017900 operational and maintenance training.pdf

F5W61608 USPFO Warehouse Ohio Army National Guard Rev. 0 Defense Supply Center Columbus, Ohio 30 January 2009 Bid Final

OPERATIONAL AND MAINTENANCE TRAINING 017900 – 1

SECTION 017900 - OPERATIONAL AND MAINTENANCE TRAINING

PART 1 - GENERAL

1.1 DESCRIPTION

A. The Contractor shall train Owner’s personnel in the operation and maintenance of systems and equipment listed in this Section and as mentioned in other sections.

Where applicable, contractors shall coordinate with the Commissioning Team for de-veloping the hours of instruction and scope of material to be covered. Training of Owner’s personnel shall not begin until Owner has approved the final submittal copy of the operation and maintenance manuals and training programs, and the building systems and equipment are complete and operational.

B. Schedule Submittal. The proposed scope of training, training materials and instruc-tion schedule shall be submitted for review and approval approximately 30 days be-fore the scheduled completion of the work for which training is to occur. Mutually agreeable dates for training shall be arranged with Owner, but the training shall be completed before the Final Operational Test. Training shall not begin until the Con-tractor’s proposed training plan and schedule have been approved by the owner.

C. The required training/demonstration indicated in the technical sections of the specifi-cations is supplemental or in addition to the training required in this Section (where not a duplication).

1.2 COORDINATED EFFORT

A. The Contractor or Contractor provided professional training firm shall work closely with Owner’s personnel in the development and implementation of the training pro-gram. This includes preliminary meetings to map out the direction the training will take and development, with Owner’s approval, of the written training materials.

B. The Commissioning Team will provide sample training session guidelines and agen-das for use by the Contractors in developing their training programs where applica-ble.

PART 2 - REQUIREMENTS

2.1 SCOPE OF TRAINING

A. Training must include both classroom and on-the-job (hands-on) instruction by quali-fied manufacturer’s representatives, vendors, installation/service technicians and op-eration personnel having the necessary knowledge, experience, and teaching skills.

B. The training shall provide comprehensive instruction on the operation and mainte-nance of building components, equipment, controls, and systems including proce-

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dures for startup, shutdown, normal operation, abnormal operation, preventive main-tenance, troubleshooting, and corrective maintenance.

C. The classroom portion of each training session, shall be based on the information contained in the approved O&M Manuals and will use copies of these manuals for reference. This shall include the following items as applicable:

1. Content and organization of appropriate O&M Manual materials

2. Overall equipment / system layout and configuration

3. Locations and tag numbers of major components

4. Theory of Operation / Design Intent

5. Startup and Shutdown Procedures

6. Normal Operating Procedures

7. Non-normal Operating Procedures (unoccupied, seasonal operation, etc.)

8. Emergency procedures

9. Health and Safety issues (both to O&M personnel and Building occupants)

10. Energy Efficiency Issues

11. Occupant Comfort and IAQ Issues

12. Control System Sequence of Operation

13. Preventive Maintenance Procedures

14. Diagnostic & Troubleshooting Procedures

15. Corrective Maintenance & Repair Procedures

D. The field portion of each training session shall at a minimum cover the following items as applicable:

1. Walk-down of covered equipment and systems

2. Demonstration of startup, shutdown and operating procedures

3. Demonstration of diagnostic, service, maintenance and repair procedures

E. All training sessions will be videotaped by the contractor and one (1) copy of the re-cording provided to Owner at the conclusion of the training session. Format for sub-mitted video recording (DVD, other) shall be determined by Owner (refer to Para. 3.2 for additional Video-recording Requirements).

F. Follow-up or post-occupancy training, where specified, shall be planned, scheduled and conducted per the requirements of this specification. This training will focus on seasonal issues that could not be addressed during the initial training and on ad-dressing operational and maintenance issues identified by the Owner since turnover.

2.2 RESPONSIBILITY OF TRAINING

A. The Contractor provided training will be directed at a group of Owner’s personnel who will act as a training cadre.

B. The Contractor is responsible for providing training to this cadre in all systems and equipment needed to operate and maintain the Facility.

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C. This cadre will then be responsible for training other personnel assigned to the Facil-ity.

2.3 LEVEL OF EXPERTISE OF INSTRUCTORS

A. Contractor may use professional training firms.

B. Credentials of training instructors are subject to review and approval by Owner.

1. Instructors must have knowledge and experience with the equipment on which they are providing training

2. Instructors must be familiar with the organization and content of Operation and Maintenance Manuals for the equipment on which they are providing training.

3. Instructors for controls must be knowledgeable and familiar with the specific controls equipment, project applications, and specific sequences of operation for this project.

2.4 TRAINING PROGRAM AND MATERIALS

A. The training program, in its entirety, shall be furnished by the Contractor and shall become the property of Owner. This includes but is not limited to:

1. All lesson plans, teachers' guides or training aids used to instruct the students.

One complete set shall be given to Owner.

2. All written materials. e.g. workbooks, manufacturers' instructions, brochures, student tests, charts or other printed or photographed visual aids. Three (3) sets with one complete reproducible master shall be given to Owner.

3. All audio visual materials e.g. video tapes, 35mm slides, film and audio cas-settes, overhead projector transparencies, software files of presentations, or other audio visual medium. Three sets shall be given to Owner.

B. The Contractor shall provide all equipment related to the conveyance of the training program e.g. VHS video cassette recorders, color TV monitors, slide projectors, movie projectors, cassettes players, overhead projector, or other related equipment.

Non-permanent mounted white boards, cork board and projector screens. Equip-ment of this nature provided by the contractors for use during training sessions does NOT become the property of Owner. Contractors shall promptly remove said equip-ment at the end of the training session(s).

2.5 CLASSROOM TRAINING

A. Locations for classroom training sessions shall be coordinated with Owner. All train-ing shall be conducted on-site except by prior arrangement and approval by Owner.

B. Classroom space provided by the contractors for off-site training shall meet the fol-lowing requirements:

1. The classroom shall be free of exterior visual and noise interference.

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2. The classroom shall be lighted and climate controlled with ventilation, air condi-tioning and heating.

3. The classroom shall be lockable with secure or patrolled parking adjacent to the building.

4. Restroom and drinking water facilities shall be on the premises and food ser-vices nearby or provided on site.

5. The classroom shall facilitate the training of thirty (30) students. Tables, chairs and storage of audio-visual equipment and class written materials shall be pro-vided.

C. Any pre-approved off-site training shall include transportation, lodging and meals as appropriate.

PART 3 - EXECUTION

3.1 TIME PERIOD OF TRAINING

A. The minimum specific hours of training time provided for each category of major equipment and systems shall be in accordance with the specification sections per-taining to this equipment or systems.

B. OWNER retains the option of redistributing training time, subject to the total time specified. This may include repetition of selected training sessions or provision for follow-up training sessions after occupancy.

C. Training must be presented on an 8-hour per day, 5-day per week schedule, with all reading assignments and review to be within this period. (Note: eight (8) hour train-ing days include 1/2 hour lunch and travel time.)

D. Specific schedules for all training sessions must be coordinated in advance with Owner.

3.2 VIDEO RECORDING:

A. Provide video recording in DVD CD format of all training sessions. Record each train-ing module separately. Include classroom instructions, demonstrations, board dia-grams, and other visual aids. Do not include student practice.

B. Video recording shall be pre-planned and coordinated for each training session.

C. Video recording shall be scripted and edited to ensure all teaching points are cov-ered in a systematic manner.

D. At beginning of each training module, record each chart containing learning objec-tives and lesson outline.

END OF SECTION 017900