Part 8D Designing Effective O&M Training Programs

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1 Part 8D Designing Effective O&M Training Programs Prepared by: Kenneth M. van Dissel, P.E. Director of Engineering South Coast Plaza Costa Mesa, California

2 The Purpose of Building Operation and Maintenance Is to oversee the acquisition, installation, operation, maintenance and disposition of building systems.

3 Ingredients of a Training Program Needs Assessment Evaluation of Present Competency & Performance Training Goals and Criteria Training Strategies On-going and Continuing Education

4 Needs Assessment

5 Needs Assessment Inventory of system types used in the building. Mechanical, Electrical, Plumbing Glazing, Insulation, Roofing, Landscaping Active or Passive Operational Goals and Criteria In House maintenance Out Sourced maintenance Other mandatory compliance requirements Safety Waste Management

6 Operational Goals and Objectives Produce Effective Programs for Preventive Maintenance Predictive Maintenance Corrective Maintenance

7 Types of Maintenance Programs Preventive Predictive Corrective

8 In House Task Handling MAINTENANCE or REPAIR TASK IN HOUSE OUT SOURCE

9 Unplanned Engine Repair

10 Out Sourced Task Handling MAINTENANCE or REPAIR TASK IN HOUSE OUT SOURCE

11 Other Mandatory Compliance Requirements Safety Programs Required by SB198 Material Data Safety Sheets Identification, Marking and Recordkeeping Refrigerant Handling EPA Licensing, Management Program Waste Management E Waste, Cardboard, Demolition

12 Evaluation of Competency and Performance

13 Evaluation of Competency and Performance Skills Assessment Staff Education and Qualification Compatibility of experience and skills with planned building design. Capability and availability of staff to perform desired tasks.

14 Controller Installation

15 Cooling Tower Maintenance

16 Training Goals and Criteria

17 Training Goals Example Training Goals for Sustainable Building Performance Monitor building energy consumption Working knowledge of software tools for monitoring building energy consumption Reduce the quantity of water needed for the building Eliminate, reduce and manage the sources of indoor pollution Establish energy efficiency and system performance

18 Training Criteria Training should be tailored to match your staff's education, qualifications and experience. Competence should be demonstrated. Develop skills on non-critical systems first, and after satisfactory performance is achieved, maintenance philosophy can be projected onto more critical systems. Staff members should develop each other's skill level.

19 Training Delivery Strategies Consider Venue Pairing/Mentoring/Cross-training with peers Develop In-House Centers of Competence New job assignments Cross-training or rotation within the organization Continuing education classes Vendor equipment-specific training Self-study

20 Fire Hose Training

21 Training Delivery Strategies Involvement of Maintenance Team in design phase Accessibility and Clearance around Equipment and Fixtures. Involve Maintenance Team in commissioning phase

22 Air Handler Commissioning

23 Available Resources for Training Contractors Vendors/Suppliers Manufacturers Consultants Centers of Competence

24 On-going and Continuing Education

25 On-going and Continuing Education Continuing Education may be required for renewal of some permits/licenses. Technology Evolves. New Product Development New Equipment New Methods New Materials

26 Air Handling Unit Replacement

27 Centers of Competence Vit Dispanurat Yaskawa [805] Variable Frequency Drives Steve Hitt Trane [626] Chillers, Absorbers Ken Hopkins Emcor [949] DX Equipment Cyrus Gilani Delta Power [714] Switchgear Maintenance Saad Tarabein Homeyer - [949] Water Treatment

28 Water Treatment

29 South Coast Plaza Engineering

30 Resources for Facility Managers IFMA s Certified Facility Manager (CFM) BOMA s Facility Management Admin (FMA) AEE s Certified Energy Manager (CEM) AFE Certified Plant Engineer (CPE)

31 For O&M Staff North American Technical Excellence (NATE) for service techs Union of Operating Engineers (IUOE) (Check local union chapter for training schedule) BOMA s System Maintenance Admin (SMA) Building Operator Certification (BOC)

32 Other Educational Tools Trade Journals Heating Piping and Air Conditioning Engineered Systems Plant Engineering Design News O&M Manuals Installation Instructions Service Manuals On-Line Programs

33 Review How will/does facility management occur in your project building? Will/has the FM team been involved in the design phase? What experience does the FM have with operating and maintaining sustainable buildings? What do they need to know to ensure performance of the sustainable features of the building once it s occupied?

34 Additional Resources Portland Energy Conservation Inc. Building Commissioning: The Key to Quality Assurance, (for existing buildings) commissioningguide.pdf Home Performance Power: Fannie Mae s Guide to Buying and Maintaining a Green Home FANNIE, Monday through Friday, from 9:00 am. to 5:00 p.m. EST

35 The End

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