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BOP Program Statement 3906.22 § 3

AGENCY ACA ACCREDITATION PROVISIONS (See Program Statement Directives

activein force · 2015-04-30 – presentact-effective-date

Management Manual, Section 2.5 & 10.3)

■ American Correctional Association, Standards for Adult Correctional Institutions, 4th

Edition, 4-4073, 4-4074, 4-4075, 4-4076, 4-4077, 4-4078, 4-4079, 4-4080, 4-4082, 4-4083,

4-4084, 4-4085, 4-4086, 4-4087, 4-4088, 4-4089, 4-4090, 4-4091M, 4-4093, 4-4094, 4-4229

■ American Correctional Association, Standards for Adult Local Detention Facilities, 4th

Edition, 4-ALDF-4A-12, 4-ALDF-4D-08M, 4-ALDF-7B-05, 4-ALDF-7B-06, 4-ALDF-7B-

07, 4-ALDF-7B-08, 4-ALDF-7B-09, 4-ALDF-7B-10, 4-ALDF-7B-11, 4-ALDF-7B-12, 4-

ALDF-7B-13, 4-ALDF-7B-14M, 4-ALDF-7B-15M, 4-ALDF-7B-16, 4-ALDF-7B-17

■ American Correctional Association, Standards for the Administration of Correctional

Agencies, 2nd Edition, 2-CO-1D-01, 2- CO-1D-02, 2-CO-1D-03, 2-CO-1D-04, 2-CO-1D-05,

2-CO-1D-06, 2-CO-1D-07, 2-CO-1D-08, 2-CO-1D-09, 2-CO-1D-10

■ American Correctional Association, Standards for Correctional Training Academies, 1st

Edition, 1-CTA-1A-01, 1-CTA-1A-02, 1-CTA-1A-14, 1-CTA-1A-15, 1-CTA-1D-03, 1-

CTA-3A-01, 1-CTA-3A-02, 1-CTA-3A-03, 1-CTA-3A-04, 1-CTA-3A-05, 1-CTA-3A-06, 1-

CTA-3A-07, 1-CTA-3A-08, 1-CTA-3A-10, 1-CTA-3A-11, 1-CTA-3A-12, 1-CTA-3A-13, 1-

CTA-3A-14, 1-CTA-3A-15, 1-CTA-3A-21

P3906.22 4/30/2015 3

REFERENCES

Program Statements

P1600.11 National Occupational Safety and Health Policy (6/1/17)

P3000.03 Human Resource Management Manual (12/19/07)

P3713.27 Upward Mobility Program − Central Office (7/17/08)

P3906.23 Staff Mentoring Program (2/23/16)

P3939.07 Chaplains’ Employment Responsibilities and Endorsements (10/26/01)

P5800.15 Correctional Systems Manual (9/23/16)

Master Agreement

BOP Forms

BP-A0776 Change Request to Mandatory Training Standards

BP-A1046 Training Course Code Request

RECORDS RETENTION REQUIREMENTS

Requirements and retention guidance for records and information applicable to this program are

available in the Records and Information Disposition Schedule (RIDS) on Sallyport.

P3906.22 4/30/2015 4

P3906.22 4/30/2015 5

Contents

Chapter 1. Employee Development.......................................................................................... 10

CAREER ENHANCEMENT................................................................................................... 10

STAFF DEVELOPMENT........................................................................................................ 11

CROSS-DEVELOPMENT SELF-STUDY.............................................................................. 11

Chapter 2. Employee Development Planning.......................................................................... 13

ANNUAL TRAINING PLAN.................................................................................................. 13

RESPONSIBILITIES............................................................................................................... 14

Chapter 3. Program Administration........................................................................................ 15

TRAINING COMMITTEE...................................................................................................... 15

RECORDKEEPING................................................................................................................. 16

a. Cancellation Files.............................................................................................................. 16

b. Program Evaluations........................................................................................................ 16

c. Training Records.............................................................................................................. 16

d. Training Authorization/SF-182 (TA)/Certification/Documentation................................ 16

e. New Employee Documentation....................................................................................... 17

f. Annual Training (AT)....................................................................................................... 17

g. Program Review............................................................................................................... 17

h. Mandatory Standards Temporary Exemption. ................................................................. 17

i. Budget Information and other Administrative Records.................................................... 17

j. Training Opportunity Announcements (TOA)................................................................. 18

APPLICATION PROCESS...................................................................................................... 18

CERTIFIED INSTRUCTORS.................................................................................................. 19

RECERTIFICATION............................................................................................................... 19

LEAD INSTRUCTOR.............................................................................................................. 20

MSTC/STA STUDENT NOMINATION/CANCELLATION PROCEDURES...................... 20

Chapter 4. Mandatory Training Standards............................................................................ 22

RESPONSIBILITIES............................................................................................................... 22

a. Central Office Divisions.................................................................................................. 22

b. LCDB............................................................................................................................... 22

c. HRO. ................................................................................................................................. 22

MANDATORY TRAINING STANDARDS REQUIREMENTS........................................... 22

SELF-STUDY........................................................................................................................... 22

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TRAINING FOR TRANSFERRING EMPLOYEES............................................................... 23

Employee Familiarization, Federal Bureau of Prisons, Transfers − BOP Training (GNR-

0261-BXX)........................................................................................................................... 23

FAMILIARIZATION TRAINING........................................................................................... 23

Employee Familiarization Training (GNR-0260-BXX)....................................................... 23

INTRODUCTORY CORRECTIONAL TRAINING............................................................... 23

a. Correctional Training Program Phase I, Introduction – BOP.......................................... 23

Course Code: CSV-0590-BXX. ........................................................................................... 23

b. Correctional Training Program, Phase II, Introduction – BOP....................................... 24

Course Code: HRM-0100-BXX. ......................................................................................... 24

ANNUAL TRAINING (AT).................................................................................................... 25

Correctional Training, Annual – BOP (GNR-0150-BXX)................................................... 25

Chapter 5. Learning and Career Development Branch (LCDB).......................................... 27

NATIONAL TRAINING PROGRAMS................................................................................... 27

a. Site Selection.................................................................................................................... 27

b. Nominations/Selections................................................................................................... 27

c. Cancellation Procedures................................................................................................... 27

REQUESTS FOR NATIONAL POLICY ASSISTANCE....................................................... 28

NATIONAL TRAINING PROGRAM FUNDING.................................................................. 28

CHANGES TO MANDATORY TRAINING STANDARDS................................................. 29

BOP-LEARN............................................................................................................................ 29

COURSE CODE....................................................................................................................... 30

Course Format....................................................................................................................... 30

CURRICULUM DEVELOPMENT......................................................................................... 31

a. Curriculum Design. .......................................................................................................... 31

b. Curriculum Review.......................................................................................................... 31

EXECUTIVE DEVELOPMENT.............................................................................................. 31

a. Training Opportunity Announcement.............................................................................. 32

b. Program Evaluations........................................................................................................ 32

c. Cancellations.................................................................................................................... 32

d. Training Authorization/Certification/Documentation..................................................... 32

e. National Institute of Corrections (NIC)........................................................................... 33

Chapter 6. Staff Training Academy (STA).............................................................................. 34

INTRODUCTION TO CORRECTIONAL TECHNIQUES PHASE II (ICT Phase II)........... 34

a. Scheduling........................................................................................................................ 34

b. Cancellations.................................................................................................................... 35

c. Completion Requirements................................................................................................ 35

d. Motivational/Professional Category................................................................................ 37

e. Student Failures................................................................................................................ 37

f. Honor Graduates............................................................................................................... 37

g. Participant Evaluations.................................................................................................... 38

SPECIALTY TRAINING PROGRAMS.................................................................................. 38

a. Nominations..................................................................................................................... 39

b. Scheduling Training Classes............................................................................................ 39

c. Scheduling........................................................................................................................ 39

d. Rescheduling/Cancellation. ............................................................................................. 39

e. Pass/Fail Policy................................................................................................................ 40

MATERIAL REQUESTS......................................................................................................... 40

Chapter 7. Management and Specialty Training Center (MSTC)........................................ 41

MISSION, GOALS, ANNUAL REPORT................................................................................ 41

STRATEGIC PLAN................................................................................................................. 41

MSTC OPERATIONS.............................................................................................................. 41

MSTC INSTRUCTORS........................................................................................................... 41

MSTC MASTER TRAINING SCHEDULE (ANNUAL TRAINING PLAN)........................ 42

TRAINING MANAGEMENT................................................................................................. 42

PARTICIPANT SELECTION.................................................................................................. 43

NOMINATION/CANCELLATION PROCEDURES FOR MSTC COURSES...................... 43

a. Cancellations.................................................................................................................... 43

b. Training Waivers............................................................................................................. 44

CORRESPONDENCE COURSES (HUMAN RESOURCES)................................................ 44

ASSESSMENTS....................................................................................................................... 45

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Glossary

ACA − American Correctional Association

AD − Assistant Director

AT − Annual Training

ATP − Annual Training Plan

AW − Associate Warden

BOP − Bureau of Prisons

BOP-Learn – Bureau’s Training Management System

C&ID – Curriculum and Instructional Design

CDS − Curriculum Development Specialist

CEO − Chief Executive Officer

CPR/AED – Cardiopulmonary Resuscitation/Automated External Defibrillator

CR – Continuing Resolution

DAD − Deputy Assistant Director

DOJ − Department of Justice

DTP − Department/Division Training Plan

EOD − Entry on Duty (date)

ETP − Entry to Position (date)

ED – Effective Date

FLETC − Federal Law Enforcement Training Center

HRA − Human Resource Administrator

HRM − Human Resource Manager

HRO − Human Resources Office

HRMD − Human Resource Management Division

ICP − Institution Character Profile

ICT Phase I − Introduction to Correctional Techniques Phase I

ICT Phase II − Introduction to Correctional Techniques Phase II

JTA − Job Task Analysis

LCDB − Learning and Career Development Branch

(formerly Training and Staff Development Section)

LEAD − Leadership Enhancement and Development

LEOSA − Law Enforcement Officers Safety Act

MSTC – Management and Specialty Training Center

NCA – National Corrections Academy

NIC − National Institute of Corrections

OGC − Office of General Counsel

POC – Point of Contact

PMSO – Position Management System On-Line

RD − Regional Director

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SME − Subject Matter Expert

STA − Staff Training Academy

TA − Training Authorization

TOA − Training Opportunity Announcement

UDC − Unit Disciplinary Committee

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Chapter 1. Employee Development

This chapter describes training initiatives related to employee development, including Career

Enhancement, Staff Development, and Computer-Based Self-Study.

CAREER ENHANCEMENT

The Career Enhancement process assists the BOP and the employee by preparing him/her to

assume positions of increased responsibility. It also helps employees seeking to become more

effective in their positions or who wish to help others in their career development. Human

Resources staff assist with career guidance techniques, assessment and development tools, and

guidelines concerning staff development.

Involvement in this program does not guarantee selection to a new position. Each employee is

responsible for his/her own development. In the Career Enhancement process, employees

should:

■ Set realistic career goals for themselves.

■ Accurately assess his or her current skills.

■ Receive feedback.

■ Improve skills needed for job effectiveness.

Supervisors and Managers are responsible for the development of their employees. The

employee, if applicable, may request from their supervisor or manager to further assist their

career by:

■ Allowing time away from current duties to participate in development activities.

■ Providing opportunities to serve in acting roles.

■ Structuring work assignments to provide exposure to new aspects of work.

The above opportunities will be offered to qualified employees in a fair and equitable manner.

Employees are never required to attend agency-sponsored training unless in an appropriate pay

status.

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STAFF DEVELOPMENT

Human Resource Managers (HRMs) encourage staff to continue their development, provide

options, and guide employees through Career Enhancement activities.

Possible sources include cross-development courses, web-based courses, distance learning, self-studies, outside workshops, seminars, and other educational programs.

When prudent, outside resources are utilized. This includes public and private agencies, private

industry, and colleges and universities (e.g., training videos, self-study courses, and library

resources).

In some cases, an employee may wish to volunteer personal time to participate in career

enhancement activities, in accordance with the Fair Labor Standards Act (FLSA), as applicable.

CROSS-DEVELOPMENT SELF-STUDY

Cross-development courses provide training to staff in areas outside of their disciplines. The

LCDB, along with Central Office Branch Chiefs, ensures that courses are developed, reviewed,

updated, and made available to BOP sites.

After the employee reviews the subject matter and completes course activities and/or skill

checks, he/she takes a computer-based test. All cross-development examinations are

considered open-book unless otherwise stated. Human Resource staff must enter eZexam

test completion data onto the training record. Web-based cross-development courses

given through BOP-Learn will automatically be credited to the training record when the

course is completed and a passing score is received. Current cross-development courses

include:

■ Case Management.

■ Correctional Services Management.

■ Correctional Systems.

■ Education/Recreation Services Management.

■ Facilities Management.

■ Food Service Management.

■ Health Services Management.

■ Human Resources and Staff Development.

■ Managing Female Offenders.

■ Information Technology Services.

■ Privatization Management.

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■ Program Review and Management Control.

■ Psychology Services Management.

■ Occupational Safety and Environmental Health Management.

■ Religious Services Management.

■ Residential Reentry (formerly Community Corrections Management)

■ UNICOR Management.

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Chapter 2. Employee Development Planning

Training and other performance improvement initiatives are designed to meet the BOP’s mission

and goals by promoting, providing, and coordinating staff development.

Per Title 5 of the Code of Federal Regulations Part 410.201 and American Correctional

Association (ACA) requirements, an Annual Training Plan (ATP) is formulated each year based

on an organizational needs assessment, conducted by each Human Resources Office (HRO) on

an individual, departmental, and organizational level. Documentation must reflect the needs

assessment process and support the ATP.

ANNUAL TRAINING PLAN

The Annual Training Needs Assessment is used to develop the ATP, which must be completed

prior to (and used as justification for) the next fiscal year’s budget. All departments are required

to submit a departmental needs assessment each year.

The local ATP consists of training and developmental activities that support the BOP’s mission

by improving employee effectiveness.

The plan must be approved by the Training Committee (see requirements in Chapter 3); the final

approving authority is the Chief Executive Officer (CEO). Only the CEO is required to approve

plans for sites not required to have a Training Committee, per Chapter 3.

The ATP is the strategic plan for each servicing HRO.

The ATP serves as justification for requesting funds. It must be adjusted once budget allocation

is received, and approved through the same process.

The ATP is a working document; the HRM adjusts it to reflect changes, updates, replacements,

and accomplishments. In addition to the Fund Control System, additions and deletions are

shown in an attachment.

The ATP has two categories: performance goals/improvement and supplies/equipment. The

ATP identifies participants by name, title, or department and includes Course Name or

Description, Cost, Source of Funding, and Status (completed, canceled, etc.).

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RESPONSIBILITIES

Immediate Supervisor/Manager

■ Meets with each employee yearly to determine individual needs assessments, prioritize, and

reach agreement regarding the employee’s needs. The individual needs assessment is a “road

map” of an employee’s training and development activities, including training to address

existing skills and pinpoint areas where skills are lacking or must be developed.

■ Forwards information to the Department Head for inclusion in the Department Training

Needs Assessment.

Department Head/Regional Office Administrator/Central Office Section Chief

■ Assesses department needs by assessing the effect the training/development will have on the

employee, department, and institution/office.

■ Discusses with employees and supervisors their training and development needs.

■ Submits a Department/Division Training Plan (DTP) to the HRM, with each training activity

prioritized.

Human Resource Manager

■ Obtains plans, including specific justifications, from each department in the institution,

administrative office, division, or Training Center. This should include all training

regardless of cost or funding source, with the exception of mandated training assigned in

BOP-Learn.

■ Collects relevant documentation from the sources listed (and any other data from any source

not listed that has an impact and is unique to the location).

■ Drafts the local ATP, using DTPs with other data relating to training. The ATP is reviewed

by the Training Committee and submitted to the CEO for approval by June 1 of each year for

budget justification. The ATP for the Central Office is submitted to the Deputy Assistant

Director, Human Resource Management Division (DAD, HRMD).

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Chapter 3. Program Administration

This chapter establishes a method of administrative operation in HROs and outlines an efficient

organizational structure. The administrative procedures describe the minimum management and

documentation systems needed to create a historical base of information.

Facilities for classroom instruction must be easily accessible, free from distracting noise or

observation by inmates, large enough to accommodate all students, and set up for audiovisual

presentations.

TRAINING COMMITTEE

A Training Committee must exist in all institutions (Regional Offices, Central Office, and

Training Centers excluded). The committee is chaired by the HRM. At a minimum, one

Associate Warden (AW) must serve as a member; in his/her absence, acting representatives are

appointed. In Complexes, an AW from each institution attends meetings. If the institution has

an employee who has completed the Innovative Learning Strategies (or Instructor Skills,

Instructor) Program, that employee should serve as a member. In accordance with the Master

Agreement, the Union is afforded membership on the training committee.

Per ACA requirements, regardless if an annual budget has been approved or not, the Training

Committee must continue to conduct quarterly meetings. Notification should be sent to all

department heads, executive staff, and the Union president via email. Minutes, reflecting

committee discussions and decisions, must be signed by the Warden, routed to committee

members, and kept on file for five years. HRMs are responsible for developing a process and

form to review and approve training requested between meetings. Further, HRMs are required to

ensure the availability of the ACA Standards and other relevant information. The following

items must be covered during the meeting and listed on the agenda:

■ Review ATP and report to the committee all additions/deletions.

■ Review training budget and receive approval from the committee for variances.

■ Develop training based on issues that affect specific departments and the entire institution

(e.g., Institution Character Profile [ICP], Strategic Planning, Joint Commission, Program

Review, ACA, significant incidences.)

■ Review program evaluations for effectiveness.

■ Prioritize training requests (individual, departmental, and institutional) to formulate the ATP.

■ Review and recommend approval/disapproval of training requests received by the HRO.

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RECORDKEEPING

The HRO keeps documents in this section on file for five years.

a. Cancellation Files. The following cancellation documents are kept:

■ Request for cancellation originating from the department head.

■ Warden’s signed request for cancellation to the Regional Director.

■ Regional Director’s (RD) (or designee’s) approval.

■ Assistant Director, HRMD’s (AD, HRMD) (or designee’s) approval.

b. Program Evaluations. Evaluation summaries are maintained for internal training programs

hosted by the HRO. Evaluations are reviewed, signed by the HRM and program instructor, and

maintained for five years.

c. Training Records. Training records may be obtained through BOP-Learn by the employee

or requested through the HRO.

d. Training Authorization/SF-182 (TA)/Certification/Documentation. Training conducted

locally must be keyed by Human Resources staff within 15 working days to ensure certifications

do not expire in BOP-Learn. Training conducted by other departments or at other locations must

submit training documentation to the Human Resources Office (HRO) within 30 days after the

completion of the training. Course codes, titles, dates, and hours are verified for accuracy before

being keyed into BOP-Learn. All training conducted nationally or by BOP training centers will

be keyed by the respective training center, unless specified in the TA.

An obligating form (TA [SF-182], credit card document, or purchase order) is prepared for

external training involving expenditures. The HRM signs SF-182s for his/her cost center, and all

other obligating documents. It is not necessary to print a hard copy SF-182.

For all non-departmental sponsored conferences/training, reference the Department of Justice

(DOJ) policy 1400.01, Planning, Approving, Attending, and Reporting Conferences.

Some form of input documentation must be used to initiate and certify training completion −

sign-in sheets, schedules, memorandums, or any document authorizing the training and

containing all required information.

Files containing keying documentation are maintained for five years. The HRM/HRS may

exercise discretion in keying non-mandatory training requests (e.g., lunch and learns, Acting

P3906.22 4/30/2015 16

assignments, etc., of less than eight hours); however, consideration should be given to ensure

staff have satisfied the minimum required number of training hours annually.

e. New Employee Documentation. The following documentation must be maintained for each

Introduction to Correctional Techniques Phase I (ICT Phase I) and Introduction to Correctional

Techniques Phase II (ICT Phase II) programs:

■ Copy of ICT Phase I or New Employee Orientation training schedule/agenda.

■ Course Evaluation (ICT Phase I or New Employee Orientation).

■ Performance signoff sheets (ICT Phase I).

■ ICT Phase II class evaluation (if applicable).

f. Annual Training (AT). The following documentation must be retained:

■ Agenda.

■ Sign-in sheets.

■ Dated employee roster.

■ Medical exemptions (including a projected completion date), signed by the CEO.

■ Firearms certification sheets/scores (for locations that complete firearms training).

■ Curriculum (including lesson plans, PowerPoint presentations, and handouts). Special

circumstances (location, security level, specialized programs, local statistics, etc.) may

require changes that are necessary to improve the effectiveness of AT. All changes to AT

curriculum (including lesson plans, presentations, additional worksheets and activities, etc.)

must be approved by the CEO or designee prior to instructional use. Documentation of all

changes must be maintained by Human Resources and kept on file for five years.

■ Course evaluations.

g. Program Review. Operational and Program Reviews of the HRO must be maintained until

the next program review is completed.

h. Mandatory Standards Temporary Exemption. Mandatory Standards Temporary

Exemption can be defined as a temporary release from a mandatory training requirement.

Documentation for temporary exemptions must be provided to the HRM, approved by the CEO,

and includes a projected completion date.

i. Budget Information and other Administrative Records. Each HRO must maintain a

budget monitoring system documenting each phase of budget management, changes in the ATP,

and property management. Strategic Planning documentation, meeting minutes, correspondence

files, current policy and guidelines, and lesson plans are maintained as hard copy or electronic

files for routine office functions.

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j. Training Opportunity Announcements (TOA). If a training requirement exists, a TOA is

used. Collateral-duty positions are announced via a vacancy announcement.

A TOA is used for all locally developed programs for which participants have not been identified

by mandatory standards, through needs assessments, or other internal means. Criteria for

determining whether a TOA should be used to select participants depend on who has training

oversight responsibility. The announcement is created by the HRO and posted in areas of high

visibility. A TOA is used for all training for which participants are competitively selected. The

TOA must be open for a minimum of 15 working days, excluding the day it was posted and

holidays. Per the Master Agreement, the Union must receive a copy of the announcement.

The following information must be included (additional information may be added):

■ Opening and closing dates of announcement.

■ Title.

■ Number of vacancies to be filled.

■ Date and location of the training.

■ Description of the training.

■ Eligibility group/qualifications required.

■ Application procedures.

■ Impact statement regarding promotion potential.

For continual or recurring training, TOAs may be posted on an open-continuous basis and

selections made when necessary. Open-continuous TOAs are closed out each fiscal year and re-announced at the start of the next fiscal year.

APPLICATION PROCESS

Employees submit, through their supervisor, a memorandum stating their interest in the training

and its relevance to their work. If required by the TOA, employees document their

qualifications.

After the closing date, the HRO must submit the file to the CEO for selection. The file should

consist of:

■ A memorandum documenting official selection. The HRM prepares the document for the

CEO (or designee) indicating, in alphabetical order, which applicants are eligible. The

document must allow the CEO to make an obvious mark by the name of the employee(s)

being selected and provide a signature blank.

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■ A copy of the TOA.

■ All applications.

HRO will notify applicants and selectees’ supervisors via e-mail of the CEO’s selection. All

documents, including proof of notification, should be retained for five years.

Note. TOAs should not be announced without a specific date for training. If a TOA must be

announced with a “TBD/TBA” or similar language, an updated TOA with the selected dates

must be maintained in the file.

CERTIFIED INSTRUCTORS

A TOA is used to select certified instructors. Institutions must select at least two instructors for

each specialty program area. Each institution must select the appropriate number of American

Heart Association (AHA) Cardiopulmonary Resuscitation/Automated External Defibrillator

(CPR/AED) instructors to meet the AHA ratio of one instructor per nine students. Once

selected, the HRO must assign the appropriate collateral duty assignment in BOP-Learn to

ensure staff are nominated to attend and included on the training waiting list.

The following qualifications are listed in the TOA to select certified instructors. Applicants

must:

■ Have completed the probationary employment year (unless waived by the CEO).

■ Agree to the conditions noted in the TOA.

■ Certify as physically able to perform the duties.

■ Maintain at least a “fully successful” performance evaluation in the current year.

■ Demonstrate the ability to communicate clearly − orally and in writing.

■ Be willing to perform the duties of the instructor position for at least three years after

certification, even in the event of a change in duty station.

Employees selected as certified instructors attend a national certification training program at the

appropriate Training Center. All certified instructors must instruct a class in their specialty as

needed by the institution at least once every 12 months to maintain certification. Certified AHA

CPR/AED instructors are trained at the institution and must be available to teach at least four (4)

certified classes every 24 months to meet the AHA requirements and institutional needs.

RECERTIFICATION

The BOP requires recertification every 24 months for instructors in firearms, self-defense,

disturbance control, CPR/AED, and Lead Baton. During the recertification process, the Lead

P3906.22 4/30/2015 19

Instructor observes the instructor’s technique, safety, group interaction, and instruction skills. A

recertification form is completed for each instructor and maintained by the HRO.

Recommendations for or against recertification are made to the CEO through the HRM. If an

instructor does not meet training requirements or the institution’s training needs, the HRM

recommends retraining or removal. The CEO is the approving official; the HRM maintains

approval/disapproval documentation. Upon recertification, the training is documented on the

individual training record.

Instructors in the remaining course areas recertify only as changes are made to course content.

LEAD INSTRUCTOR

The Lead Instructor is the HRM’s subject matter expert (SME) in a specialty area. At a

minimum, lead instructors recertify other instructors. A TOA is used to select lead instructors.

Once selected, the HRO must assign the appropriate collateral duty assignment in BOP-Learn to

ensure staff are nominated to attend and included on the training waiting list. The criteria for

qualification include:

■ Knowledge and experience in the specialty area.

■ Instruction ability.

■ Effectiveness in working with institution staff.

■ Leadership/organizational skills.

■ Completion of a BOP Instructor course within the desired specialty and has maintained

continuous certification.

Lead Instructors must attend recertification at the appropriate Training Center every four years

and assist the HRM in recertifying other specialty instructors. Lead CPR instructors must attend

recertification at the appropriate Training Center every two years.

MSTC/STA STUDENT NOMINATION/CANCELLATION PROCEDURES

Student nominations for mandatory training are automated through BOP-Learn. The following

are procedures for nominating students for MSTC/STA courses:

■ Nominations for ICT Phase II classes are automatically assigned once new employees are

entered into the BOP-Learn system via NFC download.

■ For non-mandatory classes conducted by MSTC/STA or Central Office, a memorandum is

issued by the discipline outlining the request for nomination to the specific training center.

This request should be addressed to the AD, HRMD and routed through the CEO, RD, and

the AD of the staff’s respective discipline.

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■ If the training is required because the employee serves in a collateral duty position, the

collateral duty certification must be assigned to the employee in BOP-Learn by the local

HRO. Once assigned, the nominations will be automatically made at that time. Once an

employee no longer requires the collateral duty certification (i.e., resigns, will transfer to a

different duty station, termination, etc.), the local HRO is responsible for removing the

collateral duty certification from BOP-Learn.

■ Please see Chapter 6, Management and Specialty Training Center, for nominations for

Graduate School Correspondence Training.

■ All mandatory training is assigned by position (based on job type codes) through BOP-Learn.

(See note below.)

Cancellation procedures for residential trainings hosted by the LCDB, STA, and MSTC are

outlined in Chapters 5, 6, and 7 respectively. Cancellation requests for classes held through

MSTC, STA, or LCDB for reasons not cited in Chapters 5-7 must be approved by the RD, AD,

or designee.

Valuable time and resources are lost when employees are canceled from training. These

procedures ensure effective use of the entire training process.

HRMs must retrieve reports from BOP-Learn to ensure all nominations have been made. If an

employee is no longer mandated to attend training, the HRM may submit a Grandfather Request

form (located on the LCDB Sallyport webpage) to BOP-HRM/LCDB~@bop.gov to have the

employee removed from the waiting list.

Note. BOP-Learn Job Type Information. Series, official, and working title codes listed in the

current payroll system (known as Job Type Codes in BOP-Learn) for each position and

employee are downloaded and used for identifying mandatory training requirements. To ensure

the integrity of the downloaded data, the use of accurate titles/codes for each BOP position and

employee is imperative. To maintain the accuracy of the title codes for BOP positions, Human

Resource Managers are required to ensure these codes are regularly reviewed and verify the title

code entered into PMSO for the position is correct.

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Chapter 4. Mandatory Training Standards

RESPONSIBILITIES

a. Central Office Divisions. Divisions establish Bureau Mandatory Training Standards

appropriate for their disciplines. Divisional components process their standards through LCDB.

b. LCDB. LCDB certifies Bureau Mandatory Training Standards and places the standards on

the LCDB Sallyport webpage, providing updates as needed. LCDB must approve all titles and

course codes of a Bureau Training Standard. Unauthorized titles may not be keyed into the data

system.

c. HRO. As mandatory training standards change, it is imperative for HROs to reference the

current Mandatory Training Standards on a continual basis. The Mandatory Training Standards

are located on Sallyport and should be incorporated with an adequate tracking system of ALL

mandatory training standards. Tracking should be utilized on a continual basis to ensure

compliance with Program Review Standards.

MANDATORY TRAINING STANDARDS REQUIREMENTS

A Bureau Training Standard may not be considered “mandatory” if it has not been certified by

LCDB. Funding for training will be noted in the Mandatory Training Standards.

A temporary exemption is defined as a temporary release from a mandatory training

requirement. Documentation (medical documentation, military orders, etc.) for temporary

exemptions must be provided to the HRM and approved and signed by the CEO. Temporary

exemptions must include a projected completion date.

SELF-STUDY

Participants shall be allotted time for training at their location. Training time is scheduled by the

HRM and the department head, generally in no less than four-hour increments as needed, to

complete an entire course.

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TRAINING FOR TRANSFERRING EMPLOYEES

Employee Familiarization, Federal Bureau of Prisons, Transfers − BOP Training (GNR-

0261-BXX).

Each employee transferring into an institution, Central Office, or a Regional Office from another

Bureau worksite must complete eight hours of institution orientation within the first 40 hours of

duty. Any employee in a Non-Law Enforcement position transferring to a Law Enforcement

position must also complete Introduction to Correctional Techniques, Phase I and Phase II.

FAMILIARIZATION TRAINING

Employee Familiarization Training (GNR-0260-BXX).

Each new staff member entering a position at the Central Office, Regional Office, Training

Centers, Residential Reentry Offices, and Grand Prairie must complete at least 40 hours of

Bureau and site-specific training within the first 80 hours of duty.

INTRODUCTORY CORRECTIONAL TRAINING

a. Correctional Training Program Phase I, Introduction – BOP

Course Code: CSV-0590-BXX.

All covered and full-time employees must successfully complete the standard Introduction to

Correctional Techniques (ICT) Phase I curriculum within the first 80 hours of employment

(excluding holidays).

Note: Regarding performance log entries, performance evaluations, or adverse action proposals

on any bargaining unit employees who have not completed ICT: Full consideration of this lack

of training must be given before any entry or action on performance is made or taken.

Definition of Covered Employees. Covered employees can be defined as employees appointed

after December 31, 1983, to positions defined as primary law enforcement (i.e., covered under 5

U.S.C. 8331 (20) or 8401 (17) and whose appointments meet the following conditions are

covered):

■ Career and career-conditional appointments, including reinstatements and transfers.

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P3906.22 4/30/2015 24

■ Excepted service appointments exceeding one year, and temporary appointments for which

there is an expectation of conversion to a permanent appointment.

■ Reinstatement of former Bureau employees whose break in service exceeds three years.

■ Public Health Service (PHS) employees and officers stationed in a correctional facility.

■ Commissioned Officer Student Training and Extern Program (COSTEP).

■ Worker Trainees.

Temporary Less Than Full Time/Contract. Each unescorted contract and new temporary

employee not in a full-time position, who provides direct services to inmates and who has

contact with inmates, must complete orientation training. At a minimum, these topics must be

covered:

■ Security Issues.

■ Contraband.

■ Emergency Situations.

■ Ethics/Code of Conduct.

■ Sexual Abuse/Assault Prevention and Intervention.

■ Limits of Worker’s Compensation (not applicable to contract workers).

■ Other local issues.

Institution CEOs determine additional training requirements on an individual basis, such as type

of work performed, location, and amount of contact/interaction with inmates.

If an individual’s contract is renewed for another year, refresher training is required, based on the

type of work performed, location, and amount of contact/interaction with inmates.

b. Correctional Training Program, Phase II, Introduction – BOP

Course Code: HRM-0100-BXX.

Covered employees must complete the Introduction to Correctional Techniques (ICT) Phase II

training program. COSTEPS (Psychology) and worker trainees attend ICT only after a

conversion date is received. New correctional workers receive 104 total hours of training during

this program. Training for non-law enforcement employees is optional, provided on a space-available basis.

Except as otherwise provided, all employees must attend ICT Phase II within 120 days of entry-

on-duty (EOD). No covered employee may attend Bureau- funded training until ICT Phase II is

successfully completed.

Non-law enforcement employees assigned to a position designated as a primary law enforcement

position for more than 90 days must complete ICT, Phase I and II successfully.

Staff members must successfully complete ICT Phase I, prior to attending ICT Phase II.

Waivers to delay attendance of ICT Phase II must be approved by the Assistant Director, HRMD

or designee.

ANNUAL TRAINING (AT)

Correctional Training, Annual – BOP (GNR-0150-BXX).

Institution staff are correctional workers first. All positions assigned to institutions must

encompass duties directly involved with the mission of the institution, require response to

emergencies, and require incumbents to complete ICT and Annual Training successfully,

including firearms.

Primary and secondary law enforcement positions located at an institution (including privately

operated institutions managed by the Bureau), but under the jurisdiction of someone other than

the institution’s Warden, must also meet the above criteria (for example, a regional psychologist

located at an institution, but under the jurisdiction of a regional director; contract oversight

employees at contract facilities etc.). Employees who do not meet legal and regulatory

requirements for law enforcement retirement may not occupy these positions.

An additional 40 hours of training will be provided each subsequent year of employment. Core

Annual Training topics are determined by the Executive Staff each year and disseminated by the

LCDB, HRMD. Core topics are generally limited to American Correctional Association (ACA)-

mandated topics or other externally mandated training requirements, and the topics developed by

the Executive Staff.

Lesson plans for mandated core topics are developed by LCDB and forwarded to each facility.

However, the Warden has discretion as to how much time is allotted and how the topics are

presented (as long as the objectives of the lesson plan are met). For instance, a penitentiary may

spend two days on emergency preparedness while a camp may only spend two hours.

Additional training to meet the 40-hour requirement is at the Warden’s discretion and can come

from self-study or computer-based training modules (i.e., Cross Development Courses, Graduate

School/OPM/ACA self-study courses, FEMA, NIC, BOP-Learn online courses), offsite training

opportunities (discipline conference, OSHA Training, etc.), meetings at which training is

provided, and participation in experiential training (e.g., area searches or acting assignments).

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Approval by a supervisor or department head must be obtained prior to training. Lesson plans,

objectives, etc., are coordinated and documented with Human Resources.

Lesson plans for locally developed training are required. For certain training programs, a lesson

plan is not required (e.g., experiential training assignments, emergency preparedness drills). In

these cases, an agenda, memo, or other documentation is sufficient from which to key training

credit; however, documentation must be coordinated through the Human Resource Department.

Although there is flexibility in the way each facility approaches the classroom portion of Annual

Training, based upon discussions with ACA, firearms requalification must be met within every

12-month period. Temporary medical exemptions must be signed by the CEO and include a

projected Annual Training completion date.

Staff are not required to complete ICT Phase II and Annual Training within the same fiscal year,

however, any mandatory training requirements must be met (e.g., firearms [every 12 months],

CPR/AED, Weapons of Mass Destruction, Continuity of Operations, Information Security, etc.).

Each fiscal year, every institution employee (including PHS staff) must receive 40 hours of

training. Regional or Central Office employees assigned to an institution for more than 90 days

must complete the same curriculum.

Central Office, Regional Office, Residential Reentry, Grand Prairie, and Training Center staff

must complete 16 hours of training annually, including core annual training topics for the fiscal

year, except for firearms, self-defense, and disturbance control.

CPR/AED is a requirement for primary or secondary law enforcement staff including staff

working in non-institution locations such as Central and Regional Offices, Residential Reentry,

Grand Prairie, and Training Centers.

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Chapter 5. Learning and Career Development Branch (LCDB)

This chapter covers LCDB policy and initiatives. Its provisions apply to the section as well as to

institutions and other BOP components.

NATIONAL TRAINING PROGRAMS

LCDB coordinates the following national training programs: New Wardens, National Wardens,

Associate Wardens, Principles of Leadership Phase II, and Innovative Learning Strategies

(previously Instructor Skills, Instructor). The numerous tasks involved in planning these events

may require assistance from all levels of the Bureau.

a. Site Selection. All BOP training activities must be held at a BOP facility, if possible.

b. Nominations/Selections. Prior to the start of a class, a copy of the waiting list is obtained by

the assigned Employee Development Specialist. Participants are selected in order of ETP date

(except for Principles of Leadership Phase II). Individuals in the position(s) longest are selected

first. Those remaining individuals move to the top of the list for the next class. The needs of the

BOP may come before the individual’s ETP date priority status.

Training Authorizations (TAs) are sent by e-mail, automatically through BOP-Learn, six weeks

prior to the class start date to the following individual and departments:

■ HRO.

■ Financial Management Department.

■ Participant.

c. Cancellation Procedures. A memorandum requesting rescheduling or cancellation of a

national training program coordinated by LCDB (Warden Familiarization, Associate Warden

Familiarization, Principles of Leadership Phase II, etc.) must be routed to the AD, HRMD via email to BOP-HRM/LCDB~@bop.gov and cc: to the AD, HRMD, using one of the following

methods:

■ The CEO must request the training be delayed through rescheduling or cancellation for the

following reasons:

 Medical emergency.

 Family emergency.

 Institution disturbance, when appropriate (e.g., food strike or lockdown).

 Change in status (e.g., termination, resignation, reassignment).

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 Previously approved annual leave pursuant to article 19 of the Master Agreement.

■ Request for any other reason must be approved by the appropriate Regional Director or

designee.

When submitting training waivers or cancellation request memorandums for employees who

need to be excused from training for long periods of time (pregnancy, serious health issues,

military duty, etc.), the following additional statement should be included, along with any current

required information:

[Individual’s name] is unable to attend [name of training] due to [reason]. His/Her

anticipated return date is xx/xx/xxxx [date anticipated returning to work]; however, it is

estimated he/she will not be able to attend training until xx/xx/xxxx [estimated date of

return to training].

Once the request is approved by the appropriate official, the staff member will not be placed in

any training courses prior to the estimated date of return. This reduces the need to submit

additional waivers or cancellation requests on behalf of the staff member.

REQUESTS FOR NATIONAL POLICY ASSISTANCE

LCDB updates and interprets training policy and external regulations and requirements (OPM

and DOJ Regulations, Executive Orders, etc.). The Branch answers requests for policy

interpretations by Human Resources staff, Program Review Examiners, and others.

Human Resource Managers and Specialists are encouraged to address policy questions to their

regional administrator before contacting LCDB. When national guidance is necessary, requests

can be made via e-mail (BOP-HRM/LCDB~), phone, or regular mail.

NATIONAL TRAINING PROGRAM FUNDING

To ensure national training programs are based on an identified need and provided in the most

cost-effective way, divisions are required to submit requests for national training programs funds

annually through the Budget Execution Branch.

The Budget Execution Branch initiates a national training budget request for funding no later

than March of each year. A memorandum from the AD, HRMD, goes to each Division detailing

the process and format by which to request program approval and funding.

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CHANGES TO MANDATORY TRAINING STANDARDS

LCDB manages the mandatory training requirements for the BOP and should be contacted for

changes to mandatory training including classroom-based, self-study, and distance learning.

Any person coordinating training programs conducted with 21N1 funds must ensure compliance

with this policy. Discipline project managers, institution HRMs, HRAs, and Training Center

Directors must meet requirements in their areas.

National Program Level Code 21N1 supports extensive training activities ranging from

residential-based programs to local institution programs. To evaluate the use of training funds

and the results of these programs, a development and review process exists. The following

procedures must be followed when requesting changes to mandatory training standards to

existing mandatory training as well as establishing training not previously offered at a Training

Center or an offsite location:

■ Complete a Change Request to Mandatory Training Standard form (BP-A0776) (located in

forms area on Sallyport) and cover memorandum requesting training. The BP-A0776 and

cover memorandum are forwarded to LCDB. A justification of the training need and fiscal

impact statement must be included.

■ LCDB works with the STA and MSTC along with the Subject Matter Expert (SME) to

prepare and submit evaluations, recommendations, and/or alternatives to the AD, HRMD, for

review.

■ The Union will be provided notice of any changes to the mandatory training standards and

given the opportunity to provide input.

■ The AD, HRMD approves, denies, or provides alternative(s) to the proposal.

If the need to conduct the training still exists and alternate delivery strategies are available,

Curriculum Development Specialists (CDS) will work with the respective SMEs to make

necessary adjustments.

It is understood that the agency has the right to modify mandatory training standards pursuant to

5 USC 7106.

BOP-LEARN

Requests for assistance can be made either by phone or e-mail. USER-IDs are synchronized

with the BOP LAN network ID and password; therefore, login issues should be addressed with

the local Information Technology Department. For Human Resources staff requiring additional

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rights within BOP-Learn, the HRM must submit an email with the staff name, position, and

reason for additional rights to LCDB at BOP-HRM/LCDB~@bop.gov.

BOP-Learn is the electronic repository for all staff training records. All BOP employees have

access to their personal training records through BOP-Learn.

COURSE CODE

LCDB manages the Course Code Catalog in BOP-Learn and is accessible to all HR staff who

have been assigned access as a training administrator. The catalog contains all course codes

assigned to BOP mandatory training programs; courses that require tracking of staff completion

due to other DOJ, Federal, or legal mandates; and numerous non-mandatory professional

development courses sponsored by various vendors and outside sources.

The following is a reference guide detailing the course code format:

Course Format

ADM-0010-BXX Budget Analyst − BOP

EXD-0270-GSX Team Building and Leadership, Supv (OPM) − GOV

Product Group (Prefix). (e.g. ACQ, ADM, CPG, CSM, CSG, CSV, DIR, DTP, EDM, EDU,

EXD,EXS, FAC, FDS, FPI, GNR, HRM, HSD, LGL, PRD, PSY, REC, RLG, SFT, SYS, TEL)

Course Number within Product Group. “0000” The code number is assigned consecutively

within Product Group Code Courses.

Suffix:

■ First letter represents SOURCE. (B)OP; (V)endor; (G)ov agency; (S)tate/Loc;

(C)ontracted vendor.

■ Second letter represents SUPERVISORY. (S)upervisory; (X) not supervisory.

■ Third letter represents EXEC STAFF. (E)xecutive Development; (X) not Exec

Development.

Additions to the Course Catalog are processed by LCDB upon receipt of a Training Course Code

Request (BP-A1046). LCDB will notify the requester of new course code assignments (usually

within 15 working days after receipt of curriculum approval).

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CURRICULUM DEVELOPMENT

Curriculum Development is responsible for assisting in the production of instructional materials

for national training. This is accomplished by understanding the learning needs of the BOP and

by providing technical, instructional expertise to subject matter experts (SMEs).

a. Curriculum Design. Each curriculum follows a standardized format; however, it may be

unique depending upon the desired outcome of the training. A basic structure of curriculum

considers course length, goals, learning objectives and content. Curriculum includes an agenda,

lesson plans representing segment of the agenda, a course assessment, and all supporting

materials such as PowerPoint presentations, visual references, job aids, and handouts.

Any training requiring a course code must submit all of the completed curriculum including

lesson plans, presentations, handouts, exams, and test matrix for review and approval by LCDB.

Additionally, any vendor-contracted instructional materials used for BOP training purposes must

be forwarded for review in advance and approved by LCDB. In accordance with the Records

Information Disposition Schedules (RIDS), a curriculum package no longer in use is maintained

for five years, then destroyed.

b. Curriculum Review. Each curriculum package is reviewed annually; however, earlier

reviews may be conducted as policy changes, legal decisions are rendered, new technology is

implemented, or any other significant event to happen that prompts a review. Job Task Analyses

(JTA) and Revalidations for disciplines are maintained for two years, then destroyed. Program

Coordinators and SMEs should contact either the Chief or the Deputy Chief, LCDB, to discuss

updating, revising, or establishing training for their discipline.

EXECUTIVE DEVELOPMENT

The BOP’s management of executive development training is coordinated through the

Leadership Enhancement and Development (LEAD) Program by LCDB. The Chief, LCDB,

serves as Administrator for the LEAD Program and identifies leadership training programs for

first-line supervisors and above to assist in the development/enhancement of leadership and

management skills.

It is critical that programs are of the highest quality and target skills and competencies necessary

to be successful at the highest levels within the BOP.

At the beginning of the program, all program participants are required to complete a 360-degree-

assessment which measures leadership skills and traits of managers. This assessment is designed

to collect information from supervisors, peers, and subordinates about a manager’s performance.

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The principal strength of a 360-degree-feedback instrument is its use of multiple perspectives.

Program participants are required to send a copy of their individual feedback assessment to the

Chief, LCDB. This documentation will also be reviewed by the AD, HRMD, for assessment and

individual development. No information from this assessment will be utilized for promotion

potential or inclusion in the performance evaluation process.

Annually, the Administrator determines courses to be offered during the next fiscal year based

on discussions with training vendors (OPM, NIC, etc.), a 360-degree assessment, and Executive

Staff input.

Once determined, the Administrator creates a LEAD Program Training Plan (LPTP), to be

approved by the AD, HRMD.

a. Training Opportunity Announcement. A TOA is used to select participants for the LEAD

Program, consistent with merit system principles. Involvement in this program does not

guarantee a future promotion.

A standard-formatted TOA is created by LCDB and sent via e-mail to BOP facilities. It is open

for 15 working days, excluding the date it was posted and holidays.

After the closing date, the file is submitted to the AD, HRMD (unless different instructions are

noted). The Director or AD, HRMD, is the final decision authority. TOA documentation is filed

for five years.

The Chief, LCDB, sends written notification to the selectee and his/her HRO and sends non-selection notifications to all other remaining applicants.

b. Program Evaluations. Participants in Executive Development courses must complete an

evaluation (forwarded to each participant via e-mail). The Administrator reviews course

evaluations and if significant trends are noted (e.g., courses not meeting expectations) identifies

solutions or alternatives and forwards recommendations to the DAD, HRMD for approval.

c. Cancellations. Cancellations for Executive Development courses must be forwarded to

LCDB in a timely manner per instructions in the Training Authorization.

d. Training Authorization/Certification/Documentation. Executive Development training is

keyed by LCDB, unless otherwise noted. An obligating form (i.e., Training Authorization [SF-

182], credit card document, or purchase order) is prepared for external training involving

expenditures. The signature of the Chief, LCDB, is required on all SF-182s and other obligating

documents. A signed copy is then forwarded to the participant and the respective HRO.

P3906.22 4/30/2015 32

e. National Institute of Corrections (NIC). Executive Development courses are available

through NIC. BOP applicants, even if locally funded, must forward the endorsement and

application forms to the Chief, LCDB for approval.

P3906.22 4/30/2015 33

Chapter 6. Staff Training Academy (STA)

INTRODUCTION TO CORRECTIONAL TECHNIQUES PHASE II (ICT Phase II)

Each new permanent or temporary employee with an established permanent appointment

conversion date with the BOP or PHS and former employees who are reinstated with a three-year

(or more) break in BOP service, must successfully complete the three-week ICT Phase II

program.

Training must begin no later than the 120th day after entry into their permanent position. The

120-day requirement may only be extended by waiver; the Warden must forward a request

through the RD to the AD, HRMD, or designee, including an anticipated completion date.

Before attending ICT Phase II, staff must successfully complete ICT Phase I. Regional or

Central Office employees assigned to an institution for more than 120 days must successfully

complete ICT Phase II.

a. Scheduling. Participants are scheduled in order of EOD. Nominations are not required,

except for PHS staff and reinstated staff (separated more than three years). Nominations for PHS

staff are received from the Health Services Division by forwarding a copy of the Personnel Order

form, PHS-7063, to the Registrar’s Office via email. Nominations for reinstated staff are

submitted by the local HRO to the Registrar’s Office via email. Once the participant list is

confirmed, the STA Registrar’s Office forwards an electronic Training Authorization to the

institution HR Offices. TAs are sent by email, automatically through BOP-Learn, six weeks

prior to the class start date to the following individual/department:

■ HRO.

■ Financial Management Department.

■ Participant.

If scheduling difficulties prevent a significant number of staff from beginning ICT Phase II

within the 120-day requirement (insufficient classroom space, high activation rates, canceled

classes, etc.), the STA Director will issue a waiver and send it via email to HRMs.

Once an employee is scheduled via a training authorization, the institution HRM notifies Health

Services of the class start date. The Health Services Administrator (HSA) submits a medical

clearance form by e-mail to the STA Registrar’s Office within 30 days, but no later than two

weeks before the participant starts ICT Phase II. This must be received by the STA Registrar’s

Office before the employee attends training. Failure to submit the medical clearance form may

result in the employee being removed from the scheduled training class.

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b. Cancellations. In case of personal (medical or family emergency) or institution emergency

(disturbance, food strike, lockdown etc.), the HRM submits a waiver to the 120-day requirement.

A training cancellation or postponement must be routed via email in memorandum format

through the CEO to the RD/AD including the staff member’s name, EOD, reason for

cancellation, and projected clearance date.

The RD/AD forwards requests to the AD, HRMD, or designee. Upon approval/disapproval, an

email is sent by the AD, HRMD, or designee to the institution.

When submitting training waivers or cancellation request memorandums for employees who

need to be excused from training for long periods of time (pregnancy, serious health issues,

military duty, etc.), the following additional statement should be included along with any current

required information:

[Individual’s name] is unable to attend [name of training] due to [reason]. His/Her

anticipated return date is xx/xx/xxxx [date anticipated returning to work]; however, it is

estimated he/she will not be able to attend training until xx/xx/xxxx [estimated date of

return to training].

Once the request is approved by the appropriate official, the staff member will not be placed in

any training courses requiring travel prior to the requested date. This reduces the need to submit

additional waivers or cancellation requests on behalf of the staff member.

c. Completion Requirements. Staff must be proficient in the knowledge, skills, and abilities

needed for correctional work. “Proficiency” is defined as the successful completion of ICT

Phase II as a condition of employment for employees covered under 5 U.S.C. § 8331(20).

“Successful completion” is defined as acceptable performance for three components:

■ Firearms. On approved courses of fire, score 70% or higher (21 of 30) with the 9mm pistol,

70% or higher (21 of 30) with the M-4 carbine, and 100% (5 of 5) with the shotgun.

■ Academics. Achieve an overall score of 70% or higher on the written academic tests of job

knowledge.

■ Physical Ability Test (PAT). Complete five events:

 Dummy Drag. Drag a 75-1b. dummy three minutes continuously. Benchmark 694 ft.

 Ladder Climb. Benchmark 7 seconds.

 Obstacle Course. Benchmark 58 seconds.

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 Quarter Mile Run and Cuff. Run 1/4 mile and apply handcuffs. Benchmark 2 minutes

and 35 seconds.

 Stair Climb. With a 20-lb. weight vested, climb up and down 108 steps. Benchmark 45

seconds.

The PAT mandates a minimum passing score based on a set compensation model. A composite

score is based on the student’s five event scores.

Participants must also demonstrate proficiency in practical skill areas (safe weapon handling,

self-defense, search procedures).

As a result of the Law Enforcement Officers Safety Act (LEOSA), the BOP has carefully

reviewed the role of PHS officers and determined that PHS officers will not complete firearms

training, including the BOP’s Introduction to Correctional Techniques course, Annual Firearms

Training, or any other specialized firearms training course. PHS officers must complete the

Correctional Services cross-development course, or an equivalent course assigned by the STA.

Chaplains will not complete firearms training (and do not participate in annual firearms

qualification at the institution). Physicians, Dentists (non-PHS) and Chaplains will have the

option to complete firearms training; however, once participation is waived, the individual

cannot participate in local annual refresher firearms training. Those who do not participate in

firearms training will be required to complete the Correctional Service cross-development

course, or an equivalent course assigned by the STA. The Cross Development courses must be

completed while at STA. A minimum score of 70% is required to graduate from the Academy.

Except as otherwise provided by law or regulation, or expressly provided herein, a new

employee covered under 5 U.S.C. § 8331(20) who does not complete all three areas

successfully will fail ICT Phase II; his/her conditional employment with the BOP must be

terminated. Employees failing ICT Phase II will not be retained via waiver or hired as a

temporary appointment.

Qualified persons with disabilities are required to complete ICT Phase II successfully as a

condition of employment for a position covered under 5 U.S.C. § 8331(20). A “qualified person

with a disability” is one who can, with or without reasonable accommodation, perform the

essential functions of the position, including successful completion of ICT Phase II.

The HRM screens any employee with a temporary medical condition (injury, illness, pregnancy,

etc.) and requests a waiver until the employee has recovered. The request is routed through the

Warden to the Regional Director to the Assistant Director, HRMD, or designee. A final

determination whether a medical condition is temporary or permanent, and whether a waiver will

P3906.22 4/30/2015 36

be granted, is based on a physician’s assessment. All medical information is considered

confidential under the Privacy Act of 1974.

d. Motivational/Professional Category. The Class Coordinator and instructional team assess

the motivational/professional category throughout the training, using these criteria:

■ Ability to communicate and cooperate effectively.

■ Role-play scenarios.

■ Classroom participation.

■ Conduct.

■ Proper wearing of the uniform.

Evaluations are graded:

■ Satisfactory. The student had no difficulty during the training or resolved difficulties with

no residual reflections on character, conduct, or performance.

■ Unsatisfactory. The student had to be counseled because of negative behavior and

demonstrated no change in behavior, resulting in a negative report. The STA Director (or

designee) has final review. The institution is informed of the student’s problem area(s), and

an unsatisfactory evaluation is noted in the student’s evaluation narrative.

e. Student Failures. STA staff will immediately verbally notify any student who does not pass

any of the three areas after the failing grade is determined. The Director, STA, notifies the

sending Warden and HRM of any students who do not pass. The employee is returned to the

institution for removal. STA will provide the respective HRM with documentation as a basis for

removal. Removal based on failing ICT Phase II results in the prohibition of rehire consideration

for a two-year period.

Students who do not pass firearms may remain at the STA for additional intensive training for up

to five business days (40 hours) after their scheduled completion date. If the student is still

unable to qualify, he/she is returned to the institution for removal.

f. Honor Graduates. To be eligible for Honor Graduate, a student must achieve the following:

■ Academics. Cumulative score of 95% or higher.

■ Firearms. Attain at least 143 of 150 possible points on Transtar II target with 9mm pistol,

28 hits inside the five ring with 30 overall hits on the target with the M-4 Carbine, and 5 hits

on the target with the shotgun. A shooter firing rounds on any shooting point other than that

assigned during a qualification course of fire is not eligible for Honor Graduate. An Honor

Graduate must demonstrate proper loading and unloading using a clearing barrel on the first

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attempt. A student requiring remediation on weapons is ineligible for Honor Graduate or a

Certificate of Exceptional Performance. Students exempted/waived from firearms must

achieve a score of 90% or higher on the cross-development course on their first attempt.

■ Physical Ability Test. Complete all five events as discussed earlier.

■ Prevention, Protection, and Multi Person Control/Self-Defense and Communication

and Compound Exercises. Demonstrate a specific self-defense technique, identified by the

evaluating instructor, after each role-play. The technique must be performed correctly on the

first attempt in 10 of 13 tested moves. Students who attain more than one rating other than

acceptable or highly acceptable are ineligible for Honor Graduate consideration.

■ Motivational/Professional Category. Satisfactory evaluation.

An Honor Graduate must be exemplary in attitude, professionalism, and motivation. An

Unsatisfactory evaluation in motivation/professionalism removes him/her from consideration for

Honor Graduate.

A student may appeal the decision to withhold Honor Graduate status due to an unsatisfactory

evaluation by sending a written appeal to the Deputy Assistant Director (DAD), HRMD, within

30 calendar days after graduation.

Each Honor Graduate receives a framed Certificate of Graduation with Honors and a

Commendation for placement in his/her official personnel file. A Letter of Commendation is

completed for each Honor Student within two working days of graduation and is sent to the

institution CEO.

g. Participant Evaluations. ICT Phase II participants are evaluated on each pass/fail area, as

well as performance in other areas (communication skills, general attitude, areas of difficulty).

A written evaluation is forwarded to the staff member’s Warden and HRM within two weeks of

ICT Phase II completion. The evaluation includes final test scores, general description of the

employee’s performance, and areas that may require further training. Participants are expected

to complete Level I evaluations on the training program on the last class day.

Staff must complete ICT Phase II before attending any other Bureau-funded training.

SPECIALTY TRAINING PROGRAMS

The STA provides and coordinates Specialty Training Programs, including Bus Officers

Training, Firearms Instructor Training, Self-Defense Instructor Training, Marksman-Observer

Training, and others.

P3906.22 4/30/2015 38

a. Nominations. After adhering to the requirements of an institution TOA, the institution HRM

assigns staff specific collateral duty roles in the BOP-Learn system. By assigning these roles,

staff are then nominated for Specialty Training Programs at the STA. Based upon BOP needs,

the STA will schedule nominees accordingly.

b. Scheduling Training Classes. The STA Registrar’s Office schedules classes at the STA. A

list of tentative classes and dates is submitted to the FLETC scheduler for the upcoming fiscal

year.

For classes at other locations, the Program Coordinator arranges the scheduling. Such offsite

training programs are scheduled in a way that maximizes cost effectiveness and training

opportunities. Normally, these training programs are distributed among the regions.

STA staff initiate requests for offsite training to be conducted at institutions. Requests are

forwarded from the STA Director to the Warden via email. Institutions may request a training

program be conducted locally by forwarding an email request from the Warden to the STA

Director. Criteria for hosting a program include appropriate training space/materials, travel and

lodging accessibility, training need, etc.

The Program Coordinator normally distributes the upcoming fiscal year’s tentative schedule for

Specialty Training Programs (at STA and other locations) via email by July 15 to the

Supervisory Firearms Instructor.

c. Scheduling. The STA Registrar’s Office maintains a list of nominations for Specialty

Training Programs, provided by BOP-Learn. Participants are selected based on Entry to Position

(ETP) date, institution need, and cost effectiveness. Priority is first given to all Lead

Recertifications that will expire before the next scheduled training date.

Once the participant list is confirmed and participants are scheduled, a training authorization is

forwarded to institution HRMs via email at least five weeks before training begins.

d. Rescheduling/Cancellation. The CEO may request the training be delayed through

rescheduling or cancellation for the following reasons:

■ Medical emergency.

■ Family emergency.

■ Institution disturbance, when appropriate (e.g., food strike or lockdown).

■ Change in status (e.g., termination, resignation, reassignment).

■ Previously approved annual leave pursuant to article 19 of the Master Agreement.

P3906.22 4/30/2015 39

Requests for any other reason must be approved by the appropriate Regional Director, or

designee.

A memorandum requesting rescheduling must be routed via email from the Warden to the STA

Director.

When submitting training waivers and cancellation request memorandums for employees who

need to be excused from training for long periods of time (pregnancy, serious health issues,

military duty, etc.), the following additional statement should be included along with any current

required information:

[Individual’s name] is unable to attend [name of training] due to [reason]. His/Her

anticipated return date is xx/xx/xxxx [date anticipated returning to work]; however, it is

estimated he/she will not be able to attend training until xx/xx/xxxx [estimated date of

return to training].

Once the request is approved by the appropriate official, the staff member will not be placed in

any training courses prior to the requested date. This reduces the need to submit additional

waivers or cancellation requests on behalf of the staff member.

e. Pass/Fail Policy. Each Specialty Training Program has an established completion guideline.

Most include a pass/fail evaluation, such as obtaining a specific firearms score or demonstrating

a skill. Failure to complete the training satisfactorily may prevent a participant from receiving

certification or continued assignment (e.g., Instructor or Bus Crew member). Failure during a

Specialty Training Program supersedes a passing rating during local training.

MATERIAL REQUESTS

ICT Phase I and II manuals and other materials for training at the institution are available on the

STA Sallyport webpage and HR Corner.

P3906.22 4/30/2015 40

Chapter 7. Management and Specialty Training Center (MSTC)

MISSION, GOALS, ANNUAL REPORT

Every October, the MSTC conducts an annual review of its Mission Statement and formulates

annual goals and objectives. At the same time, an Annual Report of the previous year’s major

activities, progress, and accomplishments is presented to HRMD.

STRATEGIC PLAN

Quarterly updates for BOP Strategic Plan 2.05, Training Delivery, are reported to the Executive

Staff. The updates provide data on continued development of distance learning (i.e., cross-development and conversions of residential learning).

MSTC OPERATIONS

Day-to-day operations of the MSTC are outlined in a separate National Corrections Academy

(NCA) operations manual. The manual is reviewed and updated annually to ensure continued

compliance with any policy revisions/renewals. This document is maintained locally at the

NCA.

MSTC INSTRUCTORS

The MSTC maintains a cadre of qualified, full-time instructors to teach frequently taught

technical and core topics. The MSTC also utilizes subject-matter-experts, education partners,

and adjunct instructors.

MSTC instructors attend a specialized basic instructor skills (or equivalent) course within the

first 4 months of assuming a Training Instructor/Specialist position. Additional training is

recommended every 2 years.

MSTC provides training taught by instructors who possess the knowledge, skills, and abilities

required by their disciplines and are effective in delivering classroom-based training. To ensure

all MSTC instructors meet this standard, a training specialist observes and documents

instructional skills the first time an instructor presents.

The training specialist documents the instructor’s status on the closeout worksheet and ensures

the information is communicated to the instructor and his/her supervisor and that any

recommendation is recorded.

P3906.22 4/30/2015 41

MSTC MASTER TRAINING SCHEDULE (ANNUAL TRAINING PLAN)

MSTC publishes a fiscal year National Annual Training Plan (schedule) for Mandatory courses.

In March, notices are sent to all divisions requesting their mandatory course requirements for the

next fiscal year. In consultation with divisional SME’s, the MSTC Training Program Manager

and Budget Execution Branch forecast upcoming mandatory training requirements against

budget priorities and constraints.

In June, the MSTC compiles the course list, then the final schedule is distributed to the field by

August. The schedule includes:

■ Course Title.

■ Beginning/Ending Dates.

■ Course Code.

■ Responsible Staff.

■ Training Specialist (MSTC staff contact).

■ Program Coordinator.

The Master Training Schedule is reviewed and published quarterly. Additions or deletions are

posted to MSTC’s Sallyport webpage.

Along with the March notices to all divisions, the MSTC sends forecast forms that are used to

determine space and resource requirements, funding, etc., for training conducted or managed at

the NCA. Each Assistant Director shall receive a separate forecast form for each course

scheduled during the current fiscal year. A blank forecast form is also provided to add any new

training required for the upcoming fiscal year. As a minimum, a forecast form should list the

course code, current number of staff on a wait list as of March 31; and the number of classes

remaining during the current fiscal year as of April 1.

Note. Waiting lists do not exist for all BOP-Learn courses.

TRAINING MANAGEMENT

MSTC uses a 10-week planning cycle consisting of:

■ Ten (10) weeks prior to the first day of training, the MSTC sends the work guide to the Class

Coordinator.

■ Eight (8) weeks prior to the first day of training, the Class Coordinator returns the completed

work guide to MSTC.

■ Six (6) weeks prior to the first day of training, the MSTC transmits the training authorization

P3906.22 4/30/2015 42

(TA) via BOP-Learn to the groupwise mailboxes of the below:

 Participant.

 The HRO.

 The Financial Management Department.

■ 4 weeks prior to the first day of training, all color photocopy/reproduction materials are due

to MSTC. Materials are normally submitted to the training technician by the assigned

curriculum development specialist.

PARTICIPANT SELECTION

The MSTC has three methods of selecting students for training. The method utilized will vary

depending on the course.

■ BOP-Learn Wait Lists (the most common method). Staff appear on the BOP-Learn wait

list based on an effective date (ED) entered. Staff will automatically appear on a wait list

within 2 pay periods after assuming a new position with a BOP-Learn Certification.

■ Training Opportunity Announcements (TOA). Training Opportunity Announcements for

MSTC training are generally used for new training that does not have a wait list but requires

a specific target audience.

■ Needs of the agency. “Needs of the agency” selections are mandated by directive, court

order, etc. Staff can also be assigned when a vacancy exists within an institution that may

affect its critical operations or security.

NOMINATION/CANCELLATION PROCEDURES FOR MSTC COURSES

The MSTC is required to submit training data and statistics for various external and internal

audits. This documentation is also available for any external or internal audit seeking to verify

whether a staff member(s) attended mandatory or directed training within established time

frames. Mandatory training benefits the staff member as well as the agency. Every effort should

be made to send staff to mandatory or directed training when scheduled. Cancellations and

waivers are documented within BOP-Learn.

a. Cancellations. HRMs maintain copies of cancellation requests. Requests may be made by

the HRM due to an employee’s resignation, termination, reassignment, promotion, military

activation, or death of a family member.

P3906.22 4/30/2015 43

The CEO approves requests for cancellation in case of incapacitation (hospitalization, late term

of pregnancy, extended illness, auto accident, or family emergency) or institution emergency

(lockdown, food strike, disturbance, or work stoppage). Requests for cancellation for any other

reason are approved by the RD, AD, or designee.

Cancellation memorandums must be submitted to the MSTC Director via email or memorandum

at least 15 working days before the class or as soon as the need for cancellation arises, whichever

provides the most advance notification.

If an employee is no longer mandated to attend training, the HRM must submit a Grandfather

Request to BOP-HRM/LCDB~@bop.gov to have the employee removed from the waiting list

and cancelled from any pending training. Removal is contingent upon the approval of the AD,

HRMD, or designee.

If the request for cancellation is for an individual who has already been identified on a TA, an

amended TA is sent to the institution Financial Management Department, HRO, Regional HRA,

and individual. MSTC will not notify the institution if the cancellation request is for individuals

on a waiting list. Human Resource Managers/Specialists are responsible for delivering copies of

TAs to participants and ensure instructions have been discussed with them per the guidelines.

b. Training Waivers. When submitting training waivers or cancellation request memorandums

for employees who need to be excused from training for long periods of time (pregnancy, serious

health issues, military duty, etc.), the following additional statement should be included along

with any current required information:

[Individual’s name] is unable to attend [name of training] due to [reason]. His/Her

anticipated return date is xx/xx/xxxx [date anticipated returning to work]; however, it is

estimated he/she will not be able to attend training until xx/xx/xxxx [estimated date of

return to training].

Once the request is approved by the appropriate official, the staff member will not be placed in

any training courses prior to the requested date. This reduces the need to submit additional

waivers or cancellation requests on behalf of the staff member.

CORRESPONDENCE COURSES (HUMAN RESOURCES)

The MSTC will order the below-listed Graduate School courses at no cost to the institution.

HRM’s submit requests via GroupWise to the DET/Training~ mailbox. Please limit requests to

the courses staff require and can complete within the Graduate School time-frames. Multiple

nominees can be submitted in one email. The email should include:

P3906.22 4/30/2015 44

■ Name and title of the participant.

■ BOP email address of the participant.

■ Name of the HRM.

■ Address to mail course materials (no P.O. boxes).

■ Course Title.

Course requests to MSTC are processed as received and as funding permits. The Graduate

School advises the MSTC on students with open or incomplete courses prior to placing new

orders. Currently, the MSTC funds the following Graduate School courses:

■ Advanced Processing Personnel Actions.

■ Basic Processing Personnel Actions.

■ Calculating Service Computation Dates.

■ Pay Setting for FWS Positions.

■ Pay Setting for GS Positions.

■ Personnel Procedures for Clerks and Assistants.

ASSESSMENTS

Class folders are prepared for all classes conducted at or managed by the MSTC. The class

folder contains the Master File Checklist, the original TA and amendments, class rosters, pre-and post-test scores and analysis (if applicable), student feedback, CEO letters (if applicable), the

Closeout Worksheet, and other correspondence. These files are maintained for 5 years by course

code and year.

MSTC staff conduct Level I and Level II evaluations for each participant. Level I evaluations

measure customer satisfaction with the training. Participants may also complete Level II

evaluations through pre- and post-tests for various residential courses. MSTC staff compares

pre- and post-test scores to measure knowledge gained by participants (using testing/analysis

software). When negative trends are noted through evaluations, MSTC staff implement course

adjustments in coordination with subject matter experts.

To successfully pass a course at MSTC, a participant must score 70% or higher on the post-test.

Participants are given one opportunity to take the pre- and post-tests. For those with a score

above 95%, the MSTC sends a letter to the CEO acknowledging their performance. For scores

lower than 70%, the MSTC issues a letter to the CEO identifying areas requiring remediation.

Participants will not return to MSTC for remedial training. It is the responsibility of the local

discipline to ensure this training (remediation) is completed locally.

P3906.22 4/30/2015 45

History

PS 3906.22 dated 2015-04-30

Provenance

Source
bop.gov
Retrieved
2026-09-20
Edition
bop-ps-2026-09-20
Content hash
bcb4d76bf72b8d2053d7ff16f847993df3f825c18818dbd3316663b0e544d5a3
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