FORM FOR SCORING OF TRAINING RESOURCE TO FULFILL FEDERAL BUILDING PERSONNEL TRAINING ACT (FBPTA) CORE COMPETENCIES

The FBPTA requires Federal building personnel to demonstrate compliance with a set of Core Competencies. The General Services Administration (GSA) accepts submissions for courses, certificates, certifications, accreditations, registrations,
licenses, and other qualifications that demonstrate alignment with the FBPTA Core Competencies. GSA will post resources that sufficiently map to FBPTA Core Competency requirements on the FMI webpage (www.fmi.gov) and may incorporate
them into the Core Competency Web Tool. The Web Tool allows Federal buildings personnel to immediately claim credit for competencies met by completing approved training. FMI and the Core Competency Web Tool help Federal employees
identify appropriate training, and allow Federal agencies to share information on training sources. To qualify for consideration, submitters complete this form describing how a specific training resource, certification / accreditation, license or other
resource aligns with FBPTA core competencies through AskFMI@gsa.gov.

Initial Review Conducted By: Maria Fara

Initial Review Submission Completion Date: August 30, 2013

Technical Review Conducted By: Steve Grant

Technical Review Submission Completion Date: December 2, 2013

Alignment of Competency with Functional Roles

Often Aligned with Facility Management roles (24/43 Core Competencies)

Often Aligned with Building Operations Professional roles (6/43 Core Competencies)

Often Aligned with Energy Management Role (7/43 Core Competencies)

Often Aligned with more than one role (6/43 Core Competencies)

1. Please complete the following for each training course submitted for consideration:

Training provider: International Facility Management Association

Provider address information (primary physical location, including address, city, state, zip code): International Facility Management Association, 800 Gessner Road, Suite 900, Houston, TX 77024 USA

Provider's primary point of contact for this learning resource (name, primary physical location (if different from provider address information), phone, and email):

Title of this training resource: Project Management, Facility Management Professional (FMP)

Type of training course: The FMP is an assessment-based certificate program based on the 4 most heavily-weighted competency areas determined by IFMA's Global Job Task Analysis: Finance and Business, Operations and
Maintenance, Leadership and Strategy, and Project Management. Each course is followed by a 50-question online final assessment. Successful completion of all four final assessments qualifies candidates for the FMP
credential.

Does this course provide CEUs (Continuing Education Units) and if so, how many and for what occupation or field: In the self-study format, this course earns 0.9 CEUs; the instructor-led course earns 1.9 CEUs. IFMA is an
IACET Approved Provider so many related fields accept IFMA CEUs, i.e., Facility Management, Interior Design, Architecture and so forth.
Learning objective(s) associated with this training course: FMP - Project Management Learning Objectives
Chapter 1: Introduction to Project Management
After completing this chapter, students will be able to:
• Discuss how projects can be defined, including common criteria and attributes.
• List common types of FM projects.
• Explain the requirements of the project manager role and the decision factors regarding whether the facility manager should adopt or delegate this role.
• Describe project management processes and models and relate them to a typical FM project format.
• Discuss the Define, Plan, Do, Check, Act, Close model.
• Apply project management to plan, organize, delegate, monitor, and control projects in a way that represents the interests of the FM organization and its customers.
Chapter 2: Define Projects
After completing this chapter, students will be able to:
• Explain the Define phase of a project, including typical inputs, activities and outputs.
• Discuss the elements addressed in the process of defining the project purpose.
• Explain the project triangle.
• Discuss the programming process and its outputs.
• Describe the SMART feasibility test.
• Explain the use of a project charter for presenting a conceptual budget and business plan to decision makers to win project approval and funding.
• Develop a statement of objectives to detail project scope and deliverables and constraints of schedule, budget and quality in sufficient detail to begin project planning.
Chapter 3: Plan Projects
After completing this chapter, students will be able to:
• Outline the elements of a typical site selection process.
• Describe the progressive steps in the design process.
• Discuss the importance of the work breakdown structure, how it is created and how it is used.
• Explain the process of creating a project schedule and the various types of scheduling.
• Describe other components of the project management plan: cost estimates and budgets, and quality, communications, and procurement management plans.
• Discuss the role of risk management.
• Plan a project team and resources by developing specifications for project team internal staff and contractors.
• Contrast the common types of contracts.

Chapter 4: Manage and Oversee Projects

After completing this chapter, students will be able to:
• Explain the need to check availability for internal staff or contracted resources and lead times for materials.
• Describe how to select or negotiate with line managers for internal staff.
• Discuss how to acquire contracted resources for team positions, materials or professional services using an open tender/bidding process or direct negotiation.
• Describe the basic features of standard tender/bidding contracts and proposal responses.
• Integrate or coordinate the work of project team members to orchestrate schedules and tasks and maximize the efficiency and effectiveness of teams and resources.
• Execute and control project activities according to the project management plan, including project scope, schedule, cost, quality, teams, communications, risks and project changes.
• Discuss the importance of minimizing midproject change.

Chapter 5: Close Projects

After completing this chapter, students will be able to:
• Verify that all tasks have been completed and deliverables installed at the end of a project.
• Discuss how to conduct final deliverable reviews, such as checklist reviews or punch-list/snagging-list walk-throughs.
• List the steps in the final inspection or validation process, including defect repair and validation and deliverable acceptance.
• Explain the use of certificates of occupancy, commissioning, and occupying space for a design and construction project.
• Describe the contract closure process, including conducting management tasks that use judgment and administrative tasks that require diligence.
• Explain how to close projects, including issuing formal acceptance documentation, generating closure documents and dismissing teams.
• Describe how an organization learns from its successes and failures by collecting, evaluating and presenting data on project outcomes.

Delivery method and learning methods (delivery methods may include online instruction, classroom instruction, or other means, and learning methods could include lecture, group work, essay work, quizzes, or other learning
activities): This course is available in either a self-study format or as an instructor-led classroom course. Each student receives a printed course manual (either hard copy or e-book) and access to the online portal which
offers activity-based learning, flashcards, case studies, chapter quizzes, and the final assessment. Students taking the instructor-led course also have access to the PowerPoint slides used by instructors to reinforce content.
Those taking the self-study format should be self-motivated and able to learn by reading the material, answering progress check questions and completing chapter quizzes, and by taking advantage of the additional material
available in the portal. Students in the classroom have those components available in addition to having the benefit of instructor lectures and slides, as well as class discussions and additional learning activities.
Length of training (in hours): At conferences or events and by chapters, the instructor-led version of this course is two full days in length, plus reading to be done outside the classroom. Colleges and universities which offer
this course determine their own schedule, usually a few hours per week over a quarter or semester. Completion of the self-study course varies according to the individual, but commonly takes at least ten hours.

URL link to information about the training course, content, and/or syllabus: http://www.ifmacredentials.org/fmp/

2. Review the course objective(s) that have been submitted as being aligned with required FBPTA performance criteria. Review the learning methods in the course that will support that learning objective(s).

FBPTA Core FBPTA Core Required FBPTA performance criteria Based on technical review of Initial Review: Initial Review: Initial Review: Technical Technical Technical If clarification requested, note Clarification Response From Provider Technical Review: Technical Review:
Competency Competency learning objectives and skills, does Are all Are descriptions Are all materials Review: Review: Skills Review: Are here Identify other materials Other Materials
Area this resource map to the submission clear and referenced Learning Reviewed there any submitted Reviewed
performance criteria? requirements logical? included with the Objectives clarifications
included? submission? Reviewed requested?

3.1.5.Demonstrate ability to plan for and oversee the acquisition, No, based on the review of the Yes Yes Yes Yes Yes Yes Request clarification. It's not This course provides knowledge about projects None No
3. Technology

installation, operation, maintenance, upgrade, and disposition of learning objectives and the clear that the learning undertaken to accomplish the acquisition, installation,
components supporting facility management technologies. skills/materials covered, the objective and skills/material operation, maintenance, upgrade, and disposition of
course does not demonstrate the provided address: demonstrate components; however, this information is not specific to
ability to plan for and oversee the ability to plan for and oversee technology projects. Request partial credit.
acquisition, installation, operation, the acquisition, installation,
maintenance, upgrade, and operation, maintenance,
disposition of components upgrade, and disposition of
4.3.1.Demonstrate knowledge of all types of Commissioning, the supporting
No, based on facility management
the review of the Yes Yes Yes Yes Yes Yes components
Request supporting
clarification. It'sfacility
not None No
Commissionin
g and Energy

Performance

differences between them, and commissioning requirements in laws technologies.

learning Sinceand
objectives thisthe management
clear technologies.
that the learning
Contracts
Savings

(ESPC)

and Executive Orders. performance criteria

skills/materials covered,is specific
the to Clarify how
objective project
and skills/material
4.3.

4.5. Planning, Project and Program Management

facility management
course technologies,
does not demonstrate management
provided relates
address: directly to
demonstrate
the course does
knowledge of all not
types meet
of the FM technology
knowledge of all types of
4. Energy Management

performance requirements.
Commissioning: initial implementation. the
Commissioning, Request
4.5.7.Demonstrate knowledge and ability to develop and assist in commissioning,
Yes, based on the retro-
review of the Yes Yes Yes Yes Yes No clarification between
differences and course them,content
and None No
project identification and justification. commissioning,
learning objectivesre-commissioning,
and the relevant to this specific
commissioning requirements in
Continuous (on-going)
skills/materials covered, the performance
laws criteria.Orders.
and Executive
Commissioning
course – the differences
should demonstrate Clarify how materials specific
and commissioning
knowledge and ability requirements
to develop addresses different types of
in laws
and andinExecutive
assist Orders.
project identification commissioning and relates to
and justification. laws and Executive Orders.
4.5.9.Demonstrate knowledge and ability to monitor facility energy No, based on the review of the Yes Yes Yes Yes Yes Yes Request clarification. It's not This course provides knowledge about monitoring None No
Request clarification and
projects. learning objectives and the clear that the learning projects throughout the process; however, this
course content relevant to this
skills/materials covered, the objective and skills/material information is not specific to energy projects. Request
specific performance criteria.
course does not demonstrate provided address: demonstrate partial credit.
knowledge and ability to monitor knowledge and ability to
facility energy projects. Since this monitor facility energy
performance criteria is specific to projects.. Clarify how
energy management projects, the materials specifically relates to
9.1.1.Demonstrate ability to work in integrated project teams to course
Yes, doeson
based not
themeet the of the
review Yes Yes Yes Yes Yes No energy. Request clarification None No
execute, small, medium, and large projects. performance
learning requirements.
objectives and the and course content relevant to
http://www.wbdg.org/project/deliveryteams.php skills/materials covered, the topics this specific performance
listed should demonstrate ability to criteria.
work in integrated project teams to
execute, small, medium, and large
9.1.2.Demonstrate knowledge and ability to follow Project projects.
Yes, based on the review of the Yes Yes Yes Yes Yes No None No
9.1. Initiate

Management processes and procedures per your organization’s learning objectives and the
preferred methodology. skills/materials covered, the topics
listed should demonstrate ability
http://www.wbdg.org/project/pm.php#mr to:

9.1.3.If project will be completed by contractors, demonstrate the Yes, based on the review of the Yes Yes Yes Yes Yes No None No
ability to provide technical support to the organization's procuremento Follow objectives
learning Project Management
and the
process. processes and covered,
skills/materials procedurestheper
topics
your
listedorganization’s preferred
should demonstrate the
methodology
ability to: (e.g., ISO 9000, PMI,
WBS, in-house system)
o Conduct
o Develop needs assessment and
9.2.1.Demonstrate ability to manage and coordinate project execution. Yes, basedScope
on theOf Workof(SOW)
review the Yes Yes Yes Yes Yes No None No
define
and theproject
Request requirements
For Proposal
learning objectives and the
9. Project Management

o Estimate
(RFP) costs and develop
skills/materials covered, the topics
Project
o Work Plan and Project timeline
with procurement
http://www.wbdg.org/project/pm.php listed should demonstrateteamabilitytoto
o Develop project communications
9.2. Execute

select
manage contractor
and coordinate project
plan
execution.
o Obtain any required project
9.2.2.Demonstrate ability to manage and coordinate contractor Yes, based on the review of the
permits Yes Yes Yes Yes Yes No None No
performance. learning
o Develop objectives and the
project accounting
skills/materials
procedures covered, the topics
listed
o Ensureshould demonstrate
regulator ability
compliance
to:

9.3.1. Demonstrate ability to manage and coordinate contractor Yes, based on the review of the Yes Yes Yes Yes Yes No None No
9.3. Close-out

performance. o Follow objectives

learning Project Management
and the
processes and covered,
skills/materials procedurestheper
topics
your organization’s preferred
listed should demonstrate the
methodology
ability to: (e.g., ISO 9000, PMI,
WBS, in-house system)
o Develop
o Conduct Scope
needs assessment and
Of Workof(SOW)
9.4.1. Demonstrate knowledge of PM and scheduling software, where No, based on the review the Yes Yes Yes Yes Yes Yes Based on the review of the Details on the role of a project manager are provided Facility Management Facility Management
definetheproject requirements
to find technical resources on PM and ability to train those junior to you and
learning Request
objectivesFor Proposal
and the skills/materials covered, They throughout the PM text (starting on pg 10). Specifically, Professional (FMP) - Professional (FMP) -
o Estimate costs and develop
(RFP)
in these PM aspects and on these tools. skills/materials covered, this do not completely map to the facility managers must assess whether they or the Version 3.0, Edition Version 3.0, Edition
Project
o Plan
Work does and Project timeline
with procurement team to
course not address the performance criteria. Request candidates they are considering possess the requisite 2014 (Course material 2014 (Course material
9.4. Training

o Develop
select project communications
contractor
knowledge of PM and scheduling clarification how the described theoretical knowledge and field experience for a particular and text as noted and text as noted
plan
software, technical resources, or PM training activities includes project through formal training in project management as above) above)
o Obtain any required project
peer training. the ability to train those junior a discipline and/or field experience in leading a number of
permits
to you in these PM aspects projects, including use of project management tools. In
o Develop project accounting
and on these tools. the L&S text, Chapter 2, the focus is on the FM leading
procedures
and managing the facility organization and staff. This
o Ensure regulator compliance
includes developing an effective team, by providing staff
and/or contractors with training in new technology,
policies, procedures or practices.

10.3.3.Demonstrate ability to assess technical requirements needed to Yes, based on the review of the Yes Yes Yes Yes Yes No None No
ensure delivery and quality of services/products. learning objectives and the
skills/materials covered, the topics
listed should demonstrate ability to
assess technical requirements
needed to ensure delivery and
10.3. Contracting

10.3.4.Demonstrate ability to create an effective Statement Of Work quality of services/products.

Yes, based on the review of the Yes Yes Yes Yes Yes No None No
(SOW) for COR or Contracting Officer to ensure proper procurement of learning objectives and the
a product or service. skills/materials covered, the topics
listed should demonstrate ability to
create an effective Statement Of
10. Business, Budget and Contracting

Work (SOW) for COR or

10.3.5. Demonstrate knowledge of and ability to effectively Contracting
Yes, based onOfficer to ensure
the review of the Yes Yes Yes Yes Yes No None No
govern/oversee a contract to ensure compliance and full value of the proper
learningprocurement of athe
objectives and product
service or product being provided. or service
skills/materials covered, the topics
listed should demonstrate
knowledge of and ability to
effectively govern/oversee a
contract to ensure compliance and
full value of the service or product
being provided.
10. Business, Budget and Contracting
10.4.1.Demonstrate ability to develop and manage a project/program Yes, based on the review of the
budget. learning objectives and the

10.4. Budget Formulation and Execution

skills/materials covered, the topics
listed should demonstrate ability to
develop and manage a project or
program budget. Yes Yes Yes Yes Yes No None No
10.4.6.Demonstrate ability to identify quantitative and qualitative risks. Yes, based on the review of the
learning objectives and the
skills/materials covered, the topics
listed should demonstrate ability to
identify quantitative and qualitative
risks Yes Yes Yes Yes Yes No None No
10.4.7.Demonstrate ability to advocate for funding using economic Yes, based on the review of the
analysis. REVIEW - http://www.wbdg.org/design/use_analysis.php learning objectives and the
skills/materials covered, the topics
listed should demonstrate ability to
advocate for funding using
economic analysis. Yes Yes Yes Yes Yes No None No
FBPTA Core FBPTA Core Required FBPTA performance criteria Identify the specific learning objective(s) that meet Identify the skills that will be taught or Identify specific learning methods in the
Competency Competency specific FBPTA perfomance criteria. Leave blank material that will be covered that meets the training resource that support learning this
Area any cells for which there are no objectives that specific performance criteria. Leave blank FBPTA performance criteria. This can
meet specific perfomance criteria. any cells for which there is nothing taught include lecture, group work, essay work,
that meets specific performance criteria. quizzes, or other learning methods.
Yes Yes
No No
Partial