Section 01820 TRAINING OF OCSD PERSONNEL

Section 01820

_{TRAINING OF OCSD PERSONNEL}

PART 1 - GENERAL

1.1 GENERAL REQUIREMENTS

A. The following Additional General Requirements amend and/or supplement the General Requirements (GRs). In the event of a conflict or contradiction between the Additional General Requirements and General Requirements, the Additional General Requirements shall take precedence, and other provisions of the General Requirements not in conflict shall remain in full force and effect.

1.2 DESCRIPTION

A. This section contains requirements for training OCSD personnel, by persons retained by the CONTRACTOR specifically for the purpose, in the proper operation and maintenance of the equipment and systems installed per these Contract Documents.

1.3 RELATED WORK SPECIFIED ELSEWHERE

A. The requirements of the following sections and divisions apply to the Work of this section. Other sections and divisions of the Specifications, not referenced below, shall also apply to the extent required for proper performance of this Work.

1. Section 01783, Vendor Equipment Manuals

2. Section 01810, Commissioning

1.4 CONTRACTOR SUBMITTALS

A. Provide submittals in accordance with the “Shop Drawing Submittals” section of the General Requirements, except for the number of copies. Submit five (5) copies: three (3) copies for OCSD’s use and two (2) copies which shall be returned to the CONTRACTOR.

B. In addition, within one (1) week after each session, provide one (1) complete set of original lesson plans, training manuals, handouts, visual aids, and reference material to the ENGINEER. This set shall be properly organized and suitably bound for easy reproduction. All documents shall also be submitted in electronic format, in a form acceptable to the ENGINEER. For electronic requirements, refer to Specification section

01783, Vendor Equipment Manuals.

C. Submit proposed training schedule/matrix at least two months prior to any training. Submit lesson plans including trainer qualifications least six weeks prior to each training session. Submit training manuals, handouts, visual aids and reference materials at least one (1) week prior to each training session. OCSD will not schedule training until the lesson plan and trainer qualifications have been reviewed and accepted, and will not allow training to proceed unless all the submittals for the individual training session have been reviewed and accepted.

1.5 OPERATION AND MAINTENANCE MANUALS

A. Use CONTRACTOR-provided Vendor Equipment Manuals as the principal basis for instruction. Prepare and insert data into the Operation and Maintenance Manuals when the need for such data becomes apparent during instruction.

B. The CONTRACTOR shall submit for ENGINEER’s review and acceptance the vendor equipment manuals at least 30 days prior to the date scheduled for the individual training session(s). This requirement is in addition to any operations and maintenance manual scheduling requirements specified elsewhere in the Contract Documents.

1.6 CONTRACTOR’S TRAINING REPRESENTATIVE

A. The CONTRACTOR shall designate and provide one person to be responsible for coordinating and expediting training. The person so designated shall be present at all meetings with the ENGINEER and OCSD that involve training coordination.

B. The CONTRACTOR’s Training Representative shall coordinate the training with OCSD Employee Development group and manufacturer’s representatives, and shall submit a proposed training timeline for each piece of equipment and/or system for which training is to be provided. Such training schedule shall be based on the commissioning schedule current at the time of submittal, as well as the training scheduling requirements of this Specification section.

C. The CONTRACTOR’s Training Representative shall coordinate training as a member of the Project’s Commissioning Team as described in the section of the General Requirements entitled “Equipment Testing”. The Commissioning Team will plan CONTRACTOR, OCSD and CONSULTANT training to allow efficient use of time for manufacturers’ representatives and OCSD staff for startup, testing, and training. The Commissioning Team will confirm that all facility documentation (CONTRACTOR- furnished Drawings and equipment manuals) will be available before training occurs. CONTRACTOR training shall be integrated with OCSD and CONSULTANT training where appropriate.

D. The CONTRACTOR’s Training Representative shall meet with OCSD Employee Development group at least two (2) months prior to the first training classes to develop a matrix of actual class needs: class content, numbers of students per class, the number of sessions and the number of hours per session. Based on the approved matrix, OCSD Employee Development group will develop a training schedule with class times and room assignments. Final training scheduling will be done by the OCSD Employee Development group.

1.7 QUALITY ASSURANCE

A. CONTRACTOR Qualifications:

1. Instructors for maintenance instruction shall be fully experienced and qualified to operate and maintain the equipment that is the subject of the training, and, at a minimum, shall be factory trained and certified service technicians.

PART 2 - PRODUCTS

2.1 LESSON PLANS

A. Formal written lesson plans shall be prepared for each training session and shall include the subject of each training session, identity and qualifications of individuals to be conducting the training, and duration of the training session. Lesson plans shall contain an outline of the material to be presented along with a description of visual aids, instructional materials, and handouts to be utilized during the session. Each plan shall contain a time allocation for each topic. Lesson plan shall contain a class assessment form.

B. A skeleton lesson plan outline is provided as Attachment B, “Lesson Plan Sample Outline Contents”. At a minimum, lesson plans shall include the information in the outline as well as other information as specified herein. OCSD reserves the right to modify the lesson plan contents and durations to accommodate the schedules of operations and maintenance personnel.

PART 3 - EXECUTION

3.1 TRAINING SESSIONS

A. As a minimum, the CONTRACTOR shall provide the number and duration of training session specified in Attachment A “Training Sessions Table” below. Attachment A also includes estimated durations of each session, by type of OCSD staff.

3.2 FORMAT AND CONTENT

A. The number and length of training sessions shall be sufficient to meet the training requirements specified in the Specifications for the individual items equipment and as summarized in Attachment A “Training Sessions Table” below. In case of a conflict between the Table and the individual Specification sections, the individual Specification sections shall govern. When training is required in the Table, but is not listed in the Specifications, the training still shall be delivered by the CONTRACTOR, at CONTRACTOR’s sole expense.

B. Each training session shall be comprised of time spent both in the classroom and at the specific location of the subject equipment and/or system. Separate classes shall be presented to suit operations, mechanical maintenance, instrumentation maintenance, electrical maintenance, plant facilities maintenance or collections staff needs. In some cases where general information is suitable to all target audiences, classes may be combined. In such cases, generic information shall be presented first and targeted information later and separately, allowing non-targeted students to return to their duties. General troubleshooting information shall be included in the general portion of the training, and more specific troubleshooting material shall be included in the targeted portions. This is required so that operators can troubleshoot problems to the point of determining whether mechanical, electrical, or instrumentation maintenance, or controls staff should be called in.

C. Presenting marketing, sales, and/or vendor-biased information, during training shall be prohibited.

D. As a minimum, the following services shall be provided for each item of equipment and/or system as required in individual Specification sections. Additional services shall be provided, where specifically required in individual Specification sections.

E. Familiarization:

1. Using slides and Drawings, discuss the equipment specific location in the plant and provide an operational overview.

2. Discuss the purpose and plant function of the equipment.

3. Review catalog cuts, parts lists, Drawings, etc. which have been previously provided as part of the accepted equipment submittals and/or as part of the operation and maintenance manuals.

4. Explain how to check out the installation of the specific equipment items. Identify piping and flow options. Identify valves and their purpose. Identify instrumentation including location of primary element, and location of instrument readout.

5. Demonstrate the unit and indicate how all parts of the Specifications are met.

6. Answer questions. F. Safety:

1. Using material previously provided, review safety references.

2. Discuss proper precautions and safety procedures around equipment and process facilities.

G. Operation:

1. Using material previously provided, review reference literature.

2. Provide a working knowledge of the operating theory of the equipment.

3. Explain all modes of operation, for example local, remote, cascade, automatic and manual modes, as applicable. Explain procedures, including startup, shutdown, normal operation, and emergency operating procedures, at a minimum. Include a discussion of system integration and electrical interlocks, if any.

4. Discuss, demonstrate and perform the following:

5. Standard operating procedures.

6. Rounds checks .

7. Startup and shutdown procedures including isolation steps for maintenance work and/or long-term non-use.

8. Operations troubleshooting procedures, including how to identify which group can address the issue—mechanical, electrical, instrumentation, controls, etc.

9. Check out OCSD personnel on proper use of the equipment.

H. Preventive Maintenance:

1. Using material previously provided, review preventive maintenance (PM) lists including:

2. Reference material.

3. Daily, weekly, monthly, quarterly, semiannual, and annual jobs.

4. Routine preventative maintenance, including specific details on lubrication and maintenance of corrosion protection of the equipment and ancillary components.

5. Discuss and perform the preventative maintenance activities; show how to perform PM jobs.

6. Equipment inspection and troubleshooting procedures including the use of applicable test instruments and the "pass" and "no pass" test instrument readings.

7. Show OCSD personnel what to look for as indicators of equipment problems;

show detection, without test instruments, of specific equipment trouble symptoms.

8. Required equipment exercise procedures and intervals; perform the required equipment exercise procedures.

9. Routine and long-term calibration procedures. I. Corrective Maintenance:

1. List possible problems and explain troubleshooting procedures

2. Discuss repairs, point out special problems

3. Discuss routine disassembly and assembly of equipment if applicable (as judged by OCSD on a case-by-case basis) for purposes such as operator inspection of equipment

4. Open up equipment and demonstrate procedures, where practical. Perform OCSD-approved practice maintenance and repair job(s), including mechanical and electrical adjustments and calibration and troubleshooting equipment problems.

J. Parts:

1. Show how to use spare parts list and how to order parts.

2. Check over spare parts on hand. Make recommendations regarding additional parts that should be available.

K. Local Representatives:

1. Where to order parts: name, address, telephone.

2. Service problems

3. Who to call

4. How to get emergency help

L. Vendor Equipment Manuals:

1. If provided to trainees, Vendor Equipment Manuals shall be provided by

CONTRACTOR, not OCSD.

2. Review submitted and approved Manual information.

3. Use as basis of training.

4. Update Manuals if any modified information is revealed by training and/or startup.

3.3 CLASS EVALUATION

A. A class evaluation form shall be prepared based on the submitted lesson plan covering the material to be presented. Each student will rate the adequacy of the training on each topic. For each topic, ask whether students consider themselves prepared to perform all equipment operation and/or maintenance tasks required by their job with the training and manuals provided. If more than 20 percent of those attending the class rate the training on any topic as inadequate, the training for that topic shall be repeated at a later date at the CONTRACTOR’s expense.

3.4 VIDEO RECORDING

A. OCSD reserves the right to retain the services of a commercial videotaping service to record each training session. After such taping, the material will be edited and supplemented with professionally produced graphics to provide a permanent record. The CONTRACTOR shall advise all manufacturers providing training sessions that the material will be videotaped and shall make available to OCSD's videotaping contractor such utility services and accommodation as may be required to facilitate the production of the videotape record.

3.5 LOCATION

A. Unless otherwise directed, the classroom portion of training sessions shall take place at OCSD Plant 1 Control Center Auditorium, Fountain Valley, CA.

3.6 TRAINING SCHEDULING

A. Training shall be conducted in conjunction with the periods of startup and testing specified in the General Requirements section entitled “Equipment Testing”. Classes shall be scheduled such that classroom sessions are interspersed with field instruction in logical sequence. Functional testing shall be completed satisfactorily before beginning operator training. Concurrent classes shall not be acceptable. Training sessions shall be coordinated to prevent overlapping sessions. Sessions shall be arranged so that individual operators and maintenance technicians do not attend more than two sessions per week, or more than four hours per day.

B. For OCSD plant operations, training sessions shall be provided for each work shift listed in the table below during the time periods shown and as coordinated with OCSD. Pooling of shifts will not be permitted unless accepted by OCSD in writing.

Shift	Front of Week	Back of Week
Day	T uesday, 6 a.m. to 6 p.m.	T hursday, 6 a.m. to 6 p.m.
N ight	T uesday, p.m. to 6 a.m.	T hursday, 6 p.m. to 6 a.m.

C. For OCSD Plant Maintenance personnel, training sessions shall be provided during the regularly scheduled workday, between 7 a.m. and 3:30 p.m., Tuesday and Thursday.