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CDFOM: Facilities Management and Maintenance: Planned, Corrective and Contracted Work

CDFOM · Work through your exam, one topic at a time.

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Facilities Management and Maintenance: Planned, Corrective and Contracted Work

Facilities Management and Maintenance

This domain tests the asset lifecycle: how planned and corrective maintenance are scheduled, executed, recorded and assured, and how maintenance contracts are scoped so they support availability rather than merely transfer risk. Expect questions on CMMS data, PM compliance, MTBF and MTTR, critical spares and vendor management.

Core rules and concepts

  • Build an asset register with criticality, location, OEM, warranty, maintenance strategy and spares. Criticality drives PM frequency and spares holding.
  • Maintenance types include planned preventive (time- or usage-based), predictive or condition-based (vibration, thermography, oil analysis), corrective failure response and deferred backlog. Reactive repairs are not planned maintenance.
  • A CMMS should hold work orders, asset history, procedures, permits and parts. PM schedules derive from OEM requirements, statutory obligations and risk; changing intervals needs technical justification.
  • Contracts must define scope, response and restoration SLAs, spares responsibility, reporting, escalation, exclusions and KPIs. A vendor SLA without a matching internal OLA leaves a gap.
  • Control work with permits, LOTO, MOPs and safe isolation. Track MTTR and repeat failures to test whether maintenance is effective, not just completed.

Worked example

A quarterly CMMS report shows 250 PM work orders due, 230 closed, 15 open past due and 5 cancelled without approval. PM completion = 230 ÷ 250 = 92%. If the target is 95%, the site needs 238 completed (0.95 × 250 = 237.5, rounded up), so it is 8 short. The five unapproved cancellations should be counted as not completed, not removed from the denominator. If the 15 overdue tasks include two UPS battery inspections and one generator load test, operational risk is higher than the headline 92% suggests. Reasoning: report schedule compliance, completion and overdue criticality separately.

Traps that cost marks

  • Reporting PM completion while excluding cancelled or deferred work.
  • Extending OEM intervals to improve the KPI without risk assessment.
  • Confusing MTBF (reliability) with MTTR (maintainability).
  • Assuming a vendor contract covers spares or consumables when exclusions say otherwise.
  • Closing work orders without asset history or failure coding, which destroys trend analysis.