DRAFT - Attachment 04 - Training Requirements.pdf

U.S. Department of Homeland Security U.S. Customs and Border Protection

Attachment 04 – Training

For:

U.S. CUSTOMS AND BORDER PROTECTION

NON-INTRUSIVE INSPECTION SYSTEMS

Large-Scale Fixed Systems

PREPARED BY:

OFFICE OF FIELD OPERATIONS

INNOVATION AND STRATEGY DIRECTORATE

NON-INTRUSIVE INSPECTION PROGRAM OFFICE

AND THE

OFFICE OF TRAINING AND DEVELOPMENT

TRADE AND CARGO ACADEMY

January 29, 2026

ATTACHMENT 04 – TRAINING REQUIREMENTS

Table of Contents 1 General Instructions

2 Training System Viewer and Training Software Licenses

3 Training Material Requirements

3.1 Instructor-Led Training (ILT) Design Guidelines

3.2 Training Design Plan (TR002)

3.3 Instructor Guide (TR003)

3.4 Student Guide (TR004)

Training Model:

3.5 Reinforcement and Live Stream of Commerce

4 Technical Manuals

4.1 System User's Manual (TR005)

4.2 Operator Service Manual (TR007)

5 Rights in Data

Version Date Comments

V1 7/14/2025 First draft, Kaitlin Merli and Cindy Savage 8/22/2025 OTD Revisions

Training The following identifies the programmatic and logistical requirements for LS-NII Inspection Systems. The Contractor shall prepare Monthly Progress Reports in accordance with Attachment 7, Deliverables.

1 General Instructions The Contractor shall provide training development and delivery for systems and related items that are designed and built/produced under this contract. The training shall consist of procedures for installation, setup, operating and maintaining the system as appropriate, and if applicable, image viewer software. Training deliverables and material shall include but is not limited to Weekly Status Report, Training Design Plan, Instructor Guide, Student Guide, Image Analysis Exercises and Manual, Image Interpretation Software, Contractor supplied laptops with images and software loaded for image exercises and an Operator Training Video, Job Aid, Personal Qualification Standard (PQS) Checklist and hand-out materials and other training aids, as well as “hands on" exercises.

The Training Design Plan shall be prepared in a Government approved narrative format suitable for reproduction.

The Contractor shall customize and align all training products with CBP mission requirements and in accordance with CBP Office of Training and Development (OTD) standards which will be supplied to contractors upon contract award.

Deliverables created with word processing and graphic software programs will utilize the Microsoft Office Suite and Adobe products.

2 Training System Viewer and Training Software Licenses The Contractor shall provide enough sufficient licensed copies of the system viewer tool to support CBP training classes, consisting on average of 12 students, as well as six additional copies for reserve and archiving. The Contractor shall retain the capability for CBP to purchase additional licenses for the life of the LS-NII system at the original purchase price. The licenses for the system viewer shall be valid for the life of the system. The image viewer software shall operate when loaded on workstations or laptops presently in use by CBP.

The Contractor will be responsible for upgrading the image viewer software, if necessary, to operate on new/future CBP workstations and laptops. Additionally, the Contractor will be responsible for upgrading the image viewer software on fielded systems as software updates are made to the system viewer.

The image viewer software will present the operator with responses to inputs identical to the responses provided by the operational system.

Notification of Version changes to hardware or software will be presented as updates to the training materials at least 30 days prior to actual equipment updates to OTD, NII and the COR.

The Contractor shall provide one operator class per unit which shall include on-site training and all training materials for CBP operator personnel at each site using materials to include classroom instruction, user/instructor guides/manuals, video, computers and on-the-job training aids. The training shall cover the imaging equipment, transport system operation, normal and emergency systems operations, image interpretation and operator console operations.

Training shall also include all items contained in the System User’s Manual. Each class will be limited to a maximum of 12 operators. The Contractor will provide 12 laptops for on-site training. The laptops will become the property of CBP after the Contractor has delivered the final training session.

The operator training materials shall address familiarization with the equipment, overall operation and care of the system, system and radiation safety, normal and emergency systems operation, routine servicing, operator console operations with display recognition as well as image manipulation, interpretation and saving.

3 Training Material Requirements

3.1 Instructor-Led Training (ILT) Design Guidelines

The Contractor shall ensure that all personnel involved in the design and development of ILT for CBP possess a background and experience in Instructional Systems Design (ISD). The required design guidelines are outlined in the CBP ILT Style Guide which will be provided upon contract award.

3.2 Training Design Plan (TR002)

The design plan shall be submitted no more than 14 days after contract award and, at a minimum, include the following components:

• Background or Introduction

• Project Description

• Course map indicating any prerequisites, placement within a curriculum, and existing or proposed training for which this course will be considered a prerequisite

• Target Audience, Estimated Contact Time, and Prerequisites (if applicable)

• Course Structure and outline

• Terminal and Enabling Learning Objectives

• Images required for the development of the training

• OJT plan (if applicable)

• Instructional Strategies (ISD approach) including Assessment Approach and grading criteria to include three unique versions of each written assessment.

3.3 Instructor Guide (TR003)

An Instructor Guide shall be provided within 60 days of contract award. The Instructor Guide shall include detailed course technical data and information to assist the instructor in the presentation of each individual lesson included in the course and be formatted in such a manner that the Student Guide is derived from this document. The guide is used to organize the instructor’s presentation and to ensure that all required topics, subtopics and related reference materials are included in the presentation of the course. The Instructor Guide requirements are outlined in the CBP ILT Style Guide and shall contain the following items:

• Time allotted for completion of the individual lessons in hours for classroom and practical application.

• List of all Instructional Aids (equipment and audio-visual aids) necessary to conduct the lesson.

• Objective describing the behavioral actions desired, the performance conditions, and the attainment standard expected of the student upon completion of each lesson.

• Instruction covering the planned lesson discussion content in sufficient detail to be used as the instructor’s primary teaching document. The lesson material will be presented in sufficient detail to ensure thorough and complete coverage of the objective. All diagrams, text materials, audio visual aids, and other materials to be used in the presentation will be identified adjacent to each point where they are to be utilized, for each time their utilization is planned.

• Applications causing each student to apply the lesson information to solve one or more realistic problems. This may require either mental or physical student activity; however, effort will be made to provide for physical activity.

• Learning Measurement Tool will be designed to check student progress and determine the extent to which the student has accomplished the objectives.

This will be done by a list of thought-provoking questions or tasks with answers covering the objectives. And determine the extent to which the student has accomplished the objectives. This will be done by a list of thought-provoking questions or tasks with answers covering the objectives.

• List of Instructor Activity will be structured to enable the instructor to maintain maximum student interest and participation, adequately measure student comprehension of the subject, and provide planned summaries at strategic points within the presentation.

3.4 Student Guide (TR004)

A student guide shall be provided within 60 days of contract award. The Student Guide shall be composed of a series of instruction sheets which collectively provide the student with objectives and self-help materials such as reading assignments, study questions, problems, practical application job steps, self-test items, diagram sheets and other supplementary information to assist in achieving the objectives of the course and is derived from the Instructor’s Guide. The Student Guide requirements are outlined in the CBP ILT Style Guide and shall correlate with the training course/curriculum outlines and related instructor’s guide.

• Information Sheets shall consist of narrative descriptions, diagrams, sketches, charts, graphs, pictures and other audiovisual material as necessary for student reference to support the information presented in the course. There may be excerpts from other documents not readily available to the students or original material prepared by the Contractor. However, system technical manual information will not be extracted unless changes are required in the material to make it more readily adaptable to the course presentation.

Pictures that show previous development configurations, installations or operation and warranty/maintenance practices that are not readily demonstrated in the classroom or training area may be prepared as student information sheets when necessary to enhance the course presentations. A paper reproduction of each audiovisual aid used in the course will be included in the student information sheets regardless of their inclusion in other documentation.

• Assignment Sheets shall contain the following parts:

o Introduction includes statement of purpose and scope of assignment.

o Objective to be accomplished by the student through completion of the assignment.

o Study assignment includes specific study instructions, identifying paragraphs, pages and publications. If there is a best sequence to study scattered portions of the text, this sequence will be provided.

o Study questions are thought-provoking questions relative to the assignments. Questions should require mental decisions similar to those the student would make while working with the equipment.

• Job Aids shall contain the following:

o Introduction – a brief statement of purpose, scope, and value of the job sheet, and suggested completion time.

o Objective o References o Equipment and materials listing o Job steps detailing procedures for performing assigned tasks on the system/ equipment. If the job steps contained in the technical documentation are sufficiently detailed, reference will be made to the applicable section/page.

o Precautions for personnel or equipment safety or misleading conclusions.

o Self-test items including thought-provoking questions on the performance of the job sheets. These items are to be designed as

“open book” test.

o Student Workbook shall provide the student a means of applying principles learned during classroom instruction without requiring the use of actual equipment. It will be separately bound. All activity types shall be represented at least once in the workbook. The student workbook is to be used in conjunction with the image viewer software provided by Contractor to analyze images.

o Diagram Sheets may range from full-blown foldout schematics and block diagrams, or flowcharts, to simple sketches or graphs. These sheets are for use during class and for follow-up review and study.

These sheets will record information such as waveforms, adjustments, purpose and function.

Training Model:

Day 1

Radiation Safety

Day 2

Classroom and Hands-On

Day 3

Classroom and Hands-On

Day 4

Classroom and Hands-On

Day 5

(12 students)

Reinforcement /Live Stream of Commerce

Day 6

(12 students)

Reinforcement / Live Stream of Commerce

Day 7

(12 students)

Reinforcement / Live Stream of Commerce

Day 8

(12 students)

Reinforcement / Live Stream of Commerce

• Maximum of 12 students for classroom training.

• Radiation Safety:

o To be conducted by CBP or its approved Contractor personnel

• Classroom and Hands-On:

o 2 instructors and 12 students o Includes the following in addition to other DID requirements:

• Sixteen (16) hours of image analysis:

o This material will not be available as a leave-behind for student participants o This material will not be retained or used by the Contractor for any purpose whatsoever o This shall be accomplished on the image viewing software provided by the Contractor.

o One (1) hour focused on Weapons of Mass Effect (WME) image analysis delivered by CBP or its approved contract personnel.

o One (1) hour Core Messages delivered by CBP or its approved contract personnel o One (1) hour of NII Reporting delivered by CBP or its approved contract personnel

3.5 Reinforcement and Live Stream of Commerce

Two (2) instructors and six (6) students trained in two (2), 2-day sessions.

• While not the norm, the Contractor shall be prepared to conduct both reinforcement sessions over the course of one week using double shifts, if directed by CBP. CBP will endeavor to schedule the two weeks of reinforcement training using back-to-back weeks; however, the Contractor shall be prepared to support two weeks of reinforcement training that are not serial in nature

Training also Includes:

• Personal Qualification Standard (PQS) checklist designed for instructor sign-off that students have successfully demonstrated image analysis and operational skills.

The contractor shall deliver all training materials in the designated CBP format within 60 days of contract award. The Office of Training and Development (OTD) will have up to 60 days to review the submitted training materials. Following the review, the contractor shall address any required revisions as identified by OTD.

The Contractor shall provide all documentation related to training to NIIPMO in accordance with Attachment 7, Deliverables.

4 Technical Manuals The Contractor shall provide a System User's Manual, Maintenance/Service Manual and Contractor Technical Documentation prepared in accordance with Attachment 7, Deliverables. Use commercial-off-the-shelf manuals when feasible. All manuals shall be available in an electronic format.

4.1 System User's Manual (TR005)

A System User's Manual is required for each unit developed or produced. The System User's Manual shall be submitted within 60 days of contract award and shall contain a description of the LS-NII system and its operation. System limitations, safety information and other important information will be highlighted. The System User's Manual will contain a detailed explanation of every task required during the operation of the LS-NII system. All operator-level maintenance tasks shall be fully explained in the System User's Manual.

Operational/Storage Checklist (TR006) - A laminated Operators Checklist shall be submitted within 60 days of contract award. The checklist shall be provided on a single sheet, for each unit developed or produced under this contract, listing each step in the procedure required: (1) for operating the LS-NII system, (2) for preparing an operational system for short or long-term storage and (3) for preparing a stored LS-NII system for operation. The checklist shall only list the sequential steps. Each step shall be described in detail in the System User's Manual and each step shall reference the appropriate System User's Manual page number. The checklist shall be attached to the LS-NII system near the Operator's station.

4.2 Operator Service Manual (TR007)

An Operator/Service Manual is required for each production lot of LS-NII systems developed or produced under this contract in accordance with Attachment 10, Deliverables. Identification of LS-NII model number and/or revision number will be clearly explained in the Maintenance Manual. The Maintenance Manual shall contain a description of the LS-NII major components/subsystems and its operation. System limitations, safety information and other important information shall be highlighted.

5 Rights in Data All training products (including developmental documents, notes, storyboards, etc.) shall be delivered with unlimited rights to the United States Government upon delivery and acceptance by the government. The Government’s unlimited rights for use, modification, and repurposing of the training in whole or in part is set forth by the FAR 52.227-17 Rights in Data – Special Works clause included in the contract and FAR Part 27.

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5 Rights in Data