The maintenance staff needs to undergo systems operation training for equipment’s and systems involved in the running of the building efficiently. The training program includes system manual, operation and maintenance (O&M) documentation and record drawings.

CALGreen Code Section 5.410.2.5.2: Systems operations training. [N]

A program for training of the appropriate maintenance staff for each equipment type and/or system shall be documented in the commissioning report and shall include the following:

1. System/equipment overview (what it is, what it does and with what other systems and/or equipment it interfaces).

2. Review and demonstration of servicing/preventive maintenance.

3. Review of the information in the systems manual.

4. Review of the record drawings on the system/equipment.

Intent:

The systems operation training verifies that a program is developed to provide training to the appropriate maintenance staff for each equipment type and/or system and that this program is documented in the commissioning report. The systems operations training program is specified in the project specifications for the major systems listed. The System Manual, operation and maintenance (O&M) documentation and record drawings are prepared and available to the maintenance staff prior to implementation of any training or the development of a written training program. The training program is to be administered when the appropriate maintenance staff is made available to receive training.

Note: See Chapter 8 of this guide for forms and templates.

Compliance Method:

Compliance can be achieved by documenting in the commissioning report the systems operations training, for the elements listed in the code, given to appropriate staff and approving the systems operations training form (see note above).

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 (on-site, off-site, manufacturer’s or vendor’s facility); attendance forms; training materials; and description on how the training will be archived for future use.

Systems operations training shall be included in the commissioning report for each equipment type and/or system and shall include the following:

1. Systems/equipment overview:

• Review the OPR and BOD related to the major systems and equipment.

• Describe system type and configuration.

• Explain operation of all major systems and equipment and how they interface with other systems and equipment.

• Describe operation of critical devices, controls and accessories.

• Review location of the major systems and equipment.

• Describe operation of control system for each system, location of critical control elements, and procedures to properly operate control system.

• Review recommendations for implementation to reduce water use.

2. Review and demonstration of servicing/preventive maintenance:

• Explain location or delivery contact of the operation and maintenance manuals.

• Review of all manufacturers’ recommended maintenance activities to maintain warranties.

• Review and demonstrate frequent maintenance activities and suggested schedule.

• Review and demonstrate typical servicing procedures and techniques (electrical current, pressure, and flow readings, etc.; calibration procedures, point trending, power fail restart procedures, etc.).

• Locate, observe and identify major equipment, systems, accessories and controls.

• Review emergency shutoffs and procedures.

3. Review of the information in the Systems Manual:

• Describe use of Systems Manual.

• Review elements of Systems Manual.

• Explain how to update and add revisions to Systems Manual.

4. Review of record drawings on the systems/equipment:

• Explain location or delivery contact of the record drawings.

• Review record drawings, revisions, and changes to original design drawings.

• Review equipment schedules and compare with actual installed systems.

Enforcement:

Plan intake: This code requirement review occurs at the end of construction so it cannot be addressed during plan check. However, systems operations training will be provided at the end of construction for inspector review.

On-site enforcement: The inspector should verify demonstrated compliance during on-site enforcement by the following:

1. In the event appropriate maintenance staff is made available to receive training for each equipment type and/or system installed in the building, provide the following:

• Receipt of a copy of the written training program and completed attendance forms; or

• Receipt of a form signed by the owner or owner’s representative attesting that the training program and delivery of training has been completed.

2. In the event appropriate maintenance staff are unavailable to receive training for each equipment type and/or system installed in the building, provide the following:

• Receipt of a copy of the training program provided to the owner or owner’s representative; or

• Receipt of a form signed by the owner or owner’s representative attesting that the written training program has been provided.

(Excerpted from ‘Guide to the 2019 California Green Building Standards Code Nonresidential’ – Chapter 5)