ASHRAE_Guideline_0-2019_ - Page 012

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e. Construction record documents, specifications, and

approved submittals f. A list of recommended operational record-keeping procedures, including sample forms, logs, or other means, and a rationale for each g. Ongoing optimization guidance h. O&M manuals, including operating procedures for all

normal, abnormal, and emergency modes of operation; maintenance procedures; parts and recommended spare parts list; troubleshooting guide; and systems schematics (one-line diagrams) i. Training materials j. Cx Report

6.2.7 Training Requirements 6.2.7.1 During the Design Phase, the training requirements of the O&M personnel and occupants are identified relative to the systems and assemblies to be installed in the facility. It is critical that the O&M personnel have the knowledge and skills required to operate the facility to meet the OPR. The occupants need to understand their impact on the use of the facility and its ability to meet the OPR.

6.2.7.2 These training requirements can be obtained using a nominal group technique workshop, interviews, or surveys. The requirements are obtained after the systems and assemblies have been decided on, and prior to issuance of the construction documents, to ensure that the requirements for training are clearly conveyed in the construction documents. The results of the workshop, interviews, or surveys should address the following:

a. The systems, subsystems, equipment, and assemblies for

which training will be required. b. The capabilities and knowledge of the occupants and

O&M personnel. c. The number and type of training sessions. The training

program should be organized into a series of instructional modules, each covering a portion of the facility’s systems, equipment, and assemblies. d. Measurable learning objectives and teaching outlines

should be developed to clearly describe the specific skills and knowledge that the participant is expected to master.

6.2.7.3 The first training session should be general in nature for the O&M personnel and the occupants, and it should review the OPR and the BoD. This provides background on why the facility is being constructed and its limitations.

6.2.7.4 The majority of training should be planned to be accomplished during the Construction Phase and prior to substantial completion.

6.2.7.5 Training during the Occupancy and Operations Phase may be required for certain systems and assemblies to achieve or maintain the OPR.

6.2.7.6 The Systems Manual has a close functional relationship with personnel training. A meaningful and useful training program typically includes using the O&M components of the Systems Manual as the basis of development.

6.2.7.7 Review of documentation during training consists of reviewing the content of emergency, operation, and mainte

nance information; project record documents; system and equipment identification systems; warranties; and maintenance service agreements contained in the Systems Manual. Training should specifically address the following:

a. Emergency instructions and procedures required for oper ating the facility during various emergencies, including step-by-step instructions for each type of emergency b. Operation instructions and procedures required for normal

operation of the facility, including step-by-step instructions for day-to-day operation c. Adjustment instructions for maintaining operational

parameters d. Troubleshooting procedures, including instructions for

diagnosing operating problems and procedures for testing and inspecting e. Maintenance and inspection procedures f. Repair procedures, including instructions for diagnosing problems and for disassembly, component removal, replacement, and reassembly g. Upkeep of the Systems Manual and associated mainte nance documentation and logs

6.2.7.8 In the specifications, as a minimum, define the time requirements for each type of system/assembly that requires demonstration and training, or include an allowance for demonstration and training capabilities. Also include the expected experience and knowledge of the trainer, the number of unique training sessions, the need for repeating the training for multiple shifts, and submittal of training plan, handouts, record of the training, and electronic recording of on-site training.

6.2.7.9 Training materials should include or use the following items:

a. Copy of the training plan, including schedule, syllabus,

and agenda b. Systems Manual c. Manufacturer training manuals d. Electronic media or videotapes of manufacturer or vendor

training and service materials

6.2.8 Review of Design Professional Submittals 6.2.8.1 Complete targeted design reviews at strategic times during the Design Phase. All design issues should be resolved before continuing with design.

6.2.8.2 A targeted design review is composed of four tasks:

a. General quality review of the documents, including legi bility, consistency, and level of completeness b. Coordination between disciplines c. Discipline-specific review for achieving the OPR d. Specification applicability and consistency with OPR and

BoD

6.2.8.3 The general quality of the documents is evaluated by checking for consistent layout and legibility of the design professional submittal and construction documents. Compliance with the OPR, along with ease of use and clarity, are the major issues to check when looking at the complete package.

10 ASHRAE Guideline 0-2019