Step 1: Qualifying Activity Requirements

Qualifying activities are those that have taken place within five years of the portfolios submittal date and in which the candidate has had material participation.

Definition of Material Participation:

Webster’s Third New International Dictionary Unabridged defines material as: being of real importance or of great consequence, substantial, relevant, pertinent, requiring serious consideration by reason of having a certain or probable bearing and participation as: the action or state of partaking of something in association with others such as a partnership or an enterprise on a formal basis with specified rights and obligations.”

The CCIM designation is awarded to individual members, not teams or partnerships. Though you may submit documentation of activities completed with other individuals, your submission must be in your own words that reflect your own individual experience. Any form of copying may be deemed a violation of these rules.

Type, volume, criteria, and substantiation required are dependent on the type of qualifying activity. A portfolio may contain a mixture of activities (such as five sales and five leases) in order to achieve the minimum requirements.

Required Contents

Your experience and material involvement are to be described and documented in the Portfolio of Qualifying Experience. Required contents include a cover sheet and summary, an activity data form, and documentation of each activity’s completion and your material involvement in it. All elements of the portfolio must be typewritten and must be placed in one 3 three-ring or spiral binder.

Activities: Each qualifying activity is submitted as a separate section of the portfolio. Activities should be arranged in reverse chronological order (most recent first, and so on), with each section separately tabbed and numbered.

1.	Submit a Portfolio Cover Sheet and Summary of Qualifying Activities which should be the 1st and 2nd pages of the portfolio and are placed prior to the activities.
2.	Complete an Activity Data Form for each transaction submitted. Each activity begins with the Activity Data Form, which details the property, the principals, your role, and the substantiating documentation.
3.	Submit settlement documentation that substantiates the completed activity. Remember to reduce all legal-size page to 8 1/2" X 11". Settlement documentation would include (1) of the following: i. Signed closing statement showing commission paid to your company; or ii. Copy of new deed showing date and new owner’s name; or iii. Signed lease with commission check to your company verifying the property address
4.	Submit proof of their material participation in the submitted transactions. Proof of material participation would include (2) of the following: Your signature on the closing statement, contract or lease declaring you as principal, witness, agent, president, listing agent, selling agent, buyer or seller, or lessee or lessor. A copy of the check that shows the commission paid to you for your role (must indicate property address, especially in case of a lease). A copy of the deed showing you as grantee or grantor. A notarized statement from your broker or supervisor on company letterhead, which verifies your exact role in the transaction and lists each property address and the amount of compensation (if any) you received for each. This is not applicable if you are the principal of your firm. Notarized letters to you from buyers, sellers, tenants, landlords, participating brokers, etc., on company letterhead verifying and specifying your exact role in the transaction and listing the property address. A signed listing agreement with your name on it. Fully executed employment contract with proof of payment. Principals/sole practitioners may supply a notarized statement from the settlement attorney or title company, or copies of legal documents that substantiate their position in the company. Supervising brokers may also submit a notarized statement from an officer in the company indicating that the nature of employment involves material participation. If you acted as a member of a team or in a supervisory capacity, additional documentation is required to prove your material participation. Explain your specific role in each transaction and your job responsibilities that were relevant to the completion of the transaction.
5.	Complete and submit a Portfolio Submission Form with payment. Reminders: Only completed activities involving the transfer, lease, finance, or development of real estate for appreciation or production of income, or used in a trade or business, or complete consulting reports, may be included in the portfolio. Candidates may only submit activities in which they have direct or material participation. Portfolio checklist must accompany every Portfolio and should be filled in with either a ‘X’ or check mark when applicable. All elements of the portfolio must be typewritten and placed in a 3 three-ring or spiral binder. Executive Summaries, Narratives and Comprehensive Case Studies are not required when submitting under the current volume criteria.

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