2.0702.2 Occupant Education

Topic: 
Occupant Education and Access
Subtopic: 
Installed Equipment
Desired Outcome: 
Occupants and building operations staff understand their role and responsibility in the safe, effective, and efficient operation of the equipment
For supporting material, see Referenced Standards.
TitleSpecification(s)Objective(s)
2.0702.2a
System operation

Basic operation of the equipment will be explained to the building operations staff (e.g., design conditions, efficiency measures, differences from previous system or situation)

Ensure occupants and building operations staff have a reasonable expectation of the equipment capability

2.0702.2b
System controls (e.g., thermostat, humidistat)

Proper operation and programming of system controls to achieve temperature and humidity control will be explained to the occupant and provided in a written format

Ensure occupants and building operations staff can operate system controls

2.0702.2c
System disconnects

Indoor and outdoor electrical disconnects and fuel shut offs will be demonstrated to occupant

Ensure occupants and building operations staff can shut off equipment in emergencies

2.0702.2d
Combustion air inlets

Location of combustion air inlets will be identified for occupant

Importance of not blocking inlets will be explained to occupant

Ensure occupants and building operations staff do not block combustion air inlets

2.0702.2e
Blocked air flow

Importance of cleaning dust and debris from return grilles will be explained to occupant

Proper placement of interior furnishings with respect to registers will be explained to occupant

Negative consequences of closing registers will be explained to occupant

Occupant will be educated on the importance of leaving interior doors open as much as possible

Ensure occupants and building operations staff do not prevent the equipment from operating as designed

2.0702.2f
Routine maintenance

Proper filter selection and how to change filter will be explained to building operations staff

Importance of keeping outdoor unit clear of debris, vegetation, decks, and other blockage will be explained to building operations staff

Importance and timing of routine professional maintenance will be explained to building operations staff, e.g. inspect, clean, lubricate, replace consumables (i.e., filters, belts, lights), repair and replace

Ensure equipment operates as designed

2.0702.2g
Occupant service requests

Appropriate situations of when the occupant should contact the building operations staff will be explained, including:

  • Fuel odors
  • Water draining from secondary drain line
  • Emergency heat indicator always on for a heat pump system
  • System blowing cold air during heating season and vice versa
  • Icing of the evaporator coil during cooling mode
  • Outdoor unit never defrosts
  • Unusual noises
  • Unusual odors

Occupant will contact building operations staff when system is not operating as designed

2.0702.2h
Carbon monoxide ( CO CO Carbon monoxide )

Occupant will be informed about CO CO Carbon monoxide alarms

Protect occupants from injury

2.0702.2i
Warranty and service

Building operations staff/property manager will be provided with relevant manuals and warranties

The labor warranty will be explained, and the building operations staff will be given a phone number to call for warranty service

Building staff are equipped with manuals and warranties for future equipment servicing