Attachment H6 Section 018200 DEMONSTRATION and TRAINING.pdf

SECTION 01 82 00 - DEMONSTRATION AND TRAINING

PART 1 GENERAL

1.1 SUMMARY

A. This Section includes administrative and procedural requirements for instructing Government operation and maintenance (O&M) personnel, including the following:

1. Training to Government employees and its contracted O&M personnel must comply with the Federal Buildings Personnel Training Act (FBPTA) P.L.111-308.

2. Demonstration of operation, maintenance, and repair including preventive maintenance of systems, subsystems, and equipment.

3. Training in operation, maintenance, and repair including preventive maintenance of systems, subsystems, and equipment.

4. Demonstration and training video recordings.

B. Related Requirements:

1. Refer to GSA FY23 01 77 00 CLOSEOUT PROCEDURES for preparation of Construction Operations Building information exchange (COBie) formatted closeout documentation including [transcripts and] digital video recordings of demonstration and training.

http://www.buildingsmartalliance.org/index.php/projects/activeprojects/25

2. Divisions 02 through 49 Sections for specific requirements for demonstration and training for products in those Sections.

1.2 SUBMITTALS

A. Instruction Program: (Prior to training submit draft training materials for GSA review.) Submit outline of instructional program for demonstration and training, including a schedule of proposed dates, times, length of instruction time, instructors' names and credentials for each training module, and learning objective and outline for each training module.

1. At completion of training, submit complete training manuals for Government use.

2. Indicate proposed training modules demonstration and training video of on site training recordings for systems, equipment. In addition also include manufacturer-produced training videos on digital video discs (DVDs) or USB [Flash] Drives.

3. Video quality requirements to be specified by the contracting officer.

4. Acceptable content and technologies.

B. Qualification Data: Contractor shall submit for approval facilitator and instructor qualifications that meet requirements identified in paragraph 1.3 Quality Control section below.

C. Attendance Record: For each training module, submit list of participants and length of instruction time.

https://docs.google.com/document/d/18SxnzcXRpHEQT_7IdN1e5voH_5XJ9xCrbXw7z8eeyqQ/edit

U.S. Department of Health and Human Services (HHS) 90 7th Street, San Francisco, CA Solicitation 47PK0124R0010

D. Evaluations: For each participant and for each training module, submit results and documentation of a performance-based test.

E. Demonstration and Training on flash drive, CD (compact disc), or DVD (digital video disc) properly labeled with name of training and subject matter. Submit one (1) copy with transmittal at the end of each training module to the GSA Building Manager.

1.3 QUALITY CONTROL

A. Facilitator Qualifications: A firm or individual experienced in training or educating O&M personnel in a training program similar in content and extent to that required for this Project, and whose work has resulted in training or education with a record of successful learning performance.

B. Instructor Qualifications: A factory-authorized service representative, experienced in operational maintenance and repair procedures and training.

C. Pre-instruction Conference: The Contractor, facilitator and instructors shall conduct a conference at the Project site to review methods and procedures related to demonstration and training including, but not limited to, the following:

1. Inspect and discuss locations and other facilities required for instruction.

2. Review and finalize instruction schedule and verify availability of educational materials, instructors' personnel, audiovisual equipment, and other facilities.

3. Review required content of instruction.

1.4 COORDINATION

A. Coordinate instruction schedule with Government operations. Adjust schedule as required to minimize disrupting Government operations.

B. Coordinate instructors, including providing notification of dates, times, length of instruction time, and course content.

C. Coordinate content of training modules with content of approved emergency, operation, and maintenance manuals. Do not submit instruction programs until operation and maintenance data has been reviewed and approved by the Government.

PART 2 PRODUCTS

2.1 INSTRUCTION PROGRAM

A. Program Structure: Develop an instruction program that includes individual training modules for each building and related systems and for equipment not part of a system, as required by individual Specification Sections, and as follows:

B. Reference Material: Conduct training using final operation and maintenance data submittals. [Conduct training to include demonstration of operation and maintenance data within the COBie system.]

C. Training Modules: Develop a learning objective and teaching outline for each module. Include a

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Solicitation 47PK0124R0010 description of specific skills and knowledge that the participant is expected to master. For each module, include instruction for the following:

1. Basis of System Design, Operational Requirements, and Criteria: Include the following:

a. System, subsystem, and equipment descriptions.

b. Performance and design criteria if Contractor is delegated design responsibility.

c. Operating and repair standards.

d. Troubleshooting schematic

e. Regulatory requirements.

f. Equipment function.

g. Operating characteristics.

h. Limiting conditions.

i. Performance curves.

2. Documentation: Review the following items in detail:

a. Emergency manuals.

b. Operations manuals.

c. Maintenance manuals.

d. Repair manuals

e. Project Record Documents. Advise the government if they are not complete.

f. Identification systems.

g. Warranties and bonds.

h. Maintenance service agreements and similar continuing commitments.

3. Emergencies: Include the following, as applicable:

a. Instructions on the meaning of warnings, trouble indications, and error messages.

b. Instructions on stopping.

c. Shutdown instructions for each type of emergency.

d. Operating instructions for conditions outside of normal operating limits.

e. Sequences for electric or electronic systems.

f. Special operating instructions and procedures.

4. Operations: Include the following, as applicable:

a. Startup procedures.

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Solicitation 47PK0124R0010

b. Equipment or system break-in procedures.

c. Routine and normal operating instructions.

d. Regulation and control procedures.

e. Control sequences.

f. Safety procedures.

g. Instructions on stopping.

h. Normal shutdown instructions.

i. Operating procedures for emergencies.

j. Operating procedures for system, subsystem, or equipment failure.

k. Seasonal and weekend operating instructions.

l. Required sequences for electric or electronic systems.

m. Special operating instructions and procedures.

5. Adjustments: Included but not limited to are the following:

a. Alignments.

b. Checking adjustments.

c. Noise and vibration adjustments.

d. Economy and efficiency adjustments.

6. Troubleshooting: Include the following:

a. Diagnostic instructions.

b. Test and inspection procedures.

7. Maintenance: Include the following:

a. Inspection procedures.

b. Types of cleaning agents to be used and methods of cleaning.

c. List of cleaning agents and methods of cleaning detrimental to the product.

d. Procedures for routine cleaning

e. Procedures for preventive maintenance.

f. Procedures for predictive maintenance.

g. Procedures for routine maintenance.

h. Instruction on use of special tools.

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Solicitation 47PK0124R0010

8. Repairs: Include the following:

a. Diagnosis instructions.

b. Repair instructions.

c. Disassembly; component removal, repair, and replacement; and reassembly instructions.

d. Instructions for identifying parts and components.

e. Review of spare parts needed for operation and maintenance.

PART 3 EXECUTION

3.1 PREPARATION

A. Assemble educational materials necessary for instruction, including documentation and training.

Assemble training modules into a combined training manual.

B. Set up instructional equipment at the instruction location.

3.2 INSTRUCTION

A. Engage the facilitator to prepare instruction programs and training modules, to coordinate instructors, and to coordinate between Contractor and the Government for number of participants, instruction times, and location.

B. Engage the instructors to instruct Government personnel to adjust, operate, and maintain systems, subsystems, and equipment not part of a system.

1. The Government will furnish Contractor with names and positions of participants.

C. Scheduling: Provide instruction at mutually agreed on times. For equipment that requires seasonal operation, provide similar instruction at the start of each season.

1. Schedule training with the Government with at least 7 days' advance notice.

2. Coordinate with any subject matter experts that the Government may provide.

D. Evaluation: At conclusion of each training module, assess and document each participant's mastery of the module by use of an oral, written or demonstration performance-based test. Provide results to the Government.

E. Demonstration and Training video or other electronic media: Using a videographer, record each training module separately. Include classroom instructions and demonstrations, board diagrams, and other visual aids, but not student practice.

1. Record on high quality electronic media.

2. At the beginning of each training module, record each chart containing the learning objective and lesson outline.

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Solicitation 47PK0124R0010

3. Cleanup: Collect and remove used and leftover educational materials. Remove instructional equipment. Restore systems and equipment to condition existing before initial training use.

3.3 DEMONSTRATION AND TRAINING VIDEO RECORDINGS

A. General: Engage a videographer to record demonstration and training video recordings. Record each training module separately. Include classroom instructions and demonstrations, board diagrams, and other visual aids, but not student practice.

1. At the beginning of each training module, record each chart containing the learning objective and lesson outline.

B. Video: Contractor will coordinate with Building Management for file type on electronic media.

1. Electronic Media: Compact disc or DVD read-only format acceptable to GSA, with commercial-grade graphic label.

2. File Hierarchy: Organize folder structure and file locations according to Project Manual table of contents. Provide a complete screen-based menu.

3. File Names: Utilize file names based upon name of equipment generally described in video segment, as identified in Project specifications.

4. Contractor and Installer Contact File: Using appropriate software, create a file for inclusion on the "Equipment Demonstration and Training" DVD that describes the following for each Contractor involved on the Project, arranged according to Project table of contents:

a. Name of Contractor/Installer.

b. Business Address.

c. Business Phone Number.

d. Point of Contact.

e. Email Address.

C. Recording: Mount camera on tripod before starting recording, unless otherwise necessary to adequately cover area of demonstration and training. Display continuous running time.

1. Film training session(s) in segments not to exceed 15 minutes.

a. Produce segments to present a single significant piece of equipment per segment.

b. Organize segments with multiple pieces of equipment to follow the order of the Project Manual table of contents.

c. When a training session on a particular piece of equipment exceeds 15 minutes, stop filming and pause the training session. Begin training session again upon commencement of new filming segment.

D. Light Levels: Verify equipment markings are clearly visible prior to recording. Furnish additional portable lighting as required.

E. Narration: Describe scenes on video recording by audio narration by microphone while dubbing audio

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Solicitation 47PK0124R0010 narration off-site after video recording. Include description of items being viewed.

F. Transcript: Provide a transcript of the narration. Display images and running time captured from videotape opposite the corresponding narration segment.

G. Pre-Produced Video Recordings: Provide video recordings used as a component of training modules in the same format as recordings of live training.

END OF SECTION 01 82 00

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