The training of the maintenance staff for each equipment type or system must be documented in the commissioning report. Training materials must include:
1. System and equipment overview (i.e. what is the equipment, its function, and with what other systems or equipment does it interface).
2. Review and demonstrate operation, servicing, and preventive maintenance.
3. Review of the information in the systems manual.
4. Review of the record drawings on the systems and equipment.
The written training program includes:
•Learning goals and objectives for each session.
•Training agenda, topics, and length of instruction for each session.
•Instructor information and qualifications.
•Location of training sessions (onsite, off-site, manufacturer’s or vendor’s facility).
•Attendance forms.
•Training materials.
•Description of how the training will be archived for future use that includes:
A. Systems/equipment overview
1. Review OPR and BOD related to the major systems and equipment
2. Describe system type and configuration
3. Explain operation of all major systems and equipment and how it works with other systems and equipment
4. Describe operation of critical devices, controls, and accessories
5. Review location of the major systems and equipment
6. Describe operation of control system for each system, location of critical control elements, and procedures to properly operate control system
7. Review recommendations for implementation to reduce energy and water use
B. Review and demonstration of servicing/preventive maintenance
1. Explain location or delivery contact of the Operation & Maintenance manuals
2. Review of all manufacturer’s recommended maintenance activities to maintain warranty
3. Review and demonstrate frequent maintenance activities (air filter replacement, lubrication, fan belt inspection and/or replacement, condenser water treatment, etc.), and suggested schedule
4. Review and demonstrate typical service procedures and techniques (electrical current, pressure, flow readings, calibration procedures, point trending, power fail restart procedures, etc.)
5. Locate, observe, and identify major equipment, systems, accessories and controls
6. Review emergency shut-offs and procedures
C. Review the Systems Manual
1. Describe use of Systems Manual
2. Review elements of Systems Manual
3. Explain how to update and add revisions to Systems Manual
D. Review record drawings on the systems/equipment
1. Explain location or delivery contact of the record drawings
2. Review record drawings, revisions, and changes to original design drawings
3. Review equipment schedules and compare with actual installed systems
The building official can confirm compliance during field inspection by:
1. Receipt of a copy of the written training program and completed attendance forms.
2. Receipt of a copy of the training program provided to the owner or owner’s representative.