- Determine feasibility of designing new facilities or modifying existing facilities, based on factors such as cost, available space, schedule, technical requirements, or ergonomics.
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- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Collect historical cost data to estimate costs for current or future products.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Use remote sensing technologies or drones to evaluate site conditions when in-person visits are not feasible.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Compute and compare costs of services.
- Answer customers' questions about services, prices, availability, or credit terms.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Create forms or agreements to complete sales.
- Develop sales presentations or proposals to explain service specifications.
- Distribute promotional materials at meetings, conferences, or trade shows.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Inform customers of contracts or other information pertaining to purchased services.
- Maintain customer records using automated systems.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Negotiate prices or terms of sales or service agreements.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Compute and compare costs of services.
- Assess or propose sustainability initiatives, considering factors such as cost effectiveness, technical feasibility, and acceptance.
- Develop sustainability project goals, objectives, initiatives, or strategies in collaboration with other sustainability professionals.
- Monitor or track sustainability indicators, such as energy usage, natural resource usage, waste generation, and recycling.
- Provide technical or administrative support for sustainability programs or issues.
- Review and revise sustainability proposals or policies.
- Develop reports or presentations to communicate the effectiveness of sustainability initiatives.
- Create or maintain plans or other documents related to sustainability projects.
- Collect information about waste stream management or green building practices to inform decision makers.
- Research or review regulatory, technical, or market issues related to sustainability.
- Identify or investigate violations of natural resources, waste management, recycling, or other environmental policies.
- Identify or create new sustainability indicators.
- Create marketing or outreach media, such as brochures or Web sites, to communicate sustainability issues, procedures, or objectives.
- Identify or procure needed resources to implement sustainability programs or projects.
- Write grant applications, rebate applications, or project proposals to secure funding for sustainability projects.
- Deliver sustainability training to employees.
- Assess or propose sustainability initiatives, considering factors such as cost effectiveness, technical feasibility, and acceptance.
- Research new financial products or analytics to determine their usefulness.
- Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
- Interpret results of financial analysis procedures.
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
- Define or recommend model specifications or data collection methods.
- Produce written summary reports of financial research results.
- Maintain or modify all financial analytic models in use.
- Provide application or analytical support to researchers or traders on issues such as valuations or data.
- Devise or apply independent models or tools to help verify results of analytical systems.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
- Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
- Identify, track, or maintain metrics for trading system operations.
- Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.
- Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
- Prepare requirements documentation for use by software developers.
- Develop solutions to help clients hedge carbon exposure or risk.
- Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.
- Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.
- Analyze pricing or risks of carbon trading products.
- Research new financial products or analytics to determine their usefulness.
- Analyze technical feasibility of energy-saving measures, using knowledge of engineering, energy production, energy use, construction, maintenance, system operation, or process systems.
- Identify and prioritize energy-saving measures.
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
- Identify any health or safety issues related to planned weatherization projects.
- Identify opportunities to improve the operation, maintenance, or energy efficiency of building or process systems.
- Calculate potential for energy savings.
- Inspect or evaluate building envelopes, mechanical systems, electrical systems, or process systems to determine the energy consumption of each system.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Recommend energy-efficient technologies or alternate energy sources.
- Collect and analyze field data related to energy usage.
- Measure energy usage with devices such as data loggers, universal data recorders, light meters, sling psychrometers, psychrometric charts, flue gas analyzers, amp probes, watt meters, volt meters, thermometers, or utility meters.
- Educate customers on energy efficiency or answer questions on topics such as the costs of running household appliances or the selection of energy-efficient appliances.
- Perform tests such as blower-door tests to locate air leaks.
- Prepare job specification sheets for home energy improvements, such as attic insulation, window retrofits, or heating system upgrades.
- Inspect newly installed energy-efficient equipment to ensure that it was installed properly and is performing according to specifications.
- Analyze energy bills, including utility rates or tariffs, to gather historical energy usage data.
- Quantify energy consumption to establish baselines for energy use or need.
- Determine patterns of building use to show annual or monthly needs for heating, cooling, lighting, or other energy needs.
- Compare existing energy consumption levels to normative data.
- Oversee installation of equipment such as water heater wraps, pipe insulation, weatherstripping, door sweeps, or low-flow showerheads to improve energy efficiency.
- Verify income eligibility of participants in publicly financed weatherization programs.
- Evaluate the energy performance of buildings using modeling software.
- Analyze technical feasibility of energy-saving measures, using knowledge of engineering, energy production, energy use, construction, maintenance, system operation, or process systems.
- Assist in the assessment, acquisition, or deployment of new electronic document management systems.
- Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.
- Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.
- Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.
- Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
- Develop, document, or maintain standards, best practices, or system usage procedures.
- Administer document and system access rights and revision control to ensure security of system and integrity of master documents.
- Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
- Write, review, or execute plans for testing new or established document management systems.
- Monitor regulatory activity to maintain compliance with records and document management laws.
- Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.
- Keep abreast of developments in document management technologies and techniques by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.
- Conduct needs assessments to identify document management requirements of departments or end users.
- Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.
- Document technical functions and specifications for new or proposed content management systems.
- Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.
- Consult with end users regarding problems in accessing electronic content.
- Propose recommendations for improving content management system capabilities.
- Operate data capture technology to import digitized documents into document management system.
- Prepare support documentation and training materials for end users of document management systems.
- Search electronic sources, such as databases or repositories, or manual sources for information.
- Implement scanning or other automated data entry procedures, using imaging devices and document imaging software.
- Analyze, interpret, or disseminate system performance data.
- Assist in the assessment, acquisition, or deployment of new electronic document management systems.
