**Primary Responsibility:** To lead, plan, execute, and finalize BAS/energy projects according to strict deadlines and within budget, ensuring that all contractual and performance specifications are met to achieve high client satisfaction.

**Prerequisites:**

- Bachelor's degree in Engineering, Construction Management, Business, or related field (or equivalent experience)

- Strong organizational, communication, and leadership abilities

- Technical aptitude and willingness to learn BAS systems

- Experience in construction, engineering, or technical project management preferred

**Career Path:** This is a standalone professional role with opportunities for advancement to Senior Project Manager, Program Manager, or Director of Operations based on company growth and individual performance.

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- Project performance metrics: on-time delivery, budget variance, quality scores

- Written exam on project management methodology and BAS fundamentals (80% passing score)

- Client satisfaction surveys (minimum 4.5/5.0 rating)

- Financial performance: projects completed within 5% of budget

- Supervisor evaluation of leadership, communication, and problem-solving

- Peer review from field staff on coordination and support quality

- Portfolio of successfully completed projects with lessons learned documentation

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**Key Tasks for Qualification**

- 1. **Project Planning:** Develop a comprehensive project plan, including WBS (Work Breakdown Structure) and critical path analysis (Gantt chart).

- 2. **Project Planning:** Define project scope and deliverables, involving all relevant stakeholders (client, engineering, field teams).

- 3. **Financial Management:** Monitor project budget daily, tracking actual costs against budgeted costs (WIP reporting).

- 4. **Financial Management:** Review and approve vendor invoices and subcontractor billings related to the project.

- 5. **Communication & Client Relations:** Conduct formal project kick-off meetings with the client and internal teams.

- 6. **Communication & Client Relations:** Manage all change order requests, creating documentation, negotiating pricing, and securing client approval before execution.

- 7. **Execution & Closing:** Schedule and lead regular site coordination meetings with general contractors and other trades.

- 8. **Execution & Closing:** Complete final project closeout documentation, including as-builts, warranty papers, and final payment collection.

- 9. **Risk Management:** Identify, document, and mitigate at least two high-priority project risks (e.g., material lead times, labor shortages).

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1. **BAS Technical Foundations:** Abbreviated technical overview of building automation systems, major components, installation process, and commissioning. Understanding what you're managing is critical.

2. **Construction Project Management Fundamentals:** Overview of construction phases, stakeholder management, and industry-specific challenges.

3. **Contract Law & Change Order Management:** Understanding construction contracts, scope changes, and legal implications.

4. **Company Project Lifecycle:** How projects flow through the organization from bid to closeout, and the PM's role at each stage.

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1. **Project Management Fundamentals:** WBS, Critical Path Method (CPM), and Scope Definition.

2. **BAS Project Lifecycle & Stakeholder Management:** Navigating the construction phase from bid to handover.

3. **Advanced Financial Controls:** Work In Progress (WIP) Reporting, Cost Tracking, and Budget Variance Analysis.

4. **Subcontractor and Vendor Management:** Invoicing, Billing, and Payment Procedures.

5. **Client Communication & Kick-Off Strategy:** Leading formal project initiation meetings.

6. **Change Order Procedures:** Negotiation, Pricing, and Formal Documentation.

7. **Site Coordination & Logistics:** Running site meetings and coordinating with General Contractors (GCs).

8. **Project Closeout Procedures:** Creating As-Builts, Managing Warranties, and Final Payment Collection.

9. **Project Risk Management:** Identification, Documentation, and Mitigation Strategies.

10. **Service Fusion Project Management Module:** Complete mastery of project tracking, task management, and financial reporting within Service Fusion.

11. **Estimating and Proposal Development:** Understanding how projects are priced and scoped (supports change order pricing).

12. **Conflict Resolution and Team Leadership:** Managing difficult conversations, motivating teams, and problem-solving.

13. **Client Expectation Management:** Proactive communication strategies to prevent and resolve issues.

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- Project Management Professional (PMP) Certification

- Certified Associate in Project Management (CAPM)

- Manufacturer-specific project management certifications

- Advanced construction scheduling software (MS Project, Primavera, etc.)

- Lean construction and Six Sigma for process improvement

- Building Information Modeling (BIM) coordination

- LEED project management and sustainable building practices

- Negotiation and mediation techniques

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- Shadow experienced PMs through complete project lifecycle

- Attend pre-construction and estimating meetings

- Spend time in the field with Installers and Field Specialists to understand day-to-day challenges

- Shadow Network Specialists, Programmers, and Graphic Developers to understand technical deliverables

- Work with Accountant on project financials and billing cycles

- Participate in service contract negotiations to understand ongoing maintenance

- Review Dispatch Coordinator workflows to understand project-to-service transition

- Attend client meetings across various project phases

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Before being considered fully qualified, the Project Manager must demonstrate:

- [ ] Successfully manage 5+ projects from start to finish as lead PM

- [ ] Complete projects within 5% of budget (over/under) for 3 consecutive projects

- [ ] Deliver 5+ projects on or ahead of schedule

- [ ] Achieve client satisfaction rating of 4.5/5.0 or higher across all managed projects

- [ ] Successfully negotiate and execute 10+ change orders with full documentation

- [ ] Coordinate with GCs and other trades across 10+ construction sites

- [ ] Complete full closeout documentation for 5+ projects including as-builts and warranties

- [ ] Identify and mitigate project risks, preventing at least 3 potential schedule/budget impacts

- [ ] Pass written exam on PM methodology and BAS fundamentals (80%+)

- [ ] Lead 20+ project coordination and client meetings effectively

- [ ] Manage 2+ projects simultaneously without quality degradation

- [ ] Receive positive peer reviews from field staff and subcontractors

- [ ] Receive supervisor sign-off on all 9 key qualification tasks

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**Typical Duration:** 12-18 months to full qualification

- Months 1-3: Foundational training, shadowing experienced PMs, assisting on active projects

- Months 4-6: Co-managing smaller projects with oversight, learning financial controls

- Months 7-12: Lead PM on 1-2 smaller projects, building competency and confidence

- Months 13-18: Managing multiple projects independently, pursuing optional certifications

- Ongoing: Continuous professional development, mentoring junior PMs

**Note:** Timeline may be shorter for candidates with prior construction PM experience, engineering background, or relevant certifications. Technical aptitude and leadership skills are critical for success.