MAS - Building Owners And Managers Institute Incorporated A / K / A Building Owners And Managers Institute - 47QSHA19D004S

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

MULTIPLE AWARD SCHEDULE (MAS)

Contract Number:

47QSHA19D004S

Period Covered by Contract:

July 24, 2019 – July 23, 2029

BUILDING OWNERS AND MANAGERS INSTITUTE INCORPORATED

900 Bestgate Road, Suite 206 Annapolis, MD, 21401-3089

Phone: 410.974.1410 Fax: 410.974.0544 https://www.boma.org/ E-Mail: jstolzenberg@bomi.org Business Size: Other Than Small

Price List current through Modification PS-0056, effective November 27, 2025

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for GSA Advantage!® is:

https://www.GSAAdvantage.gov. For more information on ordering go to the following website:

https://www.gsa.gov/schedules. .

900 Bestgate Road, Suite 206 PH: 410.974.1410 https://www.bomi.org/

ORDERING INFORMATION

1a. Authorized Special Item Numbers (SINs):

SINs 541690E (Energy Consulting Services) and OLM (Order-Level Materials)

1b. Lowest priced model number and lowest unit price for that model for each SIN awarded in the contract: See attached pricing.

1c. Hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services:

See attached pricing.

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage (delivery area): Domestic

5. Points of production: United States

6. Discount from list prices or statement of net price: Government net prices

7. Quantity discounts: None

8. Prompt payment terms: Net 30 days. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign items (list items by country of origin): Not Applicable

10a. Time of delivery: TBD at Task Order Level

10b. Items available for expedited delivery: The Contractor shall deliver or perform services in accordance with the terms negotiated with the Ordering Activity.

10c. Overnight and 2-day delivery: The Contractor shall deliver or perform services in accordance with the terms negotiated with the Ordering Activity.

10d. Urgent Requirements: Contact Contractor

11. F.O.B. Point: Not Applicable

12a. Ordering address:

BOMI

900 Bestgate Road, Suite 206

Annapolis, MD, 21401-3089

12b. Ordering Procedures: See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address: Same as ordering address

14. Warranty provision: Building Owners and Managers Institute, Incorporated (BOMI) warrants that services will be performed by reasonably qualified personnel in a professional manner and will be of the kind and quality designated. Customer must report any defect or nonconformance in the services to Building Owners and Managers Institute, Incorporated (BOMI) either verbally or in writing. If required BOMI will correct the issue with performance.

15. Export packing charges: Not Applicable

16. Terms and conditions of rental, maintenance, and repair: Not Applicable

17. Terms and conditions of installation: Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices: Not Applicable

18b. Terms and conditions for any other services: Not Applicable

19. List of service and distribution points: Not Applicable

20. List of participating dealers: Not Applicable

21. Preventive maintenance: Not Applicable

22a. Environmental attributes, e.g., recycled content, energy efficiency, and/or reduced pollutants: Not Applicable

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services offered and show where full details can be found (e.g., Contractor’s website or other location). ICT accessibility standards can be found at https://www.section508.gov/: Not Applicable

23. Unique Entity Identifier (UEI) number: NXRUAR6HULX7

24. BOMI is registered in the System for Award Management database.

SCLS Statement

The Service Contract Labor Standards, formerly the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CFR 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and/or when the contractor adds SCLS labor categories/employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable wage determination number. Failure to do so may result in cancellation of the contract.

COURSE DESCRIPTIONS

The Design, Operation, and Maintenance of Building Systems, Part I Understanding the intentional design and construction of buildings and how they function daily is a primary need in property and facilities management. The two-part Design, Operation, and Maintenance of Building Systems courses are designed to equip property and facilities managers with the well-rounded background needed to excel in the industry. In Part I of this series, you will learn about building design, construction considerations, structural systems, and air and water distribution systems.

This updated edition offers new materials and systems throughout and an improved learning experience. You will have the opportunity to become acquainted with contemporary advances in the industry including energy benchmarking, efficient design, automated building systems, building filtration, efficiency credits, and improved sewer systems. You will also find discussion of the pros and cons of new materials to help inform your future decision making, including purple board, digital hygrometers, electric HVAC solutions, and CPVC.

Learners will find new engaging microlessons, instructor clips, and an easy to navigate interface.

Upon successful completion of this course, learners will be able to:

Implement maintenance best practices for building systems to achieve efficiencies and cost savings Support maintenance of building structural components in the design and construction of facilities by selecting and recommending the appropriate materials Describe best practices for the design, operation, and maintenance of HVAC and plumbing systems Demonstrate working knowledge of the systems required for ensuring the preservation of a building’s structural integrity

Key topic areas:

building design and construction • construction materials • structural systems • heating, ventilating, and air conditioning • plumbing systems • the building envelope • building system controls • lifecycle costing • roofing • interior walls, ceilings, and flooring

Applies to:

FMC and PAC certificates FMA® and RPA® designations

Recommendations:

USGBC Recommendation: 30 GBCI continuing education hours toward the LEED Credential Maintenance Program

The Design, Operation, and Maintenance of Building Systems, Part II Understanding the intentional design and construction of buildings and how they function daily is a primary need in property and facilities management. The two-part Design, Operation, and Maintenance of Building Systems courses are designed to equip property and facilities managers with the well-rounded background needed to excel in the industry. In Part II of this series, you will learn about lighting, internal transportation systems, property maintenance, security, and safety systems.

This edition offers updates on lighting and other technological advances and an improved learning experience.

Technology and lighting updates are mentioned throughout, and the related impact is highlighted. For example, you'll learn about how safety changes and updated codes can extrapolate through your building - impacting elevators, locks, insurance, cleaning, and many other systems. The Design, Operations, and Maintenance of Building Systems, Part II course will also help you plan for achieving building certifications, such as BOMA BEST, as these programs require a comprehensive building approach.

Learners will find new engaging microlessons, instructor clips, and an easy to navigate interface.

Upon successful completion of this course, learners will be able to:

Effectively analyze, manage, and optimize building systems Identify opportunities to increase the efficiency of building systems Understand the successful management of pests, solid wastes, energy, and security and life-safety systems Evaluate and implement best practices for increasing occupant safety and comfort

Key topic areas:

security • fire protection systems • electricity (AC and DC) 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

Applies to:

FMC and PAC certificates FMA® and RPA® designations

Recommendations:

Energy Management and Controls Energy Management and Controls includes a number of key concepts and discussions that teach fundamental maintenance and energy management control aspects that will enable you to run your building operations in a cost-efficient manner. You will develop an understanding of the operation of heating, cooling, humidification, and dehumidification control applications, and learn about variable air volume design and building pressurization control devices. You will also develop the skills and knowledge to perform a cost-benefit analysis of HVAC, electric, and lighting systems and to create an energy management program for your facility.

Upon successful completion of this course, learners will be able to:

Apply an energy management plan to your building’s systems Evaluate new systems with a concentration on retrofitting Describe traditional and alternative energy systems and their integration with other building systems Discuss how to use programmable logic controllers and other resources to optimize your system Develop, implement, and manage an innovative preventive maintenance program

Key topic areas:

control system basics • auxiliary and electronic controls and their application to heating, cooling, humidifying, 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

Applies to:SMC and BEC certificates

SMA® and SMT® designations

Recommendations:

USGBC Recommendation: 24 GBCI continuing education hours toward the LEED Credential Maintenance Program

High-Performance Sustainable Building Investments High-Performance Sustainable Building Investments delivers the strategies needed for building a business case for high-performance investments. You will practice bundling social, environmental, and economic factors, fully integrating all facets of the triple bottom line. By leveraging analysis tools such as ROI, NPV, and IRR, you will be equipped to promote and gain buy-in for sustainability and high performance investment projects.

Upon successful completion of this course, learners will be able to:

Identify and engage business stakeholders by demonstrating the value of investments from a 3BL approach

Illustrate how social and environmental returns enhance economic returns for a stronger overall investment

Illustrate the value of high-performance projects through operational-focused and asset-focused industry benchmarks and tools

Implement project delivery using a whole-building approach by bundling retrofit projects that maximize potential benefits

Leverage financing resources, including internal capital budgets, off-sheet financing and utility and tax rebate programs, among others, in order to mitigate overall costs of high-performance projects

Address methods for marketing project successes to key stakeholders through quantifiable results and performance reporting

Key topic areas:

defining value within a sustainability framework • balancing and prioritizing the triple bottom line • tangible and intangible valuation drivers • performance contracting and energy service companies • benchmarking beyond energy • triple bottom line analysis • whole building design • high-performance interiors and internal systems • high-performance exteriors and building systems • internal and external funding resources • engaging stakeholders • measurement and verification

Applies to:

BOMI-HP® designation

Recommendations:

High-Performance Sustainable Building Practices High-Performance Sustainable Building Practices identifies the critical no-cost and low-cost sustainable initiatives that every building professional can start implementing now. Throughout this course, you will learn how to effectively optimize and apply sustainable best practices, which cover every aspect of the built environment, to drive operational efficiencies for a high-performance building.

Upon successful completion of this course, learners will be able to:

Implement benchmarking protocols and strategies to improve operational performance and reduce energy demand and use

Explore sustainable opportunities to improve building operations in areas including energy, lighting, water use, building envelope, waste management, and other critical areas

Build an effective sustainable operating plan with a focus on purchasing, green cleaning, indoor air quality, fundamentals for interior and exterior maintenance, and vendor management

Engage stakeholders, including occupants, vendors, and owners and investors, to ensure adoption and full integration of high-performance initiatives

Key topic areas:

implementing high-performance sustainable initiatives • building interior practices • sustainable facades and roofs systems • HVAC and commissioning processes • high-performance lighting implementation • building electrical usages • durables and consumables incentives • building water operations • renewable energy methods • sustainable maintenance procedures • tenant engagement approaches • op-ex finance and portfolio management

Applies to:

BOMI-HP® designation

Recommendations:

High-Performance Sustainable Building Principles High-Performance Sustainable Building Principles provides a comprehensive overview of high-performance sustainable buildings and exposes you to the critical components of sustainability where building systems and the ecosystem intersect. As an industry professional, you will gain insight into understanding and tackling building performance issues that impact local environmental issues and global climate change; integrating high-performance building standards and guidelines; identifying and overcoming the hurdles to achieving true high-performance; and attaining top-to-bottom organizational buy-in for sustainable building initiatives.

Upon successful completion of this course, learners will be able to:

Understand and tackle building performance issues that impact local environmental issues and global climate change

Integrate high-performance building standards and guidelines Identify and overcome the hurdles to achieving true high-performance Attain top-to-bottom organizational buy-in for sustainable building initiatives

Key topic areas:

definition of sustainability in the built environment • justifications for high-performance initiatives • market dynamics • resource management concepts • benchmarking value and standards for design review • building interiors and enclosure overviews • integrated systems and commissioning concepts • water and wastewater system considerations • renovation and tenant improvement guidelines • sustainable contracting and vendor management principles • transportation • engagement

(communications and marketing) • finance/portfolio considerations

Applies to:

BOMI-HP® designation

Recommendations:

Air Handling, Water Treatment, and Plumbing Systems Air Handling, Water Treatment, and Plumbing Systems is about understanding air-handling systems, water systems, plumbing systems, and fire protection systems. Specifically, the chapters in this text address human comfort, ductwork, air-handling units, and indoor air quality. They also discuss the basics of water system problems, water testing, and typical treatment options. The course concludes with a discussion of the psychrometric chart.

Upon successful completion of this course, learners will be able to:

Replace and/or maintain complicated HVAC systems Outline procedures for water sample analysis, testing, and treatment Reference guidelines when installing and monitoring pipes and valves Maintain a reliable and effective fire protection system

Key topic areas:

HVAC systems • air cleaning devices • indoor air quality • water conditioning and treatment • plumbing • fire protection and alarm systems

Applies to:

SMC and BEC certificates SMA® and SMT® designations

Recommendations:

USGBC Recommendation: 24 GBCI continuing education hours toward the LEED Credential

Asset Management The revised edition of Asset Management addresses the needs of contemporary property management professionals who often function as asset managers or collaborate closely with them. This new powerhouse course is a combination of BOMA International and BOMI's Asset Management programs and evaluates financial performance, conducts thorough due diligence for asset acquisition and divestment, and provides guidance for handling distressed real estate-owned (REO) properties.

Key areas of emphasis include formulating an asset management plan tailored to prevailing economic conditions, measuring financial and operational objectives, and implementing tenant retention and attraction strategies. The course consists of interactive modules to improve proficiency in assessing the financial performance of buildings.

Upon successful completion of this course, learners will be able to:

Maximize market value for your properties across diverse economic conditions Manage distressed properties for profitable transitions Identifying and capitalizing on opportunities that elude competitors Building wealth, diversifying investment portfolios, and optimizing returns Exercising control over assets to enhance operational efficiencies

Key topic areas:

investment benchmarks • IRR • NPV • NOI • discount cash flow analytics • underperforming assets • foreclosures • hold/sell analysis • capital improvements within budget • loan options • asset management plans • asset acquisition and divestment • distressed real-estate owned properties

Applies to:

PMFP certificate FMA® and RPA® designations

Boilers, Heating Systems, and Applied Mathematics Boilers, Heating Systems, and Applied Mathematics provides information for you to learn about the critical factors involved in boilers and heating systems. It provides a thorough review of mathematical skills, thermodynamics, and energy sources. You will learn the skills necessary to identify, operate, and maintain boilers, boiler components and pumps, boiler controls, steam heating systems, hydronic heating systems, and warm air and radiant heating systems.

Upon successful completion of this course, learners will be able to:

Understand the different boiler types, their components and control systems, and their operation and maintenance

Recognize, set up, and maintain a reliable and effective heating system Calculate ratios, proportions, and percentages Convert units of measure

Key topic areas:

heating systems operations • mechanical components of heating systems • thermodynamics as applied to heating systems • basic mathematics needed to operate heating systems

Applies to:

SMC certificate SMA® and SMT® designations

Recommendations:

Budgeting and Accounting The Budgeting and Accounting course updates reflect the latest industry practices and standards.

Innovative microlessons that focus on practical applications provide real-world insights and strategies you can implement immediately. You’ll learn the skills to effectively analyze financial statements, create budgets, manage and address budget variations, prepare rent rolls, and how to attract and retain high-quality tenants using tenant profiles. In addition, you’ll find a specialized module on CAM reconciliations.

Upon successful completion of this course, learners will be able to:

Identify potential opportunities for increasing a property’s net operating income Determine recoverable and nonrecoverable operating expenses Establish cost controls Prioritize capital expenditures Explain budget variances to stakeholders Follow best practices in tenant communications Analyze and interpret financial statements of prospective tenants

Key topic areas:

record-keeping requirements • revenue and expenditure cycles • cash basis income statement • financial statements • annual reports • lease abstracts • income and expense budgeting • working with capital

Applies to:

PAC and PMFP certificates RPA® designation

Building Design and Maintenance Building Design and Maintenance stresses that it is important for all building systems administrators to not only have an intimate knowledge of a facility’s systems and components, but also have an understanding of the day-to-day and month-to-month operations that keep a building in good working order. This comprehensive course covers the basics of subjects such as building design and structural systems, foundations, walls, flooring, roofing, and landscaping. In addition, this course provides information about building maintenance and an overview of the types and uses of construction documents.

Upon successful completion of this course, learners will be able to:

Maintain efficient and cost-effective building systems Distinguish among a variety of building materials and structural components Read, understand, and use construction documents Identify your role in effectively maintaining the functions of a structure

Key topic areas:

common building materials and systems in building foundations • curtain walls • windows • roofing systems • interior finishes • flooring, interior walls and ceilings • vertical transportation • grounds maintenance and inspection • the reading, scaling, interpretation, care, and use of construction documents

Applies to:

SMA® designation

Recommendations:

Electrical Systems and Illumination Electrical Systems and Illumination is about understanding the electrical systems and illumination in buildings and facilities. Specifically, the chapters in this text address the fundamentals of electricity, electric circuits and circuit protection, lighting systems, power distribution, motors and motor maintenance, electrical system installation, and electrical safety practices.

Upon successful completion of this course, learners will be able to:

Explain fundamental concepts of electricity and electrical circuitry Employ metering devices to measure electricity consumption Trace the path of power, from its generation at the utility to distribution throughout your facility Comprehend electrical symbols used in block diagrams, schematics, installation drawings, and other construction drawings Distinguish among the various types of wires, cables, splices, and conduit used in commercial properties Describe devices and practices used in circuit protection Summarize lighting principles related to measurement, efficiency, maintenance, and resource conservation Install, monitor, and maintain motors and starters Practice life-saving safety procedures, including lockout/tagout, when working with electrical equipment

Key topic areas:

sources of electricity • electrical safety • electrical circuits • electric meters • cables, terminations, and conduits • light sources, fixtures, and maintenance • electric motor basics and maintenance

Applies to:

BEC certificate SMA® and SMT® designations

Recommendations:

Environmental Health and Safety Issues Environmental Health and Safety Issues presents best practices for developing and managing an effective environmental health and safety program. You will learn about the regulatory process and how it affects facilities. Compliance with laws and regulations is a key focus. The course will prepare you to conduct site assessments, analyze risk, and cooperate with compliance audits. The course also guides learners through the planning process to mitigate the risk from any workplace emergency, specifically addressing hazardous materials, air quality, water pollution, asbestos and lead hazards, and tank management. The management of and response to specific indoor environmental quality complaints is also addressed.

Upon successful completion of this course, learners will be able to:

Develop and manage an effective environmental health and safety program, integrating sustainable best practices wherever appropriate

Ensure that your facilities are in compliance with Federal, state, and local regulatory mandates

Assess environmental risk factors and prepare for compliance audits Address emergency environmental health situations through proper planning and incident response Maintain health and safety records in accordance with industry best practices Manage indoor environmental quality complaints related to air, water, mold, radon, asbestos, and other environmental hazards Execute appropriate record keeping, reporting, and other requirements associated with aboveground and underground storage tank regulations Design and implement a waste management program, including recycling and disposal of all forms of waste including landfills waste, hazardous waste, universal, electronic, and tenant-generated waste

Key topic areas:

regulatory overview, including OSHA and EPA regulations • hazard communication and emergency response • asbestos and lead management • office and industrial ergonomics • indoor air quality, air emissions, and pollution control • storage tanks, hazardous waste, and site assessment • audits, record keeping, and legal issues

Applies to:

FMA®, RPA®, SMA® designations

Recommendations:

Ethics Is Good Business® ShortCourse™ Ethics Is Good Business® ShortCourse will provide you with the tools to make sound ethical decisions.

As you will discover, the information in this coursebook provides a framework for analyzing and responding to ethical problems. During this ShortCourse, you will read passages that reinforce the key concepts and issues presented. You will also encounter specific case studies that illustrate the need for you to have a firm ethical foundation for the decisions you will make.

Upon successful completion of this course, learners will be able to:

Demonstrate an understanding of fundamental ethical terms Understand moral reasoning Identify potential ethical challenges and apply two theoretical ethical approaches to them Resolve difficult issues by employing an ethical decision-making model Cite examples of companies embracing a triple bottom line philosophy, and identify how the concept can be implemented in your organization

Key topic areas:

the triple bottom line • tenant relations • confidentiality • recordkeeping • trade secrets • proper use of funds • conflicts of interest

Applies to:

FMA® and RPA® designations

Recommendations:

USGBC Recommendation: 6 GBCI continuing education hours toward the LEED Credential Maintenance Program

Facilities Planning and Project Management Facilities Planning and Project Management stresses that technical skills are important, but strategy, leadership, and direction will contribute more to the success of your facilities projects than logistical prowess. You will learn to develop strategic facilities plans, plan facilities projects, and effectively implement and evaluate projects.

You will also understand the why and the how of communicating with those employees directly affected by facilities projects, and integrating them into the strategic process. To accomplish this, and to communicate with architects, designers, and general contractors, you will learn the basic symbols and tools you will need to read architectural drawings. The set of drawings included with this coursebook will be used in the course, relating course key concepts to the master case study, a facilities project for a hypothetical company, which is presented throughout the course.

Upon successful completion of this course, learners will be able to:

Execute post-occupancy evaluations using facilities annual reports Organize and plan a successful facilities project Assemble a project team Use best practices to determine facility needs Distinguish among the roles that each employee and/or contractor has in managing a facility Grow and implement project management skill sets

Key topic areas:

the value of planning and organizing • planning models • identifying and rating user needs • owned vs.

leased developed facilities • managing the planning process • classifying facilities projects • specifications for facilities performance • design development and review • implementing projects • planning occupancy • project closeout

Applies to:

FMA® designation

Fundamentals of Facilities Management Fundamentals of Facilities Management includes a number of key concepts and applications that are designed to provide the base from which you can build a career in facilities management. Successful facility managers must have business savvy supported by a broad scope of technical knowledge.

Therefore, you will gain an understanding of the importance of facilities management to business organizations and operations, while also learning strategies for internal marketing. You will learn how to structure and manage operations and maintenance programs, and how to manage personnel effectively to control workloads. You will likewise acquire project management and leadership skills crucial to your success.

Upon successful completion of this course, learners will be able to:

Demonstrate the importance of facilities management to business organizations Structure and manage operations and maintenance programs Manage internal and outsourced personnel effectively to control workloads Align facilities operations with information management, cost controls, and investment and budgeting strategies Make effective decisions and apply insight into information analysis methods Manage a successful project, with you as a team leader

Key topic areas:

principles of information management • investment, cost controls, and budgeting strategies • operating levels of facilities activities • outsourcing principles • benefits of leasing vs. ownership

Applies to:

FMC certificate

High-Performance Sustainable Buildings: HVAC Optimization High-Performance Sustainable Buildings: HVAC Optimization consists of five scenario-based online modules focused on the relationship among the facility manager, building tenants, and systems maintenance personnel. This program was developed using the latest instructional design techniques, using animated, real-life scenarios to provide learners with immediately applicable learning opportunities.

The content covers a wide range of topics important to ensuring the most efficient operation of HVAC systems year-round while taking into consideration people, profits, and the planet.

Upon successful completion of this program, learners will be able to:

Demonstrate best practices for operations assessments, demand response strategies, and procedures for engaging third-party support

Understand the importance of monitoring ventilation rates and economizer functionality Employ a variety of system resets to save energy, lower costs, and increase occupant comfort

Key topic areas:

foundational HVAC optimization knowledge • assessing operations for optimization opportunities • applying building-wide optimization best practices • applying system-specific optimization best practices • analytic tools for ongoing optimization

Law and Risk Management In today’s complex business environment, it is becoming increasingly important for property managers to know how to address legal and risk management issues. This course will provide a foundation in the basic principles of law and risk management, helping you deal with everyday legal and risk issues.

The new application-based microlessons provide a guided tutorial for the correct process of creating a deed and the legal aspects of enforcing it, tools and strategies to ensure your lease agreements are fully compliant - minimizing risks and maximizing returns, and an understanding of how to manage insurance coverage strategically, ensuring optimal protection while avoiding over-insurance pitfalls.

Upon successful completion of this course, learners will be able to:

Discuss the issues surrounding contracting law Explain the legal aspects of real estate financing Understand environmental law and land use Identify potential legal liability situations Formulate effective loss control programs Understand insurance policies needed to help protect your company from potential liability claims Describe how underwriting for insurance affects your coverage Provide comprehensive employee benefit plans

Key topic areas:

conveying and financing real estate • contracts • 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 • general liability insurance and employee benefit plans • loss exposures

Leasing and Marketing for Property Managers Leasing and Marketing for Property Managers is a resource and how-to guide for property managers who have been assigned the additional responsibility of leasing. The course covers everything from working with owners and prospective tenants, to creating marketing and leasing plans, to writing the actual lease.

You will be provided with websites, techniques, and valuable resources to smooth your transition from property manager to leasing agent.

As a property manager/leasing agent, you must be effective in placing customer needs ahead of other considerations. You must be able to respond rapidly to change, anticipate trends, and present your building more persuasively than the competition can. Furthermore, you must know that a signed lease at the end of the sales process is the true beginning of marketing efforts, because it is cheaper to keep a tenant than to have to spend money finding a new one.

Upon successful completion of this course, learners will be able to:

Chart and rate comparative properties in your market Develop advertising and media buying savvy Employ proper public relations Develop parameters to lease space effectively Identify prospective tenants and make them aware of how your building suits their needs

Key topic areas:

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

Managing the Organization Managing the Organization will prepare you to manage and lead your organization through improved communication, motivation, 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 abilities, and analyze and improve their relationships with staff, colleagues, and owners.

Upon successful completion of this course, learners will be able to:

Understand and demonstrate what motivates staff and how to use techniques to influence staff behavior

Demonstrate the importance of communication and marketing and provide tools and techniques for the manager to accomplish

Provide a framework for organizing the various functions associated with facilities management and the rationale for organization configurations

Demonstrate the importance of problem solving and provide problem-solving tools necessary for manager to guide staff in problem-solving activities

Apply your learned skills and abilities to a sustainability-driven building upgrade case study

Key topic areas:

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

Applies to:

FMA®, RPA®, SMA® designations

Recommendations:

Real Estate Investment and Finance

This course teaches you to take charge of real estate investments to maximize a property’s value.

Combining the latest industry practices with practical applications, you will learn basic financial concepts related to real estate, including income capitalization, valuation, analysis, taxation, depreciation, and life cycle costing. In addition, you’ll learn to evaluate real estate investments and develop budgets estimating net operating income, including spreadsheet examples that showcase current calculation methods and provide multiple resources to address your investment and finance needs.

New microlessons offer insights into the “Rule of 72,” owner objectives including calculations and analysis, and maximizing the success of real estate contracts through contract type selection, negotiation, terms, and conditions.

Upon successful completion of this course, learners will be able to:

Understand physical value and market value Determine a property’s economic value Finance investments and increase value Demonstrate a working knowledge of current tax laws, including capital gains and depreciation

Key topic areas:

asset valuation and enhancement • costs and taxes • capitalization • site and building analysis • the appraisal process • discounted cash flow measurement • ownership vehicles • the basics of lending and current lending practice

Applies to:

PMFP certificate FMA® and RPA® designations

Refrigeration Systems and Accessories Maintaining the proper comfort level in an office environment is essential for tenant satisfaction. Refrigeration Systems and Accessories reviews the basic refrigeration cycle and refrigeration system components, as well as how to operate and maintain reciprocating and absorption refrigeration systems. You will gain the skills and knowledge to describe the principles of refrigeration and identify the performance characteristics of refrigeration components. You will also learn how to establish maintenance processes and troubleshooting techniques.

Upon successful completion of this course, learners will be able to:

Employ a working knowledge of refrigeration systems to describe how they can be integrated into an existing building

Maintain a reliable and effective refrigeration system Troubleshoot refrigeration systems and accessories Perform general maintenance on refrigeration systems and accessories Explain the computer technology used to operate refrigeration systems

Key topic areas:

refrigeration cycles and principles • mechanical components of refrigeration systems • systematic troubleshooting • general maintenance procedures

Applies to:

SMC certificate SMA® and SMT® designations

Recommendations:

RPA® Capstone Experience Prep Course This online self-paced course will prepare you to take the culminating RPA® Capstone Experience Exam.

The study material for this course includes a pre-assessment and practice exam, a digital coursebook, section review quizzes, and an RPA® Exam Blueprint. All course resources are extracted from the Exam Blueprint and support the preparation for the exam. The topics of study are suggestions to what is covered in the RPA® Capstone Exam, and will require you to further expand your studies according to the Exam Blueprint provided.

Key topic areas:

Building Operations and Maintenance • Property Administration • Financial Management and Administration • Legal and Risk Management • Leasing and Marketing • Sustainability, Health, and

Wellness

FMA® Capstone Experience Prep Course This online self-paced course will prepare you to take the culminating FMA® Capstone Experience Exam.

The study material for this course includes a pre-assessment and practice exam, a digital coursebook, section review quizzes, and an FMA® Exam Blueprint. All course resources are extracted from the Exam Blueprint and support the preparation for the exam. The topics of study are suggestions to what is covered in the FMA® Capstone Exam, and will require you to further expand your studies according to the Exam Blueprint provided.

Key topic areas:

Facilities Management and Administration • Building Operations and Maintenance • Strategic and Financial Management • Risk Management, Accessibility, and Environmental Health and Safety

(EHS) • Capital Asset Management and Planning • Energy, Sustainability, and Innovation