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Introduction - PDF - FINAL

The Certified Facility Manager® (CFM) credential sets the industry standard for ensuring the knowledge and competence of practising facility managers.

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0% found this document useful (0 votes)
39 views38 pages

Introduction - PDF - FINAL

The Certified Facility Manager® (CFM) credential sets the industry standard for ensuring the knowledge and competence of practising facility managers.

Uploaded by

gabsantamaria
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Why become CFM?

The most respected global credential in facility


management
• The Certified Facility Manager® (CFM) credential sets the industry standard
for ensuring the knowledge and competence of practicing facility
managers.
• IFMA’s certification process is designed to assess competency in the field
through work experience, education and the ability to pass a
comprehensive exam. Since the program began in 1992, more than 3,100
facility managers from 32 countries have achieved this prestigious
recognition.
• Distinguish yourself. Stay competitive in today’s job market. CFMs earn an
average of 25% more annually than their noncredentialled FM peers.
What we are expecting in the CFM class?
Class includes:
• The CFM Exam Review Course Manual
• Discussion of 11 Competencies
• Home Quizzes
• Mock Exam (at the end of class)
How to prepare for the Exam?
Class includes:
• Join a study group
• Find a “Study Buddy”
• Attend the CFM class
• Read the Course Preparation Manual
• Study the Question and Answers
Program Calendar
WEEK DATE DESCRIPTION
1 14-Jun-2019 Introduction
2 Competency 1: Communication Management
3 Competency 2: Risk Management
4 Competency 3: Sustainability
5 Competency 4: Business and Finance
6 Competency 5: Occupancy and Human Factors
7 Competency 6: Leadership and Strategy
8 Competency 7: Operations and Maintenance
9 Competency 8: Performance and Quality
10 Competency 9: Project Management
11 Competency 10: Real Estate
12 Competency 11: Facility Information Management (FIM) and Technology
Management
13 06-Sep-2019 Four (4) Hours Mock Exam (11 IFMA Competencies) – END OF CLASS
IFMA’s Eleven Core Competencies
1. Communication—Communication plans and processes for both
internal and external stakeholders
2. Risk Management—Emergency and risk management plans and
procedures(new competency )
3. Finance & Business—Strategic plans, budgets, financial
analyses, procurement
4. Sustainability—Sustainable management of built and natural
environments(new competency)
5. Occupancy and Human Factors—Healthful and save
environment, security, FM employee development
6. Leadership and Strategy—Strategic planning, organize, staff
and lead organizations
IFMA’s Eleven Core Competencies (Cont.)
7. Operations and Maintenance—Building operations and
maintenance, occupant services
8. Project Management—Oversight and management of all
projects and related contracts
9. Performance and Quality—Best practices, process
improvements, audits and measurements
10. Real Estate—Real estate planning, acquisition and disposition
11. Facility Information Management and Technology
Management—Facility management technology, workplace
management systems
IFMA’s Eleven Core Competencies Exam Weightage

S/N DESCRIPTION # OF WEIGHTAGE


ITEMS
1 Communication 6 3.75%
2 Risk Management 11 6.875%
3 Sustainability 16 10%%
4 Finance and Business 18 11.25%
5 Occupancy and Human Factors 14 8.75
6 Leadership and Strategy 28 17.5%
7 Operations and Maintenance 25 15.625%
8 Performance and Quality 8 5%
9 Project Management 11 6.875%
10 Real Estate 14 8.75%
11 Facility Information Management and Technology Management 9 5.625%
TOTAL 160 100%
1. Communication
a. Manage and oversee the development and use of the facility
communications plan.
i. Develop and implement a facility management communications plan (messages,
reminders, mission and vision).
ii. Select situation-appropriate media and techniques for communications with
stakeholders.
b. Prepare and deliver messages that achieve the intended results.
i. Promote FM information and recommendations to internal and external
stakeholders (facility staff, public, senior management, customers and boards of
directors)
ii. Prepare reports for stakeholders (facility staff, public, senior management,
customers, boards of directors and so forth).
iii. Manage stakeholder perceptions and expectations
2. Risk Management
a. Plan, manage and support the entire organizations emergency
preparedness program.
i. Develop risk management plan
ii. Develop emergency management plans and procedures.
iii. Assist in the design of simulations or exercises to test the emergency management
and business continuity plans.
iv. Manage the execution of simulations or exercises to test the plans.
v. Secure technology systems and services.
b. Manage and oversee and support the entire organization’s business
continuity program.
i. Develop a business continuity plan.
3. Sustainability
a. Plan, manage and support the entire organization’s commitment to
protecting the environment.
i. Manage, oversee and safeguard the natural environment.
b. Manage and oversee the entire organization’s commitment to
sustainability of the natural and built environments.
i. Develop and direct sustainability programs.
ii. Provide data to support facility evaluation.
iii. Evaluate and manage the asset life cycle process.
4. Business and Finance
a. Manage and oversee the financial management of the facility organization.
i. Develop, recommend, manage and oversee the facility’s budget requirements
(expense, operational, capital).
ii. Prepare business cases, supporting documentation and financial reports.
iii. Analyze and interpret financial documents (budget, financial statements, ratios and
so forth).
b. Administer and manage the finances associated with contracts.
i. Develop and manage contracts.
ii. Administer and monitor contracts.
iii. Interpret financial contract elements (lease agreements, service contracts, cost
statements and so forth).
iv. Resolve vendor conflicts.
4. Business and Finance (Cont.)
c. Administer procurement and chargeback procedures.
i. Define, justify and apply chargeback procedures.
ii. Administer procurement procedures for outsourcing products, services,
contractors, designers and whole buildings.
5. Occupancy and Human Factors
a. Develop and implement practices that support the performance and goals
of the entire organization.
i. Oversee the work environment to support staffing, recruitment, retention, motivation
and productivity.
ii. Create an environment conducive to innovation (investigate trends and conduct pilot
tests).
iii. Provide a healthful and safe environment.
iv. Provide security that meets the facilities’ needs (physical site security, access control
and information).
b. Develop and implement practices that support the performance of the
facility organization.
i. Provide personal and professional growth and development opportunities (coaching,
mentoring, training, education and career paths).
ii. Encourage diversity.
iii. Utilize performance appraisal systems (goal setting, performance monitoring
and evaluation).
6. Occupancy and Human Factors
a. Lead the facility organization.
i. Lead, inspire, and influence the facility organization, search for best practices, manage
change, promote continuous improvement, and provide tools.
ii. Advocate for facility management needs and priorities.
iii. Develop, implement, and evaluate policies, procedures, and practices for the facility
organization.
iv. Clarify and communicate responsibilities and accountabilities.
v. Resolve conflicts (organization and personnel).
vi. Organize and staff the facility organization.
b. Provide leadership to the entire organization.
i. Promote, encourage, and adhere to a code of conduct.
ii. Develop and manage/oversee relationships (supplier, community, government,
tenants, business partners, occupants).
iii. Ensure compliance with the organization’s social responsibility policies
6. Occupancy and Human Factors (Cont.)
c. The competent facility manager is able to plan strategically.
d. Align the facility’s strategic requirements with the entire organization’s
requirements.
e. Develop and implement a strategic planning process.
f. Assess what services are needed to meet organizational (business)
requirements.
7. Operation and Maintenance
a. The competent facility manager is able to assess the condition of the facility.
i. Manage/oversee the assessment of building systems’ condition.
ii. Assess the condition of the facility’s structure, interior, exterior and grounds.
b. The competent facility manager is able to manage/oversee facility operations and
maintenance activities.
i. Manage/oversee the acquisition, installation, operation, maintenance and disposal of building
systems and structural, interior, exterior and grounds elements.
c. The competent facility manager is able to manage/oversee occupant services
(parking, janitorial services, food services, concierge, facility helpdesk, security and
safety).
i. Identify required occupant services.
ii. Decide/recommend the most appropriate way to provide occupant services (outsource, in-
source),
iii. Manage/oversee the modifications to building systems, structural elements, interiors,
exteriors and grounds.
iv. Monitor the performance of service providers.
d. The competent facility manager is able to manage/oversee the facility.
7. Operation and Maintenance (Cont.)
e. Maintenance contracting process.
i. Develop maintenance contract specifications.
ii. Assure competent maintenance contractors are selected.
iii. Negotiate service level agreements.
iv. Monitor maintenance contractors’ work.
v. Resolve contract disputes.
f. The competent facility manager is able to develop, recommend and
manage/oversee the facility’s operational planning requirements (temperature
control, lighting, equipment replacement and so forth).
i. Develop policies and guidelines related to usage and maintenance.
ii. Determine life cycle costs.
iii. Monitor the usage and performance of all facility systems, equipment and
grounds.
iv. Monitor occupant satisfaction.
8. Project Management
a. The competent facility manager is able to plan projects.
i. Define and program projects (purpose, size, scope, schedule, budget and user
needs).
ii. Plan projects (resources, schedule and sequence).
iii. Develop contract specifications and solicitations.
b. The competent facility manager is able to manage/oversee projects.
i. Administer contracts (implement, monitor service level).
ii. Manage/oversee projects (construction, relocation, renovation, organizational
change).
iii. Evaluate project outcomes.
9. Performance and Quality
a. The competent facility manager is able to develop and manage/oversee the
creation and application of standards for the facility organization.
i. Develop, review and compare performance metrics for facility management services
(benchmarking, measuring observable behaviors, service response,
resolution times and so forth).
ii. Establish key performance indicators.
iii. Establish and maintain specifications (materials, equipment, furniture, finishes, fixtures,
design criteria).
iv. Develop, implement and monitor best value practices.
v. Develop customer service level agreements.
b. The competent facility manager is able to measure the quality of services
provided.
i. Monitor customer satisfaction and service delivery performance and provide feedback to
customers.
ii. Collect, verify, analyze and report facility management data from various sources (space plans,
customer satisfaction, feedback mechanisms).
iii. Collect and verify, analyze and report internal facility management data (utilities, work orders,
work history).
iv. Conduct assessment of third party providers (suppliers, contractors, consultants).
9. Performance and Quality (Cont.)
c. The competent facility manager is able to manage/oversee the improvement
of work processes.
i. Assess ways to improve workplace productivity.
ii. Develop and implement process improvements.
d. The competent facility manager is able to ensure and monitor compliance
with codes, regulations, policies and standards.
i. Audit and document compliance with codes, regulations, policies and standards.
ii. Ensure compliance with codes, regulations, policies and standards.
10. Real Estate
a. The competent facility manager is able to develop and implement the real
estate master plan.
i. Develop and implement a real estate master plan.
b. The competent facility manager is able to manage/oversee real estate
assets.
i. Determine and evaluate real estate requirements (space utilization, management,
highest and best use).
ii. Acquire and dispose of real estate (commercial, institutional, industrial, residential,
leased and owned).
iii. Manage/oversee the real estate portfolio (owned, leased, subleased, co-owned
and contract managed).
iv. Prepare and administer the service charge budget and allocate among co-owners
or tenants.
11. Facility Information Management and Technology Management
a. The competent facility manager is able to plan, direct and manage/oversee
facility
management business and operational technologies.
i. Monitor and evaluate technology trends and innovation.
ii. Conduct assessments and/or collaborate on facility management technology
needs analysis.
iii. Align facility management technology with organizational information technology.
iv. Assess the application of technology within facility operations.
v. Evaluate, implement and operate integrated workplace management systems
(IWMS – combining CAFM, CMMS and BAS).
Exam Facts
Competency Based Exam

❑ Timed: 4 Hours, 180 multiple choice questions

❑ (160 scored questions, 20 pretest questions)

❑ Delivered via computer-based testing (CBT) format at Prometric test centers


worldwide

❑ Approx. 70% correct to pass


Tips and Key Concepts
❑ Think Big Picture (As high as 36,000 feet above the ground)

❑ Answer questions thinking like an Executive

❑ Safety is always first, business second

❑ Choose answers related to keeping the business going

❑ Pay close attention to wording


Tips and Key Concepts (Cont.)
❑ Reframe issues so that the right problems are addressed

❑ What is the real problem

❑ Is there a pattern

❑ What risks are associated with the decision


Tips and Key Concepts (Cont.)
❑ Master All The 11 Competency Areas

❑ Read the Official Study Resource CFM Book

❑ Use CFM Practice Exam

❑ Ask The Previous Test Taker About Their Experience


Tips and Key Concepts (Cont.)
❑ The Actual CFM Exam is Situational But Straight Forward

Question: You are a facility manager in Ace Hardware and you are facing a problem.
Which tool you need to determine the root cause of the problem?

A. Fish Bone Diagram


B. Checklist
C. Process Control Chart
D. Scatter Diagram

If you are not familiar with the choices above, you won't be able to answer it correctly,
although the question is already telling that the answer should be related to "root cause
analysis"
FREQUENTLY ASK QUESTIONS (FAQ’s)
Q: How to Check if Someone is a Certified Facility Manager?
A: The name can verify on IFMA CFM Credential Registry
Q: How to Check if Someone is a Certified Facility Manager?
A: The name can verify on IFMA CFM Credential Registry
Q: How someone failed in the exam?
A: Possible reasons are the following:

❑ Overconfident.
❑ The training instructor is not a Certified Facility Manager.
❑ Mastered some competencies and failed on the other areas
❑ Lack of preparation
Q: What does it cost to take the CFM Exam?
A: US $550 for IFMA Members, US $815 for nonmembers.
Candidates must take the exam within three months (90 days) of
application acceptance and payment. Otherwise, there is a US$50
fee required for the Eligibility Extension.

Q: If I failed, how much the exam re-take fee?


A: The fee is US$265 for IFMA Members and US$365 for Non-
members. After one year, the candidate will need to submit a new
CFM application and make full payment for the CFM exam
application fee.

Q: Do I have to recertify?
A: The CFM certification is valid for three (3) years.
Q: What does it cost to become IFMA member?
A: FMA Base Member Dues (required):
✓Professional & Associate: US$2​19
✓Young Professional: US$1​39
✓Retired: US$100
✓Student: US$10

Q: How to apply for CFM exam?


A: Follow the instruction of CAMP (credentials application
and maintenance program) User’s Guide. Completed forms are
moved into the Approval Queue, and an email notice will be
sent to the candidate when the application has been approved.
This may take up to 21 days.
Q: What are the eligibility requirements?
A: CFM candidates must meet education and work experience
eligibility requirements as shown in the chart to the right.
Q: How much is the CFM recertification fee?
A: Applicable only for those who are already a Certified Facility Manager (CFM). Please see
the table below from www.fm.training.com
Q: What’s inside the IFMA CFM Certificate Packet?
A: The Welcome Packet consists of:
✓ 1. Lapel Pin
✓ 2. CFM Certificate inside the Certificate Jacket
✓ ​3. Press Release and CFM Credential Maintenance Information
Q: What’s inside the IFMA CFM Certificate Packet? (Cont.)
Questions?
Thank you.

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