Rosemary M. Mrazik PO Box 2112 Palos Verdes Peninsula, CA 90274 Mobile Phone: (310) 406-6732 RMM038 @ gmail .com Hunter Engineering Company Work Portfolio Job Description Senior Territory Management Representative 12-17-99 Supervise and assist in the territory management duties of the department. 1. Train a clerical employee in all aspects of territory management. 2. Supervise and review the work of that employee to maintain accuracy. 3. Assist that employee during times of heavy workload. 4. Work with data processing and management on streamlining this area. Assist in the preparation and distribution of distributor contracts (Sept – Dec each year) 1. Train a clerical employee in all aspects of distributor contracts. 2. Supervise and review the work of that employee to maintain accuracy. 3. Assist that employee with this project during September-December each year so that other more routine tasks do not get behind. 4. Plan ways to streamline and improve this rather cumbersome procedure. Prepare reports and maps. 1. Monthly reports. 2. “As needed reports” 3. Research ways to produce these reports and maps more easily. Direct Mail Projects 1. Work with advertising on the timing and parameters of direct mail projects. 2. Prepare the actual lists from various sources. 3. Prepare documents with counts for salesmen to go along with list 4. Prepare documents for charging fees to the salesmen. Back Up for Marketing Research Assistant 1. Learn and document procedures for commission transfers 2. Learn and document procedures for monthly reports. 3. Learn all other aspects of Ann’s job as back-up. 4. Communicate with Ann and Rhonda on all special projects as they arise so that there is not duplicate efforts and when projects have to be repeated, all three know what to do and the easiest ways to do it. This is my (Rosemary Mrazik) job description after being promoted from the Territory Management Clerk to the Sr. Territory Management Representative. Compiled by Rhonda Tenkku and Dave Smith. Both Dave Smith and Rhonda Tenkku were present in Mr. Smith’s office to discuss this job description and finalize my raise. All of this followed from a job offer from Clark Door Engineering Company. I asked if Hunter Engineering Company was interested in making a counter offer. After discussing the counter offer, I decided to stay with the same company. (1/11/2005) Dave Smith: V.P. of Sales and Marketing Rhonda Tenkku: Marketing Information Manager -------------------------------------------------------------------------------- Territory Management Clerk Major Job Duties: Territory Management, Distributor Contracts, and Reports Territory Management Percentage of Job Function: 72% When a rep is contracted, terminated, retires, transfers, or the territory changes its boundaries. 1. Sales and Technical & Training Representatives 1. Send a reminder email to the regional managers for a Field Activity Report (FAR). The new reps will be listed on an interoffice memo from Kay Cole on the quarterly training schedule.
Transcript
Rosemary M. MrazikPO Box 2112Palos Verdes Peninsula, CA 90274Mobile Phone: (310) 406-6732RMM038 @ gmail .com
Supervise and assist in the territory management duties of the department.1. Train a clerical employee in all aspects of territory management.2. Supervise and review the work of that employee to maintain accuracy.3. Assist that employee during times of heavy workload.4. Work with data processing and management on streamlining this area.
Assist in the preparation and distribution of distributor contracts (Sept – Dec each year)1. Train a clerical employee in all aspects of distributor contracts.2. Supervise and review the work of that employee to maintain accuracy.3. Assist that employee with this project during September-December each year so that other more routine tasks do not get
behind.4. Plan ways to streamline and improve this rather cumbersome procedure.
Prepare reports and maps.1. Monthly reports.2. “As needed reports”3. Research ways to produce these reports and maps more easily.
Direct Mail Projects1. Work with advertising on the timing and parameters of direct mail projects.2. Prepare the actual lists from various sources.3. Prepare documents with counts for salesmen to go along with list4. Prepare documents for charging fees to the salesmen.
Back Up for Marketing Research Assistant1. Learn and document procedures for commission transfers2. Learn and document procedures for monthly reports.3. Learn all other aspects of Ann’s job as back-up.4. Communicate with Ann and Rhonda on all special projects as they arise so that there is not duplicate efforts and when
projects have to be repeated, all three know what to do and the easiest ways to do it.
This is my (Rosemary Mrazik) job description after being promoted from the Territory Management Clerk to the Sr. TerritoryManagement Representative. Compiled by Rhonda Tenkku and Dave Smith.
Both Dave Smith and Rhonda Tenkku were present in Mr. Smith’s office to discuss this job description and finalize my raise. All ofthis followed from a job offer from Clark Door Engineering Company. I asked if Hunter Engineering Company was interested inmaking a counter offer. After discussing the counter offer, I decided to stay with the same company. (1/11/2005)
Dave Smith: V.P. of Sales and MarketingRhonda Tenkku: Marketing Information Manager
Major Job Duties: Territory Management, Distributor Contracts, and Reports
Territory ManagementPercentage of Job Function: 72%When a rep is contracted, terminated, retires, transfers, or the territory changes its boundaries.
1. Sales and Technical & Training Representatives1. Send a reminder email to the regional managers for a Field Activity Report (FAR). The new reps will be listed on an
interoffice memo from Kay Cole on the quarterly training schedule.
2. Distribute the FAR after assigning a rep number and checking the effective dates against the training end date.3. Write the territory change as soon as the FAR is received. Anticipate problems when a county is split by zip codes. Get
approval for the deletion of territories.4. Produce the contracts at least one week prior to the training completion date.5. Enter and check the territory change the day prior to the effective date.6. Produce and send the amendments to the reps prior to the effective date.7. Write and distribute the interoffice memos.
2. Returned and signed contracts/amendments.1. Distribute and File.2. Check for signatures.
3. Delinquent contracts1. Delinquent contract/amendment report.2. Call the reps or send a form letter.
Distributor ContractsPercentage of Job Function: 23%Start planning in September, Mail by November, effective January 1st.
1. Planning: September1. Contracts, get changes approved and have copies made.2. Decals, get approved and ordered.3. Bulletins, get approved and copied.4. Print distributor report
2. Mass mailing: November1. Mail contracts to the sales reps by region.2. Produce county listings by rep.3. Produce the sales rep mailing labels.
3. Returned and signed distributor contracts, after January 1st.1. Enter the distributor contracts, upon approval from customer service.2. Add the signed distributor to the Distributor Directory started for the new year.
Reports and MapsPercentage of Job Function: 5%
1. Distributed once a month, usually around the 15th.1. Open Territory Report2. Dual Rep List3. BLT/HDT List
Territory Management Clerk
4. Territory Changes Summary Report5. Month end reporting6. Rosters7. Distributor Directory8. Rep. Number Assignment Report
2. Distributed as needed or requested1. Region Line Changes List2. Delinquent Contracts List3. Created Territories List4. Regional/Divisional List5. Distributor labels for franchise distributor mailings6. Current maps and contracts for the regional managers, as requested.7. Down load all zip codes in a region to Excel for the 1-800 phone system; whenever the Dallas, San Francisco, and the
Los Angeles Regions Change.8. Copy all sales and service contracts and maps in a region for a regional manager.9. Maps by region.
This was what my job evolved into before the promotion to Sr. Territory Management Representative. The original TerritoryManagement Clerk description was four or five sentences.
Territory Management ClerkTime Management for A Typical Day/Week
A Typical Day/Week: request from Rhonda Tenkku to document how my time was being used.
The following example describes two different days and one short-term project.
11/8/1999 Worked from 8:10am -4:50pmMorning Hours
8:15-8:45 USB Errors fixedDistributor Contracts
8:45-9:15 Distributor ContractsEntered new email addresses for the reps in the contact file on the AS/400 computer system
9:15-10:20 Write territory changes for the new service reps10:30-11:00 Distribute the Field Activity Report (FAR) to those who need to know
Within the company and send an email for the reps no longer working for Hunter.Distributor Contracts
Afternoon Hours
11:00-3:15 Distributor Contracts3:15-3:25 Break3:30 -4:00 Enter distributor contracts
USB errors fixed in the computer system4:00-4:30 Continue to write the territory changes for the new service reps.
11/11/1999 Worked from 8: 15am -5:00pmMorning Hours
8:15-8:45 Enter address changes in the computer systemDistribute the FAR from the regional managers to those who need to know within the companyCertify mailing: most likely contracts
8:45-10:15 Correct USB errors in the computer systemProject request: Erwin Van Deman: distributor name and addresses for his region only.
10:15-10:45 Check the accuracy for my data entry on the territory changes.10:45-12:45 Project request: Don Emerson: maps
Afternoon Hours
12:45-2:45 Write the territory changes due for data entry on the 13th and the 15th2:45-5:00 Prepare the contracts for the new service reps.
1/3/2000-1/7/2000
Redrawing Dave Smith's wall map outlining the sales territories in the United States:Work Hours: 8:15am-5:00pm.A weeklong project.8 hours each day to complete the map.Completed approximately once each year.
Daily Business Attire: Business ConservativeYou must be ready for tours at any time.
Regular Working Hours: 8:15am-5:00pm.
Territory Management ClerkTime Management for A Typical Day/Week
Regularly Scheduled Events In One Day General Guidelines
Regular Working Hours: 8:15am-5:00pm.
Time Regularly scheduled events Daily Business Attire: Business Conservative8:00am You must be ready for tours at any time.8:15am Work Day starts Officially8:30am Check email and respond
Check phone messages and respond. Phone Calls9:00am Typical number of inbound phone calls daily
can average from 5-15 phone calls.9:30am Typical number of daily outbound phone calls
see the monthly schedule to plan the day. can average from 5-10 phone calls per day.10:00am Usually, the phone calls concern regional manager's
requesting information and questions.10:30am Other phone calls are from the other departments
RMM038 Finish any territory changecorrections Open Territory Report
from the prior month end. Write TerritoryChanges
Complete writingof
Complete any requestsfrom
Start the new sales repcontracts territory changes Management from this
week.New Sales Rep InformationProfile.Obtain New sales Repaccount numbers
new sales repcontracts
new sales repcontracts new sales rep contracts
6 7 8 9 10 11 12
New sales rep contracts due Correct USB Errors ifnecessary ALI Report Due Open Territory Report
New Sales Prospect/UserLists
Distribute the signed NewRep Contracts
Complete any requestsfrom
Write Territory Changes Management from thisweek.
Start new service repcontracts
Complete writing of territorychanges
New Service Rep InformationProfile. new service rep contracts new service rep
contractsnew service repcontracts new service rep contracts
Obtain New Service Repaccount numbers
13 14 15 16 17 18 19
Rosters Open Territory Report
New service rep contractsdue
Month End RegionalManager's Reports
Complete any requestsfrom
New Service User Lists Distributor List Management from thisweek.
Trade Area Report
Copy all Splits, BLT, andHDT changes. Enter Territory Changes
Print Regional Manager'sLabels
Print Distributor Labels Complete writingof
Time Sheets territory changes
Write Territory Changes Complete writing of territorychangesDistribute the signed NewRep Contracts
20 21 22 23 24 25 26
Write Territory Changes Complete writing of territorychanges Open Territory Report
Complete any requestsfromManagement from thisweek.
Enter Trade Area Changes
Copy all Splits, BLT, andHDT changes.
27 28 29 30 31
Write Territory Changes Complete writing of territorychanges
Enter TerritoryChanges Open Territory Report
for the 1st Complete any requests for
File Transfers Management from thisweek.
Time SheetsDue. Finish any territory change
corrections from the priormonth end.
Territory Management: Time Management for the Typical Month
The schedule of new reps completing training for the sales and service classes are based on a bimonthly or quartly basis. This willaffect the due dates of the new rep contracts and the resulting territory change data entry.Service territory changes may be entered into the database at any date. While sales territory changes are completed only at thebeginning of the month.Any questions about a territory change submitted by a regional manager must be resolved well in advance of the effective date ofthe territory change.Phone calls to and from the regional managers can occur on a daily basis to resolve questions and fulfill requests.New Rep Contracts (sales) finished for the reps completing training on the 4th of this month.ALI Report completed and faxed to the Automotive Lift Institute. Copies made for Mr. Pete Liebetreu. Signature from the managerfor the ALI billNew Rep Contracts (service) completed for the reps completing training on the 12 of this month.New reps completed with training; signed contracts must be returned from the training instructors.New reps complete training: new rep contracts due at the latest.Print Rosters; Month End Regional Reports: Distributor List due: Open Territory Report Due.Time Sheets Due: Trade Area Reportprinted.
Enter Territory changes.New reps completed with training; signed contracts must be returned from the training instructors.Enter Trade Area Changes: Copy all split state/county codes, Balancer, Beake Lathes, and Tire Chengers (BLT), and Heavy DutyTruck (HDT) changes for the current month to the Marketing Analyst:
Enter Territory Changes due on the 1st of the next month: Check the changes after entering for accuracy.
SeptemberNotify Steve Helmkamp to update the distributor contractand the accompanying bulletin.Request the appropriate reports from the AS/400computer or the IT Department.Complete the required calculations from these reports:Give the calculations for the number of contacts andbulletins to Steve Helmkamp.Order the listed supplies for the Direct Mail ProjectProduce the Hunter Engineering Company mailing returnlabelsProduce the required amount of territory mapsProduce and customize the territory maps.
Oct Franchise Distributor ContractsOctoberGet approval from Steve Helmkamp for the newly printedHunter Authorized Distributor Decals.Start the mass mailing for the distributor contracts.The time frame for the entire mass mailing should last forapproximately two weeks.Produce the sales representatives’ mailing labels at thistime.Assemble the Distributor contract mailing packagealphabetically by region.
Nov Franchise Distributor ContractsNovember to MarchData entry for the signed distributor contracts.Coordinate efferots with Betty Vogelsang in the CustomerService Department.
Dec File Transfer from Current year to Next Year.Territory data entry must be coordinated and completedaccording to the time scheduleset by the IT Department. They close out the year end fordata entry.
This follows from a conversation with Steve Helmkamp and myself (Rosemary Mrazik) on 5/5/2000.
Issues
1. Distributor contracts are not returned to Marketing in a timely manner.2. Distributor contracts are missing important information.3. Outdated contracts are used instead of the current year’s contract version.4. The status of a distributor contract are unknown by the customer service rep and Steve Helmkamp.
(My interpretation at the time of the conversation.)
Solutions
Issue 1: Distributor contracts are not returned to Marketing in a timely manner.
To encourage the sales representative to return the signed contracts on time, include a return envelope with Hunter’s address withan attention to Marketing. The purpose is to keep the returning contracts from getting lost within the company.
Issue 2: Once the contracts get to Hunter, they are missing important information including: quota, sales representative’s andregional manager’s signatures. , a list of products sold, a description or map of the territory, and missing important pages.
Currently when marketing gets an incomplete contract, the procedure is to not enter the contract, email the representativerequesting the missing information, and keep a file of the pending contracts. Steve Helmkamp follows this up with a telephone call.
The solution is to return the contract is any information is missing and keep a database on all of the incomplete contracts. Thedatabase will be used to answer questions from the sales rep or the regional manager by tracking the following information:distributor name, representative, a reason for the return, date received by marketing, date returned to marketing, and a reason forthe return. This database will be shared with Steve Helmkamp and myself on Excel. A form letter can be used to check off a reasonfor the return and sent with the contract, hopefully answering the questions from the sales rep.
An exception will be made for contracts that have all of the important information, but are missing information pages. This wouldinclude the last two pages of the contract.
Issue 3: The sales representative used the prior year’s version of the distributor contract to sign a distributor for the current year.
The solution is to return the contract to the sales rep since it is not valid.
Issue 4: The status of distributor contracts are unknown by the customer service coordinators or Steve Helmkamp (my interpretationat the time of the conversation). They usually walk over to my desk and ask if a contract for a distributor has been signed with aspecific rep.
The solution is to put the existing contract information as entered on the AS/400 in an inquiry screen available to the customerservice reps and Steve Helmkamp. The screen would show the name of that distributor, the sales reps who have sent in signedcontracts, and the specific territory covered by that distributor. Note: this solution follows from a suggestion made by MelindaHaskins in customer service.
NOTE: Mr. Helmkamp and myself have copies of this memo from the original date of writing; 5/12/2000. This memo was also copiedand attached to each of my performance reviews.
September: Start DateOctober: Mail DateJanuary: Completed contract by sales rep returnMarch: Activate the distributor contracts on the AS/400April: Contract data entry slow down
Supplies
Hunter Engineering Authorized Distributor DecalsDistributor ContractsBulletinsSales Represenatives’ territory maps and product pagesSales Representatives’ Mailing LabelsFirst Class Mailing envelopsReturn envelopesHunter Engineering Company return labelsChip boardPostage
Calculations
Number of DistributorsNumber of Sales RepresentativesDecals: (2 per distributor) + 20%Contracts: (4 per signed distributor per sales rep + 3 per signed distributor per Heavy
Duty Truck sales rep) + 20%Bulletins: (1 per sales rep) + 20%Particle Board: ( 1 per sales rep) + 20%First Class Mailing Envelopes: (1 per sales rep) + 20%Territory maps and Product pages: (4 per signed distributor per sales rep + 3 per signed
distributor per Heavy Duty Truck sales rep)Return Envelops: (1 per sales rep) +20%
(The 20% is the extra ordered to allow for error and new distributors to be assigned throughout the year.)
Reports
Distributor by Salesman List-2 copiesDistributor RosterSales rosterState/County Listings for each sales representative
Signed Contract-Distribution List
Sales Representative Product Type:Balancers, Brake Lathes, and Tire Changers Sales Rep: (BLT)Systems Sales Rep: (Excludes BLT products, and includes HDT and Systems products)Combo Sales Rep: (includes HDT, BLT, and Systems products)
For all of the above types of sales representatives: 4 copies are made of the signed distributor contract. The copies are distributedas follows:
Heavy Duty Truck (HDT) Sales representatives: 3 copies are made of the signed distributor contract. They are distributed as follows:Marketing DepartmentRegional ManagersSales Representative (who also acts as the HDT distributor)
The Distributor Contract and documents
This is assembled for the mass mailing and sent by certified mail.BulletinState/County ListingDistributor ContractsMapsProduct pages
The Work Flow
(as it follows the time table)
September
Notify Steve Helmkamp to update the distributor contract and the accompanyingBulletin.
Request the appropriate reports from the AS/400 computer or the IT Department.Complete the required calculations from these reports:
Distributor by Salesman List: the number of contracts and territory maps to be mailed.Distributor Roster: Number of Distributors, Decals to be ordered, and Contracts to be produced.Salesman Roster: Number of sales representatives, Bulletins, Chip boards, first class mailing envelopes, returnenvelopes.
Give the calculations for the number of contacts and bulletins to Steve Helmkamp.
September
Supplies:Order the listed supplies from the following people:
Rhea Petty in Advertising: DecalsAmy Engrav in the Mail Room: copies of Contracts, Chip Board, First Class
Mailing Envelopes, and Return Envelopes
Produce the Hunter Engineering Company mailing return labels from Excel and print on a laser printer.
Produce the required amount of territory maps using the MapPoint Mapping software and print on a laser printer or color printer.Download the territory information from the AS/400 computer to an Excel spreadsheet. Link the spreadsheet to MapPoint Mappingsoftware, customize and print the maps on the color printer.
OctoberGet approval from Steve Helmkamp for the newly printed Hunter Authorized Distributor Decals.
Start the mass mailing for the distributor contracts. The time frame for the entire mass mailing should last for approximately twoweeks. This will allow for a reduced work load from regular duties that will be occurring at the same time.
Authorized Distributor Contracts
Yearly ProcedureProduce the sales representatives’ mailing labels at this time. A request can be sent to the IT Department.
Assemble the Distributor contract mailing package alphabetically by region. Send the unassigned territory contracts to the regionalmanager. Mail the contracts in batches each night to keep control of the workload given to the mail room. Check with the mail roomsupervisor prior to mailing the first batch. They must have the correct amount of postage and time to process the large amount ofmail.
Use an Excel spreadsheet to keep track of the contracts mailed by the sales rep and the mailing date.
November to MarchData entry for the signed distributor contracts on the AS/400 computer system in the inactive data entry screen.After the signed distributor contract reaches the Marketing Department for data entry, notify Betty Vogelsang in the CustomerService Department. She will send two Authorized Distributor Decals per distributor.
March 15th
Obtain approval from Steve Helmkamp to activate the current year distributor contract on the AS/400 computer system.
1. Field Activity Report (FAR)1. Assign rep numbers based on the Rep. Number Assignment Report.2. Check the effective dates for the territory change request against the sales and service rep.
training end dates.a. Expect a new rep list and Training Center schedule from Kay Cole that can be used for thispurpose.b. The effective date is the day after training ends, except for:
1. Systems reps- the effective date is at the end of week 3 of training.2.3. Approval from Dave Smith is required for all exceptions to the rules.
4. Obtain a rep account number from Accounting for new reps.4. Distribute the FAR to those who need to know after the above information on the FAR is added or checkedfor accuracy.5. Schedule the territory change on a calendar. The actual date of the territory change may be several weeksfrom the date the FAR is received.
2. Write the changes according to the regional manager’s instructions.1. Expect a Field Activity Report from the regional manager well in advance of the effective date for the territory change.
1. There are approximately 20 to 25 regional managers that send instructions for the maintaining of the salesand service territories for their regions.
2. There are 4 to 5 divisional managers that are also regional managers. Expect correspondence from themconcerning their regions.
3. It is important to follow the instructions as written. Any discrepancies should be addressed by contacting theregional manager.
2. Write the territory change for all reps involved at the same time.1. Territory changes are based on several different situations: Region line changes; the hiring /firing of sales/
service reps; transferring one rep to a different territory; the introduction of a product line; a new sales/servicecontract is written. These are a few of the main types of territory changes.
1. Sales territory changes occur at the end of the month. This has to be coordinatedwith the payment of commissions from the accounting department.2. Service territory changes can occur at any time.
1. Complete one territory change at a time. Have all of the reps personnel folders available when writing the oneterritory change. This can involve as few as two territories to 25 territories, depending upon the regionalmanagers’ instructions.
2. Cross check all territories involved to make sure that counties gained or lost by reps seems logical based onthe physical locations of counties for adjacent territories. If it seems that a county reassignment should orshould not logically move from one rep to another, ask the regional manager.
3. Use the most recent territory maps in the personnel folders for all reps involved to mark counties that aremoved. This keeps track of the changes as the writing of the territory change may take several hours.
4. If necessary, produce working maps of the new territories to compare and contrast with the writteninstructions and the old territory maps of the individual reps. Use this as an accuracy check on the territorychange writing.
5. If the territory change is in dispute between several regional managers, and after an attempt is made toresolve the dispute, Dave Smith will resolve the dispute.
6. Use a territory change data entry sheet to write the movement of a county from one rep to another.7. Trade Area Changes: this is completed at the same time when reassigning the counties for sales reps. This is completed
for sales territory changes and not service territory changes.1. Trade areas are based on the sales quota for individual counties.2. Trade area quota amount is set by management and used for the tracking of sales by county and by
individual reps. (My assumption based on my experience.)3. Keep adjacent counties together to make one trade area that have an accumulated quota dollar amount
meeting the amount set by management.4. When a sales rep has a county added or removed from the territory and pre existing trade area, the
remaining trade areas for this territory should be realigned by adding counties to a pre existing trade areas.Create a new trade area as a last resort.
5. Use the territory change sheet to keep track of the trade areas that are reassigned to different counties. Usea trade area change sheet for data entry when reassigning the trade areas to new sales reps, or deleting/adding trade areas.
6. Trade area changes are entered into the computer system that may be at a different date from the territorychanges based on counties. Trade area changes are completed at the same time for all applicable territorychanges at the end of the month. When this occurs, keep the entire territory change in a pending file until allchanges are completed.
7. File the territory change in a pending file based on the effective dates for the territory changes. File all sales and servicepersonnel folders.
8. Produce the contracts for new sales and service reps at this time. Produce the amendments at this time. ( Note: I wasnot able to produce and send the amendments until after the territory was entered into the computer territory databasedue to the backlog of work. Management would prefer that the amendments be sent prior to the territory effective dates.This would allow the reps to review the amendments and prepare for their new sales or service territories well in advanceof the date that the territories are covered by that rep.)
II. Data Entry1. Territory Changes1. Input the data entry into the AS/400 computer file for territory changes according to the effective date of the territory
change.2. Dedicate an entire day for data entry only. This will require accuracy and checking of the data entry for errors. If an error
is found, the correction must be made immediately.3. Print the state/county lists for all reps involved in the territory change. Use this to check the accuracy of the data entry
from the original instructions from the regional manager.4. After obtaining the computer printout for a specific territory change, review the printout for errors in the data entry. Make
corrections if necessary and check the new computer printout once again.5. File2. Trade area changes.
1. Input the data entry at the end of the month for all territory changes that have changes to the trade areas.Dedicate one day for this.2. Check the data entry for accuracy after obtaining the computer printouts. Make corrections as needed andcheck once again for accuracy.
3. FileIII. Prospect/User Lists
1. Produce prospect/user lists on paper and/or disk for sales reps.2. Produce User lists on paper and/or disk for service reps
C. This is produced for sales and service reps after the date of the territory change. The report is based on thecomputer files on the A/S 400 used for the sales and service territories. A correct prospect/user list can only beproduced from the computer after the correct/new territories are entered into the computer. This is usually theeffective date of the territory change and after the time of data entry. (Note: this was the case at the time I wasemployed.)
IV. Contracts/Amendments.A. Sales or Service Representatives
a. Legal documentb. Product pagesc. Maps and information: Maps, zip code maps, and zip code listings.
3. State and County listings4. Return envelope addressed to Steve Helmkamp.5. Certified mail
B. Sales or Service Representative’s personnel folder1. Cover sheet2. Product page.3. Maps and information: Maps, zip code maps, and zip code listings.4. Interoffice memos5. Field Activity Report (FAR)
6. State and County listing of the current territory7. Amendment cover letter copy
3. Marketing binders1. Current territories in readily accessible binders.2. Sales and Service territories
a. Coversheetb. Maps and information: Maps, zip code maps, and zip code listings.c. Product lists
3. Interoffice memos
4. Regional and Divisional Managers1. Cover sheets2. State and County Listings3. Contract/Amendment cover letters4. Product lists5. Maps and information: maps, zip code maps, and zip code listings.6. Interoffice memos.7. Distributed in the Mail Room.
V. Filing1. File and email interoffice memos.2.
VI. Return of signed contracts/amendments1. Signature from senior management that can represent the company on a legal document.
a. Steve Helmkamp: Customer Relations Manager2. Distribute and file signed contracts/amendments.
a. Dave Smith: V.P. Sales and Marketingb. Regional and Divisional Managersc. Sales and service personnel files in Marketing
------------------------------------------------------------------------------------Mission Equipment and Lifts, Inc. Work Portfolio
Mission Equipment and LiftsCompany Meetings
Weekly Staff Meetings
Date: January 3, 2006
To: Jerry Giardullo: CEOTeresa Swank: Office ManagerLucas McAhren: Service ManagerRosemary M. Mrazik: Administrative Coordinator
Attendees:
Jerry GiardulloTeresa SwankLucas McAhrenRosemary M. Mrazik
Jerry Giardullo1. 2006 Plans: This will be the second year of incorporation. The lease will soon expire and there will be a possible
relocation to a different office.
2. The ADG Group: The purpose of joining the ADG group is to gain access to buyers, provide an economical line ofproducts, and sell more Hunter Engineering Company products.
3. The goals for the next thirty days: double the sales.1. On 1/5/2006 is a training meeting with the Hunter Engineering sales representatives.2. The advertisement mailers will lead to more telephone calls and orders.3. Increase the sales and service orders.4. Rosemary Mrazik: Learn the business workflow.
i. This will include bookkeeping, logging the sales, collections, accounts payable, telephone calls.ii. Duties: learn the filing system, the sales agreement and purchase order system, enter into
quickbooks, track shipping, product arrivals, product installations, and payments to MissionAutomotive.
iii. Steamline the order procedure: look at the filing system to start; coordinate the incomingtelephone calls into a call memo sheet to where it is organized. The frequency of the telephonecalls will increase and so should the quality of the telephone calls. The telephone calls shouldinclude the name of the business, the person calling, and the telephone number. Do not givequotes over the telephone. Forward the telephone calls for Jerry Giardullo to review.
iv. Organize the literature.v. Policies and procedures; have all transactions written and given to Jerry Giardullo for approval.vi. The databases: A customer database, vendor/manufacturer database, Sales database. Possibly
use the software from ACT.vii. Eventually coordinate the crossover of the sales functionto the service function.viii. Housekeeping: learn the basic functions of. Keep the doors locked/ UPS delivery and Fed Ex
deliveries.5. Lucas McAhren: He will be providing the inhouse service for installations and working with contractors. Lucas
will coordinate with the sales people to install the equipment, drive the forklift. He is licensed and insured todrive the forklift.
6. Teresa Swank: File System, keeps track of the shipping, bookkeeping with Caroline; time sheets for the paydates on the 1st and 15th of each month.
4. There will be a sales meeting on January 5, 2006 at Coco’s followed by a meeting at the office with the salesrepresentatives.
Weekly Staff Meetings
Date: January 3, 2006
To: Jerry Giardullo: CEOTeresa Swank: Office ManagerLucas McAhren: Service ManagerRosemary M. Mrazik: Administrative Coordinator
5. There will be staff meetings each Monday to discuss the prior week’s duties, the current week’s tasks, and the futuregoals.
1. Discuss the accomplishments.2. Discuss where assistance is needed.3. Discuss the quality of the work and expectations.4. The meetings will last for one hour.
Jerry Giardullo:1. Housekeeping. The coffee pot was on all weekend. Teresa and Rosemary need to coordinate the housekeeping duties.
Each day, in the morning when opening the office and in the evenings before leaving, certain duties must be completedto maintain the premises. This will include turning off the coffee pot in the evenings, alarm setting, vacuuming thecarpets, turning on/off the heating, locking the backdoor, and taking messages. A complete walk through should be donebefore locking the doors at the end of the day.
1. Teresa Swank: Obtain estimates for a new alarm system from ADG. The lease for the current location willexpire in six months. Appointment with ADG on 1/11/2006 with an ADG representative.
2. Rosemary Mrazik: Complete a task list for the walk through. Completed by Teresa Swank in a prior memo.The task list is posted in the lunch room.
2. Monday Meetings: Be prepared for each meeting. Make copies of reports for review with Jerry.1. Teresa Swank: Topics-Accounts Receivable-Work in Process.2. Rosemary Mrazik: Take notes for the meetings and type the minutes. Give to Jerry for review. Completed for
the first two meetings.
3. Orders:1. U-Line orders-order plastic wrap and binders. Complete this week.2. Spetrix: order ½ dozen water filters, order 6 of each kind of water filter.
4. Merchant Card Machine: The current merchant card machine costs too much.1. Call other merchant card providers to obtain a different card machine. The goal is to decrease the cost. The
current cost is .10 per transaction, ½% for the data RT; 1.25% of the 10% for an additional cost; fees/duesare $49.00 per month; an additional 2% fee.
2. Task assigned to Teresa Swank. To be completed by next week.
5. Accounts Receivable (Open Accounts): The most important part of the business.1. This is to be reviewed each Monday meeting2. Automotive Specialist: Contact today; a high priority for Teresa.3. Bay Area 30004. Bob Baker Subaru: They have a total of nine locations. Contact the location in Carlsbad, CA today.5. Accounts Receivable Report: Questions concerning the due date on the report. Is the due date on the report
reflecting the correct date?6. Rosemary is to become familiar with the work flow process.7. The file for Teresa: invoices, ledger receipts for bills paid; credit card bills, etc. There is a question about the
Mountain Valley order. Contact Bob Valencia today.Weekly Staff Meetings
Date: January 9, 2006To: Jerry GirardulloTeresa SwankRosemary MrazikTopic: Administrative Duties/Open Accounts-Business in Process
Jerry Giardullo6. Order Service Parts: SVI: The bill for Carriage Motor Parts for $155.00, $118.00 is in question.
7. Commissions: This duty is currently completed by Jerry Giardullo.1. Service Commissions: When Russ, Gary, and Tom Cattell write an order for service, what is the procedure to
pay Buddy for the labor to install the equipment?
2. The goal is to maintain good records. File the commissions for the sales and service representatives in oneplace. For the service representatives, maintain two files per rep; one for work in process and one for workcompleted. For the sales representative, maintain two files per rep; one for pending commissions and one forpaid commissions.
3. Jerry will be hiring one sales rep and one service rep within the next year.
8. Purchase Orders:1. Purchase order for Tuxedo Distributor’s2. ADG Purchase Order: for RTI. Call the customer to get the status for the order. This is a first time order. Give
the status of the order to Jerry.3. Carriage Motors: What is the status of the purchase order? Was this invoiced?4. Lexus: Jerry Giardullo closed the sales deal this past Friday with a signed Purchase Order Agreement.5. Rosemary: follow the work flow process as this order is placed.
1. Current Topics:1. The brochure on meter seals should be given to Lucas McAhren.2. Filing: Complete a filing area for the state compensation fund, workman’s compensation, insurance
companies, etc.3. Year End Taxes: Chris White and Associates is the company to complete the taxes for Mission Equipment
and Lifts. It is time to get ready for taxes; the year end financial statements.4. AESCO: contact the company for the second time to have the part returned due to an incorrect shipment from
this company.5. Caroline- the bookkeeper – needs to be in on a regular basis.6. Miramar with MCAS; the billing.7. Copy of the resale number needs to be sent to Coastal Equipment.8. Accounts receivable9. Quick Books upgrade; read about. Should the QuickBooks software be upgraded?
10. Tax assessor: Gregory J. Smith: save the information to a file.11. Big O documentation for the accounting. File the receipts.
2. Lexus1. Bend-Pak order: Place the order on the 17th and schedule Buddy and Lucas to install.
3. ADG Literature filing; Determine the space for filing the ADG literature and consolidate the Champion literature. Sendeach salesman 10 brochures.
4. Check the status for the emblem on the truck.
5. The advertisement fliers: the telephone number was correct, but the exchange was not correct with AT&T.
6. Confidential Information: leasing companies, vendor lists, costs of items, etc are not to be shared with people who arenot employees of the company. Lucas is on a need to know basis.
7. Computers: Obtain a USB device to back up the information on the computers.
Weekly Staff Meetings
Date: January 16, 2006
Jerry Giardullo:
8. Sales Leads Report:1. For the sales lead report, print the header at the top with the company name larger.2. How did the sales leads originate? Include a column for the source of the lead-the advertisements, the sales
representative, or from Mission Automotive?3. Contact each sales representative each week to obtain the sales leads to enter onto the report.4. Send an email to document the sales leads.
9. Advertisement Mailers: sent every three months.
10. Service Requests1. Rename the report; include a column for a telephone call the following week.2. Inform Lucas the type of service requests.
11. Expected Work Hours:1. Teresa Swank: Mondays and Fridays-8:00-2:00; Tuesdays, Wednesdays, and Thursdays-8:30-4:30.2. Rosemary Mrazik: Mondays –Fridays-8:00-5:00 with one hour for lunch. Pay raise on February 1, 2006 to
$11:00 per hour.3. Lucas McAhren: Mondays –Fridays 8:00 (8:30) -5:00. Fill the time sheet on a daily basis, use a clipboard, he
is on a salary basis.
12. Website: Jerry Giardullo would like to have the website ready within 30 days.
13. Act! and QuickBooks update.
14. Lucas McAhren; He will need a workbench, filing cabinets, and a computer.
15. Shipping and Receiving:1. Call the customers to deliver the equipment2. Make a shipping and receiving log3. Purchase Order Agreements
Staff Meeting on January 18, 2006
Jerry Giardullo1. The time sheets: separate the hours on the time sheet into regular hours, overtime hours, and total hours. Round the
hour calculation to the quarter hour. For the incorrect payment amount for Rosemary Mrazik, Jerry does not need a copyof the prior paycheck stub to document the hours paid. The paycheck stub is on file for future reference. The time sheetis to be kept visible for Lucas McAhren.
2. Rosemary Mrazik will have an increase in pay on February 1, 2006 to $11.00 per hour. The added responsibilities willinclude learning Quickbooks and producing invoices, shipping and receiving.
3. Petty cash will be created for miscellaneous purchases for the office. The purchases will be tracked on an accountingsheet (tracking/register)- to be completed by Rosemary Mrazik. Teresa Swank suggested obtaining a strong box to lockthe petty cash. The petty cash was suggested by Teresa Swank.
4. The past due accounts are collected. The cash flow is caught up.
Staff Meeting on January 18, 2006
Jerry Giardullo
5. Jerry Giardullo will be hiring an additional service person and purchasing a truck within one month. He is also searchingfor a warehouse to move to within two months.
6. Mission Equipment and Lifts website: Dianne Giardullo will coordinate with the webmaster to have the website up andrunning within a short amount of time. Teresa Swank has a description of the website content.
7. Purchase Orders/Invoices:1. Bend-Pak: Lifts for Russ2. Hunter Engineering Company–Mossy3. Big-O Tire4. Purchase Order and Invoice for Toyota Purchase Agreement; Spetrix: Tom Cattell.
8. Service to be scheduled on the Service Board: Buddy is to be scheduled for service with Carriage Motors on January 23,2006 and Toyota in San Diego on January 25 and 26, 2006.
9. An order is to be placed with Minute Man Press to make the stickers for the company’s equipment after installation.Minute Man Press produces the company’s letterhead, logos, and business cards.
10. U Line: Buy a machine to secure the equipment to the pallets when shipped to the customer for installation.
Jerry Giardullo1. Quickbooks: Invoices for Collision Plus.2. Pertty Cash: obtain a strong box.3. Monday January 30, 2006: Richard Martinez for the decal on the company truck.4. Clean and Organize the lunch and conference rooms.5. The lease for the company office is over in June. Jerry Giardullo is currently searching for a new office with a larger
warehouse.6. Make certain that questions are asked during meetings to clarify any topics.7. Lucas:
1. Keep a roll of company Parts, Sales, and service stickers in the company truck. This is to be used at the shoplocations to advertise how to reach Mission Equipment for service requests.
2. The Sure workbenches will be delivered to Lexus this week.8. Rosemary:
1. Sales leads2. Telephone calls: obtain the company name, the phone number, the nature of the telephone call.3. Leads: These can be verbal and by email. These must be sent to the sales rep the same day the leads are
obtained.i. Send directly to the salesperson; Russ, Gary, and Tomii. Enter onto the sales lead sheetiii. The sales reps should provide at least 4 leads per week.iv. Complete the sales lead report for review by Jerry Giardullo during the company meetings each
Monday.v. Lucas can work with sales by providing sales leads. Sales and service can work together.vi. Send a reminder email to all of the sales reps each Monday to have the sales leads by Friday of
the week.9. Teresa:
1. Website: provide the information to give to the website designer.
2. Sales leads will also be generated by customers browsing the web site.
10. Emails: Check every hour
Weekly Staff Meetings
Date: January 23, 2006
To: Jerry GiardulloTeresa SwankRosemary MrazikLucas McAhren
11. Inventory/Shipping/Receiving:1. Shipping Log: Create a shipping log with columns to include the date of the shipment, the shipping company,
the manufacturing company, the product description including the serial numbers, short/full order.2. Receiving Log: Similar description for the log as the shipping log.
12. Billing/Open Invoices: Reviewed with Jerry Giardullo and Teresa Swank
13. IRS: Caroline, Teresa Swank, and Jerry Giardullo. Form 9-40 compensation.
14. Lexus Carlsbad/ Vices and oily cans.
15. Toyota Carlsbad: Order from Myers Tire Supply: open the box and check for the invoices from the supplier. Do not sendthe invoices from the manufacturer to the end user.
16. NORCO: fax an order form to order brochures. File the literature order forms in Teresa Swanks desk.
17. Meeting with Hunter Engineering Company: Jerry Giardullo, Bill Markey, Brian Fusiliar.
Topics: Mission Equipment and Lifts, Inc is a growing company and we will be hiring more people. We should be cognizant of thepeople that we interact with on a daily basis and our guests.
Jerry Giardullo:1. Monday: Lucas and Danny to the job site at Lexus; Staff Meeting at 10:00 AM; Visitors/Guests: Banker at 11:00AM, Gary
Zuckerman, and Kerry with MEDCO at 3:00PM.2. Topics with Rosemary M. Mrazik
1. Sales Leadsi. By the Friday of each week, 4 sales leads from each sales rep should be emailed into Mission
Equipment with a status update.ii. Send a reminder email on Monday of each week asking for the sales leads by the end of the
week.iii. During the staff meeting on Monday, Jerry Giardullo will review the sales lead report by dales rep.
2. Service Board/Deliveries-Shipping and Receiving
i. Keep the Service Board current. Be aware of deliveries, know the shipping status, schedule theservice date, and contact the manufacturer if necessary.
ii. Schedule Buddy, Lucas, Danny and Jesse Franklin this week for the Lexus and San Diego Toyotaservice jobs.
iii. Keep the shipping and receiving log sheets in a ready to access place for Lucas and JerryGiardullo.
3. U-Line Strap Puller3. Topics with Teresa Swank
1. Mission Equipment advertisements: ASC Ad and ADG Ad.i. ASC Advertisement: complete the mock-up for this ad by the end of today for Jerry Giardullo to
review. Have the changes for Paul at Shade tree for this ad by Friday of this week.ii. Begin the advertisement for ADG in the next couple of weeks.
2. Administrative and Billing-Open Invoicesi. Billing Proceedures: Obtain all information before sending an invoice or cutting a check.ii. Know the cost of the equipment for Mission Equipment and Lifts, Inc. and the agreed upon price
for the end user-the customer. If necessary, obtain the approval from Jerry Giardullo and have himinitial the paperwork before sending the invoices/check.
3. Scottsdale-General Liability Underwriter: The agent is Boswell.4. Business Tax: City of Oceanside: paid business tax.
1. An agreement to purchase equipment from Mission Equipment and Lifts is completed and signed with the customer(Lexus) and Jerry Giardullo. This specific deal was completed on January 6, 2006.
1. Create a Purchase Agreement (quote) for the customer to sign and date. This will include the price quotecharged to the customer and the details for the equipment purchased.
2. The purchase agreement will be faxed into Mission Equipment; check that it is signed-as on a contract.3. The pricing for the order. The cost from the vendor to Mission Equipment for the equipment order is different
from the price charged to the end user-the customer.4. Place a purchase order.
2. Multiple parts are ordered from different vendors to fulfill the purchase agreement.1. A purchase order is completed and faxed to each vendor.
i. Call the vendor the next day to confirm the receipt of the fax. Some vendors will fax a confirmationplus any corrections to pricing with delivery time frames. Give any revisions to the purchase orderto Jerry Giardullo for review.
ii. Confirm the cost of the order. Enter any cost revisions on the purchase order form and initial. Givethe revisions to pricing to Jerry Giardullo for review.
iii. Obtain an estimate of the shipping time frame.iv. Vendors involved with this specific deal are Lyon Workspace, MEDCO, Shure Manufacturing,
NORCO, and Bend-Pak, Inc.v. File a copy of the faxed purchase order with the vendor and the customer files.
2. Track the shipping time frames for each vendor on the calendar.i. To schedule the shipping times on the calendar, note the vendor name, the order date, and the
customer name (Lexus).ii. Call the vendor for the shipping date. Ask for a Pro #, ID #, or a shipping #.
3. Contact the customer to inform them when the product will ship, and we will schedule a service installationwhen the product arrives to the customer’s site.
4. Schedule the people necessary for service on the calendar.i. After the customer confirms the arrival of the shipped product, contact a service person to
schedule a service and installation date.ii. To schedule the service representatives, note the people to be scheduled, the location for the
service, and the name of the company.iii. Prepare an itemized list of the equipment that will be installed at the customer’s/client’s job site.
This will be used by Lucas to prepare for the installation and check all of the equipment before theproducts leave the warehouse to the job site.
3. When the equipment is shipped to Mission Equipment, check the order for accuracy.1. Compare the packing slip with the order from Mission Equipment purchase order.2. Contact the vendor if the equipment was shipped incorrectly. Arrange for the company to pick up the incorrect
shipment, if necessary.
3. File copies of the shipping papers with the vendor, shipping company, and the customer. When filing theshipping papers with the customer, place this with the entire order.
4. Return Equipment Items1. Schedule a return date with the shipping company.2. Complete a Bill of Lading for the shipping company.
i. Shipper’s number: 184164ii. Shipper: Mission Equipment and Lifts, Inc.iii. Consigneeiv. No of packages, description, weight, class (.70)
3. Pack the return items with a copy of the original invoice.4. Contact the vendor to coordinate a credit for the return items.
MCCS Marine CorpsMCAS MiramarMiramar Way Building 6214San Diego, CA 92145Larry Piraino-Center ManagerTelephone: 858-695-7359Fax: 858-536-1684
Date of Inspection: July 21, 2006Service Technicians: Lucas McAhren and David Daniels
MCCS Marine CorpsMCAS Miramar
Bay # Lift Make Model SN# Date of Mfg Findings and Recommendations1 Bend-Pak, Inc. MX-10A 51798 9/3/2005 10,000 lb capacity 2HP 1-Phase
Condition: Working properly at this time.Recommend: Service in six months.
2 Bend-Pak, Inc. MX-10AC 51797 9/3/2003 10,000 lb capacity 2HP 1-PhaseCondition: Working properly. The equalization cable wasrecently changed.Recommend: Service in six months.
3 Wayne 36K 1533 N/A Inground 2 postCondition: water in oil tank.Recommend: Drain oil tank and refill.
4 Hunter N/A N/A N/A See Hunter Engineering Company service techniciansEngineering for maintenance.Company
5 N/A N/A N/A N/A Inground single post.Condition: Hydraulic seal is leaking.Recommend: Replace seal.
6 Bend-Pak, Inc. XL-9 50796 6/24/2002 9,000 lb capacity 2 HP 1-PhaseCondition: Working properly at this time.Recommend: Service in six months.
7 Rotary BA1721 N/A N/A Inground 2 post.Condition: Working properly at this time.Recommend: Service in six months.
8 Rotary BA1721 N/A N/A Inground 2 post.Condition: Working properly at this time.Recommend: Service in six months.
9 Rotary BA1721 N/A N/A Inground 2 post.Condition: Working properly at this time.Recommend: Service in six months.
10 Bend-Pak, Inc. XL-9 51274 9/3/2003 9,000 lb. capacity 2HP 1-Post.Condition: Lift was just moved.Recommend: Service in six months.
NOTE: Maintenance includes: Visual and Physical inspection, Grease and Lube as needed, Adjust cables,Adjust arms to raise and lower properly, adjust leg locks, check safety release cable and adjust, checkAdvise management as to any additional parts that may be required and discuss safety issues.**PARTS ARE NOT INCLUDED**
Jeff ElderHunter Training CenterHunter Engineering Company5625D Brisa StreetLivermore, CA 94550
Mr. Elder:
This is the signed and dated distributor contract for 2006 from Jerry Giardullo with Mission Equipment and Lifts, Inc. and MattHarrington.
Rosemary M. MrazikMission Equipment and Lifts, Inc.-------------------------------------------------------------------------------------
February 14, 2006
Brian FusiliarHunter Engineering Company43063 Benjamin StreetHemet, CA 92544
Mr. Fusiliar:
This is the signed and dated distributor contract for 2006 from Jerry Giardullo with Mission Equipment and Lifts, Inc. and your BLTterritory. Included are six copies for the territory: three copies with the quota for $225,000.00 and three copies with the quota for$120,000.00. I did notice that the map and zip code listings are missing. Please review.
Rosemary M. MrazikMission Equipment and Lifts, Inc.-------------------------------------------------------------------------------------
February 27, 2006
Richard ChiltonRegion Manager-PhoenixHunter Engineering Company909 East Loma Vista StreetGilbert, AZ 85296
Mr. Chilton:
You will find four copies of the Hunter Engineering Company distributor contract between Mission Equipment and Lifts, Inc. andRaul Aguilar. Jerry Giardullo and Raul Aguilar signed all four copies. We have one on file for our records.
The distributor contracts are complete except for your signature.
Randell YoungbloodHunter Engineering Company1637 Rowland DriveSanta Maria, CA 93454
Mr. Youngblood:
Enclosed is the invoice for the 2 Cheetah Bead Seater 5 Gallon products ordered and shipped to your address.
Thank you for working with me as I learn a new job.
Sincerely,
Rosemary M. MrazikMission Equipment and Lifts, Inc.--------------------------------------------------------------------------------------
June 23, 2006
Randell YoungbloodHunter Engineering Company1637 Rowland DriveSanta Maria, CA 93454
Mr. Youngblood:
Per Jerry Giardullo’s instructions, I am sending fifty (50) Mission Equipment and Lifts, Inc. brochures, plus three (3) creditapplications, and three (3) Lease applications.
Please review and contact Jerry Giardullo if you have questions.
Sincerely,
Rosemary M. MrazikMission Equipment and Lifts, Inc.
------------------------------------------------------------------------------------------FACILITY EQUIPMENT AND INSTALLATION QUOTE
For TOYOTA CARLSBAD
An Effort Completed in Cooperation between Balcrank and Mission Equipment and Lifts, Inc.
Offered By:Jerry Giardullo
PresidentMission Automotive Equipment and Lifts, Inc.
In Coorperation With:
Tim MalolepsyBalcrank
Table of Contents:
Wheel Service Page 1
General Shop Equipment Page 2
Lifts and Racks Page 3
Compressor System Page 4
Vehicle Exhaust Ventilation System Page 5
Cabinets and Benches Page 6
Lubrication System Page 7
New and Waste Fluid Tanks Page 8
AIR LINK Air Tube Systems Page 9
Labor, Setup and Installation Page 10
Summary Page 11
Notes and Declaration to Customer Page 12
Scope of Work Page 13
WHEEL SERVICE EQUIPMENT PRICING Page 1
QTY DESCRIPTION Unit Cost Cost
2 BL505-AB Hunter brake lathe with Bench $4421 $88422 20-1667-1 Level 3 Quick Chuck Lathe Adaptor set $899.5 $1799For the BL505
2 Hunter R811 Aligners with additional 2 Years Software $9293 $18586Updates
2 DSP600 Camera Sensors with Targets and Adaptors $10771 $215422 30-328-1 Remote Indicator Screens $662 $13242 RX12XL-43-P Hunter Pit Style 12,000lb. Capacity Align $20776 $41552Rack, Long Deck with Swing Air Jacks
8 Jack Stands 3-Ton Capacity Set of 2 total of 16 $35 $280
4 R134-a, Air Conditioning Units “Fully Automatic”; Recovery, $2798 $11192Recycle, Recharge, Oil Injection
6 81036A NORCO 1 Ton Capacity hydraulic under hoist stand $379 $2274With wheels
1 Nu*Star Super Power Pusher, 150K Capacity, 3 Batteries $0
Sub-Total $31112
Shop Equipment Freight $1171
LIFTS and RACKS Page 3
QTY DESCRIPTION Unit Cost Cost
64 Rotary SL210RA with 3-Stage RA arms Front and Rear arms. $0New 3-stage arms allow for an increase in overall arm sweepand minimum arm reach. Accommodates short and long wheelbase.
Conventional Smart Lift with Two Plunger Side by Side FullyContained Electric-Hydraulic Operation.
208-203 Volt Single Phase. Flip up Adaptors. (each $5,563.00)Includes; Rotary Power Pack Installation for under bench setup.
2 Hunter Alignment Rack to be moved, setup and re-installed $0for pit application. See page 11 installation.
Sub-Total $0
Freight and Handling $14046
AIR COMPRESSOR SYSTEM Page 4
QTY DESCRIPTION Unit Cost Cost
2 Champion Rotor-Champ Rotary Screw Air Compressors. $8900 $17800RCS30 Model #EFC99G 103cfm@150psig Base Mounted75 dBA Quiet Enclosure. 3600 RPM, 460 Volt, 3-Phase60 Hertz
Compressor Options2 Nerma 4 control enclosure $349 $6982 Champion 5 Year extended warranty maintenance kit $575 $11502 Air pilot + Remote System Control $0
1 Harvey Model #BD-13, 3 HP 208/230 Volt 3-Phase Blower $4009 $40091 Recommended accessories Kit for BD-13 Blower unit. $0Includes: Vibration Pads, Inlet and Outlet FlexibleConnectors, Back draft damper, Drive coverOn/Off starter for 3HP 230 Volt.
4 Harvey Model #C-UF-PS-30 underground units consisting of $0Molded plastic floor fitting w/ flush mounted cast aluminumtop flange and lid all with stainless steel piano hinge.8 x 3” non crush neoprene rubber hose and tailpipe adaptor.System #2
1 Harvey Model #BD-15 5 HP 208/230 Volt 3-Phase Blower $5761 $57611 Recommended accessories Kit for BD-15 Blower unit.Includes: Vibration pads, Inlet/Outlet flexible connectorsDrive cover, Back draft damper On/Off starter for 5HP 230 Volt.
1 Harvey Model #BD-15 5 HP 208/230 Volt 3-Phase Blower $5761 $57611 Recommended accessories Kit for BD-15 Blower unit. $0Includes: Vibration pads, Inlet/Outlet flexible connectorsDrive cover, Back draft damper On/Off starter for 5HP 230 Volt.
1 Harvey Model #BD-15 5 HP 208/230 Volt 3-Phase Blower $5761 $57611 Recommended accessories Kit for BD-15 Blower unit. $0Includes: Vibration pads, Inlet/Outlet flexible connectorsDrive cover, Back draft damper On/Off starter for 5HP 230 Volt.
6 Harvey model # H-30-3”-57 “Y” Harnesses, one to each team. $190 $1140(for dual exhaust vehicles) consisting of: cast aluminum Y fitting,rubber hose and tailpipe adaptors.
1 Materials fittings, Risers, connectors, sealants, Curving and $29400 $29400Underground piping range from 8” to 18” as needed. Completematerials and Harvey exhaust system to complete project.
1 Polished Stainless Steel Frames and Lids $4296 $4296
Sub-Total $56128
CABINETS and BENCHES Page 6
QTY DESCRIPTION Unit Cost Cost
64 Shure Manufacturing Custom Series Bench-Wall mounted, 2 sliding $789 $50496Doors 60”W x 24”D stainless steel top 48”Wx 24” bench cabinetwith Rotary lift mounting holes on bench legs. Forming (32) 10’Work centers.
64 Rotary Lift Control Unit Concealment Panel for Smart III with push $156 $9984Button controls. 12” cover panel to conceal Rotary In-ground liftPower unit. #791565
32 #791405 Upper 10’ TC3 System Wall-mounted storage cabinet $1058 $33856Consisting of (2) 4’ storage sections and (1) monitor enclosure withRetractable, adjustable keyboard stand and mouse pad. Locking withGas spring shocks, 120”W x 15”D x 18-1/2”H.
32 #791454 10’ Stainless Steel full length utility chase. Panels (2) $439 $1404860”W x 1 ½”D x 22 15/16”H panels from the bench top to bottomOf upper cabinet.
64 Technician Task Light 34” Thin fluorescent light mounts directly $98 $6272under upper storage cabinet to illuminate work surface.
5 TC3 Sink Station 36” Deluxe Single, Wall mounted stainless steel $1599 $7995Top with splash guards. Includes Stainless Steel gooseneck faucet,Mirror, soap dispenser, towel dispenser and trash shoot.
2 #800117 TC3 Sink Station 144” Deluxe – Quad Wall Mounted Stainless $5967 $11934unit with splash guards. Includes: Mirrors, soap dispensers, (2) toweldispensers and (2) trash shoots.
64 Tool Storage Cabinet 58 5/8”W x 52 13/16”H x 28 1/8”D. 16 total $2934 $187776Full extension drawers including 1 full top drawer (58 ½”W),400 lb.drawer capacity, stainless steel top cap, locking drawers,Drawer liners, swivel casters with removable concealment skirt.Dividers and patricians are optional.
Sub-Total $322361
NOTE: Estimated Freight on benches and tool storage is $14900
Note:Waste Coolant couplers and nipples are a different size than waste oil to minimize the chance of crosscontamination.
NEW and USED FLUID TANKS
QTY DESCRIPTION Unit Cost Cost
New Oil Tanks
1 Custom 5,000 Gallon Double Wall Rectangular UL 142 Listed $29987 $29987Tank 10’L x 6’W x 12’H made of ¼” steel. Painted White,
1 Tank Trim and Ground level Fill with Overfill Prevention $3492 $3492valve.
3 Custom 2,000 Gallon Double Wall UL 142 Listed Tank $8594.33 $25782.997’L x 4’W x 12’H made of 3/16” steel. Painted white.
3 Tank trim and Ground level fill with overfill prevention $3119 $9357
valve.
Waste Oil Tanks
1 Custom 7,540 Gallon Double Wall Rectangular UL Listed $39987 $39987Tank 14’L x 8’W x 9’H, Tank is made of ¼” steel. Paintedwhite.
1 Tank Trim and Evacuation spill box $963 $963
Waste Coolant Tank
1 Custom 2,040 Gallon Double Wall Rectangular UL 142 Listed $9164 $91648’L x 5’W x 9’H Tank is made of 3/16” steel. Painted white.
1 Tank Trim and Evacuation Spill Box $963 $963
Sub-Total $119695.99
Freight and Handling $1150
AIR LINK, Pneumatic Tube System Page 9
QTY DESCRIPTION Unit Cost Cost
1 Base System to include (1) Cashier & (6) Service Write-up $41985 $41985locations. Materials Include: Steel tubing and bends (2) 6-portdiverters, 7 hp 220/440volt, regenerative blower with starter,pneumatic air shifter, computer consoles, (7) box style stationswith trim frames for building into the wall.
1 Service Bay Teams Include: (6) stations located evenly throughout $27272 $27272The service bays. To include steel tubing & bends, (1) 6-portDiverters, and (6) slide sleeve style stations.
1 Future Service Write-Up “rough-in” Materials consists of tubing $6477 $6477& bends run from the diverter up to the service write up area.Stations & controls to be added at a later date.
1 Remote Service Bays Materials to run tubing & bends from $11250 $11250diverter up to the rear of the building, exit building for under-ground routing (~350’) to remote building. Diverter, stations andcontrols to be added at a later date.
Sub-Total $86984
Freight $585
The AIR LINK System 5000 is Fully Automatic.
Exclusions:Electrical power feed and general contractor content such as framing,patching, or fire stopping thru fire wall or paint. Air supply to be shownwith compressor quote. Sound installation wrap for showroom.
LABOR, SETUP and INSTALLATION Page 10
CostWheel Service $1800Disassembly and relocate 2 existing Hunter Scissors alignmentracks for use with pit-style installation. Includes moving the DSP600sensors (No charge for the new RX12). Hunter Rep to calibrate cameras.
General Shop Equipment $0Assemble, setup, install and train on all equipment list as GeneralShop Equipment.
Lifts and Racks $126400Install 64 Rotary In-ground twin post 10,000lb. Capacity hoist.Includes Power Pack setup on Shure work station. Electrical hookupAnd finish work for each hoist. Turn key ready to use.
Air Compressor System $92180Install Champion Rotary Screw Compressors and Refrigerated Air Dryer.Run all air lines to hose reels and work areas including air supply to tire changers,balancers, and benches. Includes piping, ball valves, clamps, rental equipment and materials asnecessary for the service area air requirements. Run piping and supplyair to the Air Link tubing system, petroleum pumps, dynamometer, alignment racks as necessary.
Vehicle Exhaust System $29811Install complete Harvey vehicle exhaust system including 4, belt drive motors,port lids Inlet and outlet connectors underground duct concrete lines and risersto roof. Turn key System ready to use.
Cabinets and Benches $29600Installation of 32, 10’ Shure Work Stations with Cabinets, and Tool Boxes.Includes setup, installation and mounting for 64 benches, Tool Boxes, and7 Sinks.
Lubrication System $128045Petroleum, lube, ATF piping and fittings for Balcrank assembly and installations of350 reels and I mile of piping for new and used oil delivery system.NOTE: see “Scope of work for details.
New and Waste Fluid Tanks $0Tanks are us.
Air Link Pneumatic Tube System $63800Labor includes installation with control fire feed & terminations w/ ConcreteCore bores and man lift. Includes: Base System, Service bays-Teams, FutureService Write up and Remote Bays. (*Add $20,740 for Future Service Areas)
Sub-Total $471636
LABOR, SETUP and INSTALLATION
Wheel ServiceDisassembly and relocate 2 existing Hunter Scissors alignmentracks for use with pit-style installation. Includes moving the DSP600sensors (No charge for the new RX12). Hunter Rep to calibrate cameras.
General Shop EquipmentAssemble, setup, install and train on all equipment list as GeneralShop Equipment.
Lifts and RacksInstall 64 Rotary In-ground twin post 10,000lb. Capacity hoist.Includes Power Pack setup on Shure work station. Electrical hookupAnd finish work for each hoist. Turn key ready to use.
Air Compressor SystemInstall Champion Rotary Screw Compressors and Refrigerated Air Dryer.Run all air lines to hose reels and work areas including air supply to tire changers,balancers, and benches. Includes piping, ball valves, clamps, rental equipment and materials asnecessary for the service area air requirements. Run piping and supplyair to the Air Link tubing system, petroleum pumps, dynamometer, alignment racks as necessary.
Vehicle Exhaust SystemInstall complete Harvey vehicle exhaust system including 4, belt drive motors,port lids Inlet and outlet connectors underground duct concrete lines and risers
to roof. Turn key System ready to use.
Cabinets and BenchesInstallation of 32, 10’ Shure Work Stations with Cabinets, and Tool Boxes.Includes setup, installation and mounting for 64 benches, Tool Boxes, and7 Sinks.
Lubrication SystemPetroleum, lube, ATF piping and fittings for Balcrank assembly and installations of350 reels and I mile of piping for new and used oil delivery system.NOTE: see “Scope of work for details.
New and Waste Fluid TanksTanks are us. (Needs Labor for Install of Tanks)
Air Link Pneumatic Tube System $63800Labor includes installation with control fire feed & terminations w/ ConcreteCore bores and man lift. Includes: Base System and Service Bay-Team area.*For Future Service Write up and Future Remote Bays add $20,740.
Sub-Total $498036
SUMMARY: Page 11
Wheel Service $197590 $0
General Shop Equipment $38962 $0
Lifts and Racks $349632 $0
Compressor System $25835 $0
Vehicle Exhaust Ventilation System $56128 $0
Cabinets and Benches $298574 $322361
Lubrication System $187963 $187963.64
New and Waste Fluid Tanks $119696 $119695.99
AIR LINK Air Tube System $86984 $86984
EQUIPMENT SUB-TOTAL $1360882 $1361364 $0
Labor, Setup, Installation $491636 $471636
Freight and Handling $25356 $16635
Sales Tax (before Floor Scrub equip) $105468.35
Project Total (Before complete Tax and Tank Install) $1983342.35
Notes and DeclarationThis is a preliminary budgetary proposal based on your input, needs and recommendations.
In-ground hoistThe Job labor time period for installing the In-ground hoist is expected to be 60 to 90days from our first access to the job site. The general contractor (someone other thanMission Equipment) will lay electrical line and allow for air line drops before initialconcrete work. General Contractor will provide for 36” wide open trench areas for installationof hoist and will provide the finish concrete work after the hoist are installed.The General Contractor will haul away any excess dirt from the site.The General Contractor will remove excess pallets, crates and shipping materials.A staging area will be available to off load and receive freight.
It is expected that we will have reasonable access to the work site without excessive interferencefrom other contractors or other unknown factors.Water and water lines/piping and related connections are not included in this quote.All boxes, crates and equipment within the scope of this quote will be opened, setup, installed andmade ready for operation.Mission Equipment will work with Toyota Carlsbad to provide turn key installation, productsetup and equipment training. We will work with you to cover any areas not considered in thisquote that may surface at a later date but is not currently in the scope of this bid.WarrantyMany of the products quoted for Toyota Carlsbad have a manufactures 5-year partswarranty with a 1 year labor warranty. Hunter and other manufactures offer a 3-year partsand 6 months labor warranty. In consideration of our current working relationshipMission Automotive Equipment will offer Toyota Carlsbad the best of both warranties.Toyota Carlsbad will receive 4-years parts and labor warranty (5-years on Balcrank reels &Champion motors) on all equipment purchased from Mission Equipment.*Exclusion: Negligence, normal wear items (such as floor jacks and hoses) and failure toperform recommended maintenance.New and waste tanksThis is a budgetary proposal based on your expectations, needs and input. We areprepared to value engineer the storage tanks to better fit your budget.
SCOPE OF WORK FOR TOYOTA CARLSBADNew and used oil delivery systemFurnish and install petroleum equipment and system as follows:A) Quantity 4 of U.L. 142 double wall painted steel tanks, (1) 2,000 gallon synthetic oil, (2)2,000 gallon for (2) ATF, (1) 5,000 for 5/30 motor oil, including necessaryvents and emergency vents, external venting above roof level, Scully tank level gauges, lockingtanks and touch up paint. Product labels for tanks by petroleum fluid supplier.B) Quantity 4 of air operated 10:1 pumps, (2) for motor oils and (2) for ATF including connectinghoses, filter/regulator/lubricators, pressure relief valves, suction check valves, air operated safetysolenoid valves, fluid console (Pump Sentinel) to be located in the parts rooms, low voltage wiringto be installed in conduit, ball valves, product labels on pipe ion the tank room and ground wires.C) 1" piping loop around shop with 3/4" branch lines to reels to connect pumps to reels. Piping isseamless stell tubing with Parker hydraulic bite type fittings, isolation ball valves (200 psi) andincluding piping brackets, product labels and flow arrows.D) Enclosed reel banks & accessories including (8) banks of (7) reels to be mounted per drawingconsisting of (2) motor oils, (2) ATF, (1) air, (1) water and (1) electric light cord reel; 28 banks of(9) reels to be mounted per drawing consisting of (2) motor oils, (2) ATF, (1) water, (2) air and (2)electric light cord reels; included are 36 reel brackets primed & painted, total of 308 reels, 144metered control handles, 308 ball valves (2000 psi for oil & ATF / 600 psi for air & water), 36water bibs; (64) SAE auto shop interchange air quick couplers.E) Waste oil system to include custom 10,000 gallon U.L. 142 double wall painted steel tank tobe located per drawing in concrete pit by contractor; galvanized 1" pipe from tank to pumps withpiping brackets, product labels and arrows; (8) 1" air operated U.L. diaphram pumps withconnecting hoses, filter/regulators, necessary back flow check valves, pump bracket, hosehanger, high level shut off system with low voltage wiring in conduit, pump labels and ball valves;(31) 23 gallon heavy duty steel roll around waste oil drains powder coated black and labeled "forused oil only" with quick disconnects to match waste oil pumps only.F) Waste Coolant fluid system to include custom 2,000 gallon U.L. 142 double wall painted steeltank; galvanized 1" pipe from tank to pumps with piping brackets, and product labels and arrows;(8) 1" air operated diaphram pumps with connecting hoses, filter regulators, necessary back flowcheck valves, pump bracket, hose hanger, high level shut off system with low voltage wiring inconduit, pump labels and ball valves; (8) 23 gallon heavy duty stell roll around waste coolantdrains powder coated green and labeled "for anti-freeze only" with quick disconnects to matchwaste coolant pumps only.G) Waste oil and coolant tanks to include necessary vents, emergency vents, externalventing,Scully tank level gauges, locking fill caps, external remote evac location with spill box/cover and2" cam lock fittings and caps, seismic clips, ground wires and touch up paint.H) Waste oil and coolant pumps to be mounted in (8) painted shroud/covers.I) Necessary threaded inserts for reel brackets and piping lines to be installed prior to floor pour.WARRANTYLubrication equipment; 5 years: parts, labor, travel includedPiping; 1 year: parts, labor, travelNOTES1) The new and used oil delivery system is to be installed, the lines filled and the systemtested as required by local codes.
2) Petroleum products to be supplied by others.3) Water piping by others to be terminate within 1 foot of reels and include a ball valve forconnection provided by us.4) Electrical by others except for conduit and wire for Pump Sentinel and waste oil/coolanthigh level shut off system. Electrical contractor to furnish and install plug in boxes aboveelectrical reels.5) Drawings to be provided for complete shop latout of equipment and required air orelectrical. Copies to be provided for other trades, General Contractor and owner.6) Drawing with tank location supplied to obtain permits. Permit cost are additional and willbe billed as an extra to the owner.7) Service manuals to be supplied upon completion of testing and permit approval.8) Project management, attendance of all necessary contractor construction meetings andtraining for shop technicians included.
SCOPE OF WORK FOR TOYOTA CARLSBADLabor to install tanks and accessories:Off load and set the following tanks with a crane and fork lift to location approved on drawings.1 of 5,000 gallon new oil tank.3 of 2,000 gallon new oil tank.1 of 7,540 gallon waste oil tank.1 of 2,040 gallon waste coolant tank.Install ground level fill, vents and level gauge on new tanks (equipment provided on other quote)Install remorte evac with spill box, vents and level gauge on waste oil/coolant tanks (equipment provided onother quote).Install single vent piping to roof level on new oil tanks (4 products to be vented to rook in 1 pipe)Install vent piping to roof area of loading dock part of the building (venting to roof level of main building willbe an additional charge if required)Hazardous material lables on all tanksTouch up all tanks with white paint provided by tank manufacturerInstall high level shut off (BJ Enterprises) system, equipment to be provided by othersInstall low voltage wire on WO & WC pipe to shut off valves at the pumps (condiut not included if required)Test system for proper operationClean up all debris left by installationThe following are not included:Permits (can be billed as an extra)Crash postsProduct tanks labelsChase pipe for vent piping to roof and through parking levels (contractor provided)Roof flashing or finish construction around vent pipingAdditional work not described above
Thank you for applying to the position LA-2005-0144, Administrative Specialist (Records Management) (EX) at Federal Bureau ofInvestigation.
Your responses, as listed below, are being reviewed. You may revise your answers until this vacancy announcement closes August,22, 2005 by logging into FBIjobs and reapplying for the same position or by following this link: https://jobs.quickhire.com/scripts/fbi.exe/rundirect?Org=1&Job=3757 .
Grade 07 responses:
1. Select the response that best describes your education and/or experience as it relates to the position.Answer: I have completed a bachelors degree and meet the requirements for Superior Academic Achievement - I meet one of thefollowing: (1) class standing, (2) a grade-point average, 3.0 or higher, as recorded on an official college transcript, or as computedbased on courses completed during the final two years of curriculum, or (3) honor society membership.
2. Indicate your ability to maintain and retrieve files and records.Answer: Have previously established file systems using various alphabetical and numerical systems.Have experience filing and retrieving documents, folders, and index material for reference.
3. Indicate your training/experience with searching files, documents or other sources for information.Answer: I have performed this task as a regular part of a job, independently and usually without review by supervisor or senioremployee.
4. In the text box below, please elaborate on your answer to the previous question. Identify the specific experience, training and/oreducation that you received to perform the duties.Answer: Hunter Engineering CompanyTerritory Management Clerk and Sr. Territory Management Representative
As part of managing approximately 500 sales and service representatives? territories, the entire process was documented andmaintained in files for the purpose of tracking all instructions sent into the home office and making certain that these instructionswere followed according to the decisions from the approximately 20-25 regional managers and 4-5 divisional managers.
Some of the instructions from the regional and divisional managers were incomplete and missing significant information where Iwould not be able to logically complete the territory change process. One divisional manager, Greg Dunkin, routinely requestedterritory changes over the telephone with no written instructions. He would then schedule a visit at the home office to meet with me,review the maps I made showing the current territories and maps showing the territories after the proposed changes. He would thenagree to the proposed territories or make further adjustments to achieve hisobjectives. After I would write the instructions, he would sign the Field Activity Report (FAR). All FAR?s from the Regional andDivisional Managers were documented and filed according the regions for review in the future if a dispute over territory changesoccurred.
Physical Files Maintained1. Sales and Service rep file maintenance2. Maintaining the files for the instructions from regional and divisional managers3. Current territory maps for the sales and service reps4. Computer printouts for all changes made to the AS/400 computer system for all territory changes, trade area changes, andsales and service rep contact information.5. Current maps of the regional and divisional sales and service boundaries for the regional and divisional managers6. ALI (Automotive Lift Institute) monthly report7. Sales and service representative assignment numbers; regional managers and divisional managers assignment numbers8. Interoffice memos concerning the territory changes sent to managers internal and external, and the sales and servicerepresentatives9. Distributor contracts: a 3-4 month project completed on a yearly basis.10. Sales and service representatives contracts: continual changes made as the territories were adjusted and/or product lines wereadded.
Computer files on AS/400 computer database maintained1. Territory management database: territories maintained with state/county codes and zip codes; trade area files maintained bygrouping counties according to quota.2. Maintaining sales and service representative contact information3. Many of the above listed physical files were also maintained on the computer as the transition was made from paper tocomputer for these files.
5. Please provide a brief summary of your knowledge of National Archives and Records Management Administration (NARA)record keeping requirements, methods, and techniques.Answer: None
6. Please provide a brief summary of your knowledge of Federal policies and procedures as they relate to records management.Answer: None
7. Please indicate which description best describes your highest level of experience providing advice and assistance to othersregarding Records Management.Answer: I have not had experience, education, or training in performing this task.
8. In the text box below, please elaborate on your answer to the previous question. Indicate where this is reflected on your resume(i.e. identify the specific experience, training and/or education), but do not paste your resume here.Answer: I do not have education or training in the National Archives and Records Management or the Federal policies andprocedures for records management. I am assuming that this essay question is directly concerned with these policies andprocedures and giving instruction to others on this specific topic. I am also assuming that this question should not be drawing uponexperience gained from other non federal jobs that included extensive record management systems, such as my experience fromHunter Engineering Company. Hunter Engineering Company is a contractor for the Army as a part of vehicle fleet maintenance.
9. Which of the following most accurately describes your experience and/or ability to communicate orally?Answer: I have applied basic communications skills to conduct work activities with internal and external customers as well as co-workers and superiors. I have answered the telephone and responded to inquiries regarding non-technical or routine matters.
10. In the text box below, please elaborate on your answer to the previous question. Indicate where this is reflected on yourresume (i.e. identify the specific experience, training and/or education), but do not paste your resume here.
Answer: Hunter Engineering CompanySr. Territory Management RepresentativeTraining Judy White on the 3-4 month direct mail project in 2001 and 2002: Distributor Contracts. The initial step was to prepare anoutline for the distributor contract job duties by documenting the entire procedure for the first time in a job flow/time sequenceaccording to different deadlines to be met throughout the project. The outline was used to answer when to order supplies, how tocalculate the correct amount of supplies to order, the different documents required to make these calculations, names of the peoplein different departments who place the orders for the supplies. Then I scheduled time to talk with Judy to cover the scope of theproject, the time frame to complete specific tasks, and the people to consult with in other departments who are necessary to workwith at different times. The contract preparation involved obtaining the correct documents to complete sections of the contracts,such as the territory maps and the correct product listings. This section of the contract preparation involved downloading the currentterritories from the a database on the AS/400 computer to a Microsoft Excel spreadsheet, and uploading the information toMapPoint? Mapping Software, then customizing and printing the maps on an available laser printer. Time was to be scheduled withthe mail room/printing room to print a large volume of contracts. Territory maps and product lines were printed at the last minutesince territories were being updated on a frequent basis as this project was completed over the entire time span allotted for theproject. This required a coordination of efforts between Judy and the person completing the territory changes. Throughout theprocess of this direct mail project, efforts were to be coordinated with the Customer Relations Manager-Steve Helmkamp, who wasa guiding influence and worked with the distributors. A secretary for the Customer Relations Manager-Betty, was helped SteveHelmkamp with the distributor contracts that flowed from the Marketing Information to Customer Service. The oral communicationinvolved teaching Judy by using the project outline for a complete overview of the tasks and deadlines, coaching her through the 3-4month process to keep her within the task deadlines, introducing her to the different people she would be working with, andreviewing any deficiencies that I would discover with Judy to make sure that the work meet specific measures for quality andassisting her on different matters. Periodically, I would stop Judy to review the task deadlines with the outline to give her the toolsnecessary to measure her own progress and teach time management skills.
Hunter Engineering CompanyTerritory Management Clerk and Sr. Territory Management Representative: Questions from Regional ManagersAs questions would arise concerning the territories and contracts for sales and service reps, I would first try to answer any questionsfrom regional/divisional managers by searching for the instructions on the Field Activity Report (FAR) that described how to alter asales/service territory written by a specific regional/divisional manager and comparing that information to the existing territories indispute. If a conflict existed from the written instructions, after attempting to solve the dispute by telephone calls/emails with theinvolved regional managers, I would provide a summary of my actions and give possible solutions to the VP of Sales and Marketing,who would then make the final decision.
The following is an explanation of a conflict found on the written instructions from a regional/divisional manager for territorychanges. During an initial review of the FAR instructions, if I noticed any amguities while writing the territory changes, I would askquestions to clarify the instructions. This would prompt an email to the regional manager, requesting additional information.Usually, I could solve this by trying to understand the purpose for the territory changes. After understanding what the managerswould like to do with a given territory, I would propose a solution to the manager. Because the territory change process is veryspecific and involved using a database that did not allow for ambiguities, the explanation had to take into consideration that someregional managers were not computer savvy. In thesecases, I would explain by telephone and provide map to help them understand why my questions were necessary. As long as Icould translate the written or verbal instructions into a computer code by understanding the intent of the territory changes, Isucceeded in communicating with the regional managers. All changes to the instruction from the regional manager weredocumented, restated and sent by email to him to obtain a confirmation for any alterations to the original instructions. All changes tothe instructions on the FAR were to be verified by the regional manager by email before those changes were to take effect andsaved as part of the documentation process and filed.
Hunter Engineering CompanySr. Territory Management RepresentativeCopy Machine MaintenanceAfter my promotion to the Sr. Territory Management Representative, an additional duty was given to me as an extension my new jobduties. (The promotion was signed by Dave Smith and Rhonda Tenkku on 12/17/1999 after a meeting with both of them.) After acasual discussion with Joe Staniszewski and an accountant, who asked about the basic requirements for a copy machine to beused for the newly built floor for the Advertising, Marketing Information, and the Technical Publications, I volunteered to keep thecopy machine maintained. This included scheduling a technician for copy machine repairs with the contracted repair company overthe telephone, escorting the technician to/from the department, and requesting supplies from the printing room.
11. From the following list, identify the types of written products you have produced.Answer: Form letters, Standardized Reports, Memorandums Electronic Communication
12. In the text box below, please elaborate on your answer to the previous question. Indicate where this is reflected on yourresume (i.e. identify the specific experience, training and/or education), but do not paste your resume here.Answer: Hunter Engineering CompanyTerritory Management Clerk and Sr. Territory Management Representative
1. Form letters: Cover letters accompanied each contract or amendment to the contract before being sent by certified mail to thesales and service representatives for a final review and signature. A copy of the cover letter and unsigned copy of the amendmentwere kept with the representative?s file until the signed copies of the amendments were returned to the home office. A companyofficial who represented Hunter Engineering Company provided a counter signature. Then the signedamendments/contracts were distributed to the VP-Sales and Marketing-Dave Smith, the regional and divisional managers, theindividual sales or service representative, and the representatives? file managed by the Sr. Territory Management Representative.
2. Standardized reports: Two examples exist for a standardized report: the Automotive Lift Institute (ALI) Report and the OpenTerritory Report.The ALI Report was completed on a monthly basis for the Product Manager-Pete Liebetreu and signed by the available supervisor(Rhonda Tenkku or Jeff Russell). A copy was given to the VP of Sales and Marketing-Dave Smith and a separate form for a clerk inthe accounting department for payment to ALI. The basic procedure involved retrieving specific data from a computer report andcompleting basic mathematical computations on a form to be given to the appropriate Product Manager. Then information from theALI report was completed on a Microsoft Word document and faxed to the representative at the Automotive Lift Institute.
The second example is the Open Territory Report to be given on a monthly basis to the Retired VP-Sales and Marketing- DonEmerson and the Customer Relations Manager-Steve Helmkamp. After requesting a computer printout of the sales and serviceterritories from the IT Department, specific data was taken from the computer report and entered onto a Microsoft Word template toreflect the territories that did not have a sales or service representative assigned to work in a specific area. Over the seven years ofcompleting this report and answering questions that were frequently asked from the retired VP-Sales and Marketing, I addedadditional Columns with extra information to this report to answer his common questions.
3. Memorandums: A memorandum was completed that summarized the territory changes made on an effective date and involvedspecific representatives for changes to the territory boundaries and/or the product lines. This memorandum was sent to managersat the home office, the regional and divisional managers, and the sales and service force.
4. Electronic Communications: Daily communications with the regional and divisional managers occurred concerning field activityreports (FAR) that encompassed instructions and questions on the specific details for changes made to territories ranging from zipcode questions, county questions, and product assignment. Many of the questions were also answered over the telephone toinclude conference calls with the regional managers and sometimes the specific sales or service reps.
13. Do you have experience collecting information from a variety of sources and evaluating the similarities and disparities in thedata?Answer: Yes
14. Which of the following most accurately describes your ability to apply reasoning to resolve a problem, question or issue?Answer: I have demonstrated the ability to independently collect information from a variety of sources, analyze and interpret theinformation, and draw conclusions to solve problems.
15. In the text box below, please elaborate on your answer to the previous question. Indicate where this is reflected on yourresume (i.e. identify the specific experience, training and/or education), but do not paste your resume here.Answer: Biology Laboratory: Fall Semester 1996: University of Missouri-St. LouisInstructor: Dr. L. FriedmanDiscussion Group: Dr. Marietta BaxendaleBiology Laboratory Instructor: Kristine MotherheadA Laboratory completed in Two Parts: ?DNA Restriction? and ?DNA Fingerprinting and the Principle of Heredity? Completed withLab Partners: Bruce Kelly, Constance Cafazza, and Marcy Hammerle.
The purpose of the two experiments was to teach the basic procedure for analyzing DNA. This specific biology laboratory, in a twopart series, involved obtaining DNA from the epithelial cheek cellsfrom my lab partners and myself to test a polymorphic region ?VNTR D1S80- using PCR-polymerase chain reaction-amplifying theDNA, and obtaining the DNA fingerprint using gel electrophoresis. I have a photo of the gel electrophoresis with the laboratorypaper.
Examples of other laboratories completed with the same lab partners: Digestion, Circulation, Diffusion and Osmosis, ScientificInquiry, Nervous System, Properties of Enzymes, Pigments of Photosynthesis, Microscopes and Basic Units, Mitosis, and ProteinSynthesis Computer Program.
Independent Investigation written with my lab partners: "The Effect of Temperature on Ladybugs (Hippodamia Convergens)"
Biology Laboratories: Winter Semester 1997: University of Missouri-St. LouisInstructor: Dr. James Trager
Biology Laboratory: Diego Perez-SalicLaboratory Partners: Constance Cafazza, Mari Burk, Toby Lauer, Nicole Davis, and Laura Schulte.
Examples of laboratories: Global Distribution of Climate and Life, Diversity of Protist and Animals, Diversity of Animals II,Angiosperm Form and Function I and II, Plant Diversity in Form and Function, Protein Electrophoresis and Population Genetics inBrassica rapa (Interpretation of Banding Patterns), Cladistics, Factors Affecting Population Growth, and Mimicry.
Papers Written with the Lab Partners: "Mimicry-Are Local Birds able to Distinguish Between Palatable and Unpalatable Prey andTherefore Affect the Evolution of Mimicry?" and "Is the Brassica rapa Population Evolving?"
16. From the following list of research skills, please identify those you have routinely and successfully applied in an academic orprofessional setting.Answer: Preparing factual reports, Extracting and compiling numerical or statistical data Verifying facts and figures. Locatinginformation on the Internet
17. In the text box below, for those items checked in the previous question, select one and provide an example that illustrates yourhighest level of performance in applying that skill.Answer: Extracting and compiling numerical or statistical data.
Physics Laboratory: Winter Semester 1998: University of Missouri-St. LouisInstructor: Dr. Mary LeopoldLaboratory Instructor: Gabor BalazsiDiscussion Group: Dr. Lucy He
Physics Laboratory: Fall Semester 1998: University of Missouri-St. LouisInstructor: Dr. Mary LeopoldPhysics Laboratory Instructor: Wentad Qin
Laboratories completed for Physics: Precision Measurement, Gravitational Constant, Projectile Motion, Cylindrical Coordinates,Periodic Motion, Newton?s Second Law I and II, Friction, Rotational and Translational Energies, Conservation of Linear Momentum,Electric Fields and Equipotential Surfaces, Ohm?s Law-Measurement of Voltage-Current and Resistance, Resistors in Series andResistors in Parallel, AC Voltages-Frequency and the Use of the Oscilloscope, Resistance-Capacitance Circuit, An Electronic Modelof an Unmyelinated Axon, Magnetic Introduction of a Current Carrying Long Straight Wire, and Reflection and Refraction.
Physics Classmates: Scott Larson, Lea Claycomb, Kim Jackman, Pat Rauscher, Sima Patel, Rachel Hammersmith, TroySchumacher, Joyce Balls, and Ling Tjoeng.
Chemistry Laboratories: Fall Semester 1997: University of Missouri-St. LouisInstructor: Dr. SternsLaboratory Instructor: Gary Nichols
Chemistry Laboratory: Fall Semester 1999: University of Missouri-St. LouisInstructor: Dr. GutwielerLaboratory Instructor: Gary Nichols
Chemistry Laboratory: Winter Semester 2000: University of Missouri-St. LouisInstructor: Dr. J. DenceLaboratory Instructor: Gary Nichols
Chemistry Laboratory: Winter Semester 2001: University of Missouri-St. LouisInstructor: Dr. J. DenceLaboratory Instructor: Gary Nichols
Chemistry Laboratories:Statistical Analysis of Experimental Density Data, Density of Liquids and Solids, Determining the Empirical Formula of a Compoundcontaining Magnesium and Oxygen, Determining the Formula of Zinc Chloride, Studying Chemical Reactions and Writing ChemicalEquations, Evaluation of 0 Kelvin, Hydrogen Atom Spectrum , Single Replacement Reactions and Relative Reactivity, ASequence of Chemical Reactions: Transforming Copper, Writing Lewis Symbols and Lewis Structures, Determining the Molar Massof a Volatile Liquid by the Dumas Method, Enthalpy of Hydration, Stoichiometry of the Reaction of Magnesium with HydrochloricAcid, Molar Mass Determination by Freezing Point Depression in t-Butyl Alcohol, and Preparation of Aspirin. Studying Oxidation-Reduction Reactions, Solubility Product Constant of Lead (II) Iodide, Standardizing a Sodium Hydroxide Solution with Oxalic Acid,Titrating Hydrochloric Acid Solution with a Standard Sodium Hydroxide Solution, The Chemistry and Qualitative Analysis of Cations,Studying the Kinetics of a Chemical Reaction, Some Main Group Chemistry, Preparation of Benzalmalonic Acid, Preparation ofSodium Hexanitrocobaltate (III), and Preparing Tris (2, 4-Pentanedionato) Iron (III) , an Iron Coordination Complex.
Organic Chemistry: Winter semester 2003: University of Missouri-St. LouisInstructor: Dr. Mannino
Lecture and not the laboratory.
Total GPA Calculations: Includes the Bachelor of Science in Business Administration and Premedical Classes.University of Missouri-St. Louis GPA is 2.546.The University of Missouri GPA is 2.614.1983-2003: Cumulative GPA is 2.614, based on a total of 183.0 grade points on a 4.0 grade point system.1996-2003: Pre-medical science GPA 3.123 based on 44 credit hours and 137.4 grade points earned.
After working full time at Hunter Engineering Company during the days, I was taking premedical classes in the evenings. As of 10/28/1999: I studied an average of 10-20 hours per week while working 40 hours per week at Hunter Engineering.
18. From the list below, select the one that best describes your experience in working with a team in conducting a researchassignment:Answer: Used the work contributed by others into a study I was conducting.
19. From the choices below, please select those analytical techniques and sources:Answer: Education or training in analytical studies
20. Which of the following most accurately describes your ability to set priorities, organize and respond to work requests?Answer: In my past work assignments, I have modified my own work goals to conform to new scheduling constraints/priorities. Ihave coordinated my own work with employees involved in other projects in the assigned work area. I have adjusted my work toensure most deadlines are met.
All Grades responses:
21. Do you live in the Los Angeles, CA commuting area or are you a FBI employee currently assigned to a Legat Office?Answer: Yes
2. How did you hear about this position?Answer: Internet
Locations: Los Angeles County, CA
Please make sure that you have entered your resume. You will bedisqualified from consideration if your resume has not been entered beforethis vacancy closes.
Please remember to send all supporting documentation to the HR officefor proper consideration.
Thank you for using the Federal Bureau of Investigation!
----------------------------------------------------------------------------QuickHire?: Evaluate the People, Not the Paper. All Rights Reserved.
Subj:FBIjobs ResultsDate:10/6/2004 12:12:12 PM Pacific Daylight TimeFrom:[email protected]:[email protected] from the Internet (Details)
Dear ROSEMARY,
Thank you for applying to the position LA-2004-0001, Intelligence Analyst, GS-0132-7 / 9 / 11 / 12 / 13 / 14 (EX) at Federal Bureauof Investigation.
Your responses, as listed below, are being reviewed. You may revise your answers until this vacancy announcement closesSeptember, 27, 2004 by logging into FBIjobs and reapplying for the same position or by following this link:https://jobs.quickhire.com/scripts/fbi.exe/rundirect?Org=1&Job=135 .
Grade 07 responses:
1. GS-7: Select the one response that best describes your education/experience.Answer: I have at least a bachelor's degree and two years of experience in a position that involves the exercise of analytical ability,judgment, discretion and personal responsibility for an organized body of knowledge. Such work equates to the type of positions
that can generally be classified in a two-grade interval series by federal classification standards and may be in professional,administrative or managerial field of endeavor. Experience must be equivalent to the GS-5 level.
2. From the following list, identify the types of written products you have produced. (Check all that apply)Answer: College term papers, Procedures and guidelines, Form letters, Standardized reports
3. Do you have experience collecting information from a variety of sources and evaluating the similarities and disparities in thedata?Answer: No
4. Which of the following most accurately describes your ability to apply reasoning to resolve a problem, question or issue?Answer: I have had some education or training in the process of analyzing and interpreting information to draw conclusions or togenerate new questions to pursue.
5. From the following list of research skills, please identify those you have routinely and successfully applied in an academic orprofessional setting. (Check all that apply)Answer: Preparing factual reports, Extracting and compiling numerical or statistical data, Verifying facts and figures.
6. For those items checked in the previous question, select one and provide an example that illustrates your highest level ofperformance in applying that skill.Answer: As a Sr. Territory Management Representative at Hunter Engineering Company in Bridgeton, MO, one section of my jobwas to gather information, update, and maintain a territory database on AS/400 for the purpose of managing the sales and servicerepresentatives territories, that was followed by updating and compiling contracts for those representatives.
The territory management process started with instructions from the regional and divisional managers asnew or existing representatives gained or lost territory for the sales or services functions. Once theinstructions were received, a territory change was written. Any and all information for this territorychange that went against policy or proceedures had to be resolved by taking the initiative to contact the regional and divisionalmanagers involved in the territory disputes, or guidance from the Vice President of Marketing before the changes were entered intothe company database. This involved resolving any questions well in advance of the effective date for the new territories. Thisincluded documenting all relevant information and discussions pertaining to the issues.
Once final approval from the regional and divisional managers or the Vice President of Marketing was received for any conflictinginformation, the data was entered into the company computer`s database. This was followed by notifying those who needed toknow about the territory management changes, and updating or producing contracts or amendments for the sales and servicerepresentatives.
7. Which of the following most accurately describes your ability to set priorities, organize and respond to work requests?Answer: In my past work assignments, I have assessed my own work products and monitored progress against assigned goals. Ihave scheduled tasks so that needed information was gathered in the proper sequence. I have experience in adjusting my work toensure that some deadlines are met.
All Grades responses:
1. Select the one response that best describes how you satisfy the basic qualification requirements set forth in this announcement.Answer: Bachelors degree in any discipline from an accredited college or university.
2. Please identify the program area in which you are most interested. Note that this does not guarantee placement in that particularprogram. Select only one.Answer: Intelligence: Coordination and management of collection requirements and dissemination procedures within theintelligence, policy, and law enforcement communities; coordination and production of cross-program strategic intelligence analysisand threat forecasting; production of daily FBI intelligence reports for internal and external dissemination.
3. Please select one statement that most closely identifies your work experience or functional interestAnswer: Reports Officer- identifies and extracts essential information and analysis from investigations and intelligence products andsynthesizes the information into disseminable reports; ensures that dissemination policies are complied with and that the informationis shared to the widest possible extent
Locations: Los Angeles County, CA
Please make sure that you have entered your resume. You will be disqualified from consideration if your resume has not beenentered before this vacancy closes.
Please remember to send all supporting documentation to the HR office for proper consideration.
Thank you for using the Federal Bureau of Investigation!
----------------------------------------------------------------------------QuickHire?: Evaluate the People, Not the Paper. All Rights Reserved.---------------------------------------------------------------
Headline Archives
PROTECTING OUR FINANCIAL INSTITUTIONSCID Exec Chris Swecker Talks About Frauds Committed Against Banks09/22/04
Last week, the FBI went public with ''Operation Continued Action''--a national takedown of organized groups and individualstargeting U.S. financial institutions. They could have gotten away with billions of dollars and threatened the nation's economy.Instead--with our law enforcement and regulatory partners--we've identified more than 271 subjects in 158 separate investigationsworked by 47 field offices in 37 states. And we've filed more than 151 indictments, informations, and complaints so far. Read on asFBI Assistant Director Chris Swecker talks about the Bureau's continuing role in combatting these kinds of crimes.Q. Can you tell me why the Bureau went public with ''Operation Continued Action'' last week? A. Three words: protect the public. Wewant to educate consumers about these kinds of crimes, to let them know that if it's sounds too good to be true, it probably is.We also think these arrests deter wannabe white collar crime criminals--people who aren't criminals, but could be fatally tempted bythe prospect of making a lot of money so fast.Q. Specifically, what kinds of cases were involved in ''Operation Continued Action''? A. A whole range of schemes. Like majormortgage and loan fraud. Identify theft. Financial institution failures. Check fraud and check kiting. And insider fraud. We focus ondismantling organized fraud rings, but we also go after individuals who are engaging in major frauds. We focus our resources wherethey'll make the most difference and the most savings to the economy.Q. Two major FBI initiatives involve mortgage fraud and identify theft--can you talk a little about each of them? A. Sure. Mortgagefraud really took off a couple of years ago when interest rates began dropping and there was a run on refinancings. The problemcontinues to escalate, but we're working to get out in front of it. By its nature, mortgage fraud needs ''insider'' involvement, so we'refinding that undercover operations are highly effective in uncovering them. We're also working closely with all the industry'sprofessionals--mortgage brokers, realtors, accountants, appraisers, loan officers, and title companies--who are as anxious as us toweed out the bad seeds.As for identity fraud, we want and need the public's help in reporting these crimes. Individual reports, though, are not enough. To getour arms around the problem, we need to consolidate all the reports in one place and analyze them to see the patterns, the trends,the culprits. That's why we're currently working with several banks, credit card issuers, law enforcement, and regulatory agencies toestablish a National Joint Identity Theft Center, where analysts would link violations, identify rings perpetrating the acts, and get thatinformation to the right law enforcement agency for appropriate action.Q. Can you tell me the numbers? How successful have you been? A. I'd say very successful. Since 2000, our investigations haveresulted in nearly 11,500 indictments, almost the same number of convictions, and approximately $8.1 billion in restitution orders.And during fiscal year 2004 alone, we've managed to completely dismantle more than 18 organized groups involved and disruptedthe activities of about 33 more.
![HOME [fbi-paris.com]fbi-paris.com/Book_Fabrice-Belaire_2014.pdf · Outline of projects - Edition 2014 1 PORTFOLIO 2014 // Outline of projects FABRICE BELAIRE HOME 123, rue Saint Antoine](https://static.documents.pub/doc/80x56/604fee1c16044815f31c38e5/home-fbi-pariscomfbi-pariscombookfabrice-belaire2014pdf-outline-of-projects.jpg)
