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{"sheet":"Instructions","index":0,"n_rows":21,"n_cols":13,"rows_kept":21,"cut":false,"hidden":false,"merged":[[20,2,20,7],[20,9,20,11],[17,2,17,7],[17,9,17,11],[11,2,11,7],[11,9,11,11],[16,2,16,7],[16,9,16,11],[12,2,12,7],[12,9,12,11],[19,2,19,7],[19,9,19,11],[15,0,15,12],[14,0,14,12],[18,0,18,12],[0,0,0,12],[1,0,1,12],[2,0,2,12],[3,0,3,12],[8,2,8,7],[8,9,8,11],[10,0,10,12],[9,2,9,7],[9,9,9,11],[7,0,7,12],[5,0,5,12],[6,0,6,12]]}
["FORM FOR SUBMISSION OF TRAINING RESOURCE TO FULFILL FEDERAL BUILDING PERSONNEL TRAINING ACT (FBPTA) CORE COMPETENCIES (April 2019)\nThe FBPTA requires Federal buildings personnel to demonstrate compliance with a set of Core Competencies. The General Services Administration (GSA) accepts submissions for courses, certificates, certifications, accreditations, registrations, licenses, conference sessions 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- AccelerateFM (AFM). AFM allows Federal buildings personnel to immediately claim credit for competencies met by completing aligned training. FMI and AFM help Federal buildings personnel identify appropriate training, and allow Federal agencies to share information on training sources. To qualify for consideration, complete this form describing how a specific training resource, certification / accreditation, license or other resource aligns with FBPTA core competencies. Submit completed forms or any questions on how to complete the form to AskFMI@gsa.gov. You will be notified upon receipt of the form and again upon completion of review by GSA. Please complete and provide one form for each training and/or testing resource being submitted for consideration.\n\n"]
["Instructions: \nThe \"FORM FOR SUBMISSION OF TRAINING RESOURCE TO FULFILL FEDERAL BUILDING PERSONNEL TRAINING ACT (FBPTA) CORE COMPETENCIES\" is organized by a) Core Competency Area, b) Core Competency, and c) specific FBPTA Performance Criteria for courses, certificate programs, certifications, accreditations, and licenses.\nA training provider that has a current training and/or testing resource can use this form to determine how their training resource(s), certificate program, certification, accreditation, registration, or license align with FBPTA Core Competencies and what, if any, modifications to the training and/or testing resource are required to achieve alignment. Training providers may use the FBPTA Core Competencies to plan new training resources to align with FBPTA Performance Criteria.\n"]
["Below are the steps a provider should follow when filling out the FORM FOR SUBMISSION OF TRAINING RESOURCE OR REGISTRATION TO FULFILL FEDERAL BUILDING PERSONNEL TRAINING ACT (FBPTA) CORE COMPETENCIES (Note: These instructions may vary for submission of a registration or license)."]
["1) Enter training provider contact (s) details, as requested in the HOME tab.                                                                                                                                                                                                     \n2) Identify the title of the training resource.\n3) Identify the type of training course, certificate, certification / accreditation program, registration or license that is being submitted.\n4) Identify a URL for the training resource. More than one URL may be submitted if the URL is pertinent to the training resource. For instance, identify an additional URL if it includes additional information about the training resource content and/or a syllabus.  This URL will be used as a resource in Accelerate FM.\n5) Provide a brief description of the course, certificate, certification / accreditation program, registration or license that is being submitted.  This description will be used as a resource in Accelerate FM.\n6) Identify learning objectives associated with this training resource.\n7) Indicate if any CEUs (Continuing Education Units) are provided by this resource, and if so, how many and in what field(s).\n8) For certificate programs, certification testing, accreditation testing, registration, or licensing, indicate if anything specific is being tested and what is being tested.\n9) Identify the learning activities that support the implementation of the training resource.\n10) Identify the total length of training in hours. For instance, if the resource requires eight hours over a two-day span, write 16 hours. For self-guided training, indicate an estimated length of time for completion in total hours.\n11) Identify which of the 256 FBPTA Performances the training resource aligns to. For those that align, insert the applicable training resource learning objectives and skills that will be taught or material that will be covered or tested.\n12) Identify the learning activities in instances where the FBPTA Performances and training resource learning objectives align.\nIt may be more helpful for training providers to first identify the 12 Core Competencies Areas to which a training resource is aligned before mapping the resource to Core Competencies and FBPTA Performances.\n13) Submit this form to AskFMI@gsa.gov.  To be included in the 2019 annual update this form must be submitted for review by July 1st, 2019.                                                                                                                                                                                                                                                                                                                                           "]
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["The following is a sample form with examples of content from submitted courses"]
["2. Please identify the course objective(s) that align with required FBPTA performance criteria. Please identify the learning methods in the course that will support that learning objective(s)."]
["Example 1 of submission for a course"]
["FBPTA Core Competency Area","FBPTA Core Competency","Required FBPTA performance criteria",null,null,null,null,null,"Additional Comments","Identify the specific learning objective(s) that meet specific FBPTA performance criteria. Leave blank any cells for which there are no objectives that meet specific performance criteria.",null,null,"Identify the skills that will be taught or material that will be covered that meets the specific performance criteria. Leave blank any cells for which there is nothing taught that meets specific performance criteria."]
["1. Management of Facilities O&M","1.1. Building Systems\n","1.1.6. Demonstrate ability to monitor and evaluate how well building systems perform. ",null,null,null,null,null,null,"Attendees will be taught how to monitor and evaluate the data they receive from their building systems including the BAS, EMS and CMMS.",null,null,"Attendees will learn how trending, fault detection, building system diagnostics, and analytic tools can help them make sound decisions on ways to monitor and evaluate how well building systems perform.  Attendees will learn ways to monitor building systems to enhance their building operations."]
["Example 2 of submission for a course"]
["FBPTA Core Competency Area","FBPTA Core Competency","Required FBPTA performance criteria",null,null,null,null,null,"Additional Comments","Identify the specific learning objective(s) that meet specific FBPTA performance criteria. Leave blank any cells for which there are no objectives that meet specific performance criteria.",null,null,"Identify the skills that will be taught or material that will be covered that meets the specific performance criteria. Leave blank any cells for which there is nothing taught that meets specific performance criteria."]
["2. Performance of Facilities O&M","2.2. Operating and Maintaining Electrical and Mechanical Systems","2.2.4. Demonstrate knowledge and ability to maintain plumbing fixtures, sewage ejectors, and water heaters.",null,null,null,null,null,null,"Students will gain knowledge of plumbing fixtures within their facility and gain knowledge of the maintenance requirements of the fixtures.  ",null,null,"The course covers maintenance of plumbing fixtures, sewage ejectors and water heaters. The instructor utilizes slide show presentations to identify different types of plumbing fixtures within a typical office building to include: pumps, valves, sewage ejectors, water heaters, backflow preventers etc.  In a class setting, students will be taught how to disassemble irrigation, restroom and other plumbing fixtures.  Included in the course curriculum are facility tours, during which the instructors point out various plumbing fixtures within the facility and students practice maintaining the fixtures.  The class also has hands-on activities to teach the ability to maintain sewage ejectors and water heaters. "]
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["2. Please indicate if the registration requirement completely or partially aligns with required FBPTA performance criteria. Leave blank any instance where the registration requirement does not completely or partially align."]
["Example 3 of submission for a certification, accreditation, registration or license"]
["FBPTA Core Competency Area","FBPTA Core Competency","Required FBPTA performance criteria",null,null,null,null,null,"Additional Comments","Indicate if the registration requirement completely aligns with the FBPTA criteria by describing how it aligns.",null,null,"Indicate if the registration requirement partially aligns with the FBPTA criteria by describing how it aligns."]
["1. Management of Facilities O&M","1.1. Building Systems\n","1.1.1. Demonstrate familiarity with building systems and knowledge of how they affect energy use. ",null,null,null,null,null,"Systems include: HVAC, Electrical (and standby generators), Lighting, Mechanical/Plumbing, Fire Protection, Vertical Transportation, Structural, Roofing, Building Envelope, Motors and Drives, and Fuel systems.","The certification program covers familiarity with building systems, including HVAC, Electrical (and Standby generators), Lighting, Mechanical/Plumbing (and Fire protection systems), Vertical transportation, Structural, Roofing, and Building Envelope.  Building systems and components knowledge are covered under the Operations & Maintenance (O&M) competency area of the certification.  The primary role of facility managers is to manage/oversee an operating facility efficiently.  The O&M competency area statement requires facility managers to have a working knowledge of building systems and how they effect energy use, so the facility and all of its required systems function efficiently, reliably, safely, securely and in a manner consistent with existing regulations and standards. "]
["Example 4 of submission for a certification, accreditation, registration or license"]
["FBPTA Core Competency Area","FBPTA Core Competency","Required FBPTA performance criteria",null,null,null,null,null,"Additional Comments","Indicate if the certification/registration requirement completely aligns with the FBPTA criteria by describing how it aligns.",null,null,"Indicate if the certification/registration requirement partially aligns with the FBPTA criteria by describing how it aligns."]
["4. Energy Management","4.3. Commissioning and Energy Savings Performance Contracts (ESPC)\n\n","4.3.1.     Demonstrate knowledge of all types of Commissioning, the differences between them, and commissioning requirements in laws and executive orders.",null,null,null,null,null,"Refer to EISA Section 432.\nExamples of types of commissioning: initial commissioning, retro-commissioning, re-commissioning, continuous (on-going) commissioning",null,null,null,"Under the Project Management competency area, the certification program covers all types of Commissioning and the difference between them.  The certification program requires knowledge of all commissioning phases to include planning, investigating, implementing, and preparing of final documentation.  However the certification program does not include knowledge of specific U.S. laws and Executive Orders."]

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[null,"Please follow the link to the appropriate form",null,null,null,null,"Type of Program"]
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[null,"FORM FOR SUBMISSION OF TRAINING RESOURCE TO FULFILL FEDERAL BUILDING PERSONNEL TRAINING ACT (FBPTA) CORE COMPETENCIES (April 2019)"]
[null,"The FBPTA requires Federal buildings 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- AccelerateFM (AFM). AFM allows Federal buildings personnel to immediately claim credit for competencies met by completing aligned training. FMI and AFM help Federal buildings personnel identify appropriate training, and allow Federal agencies to share information on training sources. To qualify for consideration, complete this form describing how a specific training resource, certification / accreditation, license or other resource aligns with FBPTA core competencies. Submit completed forms or any questions on how to complete the form to AskFMI@gsa.gov. You will be notified upon receipt of the form and again upon completion of review by GSA. Please complete and provide one form for each training and/or testing resource being submitted for consideration."]
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[null,"Please complete the following:"]
[null,"Form submitted by:",null,null,null,null,"General Services Administration (GSA) Public Buildings Service (PBS) Office of Facilities Management (OFM)"]
[null,"Training provider:",null,null,null,null,"General Services Administration (GSA) Public Buildings Service (PBS) Office of Facilities Management (OFM)"]
[null,"Provider address information (Address, city, state, zip code):",null,null,null,null,"1800 F ST NW, WASHINGTON, DC, 20405-0001 "]
[null,"Provider's primary point of contact for content information about learning resource (name, primary physical location (if different from provider address information), phone, and email): ",null,null,null,null,"Angela Nardini, 1800 F ST NW, WASHINGTON, DC, 20405-0001, (202) 219-1841, angela.nardini@gsa.gov  "]
[null,"Provider's primary point of contact for training resource registration information (name, primary physical location (if different from provider address information), phone, and email): ",null,null,null,null,"Angela Nardini, 1800 F ST NW, WASHINGTON, DC, 20405-0001, (202) 219-1841, angela.nardini@gsa.gov  "]
[null,"Title of the program that this training resource is a part of:",null,null,null,null,"Office of Facilities Management (OFM) National Training Program"]
[null,"Title of this training resource:",null,null,null,null,"Essentials of Facilities Management"]
[null,"Type of training resource (Select from dropdown menu):",null,null,null,null,"Courses - Government"]
[null,"Brief description of this training resource (this will be made public in Accelerate FM):",null,null,null,null,"The Essentials of Facilities Management (EFM) course is an in-person training intended for federal employees within GSA. The course is conducted over two and a half days. The course communicates and trains the national PBS facilities management workforce on the essential practices, processes, standardized tools, and behaviors crucial for successful stewardship of the owned and leased Federal Facilities Portfolio. The course is intended for Facilities Managers and other essential partners including: Contracting Officer's Representatives, Aquisition Partners, Facilities Management Technical Subject Matter Experts, and other Facilities Management Stakeholders.\n"]
[null,"Learning objective(s) associated with this training resource:",null,null,null,null,"This course will address the following moduels and topics:\n• Facilities Manager Key Duties and Stakeholders (Facilities Manager Key Duties, Facilities Managers Key Stakeholders, Evolution of the Facilities Manager Role)\n• Day in the Life of a Facilities Manager (Day in the Life Behaviors, The Daily Tour)\n• Understanding your Building Contracts (A New Partnership Model, Contracting Officer’s Representative (COR), Key Elements of Contract Administration)\n• Building a Successful Maintenance Program (The Mechanical Team, Building Operations Plan, Preventative and Predictive Maintenance)\n• Custodial and Related Services (Partnering with SourceAmerica, Restrooms and Common Areas, Ground Maintenance, Snow and Ice Removal, Custodial Services Best Practices)\n• Elevators (Elevator Inspections, Common Issues)\n• Inspections and Surveys (Operating Tour Log Check Sheet, Custodial and Mechanical Inspection Reports, Inspection Best Practices , Management Analysis Review Survey (MARS), Annual Occupational Safety & Health Survey, Consolidated Risk Management Survey)\n• Risk Management (Fire & Life Safety, Occupational Safety & Health, Indoor Air Quality, Environmental Compliance)\n• Conservation and Sustainability (Energy and Water Use Reduction Goals, Key Sustainable Products, Recycling Reports)\n• Security (Physical Access Control Systems, Facility Security Committees and Assessments, Homeland Security Presidential Directive 12 (HSPD-12), Occupant Emergency Plans (OEPs))\n• Building Systems (Advanced Metering, N-CMMS, BMS/EMS, GSALink, Digital Signage, Cybersecurity)\n• Lease Management (LAM Roles and Responsibilities and FAC-COR Requirement, Lease Management Tool New Leases, Lease Inspections and Periodic Services, Cure Process, Overtime Utilities, Expiration and Termination)\n• Customer Service & Communication (What is Customer Excellence (CEX)?, What do Your Customers Want?, Key Behaviors to Enhance Customer Delivery, Communication Tips)"]
[null,"Delivery method: Choose from: On-line, In-person, Self-study or a combination of those three.",null,null,null,null,"In-person"]
[null,"Length of training resource (in hours): ",null,null,null,null,20]
[null,"Start Date:"]
[null,"End Date:"]
[null,"URL link to information about the training resource, content, and/or syllabus: ",null,null,null,null,"1) EFM Course Files - FBPTA Alignment (Google Drive): https://drive.google.com/drive/u/0/folders/116HanoFlNu-FfYXX__eC-0Qr40lvOlKC\n2) EFM Toolkit: https://sites.google.com/a/gsa.gov/efm_toolkit/"]
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[null,"Proficiency Level"]
[null,"Proficiency Level of the session:  Identify the proficiency level of the overall session to provide another layer of information for users to determine which qualifications to pursue. Put a check in the appropriate box below:"]
[null,"Definition",null,null,"Eligible Training Resource"]
[null,"100 Awareness ","An individual will have a general awareness of concepts and ideas.  Individuals should be able to apply the competencies learned in simple situations but may require close and extensive guidance.",null,"Short webinars, conference sessions, critical development activities, and other continuing education items."]
[null,"200 Basic ","An individual will understand basic concepts and ideas.  Individuals should be able to apply the competencies learned in somewhat difficult situations and can support others but still requires guidance.",null,"Short webinars, conference sessions, critical development activities, and other continuing education items."]
[null,"300 Intermediate","An individual will not only understand basic concepts and ideas, but will be able to apply the competencies to real life situations.  Individuals should be able to apply the competencies learned in difficult situations and can perform independently, requiring occasional guidance.",null,"Certificate programs and courses within comprehensive or certificate programs.  Typically includes an exam and certificate of completion.",null,null,null,"This course meets all of the requirements for a Level 300 (Intermediate) proficiency.  Course topics, materials, and instructor notes were created in conjunction with GSA PBS Office of Facility Management and supporting subject matter experts to train the national PBS facilities management workforce on the essential practices, processes, standardized tools, and behaviors crucial for successful stewardship of the owned and leased Federal Facilities Portfolio based on the proficiencies and competencies aligned to the GS-1176 workforce.  The course was designed with adult-learning instruction principles to ensure understanding and capture by course attendees and utilizes instructor-led discussions and real world scenario learning activities to encourage attendee participation and to establish competency throughout each learning module.  Courses are taught by experienced PBS personnel that have been trained and vetted on the instruction of all elements of the course material.  Certificates of completion are awarded to attendees at the end of the course based on attendance and full participation in the course and all activities."]
[null,"400 Advanced ","An individual will have an advanced understanding of the concepts and ideas.  Individuals should be able to apply the competencies learned in complex situations, can perform independently, and can lead others in this competency.",null,"The 400 level can only be assigned to training resources that have a competency based exam and set minimum thresholds for relevant experience requirements."]
[null,"500 Expert ","An individual will have an expert level understanding of the concepts and ideas.  Individuals should be able to apply the competencies learned in exceptionally difficult situations, serves as a key resource, and advises others.    ",null,"The 500 level cannot be met by a training resource and can only be confirmed through a supervisor based on knowledge of the personnel."]
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[null,"TECHNICAL REVIEW"]
[null,"Initial Review Conducted By:",null,"Maria Fara"]
[null,"Initial Review Submission Completion Date:   ",null,"November 5, 2019"]
[null,"Technical Review Conducted By: ",null,"Steve Meador, Maria Fara, and Maureen Roskoski"]
[null,"Technical Review Submission Completion Date: ",null,"December, 2019"]

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[null,"Please identify the objective(s) that align with required FBPTA performance criteria. Please identify the learning methods that will support that learning objective(s).",null,null,null,null,null,null,null,null,"Based on technical review of learning objectives and skills, does this resource map to the performance criteria?","Initial Review:",null,null,"Technical Review:",null,null,"If clarification requested, note here (Reviewer Only)","Clarification Response From Provider","Technical Review:  "]
[null,"Competency Areas\n(12)","Core Competencies (43)","Performances (256) ","Performance Additional Comments","Role Competency","High Priority Competency (76)","Federal References and Specific Resources (✔) / Critical Development Activity (CDA)","Identify the specific learning objectives that meet specific FBPTA performance criteria. Leave blank any cells for which there are no objectives that meet specific performance criteria.","Identify the skills that will be taught or material that will be covered or tested that meets the specific performance criteria. Leave blank any cells for which there is nothing taught that meets specific performance criteria.",null,"Are all submission requirements included?","Are descriptions clear and logical?","Are all materials referenced included with the submission?","Learning Objectives Reviewed","Skills Reviewed","Are there any clarifications requested?",null,null,"Identify other materials submitted","Other Materials Reviewed"]
[null,"1. Management of Facilities O&M","1.1. Building Systems\n","1.1.1. Demonstrate familiarity with building systems and knowledge of how they affect energy use. ","Systems include: HVAC, Electrical (and standby generators), Lighting, Mechanical/Plumbing, Fire Protection, Vertical Transportation, Structural, Roofing, Building Envelope, Motors and Drives, and Fuel systems.","FM","✔",null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M and determining when systems are not operating effectively including its effect on energy use.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively including its effect on energy use. Major systems components such as HVAC, electrical, structural, roofing and building envelope are covered in more detail. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations. Additionally, GSA FMs are taught about emergency generators and fuel storage as a component of risk management module. Vertical transport and related components including hoists and motors are covered in the elevators module. Fire protection and its components are covered in the inspections and surveys and risk management modules. Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors through the creation and maintenance of a building operations plan.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include  familiarity with building systems and knowledge of how they affect energy use. ","Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers systems such as: Lighting, Mechanical/Plumbing, and Motors and Drives. Familiarity with all systems should include how they affect energy use. Provide clarification and course content relevant to this specific performance criteria. ","See Module 10: Conservation and Sustainability (see slides 101-105) and Module 12: Building Systems and Data where content addresses the types of building systems that should be monitored, how to determine when systems are not operating efficiently, and how to improve building energy performance through better system performance. Additionally, EFM Trainers are encouraged to expand upon speaker notes and that improving performance of systems and contracts resulting in building efficiency is an overarching theme of the course.","●  Module 10: Conservation and Sustainability (see slides 101-105) \n●  Module 12: Building Systems and Data","Yes"]
[null,null,null,"1.1.1a. Demonstrate familiarity with condition assessment for building systems.",null,"FM",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include familiarity with condition assessment for building systems.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.1.2. Demonstrate ability to work with Facilities team to assess a facility’s need for building systems.",null,"FM",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition assessments and inspections along with the proper means for documenting conditions.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to work with Facilities team to assess a facility’s need for building systems.","Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers how to effectively engage a Facilities team to assess a facility’s need for building systems. Provide clarification and course content relevant to this specific performance criteria. ","The course teaches GSA FMs to create and maintain a building operations plan in coordination with their facilities teams and how to engage appropriate GSA support for assessing, tuning, or procuring new systems if necessary (see Modules 2: FM Key Duties and Stakeholders, Module 4: Understanding your Building Contracts, and Module 8: Building a Successful Maintenance Program). Attendees are taught to recognize when systems are not performing adequately and given instruction on how to escalate issues either with their operations team or GSA specialists to respond to poorly operating building systems (see Module 5: Building a Successful Maintenance Program and 12: Building Systems and Data).","●  Module 2: FM Key Duties and Stakeholders.\n●  Module 4: Understanding your Building Contracts. \n●  Module 5: Building a Successful Maintenance Program and \n●  Module 8: Building a Successful Maintenance Program\n●  Module 12: Building Systems and Data","Yes"]
[null,null,null,"1.1.3. Demonstrate ability to oversee the acquisition, installation, and operation of building systems. ",null,"FM"]
[null,null,null,"1.1.4. Demonstrate ability to work with Facilities Team to establish practices and procedures.",null,"FM",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, and quality assurance surveillance plan.","Attendees will gain knowledge of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, and the quality assurance surveillance plan. The course covers the creation of building operations plans, which includes a quality control plan, preventive maintenance plan, and comprehensive practices and procedures for dealing with contingencies.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to work with Facilities Team to establish practices and procedures.","Yes","Yes","Yes","Yes","Yes","Yes","While it is clear the course material covers development of O&M practices, it is not clear if the course material covers how to work with the Facilities team as you develop those plans. Provide clarification if this also covers working with the facilities team to develop the plans you mention. ","The course focuses on creating and enforcing a building operations plan through quality assurance and quality control plans in coordination with facilities teams as discussed in Module 2: FM Key Stakeholders and Module 4: Understanding your Building Contracts. The course also covers the tools and techniques that GSA FMs can use to monitor system and contractor performance as a part of quality control.","●  Module 2: FM Key Duties and Stakeholders.\n●  Module 4: Understanding your Building Contracts. \n","Yes"]
[null,null,null,"1.1.5. Demonstrate ability to work with Facilities Team to determine and administer the allocation of building systems’ resources. ",null,"FM",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, etc.","Attendees gain knowledge of how to engage both the GSA internal team and the O&M contractors to ensure that all critical building systems activities are managed appropriately. The course also covers the creation and management of an effective Building Operations Plan and Quality Assurance Plan to set resource expectations for building operations and ensure appropriate completion of those activities. The course also covers contract management to include proper resource allocation.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to work with Facilities Team to determine and administer the allocation of building systems’ resources.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.1.6. Demonstrate ability to monitor and evaluate how well building systems perform. ",null,"FM","✔",null,"Attendees will be taught how to monitor and evaluate the data they receive from their building systems including the BAS and GSA-specific tools such as GSALink, N-CMMS, and Advanced Metering.","Attendees are trained on GSA's best practices for monitoring and managing building system and energy performance from their building systems including the BAS and GSA-specific tools such as GSALink, N-CMMS, and Advanced Metering.. The course covers how to access and evaluate the information available in these systems to determine when faults or issues are occurring and the proper steps and resources available should these issues arise.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to monitor and evaluate how well building systems perform.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.1.7. Demonstrate ability to manage corrective, preventive and predictive maintenance. ",null,"FM","✔",null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, etc and how to track maintenance using GSA's N-CMMS.","Attendees will gain knowledge of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, and the quality assurance surveillance plan. The course covers the creation of building operations plans, which includes a quality control plan, preventive maintenance plan, and comprehensive practices and procedures for dealing with contingencies. The course also covers appropriate use of GSA's N-CMMS system, along with the O&M contractor, for planning, tracking, and managing all work orders to include corrective, preventive and predictive maintenance activities.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to manage corrective, preventive and predictive maintenance. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.1.8. Demonstrate ability to develop, test and implement, when necessary, emergency procedures and disaster recovery plans.",null,"FM",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans.","The course includes a full module on risk management that covers GSA specific requirements and resources as it relates to emergency and disaster preparedness, fire and life safety, and other risk management topics. Attendees are taught the appropriate lines of communication and authority in an emergency situation and their role, along with building tenants, GSA Regional and National Office staff, and contractors, in developing, testing, and implementing emergency procedures and disaster recovery plans. Attendees are also taught about Facility Security Committees, including the FMs role, and about proper creation and upkeep of an Occupant Emergency Plan (OEP).","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to develop, test and implement, when necessary, emergency procedures and disaster recovery plans.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.1.9. Demonstrate familiarity with installing, modifying, and repairing new and existing high-pressure piping systems and equipment","Systems and equipment include: steam heating, steam generation, and hydraulic systems, steam generators, flash and expansion tanks, condensate, vacuum, and circulating pumps, and radiators","USRO"]
[null,null,null,"1.1.10. Demonstrate familiarity with operation of various piping systems","Systems include: domestic water system, sanitary system, pressure reducing stations, hot water systems, natural gas, storm water , chilled water, condenser water , and other non potable water piping systems","Plumber/USRO"]
[null,null,null,"1.1.11. Demonstrate familiarity with various high-pressure piping systems and equipment","Systems and equipment include: steam heating, steam generation, and vacuum systems, radiators, and circulating pumps","Plumber/USRO"]
[null,null,null,"1.1.12. Demonstrate the ability to  be able to lay out and install various kinds of piping","Including: Galvanized, black iron, copper, cast iron, PVC, pipes and tubing for fixture supply lines","Plumber /Pipe fitter/USRO"]
[null,null,null,"1.1.13. Demonstrate the ability to interpret and apply building plans and blueprints",null,"Electrician/Plumber/USRO"]
[null,null,null,"1.1.14. Demonstrate the knowledge of  any of the accepted trade methods and techniques","Methods and techniques include: figuring pipe, joint, and valve sizes needed to support pressures of systems, aligning pipes, valves, fittings, and joints for accurate match, and installing proper braces and supports to control movement and vibration and allow for expansion and contraction","Electrician/Plumber/USRO"]
[null,null,null,"1.1.15. Demonstrate the ability to install supply power to areas that currently have no electric, replace deteriorated equipment , or to rearrange wiring and fittings as remodeling work",null,"Electrician"]
[null,null,null,"1.1.16. Demonstrate the ability to determine pressures in the systems and see that the piping, valves, fittings, and equipment are proper for the work",null,"Pipe fitter/USRO"]
[null,null,null,"1.1.17. Demonstrate the knowledge of how to fabricate, install, maintain, repair, and modified unique/ or specialized electronic and electrical equipment and operational systems","Equipment  including electrical /electronic distribution systems and electronic load sensing banks","Electrician/HVAC Mech"]
[null,null,null,"1.1.18. Demonstrate knowledge of how to install, modify and repair steam disruption , water supply , and chemical treatment",null,"USRO/Pipe fitter"]
[null,null,null,"1.1.19. Demonstrate the ability to overhaul, align, and test electronically controlled load banks",null,"Electrician"]
[null,null,null,"1.1.20. Demonstrate the ability to perform water testing on multiple water loops","Water loops include: Water softeners, fire sprinklers, drainage lines and sewage lines","USRO/Pipe fitter"]
[null,null,"1.2. Building Interior","1.2.1. Demonstrate knowledge of how to evaluate building structures and permanent interiors.",null,"FM",null,null,"Attendees are taught how to evaluate and assess exterior conditions, interior conditions, and any structural concerns including GSA's process for documenting and managing any issues discovered.","Attendees are taught the importance of regular inspections (daily tour) of their facility and specifically including the buildings grounds, exterior, structures, and interiors to assess condition, ensure proper maintenance, and evaluate for any issues. Attendees are instructed on how to recognize and document issues and the appropriate actions to take to resolve any issues discovered during their inspection activities. Specific issues related to exterior and structural are highlighted in the course materials and group discussions during the course and included in end of module, instructor-lead student understanding assessments.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of how to evaluate building structures and permanent interiors.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.2.2. Demonstrate ability to manage the service/repair requests and maintenance and cleaning needs of building structures and permanent interior elements. ",null,"FM",null,null,"Attendees are taught how to evaluate and assess exterior conditions, interior conditions, any maintenance activities, and cleaning needs of building structures and permanent interior elements including GSA's process for documenting and managing any issues discovered.","The course teaches attendees how to properly manage O&M and cleaning contracts to ensure service/repair requests, maintenance, and cleaning needs are managed appropriately. It also teaches GSA best practices for documenting deficiencies and planning and executing corrective actions for GSA O&M and cleaning contracts. The course also covers appropriate use of GSA's N-CMMS system, along with the O&M contractor, for planning, tracking, and managing all work orders to include maintenance activities.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to manage the service/repair requests and maintenance and cleaning needs of building structures and permanent interior elements. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.2.3. Demonstrate ability to evaluate furniture and equipment performance. ",null,"FM"]
[null,null,null,"1.2.4. Demonstrate ability to manage the maintenance and cleaning of furniture, fixtures, and equipment (FFE).  ",null,"FM"]
[null,null,"1.3. Building Exterior","1.3.1. Demonstrate familiarity with and ability to manage, grounds and exteriors, parking structures, site utilities, landscaping and grounds, exterior envelope (roof, brick, masonry, etc.) and custodial operations.",null,"FM","✔",null,"Attendees are instructed on how to create a plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of the FMs responsibility for managing building and property elements through oversight of the O&M and the creation and management of a custodial contract quality control plan. The course addresses the FMs role in overseeing routine inspections to ensure the cleanliness and maintenance of buildings and grounds using GSA tools and templates. Attendees are instructed to contract certified personnel for specific maintenance activities. GSA FMs learn about their role and responsibility for maintaining grounds and buildings based on individual buildings Facility Security Committees.","This training resource received partial credit because it provides knowledge of how to manage building exterior  for 4 of the 6 topics covered in the performance: \ngrounds and exteriors, landscaping and grounds, parking structures, and custodial operations.  \n\nThe training resource does not include content on the remaining topics: \nsite utilities and exterior envelope (roof, brick, masonry, etc.).","Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers familiarity and management of unique exterior features such as parking structures, site utilities, and exterior envelope components, which are part of this performance.  Provide clarification and course content relevant to this specific performance criteria. ","The EFM Course discusses the requirements for general upkeep of exteriors and supporting structures. The course discusses in Module 3: Day in the Life of an FM the need to assess exterior grounds routinely and in Module 6: Custodial and Related Services to maintain exterior grounds including, Ground Maintenance and Snow and Ice Removal. Additionally, attendees are taught the importance of ensuring all features of a facility including the exterior - specifically planters, security bollards, parking structure are covered in the building operations plan in Module 4: Understanding your Building Contracts.","●   Module 3: Day in the Life of an FM\n●   Module 6: Custodial and Related Services\n","Yes"]
[null,null,null,"1.3.2. Demonstrate knowledge of how local climate and the environment impact the condition of the building envelope over time.","Including:\no how changing local climate can impact building envelope integrity through deterioration of materials\no impacts of water or air infiltration\no building resiliency planning to understand long-term impact to the building from changing climate and environmental conditions.","FM","✔",null,"Attendees are taught as a part of the creation of a building operations plan and the need to address localized climate and sustainability. Resiliency, indoor air quality, and environmental compliance are included in the risk management section of this course.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn the FMs responsibility for overseeing O&M contractors in the maintenance of a building to address local climate's effect on building conditions. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. The course also provides an overview of how local environment and sustainability impact building performance. Attendees learn about GSA Facilities Standards (P100), which addresses design standards and performance criteria. The course informs participants of Sustainability Guiding Principles and the need to work with GSA's regional teams that can provide expertise to work with their O&M contractors.",null,"Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers how local climate can impact specific areas of building envelope integrity, such as deterioration of materials and impacts of water or air infiltration, which are part of this performance. Provide clarification and course content relevant to this specific performance criteria. ","Request rescinded."]
[null,null,null,"1.3.3. Demonstrate ability to evaluate the performance of grounds and exterior elements.",null,"FM",null,null,"Attendees are instructed on how to create a plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors in the inspections and maintenance of building and property elements. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities for ground and exterior elements.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to evaluate the performance of grounds and exterior elements.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"1.3.4. Demonstrate ability to assess the need for alterations in grounds and exterior elements.",null,"FM",null,null,"Attendees are instructed on how to create a plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors in the inspections and maintenance of building and property elements. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities for ground and exterior elements.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to assess the need for alterations in grounds and exterior elements.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,"1.4. Other Facility Systems","1.4.1. Demonstrate ability to work with Security Personnel as required.","Coordinate requirements for:\no Personnel ingress/egress\no Controlled access systems\no Backup power requirements\no Emergency Lighting","FM",null,null,"Attendees will be taught regulatory drivers that address the security of GSA owned and leased buildings and properties, the roles and responsibilities of security personnel in Federal Buildings, Courthouses, and Designated Facilities (with a security delegation), and the different aspects of building security that facilities managers should be aware.","Attendees learn about the roles and responsibilities of security personnel in Federal Buildings, Courthouses, and Designated Facilities and how GSA FMs work with each facilities designated security personnel. The instructor will cover concepts including physical access control systems (controlled access systems), facility security committees roles and responsibilities, Homeland Security Presidential Directive 12 (HSPD-12), and Occupant Emergency Plans (OEPs). Attendees learn how to create an OEP and how it addresses personnel ingress and egress for individual buildings during emergencies, backup power requirements, and emergency lighting. Emergency generators are addressed in the inspections and survey and risk management sections.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to work with Security Personnel as required.","Yes","Yes","Yes","Yes","Yes","No"]
[null,"2. Performance of Facilities O&M","2.1. Operating and Maintaining HVAC Systems\n","2.1.1. Demonstrate ability to collect building systems' operating and performance data. ","o Read required: pressures, temperatures, control panels and other operating parameters as required. (Using gauges, meters and computer systems as necessary)\no Check oil levels and other required levels\no Log equipment reading and report any inconsistencies","FO","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. Attendees are also taught how Metering and BMS can be used to monitor operating data and to ensure regular readings or deviation are recorded in NCMMS.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Attendees are also taught how Metering and BMS can be used to monitor operating data and to ensure regular readings or deviation are recorded in NCMMS.","Partial.  This training resource provides general knowledge of building system performance.  It received partial credit because covers the importance of collecting performance data and how to monitor the collection of the data by the contractor.  However, as the performance criteria is intended primarily for building operators, it does not sufficiently cover the ability to collect the data.","Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers the ability to collect data such as oil levels, pressures and temperatures using gauges and meters, and logging equipment readings, as required. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification, keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","GSA FMs are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Due to the nature of GSA O&M contracts, GSA FMs are discouraged from making direct changes. Rather, they are responsible for their O&M contractors to make appropriate changes. This course reflects that best practice."]
[null,null,null,"2.1.2. Demonstrate ability to adjust System Parameters as required.",null,"FO","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract.","Partial.  This training resource provides general knowledge of building system performance.  It received partial credit because covers how to monitor the contractor's performance in adjusting System Parameters.  However, as the performance criteria is intended primarily for building operators, it does not sufficiently cover the ability to adjust System Parameters.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover oversight of the O&M contractor, it is not clear if the course material covers how to physically adjust system parameters, or direct their adjustment, as required. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Due to the nature of GSA O&M contracts, GSA FMs are discouraged from making direct changes. Rather, they are responsible for their O&M contractors to make appropriate changes. This course reflects that best practice."]
[null,null,null,"2.1.3. Demonstrate understanding of indoor air quality, and how to test and adjust it.","Including: Air pollutant sources, biological contaminants, air sampling, CO2 measurement, mold, control strategies, system balancing, ventilation.","FO","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for indoor air quality.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and GSA program experts to ensure proper indoor air quality in the facilities. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally, the risk management section covers indoor air quality in detail and certain buildings may have a specific indoor air quality management plan. Attendees are taught about GSA's internal guidance (PBS Order 1000.8) and appropriate response to any IAQ related issue and appropriate escalation procedures to involve Region Safety Office where appropriate.","Partial.  This training resource provides general knowledge of Indoor air quality.  It received partial credit because covers how to monitor the performance of the contractor responsible of indoor quality.  However, as the performance criteria is intended primarily for building operators, it does not sufficiently cover the ability to test and adjust IAQ parameters.","Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material provides an understanding of all IAQ aspects specified in the performance, including air pollutant sources, biological contaminants, air sampling, CO2 measurement, mold, control strategies, system balancing, and ventilation. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","GSA Facilities Managers are not responsible for this activity, but they are responsible for ensuring it occurs within their facility by working with both internal and contracted staff. We teach them how to identify IAQ issues and how to engage the appropriate staff and contractors to perform this work. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"2.1.4. Demonstrate ability to analyze HVAC system performance.                                                         ","These include: chillers, boilers, ventilation, pressure, temperature, amperage, voltage, air flow, water flow.\no Collect trends of operational parameters\no Conduct performance tests and collect data\no Compare trends and data\no Report findings   ","FO","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of HVAC systems and provide feedback to O&M contractors for best performance. Attendees are taught in both Module 3 and Module 12 the importance of routine analysis of HVAC system performance and the tools available to them for this purpose.",null,"Yes","Yes","Yes","Yes","Yes","Yes","It is not clear if the course material covers the ability to analyze HVAC system performance including: Collect trends of operational parameters, Conduct performance tests and collect data, Compare trends and data, and Report findings as required. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification, keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.1.5. Demonstrate ability to coordinate HVAC system changes. ",null,"FO",null,null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of HVAC systems and provide feedback to O&M contractors for best performance.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to coordinate HVAC system changes.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover oversight of the O&M contractor it is not clear if the course material covers the ability to coordinate HVAC system changes.  Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification, keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Attendees are taught how to identify issues and coordinate changes are included in the building operations plan. The course spends a lot of time ensuring GSA FMs understand the need for a comprehensive plan for operating their buildings, including the coordination of HVAC changes. The course includes specific contract requirements for BMS management in Module 12: Building Systems and Data (slide 152).\n\nDue to the nature of GSA O&M contracts, GSA FMs are discouraged from making direct changes. Rather, they are responsible for their O&M contractors to make appropriate changes. This course reflects that best practice.","●   Module 12: Building Systems and Data (slide 152).","Yes"]
[null,null,null,"2.1.6. Demonstrate knowledge and ability to maintain all HVAC Systems.",null,"FO",null,null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. We discuss building technology systems that can monitor and assess performance of HVAC systems and provide feedback to O&M contractors for best performance. Additionally, we discuss building a successful maintenance program, which includes preventive and predictive maintenance. We teach FMs how to track all maintenance activities in GSA's N-CMMS.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover oversight of the O&M contractor, it is not clear if the course material covers the ability to maintain all HVAC Systems.  Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification, keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Due to the nature of GSA O&M contracts, GSA FMs are discouraged from directly maintaining or modifying HVAC systems. Rather, they are responsible for their O&M contractors to perform appropriate maintenance activities. This course reflects that best practice."]
[null,null,null,"2.1.7. Demonstrate knowledge and ability to repair all HVAC Systems. ","o Calibrate, change, fabricate, recover, replace and trouble shoot as required.                                                                        \no Perform advanced trouble shooting techniques using appropriate tools.","FO"]
[null,null,null,"2.1.8. Demonstrate knowledge and ability to optimize HVAC controls. ",null,"FO","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of HVAC systems and provide feedback to O&M contractors for best performance.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover oversight of the O&M contractor, it is not clear if the course material includes specific instruction on HVAC optimization using control systems. Optimization typically involves a continuous process of improving efficiency and performance. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,"2.2. Operating and Maintaining Electrical and Mechanical Systems\n","2.2.1. Demonstrate knowledge and ability to work with Lighting Systems.  ","Trouble shoot lighting systems, optimize performance, adjust lighting programming, replace lamps, replace ballasts, maintain lamps and ballast inventory. ","FO","✔"]
[null,null,null,"2.2.2. Demonstrate knowledge and ability to change: electrical fuses, control boards, electrical fixtures, and electrical relays.",null,"FO"]
[null,null,null,"2.2.3. Demonstrate knowledge and ability to replace electric motors.",null,"FO"]
[null,null,null,"2.2.4. Demonstrate knowledge and ability to maintain plumbing fixtures, sewage ejectors, and water heaters.",null,"FO"]
[null,null,null,"2.2.5. Demonstrate knowledge and ability to identify water distribution and irrigation leaks.",null,"FO","✔"]
[null,null,null,"2.2.6. Demonstrate knowledge and ability to maintain all drains and backflow preventers.",null,"FO"]
[null,null,null,"2.2.7. Demonstrate knowledge and ability to maintain pressure-reducing valves. ",null,"FO"]
[null,null,null,"2.2.8. Demonstrate knowledge and ability to replace water filters.",null,"FO"]
[null,null,null,"2.2.9. Demonstrate knowledge and ability to winterize irrigation systems if necessary. ",null,"FO"]
[null,null,null,"2.2.10. Demonstrate the ability to test and maintain oil and dry type distribution transformers.",null,"Electrician"]
[null,null,null,"2.2.11. Demonstrate the ability to troubleshoot and maintain low voltage power systems.",null,"Electrician/USRO"]
[null,null,null,"2.2.12. Demonstrate the ability and knowledge to install and troubleshoot various lightening systems.","High intensity discharge lighting, dimming and control systems, exit and emergency lighting","Electrician"]
[null,null,null,"2.2.13. Demonstrate the ability and knowledge to install and troubleshoot electrical heating systems.",null,"Electrician/USRO"]
[null,null,null,"2.2.14. Demonstrate the knowledge to load and test systems after completing installation, modification, or repairs.",null,"USRO/Electrician/Plumber"]
[null,null,null,"2.2.15.  Demonstrates the knowledge of determining the extent of repairs necessary and judges the impact of decisions on related integral components",null,"USRO/Electrician/Plumber"]
[null,null,null,"2.2.16. Demonstrates the ability to make repairs to high and low steam system components.","Including radiators, risers, expansion joints, pressure regulators, steam drip traps, reducing valves, condensate pump gauges and thermostats. ","USRO/Pipe fitter"]
[null,null,null,"2.2.17. Demonstrate the ability to install, maintain, repair HVAC equipment to meet current American Society of Heating, Refrigeration, and Air Conditions Engineers (ASHRAE), and National Electric Code (NEC) codes.",null,"USRO/HVAC Mech"]
[null,null,null,"2.2.18. Demonstrate the ability to perform scheduled preventive maintenance on systems.",null,"USRO/Electrician/Plumber"]
[null,null,"2.3. Operating, Maintaining and Testing Life Safety Systems","2.3.1. Demonstrate knowledge and ability to operate Fire Alarm panels and test the entire fire alarm system.",null,"FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fire alarm and life safety systems, including the complementary roles of the GSA Regional Fire Protection Engineers in testing fire alarm system","Attendees gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees are taught the appropriate lines of communication and authority in an emergency situation and their role, along with building tenants, GSA Regional and National Office staff, and contractors, in developing, testing, and implementing emergency procedures and disaster recovery plans. Attendees are also taught about Facility Security Committees, including the FMs role, and about proper creation and upkeep of an Occupancy Emergency Plan (OEP). Attendees will gain knowledge of the FMs responsibility for working with their Fire Protection Engineer and Regional Fire Protection Engineers role in fire alarm testing in the OEP.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include risk management, emergency plans and procedures, communications, and working with Fire Protection Engineers, it is not clear if the course material covers the ability to operate fire alarm panels and test entire fire alarm systems. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.3.2. Demonstrate knowledge and ability to test the emergency generators.",null,"FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to emergency generation systems, including the complementary roles of the O&M and GSA Program Offices in testing and maintaining emergency generation systems.","Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to emergency generation systems, including the complementary roles of the O&M and GSA Program Offices in testing and maintaining emergency generation systems.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include risk management, emergency and operations plans, and working with GSA program offices, it is not clear if the course material covers the ability to test an emergency generator. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.3.3. Demonstrate knowledge and ability to test fire pumps and sprinkler systems.",null,"FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fire alarm and life safety systems, including the complementary roles of the GSA Regional Fire Protection Engineers in testing fire alarm system","Attendees gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees are taught the appropriate lines of communication and authority in an emergency situation and their role, along with building tenants, GSA Regional and National Office staff, and contractors, in developing, testing, and implementing emergency procedures and disaster recovery plans. Attendees are also taught about Facility Security Committees, including the FMs role, and about proper creation and upkeep of an Occupancy Emergency Plan (OEP). Attendees will gain knowledge of the FMs responsibility for working with their Fire Protection Engineer and Regional Fire Protection Engineers role in fire alarm testing in the OEP.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include risk management, emergency plans and procedures, communications, and working with Fire Protection Engineers, it is not clear if the course material covers the ability to test fire pumps and sprinkler systems. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.3.4. Demonstrate knowledge and ability to test smoke and heat sensors.",null,"FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fire alarm and life safety systems, including the complementary roles of the GSA Regional Fire Protection Engineers in testing fire alarm system","Attendees gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees are taught the appropriate lines of communication and authority in an emergency situation and their role, along with building tenants, GSA Regional and National Office staff, and contractors, in developing, testing, and implementing emergency procedures and disaster recovery plans. Attendees are also taught about Facility Security Committees, including the FMs role, and about proper creation and upkeep of an Occupancy Emergency Plan (OEP). Attendees will gain knowledge of the FMs responsibility for working with their Fire Protection Engineer and Regional Fire Protection Engineers role in fire alarm testing in the OEP.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include risk management, emergency plans and procedures, communications, and working with Fire Protection Engineers, it is not clear if the course material covers the ability to test smoke and heat sensors. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.3.5. Demonstrate knowledge and ability to inspect fire extinguishers.",null,"FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage occupant emergency plans and building operations plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fire alarm and life safety systems, including the complementary roles of the GSA Regional Fire Protection Engineers in testing fire alarm system","Attendees gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees are taught the appropriate lines of communication and authority in an emergency situation and their role, along with building tenants, GSA Regional and National Office staff, and contractors, in developing, testing, and implementing emergency procedures and disaster recovery plans. Attendees are also taught about Facility Security Committees, including the FMs role, and about proper creation and upkeep of an Occupancy Emergency Plan (OEP). Attendees will gain knowledge of the FMs responsibility for working with their Fire Protection Engineer and Regional Fire Protection Engineers role in fire alarm testing in the OEP.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include risk management, emergency plans and procedures, communications, and working with Fire Protection Engineers, it is not clear if the course material covers the ability to inspect fire extinguishers. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,"2.4. General Building Maintenance","2.4.1. Demonstrate knowledge and ability to maintain door hardware.",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components and systems, condition assessments and inspections, operations plans, quality assurance, and documentation, it is not clear if the course material covers the ability to maintain door hardware. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.2. Demonstrate knowledge and ability to maintain roof systems.",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components, condition assessments and inspections, operations plans, quality assurance, and documentation, no specific mention is made of maintaining roofing systems.  Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.3. Demonstrate knowledge and ability to maintain ceiling tiles.",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components, condition assessments and inspections, operations plans, quality assurance, and documentation, no specific mention is made of maintaining ceiling tiles. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.4. Demonstrate knowledge and ability to maintain flooring systems.",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components, condition assessments and inspections, operations plans, quality assurance, and documentation, no specific mention is made of maintaining flooring systems. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.5. Demonstrate knowledge and ability to maintain window systems.",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components, condition assessments and inspections, operations plans, quality assurance, and documentation, no specific mention is made of maintaining window systems. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.6. Demonstrate knowledge and ability to maintain wall systems and perform minor repairs. ",null,"FO",null,null,"Attendees are given an overview of all GSA building components and hardware and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of GSA building components and hardware and the FMs responsibility for managing oversight of the O&M contractor in determining when hardware is not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition inspections and assessments along with the proper means for documenting conditions.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include overviews on components, condition assessments and inspections, operations plans, quality assurance, and documentation, no specific mention is made of maintaining wall systems and performing minor repairs. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","Request rescinded."]
[null,null,null,"2.4.7. Demonstrate the ability to locate and diagnose issues and repair high and low steam systems.","  hot water tanks, heaters, steam boilers, steam distribution systems and auxiliary equipment associated with steam plants.","USRO/Pipe fitter"]
[null,null,null,"2.4.8. Demonstrate the ability to operate, adjust, test, and repair breakers, motors, switch gears, transformers, and relays.",null,"Electrician"]
[null,null,null,"2.4.9. Demonstrate the ability and knowledge to operate, adjust, test, and repair various electrical systems.","Including battery systems, electrical distribution (alternating and direct current), emergency power, station heat trace, and transformer systems","Electrician"]
[null,null,null,"2.4.10. Demonstrate the ability to weld different metals.","stainless steel, and sheet aluminum and bronze metals, pipes","Pipe fitter"]
[null,null,"2.5. Best Practices and Innovation\n","2.5.1. Demonstrate knowledge of FEMP's O&M Best Practices.\n","Reference: FEMP O&M Best Practices Guide Rev 3.0.","FM/FO/EM","✔","✔/CDA","Attendees are taught about FEMP's O&M Best Practices Guide in Module 10 of training and a link to access the latest guidance is included in the toolkit provided to attendees after the training. Additionally O&M Best Practices are incorporated throughout the training course, including effective management of the O&Ms contract and establishing appropriate controls with O&M to ensure operational efficiency.","Attendees are taught about FEMP's O&M Best Practices Guide in Module 10 of training and a link to access the latest guidance is included in the toolkit provided to attendees after the training. Additionally O&M Best Practices are incorporated throughout the training course, including effective management of the O&Ms contract and establishing appropriate controls with O&M to ensure operational efficiency.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include  knowledge   of FEMP's O&M Best Practices.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"2.5.2. Demonstrate knowledge of the building retuning process to ensure maximum energy efficiency and comfort for building occupants including, data collection requirements, and continuous retuning practices. ","Definition: Re-tuning is intended to provide building operators, building managers and energy service providers with the necessary skills to identify no- and low-cost operational problems that plague commercial buildings and provide the skills necessary to take corrective action.\nRefer to PNNL's Building Re-tuning Training.","FM/FO/EM","✔"]
[null,null,null,"2.5.3. Demonstrate knowledge of and the ability to perform testing and obtain measurements required for predictive maintenance.   ","Definition: Predictive maintenance attempts to detect the onset of a degradation mechanism with the goal of correcting that degradation prior to significant deterioration in the component or equipment.","FM/FO/EM","✔","✔/CDA","Attendees are guided in the proper creation and management of a successful maintenance program with their O&M contractor through partnering with the facility's mechanical team. The training includes training on building a comprehensive Building Operations Plan and proper enforcement of the plan as a part of the contract. Also covered are the difference between Preventive and Predictive Maintenance and the importance of both.","Attendees are guided in the proper creation and management of a successful maintenance program with their O&M contractor through partnering with the facility's mechanical team. Attendees are taught all of the key partners on the Mechanical Contract team, each member's role, and the importance of partnering with the team to ensure optimum building performance. The training includes training on building a comprehensive Building Operations Plan and proper enforcement of the plan as a part of the contract. Also covered are the difference between Preventive and Predictive Maintenance and the importance of both. Attendees are instructed on how to assess building performance and how that can trigger predicative maintenance tasks. Finally at the end of the module there is group talk reinforcing the definition and importance of predictive maintenance in facility operations.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of and the ability to perform testing and obtain measurements required for predictive maintenance. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include instruction on Preventive and Predictive Maintenance and building operations plans, it is not clear if the course material covers the ability to identify instances where predictive maintenance technologies might be needed as well as the ability to perform testing and obtain measurements. Provide clarification and course content relevant to this specific performance criteria. ","GSA FMs are not responsible nor expected to identify specific predictive maintenance technologies. GSA systems and tools are provided to the GSA FM and this course teaches them to effectively use those tools to perform testing and obtain measurements. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"2.5.4. Demonstrate knowledge of metering and sub-metering for energy and water and how they contribute to systems optimization.",null,"FM/FO/EM","✔",null,"Attendees are taught about GSA's Advanced Metering initiatives, the regulatory drivers, how meters are used to measure and optimize building operations, and how to access meter data for analysis. Also, during the course they discuss resources such as the Regional Energy Manager to aid them in analyzing meter data and building performance.","Attendees are taught about GSA's Advanced Metering initiatives, the regulatory drivers, how meters are used to measure and optimize building operations, and how to access meter data for analysis. They are instructed on how to access meter information in the BAS/BMS and, where applicable, on GSA enterprise ION meter system. Also, during the course they discuss resources such as the Regional Energy Manager to aid them in analyzing meter data and building performance. Attendees are shown sample energy and water data, how to read the results, their importance, and critical items to identify issues such as leaks, stuck valves, or other important failure conditions.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of metering and sub-metering for energy and water and how they contribute to systems optimization.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"2.5.5. Demonstrate knowledge of new technology and tools targeting increased efficiency of O&M.","Refer to FEMP O&M Best Practices Guide Rev 3.0. ","FM/FO/EM","✔","✔/CDA","The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and tools for increases O&M efficiency. Attendees are taught about the different systems, their roles in O&M performance, and the importance of utilizing these tools for better building performance and contract oversight.","The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and tools for increases O&M efficiency. Attendees are taught about the different systems, their roles in O&M performance, and the importance of utilizing these tools for better building performance and contract oversight. Attendees are taught about specific GSA enterprise applications (NCMMS, Advanced Metering, GSALink, etc), how each of the tools function, resources available to them within GSA to support them, and how and when they should utilize the tools. The course also emphasizes the role and features of the Building Management System, ensuring proper management of the BMS by the O&M, and making sure that the O&M has appropriate maintenance contracts and backups in place for BMS.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of new technology and tools targeting increased efficiency of O&M.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"2.5.6. Demonstrate knowledge of ISO 41001 Facility Management-Management System and ISO 50001 Energy Management System.",null,"FM/FO/EM",null,"✔/CDA"]
[null,null,null,"2.5.7. Demonstrate the ability to lay out and install underground electrical distribution systems.",null,"Electrician"]
[null,null,null,"2.5.8. Demonstrate the ability to measure and report illumination levels.",null,"Electrician"]
[null,null,null,"2.5.9. Demonstrate the ability and knowledge to lay out and install feeder cables for single and multi conductor cables.",null,"Electrician/USRO"]
[null,null,null,"2.5.10. Demonstrate the ability to plan and lay out placement, pitch, routing, elevation, expansion, and operation of piping systems and equipment.",null,"USRO/Electrician/Plumber"]
[null,"3. Technology","3.1. Technology Solutions\n","3.1.1. Demonstrate knowledge of best practices related to facility management technology.",null,"FM","✔",null,"The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and tools for facility management. Attendees are taught about the different systems, their roles in O&M performance, and the best practices for utilizing these tools.","The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and  their best practices. Attendees are taught about the different systems, best practices, and the importance of utilizing these tools for better building performance and contract oversight. Attendees are taught about specific GSA enterprise applications (NCMMS, Advanced Metering, GSALink, etc), how each of the tools function, resources available to them within GSA to support them, and how and when they should utilize the tools. The course also emphasizes the role and features of the Building Management System, ensuring proper management of the BMS by the O&M, and making sure that the O&M has appropriate maintenance contracts and backups in place for BMS.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of best practices related to facility management technology.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"3.1.2. Demonstrate ability to identify and interface with internal and external accountable resources, e.g., external vendors, internal or external IT systems owners.",null,"FM",null,null,"The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and tools for facility management. Attendees are taught about the different systems, system owners (both internal and external), how to interface with internal resources, and identify and hold accountable external resources.","The course includes an entire module dedicated to Building Systems and Data that teaches about both building specific technologies and GSA enterprise technologies and  how to identify resources for support. Attendees are taught about specific GSA enterprise applications (NCMMS, Advanced Metering, GSALink, etc), how each of the tools function, resources available to them within GSA to support them, and how and when they should utilize the tools. The course also emphasizes the role and features of the Building Management System, ensuring proper management of the BMS by the O&M, and making sure that the O&M has appropriate maintenance contracts and backups in place for BMS. Attendees are also taught about different building operation systems, such as power systems, lighting, fire systems, access control systems, etc. They are taught resources both internally and externally that are accountable and others that should have a role in inspection, maintenance, operations of those systems.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to identify and interface with internal and external accountable resources, e.g., external vendors, internal or external IT systems owners.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"3.1.3. Demonstrate ability to identify evaluation criteria, evaluate, and recommend facility management technologies solutions.",null,"FM","✔"]
[null,null,null,"3.1.4. Demonstrate ability to assess how changes to facility management technologies will impact current infrastructure, processes, and building systems.",null,"FM","✔"]
[null,null,null,"3.1.5. Demonstrate ability to plan for and oversee the acquisition, installation, operation, maintenance, upgrade, and disposition of components supporting facility management technologies.",null,"FM","✔"]
[null,null,null,"3.1.6. Demonstrate ability to recommend and communicate policies and establish practices and procedures for facility management technologies.",null,"FM",null,null,"Attendees are taught about a wide range of Building Technology Systems in the course and how to access appropriate programmatic resources related to each system, including training and best practices. GSA FMs are not expected to develop or provide training but the course certainly teaches them who supports these tools both regionally and nationally and how to reach out to them for support.","Attendees are taught about a wide range of Building Technology Systems in the course and how to access appropriate programmatic resources related to each system, including training and best practices. GSA FMs are not expected to communicate or recommend policies but the course certainly teaches them who supports these tools both regionally and nationally and how to reach out to them for support. Attendees are also taught about best practices for use of O&M supported tools, how to ensure their proper use, and how to enforce proper practices and procedures through enforcement of the Building Operation Plan and associated contract documents.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not provide the ability to recommend and communicate policies and establish practices and procedures for facility management technologies and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include how to access training and best practices for FM technologies, it is not clear if the course material helps attendees understand how to establish and communicate policies, practices, and procedures for facility management technologies. Provide clarification and course content relevant to this specific performance criteria. ","GSA FMs are not responsible nor expected to identify, communicate, or recommend policies or procedures for facilities management technologies. GSA policies and procedures are provided to the GSA FM. This course teaches GSA FMs about existing best practices, policies, and guidance and how to effectively implement and communicate them. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"3.1.7. Demonstrate ability to develop and implement training programs for facilities staff and ancillary resources.",null,"FM",null,null,"Attendees are taught about a wide range of Building Technology Systems in the course and how to access appropriate programmatic resources related to each system, including training and best practices. GSA FMs are not expected to develop or provide training but the course certainly teaches them who supports these tools both regionally and nationally and how to reach out to them for support. For tools managed by the O&M, attendees are also instructed on how to ensure O&M staff are using tools correctly and have proper training.","Attendees are taught about a wide range of Building Technology Systems in the course and how to access appropriate programmatic resources related to each system, including training and best practices. GSA FMs are not expected to develop or provide training but the course certainly teaches them who supports these tools both regionally and nationally and how to reach out to them for support. For tools managed by the O&M, attendees are also instructed on how to ensure O&M staff are using tools correctly and have proper training.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address ability to develop and implement training programs for facilities staff and ancillary resources and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include how to access training and best practices for FM technologies, it is not clear if the course material helps attendees understand how to develop and implement training programs for facilities staff and ancillary resources. Provide clarification and course content relevant to this specific performance criteria. ","GSA FMs are not responsible nor expected to identify, communicate, or recommend training for for facilities staff and ancillary resources. GSA training requirements and resources are established nationally for GSA FMs. This course teaches GSA FMs how to identify training opportunities and requirements for training based on their job role. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"3.1.8. Demonstrate ability to monitor performance of facility management technologies and make appropriate recommendations when modifications are needed.",null,"FM","✔",null,"Attendees are taught about a wide range of Building Technology Systems in the course, the importance and function of each system, appropriate monitoring of the system and how to use the information to decide the necessary level of applied control. They are also instructed on how to ensure that the O&M has appropriate maintenance contracts or other oversight and support to ensure proper management of these systems.","Attendees are taught about a wide range of Building Technology Systems in the course, the importance and function of each system, appropriate monitoring of the system and how to use the information to decide the necessary level of applied control. They are also instructed on how to ensure that the O&M has appropriate maintenance contracts or other oversight and support to ensure proper management of these systems, including changes to set points, start up and sequencing of equipment, and calibration/commissioning of system elements. Attendees are also taught about the enterprise GSALink system which detects faults and other potential issues (using fault detection analytics) and how to review those issues with O&M contractor to ensure that they are addressed appropriately.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to monitor performance of facility management technologies and make appropriate recommendations when modifications are needed.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials address monitoring and managing building performance with FM technologies, it is not clear if the  course materials address monitoring performance of the technologies themselves, including when modifications are needed or when replacement might be warranted. Provide clarification and course content relevant to this specific performance criteria. ","GSA FMs are not responsible nor expected to identify specific facilities management technologies. GSA systems and tools are provided to the GSA FM and this course teaches them how to effectively use these tools to perform testing and obtain measurements. Each tool has opportunities for end-users to provide feedback to the relevant program team managing that technology. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,"3.2. Building Automation Systems (BAS)\n","3.2.1. Demonstrate knowledge of a Building Automation System (BAS).","o How equipment is entered into BAS                                                                                                           \no Participate in the establishment of control strategies                                                                              \no Monitor and implement overrides when necessary, alarm procedures                                                  \no Monitor, analyze and report trends \no How BAS and MMS inter-relate for operations and accounting systems.","FO","✔",null,"Attendees are taught about  BAS/BMS, its role in building operations, how they function, and the FM and O&M's expectations in BAS oversight and management. Attendees are also taught about supporting systems for oversight available at GSA such as Advanced Metering and GSALink functions and how they can assess BAS issues or faults.","Attendees are taught a general overview of the BAS/BMS system and its role in building operations. Attendees learn about what equipment, sensor data, and other information is tracked in the BMS and how that data is utilized by the application and trained operators to monitor and manage the operation of the building. Attendees are also taught about how BAS programs can be altered to improve building performance or operate more efficiently. They are also instructed on the importance of ensuring that the O&M contractor has appropriate support contracts in place to manage, update, and maintain the BAS operation. Instructors also discuss other tools available at GSA to augment the BAS operation such as advanced metering and the GSALink/SkySpark system. They are taught how Sparks are created for alarms, early warning for issue, or other potentially inefficient operational situations within the building and how to work with the O&M to resolve those conditions.","Partial.  This training resource received partial credit because it provides knowledge of a Building Automation System (BAS) for 3 of the 5 topics covered in the performance: \no Participate in the establishment of control strategies                                                                              \no Monitor, analyze and report trends\no How BAS and MMS inter-relate for operations and accounting systems.\n\nThe training resource does not include content on the remaining topics:\no How equipment is entered into BAS                                                                                                           \no Monitor and implement overrides when necessary, alarm procedures \n","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials include an overview of BAS and supporting systems, and related oversight of the O&M contractor,  it is not clear if the course material addresses specific elements of the performance including participation in the establishment of control strategies, entering equipment into the system, implementing overrides, trending, and the relationship between BAS and MMS. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","The course teaches GSA FMs to create and maintain a building operations plan in coordination with their facilities teams and how to engage appropriate GSA and contract support for entering equipment, establishing controls, and monitoring and implementing overrides in the BAS (see Modules 2, 4, 5, and 12). They are also taught how to monitor, analyze, and report trends when systems are not performing adequately and given instruction on how to escalate issues either with their operations team or GSA specialists to respond to poorly operating building systems (see Module 5 and 12). GSALink and GSA's MMS solution are integrated, which is discussed in Module 12. However, building-specific BAS solutions and GSA's enterprise-NCMMS solution do not integrate. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."," ●   Modules 2, 4, 5, and 12","Yes"]
[null,null,null,"3.2.2. Demonstrate understanding of the bridge between the technical and business aspects of facilities management.",null,"FO",null,null,"Attendees are taught about all of the technology and tools used to manage the operations of the building, including BAS, GSALink, Advanced Meters and NCMMS. They are taught the importance of those applications in ensuring proper operation & management of the building. They are taught how each of these tools can be used to manage the O&M contract and ensure efficient operation, cost avoidance, and tenant satisfaction.","Attendees are taught about all of the technology and tools used to manage the operations of the building, including BAS, GSALink, Advanced Meters and NCMMS. They are taught the importance of those applications in ensuring proper operation & management of the building. They are taught how each of these tools can be used to manage the O&M contract and ensure efficient operation, cost avoidance, and tenant satisfaction. They are taught the need to use all of these tools to monitor performance of both equipment and the O&M's management of that equipment. Tools such as NCMMS can also be used to document the condition of interior and exterior building components to better plan for maintenance and/or budget for replacement.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include understanding of the bridge between the technical and business aspects of facilities management.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"3.2.3. Demonstrate ability to conduct trouble-shooting procedures at the equipment, system and building levels using facility management technologies, where appropriate. ",null,"FO","✔",null,"Attendees are taught about all of the technology and tools used to manage the operations of the building, including BAS, GSALink, Advanced Meters and NCMMS. They are taught how these tools can be used diagnose and troubleshoot issues in equipment, systems or building operations.","Attendees are taught how to utilize building technology applications like BAS, GSALink, and Advanced Meters can be used to diagnose and troubleshoot issues within the building. Alarms and other diagnostics in the BAS can be used to indicate issues with specific equipment or systems. They are also taught how more sophisticated diagnostic tools like GSALink/Skyspark can use data from various inputs and analytics to indicate system and building level issues or inefficiencies. They are taught how to access, follow up and resolve these issues with their O&M contractors and how to get support of GSA Energy Branch and other resources.","Partial. This training resource provides familiarity of trouble-shooting procedures.  It received partial credit because covers the use of FM technologies to identify potential issues and inefficiencies within buildings.  However, as the performance criteria is intended primarily for a building operator, it does  not sufficiently cover the ability to troubleshoot  problems at the system or equipment level.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover use of FM technologies to identify potential issues and inefficiencies within buildings, it is not clear if course materials cover an ability  to troubleshoot  problems at the system or equipment level. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities and all of the systems listed in the performance and not just the knowledge in order to receive the full credit.","GSA FMs are taught how to lead troubleshooting activities by bringing the appropriate parties together to ensure troubleshooting occurs. GSA FMs are responsible for ensuring that O&M staff are performing these activities as needed. GSA's FMs are responsible for facilitating actions related from troubleshooting. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.\n\nDue to the nature of GSA O&M contracts, GSA FMs are responsible for facilitating and ensuring their O&M contractors troubleshoot as appropriate. This course reflects that best practice."]
[null,null,null,"3.2.4. Demonstrate ability to conduct trouble-shooting of critical systems.","Examples of Critical Systems include: Access control systems, fire alarm and suppression systems, elevator systems, emergency lighting systems, and emergency communication systems.","FO","✔",null,"Attendees are taught how to identify and troubleshoot issues with critical systems. Attendees are taught how to utilize all of the tools available to them to determine issues and work with O&M and specialized program offices within GSA to troubleshoot and rectify any issues.","Attendees are taught how to identify and troubleshoot issues with critical systems. Attendees are taught how to utilize all of the tools available to them to determine issues and work with O&M and specialized program offices within GSA to troubleshoot and rectify any issues. Attendees are taught to regularly monitor, test, and review performance of critical systems to identify issues early or ensure critical systems are performing effectively.","Partial. This training resource provides general knowledge of troubleshooting of critical systems.  It received partial credit because covers how to monitor the contractor's troubleshooting performance.  However, as the performance criteria is intended primarily for a building operator, it does not sufficiently cover the ability to conduct trouble-shouting of critical systems.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover troubleshooting of critical systems, it is not clear if course materials cover an ability to troubleshoot or if O&M contractors and GSA specialized program offices are responsible for troubleshooting. Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities and all of the systems listed in the performance and not just the knowledge in order to receive the full credit.","GSA FMs are taught how to lead troubleshooting activities by bringing the appropriate parties together to ensure troubleshooting occurs. GSA FMs are responsible for ensuring that O&M staff are performing these activities as needed. GSA's FMs are responsible for facilitating actions related from troubleshooting. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. Due to the nature of GSA O&M contracts, GSA FMs are responsible for facilitating and ensuring their O&M contractors troubleshoot as appropriate. This course reflects that best practice."]
[null,null,"3.3. Maintenance Management System (MMS)\n\n","3.3.1. Demonstrate knowledge of Computer Assisted Facilities Management (CAFM) AND Computerized Maintenance Management Systems (CMMS).",null,"FO","✔",null,"Attendees are taught about GSA's NCMMS application (Maximo), including an overview, appropriate use, and best practices.","Attendees are taught about GSA's enterprise NCMMS system (Maximo) including major functionality, expected use, and best practices. They are also taught the benefits of the using the application and it's important role in managing the O&M contract. They are taught the importance of using NCMMS, along with the O&M, to ensure consistent and best practice maintenance activities, and how the application can be utilized to ensure that all contract maintenance activities are being performed.","Partial.  This training resource received partial credit because it provides knowledge of CAFM and CMMS for 1 of the 2 topics covered in the performance:\no Computerized Maintenance Management Systems (CMMS).  \n\nThe training resource does not include content on the remaining topics: \no Computer Assisted Facilities Management (CAFM) .","Yes","Yes","Yes","Yes","Yes","Yes","CAFM typically includes a variety of FM-related information and technologies including CMMS, CAD, BIM, space management, resource tracking, and connectivity. It is not clear if the course material conveys knowledge of CAFM or only CMMS. Provide clarification and course content relevant to this specific performance criteria.","This course teaches GSA's enterprise NCMMS solution. There is not an enterprise CAFM solution, therefore, it is not addressed in this course. The following activities: space management, resource tracking, and connectivity are managed by other GSA and PBS components. These activities are not the responsibility of GSA's FM. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"3.3.2. Demonstrate ability to operate Computerized Maintenance Management Systems (CMMS).","o How equipment is entered into CMMS\no Monitor, analyze, and report trends \no How CMMS inter-relates with BAS for operations and accounting systems   \no Understand how to setup the program and input data on equipment and items to measure\no Establish baselines with standards and priorities and backup requirements\no Establish maintenance schedules\no Setup reports, frequency, levels and user access\no Establish inter‐operability with accounting system\no Establish inventory thresholds/levels and determine maintenance tasks\no Determine user roles (access levels) and identify system administrators\no Establish close‐out procedures\no Process departmental charge‐backs\no Determine costs/pricing structure (labor, materials, overhead, etc.)\no Ensure system maintenance back up data and develop data archiving strategy\no Train users, setup dashboard and identify in-house skills inventory\n","FO","✔",null,"Attendees are taught about GSA's enterprise NCMMS system (Maximo) including major functionality, expected use, and best practices. Much of the data, user access and administration is managed by program office but the FMs in the course are taught about GSA's National NCMMS program , how the program is accessed, how equipment and maintenance information is entered and managed, and how to get support, training, and other resources. They are also taught about related GSA KPIs and measures that related to utilization and work orders managed in NCMMS.","Attendees are taught about GSA's enterprise NCMMS system (Maximo) including major functionality, expected use, and best practices. They are also taught about related GSA KPIs and measures that related to utilization and work orders managed in NCMMS. Attendees are taught and given demonstrations on how to use the application, access standard reports, and dashboards. Much of the data, user access and administration is managed by program office but the FMs in the course are taught about GSA's National NCMMS program , how the program is accessed, how equipment and maintenance information is entered and managed, and how to get support, training, and other resources.","Partial. This training resource provides general knowledge of CMMS.  It received partial credit because covers CMMS major functionality, expected use, and best practices.  However, as the performance criteria is intended primarily for building operators, it does not sufficiently provide the knowledge required by the performance. ","Yes","Yes","Yes","Yes","Yes","Yes","While course material covers CMMS major functionality, expected use, and best practices, it is not clear if the course material covers the detailed abilities under additional comments, such as trending, CMMS/BAS relations, establishing baselines, maintenance schedules, report setup, accounting interoperability, inventory thresholds, maintenance tasks, access levels, close-outs, and charge-backs.  Provide clarification and course content relevant to this specific performance criteria. While you are providing your clarification keep in mind that this performance is intended for Building Operator, therefore, it is important to clearly state if the course teaches the abilities listed in the performance and not just the knowledge in order to receive the full credit.","This course teaches key components of GSA's enterprise CMMS solution. GSA CMMS subject matter experts demonstrate key business functions during the course and teach GSA FMs how to operate GSA's CMMS system including its functionality. GSA FMs are taught related key performance indicators and measure related to facility performance, setting up and inputting data, overseeing works orders, and overseeing O&M contractors who are responsible for all of these performances. Also, GSA has regional and national resources that manage and administer the system and attendees are taught how to obtain support or engage those resources where necessary to provide access, make changes, or administer the sysytem. For continuity in reporting, security, and other reasons, GSA centralizes many of the items mentioned in this performance and FMs are not expected (or in some cases allowed) to perform the mentioned activities, but the course does train them on their expected actions and best practices in using the system and provides them with appropriate guidance on how to obtain in-depth training and support where necessary. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,"3.4 Cybersecurity in Facility Management and Building O&M","3.4.1. Demonstrate knowledge of cybersecurity requirements and configuration management of utility and building systems, subsystems, sensors, and other component devices to support continuity of operations. ","Systems include: building automation systems, CMMS, Energy Management and Information systems, advanced meters, lighting systems, microgrids","FM, EM",null,null,"Stretch"]
[null,null,null,"3.4.2 Demonstrate knowledge of how to conduct cybersecurity and risk assessments for building systems, including inventory of critical assets, and identify vulnerable systems.","Includes the magnitude of harm that could result from the unauthorized access, use, disclosure, disruption, modification, or destruction of information and information systems that support the operations and assets of the organization. ","FM, EM",null,null,"Stretch"]
[null,null,null,"3.4.3 Demonstrate knowledge of how to implement policies and procedures that are based on risk assessments.","Risk assessments identify how to cost-effectively reduce information security risks to an acceptable level, and ensure that information security is addressed throughout the life cycle of each organizational information system.  Policies should include a process for planning, implementing, evaluating, and documenting remedial actions to address any deficiencies in the information security policies, procedures, and practices of the organization. ","FM, EM, FO",null,null,"No - need to identify regulatory drivers/policies."]
[null,null,null,"3.4.4 Demonstrate knowledge of how to develop subordinate plans to provide adequate information security for networks, facilities, information systems, or groups of information systems, as appropriate. ",null,"EM",null,null,"No"]
[null,null,null,"3.4.5. Demonstrate knowledge of how to identify and respond to cyber alerts, vulnerabilities, changes in system controls, and incident response regarding threats to the cybersecurity of systems, subsystems, sensors, and other component devices. ","Includes application of proactive and reactive system patches/updates and ability to oversee implementation.\n","FM, EM, FO",null,null,"Stretch - need to identify how alerts are made to FM and response steps."]
[null,null,null,"3.4.6. Demonstrate knowledge of how to perform continuous monitoring of control systems and identify system instability.",null,"FM, EM, FO",null,null,"Stretch - no system instability identification and no qualifying of how to identify issues as it relates to cyber."]
[null,null,null,"3.4.7. Demonstrate knowledge of control systems' and recognizing abnormal behavior and anomalies. ",null,"FM, EM, FO",null,null,"Stretch - no system instability identification and no qualifying of how to identify issues as it relates to cyber."]
[null,null,null,"3.4.8. Demonstrate knowledge of procedures for maintaining authority to operate (ATO) building systems ","Federal specific performance","EM",null,null,"No"]
[null,null,null,"3.4.9. Demonstrate knowledge of communication procedures regarding alerts, vulnerabilities, and incident response including when (and to whom) to report abnormal operations.","Federal specific performance: Incidence response reporting is an agency specific requirement","FM, EM, FO",null,null,"Stretch - need to identify how alerts are made to FM and response steps."]
[null,null,null,"3.4.10. Demonstrate knowledge of cyber security technologies in accordance with relevant regulatory requirements, including hardware, software, and firmware.",null,"EM",null,null,"No"]
[null,null,null,"3.4.11. Demonstrate knowledge of how to identify, address, and escalate issues where conflicting or competing policy, standards, and regulations create vulnerabilities in control systems.",null,"FM, EM",null,null,"No"]
[null,null,"3.5 Cybersecurity in Design and Acquisition","3.5.1. Demonstrate knowledge and ability to incorporate cybersecurity requirements during requirements development and design of facilities and associated control systems.   ",null,"FM, EM",null,null,"No - Is this an FM role or ODC role?"]
[null,null,null,"3.5.2 Demonstrate knowledge of cybersecurity requirements that must be included in procurement specifications for new systems and upgrading/modification specifications for existing systems. ","Identify and include technical requirements needed to procure systems, subsystems, sensors, and other component devices with appropriate cybersecurity controls and capabilities to ensure the mission of the asset(s).  This applies also to long-term requirements of ESPCs and leases where long-term operations and maintenance is conducted by third parties.","FM, EM",null,null,"No - Is this an FM role or ODC role?"]
[null,null,null,"3.5.3. Demonstrate knowledge and ability to ensure cybersecurity requirements are appropriately addressed in contract procedures and requirements for long-term maintenance agreements","ESPCs, ownership of utility generation and distribution for assets not owned or operated by the government","FM, EM",null,null,"Maybe (confused by ESPCs, etc.), but this is covered in contracting and quality assurance procedures."]
[null,null,null,"3.5.4 Demonstrate ability to assess cyber commissioning technical requirements needed to ensure delivery, cyber security, and quality of services/products. ","currently done by commissioning agents, training them in cyber security and checklists","EM",null,null,"Maybe - need to include more about IT security assessment policies and guidance."]
[null,null,null,"3.5.5. Demonstrate familiarity with incorporating cybersecurity requirements into lease language and occupancy agreements for systems, subsystems, sensors, and other component devices. \n",null,"FM, EM",null,null,"No"]
[null,null,null,"3.5.6. Demonstrate ability to identify, address, and escalate issues where new emerging technologies and cybersecurity requirements affect costs and budgeting. ",null,"EM",null,null,"No"]
[null,null,null,"3.5.7. Demonstrate knowledge of how to ensure external vendors and contractors follow cyber hygiene requirements ","Related to procurement (DFARS 7012 regulations) and FAR reference","FM, EM",null,null,"No - no specific policy or contracting language is identified, but does mention need for cyber hygiene requirements in contracts."]
[null,null,null,"3.5.8. Demonstrate ability to recognize and understand the role of cyber security requirements in the ecosystem of integrated project delivery.  ",null,"FM, EM",null,null,"No"]
[null,"4. Energy Management","4.1 Energy Management","4.1.1. Demonstrate knowledge of distributed generation options and regulatory requirements.  ","Including Combined Heat and Power systems.","EM","✔",null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M and determining when systems are not operating effectively including its effect on energy use. The course covers regulatory drivers for conservation, sustainability, and environmental compliance in federally owned and leased buildings and properties.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively including its effect on energy use. Major systems components such as HVAC, electrical, structural, roofing and building envelope are covered in more detail. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), and energy related improvements in order to adhere to the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834. \n",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge of building systems and certain energy-related regulatory drivers, it is not clear if the course materials specifically address distributed generation options, including CHP systems. Provide clarification and course content relevant to this specific performance criteria.","Request rescinded."]
[null,null,null,"4.1.2. Demonstrate knowledge of Renewable Energy Systems – Solar (Thermal and Photovoltaic), Wind, Biomass, Hydropower.",null,"EM","✔",null,"Attendees are taught are given an overview of the referenced Renewable Energy Systems in Module 10 of the training. The attendees are also given an overview of GSA's Energy Consumption Goals and Programs and how these systems can be used to improve facility performance and efficiency.","Attendees are taught are given an overview of the referenced Renewable Energy Systems in Module 10 of the training. The attendees are also given an overview of GSA's Energy Consumption Goals and Programs and how these systems can be used to improve facility performance and efficiency.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of Renewable Energy Systems – Solar (Thermal and Photovoltaic), Wind, Biomass, Hydropower.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge of renewable energy systems and GSA goals/programs,  it is not clear if the course materials specifically address all renewable energy sources listed in the performance including Solar (Thermal and Photovoltaic), Wind, Biomass, and Hydropower. Provide clarification and course content relevant to this specific performance criteria.","The EFM course teaches GSA FMs about renewable energy systems in Module 10: Conservation and Sustainability (slide 113). GSA FMs are not responsible nor expected to implement or design wind, solar, biomass, or hydropower systems in facilities. This is the purview of the Office of Design and Constructions and other GSA program offices. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 10: Conservation and Sustainability ","Yes"]
[null,null,null,"4.1.3. Demonstrate knowledge of demand response strategies.","Includes:  \no Thermal energy storage systems.\no Lighting control systems (ex. daylight harvesting)\no HVAC load shedding\no HVAC load shifting  ","EM","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. The course covers regulatory drivers for conservation, sustainability, and environmental compliance in federally owned and leased buildings and properties.\n","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of HVAC systems and provide feedback to O&M contractors for best performance. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations through the use of building technology systems. Attendees learn about energy related improvements to support achieving energy regulatory drivers.","Partial.  This training resource received partial credit because it provides knowledge of demand response strategies for 2 of the 4 topics covered in the performance:\no HVAC load shedding\no HVAC load shifting    \n\nThe training resource does not include content on the remaining topics: \no Thermal energy storage systems.\no Lighting control systems (ex. daylight harvesting)","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about certain environmental and energy-related regulatory drivers, it is not clear if the course materials specifically address demand response strategies such as TES, daylighting, and load shedding and shifting. Provide clarification and course content relevant to this specific performance criteria.","The EFM course teaches GSA FMs about demand response strategies in Module 10: Conservation and Sustainability (slide 112). The course teaches them about demand response strategies and how to implement them within their facilities. The course also instructs GSA FMs to work with GSA program offices and subject matter experts in order to improve facility performance and put strategies in place for their facility. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 10: Conservation and Sustainability ","Yes"]
[null,null,null,"4.1.4. Demonstrate knowledge of Enhanced Automation (EA) - California Energy Commission.","Definition: “the variety of potential strategies to increase the capability of the existing energy or building management systems to control current, and plan for future, building energy costs while maintaining the comfort and productivity of all building occupants.”\n","EM",null,"✔/CDA"]
[null,null,null,"4.1.5. Demonstrate knowledge of Energy Management Systems (EMS) and the ability to participate in energy teams to implement system.","o Determine the extent of energy use and consumption to be managed.\no Identify energy flows, uses, consumption, and opportunities for improvement.\no Participate in site energy assessments to further define opportunities and establish energy baselines.\no Participate in energy team decisions to establish significant energy uses considering energy consumption and opportunities.\no Contribute to implementation of Action Plans. \no Establish and implement operational control and maintenance activities, as they relate to energy performance.\no Contribute to the development and execution of a monitoring and measurement plan for significant energy uses.\no Report the effectiveness of implementation actions and operational control.","EM","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. The course covers the energy usage, improvements, assessments, and the role of GSA's Energy Team in developing action plans, decision-making, and reporting the effectiveness of an energy program to ensure compliance for federal owned and leased buildings and properties.\n","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. These tools include GSA's Advanced Metering, GSALink, and Building Automation System (BAS) tools. Additionally we discuss building technology systems that can monitor and assess performance of building systems and provide feedback to O&M contractors for best performance. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations through the use of building technology systems. Attendees learn about energy related improvements and funding mechanisms to support achieving energy regulatory drivers.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about plans, contractor oversight, GSA's Energy Team, certain EM tools and technologies, and funding mechanisms, it is not clear if the course materials cover all aspects of this performance including: \no Determine the extent of energy use and consumption to be managed.\no Identify energy flows, uses, consumption, and opportunities for improvement.\no Participate in site energy assessments to further define opportunities and establish energy baselines.\no Participate in energy team decisions to establish significant energy uses considering energy consumption and opportunities.\no Contribute to implementation of Action Plans. \no Establish and implement operational control and maintenance activities, as they relate to energy performance.\no Contribute to the development and execution of a monitoring and measurement plan for significant energy uses.\no Report the effectiveness of implementation actions and operational control. \n\nProvide clarification and course content relevant to this specific performance criteria.","Request rescinded."]
[null,null,null,"4.1.6. Demonstrate knowledge of re-programming current systems and expanding network of sensors and control devices to optimize HVAC, lighting and other automated systems.",null,"EM","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance including system management. The course covers the energy usage, improvements, assessments, and the role of GSA's Energy Team in setting action plans and implementing new automated systems to monitor energy performance to ensure compliance for federally owned and leased buildings and properties.\n","The course teach GSA FM's the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of building systems and provide feedback to O&M contractors for best performance. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations through the use of building technology systems.","No, based on the review of the learning objectives and the skills/materials covered, this session does not address knowledge of re-programming current systems and expanding network of sensors and control devices to optimize HVAC, lighting and other automated systems and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about implementing new automated systems to monitor energy performance, as well as oversight of O&M contractors, it is not clear if the course materials specifically address knowledge of re-programming current systems and expanding a network of sensors and control devices to optimize HVAC, lighting and other automated systems. Provide clarification and course content relevant to this specific performance criteria.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' energy performance. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Implementation of new automated systems to monitor energy is managed by a variety of specialized program offices such as the Energy Program and the Office of Design and Construction.\n\nDue to the nature of GSA O&M contracts, GSA FMs are discouraged from directly re-programming current systems and expanding networks of sensors and control devices to optimize HVAC, lighting and other automated systems. Rather, they are responsible for their O&M contractors to perform appropriate maintenance activities. This course reflects that best practice. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"4.1.7. Demonstrate knowledge of how to incorporate occupancy sensors, task lighting, thermostatic set-points with weather forecasting and other demand linked strategies to optimize building performance.",null,"EM","✔",null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance including system management. The course covers the role of the FM in conducting daily walkthroughs, checking building technology systems, and the role of partnering with O&M contractors to reduce facility costs while optimizing building performance by monitoring weather.\n","The course teach GSA FM's the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of building systems and provide feedback to O&M contractors for best performance. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations through the use of building technology systems.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address knowledge of how to incorporate occupancy sensors, task lighting, thermostatic set-points with weather forecasting and other demand linked strategies to optimize building performance and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about monitoring and managing the O&M contractor for building operations and performance, it is not clear if the course material provides specific knowledge about identifying and incorporating demand-linked strategies to optimize building performance. Provide clarification and course content relevant to this specific performance criteria.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' to optimize building performance. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Optimization of building performance is managed by a variety of specialized program offices such as the Energy Program and the Office of Design and Construction and the tenant agency. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"4.1.8. Demonstrate knowledge of energy savings measures for interior lighting systems, advanced lighting systems, and how they contribute to optimizing building performance.    ","o Select proper lighting controls for interior lighting systems\no Identify types of advanced lighting systems \no Identify common applications for advanced lighting systems \no Identify types of LED technologies\no Evaluate the key factors for successful LED retrofits\n","EM",null,null,"Attendees learn about the regulatory drivers that govern energy usage and responsibilities in federal owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operation. Attendees are given an overview of all GSA building systems, including energy components, and their responsibility for managing oversight of those systems with the O&M and determining when systems are not operating effectively including its effect on energy use.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively including its effect on energy use. This includes an overview of how those systems work, affect building performance, and best practices for assessing and evaluating operations. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834. The course instructs attendees to work with their regional energy branches to identify energy saving measures.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about building systems, certain energy-related drivers, and working with regional energy branches, it is not clear if the course materials provide specific knowledge of energy saving approaches for interior lighting systems such as selecting/retrofitting components like controls, lamps, and LEDs. Provide clarification and course content relevant to this specific performance criteria.","Request rescinded."]
[null,null,null,"4.1.9. Demonstrate the ability to identify and install low energy consumption fixtures and equipment ",null,"Plumber/Pipe fitter/Electrician"]
[null,null,null,"4.1.10. Demonstrate the ability to ensure proper integration of HVAC systems into the Energy Management Control  System (EMCS).",null,"HVAC Mech/Electrician"]
[null,null,"4.2. Assess Initial Conditions\n","4.2.1. Demonstrate knowledge of how to perform an Energy Savings Assessment.","Energy savings assessments require individuals to understand:\no Role of Energy Audits\no Energy Audit – Types I, II, III\no Utility Bill Analysis","EM","✔"]
[null,null,null,"4.2.2. Demonstrate knowledge of laws, regulations and Executive Orders that pertain to energy management, status of compliance and existing energy management plans.",null,"EM","✔","✔/CDA","Attendees learn about the regulatory drivers that govern energy usage and responsibilities in federal owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operation. Attendees are given an overview of all GSA building systems, including energy components, and their responsibility for managing oversight of those systems with the O&M and determining when systems are not operating effectively including its effect on energy use.","Attendees will gain knowledge of the FMs responsibility for managing oversight of energy management systems with the O&M contractor and determining when systems are not operating effectively including its effect on energy use. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834. The course instructs attendees to work with their regional energy branches to ensure compliance with energy management plans.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include  knowledge of laws, regulations and Executive Orders that pertain to energy management, status of compliance and existing energy management plans.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.2.3. Demonstrate knowledge of the most current version of the ASHRAE Standards: ANSI/ASHRAE Standard 55,  ASHRAE 62.1/62.2, ASHRAE/IESNA Std 90.1, and ASHRAE Std 189.1",null,"EM","✔","CDA"]
[null,null,"4.3. Commissioning and Energy Savings Performance Contracts (ESPC)\n\n","4.3.1. Demonstrate knowledge of all types of Commissioning, the differences between them, and commissioning requirements in laws and executive orders.","Refer to EISA Section 432.\nExamples of types of commissioning: initial commissioning, retro-commissioning, re-commissioning, continuous (on-going) commissioning","EM","✔","CDA"]
[null,null,null,"4.3.2. Demonstrate the ability to oversee and manage a building commissioning process. ","Including requirements for measurement and verification, phasing, and commission agent duties.","EM","✔"]
[null,null,null,"4.3.3. Demonstrate knowledge of alternative financing options for energy projects.","Including Energy Savings Performance Contracting (ESPC), Power Purchasing Agreements (PPA), and Utility Energy Savings Contracts (UESC).\nKnowledge includes:\no Measurement and verification \no Energy Savings Companies (ESCO)\no Regulations pertaining to ESPCs\no Utility Financing\no Demand side management\no Savings determination\no Risk Assessment \no Loans, Stocks and Bonds ","EM","✔","✔/CDA","Attendees are taught about various alternative financing options for energy projects at Federal owned and lease buildings, regulatory drivers that authorize energy saving projects, and the role of the GSA FM working in partnership with federal agencies, energy service companies, and GSA offices to achieve energy savings.","Attendees will gain knowledge of the GSA FMs responsibility for achieving energy savings of federally owned and leased buildings by working with the O&M contractor to collect and monitor building systems operating and performance data. GSA FMs are responsible for working with O&M staff monitor and adjust system parameters as required. This course teaches GSA FM's about the role of the GSA Energy Savings Performance Contracts (ESPCs) Offices to procure alternative financing for energy projects through ESPCs and Utility Energy Savings Contracts (UESCs), which to allow federal agencies to conduct energy projects with minimal capital costs. Participants learn about GSA FM's role in working with third party vendors to conduct measurement and verification. The course teaches attendees about the role of a building manager in reviewing performance of an energy service company (ESCO). Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834. The course instructs attendees to work with their regional energy branches to ensure compliance with energy management plans.","Partial. This training provides general knowledge of available energy saving procurement tools.  It received partial credit because  covers the role of the FM in the ESPCs, UESCs, M&V, and ESCO execution.  However, as the performance criteria is intended primarily for energy managers, it does not sufficiently provide the knowledge required by the performance. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide much of the knowledge required by the performance including ESPCs, UESCs, M&V, and ESCO performance, it is not clear if the course materials provide specific knowledge of other key aspects of the performance including PPAs, demand side management,  incentive programs, savings determination, risk assessment, and commercial loans. Provide clarification and course content relevant to this specific performance criteria.","GSA FMs are not responsible nor expected to procure energy saving contracts nor are they responsible for measuring and validating those contracts. This course teaches GSA FMs about existing alternative financing options including best practices, policies, and guidance and how to effectively work with GSA's Facilities Teams to procure ESPCs, PPAs, UESCs and ESCOs. GSA systems and tools are provided to the GSA FM and this course teaches them how to effectively use these tools to perform testing and obtain measurements to provide the GSA Facilities Teams to verify energy savings and performance. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,"4.4. Coordinate with Public Utilities\n\n","4.4.1. Demonstrate knowledge of utility service providers for facility (ies).",null,"EM",null,"✔/CDA","Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance including maintaining utility providers.\n","Attendees will gain knowledge of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plan, quality control plan, and the quality assurance surveillance plan. The course covers the creation of building operations plans, which is specific to each facility and contains utility provider information.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of utility service providers for facility (ies).","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.4.2. Demonstrate knowledge of utility meters – location, reading and data management.",null,"EM","✔","✔/CDA","Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","Attendees are taught the importance of collecting and monitoring building systems' operating and performance data. They learn about the role of GSA FMs in the oversight of O&M contractors. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of building systems and energy usage to provide feedback to O&M contractors for best performance.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about plans, contractor oversight, and tools and technologies, it is not clear if the course materials cover knowledge of reading utility meters and managing utility data. Provide clarification and course content relevant to this specific performance criteria.  ","Request rescinded."]
[null,null,null,"4.4.3. Demonstrate knowledge of utility billing, rate structures, and special rate programs and incentives.",null,"EM","✔","✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to coordinate with GSA program coordinators for utility rates, rebate programs, contracts while they manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials mention coordinating with GSA program coordinators for utility rates, rebate programs, and contracts, it is not clear if the course materials provide specific knowledge about how billing rates are structured based on factors such as user demand and consumption levels, time of day and peak periods, seasonal considerations, incentives, etc. Provide clarification and course content relevant to this specific performance criteria.  ","Request rescinded."]
[null,null,null,"4.4.4. Demonstrate the ability to work with Facilities team to negotiate rates and discounts. ",null,"EM",null,"✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to coordinate with GSA program coordinators for utility rates, rebate programs, contracts while they manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials mention coordinating with GSA program coordinators for utility rates, rebate programs, and contracts, it is not clear if the course materials provide specific knowledge about negotiating rates and discounts. Provide clarification and course content relevant to this specific performance criteria.  ","Request rescinded."]
[null,null,null,"4.4.5. Demonstrate knowledge of how to work with utility departments to locate lines.",null,"EM",null,"✔/CDA","Attendees are taught the importance of creating and maintaining a comprehensive Building Operations Plan as a part of proper management and oversight of the O&M contract. They are also given specific instructions in Module 9 related to coordination with local utilities and location of lines prior to construction and maintenance activities that might impact utility lines.","Attendees are taught the importance of creating and maintaining a comprehensive Building Operations Plan as a part of proper management and oversight of the O&M contract. They are also given specific instructions in Module 9 related to coordination with local utilities and location of lines prior to construction and maintenance activities that might impact utility lines. FMs are taught to ensure proper protocols are understood and followed by O&M and other contractors prior to any work that may impact utilities and the importance of coordination with the utilities to locate lines.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of how to work with utility departments to locate lines.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.4.6. Demonstrate knowledge of utility emergency procedures and contacts. ",null,"EM",null,"✔/CDA","Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. They are taught how to develop and manage building operations plans that cover emergency procedures and contacts for utility providers.","Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. They are taught how to develop and manage building operations plans, which address emergency procedures and contacts for utility providers including locations of shut-off valves and protocol for each.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of utility emergency procedures and contacts. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,"4.5. Planning, Project and Program Management","4.5.1. Demonstrate knowledge of how to develop an energy master plan.",null,"EM","✔",null,"While GSA FMs are not explicitly responsible for developing energy master plans for their facility, attendees are taught about the importance of monitoring and ensuring optimal performance of their building, how to create and manage a robust Building Operation Plan with their O&M, and how to get support from GSA and Regional resources for improving energy performance. They are also taught about GSA's energy goals, their role in reaching those goals, and how to ensure that energy and sustainability best practices are followed at their facility.","While GSA FMs are not explicitly responsible for developing energy master plans for their facility, attendees are taught about the importance of monitoring and ensuring optimal performance of their building, how to create and manage a robust Building Operation Plan with their O&M, and how to get support from GSA and Regional resources for improving energy performance. They are also taught about GSA's energy goals, their role in reaching those goals, and how to ensure that energy and sustainability best practices are followed at their facility. Additionally they are taught about specific demand response strategies such as curtailment, load shifting, and shave energy.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address knowledge of how to develop an energy master plan and does not clearly map to the performance criteria","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.5.2. Demonstrate knowledge of how to develop a metering program.",null,"EM","✔",null,"Attendees are taught about GSA's Advanced Metering initiatives, the regulatory drivers, how meters are used to measure and optimize building operations, and how to access meter data for analysis. Also, during the course they discuss resources such as the Regional Energy Manager to aid them in analyzing meter data and building performance. GSA FMs are not expected to develop metering programs but the course outlines all of the programmatic resources responsible for program development and support.","Attendees are taught about GSA's Advanced Metering initiatives, the regulatory drivers, how meters are used to measure and optimize building operations, and how to access meter data for analysis. They are instructed on how to access meter information in the BAS/BMS and, where applicable, on GSA enterprise ION meter system. Also, during the course they discuss resources such as the Regional Energy Manager to aid them in analyzing meter data and building performance. GSA FMs are not expected to develop metering programs but the course outlines all of the programmatic resources responsible for program development and support.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address knowledge of how to develop a metering plan and does not clearly map to the performance criteria","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.5.3. Demonstrate knowledge of how to develop an energy account database.",null,"EM"]
[null,null,null,"4.5.4. Demonstrate knowledge of energy budgeting practices.",null,"EM",null,"✔/CDA"]
[null,null,null,"4.5.5. Demonstrate knowledge of how to identify and develop low-cost and no-cost energy efficiency opportunities.",null,"EM","✔",null,"Attendees are taught a variety of practices for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module are how to identify no-cost and low cost actions that can impact building energy efficiency, including examples, and how to enact those changes.","Attendees are taught a variety of practices for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module are how to identify no-cost and low cost actions that can impact building energy efficiency, including examples, and how to enact those changes. FMs are also taught to be proactive in seeking opportunities to reduce energy in their facilities and how to access GSA resources to assist in those efforts.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of how to identify and develop low-cost and no-cost energy efficiency opportunities.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"4.5.6. Demonstrate knowledge of how to provide operational support to energy management control systems.",null,"EM","✔"]
[null,null,null,"4.5.7. Demonstrate knowledge of how to develop/assist in project identification and justification.",null,"EM","✔"]
[null,null,null,"4.5.8. Demonstrate knowledge of how to develop UESC and ESPC projects. ",null,"EM",null,"✔/CDA","Attendees are taught a variety of practices for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module are UESC and ESPC projects, how they are structured, and how to access resources at GSA to learn more or support an ESPC project.","Attendees are taught a variety of practices for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module are UESC and ESPC projects, how they are structured, and how to access resources at GSA to learn more or support an ESPC project. They are taught about the FMs role in verifying ESCO performance and M&V reporting. They are also taught about how to obtain support from GSA's ESPC PMO and Energy Center of Expertise.","Partial. This training resource provides general knowledge of ESPC and UESC structures.  It received partial credit because  covers how to access supporting resource within the agency.  However, as the performance criteria is intended primarily for energy managers, it does not sufficiently provide information about developing UESC and ESPC projects.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials provide knowledge about how ESPC and UESC projects are structured and how to access supporting resources, it is not clear if the course materials cover specific knowledge about how to develop ESPC and UESC projects. Provide clarification and course content relevant to this specific performance criteria.  ","See Module 10: Conservation and Sustainability (slides 103-104).","●   Module 10: Conservation and Sustainability (slides 103-104).","Yes"]
[null,null,null,"4.5.9. Demonstrate knowledge of how to monitor facility energy projects.",null,"EM","✔"]
[null,null,null,"4.5.10. Demonstrate knowledge of peak load management.",null,"EM","✔"]
[null,null,null,"4.5.11. Demonstrate knowledge of how to manage an energy awareness program and establish/support an awards program recognizing energy efficiency efforts. ",null,"EM"]
[null,null,null,"4.5.12. Demonstrate knowledge of how to develop and distribute energy articles, newsletters, notices, posters and signs.",null,"EM"]
[null,null,null,"4.5.13. Demonstrate knowledge of how to coordinate Energy Awareness Week/Month. ",null,"EM"]
[null,null,null,"4.5.14. Demonstrate the ability to calculate and respond appropriately to established energy metrics such as Power Utilization Efficiency (PUE).","Knowledge and skills required include:\no Where and how to take measurements\no How to interpret the data\no How to explain the results to people in operations and upper management\no How to develop an improvement strategy","EM","✔"]
[null,"5. Safety","5.1. Infrastructure","5.1.1. Demonstrate knowledge of control systems for: mold, asbestos, Histoplasmosis, PCB in transformers.",null,"FM/FO",null,null,"Attendees will gain knowledge of the regulatory drivers that require GSA to maintain a safe and healthy workplace for occupants in accordance with Occupational Safety and Health Administration (OSHA) regulations and standards. Attendees will gain knowledge of GSA's required Safety and Health Plans that addresses control systems for the safety and protective measures that address mold and asbestos in federal facilities. Attendees learn how to escalate and document health and safety issues within GSA.","The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. The course teaches the following OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety). The instructor utilizes slide show presentations to share information about health and safety protocols related to control systems for the safety and protective measures to address mold and asbestos.","Partial.  This training resource received partial credit because it provides knowledge of control systems for health and safety issues for 2 of the 4 topics covered in the performance: \no  Mold\no  Asbestos\n\nThe training resource does not include content on the remaining topics: \no  Histoplasmosis\no  PCB in transformers\n","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover regulatory drivers,  various plans, condition assessments, and control protocols for asbestos and mold, it is not clear if the course materials provide specific knowledge about controlling Histoplasmosis fungal disease and PCBs in transformers per the performance requirement. Provide clarification and course content relevant to this specific performance criteria.  ","GSA Facilities Managers are taught the roles and responsibilities of the O&M contractor and GSA experts along with control systems for mold, asbestos, and histoplasmosis. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. Additionally, attendees are taught about the support available to them by a variety of specialized program offices within GSA and how to engage them if they suspect or need expertise regarding indoor air quality contaminants including mold, asbestos, and histoplasmosis. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"5.1.2. Demonstrate knowledge of proper water treatment to prevent Legionnaire’s Disease.",null,"FM/FO"]
[null,null,null,"5.1.3. Demonstrate knowledge of ventilation systems and prevention of contaminant introduction and cross contamination.",null,"FM/FO"]
[null,null,null,"5.1.4. Demonstrate knowledge of fire prevention systems in hazardous locations/operations, food preparation areas, and electrical transformers, as well as unique design or antiquated fire alarm and suppression systems.",null,"FM/FO",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M contractor through regular condition assessments and quality assurance. Attendees will gain knowledge of the regulatory drivers set by the National Fire Protection Association (NFPA), fire prevention and response best practices and procedures, and types of fire alarm and suppression systems as it relates to GSA operated federal facilities. Attendees learn to establish GSA's required Safety and Health Plans that address fire prevention systems.","This course teaches GSA FMs fire prevention and health and life safety best practices. Participants gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors role in fire prevention through the creation and maintenance of a building operations plan. The building operations plan covers the operation of fire alarms, testing, and maintaining fire alarm systems. Fire protection and its components are covered in the inspections and surveys and risk management modules. The instructor uses a slide presentation to cover fire health and life safety, fire prevention and awareness best practices, fire protection roles and responsibilities, fire alarm activation reporting procedures, fire extinguisher preventative maintenance, and fire incident notification and investigation. Attendees are taught NFPA 72 including fire prevention systems, personnel qualifications, and potential code problems.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover many aspects of fire alarm and  prevention systems, it is not clear if the course materials provide specific knowledge about fire prevention systems in hazardous locations/operations, food preparation areas, and electrical transformers, as well as unique design or antiquated fire alarm and suppression systems per the performance requirement. Provide clarification and course content relevant to this specific performance  criteria.  ","Request rescinded."]
[null,null,null,"5.1.5. Demonstrate the ability to manage compliance with NFPA 70E 2018 for determining incident energy and marking the electrical components for the hazard distance and proper arc rated protective equipment.",null,"FM/FO",null,"✔/CDA","Attendees will gain knowledge of the regulatory drivers set by the National Fire Protection Association (NFPA). Attendees are taught how to manage the creation of a building operations plan and the required contractor safety and health plans, which will include all activities in this performance. They will learn how GSA FM's manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance, maintenance and repair qualifications, and using protective equipment.","This course teaches GSA FMs fire prevention and health and life safety best practices. Participants gain an understanding of regulatory drivers: NFPA 70E. Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors role in workplace safety through the creation and maintenance of a building operations plan and safety and health plan. The building operations plan covers the operation and safety planning for electrical equipment, arc flash safety, and safe distance marking. Workplace safety is covered in the risk management module. Attendees learn about best practices for use of electrical equipment covered by NFPA 70E of 2018.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include the ability to manage compliance with NFPA 70E 2018 for determining incident energy and marking the electrical components for the hazard distance and proper arc rated protective equipment.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.1.6. Demonstrate the ability to ensure that all building confined spaces are evaluated and marked.",null,"FM/FO",null,null,"Attendees are instructed on how to create a plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections. Attendees will gain knowledge of OSHA regulations and GSA's requirements for confined spaces. Attendees will gain knowledge of GSA's required Safety and Health Plans that addresses this FBPTA Performance.","The course teaches the following OSHA regulatory drivers: 29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. Participants learn how to evaluate permits and signs required for marking confined spaces and develop plans for permit-required confined space entry.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to ensure that all building confined spaces are evaluated and marked.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.1.7. Demonstrate the ability to manage  compliance with elevator inspection requirements.",null,"FM/FO",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance. Attendees will gain knowledge of the regulatory drivers by which elevators and escalators must comply according to ANSI/ASME, types of inspections including annual and every five years.","The course teaches the regulatory drivers (ANSI/ASME A17.1-and ANSI/ASME A18.1) for maintaining and operating elevators, escalators, and man-lifts. Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of those systems with the O&M contractor and determining when systems are not operating effectively. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. Participants learn how to identify different issues with elevator hoists and motors that facilities managers should be aware of that can result in non-compliance for elevator inspections, O&M Contractors responsibilities for maintaining elevator pits, and the two types of elevator inspections - Category 1 Test (Annual) and Category 5 Test (5 years). Knowledge checks are conducted on the types of inspections required for elevators.\n\n","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to manage compliance with elevator inspection requirements.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.1.8. Demonstrate knowledge of proper storage and disposal of hazardous, toxic, and biologic materials.",null,"FM/FO",null,null,"Participants will gain knowledge of the regulatory drivers that require GSA to maintain a safe and healthy workplace for occupants in accordance with Occupational Safety and Health Administration (OSHA) regulations and standards. Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. Participants will gain knowledge of GSA's required Safety and Health Plans that addresses control systems for safety and protective measures, recycling, and disposal for hazardous toxic and biological materials in federal facilities.","Attendees will gain knowledge of OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety) that inform safety and health in federally owned and leased buildings. The course covers GSA FMs responsibility for creating and maintaining a building operations plan and to oversee the O&M contractor's Safety and Health Plan as part of any contract, which addresses control systems for safety and protective measures, recycling, and disposal for hazardous toxic and biological materials in federal facilities. The course covers the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers safety and health.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of proper storage and disposal of hazardous, toxic, and biologic materials.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.1.9. Demonstrate the ability to inspect work sites to identify environmental and safety hazards. ",null,"USRO/Electrician/Plumber",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to environmental and safety hazards. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of all GSA building systems and the FMs responsibility for managing oversight of building and property elements with the O&M and Custodial contractor and determining when construction sites pose environmental or safety hazards. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition assessments and inspections along with the proper means for documenting conditions.","Partial. This training resource received partial credit because it provide general knowledge of  environmental and safety hazards in order to complete safety plans.  However, it does not sufficiently provide information about inspection of work sites. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover risk management of key safety concerns, plans, hazards, and periodic inspections, it is not clear if the course materials cover the ability to inspect work sites to identify environmental and safety hazards in role competencies such as utility repair, plumbing, and electrician.  Provide clarification and course content relevant to this specific performance  criteria.  ","O&M contracts include the requirements for identifying environmental and safety hazards on their worksites and ensuring the safety of their employees. GSA and its program offices are responsible for ensuring that safety plans are complete and up-to-date, but are not explicitly responsible for inspecting work sites for safety hazards. This course teaches them how to identify key safety concerns and how to address them with their contractor supported by in-house GSA expertise. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. See Module 9: Risk Management (Slides 53-61).","●  Module 9: Risk Management","Yes"]
[null,null,"5.2. Contractor Program Oversight","5.2.1. Demonstrate knowledge and ability to protect occupants with signs, barriers, and fencing.",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fencing and barriers. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections. The course instructs GSA FMs to work with designated facilities security and Facility Security Committees for protective barriers and fencing.","Attendees will gain knowledge of OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety) that inform safety and health in federal owned and leased buildings. The course covers GSA FMs responsibility to ensure O&M contractor's develop a Safety and Health Plan as part of any contract. The course covers the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers safety and health. The course instructs GSA FMs to work with designated facilities security and Facility Security Committees for protective barriers and fencing.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and ability to protect occupants with signs, barriers, and fencing.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover the necessary aspects of barriers and fencing , it is not clear if the course materials provide specific knowledge about protecting occupants with proper signage. Provide clarification and course content relevant to this specific performance  criteria.  ","O&M contracts include the requirements for identifying environmental and safety hazards on their worksites and ensuring the safety of their employees and building occupants including signs, barriers, and fencing through contractor Health and Safety Plans. GSA and its program offices are responsible for ensuring that health and safety plans are complete and up-to-date, but are not explicitly responsible for inspecting work sites for safety hazards. This course teaches GSA FMs how to identify key safety concerns and how to address them with their contractor supported by in-house GSA expertise. Additionally, the course covers signage that needs to be placed in hazardous or other specified areas to caution occupants or workers about safety requirements or hazards in those areas (for example confined spaces, areas requiring PPE, others). Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. See Module 9: Risk Management (Slides 46-61).","●  Module 9: Risk Management","Yes"]
[null,null,null,"5.2.2. Demonstrate knowledge of permit system for hot welding work and for confined space work. ",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to permitting for confined spaces. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety) that inform safety and health in federal owned and leased buildings. The course covers GSA FMs responsibility to ensure O&M contractor's develop a Safety and Health Plan as part of any contract. The course covers the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers safety and health, including permitting and confined spaces. The instructor uses a slide presentation to cover the GSA required Safety and Health Plan. The instructor covers best practices based on OSHA regulations and for permitting and signage for confined spaces","Partial.  This training resource received partial credit because it provides knowledge of permitting systems for 1 of the 2 topics covered in the performance: \no  Confined space work.     \nThe training resource does not include content on the remaining topics: \no  Hot welding work","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover the necessary aspects of permitting for confined space entry, it is not clear if the course materials provide  knowledge about permitting for hot work, which involves different preventative measures. Provide clarification and course content relevant to this specific performance  criteria.  ","This course teaches GSA FMs about establishing a building operations plan, which includes creating a permitting system for hot welding work and working in confined spaces. These responsibilities are addressed in Module 2: Day in the Life of an FM and Module 9: Risk Management. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 2: Day in the Life of an FM and \n●  Module 9: Risk Management","Yes"]
[null,null,null,"5.2.3. Demonstrate knowledge of fall protection of people and tools/materials for contractor and occupants. ",null,"FM/FO",null,null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety) that inform safety and health in federal owned and leased buildings. The course covers GSA FMs responsibility to ensure O&M contractor's develop a Safety and Health Plan as part of any contract. The course covers the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers safety and health. The instructor uses a slide presentation to cover the GSA required Safety and Health Plan, which addresses fall protection. The instructor covers best practices based on OSHA regulations and for preventing falls as it relates to roofs anchors, suspension systems and railing.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of fall protection of people and tools/materials for contractor and occupants. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.2.4. Demonstrate knowledge of protection of electrical hazards to employees and to building infrastructure, including arc rated clothing, lock out/tag out program. ",null,"FM/FO",null,null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Attendees will gain knowledge of OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety) that inform safety and health in federal owned and leased buildings. The course covers GSA FMs responsibility to ensure O&M contractor's develop a Safety and Health Plan as part of any contract. The course covers the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers safety and health. The instructor uses a slide presentation to cover the GSA required Safety and Health Plan, which addresses protective equipment and lock out/tag out programs. The instructor covers best practices based on OSHA regulations and protective equipment and lock out/tag out programs.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of protection of electrical hazards to employees and to building infrastructure, including arc rated clothing, lock out/tag out program.  ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover lockout/tagout and protective equipment, it is not clear if the course materials specifically cover arc rated clothing per the requirements of the performance.  Provide clarification and course content relevant to this specific performance  criteria.  ","See Module 9 (slide 48) which addresses NFPA requirements for personal protective equipment (PPE) as it relate to arc rated clothing for arc flash. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 9: Risk Management","Yes"]
[null,null,null,"5.2.5. Demonstrate knowledge of compliant protective equipment for contract and sub contract workers. ",null,"FM/FO",null,null,"Attendees will gain knowledge of OSHA regulations as it relates to the role of a GSA FM in the oversight of O&M contractors. Attendees will gain knowledge of GSA's required Safety and Health Plans and are taught how to manage the creation of a building operations plan, which will include all activities in this performance. Protective equipment is addressed throughout the risk management module that covers fire and life safety, occupational safety and health, and indoor air quality.","The course teaches the following OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety). Attendees will gain knowledge of GSA's required Safety and Health Plans and are taught how to manage the creation of a building operations plan, which will include all activities in this performance. The instructor covers best practices based on OSHA regulations and compliant protective equipment including electrical, mechanical, and high noise equipment for contractors and subcontractors. Attendees are instructed on best practices for conducting mechanical work and operating machines while conducting period inspections of building systems.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include  knowledge of compliant protective equipment for contract and sub contract workers. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.2.6. Demonstrate knowledge of adequate fall protection working from ladders/heights. ",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to fall protection.","The course teaches the following OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety). Attendees will gain knowledge of GSA's required Safety and Health Plans and are taught how to manage the creation of a building operations plan, which will include all activities in this performance. The instructor covers best practices based on OSHA regulations and for preventing falls as it relates to roofs anchors, suspension systems and railing along with operating powered platforms, davits & hoists. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of adequate fall protection working from ladders/heights. ","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.2.7. Demonstrate knowledge of, and ability to manage compliance with OSHA 1910 and 1926 standards and Army Corps of Engineers construction safety manual EM 385-1-1.",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Attendees will gain knowledge of OSHA regulations as it relates to the role of a GSA FM in the oversight of O&M contractors.","The course teaches OSHA regulations, specifically 29 CFR 1910 - General Workplace Safety including the GSA Facilities Manager role in workplace health and safety. The instructor uses a slide presentation to cover the roles and responsibilities of the facilities manager for: fall protection, hazard communications, asbestos, indoor air quality, permit required confined spaces, hazardous waste operations and emergency responses. storage and handling of chemicals, exit routes, emergency action plans, and fire prevention plans.","Partial.  This training resource received partial credit because it provides knowledge of and ability to manage compliance for 2 of the 3 topics covered in the performance: \no OSHA 1910 \no OSHA 1926\n\nThe training resource does not include content on the remaining topics: \no Army Corps of Engineers construction safety manual EM 385-1-1","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover OSHA 1910 (Occupational Safety and Health Standards), it is not clear if the course materials provide knowledge about construction safety, i.e. OSHA 1926 (Safety and Health Regulations for Construction) or the ACE Construction Safety Manual. [Note that 5.3.1 below states OSHA 1926 is part of course content] Provide clarification and course content relevant to this specific performance  criteria.  ","See Module 9: Risk Management addresses OSHA 1910 and OSHA 1926. ACE Construction Safety Manual is not required by GSA policy. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,"5.3. Occupant Interface","5.3.1. Demonstrate knowledge of tenant renovations including design that does not interfere with other tenants, local code compliance, high quality of work.",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to code compliance and working with tenants to conduct maintenance and repairs.","The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan. Attendees learn how to create building operations plans, which covers preventive and predictive maintenance and the importance of regular condition assessments in the evaluation of the plans effectiveness and prioritization of future maintenance activities. The course teaches the following OSHA regulatory drivers (29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety). The instructor utilizes slide show presentations to share information about health and safety protocols related to safety and protective measures to minimize the impact of maintenance and construction on building tenants.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of tenant renovations including design that does not interfere with other tenants, local code compliance, high quality of work.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.3.2. Demonstrate knowledge of and ability to manage prohibition of fire hazards.",null,"FM/FO",null,null,"The course teaches inspection and survey best practices and risk management best practices for GSA Facilities Managers, including managing prohibition of fire hazards. Attendees will gain knowledge of GSA's required Safety and Health Plans that addresses this FBPTA Performance.","This course teaches GSA Facilities Managers fire prevention and health and life safety best practices including regulatory drivers (NFPA 25, NFPA 72, and NFPA 101). The instructor uses a slide presentation to cover fire prevention and awareness best practices, fire protection roles and responsibilities, and fire incident notification and investigation. The attendees participate in an exercise reviewing the GSA Consolidated Risk Management Survey (CRMS), which addresses fire protection risks such as prohibitions for federal facilities.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of and ability to manage prohibition of fire hazards.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.3.3. Demonstrate knowledge of and ability to manage adequate ventilation of work spaces, adequate exhaust and makeup air, no short circuit designs.",null,"FM/FO",null,null,"This course teaches attendees about the need for proper outside air and ventilation and its role in Indoor Air Quality, while also ensuring proper and efficient building operations. They are taught how to recognize and mitigate issues related to inadequate exhaust or ventilation. The O&M is contractually responsible for ensuring proper operation and function of the HVAC system but FMs are taught their role in monitoring, inspecting, and overseeing O&M activities to ensure that all of these operational issues are avoided and resolved if any issues are discovered.","This course teaches attendees about the need for proper outside air and ventilation and its role in Indoor Air Quality, while also ensuring proper and efficient building operations. They are taught how to recognize and mitigate issues related to inadequate exhaust or ventilation. The O&M is contractually responsible for ensuring proper operation and function of the HVAC system but FMs are taught their role in monitoring, inspecting, and overseeing O&M activities to ensure that all of these operational issues are avoided and resolved if any issues are discovered.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover ventilation and IAQ, it is not clear if the course materials specifically cover adequate exhaust and makeup air flow, including avoiding short circuit designs. Provide clarification and course content relevant to this specific performance  criteria.  ","Request rescinded."]
[null,null,null,"5.3.4. Demonstrate knowledge of and ability to manage the documentation of occupant safety and health complaints and their resolution.",null,"FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to documenting health complaints and resolutions.","This course teaches GSA Facilities Managers fire prevention and health and life safety best practices including fire and health and life safety regulatory drivers including: NFPA 25, NFPA 72, NFPA 101, 29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety. The instructor uses a slide presentation to cover fire and health and life safety prevention and awareness best practices, roles and responsibilities, how-to document incidents, and conduct notification and investigations into incidents. The attendees participate in an exercise reviewing the GSA Consolidated Risk Management Survey (CRMS), which addresses fire protection and health and life safety risks such as prohibitions. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections. Participants learn how to develop Safety and Health Plans and about the process and procedures Hazardous Communications Plan in compliance with Global Harmonization System (GHS) and Safety Data Sheets for hazardous chemicals. They also learn how to complete OSHA Form 301 and GSA Form 3620 to document injuries and accidents to GSA and non-GSA personnel.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of and ability to manage the documentation of occupant safety and health complaints and their resolution.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"5.3.5. Demonstrate knowledge of how to create and manage fire and life safety and HAZMAT plans.","Requirements include:\no Creation of fire and life safety plans\no Fire, HAZMAT and life safety drills\no Creation and posting of evacuation routes \no Creation of a personnel accountability system\no Inspection of all components of the fire and life safety systems (ex. exit lights, fire extinguishers, fire suppression systems, incident announcement systems, etc.).\no Manage prohibition of non UL-rate unsafe electrical equipment.","FM/FO",null,null,"Attendees are taught a full module on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. They are taught how to develop and manage building operations plans, occupant emergency plans, and health and life safety plans. Participants learn the responsibilities and expectations for an GSA FM as it relates to creating plans, supporting drills, and inspecting fire and life safety systems and components.","This course teaches GSA Facilities Managers fire prevention and health and life safety best practices including fire and health and life safety regulatory drivers including: NFPA 25, NFPA 72, NFPA 101, 29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety. The instructor uses a slide presentation to cover fire and health and life safety prevention and awareness best practices, roles and responsibilities, how-to document incidents, and conduct notification and investigations into incidents. The attendees participate in an exercise reviewing the GSA Consolidated Risk Management Survey (CRMS), which addresses fire protection and health and life safety risks such as prohibitions. Attendees are instructed on how to create a quality assurance surveillance plan for periodic inspections of all building and property elements while assessing and managing issues found during those inspections. Participants learn how to develop Safety and Health Plans and about the process and procedures Hazardous Communications Plan in compliance with Global Harmonization System (GHS) and Safety Data Sheets for hazardous chemicals. They also learn how to complete OSHA Form 301 and GSA Form 3620 to document injuries and accidents to GSA and non-GSA personnel.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover many aspects of this performance, it is not clear if the course materials provide knowledge about all aspects including: \n\no Creation of fire and life safety plans\no Fire, HAZMAT and life safety drills\no Creation and posting of evacuation routes \no Creation of a personnel accountability system\no Inspection of all components of the fire and life safety systems (ex. exit lights, fire extinguishers, fire suppression systems, incident announcement systems, etc.).\no Manage prohibition of non UL-rate unsafe electrical equipment. \n\nProvide clarification and course content relevant to this specific performance  criteria.         ","Note - Angela see if there are existing courses on fire and life safety creation plans. Does anyone take courses here on this topic?\n\nRequest rescinded."]
[null,"6. Design","6.1. Planning","6.1.1. Demonstrate knowledge of how to conduct a needs assessment based on customer requests and develop appropriate project requirements. ",null,"FM","✔","✔/CDA"]
[null,null,null,"6.1.2. Demonstrate knowledge of how to participate on teams which implement the Agency/Department planning process to develop project requirements.","Knowledge required includes: Understanding tools (ex DD form 1391 or Prospectus) and funding thresholds to coordinate development of project requirements, project siting, estimate project costs, justify need, and develop scope. ","FM",null,"✔/CDA"]
[null,null,null,"6.1.3. Demonstrate knowledge of how to participate in due diligence analysis.","Considerations include:\no Best site selection according to transportation connectivity\no Interrelationships between and impacts of physical, climatic, environmental, economic, political, sustainability, historic preservation, archeological, cultural and social elements\no Interrelationships between Federal, State and local policies – codes, laws and regulations\no Long-range vice short-range development plans                                ","FM"]
[null,null,null,"6.1.4. Demonstrate understanding of the concept of “Deep Energy Retrofits (DER)” and how and when to initiate.  ","Working Concept Definition: An integrated team, Implementing a deep energy retrofit should piggyback efficiency improvements on already planned capital improvements and breaks in occupancy, take advantage of advanced energy modeling and life cycle cost analysis methods to identify situations in building’s life cycle that trigger DER design and analysis, verify savings and continuously improve energy performance.  ","FM"]
[null,null,null,"6.1.5. Demonstrate knowledge of green building certification systems used by the Federal government and industry.","Examples of green building rating systems include: Leadership Energy Environmental Design (LEED), Green Globes, Living Building Challenge, etc.","FM","✔","✔/CDA","Attendees are taught a variety of practices and basic design concepts for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module green building certification's. The module also covers how to access resources at GSA to learn more about these certification programs and the appropriate points of contact.","Attendees are taught a variety of practices and basic design concepts for improving energy efficiency in their facilities as a part of an entire module focused on Conservation and Sustainability. One area of focus in this module is green building certification's such as LEED and Fitwel, which GSA currently mandates for its buildings and facilities. The module also covers how to access resources at GSA to learn more about these certification programs and the appropriate points of contact.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of green building certification systems used by the Federal government and industry.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover GSA-mandated LEED and Fitwel, it is not clear if the course materials provide knowledge about other certification systems used by the Federal Government and the industry. Provide clarification and course content relevant to this specific performance  criteria.         ","The course addresses all of the certification systems in use by GSA. Other certification systems are not currently used by GSA and are not relevant for this courses audience. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"6.1.6. Demonstrate ability to use Geographic Information Systems (GIS).",null,"FM"]
[null,null,null,"6.1.7. Demonstrate knowledge to conduct site surveys and provide comments to engineers and officials on the accuracy of plans in meeting desired objectives.",null,"USRO/Electrician/Plumber"]
[null,null,"6.2. Infrastructure Systems","6.2.1. Demonstrate knowledge and understanding of the design basis of all applicable Architectural and Engineering Systems.","Systems under consideration include:\no Roofing Systems\no Building Envelope Systems\no Window Systems\no HVAC Systems\no Electrical Systems\no Telecommunication Systems\no All Lighting Systems\no Fire Protection Systems\no BAS \no IT Systems – installation arrangement and energy requirements\no Interior Design\no Landscape Architectural Systems\no Plumbing Systems\no Occupant needs and requirements/controls \no Resource flows – energy, water and waste ","FM/FO/EM","✔",null,"Attendees gain knowledge and understanding of the referenced systems and their constituent components. Attendees are taught the importance that each of these systems have in the operation of their building and how specific components or the interaction of those components impact the quality and sustainability of the building's operation. They also gain high level understanding of how each of the components interact with one another and how an impact in one can have corresponding impacts across other systems.","Attendees gain knowledge and understanding of the referenced systems and their constituent components. Attendees are taught the importance that each of these systems have in the operation of their building and how specific components or the interaction of those components impact the quality and sustainability of the building's operation. They also gain high level understanding of how each of the components interact with one another and how an impact in one can have corresponding impacts across other systems. GSA FMs are not involved in the design or specification of these systems but they are given a broad understanding of how the systems are designed and how that impacts operation, as well as learning about all of the other offices within GSA and their roles in supporting the design, installation, management, and operations of building systems.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and understanding of the design basis of all applicable Architectural and Engineering Systems.","Yes","Yes","Yes","Yes","Yes","No"]
[null,"7. Sustainability","7.1. Background","7.1.1. Demonstrate knowledge of Sustainability, as defined by High Performance Buildings in EISA 07.","“A building that integrates and optimizes on a lifecycle basis all major high performance attributes, including energy [and water] conservation, environment, safety, security, durability, accessibility, cost-benefit, productivity, sustainability, functionality, and operational considerations” (Energy Independence and Security Act 2007 401 PL 110-140).\nWithin this definition, Sustainability is recognized to mean: “Development that meets the needs of the present, without compromising the ability of future generations to meet their own needs” - from the Brundtland Report, Our Common Future (1987). Experts within the Facilities Management industry have used the triple bottom line - balancing environmental, economic and social goals (Hodges 2009; Lewis et al 2009) to take the philosophical definition and make it practical.\nThe nature of “Sustainability” is interdisciplinary and will contain elements from environmental, operations, maintenance, contracting and management etc.","FM","✔",null,"Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of Sustainability, as defined by High Performance Buildings in EISA 07.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,"7.2. Regulations and Requirements","7.2.1. Demonstrate knowledge of the Guiding Principles for Federal High Performance and Sustainable Buildings, AND Federal Mandates.",null,"FM","✔",null,"Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of the Guiding Principles for Federal High Performance and Sustainable Buildings, AND Federal Mandates.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"7.2.2. Demonstrate knowledge of agency sustainability goals, metrics, and initiatives, such as those found in the Dept/Agency Strategic Sustainability Performance Plan (SSPP).",null,"FM","✔","✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of agency sustainability goals, metrics, and initiatives, such as those found in the Dept/Agency Strategic Sustainability Performance Plan (SSPP).","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover federal sustainability drivers, GSA program offices and GSA energy goals, it is not clear if the course materials provide knowledge about agency (i.e. GSA) sustainability goals, metrics, and initiatives,  such as those that could be found in GSA's latest (FY16) SSPP. Provide clarification and course content relevant to this specific performance  criteria.    ","Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. This course was developed in coordination with GSA's energy program and related offices to ensure the content adequately addresses GSA sustainability goals, metrics, and initiatives."]
[null,null,null,"7.2.3. Demonstrate knowledge of agency resiliency and adaption goals, metrics, and initiatives, such as those found in the Dept/Agency Resiliency and Adaptation Plan.",null,"FM","✔","✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address knowledge of agency resiliency and adaption goals, metrics, and initiatives, such as those found in the Dept/Agency Resiliency and Adaptation Plan and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials cover federal sustainability drivers, GSA program offices and GSA energy goals, it is not clear if the course materials provide knowledge about agency (i.e. GSA)  agency resiliency and adaption goals, metrics, and initiatives, such as those found in GSA's latest (2105) Climate Change Risk Management Plan. Provide clarification and course content relevant to this specific performance  criteria.    ","Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. This course was developed in coordination with GSA's energy program and related offices to ensure the content adequately addresses GSA resiliency and adaptation goals, metrics, and initiatives."]
[null,null,"7.3. Implementation\n\n","7.3.1. Demonstrate knowledge and ability to develop and/or coordinate sustainability-related programs at the building-level.","Examples of Sustainability programs include:\no A recycling program\no A HAZMAT reduction program\no A green purchasing program\no Alternative transportation and workplace strategies\no Sustainability audit and inspection programs\no Universal Waste Audit\no Water Audit\no Energy Audit","FM","✔",null,"Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan and quality control plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Partial.  This training resource received partial credit because it provides knowledge of sustainability programs for 7 of the 8 topics covered in the performance: \no A recycling program\no A HAZMAT reduction program\no A green purchasing program\no Sustainability audit and inspection programs\no Universal Waste Audit\no Water Audit\no Energy Audit\n\nThe training resource does not include content on the remaining topics: \no Alternative transportation and workplace strategies","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss federal drivers, plan development, contractor oversight, and GSA program offices that oversee conservation and sustainability, it is not clear if the course materials covers the ability to develop and/or coordinate individual sustainability-related programs at the building-level, such as an alternative transportation program or auditing program. Provide clarification and course content relevant to this specific performance  criteria.    ","Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. This course was developed in coordination with GSA's energy and sustainability program and related offices to ensure the content adequately addresses GSA FMs responsibilities as it relates to recycling, HAZMAT reduction, green purchasing, and waste, water, and energy audits. The course also addresses GSA FMs role in working with GSA experts and program offices in coordination with the O&M contractor to conduct audits on waste, water, and energy. Also attendees are taught how to use the available GSA technology systems such as GSALink, NCMMS, and Advanced Metering and their buildings BAS/BMS for energy and sustainability reporting and tracking O&M contract requirements that relate to those areas. These concepts are addressed in Module 4: Understanding your Building Contracts and in Module 12: Building Systems and Data.","●  Module 4: Understanding your Building Contracts \n●  Module 12: Building Systems and Data.","Yes"]
[null,null,null,"7.3.2. Demonstrate knowledge of how the above comes together in the “Sustainability Section” of the Facility Master Plan. ",null,"FM"]
[null,null,null,"7.3.3. Demonstrate ability to work with subject matter experts to capture the “qualitative impacts” of sustainability program.","Examples of programs with qualitative impacts include:\no Waste reduction\no Greenhouse Gas reduction \no Operational impacts\no Community impacts","FM",null,null,"Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with an understanding of the qualitative impacts of a comprehensive sustainability program includes: Waste reduction, Greenhouse Gas reduction, Operational impacts, and Community impacts.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with an understanding of the qualitative impacts of a comprehensive sustainability program includes: Waste reduction, Greenhouse Gas reduction, Operational impacts, and Community impacts. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include capturing the “qualitative impacts” of sustainability program.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"7.3.4. Demonstrate knowledge of implementing a “recognition program” for sustainability efforts.",null,"FM",null,null,"Attendees are taught about GSA's participation in the EPA's Federal Green Challenge award program. Additionally GSA tracks facility performance as a part of a comprehensive KPI and measures program against regional and national goals. Sustainability is included in GSA's performance management for their FM workforce.","Attendees are taught about GSA's participation in the EPA's Federal Green Challenge award program. Additionally GSA tracks facility performance as a part of a comprehensive KPI and measures program against regional and national goals. Sustainability is included in GSA's performance management for their FM workforce. FMs are not responsible for implementing recognition programs but the course covers how sustainability is implemented and of GSA-specific recognition and measurement of those efforts.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of implementing a “recognition program” for sustainability efforts.","Yes","Yes","Yes","Yes","Yes","No"]
[null,"8. Water Efficiency","8.1. Regulations, Goals and Best Practices","8.1.1. Demonstrate knowledge of water efficiency principles that are applicable in both the public and private arena.",null,"EM","✔",null,"Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","No, based on the review of the learning objectives and the skills/materials covered, this training resource does not address knowledge of water efficiency principles that are applicable in both the public and private arena and does not clearly map to the performance criteria.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss federal drivers, plan development, contractor oversight, and GSA program offices that oversee conservation and sustainability, it is not clear if the course materials covers knowledge about specific water efficiency principles that can be used to help meet sustainability goals. Provide clarification and course content relevant to this specific performance  criteria.    ","Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs. This course was developed in coordination with GSA's energy and sustainability program and related offices to ensure the content adequately addresses GSA FMs responsibilities as it relates to water efficiency. The course also addresses GSA FMs role in working with GSA experts and program offices in coordination with the O&M contractor to conduct audits on waste, water, and energy. Also attendees are taught how to use the available GSA technology systems such as GSALink, NCMMS, and Advanced Metering and their buildings BAS/BMS for energy and sustainability reporting and tracking O&M contract requirements that relate to those areas. These concepts are addressed in Module 4: Understanding your Building Contracts and in Module 12: Building Systems and Data.","●  Module 4: Understanding your Building Contracts \n●  Module 12: Building Systems and Data.","Yes"]
[null,null,null,"8.1.2. Demonstrate knowledge of Federal water policy and  water efficiency goals for the Federal Government.","Reference: \nhttp://energy.gov/eere/femp/water-efficiency-goal-guidance and \nSFTool- \nhttps://sftool.gov/explore/green-building/section/22/water/relevant-mandates-and-rating-systems#mandates","EM","✔","✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of Federal water policy and  water efficiency goals for the Federal Government.","Yes","Yes","Yes","Yes","Yes","No","   "]
[null,null,null,"8.1.3. Demonstrate knowledge of current Dept/Agency water guidance – Uniform Facilities Code (UFC), Department or agency guidebooks.",null,"EM",null,"✔/CDA","Attendees learn about the regulations that drive conservation and sustainability in federally owned and leased properties and buildings. The course addresses federal guidance, policies, and regulations for energy conservation and efficient building operations. Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance and its effect on conservation and sustainability.","Attendees will gain knowledge of key sustainability and environmental concepts. They learn about GSA FMs responsibility for overseeing O&M contractors in the maintenance of a building to promote energy conservation and sustainability to optimize buildings conditions. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract. The course covers GSA program offices that support and oversee federal conservation and sustainability through energy and water use reduction, key sustainable product acquisition, and waste reduction and recycling, all of which can impact building performance and support conservation. Attendees learn about GSA energy consumption goals, energy saving performance contracts (ESPC), BA63 projects, energy related improvements in order to support the following regulatory drivers: Energy Independence and Security Act (EISA) of 2007, OMB's Guiding Principles and Scorecard, National Energy Conservation Act of 1978, Energy Policy Act of 2005, and EO 13834.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss federal drivers, plan development, contractor oversight, and GSA program offices that oversee conservation and sustainability, it is not clear if the course materials provide knowledge about the specified resources, such as the UFC, GSA SSPP, PBS-P100 and/or EPA's WaterSense. Provide clarification and course content relevant to this specific performance  criteria.    ","Request rescinded."]
[null,null,null,"8.1.4. Demonstrate knowledge of how the following affect water use and efficiency and ability to make recommendations based on lifecycle analysis and best practices to facilities team.","Examples of systems and actions impacting water use include:\no Distribution System Audits, leak detection and repair\no Water-efficient landscaping with focus on Xeriscaping - Defn: landscaping method that employs drought-resistant plants in an effort to conserve resources, especially water)\no Toilets and Urinals\no Showerhead and Faucets\no Boilers and Steam Systems\no Single-pass Cooling Equipment\no Cooling Tower Management\no Any miscellaneous high water-using processes \no Water Reuse and Recycling","EM","✔"]
[null,null,"8.2. Water Audit\n","8.2.1. Demonstrate knowledge and ability to conduct both a Top-down and Bottom-up water audit.","o Top-down:\n    • Focus on the total system to set priorities\n    • Comprehensive scope\n    • Goals, objectives, procedures are then pushed down to the individual parts\n\no Bottom-up:\n    • Focus on the specifics of each end-use\n    • Sum the parts to define the whole\n    • Goals, objectives, procedures are developed at the lower levels and pushed upward","EM","✔","✔/CDA"]
[null,"9. Project Management","9.1. Initiate","9.1.1. Demonstrate ability to work in integrated project teams to execute, small, medium and large projects.","Integrated teams may include: Facility Managers, Building Operating Engineers, Planners, Contracting Officers, Contractors, Occupants etc.","FM/EM",null,"✔/CDA"]
[null,null,null,"9.1.2. Demonstrate knowledge of how to follow Project Management processes and procedures per your organization’s preferred methodology. ","Following an organization's preferred process or methodology (ex. ISO 9000, PMI, WBS, in-house system, etc) requires individuals to:\no Conduct needs assessment and define project requirements\no Estimate costs and develop Project Plan and Project timeline\no Develop project communications plan\no Obtain any required project permits\no Develop project accounting procedures\no Ensure regulatory compliance   ","FM/EM",null,"✔/CDA"]
[null,null,null,"9.1.3. If Project will be completed by contractors, demonstrate the ability to provide technical support to the organization's procurement process.","Supporting the contract procurement process requires individuals to:\no Develop a Scope Of Work (SOW) and Request For Proposal (RFP) incorporating energy and sustainability goals.\no Work with procurement team to select contractor\no Review Contractor Plans\no Work with Contracting Officer on all contract administration requirements","FM/EM","✔","✔/CDA"]
[null,null,"9.2. Execute","9.2.1. Demonstrate ability to manage and coordinate project execution using agency project management processes and procedures.","Managing and coordinating projects requires individuals to:\no Ensure facility services are maintained during project execution\no Assign project resources\no Inspect project work\no Manage impacts of project on existing facility\no Conduct project meetings\no Report project progress\no Monitor project costs\no Monitor project schedules   \no Develop quality control plans","FM/EM",null,"✔/CDA"]
[null,null,null,"9.2.2. Demonstrate ability to manage and coordinate contractor performance.","Managing and coordinating contractors requires individuals to:\no Develop Quality Assurance and review Quality Control plans\no Produce project change orders\no Attend site reviews\no If Contracting Officer Representative - approve project payments/draws\no Ensure that projects are completed as designed, with the specified materials, and by qualified personnel.\no Resolve project issues\no Obtain maintenance contracts\no Secure project warranties\no Arrange staff training for new equipment\no Develop spare parts lists","FM/EM"]
[null,null,"9.3. Closeout","9.3.1. Demonstrate knowledge of and ability to perform project close out functions.","Project closeout activities require individuals to:\no Obtain project as‐builts\no Perform project close‐outs\no Create and complete project punch‐lists\no Obtain certificate of occupancy\no Accept beneficial use\no Commission the project\no Review lessons learned\no Work with contracting personnel to:\n    • Obtain lien waivers/release of liens if required\n    • Issue final payment\n    • Create budget variance report","FM/EM",null,"✔/CDA"]
[null,null,"9.4. Training","9.4.1. Demonstrate knowledge of PM and scheduling software, where to find technical resources on PM and ability to train those junior to you in these PM aspects and on these tools.",null,"FM/EM",null,"✔/CDA"]
[null,"10. Business, Budget and Contracting","10.1. Total Cost of Ownership  \n(TCO)\n\n","10.1.1. Demonstrate knowledge of the mission of the Facilities’ Occupants and how the facilities enhance that mission.",null,"FM",null,"✔/CDA"]
[null,null,null,"10.1.2. Demonstrate knowledge that the Total Cost of Ownership (TCO) is best determined through Life-Cycle Cost Analysis (LCCA) for Facilities.",null,"FM","✔"]
[null,null,null,"10.1.3. Demonstrate knowledge of how to find/calculate the basic costs required for an LCCA.","Basic costs required for an LCCA include:\no Initial Costs – Acquisition, Construction etc.\no Residual / Resale values, \no Disposal costs\no Fuel Costs \no Other Costs - Finance Charges (interest payments) etc. \no O&M and Repair costs\no Non-Monetary Benefits or Costs \no Replacement Costs         ","FM","✔"]
[null,null,null,"10.1.4. Demonstrate knowledge of additional methods for calculating TCO and other economic analysis.","Other methods of economic analysis and TCO calculation which can be used given the same parameters and time period include: \no Net Savings (or Net Benefits)\no Savings to Investment Ratio (SIR) or Benefit-Cost Ratio\no Internal Rate of Return (IRR)\no Simple or Discounted Payback Period.","FM","✔"]
[null,null,null,"10.1.5. Demonstrate knowledge of available LCCA software.","Some LCCA software available from government and industry sources include:\no Building Life-Cycle Cost (BLCC) Program - FEMP\no ECONPAK – Army Corps of Engineers\no Energy 10 – has a cost estimating feature\no SuccessEstimator – from U.S. Cost","FM",null,"✔/CDA"]
[null,null,"10.2. Life-Cycle Assessment \n(LCA)\n\n","10.2.1. Demonstrate knowledge of the difference between a Life Cycle Assessment (LCA) and an LCCA.",null,"FM"]
[null,null,null,"10.2.2. Demonstrate knowledge and ability to use a LCA to estimate the environmental impacts of a material, product or service through its entire life cycle.",null,"FM","✔"]
[null,null,null,"10.2.3. Demonstrate knowledge of ISO 14040 - Environmental management - Life cycle assessment - Principles and framework.","Definition: ISO 14040 describes the principles and framework for life cycle assessment (LCA) including: definition of the goal and scope of the LCA, the life cycle inventory analysis (LCI) phase, the life cycle impact assessment (LCIA) phase, the life cycle interpretation phase, reporting and critical review of the LCA, limitations of the LCA, the relationship between the LCA phases, and conditions for use of value choices and optional elements.","FM",null,"✔/CDA"]
[null,null,null,"10.2.4. Demonstrate knowledge of and ability to use LCA Software.","Examples of software available include:\no Building for Environmental and Economic Sustainability (BEES) \no ATHENA Environmental Impact Estimator - http://www.wbdg.org/tools/athena_ec.php","FM",null,"✔/CDA"]
[null,null,"10.3. Contracting","10.3.1. Demonstrate knowledge of Contracting Officer Representative (COR) duties, responsibilities, training, certification and maintenance of certification.","The two primary COR certification programs are DAU and FAI, additional information on these programs are available at the following websites:\no DOD - https://acc.dau.mil/CommunityBrowser.aspx?id=290015  \no Non DOD - http://www.fai.gov/drupal/certification/fac-cor","FM",null,"✔/CDA","Attendees are given an overview of the GSA FMs role as a Contracting Officer's Representative (COR) including key duties and expectations for managing oversight of GSA owned and leased buildings and properties with the O&M through the creation and management of contractual documents.","Attendees will gain knowledge of the components of contracts administration including the role of a Contracting Officer's Representative (COR) in monitoring contractor progress in performing tasks and compiling inspection reports, and recommends contract terminations or modifications. Participants learn about the responsibility of CORs for providing oversight of O&M and Custodial contracts through the creation and management of statements of work, delegation of authority letters, quality control plans, and the quality assurance surveillance plans. Participants learn how to monitor contractor progress and performance through a partnership model with the contractor. Attendees learn about the necessary documents and processes required for monthly submission from a contractor along with contract closeout documents. Additionally, this course addresses the responsibility of the COR to earn Continuous Learning Points (CLPs) in order to achieve and maintain their COR certification.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of Contracting Officer Representative (COR) duties, responsibilities, training, certification and maintenance of certification.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"10.3.2. Demonstrate knowledge of rules and requirements for purchasing products and services.",null,"FM",null,"✔/CDA","Attendees are given an overview of the GSA FMs role as a Contracting Officer's Representative (COR) including key duties and expectations for managing oversight of GSA owned and leased buildings and properties with the O&M through the creation and management of building operations plan, quality control plan, and quality assurance surveillance plan.","Attendees will gain knowledge of the components of contracts administration including the role of a Contracting Officer's Representative (COR) in monitoring contractor progress in performing tasks and compiling inspection reports, and recommends contract terminations or modifications. Participants learn about the responsibility of CORs for providing oversight of O&M and Custodial contracts through the creation and management of statements of work, delegation of authority letters, quality control plans, and the quality assurance surveillance plans. Participants learn how to monitor contractor progress and performance through a partnership model with the contractor. Attendees learn about the necessary documents and processes required for monthly submission from a contractor along with contract closeout documents. Additionally, this course addresses rules and authorities specifying how COR's are unable to effect a contract's price, quality, quantity, delivery, period of performance, and other contract terms.",null,"Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss COR duties and expectations, it is not clear if the course materials provide knowledge about rules and requirements for purchasing products and services, such as simplified acquisition procedures and purchase limits. Provide clarification and course content relevant to this specific performance  criteria.    ","Request rescinded."]
[null,null,null,"10.3.3. Demonstrate ability to assess technical requirements needed to ensure delivery and quality of services/products.",null,"FM",null,"✔","Attendees are given an overview of the GSA FMs role as a Contracting Officer's Representative (COR) including key duties and expectations for managing oversight of GSA owned and leased buildings and properties by assessing technical requirements in partnership with the O&M through the creation and management of building operations plan, quality control plan, and quality assurance surveillance plan.","Attendees will gain knowledge of the components of contracts administration including the role of a Contracting Officer's Representative (COR) in monitoring contractor progress in performing tasks and compiling inspection reports, and recommends contract terminations or modifications. Participants learn about the responsibility of CORs for providing oversight of O&M and Custodial contracts through the creation and management of statements of work, delegation of authority letters, quality control plans, and the quality assurance surveillance plans. Participants learn how to monitor contractor progress and performance through a partnership model with the contractor. Attendees learn about the necessary documents and processes required for monthly submission from a contractor along with contract closeout documents. Additionally, this course addresses rules and authorities specifying how COR's are unable to effect a contract's price, quality, quantity, delivery, period of performance, and other contract terms.","Yes, based on the review of the learning objectives and the skills/materials provide the ability to assess technical requirements needed to ensure delivery and quality of services/products.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss COR duties and expectations, it is not clear if the course materials covers the ability to assess (e.g. review, understand, rank, integrate, etc.) the technical requirements of a contract. Provide clarification and course content relevant to this specific performance  criteria.    ","The EFM course covers knowing and understanding aspects of contracts including the technical requirements. This is covered in more detail in Module 4: Understanding your Building Contracts and Module 6: Custodial and Related Services. We spend considerable time throughout the course stressing the importance of knowing and understanding the current contracts, also how to deal with issues that occur during the course of contract execution. How to read and understand those documents critically. How to evaluate if activities require scope changes or not and how to document those as they occur. How to deal with incongruities in scope or direction and how to resolve those issues themselves or with the Contracting Officer, where necessary.","●  Module 4: Understanding your Building Contracts \n●  Module 6: Custodial and Related Services.","Yes"]
[null,null,null,"10.3.4. Demonstrate ability to create an effective Statement Of Work (SOW) for COR or Contracting Officer to ensure proper procurement of a product or service.",null,"FM","✔",null,"Attendees are given an overview of the GSA FMs role as a Contracting Officer's Representative (COR) including key duties and expectations for managing oversight of GSA owned and leased buildings and properties by assessing technical requirements in partnership with the O&M through the creation and management of building operations plan, quality control plan, and quality assurance surveillance plan.","Attendees will gain knowledge of the components of contracts administration including the role of a Contracting Officer's Representative (COR) in monitoring contractor progress in performing tasks and compiling inspection reports, and recommends contract terminations or modifications. Participants learn about the responsibility of CORs for providing oversight of O&M and Custodial contracts through the creation and management of statements of work, delegation of authority letters, quality control plans, and the quality assurance surveillance plans. Participants learn how to monitor contractor progress and performance through a partnership model with the contractor. Attendees learn about the necessary documents and processes required for monthly submission from a contractor along with contract closeout documents. Additionally, this course addresses rules and authorities specifying how COR's are unable to effect a contract's price, quality, quantity, delivery, period of performance, and other contract terms.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include ability to create an effective Statement Of Work (SOW) for COR or Contracting Officer to ensure proper procurement of a product or service.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss COR duties and expectations, it is not clear if the course materials covers the ability to create all components of an effective statement of work. Provide clarification and course content relevant to this specific performance  criteria.    ","The EFM course covers knowing and understanding aspects of contracts including the technical requirements. This is covered in more detail in Module 4: Understanding your Building Contracts and Module 6: Custodial and Related Services. We spend considerable time throughout the course stressing the importance of knowing and understanding contracts, also how to deal with issues that occur during the course of contract execution to ensure proper procurement of a service and/or product. How to read and understand those documents critically. How to evaluate if activities require scope changes or not and how to document those as they occur. How to deal with incongruities in scope or direction and how to resolve those issues themselves or with the Contracting Officer, where necessary.","●  Module 4: Understanding your Building Contracts \n●  Module 6: Custodial and Related Services.","Yes"]
[null,null,null,"10.3.5. Demonstrate knowledge of and ability to effectively govern/oversee a contract to ensure compliance and full value of the service or product being provided.","Governing / overseeing contractors requires individuals to understand:\no Quality Assurance Audits and Indicators\no Required Measurement and Verification\no Performance of Audits and Surveys \no Customer Satisfaction Surveys\no Compliance with Federal, State and Local regulations\no Compliance with all Safety laws and requirements\no Benchmarking Progress","FM",null,null,"Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance. Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through regular condition assessments and quality assurance.","Attendees will gain knowledge of the components of contracts administration including the role of a Contracting Officer's Representative (COR) in monitoring contractor progress in performing tasks and compiling inspection reports, and recommends contract terminations or modifications. Participants learn about the responsibility of CORs for providing oversight of O&M and Custodial contracts through the creation and management of statements of work, delegation of authority letters, quality control plans, and the quality assurance surveillance plans. Participants learn how to monitor contractor progress and performance through a partnership model with the contractor. This course provides GSA FMs and CORs with the tools needed to monitor, manage, and ensure proper performance of the contract. Additionally we discuss building technology systems that can monitor and assess performance of building systems and provide feedback to O&M contractors for best performance. The course addresses the GSA Tenant Satisfaction Survey (TSS), which is the agencies annual survey to understand tenants' workplace experience and satisfaction levels of facilities and their services. Attendees learn about the necessary documents and processes required for monthly submission from a contractor along with contract closeout documents. Additionally, this course addresses rules and authorities specifying how COR's are unable to effect a contract's price, quality, quantity, delivery, period of performance, and other contract terms.","Partial.  This training resource received partial credit because it provides knowledge of effectively govern/oversee a contract for 4 of the 7 topics covered in the performance:\no Quality Assurance Audits and Indicators\no Performance of Audits and Surveys \no Customer Satisfaction Surveys\no Benchmarking Progress\n\nThe training resource does not include content on the remaining topics: \no Required Measurement and Verification\no Compliance with Federal, State and Local regulations\no Compliance with all Safety laws and requirements","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss COR duties and expectations, it is not clear if the course materials cover all required aspects of the performance, i.e. ensuring QA, audits, surveys,  M&V, compliance, and benchmarking requirements have been properly met. Provide clarification and course content relevant to this specific performance  criteria.    ","The EFM course instructs GSA FMs about quality assurance audits, performance audits and surveys to ensure contract compliance. We train on the use of GSA's standard performance reporting forms and a variety of tools that manage and track contract performance. Attendees are taught about the importance of consistent contract auditing to properly document contract compliance, including benchmarking and trend analysis of both staff and system performance. Additionally, attendees are taught best practices on utilizing GSA enterprise tools for tracking work orders, building systems performance and other requirements covered by this performance. These are covered in-depth in Modules 4, 5, 6, and 8. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."," ●  Modules 4, 5, 6, and 8","Yes"]
[null,null,"10.4. Budget Formulation and Execution\n","10.4.1. Demonstrate ability to develop and manage a project/program budget.",null,"FM"]
[null,null,null,"10.4.2. Demonstrate knowledge of budget submission requirements.",null,"FM"]
[null,null,null,"10.4.3. Demonstrate knowledge of historical budget records and costs and how to use in forecasting.",null,"FM"]
[null,null,null,"10.4.4. Demonstrate ability to quantify potential for cost savings and cost avoidance.",null,"FM","✔"]
[null,null,null,"10.4.5. Demonstrate ability to use LCCA in budget preparation.",null,"FM"]
[null,null,null,"10.4.6. Demonstrate ability to identify quantitative and qualitative risks. ",null,"FM"]
[null,null,null,"10.4.7. Demonstrate ability to advocate for funding using economic analysis.",null,"FM",null,"✔/CDA"]
[null,null,null,"10.4.8. Demonstrate ability to prioritize projects/programs based on funding levels.",null,"FM"]
[null,null,null,"10.4.9. Demonstrate ability to manage operating budget and produce required financial reports. ",null,"FM"]
[null,null,null,"10.4.10. Demonstrate knowledge of invoice/expenditure approval processes.",null,"FM"]
[null,null,null,"10.4.11. Demonstrate ability to recommend/conduct funding reallocation based on changing priorities.",null,"FM"]
[null,null,null,"10.4.12. Demonstrate ability to conduct periodic financial reviews and produce required reports.",null,"FM"]
[null,"11. Leadership and Innovation","11.1. Communication and Administration","11.1.1. Demonstrate ability to communicate clearly.","Clear communication requires individuals to:\n\no Write clear, concise, and well organized documents\no Speak in a clear, concise, and well organized manner (public and interpersonal)\no Listen effectively and communicate understanding\no Give direction\no Actively clarify interpretations and confirm understanding\no Make oral presentations\no Present information visually\no Use communication technologies\no Conduct effective meetings\no Comprehend written and graphic information\no Comprehend financial and technical information\no Negotiate for services, resources, information and commitments\no Establish personal and professional networks","FM"]
[null,null,null,"11.1.2. Demonstrate ability to supervise personnel as required.","Supervision of personnel requires individuals to:\no Plan staffing needs and requirements\no Hire, contract, reassign, retrain, right-size\no Coordinate personnel assignments\no Coordinate work performed as contracted services\no Evaluate performance\no Support personnel development\no Provide leadership","FM","✔"]
[null,null,null,"11.1.3. Demonstrate ability to perform administrative duties.","Performing administrative duties requires individuals to:\no Administer policies, procedures and practices\no Administer the acquisition, distribution and use of material resources\no Maintain documentation systems","FM",null,null,"Attendees are given an overview of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plans, quality control plans, and quality assurance surveillance plans. Participants learn how to manage oversight of building systems and properties through regular condition assessments, documentation, and conducting other administrative duties as it relates to contract management.","Attendees will gain knowledge of all GSA building systems and their responsibility for managing oversight of those systems with the O&M through the creation and management of building operations plans, quality control plans, and the quality assurance surveillance plans. The course covers the creation of building operations plans, which includes a quality control plan, preventive maintenance plan, and comprehensive practices and procedures conducting condition assessments and quality assurance. Participants learn how to maintain documents in building management tools like N-CMMS for the documentation of call-logs, inspection forms, and condition assessments. For FMs in leased facilities the course also teaches FM and LAM responsibility for space condition assessments and inspections along with the proper means for documenting conditions. Documentation and record keeping is also addressed in the inspections and surveys and risk management modules. Corporate, life safety, and regulatory compliance documents and forms for reporting injuries and annual risk assessments are also covered by the risk management and inspections and survey course modules.","Partial.  This training resource received partial credit because it provides knowledge of administrative duties for 2 of the 3 topics covered in the performance: \n\no Maintain documentation systems\n\nThe training resource does not include content on the remaining topics: \no Administer the acquisition, distribution and use of material resources\no Administer policies, procedures and practices","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss the development of various plans, contract administration, and document maintenance, it is not clear if the course materials cover the following key components of administrative duties: \n\no Administer policies, procedures and practices\no Administer the acquisition, distribution and use of material resources \n\nProvide clarification and course content relevant to this specific performance  criteria.    ","Th EFM Course was designed by the OFM Program Office to address the administrative duties expected of a GSA FM. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,"11.2. Personnel","11.2.1. Demonstrate knowledge and ability to ensure corporate, life safety, and regulatory compliance. ","Corporate, safety and regulatory compliance includes:\no Evaluate and manage the facility’s support of organizational goals and objectives.\no Monitor changes in laws and regulations.\no Assure the facility and its operation complies with laws and regulations\no Monitor and assure changes in the facility function and services\no Monitor information and trends about human and environmental concerns\no Ensure training is conducted to maintain safe and effective use of the facility\no Conduct due diligence studies","FM",null,null,"Attendees will gain knowledge of the regulatory drivers that require GSA and O&M contractors to maintain a safe and healthy workplace for contractors and occupants in accordance with NFPA, EPA, GSA, and OSHA regulations and standards. Attendees are taught how to manage the creation of a building operations plan, safety and health plans, and occupant emergency plans, which includes all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for demonstrating and monitoring corporate, life safety, and regulatory requirement compliance for building systems operations in accordance with performance in the building operations plan.","This course teaches GSA FM's role in overseeing O&M contractors and building occupants comply with corporate, life safety, and regulatory compliance during the risk management module, which covers fire and life safety, occupational safety and health, indoor air quality, and environmental compliance. Participants gain an understanding of regulatory drivers: NFPA 25, NFPA 72, and NFPA 101. Attendees will gain knowledge of the FMs responsibility for overseeing O&M contractors role in fire prevention through the creation and maintenance of a building operations plan. The building operations plan covers the operation of fire alarms, testing, and maintaining fire alarm systems. Fire protection and its components are covered in the inspections and surveys and risk management modules. The instructor uses a slide presentation to cover fire, health and life safety, fire prevention and awareness best practices, fire protection roles and responsibilities, fire alarm activation reporting procedures, fire extinguisher preventative maintenance, and fire incident notification and investigation. Attendees are taught NFPA 72 including fire prevention systems, personnel qualifications, and potential code problems. The course teaches the following OSHA regulations: 29 CFR 1960 GSA and Federal Agency Responsibilities, 29 CFR 1910 General Workplace Safety, and 29 CFR 1926 Construction Safety. Attendees learn how to conduct the Annual Occupational Safety and Health Survey to ensure compliance with OSHA. They also learn how to use and maintain the GSA Consolidated Risk Management Survey (CRMS), which highlights a facilities risk to ensure regulatory compliance. The course teaches attendees about the roles and responsibilities of various offices and organizations that assure compliance with corporate and life safety regulatory compliance.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and ability to ensure corporate, life safety, and regulatory compliance. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss many of the requirements of the performance, it is not clear if the course materials address the following topics which are part of this performance:\n\no Evaluate and manage the facility’s support of organizational goals and objectives.\no Monitor information and trends about human and environmental concerns\no Ensure training is conducted to maintain safe and effective use of the facility\no Conduct due diligence studies\n\nProvide clarification and course content relevant to this specific performance  criteria.    ","The EFM Course instructs GSA FMs about how to support internal and external agency goals and objectives - Module X. This course also instructs attendees about human and environmental trends which are covered in Module 3: Day in the Life of an FM, Module 8: Inspections and Surveys, and Module 9: Risk Management. Module 8: Inspections and Surveys and Module 9: Risk Management addresses training conducted to maintain safe and effective use of facilities. The course addresses due diligence surveys conducted by GSA including OFM's Management Analysis and Review Survey (MARS). Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 3: Day in the Life of an FM, \n● Module 8: Inspections and Surveys\n● Module 9: Risk Management.","Yes"]
[null,null,null,"11.2.2. Demonstrate knowledge and ability to develop, test and train personnel on emergency systems, plans and procedures.","Emergency systems, plans, and procedures require individuals to:\no Develop or participate in the development of emergency plans\no Assure people are trained in emergency procedures\no Assure all emergency systems and procedures are tested as planned\no Assure emergency drills and conducted\no Develop or participate in the development of recovery plans","FM",null,null,"Attendees are taught how to manage the creation of a building operations plan, safety and health plans, and occupant emergency plans, which includes all activities in this performance. They will learn how to manage and provide oversight during contingency operations of the O&M contractor who is responsible for building systems operations and performance in the building operations plan. Attendees are taught the various roles and responsibilities that support, manage, and oversee emergency plans and procedures in modules on risk management including fire and life safety, occupational safety and health, indoor air quality, and environmental compliance along with security.","Attendees are taught how to manage the creation of a building operations plan, safety and health plans, and occupant emergency plans, which includes all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for emergency systems operations and performance in the building operations plan. The building operations plan addresses the O&M and GSA FM's roles and responsibilities for building systems and emergency building systems. Participants learn about required qualifications for the O&M to demonstrate, test, and train their personnel on emergency systems, plans, and procedures. The course teaches attendees about the roles and responsibilities of various offices and organizations supporting emergency systems, planning, and procedures including: building security at the various federally owned and leased buildings supported by the U.S. Marshals Services, Court Security Officers, Protective Security Officers, and the Federal Protective Service; the role of Fire Incident Coordinators and Regional Fire Protection Program Offices in managing and certifying fire prevention systems; and GSA's Office of Mission Assurance which develops, tests, and trains emergency plans and procedures.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and ability to develop, test and train personnel on emergency systems, plans and procedures.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"11.2.3. Demonstrate knowledge of Equal Employment Opportunities (EEO), Affirmative Action Plans (AAP) and diversity awareness.",null,"FM",null,"CDA"]
[null,null,"11.3. Innovation\n","11.3.1. Demonstrate knowledge and ability to investigate ways to improve facility services.",null,"FM",null,null,"Attendees are given an overview of GSA facility services and their responsibility for managing oversight of mechanical and custodial services with the O&M through the creation and management of a building operations plan, quality control plan, and quality assurance surveillance plan. Attendees learn how to apply customer service and communications techniques to identify ways to improve facility services.","Attendees are given an overview of GSA facility services and their responsibility for managing oversight of mechanical and custodial services with the O&M through the creation and management of a building operations plan, quality control plan, and quality assurance surveillance plan. The course covers the creation of quality assurance surveillance plan, which sets performance-based contracting methods to ensure that the required performance levels are achieved by the O&M. These plans are building specific and address facilities services covered by the Tenant Satisfaction Survey, which is GSA's annual survey to understand tenants' workplace experience and satisfaction levels of facilities and their services. The course covers regular, periodic condition assessments as part of the FMs responsibility while conducting daily tours and the importance of establishing a quality assurance surveillance plan.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and ability to investigate ways to improve facility services.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"11.3.2. Demonstrate knowledge and ability to assess risks and opportunities.",null,"FM",null,null,"Attendees learn how to prepare, understand, and address results of OSHA's Annual Occupational Health Survey, GSA's risk management survey that covers fire protection, health and safety, and environment, GSA's Tenant Satisfaction Survey (TSS), and the GSA Management Analysis Review Survey (MARS) program for business lines to measure and assess functional and administrative operations.","Attendees are given an overview of GSA facility services and their responsibility for managing oversight of mechanical and custodial services with the O&M through the creation and management of a building operations plan, quality control plan, and quality assurance surveillance plan. Participants learn about GSA FMs role in preparing, understanding, and addressing results of OSHA's Annual Occupational Health Survey, GSA's risk management survey that covers fire protection, health and safety, and environment, GSA's Tenant Satisfaction Survey (TSS), and the GSA Management Analysis Review Survey (MARS) program for business lines to measure and assess functional and administrative operations.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge and ability to assess risks and opportunities.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss GSA's Risk Management Survey, the FM's role in QA and QC, and GSA's Tenant Satisfaction Survey, it is not clear if the materials cover how to conduct a high level assessment of risks and opportunities. Provide clarification and course content relevant to this specific performance  criteria.","The EFM Course instructs GSA FMs how to identify opportunities and risks at the facility-level in all modules. Course attendees are taught how to identify immediate and long-term risks for building systems and technology, building envelop, health and safety risks, conservation and sustainability risks, and risks with tenants. The course also teaches attendees about opportunities for mitigating risks and improving their facilities. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs."]
[null,null,null,"11.3.3. Demonstrate knowledge and ability to conduct pilot tests when developing new procedures.",null,"FM"]
[null,null,null,"11.3.4. Demonstrate knowledge of Federal government “Knowledge Hubs.”","Examples of Federal Knowledge Hubs include: Whole Building Design Guide, Fed Center) www.wbdg.org and www.fedcenter.gov. ","FM",null,"✔/CDA","Attendees are taught about facilities management knowledge hubs including other Federal departments and agencies along with online resources. The conservation and sustainability module includes information on relevant sustainability and innovation resources and programs.","Attendees are taught about facilities management knowledge hubs including other Federal departments and agencies along with online resources. The conservation and sustainability module includes information on relevant sustainability and innovation resources and programs. Attendees also are this information in the EFM Toolkit.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include Knowledge Hubs include: Whole Building Design Guide, Fed Center) www.wbdg.org and www.fedcenter.gov. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss Federal Knowledge Hubs, it is not clear if the hubs listed by the performance (Whole Building Design Guide, Fed Center) www.wbdg.org and www.fedcenter.gov.) are covered and at what level of detail.  Provide clarification and course content relevant to this specific performance  criteria.    ","See Module 10: Conservation and Sustainability (slide 114). These knowledge hubs are also provided in a toolkit for course attendees, which is also acknowledged in the course. The toolkit is a consolidated portal of documents, links, and other references made throughout the course.","●  Module 10: Conservation and Sustainability (slide 114)","Yes"]
[null,null,null,"11.3.5. Demonstrate knowledge of the offices, programs and National Labs at DOE that drive innovation in Facilities operation and management. ","Examples of offices, programs and labs include: Office of Energy Efficiency and Renewable Energy (EERE) Federal Energy Management Program (FEMP), Lawrence Berkeley National Lab (LBNL).","FM",null,"✔/CDA","Attendees are taught about innovative facilities management and operations offices and programs including other Federal departments and agencies. The conservation and sustainability module includes information on relevant sustainability and innovation offices and programs.","Attendees are taught about innovative facilities management and operations offices and programs including other Federal departments and agencies. The conservation and sustainability module includes information on relevant sustainability and innovation offices and programs. Attendees also are this information in the EFM Toolkit.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of the offices, programs and National Labs at DOE that drive innovation in Facilities operation and management. ","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss innovative FM offices and programs, it is not clear if the offices, programs, and labs listed by the performance (such as EERE, FEMP, and LBNL) are discussed and at what level of detail. Provide clarification and course content relevant to this specific performance  criteria.    ","See Module 10: Conservation and Sustainability (slide 114). These knowledge hubs are also provided in a toolkit for course attendees, which is also acknowledged in the course. The toolkit is a consolidated portal of documents, links, and other references made throughout the course.","●  Module 10: Conservation and Sustainability (slide 114)","Yes"]
[null,null,null,"11.3.6. Demonstrate knowledge of GSA’s Green Proving Ground Program.",null,"FM",null,"✔/CDA","Attendees are taught about GSA's Green Proving Ground Program and their role in piloting new sustainability technologies. Additionally FMs learn about the role of GSA’s Green Proving Ground program in leveraging GSA’s real estate portfolio to evaluate innovative sustainable building technologies and practices.","Attendees are taught about GSA's Green Proving Ground Program and their role in piloting new sustainability technologies. Additionally FMs learn about the role of GSA’s Green Proving Ground program in leveraging GSA’s real estate portfolio to evaluate innovative sustainable building technologies and practices. Attendees also are this information in the EFM Toolkit.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of GSA’s Green Proving Ground Program.","Yes","Yes","Yes","Yes","Yes","No"]
[null,null,null,"11.3.7. Demonstrate ability to translate innovative ideas into actionable tasks.","Translating ideas into actionable tasks requires individuals to:\no Work with occupants, and facilities’ team to analyze and ensure alignment of Facilities with the mission of Dept./Agency on a macro level and the specific occupant’s deliverables on a micro level\no Work with occupants, and facilities’ team to integrate people, places, processes and technologies throughout all interconnected organizations\no Using knowledge gained from the above sources and ingenuity born from day-to-day in the field operations, find ways to innovate across traditional macro and micro organizational boundaries","FM","✔"]
[null,null,"11.4. Enterprise Knowledge and Strategic Decision Making\n","11.4.1. Demonstrate ability to participate in the organization’s strategic planning at the executive level in order to translate between the organization’s missions and its facilities portfolio and clearly communicate how real estate and facilities can support these missions.",null,"FM",null,"✔"]
[null,null,null,"11.4.2. Demonstrate knowledge of agency facilities role in supporting broader National Security goals including: operations, training and disaster response. ",null,"FM",null,"✔"]
[null,null,null,"11.4.3. Demonstrate knowledge and ability to drive a “Change Management” process - a structured approach to shifting/transitioning individuals, teams, and organizations from a current state to a desired future state.",null,"FM"]
[null,null,null,"11.4.4. Demonstrate knowledge and ability to move from the Operational (the who and when of things getting done) to Tactical (what we do) to the Strategic (why we do what we do).",null,"FM",null,"✔"]
[null,null,null,"11.4.5. Demonstrate ability to strategically allocate all forms of “capital” – human(people), physical(facilities), economic(money) and environmental (land and resources). ",null,"FM",null,"✔"]
[null,null,null,"11.4.6. Demonstrate ability to provide decision makers with better information about the total long-term costs and consequences of a particular course of action. ",null,"FM","✔","✔"]
[null,"12. Performance Measures","12.1. Acquiring Data","12.1.1. Demonstrate knowledge of the differences between quantitative and qualitative data and how to gather/calculate each. ",null,"FM"]
[null,null,null,"12.1.2. Demonstrate knowledge of key building performance measures, where and how to read them, and reporting requirements.",null,"FM","✔","✔","Attendees are taught how to manage the creation of a building operations plan, which will include all activities in this performance. They will learn how to manage and provide oversight of the O&M contractor who is responsible for building systems operations and performance.","GSA Facilities Managers are taught the importance of collecting and monitoring building systems' operating and performance data. GSA FMs are responsible for ensuring that O&M staff are regularly performing these activities. This course provides GSA FMs with the tools needed to monitor, manage, and ensure proper performance of the contract and the performance of specific building components.","Yes, based on the review of the learning objectives and the skills/materials covered, the topics listed should include knowledge of key building performance measures, where and how to read them, and reporting requirements.","Yes","Yes","Yes","Yes","Yes","Yes","While the course materials discuss oversight of the O&M contractor, it is not clear if the course materials covers an understanding of the key building performance measures that the O&M contractor will collect and report. Provide clarification and course content relevant to this specific performance  criteria.    ","The EFM Course addresses this performance especially in Module 4: Understanding your Building Contracts. That module addresses the key components of performance measures for O&M Contractors. Module 12: Building Systems and Data also provides performance measures for the GSA FM to collect and use to report on the facilities performance. The Tenant Satisfaction Survey also serves as a performance measure for how the facility is performing, including how the FM and all contractors are performing, which is discussed at length in the EFM course. Given that this is a required performance for GSA FMs we feel the training given is adequate for their needs.","●  Module 4: Understanding your Building Contracts. \n●  Module 12: Building Systems and Data ","Yes"]
[null,null,null,"12.1.3. Demonstrate ability to determine what records provide the “best fit” data for strategic decision making – situation and desired outcome dependent.",null,"FM"]
[null,null,"12.2. Establishment and Implementation\n\n","12.2.1. Demonstrate knowledge of Performance Measurement concepts (SMART - Specific, Measurable, Achievable, Results-focused, Time-bonding).",null,"FM","✔","✔/CDA"]
[null,null,null,"12.2.2. Demonstrate ability to use measures to inform decision-making and resource allocation. ",null,"FM"]
[null,null,null,"12.2.3. Demonstrate knowledge of cascading Key Performance Indicators (KPI) that can be used to measure how well mission, management, program and individual goals are being met.",null,"FM","✔"]
[null,null,null,"12.2.4. Demonstrate ability to establish baselines from which progress toward attainment of goals can be measured.",null,"FM","✔"]
[null,null,null,"12.2.5. Demonstrate ability to establish feedback systems to support continuous improvement of an organization’s processes, practices, and results (outcomes). ",null,"FM","✔"]
[null,null,null,"12.2.6. Demonstrate knowledge of how to combine single building metrics into a system to measure the performance of buildings portfolio in support of the organization’s overall mission. ",null,"FM"]
[null,null,null,"12.2.7. Demonstrate knowledge of current portfolio-level performance indicators.","Some examples of portfolio level indicators include:\no Facilities Condition Index or Asset Utilization Index (measures portfolio against mission)\no Current Replacement Value (total amount of money invested in portfolio)\no Plant Replacement Value (cost to replace facilities assets in today’s dollars and using today’s methods)\no Sustainment Rate (adequacy of funding maintenance and repair)","FM"]
[null,null,null,"12.2.8. Demonstrate knowledge of the Federal Real Property Profile and ability to acquire, maintain and validate data as required for federal facilities.  ",null,"FM",null,"✔"]
[null,null,null,"12.2.9. Demonstrate ability to perform a sensitivity analysis on proposed measures to understand and provide input for qualitative and quantitative key performance indicators (KPIs) for measuring aspects of facilities operations and management.","o Examples of KPI's include: Total number and size of facilities, Facility types, age and location, Plant Replacement Value (PRV), Facilities Condition Index (FCI)/Installation Readiness Report, Deferred Maintenance/Facilities Revitalization Rate, Asset Utilization Index, Recapitalization Rate.\n\no Some additional KPIs used by organizations for qualitative aspects of facility performance include: Cost effectiveness, Customer satisfaction, Process efficiencies.\n \no Sensitivity analysis helps to determine the how much affect various controllable and uncontrollable drivers have.  Examples of this are: Funding, weather, retirements, individual performance, training, etc.\n","FM",null,"✔"]

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["Performances ","Performance Additional Comments","CDA proficiency levels","Description","URL","URL2","URL3","URL4"]
["2.5.1. Demonstrate knowledge of FEMP's O&M Best Practices.","Reference: FEMP O&M Best Practices Guide Rev 3.0.",100,"1. Navigate to the online reference: FEMP - Operation and Maintenance Best Practices (Release 3.0)\r.\n2. Read 10 Steps to Operational Efficiency (Page 291-292).\n\r3. Discuss how this information can be applied in your building with your supervisor.\r\r","https://energy.gov/sites/prod/files/2013/10/f3/omguide_complete.pdf"]
["2.5.3. Demonstrate knowledge of and the ability to perform testing and obtain measurements required for predictive maintenance.","Definition: Predictive maintenance attempts to detect the onset of a degradation mechanism with the goal of correcting that degradation prior to significant deterioration in the component or equipment.",100,"1. Navigate to the online reference: FEMP - Operation and Maintenance Best Practices (Release 3.0)                                                                                                                                                                                                                                                                                                                                                                    \n2. Read Chapter 6 on Predictive Maintenance.                                                                                                                                                                                                                                                                                                                                                                                                                                                                            \n3. Discuss with your supervisor to show your understanding of what predictive maintenance technologies are found in the buildings you work in.","https://energy.gov/sites/prod/files/2013/10/f3/omguide_complete.pdf"]
["2.5.5. Demonstrate knowledge of new technology and tools targeting increased efficiency of O&M.\n","Refer to FEMP O&M Best Practices Guide Rev 3.0.",100,"1. Navigate to the online reference: FEMP - Operation and Maintenance Best Practices (Release 3.0)                                                                                                                                                                                                                                                                                                                                                               \r2. Read Chapter 10 on O&M Frontiers. \r                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               3. Discuss with your supervisor the more common commercially available technologies and tools targeting the increased efficiency of O&M, show your understanding of what new technologies or tools can be used to assist in increasing efficiency in the buildings you work in.","https://energy.gov/sites/prod/files/2013/10/f3/omguide_complete.pdf"]
["2.5.6. Demonstrate knowledge of ISO 41001 Facility Management-Management System and ISO 50001 Energy Management System",null,100,"1.  Familiarize yourself with the most current version of the following ISO standards: ISO 41001 Facility Management-Management System and ISO 50001 Energy Management System\n2. Demonstrate understanding of how they relate to the performance of Facilities O&M and identify areas of improvement that you could implement in your facility.                                                                           \n3. Discuss with your supervisor how to find the standards and how they are applicable to your buildings. "]
["4.1.4. Demonstrate knowledge of Enhanced Automation (EA) - California Energy Commission.","Definition: “the variety of potential strategies to increase the capability of the existing energy or building management systems to control current, and plan for future, building energy costs while maintaining the comfort and productivity of all building occupants.”\n",100,"1. Visit the site: California Energy Commission - Enhanced Automation\r                                                                                                                                                                                                                                                                                                                                                                                                                                 2. Read the case study that describes strategies to increase the capability of your existing energy or building management systems to control current, and plan for future, building energy costs while maintaining the comfort and productivity of all building occupants.\r                                                                                                                                                                                         \n3. Discuss with your supervisor about the strategies that can be implemented in the building you work in.","http://www.energy.ca.gov/reports/2002-06-20_400-02-005F.PDF "]
["4.2.2. Demonstrate knowledge of laws, regulations and Executive Orders that pertain to energy management, status of compliance and existing energy management plans.",null,100,"1. Visit GSA's SFTool site at the URL provided.  \n2. Explore resources that help explain laws and executive orders related to energy management.  \n3. On the DOE Requirements site, review Building Energy Use section and filtering capability.  The intent is to be familiar with these resources and how to find them.                                                                                                                                                                                                                                                                                                                     4. Discuss with your supervisor.\n5. Demonstrate your ability to find the current Executive Orders and the ones that have been archived.","https://sftool.gov/learn/2/legal-requirements ","https://www4.eere.energy.gov/femp/requirements/requirements_filtering/buildings_energy_use "]
["4.2.3. Demonstrate knowledge of the most current version of the ASHRAE Standards:  ANSI/ASHRAE Standard 55,  ASHRAE 62.1/62.2, ASHRAE/IESNA Std 90.1, and ASHRAE Std 189.1",null,100,"1.  Familiarize yourself with the most current version of the following ASHRAE standards address:  ANSI/ASHRAE Standard 55, ASHRAE/IESNA Std 90.1, ASHRAE 62.1/62.2, ASHRAE Std 189.1 and demonstrate understanding of how they relate to Energy Management.                                                                           \n2. Discuss with your supervisor how to find the references and what codes are applicable to your buildings.  Discuss where your buildings may meet or not meet the standards relating to Energy Management.\n"]
["4.3.1. Demonstrate knowledge of all types of Commissioning, the differences between them, and commissioning requirements in laws and executive orders.","Refer to EISA Section 432.\nExamples of types of commissioning: initial commissioning, retro-commissioning, re-commissioning, continuous (on-going) commissioning",100,"1. Navigate to the online reference: FEMP - Operation and Maintenance Best Practices (Release 3.0)\r                                                                                                                                                                                                                                                                                                                                                               2. Read Chapter 7 on commissioning in the O&M Best Practices Guide, and review requirements for commissioning under EISA Section 432.  \r \n3. Navigate to the online refence Definition of Covered Facility and discuss the concept of \"Covered Facility\" as it relates to the EISA Section 432                                                                                                                                                                                                                                                                             4. Discuss with your supervisor and demonstrate your understanding of all types of commissioning, including the costs, benefits and best application, and what is required in EISA Section 432. \r","https://energy.gov/sites/prod/files/2013/10/f3/omguide_complete.pdf","http://energy.gov/eere/femp/eisa-section-432-federal-facility-management-and-benchmarking-requirements  ","https://www4.eere.energy.gov/femp/requirements/laws_and_requirements/definition_covered_facilities_0"]
["4.3.3. Demonstrate knowledge of alternative financing options for energy projects.","Including Energy Savings Performance Contracting (ESPC), Power Purchasing Agreements (PPA), and Utility Energy Savings Contracts (UESC).\nKnowledge includes:\no Measurement and verification \no Energy Savings Companies (ESCO)\no Regulations pertaining to ESPCs\no Utility Financing\no Demand side management\no Savings determination\no Risk Assessment \no Loans, Stocks and Bonds ",100,"1. Visit the site on Project Funding \rat the URL provided.                                                                                                                                                                                                                                                                                                                                                                                                            2. Explore resources that help explain the various funding opportunities available to agencies for implementing energy- and water-saving projects. These funding opportunities include energy savings performance contracts (ESPCs), utility energy service contracts (UESCs), power purchase agreements (PPAs), and energy incentive programs.                                                                                                                                                                                                                                                                                                                                                                                                                          \r3. Discuss with your supervisor to show your understanding of measurement and verification, Energy Service Companies (ESCOs), regulations pertaining to ESPCs, utility financing, demand side management, savings determination, risk assessment, loans, stocks and bonds.\r","https://energy.gov/eere/femp/federal-energy-and-water-efficiency-project-financing"]
["4.4.1. Demonstrate knowledge of utility service providers for facility (ies).",null,200,"1. Familiarize yourself with the utility providers for your facility.                                                                                                                                                                                                                                                                                                                                                                                                                                         \r2. Discuss with your supervisor to show you understand what type of utilities are in your building and who are the providers.\r"]
["4.4.2. Demonstrate knowledge of utility meters – location, reading and data management.",null,200,"1. Identify the type of meters in your facility including their locations and what type of meters they are.  \r\n2.  Read each meter on three occasions over the period of three months and collect the data on a spreadsheet.  \n3.  Organize the data to show monthly and cumulative consumption totals.  \n4.  Discuss your findings with your supervisor and indicate how the information collected could help you manage the utilities in the building. ","https://energy.gov/eere/femp/metering-federal-buildings","https://energy.gov/sites/prod/files/2015/04/f21/mbpg2015.pdf"]
["4.4.3. Demonstrate knowledge of utility billing, rate structures, and special rate programs and incentives.",null,200,"1. Collect utility bills for your facility.  \n2. Identify on the bills the billing period and the billing rate structure.  \n3. Research any special programs and incentives available for your facility.  \n4. Discuss your findings with your supervisor. "]
["4.4.4. Demonstrate the ability to work with Facilities team to negotiate rates and discounts. ",null,200,"1. Collect the utility bills for your facility.  \n2.  Identify on the bills the billing period and the billing rate structure.  \n3.  Research additional rate structures available and identify ways to negotiate with your utilities providers.  \n4. Discuss with your supervisor to show how would you work with facilities teams to negotiate rates and discounts. "]
["4.4.5. Demonstrate knowledge of how to work with utility departments to locate lines.",null,200,"1. Review available drawings or documentation to determine where utility lines are on your property.  \n2. Determine resources for locating lines (e.g. in Virginia - miss utility and va811).\n3. Discuss your findings with your supervisor to show your knowledge of how to locate utility lines. ","http://va811.com/ ","http://www.missutility.net/ "]
["4.4.6. Demonstrate knowledge of utility emergency procedures and contacts. ",null,100,"1. Review the emergency procedures and contacts related to utility disruption for your facility.  Know who to contact within the building and outside providers in case of emergency. If no procedures exist, talk to your supervisor to determine the next step.\n 2. Discuss with your supervisor to demonstrate your understanding of the emergency procedures and your knowledge of the emergency contacts."]
["4.5.4. Demonstrate knowledge of energy budgeting practices.",null,200,"1. Familiarize yourself with the steps to plan and create an energy budget for your facility.                                                                                                                                                                                                                                                                                                                                                                                                                                         \r2. Discuss with your supervisor to show your understanding of how to develop an energy budget.\r"]
["4.5.8. Demonstrate knowledge and ability to develop UESC and ESPC projects. ",null,100,"1.  Review the FEMP Resource Federal Energy and Water Efficiency Project Financing.\n2.  Take the FEMP online course: Launching a Utility Energy Services Contract (UESC): Getting to Yes \n3. Discuss with your supervisor to demonstrate your understanding of the two types of contracts and which would be the best fit with the buildings you work in. \r","https://energy.gov/eere/femp/federal-energy-and-water-efficiency-project-financing","https://www4.eere.energy.gov/femp/training/training/launching-utility-energy-services-contract-uesc-getting-yes"]
["5.1.5. Demonstrate the ability to manage compliance with NFPA 70E 2018 for determining incident energy and marking the electrical components for the hazard distance and proper arc rated protective equipment.",null,100,"1. Navigate to the online reference: NFPA 70E -2018\n2. Read the standard to understand the requirements for safe work practices to protect personnel by reducing exposure to major electrical hazards.  \r\n3. Discuss with your supervisor to show your understanding of the standard and how to apply the standard to avoid workplace injuries and fatalities due to shock, electrocution, arc flash and arc blast. \r","http://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards/detail?code=70E"]
["6.1.1. Demonstrate knowledge and ability to conduct a needs assessment based on customer requests and develop appropriate project requirements. ",null,100,"1. Navigate to the online material related to projects and needs assessment, titled \"Functional / Operational\".  \n2. Identify the three overarching principles associated with ensuring functional building design and operations.  \n3. Identify your agency's requirements for needs assessments and project requirement developments.  \n4. Discuss your findings with your supervisor. ","http://www.wbdg.org/design/func_oper.php"]
["6.1.2. Demonstrate knowledge and ability to participate on teams which implement the  Agency/Department planning process to develop project requirements.","Knowledge required includes: Understanding tools (ex DD form 1391 or Prospectus) and funding thresholds to coordinate development of project requirements, project siting, estimate project costs, justify need, and develop scope. ",100,"1. Determine your agency's planning process to develop project requirements. \n2. Review available agency tools such as the DD form 1391 or Prospectus to assist in defying funding needed to coordinate the project, project location, estimate project costs, justify need, and develop scope.  \n3. Discuss with your supervisor to demonstrate what tools or processes are specific to your agency and relate to your facilities.  ","http://www.hnc.usace.army.mil/Media/Fact-Sheets/Fact-Sheet-Article-View/Article/482078/dd1391-processor-system/"]
["6.1.5. Demonstrate knowledge of green building certification systems used by the Federal government and industry.","Examples of green building rating systems include: Leadership Energy Environmental Design (LEED), Green Globes, Living Building Challenge, etc.",200,"1. Navigate to the online resource: GSA's Green Building Certification System Review reports.  \n2. Review the 2012 reports and identify the three certification systems that were determined to meet all of the screening criteria.  \n3. Identify the rating system used by your agency.  \n4. Review how these three systems cover the Guiding Principles. \n5. Discuss your findings with your supervisor and discuss which certification program best fits with your facility. ","http://www.gsa.gov/portal/content/131983"]
["7.2.2. Demonstrate knowledge of agency sustainability goals, metrics, and initiatives, such as those found in the Dept/Agency Strategic Sustainability Performance Plan (SSPP).",null,200,"1.  Review your Dept/Agency Strategic Sustainability Performance Plan (SSPP).  \n2.  Identify the agency's sustainability goals, metrics and initiatives that apply to facilities.  \n3.  Discuss with your supervisor to demonstrate your knowledge. ","https://obamaadministration.archives.performance.gov/content/climate-change-federal-actions.html "]
["7.2.3. Demonstrate knowledge of agency resiliency and adaption goals, metrics, and initiatives, such as those found in the Dept/Agency Resiliency and Adaptation Plan.",null,200,"1. Navigate to the four online references for general information on federal resilience policy and direction.\n2. Find and review your Dept/Agency Resiliency and Adaptation Plan.\n3. Identify the agency's resiliency goals, metrics and initiatives that apply to facilities or your role.  \n4. Discuss with your supervisor to demonstrate your knowledge. ","https://obamawhitehouse.archives.gov/the-press-office/2013/02/12/presidential-policy-directive-critical-infrastructure-security-and-resil","https://www.globalchange.gov/browse/federal-adaptation-resources  ","https://www.dhs.gov/presidential-policy-directive-8-national-preparedness ","https://www.fema.gov/media-library/assets/documents/132803\n"]
["8.1.2. Demonstrate knowledge of Federal water policy and goals found in Laws and Executive Orders.","Reference: \nhttp://energy.gov/eere/femp/water-efficiency-goal-guidance and \nSFTool- \nhttps://sftool.gov/explore/green-building/section/22/water/relevant-mandates-and-rating-systems#mandates",100,"1.  Visit at least two of the three web resources:\n GSA's SFTool site - Relevant Mandates and Rating Systems for Water; and the DOE site for Water Efficiency Goal Guidance or Federal Laws and Requirements Search _ Water Use Reduction. \n2. Review the references and how they relate to water efficiency and the water efficiency goal guidance. The intent is to be familiar with these resources and how to find them.  \n3. Discuss with your supervisor how to find the references and where your buildings may meet or not meet the standards relating to water efficiency and agency goals.\n","https://sftool.gov/explore/green-building/section/22/water/relevant-mandates-and-rating-systems#mandates ","http://energy.gov/eere/femp/guidance-meeting-executive-order-13693-water-provisions","https://www4.eere.energy.gov/femp/requirements/requirements_filtering/water_use_reduction "]
["8.1.3. Demonstrate knowledge of current Dept/Agency water guidance – Uniform Facilities Code (UFC), Department or agency guidebooks.",null,200,"1. Follow the first URL to the Whole Building Design Guide website GSA Criteria. \n2. Review the design criteria related to plumbing fixtures as identified in the P­100, Facilities Standards for Public Building Service, Chapter 5, Mechanical Engineering, 5.3.6 Plumbing Fixtures. \n3. Follow URL 2 to EPA's WaterSense Program. \n4. Review standards for WaterSense plumbing fixture product labeling. \n5. Explore the Product Search feature also on this page. \n6. Review your agency water efficiency goals.\n7. Discuss with your supervisor how to find the references and where your buildings may meet or not meet the standards relating to water efficiency and agency goals.","• P100 / UFC: http://www.wbdg.org/ccb/browse_cat.php?c=130  ","EPA WaterSense: http://www3.epa.gov/watersense/about_us/watersense_label.html"]
["8.2.1. Demonstrate knowledge and ability to conduct both a Top-down and Bottom-up water audit.","o Top-down:\n    • Focus on the total system to set priorities\n    • Comprehensive scope\n    • Goals, objectives, procedures are then pushed down to the individual parts\n\no Bottom-up:\n    • Focus on the specifics of each end-use\n    • Sum the parts to define the whole\n    • Goals, objectives, procedures are developed at the lower levels and pushed upward",100,"1. Follow the first URL to the EPA document- Water Audits and Water Loss Control for Public Water Systems. \n2. Read through the document and review in detail Step 1 how to complete a Water Audit (page 4)  \n7. Discuss with your supervisor the difference between a Top down and a Bottom up audit, and how they can be implemented in your facility.","https://www.epa.gov/sites/production/files/2015-04/documents/epa816f13002.pdf"]
["9.1.1. Demonstrate ability to work in integrated project teams to execute, small, medium and large projects.","Integrated teams may include: Facility Managers, Building Operating Engineers, Planners, Contracting Officers, Contractors, Occupants etc.",100,"1. Navigate to the online reference: Project Delivery Teams.  \n2. Review the material to understand the importance of integrated teams.  \n3. Identify what role you would play in an integrated project team.  \n4. Discuss with your supervisor to share your experiences and show your ability to participate in integrated project teams in small, medium and large projects. ","http://www.wbdg.org/project/deliveryteams.php "," "]
["9.1.2. Demonstrate knowledge and ability to follow Project Management processes and procedures per your organization’s preferred methodology. ","Following an organization's preferred process or methodology (ex. ISO 9000, PMI, WBS, in-house system, etc) requires individuals to:\no Conduct needs assessment and define project requirements\no Estimate costs and develop Project Plan and Project timeline\no Develop project communications plan\no Obtain any required project permits\no Develop project accounting procedures\no Ensure regulatory compliance   ",100,"1. Identify your agency project management processes and procedures and relevant training. If no procedures exist, talk to your supervisor to determine the next step. \n2. Identify specific requirements that you should apply to your facilities projects.  \n3. Discuss your findings with your supervisor.    "]
["9.1.3. If project will be completed by contractors, demonstrate the ability to provide technical support to the organization's procurement process.                                            ","Supporting the contract procurement process requires individuals to:\no Develop a Scope Of Work (SOW) and Request For Proposal (RFP) incorporating energy and sustainability goals.\no Work with procurement team to select contractor\no Review Contractor Plans\no Work with Contracting Officer on all contract administration requirements",200,"1. Determine what your agency facility procurement process is and the resources available to support the process. If no procedures exist, talk to your supervisor to determine the next step.  \n2. Document specific requirements that could impact your facility projects relating to developing a scope of work (SOW), request for proposal (RFP), selection of contractor, reviewing of contractor plans, and working with contracting officer on contract administration.  \n3. Identify sustainable procurement requirements that could impact your facility projects as well as how you can incorporate sustainability goals into the SOW and RFP.  4.  Discuss your findings with your supervisor. "]
["9.2.1. Demonstrate ability to manage and coordinate project execution using agency project management processes and procedures.","Managing and coordinating projects requires individuals to:\no Ensure facility services are maintained during project execution\no Assign project resources\no Inspect project work\no Manage impacts of project on existing facility\no Conduct project meetings\no Report project progress\no Monitor project costs\no Monitor project schedules   \no Develop quality control plans",100,"1. Navigate to the online resource: Project Planning, Delivery, and Controls. \n2. Identify your agency project management processes and procedures.  \n3. Document specific requirements that could impact your facility projects.  \n4. Discuss your findings with your supervisor.  ","http://www.wbdg.org/project/pm.php "]
["9.3.1. Demonstrate knowledge of and ability to perform project close out functions.","Project closeout activities require individuals to:\no Obtain project as‐builts\no Perform project close‐outs\no Create and complete project punch‐lists\no Obtain certificate of occupancy\no Accept beneficial use\no Commission the project\no Review lessons learned\no Work with contracting personnel to:\n    • Obtain lien waivers/release of liens if required\n    • Issue final payment\n    • Create budget variance report",100,"1. Identify your agency project management processes and procedures. If no procedures exist, talk to your supervisor to determine the next step.  \n2. Document specific requirements related to project closeout functions.  \n3. Discuss your findings with your supervisor.    "]
["9.4.1. Demonstrate knowledge of PM and scheduling software, where to find technical resources on PM and ability to train those junior to you in these PM aspects and on these tools.",null,100,"1.  Navigate to the online resource: Project Planning, Delivery, and Controls.  \n2.  Describe the project management software tools identified as resources.  The intent is to understand the tools available and how to get to them.  \n3.  Identify if you have access to any of these resources and are using them.  \n4.  Discuss your findings with your supervisor. ","http://www.wbdg.org/project/pm.php#mr "]
["10.1.1. Demonstrate knowledge of the mission of the Facilities’ Occupants and how the facilities enhance that mission.",null,100,"1. Identify and describe the mission of your facility's occupants.  \n2. Describe how your role in facilities enhances that mission.  \n3. Discuss your findings with your supervisor. "]
["10.1.5. Demonstrate knowledge of available LCCA software.","Some LCCA software available from government and industry sources include:\no Building Life-Cycle Cost (BLCC) Program - FEMP\no ECONPAK – Army Corps of Engineers\no Energy 10 – has a cost estimating feature\no SuccessEstimator – from U.S. Cost",200,"1. Navigate to this online resource: Life-Cycle Cost Analysis (LCCA). \n2.  Familiarize yourself with additional tools available related to Life-Cycle Cost Analysis software such as BLCC from FEMP, ECONPAK from Army Corps of Engineers, Energy 10, and Success Estimator from U.S. Cost. \n3.  Take a potential project with varying options through one of those tools to determine the life cycle cost of each option and evaluate which option has the most efficient life cycle cost.\n4. Discuss your findings with your supervisor.  ","http://www.wbdg.org/resources/lcca.php"]
["10.2.3. Demonstrate knowledge of ISO 14040.",null,100,"1. Navigate to the online resource and become familiar with the ISO Standard 14040, how an LCA is developed and identify the elements of an appropriate LCA.   \r\n2. Discuss with your supervisor how an LCA differs from an LCCA.","http://www.wbdg.org/references/mou_lca.php ","https://www.iso.org/obp/ui/#iso:std:iso:14040:ed-2:v1:en"]
["10.2.4. Demonstrate knowledge of and ability to use LCA Software.","Examples of software available include:\no Building for Environmental and Economic Sustainability (BEES) \no ATHENA Environmental Impact Estimator - http://www.wbdg.org/tools/athena_ec.php",100,"1.  Navigate to these online resources: Building for Environmental and Economic Sustainability (BEES) and ATHENA® Eco Calculator for Assemblies. \n2. Spend some time reviewing the tools and identify how they could be useful for your position.  \n3. Discuss your findings with your supervisor. ","http://www.wbdg.org/tools/bees.php","http://www.wbdg.org/tools/athena_ec.php"]
["10.3.1. Demonstrate knowledge of Contracting Officer Representative (COR) duties, responsibilities, training, certification and maintenance of certification.","The two primary COR certification programs are DAU and FAI, additional information on these programs are available at the following websites:\no DOD - https://acc.dau.mil/CommunityBrowser.aspx?id=290015  \no Non DOD - http://www.fai.gov/drupal/certification/fac-cor",100,"1.  Visit the web resources: Federal Acquisition Institute - Contracting Officer Representative (FAC-COR) and DAU COR duties and responsibilities\n\n2. Review the resources and gain knowledge of duties, responsibilities, training, certification and maintenance of certification for a contracting officer representative.   \n\n3. Discuss with your supervisor whether this resource is appropriate to your position.\n","www.fai.gov/drupal/certification/fac-cor ","https://www.dau.mil/acquipedia/Pages/ArticleDetails.aspx?aid=b019cf97-6963-4c6b-aa91-76592ffd3067"]
["10.3.2. Demonstrate knowledge of rules and requirements for purchasing products and services.",null,100,"1. Determine what your agency facility procurement process is and the resources available to support the process. If no procedures exist, talk to your supervisor to determine the next step. \n2. Determine your agency purchasing limits, your simplified acquisition procedures, and other procurement requirements.\n3. Discuss with your supervisor to show your knowledge.   "]
["10.4.7. Demonstrate ability to advocate for funding using economic analysis.",null,100,"1. Review the online course: Use Economic Analysis to Evaluate Design Alternatives.  \n2. Identify how you can use the described economic analyses to advocate for funding within your facility. \n3. Discuss your findings with your supervisor. ","http://www.wbdg.org/design/use_analysis.php"]
["11.2.3. Demonstrate knowledge of Equal Employment Opportunities (EEO), Affirmative Action Plans (AAP) and diversity awareness.",null,100,"1. Visit the two resources about the Equal Employment Opportunities and Affirmative Action Plans\n2. Identify how to implement the EEO, the Affirmative Action and diversity awareness in your company \n3. Discuss with your supervisor how to implement them within your company.","https://www.eeoc.gov/","https://www.dol.gov/ofccp/regs/compliance/aaps/aaps.htm"]
["11.3.4. Demonstrate knowledge of Federal government “Knowledge Hubs.”","Examples of Federal Knowledge Hubs include: Whole Building Design Guide, Fed Center) www.wbdg.org and www.fedcenter.gov. ",100,"1. Visit the two sites Whole Building Design Guide (WBDG) and the Fed Center website.  \n2. Explore resources available and review the information these sites provide.  The intent is to be familiar with these resources and how to find them.  \n3. Discuss with your supervisor about how the federal Hubs resources are relevant to you and your building. \n","www.wbdg.org ","http://www.fedcenter.gov "]
["11.3.5. Demonstrate knowledge of the offices, programs and National Labs at DOE that drive innovation in Facilities operation and management. ","Examples of offices, programs and labs include: Office of Energy Efficiency and Renewable Energy (EERE) Federal Energy Management Program (FEMP), Lawrence Berkeley National Lab (LBNL)",100,"1. Visit the web recourses: EERE, FEMP, and LBNL.  \n2. Explore the resources available and review the information provided by the web site.  The intent is to be familiar with the programs available that drive innovation in Facilities operation and management. \n3. Discuss with your supervisor to share your knowledge and about how this programs are relevant to you and your building. ","http://energy.gov/eere/office-energy-efficiency-renewable-energy ","http://energy.gov/eere/femp/federal-energy-management-program ","http://www.lbl.gov/"]
["11.3.6. Demonstrate knowledge of GSA’s Green Proving Ground Program.",null,100,"1. Visit the site and become familiar with what the GSA Green Proving Ground is.  Read through the published findings.  \n\r2. Discuss with your supervisor where to find the program and whether there are any opportunities to use these technologies or other new technologies in your building.\r","http://www.gsa.gov/portal/category/102491 "]
["12.2.1. Demonstrate knowledge of Performance Measurement concepts (SMART - Specific, Measurable, Achievable, Results-focused, Time-bonding).",null,100,"1. Review the online resources: Measuring Performance of Sustainable Buildings (WDBG) and Writing S.M.A.R.T. Goals (University of Virginia) \n2. Research the SMART concept and document the importance of utilizing the SMART concept when developing goals and objectives.  \n3. Review your department's goals and determine if they meet the SMART concept.\n4. Discuss with your supervisor to share your knowledge.","http://www.wbdg.org/resources/measperfsustbldgs.php","http://www.hr.virginia.edu/uploads/documents/media/Writing_SMART_Goals.pdf"]

{"sheet":"Glossary of Terms ","index":4,"n_rows":31,"n_cols":1,"rows_kept":31,"cut":false,"hidden":false,"merged":[[30,0,30,13],[24,0,24,13],[25,0,25,13],[26,0,26,13],[27,0,27,13],[28,0,28,13],[29,0,29,13],[23,0,23,13],[12,0,12,13],[13,0,13,13],[14,0,14,13],[15,0,15,13],[16,0,16,13],[17,0,17,13],[18,0,18,13],[19,0,19,13],[20,0,20,13],[21,0,21,13],[22,0,22,13],[11,0,11,13],[0,0,0,13],[1,0,1,13],[2,0,2,13],[3,0,3,13],[4,0,4,13],[5,0,5,13],[6,0,6,13],[7,0,7,13],[8,0,8,13],[9,0,9,13],[10,0,10,13]]}
["Building Automation System (BAS) - An integrated, automated system that controls several aspects of building operation, such as HVAC, elevators, fire suppression, and security.   Referenced in Performance 3.2.1. Source - IFMA"]
["Combine Heat and Power Systems (CHP) - System combining power production with the use of a lower-quality heat byproduct of power generation for district heating. Source - ASHRAE"]
["Computer Assisted Facilities Management (CAFM) - Use of computer assisted methodologies including drawings, database reporting tools and spreadsheets to manage large amounts of facility-related information.   Referenced in Performance 3.3.1. Source - IFMA"]
["Computerized Maintenance Management System (CMMS) - A term used for a computer system for measuring, managing, and analyzing the maintenance process at a facility. Includes MRO (Maintenance Repair Operations) task planning and scheduling, inventory control and management, and labor and material cost accounting.   Referenced in Performance 3.3.1. Source - IFMA"]
["Condition Assessment (CA) - A condition assessment has been defined as the \"process of systematically evaluating an organization's capital assets in order to project repair renewal, or replacement needs that will preserve their ability to support the mission or activities they were assigned to serve\".   Referenced in Performance 1.1.1a.  Source- Rugless 1992, Page 42, “Stewardship of Federal Facilities” (Stewardship of Federal Facilities: A Proactive Strategy for Managing the Nation's Public Assets, by Committee to Assess Techniques for Developing Maintenance and Repair Budgets for Federal Facilities, National Research Council) ISBN: 0-309-59231-3, 128 pages, 6 x 9, (1998) This PDF is available from the National Academies Press at: http://www.nap.edu/catalog/6266.html"]
["Contracting Officer Representative (COR) - Qualified individuals appointed by the Contracting officer to assist in the technical monitoring or administration of a contract.   Referenced in Performance 10.3.1.  Source- Federal Acquisition Institute"]
["Deep Energy Retrofits (DER) - Deep Energy Retrofits achieve much greater energy efficiency by taking a whole-building approach, addressing many systems at once. It is most economical and convenient to take this approach on buildings with overall poor efficiency performance, with multiple systems nearing the end of useful life. A deep energy retrofit combines energy-efficiency measures such as ventilation, insulation and solar control so that dramatic energy savings are achieved alongside optimal building performance.   Referenced in Performance 6.1.4. Source - IFMA"]
["Energy Information System (EIS) - Performance monitoring software, data acquisition hardware, and communication systems used to store, analyze, and display building energy data. At a minimum, an EIS provides hourly whole-building electric data that are web-accessible, with analytical and graphical capabilities.   Referenced in Performance 4.1.5.  Source- Lawrence Berkeley National Laboratory, Paper LBNL-49977"]
["Energy Management Control System (EMCS) - A computer/processor based hardware and software system with sensors, control devices, and all the necessary components that perform some or all of the following functions: measures conditions related to the use of various forms of energy by HVAC systems; controls these conditions at selected set-points; monitors and/or controls the energy use; provides status reports on the HVAC system's performances; provides information for the management of a building's environment, and/or its energy efficiency, and/or HVAC system maintenance.   Referenced in Performance 4.5.6.  Source - ASHRAE"]
["Energy Management System (EMS) - A system of computer applications used by building engineering staff to monitor, control, and optimize the building's operating performance (e.g., energy consumption, occupant comfort levels). EMS optimizes building operating performance through supervisory control programs that utilize core building management system functionality.   Referenced in Performance 4.1.5.  Source - ASHRAE"]
["Energy Management System (EnMS) - A set of interrelated or interacting elements to establish an energy policy and energy objectives, and processes and procedures to achieve those objectives.  Referenced in Section 13.  Source – ISO 50001"]
["Energy Savings Performance Contracting (ESPC) - Energy savings performance contracts (ESPCs) allow Federal agencies to complete energy-savings projects without up-front capital costs and special Congressional appropriations. An ESPC is a partnership between a Federal agency and an energy service company (ESCO). The ESCO conducts a comprehensive energy audit of Federal facilities and identifies improvements to save energy. In consultation with the Federal agency, the ESCO designs and constructs a project that meets the agency's needs and arranges the necessary funding. The ESCO guarantees that the improvements will generate energy cost savings to pay for the project over the term of the contract (up to 25 years). After the contract ends, all additional cost savings accrue to the agency.   Referenced in Core Competency 4.3. and Performance 4.5.8.  Source - US Energy Department, Federal Energy Management Program (FEMP)"]
["Energy Service Companies (ESCOs) -develop, design, build, and fund projects that save energy, reduce energy costs, and decrease operations and maintenance costs at their customers' facilities. In general, ESCOs act as project developers for a comprehensive range of energy conservation measures and assume the technical and performance risks associated with a project. ESCOs are distinguished from other firms that offer energy-efficiency improvements in that they use the performance-based contracting methodology. When an ESCO implements a project, the company's compensation is directly linked to the actual energy cost savings.   Referenced in Core Competency 4.3. Source - US Energy Department, Federal Energy Management Program (FEMP)"]
["Enhance Automation (EA) - Technologies that increase the capability of your existing energy or building management system.   Referenced in Performance 4.1.4. Source - California Energy Commission"]
["Enhanced Use Leases (EUL) - Long-term agreements with public and private entities for the use of federal property, resulting in cash and/or in-kind consideration from the agency—or to retain the proceeds from the sale of real property.   Referenced in Performance 4.3.4.  Source - United States Government Accountability Office"]
["Furniture, Fixtures, and Equipment (FFE) - Movable furniture, fixtures and equipment that have no permanent connection to a building structure. Examples of FFE include desks, chairs, computers, electronic equipment, medical equipment, tables, bookcases, and partitions. Referenced in Performance 1.2.4. Source - University of Houston Plant Operations: FFE Guidelines"]
["Geographic Information System (GIS) - GIS is the computerized mapping system that links visual display with location based databases permitting sophisticated analysis and mapping display. Refers not just to software, but also the management processes, people and data storage policies.   Referenced in Performance 6.1.7.  Source - IFMA"]
["Key Performance Indicators (KPI) - Indices derived from specific measurement of data relating to performance. Indicators are concerned with variables such as: efficiency, effectiveness and financial return.   Referenced in Performance 12.3.3.  Source - IFMA"]
["Life-Cycle Cost Analysis (LCCA) - An engineering economic analysis tool that quantifies the differential costs of alternative investment options for a given project.   Referenced in Performance 10.1 and 10.2.1.  Source - IFMA"]
["A method for assessing the total cost of facility ownership. It takes into account all costs of acquiring, owning, and disposing of a building or building system. Referenced in Performance 10.1 and 10.2.1.  Source - WBDG"]
["Life Cycle Assessment (LCA) - A process of evaluating the effects of a product or its designated function on the environment over the entire period of the product's life in order to increase resource-use efficiency and decrease liabilities; commonly referred to as 'cradle-to-grave' analysis.   Referenced in Performance 10.2. Source- IFMA\n- A formal process of examining the environmental impacts of a material, product, or service through its entire life-cycle. Instead of a single-attribute analysis of a material's environmental impact, such as its recycled content, LCA takes a holistic approach to assess the possible impacts of materials throughout their respective life-cycles. Referenced in Performance 10.2.  Source - WBDG"]
["Power Purchase Agreements (PPA) - Private entity purchases, installs, owns, operates and maintains customer-sited renewable equipment.   Referenced in Performance 4.3.4.  Source - US Department of Energy, Federal Energy Management Program"]
["Power Utilization Efficiency (Power Usage Effectiveness) (PUE) - PUE is defined as the ratio of total facilities energy to IT energy. Total facility energy is defined as the energy dedicated solely to the data center. The IT equipment energy is defined as the energy consumed by equipment that is used to manage, process, store, or route data within the compute space.   Referenced in Performance 4.5.14.  Source - The Green Grid"]
["Predictive Maintenance – Aims to detect equipment degradation and address problems as they arise. The result indicates potential issues, which are controlled or eliminated prior to any significant system deterioration. Referenced in Performance 1.1.7. Source - US Energy Department, Federal Energy Management Program (FEMP)"]
["Preventive Maintenance - consists of a series of maintenance requirements that provide a basis for planning, scheduling, and executing scheduled maintenance, planned versus corrective for the purpose of improving equipment life and to avoid any unplanned maintenance activity/minimize equipment breakdowns. Referenced in Performance 1.1.7. Source - WBDG"]
["Reliability Centered Maintenance - is the optimum mix of reactive, time- or interval-based, condition-based, and proactive maintenance practices. Source - WBDG"]
["Shared Savings Contract (Energy Performance Contracting) (EPC) - EPC is a turnkey service, sometimes compared to design/build construction contracting which provides customers with a comprehensive set of energy efficiency, renewable energy and distributed generation measures and often is accompanied with guarantees that the savings produced by a project will be sufficient to finance the full cost of the project.   Referenced in Performance 4.3.4.  Source - Energy Star"]
["Statement of Work (SOW) - A narrative describing what services are to be provided, how the services are to be provided, measurable objectives, products to be delivered, and schedules of performance.   Referenced in Performance 10.3.4.  Source - IFMA"]
["Thermal Energy Storage System - Thermal energy storage may refer to a number of technologies that stores energy in a thermal reservoir for later reuse. They can be employed to balance energy demand between day time and night time. The thermal reservoir may be maintained at a temperature above (hotter) or below (colder) than that of the ambient environment. The principal application today is the production of ice, chilled water, or eutectic solution at night, which is then used to cool environments during the day.   Referenced in Performance 4.1.3.  Source - ASHRAE"]
["Total Cost of Ownership (TCO) - A financial estimate designed to help facility managers assess the total cost of planning, designing, constructing, operating and maintaining a building.   Referenced in Performance 10.1.  Source - IFMA"]
["Utility Energy Service Contract (UESC) - Authorized by the Energy Policy Act of 1992, P.L. 102-486 (codified as 42 U.S.C. 8256), a utility energy service contract (UESC) is a limited-source contract between a federal agency and its serving utility for energy- and water-efficiency improvements and demand-reduction services. Referenced in Core Competency 4.3. and Performance 4.5.8.  Source - US Energy Department, Federal Energy Management Program (FEMP)"]

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["Reference","Resource"]
["2.5.1. Demonstrate knowledge of FEMP's O&M Best Practices.","“A Guide to Achieving Operational Efficiency” – FEMP O&M Best Practices Guide Rev 3.0. Page 291. "]
[null,"https://www1.eere.energy.gov/femp/pdfs/OandM.pdf"]
["2.5.2. Demonstrate knowledge of the building retuning process to ensure maximum energy efficiency and comfort for building occupants including, data collection requirements, and continuous retuning practices.","“Retuning Project” and how it could be applied."]
[null,"http://www.pnnl.gov/buildingretuning/"]
["2.5.3. Demonstrate knowledge of and the ability to perform testing and obtain measurements required for predictive maintenance.","“Predictive Maintenance.” FEMP O&M Best Practices Release 3.0. Page 59"]
[null,"https://www1.eere.energy.gov/femp/pdfs/OandM.pdf"]
["2.5.5. Demonstrate knowledge of new technology and tools targeting increased efficiency of O&M.","FEMP O&M Best Practices Guide Rev 3.0. Page 287."]
[null,"https://www1.eere.energy.gov/femp/pdfs/OandM.pdf"]
["4.1.4. Demonstrate knowledge of Enhanced Automation (EA) - California Energy Commission.","Enhanced Automation – California Energy Commission"]
[null,"http://www.energy.ca.gov/reports/2002-06-20_400-02-005F.PDF"]
["4.1.5. Demonstrate knowledge of Energy Management Systems (EMS) and the ability to participate in energy teams to implement system.","Energy Management Systems (EMS)"]
[null,"ISO 50001: http://www.iso.org/iso/home/standards/management-standards/iso50001.htm"]
["4.2.2. Demonstrate knowledge of laws, regulations and Executive Orders that pertain to energy management, status of compliance and existing energy management plans.","See FEMP website for list of laws and regulations"]
[null,"https://www4.eere.energy.gov/femp/requirements/"]
["4.3.3. Demonstrate knowledge of alternative financing options for energy projects.","Energy Savings Performance Contracting (ESPC) procedures and requirements."]
[null,"https://energy.gov/eere/femp/federal-energy-and-water-efficiency-project-financing"]
["4.5.8. Demonstrate knowledge and ability to develop UESC and ESPC projects.","Develop UESC and ESPC"]
[null,"http://energy.gov/eere/femp/federal-energy-and-water-efficiency-project-financing"]
["5.1.5. Demonstrate the ability to manage compliance with NFPA 70E 2018 for determining incident energy and marking the electrical components for the hazard distance and proper arc rated protective equipment.","Electrical Safety in the Workplace"]
[null,"NFPA 70E -2015: http://www.nfpa.org/codes-and-standards/document-information-pages?mode=code&code=70E"]
["5.3.5. Demonstrate knowledge of and ability to create, manage, and conduct fire and life safety and HAZMAT plans.","OSHA 1910 and 1926 standards and Army Corps of Engineers Construction Safety Manual EM 385-1-1."]
[null,"OSHA 1910:"]
[null,"https://www.osha.gov/pls/oshaweb/owastand.display_standard_group?p_toc_level=1&p_part_number=1910"]
[null,"OSHA 1926: "]
[null,"https://www.osha.gov/pls/oshaweb/owastand.display_standard_group?p_part_number=1926&p_toc_level=1"]
[null,"EM 385-1-1: "]
[null,"http://osha4you.com/portals/0/2008-EM-385-Manual.pdf"]
["6.1.1. Demonstrate knowledge and ability to conduct a needs assessment based on customer requests and develop appropriate project requirements.","Functional / Operational"]
[null,"http://www.wbdg.org/design/func_oper.php"]
["6.1.4. Demonstrate understanding of the concept of “Deep Energy Retrofits (DER)” and how and when to initiate.  ","Deep Energy Retrofits"]
[null,"http://www.wbdg.org/education/fempfts072012.php"]
["7.2.1. Demonstrate knowledge of the Guiding Principles for Federal High Performance and Sustainable Buildings, AND Federal Mandates.","Federal High Performance and Sustainable Buildings"]
[null,"http://www.wbdg.org/references/fhpsb.php"]
[null,"http://www.wbdg.org/references/federal_mandates.php"]
["7.2.2. Demonstrate knowledge of agency sustainability goals, metrics, and initiatives, such as those found in the Dept/Agency Strategic Sustainability Performance Plan (SSPP).","Strategic Sustainability Performance Plans"]
[null,"https://obamaadministration.archives.performance.gov/content/climate-change-federal-actions.html"]
["8.1.2. Demonstrate knowledge of Federal water policy and goals found in Laws and Executive Orders.","Federal water policy and goals found in Laws and Executive Orders."]
[null,"https://sftool.gov/explore/green-building/section/22/water/relevant-mandates-and-rating-systems#mandates  "]
[null,"http://energy.gov/eere/femp/guidance-meeting-executive-order-13693-water-provisions"]
[null,"https://www4.eere.energy.gov/femp/requirements/requirements_filtering/water_use_reduction"]
["8.1.3. Demonstrate knowledge of the water efficiency goals for the Federal Government.","Water Efficiency goal for Federal Government"]
[null,"http://energy.gov/eere/femp/water-efficiency-federal-buildings-and-campuses"]
[null,"https://sftool.gov/explore/green-building/section/22/water/relevant-mandates-and-rating-systems#mandates"]
["8.1.4. Demonstrate knowledge of current Dept/Agency water guidance – Uniform Facilities Code (UFC), Department or agency guidebooks.","Uniform Facilities Criteria (UFC)"]
[null,"http://www.wbdg.org/ccb/DOD/UFC/ufc_1_200_02.pdf"]
["8.2.1. Demonstrate knowledge and ability to conduct both a Top-down and Bottom-up water audit.","Top down and bottom up audit (Step 1 - How to Complete a Water Audit - pag.4)"]
[null,"https://www.epa.gov/sites/production/files/2015-04/documents/epa816f13002.pdf"]
["9.1.1. Demonstrate ability to work in integrated project teams to execute, small, medium and large projects.","Project Delivery Teams"]
[null,"http://www.wbdg.org/project/deliveryteams.php"]
["9.1.2. Demonstrate knowledge and ability to follow Project Management processes and procedures per your organization’s preferred methodology.","Project Planning, Delivery, and Controls"]
[null,"http://www.wbdg.org/project/pm.php#mr"]
["9.2.1. Demonstrate ability to manage and coordinate project execution using agency project management processes and procedures.","Project Planning, Delivery, and Controls"]
[null,"http://www.wbdg.org/project/pm.php"]
["10.1.2. Demonstrate knowledge that the TCO is best determined through Life-Cycle Cost Analysis (LCCA) for Facilities.","Take course: The Principles and Process for Conducting a Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/education/lifecyclecosting.php"]
["10.1.3. Demonstrate knowledge of how to find/calculate the basic costs required for an LCCA.","find/calculate the basic costs required for an LCCA."]
[null,"Take course - http://www.wbdg.org/education/lifecyclecosting.php "]
["10.1.4. Demonstrate knowledge of additional methods for calculating TCO and other economic analysis.","Take course: The Principles and Process for Conducting a Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/education/lifecyclecosting.php"]
["10.1.5. Demonstrate knowledge of available LCCA software.","REVIEW Design and Analysis Tools Section"]
[null,"http://www.wbdg.org/resources/lcca.php"]
["10.2.1. Demonstrate knowledge of the difference between a Life Cycle Assessment (LCA) and an LCCA.","Take course: The Principles and Process for Conducting a Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/education/lifecyclecosting.php"]
["10.2.2. Demonstrate knowledge and ability to use a LCA to estimate the environmental impacts of a material, product or service through its entire life cycle.","Take course: The Principles and Process for Conducting a Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/education/lifecyclecosting.php"]
["10.2.3. Demonstrate knowledge of ISO 14040.","REVIEW: "]
[null,"Life Cycle Assessment: http://www.wbdg.org/references/mou_lca.php"]
[null,"ISO 14040: https://www.iso.org/obp/ui/#iso:std:iso:14040:ed-2:v1:en"]
["10.2.4. Demonstrate knowledge of and ability to use LCA Software.","Demonstrate knowledge of an ability to use LCA Software:"]
[null,"Building for Environmental and Economic Sustainability (BEES) – http://www.wbdg.org/tools/bees.php "]
[null,"ATHENA Environmental Impact Estimator - http://www.wbdg.org/tools/athena_ec.php"]
["10.3.1. Demonstrate knowledge of Contracting Officer Representative (COR) duties, responsibilities, training, certification and maintenance of certification.","Demonstrate knowledge of Contracting Officer Representative (COR) duties, responsibilities, training, certification, and maintenance of certification.                                                                            \nREVIEW – \n"]
[null,"http://icatalog.dau.mil/onlinecatalog/courses.aspx?crs_id=1584   "]
[null,"https://www.fai.gov/drupal/certification/fac-cor"]
["10.4.5. Demonstrate ability to use LCCA in budget preparation.","Take course: The Principles and Process for Conducting a Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/education/lifecyclecosting.php"]
["10.4.7. Demonstrate ability to advocate for funding using economic analysis.","REVIEW: Use Economic Analysis to Evaluate Design Alternatives"]
[null,"http://www.wbdg.org/design/use_analysis.php"]
["11.3.4. Demonstrate knowledge of Federal government “Knowledge Hubs.”","The Whole Building Design Guide and FedCenter"]
[null,"http://www.wbdg.org"]
[null,"https://www.fedcenter.gov/"]
["11.3.5. Demonstrate knowledge of the offices, programs and National Labs at DOE that drive innovation in Facilities operation and management.","Energy Department"]
[null,"http://energy.gov/offices"]
["11.3.6. Demonstrate knowledge of GSA’s Green Proving Ground Program.","Green Proving Ground"]
[null,"http://www.gsa.gov/portal/category/102491"]
["12.2.1. Demonstrate knowledge of Performance Measurement concepts (SMART - Specific, Measurable, Achievable, Results-focused, Time-bonding).","REVIEW: Measuring Performance of Sustainable Buildings"]
[null,"http://www.wbdg.org/resources/measperfsustbldgs.php"]
["12.2.3. Demonstrate knowledge of cascading Key Performance Indicators (KPI) that can be used to measure how well mission, management, program and individual goals are being met.","REVIEW: Meet Performance Objectives"]
[null,"http://www.wbdg.org/design/meet_performance.php"]
["12.2.7. Demonstrate knowledge of current portfolio-level performance indicators.","REVIEW SENSITIVITY ANALYSIS ON: Life-Cycle Cost Analysis"]
[null,"http://www.wbdg.org/resources/lcca.php?r=cost_effective"]

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["Yes"]
["No"]
[]
[]
[]
[]
["Certificates"]
["Certification/Accreditation"]
["Courses - Government"]
["Courses - Private"]