United pilots contract, Section 9 — Training
9-A Classifications
The provisions of this Section 9 shall apply to all mandatory Pilot training. They do not apply to voluntary training or to maintenance of landing currency.
9-B Assignment to Training
9-B-1 For initial training, transition training, Captain Development Course, and requalification training of any length, and for all other training of five (5) days or more excluding recurrent training and training covered under Section 9-J, a Pilot shall be notified as far in advance as possible but in no case less than fourteen (14) days prior to being scheduled to receive such training. If the Pilot waives the notification requirement and he does not have a scheduled calendar day off between the time of notification and the time he is required to travel to training, he shall be provided with a calendar day off within seven (7) days from the time he is required to travel to training.
9-B-1-a Notwithstanding the above, the following Pilots shall require no less than seven (7) days of notice: (1) a Pilot assigned to requalification training for the same Equipment and Status as the Pilot’s most recent qualification; and (2) a Pilot assigned to consolidation requalification training.
9-B-1-b If a Pilot is given a new training assignment of five (5) days or more after Section 20- F-4 is applied to a previous training assignment, and if the new training assignment starts later than the previous training assignment, then the notification requirements of this Section 9-B- 1 shall not apply; however, the Pilot shall be given a reasonable amount of notice. This paragraph shall apply only if the previous training assignment and the new training assignment are for the same Equipment and Status.
9-B-2 Training not covered in Section 9-B-1, 9-B-3 or 9-J shall be assigned after Monthly Schedule Preferencing is completed but no later than nine (9) days thereafter. However, such training may be assigned before Monthly Schedule Preferencing, provided a reasonable selection of training days exists and Pilots are allowed to preference such training days, or with Pilot concurrence if the selection of training days is more limited. If necessary to prevent issues from arising during Monthly Schedule Preferencing, the SSC may limit the volume of awards requiring Pilot concurrence.
9-B-3 For recurrent training the following shall apply:
9-B-3-a Recurrent Training Preferencing
9-B-3-a-(1) Recurrent training shall be preferenced using a criteria-based preferential bidding system. Training unit changes may be made until twenty-four (24) hours prior to the time that bidding for Recurrent Training Preferencing closes. After that point, training unit changes shall be held until after recurrent training has been awarded. Awards shall be published no later than 1200 CT the day prior to the start of Monthly Schedule Preferencing; the SSC may waive this requirement.
9-B-3-a-(1)-(a) At its discretion, but only when recurrent training assignments are awarded via an ‘optimized’ scheduling solution, the Company may implement an awarding rule such that a Pilot can be awarded a unit requiring a travel day only if a Pilot junior to him in the same Base would otherwise be awarded a unit requiring a travel day. In other words, if an ‘optimized’ scheduling solution includes units requiring travel days at a particular Base, then such units will be awarded by seniority preference at the Base.
9-B-3-a-(1)-(b) Example: Unit A requires a travel day for EWR-based Pilots but not for ORD-based Pilots, and Units B and C do not require a travel day for EWR-based or ORD- based Pilots. Three Pilots, one from ORD and two from EWR, require an award. An optimized scheduling solution may require the ORD-based Pilot to be awarded Unit A, regardless of seniority.
9-B-3-a-(1)-(c) Example: Units A and B require a travel day for EWR-based Pilots but not for ORD-based Pilots, and Unit C does not require a travel day for EWR-based or ORD-based Pilots. Three Pilots, one from ORD and two from EWR, require an award. An optimized scheduling solution may deny a senior ORD-based Pilot’s bid for Unit C in order to minimize the number of travel days awarded to EWR-based Pilots. Seniority preferencing among EWR-based Pilots will determine which EWR-based Pilot is awarded Unit C.
9-B-3-a-(2) The Company may exclude the following Pilots from recurrent training preferencing:
9-B-3-a-(2)-(a) a Pilot whose projected initial, transition or requalification training start date is within thirty (30) days of the end of the Pilot’s grace month.
9-B-3-a-(2)-(b) a Pilot who is in a Category subject to Section 8-E-6-b.
9-B-3-a-(2)-(c) a Pilot who is projected to transition from line Pilot status within thirty (30) days of the end of the Pilot’s grace month (e.g., due to retirement, furlough, planned leave or absence, transfer to MGT or I/E, etc.).
9-B-3-a-(2)-(d) any Pilot, with SSC concurrence.
9-B-3-a-(3) Pilots who are beyond their grace month shall be awarded the earliest available training, in seniority order.
9-B-3-a-(4) If training vacancies remain, Pilots shall become eligible for a training award in the following order, until the number of eligible Pilots equals the number of remaining training vacancies:
9-B-3-a-(4)-(a) Pilots in their grace month, in seniority order. A Pilot in his base month who is unavailable for the entire next Bid Period may be treated as if it is his grace month.
9-B-3-a-(4)-(b) Pilots in their base month, in seniority order.
9-B-3-a-(4)-(c) Pilots in their early month who are requesting such training, in seniority order.
9-B-3-a-(4)-(d) Pilots in their early month who are not requesting such training, in inverse seniority order.
9-B-3-a-(5) Training vacancies shall be awarded to eligible Pilots in seniority order, subject to FAR and contractual limitations, including the requirement for all eligible Pilots to receive a legal award.
9-B-3-a-(5)-(a) Example: Unit A has an earlier-than-0700 evaluation event for some Bases, while Unit B does not (see Section 9-F-8). In order for all eligible Pilots to receive a legal award, a senior Pilot who is legal for Unit A may be denied Unit B in order to award Unit B to a junior Pilot who is illegal for Unit A.
9-B-3-a-(6) A Pilot whose bid produces an award that requires his concurrence (see Sections 9-F-5 and 9-F-8 for example) is deemed to have offered his concurrence via a bid on a particular day.
9-B-3-b If not awarded during recurrent training preferencing, recurrent training may only be assigned as follows:
9-B-3-b-(1) If assigned in his early month, Pilot concurrence is required.
9-B-3-b-(2) If assigned in his base or grace month, Pilot concurrence is required if the assignment is made before Monthly Schedule Preferencing is completed but is not required if made after.
9-B-3-b-(3) Within forty-eight (48) hours after Monthly Schedule Preferencing is completed for all Pilots, a Pilot eligible for recurrent training may designate seven (7) consecutive days that he shall not be available to be assigned recurrent training, including travel. The Company may deny the Pilot’s designation if it would result in the Pilot losing his qualification.
9-B-3-c If, prior to reporting for such training (including travel to training when travel is required), a Pilot is removed from recurrent training awarded in recurrent training preferencing, and if his replacement recurrent training is not awarded in a subsequent recurrent training preferencing award, the following shall apply:
9-B-3-c-(1) A Pilot may be assigned replacement recurrent training, except as provided in Section 9-B-3-c-(2)-(b). If the original recurrent training is removed after Monthly Schedule Preferencing is completed, the Pilot may designate three (3) consecutive days that he shall be unavailable to be assigned replacement recurrent training, including travel. This designation must be made within forty-eight (48) hours after being notified of the removal of training.
9-B-3-c-(2) If the Company initiates the removal from recurrent training, then:
9-B-3-c-(2)-(a) In his early month or base month, Pilot concurrence is required prior to assignment of replacement recurrent training.
9-B-3-c-(2)-(b) In his grace month or beyond his grace month, a Pilot can be assigned replacement recurrent training only after Monthly Schedule Preferencing for the month is completed. In addition, provided the Pilot did not cause a previous removal
from recurrent training, the replacement recurrent training, including travel, must occur on scheduled work days, unless the Pilot concurs otherwise. If the Pilot did cause a previous removal from recurrent training and if the replacement recurrent training is being assigned in his grace month, he may, within forty-eight (48) hours after being notified of the removal of training or within forty-eight (48) hours after Monthly Schedule Preferencing is completed for all Pilots, whichever is later, designate one (1) period of his assigned days off that he shall be unavailable to be assigned replacement recurrent training, including travel.
9-B-3-c-(2)-(c) Notwithstanding Section 9-B-3-c-(2)-(b), if the Pilot is removed from recurrent training beyond his grace month, he may be assigned replacement recurrent training beyond his grace month on awarded days off or days of work (including pre- loaded NQ days).
9-B-3-c-(3) This Section 9-B-3-c shall apply and a Pilot shall be considered as having been “removed from training” if the starting time of a recurrent training footprint is moved earlier, or if, prior to reporting for such training (including travel to training when travel is required), the ending time (including travel from training when travel is required) is moved more than twenty-four (24) hours later. The Pilot may agree that the modified training footprint is his replacement recurrent training, in which case Section 9-C-3 shall only apply with Company concurrence.
9-B-3-d A Pilot shall be notified at least fifteen (15) days prior to the initial date they are scheduled for a recurrent training assignment, unless he agrees otherwise. However, if the recurrent training assignment occurs past the Pilot’s grace month, they shall be notified at least seven (7) days prior to such initial date. The Pilot shall be provided reasonable notice prior to a rescheduled recurrent training assignment.
9-B-4 Without his concurrence, a Pilot shall not be assigned to training in the days off before and after vacation days included in Monthly Schedule Preferencing. Vacation days moved in accordance with Section 11-F-3-a are no longer protected by this provision. This Section 9-B-4 does not apply to training included in Monthly Schedule Preferencing.
9-C Schedule Considerations
9-C-1 Training Included in Monthly Schedule Preferencing
9-C-1-a A Pilot with a training assignment covered under Section 9-B-1 shall have prorated days off outside the training, according to Section 5-E-4-b for Lineholders and Section 5-E-4-b for Reserves.
9-C-1-b A Pilot with a training assignment covered under Sections 9-B-2 or 9-B-3 shall not have prorated days off outside the training; that is, such training shall not be considered an absence or activity for purposes of Section 5-E-4-b for Lineholders and Section 5-E-4-b for Reserves.
9-C-2 Training Not Included in Monthly Schedule Preferencing
9-C-2-a A Pilot with a training assignment covered under Section 9-B-1 shall not have prorated days off outside the training and the minimum day off requirements of Section 5 shall not
apply when the assignment is entered on his calendar; that is, there shall not be an adjustment to his days off due to the training assignment.
9-C-2-b A Pilot with a training assignment covered under Sections 9-B-2 or 9-B-3 shall not have prorated days off outside the training and the minimum day off requirements of Section 5 shall apply.
9-C-2-c If a Lineholder is assigned training that results in a Trip or Trips being dropped, the following shall apply to each Trip being dropped:
9-C-2-c-(1) If at least one (1) day on which a dropped Trip is scheduled to operate overlaps a day included in the training assignment, the Pilot shall have no obligation to the Company on Trip days that do not overlap the training assignment. If the assigned training overlaps an AV period, the AV period shall be treated as if it were a dropped Trip.
9-C-2-c-(2) If no days on which a dropped Trip is scheduled to operate overlap the days included in the training assignment but the Trip is dropped as part of a schedule repair, the repair shall be made and the Company may require the Pilot to be available on those days, in accordance with Section 20-F-1.
9-C-2-d Lineholder Lost Days Off
9-C-2-d-(1) If a Lineholder has a reduction in days off, as measured at the time the training assignment was entered on his schedule (but after a schedule repair is made, if any, in accordance with Section 9-C-2-c-(2)), they shall receive five and one-quarter hours (5:15) Add Pay for each lost day off. Days off include days on which a Pilot has no obligation to the Company, in accordance with Section 9-C-2-c-(1) and, if the Company does not require the Pilot to be available, with Section 9-C-2-c-(2).
9-C-2-d-(2) If the training requires more time to complete than scheduled, any additional day(s) shall be included in the calculation of Section 9-C-2-c-(2), except that if the additional day(s) is because the Pilot fails the training, such additional day(s) shall not be included in the calculation.
9-C-3 Add Pay for Delays In Recurrent Training
9-C-3-a If the footprint (including travel from training when travel is required) of a Pilot’s recurrent training assignment is scheduled/planned to end later than the original footprint, he shall receive two (2) hours of Add Pay if he is scheduled/planned to return to his Base on the same day as originally scheduled or four (4) hours of Add Pay if he is scheduled/planned to return to his Base on a subsequent day. To receive this Add Pay, a Pilot may be required to notify his Flight Office.
9-C-3-b This Section 9-C-3 shall not apply at the time of assignment of replacement recurrent training under Section 9-B-3-c, but it shall apply to replacement recurrent training after that time.
9-C-4 Among Pilots scheduled to start long training in the same Status and Equipment in the same Bid Period, Pilots may bid for different training “shells”, defined as preconstructed training schedules that include the training start date, work and day off patterns, and report times. This shall not apply to Pilots beginning training in the Bid Period immediately following the Bid Period
in which the vacancy or displacement was awarded (e.g., the March Bid Period following an award made in the February Bid Period). Awards of training “shells” shall be made first to Pilots entering Captain training and the award of a Pilot entering First Officer training may be denied if the award would result in a pairing otherwise prohibited by the Agreement.
9-D Transportation
9-D-1 A Pilot assigned to training shall be provided On-Line positive space transportation for all travel in connection with the training assignment or as authorized by the Company. The Pilot may use the positive space transportation to travel to and from his primary residence and the training location; for duty, off-duty and other training requirements, such Pilot shall be treated as if the travel is to or from his Base. For Pilots who are assigned training away from their Base, the travel shall be considered part of the training assignment. For a Pilot whose training assignment involves a Base change, all travel prior to the start of IOE shall be to his old Base. This Section 9-D-1 shall not apply to recurrent ground training or training covered under Section 9-J.
9-D-1-a A Pilot traveling to or from recurrent training shall be booked in First Class if available at the time of booking. If First Class is not available at the time of booking, the Pilot shall be booked in Business Class. If First Class and Business Class are not available at the time of booking, the Pilot shall be booked in Economy Plus (or Premium Economy, at Company discretion) with a priority order of aisle, then window, then middle seat.
9-D-1-a-(1) A Pilot whose travel is booked under this Section 9-D-1-a shall not be required to travel in Economy Class if the seat is not an Economy Plus or Premium Economy seat except that:
9-D-1-a-(1)-(a) If the aircraft is not configured with Economy Plus seating, then premium Economy Class seating that has extra legroom shall satisfy a requirement to be seated in Economy Plus.
9-D-1-a-(1)-(b) If the aircraft is not configured with Economy Plus seating, premium Economy Class seating, Business Class or First Class, the Pilot may be seated in Economy Class even if the seat is not Economy Plus.
9-D-1-a-(2) In the event of an oversold situation (including an equipment substitution that results in fewer available premium seats), a Pilot will not be downgraded until after all passengers who received a free upgrade (that is, passengers who used neither dollars nor miles for the upgrade) are downgraded and after all pass riders who received an upgrade are downgraded. Then, downgrades will be made in inverse positive space priority (and in inverse boarding date order among Pilots having the same priority). Revenue passengers (whether using dollars or miles) will not be downgraded before the Pilot. In no case shall a Pilot be downgraded to accommodate a passenger who would receive a free upgrade. A downgraded Pilot shall have the choice of available seats.
9-D-1-b For travel associated with all other training and for travel under Section 9-D-2, a Pilot shall be booked in Economy Class and, if available at time of booking, shall be assigned a seat in Economy Plus with a priority order of aisle, window, middle seat.
9-D-2 At the option of the Pilot, On-Line positive space transportation shall be available for travel to and from his primary residence or Base on a Pilot's scheduled days off during training. It is the responsibility of the Pilot to be available for scheduled training periods.
9-D-3 When a Pilot is traveling to training from his Base on a Company-designated flight, the training Duty Period limitations of Section 9-F-3 shall include a fifteen (15) minute report time, except that if the Pilot is seated in First Class or if the Pilot fails to make his reservation by ninety- six (96) hours before scheduled flight Departure, such training Duty Period limitations shall not include such report time. In addition, when the training is located at the Denver Training Center, such Company-designated flights must allow for at least one (1) hour from the scheduled landing time to the scheduled start time of the training event. The fifteen (15) minute report time in this paragraph shall not apply to the minimum off-duty requirement in Section 9-F-10; instead, that minimum off-duty requirement is measured against the scheduled departure time of the Company-designated flight.
9-D-4 If in the application of Section 9-D-3 the Company awards a training Duty Period that requires First Class seating to comply with Section 9-F-3 and the Pilot receiving such award decides to deviate from the Company-designated flight, then that Pilot shall have authority to book in First Class on the deviated flight, provided that the deviated flight is from either the Pilot’s Base or primary residence. If First Class is not available on the deviated flight at time of booking, the Pilot shall not be entitled to a report time.
9-D-5 A Pilot may deviate from their scheduled travel to or from training including days off during training. Any such deviation from a Pilot’s travel to/from training shall be handled in the same manner as a Deadhead Deviation as provided in Section 5-D and subject to the limitations therein.
9-E Expenses
9-E-1 The Company shall furnish suitable single lodging accommodations when required, and standard allowances as provided for in Section 4-A-1, from the time of Departure of the Company- designated flight from the Pilot’s Base to the training assignment until the time of Arrival of the Company-designated flight from the training assignment to the Pilot’s Base. Transportation shall be furnished between lodging and the training facility. If the Company cannot furnish lodging or transportation, reasonable actual expenses supported by receipts plus standard allowances shall be paid. If Company-furnished transportation is not available within thirty (30) minutes of the Pilot’s arrival at the designated pick-up point, he may use other transportation. The Pilot shall be reimbursed for his actual and necessary transportation expenses. The Company shall reimburse actual and necessary personal laundry and cleaning expenses, when training away from the Pilot’s Base is for more than five (5) consecutive days (as measured by the length of the training assignment, including travel days, if any). All expenses shall be claimed in accordance with Company expense reporting policy and must be submitted within fourteen (14) days after incurring the expenses.
9-E-2 When requested, the Company shall provide lodging accommodations the night before recurrent, initial, transition or requalification training. No additional duty time, pay or expenses shall be provided to a Pilot who utilizes this provision, and Pilots training at their Base are not eligible. The Company shall provide an electronic means for a Pilot to request such lodging before recurrent training.
9-E-3 A Pilot assigned to training at his Base or a Pilot who lives at his home while in training shall be paid at the rates set forth in Section 4-A-1 from the time he reports to the Training Center for training until he is released from the Training Center. He shall not receive such pay from the time he is released for days off during the training period, until reporting for training following a day off period.
9-E-4 A Pilot in initial, transition or requalification training at his Base may, at his option and in lieu of the lodging provisions herein, receive an allowance for transportation of fifteen dollars ($15) per day for each day the Pilot is required to report for training. To receive the allowance, the Pilot must contact the Company and make the election at least two (2) days prior to scheduled hotel check-in (for example, if scheduled check-in is on Tuesday, election must be made by 2359 Sunday); this election, and the resulting cancellation of lodging, shall apply to, and only to, all days in the Pilot’s training footprint in which he is required to report for training at his Base. Such allowance shall be claimed in accordance with Company expense reporting policy and must be submitted within fourteen (14) days after incurring the expenses.
9-E-5 A DEN-based Pilot shall be considered to be “training at his Base” when at the Denver Training Center.
9-F Training Schedules
9-F-1 To the extent known and projected, the training schedule shall be posted for the entire transition training period.
9-F-2 Except as provided in Section 9-F-3, a Pilot in training shall not be on duty for more than eight (8) hours exclusive of a one (1) hour meal break. A Pilot shall not be scheduled to exceed four (4) hours of actual simulator time per duty period. A Pilot scheduled in the simulator for a period in excess of two hours and thirty minutes (2:30) shall be permitted a short break for physiological needs.
9-F-3 A Pilot shall not be scheduled to exceed thirteen and one-half (13.5) hours on duty in a combination of training and traveling to or from the training location and shall not be required to exceed fourteen and one-half (14.5) hours; except that in the case of a delay in training, he may be required to exceed fourteen and one-half (14.5) hours to travel from training in order to avoid a schedule repair.
9-F-4 Formal classroom and crew training sessions (excluding crew training sessions designed as briefings immediately prior to simulator or flight deck procedure trainer periods) shall begin no earlier than 0700 and terminate no later than 2200.
9-F-5 The training periods in the flight simulator or flight deck procedures trainer, exclusive of brief and debrief, shall be conducted between the hours of 0600 and 2400 local time, which may be extended to 0200 when the scheduled training requirements in a particular Equipment type exceed the capabilities at the particular training center. The Company may only schedule a Pilot for training during the 2400 to 0200 time period without his concurrence if he cannot be scheduled to other available time slots. No evaluations shall be done during this extended training time without the concurrence of the Pilot.
9-F-6 A Pilot shall have no more than five (5) training days in any seven (7) consecutive days, and shall be scheduled for at least one (1) period of at least two (2) consecutive days off every two (2) weeks. For purposes of this Section 9-F-6, a travel day is neither a training day nor a day off. In addition, for training assignments that have prorated days off outside the training, the following shall apply: (-1-) if the training assignment involves exactly five (5) days of training, or of training and travel, the training assignment footprint must be six (6) days in length (that is, include one day off); and (-2-) if the training assignment involves exactly six (6) days of training, or of training and travel, the training assignment footprint must be seven (7) days in length (that is, include one day off).
9-F-6-a If a Pilot’s scheduled debrief or training end time is after 1600 on the day before a period of two (2) consecutive days off, then his scheduled brief or training start time on the first day after those days off shall not be earlier than 1200.
9-F-7 When a Pilot has been assigned by the Company to observe as a member of the crew in conjunction with transition training, such period of time shall be considered an extension of his transition training period.
9-F-8 The Company shall not schedule a Pilot for an evaluation prior to 0700 Pilot's Base time without his concurrence.
9-F-9 The minimum Off-Duty Period between any two (2) training Duty Periods shall be twelve (12) hours.
9-F-10 The minimum Off-Duty Period between any line assignment and any training assignment (including travel to or from training, if required) shall be eighteen (18) hours.
9-F-11 Notwithstanding Section 5-E-4-c, a Pilot scheduled for training of less than five (5) days shall be scheduled for not less than one (1) day off in each seven (7) days; except that, if such seven (7) days contains a combination of line flying and training, he may be scheduled for and perform no more than seven (7) consecutive days of such combined duty, provided that the seventh (7th) day is not a one-day trip or a one-day training assignment.
9-F-12 When a Pilot is scheduled training of more than seven (7) days that requires OE upon completion, within forty-eight (48) hours after the start of the training footprint, the Pilot shall elect one of the following: (-1-) three (3) unpaid days free of all duty at his Base to be taken immediately upon completion of such training; (-2-) three (3) unpaid days free of all duty at his Base to be taken immediately upon completion of OE; or (-3-) no such unpaid days. If the Pilot fails to indicate an election, the Company will determine which option shall apply.
9-F-12-a If the days off are taken after OE and the days off conflict with a trip, the Pilot may either waive the requirement to receive the days off or choose to have the Trip dropped without pay. If the Pilot chooses to drop the Trip without pay, the Company may elect to split the Trip, provided the days off requirement is complied with and the Pilot is paid for the portion of the Trip he flies. If the days off are taken after OE and the days off conflict with vacation, the Pilot may either waive the requirement to receive the days off or choose to have the conflicting vacation days canceled (i.e., removed without pay).
9-F-12-b If a Pilot who is scheduled under option (3) above is unable to accept an OE assignment during the first three (3) days immediately upon completion of training, the Company may elect to apply option (1) above to the Pilot, and reduce his LPV and PTC by nine (9) hours.
9-F-13 A Pilot shall not be assigned to training, including travel to or from training, on Thanksgiving Day, Christmas Day or New Year’s Day.
9-G General
9-G-1 Training Committee
9-G-1-a The Company shall establish training policies and requirements. A Training Committee composed of representatives of the Company and representatives of the Pilots shall be established. The Training Committee shall meet quarterly unless the parties agree to meet less frequently, or at any other time the parties mutually agree. It is the intent of the parties to this Agreement that this Training Committee shall provide the Pilots with the opportunity to consult with and make recommendations to the Company on training policies or changes, training programs or changes, or any other matters affecting Pilot training. In the event that the Training Committee and the Company are unable to resolve issues of training, these issues shall be referred to the Managing Director of Training, the senior-most flight-qualified Vice- President in charge of Flight Operations and the Master Chairman for resolution.
9-G-1-b The Company shall notify the Association Training Committee if a Pilot is having training difficulties or is scheduled for a non-routine evaluation. If requested by the Pilot, an Association representative may be present in the simulator as an observer on any evaluation other than a routine or random evaluation.
9-G-1-c The Company agrees to handle Pilots who continue to experience training difficulties according to the UAL Enhanced Pilot Proficiency Policy, which shall be electronically posted.
9-G-2 Prior to any training, including OE, a Pilot shall be informed of who the Instructor will be. A Pilot may request, and shall be granted, no more than two (2) changes of Instructor and no more than two (2) changes of LCP performing OE during any complete course of training. The Pilot may make such request orally or in writing to the Instructor or other supervisor, as soon as practical and promptly confirm an oral request in writing. A written request or confirmation must include the reason or reasons for the request.
9-G-3 Training Crew Complement
9-G-3-a A fully qualified crew whose names appear on the Seniority List shall be utilized for evaluations conducted during recurrent training. No line Pilot shall be assigned as a Captain fill-in unless that Pilot holds a type rating for that aircraft and has accumulated at least 100 hours of experience in that aircraft since OE. A line First Officer shall not be assigned as a Captain fill-in for CQ evaluation events (LOE). On those Equipment types where augmentation is required, the use of two (2) ATP rated First Officers shall fulfill the requirement of a fully qualified crew complement.
9-G-3-b Fully qualified seat support is required for evaluations conducted during initial and transition training, except for the following combinations: (-1-) two (2) Pilot trainees, neither
of whom is a new-hire Pilot, provided both Pilots concur; (-2-) a Captain trainee and First Officer trainee who have conducted together the three (3) events immediately prior to the evaluation; (-3-) two (2) Captain trainees; and (-4-) two (2) First Officer trainees, neither of whom is a new-hire Pilot, who have conducted together the three (3) events immediately prior to the evaluation, provided the Equipment type is A380, B777, B787, A350, A330, B767/B757 or any future Equipment type not listed in Section 8-A-1 on which augmentation is required. Notwithstanding Section 9-H, this paragraph is not waivable by a new-hire Pilot.
9-G-3-b-(1) When staffing permits, the Company will pair Pilots with less than 2000 hours of total Flight Time at United Airlines or less than 500 hours of Flight Time at United Airlines in the twelve (12) Bid Periods prior to entering training for a Captain upgrade with a First Officer or qualified seat support.
9-G-3-c Type-rated First Officers shall be briefed in accordance with a jointly-developed outline prior to filling in as Captains.
9-G-3-d Instructors/Evaluators who are acting as fill-in crew members shall participate in recurrent training to the same extent as that required of line Pilots. The Company shall publish recurrent training fill-in guidelines in relevant Fleet and Training Center documents. Fill-in guidelines shall be distributed to each Instructor/Evaluator prior to serving as a fill-in crew member on an evaluation assignment.
9-G-3-e A Pilot shall be considered “fully qualified” on an aircraft when he completes all required ground training and flight training, and all validations and evaluations (including IOE and Line Check) as part of a Qualification Course.
9-G-3-f Notwithstanding Section 9-G-3-a above, a Pilot who is undergoing recurrent training (as covered under Section 9-B-3) may be paired together with a Pilot who is not undergoing recurrent training. However, the Pilot undergoing recurrent training may decline to be paired with the second Pilot for validations and evaluations, provided his reasons for doing so are related to quality of training and he discusses those reasons with the Fleet Training Manager or his designee prior to making his final determination.
9-G-3-g When augmented B-737 operations are limited to GUM-based flying, then the B-737 fleet shall be considered as an “Equipment type where augmentation is required” only with respect to GUM-based Pilots.
9-G-3-h When fully qualified seat support is required for evaluations conducted during initial and transition training, the Company may schedule two (2) evaluations in a sim period scheduled for four (4) hours, utilizing one (1) Evaluator and one (1) seat-support Instructor.
9-G-4 No Pilot shall be required to take an evaluation in a simulator that is not functioning so as to simulate the flight and operating characteristics of the represented aircraft. A Pilot whose upcoming recurrent training includes an LOE conducted in a 767-400 simulator may require the Company to conduct his CQT in a 767-400 simulator, provided that he notifies the Company of this requirement within seven (7) days of receiving his recurrent training award.
9-G-5 If a Pilot's performance on an evaluation in the flight simulator is considered to be unsatisfactory, he shall have the opportunity to conduct the subsequent evaluation, without prejudice, in an operating flight simulator (within the same training facility) of his choice.
9-G-6 Probationary Pilots taking their probationary validation or evaluation shall not be graded to different standards than those required to successfully complete the initial transition course.
9-G-7 Evaluations in the flight simulator shall be given as nearly as possible as an extension of flight simulator training and shall not be given prior to such training.
9-G-8 United Airlines Pilots shall normally take precedence over outside contract training for the most desirable training periods. For this purpose, the consideration for assignments shall be in the following order:
1st 0800 to 1800
2nd 1801 to 2400
3rd 0001 to 0759
In no case shall the leasing of training assets for outside contract training generate the need for Company Pilots to train at a location other than a Company Training Center or impact the ability for the Company to perform simulator maintenance.
9-G-9 Training time shall not be considered as Flight Time.
9-G-10 Voluntary use of training devices such as flight deck procedures trainers and simulators is not included in the provisions of this Section 9. No record of a Pilot's performance shall be maintained by the Company for voluntary training nor shall the log books and records of simulator utilization indicate the Pilot by name.
9-G-11 A Pilot who has completed initial or transition training in conjunction with a new award as a Captain in an Equipment type other than a type which he has been flying as a First Officer and who is required to return to his previous Status or Equipment type before being activated in his new award may, at his option, receive additional training he deems necessary, including a requalification course, in the previous Equipment and/or the new Equipment.
9-G-12 When a Pilot is route or Equipment qualifying in conjunction with training or as a result of a new award, such qualifying shall be considered an extension of training and the provisions of Section 9-F-12 shall apply.
9-G-13 Route qualifying required prior to assignment to duty as a Captain shall be specified in the Flight Operations Manual and no other qualifying Trips shall be required. When changes or additions are made to the applicable portion of the Flight Operations Manual to which the Association objects, a hearing shall be granted by the senior-most flight-qualified Vice-President in charge of Flight Operations within thirty (30) days at the request of the Association for the purpose of determining whether such changes or additions should be continued.
9-G-14 CBT courseware associated with initial, transition (including differences) and requalification training, shall be available in advance and shall be available on the Company- provided Electronic Flight Bag (e.g., the iPad). The Company may require home study as part of initial, transition (including differences) and requalification training. Such home study shall not be
planned to exceed eight (8) hours per day, shall not be scheduled to occur on holidays listed in Section 9-F-13, and shall not be considered as a ‘training assignment’ or duty. A Pilot will not receive lodging or per-diem for home study days.
9-G-14-a At Company discretion such home study days will be either:
9-G-14-a-(1) included at the beginning of the Pilot’s training footprint and treated as training days for pay purposes and for the application of Sections 9-F-6 and 9-C-2-a, or
9-G-14-a-(2) blocked separately on the Pilot’s schedule (that is, not included in his training footprint) immediately before his training footprint and Section 9-F-6 shall not apply to the home study days. If blocked separately on the Pilot’s schedule and included in Monthly Schedule Preferencing, the home study days shall have a daily pay value equal to that of a day of recurrent training. If blocked separately on the Pilot’s schedule and not included in Monthly Schedule Preferencing, Sections 3-E-2 and 9-C-2-a shall apply.
9-G-15 Distance Learning
9-G-15-a Distance learning shall be compensated in accordance with Section 3. The following items shall not provide compensation: informational bulletins, airport/area/route qualification, and training completed by the Pilot on a voluntary basis.
9-G-15-b Distance learning is not duty.
9-G-15-c Standard training lengths for distance learning shall be determined in accordance with Section 9-G-1-a, except that the standard training length of CBT courses shall be the CBT run time plus fifteen percent (15%).
9-G-15-d Training materials that are not available online shall be mailed to his home of record.
9-G-16 Dual Qualification
9-G-16-a Dual qualification is prohibited for line Pilots and I/Es. For the first two (2) years of operation of a new aircraft type, I/Es who are qualified on that new aircraft and a different aircraft with a common type and common currency are not considered to be dual qualified; after the first two (2) years, the parties shall meet to discuss an extension.
9-G-16-b Management Pilots may be dual qualified and landing currency shall be maintained on the actual aircraft. Management Pilots who are qualified on two (2) or more aircraft with a common type and common currency are not considered to be dual qualified.
9-G-17 A Pilot training for their first Captain upgrade who has completed less than 1000 hours of total Flight Time at United Airlines shall be required to complete a full training course, even if the Pilot is already qualified on the Equipment as a First Officer.
9-H Waivers
Nothing herein shall restrict deviation from the rules by mutual agreement between the Pilot and the Company where such deviation shall aid or benefit the Pilot in completing any training requirement.
9-I Special Qualifications
9-I-1 All Pilots requiring area or route qualification training shall be trained within six (6) months of the requirement becoming known if the number of Pilots requiring such training is 300 or less, or within twelve (12) months of the requirement becoming known if the number of Pilots requiring such training is greater than 300.
9-I-1-a If it is inside the six (6) or twelve (12) month time period described above, then (1) there will be no awarding restrictions in Monthly Schedule Preferencing due to area or route qualification requirements, but the Company may apply such restrictions to schedule modifications thereafter (for example, in trip-trading); and (2) a Pilot who is not qualified in time to fly a trip that requires an area or route qualification will be repaired under Section 20- F-1.
9-I-1-b If it is outside the six (6) or twelve (12) month time period described above, then (1) there will be no awarding or schedule modification restrictions due to area or route qualification requirements for in-base Pilots; and (2) a Pilot who is not qualified in time to fly a trip that requires an area or route qualification will be removed from the trip via FBO.
9-I-1-c The six (6) or twelve (12) month time period described above begins for a Category when a trip or trips requiring the qualification appear in that Category’s bid packet (publication date) or when the Company begins to actively train reserves in a Category, whichever comes first. However, if a trip or trips requiring the qualification appear in a Category’s bid packet after the Company begins to actively train reserves in that Category, the six (6) or twelve (12) month time period will be reset to the bid packet’s publication date.
9-I-1-d This Section 9-I-1 does not apply to special airport qualifications.
9-I-2 A Pilot awarded a Line of Flying which requires special qualifications shall be assigned the appropriate training whenever possible in sufficient time to allow him to fly his first Trip which requires such qualification.
9-I-3 A Pilot assigned a reserve line in a Category which has Trips that require special qualifications shall be assigned the appropriate training whenever possible.
9-I-4 Once a Pilot is qualified, he shall be required to maintain his qualification while holding an assignment in a Category in which there are schedules which require such qualification. Should the Pilot be assigned to a Category in which there is no scheduled flying which requires such qualifications, he may be required to maintain his qualification. Any Pilot who is already qualified may request training to retain his qualification.
9-J New Training
Should the Company institute a new training requirement that will initially require more than four (4) hours of training, that is not a part of initial, transition, requalification, recurrent, upgrade, or differences training, and that has a specific, required completion date (as determined by the Company for each Pilot), the following shall apply. This Section 9-J does not apply to Pilot-specific training (e.g., landings, FAA certificate action, etc.). Section 9-J-1 applies only when training is facilitated by line Pilots.
9-J-1 Facilitators
9-J-1-a Facilitator training pay and selection (Training the Trainers)
9-J-1-a-(1) Facilitator training (excluding days off during training) included in Monthly Schedule Preferencing shall receive five and one-quarter (5:15) hours of Line Credit and pay for each such day.
9-J-1-a-(2) Facilitator training not included in Monthly Schedule Preferencing shall be assigned using the provisions for recurrent training that is not included in Monthly Schedule Preferencing.
9-J-1-a-(3) Facilitators shall be selected by the Company. The Association shall be offered the opportunity to review and comment. Selection disputes shall be resolved in accordance with Section 9-G-1-a, except that a request by the Association to deselect a facilitator shall be honored, provided such requests are occasional, reasonable and targeted.
9-J-1-a-(4) Facilitators shall not participate in the program as students.
9-J-1-b Facilitator Pay While Instructing
9-J-1-b-(1) A Facilitator shall receive Add Pay of twenty-five dollars ($25) for each class taught.
9-J-1-b-(2) Facilitator instructing included in Monthly Schedule Preferencing shall be paid and credited as a training assignment.
9-J-1-b-(3) Facilitator instructing not included in Monthly Schedule Preferencing shall be assigned using the provisions for recurrent training that is not included in Monthly Schedule Preferencing.
9-J-1-c The following shall apply to facilitator training and facilitator instructing:
9-J-1-c-(1) Notwithstanding Section 9-D-1 a facilitator shall be provided On-Line positive space transportation between his Base or primary residence and the training/instructing location.
9-J-1-c-(2) The off-duty requirements of Section 9-F-10 shall apply to facilitator training/instructing.
9-J-1-c-(3) The Company shall reimburse a facilitator for reasonable and actual expenses for meals, hotels, and ground transportation, if not already provided.
9-J-1-c-(4) Days consisting only of travel shall be treated as training/instructing days when no same-day travel exists between the Pilot’s Base and the training/instructing location that complies with the training duty limitations and off-duty requirements of this Agreement.
9-J-1-d The Line Pay Value and PTC of a facilitator who picks up an open Trip on facilitator days shall increase or decrease based on the net of the pay value of the dropped facilitator days that touch the Trip and the pay value of the picked up Trip; in the event of a full-trip loss, Section 20-F-1 shall apply. The Line Pay Value and PTC of a facilitator who FBOs a trip on facilitator days shall not change; in the event of a full-trip loss, the facilitator shall have no Section 20-F-1 availability requirements. Company concurrence is required when a facilitator picks up an open Trip or FBOs a Trip on facilitator days.
9-J-2 Scheduling of Line Pilots
9-J-2-a The off-duty requirements of Section 9-F-10 shall apply to Section 9-J training. A Pilot who waives contractual off-duty requirements shall not be permitted to attend a training session that begins earlier than 1000 local time on the same day as a Basic Flight or Global Flight scheduled to operate during the hours of 0230 and 0329 local time.
9-J-2-b Walk-in attendees shall not be permitted without Company concurrence.
9-J-2-c Lineholders
9-J-2-c-(1) The Company shall provide a means for Lineholders to select dates and training locations on a first-come, first-served basis after Monthly Schedule Preferencing is complete. If the requested training would require a schedule repair (including minimum days off), Company concurrence is required and the Company shall repair in accordance with Section 20-F-1. Lineholders whose training request is made within seventy-two (72) hours after the first trip-trading run shall be permitted to attend training that does not conflict with their schedule at any location, subject to availability; however, travel shall not be included as duty. Expenses shall not be paid if incurred as a result of a Pilot’s request to attend training at a location other than the Pilot’s Base.
9-J-2-c-(1)-(a) Notwithstanding the above, Company concurrence is required for a Lineholder not based at GUM to attend training at GUM and for a Lineholder based at GUM to attend training at a location that is not GUM, SFO, LAX or the Base nearest to the Lineholder’s home of record.
9-J-2-c-(2) If a Lineholder fails to submit a training request within seventy-two (72) hours after the first trip-trading run, the Company may assign him to training. The Company shall make a reasonable effort to accommodate a Pilot if he requests a different training date than the one assigned.
9-J-2-c-(3) A Lineholder who attends training that does not require a schedule repair shall receive five and one-quarter (5:15) hours of Add Pay per day (including days consisting only of travel in accordance with Section 9-J-3-a). If he calls in sick for training he shall not be paid and shall not be charged sick leave.
9-J-2-c-(4) If the training results in a Trip being dropped which is equal to or greater than the number of days of the training event, the Pilot shall be paid the value of the Trip.
9-J-2-c-(5) If the training results in a Trip being dropped which is less than the number of days of the training event, the Pilot shall be paid the value of the Trip and receive five and one-quarter (5:15) hours of Add Pay for the number of days the training event exceeds the dropped Trip.
9-J-2-c-(6) In the application of Sections 9-J-2-c-(4) and 9-J-2-c-(5), the Pilot shall not have any obligation to the Company on any Trip days that do not overlap the training assignment.
9-J-2-d Reserves
9-J-2-d-(1) Reserves shall be assigned training on a reserve day no earlier than seventy- two (72) hours after the first trip-trading run. Once assigned training at his Base, at Pilot request and subject to Company concurrence, the training may be scheduled at a location other than the Pilot’s Base. Travel shall not be included as duty. Expenses shall not be paid if incurred as a result of a Pilot’s request to attend training at a location other than his Base.
9-J-2-d-(2) Reserves who attend training shall receive five and one-quarter (5:15) hours of pay per day.
9-J-2-d-(3) A Reserve who calls in sick for training shall be paid and charged for the missed reserve days.
9-J-3 Miscellaneous
9-J-3-a If training is not available at a Pilot’s Base, he shall be scheduled for additional days for travel, as needed to comply with the training Duty Period limitations of Section 9-F-3 and shall be entitled to hotel accommodations and expenses as provided for in Section 9-E.
9-J-3-b When a meal is not provided at a training event at the Pilot’s Base that is scheduled for more than four (4) hours, he shall be entitled to expenses as provided for in Section 4-A-1.
9-J-3-c Notwithstanding Section 9-D-1, a Pilot shall be provided On-Line positive space transportation between his Base or primary residence and the training location, for the purpose of attending training and any adjoining work periods.
9-J-3-d The Company and the Association agree to meet and discuss procedures for training Pilots who are:
9-J-3-d-(1) unavailable for training during the initial training period; and
9-J-3-d-(2) returning from leaves after the training period ends.
9-J-3-e Sections 9-E and 9-G-2 shall not apply to training covered under Section 9-J.
9-J-3-f With Company concurrence, a Pilot whose Line Pay Value in a Bid Period consists entirely of sick leave pay may elect to attend training under the provisions of Section 9-J-2-c- (1). He shall be compensated under Section 9-J-2-c-(3), and all other pay and sick-bank usage shall not change.
9-J-4 Scheduling of I/Es
9-J-4-a I/Es shall be assigned training on a work day (or on a day off in accordance with Section 9-J-4-b) no earlier than seventy-two (72) hours after the first trip-trading run. Once assigned training at his Base (Denver Pilot Base or Denver training facility for Denver-based I/Es), at I/E request and subject to Company concurrence, the training may be scheduled at a location other than the I/E’s Base. Travel shall not be included as duty. Expenses shall not be paid if incurred as a result of an I/E’s request to attend training at a location other than his Base.
9-J-4-b With Company concurrence an I/E may elect to attend training on a day off, and shall be compensated with five and one-quarter (5:15) hours of Add Pay. Section 23-D-2-b-(4) shall apply to the training day, and the training day does not count as an overtime event. An I/E
attending training on a day off shall be permitted to attend training that does not conflict with his schedule at any location, subject to availability; however, travel shall not be included as duty. Expenses shall not be paid if incurred as a result of an I/E’s request to attend training at a location different than that given in Section 9-J-4-a above.
9-J-4-c An I/E who calls in sick for training that was scheduled on a work day shall be handled in accordance with Section 23-J. An I/E who calls in sick for training that was scheduled on a day off shall not be paid and shall not be charged sick leave.
9-K Pilots who have been awarded or assigned a Captain vacancy and who do not satisfy the probationary requirements of Section 8-I-1-a as of the start of Captain upgrade aircraft training shall be considered as “Accelerated Pilots” and subject to the following:
9-K-1 An Accelerated Pilot must meet the following requirements before starting Captain upgrade aircraft training:
9-K-1-a Complete their probationary CQ event as a First Officer.
9-K-1-b Complete a minimum of 350 hours of Flight Time as a United First Officer in the Equipment for which they hold a Captain vacancy.
9-K-1-c Not have had any short cycles or be the subject of a Probationary Review Panel during their initial New Hire training or continuing qualification training.
9-K-2 An Accelerated Pilot must undertake enhanced Captain Upgrade training including synchronous classroom training (designed in conjunction with the ALPA Training Committee) with additional modules on (1) Flight Operations Manual, (2) scenario-based training/Crew Resource Management, (3) operational training and (4) leadership and Captains’ authority. This may be completed prior to compliance with Section 9-K-1.
9-K-3 An Accelerated Pilot shall be required to complete at least 100 hours of Captain operating experience with a Line Check Pilot and have a minimum of 450 hours at United before completing their OE.
9-K-4 An Accelerated Pilot shall have line checks at six (6) and eighteen (18) months upon completion of upgrade LOE, in addition to any other checks required by the normal course of training and checking.