Attachment B4 - Spec Section 01 79 23 - Instruction of Operation and Maintenance Personnel.PDF

PROJECT NUMBER (GLWA NUMBER) PROJECT NAME

DATE (MONTH YEAR) PROJECT LOCATION

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DOCUMENT NUMBER 01 79 23 4/22/2022

DELETE THIS AND SUBSEQUENT NTS WHEN FINISHED.

SECTION 01 79 23

INSTRUCTION OF OPERATION AND MAINTENANCE PERSONNEL

NTS: INSTRUCTION BY SUPPLIERS IS NORMALLY REQUIRED FOR ALL COMPLEX, MECHANICAL AND

ELECTRICAL EQUIPMENT FURNISHED UNDER THE CONSTRUCTION CONTRACT. INDICATE DETAILED

REQUIREMENTS ON SUCH INSTRUCTION IN THE INDIVIDUAL SPECIFICATIONS SECTIONS AS REQUIRED AND

COORDINATE WITH THIS SECTION. DO NOT INCLUDE THIS SECTION 01 79 23 WHEN TRAINING OF

OPERATIONS AND MAINTENANCE PERSONNEL IS NOT REQUIRED.

PART 1 - GENERAL

1.1 SUMMARY

A. Scope:

1. Contractor shall furnish services of supplier’s operation and maintenance training specialists to instruct Owner’s personnel in recommended operating and maintenance procedures for materials and equipment furnished, in accordance with the Contract Documents.

a. Supplier shall provide a combination of classroom and field training at the site, unless otherwise required elsewhere in the Contract Documents.

2. Contractor shall provide video equipment and a fully qualified person to set up and operate the equipment for recording the training sessions for Owner’s later use in instructing Owner’s personnel.

NTS: KEEP SUBPARAGRAPH 3., BELOW, WHEN ONLINE LEARNING MODULES ARE REQUIRED FOR

THE PROJECT, OTHERWISE, DELETE. INSERT AT (--1--) SPECIFICATIONS SECTION NUMBER, INSERT

AT (--2--) NAME OF EQUIPMENT OR SYSTEM REQUIRING LEARNING MODULES. ADD ROWS AS

NECESSARY.

3. Contractor shall engage an online learning modules provider to develop customized online learning modules for the following equipment and systems:

a. (--1--), (--2--).

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NTS: KEEP SUBPARAGRAPH 4., BELOW, WHEN ONE OR MORE OF THE ONLINE LEARNING MODULES

LISTED UNDER SUBPARAGRAPH 3., ABOVE, REQUIRE HMI SIMULATION TRAINING, OTHERWISE,

DELETE. INSERT AT (--1--) SPECIFICATIONS SECTION NUMBER, INSERT AT (--2--) NAME OF

EQUIPMENT OR SYSTEM REQUIRING HMI SIMULATION LEARNING MODULES. ADD ROWS AS

NECESSARY.

4. HMI simulation training modules shall be furnished to simulate the use of the HMI to run basic functions of the following specified systems:

a. (--1--), (--2--).

NTS: KEEP PARAGRAPH B., BELOW, WHEN ONLINE LEARNING MODULES ARE REQUIRED FOR THE

PROJECT, OTHERWISE, DELETE.

B. Coordination:

1. The Contractor shall coordinate with his equipment manufacturers to provide all relevant information necessary for the online learning provider to train a new operator on mandatory procedures.

2. Equipment manufacturers shall coordinate and cooperate with online learning provider to develop modules, including preparing quizzes and tests, for their equipment.

a. Shop drawings, operations and maintenance data, and training materials submitted to Owner or Project Construction Management Lead, will be shared with the online learning modules provider for equipment items noted in

Subparagraph 1.01 A.3., above.

1) Manufacturer’s to provide additional information it has, and answer all questions the online learning modules provider may have that will assist them in developing modules that will allow the Owner’s personnel to properly operate and maintain the equipment.

b. Online learning provider personnel involved in the writing of the courseware shall attend training sessions provided by the equipment manufacturers in order to document any additional information stated but not captured in the information provided, as well as to note any discrepancies or contradictions with the materials.

1) Comments and notes shall be provided by the online learning modules provider.

c. The Contractor’s equipment manufacturers shall review the preliminary online learning modules created for the equipment they are supplying and supply comments and corrections for online learning modules provider’s incorporation into the module(s).

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NTS: MODIFY NUMBER OF DAYS IN SUBPARAGRAPH 3., BELOW TO SUIT PROJECT.

3. The online learning provider shall work with the Contractor and staff at the installation, onsite for a minimum of 10 working days. During these visits the

Contractor’s photographer shall capture digital images and video of the equipment supplied for the project and online learning modules being developed. The online modules provider will modify the relevant images and video, and then insert them into the modules.

a. During one of the trips the online learning modules provider shall review some of the courseware with an operations supervisor and a maintenance supervisor to demonstrate the review process to be conducted in house by the Owner.

b. If HMI simulation training modules shall be furnished, the system integrator shall provide a walkthrough of all SCADA screens and their functionality for the online training modules provider to record. The system integrator shall also provide a complete set of clean, electronic screenshots for online learning modules provider’s use in the development of the training modules.

c. The contractor will engage with the online training supplier and provide the initial and final operation and maintenance manuals to the provider when they are available. The contractor is also responsible to notify online provider of scheduled manufacture start-up training schedules.

NTS: EDIT PARAGRAPH B., BELOW, WHEN ONE OR MORE OF THE REFERENCED SPECIFICATIONS

SECTIONS ARE NOT INCLUDED IN THE PROJECT MANUAL. INSERT AT (--1--), ADDITIONAL SECTIONS

REFERENCED IN THIS SECTION, ADD ADDITIONAL ROWS IF NEEDED, OTHERWISE, DELETE.

C. Related Sections:

1. Section 01 78 23, Operation and Maintenance Data.

2. (--1--).

D. Scheduling of Training Sessions:

1. Contractor shall coordinate training services with start-up and initial operation of materials and equipment on days and times, and in manner, acceptable to Owner, in accordance with the Contract Documents.

a. Factory training programs, if required, shall be completed at least 30 days prior to startup of the GLWA’s system and shall use products similar to the GLWA’s products relating to the Project.

b. The field training programs shall be completed no sooner than 15 days before functional testing begins or beneficial occupancy/use by the Owner. If after training is completed, and before the project is completed, the systems trained on come out of service for a period of 60 days or longer, the Contractor shall be

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responsible for providing additional training to the Owner upon the systems restarting.

1) Beneficial occupancy/use of equipment or a facility is typically defined by

Substantial Completion documentation being completed for the Project or if the Contract Documents allow, for a specific piece of equipment, or groups of equipment where there may be multiple Substantial Completion dates in a contract. If none are defined, there is only one Substantial Completion date.

2. It may be necessary to conduct interim training sessions to account for temporary flow routing, valving, and product installation because of construction sequencing and staged completion schedule.

3. As specified in the Specification Divisions 2 through 48, the Contractor shall provide the specific training in the operation and maintenance of the specified products. Each

Specification Division 2 through 48 where O&M training of the Owner’s personnel/staff is specified, the Contractor shall provide the indicated training for the number of trips, days and/or hours specified for each trip.

a. When more than one trip is specified, the Contractor shall schedule and coordinate subsequent trips with the Owner and Project Construction

Management Lead.

b. For each day that is specified, the Contractor shall provide daily training in three sessions, one for each of the GLWA’s four shifts. The Contractor shall plan his first and third training sessions of each day to start at approximately 9:00 AM, the second and fourth training sessions at 5:00 PM, or as otherwise approved by the Owner.

c. Each training course (Operation of Process Products, Maintenance of Process

Products, and Operations and Maintenance of Instrumentation) will be presented 3 times, unless otherwise specified in the Contract Documents, to ensure that Owner’s personnel in a particular area have been trained. Training will be conducted between 6:00 AM and 10:00 PM on Monday through Fridays.

The Owner will provide the Contractor with available training dates as well as start and end times for each of the training groups prior to the start of training

(provided that training instructors and materials have been approved). Actual days and times for training shall be coordinated with the Owner and Project

Construction Management Lead

4. The training programs shall include a field tour of the facilities where products for the

Project were installed to familiarize the students with the location of the products and product components being discussed in the training course.

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NTS: EDIT PARAGRAPH 5., BELOW, AS REQUIRED, DEPENDING ON NUMBER OF TRAINEES EXPECTED TO

ATTEND EACH SESSION.

5. The hands-on training shall be conducted with a maximum of five (5) students per instructor; however, the Contractor shall be capable of providing on-site training including necessary training materials to as many as 30 people per training session.

6. Prerequisites to Training:

a. Prepare instructors and training materials and student training materials required for complete factory-, field-, classroom- and hands-on training. These materials are required in addition to those specified in Section 01 78 23, Operation and Maintenance Data.

7. Training Schedule Submittal:

a. Training Schedule Required: Contractor shall prepare and submit proposed training schedule for review and acceptance by Project Construction

Management Lead and Owner. Proposed training schedule shall show and indicate all training required in the Contract Documents, and shall demonstrate compliance with specified training requirements relative to number of hours of training for various elements of the Work, number of training sessions, and scheduling.

b. Timing of Training Schedule Submittal: Submit initial training schedule not less than 60 days before scheduled start of first training session. Submit final training schedule, incorporating revisions in accordance with Owner’s and Project

Construction Management Lead’s comments, not later than 30 days prior to starting the first training session.

c. Owner reserves the right to modify personnel availability for training in accordance with process or emergency needs at the facility.

8. Before training can begin, the Contractor shall have obtained substantial completion for the systems being started up and trained on. All asset labels, pipe labels, and other items necessary to complete asset installation shall be in place before training of Owners staff is to begin.

1.2 QUALITY ASSURANCE

A. Qualifications:

1. Supplier’s Instructors:

a. Shall be factory-trained by manufacturer of material or equipment.

b. Instructors shall be proficient and experienced in performing training of the type required.

c. Instructors shall be proficient in spoken and written English language.

d. Qualifications of instructors are subject to acceptance by Project Construction

Management Lead. If Project Construction Management Lead does not accept

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qualifications of proposed instructor, furnish services of replacement instructor with acceptable qualifications.

NTS: KEEP SUBPARAGRAPH 2., BELOW, WHEN ONLINE TRAINING MODULES ARE REQUIRED FOR

THE PROJECT, OTHERWISE, DELETE.

2. Online Learning Modules Provider:

a. The online learning modules provider shall have provided the platform to a minimum of ten municipal water or wastewater clients and have been in business for a minimum of seven years.

1.3 SUBMITTALS

A. Action Submittals: Submit the following:

1. Training Schedule: Detailed schedule of training sessions, demonstrating compliance with number of training sessions, hours required in the Contract Documents, and complying with the Contract Times. Submit training schedule submittals in accordance with time frames specified in this section.

NTS: KEEP SUBPARAGRAPH 2., BELOW, WHEN ONLINE TRAINING MODULES ARE REQUIRED FOR

THE PROJECT, OTHERWISE, DELETE.

2. Online Training Modules: Following completion of revisions to the courseware to reflect the equipment manufacturers’ comments, the Contractor shall submit the draft courseware for review. Upon receipt of the Project Construction Management

Lead’s and Owner’s comments further revisions shall be made to the courseware to reflect the review comments.

B. Informational Submittals: Submit for acceptance, the following:

1. Lesson Plans: Submit draft training course lesson plans for each of the proposed courses for training on each material or equipment item, in accordance with Table

01 79 23-A and the Contract Documents a minimum of 45 days prior to planned trainings.

a. Lesson plans shall comply with requirements of this section as may be supplemented by specifications sections where materials and equipment are specified.

2. Student Materials: Submit the complete student training package and instructor guides to the Project Construction Management Lead for review and acceptance.

NTS: KEEP SUBPARAGRAPH 3., BELOW, WHEN ONLINE TRAINING MODULES ARE REQUIRED FOR

THE PROJECT, OTHERWISE, DELETE.

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3. The online learning modules provider shall fill out the required paperwork for the City to submit the courses to the Michigan Department of Great Lakes and Energy. to apply for CH/CEU credits for their training program.

4. Qualifications:

a. Supplier’s Instructors:

1) Credentials of manufacturer’s proposed operations and maintenance instructor(s). Credentials shall demonstrate compliance with requirements of this section and shall include brief resume’ and specific details of instructor’s operating, maintenance, and training experience relative to the specific material and equipment for which instructor will provide training, including but not limited to:

a) Total instructor experience, including the design, fabrication, construction, operation, maintenance, troubleshooting, and repair of the products for which training is provided;

b) Previous training and instructional experience;

c) Three (3) outside Project references involving training for the products for which training is provided.

NTS: KEEP SUBPARAGRAPH b., BELOW, WHEN ONLINE LEARNING MODULES ARE REQUIRED FOR

THE PROJECT, OTHERWISE, DELETE.

b. Online Learning Modules Provider:

1) Provide a list, with contact phone numbers, of ten municipal water or wastewater treatment facility installations for which the online learning module provider has completed technical training similar in scope to this project.

C. Closeout Submittals: Submit the following:

1. Owner’s Acknowledgement of Manufacturer’s Instruction of Operating and

Maintenance Personnel (see form following the “END OF SECTION” designation.) for each training session. Submit to Owner’s training coordinator with copy to Project

Construction Management Lead.

2. Submit (10) additional print copies of the complete student training materials package for each course taught.

3. Provide electronic copy of all training materials, including student materials, specified in this section on individual solid-state portable hard drive.

a. Solid state hard drives shall have Universal Serial Bus (USB) 3.0 interface and use a New Technology File System (NTFS) file system.

b. Solid state hard dives shall be labeled with the following:

1) Contract ID.

2) Title of Project.

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3) Structures or systems addressed.

4) General subject matter covered.

PART 2 - PRODUCTS

2.1 LESSON PLANS

A. The purpose of a lesson plan is to identify what the course will accomplish and the steps to be taken to accomplish it.

1. Supplier’s lesson plan shall describe specific instruction topics, system components for which training will be furnished, and training procedures. Describe in lesson plan

“hands-on” demonstrations planned for training sessions.

B. General Requirements:

1. Each lesson plan cover sheet shall include the following:

a. Couse name.

b. Targeted training group (operations, mechanical maintenance, instrumentation).

c. The duration of the course in hours.

d. The date(s).

e. The type(s) of training included (classroom, field demonstration, field hands-on, etc.).

2. Each lesson plan shall include the following:

a. The learning objectives for the course.

b. Indicate in lesson plan estimated duration of each training segment.

c. The topics to be covered (with instructor notes).

1) The instructor notes should contain enough technical detail to guide the instructor through the achievement of the learning objectives.

d. The student material references.

e. The student activities.

f. A list of up to 50 questions to be answered by the students to ensure they comprehended the material being instructed on.

g. Instructor / Training session evaluation form.

h. All required audio-video (A-V) and support equipment and materials required.

i. Reference resources to be used.

j. A one-paragraph description of the course contents.

C. Specific, targeted lesson plans shall be developed and submitted for each of the following based upon the learning objectives indicated in Part 3 of this section.:

1. Operation of Process Products:

a. Methods of training GLWA’s operations personnel shall include a field training program at the GLWA’s site consisting of classroom and hands-on training using the GLWA’s products and systems.

2. Maintenance of Process Products:

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a. Method of training maintenance personnel shall include the Contractor using the

GLWA’s products to demonstrate troubleshooting, preventive, and corrective maintenance procedures.

3. Operations and Maintenance of Instrumentation: including but not limited to mechanical, electrical, instrumentation, and controls components.

4. Other training sessions that are included in the Contract Documents.

2.2 TRAINING AIDS

A. Manufacturer’s instructor shall incorporate training aids as appropriate to assist in the instruction. Furnish handouts of text, tables, graphs, and illustrations as required. Other appropriate training aids include:

1. Audio-visual aids, such as videos, Microsoft PowerPoint presentations, overhead transparencies, posters, drawings, diagrams, catalog sheets, or other items.

2. Equipment cutaways and samples, such as spare parts and damaged equipment.

3. Tools, such as repair tools, customized tools, and measuring and calibrating instruments.

B. Student Materials:

1. Manufacturer’s instructor shall distribute and use descriptive student materials during training. Customized student materials developed especially for training for the Project are encouraged.

a. The purpose of the student materials is to provide an organized package of reference information that will serve the students during the training and on their jobs. Different training groups should be provided with different sets of materials.

b. The organization of the student materials should generally follow the training outline and should include the lesson plan and materials relevant to the training group.

c. Student materials should be coordinated with the instruction, with frequent references made to the student materials.

2. Provide student materials bound in commercial quality, three-post binders with durable and cleanable plastic covers. Binders shall include title pockets for holding notes.

a. Maximum post width: 2-inch

b. When multiple binders are used, correlate the information into related consistent groupings.

c. Identify each volume with typed or printed title “(add appropriate Contract ID)

Training Manual.”

1) Title of Project.

2) Identify separate structure or system as applicable.

3) Identify general subject matter covered in the manual.

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4) Location.

d. Size: 8-1/2-inch by 11-inch

e. Paper: 20-pound minimum, white for typed pages.

f. Text: Manufacturer’s printed data, or neatly typewritten, including the following:

1) Table of contents.

2) Pretest.

3) Learning objectives.

4) General operations, theory, specific product information.

g. Drawings: Provide reinforced, punched binder tab, bind in with text.

1) Reduce larger Drawings and fold to size of text pages, not larger than 11-inches by 17-inches. Should Drawings become illegible when reduced, the

Contractor shall make available full-size copies of Drawings during training sessions.

3. Photocopied documents shall be good quality and completely legible.

4. Student materials to be used for training GLWA’s operation personnel include:

a. Pertinent portions of the operations and maintenance manuals, including start-up and shutdown procedures; descriptions of products and instrumentation functions and modes of operations, control and monitoring; trouble-shooting instructions and process control instructions. Trouble shooting guides shall be specific to the Owner installation, and not generic.

b. Detailed course outlines and operations guides for products and processes for field use. The operations guides shall include general operating procedures, start-up and shutdown procedures, interlocks, optimization procedures and emergency operating procedures.

c. Where applicable, training materials shall include: site specific photos of HMI screens, and equipment as it is installed in the field (for GLWA). No generic photographs.

5. Student materials to be used for training GLWA’s maintenance personnel include:

a. Pertinent portions of the operation and maintenance manuals as well as alignment tolerances, lubrication schedules, vibration analysis instructions and parameters, and special calibration tests and procedures.

b. Procedures for using special tools or equipment required for product maintenance.

c. Detailed course outlines and troubleshooting guides for each product installed under the Contract Documents. The troubleshooting guides shall include symptoms; probable causes, and solutions for cases of concern and trouble described during the training program.

6. Student materials to be used for training GLWA’s instrumentation personnel shall include:

a. Pertinent portions of the Submittals specified in the Specifications including but not limited to loop diagrams, calibration data and maintenance instructions.

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b. Detailed lesson plans and trouble-shooting guides for field use. The trouble-shooting guides shall include symptoms, probable causes and solutions for cases of trouble described during the training program.

7. The training materials shall also include an instructor / training evaluation form to be completed by the trainees to ensure the training sessions were / are successful.

2.3 AUDIO-VISUAL EQUIPMENT:

NTS: EDIT PARAGRAPH A., BELOW, AS REQUIRED FOR THE PROJECT, OWNER, AND SITE. INSERT AT (--1--)

ADDITIONAL AUDIO-VISUAL EQUIPMENT THAT EQUIPMENT MANUFACTURER MAY REQUIRE AND IS NOT

PRESENT AT THE SITE; FOR EXAMPLE, PROJECTION SCREEN, DVD PLAYER AND TELEVISION MONITOR, OVERHEAD PROJECTOR, ETC.

A. Training provider shall provide audio-visual equipment required for training sessions. If suitable equipment is available at the site, Owner may make available Owner’s audio-visual equipment; however, do not count on Owner providing audio-visual equipment.

Audio-visual equipment that training provider shall provide, as required, includes:

1. Laptop computer, presentation software, and suitable projector.

2. As required, extension cords and spare bulb for projector.

3. (--1--).

2.4 ONLINE TRAINING MODULES

A. General:

1. The Online Training Program shall include the following functions for each module.

a. Intermittent quizzes and test questions;

b. Wrong answer notification;

c. Generation of a certificate of completion (100% proficiency shall be required before a certificate of completion is generated);

d. A real time clock on screen that verifies the time spent on the course material;

e. The software program shall automatically bookmark when the operator leaves a course (in case of power outage or an emergency in the facility);

f. The web-based platform shall be browser independent;

2. The Modules shall be able to evaluate and test the operators on:

a. Start-up /Shut down of equipment,

b. Basic operations, maintenance and safety, and

c. Trouble shooting techniques.

3. The Online Training Provider shall provide a training website that also hosts the O&M documents themselves, for plant reference. This document storage solution shall include graphical interface screens to be programmed with the training modules.

These screens will show hyperlinks to the O&M materials and take the form of an interactive plant map. The map feature will allow the operators to see the new

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equipment on maps for this project. The map will show the location of each piece of equipment. Hyperlinks connecting the user to the electronic O&M materials will be created. The site will link training to the appropriate O&M PDFs. Dropdown menus should be used to organize all content on the site for ease of navigation.

a. The website, the online courses, and the O&M documents, will all be viewable using any web browser; however documents will only be browser-viewable provided the end user has the appropriate plug-in installed for the given file type

(e.g. Adobe Acrobat Reader for PDF files). In addition, O&M documents will always be offered with the option of downloading as well.

b. The hosting of this service shall be for a minimum of five years from the date of

Substantial Completion. A hard copy and an electronic version of all training modules shall be provided to the Owner to use for other non-online training programs.

1) At the end of the 5 year period, the Owner may negotiate with the provider to continue with the hosting service; or the Owner can provide an acceptable server for the program to be delivered to for the Owner to run on their intranet.

4. Online Training Modules will be required for the following specification sections:

a. XXXXXX

b. XXXXXX

c. XXXXXX

d. XXXXXX

2.5 FACE TO FACE TRAINING REVIEW

A. Online learning modules provider personnel involved in the writing of the courseware shall attend start-up training sessions provided by the equipment manufacturers / Contractor.

The purpose is to document any additional information stated but not captured in the operation and maintenance manual as well as to note any discrepancies or contradictions with the materials. Provide revisions to the online training modules as necessary at no additional cost.

B. Comments and Notes shall be provided by the online learning modules provider to the

Contractor to submit to the Project Construction Management Lead. The Project

Construction Management Lead will decide if the contradictions or discrepancies warrant a return visit from manufacturer’s representative to clarify comments and/or for correction of equipment manufacturer-furnished operation and maintenance data. Return visits from manufacturer’s representative to clarify comments and/or for correction of equipment manufacturer-furnished operation and maintenance data, if required by the Project

Construction Management Lead, shall be at the Contractor’s or Equipment Manufacturer’s expense.

C. Equipment that requires Face to Face Capture:

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1. XXXXXX

2. XXXXXX

3. XXXXXX

4. XXXXXX

5. XXXXXX

2.6 START-UP CAPTURE

A. Start- Up Presentations shall be captured in transferable file formats for memorialization of the startup training and the ability of the client to use the files for future trainings of staff.

B. The following spec section manufacturers will provide their start up training PowerPoints

(PPT) in segmented out sections that are ten (10) minutes or shorter in length. The contractor will decide on the best Business video conferencing service to utilize between

TEAMS, ZOOM, or Go to Meeting. During the capture the presentation and audio is all that is required to be captured, no image of the presenter shall be included.

Specification

Section Item

XXXXXX

C. The individual segments must be sequentially labeled following this labeling path:

Presentation Part, Manufacturer, Equipment, Title: 1. MV-AS login, 2. MV-AS curriculum creation, 3.MV-AS viewer

D. Each File (MP3 or equal) will be sent electronically and physically with the O&M manuals. Each File will be labeled with the job, manufacturer, equipment, startup presentations.

E. During start up field services the field service technician will be recorded. A lapel microphone will be used with noise canceling capabilities. The field service person shall recommend a minimum of five (5) questions typically asked during Q&A that will be presented to simulate a classroom setting.

PART 3 - EXECUTION

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3.1 LEARNING OBJECTIVES:

A. This article describes the learning objectives, what each participant should be able to do following training, for each specific targeted training type.

B. Operation of Process Products:

1. Describe the functions of the products installed under the Contract Documents, including how the components of a system are controlled together and what the effects of the control methods are on the system and on other upstream and downstream processes.

2. Demonstrate start-up and shutdown procedures for each product individually and as an installed system in manual, automatic and remote modes of operation. This instruction shall include normal operation, alternative operations, interlocks, and emergency operations.

3. Describe how the instrumentation installed under the Contract Documents is used to monitor and control products and systems installed under the Contract Documents.

4. Describe the possible operating modes of the system.

5. Demonstrate precautions for safe operations of the products, instrumentation, and controls installed under the Contract Documents.

6. Walk through emergency procedures for products and systems installed under the

Contract Documents following product malfunction, chemical spills, and other extreme conditions.

C. Maintenance of Process Products:

1. Describe the functions of the process product installed under the Contract

Documents.

2. Perform component preventive maintenance activities required to keep the product in good operating condition.

3. Know how to safely lockout and isolate the process product prior to performing maintenance procedures on it.

4. Define the symptoms of a problem, determine the probable causes, verify the cause and fix the problem including following manufacturer’s recommended repair, replacement or corrective maintenance procedures.

D. Operation and Maintenance of Instrumentation:

1. Describe the overall function of each instrument and control loop installed under the

Contract Documents.

2. Describe the normal operating ranges of the field instruments.

3. Define the symptoms of a problem, determine the probable causes, verify the cause and fix the problem including following the manufacturer’s recommended repair/replacement procedures.

4. Perform preventive maintenance procedures as recommended and required by the manufacturer as being necessary to keep the instrumentation system in proper

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operating condition, including but not necessarily limited to calibration, diagnostics and testing.

3.2 TRAINING DELIVERY

A. Training Delivery – General:

1. Instructors shall be fully prepared for the training sessions. Training delivery shall be communicative, clear, and proceed according to lesson plan accepted by Project

Construction Management Lead, with lesson content appropriate for trainees. If

Owner or Project Construction Management Lead deems that training delivery does not to comply with the Contract Documents, training shall be postponed, rescheduled, and re-performed in acceptable manner at no additional cost to Owner.

B. “Hands-on” Demonstrations:

1. Manufacturer’s instructor shall present “hands-on” demonstrations of operations and maintenance of materials and equipment for each training session, in accordance with lesson plan accepted by Project Construction Management Lead.

2. Contractor and manufacturer shall furnish tools necessary for demonstrations.

3.3 DIGITAL VIDEO RECORDING TRAINING MATERIAL

A. Produce or provide manufacturer prepared digital video recorded training material for the materials and equipment indicated in Table 01 79 23-A of this section.

B. Audio/video (A/V) record (*.wmv or *.mpeg4) training/instructions as they are being provided to the Owner’s personnel. Such recording shall include the entire training/instruction session(s) as well as all questions and answers.

1. A/V recording shall be performed by a professional organization experienced in the production of such recordings. Self-recording by the Contractor may be considered, provided that Contractor can demonstrate, in advance, proficient examples of such recordings.

2. The audio portion of the A/V recording should be done with a microphone (wired or wireless) attached to the trainer/instructor to maximize the quality of speech.

a. To avoid audio problems, training/instruction shall be held in a location sufficiently removed from construction activity, insulated from the noise of construction activity, or during a time when construction activity is not occurring in the vicinity.

3. Each A/V recording should have “chapters” to segregate the distinct portions of the training/instruction, or have visual cues at the start of a change in subject.

4. The training in the classroom and at the equipment/system (field) shall be recorded.

C. Digital video recordings shall be provided to the Owner in the following format:

1. Solid-state portable hard drive.

2. Label portable hard drive media with the following information:

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MS REV 0.0 01 79 23-16

a. Name and number of the construction contract.

b. Name of Contractor.

c. Date of production.

d. Subject Matter of tape:

e. Product item or system.

f. Manufacturer of product or system.

3. Prepare and submit an index of video recordings, with a numbering system categorized according to the subject matter.

D. If required because of visibility issues during the physical hands-on training with the

Owner, following the completion of training with the GLWA’s personnel, Contractor shall provide the services of each instructor, and provide video recording equipment and a fully qualified person to set-up and operate the equipment for video recording of field and hands-on demonstrations to ensure the demonstration is clearly visible in the video.

1. Contractor shall provide a written release from claims to the video recorded training materials produced. The video recording of these sessions will be the Contractor’s responsibility.

3.4 TRAINING EFFECTIVENESS EVALUATION

A. The following three (3) methods of evaluating the effectiveness of the training courses for the maintenance, operations and instrumentation personnel will be utilized.

1. Course Exam: Contractor shall prepare a 50-question written exam covering the pertinent areas of discussion covered in each training session. The exam shall be administered to each of the participants at the end of each training session.

Completed exams will be collected and graded by the instructor. The instructor of each class will review the correct answers with the participants.

2. All training courses will be monitored by an Owner’s representative.

3. At the end of the course, the participants will fill out course evaluation forms.

B. Based on the results of the student exam, the course evaluations and the course observations the overall training course will either be approved or rejected. Should a course be rejected it must be repeated at no additional charge to the GLWA or Project

Construction Management Lead.

1. Trainer shall revisit the site as often as necessary until training is acceptable.

2. All costs including expenses for travel, lodging, meals and incidentals and cost of travel time, for visits to site shall be included in the Contract Price.

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MS REV 0.0 01 79 23-17

3.5 TRAINING SUMMARY

A. Manufacturer shall furnish not less than the hours of training and number of sessions indicated in Table 01 79 23-A of this section. Travel time and expenses are responsibility of manufacturer and are excluded from required training time indicated in the Contract

Documents.

NTS: PARAGRAH B., BELOW, IS PRESENTED AS EXAMPLE LANGUAGE. EDIT PARAGRAPH B. TO SUIT THE

OWNER, AND PROJECT. COORDINATE PARAGRAPH B. WITH TABLE 01 79 23-A.

B. Shifts and Training Sessions Required:

1. Operations at the site take place 24 hours per day, divided into three shifts as follows: day, evening, and night shift.

2. Training Sessions per Shift:

a. Operation of Process Products: Maximum training per day is four hours; sessions longer than four hours shall be spread over multiple, preferably consecutive, days. Provide identical training sessions as follows:

1) Two identical sessions during day shift, each session in a different week.

2) One session during evening shift.

3) One session during night shift.

b. Maintenance or Process Products: Provide two identical training sessions during day shift, each session in a separate week, for indicated equipment. Maximum training per day is four hours; sessions longer than four hours shall be spread over multiple, preferably consecutive, days.

c. Operation and Maintenance of Instrumentation: Provide two identical training sessions during day shift, each session in a separate week, for indicated equipment. Maximum training per day is four hours; sessions longer than four hours will be spread over multiple, preferably consecutive, days.

NTS: ADD TO OR DELETE COLUMNS AND ROWS FROM TABLE 01 79 23-A TO SUIT THE PROJECT. FILL IN AND

EDIT TABLE AS REQUIRED FOR CLARITY. COORDINATE WITH REQUIREMENTS OF INDIVIDUAL

SPECIFICATIONS SECTIONS.

• INSERT AT (--1--) THE EQUIPMENT OR SYSTEM NAME.

• INSERT AT (--2--) THE ASSOCIATED SPECIFICATIONS SECTION NUMBER.

• INSERT AT (--3--) TOTAL HOURS REQUIRED FOR TRAINING UNDER ASSOCIATED SECTION; THIS SHOULD

BE THE SUM OF COLUMN NOS. 4, 5, AND 6.

• INSERT AT (--4--),(--5--) AND (--6--) THE NUMBER OF SESSIONS AND HOURS PER SESSION FOR EACH

TYPE OF TRAINING/DEPARTMENT. SEE EXAMPLE BELOW.

• INSERT AT (--7--) THROUGH (--10--) THE TOTAL FOR EACH COLUMN.

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TABLE 01 79 23-A, TRAINING SUMMARY TABLE

Material or Equipment

Specification

Section

Total

Training

Time

(hours)

Training Sessions Required

Operation of Process

Products

Maintenance of Process

Products.

Operation and

Maintenance of

Instrumentation

(--1--) (--2--) (--3--) (--4--) (--5--) (--6--)

Total (--7--) (--8--) (--9--) (--10--)

Material or Equipment

Specification

Section

Total

Training

Time

(hours)

Training Sessions Required

Operation of Process

Products

Maintenance of Process

Products.

Operation and

Maintenance of

Instrumentation

Rotary Lobe Pumps 43 23 58 16 4 sessions, 2 hrs ea.

2 sessions, 4 hrs ea.

Zero

Progressing Cavity Pumps 43 23 57 12 4 sessions, 1 hr ea.

2 sessions, 4 hrs. ea.

Zero

Inline Grinders including

Control Panels

46 24 23 14 4 sessions, 1 hr ea.

2 sessions, 4 hrs. ea.

2 sessions, 1 hrs ea.

Polymer Blending and Feed

Equipment

46 33 33 24 4 sessions, 2 hrs ea.

2 sessions, 4 hrs ea.

2 sessions, 4 hrs ea.

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Master Centrifuge Control

Panel

40 67 05 16 4 sessions, 2 hr ea.

Zero 2 sessions, 4 hrs. ea.

Flow Meters (magnetic and propeller types) and Sludge

Cake Weight Scale

40 71 00 16 Zero Zero 2 sessions, 8 hrs. ea.

Belt Conveyor and Control

Panel

41 12 13.19 14 4 sessions, 1 hr ea.

2 sessions, 4 hrs ea.

2 sessions, 1 hrs ea.

Screw Conveyors 41 12 13.36 12 4 sessions, 1 hr ea.

2 sessions, 4 hrs ea.

Zero

Bridge Crane 41 22 13.13 6 4 sessions,

0.5 hr. ea.

2 sessions, 2 hrs. ea.

Zero

Gas-Fired Domestic Hot

Water Heaters

22 34 30 4 Zero 2 sessions, 2 hrs. ea.

Zero

Electric Room and Control

Room HVAC Equipment

23 81 23 20 4 sessions, 1 hr. ea.

2 sessions, 6 hrs. ea.

2 sessions, 2 hrs ea.

Condensing Hot Water

Boilers and Controls

23 52 11 36 4 sessions, 1 hr. ea.

2 sessions, 8 hrs. ea.

2 sessions, 8 hrs ea.

Hot Water Unit Heaters 23 82 39.23 4 Zero 2 sessions, 2 hrs. ea.

Zero

Hydronic Circulating Pumps, Inline

23 21 23 4 Zero 2 sessions, 2 hrs. ea.

Zero

Low-Voltage Motor Control

Centers

26 24 19 18 4 sessions,

0.5 hr. ea.

2 sessions, 4 hrs ea.

2 sessions, 4 hrs ea.

Total 236 84 112 68

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3.6 ATTACHMENTS

A. The attachments listed below, following the “END of SECTION” designation, are a part of this section:

1. 01 79 23.A, Owner’s Acknowledgement of Manufacturer’s Instruction of Operating and Maintenance Personnel (one page).

END OF SECTION

GREAT LAKES WATER AUTHORITY ACKNOWLEDGEMENT OF INSTRUCTION

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OWNER'S ACKNOWLEDGMENT OF MANUFACTURER'S INSTRUCTION OF OPERATION AND

MAINTENANCE PERSONNEL

[I] [We] the undersigned representatives of the facility maintenance or operating personnel have received classroom and hands on instruction on the: (check one)

Operation of Process Products O&M of Instrumentation

Maintenance of Process Products Other:

of the ____________________________ equipment or system and [am] [are] prepared to assume normal responsibility for the equipment:

_____________________________________________ DATE: ______________________

c. The Contractor’s equipment manufacturers shall review the preliminary online learning modules created for the equipment they are supplying and supply comments and corrections for online learning modules provider’s incorporation into the module(s).

8. Before training can begin, the Contractor shall have obtained substantial completion for the systems being started up and trained on. All asset labels, pipe labels, and other items necessary to complete asset installation shall be in place before ...