CMS

Certification
Handbook
Coordinate Metrology
Society

CMS Certification Handbook

TABLE OF CONTENTS
SECTION 1: The Coordinate Metrology Society (CMS)
Organization and Membership
History of the Organization

Page 3
Page 3

SECTION 2: Introduction to CMS Certification

Certification Overview
Certification Committee
Development of Certification Program

Page 4
Page 4
Page 5

SECTION 3: CMS Level-One Certification

CMS Level-One Certification
Preparing for the Level-One Certification
Helpful Resources
Preparatory Course for Level-One Certification

Page 6
Page 7
Page 8
Page 9

SECTION 4: CMS Level-Two Certification

CMS Level-Two Certification
Preparing for the Level-One Certification

Page 10
Page 11

SECTION 5: CMS Recertification

Recertification Requirements
Recertification Guidelines

Page 12
Page 12

SECTION 6: Application for Certification

How to Apply for Certification
Application Fees
Educational Credits
Level-One Certification Examination Sites

Page 15
Page 16
Page 16
Page 17

SECTION 7: Certification Credentials and Other Benefits

Award of Certification and Recertification
Certification Logo Guidelines
Seals and Stamps

Page 18
Page 18
Page 18

SECTION 8: Miscellaneous
Certification Partnership
CMS Code of Ethics
Coordinate Metrology Systems Conference
CMS Publications
CMS Measurement Studies (2010 2014)

Page 19
Page 21
Page 22
Page 23
Page 24

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 2

CMS Certification Handbook

SECTION 1: THE COORDINATE METROLOGY SOCIETY (CMS)
ORGANIZATION AND MEMBERSHIP
The Coordinate Metrology Society (CMS) is the preeminent membership association for portable
measurement professionals. The CMS is driven by its charter to educate its membership about the
utilization of 3D metrology solutions including traditional CMMs, laser trackers, photogrammetry,
theodolites, laser projection systems, laser radar, noncontact scanning devices, GPS, and articulating
arms. These systems are used for various applications such as reverse-engineering, tooling, inspection,
metrology-assisted assembly, deformation analysis, robot calibration, automation and integration.
The organization has developed career-enhancing programs for professional certification in Portable 3D
Metrology. The Coordinate Metrology Systems Conference (CMSC) is also sponsored by the CMS and
supported by users, service providers, and OEM manufacturers of high-precision, portable coordinate
measuring machine systems, software, and peripherals. The membership assembles each year in July to
get a first-hand look at the latest advancements in portable measurement systems and software that
produces and uses 3D coordinate data. The event is held in a different city each year.
The CMS community is encouraged to participate in many ways, from volunteering during the conference,
running for a position on the Executive Committee, or serving on a sub-committee of the organization.
Yearly membership dues are $35.00, and are included in the yearly conference fee. To join the Coordinate
Metrology Society or attend the yearly conference, contact the Registrar at [email protected]. The
organizations latest news and updates can be found at their www.CMSC.org.

HISTORY OF THE ORGANIZATION

At the 1984 gathering of the American Society of Photogrammetry and Remote Sensing (ASPRS), the
idea emerged to organize a society of PCMM industry professionals and host the Coordinate Metrology
Systems Conference. In 1985, the first official meeting of the CMSC was held. The original intention of the
event was to bring OEMs and users together to work on standardizing theodolite targets. The rest, as they
say, is history. In 2014, the CMS celebrated its 30th anniversary, an exceptional accomplishment by any
standards for a volunteer-based professional organization. For more information about the Coordinate
Metrology Systems Conference, please reference Page 22.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 3

CMS Certification Handbook

SECTION 2: INTRODUCTION TO CMS CERTIFICATION
CERTIFICATION OVERVIEW
Portable 3D Metrology is being integrated into manufacturing processes at a rapid rate. Data collection
technologies that were once the domain of scientists, engineers, and mathematicians are now being used
by technicians and shop-floor personnel for industrial applications and beyond. Measurement equipment
is calibrated and certified to performance standards, but most of the personnel operating this equipment
are not accredited. There are many variables induced by an operator that can dramatically influence data
collection and dimensional control. It is important for an employer to verify the knowledge and skill level of
an employee, or a metrology service provider in this industry.
The Coordinate Metrology Society determined a clear need for a Certification program based on a
graying workforce, new skill requirements from industry, and the ever increasing need for metrology
expertise. Today, CMS Certification credentials aid in quantifying a potential employees knowledge of
metrology, which is essential to ISO certified manufacturers and companies with Quality Management
Systems.

CERTIFICATION COMMITTEE
The CMS Certification Committee was formed in 2009 to assess the need and feasibility of creating a
Certification program for portable metrology professionals. An established Charter was developed that
defined the committee membership, the reporting responsibility and updated the CMS bylaws to make
certification committee a standing committee. The group researched existing certifications, surveyed the
CMS membership (2009 conference) and began developing a preliminary Body of Knowledge (BOK).
The group also determined the role of the Coordinate Metrology Society as an issuing authority. The
bylaws governing the committee can be found here.
After nearly five years of steady development, the Coordinate Metrology Society launched the industrys
first Level-One Certification for Portable 3D Metrology. The first examinations were held at the 2013
CMSC held in San Diego, CA.
The dedicated CMS Certification Committee is composed of distinguished metrology veterans and
manufacturing industry professionals:
Randy Gruver Committee Chair, Boeing Technical Skills Instructor
Ben Rennison The Boeing Company
Alan Metzel Northrop Grumman Electronic Systems
Bob Elliott Lockheed Martin
Mathew Ilardo Brookhaven National Laboratory
Pat Walsh MVS Group
Ulysses Green The Boeing Company / GKN / RT
Chuck Pfeffer FARO Technologies
Gary Confalone East Coast Metrology
Ron Hicks API Services
Ron Rode Plant Tool & Engineering
A special thank you to Quality Digest for creating our logo!

Randy Gruver, Chair

CMS Certification Committee

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 4

CMS Certification Handbook

DEVELOPMENT OF THE CERTIFICATION PROGRAM
In 2009, the CMS certification committee was formed to study the need for 3D Portable Metrology
Certification. The original assumptions were to establish that equipment operators and data processors
were the target audience. The committee investigated a partnership in administering certification, and
determined training would be provided by 3rd party organizations such as manufacturers, service
providers, academia, and national institutes. Conclusions drawn from the 2009 study were:
A properly structured certification program would be of definite value.
Equipment must be calibrated, but the operator, the greatest potential source of error, is not required
to be certified.
Certification should be multi-level to delineate degree of capability and responsibility.
Certification should indicate mastery of a core body of knowledge with additional certifications for
equipment/software.
Hardware/software certification should demonstrate appropriate technical knowledge and proficiency.
There should be certified examiners for each hardware group.
There may be areas where certification would be application specific.

CMSC 2010 Skills Development Workshop

The CMS Certification committee developed the idea to perform a statistical study at CMSC. The aim of
the study would identify skill gaps in the general metrology community. In addition to this, the workshops
at CMSC would relate content to data developed in the study. The CMSC 2010 study was an open
workshop inviting conference delegates to participate in an official Measurement Study. The core subject
of the measurement study was based on a variety of hand tools used in dimensional measurement.
The studys objectives were to look at the importance of core measurement principles, observing
behavior when dealing with measurements, instilling the right
measurement strategy, and encouraging a questioning culture.
The measurement studies were conducted over two days in two separate
Areas using various defined first principle tasks. The criteria of the tasks
were modified to allow for various training and assessments techniques
to be undertaken such as:
Assessment of prior learning and experience
Questioning techniques
Practical task monitoring
Demonstration
2011 - 2014 Measurement Studies
Since 2011, the Measurement Study theme has varied:
1) How Behavior Impacts your Measurement in 2011
2) The Importance of Practical Testing in 2012
The annual Measurement Studies have greatly contributed to the Body of Knowledge used to produce
the existing Certification examinations. The 2012 measurement study was developed to support the
organizations Certification Cognitive Examination development process, which culminated in the
industrys first level-one personnel Certification program for portable 3D metrology. The 2013 and 2014
studies were focused on the operator experience using 3D metrology devices.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 5

CMS Certification Handbook

SECTION 3: CMS LEVEL-ONE CERTIFICATION
CMS LEVEL-ONE CERTIFICATION
The Level-One examination is a proctored, online assessment consisting of about 200 multiple choice
questions covering foundational theory and practice common to most portable 3D Metrology devices.
Candidates for this certification must submit an application, meet eligibility requirements, sign the CMS
code of ethics, and pass a peer review. Qualifying candidates are notified and scheduled for an
examination seat. The cost for a CMS member to take the Certification exam is $400, non-member
pricing is also available. Assessment test questions will measure knowledge of metrology fundamentals
identified in five job-duty areas. But first, please review the basic requirements for the certification.
Professional Certification Requirements
In view of the wide variety of skills and disciplines studied and practiced by portable 3D metrologists, the
CMS Certification Program is based primarily on evidence of demonstrated professional capability. Within
prescribed limitations, experience may be substituted for education and vice versa, and requires a written
examination.
Basic Requirements
The basic requirements for a Level-One Certified Portable 3D Metrologist are:
1. A professional who uses portable 3D metrology technology to collect measurements and interpret
data from a variety of contact and non-contact portable 3D measurement devices. The Portable 3D
Metrologist is responsible for all phases of data collection and other mensuration requirements, which
include planning and supervising survey activities requirements and interpretation.
2. Two years of experience in portable 3D metrology, one year of which was in a position of
responsibility demonstrating professional knowledge and competence.
3. References from three people who are holding, or who have held, responsible positions in portable
3D metrology and have first-hand knowledge of the applicants professional and personal
qualifications.
4. Declaration of compliance with the Code of Ethics (reference Page 21) of the Coordinate Metrology
Society.
5. Successful completion of a written examination.
Application for CMS Level-One Certification
To apply for the CMS Level-One Certification, you must complete a PDF application and submit
Reference Forms. To learn more about the application process, please reference Page 15. For more
information or assistance, please send an email to [email protected], or call 425.802.5720.
Preparation for the Level-One Certification Examination

In preparation for the exam, candidates should review the Examination Matrix on Pages 7 and 8, which
outlines appropriate paths of study. Knowledge in each job-duty task and 2 years minimum of hands-on
experience with portable 3D measurement systems will prepare you for this examination.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 6

CMS Certification Handbook

PREPARING for the LEVEL-ONE EXAMINATION
A matrix illustrating the mix of examination questions has been prepared for applicant review.

Examination Matrix for Level-One Certification for 3D Metrology

Knowledge Areas Assessed in Certification Examination

% of Exam

1. Interpret Design Documents and Requirements

Interpret Blueprints
Interpret CAD
Interpret GD&T
Convert units of measure
Reference appropriate standards
Determine accuracy and resolution

16%

2. Measurement Device Knowledge

Evaluate environmental conditions
Evaluate size requirements / volume parameters
Evaluate required accuracy of resolution
Identify appropriate accessories (adapters, etc.)
Identify ergonomic issues
Evaluate material constraints
Evaluate time constraints
Evaluate accessibility
Demonstrate knowledge of types/applications of common metrology equipment

16%

3. Pre-measurement Planning
Determine error budget
Optimize equipment stations (including fixturing)
Determine data collection/sampling
Plan reference system
Determine order of measurement
Estimate data collection time
Determine naming conventions
Identify safety requirements
Plan coordinate systems
Plan traceability and documentation
Create a documentation plan
Develop a mitigation plan for environmental factors
Plan subject temperature compensation strategy
Maintain equipment

23%

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 7

CMS Certification Handbook

PREPARING for the LEVEL-ONE EXAMINATION (continued)
Examination Matrix for Level-1 Certification for 3D Metrology
Knowledge Areas Assessed in Certification Examination

% of Exam

4. Performing Measurement Operations

Verify calibration status
Setup equipment (including fixturing)
Install reference features
Perform in-situ equipment check
Determine and mitigate environmental influence on instrument
Measure reference features to create a coordinate system
Measure features of interest
Re-check reference features
Manage temperature influence on part (scale)
Perform device move if required
Perform quality assurance of data set
Manage measurement data
Establish traceability

25%

5. Analyzing Data and Ethics

Compare measurement data to design specifications
Evaluate GD&T
Combine and evaluate alignment of multiple data sets
Register data sets to known reference system
Optimize data
Construct geometry
Calculate uncertainty and its impact on measurement task
Describe statistical process control (SPC)

20%

HELPFUL RESOURCES
In addition to this handbook, you will find these resources helpful to prepare for the examination:
The NIST Guide for the use of the International System of Units
International Vocabulary of Metrology
Guide to the Expression of Uncertainly
American Society of Quality Certified Calibration Technician Body of Knowledge
American Society of Quality - Certified Calibration Technician Brochure

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 8

CMS Certification Handbook

PREPARATORY COURSE for CMS LEVEL-ONE CERTIFICATION
A comprehensive preparatory course has been designed by ECM Global Measurement Solutions (East
Coast Metrology) and NPL (National Physical Laboratory UK) to assist and inform students in the topics
covered within the proctored CMS Level-One Certification. The two and a half day course will review the
five key knowledge areas that are assessed by the examination. The course will be conducted by a
metrology expert in a structured classroom setting with formal presentations, a workbook, and study
materials. Through question and answer sessions, discussion of the knowledge areas will be a primary
focus of the course to ensure knowledge and understanding of each topic. The course can be taken at
ECM (see page 17 for location) or conducted on-site at the customers location.
Students have the option to take the examination on the third day of the course. If a student plans to take
the exam at the end of the course, they will need to register and begin the Level-One Certification
application process (covered on Page 15) at least 10 weeks in advance of the course. ECM has been
approved by the CMS as a certified proctor site.
Five Knowledge Areas covered in the Preparatory Course
Basic principles in interpreting engineering documents.
Effects of equipment and environment on measurement.
Factors in establishing a measurement and documentation plan
Measurement Operations
Data analysis and Ethics
Basic Course Outline
I.
II.
III.
IV.
V.

Introduction
Fundamental Measurement
Introduction to Dimensioning & GD&T
GD&T Part 2
Measurement Uncertainty Procedure (Sources,
Estimating and Calculating)
I. Process Control
II. Coordinate Measurement
III. Ownership
A detailed Course Outline can be found here.
Registration, Course Dates and Fees
To register online for the course, follow this link. For more information about course date and fees, or
custom on-site training, please call (978) 887-5781 or email [email protected].

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 9

CMS Certification Handbook

SECTION 4: CMS LEVEL-TWO CERTIFICATION
CMS LEVEL-TWO CERTIFICATION
The Level-Two Certification examination on a PCMM (portable coordinate measuring machine) is a
practical performance assessment. The candidate will use an articulating arm to collect a series of
measurements on an artifact, then analyze specific features of that artifact.
Applicants for the Level-Two Certification must submit an application, meet eligibility requirements, sign
the CMS Code of Ethics, and pass a peer review. Qualifying candidates are notified and scheduled for an
examination seat. The cost for a CMS member to take the Certification exam is $400, non-member
pricing is also available.
Professional Certification Requirements
In view of the wide variety of skills and disciplines studied and practiced by portable 3D metrologists,
the CMS Certification Program is based primarily on evidence of demonstrated professional capability.
Within prescribed limitations, experience may be substituted for education and vice versa, and requires a
practical (hands-on) examination.
Basic Requirements
The basic requirements for a Level-Two Certified Portable 3D Metrologist are:
1) Must hold a current Level-One Certification
2) Two years of hands-on practical experience and a minimum of 400 hundred hours use, with the
requisite device (PCMM, Laser Tracker etc.)
3) Two references
4) Successful completion of a practical (hands-on) examination.
Note: Level-Two Certifications expire on same date as Level-One Certifications.

Application for CMS Level-Two Certification

To apply for the CMS Level-Two Certification, you must complete a PDF Application and submit
Reference Forms. To learn more about the application process, please reference Page 15. For more
information or assistance, please send an email to [email protected], or call 425.802.5720.
Preparation for the Level-Two Certification Examination
In preparation for this hands-on practical assessment, candidates should review the Assessment Matrix
on Page 11, which outlines seven performance areas evaluated during the Level-Two Certification test.
Knowledge in each job-duty task and 2 years minimum of hands-on experience with portable 3D
measurement systems will prepare you for this examination.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 10

CMS Certification Handbook

PREPARING for the LEVEL-TWO EXAMINATION
A matrix illustrating the hands-on PCMM practical assessment has been prepared for applicant review.
Knowledge in each job-duty task and 2 years minimum of experience with portable 3D measurement
systems will prepare you for this examination.

Assessment Matrix for Level-Two Certification for 3D Metrology

Job #

Performance Assessment

Job 1

Set up, Compensate Probe and Perform Field Checks on an Articulating

Arm including Basic Operator Repeatability Test

9%

Job 2

Measure Dimensions and Angle with Print

24%

Job 3

Measure Feature Form (including Flatness, Roundness) with Print

14%

Job 4

Measure Orientation (Parallelism, Perpendicularity) with Print with GD&T

18%

Job 5

Relocation

14%

Job 6

Measure Position Features (6 Hole Pattern) using a Print including

Alignment and Analysis in CAD, including Probe Change with Sheet Metal
(Thin Section) Trim.

7%

Job 7

Measure Profile (CAD)

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

% of Exam

PAGE 11

CMS Certification Handbook

SECTION 5: CMS RECERTIFICATION
RECERTIFICATION REQUIREMENTS
Any professional who has been certified by the CMS is certified for life unless there is cause to remove
the certification for malpractice or violation of the CMS Code of Ethics. The Coordinate Metrology
Society has a Recertification Program to assure that a certified person has maintained or improved on
those skills and knowledge that allowed for certification. The Society will maintain an Active Certification
List that requires recertification every five years. Certified persons will appear on the Active Certified list
for as long as their certification is in force.

Recertification applicants are required to fill out the Recertification application (not yet available) to show
the type of activity that they have practiced and their professional involvement in portable 3D metrology.
Inactive/Retired Certified Professionals
Certified Professionals who do not become recertified are automatically placed in either an Inactive or
Retired status. Individuals in either category are not permitted to use their seal to sign plans or otherwise
indicate in any way that they are active Certified Professionals. An online searchable list of all active
Certified Professionals in each category is maintained.
Individuals whose Certified status is inactive or retired for a period longer than one (1) year following
Active status may apply for recertification provided that, in addition to the standard recertification criteria
(outlined above), they take and pass the examination in their respective certification area.

RECERTIFICATION GUIDELINES
Recertification is based upon a Continued Professional Development Qualification rating system of
Professional Development Hours (PDH) of credit. Recertification applicants are required to fill out the
Recertification Application to show the type and duration of activity that they have practiced and their
professional involvement in portable 3D metrology. They must also have three References who have
knowledge of the applicants professional and personal involvement in the last five (5) years.
Each applicant must have completed and documented 75 Professional Development Hours (PDH) or
PDH Credits based on the following criteria which will be evaluated by the Certification Committee.
NOTE: you may also choose to recertify by exam every five years in lieu of recertifying by PDH hours.
A table outlining the evaluation activity and criteria can be found on the following page.
Level Two Device-Specific Recertification
The following activity will be used as criteria for recertification in the Level-Two device-specific certifications.
1000 hours of use of Requisite device (PCMM, Laser Tracker, etc) over the past 5 years.
NOTE: Number of hours required will be pro-rated by-month for the first 5-year certification cycle.
For example: A Level-One Certification is obtained on July 1, 2014. A Level-Two Certification is obtained
on July 1, 2015. Therefore, only 816 hours of documented device use is needed to recertify on July 1,
2019.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 12

CMS Certification Handbook

RECERTIFICATION GUIDELINES* (continued)
The following are the maximum allowable CMS PDH Credits for those activities that may be used for
recertification (total PDH credits allowed during the past 5 years). The application must be specific with
clear documentation stating the activity and date(s), so the Evaluation Committee can properly evaluate
applicant's activities. The application and the references are the only criteria needed for recertification.
(Applicant may be asked by the Committee to submit additional information or phone interview).
Description of Activities that may be used for Recertification
1) Active member of an industry committee (5 PDH Credits per year)

Credits
20

(2) Holding office on industry committee (e.g. elected or appointed CMS Executive Committee member
appointed CMS subcommittee chair, appointed chair of vice-chair on other industry committees)
(5 PDH Credits per year)

25

(3) CMS Executive Committee Chair or other elected chair or vice chair on other industry committees
(10 PDH Credits per year term)

50

(4) Session Moderator at Technical Conference (1 PDH Credit each)

(5) Author or co-author of a conference technical presentation, poster session, paper or panel session
(5 PDH Credits each)

25

(6) Adjunct teaching a formal class in an academic setting [when not applicants primary occupation]
(2 PDH credits per course)

10

(7) Workshop Instructor (2 PDH credits per course for a maximum of 4 credits per year)

12

(8) Examination Committee Contributor (2 PDH credits per instance for a maximum of 5 per year)

10

(9) CMS/ASPRS Certification exam proctor/panel (2 PDH credits per instance for a maximum of 4 per year)

(10) Community/Career extra curricular, i.e., Pro Bono involvement (3D metrology), e.g., Public Agency
(3D metrology) Advisory Board, Citizens Advisory Group, (5 PDH credits per activity)

10

(11) Author/editor of published 3D metrology-related book (15 PDH Credits per book)

20

(12) Author (not prime) of one or more chapters of a published 3D metrology-related book (5 PDH Credits)

20

(13) Author/Co-author of a peer-reviewed, published paper (5 PDH credits per paper)

20

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 13

CMS Certification Handbook

RECERTIFICATION GUIDELINES* (continued)

Evaluation Activity for

Recertification

Criteria

Maximum Number of
PDH Allowed
Within Last 5 Years

Documentation
Requirement

Required Minimum
Continuing Experience:
Applicant has been active
in providing services within
their certified discipline, or
has been in the academic
arena involved directly with
those subjects.

3 years of the past 5 years

actively providing services

50 PDH Credits

Document Position(s)
Description(s) and dates

Applicant has contributed

and participated in
activities of service to the
profession and community
(see list below)

See items 1 10 listed

below for PDH Credits

50 PDH Credits

Document Titles with

Referencing

Published Papers and/or

professional manuals (see
list below)

See items 11-13 listed

below for PDH credits

20 PDH Credits

Document time spent, titles

with full referencing

1 PDH per hour attended

(0.1 CEU = 1 PDH)

50 PDH
(5 CEU)

Document Course, Titles,

and Date

1 PDH per hour of

technical session
attendance

40 PDH

Document Meeting Titles

Applicant has attended

workshops/classes or
(webinars) in directly
related subjects

Applicant has attended

technical conferences and
other professional
meetings sponsored by
CMS, ASPRS, ISPRS,
SPIE, and other
appropriate professional
organizations.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 14

CMS Certification Handbook

SECTION 6: APPLICATION FOR CERTIFICATION
HOW TO APPLY FOR CERTIFICATION
Getting certified by the CMS is a straightforward process. Whether you are applying for certification or
recertification, please follow this procedure:
Step 1: Job Experience - Determine the number of years of actual job experience you have attained in
functions that are classified as being at the professional level.
Step 2: Basic Requirements Please read the sections (Pages 6 and 16) on Basic Requirements and
Educational Credit, and ascertain if your actual work experience with or without educational credit meets
the conditions listed under Basic Requirements.
Step 3: Application and Reference Forms
A. If you are applying for the Level-One Certification, please download the PDF Application and
Reference Forms. Save the files to your desktop and use Adobe Reader to complete the forms.
B. If you are applying for the Level-Two Certification, please download the PDF Application and
Reference Forms. Save the files to your desktop and use Adobe Reader to complete the forms.
C. If you are applying for Recertification, please read carefully the Recertification Criteria section on
Page 12 and complete the PDF Application for Recertification and Reference Forms.
NOTE: When describing experience, applicants are advised to present comprehensive work history. The
CMS Evaluation Committee evaluates the application data and does not assume data not presented.
If you have any questions, please call (301) 493-0290, ext 101, or fax your request to (301) 493-0208.
Step 4: References Please provide names and addresses of at least four persons to whom you have
sent a copy of the Confidential Reference Form. To start the process, fill out the form with the persons
name and complete address on the top left side of the form and forward to the respective references. Ask
your references to supply, from their own personal knowledge, facts with reference to your character and
information concerning your professional qualifications. Please request that they mail the completed
reference form, with their name, address, and accompanying letters to:
Coordinate Metrology Society Certification Program
5410 Grosvenor Lane, Suite 210
Bethesda, MD 20814-2160
Step 5: Finalize the Application Process - Return your completed application form to the CMS/ASPRS
Certification Program, along with the application fee as indicated on Page 16. Make checks payable to
the American Society for Photogrammetry and Remote Sensing and mail to:
CMS/ASPRS Certification Program
5410 Grosvenor Lane, Suite 210
Bethesda, MD 20814-2160

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 15

CMS Certification Handbook

HOW TO APPLY FOR CERTIFICATION (continued)
Step 7: Additional Information Applicants should be prepared to furnish additional background
information if requested by the CMS Evaluation Committee.
Step 8: Written Examination - Upon notification of approval by the CMS Evaluation Committee, the
applicant must take a written examination within twelve months of application approval.

APPLICATION FEES
CMS Certification Application Fees
Type of
Application

Current CMS
Members

Includes annual
membership

Without annual
membership

$400.00 (US)

$435.00 (US)

$500.00 (US)

Level 2 Certification

$400.00 (US)

$435.00 (US)

$500.00 (US)

Recertification

$200.00 (US)

$200.00 (US)

$250.00 (US)

Level 1 Certification

(NOTE: The fees charged defray administrative costs of the Certification Program.
Fees are not refundable in the event of non-certification, and are subject to change by
CMS/ASPRS.)

EDUCATIONAL CREDITS
In view of the wide variety of skills and disciplines studied and practiced by portable 3D metrologists, the
CMS/ASPRS Certification Program is based primarily on evidence of demonstrated professional
capability. Within prescribed limitations it does permit experience to be substituted for education and vice
versa and requires a written examination.
When computing the number of years of experience under basic requirements, credit may be taken, in
lieu of actual job experience, for degrees in engineering, or in the natural or physical sciences, on the
following basis:

Type of Degree

Years of Credit

Bachelors

1/2

Master's

1/2

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

PAGE 16

CMS Certification Handbook

LEVEL-ONE CERTIFICATION EXAMINATION SITES
The CMS Level-One Certification examination is held each year at the annual Coordinate Metrology
Systems Conference. The proctored assessment can also be scheduled throughout the year at one of the
authorized CMS Assessment Facilities in various locations in the United States and Canada. Once your
application has been processed and approved, please contact the facility (listed below) nearest your
location. An additional fee will be collected as specified: below:

Applicant(s)

Cost per Person in addition to Application Fee

Individual (1 person)

500.00 per person

Group (3-4 people)

$375.00 per person

Group (5-6 people)

$300.00 per person

On-Site Assessment (up to 12 people)

$1500.00 + travel expenses per day for two 6 person sessions

Authorized CMS Assessment Facilities

API Services
Contact: Ron Hicks, President
709 Middle Ground Blvd., Suite B-105, Newport News, VA 23606
T. 877.687.9544 | F. 877.946.5776
E. [email protected]

BuildIT Software & Solutions Ltd.

Contact: John Chan, Application Engineer, Metrology Specialist
4999 Ste-Catherine W., Suite 308, Montreal, QC, H3Z 1T3, Canada
T. 514-369-4055 ext. 245 | Toll-free 888.687-2348 | F. 514.369.2348
E. [email protected]
ECM - Global Measurement Solutions (East Coast Metrology)
Contact: Gary Confalone, President
428-A Boston Street, Topsfield, MA 01983
T: 978-887-5781 x116 | C: 978-621-0846 | F: 978-887-5782
E: [email protected]
FARO Technologies
Contact: Michelle Edwards, Applications Engineering Manager
250 Technology Park, Lake Mary, FL 32746
T. 800.736.0234x1004 | C. 386.846.9997 | F. 407.562.5246
E. [email protected]
Planet Tool & Engineering
Contact: Ron Rode, Manager of CMM Services
315 S. Cool Springs Rd O 'Fallon, MO. 63366
T. 636.379.9800 | F. 636.379.9400
E. [email protected]

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

SECTION 7: CERTIFICATION CREDENTIALS AND OTHER BENEFITS
AWARD OF CERTIFICATION and RECERTIFICATION
Successful applicants for certification will be awarded an official certificate. Those certified by the
Coordinate Metrology Society may display the certificate and use one (or more as appropriate) of the
following designations on business stationary and cards: Certified Portable 3D Metrologist (CMS).
Successful applicants for recertification will continue to be listed on the Active Certified Roll and will be
awarded a certificate to show that the applicant has maintained skills in the technology.

Searchable Online Database of Certified Metrologists

A database of all active certified metrologists is available online at the CMS website, and is searchable by
name, location or certification type.

Certification Logo Guidelines

CMS Certified Metrologists in good standing may use the "CMS Certified" logo on their business cards.
Use of the CMS Certified logo on a website requires authorization from the CMS. To receive
authorization, you must email [email protected], and provide: 1) the URL (Web address) of the site
where the logo will appear, and 2) the name and ID number of at least one CMS certified metrologist
employed by your company. All organizations who receive the "CMS Certified" logo must agree not to
redistribute the logo to other individuals or entities for any reason.
The "CMS Certified" logo must be displayed in conjunction with a disclosure statement indicating the
number or percentage of the organizations certified practicing portable metrologists. In the event that the
organization has no certified personnel, the organization must immediately notify CMS of the change of
status, and cease usage of the logo as reasonably possible.
The CMS reserves the right to revoke the display of a CMS Certified logo
from a website for whatever reasons CMS may deem necessary. These
include, but are not limited to: misrepresentation, fraud, significant alteration
of the logo, failure to adhere to the CMS Code of Conduct, actions reflecting
disrepute upon the CMS or its members, and the combination of the logo
with any other corporate or organizational logo or text to infer a partnership,
strategic alliance, or other business affiliation.

Seals and Stamps

An embossing seal and rubber stamp containing the certified metrologists name and certification number
may be ordered from the CMS. The cost is $25.00 per embossing seal or rubber stamp. Certification and
recertification are for individuals only. The designation of "Certified" may not be used to indicate a
business firm or agency is certified as an entity. The use of a seal or stamp is not authorized for
individuals holding the Certification status of Provisional or by those whose status has become
Inactive or Retired. Note: CMS certification seals and stamps can only be authorized by CMS/ASPRS
and manufactured by approved vendors. Unauthorized seal or stamp production is a violation of copyright
law and the Code of Ethics.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

SECTION 8: MISCELLANEOUS
CMS CERTIFICATION PARTNERSHIP WITH ASPRS
The Coordinate Metrology Society (CMS) has established a relationship with the American Society of
Photogrammetry and Remote Sensing (ASPRS) for the purpose of administering professional certification
in Portable 3D Metrology. The ASPRS Articles of Incorporation state that it will exert its influence towards
the betterment of standards and ethics. On October 29, 2012, the ASPRS Board of Directors approved
the addition of administering a certification program to support the CMSs portable metrology community
to the ASPRS Certification Program activities.
General Information
There is a distinction between certification and licensure. Simply stated, CMS/ASPRS certification is
official recognition by ones colleagues and peers that an individual has demonstrated professional
integrity and competence in their field. As such, the CMS/ASPRS voluntary certification program is
considered "specialty certification." It is not a substitute for licensure as, for example, a Land Surveyor.
Licensure is a legal act on the part of states to protect the public health, safety and welfare. It is a
procedure by which various state and local governments require the licensing of certain professions,
practices, trades, etc. under formal statutes and ordinances to protect the well-being of its citizens.
Licensure may be required by your local state, county, etc. whether or not you secure certification.
The CMS Certification program, as approved, is entirely voluntary. In accordance with the CMS Code of
Ethics on Page 21, persons certified should decline to undertake any work within, or related to the fields
of metrology that is outside their range of competence.
Purpose and Objectives
A growing number of scientific and technical disciplines depend on portable 3D metrology for reliable
measurements and information. It is in the interest of those who provide portable 3D metrology services,
as well as the user of these services, that such information and data be accurate and dependable. The
CMS/ASPRS Certification Program has as its purpose the establishment and maintenance of high
standards of ethical conduct and professional practice among portable 3D metrologists.
The primary objectives of the programs are:
1) To identify and recognize those persons who, after careful, just appraisal by their peers, and after
passing a written examination are considered to have met the requirements established by the
Society for certification.
2) To provide a basis for weighing the validity or allegations and complaints that involve practicing
portable 3D metrologists and for taking appropriate action in connection therewith.
3) To encourage persons as yet not fully qualified to work towards certification as a goal of
professional achievement.
4) To encourage certified persons, through the recertification process, to continue their professional
achievements as rapid changes in technology occur.
The CMS/ASPRS Certification Program is voluntary and open to all qualified individuals, whether or not
they are members of the Coordinate Metrology Society or the American Society for Photogrammetry and
Remote Sensing.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

CMS CERTIFICATION PARTNERSHIP WITH ASPRS (continued)
Administrative Procedures

The structure for administering the CMS/ASPRS Certification Program consists of two major elements:
The CMS Certification Committee which reviews, then approves, or rejects all applications for
Certification or Recertification. The CMS Professional Conduct Committee, which investigates allegations
and complaints involving practicing portable 3D metrologists and recommends appropriate action to the
Executive Committee. The Societys Certification Committee monitors and develops policy guidelines for
the program.
The CMS Executive Committee and the ASPRS Board of Directors are the final authority on matters
involving certification and professional conduct.
Applications for Certification and Recertification will, upon receipt at ASPRS Headquarters, be reviewed
for completeness. When the required references have submitted Confidential Reference Forms, they are
combined with the application. Applications found to be in order are sent to the Chair of the CMS
Certification Committee. The Committee will meet as required to take action on all bona fide applications.
Applicants for certification/recertification will be notified of action by the CMS Committee as soon as
possible.
Reservations
The Coordinate Metrology Society reserves the right to change or amend the requirements for
certification and recertification, the educational credits, or the administrative fee structure for review and
evaluation if and when deemed appropriate by the Executive Committee.
The CMS further reserves the right to revoke a certification or recertification if, in the opinion of the
Executive Committee, the person concerned has violated or shown flagrant disregard for the Code of
Ethics of the Society as found on Page 21.
Since the program is entirely voluntary, the Coordinate Metrology Society assumes no responsibility for
any loss or disadvantage, real or imagined, which may be alleged to have resulted from a disapproval of
an application for certification, recertification, or revocation of the certificate once given.
By submitting their application, the applicant acknowledges that the Society will apply the internal
standards adopted by its Executive Committee in evaluating the applicant, and that it may reject any
applicant who does not meet its minimum standards for certification or recertification. In consideration of
CMS/ASPRS acceptance and processing of an application, the applicant agrees to waive any and all
claims of liability or responsibility against CMS/ASPRS and to indemnify and hold harmless
CMS/ASPRS, its directors, officers, committee members, employees, agents and representatives against
any and all such injury, damages, or claims made by or on behalf of any person, partnership, association,
or corporation. Applicant further acknowledges that CMS/ASPRS, its directors, officers, committee
members, employees, agents or representatives are not liable to the applicant, or to any other person,
partnership, association, or corporation, in any way for any injury, damages, or claims alleged to be
based upon or arising out of the approval or disapproval or the issuance, withdrawal, or termination of
any certification or recertification issued by CMS/ASPRS.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

CMS CODE OF ETHICS
Honesty, justice, and courtesy form a moral philosophy which, associated with mutual interest among
people, should be the principles on which ethics are founded. Each person who is engaged in the use,
development, and improvement of coordinate metrology should accept those principles as a set of
dynamic guides for conduct and a way of life rather than merely for passive observance. It is an inherent
obligation to apply oneself to one's profession with all diligence and in so doing to be guided by this Code
of Ethics.
Accordingly, certified members of the Coordinate Metrology Society (CMS) shall have full regard for
achieving excellence in their practice and the essentiality of maintaining the highest standards of ethical
conduct in responsibilities and work for an employer, all clients, colleagues and associates, and society at
large, and shall:
1. Be guided in all professional activities by the highest standards and be a faithful trustee or agent in all
matters for each client or employer.
2. At all times function in such a manner as will bring credibility and respect to coordinate metrology
activities.
3. Not compete unfairly with anyone who is engaged in coordinate metrology by:
a. Advertising in a self-laudatory manner;
b. Exploiting one's own or another's employment position for personal financial gain.
c. Criticizing other persons working in or having an interest in coordinate metrology in public or
private.
d. Exercising undue influence or pressure, or soliciting favors through offering monetary inducements.
4. Work to strengthen coordinate metrology applications by:
a. Improving ones personal skills and knowledge;
b. Exchanging information and experience with other persons interested in and using coordinate
metrology, with other professions, and with students and the public;
c. Providing opportunities for technical and professional development and advancement of persons
working under his or her supervision;
d. Promoting the principle of appropriate compensation for work done by persons in their employ.
5. Undertaking only such assignments in the use of coordinate metrology for which one is qualified by
education, training, and experience, and employing or advising the use of experts and specialists
when and whenever clients' or employers' interests will be best served thereby.
6. Giving appropriate credit to other persons and/or firms for their technical and professional
contributions.
7. Recognizing the proprietary, privacy, legal, and ethical interests and rights of others. This not only
refers to the adoption of these principles in the general conduct of business and professional
activities, but also as they relate specifically to the appropriate and honest application of coordinate
metrology, and related technologies.
8. Subscribers to this code shall not condone, promote, advocate, or tolerate any organization's or
individual's use of these technologies in a manner that knowingly contributes to:
a. Deception through data alteration;
b. Circumvention of the law;
c. Transgression of reasonable and legitimate expectation of privacy.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

COORDINATE METROLOGY SYSTEMS CONFERENCE
The Coordinate Metrology Systems Conference (CMSC) is the world's premier event for Measurement
Technology Professionals sponsored by the Coordinate Metrology Society. Established in 1984, the fiveday annual conference is held each year at a different location, and attracts visitors from around the globe.
CMSC is acclaimed for its large, comprehensive program of top-shelf white papers and applications
presentations given by industry experts from science/research laboratories and manufacturing industries,
such as aerospace, space hardware, antenna, automotive, shipbuilding, power generation, and general
engineering. No other trade show rivals the high level of authoritative information provided by CMSC
members and master users of portable metrology solutions for quality control, quality production, and
precision assembly.
For more 30 years, the CMSC has been supported by manufacturers of close-tolerance, industrial
coordinate measurement solutions and metrology service providers. Each year, the CMSC presents a
packed Exhibition Hall, expert white papers, workshops, networking events and more. The event also
features a popular Measurement study. In 2013, the CMS held the industrys first Level-One Certification
examinations for Portable 3D Metrology. Over the years, the CMSC has attracted attendees from all over
the world. In the past three years, nearly one third of all attendees are new to the conference.
In 2013, the CMSC technical presentations covered measurement accuracy and performance, metrology
in aerospace tooling and manufacturing, integration of laser trackers and robotics, coordinate
measurement systems, equipment optimization, 3D scanning and sensors, and other applications in
quality control, production, and precision assembly. The diverse speaker roster included four academic
institutions, six science laboratories, nine master technology users, four metrology service providers and
four original equipment manufacturers (OEMs). Special guests from NIST and ASTM updated the
audience on the progress of emerging industry standards and initiatives. The agenda included speakers
from The Boeing Company, Lockheed Martin, AIP Aerospace, Electroimpact, Nuclear AMRC/Manchester
University (UK), National Institute of Standards and Technology (NIST), UNC Charlotte, National Physical
Laboratory (NPL - UK), Fermilab, ISRO Satellite Centre (India), University of Ontario Institute of
Technology (Canada), University of Bath (UK), and other leaders in the field.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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PUBLICATIONS of the COORDINATE METROLOGY SOCIETY
Journal of the CMSC
Debuting in 2006, the Journal of the CMSC is published twice a year in the Autumn and Spring by the
Coordinate Metrology Society. Each issue devotes its pages to the finest white papers presented by
industry experts each year at the Coordinate Metrology Systems Conference. Diverse applications of
portable, three-dimensional measurement technology are represented in this well-read, prestigious
journal. The annual subscription fee for the publication is included in the membership dues of the
Society. Circulation: 6,000 +.
CMSC World eNewsletter
CMSC World is the official digital newsletter of the Coordinate Metrology Society, and is published 4
times a year. Our online publication reaches thousands of metrology professionals and executives, and
provides feature articles, videos, industry news, surveys, job placement listings, new product and
company announcements, case stories and more. Circulation: 37,000+.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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CMS Certification Handbook

CMS MEASUREMENT STUDIES (2010 2014)
After the first successful Gage R&R Study in 2010, the Coordinate Measurement Society has organized largescale, interactive studies each year in the CMSC Exhibition Hall. Garnering enthusiastic participation from
conference attendees, the CMS publishes the results of this effort to its membership. Each report is peerreviewed by the organizations Executive and Certification Committees. The objective of the 2013 and 2014
measurement studies was to engage the metrology community in practical methodology required to support
certified operators and programmers.
The 2012 measurement study was developed to support the organizations Certification Cognitive
Examination development process, which culminated in the industrys first level-one personnel Certification
program for portable 3D metrology. The studys main focus was to test the methodology of practical testing
rather than the evaluation of the measurement results. The 83-page report entitled The Importance of
Practical Testing details the results and analysis of the interactive measurement study. Over a two day
period, more than 90 CMSC conference attendees participated in data collection activity that provided a
hands-on challenge, regardless of experience with large volume measurement systems. The study was
coordinated by the National Physical Laboratory (UK) and Metrologic Group, assisted by members of the CMS
Certification Committee, Coventry University, and volunteers from many OEMs and software developers in the
metrology industry.
The 2011 measurement study resulted in a 30-page report entitled How Behaviors Impact Your
Measurement, which focused on measurement strategies and behaviors of coordinate metrologists. More
than 100 conference attendees participated in the data collection activity coordinated by the National Physical
Laboratory (UK) assisted by members of the CMSC Certification Committee. The criteria of the studys
measurement tasks enabled the authors to examine various training and assessment techniques, such as the
evaluation of the participants prior learning and experience level, questioning methods, practical task
monitoring and demonstration. Nearly 95% of conference attendees participated in the measurement study
conducted in 2011. A workshop was held on the third day of the conference to review the results and to
ascertain information about future measurement studies for CMSC.

Coordinate Metrology Society

2537 Elk Hollow Lane | Weatherford, TX 76085 | (425) 802-5720 | www.CMSC.org

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