PSPC Commissioning Manual (CP.1)

Appendix A - Sample of Training Plan

Note: This is a sample (only) of the type of Training Plan which might be used with a project for upgrading, extending, and replacing existing laboratory facilities.

Table of Contents:

  1. General
  2. Development of Training Plan
  3. Responsibilities
  4. Instructors
  5. Trainees
  6. Prerequisite Skills and Qualifications of trainees
  7. Scheduling of training
  8. Details of training
  9. Training materials
  10. Videotaping
  11. Standard of training
  12. Limitations
  13. Demonstrations
  14. Manufacturers' video-based training

1. General

The following is the Preliminary Training Plan and will be developed in greater detail as design progresses and as the Working Documents are developed.

The commissioning schedule prepared by the Contractor will indicate in detail how training will be implemented, the duration of each training session, the trainers, trainees, etc.

2. Development of Training Plan

The Training Plan shall be complete [within 3 months after award of Contract] [before construction contract is 50% complete].

3. Responsibilities

The Designer will be responsible for training and will monitor all training activities including:

  1. Preparation of agenda and outlines
  2. Videotaping of all sessions

The Contractor will be responsible for implementation of training activities, quality of instruction and training materials and for coordination among the instructors.

4. Instructors

Instructors and trainers will include the Designer, Contractor, factory-trained and certified equipment suppliers and manufacturers, factory-trained and certified maintenance specialist personnel and the service contractors holding service contracts for the following:

  • EMCS
  • fire alarm systems
  • security systems
  • lighting control systems
  • elevators

and any service contracts that may be implemented during this project.

5. Trainees

These will include the Facility (Property) Manager, building operators, maintenance staff, security staff, technical specialists as necessary and facility occupants as necessary.

The following is a list of O&M personnel, property management staff and others requiring requisite training: the Commissioning Manager will coordinate their attendance at agreed-upon times (typical for Parliamentary Precinct projects):

  • Facility Property Manager (already in place) 1
  • Operating staff: Building operators (already in place) 7-8
  • Maintenance staff: Plouffe Park shops ??
  • Maintenance staff: Building Maintenance (already in place) 7-8
  • Service contractors (e.g. cleaning) not known
  • Security staff (already in place)

6. Prerequisite Skills and Qualifications of trainees

To be specified.

7. Scheduling of training

Training sessions relating to the design philosophy:

  1. These are to be given by the Designer and shall be presented within three months after award of contract. This will permit all involved in the construction and future operation of this facility to become familiar with all aspects of the design philosophy.
  2. If the O&M personnel have not been identified or are not available at this time, these sessions will be repeated during the Contractor-led training sessions.

All training will be completed prior to issuance of the Interim Certificate.

8. Details of training

Training will meet all identified qualification requirements of installed equipment and systems. Training will include:

  1. All aspects of operation under all normal, emergency and "what-if" modes, over the full range of operating ranges.
  2. Detailed maintenance, troubleshooting, regular, preventive and emergency maintenance.
    Training will consist of the following elements, to be completed, with demonstration of completeness, before date of acceptance:
    1. Random on-site familiarization and observations during construction, installation, layout of equipment, systems and components, start-up and testing of the work, access to approved shop drawings, equipment operating and maintenance data. On-site observations will include still-photo records as deemed necessary by the O&M personnel – particularly of concealed elements.
    2. Hands-on instruction relating to start-up; shut-down; emergency procedures; features of controls; monitoring; servicing; maintenance; performance verification and commissioning; reasons for, results of and implications on associated systems of adjustment of set points of control, limit and safety devices; interaction among systems during integrated operation; and troubleshooting diagnostics. Other elements will include system operating sequences, step-by-step directions for operation of valves, dampers, switches, adjustment of control settings and other specialized training relating to installed systems. Duration will be as specified in the commissioning specifications.
    3. Formal classroom sessions relating to functional and operational requirements, system philosophy, limitations of each system, and operation and use of Building Management Manual. Duration of these sessions will be as specified in the commissioning specifications, using space to be identified.
    4. Location of training to be determined.
    5. Training sessions on design philosophy will include:
      1. overview of how each system is intended to operate
      2. description of design parameters and operating requirements
      3. description of operating strategies
      4. information to assist in troubleshooting system operating problems

9. Training materials

Training materials will be in a form permitting future training procedures to be in the same degree of detail and will include at least the following:

  1. "As-built" contract documents
  2. Building Management Manual
  3. TAB and PV Reports
  4. Transparencies for overhead projectors and 35 mm slides
  5. Manufacturers' training videos (after prior screening for suitability)
  6. Equipment models

10. Videotaping

Hands-on and classroom sessions will be videotaped for future reference and retraining but will be held only after all systems have been fully commissioned. Production will be of professional quality and organized into several short modules to permit incorporation of changes.
(Note any requirements for training Owner, Investor or User.)

11. Standard of training

Training will be in sufficient detail and of sufficient duration to ensure:

  1. Safe, reliable, cost-effective, energy-efficient operation of all systems in normal and emergency modes and under all conditions
  2. Effective ongoing inspection, measurements of system performance
  3. Proper preventive maintenance diagnosis, troubleshooting
  4. Ability to update documentation
  5. Ability to operate equipment and systems under emergency conditions until appropriate qualified assistance arrives

12. Limitations

Long-term ongoing training will not be included. However, the training courses and training materials will permit further ongoing training as well as training of new personnel.

13. Demonstrations

Training will include demonstrations by the trained personnel to show their confidence in, and depth of understanding of, all installed systems and equipment and to demonstrate completeness of their training.

14. Manufacturers' video-based training

Video will be used as training tool after Engineer's review of videos and written approval at least three months prior to static completion. To be included in Construction and Completion Schedule.

End of Sample Training Plan

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