System Operations Training Compliance Form – Above Green

CALGreen Commissioning Requirement 5.410.2.5.2, System Operations Training
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 developed and documented in the commissioning report and shall include the following.
(See elements checklist below.)
The written training program includes the checked elements listed below.

	TRAINING PROGRAM ELEMENTS	INCLUDED
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 and preventive maintenance	□
3.	Review of the information in the systems manual	□
4.	Review of the record drawings on the system/equipment	□

The owner or owner's representative attests that when the appropriate maintenance staff are made available prior to certificate of occupancy that the written training program was executed with these staff. Or, if appropriate maintenance staff are not available, that the written training program was submitted and approved by the owner or owner's representative.


Owner or Owner's Representative Signature		Date

THIS FORM IS TO BE COMPLETED PRIOR TO INSPECTION
Project Address: _________________________________________________________
Permit Number: _____________________________

Part One: Systems Manual

ITEM #	SYSTEMS MANUAL ELEMENTS	PAGE NUMBER IN MANUAL
	SITE INFORMATION
1	General (i.e., address, acreage, local utility information, other)
2	Facility description (i.e., use/function, square footage, occupancy type, construction type, basis of design, location of major systems and equipment)
3	Project history (i.e., project requirements (BOD/OPR), project undocumented events, record drawings and documents, final control drawings and schematics, final control sequences, construction documents)
4	Current requirements (i.e., building operating schedules, space temperature, humidity, pressure, CO₂ setpoints, summer and winter setback schedules, chilled and hot water temperatures, as-built control setpoints and parameters)
	SITE CONTACT INFORMATION
5	Owner information
6	Emergency contacts
7	Design team (i.e., architect, mechanical engineer, electrical engineer, other)
8	Prime contractor contact information
9	Subcontractor information
10	Equipment supplier contact information
	BASIC OPERATIONS AND MAINTENANCE
11	Basic operation (i.e., narratives of basic equipment operation, interfaces, interlocks and interaction with other equipment and systems, initial maintenance provided by the contractor)
12	General site-operating schedules (i.e., instructions for changes in major system operating schedules, instructions for changes in major system holiday and weekend schedules)
13	Basic troubleshooting (i.e., cite recommended troubleshooting procedures specific to major systems and equipment, manual operation procedures, standby/backup/bypass operation procedures, major system power fail resets and restarts, trend log listing)
14	Recommended maintenance events log (i.e., HVAC air filler replacement schedule and log, building control system sensor calibration schedule and log)
15	Operation and maintenance manuals (location or delivery information)
	MAJOR SYSTEMS
19	Water heating systems
20	Landscape irrigation systems (i.e., water distribution diagrams and control system)
21	Water reuse systems (i.e., reclaimed water system for indoor use, reclaimed water for irrigation use)
	SITE EQUIPMENT INVENTORY AND MAINTENANCE NOTES
22	Spare parts inventory
23	Frequently required parts and supplies
24	Special equipment required to operate or maintain systems
25	Special tools required to operate or maintain systems
	SPECIAL INSPECTIONS
26	Copies of all special inspection verifications required by the enforcing agency of this code
	OTHER
27	Other resources and documentation

Part Two: Training

ITEM #	TRAINING PROGRAM ELEMENTS	PAGE NUMBER IN TRAINING DOCUMENT
1	System/equipment overview (i.e., what it is, what it does, and with what other systems and/or equipment it interfaces)
2	Review and demonstration of servicing and preventative maintenance
3	Review of the information in the systems manual
4	Review of the record drawings on the system/equipment

Owner/Owner's Representative Acknowledgment □ Documentation of the operation aspects of the building shall be completed within the systems manual and delivered to the building owner or representative and facilities operator. The systems manual includes the elements listed in part one of this form; or □When the appropriate maintenance staff is made available prior to the certificate of occupancy, the written training program will be executed to these staff. The written training program includes the elements listed in part two of this form.
Name: _______________________________		□ Owner	□ Owner's Representative
Company Name (if applicable): _______________________________
Signature: _______________________________	Date: ___________