operations and performance management long version

7/27/2019 Operations and Performance Management Long Version

1/14

Eective date: xx/xx/xxxx

Instructionsor Participating i

ASHRAE

Operations & PerormanceManagement Proessional (OPMP

CerticatioProgram

Eective date: 1/21/2


2/142

About ASHRAEThe American Society o Heating, Rerigerating and Air-Con-ditioning Engineers (ASHRAE) is an international membershipsociety committed to the advancement o the arts andsciences o heating, ventilation, air conditioning and rerigera-tion to serve humanity and promote a sustainable world. Insupport o this mission, ASHRAE oers many products andservices, including the Operations and Perormance Manage-ment Proessional (OPMP) certication program, which is

designed to meet educational needs o the HVAC&R industry.

ASHRAE does not discriminate on the basis of race, color, sex,

religion, disability, or national or ethnic origin in its policies,procedures, or eligibility requirements for its programs.

About the GuideThe purpose o this guide is to provide inormation aboutASHRAEs OPMP certication program. No inormationor material in this guide creates a contract betweenASHRAE and an individual customer or organization.ASHRAE will do its best to apply the principles and provi-

sions contained within this guide as written, but reservesthe right to change those principles and provisions withoutactual notice. Nevertheless, ASHRAE will make reasonableeorts to notiy customers o any changes.

Purpose of the OPMP CertificationCandidates who earn the OPMP certication will havedemonstrated a well-rounded understanding and knowl-edge o the management o acility operations andmaintenance and their impact on HVAC&R systemsperormance. The OPMP examination is designed toassess an individuals understanding o how the manage-ment o HVAC&R operations helps to achieve and main-

tain building perormance goals.

Disclaimer of WarrantyASHRAE does not warrant that this program or itsexamination certies a candidates technical competenceor technical ability to design any part o the HVAC&Rsystem. Furthermore, nothing about this program or itsexamination is intended to replace, override, or confictwith licensing requirements or design engineers, archi-tects, or other building proessionals.

Who Can ParticipateParticipation in ASHRAEs OPMP program requires that acandidate meet eligibility requirements and successullycomplete the programs examination. Membership inASHRAE is not a prerequisite to participate inthe program.

Eligibility RequirementsAny individual who meets one o the ollowing sets oacademic and work experience requirements will beeligible to take the examination or the OPMP certication. Government-issued or government-recognized license as a

proessional engineer or building contractor and a minimum

o two (2) years experience in acility operations

Minimum of Bachelors degree in engineering or relatedeld rom an accredited institution o higher learningand a minimum o ve (5) years experience in one othe ollowing areas: acilities operations/management,construction, design, or consulting, including a minimumo two (2) years experience in acility operations

Associates degree or Technical degree or certicate inbuilding design, construction, construction management,acility operation, or a related eld rom an accredited

institution o higher learning and a minimum o ve (5) yearsexperience in one o the ollowing areas: acilities operations/management, construction, design, or consulting, including aminimum o two (2) years experience in acility operations

High school diploma or equivalent or construction-relat-ed trades training or building operations training rom anationally or internationally recognized trade associa-tion with a minimum o seven (7) years experience inone o the ollowing areas: acilities operations/man-agement, construction, design, or consulting, including aminimum o two (2) years experience in acility operations

Testing RequirementsCandidates who have completed and submitted the OPMPapplication and who have received approval thereo romASHRAE can enroll or the Operations and PerormanceManagement Proessional examination. To earn the Opera-tions and Perormance Management Proessional certica-tion, the candidate must successully pass the examinationin ull; no partial credit or this examination will be given.

Completing and Submitting

the ApplicationTo participate in ASHRAEs Operations and PerormanceManagement Proessional program, a candidate must

complete and submit an application. Within a reasonabletime ater receiving a candidates application, ASHRAEwill notiy the candidate either o ASHRAEs acceptanceand approval o the application or o ASHRAEs denial oapproval and the reasons thereore.

(ASHRAE has a process in place i a candidates applica-tion is denied and the candidate wants to reapply. Pleasecontact [email protected] to request inormationon this process.)

I an application is declined by ASHRAE or cancelled bythe applicant, the amount o the ee, less $50 to coveradministrative costs, will be reunded to the applicant.

About the ExaminationThe examination or the OPMP program is a proctored, closedbook/closed notes, 2.5-hour, 115-item multiple-choice test.A candidates score is based on 100 o the items; the other15 items, which are interspersed throughout the examina-tion, are included or trial or pre-test purposes.

A detailed content outline or the OPMP examination isprovided on page 7. This outline identies the ollowingaspects o the examination:


3/143

The four major content areas, as well as tasks withineach area, that the examination covers

The number of examination items devoted to each majorcontent area

The number of items at each cognitive level that acandidate is likely to use in responding to items in eachmajor content area

The three cognitive levels tested on the OPMP examination are:

1. Recall: The ability to remember or recognize specicinormation

2. Application: The ability to comprehend, relate, orapply knowledge to new or changing situations

3. Analysis: The ability to synthesize inormation sometimes rom a variety o sources, determine solu-tions, and/or evaluate the useulness o a solution

Scheduling an ExaminationAter receiving notication that your application has beenapproved, you may schedule an examination appointmentby one of the following methods. Be prepared to conrm

a date, time, and location or testing and to provide yourASHRAE identication number.

1. Schedule Online: The candidate may schedule anexamination appointment online at any time by using theOnline Scheduling service at www.goAMP.com. To usethis service, ollow these easy steps:

Go to www.goAMP.com and select Candidates.

Follow the simple, step-by-step instructions to chooseyour examination program and schedule the examination.

2. Telephone Scheduling: Call AMP at 888-519-9901to schedule an examination appointment. This toll-reenumber is answered rom 7:00 a.m. to 9:00 p.m. (CentralTime) Monday through Thursday, 7:00 a.m. to 5:00 p.m.on Friday and 8:30 a.m. to 5:00 p.m. on Saturday.

I special accommodations are being requested, pleasesubmit a Request or Special Examination Accommoda-tions orm prior to contacting AMP at 888-519-9901 toschedule your examination.

The examinations are administered by appointment onlyMonday through Saturday at 9:00 a.m. and 1:30 p.m. Indi-

viduals are scheduled on a rst-come, rst-served basis.Reer to the chart below or scheduling inormation.

I you contact AMP by3:00 p.m. Central Timeon

Depending on availability,your examination may bescheduled as early as

Monday Wednesday

Tuesday Thursday

Wednesday Friday/Saturday

Thursday Monday

Friday Tuesday

When the appointment is made, the applicant will begiven a time to report to the Assessment Center. Pleasemake a note o this time because an admission letter willnot be sent. The candidate will be allowed to take onlythe examination or which the appointment has beenmade. No changes in examination type will be made atthe Assessment Center. UNSCHEDULED CANDIDATES(WALK-INS) WILL NOT BE ADMITTED to the Assess-ment Center.

Assessment Center LocationsExaminations are administered by computer at over 150AMP Assessment Centers geographically distributedthroughout the United States. Assessment Centers aretypically located in H&R Block ofces. Assessment Centerlocations, detailed maps and directions are available onAMPs website, www.goAMP.com. Specic address inor-mation will be provided when a candidate schedules anexamination appointment.

Holidays

The examinations are not oered on the ollowing holidays:New Years DayMartin Luther King DayPresidents DayGood FridayMemorial DayIndependence Day (July 4)Labor Day

Special Arrangements for Candidates with DisabilitiesAMP complies with the Americans with Disabilities Actand strives to ensure that no individual with a disability isdeprived o the opportunity to take the examination solely

by reason o that disability. AMP will provide reasonableaccommodations or candidates with disabilities. Candi-dates requesting special accommodations must call AMP,ASHRAEs exam vendor, at 888-519-9901.

1. Wheelchair access is available at all establishedAssessment Centers. Candidates must advise AMP at thetime o scheduling that wheelchair access is necessary.

2. Candidates with visual, sensory, or physical disabilitiesthat would prevent them rom taking the examinationunder standard conditions may request special accommo-dations and arrangements.

Verication o the disability and a statement o the specictype o assistance needed must be made in writing to AMPat least 45 calendar days prior to the desired examinationdate. Please inorm AMP o the need or special accommo-dations when scheduling the examination.

Telecommunication Devices for the DeafAMP is equipped with Telecommunication Devices orthe Dea (TDD) to assist dea and hearing-impaired

Columbus DayVeterans DayThanksgiving Day (and theollowing Friday)Christmas Eve DayChristmas DayNew Years Eve Day


4/144

candidates. TDD calling is available 8:30 a.m. to 5:00 p.m.(Central Time) Monday through Friday at 913-895-4637.This TDD phone option is or individuals who have com-patible TDD machinery.

Examination Appointment Changes/Failure to Report

or to Schedule an Examination1. A candidate may reschedule an appointment or anexamination by calling AMP at 888-519-9901 at least two

business days prior to the scheduled testing session. (Seeollowing table.)

I the examination isscheduled on . . .

AMP must be contactedby 3:00 p.m. Central Timeto reschedule the examina-tion by the previous . . .

Monday Wednesday

Tuesday Thursday

Wednesday Friday

Thursday Monday

Friday Tuesday

The rst reschedule or deadline extension with a two-daynotice will be ree; any additional reschedules or exten-sions will be at ull price. Similarly, a candidate canextend the 90-day deadline or registering or and takingan exam by emailing [email protected] at least twobusiness days prior to the 90-day deadline. ASHRAE willprovide an extension o up to 45 days.

2. A candidate who wishes to reschedule his/her exami-nation appointment, but ails to contact AMP at least twobusiness days prior to the scheduled testing session, willoreit the examination ee and must reschedulethe examination.

Inclement Weather, Power Failure or EmergencyIn the event o inclement weather or unoreseen emergen-cies on the day o an examination, AMP will determinewhether circumstances warrant the cancellation, and sub-sequent rescheduling, o an examination. The examinationusually will not be rescheduled i the Assessment Centerpersonnel are able to open the Assessment Center. Ipower to an Assessment Center is temporarily interrupt-ed during an administration, your examination will restart

where you let o and you may continue the examination.

Candidates may contact AMPs Weather Hotline at 800-380-5416 (24 hours/day) prior to the examination todetermine i AMP has been advised that any AssessmentCenters are closed. Every attempt is made to administerthe examination as scheduled; however, should an examina-tion be canceled at an Assessment Center, all scheduledcandidates will receive notication ollowing the examina-tion regarding rescheduling or reapplication procedures.

On the Day of Your ExaminationOn the day o your examination appointment, report tothe Assessment Center no later than your scheduled test-ing time. Ater you enter the oce, look or the signs indi-cating AMP Assessment Center check-in. A CANDIDATEWHO ARRIVES MORE THAN 15 MINUTES AFTER THESCHEDULED TESTING TIME WILL NOT BE ADMITTED.To gain admission to the Assessment Center, a candidateneeds to present two orms o identication, one with a

current photograph. Both forms of identication must becurrent and include the candidates current name and sig-nature. The candidate will also be required to sign a rosteror verication o identity.

Acceptable orms o identication include a current:1. Drivers license with photograph2. State identication card with photograph3. Passport4. Military identication card with photograph5. Social security card (secondary orm)

Employment ID cards, student ID cards, and any type o

temporary identication are NOT acceptable as primaryidentication. Candidates are prohibited rom misrepre-senting their identities or alsiying inormation to obtainadmission to the Assessment Center.

SecurityASHRAE and AMP maintain examination administrationand security standards that are designed to assure that alcandidates are provided the same opportunity to demonstratetheir abilities. The Assessment Center is continuouslymonitored by audio and video surveillance equipment orsecurity purposes.

The ollowing security procedures apply during theexamination: Examinations are proprietary. No cameras, notes, tape recorders, Personal Digital

Assistants (PDAs), pagers, or cellular phones areallowed in the testing room.

You are encouraged to bring a non-programmablescientic calculator or the OPMP examination. Onlysilent, non-programmable calculators are permitted,but they will not be provided or you.

No guests, visitors, or family members are allowed inthe testing room or reception areas.

No personal items, valuables, or weapons are allowedin the Assessment Center. Only keys and wallets maybe taken into the testing room and AMP is not respon-sible or items let in the reception area.

Examination Restrictions No personal belongings will be allowed in the Assess-

ment Center. Pencils will be provided during check-in.Use o a cellular phone or other electronic device isstrictly prohibited and will result in dismissal rom theexamination.


5/145

You will be provided with scratch paper to use duringthe examination. You must sign and return the scratchpaper to the supervisor at the completion o testing, oryou will not receive a score report. No documents ornotes o any kind may be removed rom the examinationroom. I you need a second piece o scratch paper, youneed to ask the test proctor or another piece o paperand turn in the one you used beore.

No questions concerning the content of the examination

may be asked during the examination. Eating, drinking, or smoking will not be permitted in theAsesssment Center

You may take a break whenever you wish, but you willnot be allowed additional time to make up or time lostduring breaks.

MisconductIndividuals who engage in any o the ollowing types oconduct, either in the testing room or during a break, maybe dismissed rom the examination, their scores will notbe reported, and their examination ees will not bereunded. Examples o misconduct are when a candidate:

creates a disturbance, is abusive, or is otherwiseuncooperative;

displays and/or uses electronic communications equip-ment such as pagers, cellular phones, or PDAs;

gives or receives help or is suspected of doing so; attempts to record examination questions or make notes;

attempts to take the examination for someone else; or is observed with notes, books, or other aids.

Copyrighted Examination QuestionsAll examination questions are the copyrighted propertyo ASHRAE. It is orbidden under ederal copyright law

to copy, reproduce, record, distribute or display these exami-nation questions by any means, in whole or in part. Doingso may subject you to severe civil and criminal penalties.

Practice ExaminationUpon signing in, ater your identication has been con-rmed, you will be directed to a testing carrel. You will beinstructed on-screen to enter your identication number.You will take your photograph which will remain on screenthroughout your examination session. This photograph willalso print on your score report.

Prior to attempting the examination, you will be giventhe opportunity to practice taking an examination on thecomputer. The time you use or this practice examinationis NOT counted as part o your examination time or score.When you are comortable with the computer testingprocess, you may quit the practice session and begin thetimed examination.

Timed ExaminationFollowing the practice examination, you will begin thetimed examination. Before beginning, instructions for tak-ing the examination are provided on-screen. The computer

monitors the time you spend on the examination. Theexamination will terminate i you exceed the time allowed.You may click on the Time box in the lower right-handcorner o the screen or select the Time key to monitoryour time. A digital clock indicates the time remaining oryou to complete the examination. The time eature maybe turned o during the examination. Only one examina-tion question is presented at a time. The question numberappears in the lower right hand corner o the screen.

Choices o answers to the examination question are iden-tied as A, B, C, or D. You must indicate your choice byeither typing in the letter in the response box in the lowerlet hand o the computer screen or clicking in the optionusing the mouse. To change your answer, enter a dierentoption by pressing the A, B, C, or D key or by clicking onthe option using the mouse. You may change your answeras many times as you wish during the examination time limit.

To move to the next question, click on the orward arrow(>) in the lower right portion o the screen or select theNEXT key. This action will move you orward through theexamination question by question. I you wish to review

any question or questions, click the backward arrow (


6/146

Scores Cancelled by ASHRAE or AMPASHRAE and AMP are responsible or the validity andintegrity o the scores they report. On occasion, occur-rences such as misconduct by a candidate may cause ascore to be suspect. ASHRAE and AMP reserve the rightto void or withhold examination results i, upon investiga-tion, violation o its regulations is discovered.

Confidentiality

Inormation about candidates or testing and their exam-ination results are considered condential. Studies andreports concerning candidates will contain no inormationidentiable with any candidate, unless authorized bythe candidate.

By participating in the OPMP program, eachperson who earns and maintains this certifca-tion agrees to be listed on ASHRAEs publicwebsite. Only those individuals who are activeOPMP certifcants will be listed on the site.Upon request, ASHRAE will provide a link toyour companys website.

Duplicate Score ReportCandidates may purchase additional copies o theirresults at a cost o $25 per copy. Requests must besubmitted to ASHRAE, in writing. The request mustinclude the candidates name, identication number,mailing address, telephone number, date o examinationand examination taken. Submit this inormation with therequired ee payable to ASHRAE in the orm o a check,money order or cashiers check. Duplicate score reportswill be mailed within approximately two weeks aterreceipt o the request and ee.

Candidate ResponsibilitiesEach candidate or ASHRAEs Operations and PerormanceManagement Proessional certication is responsible or:

Submitting a completed, signed application form andthe application ee.

Enrolling for the examination. Paying a reschedule or cancellation fee if the candi-

date chooses to cancel or reschedule an enrollment. Complying with the rules for examination.

Immediately notifying ASHRAE of any suspectedviolations o the rules or examination.

Available Resources to Help Candidates

Prepare for the OPMP ExaminationNeither participating in a preparatory activity nor pur-chasing a publication is a requirement or participatingin the OPMP program or or enrolling to take the OPMPexamination. However, candidates who choose to partici-pate in preparatory activities or to purchase publicationsare responsible or ensuring that the timing o the activityor purchase aligns with the timing o the examinationsession or which the candidate has enrolled.

Resources available to help prepare or the OPMP exami-nation include, but are not limited to, the ollowing:

ANSI/ASHRAE Standard 15-2007 - Safety Standardor Rerigeration Systems

ANSI/ASHRAE Standard 55-2004 - Thermal Environ-mental Conditions or Human Occupancy

ANSI/ASHRAE Standard 62.1-2004 - Ventilation forAcceptable Indoor Air Quality

ANSI/ASHRAE/IESNA Standard 90.1-2004 - EnergyEfcient Design of New Buildings Except Low-Rise

Residential Buildings ANSI/ASHRAE/IESNA Standard 100-2006 - Energy

Conservation in Existing Buildings ANSI/ASHRAE/ACCA Standard 180-2008 - Standard

Practice or Inspection and Maintenance o CommercialBuilding HVAC Systems

CIBSE Guide M - Maintenance Engineering and Man-agement 2008

Guideline 0-2005 - The Commissioning Process

Guideline 4 - 2008 - Preparation of Operating andMaintenance Documentation for Building Systems

Guideline 12-2000R - Minimizing the Risk of Legionel-losis Associated With Building Water Systems

The Commissioning Process & Guideline 0 - ASHRAEseminar

Fundamentals of Standard 90.1 ASHRAE eLearningcourse

Fundamentals of Standard 62.1 ASHRAE eLearningcourse

ISO 14001-2004 - Environmental Management Systems Building Operator Certication (BOC) training

Environmental Management Systems: An Implementa-tion Guide for Small and Medium Sized Organizations(December 2000, U.S. EPA, in cooperation with NSF

International)

ASHRAE does not warrant that participation inor use o any listed resources will guaranteesuccessul completion o the examination. Nordoes ASHRAE warrant that all inormationpresented in all o the resources is non-contra-dictory. However, ASHRAE will do its best to avoidtesting contradictory, out-o-date, or inaccurate inormation.

Renewal/Recertification RequirementsThe OPMP certication is renewable every three years.

To retain certication, each certicant must earn 45 PDHsduring the three year period ollowing initial certicationor the last renewal.

More inormation about acceptable renewal activities andthe continuing education hours applicable to them isprovided on page 13.


7/147

Effective Date: June 2008

Cognitive

LevelThe American Society of Heating, Refrigerating andAir-Conditioning Engineers

Operations and Performance Management ProfessionalExamination Detailed Content Outline

Open cells show an examination could include items f rom indicated cognitive levels.

Shaded cells prevent appearance of items on examinations.

Recall

Application

Analysis

Totals

I. FACILITY LIFE CYCLE 4 8 4 16

A. Process 2 5 2 9

1. Commissioning

a. advise an owner whether functional performance testing results of new

building systems (e.g., mechanical, electrical, plumbing, life safety)

conform to specification and performance criteria

b. facilitate testing of existing building systems (e.g., mechanical,

electrical, plumbing, life safety) for conformance to specification and

performance criteria

c. interpret functional performance testing of existing building systems

(e.g., mechanical, electrical, plumbing, life safety) for conformance tospecification and performance criteria

d. determine when expert advice should be sought for potential corrective

actions that will address deficiencies identified by functional

performance testing

e. implement corrective actions based on functional performance testing

results

f. recommend enforced system design requirements before occupancy

2. Post-occupancy evaluation

a. facilitate building operations data collection (e.g., building automation

system, work order system, personal observation, occupant survey)

b. monitor data (e.g., energy usage, complaints, temperature, pressure,

repair logs) to verify performance of building systems on an ongoing

basis

c. recommend alterations to any building system based on functional

changes

d. order testing of building systems (e.g., mechanical, life safety,

plumbing) for conformance to specification and performance criteria

3. Continual improvement

a. identify ongoing training needs for occupants, and operations and

maintenance staff

b. identify benchmarks that are appropriate for a building and staff

productivity and its uses

c. use management benchmarks to report on performance levels

d. evaluate processes (e.g., preventive maintenance, inventory control,

staffing levels) for potential energy savings and maximize life-cycle

4. Manage end-of-service life issues for occupant spaces and building

system components


8/148


Cognitive



Open cells show an examination could include items from indicated cognitive levels.


Recall

Application

Analysis

Totals

B. Costing for Building Components 2 3 2 71. Capital budget

a. estimate costs associated with potential projects

b. calculate life-cycle costs

c. interpret life-cycle cost and related economic analyses

d. recommend projects for the capital budgeting process

2. Operations budget

a. identify elements of the operations budget

b. prepare an operations budget for a building

c. manage the operations budget

d. compare life-cycle costs for component options

e. compare lease-, performance-, and purchase-contract options

f. identify anomalies in resource and other budget items

g. recommend operational changes in reaction to anomalies

II. MANAGEMENT ASPECTS 18 26 17 61

A. Creation and Implementation of an Operations and Maintenance Program 3 3 3 9

1. Prepare a systems and equipment inventory

2. Select a maintenance strategy for the functional use of individual building

systems

a. time-based

b. reliability-centeredc. predictive

d. preventive

e. run-to-failure or reactive

3. Creation of a building operations plan

a. develop measures of performance

b. select inspection and maintenance tasks

c. determine inspection frequency

d. identify resources (e.g., inventory, staff)

e. describe failed conditions

f. adjust inspection frequency4. Write business continuation plans for emergencies (e.g., life-safety,

building operations)


9/149


Cognitive





Recall

Application

Analysis

Totals

B. Supervision of Operations and Maintenance 2 5 1 81. Resource allocation

a. manage work orders including the use of computerized maintenance

management systems (CMMS)

b. prioritize tasks

c. schedule tasks

d. monitor task completion

e. manage inventory (e.g., parts, tools)

f. manage the budget

2. Repair

a. initiate repairs or corrective actions

b. determine the most efficient skill or ability resource utilization

c. identify associated work that should be recommended

d. identify items on the predictive failure curve that deserve attention

e. verify satisfactory completion of each repair

3. Implement the business continuation plan (e.g., restart, relocation, data

preservation)

C. Manage Building Performance 5 5 5 15

1. Trend and performance data

a. create trend data from building systems

b. interpret trend data (e.g., results of water and eddy current analyses,

fan and pump curves, utility bills, data loggers)

c. interpret building management system data

d. analyze maintenance reports

2. Compare building performance data to design expectations from

calculated or computer modeling results

3. Access data from a building information management system

4. Use a building information management system for problem resolution

5. Instruct staff and contractors on design intentions behind building systems

D. Building Automation Systems 3 3 2 8

1. Verify that systems are operating according to the designed sequence of

operations2. Verify that building performance indicators match outputs from automated

systems

3. Correct systems that are operating out of specification

4. Maintain sensors and controllers

5. Document program, schedule, and setpoint changes


10/1410


Cognitive





Recall

Application

Analysis

Totals

6. Identify failures of building automation system components7. Instruct staff and contractors on design intentions and functionalities

behind the building automation system

8. Create trend logs

E. Documentation Preparation 1 1 1 3

1. Prepare inspection reports

2. Maintain statutory records

3. Prepare monthly reports (e.g., variances, complaints, preventive

maintenance tasks scheduled and completed, log of subcontractor work)

4. Update record drawings

5. Document building management system programming changes

F. Procurement Management 1 1 1 3

1. Evaluate the cost/benefit of using outside contractors for projects

2. Develop the scope of work for an outside contract

3. Request or write purchase orders

4. Manage purchase orders

5. Manage contracted work

6. Assess the environmental and energy impacts of purchased products and

services

G. Training 1 3 1 5

1. Identify ongoing training needs for occupants, and operations and

maintenance staff

2. Select entities who can provide training

3. Schedule training for staff and occupants

4. Mentor staff to expand their problem solving abilities

5. Document training that has been completed

6. Develop a budget and support for training activities

7. Assess the effectiveness of training

H. Quality Management 1 3 1 5

1. Identify benchmarks associated with building performance goals

2. Identify benchmarks associated with operations and maintenance

objectives including internal staff and external contractors3. Prepare a quality assurance plan

4. Compare quality assurance data with benchmarks

5. Implement actions to improve quality


11/1411


Cognitive





Recall

Application

Analysis

Totals

I. Resource Management 1 2 2 51. Develop a resource conservation plan including benchmarks

2. Implement the resource conservation plan

3. Monitor resource utilization

4. Compare resource utilization results against benchmarks

5. Implement actions to further improve resource utilization

III. COMMUNICATIONS 2 5 3 10

A. Management 0 1 1 2

1. Assess building performance needs of the owner

2. Align operations and management priorities with those of the owner

3. Educate the property management about building performance, and

operations and maintenance

4. Advocate projects that enhance building performance and efficiency to

senior management

B. Occupants 1 1 1 3

1. Interface with customer relations (e.g., help-desk, tenant relations) staff to

meet needs of occupants

2. Prioritize needs of occupants

3. Respond to data collected from occupants regarding building performance

and corrective actions

4. Use data from the request tracking system to respond to occupants5. Track responses including response times and customer satisfaction

6. Ensure occupants are informed about and prepare for impacts from

operations and maintenance activities

C. Staff 1 3 1 5

1. Prioritize work orders for repairs, preventive maintenance, capital

improvements, and occupant requests

2. Distribute work orders for repairs, preventive maintenance, capital

improvements, and occupant requests

3. Coach staff in problem solving strategies

4. Verify documentation of completed work5. Interact with staff and suppliers about scheduled work

6. Provide information to staff regarding special events

7. Communicate operational goals and objectives

8. Implement rewards and discipline


12/1412


Cognitive



Open cells show an examination could include items from indicated cognitive levels.


Recall

Application

Analysis

Totals

IV. ENVIRONMENTAL, HEALTH, AND SAFETY 6 4 3 13

A. Legal Requirements 2 2 1 5

1. Comply with laws (e.g., environmental, occupational safety, MSDS,

HAZMAT, fire and life-safety systems, labor)

2. Comply with codes

3. Identify tasks that require Authorized Persons

B. Voluntary Steps 2 1 1 4

1. Manage indoor environmental quality (e.g., temperature, humidity, lighting,

noise, air quality)

2. Create safety programs for staff and occupants

3. Manage the carbon footprint of a building

4. Evaluate ethical and environmental impacts of building operations and

maintenance

5. Recommend potential solutions for ethical and environmental impacts of

building operations and maintenance

C. Security 2 1 1 4

1. Control access to restricted areas

2. Manage the security of building systems against extraordinary events

3. Test security systems against intrusion

4. Ensure required signage is posted

5. Integrate security and building management systems

Totals 30 43 27 100


13/1413

Renewal Requirements for ASHRAE Certification Programs

Each Certicant is required to renew his/her certication every three years. The renewal process includes submittal o arenewal ee ($125 or members, $195 or non-members) and evidence o earning 45 ASHRAE Continuing Education (ACE)units during each three-year renewal period.*

The three-year renewal period starts on December 31 o the year in which the Certicant earns the certication. Forexample, a Certicant who earns the certication anytime in 2012 will have a renewal deadline o December 31, 2015.

Individuals who ail to submit renewal ees and evidence o the required ACEs by the December 31 deadline will be con-sidered as non-renewing, notied accordingly, and advised to cease using the specic certication designation ater theirnames. The names o non-renewing Certicants will be removed rom the list o Certicants on ASHRAEs website.

To be reinstated, non-renewing Certicants must submit the renewal ee, a reinstatement ee ($60), and evidence o therequired ACEs by December 31 o the year ollowing their active status. Ater that date, non-renewing Certicants mustollow the same process as that or the initial application. Extenuating circumstances will be reviewed on a case-by-casebasis by the Committee.

Type Credits

Successul completion o a course in a related eld rom an accredited institution o higherlearningNote: To qualiy or this credit, a course must be oered regularly and must conclude witha test that sets a passing grade.

15 ACEs per credit hour(semester system) OR10 ACEs (quarter system)

PatentNote: Credit can be claimed ater a patent is issued and the inventor submits details to theboard. The invention must be related to engineering.

10 ACEs

Publication of article/paper/book in recognized peer reviewed journal in relevant eld(max. 3 per year).Note: A news article in a technical or proessional bulletin is not considered a publishedpaper.

10 ACEs per publisheditem

Active participation in a proessional or technical society relevant to the eldNote: The certicant must serve as an ocer and/or must actively participate in a commit-tee o the organization. PDH credits are earned at the end o each year o service.

2 ACEs per year perorganization

Writing ASHRAE certication exam items in relevant eld 5 ACEs per exam

Accreditation Visit Evaluator (or ASHRAE approved equivalent) 3 ACEs per year

Proessional awards 2 ACEs per award

Teaching o approved courses and workshops in relevant eldNote: Teaching credit is valid or teaching a course or seminar or the rst time only. It does

not apply to aculty perorming regular duties.

ACEs are determined bymultiplying by two (2) the

total number o coursehours (or preparationtime).

Attendance at meetings and conerences (e.g. National, Annual, Regional) or specialconerences relevant to the eld

Qualiying seminars andworkshops will be basedon one ACE unit or eachhour o attendance.

Attendance and completion o approved short courses and other continued educationactivities in relevant eld

Qualiying seminars andworkshops will be basedon one ACE unit or eachhour o attendance.

Acceptable Methods of Obtaining ACE credits


14/14

*Certicants are not required to submit a report o Proessional Development activities as part o certication renewal. A percentage o Certicants arerandomly chosen or audit each year. I audited, a report o continuing proessional development with documentation must be submitted to the Certi-

cation Coordinator or review.

Activities that qualiy or ASHRAEs Continuing Education units might also qualiy or continuing education credits(e.g., PDHs, CEUs, or LUs) rom other credentialing bodies or organizations. The individual is responsible or contactingthe relevant governing body to determine whether an activity qualies or that bodys continuing education credit.

For questions about any o the inormation about ASHRAEs certication renewal requirements, including clarication oacceptable and reportable qualiying activities, please contact ASHRAEs Communications Coordinator-Certication at

[email protected].

operations and performance management long version

Documents