General Requirementsdemonstration and Training

GENERAL REQUIREMENTSDEMONSTRATION AND TRAINING

Section 01820

Page 1 of __

SECTION 01820

DEMONSTRATION AND TRAINING

(For Large Projects)

[OWNER’S PROJECT MANAGER TO DETERMINE IF DEMONSTRATION AND TRAINING WILL BE REQUIRED. IF NOT REQUIRED, DELETE SECTION 01820 IN ITS ENTIRETY. Also, paragraphs 1.07 and 3.02 must be edited.

PART 1 -GENERAL

1.01SUMMARY

.AThis Section includes:

.1Part 1 - General

.a1.01 - Summary

.b1.02 - Related Documents And Sections

.c1.03 -Definitions

.d1.04 - General

.e1.05 - Pre-instruction Conference

.f1.06 - Coordination

.g1.07 - Instruction Program

.2Part 2 - Products (Not Used)

.3Part 3 - Execution

.a3.01- Preparation

.b3.02- Instruction

.c3.03 - Submittals

.4Part 4 - Forms (Not Used)

1.02RELATED DOCUMENTS AND SECTIONS

.ASection 01810, "General Commissioning Requirements"

1.03DEFINITIONS

.ATraining Facilitator - A firm or individual experienced in training or educating maintenance personnel in a training program similar in content and extent to that indicated for this Project, and whose work has resulted in training or education with a record of successful learning performance.

.BInstructor - A factory-authorized service representative, experienced in operation and maintenance procedures and training.

1.04GENERAL

.AContractor must procure and pay for the services of a qualified Training Facilitator to prepare instruction program and training modules, to coordinate Instructors, and to coordinate between Contractor and Owner for number of participants, instruction times, and location.

.BThe Training Facilitator may not be one of the following people: Contractor’s Project Manager; CQC Manager; Assistant CQC Manager; Project Engineer; or Superintendent.

.CContractor must procure and pay for the services of qualified Instructors to instruct Owner's personnel to adjust, operate, and maintain systems, subsystems, and equipment not part of a system.

.DTraining requirements include:

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

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

.EThe training must be conducted in a classroom setting with field training as required.

.FContractor must provide and pay for a professional cameraman, equipment, and supplies to Videotape the specific training topics defined in paragraph 1.07 .B. The final video(s) must be in DVD format.

1.05PRE-INSTRUCTION CONFERENCE

.ATraining Facilitator must schedule and conduct a Pre-instruction Conference at the Project Site with:

.1Owner's Commissioning Consultant (Mandatory Attendance Required)

.2Contractor’s Commissioning Agent (Mandatory Attendance Required)

.3Owner's Building Operations Staff (Mandatory Attendance Required)

.4Contractor’s QC Manager (Mandatory Attendance Required)

.5Owner's Project Manager (Mandatory Attendance Required)

.6Contractor’s Authorized Representative (Mandatory Attendance Required)

.BReview methods and procedures related to demonstration and training including, but not limited to, the following:

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

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

.3Review required content of instruction.

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

.CTraining Facilitator must prepare minutes of the meeting and distribute to all participants.

1.06COORDINATION

.ATraining Facilitator must coordinate instruction schedule with Owner's operations. Adjust schedule as required to minimize disrupting Owner's operations.

.BTraining Facilitator must coordinate Instructors, including providing notification of dates, times, length of instruction time, and course content.

.CTraining Facilitator must coordinate content of training modules with content of Owner accepted Initial Submittal of the emergency, operation, and maintenance manuals.

.DDo not submit instruction program until the Initial Submittal of the operation and maintenance data has been reviewed and accepted by Owner. (See Section 01770.1.07.A.1)

1.07INSTRUCTION PROGRAM

.AProgram Structure: Training Facilitator must develop an instruction program that includes individual training modules for each system and equipment not part of a system, as required by individual Specification Sections, and as follows:(Note to Project Manager: Edit the below paragraphs to suit your project!!!)

.1Motorized doors, including [overhead coiling doors] [overhead coiling grilles] [and] [automatic entrance doors].

.2Equipment, including [stage equipment] [projection screens] [loading dock equipment] [waste compactors] [food-service equipment] [residential appliances] [and] [laboratory fume hoods] <Insert type of equipment>.

.3Fire-protection systems, including [fire alarm] [fire pumps] [and] [fire-extinguishing systems].

.4Intrusion detection systems.

.5Conveying systems, including [elevators] [wheelchair lifts] [escalators] [and] [cranes].

.6Medical equipment, including medical gas equipment and piping.

.7Laboratory equipment, including laboratory [air] [and] [vacuum] equipment and piping.

.8Heat generation, including [boilers] [feed water equipment] [pumps] [steam distribution piping] [and] [water distribution piping].

.9Refrigeration systems, including [chillers] [cooling towers] [condensers] [pumps] [and] [distribution piping].

.10HVAC systems, including [air-handling equipment] [air distribution systems] [and) [terminal equipment and devices].

.11HVAC instrumentation and controls.

.12Electrical service and distribution, including [transformers] [switchboards] [panelboards] [uninterruptible power supplies] [and] [motor controls].

.13Packaged engine generators, including transfer switches.

.14Lighting equipment and controls.

.15Communication systems, including [intercommunication] [surveillance] [clocks and programming] [voice and data] [and] [television] equipment.

.16<Insert other systems and equipment.>

.BVideo the following training sessions: (Note to PM: edit the list below)

.1HVAC systems;

.2Refrigeration systems;

.3Etc.

.CTraining Modules: Training Facilitator must 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:

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

.aSystem, subsystem, and equipment descriptions.

.bPerformance and design criteria.

.cOperating standards.

.dRegulatory requirements.

.eEquipment function.

.fOperating characteristics.

.gLimiting conditions.

.hPerformance curves.

.DDocumentation: Review the following items in detail:

.1Operations manuals.

.2Maintenance manuals.

.3Project Record Documents.

.4Identification systems.

.5Warranties and bonds.

.6Maintenance service agreements and similar continuing commitments.

.EEmergencies: Include the following, as applicable:

.1Instructions on meaning of warnings, trouble indications, and error messages.

.2Instructions on stopping.

.3Shutdown instructions for each type of emergency.

.4Operating instructions for conditions outside of normal operating limits.

.5Sequences for electric or electronic systems.

.6Special operating instructions and procedures.

.FOperations: Include the following, as applicable:

.1Startup procedures.

.2Equipment or system break-in procedures.

.3Routine and normal operating instructions.

.4Regulation and control procedures.

.5Control sequences.

.6Safety procedures.

.7Instructions on stopping.

.8Normal shutdown instructions.

.9Operating procedures for emergencies.

.10Operating procedures for system, subsystem, or equipment failure.

.11Seasonal and weekend operating instructions.

.12Required sequences for electric or electronic systems.

.13Special operating instructions and procedures.

.GAdjustments: Include the following:

.1Alignments.

.2Checking adjustments.

.3Noise and vibration adjustments.

.4Economy and efficiency adjustments.

.HTroubleshooting: Include the following:

.1Diagnostic instructions.

.2Test and inspection procedures.

.IMaintenance: Include the following:

.1Inspection procedures.

.2Types of cleaning agents to be used and methods of Cleaning.

.3List of cleaning agents and methods of Cleaning detrimental to product.

.4Procedures for routine cleaning

.5Procedures for preventive maintenance.

.6Procedures for routine maintenance.

.7Instruction on use of special tools.

.JRepairs: Include the following:

.1Diagnosis instructions.

.2Repair instructions.

.3Disassembly; component removal, repair, and replacement; and reassembly instructions.

.4Instructions for identifying parts and components.

.5Review of spare parts needed for operation and maintenance.

PART 2 -PRODUCTS (Not Used)

PART 3 -EXECUTION

3.01PREPARATION

.AAssemble educational materials necessary for instruction, including documentation and training module.

.BAssemble training modules into a combined training manual.

.CSet up instructional equipment at instruction location.

3.02INSTRUCTION

.AContractor must provide Training Facilitator, Instructors, and Videotape cameraman.

.BContractor must employ media-based training aids such as videos, hand-outs, power-point presentations.

.COwner will furnish personnel to describe:

.1Basis of system design

.2Operational requirements, criteria, and regulatory requirements.

.3Owner's operational philosophy.

.DOwner will furnish Contractor with names and positions of participants

.EScheduling

.1Provide instruction at mutually agreed on times.

.2For equipment that requires seasonal operation, provide similar instruction at start of each season.

.3Schedule training with Owner at least twenty-one (21) Days in advance of the training.

.FDemonstration and Training Video

.1Record each training module separately.

.2Include classroom instructions and demonstrations, board diagrams, and other visual aids, but not student practice.

.3At beginning of each training module, record each chart containing learning objective and lesson outline.

.GCleanup

.1Collect used and leftover educational materials and [remove from Site] [give to Owner].

.2Remove instructional equipment.

.3Restore systems and equipment to condition existing before initial training use.

3.03SUBMITTALS

.AInstruction Program

.1At least six (6) weeks prior to scheduled training, submit four (4) copies of an outline of instructional program for demonstration and training, including a schedule of proposed dates, times, length of instruction time, and instructors' names for each training module.

.2Include learning objective and outline for each training module.

.BQualification Data

.1Training Facilitator

.aAt lease six weeks prior to training, submit four (4) copies of the qualifications of Training Facilitator

.bInclude lists of completed projects with project names and addresses, names and addresses of architects and Owners, and other information specified

.2Instructors

.aAt lease six weeks prior to training, submit four (4) copies of the qualifications of all Instructors

.bInclude lists of completed projects with project names and addresses, names and addresses of architects and Owners, and other information specified

.3Camera Operator

.aAt lease six weeks prior to training, submit four (4) copies of the qualifications of Videotape camera operator.

.bInclude lists of completed projects with project names and addresses, names and addresses of architects and Owners, and other information specified.

.cInclude list of Videotape equipment that will be used

.CAttendance Record: For each training module, submit three (3) copies of the list of participants and length of instruction time.

.DDemonstration and Training Videotape: At end of each training module submit three (3) copies of the Demonstration and Training Videotape(s).

PART 4 -FORMS (Not Used)

END OF SECTION 01820

01820-1

MASTER Project Manual Version 9.2 –February, 2009