SCHOOL PLANT OFFICIALS SOCIETY OF ALBERTA SCHOOL PLANT OFFICIALS ASSOCIATION

CERTIFICATION HANDBOOK

TABLE OF CONTENTS

PART 1: CERTIFICATION FRAMEWORK AND PROCEDURES

OVERVIEW
GOALS FOR SCHOOL PLANT PROFESSIONAL CERTIFICATION
MEMBER SERVICES
SPONSORS
CODE OF ETHICAL PRACTICES
STANDARDS OF PROFESSIONAL KNOWLEDGE AND SKILL
THE CERTIFICATION PROCESS
CERTIFICATION CATEGORIES
STEPS TO BECOMING CERTIFIED
RENEWAL REQUIREMENTS
UPGRADING TO A HIGHER CERTIFICATION LEVEL
RENEWAL REQUIREMENTS
EQUIVALENCY
DENIAL AND REVOCATION OF CERTIFICATION
APPEALS
FEE SCHEDULE
APPLICATION FEES
EXAMINATION FEES
RENEWAL FEES

THE APPLICATION PROCESS

PROGRAM STRUCTURE
BACKGROUND
CERTIFIED SCHOOL PLANT MAINTENANCE OFFICIAL LEVEL 1
ELIGIBILITY CRITERIA
CERTIFIED SCHOOL PLANT MAINTENANCE OFFICIAL LEVEL 2
ELIGIBILITY CRITERIA
CERTIFIED MAINTENANCE PROFESSIONAL LEVEL 3
ELIGIBILITY CRITERIA
REQUIRED CORE COMPETENCIES
CERTIFIED SCHOOL PLANT OPERATIONS OFFICIAL LEVEL 1
ESSENTIAL CORE COMPETENCIES
SCHOOL PLANT OPERATIONS OFFICIAL LEVEL 1
CERTIFIED SCHOOL PLANT OPERATIONS OFFICIAL LEVEL 2
ELIGIBILITY CRITERIA
CERTIFIED SCHOOL PLANT OPERATIONS OFFICIAL LEVEL 3
ELIGIBILITY CRITERIA
ESSENTIAL CORE COMPETENCIES OF SCHOOL PLANT OPERATIONS OFFICIAL LEVEL 3
REQUIRED CORE COMPETENCIES FOR COP LEVEL 3
CERTIFIED SCHOOL PLANT FACILITY MANAGER
ELIGIBILITY CRITERIA
REQUIRED CORE COMPETENCIES

FREQUENTLY ASKED QUESTIONS (FAQS)
CERTIFICATION RENEWAL POLICY AND CONTACT HOURS

PART 2. GRANDFATHERING PROCESS

PART 3. APPENDICES

CERTIFICATION APPLICATION FORM
SPONSOR FORM
CONTINUING EDUCATION UNITS DOCUMENTATION FORM

SCHOOL PLANT OFFICIALS SOCIETY OF ALBERTA
SCHOOL PLANT OFFICIALS ASSOCIATION OF BRITISH COLUMBIA

CERTIFICATION HANDBOOK

The School Plant Officials Certification Program reflects a dedication to setting the highest standards for professionals in the management, maintenance and operation of educational buildings in Canada. The program is a joint venture between the School Plant Officials’ Society of Alberta and the School Plant Officials’ Association of British Columbia. If circumstances permit, plans call for expansion of the certification program into other provinces.

The intent of this certification program is to advance the educational facility maintenance and operations practice through the development and implementation of a valid, credible, and reliable certification system based upon a sound structure and quality standards. Industry needs will be met by establishing benchmarks for knowledge, performance, and professionalism. The certification program establishes identifiable career paths and promotes the development of a future workforce that can assure the continued growth of this practice.

To ensure the highest degree of professionalism and competency, all certified professionals must take a minimum number of continuing education units (CEUs) to maintain their certification. This requirement ensures certified practitioners always possess the most up-to-date knowledge and stay current in their skills and knowledge. Certification constitutes recognition by both organizations that, to its best knowledge, an applicant meets the minimum educational, experience, and ethical standards adopted by both organizations.

All SPOSA and SPOA members in good standing are eligible for certification, by submitting an application, fulfilling specified requirements in accordance with the regulations of SPOSA and SPOA and by practicing facility management at a high level of ethical standards. School Districts and post-secondary Institutions can also become district members in SPOSA and SPOA and have their employees certified in Levels 1 and 2. All information in this Handbook and the Certification Application Form can be found on the SPOSA website at http://www.sposa.ca/certif/applic.html and the SPOA website at http://www.sposa.ca/certif/spons.html.

Background Information

Through an initiative of the staff of Alberta Education, SPOSA was formed in 1971, and achieved recognition as a Society in 1974. Its mission is "to work in partnership with Alberta education school jurisdictions in providing teaching and learning environments which promote excellence in education."

SPOA held its inaugural meeting in Duncan, B.C. in 1964, with approximately twelve interested school plant supervisors attending. They met for the purpose of forming an association that would benefit school plant officials from all districts throughout British Columbia.

The primary focus of this initiative is to provide a means of certifying people who work in school plants in Alberta and British Columbia.

• To improve and promote, on a continuing and systematic basis, the level of professionalism in the educational facility management field.
• To provide recognition to those who have proven knowledge of the general principles and practices of educational facility management, and who have demonstrated a high level of achievement and conduct in the practice of the educational facility management profession.
• To educate the public, particularly education management officials that the practice of educational facility management calls for special training and experience.
• To inform the public, education management officials and other prospective members of the education management practices of the qualifications of educational facility management professionals.
• To encourage and assist educational facility management professionals in maintaining and increasing their knowledge and competence through continuing education and professional development activities.
• To encourage educational facility management professionals to participate regularly in the various activities offered to members of SPOSA/SPOA.

SPOSA and SPOA are continually developing services to meet the needs of its members. Some of these include:

• A Web site with complete instructions for certification and upgrading from one level to another as well as other valuable information.
• Members are listed in the roster of Certified Professionals available on the web site or from the administrative office of SPOSA and SPOA.
• Members are included in the online directory, which can be searched by any potential employer in the province of Alberta and British Columbia.
• On payment of fees, an updated certificate is presented for display.
• Designations (CEFM, CEFOP, CEFMP, etc.) which can be used after a surname on business cards and in other ways.
• Periodic newsletter with updates.
• Annual meeting of the membership during the annual conference of SPOSA/SPOA
• Promotion of qualifications of members to the educational facility management sector.
• Opportunity to network electronically or at conferences and meetings with other members.
• Provides a competitive edge to those who are certified over non-certified professionals.
• Provides confidence to educational facility employers needing consistently qualified professionals in the field.

Each new applicant is required to find one sponsor, who is a certified member. Names of all certified members appear on the SPOSA/SPOA web site. The sponsor’s role is to be available to the applicant as an advisor and mentor as he/she completes the certification documentation. The applicant sends the sponsor the completed documentation and the sponsor goes over all the documentation before it is sent to SPOSA/SPOA.

He/She checks for completeness and relevance of the information. If there are problems, the sponsor returns the documentation to the applicant with advice as to what needs to be done to bring it up to the minimum standard. If the sponsor is satisfied that it meets SPOSA/SPOA minimum requirements, he/she prepares a letter of support (See Appendix A: Application for required wording).

He/she returns it to the applicant, who forwards the entire package to SPOSA/SPOA. It is not necessary for a sponsor to personally know an applicant. Sponsors don’t need to have face-to-face contact with applicants. The support can be provided by telephone, e-mail and mail. Certified members are encouraged to show their support for SPOSA/SPOA by agreeing to work with applicants. Certified members can also play a significant role in building school plant management capability for the benefit of the entire industry by encouraging co-workers and subordinates to seek certification.

SPOSA/SPOA expect their members to follow high standards of ethical practices. Members agree to adhere to these principles. There will be times when a member senses an ethical problem. These principles will be helpful at such times, although no statement of ethics will cover all questionable situations.

• Members will strive to do their best work at all times, bringing the highest standard of professional knowledge and skill to their practice. This will include holding high standards regarding quality control and ongoing evaluation.
• Members are committed to personal and professional development and seek to be fully knowledgeable of best practices in this dynamic and changing field.
• Members will make information available on their qualifications to others. They will provide an updated and accurate profile/resumé when requested.
• Members render only those services in which they are competent and they seek expert advice when necessary.

All applicants are expected to be SPOSA and SPOA members in good standing. School Districts and post-secondary Institutions may become District Members of SPOSA/SPOA by paying an annual fee. This will allow their employees to participate in the certification process in Levels 1 and 2 without taking out full memberships for each employee. While the certification program does not require written examinations except at Level III of each specialty, people without degrees can apply for equivalency rating. An explanation of how to achieve equivalency is clarified later in this Handbook. (See Section 4 of this document for specific categories).

Applicants applying for the first time to SPOSA/SPOA certification must complete the Application Form (Appendix A). In applying, the applicant should follow the Application Form carefully as all the steps are explained and the requirements for documentation fully outlined.

Certification remains in effect for three years and every Associate, Practitioner and Life Members need only pay the annual fee to remain active at his/her level of certification. An invoice will be sent out from the headquarters of SPOSA/SPOA.

Upgrading can be done at any time, and will be effective immediately upon approval of the Certification Committee. If Members at any level request upgrading at the same time as they are re-certifying after three years, they can use the same Continuing Education Units (CEUs) for both purposes.

Certified members must renew their certification every three years. This requires documentation of 36 Continuing Education Units (CEUs). A Continuing Education Unit Documentation Form can be found in Appendix B at the end of this Handbook. It is recommended that members make copies of this form and keep a file of CEUs as they achieve them throughout the three-year period.

A few months prior to renewal, SPOSA and SPOA’s administrative offices will send out a renewal form that also appears in Appendix C of this Handbook. This form should be completed and sent in. Each certified member is expected to keep track of Continuing Education Units for re-certification and submit them for approval. The overall purpose of asking members to continue to accumulate CEUs is to encourage continuous learning and the building of new skills.

The basic requirements for any level of certification are specified in this Handbook. However, if equivalency can be demonstrated as outlined below, this will substitute for the lack of educational requirements or direct experience. The subject matter does not have to apply directly to the school plant management field, but will reflect the interest of the individual in core competencies that align with the educational facility management field.

The applicant must make a case for equivalency. He/she should particularly reference the relevant core competency. As well as providing evidence in writing, the applicant should also submit third party evidence of completion of courses, leadership given, and other ways the person has gained. Part of the equivalency requirement is a meeting with a Certified Member of SPOSA/SPOA who will carry out an interview of the applicant. This interview will be on the information submitted by the applicant to test its quality, breadth/depth and applicability.

In applying for equivalency, the applicant should specifically request an equivalency rating and submit the information to the best of his/her ability. SPOSA/SPOA will appoint a Certified Member to work with the applicant and later interview him/her. This Certified Member won’t be the Sponsor recruited by the applicant.

The equivalency rating is for SPOSA/SPOA purposes only and has no standing beyond SPOSA/SPOA.

Certification may be denied or revoked by the joint Certification Committee for any of the following reasons:

• Inaccurate information about professional employment experience.
• Inaccurate information about academic background.
• Employment or academic background is insufficient.
• Inadequate documentation of professional development credits.
• Insufficient competencies to meet the standards.
• Fees are not paid in a timely manner.
• Documentation for re-certification, after 3 years, is not submitted.
• If there is a violation of professional ethics.

Applicants for certification, re-certification and upgrade are entitled to appeal negative decisions made by the Certification Committee of SPOSA/SPOA. A letter of appeal should be submitted to the SPOSA/SPOA requesting an official review of the decision. The President of SPOSA/SPOA, on receiving the documentation, will carry out a review to assure that no mistakes have been made in how the application was originally processed. If mistakes are found, and the applicant is believed to have sufficient qualifications for the level of certification sought, the President may recommend acceptance.

If the appeal is not resolved on the above basis, then the President will first notify the applicant of the outcome of his/her review. If the applicant is not satisfied, and wishes to pursue the matter further, a second stage of appeal is put in place. The President, under these circumstances, will appoint a panel of three certified members of SPOSA/SPOA who are not currently associated with the Board to review the case and make a decision. The decision of this panel will be final.

Appeals must be received and dispensed with in a timely manner. Letters of appeal must reach the SPOSA/SPOA office within 60 days of the completion of the first certification decision. The Presidential review must be completed within 30 days of the receipt of the letter of appeal. The panel review, if required, must be completed within 60 days following the applicant’s rejection of the Presidential review.

The SPOSA/SPOA Certification Program is a self-funded program. Its costs for operations come from application, examination and renewal fees.

Fees can only be paid by cheque. Application and renewal fees are paid at the time of admission to SPOSA and SPOA certification process. Renewal fees are due on receipt of the invoice.

To become certified all applicants must complete the Application for Certification, pay the application and examination fees, have appropriate experience and education, and pass the written test. Application instructions and fee schedules are listed on the application. After applications are received at the SPOSA/SPOA office, applicant information is compiled in the certification database. An application receipt is then mailed to each applicant if requested. The experience and education given on the application are then reviewed by SPOSA/SPOA staff. Next, the applications are reviewed by the local Certification Committee. If the application is approved, then the applicant is eligible to take the certification exam. If the application is rejected, the applicant will be notified and may be asked to supply more information if warranted. After completing the written test, applicants are sent results. Those who pass will then be mailed certificates.

Test Design and Format: All certification tests are designed to test knowledge and abilities required to perform Essential Duties with threshold competence standard.

The Essential Duties and Test Content Areas for each certification were determined by a job analysis of job specifications using a modified DACUM (Acronym for Developing a Curriculum) process participated in by members of SPOA and SPOSA. All test questions are designed to measure at least one area of knowledge or ability that is required to perform an essential duty.

Test Delivery Mechanism: All tests are downloadable from the SPOSA/SPOA website. Tests are written in the English language only.

Test Format: All tests are given completely in the multiple-choice format. The multiple-choice format is considered the most effective for use in standardized tests. This objective format allows a greater coverage in content for a given amount of testing time and improves competency measurement reliability. Multiple choice questions range in complexity from simple recall of knowledge to the synthesis and evaluation of the subject matter.

Test Scoring: All tests are scored by SPOSA/SPOA. The minimum passing score is 75% of items answered correctly.

Test Result Notification: Exam results are immediately given to the certificate candidates after the examination is completed. All results are confidential and are only released to the certificate candidate. All candidates who did not pass the exam will be notified of their areas of deficiency, and may retake the exams no earlier than 90 days from the date the exam was attempted and after paying the repeat exam fee.

Issue of Certificate: Certificates will be issued to all candidates who pass the examination. Certificates are mailed about two to three weeks after the exam is passed.

Renewal of Certification: All certificates must be renewed every three years. The first renewal is due three years from the last day of the month in which the certification exam was held. Certificate renewals less than one year past due are subject to the renewal fee plus a penalty fee of 100% of the renewal fee. Certificates more than one year past due are not renewable. Re-testing is required to reinstate certificates more than one year past due. Renewal notices are mailed to certificate holders two months before the due date. It is the responsibility of the certificate holder to ensure that his or her certificate(s) remains valid. Continuing education will be required for renewal.

The Educational Facility Maintenance Professional certification and the Educational Facility Operations Professional certification describes the career path and increasing complexity of these parallel occupations typically involved in the effective management of facility operations. At the most advanced level, Certified Educational Facility Manager Level, certificate candidates are expected to have some technical knowledge of both vocations. The level of technical knowledge for each of these levels is outlined in the sections explaining qualifications for each one.

Levels 1 to III are composed of Educational Facility Maintenance and Educational Facility Operations certifications. The level of technical expertise at these levels is more specialized than at the most advanced level.

The School Plant Management Certification structure is based on the same research and job analyses that are the basis of the test design. Research consisted of analyzing job specifications through a modified DACUM process and working with the feedback from a combined SPOSA and SPOA working group.

The figure below diagrams the certification structure. At the entry level is Certified Educational Facility Operations Professional Level 1 and Certified Educational Facility Maintenance Professional Level 1. These entry-level certifications are designed to measure competence as qualified entry-level professionals at each level. Certificate candidates should be familiar with the core competencies listed in this handbook.

Level II and III are specialist levels where candidates may choose to demonstrate their competency in either vocation. At these levels candidates are expected to have a wide range of knowledge within their specialty. Many candidates find that the scope of knowledge required for successful completion of the test is beyond that utilized on a daily basis at their own workplace. Certificate holders are expected to demonstrate a wide range of knowledge, skills, and abilities because they should be able to perform the essential duties of their jobs at any educational facility. Certification at Level also involves competency as supervisors in the applicant’s area of specialization.

Certification as an Educational Facility Manager is designed for managerial level personnel involved with plant management, whose area of responsibility involves both maintenance and operations. It also requires basic knowledge of Facility Planning and Management. Certified individuals at this level are expected to demonstrate competency as managers of comprehensive plant maintenance operations. Qualified candidates should be able to demonstrate the managerial functions, as well as the ability to understand and make managerial level decisions regarding maintenance and operations issues.

CERTIFICATION LEVELS AND DESIGNATIONS

Educational Facility Maintenance Professional Level I Certification is designed to demonstrate competency at the entry and basic working level. More specifically, Level I certification implies competence in the knowledge, skills and abilities required to perform the Essential Duties of an entry level Educational Facility Maintenance Official.

There are no additional experience or education requirements for Level I certification. Completing the Application for Certification, paying the appropriate application fee and fulfillment of these qualifications are the only requirements.

ESSENTIAL CORE COMPETENCIES

Individuals certified as Level I Educational Facility Maintenance Professional are expected to possess acceptable competency when performing the tasks that are necessary for entry-level responsibilities. These necessary tasks are known as the Required Core Competencies. The certification indicates knowledge, skills and abilities required to perform the Required Core Competencies.

Analyze components of the construction industry

• Identify components of the construction industry (e.g., residential, commercial, heavy, highway)

Estimate needed materials and costs

• Calculate area and volume of given dimensions
• Calculate the amount of material needed for given dimensions

Demonstrate knowledge of basic wood construction skills

• Identify types of layout instruments/tools and their functions
• Identify types of fasteners used in wood construction
• Select types of fasteners appropriate for a given assembly task

Demonstrate knowledge of basic electrical and electronics theory

• Differentiate between AC and DC terms and applications
• Demonstrate knowledge of safety procedures related to working with electricity and electronics

Verify proper installation of various electrical and electronic components and fixtures

• Demonstrate basic knowledge of circuit breakers, fuses, and other over-current devices
• Verify the operation of a ground-fault circuit interrupter using a GFCI tester
• Demonstrate knowledge of how to use electrical/electronic testing equipment

Demonstrate knowledge of refrigeration and heat principles and practices

• Identify how refrigeration and heat principles relate to the construction industry

Demonstrate knowledge of piping systems in the construction industry

• Demonstrate knowledge of the characteristics and functions of potable and nonpotable systems

Demonstrate knowledge of masonry basics in the construction industry

• Identify basic uses of concrete
• Identify alternative components

Build internal and external customer relations

• Recognize the importance of all customers to business
• Demonstrate knowledge of the relationship between meeting customer needs and profitability

Communicate using telecommunications tools

• Operate telecommunications equipment in accordance with company policy
• Communicate via telephones, voice mail, e-mail, and teleconferencing and paging systems
• Take complete and accurate telephone messages
• Give complete and accurate telephone messages
• Follow established telephone etiquette

Prepare documentation for work orders

• Write work orders, including change documents

Demonstrate use of basic measuring tools

• Identify measuring tools and their functions
• Select measuring tools appropriate for given task
• Measure inside/outside diameters, lift, end-play, and backlash

Operate power tools and stationary equipment

• Identify types of power tools and stationary equipment and their functions
• Select power tool and stationary equipment appropriate for given task
• Inspect power tools and stationary equipment
• Operate power tools and stationary equipment for given task
• Apply established safety procedures
• Maintain power tools and stationary equipment
• Store tools and accessories in designated area

Follow established procedures for using common hand tools

• Identify construction tools and their uses (impact, cutting, shaping, gripping, holding)
• Select tools appropriate for given task
• Inspect tools before using for specified task
• Follow established safety procedures for given tool
• Perform specified task with given tool
• Maintain tools
• Inventory tools
• Secure tools

Exhibit business and work ethics

• Attend work as scheduled
• Follow established rules of conduct
• Exhibit characteristics and responsibilities of teamwork
• Exhibit characteristics of a productive employee (friendliness, quality of work, honesty, loyalty, initiative, flexibility, positive attitude, punctuality)
• Respect property of customers, other trades, and coworkers

Identify legal issues and regulatory standards applicable to the construction industry

• Demonstrate knowledge of contracts
• Determine which code(s) apply to given situation

Maintain general safety in accordance with government regulations and health standards

• Wear protective clothing appropriate for job (hard hat, hard-toed shoes, buttoned-sleeve shirt, etc.)
• Wear protection devices appropriate for job (dust mask, hearing protection, respirators)
• Check self for potential hazards (secure hair, remove jewelry)
• Practice established lifting techniques
• Maintain personal protective equipment (inspect, clean, repair)
• Follow established procedures for the use of safety apparatus and equipment, including fall protection
• Identify the location of emergency flush showers, eye-wash fountains, first-aid stations, fire alarms, and exits
• Maintain work areas in accordance with standards for cleanliness and safety
• Demonstrate knowledge of how to operate fire extinguishers and of classes of fires
• Handle hazardous materials in accordance with Government regulations and health standards
• Identify types of hazardous materials
• Interpret container label precautions
• Interpret material safety data sheets (MSDSs)
• Handle tools, materials, and equipment in accordance with government regulations and health standards
• Follow established procedures for the safe use of tools, materials, and equipment, including operation, carrying, lifting, and handling
• Identify potential hazards associated with hand and power tools
• Conduct routine inspections of tools and equipment
• Maintain hand tools, power tools, and equipment
• Comply with organizational safety procedures
• Demonstrate knowledge of company safety procedures
• Demonstrate knowledge of company safety plan (e.g., contact person, forms, etc.)
• Identify basic first-aid procedures
• Identify health and safety hazards
• Perform preventive maintenance in accordance with guidelines specified by manufacturer and/or outside authorities with jurisdiction (e.g., government inspectors)
• Follow preventive maintenance schedule
• Log preventive maintenance performed

Certified Educational Facility Maintenance Professional Level 2 certification is designed to demonstrate competency at the skilled or journeyman level. Demonstrates in-depth ability to perform complex tasks, without supervision, IN ADDITION TO LEVEL ONE core competencies.

Eligibility criteria are summarized in the table below.

ESSENTIAL CORE COMPETENCIES

Individuals certified as Level 2 Educational Facility Maintenance Professionals are expected to possess acceptable competency when performing the tasks that are necessary for journeyman or skilled level responsibilities. These are outlined under the Required Core Competencies. The certification indicates knowledge, skills and abilities required to perform the Required Core Competencies.

REQUIRED CORE COMPETENCIES

Analyze trends and issues in the construction industry

106.                        Identify environmental issues related to construction

Estimate needed materials and costs

107.                        Calculate time (e.g., charge for labour on a job, project completion, project schedules)

Demonstrate knowledge of basic wood construction skills

108.                        Identify construction features and their relationships to the overall structure

Demonstrate knowledge of basic electrical and electronics theory

109.                        Demonstrate knowledge of local codes and National Electrical Code (NEC)

Demonstrate knowledge of refrigeration and heat principles and practices

110.                        Identify how refrigeration and heat principles relate to the construction industry

111.                        Identify the properties of heat, refrigerants, and mechanical refrigerant cycles

112.                        Demonstrate awareness of local, provincial, and national codes related to refrigeration/heating systems

Build internal and external customer relations

113.                        Interact with customers and vendors in a professional manner (prompt, friendly, courteous, helpful, knowledgeable, understandable, ethical, accurate)

114.                        Follow through on goals, objectives, and commitments made to customers and vendors (deadlines, delivery specifications)

Interpret blueprints and schematics

115.                        Identify established procedures for interpreting blueprints and diagrams

116.                        Interpret dimensions, symbols, types of lines, views, and scales

117.                        Determine tolerances associated with dimensions

Interpret construction drawings

118.                        Identify types of drawings and specifications, including those created electronically

119.                        Identify common scales used in construction drawings

120.                        Identify information about construction features and their relationship using sections and details

Document accidents

121.                        File reports with appropriate personnel

Troubleshoot maintenance problems in accordance with established procedures

122.                        Document maintenance problems

123.                        Obtain all available information about given maintenance problem, including safety procedures (e.g., LOTO, MSDS), using specifications manuals

Exhibit business and work ethics

124.                        Prioritize work

Demonstrate the ability to work on a team in a construction environment

125.                        Identify types of teams (e.g., cross-functional, cross-trained)

126.                        Identify the role of teams in high-performance workplaces

127.                        Analyze unique issues associated with working on teams

128.                        Apply team problem-solving and conflict-resolution practices

Identify legal issues and regulatory standards applicable to the construction industry

129.                        Demonstrate general knowledge of contracts

130.                        Determine which code(s) apply to given situation

Analyze information from job-related reference materials

131.                        Locate needed reference materials

132.                        Select useful support materials and documentation

133.                        Interpret information (e.g., specifications, drawings, contract documents) provided in reference materials

Maintain general safety in accordance with government regulations and health standards

134.                        Conduct routine building safety inspections

Perform preventive maintenance in accordance with guidelines specified by manufacturer and/or outside authorities with jurisdiction (e.g., government inspectors)

135.                        Access needed information using preventive maintenance manuals

Coordinate maintenance activities and resources

136.                        Develop, maintain and coordinate procedures to ensure timely response to plant maintenance.

137.                        Supervise the current inventory of supplies, tools and equipment.

138.                        Supervise the dispersal of required materials and supplies.

139.                        Complete maintenance schedule for areas assigned, with the frequency requirements provided.

Manage single trade projects

140.                        Identify stakeholders, decision makers and escalation procedures

Level III Certification is designed to demonstrate competency at the lead or advanced technical level and supervisory core competencies. More specifically, Level III certification implies competence in the knowledge, skills and abilities required to perform the essential duties of a lead or advanced educational facility maintenance official.

Eligibility criteria are summarized in the table below:

Qualifying With Your Education

Holding a college degree, or its equivalent, in a field related to your vocation may replace the typical educational background required and Level 2 certification. Your degree must be in a field that is related to the certificate for which you are applying. If you are uncertain if your degree is related to your vocation you should still include your degree information in your application. The Certification Program Committee will determine if your degree qualifies. If it does not, you will be accepted for the next highest level for which you qualify. Associate’s and Bachelor’s degrees in technical fields are usually accepted. Degrees are evaluated on a case-by-case basis upon receipt of the application. College credit without a degree is not accepted unless it can be demonstrated that the credit is equivalent to a degree.

Knowledge, skills and abilities identified on the Competency Specifications for Certified Maintenance Professional Level I, and Certified Maintenance Professional Level II.

Analyze trends and issues in the construction industry

141.                        Analyze how demographic changes influence the labour market conditions

Estimate needed materials and costs

142.                        Estimate the cost of labour and overhead based on given set of contract documents

Build internal and external customer relations

143.                        Handle customer complaints in accordance with customer service policy

144.                        Deliver formal and informal presentations

Prepare documentation for work orders

145.                        Evaluate job costs

Interpret blueprints and schematics

146.                        Make spatial interpretation of various three-dimensional forms for two-dimensional drawings

Analyze the role of technology in construction

147.                        Identify technological advancements and their influence on the construction industry

148.                        Analyze the costs and benefits of technological innovations

Demonstrate the ability to work on a team in a construction environment

149.                        Identify the role of teams in high-performance workplaces

150.                        Apply team problem-solving and conflict-resolution practices

Identify legal issues and regulatory standards applicable to the construction industry

151.                        Demonstrate knowledge regarding negligence and its consequences

152.                        Identify established company/agency policies for dealing with legal issues

153.                        Analyze the interrelationship between local and national codes

Coordinate maintenance activities and resources

154.                        Monitor the development of the both short- and long-range plant maintenance plans.

Supervise and train staff

155.                        Supervise assigned personnel, conduct annual performance appraisals and make recommendations for appropriate employment action.

156.                        Interview and recommend the hiring of custodians.

Manage complex projects

157.                        Define scope of project

158.                        Identify stakeholders, decision makers and escalation procedures

159.                        Identify required resources and budget

160.                        Evaluate project requirements

161.                        Identify, evaluate and mitigate risks

162.                        Identify and track critical milestones

163.                        Initiate and participate in project phase review

Certified Educational Facility Operations Professional Level I: Certification is designed to demonstrate competency at the entry and basic working level. More specifically, Level I certification implies competence in the knowledge, skills and abilities required to perform the essential duties of an entry level Educational Facility Operations Official.

There are no additional experience or education requirements for Level I certification. Completing the Application for Certification, paying the appropriate application fee and fulfillment of these qualifications are the only requirements.

ESSENTIAL CORE COMPETENCIES

Individuals certified as Level I Educational Facility Operations Professionals are expected to possess acceptable competency when performing the tasks that are necessary for entry-level responsibilities. These necessary tasks are known as the Required Core Competencies. The certification indicates knowledge, skills and abilities required to perform the Required Core Competencies.

REQUIRED CORE COMPETENCIES

Operate cleaning tools and other equipment.

164.                        Identify types of cleaning equipment (buffer, auto scrubber, carpet cleaner, etc.) and their functions

165.                        Select cleaning tool appropriate for given task

166.                        Operate cleaning tools and wide variety of hand and power tools for given task

167.                        Apply established safety procedures

168.                        Maintain cleaning tools and stationary equipment

169.                        Store tools and accessories in designated area

Provide care and routine maintenance of grounds.

170.                        Properly operate power mowing, tilling and trimming equipment to cut grass, edge walks, flower beds, curbs, etc.

171.                        Monitor and maintain fluid levels as pertaining to each piece of equipment.

172.                        Observe safety rules while operating equipment (i.e. directions of discharge, transport and mowing speeds, yielding to motorized and pedestrian traffic). Wears protective equipment.

173.                        Maintain appearance and safety conditions outside of building: remove snow and ice; collect litter; sweep walkways; prepare grounds for planting. Seed, water, mow, and fertilize lawn and repair benches, tables, sprinkling equipment, and planters.

174.                        Pick up and dispose of debris and leaves as needed and according to guidelines.

Perform building security and minor mechanical adjustments and repairs

175.                        Monitors climate control system to conserve energy, and to ensure public safety.

176.                        Locks and unlocks building(s).

177.                        Coordinates with supervisor to establish security procedures.

178.                        Responds to calls on security problems when needed.

179.                        Keeps up-to-date material safety data sheets (MSDS) on file.

180.                        Makes recommendations to supervisor(s) for operating building(s) more efficiently.

Demonstrate general knowledge of various technologies involved in operating and maintaining a building

181.                        Demonstrate knowledge of circuit breakers, fuses, and other over-current devices.

182.                        Demonstrate knowledge of the operation of compressors, condensers, and metering devices.

183.                        Demonstrate knowledge of safety guidelines and regulations applicable to working with these systems.

Build internal and external customer relations

184.                        Recognize the importance of all customers to business

185.                        Interact with customers and vendors in a professional manner (prompt, friendly, courteous, helpful, knowledgeable, understandable, ethical, accurate)

Communicate using telecommunications tools

186.                        Operate telecommunications equipment in accordance with organizational policy

187.                        Communicate via telephones, voice mail, e-mail, and teleconferencing and paging systems

188.                        Take complete and accurate telephone messages

189.                        Give complete and accurate telephone messages

190.                        Follow established telephone etiquette

Exhibit business and work ethics

191.                        Attend work as scheduled

192.                        Follow established rules of conduct

193.                        Exhibit characteristics and responsibilities of teamwork

194.                        Exhibit characteristics of a productive employee (friendliness, quality of work, honesty, loyalty, initiative, flexibility, positive attitude, punctuality)

195.                        Respect property of customers, other trades, and coworkers

Maintain general safety in accordance with government regulations and health standards

196.                        Wear protective clothing appropriate for job (hard hat, hard-toed shoes, buttoned-sleeve shirt, gloves, eye protection, etc.)

197.                        Wear protection devices appropriate for job (dust mask, hearing protection, respirators)

198.                        Practice established lifting techniques

199.                        Follow established procedures for the use of safety apparatus and equipment, including fall protection

200.                        Identify the location of emergency flush showers, eye-wash fountains, first-aid stations, fire alarms, and exits

201.                        Maintain work areas in accordance with standards for cleanliness and safety

202.                        Demonstrate knowledge of how to operate fire extinguishers and of classes of fires

Handle hazardous materials in accordance with government regulations and health standards

203.                        Identify types of hazardous material

204.                        Interpret container label precautions

205.                        Interpret material safety data sheets

206.                        Store hazardous materials in accordance with government regulations

Handle tools, materials, and equipment in accordance with government regulations and health standards

207.                        Follow established procedures for the safe use of tools, materials, and equipment, including operation, carrying, lifting, and handling

208.                        Identify potential hazards associated with hand and power tools

209.                        Conduct routine inspections of tools and equipment

210.                        Maintain hand tools, power tools, and equipment

Comply with organizational safety procedures

211.                        Demonstrate knowledge of organizational safety procedures

212.                        Demonstrate knowledge of organizational safety plan (e.g., contact person, forms, etc.)

213.                        Identify basic first-aid procedures

214.                        Identify health and safety hazards

215.                        Follow environmental precautions when discarding parts

Certified Educational Facility Operations Professional Level 2 certification is designed to demonstrate competency at the skilled or journeyman level. Demonstrates in-depth ability to perform complex tasks, without supervision, IN ADDITION TO LEVEL ONE core competencies.

ESSENTIAL CORE COMPETENCIES

Individuals certified as Level 2 Educational Facility Maintenance Professionals are expected to possess acceptable competency when performing the tasks that are necessary for journeyman or skilled level responsibilities. These are outlined under the Required Core Competencies. The certification indicates knowledge, skills and abilities required to perform the Required Core Competencies.

REQUIRED CORE COMPETENCIES

Troubleshoot custodial problems in accordance with established procedures

216.                        Identify specific problem(s)

217.                        Document custodial problems

218.                        Obtain all available information about given problem, including safety procedures (e.g., MSDS), using specifications manuals

219.                        Perform operational checks

220.                        Identify possible solutions for identified custodial problems

Estimate needed materials and costs

221.                        Calculate area and volume of given dimensions

222.                        Calculate the amount of material needed for given dimensions

223.                        Calculate time (e.g., charge for labour on a job, project completion, project schedules)

224.                        Determine actual measurements based on a given

225.                        Calculate ratio and proportion of materials

226.                        Estimate materials needed for a given job

227.                        Solve job-related problems using mathematical handbooks, charts and tables (bend pipe, roof pitch)

Demonstrate general knowledge of various technologies involved in operating and maintaining a building.

Demonstrate knowledge of the characteristics and functions of heat systems (e.g., electric resistance, gas-fired, heat pump, oil-fired, and air/water)

Build internal and external customer relations

228.                        Follow through on goals, objectives, and commitments made to customers and vendors (deadlines, delivery specifications)

229.                        Handle customer complaints in accordance with customer service policy

Communicate using telecommunications tools

230.                        Identify organizational policies regarding use of telecommunications tools (telephones, Answering machine, voice mail, e-mail, teleconferencing systems, pagers, fax, Internet)

231.                        Keep up-to-date concerning new and emerging communication technologies

Prepare documentation for work orders

232.                        Write work orders, including change documents

233.                        Calculate billing

234.                        Confirm parts prices

Document accidents

235.                        Complete accident reports in accordance with established standards (e.g., completely, legibly, neatly, accurately, in a timely manner)

236.                        File reports with appropriate personnel

237.                        Demonstrate knowledge of the workers compensation system

Exhibit business and work ethics

Prioritize work.

Demonstrate the ability to work on a team

238.                        Identify types of teams (e.g., cross-functional, cross-trained)

239.                        Apply team problem-solving and conflict-resolution practices

Analyze information from job-related reference materials

240.                        Locate needed reference materials

241.                        Select useful support materials and documentation

242.                        Interpret information (e.g., specifications, drawings, contract documents, instruction manuals) provided in reference materials

Maintain general safety in accordance with government regulations and health standards

243.                        Check power sources for potential hazards

244.                        Confirm proper grounding

245.                        Shut down power equipment in dangerous situations using power disconnect switches and established lock-out/tag-out procedures

246.                        Establish procedures that ensure personnel awareness of government rules and health-safety standards and ensure the standards are implemented.

247.                        Inspect air makeup and exhaust systems, including intake filters, exhaust filters, fan and other mechanical components.

Handle hazardous materials in accordance with government regulations and health standards

Dispose of hazardous materials in accordance with government regulations.

Coordinate custodial activities and resources

248.                        Supervise the dispersal of required materials and supplies.

249.                        Supervise current inventory of custodial supplies, tools and equipment.

250.                        Complete cleaning schedule for areas assigned, with the frequency requirements provided, and look for ways to improve the schedul

Supervise and train custodial staff

251.                        Interview and recommend the hiring of custodians.

Level III Certification is designed to demonstrate competency at the lead or advanced technical level and supervisory core competencies. More specifically, Level III certification implies competence in the knowledge, skills and abilities required to perform the essential duties of a lead or advanced school plant maintenance official, i.e. To provide leadership, supervision and maintenance of the sanitation, cleanliness and safety for the physical plant and grounds.

Individuals certified as Level 3 Educational Facility Operations Professionals are expected to possess acceptable competency when performing the tasks that are necessary for advanced supervisory responsibilities. These are outlined under the Required Core Competencies. The certification test measures knowledge, skills and abilities required to perform the Required Core Competencies.

Estimate needed materials and costs

Estimate the cost of labor and overhead based on given set of contracts

Build internal and external customer relations

Deliver formal and informal presentations to stakeholders, as appropriate

Prepare documentation for work orders

Evaluate job costs

Demonstrate the ability to work on a team

252.                        Identify the role of teams in high-performance workplaces

253.                        Analyze unique issues associated with working on teams

Identify applicable legal issues and regulatory standards

254.                        Demonstrate knowledge of contracts

255.                        Demonstrate knowledge regarding negligence and its consequences

256.                        Identify established organizational/agency policies for dealing with legal issues

257.                        Analyze the interrelationship between local and national codes

258.                        Determine which code(s) apply to given situation

Coordinate custodial activities and resources

259.                        Develop, maintain and coordinate procedures to ensure timely response to plant maintenance.

260.                        Prepare all required reports and maintain all appropriate records.

261.                        Monitor the development of the both short- and long-range plant maintenance plans.

262.                        Supervise the physical security of school building(s).

Supervise and train custodial staff

Supervise assigned personnel, conduct annual performance appraisals and make recommendations for appropriate employment action.

Design and manage complex project

263.                        Define scope of project

264.                        Identify stakeholders, decision makers and escalation procedures

265.                        Estimate time requirements

266.                        Gantt/ PERT chart sequenced appropriately.

267.                        Identify required resources and budget

268.                        Evaluate project requirements

269.                        Identify, evaluate and mitigate risks

270.                        Develop initial project, including options analysis

271.                        Identify and track critical milestones

272.                        Initiate and participate in project phase review

The Certified Educational Facility Manager designation is designed for managerial level personnel involved with all aspects of the plant environment. Certified individuals at this level are expected to demonstrate competency as managers of both plant maintenance and operations. Qualified candidates should be able to demonstrate the managerial functions, as well as the ability to provide overall leadership in the design, management and monitoring of all aspects of building design, construction, improvement and major repair projects for school board facilities, including the areas of cleanliness and safety in facilities and school grounds.

Qualifying With Your Education

Holding a college degree, or its equivalent, in a field related to your vocation will reduce the number of years required for your test (see the table above). Your degree must be in a field that is related to the certificate for which you are applying. If you are uncertain if your degree is related to your vocation, you should still include your degree information in your application. The Certification Program Committee will determine if your degree qualifies. If it does not, you will be accepted for the next highest grade level for which you qualify. Associate’s and Bachelor’s degrees in technical fields are usually accepted. Degrees are evaluated on a case-by-case basis upon receipt of the application. College credit without a degree is not accepted unless it can be demonstrated that the credit is equivalent to a degree.

Core Competencies Individuals certified as Certified Educational Facility Managers are expected to possess acceptable competency when performing the tasks that are necessary for overall school building management. The certification test measures knowledge, skills and abilities on core competencies required to perform the Essential Duties.

Analyze components of the construction industry

273.                        Identify components of the construction industry

274.                        Demonstrate knowledge of the process of construction, from identifying customer needs to final construction stages

275.                        Identify the interrelationships between the skilled trades, architects/engineers, and materials suppliers

276.                        Investigate historical influences on the construction industry (e.g., urbanization, architectural styles, transportation needs, technological advancements, demographic/population shifts)

Analyze trends and issues in the construction industry

277.                        Keep up-to-date regarding technology in tools, equipment, materials, and practices

278.                        Identify environmental issues related to construction

279.                        Identify changes in production methods over time

280.                        Demonstrate knowledge of new and emerging safety procedures

281.                        Analyze how economic trends affect the construction industry

Estimate needed materials and costs

282.                        Calculate area and volume of given dimensions

283.                        Calculate the amount of material needed for given dimensions

284.                        Calculate time (e.g., charge for labor on a job, project completion, project schedules)

285.                        Determine actual measurements based on a given project

286.                        Calculate ratio and proportion of materials

287.                        Solve job-related problems using mathematical handbooks, charts, and tables (e.g., bend pipe, roof pitch)

288.                        Estimate materials needed for a given job

289.                        Estimate the cost of labor and overhead based on given set of contract

Demonstrate knowledge of basic wood construction skills

290.                        Identify the structural properties, grades, and types of wood and wood products

291.                        Identify construction features and their relationships to the overall structure

292.                        Identify types of layout instruments/tools and their functions

293.                        Identify types of fasteners used in wood construction

294.                        Select types of fasteners appropriate for a given assembly task

Operate cleaning tools and other equipment

295.                        Identify types of cleaning equipment (buffer, auto scrubber, carpet cleaner, etc.) and their functions

296.                        Select cleaning tool appropriate for given task

297.                        Apply established safety procedures

Troubleshoot custodial problems in accordance with established procedures

298.                        Identify specific problem(s)

299.                        Document custodial problems

300.                        Obtain all available information about given problem, including safety procedures (e.g., MSDS), using specifications manuals

301.                        Identify possible solutions for identified custodial problems

Ensure the performance of building security and minor mechanical adjustments and repairs, including:

302.                        Monitoring of climate control system to conserve energy, and to ensure public safety.

303.                        Establishment of security procedures.

304.                        Prompt response to calls on security problems when needed.

305.                        Maintenance of up-to-date material safety data sheets (MSDS) on file.

Demonstrate knowledge of basic electrical and electronics theory

306.                        Identify how electronics and electricity are used in the construction industry

307.                        Demonstrate knowledge of scientific laws related to electricity

308.                        Demonstrate knowledge of uses of series, parallel, and parallel-series circuits

309.                        Differentiate between AC and DC terms and applications

310.                        Interpret schematic drawings and blueprints

311.                        Demonstrate knowledge of local codes and National Electrical Code (NEC) ¨

312.                        Demonstrate knowledge of safety procedures related to working with electricity and electronics

Verify proper installation of various electrical and electronic components and fixtures

313.                        Demonstrate knowledge of circuit breakers, fuses, and other over-current devices

314.                        Demonstrate knowledge of conductors and other properties

315.                        Verify the operation of a ground-fault circuit interrupter using a GFCI tester

316.                        Attach testing equipment

317.                        Comply with safety procedures established for the use of testing equipment

318.                        Determine needed repairs

Demonstrate knowledge of refrigeration and heat principles and practices

319.                        Identify how refrigeration and heat principles relate to the construction industry

320.                        Identify the properties of heat, refrigerants, and mechanical refrigerant cycles

321.                        Demonstrate knowledge of the operation of compressors, condensers, and metering devices

322.                        Demonstrate knowledge of the characteristics and functions of heat systems (e.g., electric resistance, gas-fired, heat pump, oil-fired, and air/water)

323.                        Identify piping, venting, and draining systems appropriate for a given job

324.                        Demonstrate knowledge of local, provincial, and national codes related to refrigeration/heating systems

325.                        Demonstrate knowledge of safety guidelines and regulations applicable to working with refrigeration/heating systems

Demonstrate knowledge of piping systems in the construction industry

326.                        Demonstrate knowledge of the characteristics and functions of potable systems

327.                        Demonstrate knowledge of the characteristics and functions of nonpotable systems

328.                        Identify piping materials

329.                        Demonstrate knowledge of safety procedures applicable to working with piping systems

Demonstrate knowledge of masonry basics in the construction industry

330.                        Demonstrate knowledge of masonry materials and construction techniques

331.                        Identify uses of concrete

332.                        Identify alternative components

333.                        Analyze the relationship between the work of masonry and other trades

Communicate effectively with various levels of stakeholders

334.                        Build internal and external customer relations

335.                        Recognize the importance of all stakeholders to business

336.                        Demonstrate knowledge of the relationship between meeting stakeholder needs and success

337.                        Interact with stakeholders and vendors in a professional manner (prompt, friendly, courteous, helpful, knowledgeable, understandable, ethical, accurate)

338.                        Follow through on goals, objectives, and commitments made to stakeholders and vendors (deadlines, delivery specifications)

339.                        Handle customer complaints in accordance with customer service policy

340.                        Deliver formal and informal presentations

Communicate using telecommunications tools

341.                        Identify company policies regarding use of telecommunications tools (telephones, answering machine, voice mail, e-mail, teleconferencing systems, pagers, fax, Internet)

342.                        Operate telecommunications equipment in accordance with company policy

343.                        Communicate via telephones, voice mail, e-mail, and teleconferencing and paging systems

344.                        Keep up-to-date concerning new and emerging communication technologies

Ensure accurate documentation of work orders, including review and supervision of:

345.                        Work orders, including change documents

346.                        Billing

347.                        Evaluation of job costs

Interpret blueprints and schematics

348.                        Identify established procedures for interpreting blueprints and diagrams

349.                        Interpret dimensions, symbols, types of lines, views, and scales

350.                        Determine tolerances associated with dimensions

351.                        Make spatial interpretation of various three-dimensional forms for two-dimensional drawings

352.                        Apply basic algebraic procedures and geometric concepts to blueprint reading

353.                        Work within established industry tolerance parameters as defined by the blueprints

Interpret construction drawings

354.                        Identify types of drawings and specifications, including those created electronically

355.                        Identify common scales used in construction drawings

356.                        Identify information about construction features and their relationship using sections and details

357.                        Interpret symbols

358.                        Identify general construction information not clearly indicated by the dimensions using schedules

359.                        Demonstrate knowledge of zoning, building permits, property lines, utilities, building line, setback, building corners, and elevation

360.                        Identify the need for the coordination of all trade documents

361.                        Develops design criteria and prepares architectural, HVAC, electrical, and plumbing/ mechanical plans and material specifications

Ensure thorough and accurate documentation of accidents, including:

362.                        Completion of accident reports in accordance with established standards (e.g., completely, legibly neatly, accurately, in a timely manner)

363.                        Filing of reports with appropriate personnel

364.                        Appropriate application of the provisions of the workers compensation system

Analyze the role of technology in construction

365.                        Demonstrate knowledge of technology trends

366.                        Identify technological advancements and their influence on the construction industry

367.                        Analyze the costs and benefits of technological innovations

Demonstrate use of basic measuring tools

368.                        Identify measuring tools and their functions

369.                        Select measuring tools appropriate for given task

370.                        Measure inside/outside diameters, lift, end-play, and backlash

371.                        Interpret charts, graphs, and schematics

Operate power tools and stationary equipment

372.                        Identify types of power tools and stationary equipment and their functions

373.                        Select power tool and stationary equipment appropriate for given task

374.                        Apply established safety procedures

Ensure compliance with established procedures for using common hand tools, including:

375.                        Appropriate use and maintenance of construction tools (impact, cutting, shaping, gripping, holding)

376.                        Selection of tools appropriate for given task

377.                        Inspection of tools before using for specified task

378.                        Compliance with established safety procedures for given tool

Ensure troubleshooting of maintenance problems in accordance with established procedures, including:

379.                        Performance of multi-sensory inspections

380.                        Identification of specific problem(s)

381.                        Documentation of maintenance problems

382.                        Collection of all available information about given maintenance problem, including safety procedures (e.g., LOTO, MSDS), using specifications manuals

383.                        Performance of operational checks

384.                        Identification of possible solutions for identified maintenance problems

Establish elevation reference points from benchmarks and baselines

385.                        Locate bench marks and/or baselines

386.                        Establish height using a levelling instrument (e.g., laser, transit)

387.                        Set grade stakes

Exhibit business and work ethics

388.                        Attend work as scheduled

389.                        Follow established rules of conduct

390.                        Exhibit characteristics and responsibilities of teamwork

391.                        Exhibit characteristics of a productive employee (friendliness, quality of work, honesty, loyalty, initiative, flexibility, positive attitude, punctuality)

392.                        Respect property of customers, other trades, and coworkers

393.                        Prioritize work

Demonstrate the ability to work on a team in a construction environment

394.                        Identify types of teams (e.g., cross-functional, cross-trained)

395.                        Identify the role of teams in high-performance workplaces

396.                        Analyze unique issues associated with working on teams

397.                        Apply team problem-solving and conflict-resolution practices

Identify legal issues and regulatory standards applicable to the construction industry

398.                        Demonstrate knowledge of contracts

399.                        Demonstrate knowledge regarding negligence and its consequences

400.                        Identify established company/agency policies for dealing with legal issues

401.                        Analyze the interrelationship between local and national codes

402.                        Determine which code(s) apply to given situation

Analyze information from job-related reference materials

403.                        Locate needed reference materials

404.                        Select useful support materials and documentation

405.                        Interpret information (e.g., specifications, drawings, contract documents) provided in reference materials

Ensure that general safety is maintained by all employees, in accordance with government regulations and health standards, including:

406.                        Wearing of protective clothing appropriate for job (hard hat, hard-toed shoes, buttoned-sleeve shirt, gloves, eye protection, etc.)

407.                        Wearing of protection devices appropriate for job (dust mask, hearing protection, respirators)

408.                        Checking self for potential hazards (secure hair, remove jewelry)

409.                        Practicing established lifting techniques

410.                        Maintaining personal protective equipment (inspect, clean, repair)

411.                        Following established procedures for the use of safety apparatus and equipment, including fall protection

412.                        Conducting routine building safety inspections

413.                        Identification of the location of emergency flush showers, eye-wash fountains, first-aid stations, fire alarms, and exits

Ensure that hazardous materials are handled in accordance with government regulations and health standards, including:

414.                        Identification of types of hazardous materials

415.                        Interpretation of container label precautions

416.                        Interpretation of material safety data sheets (MSDSs)

417.                        Storage of hazardous materials in accordance with government regulations

418.                        Disposal of hazardous materials in accordance with government regulations

Ensure that tools, materials, and equipment are handled in accordance with government regulations and health standards, including:

419.                        Compliance with established procedures for the safe use of tools, materials, and equipment, including operation, carrying, lifting, and handling

Ensure compliance with organizational safety procedures, including:

420.                        Company safety procedures

421.                        Company safety plan (e.g., contact person, forms, etc.)

422.                        Identification of liability of technician and employer

423.                        Identification of basic first-aid procedures

424.                        Identification of health and safety hazards

425.                        Ensure compliance with environmental precautions when discarding parts

Ensure the performance of preventive maintenance in accordance with guidelines specified by manufacturer and/or outside authorities with jurisdiction (e.g., government inspectors), including:

426.                        Creation of operating and maintenance records

427.                        Implementation of preventive maintenance schedule

428.                        Maintenance of a preventive maintenance log

Initiates, monitors, inspects, and reports on contracts for building, building equipment, and construction work

429.                        Develops design criteria and prepares architectural, HVAC, electrical, and plumbing/mechanical plans and material specifications

430.                        Conducts pre-bid site visits with contractors and assists in the contractor evaluation and selection process

431.                        Prepares proposals and cost estimates for five-year capital improvement plans for various departments

Coordinate all facility construction, maintenance and custodial activities

432.                        Develop, maintain and coordinate procedures to ensure timely response to plant maintenance

433.                        Coordinates with the Purchasing agent to procure janitorial, window or other cleaning services

434.                        Monitors and reviews the work of contractors.

435.                        Coordinates purchasing and inventory of cleaning and maintenance equipment and supplies and monitors equipment and supplies purchased by contractors for adequacy and compliance with hazardous materials standards

436.                        Supervise the dispersal of required materials and supplies

437.                        Prepare all required reports and maintain all appropriate records

438.                        Monitor the development of the both short- and long-range plant maintenance plans

439.                        Coordinate the selection of design and construction professionals

440.                        Locate and recommend sites for new schools and other facilities

Manage the organization’s short- and long-range facility plans

441.                        Monitor and evaluate the planning and completion of capital improvement projects

442.                        Ensure that both capital and major maintenance projects are coordinated with appropriate regulatory agencies

443.                        Promote cooperative relationships and coordinated efforts among support services to facilitate the instructional program

444.                        Coordinate activities with architects, engineers and contractors

445.                        Evaluate and review, on a continuous basis, financial requirements and maintain a system of cost accounting in cooperation with the Finance Department

Supervise and train staff

446.                        Supervise assigned personnel, conduct annual performance appraisals and make recommendations for appropriate employment action

447.                        Interview and recommend the hiring of custodial and maintenance staff

448.                        Develop and deliver appropriate and current training for all assigned staff

Manage complex projects

449.                        Define scope of project

450.                        Identify stakeholders, decision makers and escalation procedures

451.                        Estimate time requirements

452.                        Sequence Gantt/ PERT charts appropriately

453.                        Identify required resources and budget

454.                        Evaluate project requirements

455.                        Identify, evaluate and mitigate risks

456.                        Develop initial project, including options analysis

457.                        Identify and track critical milestones

458.                        Initiate and participate in project phase review

459.                        Question: Is it required that I begin at the Level I level then work my way up from there to higher levels?
Answer: No, you may take any test that you qualify for with your education and experience. However, if you are just starting out you can see by the education and experience requirements that you can work your way up the levels faster if you become certified at Level I then achieve each successive certification as soon as you get the required education and experience.

460.                        Question: If I take a Level III test will I have to know the Content Areas for the lower level certification?
Answer: Yes, the subject matter for each test builds on the subject matter for those tests below its level. A thorough knowledge of the Test Content Areas for the level that you are taking is most important to your preparation, but you should expect questions from any of the lower Level levels.

461.                        Question: Is continuing education required to renew my certification?
Answer: Yes.

462.                        Question: How long is the test?
Answer: All tests have about 75-100 questions and 3 hours are given for completion.

463.                        Question: Can I take more than one certification test at once?
Answer: Yes, but you can only take up to two at a time. You will be given a total of three hours each to complete both tests.

464.                        Question: How do I get a receipt showing I paid for the test?
Answer: A receipt is sent to all applicants who have paid their fees about one month after the application deadline if they request one. Hold on to this receipt until the certification process is over in case you have to submit it to your employer for reimbursement.

465.                        Question: If I am applying for the Level III test do I need to be a Supervisor?
Answer: No, you just need the required number of years of supervision experience. You do not have to hold the title of “Supervisor.”

466.                        Question: Does my qualifying experience need to be at an educational facility?
Answer: Not necessarily. Similar experience maintaining another facility is also acceptable as long as it generally fits the core competencies specified.

Certificate holders will be required to complete 12 Continuing Education Units (CEUs) every year. The policy affects all certification levels.

Continuing Education is required to help ensure that individuals certified by this program continue to be knowledgeable of technological advancements and regulatory requirements in the school plant management fields. Continuing education enhances the operation, maintenance and management skills of the certificate holders, and ensures the quality of school plant management treatment. This ultimately increases the ability and confidence of certificate holders and the credibility of the educational facility management professions certified by this program.

WHAT THIS MEANS FOR CERTIFICATE HOLDERS

Certificate holders will be required to include documentation of 36 CEUs with their certificate renewals every three years. The CEUs must address the Essential Duties of the vocation and level of the certificate held. The Essential Duties are a list of job tasks that are covered on the certification tests. The Essential Duties for each certificate are available in the Certification Handbook.

Remember, any training or educational activity will be acceptable as long as it is related to at least one of the core competencies. You may even apply your CEUs to more than one certificate as long as the training program focuses on some of the Essential Duties of each vocation. A list of pre-approved training programs will be listed on http://www.sposa.ca/ and http://www.spoabc.org/. However, these programs are listed for information only and are not endorsed by SPOSA/SPOA.

12 HOURS EVERY YEAR

The basic definition of a CEU is 60 minutes of training or instruction, or its equivalent. There are many ways to earn CEUs. A few examples are listed below:

• Participating in on-the-job training – 1 Continuing Education Unit (CEU) for every hour of training
• Attend training conferences or workshops – 1 CEU for every hour in attendance
• Complete courses offered by postsecondary institutions – 1 CEU for every hour of course
• Complete self-study courses – contact a Committee member to determine CEUs
• Teaching a course or Training others – 2 CEUs for every teaching hour
• Writing technical articles or books – contact a Committee member to determine CEUs
• Giving a technical presentation – 2 CEUs for every hour as a Presenter
• Attending the SPOSA/SPOA spring conference – 1.5 CEUs
• Membership in any related organization - .25 CEUs
• Serving as a SPOSA/SPOA Zone Representative – 3 CEUs
• Serving on the SPOSA/SPOA Executive

Renewing Your Certificate

When Continuing Education Units are due, certificate holders will need to pay their fees and submit all paperwork documenting their CEUs. To minimize the flow of paperwork, SPOSA/SPOA will only accept complete renewal packages that include all required CEU paperwork and the appropriate fee. Partial CEU documentation will not be accepted. It is the responsibility of the certificate holder to make sure that the records are kept until renewal time. SPOSA/SPOA recommends that certificate holders keep a copy of all training certificates just in case things get lost in the mail. SPOSA and SPOA offices will send a renewal reminder three months prior to the renewal date. Although SPOSA/SPOA will provide a general form to record CEUs earned at a training event, any paperwork will be acceptable as long as it includes the following information:

• Certificate holder’s name
• Course completion date
• Educational unit type earned (Contact Hours, semester units, quarter units, or continuing education units or points)
• Number of Contact Hours, units, or points awarded
• Course title
• Name of the issuing organization
• Authorized signature, stamp, seal, or other means of validation accepted by SPOSA/SPOA.

The following basic information must be included in the package for training program approval:

• Name of the Instructor(s)
• Name of sponsoring organization
• Date(s) of the event
• Detailed, timed course outline or agenda

SPOSA/SPOA CERTIFICATION

***  THIS SECTION TO BE REMOVED AND PLACED IN ARCHIVES.***

Grandfathering is an accepted practice for establishing professional status when organizations embark upon a certification process. The SPOSA/SPOA Consortium agrees that this is a preferred option and hereby presents the opportunity.

Grandfathering, in the spirit of professional certification must have meaning and be valued. This can only be accomplished through a rigorous review process that validates a candidate’s worthiness. While an examination is not a part of the grandfathering validation process there is nevertheless competencies that must be evaluated and interviews that must be successfully completed before certification is granted. Professional certification must be earned; it is not a right that accrues because of length of service or educational qualifications.

The ‘door’ to grandfathering will remain open for two years beginning January 1, 2003. Certification after December 31, 2004 can only be achieved through the examination process described elsewhere in this handbook.

Grandfathering is a one time process. Should a member be certified under the grandfathering provision and then let their certification lapse the only recourse for again being certified will be through the examination process.

The basis for grandfathering will be founded upon experience, education and professional development in the fields of operations, maintenance and management. It is possible for an applicant without significant school based experience to become certified as long as they are currently employed within a K-12 or post-secondary school environment and meet the grandfathering provisions.

The SPOSA/SPOA Consortium will be the ‘grandfathering review board’ and must be appointed to this position through a vote of the respective directors for SPOSA and SPOA. Members of the Consortium will be certified by the same standards as all members but will be subject to interviews and background reviews by the consultants, Simera Strategy Group. Simera Strategy Group will make recommendations for certification of the Consortium members to their respective Board of Directors. The respective Boards will award certification based upon the consultant’s recommendation and their professional opinion.

Applications will be available December 1, 2002 for consortium members and January 1, 2003 for regular members of SPOSA/SPOA. Members must be in good standing with their respective organizations as a prerequisite to applying for certification through the grandfathering process. Such a list of members will be established and made available to the Consortium.

For the purpose of the grandfathering certification process the following position definitions will generally apply:

A. MAINTENANCE/OPERATIONS

• Lead Hand (or equivalent): Single discipline; oversees 1 – 3 staff in the performance of their duties. Coordinates manpower, materials and supplies for small projects.
• Sub Foreman (or equivalent): Single trade jurisdiction; oversees 3 – 5 staff in the performance of their duties. Activities include providing direction, guidance, supervision and motivation to work crews. Schedules and budgets within established standards
• Foreman (or equivalent): Single trade jurisdiction; oversees 5 – 12 staff in the performance of their duties. Activities include providing direction, guidance, supervision and motivation to work crews. Schedules and budgets within established standards.
• Supervisor (or equivalent): Multi discipline jurisdiction; oversees multiple crews in the performance of their duties. Activities include providing direction, guidance, supervision and motivation to work crews. Establishes budgets for work programs within school board standards.
• Manager (or equivalent): Responsible for planning, organizing, directing and controlling operations, maintenance and capital programs for a school district. Generally reports to the secretary treasurer. Manages high level complex work programs incorporating all tasks associated with management of school infrastructure.

Note: Titles are descriptive, not necessarily all inclusive.

APPLICATION FOR CERTIFICATION
SPONSOR FORM
CONTINUING EDUCATION UNITS DOCUMENTATION FORM

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