DI-SESS-81638
Equipment Facility Requirements (EFR) Plan
The Equipment Facility Requirements (EFR) Plan identifies the training equipment shore facility requirements and coordinates the training responsibilities transition from the Training Support Agent (TSA) to the Training Agent.
Approval DateOctober 17, 2002
AMSC NumberN7485
Preparing Activity—
Project Number—
OPRSEA 04L2 OPNAV CK 4790
DTIC Applicable—
GIDEP Applicable—
Limitation—
Applicable Forms—
Approval Limitation—
Form Version—
DID Formatdd_form_1664
963C CompliantNo
DISTRIBUTION STATEMENT A: Approved for public release; distribution is unlimited.
Supersedes
—Related
—Description & Purpose
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Application & Interrelationship
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Use & Relationship
The Equipment Facility Requirements (EFR) Plan identifies the training equipment shore facility requirements and coordinates the training responsibilities transition from the Training Support Agent (TSA) to the Training Agent. An EFR Plan is applicable to all situations where procurement of Technical Training Equipment (TTE) / Training Devices (TD) and logistic support is required to establish or sustain formal training at Naval training activities.
This Data Item Description (DID) contains the format and content preparation instructions for the data product generated by the specific and discrete task required as delineated in the contract.
This Data Item Description (DID) is applicable to all acquisition programs where the procurement of Technical Training Equipment (TTE) / Training Devices (TD) and logistics support is required.
This plan is the principal document stating equipment facility requirements and all logistic support elements necessary to support the establishment of a training program at a Naval training activity.
Preparation Instructions
1FormatThe EFR shall be presented in the contractor's format as follows:
aCover Page
bExecutive Summary
cTable of Contents
dPreface
eList of Acronyms
2ContentThe plan shall contain the following sections:
2.1Section I - Facility Requirements and Identification (Preliminary Site Survey)
2.1.1Date Preliminary Site Survey conductedshall be identified as day/month/year.
2.1.2Navy Training System Plan (NTSP)shall reference the Training Device Requirements Document (TDRD) or establishing authority. Cite NTSP number, date and status (draft, proposed) if no NTSP, cite TDRD or other documentation which establishes the requirement.
2.1.3Operational Use Summary (Unclassified)Describe the operational use of the equipment as it applies to total force use. Identify ship classes on which equipment is installed.
2.1.4Training Concept SummaryThe scope of training to be established, sustained, or revised as a result of the installation, i.e., Intermediate / Organizational level maintenance and Operator Training as well as the course titles and identification numbers (CIN) shall be identified.
2.1.5Functional DescriptionA brief functional description of the training equipment.
2.1.6A listing of Training Equipment to be installedA listing of Training Equipment to be installed, Technical Training Equipment and/or Training Devices to be provided, quantity, procuring activity(s) and delivery status shall be included.
2.1.7Interface / Impacts on Other Training EquipmentDescribe the interfaces / impacts on other training equipment, including computers, which are presently installed or planned for installation. Instances of multiple phased installations, which are covered by other individual EFR Plans, shall be considered. Where applicable, other EFR plans shall be referenced.
2.1.8Training Equipment to be ReplacedAll training equipment that will be replaced and / or relocated as a result of this installation shall be identified.
2.1.9Training Activity (Command / Location)The training activity's address as listed in the current Standard Naval Distribution List (SNDL), zip code and Unit Identification Code (UIC) shall be identified.
2.1.10Points of ContactThe Point of contact shall specify:
aCommand, Code, Name, Title, Telephone DSN/Com
bOPNAV Sponsor, CNO Program Sponsor and/or Mission Sponsor
cTraining Support Agent (TSA), Program Manager, ILS Manager, EFR Manager
dTraining Agent (TA)List point of contact and Functional Commander, shall be identified.
eTraining Activity Facility Manager and point of contactTraining Activity Facility Manager and point of contact within the academic department shall also be identified.
fInstallation Activity Project Engineer and/or ManagerInstallation Activity Project Engineer and/or Manager shall be identified.
2.1.11Training Support Agent Installation Project NumberIdentify the number used by the TSA to track and identify the Installation project.
2.2.1Facility Data
2.2.2Training Equipment Location at Training ActivityInclude Building Number and Room Number.
2.2.3Basic Facility Requirements of Training Equipment
aAir Conditioning and Heating
bWater flow rate, temperature, and purity
cElectrical Power
dPhysical Requirements (Weight, Dimensions, Locations)
2.2.4Description of Military Construction (MILCON) / Special Project Requirementsincluding MILCON or Special Project number and relative data.
2.2.5Section III - Major Milestones
2.2.6Training Program Ready-For-Training (RFT) datethe CNO established RFT date as set forth in the current Navy Training System Plan or other reference.
2.2.7Beneficial Occupancy Date (BOD)shall identify the date facility will be ready to receive the equipment in order to begin the installation.
2.2.8Phase I Data Scheduled Updatesinclude the (month/year) for MILCON programming and/or Special Project programming.
2.2.9Phase II Engineering Site Survey scheduled datePhase II Engineering Site Survey scheduled date (month/year).
2.3Section III - Installation and Transfer Requirements; Engineering Site Survey and Training Support Package
2.3.1Date Engineering Site Survey conducted(day/month/year).
2.3.2Identify training course name, Title Course Identification NumberIdentify training course name, Title Course Identification Number (CIN), and length.
2.3.3Planned date of transfer of responsibilityPlanned date of transfer of responsibility for the training program from the TSA to the TA.
2.3.4List of EquipmentList of Technical Training Equipment (TTE). State the precise nomenclature of the TTE, quantity to be provided, procuring activity, delivery status, and tracking numbers.
2.3.5List of Training Devices (TD)State the precise nomenclature of the TD, quantity to be provided, procuring activity, delivery status, and tracking numbers for training devices.
2.3.6List of Trainer Unique Equipment (TEU)List all Government Furnished Equipment (GFE) to be provided and vendor items to be procured as part of a training device or in support of operational TTE and identify the precise nomenclature of the TEU, quantity to be provided, procuring activity, delivery status, and tracking numbers.
2.3.7System Interface with Other Installed/Future Systems or EquipmentThis shall include updates to the information already provided.
2.3.8List Major Milestones and Identify the following
aDate
bProject Number
cRequirement Establishment, such as NTSP
dEFR Manager
eProgram Manager
fTraining administrator
gProject Manager
hTraining Agent
iTraining CommandTraining Activity short title and location.
jTraining Activity point of contact
kTraining Activity Facility Manager
lDefine the EFR Schedule by date
mPreliminary Site Survey
nEngineering Site Survey
oTrainer Arrangement Drawing
pDesign
qFabrication/Training Hardware
rSite Preparation
sInstallation Preparation
tTTE Delivery
uDevice Delivery
vTraining Hardware Delivery
wTrainer Unique Equipment Delivery
xInstallation
yCertification
zCurriculum
aaSoftware
bbAPL Package/Device Spare
ccTest Equipment (General and Special Purpose)
ddTools (General and Special Purpose)
eeSupport Equipment
ffTechnical Data Support Package
ggReady For Training (RFT)
hhTransfer from TSA to TA
iiAs Built
2.4Engineering Site Survey Data
2.4.1Define Security and Safety Factors
aIdentify security Classification of Equipment, coursesIdentify security Classification of Equipment, courses, include any ADP security requirements
bEnvironmental Safety; Federal, State, and Local
cPressurized Equipment Safety
dNuclear Safety
eElectromagnetic Radiation SafetyInclude RF hazards to personnel, fuel and ammunition
fEM Security (Tempest Survey)
gEye and Ear hazards
hFire Extinguish RequirementsType of agent(s) recommended and special precautions to be observed.
iAirspace Clearance Criteria
2.4.2Define Utilities
aAir Conditioning and Heating requirements which shall includeAir Conditioning and Heating requirements which shall include temperature parameters of the equipment and Heating requirements
bAir conditioning/cooling requirementswhich shall identify room and equipment
cVentilation requirement which shall include roomVentilation requirement which shall include room and equipment
dHumidity Factorswhich shall include room and equipment
eAir cleanliness requirements
2.4.3Define Plumbing requirements which shall identify the following
aWater requirements; flow rate temperature, and purity
bSewage requirements; type, volume/capacity, and pollution abatement
2.4.4Define Electrical Power requirements, which shall also include the following
aElectrical Power requirements, emergency shut-down requirements
bGrounding requirements, such as; AC, DC, Digital, and RF
cRequirement for Generators, Transformers, and converters
dLighting requirements
eUninterrupted power requirements
fLighting protection requirements
2.5.5Hydraulic, Compressed Gas, Steam, Petroleum, OilHydraulic, Compressed Gas, Steam, Petroleum, Oil and Liquids (POL) and other fluid requirements.
2.6Exhaust Requirements
2.6.1Abatement requirements
2.6.2Telephone and Intercom requirements
2.7.3Define Physical Factors and requirements
aLimitations
(1)Space; minimum physical cube requirements intoSpace; minimum physical cube requirements into which the requirement will fit and space for foreseeable growth requirements
(2)Floor loading, false flooring, false overheadFloor loading, false flooring, false overhead and cable runs/waveguide requirements
(3)Windows and/or special access requirements
(4)Overhead hoist requirements
(5)Storage area requirements
(6)Security/safety limitation requirementsAlso, include classified data in computer memory
(7)Antennas
(8)Include any other special consideration not previouslyInclude any other special consideration not previously covered
bSite Selectionshall identify Military Construction (MILCON) / Special Project requirements including building number, room number, site and room modification requirements, equipment room/storage area requirements.
cAncillary Site Requirements
dSite Drawing Requirements
(2)Trainer Configuration DepictionA preliminary isometric arrangement of the training equipment, given the classroom / laboratory space available.
(3)Estimated completion date for installation design plansEstimated completion date for installation design plans provided during Phase II to show the planned training equipment installation with all interfaces and any required modifications to the classroom / laboratory.
(4)As-built/installed equipment drawingssubmitted to the Training Agent and training activity within 60 days following installation, checkout and final acceptance. Final equipment installation drawings include the following:
(a)A&E prints that apply to the installationA&E prints that apply to the installation (assembly drawings, elevation drawings, cable and wiring diagrams.)
(b)Arrangement Prints
(c)Hotel services
(d)Physical location
(e)Special structural diagrams
(f)Bill of material for training equipment
(g)Final equipment installation drawings
2.4.8Training Support Packageshall include:
(1)Spare and Repair Parts
bDescription
cIdentification
dProcuring activity
dDelivery status
(2)Test Equipment/General Purpose
aNomenclature
bModel Number
cCOG Code
dFSCM
eSCAT
fNSN
gQuantity
hProcuring Activity
iFY Funded
jDelivery Status
(3)Test Equipment / Special Purpose
aNomenclature
bModel Number
cCOG Code
dFSCM
eSCAT
fNSN
gQuantity
hProcuring Activity
iFY Funded
jDelivery Status
(4)Tools / General Purpose Tools
aNomenclature
bQuantity
cProcuring Activity
dDelivery Status
(5)Tools / Special Purpose Tools
aNomenclature
bQuantity
cProcuring Activity
dDelivery Status
2.5.8Support EquipmentList all support equipment such as cooling towers, overhead hoists, etc., which allows for training equipment operation or otherwise supports the course of instruction but is not part of the curriculum. Distinguish between GFE and contractor provided equipment and identify the following:
aNomenclature
bQuantity
cProcuring Activity
dDelivery Status
(1)Technical Data Support PackageIdentify all technical manuals, PMS documentation, MRC, etc. that is to be provided and include the following:
aIdentifier
bTitle
cQuantity
dProcuring Activity
eDelivery Status
(2)Curriculum MaterialList all curriculum to be provided to the Training Agent, including NTSP identified course materials and any contractor developed materials to support training devices. The identification of curriculum deliverables should include items such as Instructor Guides, Trainee Materials, TASA, and Handbooks shall also be included. Identify the curriculum military standard used if applicable. List all Data Item Descriptions (DIDs) used. List all Training Aids to be provided such as films, transparencies, training tapes, mock-ups, pre-faulted modules, fault insertion aids and unique audio-visual equipment including:
aType of Material
bQuantity
cProcuring Activity
dDelivery Status
(3)Software
(1)Operational
(2)Nomenclature
(3)Quantity
(4)Procuring Activity
(5)Delivery Status
(b)Maintenance
(1)Nomenclature
(2)Quantity
(3)Procuring Activity
(4)Delivery Status
(c)Simulation
(1)Nomenclature
(2)Quantity
(3)Procuring Activity
(4)Delivery Status
2.4.9Other Equipment Documentation
(a)Software and IT Security documentation
(b)Equipment Check-out and Test Procedures Report
(c)Custody and Inventory Records
(d)Data Lists
(e)Parts Lists
2.4.10Initial Instructor and Support Personnel Training RequirementsDescribe all initial (factory) training required prior to the RFT date. Use subheadings as required to show the various types of initial training to be provided. Include required training for assigned instructor personnel and for follow-on maintenance support for training devices.
2.6Installation Data
2.6.1Installation Funding Requirementssite Preparation (Installation only required), special project and MILCON
2.6.2On-Site equipment light-off, checkout and Test ProceduresDescribe the manner in which the above actions will be performed in order to demonstrate to the Training Agent that the installation has been accomplished to meet the training requirements. Reference the Acceptance Test Plan (ATP) which should be developed prior to final acceptance and which shall be included as an annex in the EFR plan.
2.6.3Actions and Decision or Decisions Required
aActions Required
1)Action Item
2)Command Action
3)Due Date
4)Status
bDecisions Required
1)Action Item
2)Command Action
3)Due Date
4)Status
2.6.4Points of Contact
aActivity
bName
cTelephone
dEmail
3Media RequirementsThe EFR plan shall be presented in hard copy on 81/2 inch bond paper or electronic media specified in the contract on the CDRL DD Form 1423.
References
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