IFMA Credentials Breakfast Presentation

March 3, 2015SDG&E Energy Innovation Center

AGENDA:• Introductions• Credential Overviews

• FMP (Kate Mood)• CFM (Lisa Chappell)• SFP (Phyllis Meng)

• Panel• Grant Programs • Drawing• Sign-ups!

Empowering Facility Professionals Worldwide

Founded in 1980, IFMA is the world's largest and most widely recognized international association for facility management

professionals, supporting more than 24,000 members in 94 countries

SAN DIEGO CHAPTER MEMBERSHIP HAS GROWN TO OVER 360 MEMBERS

60% ARE PROFESSIONAL MEMBERS20% HAVE IFMA CREDENTIALS

IFMA Credentials

Facility Management ProfessionalKnowledge-Based certificate program

Sustainability Facility ProfessionalKnowledge-Based certificate program

Certified Facility ManagerCompetency-Based certification

Develop a strong foundation of critical FM knowledge and skills demanded by global employers Content based on IFMA’s Global Job Task Analysis Develop and test your competence by completing coursework and final assessments contained in the

IFMA FMP Credential Program® Knowledge Based No prerequisites No renewal/update required

TOP 5 reasons to earn your FMP credential

1. Build a solid foundation.The enhanced and updated course curriculum required to achieve IFMA’s Facility Management Professional (FMP) credential will prepare you for the unique challenges of the profession, focusing on competencies essential to an FM’s day-to-day responsibilities.

2. Start your career in the right direction.Facility management is a constantly evolving profession. A commitment to continuing education and professional development ensures an up-to-date skill set throughout your career.

3. Prepare for the Certified Facility Manager® (CFM®) Exam.FMPs who continue their professional growth have a greater chance of successfully completing the CFM Exam and joining the elite circle of Certified Facility Managers.

4. Set yourself apart from the competition.Whether you are applying for a position or promotion in the field, or if you plan to do business with an FM, having the letters “FMP” after your name demonstrates your professional knowledge.

5. Establish your professional network.Enjoy opportunities to meet and network with expert instructors and peers during live FMP courses. Take advantage of special FMP events at local, national and international events.

• The FMP program consists of 4 courses with content (Knowledge Domains) deemed critical to the foundation of knowledge required of facility managers.

• Operations and Maintenanceo Introduction to Operations and Maintenanceo Assess Facility Needso Manage/Oversee Operations and Maintenance of Building, Systems and Equipmento Manage/Oversee Occupant Serviceso Select the Best Resourceso Measure and Optimize Operations and Maintenance Performance

• Project Managemento Introduction to Project Managemento Define Projectso Plan Projectso Manage and Oversee Projectso Close Projects

• Finance and Businesso Finance and Business in the Facility Organizationo Financial Management of the Facility Organizationo Procurement in the Facility Organizationo Contracts in the Facility Organization

• Leadership and Strategyo Plan Strategicallyo Lead and Manage the Facility Organizationo Provide Leadership to the Entire Organization

Class Schedule

• Leadership & Strategy - January 15-16• Finance & Business - March 12-13• Operations & Maintenance - July 9-10• Project Management - August 13-14

Certified Facility Manager

CFM

The first certification program in facility management and the most respected global credential in the industry, setting the standard for ensuring the knowledge and abilities of practicing facility managers.

Quick CFM Facts

• Established in 1992• Certification process designed to assess competence in

the field through work experience, education and the ability to pass a comprehensive exam.

• Covers 11 competencies that make up the facility management body of knowledge.

• Three year maintenance cycle • Located in over 32 countries • Held by more than 3,100 professionals

What can a credential do for me?

What does it mean to be officially recognized for your knowledge and abilities?

• It confirms your qualifications• It verifies your professionalism• It fortifies your position• It influences the future direction of the profession

Assess YourReadiness

Assess YourReadiness

Submit YourApplication and

Preparation

Maintenance

You Are a CFM

Schedule and PassThe Exam

1. Assess your readiness

Visit the Credentials page of IFMA.org to complete a self-evaluation, complete a CFM Practice Exam, and learn about the IFMA Facility Management Learning System.

2. Submit Your Application and Prepare for Exam

• Once you are ready to take the CFM Exam, you may submit your CFM application through the IFMA website: http://www.ifmacredentials.org

• New IFMA Facility Management Learning System.

• Local chapter and virtual study groups

• Attend workshops and presentations

• Online practice exam (this is not an assessment tool)

Steps 3-5

• Once application is approved, candidates have up to three months to schedule and sit for the exam.

• Candidates who pass the exam will be awarded the CFM and will be required to renew every three years. (120 maintenance points required for renewal.)

• Individuals who do not pass may apply to retake the exam by submitting the Application to Retake Certification Exam.

For more information on IFMA Credentials and Continuing Education

Contact the IFMA Education DepartmentTelephone: 1-713-623-4362Email: credentials@ifma.org

Or visit www.ifma.org and click on the Professional Development tab to get started

CFM Exam Preparation Classes

FM Learning SystemMay 14-15-16

CFM One Day Review May17

Sustainability Facility Professional

SFP Program

• Knowledge-based credential – Requires successful completion specific coursework and final

assessments– Must pass online final assessment with score of 75% or higher

• All FM & professionals interested in sustainable practices – A strong foundational understanding of FM is highly

recommended.

• Credential is valid for 3 years– SFPs take online course & pass assessment for new term of

validity.

Primary Role of an SFP

• FM aware of organization’s commitment to social, environmental and economic aspects of sustainability - Triple Bottom Line

• FM involved in following areas: Development of sustainability goals. Sustainability strategy development and implementation. Implementation of a sustainable facility management plan. Monitoring, measuring and management of sustainable

practices. Employee education and training in sustainable practices.

The program is structured to be taken in sequence.

Focus Area 1 Focus Area 2 Focus Area 3

Program Contents

Strategy & Alignment of Sustainable Facility Management

• Summarizes key concepts related to sustainable FM from organizational level

• Illustrates linkages & actions FM take to make business case for sustainability in their facilities

Topic Outline • Introduction to Sustainability• Organizational Strategies• Developing a Sustainable Strategy• Sustainability Considerations• Sustainablility Goals & Initiatives• Communicating & Reporting on Sustainability

Managing Sustainable Facilities

• Process of aligning facility‘s sustainability plan with organization‘s vision, strategic goals & policies.

• Takes strategies promoted in SFP’s sustainable business case

• Provides details, tools & techniques of plans• Prepare for, lead & implement those changes.

Topic Outline• Sustainability Policy Development• Applying Sustainability to FM Plans• Sustainability Program Development• Change Management• Performance Management Tools• Finance for Sustainable Facilities• Purchasing & Procuring for Sustainable Facilities• Sustainability Standards, Systems & Support

Operating Sustainable Facilities

• Looks at ways SFPs can operate facilities in a more sustainable manner – Changes in building equipment & technology– Changes in operations and maintenance

procedures.

• Organized around the eight major categories of sustainable facility management. They are…

IFMA’s Eight Major Categories of Sustainability

Energy Water Workplace Management

Indoor Environmental Quality Quality of Services Site ImpactWaste

Materials and Resources

Individual

Learn practical skills Challenge the status quo Impact your organization’s

triple bottom line Earn a competitive

advantage Join a professional network

Employers

Improve facility efficiency Establish internal training Create a common

vocabulary Evaluate employees Strengthen your corporate

image Attain a competitive

business advantage

SFP Benefits

Where do I Start?

• Self-study or instructor-led?• Self-study materials may be purchased at

www.ifma.org/sfp • San Diego Instructor-led course scheduled

for November and December – Three days each month – November 12,13,14– December 10,11,12

All Students Receive: • Comprehensive materials• Interactive online study tools• Online SFP final assessments• Instructor led:

– Networking opportunities

– On going support

Today’s Panel

Debra L. Gutzmer, CFM, SFP Workplace Strategy ManagerCBRE | Global Corporate Services MUFG Union Bank AccountIFMA San Diego Past President

Marcy Harold, FMPFacilities Manager, Mission Federal Credit UnionIFMA San Diego Events Committee Chair

Heather Collins, FMP in progressServpro of La Jolla, IFMA San Diego Events Committee & Industry Partner

RAFFLE DRAWING!!

$550 toward a certification of your choice. Must be used by June 1, 2014

Courtesy of the IFMA San DiegoEducation and Professional Development Committee

Educational Grants

The IFMA San Diego Chapter is dedicated to assisting our members in the field of facilities management through financial assistance for Membership Renewal, World Workplace Registration, Facility Fusion Registration and Continuing Education.

• Grants available for FMP, CFM and SFP courses• Grants for those not awarded grant in past three years• Application must be submitted prior to the beginning of the

course or conference• Application is available under the Members Only tab/Forms

Depot

SIGN-UPS!!