Self-Managed Technology Certification Checklist

Self-Managed Technology Certification Checklist

301 or Expert Level Rev. 1/05

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Date:_____________________

Company:

Contact:

Address:

City: State: Zip:

Phone: Fax:

E-mail: Web site:

Number of Full Time Employees:

301 or Expert Level -

Basic Requirements

Please list the manufacturer and cumulative totals regarding the Phone System(s) used:

Manufacturer(s):

Number of Phone(s):

Number of Line(s):

Toll Free Line(s):

Does your System have Conference Call Capabilities  Yes  No

Please list the manufacturer of the Answering Device or Voice Mail used in your agency:

Manufacturer/Supplier:

Does your phone system have On-Hold Advertisement or Music Capabilities?

 Yes  No

Please list the manufacturer(s) of the Cell Phone(s) used in your agency:

Manufacturer(s):

Number of Cell Phone(s)

Please list the manufacturer of your Copy Machine(s):

Manufacturer(s):

Please list the manufacturer of your Fax Machine(s):

Manufacturer(s):

Hardware Requirements

Please list the manufacturer and model of each PC and/or Laptop used in your company:

Manufacturer(s):

Number of PC(s):

Number of Laptop(s):

Please check the PC and/or laptop Operating System and note PC and/or laptop used in your agency:

Windows 2000 (minimum) ________PC ________Laptop

Windows NT ________PC ________Laptop

Windows XP ________PC ________Laptop

Other:

List the Laser Printer(s) used in your agency:

Manufacturer(s):

Number of Printers:

Model # of Printer(s):

List the Printer(s), other than Laser Printer(s), used in your agency:

Manufacturer(s):

Number of Printers:

Model # of Printer(s):

List the Color Printer(s) used in your agency:

Manufacturer(s):

Number of Printers:

Model # of Printer(s):

Describe the On-Site Storage System (Backup) methods used in your agency:

What backup method(s) does your company utilize (Iomega Zip: Iomega Jazz, tape, CD, etc.):

_________________________________________________________

Please describe your agency’s Off-Site Archiving methods (what backup archiving is performed):

Define:___________________________________________________

_________________________________________________________

List your agency Scanner(s) used in your agency:

Manufacturer(s):

Number of Scanner(s):

Model # of Scanner(s):

List your Internet Service Provider(s) (i.e. Mindspring/Earthlink, MSN etc., Please note: AOL and Juno not recommended because of system limitations) used in your agency:

Provider Name:

Please list the provider of your High Speed Internet Connection 256 K or better (not dial up system with modem):

Provider/Supplier Name:

List the manufacturer of the Digital Camera(s) used in your agency:

Manufacturer(s):

Number of Digital Camera(s):

Model # of Digital Camera(s):

Please check the Network or Hub System used in your agency:

Peer to Peer

Novell

Windows NT/2000

Other:

Equipment Representatives Only: Please list the manufacturers’ equipment that Prints & Reproduces Plans or the Outsourced party used by your agency:

Manufacturer of Plotter:

Manufacturer of Printer: ______________________________________

Service Outsourced to: ____________________________________

Software Requirements

Describe your agency E-mail Software that has attachment capability: (Please note: AOL & Juno are not recommended because of system limitations).

Software (i.e. MS Outlook, Eudora):

Yes, software accepts attachments.

Check your agency Word Processing Software:

Microsoft Word

WordPerfect

AmiPro (Lotus)

Other:

Version:

Check your agency Spreadsheet Software:

Microsoft Excel

Lotus 123

Other:

Version:

If applicable, please provide the manufacturer and version of your Quoting Software:

Version:

Please check your agency’s ability to read PDFs

Adobe Reader

Adobe Acrobat

Other:

Please check your employee’s method(s) to remotely access your agency’s network:

PC Anywhere

LapLink

VPN (Virtual Private Network)

Other:

Please check the Virus Detection/Removal Software used in your agency:

McAfee

Symantec/Norton

Other:

Version:

Please check the Accounting Software or Outsourced Accounting Services used in your agency:

QuickBooks

Peachtree

Other:

Version:

Services OutSourced to:___________________________________

Check your agency Contact Management Software:

ACT

Microsoft Outlook

Goldmine

Other:

Version:

Check your agency Forecasting Software:

Microsoft Excel

RPMS/ WinRep/ DynaMACS

Microsoft Access

Other:

Version:

Check your agency Opportunity Tracking Software:

ACT

Microsoft Access

Microsoft Excel

Other:

Version:

Check your agency Sales Activity/History Software:

RPMS/ WinRep/ DynaMACS

Microsoft Excel

Microsoft Access

Other:

Version:

Check your agency Sales Presentation Software:

Microsoft PowerPoint

Microsoft Word

Adobe PageMaker

Other:

Version:

Please describe the Firewall Component used in your agency:

Manufacturer:

Version:

If applicable, please list the manufacturer of CAD Software (AutoCAD Compatibility) used in your agency:

Manufacturer:

Version:

If applicable, check your agency Optical Character Recognition Software:

Omni Page

Text Bridge

Other:

Version:

Web Site Requirements

Please complete and check off the Advanced Web Site (6+ pages) used in your agency:

Web Address:

Number of Page(s):

MANA logo with link back to MANA home page

Contact Information

Territory Information

Manufacturer Listing with Links

Product Listing

Interactive Contact Form for visitors

Other Features:

Other Requirements

Please list the MIS Manager or Outsourced MIS Services used by your agency:

Name:

Duties:

Are there any requirements listed above that do not apply to your agency? If so, please elaborate

on your reasons for the omission(s):

_________________________________________________________________

_________________________________________________________________

Optional Suggestions – Not Required for Certification (please complete if applicable)

List the manufacturer and models of the Personal Digital Assistant (i.e. Palm Pilot) used in your agency:

Manufacturer(s):

Number of PDA’s:

Model # of PDA’s:

Concluding Requirements

I certify that all information in this application is accurate.

Applicant Signature: Date:

Only completed checklists will be considered for designation. If approved, you will be notified via email.

The MANA Technology Certification Program is administered by the Manufacturers’ Agents Association for the Foodservice Industry (MAFSI).

Please fax completed application to 770-433-2450 or mail to:

MAFSI, Inc.

2814 Spring Road, Suite 211

Atlanta, GA 30339

Questions? Please call MAFSI at 770-433-9844

Email:

* MTC Certification has a yearly renewal fee of $39 per agency. There are no additional fees to move levels.

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