SECTION 017900

DEMONSTRATION AND TRAINING

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and

Supplementary
B. Conditions and other Specification Sections, apply to this Section.

1.2 SUMMARY

A. This section covers the requirements for preparing, administering, and conducting a
training program in English for the Employer - nominated operator (as applicable),
maintenance supervisor and instructor trainees in the operation, maintenance, and
computer software programming of the system. Training shall be of sufficient scope
and depth to ensure that all operations, maintenance, and computer software trainees
who complete the training program will be fully qualified, certified and capable of
operating and/or maintaining the system/subsystems as installed under this Contract.
The program shall provide the training, orientation, and familiarization necessary to
ensure a smooth transition between system installation and operations activities
B. This Section includes administrative and procedural requirements for instructing
Employer’s personnel, including the following:
1. Demonstration of operation of systems, subsystems and equipment.
2. Training in operation and maintenance of systems, subsystems and equipment.
3. Demonstration and training video recordings.
C. Related Sections:
1. All Sections for specific requirements for demonstration and training for
products in those Sections.
D. Two copies of submittals required by this Part shall be supplied to Construction
Manager /Employer Authorized Representative for review not later than ninety (90)
days prior to scheduled start of each formal training course. Thirty (30) days shall be
allowed for such review. Training shall be performed only in accordance with such
reviewed and approved training program submittals. All training aids proposed for use
in the program shall be available for inspection prior to commencement of training.
Upon completion of the training program, the training aids, tools, test equipment,
training manuals and other materials relating to the program shall be handed over to
the Employer.
E. When short familiarization courses are offered to the Contractor by the equipment
manufacturer/vendor as a common industry practice at no extra cost to the
Contractor, then the Contractor shall make arrangements for the Employer’s
nominated staff to attend such courses at no additional cost to the Employer.

1.3 SUBMITTALS

A. Instruction Program: Submit for the Construction Manager's approval, two copies of
the outline of the instructional program for demonstration and training, including a list
of training modules and a schedule of proposed dates, times, length of instruction
time and instructors' names for each training module. Include learning objective and
outline for each training module.
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 1. Indicate proposed training modules utilizing manufacturer-produced
demonstration and training video recordings for systems, equipment and
products in lieu of video recording of live instructional module.
2. Include for providing instruction at the start of each season for equipment that
requires seasonal operation and maintenance.
B. A training program stating all program courses and activities, and their individual
duration, sequence, and interrelationships.
C. A narrative description of each course, including its purpose, technical scope, and the
number of hours from start of course to trainee certification.
D. Current résumés of training and technical personnel who will be assigned to the
classroom and/or on-the-job (hands-on) phases of training. Résumés shall be
identified by course.
E. The ratio of training and technical personnel to trainees for both classroom and on-
the-job phases of each course.
F. A narrative (verbal) and graphic (pictorial) explanation of the system's operational
scheme and features that will be covered in the Operations-related courses.
G. A narrative (verbal) and graphic (pictorial) explanation of the system's operational and
maintenance schemes that will be covered in the maintenance-related courses.
H. A comprehensive training manual for each course in the form and content that will be
used in both classroom and on-the-job phases of training. In addition to other
information, the manual shall contain an agenda, the hours devoted to each
topic/subject and the objectives for each lesson. Such manual shall be prepared in
English.
I. A descriptive listing, by course, of all training aids to be used during both classroom
and on-the-job phases of training.
J. A narrative description of the practices to be followed to measure, record and report
each trainee's progress and proficiency on completion of formal training. Also, a
description of the method(s) to be used to certify trainees as being capable to operate
and/or maintain the system/subsystem.
K. Samples of written examinations to be used for each course.
L. A narrative description of the methods proposed to provide make-up instruction for
trainees who miss training sessions due to illness or approved absences.
M. A bibliography containing a listing of reference publications to be used in conjunction
with classroom and on-the-job training.
N. Attendance Record: For each training module, submit list of participants and length of
instruction time.
O. Evaluations: For each participant and for each training module, submit results and
documentation of performance-based test.

1.4 EMPLOYER-NOMINATED STAFF

A. Employer will nominate staff to receive training. Such trainees may be expected to be
familiar with the fundamental concepts of the operation and maintenance of similar
systems and be basically qualified in both written and spoken English. Each trainee
will be designated by the Employer in one of the three categories (trainee, supervisor-
trainee, or instructor-trainee) for operations, maintenance, or computer software
training.

1.5 ASSISTANCE TO KEY TECHNICAL PERSONNEL

A. All key technical personnel of the Contractor shall have a general responsibility to
assist Employer-nominated trainees in conducting training for the operations and
maintenance of the system/subsystem and equipment. Such assistance shall be a
part of their duties and shall be included in their job descriptions.

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1.6 QUALIFICATIONS OF TRAINING PERSONNEL

A. Personnel designated to conduct training shall be fully qualified and shall have a
minimum of three years’ experience with the system/subsystems as installed, or
comparable successful experience as a trainer.

1.7 CLOSEOUT SUBMITTALS

A. Demonstration and Training Video Recordings: Submit five copies within seven days
of end of each training module.
1. Identification: On each copy, provide an applied label with the following
information:
a) Name of Project.
b) Name and address of videographer.
c) Name of Architect.
d) Name of Construction Manager.
e) Name of Contractor.
f) Date of video recording.
2. Transcript: Prepared on A4 paper, punched and bound in heavy-duty, three-ring
vinyl-covered binders. Mark appropriate identification on front and spine of each
binder. Include a cover sheet with same label information as the corresponding
video recording. Include name of Project and date of video recording on each
page.
3. At completion of training, submit complete training manual(s) for Employer’s
use.

1.8 QUALITY ASSURANCE

A. Facilitator Qualifications: A firm or individual experienced in training or educating

maintenance personnel in a training program similar in content and extent to that
indicated for this Project, and whose work has resulted in training or education with a
record of successful learning performance.
B. Instructor Qualifications: A factory-authorized service representative, complying with
requirements in Division 01 Section "Quality Requirements," experienced in operation
and maintenance procedures and training.
C. Videographer Qualifications: A professional videographer who is experienced
photographing demonstration and training events similar to those required.
D. Review methods and procedures related to demonstration and training including, but
not limited to, the following:
1. Inspect and discuss locations and other facilities required for instruction.
2. Review and finalize instruction schedule and verify availability of educational
materials, instructors' personnel, audiovisual equipment and facilities needed to
avoid delays.
3. Review required content of instruction.
4. For instruction that must occur outside, review weather and forecasted weather
conditions and procedures to follow if conditions are unfavorable.

1.9 COORDINATION

A. Coordinate instruction schedule with Employer's operations. Adjust schedule as

required to minimize disrupting Employer's operations.
B. Coordinate instructors, including providing notification of dates, times, length of
instruction time and course content.
C. Coordinate content of training modules with content of approved emergency,
operation and maintenance manuals. Do not submit instruction program until

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 operation and maintenance data has been reviewed and approved by Construction
Manager.

PART 2 - PRODUCTS

2.1 NSTRUCTION PROGRAM

A. Scope: Training shall be of sufficient scope to ensure that all trainees who complete
the program will be certified as capable to operate and/or maintain the equipment,
systems and facilities furnished and installed under this contract, and to ensure a
smooth transition between construction and operation activities.
B. Individual Specification Sections include requirements for demonstration and training.
Architect may elect to furnish report to Contractor listing applicable sections and
requirements to facilitate development of instruction program; see Evaluations.
C. Program Structure: Develop an instruction program that includes individual training
modules for each system and for equipment not part of a system, as required by
individual Specification Sections and include, by no way of limitation, for the following:
1. Motorized doors, including overhead coiling doors, overhead coiling grilles and
automatic entrance doors.
2. Equipment, including stage equipment, projection screens, loading dock
equipment, waste compactors, food-service equipment and fume hoods.
3. Fire-protection systems, including fire alarm, fire pumps and fire-extinguishing
systems.
4. Intrusion detection systems.
5. Conveying systems, including elevators, lifts, escalators, chutes and cranes.
6. Heat generation, including boilers, feedwater equipment, pumps, steam
distribution piping and water distribution piping.
7. Refrigeration systems, including chillers, cooling towers, condensers, pumps
and distribution piping.
8. HVAC systems, including fan coils, air-handling equipment, air distribution
systems and terminal equipment and devices.
9. HVAC instrumentation and controls management and control system
10. Electrical service and distribution, including transformers, switchboards,
panelboards, uninterruptible power supplies and motor controls.
11. Packaged engine generators, including transfer switches.
12. Lighting equipment and controls.
13. Communication systems, including intercommunication equipment, surveillance,
clocks and programming, voice and data and television equipment.
14. Lightning protection installation.

2.2 2.2 TRAINING PROGRAM

A. Scope: Training shall be in sufficient scope to ensure that all trainees who complete
the program will be certified as capable to operate and/or maintain the equipment,
systems, and facilities furnished and installed under this contract, and to ensure a
smooth transition between construction and operation activities.
B. Language: Training shall be conducted in English. Course material shall be written in
English.
C. Program Structure: Develop an instruction program that includes individual training
modules for each system and equipment not part of a system, as required by
individual Specification Sections.
D. Training Modules: Develop a learning objective and teaching outline for each module.
E. Include a description of specific skills and knowledge that the participant is expected
to master. For each module, include instruction for the following as applicable to the

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system, equipment, or component:
1. Basis of System Design, Operational Requirements and Criteria, including the
following:
a) System, subsystem and equipment descriptions.
b) Performance and design criteria.
c) Operating standards.
d) Regulatory requirements.
e) Equipment function.
f) Operating characteristics.
g) Limiting conditions.
h) Performance curves.
2. Documentation: Review the following items in detail:
a) Emergency manuals.
b) Operations manuals.
c) Maintenance manuals.
d) Project record documents.
e) Identification systems.
f) Warranties and bonds.
g) Maintenance service agreements and similar continuing commitments.
3. Emergencies: Include the following, as applicable:
a) Instructions on meaning of warnings, trouble indications and error
messages.
b) Instructions on stopping.
c) Shutdown instructions for each type of emergency.
d) Operating instructions for conditions outside of normal operating limits.
e) Sequences for electric or electronic systems.
f) Special operating instructions and procedures.
4. Operations: Include the following, as applicable:
a) Startup procedures.
b) Equipment or system break-in procedures.
c) Routine and normal operating instructions.
d) Regulation and control procedures.
e) Control sequences.
f) Safety procedures.
g) Instructions on stopping.
h) Normal shutdown instructions.
i) Operating procedures for emergencies.
j) Operating procedures for system, subsystem, or equipment failure.
k) Seasonal and weekend operating instructions.
l) Required sequences for electric or electronic systems.
m) Special operating instructions and procedures.
5. Adjustments: Include the following:
a) Alignments.
b) Checking adjustments.
c) Noise and vibration adjustments.
d) Economy and efficiency adjustments.
6. Troubleshooting: Include the following:
a) Diagnostic instructions.
b) Test and inspection procedures.
7. Maintenance: Include the following:
a) Inspection procedures.
b) Types of cleaning agents to be used and methods of cleaning.
c) List of cleaning agents and methods of cleaning detrimental to product.
d) Procedures for routine cleaning
e) Procedures for preventive maintenance.
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 f) Procedures for routine maintenance.
g) Instruction on use of special tools.
8. Repairs: Include the following:
a) Diagnosis instructions.
b) Repair instructions.
c) Disassembly; component removal, repair and replacement; and
reassembly instructions.
d) Instructions for identifying parts and components.
e) Review of spare parts needed for operation and maintenance.

2.3 TRAINING AIDS

A. Training aids shall include:

1. approved operation and maintenance (O&M) manual(s) prepared by the
Contractor as part of this Contract;
2. training manuals, including course outline, basic text of instructions modules,
and trainee workbook;
3. films, slides and video tape(s);
4. charts, models, hand-outs, catalogues, samples; and
5. other visual and written aids to complement instruction. In addition, spare parts
and other special hardware shall be provided to support "hands-on"
familiarization with the equipment or systems.

2.4 TRAINING MANUALS

A. Training manuals in English shall be provided for each training course covering both
the classroom and on-the-job phases. The organization of the manuals shall follow
the same sequence as the course's scheduled presentation of material, providing
such additional background and supplementary information as a trainee may need to
understand the O&M manuals. The training manuals shall contain course agenda,
schedule of hours devoted to each topic or subject, and objectives for each lesson.

2.5 DISPOSITION

A. Upon completion of the training program, all training aids, test equipment and similar
items provided by the Contractor for this training program shall become the property
of the Employer.

PART 3 - EXECUTION

3.1 PREPARATION

A. Assemble educational materials necessary for instruction, including documentation

and training module. Assemble training modules into a combined training manual.
B. Set up instructional equipment at instruction location.
C. Scheduling: Provide instruction at mutually agreed-on times. For equipment that
requires seasonal operation, provide similar instruction at start of each season.
1. Schedule training with the Employer, through the Construction Manager, with at
least seven days' advance notice.
D. SCOPE:
1. Training shall be performed in accordance with an approved training program.
All training aids shall be available and approved prior to start of training.
2. Each training course shall usually include classroom (theoretical) training and
on- the-object (hands-on) training to provide practical experience. Where

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 system/subsystem interfaces occur, such as with equipment or facilities
furnished under other contracts, the Contractor shall cooperate with and assist
the Employer/Construction Manager in coordinating timing and scheduling of
training so that trainees can be made familiar with the operation and
maintenance of the system subsystem as a complete, in-place, operating unit.
3. Laboratory equipment, spare parts, and mock-up models may be used for
theoretical orientation. However, practical "hands-on" familiarization shall be
provided on equipment that is either installed and operable or ready to be
installed and capable of being operated. System spares of special hardware
items may be used to support "hands-on" familiarization as long as said spares
are returned to inventory in satisfactory condition in accordance with approved
procedures.
E. Proficiency: At designated intervals, each trainee's proficiency level shall be
determined by written, oral and practical performance tests.
F. Completion: Upon satisfactory completion of the training, it shall be certified, in
writing, that each trainee, by name, is qualified to operate or maintain the system,
supervise or instruct, as applicable.
G. Make-up Instruction: Make-up instruction shall be scheduled to accommodate shift
work and authorized absences.
H. Training shall be provided using approved programs in the following categories:
1. Operations.
2. Maintenance.
3. Computer Software.
4. Operations – Supervisor.
5. Operations – Instructor.
6. Maintenance – Supervisor.
7. Maintenance – Instructor.
8. Other Categories as may be required by the Contractor's system design.
I. Operations Training: Operators shall be provided with a thorough training in all
aspects of system/subsystem operation under both normal and abnormal conditions.
This training shall include, but not be limited to:
1. Orientation to provide overview of system/subsystem purpose, configuration
and operations.
2. Terminology.
3. Operations theory and interface.
4. Equipment appearance, functions, concepts and operation.
5. Operating modes, practices and procedures under normal and emergency
conditions.
6. Safety precautions.
7. On-the-job operating experience covering all system/subsystem operating
functions, activities and tasks including those associated with degraded
operating modes; failure recognition and recovery processes.
8. Familiarity with the content and use of O&M manuals and related reference
publications.
J. Maintenance Training: Maintenance training shall cover all on-site routine preventive
and remedial maintenance of the system/subsystem. This training shall include, but
not be limited to:
1. Orientation to provide overview of system/subsystem purpose, configuration,
and operations.
2. Terminology.
3. Operations theory and interfaces.
4. Equipment appearance, layout, functions, concepts and operations.
5. Operating modes, practices and procedures under normal and emergency
conditions.
6. Safety precautions.
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 7. Use of tools and test equipment.
8. Preventive maintenance.
9. Troubleshooting, diagnostics and testing.
10. Assembly and disassembly.
11. Repair and parts replacement.
12. Parts ordering practices and storage.
13. Failure and recovery procedures.
14. System/subsystem cabling.
15. Familiarity with and use of O&M manuals and other reference materials.
K. Computer Software Training: Computer software training shall cover the use,
management, development and maintenance of system/subsystem software. This
training shall include, but not be limited to:
1. Orientation to provide overview of system/subsystem concepts, configurations
and operation.
2. Basis programming and software architecture.
3. System executive and utility program.
4. Application program.
5. Modification of command lines codes.
6. Interrupt logic.
7. Intra-and inter system interfaces.
8. Processor system operating procedures.
9. Diagnostics.
10. Communications software.
11. File management.
12. Hands-on training.
13. Safety precautions.
14. Familiarization with and use of O&M manuals and other reference materials.
L. Operations-Supervisor Training: Supplemental and specialized training shall be
provided for supervisor level trainees. This training shall impart the knowledge and
skills necessary to schedule, supervise and improve the proficiency of operating and
computer software personnel.
M. Operations - Instructor Training: Supplemental and specialized training shall be
provided to prepare graduate trainees or nominated instructors successfully to instruct
future trainees in system/subsystem operations and computer software.
N. Maintenance - Supervisor Training: Supplemental and specialized training shall be
provided for supervisory level trainees. This training shall impart the knowledge and
skills necessary to schedule, supervise and improve the proficiency of maintenance
personnel.
O. Maintenance - Instructor Training: Supplemental and specialized training shall be
provided to prepare graduate trainees or nominated instructors successfully to instruct
future trainees in all phases of system/subsystem maintenance.
P. Cleanup: Collect used and leftover educational materials and remove from instruction
location. Remove instructional equipment. Restore systems and equipment to
condition existing before initial training use.

3.2 DEMONSTRATION AND TRAINING VIDEO RECORDINGS

A. General: Engage a qualified commercial videographer to record demonstration and

training video recordings. Record each training module separately. Include classroom
instructions and demonstrations, board diagrams and other visual aids, but not
student practice.
1. At beginning of each training module, record each chart containing learning
objective and lesson outline.
B. Video Recording Format: Provide high-quality color video recordings with menu
navigation in format acceptable to the Construction Manager.
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C. Recording: Mount camera on a tripod before starting recording, unless otherwise
necessary to show area of demonstration and training. Display continuous running
time.
D. Narration: Describe scenes on video recording by dubbing audio narration off-site
after video recording is recorded. Include description of items being viewed.
E. Transcript: Provide a transcript of the narration. Display images and running time
captured from videotape opposite the corresponding narration segment.
F. Pre-Produced Video Recordings: Provide video recordings used as a component of
training modules in same format as recordings of live training.

END OF SECTION

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