📍 When to use this template
- After installation and commissioning of major equipment (like HVAC, Firefighting, STP, Lifts) is complete.
- Just before the Taking-Over Certificate is issued, as a pre-condition for handover.
- Filled by the Contractor or Specialized Agency providing the training, and countersigned by the Client's O&M team and the PMC.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Header / Project Information7 fields
Project Name
_____________
Contract / Package No.
_____________
Certificate No.
_____________
Date of Training
_____________
Location of Training
_____________
Prepared By (Contractor/Agency)
_____________
Approved By (PMC/Client)
_____________
2System / Equipment Details6 fields
System Name (e.g., HVAC System, Fire Alarm System)
_____________
Sub-System (e.g., Chiller Plant, AHU Operation)
_____________
Equipment Make & Model
_____________
Equipment Tag / ID No.
_____________
Relevant As-Built Drawing No.
_____________
Relevant O&M Manual Reference No.
_____________
3Training Session Details6 fields
Training Start Time
_____________
Training End Time
_____________
Total Duration (Hours)
_____________
Trainer's Name & Designation
_____________
Trainer's Organisation
_____________
Training Agenda / Topics Covered (Summary)
_____________
4List of Attendees (Client's/End-User's Team)7 fields
Attendee Name
_____________
Contact Number
_____________
5Training Materials Provided6 fields
O&M Manuals (Hard Copy/Soft Copy)
_____________
As-Built Drawings
_____________
Vendor Catalogues / Technical Data Sheets
_____________
Training Presentation Slides
_____________
Warranty Cards / Certificates
_____________
Special Tools / Keys Handed Over
_____________
6Confirmation & Acceptance4 fields
Confirmation by Trainees' Representative (Name & Signature)
_____________
Remarks / Feedback from Trainees
_____________
Confirmation by Contractor's Representative (Name & Signature)
_____________
Acceptance by PMC/Engineer-in-Charge (Name & Signature)
_____________
💡 Sample filled excerpt
System Name: Sewage Treatment Plant (STP) Operation | Equipment Make & Model: Thermax Fab-MBBR 50KLD | Trainer's Name: Mr. Suresh Patil, Commissioning Engineer, Thermax | Topics Covered: Daily startup, chemical dosing, sludge removal, backwash procedure, troubleshooting common alarms.
⚖ Compliance notes
- Fulfills the contractual obligation for training of Employer's Personnel, often specified under FIDIC Sub-Clause 5.5 (Training).
- Serves as a key deliverable and prerequisite for the issuance of the Taking-Over Certificate (FIDIC Sub-Clause 10.1).
- Essential documentation for facility management (FM) handover and to demonstrate due diligence in knowledge transfer.
- Often a requirement in CPWD contracts as part of the final handover documentation process.