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MEP Training Plan Template

This document outlines the owner training requirements for various building systems. It states that training will occur within 3 months of occupancy and will cover HVAC and associated controls, lighting controls, and domestic hot water systems. The training sessions will provide an overview of system operation and maintenance, occupant controllability, interaction with other systems, and procedures for maintenance and resolving issues. Training materials may include operation manuals, maintenance plans, and equipment. Installers, controls contractors, and equipment vendors may provide the training. An attendance form must be submitted after each session.

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Regina
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305 views

MEP Training Plan Template

This document outlines the owner training requirements for various building systems. It states that training will occur within 3 months of occupancy and will cover HVAC and associated controls, lighting controls, and domestic hot water systems. The training sessions will provide an overview of system operation and maintenance, occupant controllability, interaction with other systems, and procedures for maintenance and resolving issues. Training materials may include operation manuals, maintenance plans, and equipment. Installers, controls contractors, and equipment vendors may provide the training. An attendance form must be submitted after each session.

Uploaded by

Regina
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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

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