Cheat sheet

IFMA CFM Cheat Sheet

Leadership & Strategy

10%of exam

Facility Operations

10%of exam

Risk Management

10%of exam

Risk & ContinuityRisk ResponsesRTO and RPOIncident command

Finance & Business

10%of exam

Capital AppraisalBudget & ProcurementNPV and IRRLife-cycle costing

Sustainability

10%of exam

Communication

10%of exam

Communication PlanStakeholder gridPlan, deliver, evaluateFeedback loops

Quality

10%of exam

Quality & PerformanceQA versus QCKPIs and SLAsPDCA cycle

Real Estate

10%of exam

Real Estate & SpaceLease structuresLoad factorMaster planning

Facility Technology and Data Management

10%of exam

FM Technology SystemsCMMS versus IWMSCybersecurityData management

Project Management

10%of exam

Project LifecycleSubstantial completionDelivery methodsProject closeout

Quick Facts

Exam questions
120 total, 100 scored
Pretest items
20 unscored, mixed randomly
Item format
Three-option multiple choice
Testing time
3 hours, 4-hour appointment
Scoring
Pass/fail on total correct
Cut score
Criterion-referenced, not published
Blueprint
10 domains, 10 items each
Pass rate
65%, published by IFMA
Delivery
Prometric centers, no remote
Language
English only
Eligibility
5 years, or 3 with degree
Tier 1 fee
$615 member/$910 non-member
Retake fee
$265 member/$365 non-member
Validity
3 years, ends December 31
Ethics deadline
30 days after passing
Results
Immediate email; 21-day review

Ten Domain Order

Leaders Fix Risk, Finance, Sustain, Communicate, Quality, Realty, Tech, Projects

Leadership, Facility ops, RiskFinance, Sustainability, CommunicationQuality, Real estate, TechnologyProject Management tenth

11 Competencies vs 10 Domains

11 core competencies

  • Study and training framework
  • Includes Occupancy & Human Factors
  • Used across IFMA credentials

10 exam domains

  • Scored blueprint, domains A-J
  • 10 items each, 100 total
  • No human factors domain

The exam scores domains

Eligibility Path Picker

  1. FM bachelor's or master'sOption 1(3 years experience)
  2. Any other education levelOption 2(5 years experience)
  3. Only internship experienceNot yet eligible(Internships never count)
  4. Experience is narrowBroaden first(Most domains required)
  5. Passed, ethics outstandingFinish within 30 days(Otherwise credential inactive)

Exam Blueprint Map

A Leadership & Strategy
Strategy, change, relationships10 items
B Facility Operations
Systems, maintenance, FF&E, security10 items
C Risk Management
Resilience, planning, emergencies10 items
D Finance & Business
Budgeting, procurement, analysis10 items
E Sustainability
Energy, water, waste, wellness10 items
F Communication
Communication skills, plan management10 items
G Quality
Quality management, improvement10 items
H Real Estate
Master planning, programming10 items
I Facility Technology
Data, technology, cyber-security10 items
J Project Management
Design, delivery, closeout10 items

Exam Numbers

120 items, 100 scored, 3 hours

20 unscored pretestThree-option items4-hour appointment

Scored vs Pretest Items

100 scored

  • Decide your pass/fail result
  • Spread evenly across domains

20 pretest

  • Unscored, being trialled
  • Mixed in and unmarked

Answer all 120 items

Credential Rules

Eligibility Option 1
FM degree, 3 years
Eligibility Option 2
Any education, 5 years
Internships
Never count as experience
Ethics assessment
Required within 30 days
Ethics renewal
Every six years
Eligibility window
90 days after approval
Window extension
90 more days, $50
Application audit
Random; verifies experience, degree
Fee tiers
Country-based; Tier 1 highest

Recertification Math

Three each in two categories, six total

At least three activities per categoryMinimum two of four categoriesSix activities per three-year cycleEthics training every six years

Grace Period vs Late Period

Grace period

  • January 1 to March 31
  • No penalty applies

Late period

  • April 1 to June 30
  • $100 late fee

After June 30, retake

Exam Day Rules

Arrival
30 minutes before appointment
Late arrival
Over 15 minutes, no-show
Identification
Two IDs, one photo
Calculators
Not permitted
Notes and books
Not permitted
Scratch paper
Allowed, must be returned
Breaks
Unscheduled; timer keeps running
Exhibits
Single item or symbol
Official confirmation
Within 21 business days

FCI Bands

Good 5, fair 10, poor 30

Under 5% good5-10% fair10-30% poorAbove 30% critical

Preventive vs Predictive

Preventive

  • Fixed calendar or runtime
  • Runs regardless of condition

Predictive

  • Condition data triggers work
  • Vibration, thermography, oil analysis

Interval versus condition

Maintenance Strategy Picker

  1. Failure risk is criticalRCM(Analyze failure modes)
  2. Condition data availablePredictive(Sensors trigger work)
  3. Known wear intervalPreventive(Fixed time or runtime)
  4. Asset cheap and non-criticalRun-to-failure(Lowest program cost)
  5. Fault already reportedCorrective(Repair this period)
  6. Funding was cutDeferred(Raises FCI over time)

Maintenance Strategies

Preventive (PM)
Fixed time or runtime
Predictive (PdM)
Condition data triggers work
Corrective
Repairs a found fault
Deferred
Postponed past due date
Reliability-centered (RCM)
Failure mode drives strategy
Run-to-failure
Cheap, non-critical assets
MTBF
Mean time between failures
MTTR
Mean time to repair

Operations Metrics

FCI
Deferred maintenance over replacement value
FCI good
Under 5%
FCI fair
5-10%
FCI poor
10-30%
FCI critical
Above 30%
PM completion rate
Completed over scheduled PMs
Work management system
Estimate, plan, schedule, track

Building Systems

Infrastructure
Structure, systems, envelope
Building systems
HVAC, electrical, plumbing, transport
FF&E
Movable, non-permanent connections
Grounds
Exterior non-structure elements
Renewal
Restores previous good condition
Renovation
Enhances or changes use

Continuity Four Rs

Respond, recover, resume, restore

BCP defines each stageRTO sets the clockRPO limits data loss

RTO vs RPO

RTO

  • How fast to restore
  • Measured as downtime

RPO

  • How much data lost
  • Sets backup frequency

Time versus data loss

Emergency Response Picker

  1. Odor plus occupant symptomsEvacuate the area(People before investigation)
  2. Need restoration deadlineRTO(Comes from impact analysis)
  3. Need data loss limitRPO(Backup frequency follows)
  4. Multi-site global incidentMultiple command posts(ICS scales up)
  5. Unsafe condition during responseSafety Officer stops work(Direct authority)

Risk & Continuity

BIA
Ranks processes by impact
RTO
Target restoration time
RPO
Maximum tolerable data loss
Resilience
Adaptive capacity under change
Business continuity
Delivery at predefined levels
BCP
Respond, recover, resume, restore
ICS
Scalable incident command structure
Incident Commander
Holds overall tactical authority
Safety Officer
Can stop unsafe operations

Risk Responses

Avoid
Removes the hazard entirely
Mitigate
Reduces likelihood or impact
Transfer
Insurance or contract clause
Accept
Retain; mitigation costs more
Risk assessment
Identify, analyze, evaluate
Self-insured retention
Loss retained before insurance

CapEx vs OpEx

CapEx

  • Long-lived asset, depreciated
  • Approved as capital project

OpEx

  • Recurring annual operating cost
  • Funded from operating budget

Asset life drives classification

Capital Metric Picker

  1. Need total lifetime costLCCA(Design through salvage)
  2. Compare timed cash flowsNPV(Positive means accept)
  3. Need a return rateIRR(Beat the hurdle rate)
  4. Need recovery speedSimple payback(Ignores time value)
  5. Rank savings projectsSavings-to-investment ratio(Above 1 is viable)
  6. Compare ownership optionsTCO(Includes disposal cost)

Capital Appraisal

LCCA
Sums design through salvage
NPV
Discounted flows minus investment
IRR
Discount rate where NPV zero
Simple payback
Investment over annual savings
Discounted payback
Payback including discount rate
ROI
Net gain over investment
Savings-to-investment ratio
Above 1 is viable
TCO
Acquire, operate, maintain, dispose
Hurdle rate
Minimum acceptable return

Budget & Procurement

OpEx
Recurring operating budget spend
CapEx
Long-lived asset investment
Chargeback
Allocates cost to occupants
Zero-based budget
Justify every line yearly
RFI
Gathers market information
RFQ
Price-driven, defined specification
RFP
Scope plus evaluated approach
Best value
Weighs quality and price

GHG Scopes

One burns, two buys, three beyond

Scope 1 direct combustionScope 2 purchased energyScope 3 value chain

Sustainability Metrics

EUI
kBtu per square foot
Energy baseline
Reference for performance comparison
Scope 1
Direct onsite combustion emissions
Scope 2
Purchased electricity, steam, cooling
Scope 3
Indirect value chain emissions
Waste diversion rate
Diverted over total waste
Water footprint
Quantified water-related impacts
ISO 50001
Energy management system standard
ISO 14046
Water footprint standard

Energy Audit Levels

ASHRAE Level I
Walk-through, benchmark, low-cost
ASHRAE Level II
Survey, savings and costs
ASHRAE Level III
Investment-grade, capital projects
Peer benchmarking
Compare against similar buildings
Submetering
Isolates end-use consumption
Demand response
Curtails load on request

Communication Plan

Planning
Strategy to influence stakeholders
Delivery
Right method, right timeframe
Evaluation
Tests plan effectiveness
Power/interest grid
Right-sizes stakeholder effort
Manage closely
High power, high interest
Keep satisfied
High power, low interest

QA vs QC

Quality assurance

  • Process focused and proactive
  • Prevents defects occurring

Quality control

  • Product focused and reactive
  • Detects defects after work

Prevent versus detect

Quality & Performance

Quality assurance
Process focused, prevents defects
Quality control
Product focused, detects defects
KPI
Measured indicator of performance
SLA
Committed service levels, remedies
Service level assessment
Evaluate service you offer
PDCA
Plan, do, check, act
ISO 9001
Quality management system standard
ISO 41001
Facility management system standard

Usable vs Rentable Area

Usable (USF)

  • Space the tenant occupies
  • Excludes shared common areas

Rentable (RSF)

  • Usable plus common share
  • Basis for rent charged

Load factor links them

Real Estate & Space

Gross lease
Landlord pays operating expenses
Triple net (NNN)
Tenant pays proportional expenses
Modified gross
Expenses split by agreement
Base year stop
Tenant pays increases above
Usable area
Space the tenant occupies
Rentable area
Usable plus common share
Load factor
Rentable over usable area
Master planning
Long-range portfolio direction
Functional programming
Translates needs into space

CMMS vs IWMS

CMMS

  • Work orders and maintenance
  • Asset register focused

IWMS

  • Space, leases, projects, assets
  • Enterprise-wide integration

Scope of coverage differs

FM Technology Systems

CMMS
Work orders, assets, maintenance
IWMS
Integrates space, leases, assets
CAFM
Space and occupancy planning
BAS
Controls HVAC and lighting
BIM
Model-based building information
Information security
Confidentiality, integrity, availability
Security event
Possible breach or failure
Security incident
Events threatening business operations

Project Lifecycle

Planning and design
Scope, budget, schedule defined
Execution and delivery
Controls and produces deliverables
Project closeout
Close contracts, record performance
Substantial completion
Owner may occupy facility
Punch list
Remaining minor corrective items
Design-bid-build
Sequential; bids after design
Design-build
Single contract, overlapping phases

Common Traps

Competencies vs exam domains

11 competencies are training 10 domains are scored

Old form vs current

Legacy form had 180 Current exam has 120

Cut score vs percentage

Criterion-referenced cut score IFMA publishes no percentage

Appointment vs testing time

Appointment blocks 4 hours Timer counts 3 hours

Remote vs test center

Prometric test centers only Live remote no longer allowed

Corrective vs deferred

Corrective repairs this period Deferred postponed past due

Usable vs rentable area

Usable excludes common areas Rentable adds common share

Retake window vs unlimited

Reduced fee within 12 months Later attempts need reapplication

Expiry vs exam anniversary

Always December 31 Three years from exam

One price vs country tier

Tier 1 is highest Tiers 2 and 3 lower

Last Minute

  1. 1.120 items; 100 scored, 3 hours
  2. 2.Ten domains, ten items each
  3. 3.Three-option items; answer everything
  4. 4.Pass/fail; cut score unpublished
  5. 5.Prometric centers only; no remote
  6. 6.Two IDs; no calculator allowed
  7. 7.Breaks unscheduled; timer keeps running
  8. 8.FCI = deferred over replacement value
  9. 9.RTO = downtime; RPO = data
  10. 10.QA prevents; QC detects
  11. 11.Rentable = usable + common share
  12. 12.CapEx buys assets; OpEx runs them
  13. 13.Evacuate first when occupants symptomatic
  14. 14.Ethics assessment within 30 days
  15. 15.Credential ends December 31, three years
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