designing effective o&m training programs national sustainable building advisor program santa...

Designing Effective Designing Effective O&M O&M

Training ProgramsTraining Programs

National Sustainable Building National Sustainable Building

Advisor ProgramAdvisor Program

Santa Monica, CASanta Monica, CAJune 4, 2010June 4, 2010

Presenter

David Inger CEM, LEED® AP

Energy Projects Manager

Ventura County

Regional Energy Alliance

(805) 289-3360

David.Inger@ventura.org

www.vcenergy.org

LEED Certified BuildingLEED Certified Building

++

Inadequate O&MInadequate O&M

==

DISASTER!!DISASTER!!

The The KEYKEY to a Successful to a Successful Maintenance Program is Maintenance Program is

Comprehensive Comprehensive TRAININGTRAINING

O&M Training for a O&M Training for a Sustainable BuildingSustainable Building is no is no different than a different than a Standard Standard

BuildingBuilding

EXCEPTEXCEPT

The Stakes are Higher!!The Stakes are Higher!!

5 COMPONENTS OF A TRAINING PLAN

Competencies & Performance Requirements

Needs Assessment

Training Goals

Training Strategies

Evaluation

COMPETENCIES COMPETENCIES

&&

PERFORMANCESPERFORMANCES

DEFINITIONSCompetency:

–“An area of knowledge or skill necessary for producing key outputs.”

Performance:–“The ability to do something in a

specific way in compliance with a set of standards.”

O&M CompetenciesSkills needed to oversee the

1. Acquisition

2. Installation

3. Operation

4. Maintenance

5. Disposition

of building systems

O&M Performances for a Sustainable Building

1. Establish practices & procedures.

2. Monitor & Evaluate how well building systems perform.

3. Manage corrective, preventive & predictive maintenance.

NEEDSNEEDS

ASSESSMENTASSESSMENT

4 PARTS TO A NEEDS ASSESSMENT

1. “Management Assessment”

2. “Self-Assessment”

3. A comparison of results

4. Setting training goals

TRAINING GOALSTRAINING GOALS

& &

STRATEGIESSTRATEGIES

TYPES OF TRAINING STRATEGIES

1. Cross- Training with Peers2. New Job Assignments3. Continuing Education4. Vendor equipment-specific

training.5. Self-Study

Food for Thought

Each of the 5 training strategies listed in the previous slide have “pluses” & “minuses.”

What are some of the +’s & -’s?

Cross-Training with Peers

• Takes advantage of experience and “institutional knowledge” of colleagues & co-workers.

BUT

• Misinformation, obsolete procedures, “myths,” and other poor practices can be acquired.

New Job Assignments

• Provides new skills, career options & opportunities.

BUT

• “Bad habits” can be transferred to the new job.

Continuing Education

• Obviously needed to deal with increasingly complex systems.

• Rewards & motivates staff.BUT

• Curriculum must be evaluated to be sure there is “bang for the buck.”

Vendor Equipment Training

• A necessary & excellent approach to be sure that systems specific to the facility are operated and maintained per the manufacturer.

BUT• Training may be generic and not

meet the specific sustainability goals of the facility.

Self-Study

• Cost-effective, flexible & convenient; works with motivated employees.

BUT

• May not be well-structured.

• Quality Assurance: Does it meet the organization’s needs?

RANGE OF TRAINING STRATEGIES

1. Involve FM group in design phase2. Involve FM group in

commissioning phase3. New Job Assignments4. Pairing/Mentoring5. Cross-Training or Rotation6. Continuing Education Classes7. Vendor Training

EVALUATIONEVALUATION

3 COMPONENTS OF EVALUATION

1. MEASURING COMPETENCIES

2. MEASURING PERFORMANCE

3. RE-EVALUATING THE NEEDS ASSESSMENT

TRAINING TRAINING

RESOURCESRESOURCES

Web Resources for Facility Managers

• Certified Facility Manager Program - CFM (International Facility Management Assoc.):

– www.ifma.org

• Facility Mgmt. Administrator Program - FMA (Building Owners & Managers Association Int’l):– www.bomi.org/EduOfferingscontent.aspx?id=98

• Certified Energy Manager Program - CEM (Association of Energy Engineers)– www.aeecenter.org