1. IFMA Credentials Breakfast Presentation
March 3, 2015
SDG&E Energy Innovation Center

2. AGENDA: Introductions Credential Overviews FMP (Kate Mood)
CFM (Lisa Chappell)
SFP (Phyllis Meng)
Panel
Grant Programs
Drawing
Sign-ups!

3. 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

4. SAN DIEGO CHAPTER MEMBERSHIP HAS GROWN TO OVER 360 MEMBERS
60% ARE PROFESSIONAL MEMBERS
20% HAVE IFMA CREDENTIALS

5. IFMA Credentials Facility Management Professional
Knowledge-Based certificate program
Sustainability Facility Professional
Knowledge-Based certificate program
Certified Facility Manager
Competency-Based certification

6. 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

7. 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.
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.
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.

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

10. Operations and Maintenance Project Management
Introduction to Operations and Maintenance
Assess Facility Needs
Manage/Oversee Operations and Maintenance
of Building, Systems and Equipment
Manage/Oversee Occupant Services
Select the Best Resources
Measure and Optimize Operations and Maintenance Performance
Project Management
Introduction to Project Management
Define Projects
Plan Projects
Manage and Oversee Projects
Close Projects
Finance and Business
Finance and Business in the Facility Organization
Financial Management of the Facility Organization
Procurement in the Facility Organization
Contracts in the Facility Organization
Leadership and Strategy
Plan Strategically
Lead and Manage the Facility Organization
Provide Leadership to the Entire Organization

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

12. Certified Facility Manager

13. 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.

14. 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

15. 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

16. 5 4 3 2 1 Maintenance You Are a CFM Schedule and Pass The Exam
Assess Your
Readiness
Submit Your
Application and
Preparation
Maintenance
You Are a CFM
Schedule and Pass
The Exam 1 2 3 4 5

17. 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.

18. 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:
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)

19. 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.

20. For more information on IFMA Credentials and Continuing Education
Contact the IFMA Education Department
Telephone:
Or visit and click on the
Professional Development tab to get started

21. CFM Exam Preparation Classes
FM Learning System
May
CFM One Day Review
May17

22. Sustainability Facility Professional

23. 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.

24. FM involved in following areas:
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.

25. The program is structured to be taken in sequence.
Program Contents
Focus Area 1
Focus Area 2
Focus Area 3
The program is structured to be taken in sequence.

27. 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

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

30. 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.

31. 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

33. 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…

34. IFMA’s Eight Major Categories of Sustainability
Energy
Water
Materials and Resources
Workplace Management
Indoor Environmental Quality
Quality of Services
Waste
Site Impact

35. SFP Benefits Individual Employers Learn practical skills
Challenge the status quo
Impact your organization’s triple bottom line
Earn a competitive advantage
Join a professional network
Improve facility efficiency
Establish internal training
Create a common vocabulary
Evaluate employees
Strengthen your corporate image
Attain a competitive business advantage

36. Where do I Start? Self-study or instructor-led?
Self-study materials may be purchased at
San Diego Instructor-led course scheduled for November and December – Three days each month
November 12,13,14
December 10,11,12

37. All Students Receive: Comprehensive materials
Interactive online study tools
Online SFP final assessments
Instructor led:
Networking opportunities
On going support

38. Today’s Panel Debra L. Gutzmer, CFM, SFP Marcy Harold, FMP
Workplace Strategy Manager
CBRE | Global Corporate Services
MUFG Union Bank Account
IFMA San Diego Past President
Marcy Harold, FMP
Facilities Manager, Mission Federal Credit Union
IFMA San Diego Events Committee Chair
Heather Collins, FMP in progress
Servpro of La Jolla,
IFMA San Diego Events Committee & Industry Partner

39. RAFFLE DRAWING!! $550 toward a certification of your choice.
Must be used by June 1, 2014
Courtesy of the IFMA San Diego
Education and Professional Development Committee

40. 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

41. SIGN-UPS!!