017900 - DEMONSTRATION AND TRAINING.DOC

UNIT TRAINING EQUIPMENT SITE ADD/ALT

Copyright 2010 by The American Institute of Architects (AIA)

Exclusively published and distributed by Architectural Computer Services, Inc. (ARCOM) for the AIA

SECTION 017900 - DEMONSTRATION AND TRAINING

Revise this Section by deleting and inserting text to meet Project-specific requirements.

This Section uses the term "Architect." Change this term to match that used to identify the design professional as defined in the General and Supplementary Conditions.

Verify that Section titles referenced in this Section are correct for this Project's Specifications; Section titles may have changed.

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

Retain or delete this article in all Sections of Project Manual.

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section includes administrative and procedural requirements for instructing Owner's personnel, including the following:

1. Demonstration of operation of systems, subsystems, and equipment.

2. Training in operation and maintenance of systems, subsystems, and equipment.

Delete "Allowances" and "Unit Price for Instruction Time" paragraphs below if a list of systems, subsystems, and equipment with corresponding length of instruction time is included at end of Part 3. See Evaluations.

1.3 INFORMATIONAL SUBMITTALS

A. Instruction Program: Submit outline of instructional program for demonstration and training, including a list of training modules and a schedule of proposed dates, times, length of instruction time, and instructors' names for each training module. Include learning objective and outline for each training module.

1. Indicate proposed training modules using manufacturer-produced demonstration and training video recordings for systems, equipment, and products in lieu of video recording of live instructional module.

Coordinate "Qualification Data" Paragraph below with qualification requirements in Section 014000 "Quality Requirements" and as may be supplemented in "Quality Assurance" Article.

B. Qualification Data: For instructor.

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

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

1.4 QUALITY ASSURANCE

A. Instructor Qualifications: A factory-authorized service representative, complying with requirements in Section 014000 "Quality Requirements," experienced in operation and maintenance procedures and training.

B. Preinstruction Conference: Conduct conference at Project site to comply with requirements in Section 013100 "Project Management and Coordination." Review methods and procedures related to demonstration and training including, but not limited to, the following:

Retain subparagraphs below if required. If retaining, revise to include Owner-specific requirements. Insert additional requirements to suit Project.

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 facilities needed to avoid delays.

3. Review required content of instruction.

4. For instruction that must occur outside, review weather and forecasted weather conditions and procedures to follow if conditions are unfavorable.

1.5 COORDINATION

A. Coordinate instruction schedule with Owner's operations. Adjust schedule as required to minimize disrupting Owner's operations and to ensure availability of Owner's personnel.

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 program until operation and maintenance data has been reviewed and approved by the Contracting Officer.

PART 2 - PRODUCTS

2.1 INSTRUCTION PROGRAM

Individual Specification Sections include requirements for demonstration and training. Architect may elect to furnish report to Contractor listing applicable Sections and requirements to facilitate development of instruction program; see Evaluations.

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

B. Training Modules: Develop a learning objective and teaching outline for each module. Include a description of specific skills and knowledge that participant is expected to master. For each module, include instruction for the following as applicable to the system, equipment, or component:

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 standards.

d. Regulatory requirements.

e. Equipment function.

f. Operating characteristics.

g. Limiting conditions.

h. Performance curves.

2. Documentation: Review the following items in detail:

a. Emergency manuals.

b. Operations manuals.

c. Maintenance manuals.

d. Project record documents.

e. Identification systems.

f. Warranties and bonds.

g. Maintenance service agreements and similar continuing commitments.

3. Emergencies: Include the following, as applicable:

a. Instructions on 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.

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: Include 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 product.

d. Procedures for routine cleaning

e. Procedures for preventive maintenance.

f. Procedures for routine maintenance.

g. Instruction on use of special tools.

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.

Insert other requirements of Owner, e.g., level of proficiency of participants after instruction, percentage of participants passing evaluation test, etc.

PART 3 - EXECUTION

3.1 PREPARATION

A. Assemble educational materials necessary for instruction, including documentation and training module. Assemble training modules into a training manual organized in coordination with requirements in Section 017823 "Operation and Maintenance Data."

B. Set up instructional equipment at instruction location.

3.2 INSTRUCTION

A. Engage qualified instructors to instruct Owner's personnel to adjust, operate, and maintain systems, subsystems, and equipment not part of a system.

Coordinate first subparagraph below with Owner/Architect Agreement. Delete second subparagraph if unavailable.

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

1. Schedule training with Owner with at least seven days' advance notice.

Revise "Training Location and Reference Manual" Paragraph below if Project circumstances make training for certain components at a remote location desirable. Coordinate below with requirements for scheduling of operation and maintenance data and demonstration and training.

C. Training Location and Reference Material: Conduct training on-site in the completed and fully operational facility using the actual equipment in-place. Conduct training using final operation and maintenance data submittals.

D. Evaluation: At conclusion of each training module, assess and document each participant's mastery of module by use of an oral performance-based test.

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

If an allowance is not included in Part 1, insert a list of systems, subsystems, and equipment that require demonstration and training along with corresponding length of instruction time required. See Evaluations.

END OF SECTION 017900