OWNER TRAINING REQUIREMENTS
OVERVIEW
This document describes the objectives of the various sessions, lectures, and/or
demonstrations that will compose the owner training program as it relates to the
commissioned systems. It outlines the following:
▪ Which systems will be provided with a training session
▪ Agenda of training session
▪ Training materials
▪ Who will provide the training session
▪ Who will attend the training session
▪ Form(s) to be completed upon completion of training
Training will occur onsite within (3) months of occupancy and must be recorded
by the trainer upon request from the owner. The Commissioning Authority will be
notified of the training date by the owner prior to the training, and provided with
the attendance list by the trainer upon completion of the training. The owner
training requirements have been created by the Commissioning Authority with
direction from the owner’s representative. (please note that owner training does not take
the place of project closeout documents required by the construction documents)
TRAINING SESSIONS
Up to (1) full day of training will occur on each of the following systems:
▪ HVAC & Associated Controls
▪ Lighting Controls
▪ Domestic Hot Water
Agenda of the training sessions are as follows:
▪ General familiarization and operating procedure with associated system
▪ Occupant controllability and the effect on Indoor Environmental Quality
▪ Interaction with other system(s) – if applicable
▪ Recommended preventative maintenance procedures and frequency
▪ Contact of entity(s) responsible for ongoing maintenance/repair
▪ Procedure to identify and resolve future issues
Project Name
OWNER TRAINING REQUIREMENTS
Training materials may include the following:
▪ Operation and Maintenance manuals
▪ Issues log and resolution plan
▪ Field equipment/tools as required to demonstrate operation of equipment
▪ Preventative maintenance plan
Trainer(s):
▪ Installing contractor
▪ Controls contractor
▪ Equipment vendors (if requested by owner)
▪ Service contractor (if requested by owner)
Attendee(s):
▪ Owner’s representative
▪ Building engineer
▪ Office manager
▪ Office staff – as applicable
See attached form that is required to be completed and sent to the
Commissioning Authority by the trainer upon completion of the owner training
sessions.
Project Name
LEED Project Name
OWNER TRAINING VERIFICATION
Trainer Company
Trainer Company
Trainer Company
Trainer Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Attendee Company
Training Materials
O & M manuals Issues Log & Resolution Plan
Field Equipment Preventative Maintenance Plan
Other
LEED Project Owner Training
Name Date of Training
LEED Project Name
OWNER TRAINING VERIFICATION
AGENDA ‐ HVAC & Associated Controls
General familiarization and operating procedure with associated system
Occupant controllability and the effect on Indoor Environmental Quality
Interaction with other system(s) ‐ if applicable
Recommended preventative maintenance procedures and frequency
Contact of entity responsible for ongoing maintenance/repair
Procedure to identify and resolve future issues
Other
AGENDA ‐ Lighting Controls
General familiarization and operating procedure with associated system
Occupant controllability and the effect on Indoor Environmental Quality
Interaction with other system(s) ‐ if applicable
Recommended preventative maintenance procedures and frequency
Contact of entity responsible for ongoing maintenance/repair
Procedure to identify and resolve future issues
Other
LEED Project Owner Training
Name Date of Training
LEED Project Name
OWNER TRAINING VERIFICATION
AGENDA ‐ Domestic Hot Water
General familiarization and operating procedure with associated system
Occupant controllability and the effect on Indoor Environmental Quality
Interaction with other system(s) ‐ if applicable
Recommended preventative maintenance procedures and frequency
Contact of entity responsible for ongoing maintenance/repair
Procedure to identify and resolve future issues
Other
Comments
LEED Project Owner Training
Name
Date of Training
