Education for Property & Facilities Management Professionals

CATALOG

Education for Property & Facilities Management Professionals

BOMI International

One Park Place

Suite 475

Annapolis, MD 21401

8002352664 | www.BOMI.org

Advance Your Knowledge | Accelerate Your Career

For more information and to register, visit www.BOMI.org or call 800-235-BOMI (2664)2

Founded in 1970, BOMI International is a 501(c)(3) nonprofit education organization

headquartered in Annapolis, MD, in the heart of the Baltimore-Washington,

DC region. As the premier educational resource trusted by globally-recognized

corporations, government agencies, property management firms, unions, and trade

associations, BOMI works to improve the skills of professionals at many levels with

property, facilities, and systems responsibilities.

BOMI’s industry-standard designations are recognized throughout the property

and facilities management industry as marks of distinction and expertise. BOMI

designations include Real Property Administrator (RPA®), Facilities Management

Administrator (FMA®), Systems Maintenance Administrator (SMA®), and Systems

Maintenance Technician (SMT®).

The Board of Trustees aids BOMI in

achieving its mission of providing

education that enhances individual

performance and adds value to

organizations in the building and

facilities industry. The board is

composed of professionals with

extensive experience in property

and facilities management. Working

closely with BOMI staff , the board also

provides strategic guidance to the

organization. The Board of Trustees

meets approximately every quarter.

About BOMI

A Message From the Board

In today’s dynamic and competitive

commercial real estate industry, property

and facilities managers now play critical

roles as asset managers, actively using their

knowledge and skills to increase the value

of a property. The ever-increasing demand

for commercial property, combined with

the large number of retiring senior-level

professionals and the introduction of new

industry segments (e.g., “green” buildings”),

has created an ideal environment for

educated professionals to take advantage

of exciting, varied, and well-paying

career opportunities.

Now is the time to accelerate your

career by expanding your knowledge

and skills through education designed

by and for property and facilities

management professionals.

Whether you’re an employer or employee,

a seasoned professional or newcomer to

this fast-paced industry, a BOMI education

is proven to pay big rewards. For individuals,

a BOMI education means increased

performance, knowledge, recognition,

responsibility, expertise, and earning

potential. For companies, BOMI designations

add value by increasing teamwork, effi ciency,

client satisfaction, cost savings, safety, and

employee retention.

BOMI is committed to providing leading-

edge educational opportunities that help

you and your company excel. Join the tens

of thousands of managers at hundreds

of globally-recognized companies who

have turned to BOMI to obtain the critical

knowledge and skills that accelerate personal,

professional, and organizational growth.

Adding Value to People through Education3

What a BOMI Education Can Do For You ................................................................page 4

What BOMI Educational Opportunities Can Do For Your Company .......page 6

Take Your Career to the Next Level with a BOMI Designation ....................page 8

Frequently Asked Questions ..........................................................................................page 9

Designation Requirements .............................................................................................page 10

Stay Current with Additional BOMI Coursework.................................................page 12

3-3-3 Certificate Program .................................................................................................page 13

Accelerate Your Studies – Achieve Your Goals .....................................................page 14

Online Course Self Assessment ....................................................................................page 15

Course Descriptions ............................................................................................................page 16

BOMI Code of Ethics and Conduct .............................................................................page 23

Table of Contents

BOMI International’s Mission Statement:

To provide learning opportunities

that enhance individual

performance and add value to

organizations in the building and

facilities management industry.


New technology, management

techniques, and best practices…

security and safety risks…growth

of the international commercial

real estate market…industry

consolidation and globalization.

These are just a few of the challenges

that are rapidly changing the property

management industry. A BOMI

education can help you to eff ectively

manage the many forces that are

shaping the industry and your job,

so you can be even more eff ective,

productive, and valuable to your

company—or a potential employer.

BOMI Provides You With the Critical Skills and Knowledge You Need to:

Improve Your Skills

BOMI’s expert curriculum developers

incorporate leading-edge best

practices into each course, helping

you stay current even as the industry

rapidly evolves.

Grow Your Career

BOMI coursework and designations

can help you fast-track your career

by increasing your earning potential,

satisfaction, and job security.

Stand Out

Whether you complete a single course or

a full designation program, BOMI course-

work empowers you with the confi dence

that will help you become noticed by

your superiors and potential employers.

BOMI Provides You With an Edge by Helping You:

Learn More and Earn More

In today’s competitive job market,

skilled, knowledgeable property

and facilities management profes-

sionals are in demand and can com-

mand high salaries. BOMI courses

provide the cutting-edge knowledge

that will help you increase your

earning potential as you build your

current career or branch out into

exciting new areas of commercial

building and facilities operations

and management.

What a BOMI Education Can Do For You


“My BOMI designation allowed me

to change careers into Property

Management...I now make more

money and love what I do.”- Catherine Bergano

Melcor Developments, Ltd.

Get Your BOMI Designation

and Get Recognized,

Get Promoted, Get a Raise

• 25% of BOMI designation program

graduates received a promotion after

obtaining their professional designation.

• 34% received a salary increase.

• 62% earned company and/or

industry recognition.

Source: BOMI International April 2007 survey

of 376 designation program graduates.

Increase Your Marketability

By increasing your knowledge and

developing your skills, you will stand

out among other candidates in any

employer’s search for the best and

brightest. And here’s further testament

to how much employers value a BOMI

education: 75 percent of the profes-

sionals enrolled in our designation

programs have their tuition paid in full

or in part by their employers.

Position Yourself for Success

BOMI courses help increase your

confi dence to communicate eff ectively

with owners, tenants, company leaders,

and co-workers—and help you to garner

support from a network of other top

professionals. At the same time you

pursue your studies, you will enhance

your job security, add prestige to your

résumé, and position yourself for greater

responsibility, visibility, and earnings.


Technological advances, market

volatility, and heightened public

security mean that your clients

demand an unprecedented level

of expertise from their property

and facilities management team.

Staff at all levels of your organiza-

tion, from line technicians up to

the executive suite, require high-

quality professional training to

keep them current with the latest

industry trends and information—

and customers satisfi ed.

Bottom line: your company is only

as successful as your individual

team members. Your challenge is to

give your team the tools they need

to advance. BOMI’s educational

programs enable your employees

to perform at their best—and keep

your company competitive—by

helping your organization achieve:

• Improved staff retention

• Lower recruitment costs

• Improved communication, teamwork,

and decision making

• Consistently high standard of

service delivery

Bridge the Skills Gap–Turn to BOMI for Unparalleled:

Flexibility–BOMI fi ts into your team’s

busy schedule with on- site training,

self-study, and accelerated study

programs, as well as e-learning

opportunities. In a recent survey,

53 percent of BOMI graduates stated

that BOMI’s fl exible study methods

infl uenced their decision to pursue

a designation.

Expertise–Our curriculum designers

work with leading industry practitio-

ners to create cutting-edge training

programs relevant to the industry

and challenges that your company

is facing today.

Customization–BOMI can assess

and identify your staff ’s training

needs, and then create programs

tailored to your organization’s exact

requirements.

What BOMI Educational Opportunities Can Do for Your Company


BOMI is the fi rst-choice educational provider for many of the world’s most powerful organizations, including:

Consumer Products & Services

Kmart

Procter & Gamble

ChevronTexaco

DuPont

General Motors

Wyeth Pharmaceuticals

Education & Universities

Anne Arundel Community College

Public School Facilities Authority

University of Florida

University of Michigan

Valencia Institute

Washtenaw Community College

Financial Services

Countrywide Financial

John Hancock

TIAA-CREF

Wells Fargo

Government & Defense

Air National Guard

Army Reserve

Federal Bureau of Investigation

Federal Bureau of Prisons

Federal Reserve Bank

Freddie Mac

General Services Administration

Goddard Space Flight Center

Internal Revenue Service

Landstuhl Regional Medical Center

Los Alamos National Laboratory

National Aeronautics and Space Administration

National Geospatial- Intelligence Agency

National Institutes of Health

National Security Agency

U.S. Coast Guard

U.S. Customs & Border Protection

U.S. Department of Defense

U.S. Department of State

Wright-Patterson Air Force Base

Healthcare & Insurance

Aetna

Blue Cross Blue Shield

Cigna

Kaiser Permanente

Nationwide Insurance

Northport Medical Center

Wyeth Pharmaceuticals

Hospitality & Food Service

ARAMARK

Marriott International

Sunrise Senior Living

Sodexho

The Villages

International

Elmark Engineering (India)

REMETCRU (Real Estate Market Educational Technologies

Center Russia) (Russia)

TRAINMAR Inter-Regional Programme Ltd. (Trinidad)

Nonprofi t

Design-Build Institute of America

National Association of Power Engineers

Property & Facilities Management

Boston Properties Inc.

Cafritz

CB Richard Ellis

Consolidated Engineering

Cushman & Wakefi eld

Equity Offi ce Properties

Gale & Wentworth, LLC

Grubb & Ellis

Hines Interest

Insignia ESG

Johnson Controls

Jones Lang LaSalle

Legacy Partners

Liberty Property Trust

Lincoln Property

Parkway Properties

Reckson Associates

RREEF

Tishman Speyer

United Properties

Vornado/Charles E. Smith

Security

Zion Security Corporation

Telecommunications & Technology

AT&T

BellSouth

Embarq

Lucent Technologies

Sprint

Trade Unions

International Union of Operating Engineers

Stationary Engineers Apprenticeship School

Utilities

Baltimore Gas & Electric

Detroit Edison

Niagara Mohawk

Pacifi c Gas & Electric

The World’s Most Recognized Businesses Rely on BOMI

“BOMI’s Facilities Management

Administrator (FMA) program

has enabled us to focus our

resources at a more strategic and

enterprise-wide level.”- Rick Werber

Vice President Facilities ManagementSunrise Senior Living


BOMI designations are recognized

industry-wide as a symbol

of achievement and skill. No

matter which BOMI professional

designation program you pursue,

you will benefi t from a proven

curriculum that can help you

successfully tackle the demands of

an increasingly complex profession

with confi dence and authority.

The Real Property

Administrator (RPA) designation

program covers all aspects of

property management, including

building design, operation, and

maintenance; commercial property

law and risk management; marketing

and leasing; budgeting and

accounting; and asset management.

Responsibilities of RPA-designated

professionals or those seeking the

designation frequently involve:

• Managing a commercial building for a

property management fi rm, developer,

or corporation.

• Maximizing revenues, controlling

expenses, and increasing the net

operating income (NOI) of an owner’s

properties while minimizing risks.

• Serving as the main customer

contact, whether the customer is an

owner or a tenant.

• Meeting an owner’s expectations for

the short- and long-term fi nancial

performance of a property.

• Working closely with portfolio and

asset managers to enhance the value

of properties.

• Representing the building owner in

working with various professional

services, including legal, architectural,

and insurance.

• Leasing and marketing space.

• Approving annual operating budgets.

• Developing and/or implementing a risk

management program.

• Understanding critical operational

programs such as life cycle costing,

preventive maintenance, and

energy management.

The Facilities Management

Administrator (FMA) designation

program positions you to perform

as a key strategic contributor within

your organization by helping

you to create a productive work

environment that ensures the

comfort and safety of staff . The FMA

skill set includes strategic planning,

project management, corporate

fi nance, capital investment, and

physical asset management; on-the-

job responsibilities may involve:

• Managing facilities for a company or

an organization that manufactures a

product or provides non-real estate

services as its primary business.

• Ensuring that buildings refl ect the

organization’s culture, in addition to

maintaining and operating them in the

most cost-effi cient manner.

• Controlling overall workfl ow through

interior space utilization and the

incorporation of new technologies.

• Recommending facilities

expenditures and analyzing their

return on investment.

• Working with architects, engineers,

and construction companies.

• Administering the general

services contract.

• Ensuring that the physical plant meets

federal and state regulations.

The Systems Maintenance

Technician (SMT) designation

program provides you with the

skills that will help you increase

your building’s effi ciency while

reducing operating costs. The SMT

program covers all major building

operating system, including HVAC,

plumbing, electrical, and overall

control systems. Building on the

SMT designation with courses on

administration, energy management,

and environmental health and safety

issues, the Systems Maintenance

Administrator (SMA) program

helps you gain the skills that

will position you for a career in

property or facilities management.

Professionals holding or seeking

the SMT and/or SMA designation(s)

include facilities technicians,

engineers, and other building

maintenance staff whose job

responsibilities include:

• Managing major building systems,

including heating, ventilating, refrig-

eration, air handling, plumbing, and

electrical controls; ensuring that all

systems run at peak effi ciency.

• Supervising maintenance and other

operations staff .

• Working day-to-day with building

service contractors.

• Developing and overseeing the

maintenance budget.

• Recommending preventive

maintenance to upper management.

• Ensuring that the building’s systems

meet state and federal regulations.

Take Your Career to the Next Level with a BOMI Designation


Q: How long will it take me to

earn a professional designation?

A: You can get on the fast track and

earn your designation in just over

two years by completing three

courses per year or one course per

“term” (spring, summer, and fall).

BOMI makes this even easier by

allowing you to take courses

through a combination of study

methods: on-site, classroom, self-

study, four-day Accelerated Review,

and online courses. To learn more,

visit www.BOMI.org.

Q: Can I earn credit toward a

designation for on-the-job

experience?

A: Students enrolled in the RPA,

FMA, SMA, and SMT designation

programs are eligible to apply for

competency credits through two

methods: Administrative Competency,

in which credits can be earned for

specifi c courses from accredited

colleges or universities, or for specifi c

professional credentials; and Com-

petency by Review, which allows you

to receive credit for a combination of

education and experience relating to

specifi c BOMI courses. This method

requires students to submit a formal

application that is reviewed by and

subject to approval from BOMI’s

Competency and Experience Com-

mittee. Unless otherwise noted,

students may receive competency

credit for a maximum of three courses

in the RPA and FMA programs, two

courses in the SMT program, and one

course in the SMA program. To learn

more about Competency Credit, visit

www.BOMI.org.

Q: Can I use BOMI training to

fulfi ll other industry education

requirements?

A: Throughout the industry, profes-

sional trade organizations recognize

the value of BOMI training. Organi-

zations that recognize BOMI as an

educational provider are:

• Institute of Real Estate

Management (IREM)

• International Facilities

Management Association (IFMA)

• International Union of

Operating Engineers (IUOE)

• Society of Industrial Offi ce

Realtors (SIOR)

• Northwest Energy

Effi ciency Council (NEEC)

Q: Do I have to take BOMI courses

in a specifi c order?

A: Required and elective courses for

each designation do not have to be

taken in a specifi c order. However,

students who are new to BOMI’s

curriculum should start with familiar

subject matter and save newer

material for later study.

Q: Can my BOMI training help

me gain Continuing Education

Units (CEUs) required for my real

estate license?

A: Many BOMI courses have been

approved by states requiring CEUs

to maintain your state real

estate sales or broker’s license.

To fi nd out about the details and

requirements in your state, contact

BOMI at 1-800-235-BOMI(2664).

Q: Can BOMI education count

toward college credit?

A: The majority of BOMI’s U.S. courses

have been recommended for college

credit by the American Council on

Education (ACE) CREDIT Recom-

mendation Service. As a result, the

BOMI courses you complete may be

doubly valuable, counting toward

both a college degree and a BOMI

professional designation.

Q: In addition to coursework,

are there any other require-

ments I need to fulfi ll to achieve

a BOMI designation?

A: BOMI has developed a Code of

Professional Ethics and Conduct to

increase the esteem of your BOMI

designation and promote honesty as

an integral part of your professional

reputation. You will be asked to abide

by this code, which is outlined on the

inside back cover of this catalog.

Additionally, students seeking an

RPA designation must meet a profes-

sional experience requirement. Visit

www.BOMI.org or call 1-800-235-

BOMI(2664) for more information.

Q: How do I get started on my

way to a BOMI designation?

A: You can learn more about BOMI,

and group on-site classes (minimum

number of students required) and

register for our self-study and

Accelerated Review programs, as

well as BOMA Local-sponsored

classes, at www.BOMI.org or by

calling 1-800-235-BOMI(2664).

Frequently Asked Questions


RPA and FMA Designation Requirements

RPA Elective Courses

Select one of the following electives:

FMA Elective Courses

Select one of the following electives:

The Design, Operation, and Maintenance of Building Systems, Part I

The Design, Operation, and Maintenance of Building Systems, Part II

Real Estate Investment and Finance

Environmental Health and Safety Issues

Ethics is Good Business® ShortCourse™

Fundamentals of Real Property Administration

Leasing and Marketing for Property Managers

Asset Management

Managing the Organization

Fundamentals of Facilities Management


Denotes availability of Canadian version

Law and Risk Management

{ }

Budgeting and Accounting

Technologies for Facilities Management

Facilities Planning and Project Management

*RPA Designation

Six Mandatory Courses + One Elective

Course + Ethics is Good Business®

There are also experience requirements for the RPA Designation

Dual Designation

...Required for both RPA and FMA...

*FMA Designation

Six Mandatory Courses + One Elective

Course + Ethics is Good Business®

SMT and SMA Designation Requirements

Refrigeration Systems and Accessories

Electrical Systems and Illumination

Air Handling, Water Treatment, and Plumbing Systems

Boilers, Heating Systems, and Applied Mathematics

Energy Management and Controls

*SMT Designation

5 Mandatory Courses:

SMA Designation

Added to the fi ve above, these

three courses will earn you the

SMA Designation:

Administration

Building Design and Maintenance

Environmental Health and Safety Issues


Real Property Administrator

Requirements (RPA)

Course Requirements: In addition to the

Ethics is Good Business® ShortCourse™,

candidates for the RPA designation must

successfully complete the following six

mandatory courses:

1. Budgeting and Accounting

2. Real Estate Investment and Finance

3. Environmental Health and Safety Issues

4. Law and Risk Management

5. The Design, Operation, and Maintenance of

Building Systems, Part I


Building Systems, Part II

Choose from one of the four following

elective courses:

1. Fundamentals of Real Property Administration

2. Leasing and Marketing for Property Managers

3. Asset Management

4. Managing the Organization

RPA Experience Criteria

Before you are awarded an RPA designation,

you must be able to demonstrate three years

of professional property management expe-

rience. This experience must be performed

for a portfolio or building that is 40,000

square feet or larger. You can begin to take

RPA courses even if you have not had three

years of previous work experience. Your des-

ignation will not be awarded until all criteria

are met; your supervisor must verify comple-

tion of the criteria with a notarized signature.

(If you are a non-U.S. student, BOMI will call

your supervisor and verify his/her signature).

For more information, visit www.BOMI.org

or call 1-800-235-BOMI(2664).

Facilities Management

Administrator® Requirements (FMA)

Course Requirements: In addition to the

Ethics is Good Business® ShortCourse™,

candidates for the FMA designation must

successfully complete the following six

mandatory courses:

1. Technologies for Facilities Management

2. Facilities Planning and Project Management

3. Environmental Health and Safety Issues





6. Real Estate Investment and Finance

Choose from one of the following two electives:

1. Fundamentals of Facilities Management

2. Managing the Organization

RPA and FMA College

Credit Recommendation

Courses in the RPA and FMA curricula, with

the exception of Ethics Is Good Business®

ShortCourse™, are designed to cover 30

classroom hours. The ACE CREDIT Recom-

mendation Service reviews BOMI’s U.S.

courses and makes recommendations

for college credit. For more information

about obtaining college credit for BOMI

courses, visit www.BOMI.org or call

1-800-235-BOMI(2664).

Systems Maintenance Technician (SMT)/

Systems Maintenance Administrator (SMA)

Requirements

Course Requirements: The SMT and SMA

designations off er two levels of profi ciency

for career development. The fi rst fi ve courses

detail specifi c operating systems and make

up the SMT program:

1. Refrigeration Systems and Accessories

2. Air Handling, Water Treatment, and

Plumbing Systems

3. Electrical Systems and Illumination

4. Boilers, Heating Systems, and

Applied Mathematics

5. Energy Management and Controls

Along with the fi ve courses above,

three additional courses are required for

the SMA designation:

1. Administration

2. Building Design and Maintenance

3. Environmental Health and

Safety Issues

Designation Requirements

In a recent survey, 84 percent

of BOMI graduates stated that

they sought a designation to

increase their knowledge and

job competency—a motivation

that adds value to the company

and to your bottom line!

Source: BOMI International April 2007 survey of

376 designation program graduates.

Did you know?

SMT/SMA College Credit

Recommendation

Courses in the SMT and SMA curricula

are designed to cover 24 classroom

hours, except Environmental Health

and Safety Issues, which is designed

to cover 30 classroom hours. The ACE

CREDIT Recommendation Service re-

views BOMI’s U.S. courses and makes

recommendations for college credit.

For more information about obtain-

ing college credit for BOMI courses,

visit www.BOMI.org or call

1-800-235-BOMI(2664).


Continuing Professional Development

To maintain active status of all

BOMI designations, 18 points of

Continuing Professional Develop-

ment (CPD) credit must be earned

every three years. BOMI off ers a

variety of ways for today’s busy

professionals to earn required CPD

points, including credit for outside

courses and industry-related activi-

ties. Download a brochure detailing

the CPD requirements, including

fees, at www.BOMI.org.

Mini-courses and Compliance Training

These are courses and training

programs off ered outside the des-

ignation tracks to keep you up-to-

date on issues aff ecting the industry

right now and on best practices for

complying with industry standards

for health, safety, and human

resource issues. New courses are

continually being developed;

to obtain a current listing of

courses, please visit our website

at www.BOMI.org.

Audio and Webcast Seminars

With just your computer, telephone,

and high-speed Internet connec-

tion, you can have interactive access

to valuable training with industry

experts—without leaving your home

or your offi ce! To see a complete list

of BOMI’s webcast and audio semi-

nars, visit www.BOMI.org.

Stay Current with Additional BOMI Coursework


“The FMA program provided me with

the necessary tools to better understand

facilities management issues and add

credibility to my recommendations.”

- Nick Gerus

Manager, Small Capital, Repair and Replacement

City of Brampton, Ontario, Canada

BOMI’s new 3-3-3 Certifi cate

Program lets you earn one of three

professional certifi cates by taking

just three courses in three months!

With a 3-3-3 Certifi cate from BOMI,

you can:

• Enhance your résumé with a

professional certifi cate from a

respected source

• Get noticed by your superiors and

prospective employers

• Improve your knowledge and

on-the-job skills

• Transition into a new career

• Try BOMI coursework

• Begin your journey to a

BOMI designation

• Position yourself for

career advancement


Certifi cate (FMC)

Required courses include:

Design, Operation, and Maintenance of •


Design, Operation, and Maintenance of •


Fundamentals of Facilities Management•

Property Administrator

Certifi cate (PAC)


Design, Operation, and Maintenance •

of Building Systems, Part I

Design, Operation, and Maintenance •

of Building Systems, Part II

Budgeting & Accounting•

Building Systems

Maintenance Certifi cate (SMC)


Boilers, Heating Systems, and •

Applied Mathematics

Refrigeration Systems and Accessories•

Electrical Systems and Illumination•

3-3-3 Certifi cate Program


Increase Your Value Through

Multiple Designations

If earning one BOMI designation can

advance your career, imagine the benefits of

achieving two or even three designations.

Once you’ve completed your first

designation, you’re already on your way

to your second, because you can transfer

and apply several earned credits to another

BOMI designation program. Visit

www.BOMI.org or call 1-800-235-

BOMI(2664) for more information on

earning multiple designations.

Fast-track Your Designation

BOMI helps you optimize your schedule

by allowing you to switch between study

formats—on-site, classroom, self-study,

four-day Accelerated Review, and online

courses—so you can earn your designation

in just two years. For more information on

getting—and staying—on the fast track,

visit www.BOMI.org.

Study Methods that Fit Busy Schedules

BOMI International off ers a variety of study

options that allow you to fi t training into

even the busiest schedule, including:

On-site Group–BOMI can hold

classes directly on your company’s

premises, according to your company’s

exact requirements—a convenient way to

train groups of employees.

Semester Length–Building Owners

and Managers Association (BOMA)

Locals in nearly 60 cities throughout North

America sponsor week-to-week and Acceler-

ated Review classes. Classroom study allows

you to learn directly from expert instructors

and exchange ideas and information with

fellow property management professionals.

Individual Self-Study–

Take BOMI courses wherever and

whenever you want, learning at your own

pace using supplemental materials to gauge

your progress.

Accelerated Review–Combine the

independence of self-study with

classroom study to accelerate your designa-

tion. A complete list of Accelerated Review

classes can be found on our website at

www.BOMI.org.

Online–BOMI’s webcast courses

let you learn when and where you

like. Visit www.BOMI.org for a list of current

online classes.

Accelerate Your Studies – Achieve Your Goals

I

T

A

lBOMI’s new online Message Board

is available to all BOMI graduates!

Network with other commercial

property professionals and discuss

relevant industry news, BOMI des-

ignations, and more in this exciting

interactive forum. Only registered

members of the message board can

post and reply to topics. Register

today at www.BOMI.org—it’s FREE

and only takes a few minutes.

Did You Know?


“With my BOMI designation,

I have confi dence in my decision

making and can sell my ideas to

top management.”

- Student feedback from BOMI International’s

April 2007 survey of 376 designation

program graduates

NEW! Online Course Self Assessment

Prepare Better – Perform Better

BOMI’s new Online Course Self

Assessment enables you to measure

the progress of your studies—in real-

time, at your convenience! Online

Course Self Assessment allows you to:

• Take practice exams with chapter review

questions from BOMI courses

• Get real-time feedback on your exam

performance

• Immediately identify subject areas

requiring further study

• Take practice exams whenever and

wherever you want, through its

convenient online format

• Maximize your learning and improve

your performance

Online practice exams are available

for most BOMI courses and designation

and certificate tracks. Plus, you get

unlimited access to the Online Course

Self Assessment database.


Administration

Required for:

Study methods:

This course focuses on leadership skills, oral communication

techniques, motivational and team-building strategies, and

training programs. Major topics covered include:

Prioritization•

Needs analysis•

Resource development and management•

Time management•

Key concepts and skills developed include:

Eff ective staff communication •

Prioritizing competing responsibilities•

Problem solving and decision making that will result •

in a safer workplace

ACE CREDIT Recommendation: 2 semester hours, associate degree, lower or upper division baccalaureate

Air Handling, Water Treatment,

and Plumbing Systems

Required for:

Study methods:

This course will teach you about climate control for human

comfort, the components of HVAC systems, and the basics

of water treatment and plumbing systems. Major topics

covered include:

Heating, venting, and air conditioning (HVAC) systems•

Thermal comfort•

Indoor air quality•

Water conditioning and treatment•

Plumbing systems•

Fire protection systems•


Replacing and maintaining complicated HVAC systems•

Procedures to use when analyzing water samples for •

testing and treatment

Guidelines for installing and monitoring pipes and •

valves in plumbing systems

How to recognize, set up, and maintain a reliable and •

eff ective fi re protection system

ACE CREDIT Recommendation: The 2007 copyright is currently scheduled for review by The American Council on Education (ACE) CREDIT Recommendation Service.

Asset Management

Elective for:

Study methods:

Property managers today work hand-in-hand with asset

managers, or serve as asset managers themselves. This

course details the roles and responsibilities of an asset

manager, as well as provides you with the skills to fulfi ll

this position. Major topics covered include:

Strategic planning•

Investment analysis•

Operation analysis•

Course Descriptions

“The SMA designation courses provide

the knowledge and competency

required to perform my daily

responsibilities…and the course

material continues to be a valuable

source of information for researching

and solving day-to-day issues within

our organization.”

- Student feedback from BOMI International’s April 2007

survey of 376 designation program graduates


Property acquisition•

Property disposition•

Retaining and attracting tenants•


How to monitor asset performance•

Formulating and managing sound fi nancial strategies, •

including estimating and cost justifi cation

Budgeting staff and operating costs, and •

for tracking performance

ACE CREDIT Recommendation: 2 semester hours, vocational certifi cate, associate degree, lower division baccalaureate

Boilers, Heating Systems,

and Applied Mathematics

Required for:

Study methods:

In this course, you will examine the inner workings of boilers,

burners, controls, fi ttings, valves, and pumps, as well as how

they connect and interrelate. Major topics covered include:

Heating system operations•

Mechanical components of heating systems•

Thermodynamics as applied to heating systems•

Basic mathematics needed to operate heating systems•


Types of boilers, their components and control systems as •

well as operation and maintenance

Recognizing, establishing, and maintaining a reliable and •

eff ective heating system

Calculating ratios, proportions, unit conversions, •

and percentages

ACE CREDIT Recommendation: The 2007 copyright is currently scheduled for review by the American Council on Education (ACE) CREDIT Recommendation Service.


Required for:

Study methods:

In this course, you will learn to apply budgeting and ac-

counting concepts within the real property and facilities

context. Major topics covered include:

Record-keeping requirements•

Revenue and expenditure cycles•

Cash basis income statements•

Financial statements•

Annual reports•

Lease abstracts•

Income and expense budgeting•

Working with capital•


Analyzing and interpreting the fi nancial statements of •

prospective tenants

Calculating income and expense items, •

developing capital budgets, writing lease abstracts,

establishing cost controls, and constructing property or

facilities budgets

ACE CREDIT Recommendation: 2 semester hours, associate degree, lower division baccalaureate

Building Design and Maintenance

Required for:

Study methods:

In this course, you will cover the characteristics, uses, and

properties of common building materials, as well as building

regulations, structural components, codes, maintenance,

and standards. Major topics covered include:

Common building materials and systems •

in building foundations

Curtain walls•

Windows•

Roofi ng systems•

Interior fi nishes•

Flooring, interior walls, and ceilings•

Vertical transportation•

Grounds maintenance and inspection•

Reading, scaling, interpreting, caring for, and •

using construction documents


Maintaining effi cient and cost-eff ective building systems•

Understanding how a structure functions, and your •

role in maintaining it eff ectively


The Design, Operation, and

Maintenance of Building Systems, Part I

Required for:

Study methods:

This course provides information required to manage

the design, construction, operation, and maintenance of

building systems and maximize building effi ciency and

cost-eff ectiveness. Major topics covered include:

Building design and construction•

Construction materials•

Structural systems•

Heating, ventilating, and air conditioning (HVAC)•

Plumbing systems•

The building envelope•

Building system controls•

Roofi ng•

Interior walls, ceilings, and fl ooring•


Effi cient and cost-eff ective maintenance •

of building systems

Familiarity with structural components •

and building materials

Understanding HVAC and plumbing systems•

An overview of how a structure functions•


The Design, Operation, and

Maintenance of Building

Systems, Part II

Required for:

Study methods:

This course provides information property and facilities

managers need to make management decisions about

increasing occupant safety and comfort while simultaneously

enhancing building effi ciency to meet the business goals of

an organization. Major topics covered in this course include:

Security•

Fire protection systems•

Electricity and its applications in building systems•

Energy management•

Pest control and solid waste management•

Vertical transportation systems•

Lighting systems•

Window cleaning and architectural metal maintenance•

Landscaping and parking•


Analysis and management of building systems•

How to keep your property in top operational •

condition, inside and out

Maintaining a secure, safe building environment•


Semester Length

Accelerated Review

Individual Self-StudyOnline On-site Group


Electrical Systems and Illumination

Required for:

Study methods:

This course provides you with a clear understanding of

electricity basics, the skills needed to measure electrical

consumption, and the ability to recognize, set up, and

maintain reliable and eff ective maintenance and

safety systems. Major topics covered include:

Fundamentals of electricity •

Electrical safety •

Electrical circuits •

Electric meters •

Cables, terminations, and conduits •

Light sources, fi xtures, and maintenance •

Electric motor basics and maintenance•


How to measure electrical consumption•

Guidelines for installing and monitoring •

motors and starters

ACE CREDIT Recommendation: 2 semester hours, vocational certifi cate, associate degree, lower division baccalaureate

Energy Management and Controls

Required for:

Study methods:

This course covers heating, ventilation, and air condition-

ing (HVAC) control systems, and teaches you how to de-

velop energy management strategies for HVAC, electronic,

and lighting systems. Major topics covered include:

Control system basics•

Auxiliary and electronic controls and their application •

to heating, cooling, humidifying, dehumidifying, and

volume control

Computerized automatic control systems•

Factors determining energy consumption in HVAC, •

electronic, and lighting systems

Preventive maintenance measures in •

energy management

Energy management control system applications•

Cost-benefi t analysis of HVAC, electric, and •

lighting systems


Applying an energy management plan to your •

building’s systems

Evaluating new systems with an eye toward retrofi tting•

Traditional and alternative energy systems•

Using programmable logic controllers (PLCs) and other •

resources to optimize your system


Environmental Health and

Safety Issues

Required for:

Study methods:

This course provides a comprehensive overview of the

environmental health and safety considerations in building

operations. Major topics covered include:

OSHA and EPA regulations•

Hazard communication•

Emergency response•

Asbestos and lead management•

Offi ce and industrial ergonomics•

Indoor air quality•

Air quality management•

Air pollution control•

Storage tanks•

Hazardous waste and PCBs•

Site assessments and audits•

Record keeping and legal issues•


Industry and government environmental regulations •

that relate to your facilities

Guidance on how to comply with industry •

and government regulations

An overview of legal implications and the importance •

of accurate record keeping


Ethics Is Good Business® ShortCourse™

Required for:

Study methods:

This course helps you understand the impact that ethical

behavior can have on your professional performance—

and on your property’s bottom line. By working through

diffi cult ethical dilemmas, you’ll develop the confi dence to

follow through, even when facing adversity. Major topics

covered include:

Tenant relations•

Confi dentiality•

Record keeping •

Trade secrets•

Proper use of funds•

Confl icts of interest•


How ethics infl uences business decisions and success •

Identifying and avoiding potential ethical challenges •

Articulating your own ethical values system•

Recognizing the progression of events that can lead to •

unethical behavior

ACE CREDIT Recommendation: Due to its shortened format, this course is not eligible for ACE CREDIT recommendation.

Facilities Planning and

Project Management

Required for:

Study methods:

This course will help you develop the skills and knowledge

critical to the successful execution of any facilities project.

A case study woven throughout the course’s textbook

presents “real world” examples of proper planning and

selecting a project team, as well as the importance of fl ex-

ibility, follow through, and attention to detail. Major topics

covered in this course include:

The value of planning and organizing to plan•

Planning models•

Identifying and rating user needs •

Owned vs. leased vs. developed facilities•

Managing planning •

Classifying facilities projects•

Specifi cations for facilities performance•

Design development and review •

Implementing projects•

Planning occupancy•

Project closeout•

Post-occupancy evaluation using facilities annual reports•


Organizing and planning a successful facilities project•

Assembling a project team, including consultants•

Guidelines for determining user needs•

An understanding of the role each player has in •

managing a facility


Fundamentals of


Required for:

Study methods:

IFMA’s Award of Excellence–Distinguished

Author–Instructional Material

This course provides a foundation for building a career in

facilities management. You will learn to structure and man-

age operations and maintenance programs and manage

personnel, as well as gain an understanding of the strategic

role of facilities management, project management, and

leadership skills required for career success. Major topics

covered include:

Principles of information management •

Investment, cost controls, and budgeting strategies •

Operating levels of facilities activities •

Outsourcing principles •

Benefi ts of leasing vs. ownership •


Eff ective decision making and information •

analysis methods

Positioning your department as a primary contributor to •

corporate profi tability

How to successfully lead teams and manage projects •



Fundamentals of Real

Property Administration

Elective for:

Study methods:

This course provides a comprehensive overview of the

roles and responsibilities of property managers, including

managing buildings; communicating with employees,

managers, and tenants; protecting the interests of the

owner; marketing property; negotiating leases; and pro-

tecting the environment. Major topics covered include:

Ethics, tasks, and responsibilities of property managers•

Asset management•

Economics•

Owner/tenant relations•

Retention, improvements, marketing, and leases•

Safety and security•

Contracting services•

Reporting and control systems•

Environmental issues•


How to make critical personnel and purchasing •

decisions with confi dence

Organizing an offi ce to eff ectively manage your •

personnel and, ultimately, the property

Marketing and leasing techniques that will attract •

clients but ensure minimum risk

How to create comprehensive service contracts•



Required for:

Study methods:

This course will provide you with a foundation in the basic

principles of law and risk management, helping you deal with

common legal and risk issues surrounding your business.

Major topics covered include:

Conveying and fi nancing real estate•

Contracts and contract law•

Property interests•

Premises liability•

Environmental law and concerns•

Employment relationships and agency•

Introduction to risk management•

Insurance company operations•

Principles of insurance and insurable risk•

“The relevant knowledge that I attained

through my BOMI designation has

increased my job security and gotten

me numerous job offers…it has

allowed me to easily obtain a well-

paying job that I enjoy.” - Shelly Lindsey

Facility Manager, SNC Lavalin Profac Inc.

Semester Length

Accelerated Review



General liability insurance and employee benefi t plans•

Loss exposures•


Identifying potential legal liability situations•

How to formulate eff ective loss-control programs•

Understanding the insurance policies needed to help •

protect your company from potential liability claims

Insight into insurance underwriting and how it •

aff ects your coverage

Guidance in providing comprehensive •

employee benefi t plans


Leasing and Marketing for

Property Managers

Elective for:

Study methods:

In this course, you will gain the skills needed to successfully

lease and market space under favorable and adverse eco-

nomic conditions. Leasing and marketing are approached

in depth from legal, ethical, and fi nancial angles. Major

topics covered include:

Market analysis, survey conditions, and planning•

Ownership and investment•

Renewal and tenant satisfaction•

The leasing plan, including lease negotiations•

Public relations and advertising•

Tenant prospecting and space allowance•


Guidance in charting and rating comparative •

properties in your market

Advertising, media buying, and public relations savvy•

Strategies to help you lease space eff ectively•

Guidelines for identifying prospective tenants and mak-•

ing them aware of how your building suits their needs



Elective for:

Study methods:

This course will prepare you to manage and lead your

organization through improved communication, motiva-

tion, relationship and team building, project management,

problem solving, and decision-making skills. Managers

who take this course will be able to further develop their

group leadership and management techniques and abili-

ties, and analyze and improve their relationships with staff ,

colleagues, and owners. Major topics covered include:

Management skills and tools•

Leadership styles and relationships•

Types of organizations•

Team building, leadership, and motivation•

Planning, controlling, and decision making•

Problem-solving techniques•

Project and change management•

Workplace safety and documentation•


How to manage projects and change, using information •

and decision support systems

The importance of workplace safety and •

required documentation



Required for:

Study methods:

In this course, you’ll learn basic fi nancial concepts

as they relate to real estate, including valuation, analysis,

taxation, depreciation, and life-cycle costing. Major

topics covered include:

Asset valuation and enhancement•

Costs and taxes•

Capitalization•

Site and building analysis•

The appraisal process•

Discounted cash fl ow measurement•

Ownership vehicles•

The basics of lending and current lending practice•


Understanding of physical and market value•

How to determine a property’s economic value•

Understanding how an investment is fi nanced and •

value is increased

Current tax laws regarding such topics as capital •

gains and depreciation

A fi nancial calculator is required for this course. The

course textbook is written for the following calculators:

HP-10B, HP-10BII, HP-12C, and HP-19BII.

ACE CREDIT Recommendation: 3 semester hours, upper division baccalaureate


Refrigeration Systems and Accessories

Required for:

Study methods:

This course reviews the basic refrigeration cycle and

system components, as well as how to operate and

maintain reciprocating and absorption refrigeration

systems. Major topics covered include:

Refrigeration cycles and principles•

Mechanical components of refrigeration systems•

Systematic troubleshooting•

General maintenance procedures•


Recognizing, setting up, and maintaining a reliable •

and eff ective refrigeration system

General maintenance and troubleshooting of •

refrigeration systems and accessories

An understanding of computer technology used •

to operate refrigeration systems

ACE CREDIT Recommendation: 2 semester hours, vocational certifi cate, associate degree, lower or upper division baccalaureate

Technologies for


Required for:

Study methods:

This course will help you better understand the impact

of technology on workers and the workplace. You’ll learn

how to evaluate your current technological services and

systems and determine the most appropriate technologies

for your portfolio. Major topics covered include:

The growth of technology in the workplace•

Computer-aided facility management (CAFM)•

Local area networks (LANs)•

Computer-aided design (CAD) systems•

Telecommunications systems •

Power, wiring, and fl ooring•

HVAC, lighting, and ceilings•

Technology-intensive spaces•

Management of security systems•


Identifying the computer platforms and •

software applications that are compatible with

your company’s system

Identifying software programs that meet your •

automation needs

Evaluating and selecting technological systems•


“The information in every course

was applicable to my job

as a facility engineer for my

company...and provided

me with the critical information

to perform my support

function on our management

service accounts.”- Samuel W. France, PE, CPE, FMA

Senior Support SpecialistARAMARK Facility Services–Business and Industry

Semester Length

Accelerated Review



The following courses off er the same

information, applications, and exercises

as the U.S. version, but are specially

designed for our Canadian students.


Required for:

Study methods:

Environmental Health

and Safety Issues

Required for:

Study methods:


Required for:

Study methods:


Required for:

Study methods:

Canadian Course Off erings

“After receiving my BOMI designation,

I was promoted to oversee the building

maintenance group assigned to my area.”

- Student feedback from BOMI International’s April 2007

survey of 376 designation program graduates


Preamble

BOMI International, and its

designees, are committed to

promoting the highest level of

professionalism, integrity, and ability

available in the commercial property

and asset management industry.

This code of professional ethics

and conduct is designed to foster

trust and mutual respect among

those working in the industry,

as well as the public at large. It is

not intended to discourage fair

and healthy competition within

the industry, but to increase the

esteem of the designations and

the individuals who have earned

them. BOMI International considers

industry relationships critical to the

industry’s success.

Minimum standards of conduct in

these areas are contained herein.

Articles

I. Professionalism

Each designee of BOMI International shall conduct

business in a manner displaying the highest

degree of professional behavior, bringing credit to

the profession, the industry, and BOMI Interna-

tional. Designees shall speak truthfully and act in

accordance with accepted principles of honesty

and integrity. A designee shall endeavor to under-

stand and fairly represent his or her own scope of

knowledge and ability to perform services.

II. Responsibility to Clients

Each designee shall diligently and honestly pursue

the client’s legitimate objectives. Whenever pos-

sible, objectives should be put in writing to avoid

misunderstanding. No designee shall place his

or her own needs and desires above those of the

client in the performance of work for that client.

Each designee shall advise the client regularly,

or as agreed, on matters concerning the creation

of value. National, state and provincial, and local

(municipal) laws as well as regulations, codes,

and ordinances shall be strictly adhered to in the

operation of property or equipment.

III. Responsibility to Employers

Each designee shall behave in a manner consistent

with the stated goals of his or her fi rm and/or

employer. No designee shall act out of a motive

of personal gain apart from the knowledge and

consent of the employer and/or fi rm.

IV. Responsibilities to Real

Property and Equipment

Each designee shall be diligent in the operation of

property to maximize its long-term value within

the client’s objectives. Designees shall not permit

or cause damage to the property or properties un-

der their control. In the operation of the property,

designees shall take those actions reasonably nec-

essary to maximize the security and life safety of

the occupants, consistent with accepted standards

of the industry.

V. Confl ict of Interest

Each designee shall fully disclose to the client

any known confl ict of interest between a) the

client, client’s employees, suppliers, and other

related parties; and b) the owner, manager, or

their employees arising prior to the engagement

of management services. Each designee shall use

every reasonable means to resolve such confl icts.

No designee shall permit a confl ict of interest to

remain undisclosed, nor shall he or she create any

appearance of impropriety.

VI. Confi dentiality

Each designee shall maintain as confi dential

any legitimate business information provided in

confi dence until and unless given permission to

disclose it by the source, or for the length of time

that confi dentiality is legally required.

VII. Fair Dealing

Each designee shall endeavor to deal fairly with

his or her clients, tenants, competitors, vendors,

employer, and employees. No designee shall take

unfair advantage of anyone through manipulation,

concealment, abuse of privileged information,

misrepresentation of material facts, or any other

unfair dealing practice.

VIII. Records Management

Each designee shall maintain complete and accu-

rate records compiled in accordance with generally

accepted procedures and provide them to the cli-

ent or employer with comment on a regular basis.

In addition, each designee shall control the funds

and property entrusted to the designee in such a

way as to protect the client and client’s assets from

any reasonably foreseeable losses.

IX. Continuing Education

Each designee shall endeavor to remain

knowledgeable in the subject material of his or her

designation by taking courses and seminars off ered

by BOMI and others, reading industry periodicals,

and consulting and sharing information within

the industry network in the designee’s area.

X. Compliance with Laws

Each designee shall comply with all national, state

and provincial, and local (municipal) laws and

regulations, as well as any human rights statutes

concerning the properties managed, apprising

property owners as appropriate.

BOMI Code of Professional Ethics and Conduct

One Park Place

Suite 475

Annapolis, MD 21401

8002352664 | www.BOMI.org

Documents

Education for Property & Facilities Management Professionals