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