Substituting building material products prior to bid is an important responsibility of the sales team of any building material manufacturer. No matter how effective a salesman is in marketing to architects, it is impossible for him to know all the players involved in writing specifications in an architect’s office on each and every project. In a majority of projects, the architect wants substitution requests prior to bid, because the owner is interested in receiving bids to obtain the lowest price/best value. Additionally, after a bid, it is easier to close sales with a subcontractor, distributor, or general contractor if a salesman’s product is listed in the specification. When a salesman’s product is not listed in the specifications, what is the best plan to become listed? There are effective practices to this process. Here’s what I suggest. How to submit a substitution prior to bid Make the substitution request at least two weeks in advance of the bid date to allow sufficient time for the architect to review the submittal. It is normally more effective to send the request directly to the project architect. Some architects will not review products prior to bid for any number of reasons, but there is normally a better chance for a response from an architect than a general contractor. The closer the relationship a salesman has with the architect, the better the chance of a response and/or approval to be listed. If the salesman is a trusted advisor, the chance for approval is the highest. Respect the architect’s work and work load. Make a complete submittal with the substitution request to clearly demonstrate that your product is truly equal to the design standard of one of the products listed in the specification. It should be clear and concise so the architect can review it in a reasonable amount of time. Use the form provided in the specification if there is one. If there is not, use the standard AIA form in the General Requirements, normally in Section 01600. It is not practical in many cases to meet the specification item for item, but the submittal must clearly demonstrate that the submitted product fully meets the intent of the specification. Be aware of the type of specification when preparing the substitution request. Whether it is a proprietary, performance, or open specification, submit the substitution request accordingly. If it is a closed specification, do not make a submittal. Any substitution should be made after the bid. Assemble a complete standard submittal package that can be modified to fit the specifics of the job for the sake of efficiency. Review addenda to check if your product becomes listed. If your product is not listed in an addendum,...Read More
Home » Posts made in January, 2017
Scott's Blog presents the opinions, conclusions, and experiences of Scott Lau on a variety of subjects. The blog invites feedback and encourages dialogue on the topics discussed.
- What are Product Specifications and How are They Created?
- Becoming an Independent Manufacturers’ Rep Who Develops Specifications with Architects and Engineers
- Building Positive Relationships with Rep Principals – 8 Tactics to Bring You Closer Together
- Marketing Building Materials – Will Your Company be a Disrupter
- Substituting Building Material Products
- Should Sales Teams use Email, Telephone or Personal Visits?
- Communication Begins with Listening
- 7 Essential Traits of Top Building Materials Sales Producers
- 10 Steps for Managing Customers to Maximize Architectural Sales Success
- A Successful Sales Representative Must Manage Time