ASHRAE Operations & Performance

Management Professional (OPMP)

Certification Candidate Guidebook

Effective date: September 2018

 Table of Contents

I. About ASHRAE 1

II. Eligibility & Application 2-4

III. About the Examination 4-6

IV. Scheduling an Examination 6-8

V. On the Day of Your Examination 9-10

VI. OPMP Recertification: Eligibility & Application 11-13

Appendix A: Detailed Content Outline-Redline

Appendix B: Detailed Content Outline

Appendix C: Acceptable Professional Development Activities and

PDHs Earned
I. About ASHRAE
The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) is an international
membership society committed to the advancement of the arts and sciences of heating, ventilation, air conditioning
and refrigeration to serve humanity and promote a sustainable world. The Operations & Performance Management
Professional (OPMP) certification program supports this Mission by validating job competency as understood in
internationally recognized technical information, reflecting the best practices that lead our industry.

ASHRAE does not discriminate on the basis of race, color, sex, religion, disability, or national or ethnic origin in its
policies, procedures, or eligibility requirements for its programs.

Purpose of the OPMP Certification

The OPMP certification program validates competency to manage facility operations and maintenance to achieve
building performance goals, including those related to indoor environmental quality, health and safety.

Value
Over 2,750 ASHRAE certifications have been earned in these key built-environment fields: Energy Assessment
l Energy Modeling l Commissioning l Healthcare Facility Design l High-Performance Building Design l Building
Operations. Recognized by over 35 national, state and local government bodies, ASHRAE certifications increasingly
have become the must-have credential for built-environment professionals, employers and building owners.

Updated OPMP Certification Exam Requirements

Beginning April 26, 2017, to ensure continued relevancy and validity ASHRAE’s Building Operations & Performance
Management Professional (OPMP) certification program began validating competency against updated certification
exam requirements. The updates were made by the OPMP Exam Subcommittee following a 2016 survey of OPMPs in
which ASHRAE researched the importance of the tasks in the Detailed Content Outline for the OPMP exam as they
related to the successful performance of survey respondents’ current job.

To review the updates, please review Appendix A: Detailed Content Outline- Redline. To see the new exam outline
with updates accepted, please see Appendix B: Detailed Content Outline.

About the Candidate Guidebook

The purpose of this guidebook is to provide information about the ASHRAE OPMP certification program. No
information or material in this guide creates a contract between ASHRAE and an individual customer or organization.
ASHRAE will do its best to apply the principles and provisions contained within this guidebook as written, but reserves
the right to change those principles and provisions without actual notice. Nevertheless, ASHRAE will make reasonable
efforts to notify customers of any changes.

Disclaimer of Warranty
ASHRAE does not warrant that this program or its examination certifies a candidate’s technical competence or
technical ability to design any part of the HVAC&R system. Furthermore, nothing about this program or its examination
is intended to replace, override, or conflict with licensing requirements for design engineers, architects, or other
building professionals.

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II. Eligibility & Application
Who Can Participate
Participation in the ASHRAE OPMP program requires that an applicant meet education and work experience eligibility
requirements and successfully complete the program’s examination. Membership in ASHRAE is not a prerequisite to
participate in the program.

Completing and Submitting the Application

To participate in the ASHRAE Operations & Performance Management Professional (OPMP) program, a candidate
must complete and submit an application. Within a week after receiving an application, ASHRAE will notify the
applicant by email either of acceptance and approval of the application or of denial of approval and the reason thereof.

Note: candidates must schedule and take the examination within 90 days of approval.

Overview of OPMP Eligibility Requirements

1. Education and Work Experience
2. Code of Ethics
3. Pass OPMP Certification Exam

Detailed Eligibility Requirements: OPMP Certification

1. Education and Word Experience

Any individual who submits a completed application and meets one of the following sets of education and work
experience requirements will be eligible to take the examination for the OPMP certification.

• Government-issued or government-recognized license as a professional engineer or building contractor and a

minimum of two (2) years’ experience in facility operations, OR
• Minimum of Bachelor’s degree in engineering or related field from an accredited institution of higher learning
and a minimum of five (5) years’ experience in one of the following areas: facilities operations/management,
construction, design, or consulting, including a minimum of two (2) years’ experience in facility operations, OR
• Associate’s degree or Technical degree or certificate in building design, construction, construction management,
facility operation, or a related field from an accredited institution of higher learning and a minimum of five (5)
years’ experience in one of the following areas: facilities operations/management, construction, design, or
consulting, including a minimum of two (2) years’ experience in facility operations, OR
• High school diploma or equivalent or construction-related trades training or building operations training from a
nationally or internationally recognized trade association with a minimum of seven (7) years’ experience in one of
the following areas: facilities operations/management, construction, design, or consulting, including a minimum
of two (2) years’ experience in facility operations

2. Code of Ethics
As a condition of earning and maintaining certification, applicants for the Operations & Performance Management
Professional certification must agree to uphold and abide by a Code of Ethics, the tenets of which are set forth as
follows:

1. Exercise a reasonable industry standard of care in the performance of professional duties.

2. Perform professional duties with trust, integrity, and honesty.
3. Hold paramount the health and safety of the public in the performance of professional duties.
4. Work in a manner consistent with all applicable laws and regulations; demonstrate integrity, honesty, and fairness
in all activities; and strive for excellence in all matters of ethical conduct.
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 5. Act with integrity in any relationship that involves an employer or client and disclose fully to an affected employer
or client any conflicts-of-interest resulting from business affiliations or personal interests.
6. Represent qualifications accurately and honestly.
7. Offer products and services only in areas where competence and expertise will satisfy the client and public need.
8. Agree to comply with and uphold all policies, procedures, guidelines, and requirements of the certification
program; use the designation as authorized and only in the approved manner; acknowledge that the certificate
and marks are the property of their respective owners; and return the certificate and discontinue use of the
designation and marks when required to do so.
9. Accept responsibility for maintaining the credential through recertification and continuously uphold the Code of
Ethics.
10. Voluntarily and immediately report any felony convictions or other legal dispositions that would constitute
violations of this Code of Ethics that have not already been disclosed, regardless of when they occurred, and
report any conditions that prohibit fulfillment of duties as set forth in the competency requirements.

3. Pass OPMP Certification Exam

The OPMP certification examination is a proctored, closed book/closed notes, two and one-half hour (2.5), 115-item
multiple-choice exam. Applicants who self-attest that they are a non-native English speaker will receive an additional
30 minutes of testing time. These applicants will be asked to declare their native language and provide the name and
email of a professional reference who can confirm the applicant is a non-native English speaker.

A candidate’s score is based on 100 of the items; the other 15 items, which are interspersed throughout the
examination, are included for trial purposes and are not scored.

The exam detailed content outline for the OPMP examination is provided in Appendices A and B.

The three cognitive levels tested on the OPMP examination are as follows:

1. Recall: The ability to remember or recognize specific information

2. Application: The ability to comprehend, relate, or apply knowledge to new or changing situations
3. Analysis: The ability to synthesize information from a variety of sources, determine solutions, and/or evaluate the
usefulness of a solution

Please review sections III. Examination” and IV. “Scheduling an Examination” of the OPMP Candidate Guidebook for
additional related information.

Application Fees
ASHRAE Member: $395.00; Nonmember: $545.00
ASHRAE Member Exam Retake: $175.00; Nonmember: $225.00
ASHRAE Member Second Exam Retake $395.00; Nonmember $545.00

If an application is declined by ASHRAE or cancelled by the applicant, the amount of the fee, less $50 to cover
administrative costs, will be refunded to the applicant.

ASHRAE retains the right to audit any and all applications at any time. If, at any time, the application information
submitted is found to be incomplete or inaccurate, it may be rejected, examination results may be delayed or voided,
and a certification may be rescinded.

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Candidate Responsibilities
Each candidate for ASHRAE Operations & Performance Management Professional certification is responsible for the
following:

• Submit a completed, signed application form and the application fee,

• Schedule an examination appointment within the 90-day eligibility period,
• Pay a reschedule or cancellation fee if the candidate chooses to cancel or reschedule an exam appointment,
• Comply with the rules for examination,
• Immediately notify ASHRAE of any suspected violations of the rules for examination,
• In the event of certification, successful candidates are required to inform the Certification Committee body,
without delay, of matters that can affect their capability to continue to fulfill the certification requirements, or risk
suspension or withdrawal of the certification,
• In the event a certificant’s certification is suspended or revoked, she/he must return the certificate to ASHRAE.
The certificant also must refrain from any further promotion of themselves as an ASHRAE Certified Professional
and from future use of all references to an ASHRAE Certified status
Personal Data
ASHRAE collects and maintains personal data in order to identify certification applicants, validate that the
requirements for certification have been fulfilled and to maintain the security of the intellectual property in its exam
item banks. Personal data will be maintained until which time it is no longer necessary in order to establish, exercise or
defend legal claims.

ASHRAE aggregates exam candidate item responses for exam development and exam security purposes. Examinee
responses to ASHRAE exam items are considered to be ASHRAE intellectual property with test security implications;
therefore, such derived data are not subject to access, rectification, erasure or portability.

The exam development and delivery employees of ASHRAE vendor PSI Services Inc. (PSI) will have access to
ASHRAE certification exam candidate personal data. In the event Certification applicant personal data must be
transferred to and from a testing location inside the European Union, PSI Services Inc. (PSI) is self-certified under the
Privacy Shield Framework to ensure consistency with General Data Protection Regulation requirements.

III. About the Examination

Examination Preparation
Neither participating in a preparatory activity nor purchasing a publication is a requirement for participating in the
OPMP program or for enrolling to take the OPMP examination. However, candidates who choose to participate in
preparatory activities or to purchase publications are responsible for ensuring that the timing of the activity or purchase
aligns with the timing of the examination session for which the candidate has enrolled.

Resources available to help prepare for the OPMP examination include, but are not limited to, the following:

• OPMP Practice Exam

Standards and Guidelines

• ANSI/ASHRAE Standard 15-2016 - Safety Standard for Refrigeration Systems (packaged with Standard 34-
2016)
• ANSI/ASHRAE Standard 55-2013 - Thermal Environmental Conditions for Human Occupancy
• ANSI/ASHRAE Standard 62.1-2016 - Ventilation for Acceptable Indoor Air Quality
• ANSI/ASHRAE/IESNA Standard 90.1-2016 (SI Edition) - Energy Efficient Design of New Buildings Except
Low-Rise Residential Buildings 4
 • ANSI/ASHRAE/IESNA Standard 90.1-2016 (I-P Edition) - Energy Efficient Design of New Buildings Except
Low-Rise Residential Buildings
• ANSI/ASHRAE/IESNA Standard 100-2015 - Energy Conservation in Existing Buildings
• ANSI/ASHRAE/ACCA Standard 180-2012 - Standard Practice for Inspection and Maintenance of Commercial
Building HVAC Systems
• Guideline 0-2013 - The Commissioning Process
• Guideline 4 - 2008 - Preparation of Operating and Maintenance Documentation for Building Systems
• Guideline 12-2000 - Minimizing the Risk of Legionellosis Associated With Building Water Systems

ASHRAE Learning Institute (ALI) Course

• Commissioning for High-Performance Buildings

ASHRAE does not warrant that participation in or use of any of the above resources will guarantee successful
completion of the examination. Nor does ASHRAE warrant that all information presented in all of the above resources
is non-contradictory. However, ASHRAE will do its best to avoid testing contradictory, out-of-date, or inaccurate
information.

Copyrighted Examination Questions

All examination questions are the copyrighted property of ASHRAE. It is forbidden under federal copyright law to copy,
reproduce, record, distribute or display these examination questions by any means, in whole or in part. Doing so may
subject you to severe civil and criminal penalties.

Score Report
All examinees receive a Score Report, which indicates a “Pass” or “Did Not Pass” result and a numerical score. U.S.
examinees receive a paper Score Report immediately following the examination. Within five business days of taking
their exam, international computer-based examinees will receive email notification from PSI Services, ASHRAE’s exam
delivery partner, that a hard copy Score Report has been mailed via U.S. mail and that an unofficial Score Report is
available for download. Pencil-and-paper examinees will receive such email notification within 4-6 weeks of taking
their exam.

Successful Examinees
Successful examinees will receive a “Certification Recognition Kit,” which includes a certificate, within six weeks of
their exam, and will be recognized on the ASHRAE website. Scores are not reported over the telephone, by electronic
mail, or by facsimile.

The certificate of certification issued to successful examinees is the sole property of ASHRAE Certification; therefore,
should a certification be suspended or revoked, the certificate shall be returned to ASHRAE Certification.

Successful examinees agree to the following conditions:

• Inform the Certification Committee, without delay, of matters that can affect their capability to continue to fulfill
the certification requirements, or risk suspension or withdrawal of the certification.
• Make claims regarding “OPMP” certification only within the scope of the “OPMP” certification,
• Not to use the certification in such a manner as to bring ASHRAE certification into disrepute,
• Not to use the certificate in a misleading manner.

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Examination Passing Score
When the OPMP Exam Subcommittee conducts a passing point study, the expert judgments of subject matter experts
are used to produce and interpret results, and set the exam passing score.

Score Needed to Pass OPMP Certification Exam: 65/100

Pass Rate Life-to-Date through 1/2018: 51%

Results Cancelled by ASHRAE

ASHRAE is responsible for the validity and integrity of the results it reports. On occasion, occurrences such as
computer malfunction or misconduct by a candidate may cause a result to be suspect. ASHRAE reserves the right to
void or withhold examination results if, upon investigation, violation of its regulations is discovered.

Exam Retakes
Examinees who do not pass their exam may retake their exam after a three-month wait period. The fee to apply
to retake an ASHRAE certification examination is discounted at $175 for ASHRAE members and $225 for non-
members. The fee for successive ASHRAE member and nonmember examination retakes will be at the full application
fee amount.

Confidentiality
Information about candidates for testing and their examination results are considered confidential. Studies and reports
concerning candidates will contain no information identifying any candidate, unless authorized by the candidate.
By participating in the OPMP program, each person who earns and maintains this certification agrees to be listed on
the ASHRAE public website. Only those individuals who are active OPMP certificants will be listed on the site.

Duplicate Score Report

Candidates may purchase additional copies of their Score Report at a cost of $25 per copy. Requests must be
submitted to ASHRAE, in writing. The request must include the candidate’s name, identification number, mailing
address, telephone number, date of examination and examination taken. Submit this information with the required fee
payable to ASHRAE in the form of a check, money order or cashier’s check. Duplicate Score Reports will be mailed
within approximately two weeks after receipt of the request and fee.

IV. Scheduling an Examination

When you receive email notification that your application has been approved, you also will receive instructions on how
to schedule an examination appointment. Be prepared to confirm a date, time, and location for testing and to provide
your ASHRAE identification number.

U.S.-based exam candidates may schedule an appointment either online or via telephone, while exam candidates
outside of the U.S. may schedule an appointment via email.

U.S. Candidates

1. Schedule Online: The candidate may schedule an examination appointment online at any time by using the
Online Scheduling service at www.goAMP.com. To use this service, follow these easy steps:

• Go to www.goAMP.com and select “Candidates.”

• Follow the step-by-step instructions to select your examination program and schedule the examination.

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 2. Telephone Scheduling: Call PSI, also known as Applied Measurement Professionals (AMP), at 888-519-9901
to schedule an examination appointment. This toll-free number is answered from 7:00 a.m. to 9:00 p.m. (Central
Time) Monday through Thursday, 7:00 a.m. to 5:00 p.m. on Friday and 8:30 a.m. to 5:00 p.m. on Saturday. PSI/
AMP is equipped with Telecommunication Devices for the Deaf (TDD) to assist deaf and hearing-impaired
candidates. TDD calling is available 8:30 a.m. to 5:00 p.m. (Central Time) Monday through Friday at 913-895-
4637. This TDD phone option is for individuals who have compatible TDD machinery.

International Candidates

Email [email protected] the following information:

1. The ID Number associated with your name, which is AB _____,

2. Your preferred PSI/AMP International Test Center,
3. Three (3) dates you are available that are at least two weeks away,
4. Name and brand of any noise cancelling headphones you intend to bring. Earplugs do not need approval.

If special accommodations are being requested, please submit a Request for Special Examination Accommodations
form prior to contacting PSI/AMP at 888-519-9901 to schedule your examination.

The examinations are administered only by appointment Monday through Saturday. Individuals are scheduled on a first-
come, first-served basis. Refer to the chart below for scheduling information.

If you contact PSI/AMP by 3:00 p.m. Depending on availability, your examination

Central Time on… may be scheduled as early as…

Monday Wednesday

Tuesday Thursday

Wednesday Friday/Saturday

Thursday Monday

Friday Tuesday

When the appointment is made, the applicant will be given a time to report to the Test Center. An email confirming the
date, time and location will be sent by PSI to scheduled exam candidates. The candidate will be allowed to take only
the examination for which the appointment has been made. No changes in examination type will be made at the Test
Center. UNSCHEDULED CANDIDATES (WALK-INS) WILL NOT BE ADMITTED to the Test Center.

Test Center Locations

Examinations are administered by computer at more than 300 Test Center locations in over 40 countries. Test Center
locations, detailed maps and directions are available on the website, www.goAMP.com.

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Holidays
No exams will be scheduled or administered on these United States holidays.

New Year’s Day Independence Day (July 4) Christmas Eve Day

Martin Luther King Day Labor Day Christmas Day
Memorial Day Thanksgiving Day (and the following Friday)

Special Arrangements for Candidates with Disabilities

ASHRAE complies with the Americans with Disabilities Act and strives to ensure that no individual with a disability is
deprived of the opportunity to take the examination solely by reason of that disability. ASHRAE will provide reasonable
accommodations for candidates with disabilities. Candidates requesting special accommodations must complete a
“Request for Special Accommodations” form found on the “ASHRAE Certification Forms” webpage at
ashrae.org/education--certification/certification/ashrae-certification-forms.

1. Candidates must advise PSI/AMP at the time of scheduling if wheelchair access is necessary.

2. Candidates with visual, sensory, or physical disabilities that would prevent them from taking the examination
under standard conditions may request special accommodations and arrangements.

Verification of the disability and a statement of the specific type of assistance needed must be made in writing to PSI/
AMP at least 45 calendar days prior to the desired examination date. Please inform PSI/AMP of the need for special
accommodations when scheduling the examination.

Rescheduling an Examination Appointment

A candidate may reschedule an appointment for an examination by calling PSI/AMP at 888-519-9901 at least two
business days prior to the scheduled testing session. (See following table.)
PSI/AMP must be contacted by 3:00
If the examination is scheduled on . . . p.m. Central Time to reschedule the
examination by the previous . . .
Monday Wednesday

Tuesday Thursday

Wednesday Friday

Thursday Monday

Friday Tuesday

The first reschedule request with a two-day notice will be free; any additional reschedules will be at the full certification
application fee. A candidate who wishes to reschedule their examination appointment, but fails to contact PSI/AMP at
least two business days prior to the scheduled date, will forfeit the certification application fee and must reapply to sit
for the examination.

Likewise, exam candidates who are absent for their scheduled examination appointment will forfeit the certification
application fee and must reapply to sit for the examination.

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Requesting an Extension
A candidate can extend the 90-day deadline for scheduling and taking an exam by emailing
[email protected] at least two business days prior to the end of the 90-day deadline. ASHRAE will provide an
extension of up to 45 days.

Inclement Weather, Power Failure or Emergency

In the event of inclement weather or unforeseen emergencies on the day of an examination, PSI/AMP will determine
whether circumstances warrant the cancellation, and subsequent rescheduling, of an examination. If power to a Test
Center is temporarily interrupted during an administration, your examination will restart where you left off and you may
continue the examination.

Candidates may contact the Weather Hotline at 800-380-5416 (24 hours/day) or visit www.goAMP.com and select
“Candidates” prior to the examination to determine if it has been advised that any Test Centers are closed.

In order for PSI/AMP to be able to reschedule an exam missed due to sudden illness, exam candidates must provide a
doctor’s note. Examination absences due to work commitments may not be rescheduled, nor will they be refunded.

V. On the Day of Your Examination

On the day of your examination appointment, report to the testing room no later than your scheduled testing time. A
CANDIDATE WHO ARRIVES MORE THAN 15 MINUTES AFTER THE SCHEDULED TESTING TIME WILL
NOT BE ADMITTED. To gain admission to the testing room, a candidate needs to present two forms of identification,
one with a photograph. Both forms of identification must be current and include the candidate’s name and signature.
The candidate will also be required to sign a roster for verification of identity.

Acceptable forms of identification include a current:

1. Driver’s license with photograph

2. State identification card with photograph
3. Passport
4. Military identification card with photograph
5. Social security card (secondary form)

Employment ID cards, student ID cards, and any type of temporary identification are NOT acceptable as primary
identification. Candidates are prohibited from misrepresenting their identities or falsifying information to obtain
admission to the testing room.

Security
ASHRAE and PSI/AMP maintain examination administration and security standards that are designed to ensure that
all candidates are provided the same opportunity to demonstrate their abilities.

The following security procedures apply during the examination:

• No cameras, notes, tape recorders, pagers, or cellular/smart phones are allowed in the testing room.
• You are encouraged to bring a non-programmable scientific calculator for the OPMP examination. Only silent,
non-programmable calculators are permitted but they will not be provided for you.
• No guests, visitors, or family members are allowed in the testing room or reception areas.
• No personal items, valuables, or weapons are allowed in the testing room. Only keys and wallets may be taken
into the testing room and securely stored in the soft locker provided at the Test Center. You are responsible for
items left in other areas.
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 • Candidates may be subjected to a metal detection scan upon entering the examination room.
• No personal belongings will be allowed in the testing room. Use of a cellular/smart phone or other electronic
device is strictly prohibited and will result in dismissal from the examination.
• You will be provided with scratch paper and a pencil to use during the examination. You must sign and return the
scratch paper to the supervisor at the completion of testing, or you will not receive a score report. No documents
or notes of any kind may be removed from the examination room. If you need a second piece of scratch paper,
you need to ask the test proctor for another piece of paper and turn in the one you used before.
• PSI/AMP will provide U.S. examinees with ear plugs. International and pencil-and-paper examinees may bring
their own earplugs, though the proctor will need to inspect them.
• No questions concerning the content of the examination may be asked during the examination.
• Eating, drinking, or smoking will not be permitted in the testing room.
• You may take a break whenever you wish, but you will not be allowed additional time to make up for time lost
during breaks.

Misconduct
Individuals who engage in any of the following types of conduct, either in the testing room or during a break, may be
dismissed from the examination, their scores will not be reported, and their examination fees will not be refunded.
Examples of misconduct are when a candidate does the following:

• Creates a disturbance, is abusive, or is otherwise uncooperative,

• Displays and/or uses electronic communications equipment such as pagers, or cellular/smart phones,
• Gives or receives help or is suspected of doing so,
• Attempts to record examination questions or make notes,
• Attempts to take the examination for someone else,
• Or is observed with notes, books, or other aids.

Computer-based Testing
Upon signing in, computer-based testing candidates will be directed to a testing carrel. You will be instructed on-
screen to enter your identification number. Your photograph will remain on screen throughout your examination
session. This photograph will also print on your Score Report.

Prior to attempting the certification examination, you will be given the opportunity to practice taking practice
questions on the computer. The time you use for these practice questions is NOT counted as part of your certification
examination time or result. When you are comfortable with the computer testing process, you may quit the practice
session and begin the timed examination.

Certification Examination Tips

The practice questions should prepare you to navigate through the computer-based certification exam. Here are a few
additional points to remember:

• Only one examination question is presented at a time. You may change your answer as many times as you wish
during the examination time limit.
• If more than one answer seems correct, choose the best answer.
• Be sure to answer all questions, and bookmark the ones you want to double check later.
• Monitor your time.

Candidate Feedback
During the examination, candidates are permitted to submit online comments on any question. Comments will be
reviewed, but individual responses will not be provided.
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At the conclusion of their exam, computer-based testing candidates will be invited to complete a “Facility
Questionnaire.” Pencil-and-paper examinees wishing to complete the “Facility Questionnaire,” however, must do so
during the alloted examination time.

VI. OPMP Recertification: Eligibility & Application

Purpose
The purpose of recertification is to ensure that Certificants maintain a level of continuing competence through
acceptable professional development activities in subject matter related to building operations and performance
management. .

Who Can Participate

Each OPMP certificant is required to renew their certification every three years. Membership in ASHRAE is not a
prerequisite to recertify.

Deadlines
The renewal deadline is December 31 of the third year of certification. For example, a Certificant who earns a
certification anytime in 2016 will have a renewal deadline of December 31, 2019.

The certification of individuals who fail to submit renewal fees and a completed application by the December 31
deadline will expire. Individuals with expired certifications will be advised to cease using the specific certification
designation after their names. The names of non-renewing Certificants will be removed from the list of Certificants on
the ASHRAE website.

Non-renewing Certificants, however, may recertify during the three-month grace period from January 1 through March
31 immediately following the expiration of their certification. To do so, they must submit a completed recertification
application.

Note: during the three-month grace period, PDHs may not be earned and applied toward the previous three-year
certification period. After March 31, the grace period will conclude, non-renewing Certificants will no longer be able
to renew their certification and the only way to regain the certification will be to reapply and pass the examination.
Extenuating circumstances, however, will be reviewed on a case-by-case basis by the Certification Committee.

Completing and Submitting the Application

To be eligible for renewal, OPMP Certificants must submit a completed application, which documents on the
application to having met eligibility requirements, together with an application fee. Within a week of receiving an
application, ASHRAE will notify the applicant by email either of acceptance and approval of the application or of denial
of approval and the reason thereof.

Overview of Recertification Eligibility Requirements

1. Forty-five (45) Professional Development Hours (PDHs)

2. Code of Ethics

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Detailed Recertification Eligibility Requirements

1. Forty-five (45) Professional Development Hours (PDHs)

Professional Development is a process used by certified persons to maintain and advance their competency. To
recertify, OPMPs must earn 45 professional development hours (PDHs) in subject matter related to their certification.
Acceptable PDHs may be earned in any country and language. Forty-five (45) PDHs must be earned from any
combination of the PDH activities described in
Appendix C.

2. Code of Ethics
Applicants must agree to uphold and abide by a Code of Ethics, the tenets of which are set forth as follows:

1. Exercise a reasonable industry standard of care in the performance of professional duties.

2. Perform professional duties with trust, integrity, and honesty.
3. Hold paramount the health and safety of the public in the performance of professional duties.
4. Work in a manner consistent with all applicable laws and regulations; demonstrate integrity, honesty, and fairness
in all activities; and strive for excellence in all matters of ethical conduct.
5. Act with integrity in any relationship that involves an employer or client and disclose fully to an affected employer
or client any conflicts-of-interest resulting from business affiliations or personal interests.
6. Represent qualifications accurately and honestly.
7. Offer products and services only in areas where competence and expertise will satisfy the client and public need.
8. Agree to comply with and uphold all policies, procedures, guidelines, and requirements of the certification
program; use the designation as authorized and only in the approved manner; acknowledge that the certificate
and marks are the property of their respective owners; and return the certificate and discontinue use of the
designation and marks when required to do so.
9. Accept responsibility for maintaining the credential through recertification and continuously uphold the Code of
Ethics.
10. Voluntarily and immediately report any felony convictions or other legal dispositions that would constitute
violations of this Code of Ethics that have not already been disclosed, regardless of when they occurred, and
report any conditions that prohibit fulfillment of duties as set forth in the competency requirements.

Application Fees
On-time Discount (Application Received by Dec. 31)
ASHRAE Member: $195.00; Nonmember: $295.00

Grace Period (Application Received Jan. 1 - March 31)

ASHRAE Member: $295.00; Nonmember: $395.00

If an application is declined by ASHRAE, the amount of the fee, less $50 to cover administrative costs, will be
refunded to the applicant.

ASHRAE retains the right to audit at any time the recertification applications of renewed certificants. In such cases,
certificants will be requested to provide supporting documentation of PDHs earned. Acceptable documentation may
be a certificate of workshop completion, a copy of a publication or a college transcript. In the event the renewed
certificant is unable to document having earned 45 acceptable PDHs, the renewed certification will be revoked and
the recertification application fee will not be refunded.

12
Candidate Responsibilities
Each candidate for ASHRAE Operations & Performance Management Professional (OPMP) recertification is
responsible for the following:

• Submit a completed, signed application form and the application fee,

• In the event of recertification, successful candidates are required to inform the Certification Committee body,
without delay, of matters that can affect their capability to continue to fulfill the certification requirements, or risk
suspension or withdrawal of the certification,
• In the event a certificant’s certification is suspended or revoked, she/he must return the certificate to ASHRAE.
The certificant also must refrain from any further promotion of themselves as an ASHRAE Certified Professional
and from future use of all references to an ASHRAE Certified status.

13
Appendix A: Detailed Content Outline-Redline
The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.

5 11 4 20
I. FACILITY LIFE CYCLE
4 8 4 16
3 7 2 12
A. Process
2 5 2 9
1. Commissioning
a. advise an owner whether functional performance testing results of new
building systems (e.g., mechanical, electrical, plumbing, life safety) conform to
specification and performance criteria
b. facilitate testing of existing building systems (e.g., mechanical, electrical,
plumbing, life safety) for conformance to specification and performance
criteria
c. interpret functional performance testing of existing building systems (e.g.,
mechanical, electrical, plumbing, life safety) for conformance to specification
and performance criteria
d. determine when expert advice should be sought for potential corrective actions
that will address deficiencies identified by functional performance testing
e. implement corrective actions based on functional performance testing results

f. recommend enforced system design requirements before occupancy

2. Post-occupancy evaluation
a. facilitate building operations data collection (e.g., building automation system,
work order system, personal observation, occupant survey)
b. monitor data (e.g., energy usage, complaints, temperature, pressure, repair logs)
to verify performance of building systems on an ongoing basis
c. recommend alterations to any building system based on functional changes

d. order testing of building systems (e.g., mechanical, life safety, plumbing) for
conformance to specification and performance criteria
3. Continual improvement
a. identify ongoing training needs for occupants, and operations and
maintenance staff
b. identify benchmarks that are appropriate for a building and staff
productivity and its uses
c. use management benchmarks to report on performance levels
d. evaluate processes (e.g., preventive maintenance, inventory control, staffing
levels) for potential energy savings and maximize life-cycle
 The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.

2 4 2 8
B. Costing for Building Components
2 3 2 7
1. Capital budget
a. estimate costs associated with potential projects
b. calculate life-cycle costs
c. interpret life-cycle cost and related economic analyses
d. recommend projects for the capital budgeting process
2. Operations budget
a. identify elements of the operations budget
b. prepare an operations budget for a building
c. manage the operations budget
d. compare life-cycle costs for component options
e. compare lease-, performance-, and purchase-contract options
f. identify anomalies in resource and other budget items
g. recommend operational changes in reaction to anomalies
16 23 13 52
II. MANAGEMENT ASPECTS
18 26 17 61
3 3 2 8
A. Creation and Implementation of an Operations and Maintenance Program
3 3 3 9
1. Prepare a systems and equipment inventory

2. Select a maintenance strategy for the functional use of individual building systems

a. time-based
b. reliability-centered
c. predictive
d. preventive
e. run-to-failure or reactive
3. Creation of a building operations plan
a. develop measures of performance
b. select inspection and maintenance tasks
c. determine inspection frequency
d. identify resources (e.g., inventory, staff)
e. describe failed conditions
 The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.
B. Supervision of Operations and Maintenance 2 5 1 8
1. Resource allocation
a. manage work orders including the use of computerized maintenance
management systems (CMMS)
b. prioritize tasks
c. schedule tasks
d. monitor task completion
e. manage inventory (e.g., parts, tools)
f. manage the budget
2. Repair
a. initiate repairs or corrective actions
b. determine the most efficient skill or ability resource utilization
c. identify associated work that should be recommended
d. identify items on the predictive failure curve that deserve attention
e. verify satisfactory completion of each repair
3. Implement the business continuation plan (e.g., restart, relocation, data
preservation)
C. Manage Building Performance 5 5 5 15
1. Trend and performance data
a. create trend data from building systems
b. interpret trend data (e.g., results of water and eddy current analyses, fan and
pump curves, utility bills, data loggers)
c. interpret building management system data
d. analyze maintenance reports
2. Compare building performance data to design expectations from
calculated or computer modeling results
3. Access data from a building information management system
4. Use a building information management system for problem resolution
5. Explain the design intentions behind building systems to staff and contractors.
Edited
2 3 2 7
D. Building Automation Systems
3 3 2 8
1. Verify that systems are operating according to the designed sequence of
operations
2. Verify that building performance indicators match outputs from automated systems
 The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.

6. Identify failures of building automation system components

7. Explain to staff and contractors the design intentions and functionalities
behind the building automation system. Edited
8. Analyze trend logs. Edited
E. Documentation Preparation 1 1 1 3
1. Prepare inspection reports
2. Maintain statutory records
3. Prepare monthly reports (e.g., variances, complaints, preventive maintenance tasks
scheduled and completed, log of subcontractor work)
4. Update record drawings
5. Document building management system programming changes
6. Develop tenant build-out guidelines. New Task Statement
0 1 0 1
F. Procurement Management
1 1 1 3
1. Evaluate the cost/benefit of using outside contractors for projects
2. Develop the scope of work for an outside contract
3. Process/manage purchase orders.
4. Manage purchase orders.
5. Manage contracted work
6. Assess the environmental and energy impacts of purchased products and services
2 2 2 2
G. Training
3 3 3 3
1. Identify ongoing training needs for occupants, and operations and
maintenance staff
2. Select entities who can provide training
3. Schedule training for staff and occupants
4. Mentor staff to expand their problem solving abilities
5. Document training that has been completed
6. Develop a budget and support for training activities
7. Assess the effectiveness of training
1 2 0 3
H. Quality Management
1 3 1 5
1. Identify benchmarks associated with building performance goals
2. Identify benchmarks associated with operations and maintenance objectives
including internal staff and external contractors
 The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.

1 1 1 3
I. Resource Management
1 2 2 5
1. Develop a resource conservation plan including benchmarks
2. Implement the resource conservation plan
3. Monitor resource utilization
4. Compare resource utilization results against benchmarks
5. Implement actions to further improve resource utilization

III. COMMUNICATIONS 2 5 3 10

A. Management 0 1 1 2
1. Assess building performance needs of the owner
2. Align operations and management priorities with those of the owner
3. Educate property management personnel regarding building performance,
and operations and maintenance. Edited
4. Advocate projects that enhance building performance and efficiency to senior
management
B. Occupants 1 1 1 3
1. Interface with customer relations (e.g., help-desk, tenant relations) staff to meet needs
of occupants
2. Prioritize needs of occupants
3. Respond to data collected from occupants regarding building performance and
corrective actions
4. Use data from the request tracking system to respond to occupants
5. Track responses including response times and customer satisfaction
6. Ensure occupants are informed about and prepare for impacts from
operations and maintenance activities
C. Staff 1 3 1 5
1. Prioritize work orders for repairs, preventive maintenance, capital
improvements, and occupant requests
2. Distribute work orders for repairs, preventive maintenance, capital
improvements, and occupant requests
3. Coach staff in problem solving strategies
4. Verify documentation of completed work
5. Interact with staff and suppliers about scheduled work
6. Provide information to staff regarding special events
7. Communicate operational goals and objectives
 The American Society of Heating, Refrigerating and Cognitive
Air-Conditioning Engineers Level

Operations and Performance Management Professional

Application
Detailed Content Outline

Analysis
Recall

Totals
Open cells show an examination could include items from indicated cognitive levels.
Shaded cells prevent appearance of items on examinations.

8 6 4 18
IV. ENVIRONMENTAL, HEALTH, AND SAFETY
6 4 3 13
2 2 2 2
A. Legal Requirements
3 3 3 3
1. Comply with laws (e.g., environmental, occupational safety, MSDS,
HAZMAT, fire and life-safety systems, labor)
2. Comply with codes
3. Identify tasks that require Authorized Persons
3 1 2 6
B. Voluntary Steps
2 1 1 4
1. Manage indoor environmental quality (e.g., temperature, humidity, lighting,
noise, air quality)
2. Create safety programs for staff and occupants
3. Manage the carbon footprint of a building
4. Evaluate sustainability and ethical impacts of building operations
and maintenance. Edited
5. Recommend potential solutions for sustainability and ethical impacts
of building operations and maintenance. Edited
1 1 0 2
C. Safety and Security Edited
2 1 1 4
1. Control access to restricted areas
2. Manage building systems against extraordinary events. Edited
3. Test security systems against intrusion. Deleted
4. Ensure required signage is posted
5. Integrate security and building management systems. Deleted
31 45 24 100
Totals
30 43 27 100
Appendix B: Detailed Content Outline
Complexity Level and
Number of Items

Application

Analysis

TOTALS
Operations and Performance Management Professional

Recall
Certification Examination Content Outline 2017

I. FACILITY LIFE CYCLE 5 11 4 20

A.    Process 3 7 2 12
1.    Commissioning:
a.    advise an owner whether functional performance testing results of new
building systems (e.g., mechanical, electrical, plumbing, life safety) conform to
specification and performance criteria.
b.    facilitate testing of existing building systems (e.g., mechanical, electrical,
plumbing, life safety) for conformance to specification and performance criteria.
c.    interpret functional performance testing of existing building systems (e.g.,
mechanical, electrical, plumbing, life safety) for conformance to specification and
performance criteria.
d.    determine when expert advice should be sought for potential corrective
actions that will address deficiencies identified by functional performance testing.
e.    implement corrective actions based on functional performance testing results.
f.    recommend enforced system design requirements before occupancy.
2.    Post-occupancy evaluation:
a.    facilitate building operations data collection (e.g., building automation system,
work order system, personal observation, occupant survey).
b.    monitor data (e.g., energy usage, complaints, temperature, pressure, repair
logs) to verify performance of building systems on an ongoing basis.
c.    recommend alterations to any building system based on functional changes.
d.    order testing of building systems (e.g., mechanical, life safety, plumbing) for
conformance to specification and performance criteria.
3.    Continual improvement:
a.    identify ongoing training needs for occupants, and operations and
maintenance staff.
b.    identify benchmarks that are appropriate for a building and staff productivity
and its uses.
c.    use management benchmarks to report on performance levels.
d.    evaluate processes (e.g., preventive maintenance, inventory control, staffing
levels) for potential energy savings and maximize life-cycle.
4.    Manage end-of-service life issues for occupant spaces and building system
components.
B.    Costing for Building Components 2 4 2 8
1.    Capital budget:
a.    estimate costs associated with potential projects.
b.    calculate life-cycle costs.
 c.    interpret life-cycle cost and related economic analyses.
d.    recommend projects for the capital budgeting process.
2.    Operations budget:
a.    identify elements of the operations budget.
b.    prepare an operations budget for a building.
c.    manage the operations budget.
d.    compare life-cycle costs for component options.
e.    compare lease-, performance-, and purchase-contract options.
 f.    identify anomalies in resource and other budget items.
g.    recommend operational changes in reaction to anomalies.
      II.     MANAGEMENT ASPECTS 16 23 13 52
A.    Creation and Implementation of an Operations and Maintenance
3 3 2 8
Program
1.    Prepare a systems and equipment inventory.
2.    Select a maintenance strategy for the functional use of individual building systems:
a.    time-based.
b.    reliability-centered.
c.    predictive.
d.    preventive.
e.    run-to-failure or reactive.
3.    Creation of a building operations plan.
a.    develop measures of performance.
b.    select inspection and maintenance tasks.
c.    determine inspection frequency.
d.    identify resources (e.g., inventory, staff).
e.    describe failed conditions.
 f.    adjust inspection frequency.
4.    Write business continuation plans for emergencies (e.g., life-safety, building
operations).
B.    Supervision of Operations and Maintenance 2 5 1 8
1.    Resource allocation:
a.    manage work orders including the use of computerized maintenance
management systems (CMMS).
b.    prioritize tasks.
c.    schedule tasks.
d.    monitor task completion.
e.    manage inventory (e.g., parts, tools).
 f.    manage the budget.
2.    Repair:
a.    initiate repairs or corrective actions.
b.    determine the most efficient skill or ability resource utilization.
 c.    identify associated work that should be recommended.
d.    identify items on the predictive failure curve that deserve attention.
e.    verify satisfactory completion of each repair.
3.    Implement the business continuation plan (e.g., restart, relocation, data
preservation).
C.    Manage Building Performance 5 5 5 15
1.    Trend and performance data:
a.    create trend data from building systems.
b.    interpret trend data (e.g., results of water and eddy current analyses, fan and
pump curves, utility bills, data loggers).
c.    interpret building management system data.
d.    analyze maintenance reports.
2.    Compare building performance data to design expectations from calculated or
computer modeling results.
3.    Access data from a building information management system.
4.    Use a building information management system for problem resolution.
5.    Explain the design intentions behind building systems to staff and contractors.
D.    Building Automation Systems 2 3 2 7
1.    Verify that systems are operating according to the designed sequence of operations.
2.    Verify that building performance indicators match outputs from automated systems.
3.    Correct systems that are operating out of specification.
4.    Maintain sensors and controllers.
5.    Document program, schedule, and setpoint changes.
6.    Identify failures of building automation system components.
7.    Explain to staff and contractors the design intentions and functionalities behind the
building automation system.
8.    Analyze trend logs.
E.    Documentation Preparation 1 1 1 3
1.    Prepare inspection reports.
2.    Maintain statutory records.
3.    Prepare monthly reports (e.g., variances, complaints, preventive maintenance tasks
scheduled and completed, log of subcontractor work).
4.    Update record drawings.
5.    Document building management system programming changes.
6.    Develop tenant build-out guidelines.
F.    Procurement Management 0 1 0 1
1.    Evaluate the cost/benefit of using outside contractors for projects.
2.    Develop the scope of work for an outside contract.
3.    Process/manage purchase orders.
4.    Manage contracted work.
5.    Assess the environmental and energy impacts of purchased products and services.
  G.    Training 1 2 1 4
1.    Identify ongoing training needs for occupants, and operations and maintenance
staff.
2.    Select entities who can provide training.
3.    Schedule training for staff and occupants.
4.    Mentor staff to expand their problem solving abilities.
5.    Document training that has been completed.
6.    Develop a budget and support for training activities.
7.    Assess the effectiveness of training.
H.    Quality Management 1 2 0 3
1.    Identify benchmarks associated with building performance goals.
2.    Identify benchmarks associated with operations and maintenance objectives
including internal staff and external contractors.
3.    Prepare a quality assurance plan.
4.    Compare quality assurance data with benchmarks.
5.    Implement actions to improve quality.
  I.    Resource Management 1 1 1 3
1.    Develop a resource conservation plan including benchmarks.
2.    Implement the resource conservation plan.
3.    Monitor resource utilization.
4.    Compare resource utilization results against benchmarks.
5.    Implement actions to further improve resource utilization.
     III.     COMMUNICATIONS 2 5 3 10
A.    Management 0 1 1 2
1.    Assess building performance needs of the owner.
2.    Align operations and management priorities with those of the owner.
3.    Educate property management personnel regarding building performance, and
operations and maintenance.
4.    Advocate projects that enhance building performance and efficiency to senior
management.
B.    Occupants 1 1 1 3
1.    Interface with customer relations (e.g., help-desk, tenant relations) staff to meet
needs of occupants.
2.    Prioritize needs of occupants.
3.    Respond to data collected from occupants regarding building performance and
corrective actions.
4.    Use data from the request tracking system to respond to occupants.
5.    Track responses including response times and customer satisfaction.
6.    Ensure occupants are informed about and prepare for impacts from operations and
maintenance activities.
C.    Staff 1 3 1 5
1.    Prioritize work orders for repairs, preventive maintenance, capital improvements,
and occupant requests.
 2.    Distribute work orders for repairs, preventive maintenance, capital improvements,
and occupant requests.
3.    Coach staff in problem solving strategies.
4.    Verify documentation of completed work.
5.    Interact with staff and suppliers about scheduled work.
6.    Provide information to staff regarding special events.
7.    Communicate operational goals and objectives.
8.    Implement rewards and discipline.
    IV.     ENVIRONMENTAL, HEALTH, AND SAFETY 8 6 4 18
A.    Legal Requirements 4 4 2 10
1.    Comply with laws (e.g., environmental, occupational safety, MSDS, HAZMAT, fire
and life-safety systems, labor).
2.    Comply with codes.
3.    Identify tasks that require Authorized Persons.
B.    Voluntary Steps 3 1 2 6
1.    Manage indoor environmental quality (e.g., temperature, humidity, lighting, noise,
air quality).
2.    Create safety programs for staff and occupants.
3.    Manage the carbon footprint of a building.
4.    Evaluate sustainability and ethical impacts of building operations and maintenance.
5.    Recommend potential solutions for sustainability and ethical impacts of building
operations and maintenance.
C.    Safety and Security 1 1 0 2
1.    Control access to restricted areas.
2.    Manage building systems against extraordinary events.
3.    Ensure required signage is posted.
TOTALS 31 45 24 100
Appendix C

Acceptable Professional Development Activities and PDHs Earned

Activity PDHs

1 PDH for each hour of

Completion of short courses, workshops and seminars in a related field
documented attendance

Attendance at meetings and conferences (e.g. National, Annual, Regional) or special 1 PDH for each hour of
conferences in a related field documented attendance

Successful completion of a course in a related field from an accredited institution of

15 PDHs per credit hour
higher learning
(semester system) OR 10 PDHs
Note: To qualify for this credit, a course must be offered regularly and must conclude with a test that sets (quarter system)
a passing grade.

Patent in a related field

10 PDHs per patent
Note: PDHs can be claimed after a patent is issued and the inventor submits details to the board. The
invention must be related to engineering.

Publication of article/paper/book in a recognized, peer reviewed journal in a related

field (max. 3 per year). 10 PDHs per published item
Note: A “news” article in a technical or professional bulletin is not considered a published paper.

Active participation in a professional or technical society in a related field

Note: The certificant must serve as an officer and/or must actively participate in a committee of the
2 PDHs per year per organization
organization. PDHs are earned at the end of each year of service.

5 PDHs per 10 acceptable

Write ASHRAE certification exam items in a related field
exam questions, annually

Pass ASHRAE certification exam (E.g. OPMP should pass OPMP exam) 45 PDHs

Accreditation Visit Evaluator 3 PDHs, annually

Professional awards 2 PDHs per award

2 PDHs per hour taught for the

Teach courses and workshops in a related field. first presentation, then 1 per
Faculty performing regular duties may earn PDHs hour for subsequent equivalent
presentations.

Certificants are not required to submit a report of Professional Development activities as part of the recertification application; however,
a percentage of Certificants are randomly chosen for audit each year. If audited, a report of continuing professional development with
documentation must be submitted to the Certification Coordinator for review.

For questions about any of the information about ASHRAE certification renewal requirements, including clarification of
acceptable and reportable qualifying activities, please contact ASHRAE Certification Coordinator at
[email protected].