TYPE 3 FINANCE SECTION CHIEF (FSC3)

Transcription

1 U. S. oast Guard National ncident Management System (NMS) ncident ommand System (S) TYP 3 FNAN STN HF (FS3) Performance Qualification Standard November 2014

2 U.S. AST GUAR RTFATN LTTR RMMNATN/RTFATN F MPLT PRFRMAN QUALFATN STANAR (PQS) FR TH PSTN F TYP 3 FNAN STN HF (FS3) FNAL VRFYNG FFR S RMMNATN verify that has completed all requirements necessary to perform the duties in this position, has passed a unit level oral board and should therefore be considered for certification in this position. FNAL VRFYNG FFR S SGNATUR AN AT FNAL VRFYNG FFR S PRNT NAM, TTL, UTY STATN, AN PHN NUMBR U. S. AST GUAR RTFATN Note: The ertifying fficial is the local unit ommanding fficer (-4 or above) for Type 3 and Type 4 positions. See page 3 below for more information. certify that has met all requirements for qualification in this position and that such qualification has been issued. You are authorized to carry out the responsibilities of this position within the scope of your qualification. This Letter of ertification should be retained as part of your personal Training Record. THS RTFATN S G FR SVN YARS FRM AT F SSU. RTFYNG FFAL S SGNATUR AN AT RTFYNG FFAL S PRNT NAM, TTL, UTY STATN AN PHN NUMBR hange 1 incorporated 11/01/14 Page 2 of 24

3 U.S. oast Guard Performance Qualification Standard (PQS) for Type 3 Finance Section hief (FS3) Qualification ode: S-FS3 This booklet is one section of your personal on-the-job training (JT) manual and the Performance Qualification Standard (PQS) for the position noted above. t is your guide to qualification. t is your responsibility to document completed unit training items. When you have completed all of the items required for this qualification, your command will issue a Letter of ertification (example on page 2) and your Unit Training oordinator will record and certify your qualification in the Training Management Tool (TMT). For additional information concerning background, objectives, guidance, components, responsibilities, and explanation as to the use of the National ncident Management System (NMS) ncident ommand System (S) PQS, see the U.S. oast Guard (USG) All-Hazard NMS S PQS Guide. The Guide can be found in the S Library on Homeport ( RSPNSBLTS: 1. The ertifying fficial is responsible for: Selecting trainees based on the needs of the unit. Providing opportunities for evaluation and / or making the trainee available for evaluation. etermining certification by reviewing the trainees PQS to ensure all tasks and course prerequisites have been completed. ssuing proof of certification by signing a certification letter. nsuring certification / qualification is entered into the TMT system. 2. The ndividual is responsible for: Reviewing and understanding instructions in the PQS. Providing background information to a Verifying fficer. ompleting all tasks for an assigned position within three years. All tasks with an approval older than three years must be reevaluated. Assuring the valuation Record is complete. Notifying local unit personnel when the PQS is completed and providing a copy to the unit Training fficer. Keeping the original PQS in personal records. 3. The Verifying fficer is responsible for: Being certified in the competencies that he or she is to verify. Verifying fficer must be command (unit) designated. ntering his or her title, name, and initials in the Record of Verifying fficers section before making entries in the workbook. Being experienced and qualified, with demonstrated ability to evaluate, instruct, and observe other personnel in the performance task criteria. hange 1 incorporated 11/01/14 Page 3 of 24

4 Meeting with the trainee and determining past experience, current qualifications, and desired objectives / goals. xplaining to the trainee the evaluation procedures that will be utilized and which objectives may be attained. dentifying tasks to be performed during the evaluation period. bserving successful performance of each task and documenting such with date and initials in the appropriate space provided in this booklet. t may be necessary to perform a task several times. Accurately evaluating and recording demonstrated performance of tasks on both the task and valuation Record. ating and initialing completion of the task and documenting incident / event performance on an evaluation record shall document satisfactory performance. ach task must be signed off individually (e.g., initialing the first and last task with a line down the page will NT be acceptable). Unsatisfactory performance shall also be documented in the valuation Record. The Verifying fficer will not give credit for any task that is not performed satisfactorily. ompleting the valuation Record found at the end of each PQS for each incident / event / exercise performance. 4. The Final Verifying fficer is responsible for: Being qualified and proficient in the position being evaluated. Reviewing the trainee s record to ensure completeness. Scheduling and conducting a final qualification interview / board for the member for the desired position. Signing the verification statement on page two of the PQS when all tasks have been initialed and the oral board has been passed. nsuring that all tasks have been completed within the three years prior to submission for final approval. Any task with an approval older than three years must be reevaluated and brought up to date. 5. The Training fficer or esignee of the member s / employee s home unit is responsible for: ssuing PQS to document task performance. xplaining to the trainee the purpose and processes of the PQS as well as the trainee s responsibilities. Tracking progress of the trainee. dentifying incident evaluation opportunities. dentifying and assigning a Verifying fficer who can provide a positive experience for the trainee, and make an accurate and honest appraisal of the trainee s performance. onducting progress reviews. onducting a closeout interview with the trainee and Verifying fficer and assuring that documentation is proper and complete. nsuring course completions and other PQS tasks and certifications are entered into the TMT system. ach task in the PQS includes the TMT task code right after the number of the task for finding and entry into TMT. hange 1 incorporated 11/01/14 Page 4 of 24

5 TYP 3 FNAN STN HF (FS3) RQUR TRANNG PRRQUST TARGT PRSNNL RTFYNG FFAL FTNSS STANAR URRNY URRNY RQURMNTS THR PSTN ASSGNMNTS THAT WLL MANTAN URRNY S-100 (S-100.B) ntroduction to S, S-200 (S-200.B) S for Single Resources and nitial Action ncidents, S-300 ntermediate S for xpanding ncidents, S-400 Advanced S, S-351 Logistics and Finance Section ertification as a PR3 or ST3 Personnel filling Finance roles in response including Sector Logistics, Base omptroller staff, MS finance personnel, ncident Management Assist Team finance personnel, and Strike Team finance personnel. ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7-year sliding currency nce every three years: omplete online S-305 ntermediate S Refresher. At least once every 7 years: Satisfactory performance as an LS3 or other position assignment listed below in an actual incident / event, drill / exercise using S documented on an S 225 and update Perform Position task in TMT. FS1, FS2, PR1, PR3, ST1, ST3, T1, T2, T3 RR F VRFYNG FFRS ate Title Verifying fficer s Name S Qual nitials hange 1 incorporated 11/01/14 Page 5 of 24

6 FS3 RR F MPLTN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. S-100 (S-100.B) ntroduction to S 2. S-200 (S-200.B) S for Single Resources and nitial Action ncidents 3. S-300 ntermediate S for xpanding ncidents 4. S-400 Advanced S ourse 5. S-351 Logistics Finance Section B. S Qualification Prerequisites 1. Type 3 Procurement Unit Leader (PR3) or 2. Type 3 ost Unit Leader (ST3). ompletion of FS3 PQS Workbook. Successful completion of unit level oral board.. Qualification/ertification Letter (page 2) submitted for approval. F. Qualification certification entered into TMT Waivers: For FS3, S Qualification Prerequisite for certification as PR3 or ST3, task B. above, may be waived for -4 or above until 30 SP The position Training requirement for S-351 and cannot be waived. f the member desires the PR3 or ST3 certification, they must complete the requirements for the desired position. The general S and FMA S training requirements ANNT be waived (e.g., S-100, S-200, S-300, and S-400). hange 1 incorporated 11/01/14 Page 6 of 24

7 S Position Qualification Flow hart for FS3 This chart is NT an S organization chart. The chart shows the Type 3 progression from one S position to another within the qualification system. ach box within the chart contains information pertaining to the position. Job Titles are listed as abbreviations for the position. Please see Homeport S library for a list of NMS S Position Abbreviations / Mnemonics. The PQS Qualification Guide has more information about position qualification process and guidance. Job Title (Position Abbreviation), Required Qualification(s)/ertification(s). Position qualification referenced by Position Abbreviation, Required Training ourse(s) for qualification in this position (does not include perquisites for positions in required experience) which is noted in individual PQS. Fitness: Recommended fitness requirements for each S position. ategories: Arduous, Moderate, Light, or None. FS3 Qualified As: PR3 or ST3 Required Training: S S S S S-351 Fitness: Light PR3 Qualified As: None Required Training: S S-351 Fitness: Light ST3 Qualified As: TM Required Training: S S-351 Fitness: Light hange 1 incorporated 11/01/14 Page 7 of 24

8 PSTN: FNAN STN HF TYP 3 (FS3) ach task has a code associated with the type of training assignment where the task may be completed. These include: = other, = incident/event and R = rare event. efinitions for these codes may be found below*. While tasks can be performed in any situation, they must be evaluated on the specific type of incident/event for which they are coded. Tasks coded must be evaluated on an incident/event, and so on. Performance of any task on other than the designated assignment is not valid for qualification. f more than one code is listed, the task may be completed on any of the listed situations (e.g. f code, 2 and 3 are listed, the task may be completed on any of the three listed). *ode: = Task can be completed in a variety of situations, such as in a classroom, exercise or simulation, incident or event, or daily job. 1 = Task must be performed on a Full Scale xercise with equipment deployment which is managed under the ncident ommand System (S). xamples of exercises that may employ S include oil spill, search and rescue, hazardous material response, and fire. 2 = Task must be performed on an xercise which is managed under the ncident ommand System (S). xamples of exercises that may employ S include oil spill, search and rescue, hazardous material response, and fire. 3 = Training or aily Job environment that tests knowledge/skills associated with the task. 4 = S course classroom environment that tests knowledge/skills associated with the task. = Task must be performed on an incident or event which is managed under the ncident ommand System (S). xamples of incidents and events that may employ S include oil spill, search and rescue, hazardous material response, fire, and emergency or non-emergency (planned or unplanned) events. R = Rare events seldom occur and opportunities to evaluate Trainee performance in real settings are limited. xamples of rare events include accidents, injuries, vehicle and aircraft crashes. Through interviews, the Verifying fficer may be able to determine if the Trainee could perform the task in a real situation. ompetency 1: Assume position responsibilities. escription: Successfully assume role of Finance/Administration Section hief and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure readiness for assignment. RR VRFYNG FFR: nitial & date upon 1. S-GN-01. btain and assemble information and materials needed for appropriate deployment kits. Personal kit Unit Leader / Section hief kit. See job aid from S-351 course valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 8 of 24

9 PSTN: FNAN STN HF TYP 3 (FS3) Behavior: nsure availability, qualifications, and capabilities of resources to complete assignment. RR VRFYNG FFR: nitial & date upon 2. S-T3-S-01. nsure availability of qualified Finance/Administration Section staff S-T3-S-02. Prepare Finance/Administration Section input to initial request on S-213RR. 4. S-T3-FS-04. stablish, identify and engage PR for external ordering (e.g. S, ML, GSA). 5. S-T3-FS-05. btain and review copies of applicable required contracts (e.g. BA, BPA, PA). Behavior: Gather, update, and apply situational information relevant to the assignment. RR VRFYNG FFR: nitial & date upon 6. S-T3-S-03. btain briefing from immediate supervisor and/or ncident ommander/unified ommand. 's priorities, goals, and objectives for MT and the incident nitial instructions concerning the tasks expected of the Finance/Administration Section xpected timeframes for briefings, planning meetings, and team meetings o S 201, ncident Briefing o o S 202, ncident bjectives Situation Analysis, mplementation Plan or ontingency Plan Key contact list with phone and fax numbers Written delegation of authority (Funds ertifying fficial and amount) ooperating and assisting agencies valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 9 of 24

10 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 7. S-T3-S-04. ollect information from outgoing Finance Section hief or the /U. ncident information - Situation Analysis, mplementation Plan, or ontingency Plan Written elegation of Authority (Funds ertifying fficial and amount) Key contact list with phone and fax numbers Status of incident and assigned resources Status of existing Finance/Administration Section Status of agreements (e.g., facility use, land use, cost share, PRFAs, AGs, Mutual Aid, blanket purchase, etc) ther information relevant to Finance/Administration Section (e.g., P/base/camp locations, medical facilities, road closures) 3 Behavior: stablish effective relationships with relevant personnel. RR VRFYNG FFR: nitial & date upon completion of task 8. S-T3-S-06. stablish and maintain positive interpersonal and interagency working relationships. ooperating and assisting agencies Local community Hosting unit ommand and general staff Vendors Unit Leaders 9. S-T3-S-07. reate a work environment that provides mutual respect and equal opportunity for all personnel assigned to the incident. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 10 of 24

11 PSTN: FNAN STN HF TYP 3 (FS3) Behavior: stablish organization structure, reporting procedures, and chain of command of assigned resources. RR VRFYNG FFR: nitial & date upon 10. S-T3-FS-10. Plan and activate section. This task must be completed at two different incidents/events or exercises. lassroom environment (341, 351, or 420) can only be done once, must be during class exercise, and must have filled the FS role. dentify units within the section to be activated and request resources required for section operation. dentify work space requirements and determine locations. Brief unit leaders on current and anticipated activity. Provide initial operating instructions to section personnel Behavior: Understand and comply with S concepts and principles. RR Verifying fficer: nitial & date upon 11. S-T3-S-08. Maintain appropriate span of control. 12. S-T3-S-09. emonstrate knowledge of NMS S oncepts and Principles. hain of ommand Unity of ommand S forms S terminology perational Planning process Span of ontrol Resource management Scope, roles, responsibilities, jurisdiction, and authority valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 11 of 24

12 PSTN: FNAN STN HF TYP 3 (FS3) ompetency 2: Lead assigned personnel. escription: nfluence, guide, and direct assigned personnel to accomplish objectives and desired outcomes in a rapidly changing, high-risk environment. Behavior: Model leadership values and principles. RR VRFYNG FFR: nitial & date upon 13. S-GN-11. xhibit principles of devotion to duty. Be proficient in your job, both technically and as a leader. Make sound and timely decisions. nsure tasks are understood, supervised and accomplished. evelop your subordinates for the future. 14. S-GN-12. xhibit principles of respect. Know your subordinates and look out for their wellbeing. Keep your subordinates informed. Build the team. mploy your subordinates per their capabilities. 15. S-GN-13. xhibit principles of honor and integrity. Know yourself and seek improvement. Seek responsibility and accept responsibility for your actions. Set the example. Behavior: nsure the safety, welfare, and accountability of assigned personnel. RR VRFYNG FFR: nitial & date upon 16. S-T3-S-12. Manage operational periods to achieve objectives. nsure adequate work/rest ratio. valuate need for shift periods. 1 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 12 of 24

13 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 17. S-T3-S-10. Provide for the safety, welfare, and accountability of assigned personnel during the entire period of supervision. Monitor condition of assigned personnel (e.g. adequately fed, rested and protected from occupational hazards). Provide for care of assigned personnel and notify supervisor in event of illness, injury or accident. Follow medical plan (S-206) and site safety plan (S- 208) for assigned incident. 1 3 Behavior: stablish work assignments and performance expectations, monitor performance, and provide feedback. RR VRFYNG FFR: nitial & date upon 18. S-T3-S-13. nsure subordinates understand assignment for operational period. 19. S-T3-FS-19. emonstrate knowledge of duties of a ompensation and laims Unit Leader. 20. S-T3-FS-20. emonstrate knowledge of duties of a ost Unit Leader. 21. S-T3-FS-21. emonstrate knowledge of duties of a Time Unit Leader. 22. S-T3-FS-22. emonstrate knowledge of duties of a Procurement Unit Leader. 23. S-T3-FS-23. onduct Section Business Meeting to discuss command and general staff issues, expectations, incident priorities and personnel issues. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 13 of 24

14 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 24. S-T3-S-14. ontinuously evaluate Section personnel performance. ommunicate performance standards. ommunicate if deficiencies found immediately and take corrective action. Provide training opportunities where available. omplete personnel performance ratings (S-225) per agency guidelines. 25. S-T3-S-15. evelop section work schedule/operating procedures based on ncident Briefing (S-201), AP or relevant plans. nternal drivers xternal drivers S-T3-FS-26. valuate and project staffing requirements and ensure adequate personnel to meet needs. Behavior: mphasize teamwork. RR VRFYNG FFR: nitial & date upon 27. S-GN-27. stablish cohesiveness among assigned personnel. stablish trust through open communication. Set expectations for accountability. Focus on the team result. Behavior: oordinate interdependent activities. RR VRFYNG FFR: nitial & date upon 28. S-T3-S-16. stablish priorities and coordinate unit work assignment and other sections. Assist other sections in meeting priorities and time frames. Receive and transmit current and accurate information. 2 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 14 of 24

15 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 29. S-T3-FS-29. nteract and coordinate with command staff, general staff and appropriate unit leaders. Receive and transmit current and accurate information. - urrent fund ceiling information - urrent burn rate - ailies or time records (G-5136, S-214) - laims and potential claims - njury information - Work/rest guidelines - Procurement 30. S-T3-S-17. oordinate with other internal and external individuals and organizations to meet section needs (.e.g., law enforcement, county, health department, city, fire department). ompetency 3: ommunicate effectively. escription: Use suitable communication techniques to share relevant information with appropriate personnel on a timely basis to accomplish objectives in a rapidly changing, high-risk environment. Behavior: nsure relevant information is exchanged during briefings and debriefings. RR VRFYNG FFR: nitial & date upon 31. S-T3-FS-31. btain relevant financial information from section personnel. 32. S-T3-FS-32. Provide pertinent Finance/Administration information that may affect management of the incident at Planning ycle meetings and briefings S-T3-FS-33. Participate in the operational planning cycle meetings, emphasizing the needs of the Finance/Administration Section S-T3-FS-34. Provide daily briefings to section personnel. xpected duration, and size of incident 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 15 of 24

16 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 35. S-T3-FS-35. Provide financial and cost analysis information as requested S-T3-S-18. Participate in briefings and debriefings. Hotwash Lessons learned After Action Reporting (AAR) VP visits 3 Behavior: nsure documentation is complete and disposition is appropriate. RR VRFYNG FFR: nitial & date upon 37. S-T3-FS-37. nsure reports and forms are complete, accurate and timely. S-214 Unit Log Personnel and equipment time records (G 5136) to Time Unit Leader for each operational period pen Action Tracking Worksheet (S-233) Performance evaluations (S-225) for Section staff when demobilized. Review periodically. Sensitive procurement issues (e.g. ecision Memo s) S-T3-FS-38. nsure all financial obligation documents are completed and entered into FP for oast Guard expenditures or submitted to appropriate agency representative. Travel documents Procurement documents Pollution Removal Funding Authorizations (PRFAs) S-T3-FS-39. ompile coordinate and validate financial documentation for final incident package with L. 3 4 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 16 of 24

17 PSTN: FNAN STN HF TYP 3 (FS3) Behavior: Gather, produce and distribute information as required by established guidelines and ensure understanding by recipient. RR VRFYNG FFR: nitial & date upon completion of task 40. S-T3-FS-40. Prepare information for the perational Planning cycle meetings. iscuss appropriate financial information at ommand and General Staff Meeting, Planning Meeting, etc S-T3-FS-41. Update /U and hosting agency rep on current financial issues and/or accomplishments and concerns. Provide daily financial summary information as required S-T3-S-19. Prepare transition brief. Limitations & constraints Future resource requirements Key incident relationships 3 Behavior: ommunicate and ensure understanding of work expectations within the chain of command and across functional areas. RR VRFYNG FFR: nitial & date upon completion of task 43. S-T3-FS-43. nsure Finance/Administration Section expectations are communicated to other functional areas during meetings and briefings. 3 Behavior: evelop and implement plans and gain concurrence of affected agencies and/or the public. RR VRFYNG FFR: nitial & date upon 44. S-T3-FS-44. Provide input to LS in developing resource request process and order process. 3 4 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 17 of 24

18 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 45. S-T3-FS-45. Participate in preparation and review of the AP. Provide cost analysis data on incident operations as appropriate. Provide information on financial limitations as appropriate. 46. S-T3-FS-46. oordinate with Planning Section hief and response partners to discuss long range financial issues and plans. 47. S-T3-FS-47. Provide input in the development and implementation of ncident emobilization Plan. stablish lead times. Provide financial input to demobilization planning (e.g. econ, transportation & Replacement in Kind (RK), etc.) dentify high-cost resources. 3 R ompetency 4: nsure completion of assigned actions to meet identified objectives. escription: dentify, analyze, and apply relevant situational information and evaluate actions to complete assignments safely and meet identified objectives. omplete actions within established timeframe. Behavior: Administer and/or apply agency policy, contracts and agreements. RR VRFYNG FFR: nitial & date upon 48. S-T3-S-21. Apply agency policy, priorities, limitations and constraints, and political and environmental considerations. Strategic plans (e.g., Situation Analysis, mplementation Plan, or ontingency Plan) AP or other relevant plan ost containment Agency accounting requirements/records 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 18 of 24

19 PSTN: FNAN STN HF TYP 3 (FS3) Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRFYNG FFR: nitial & date upon 49. S-T3-FS-49. valuate current situation to determine if present plan of action will be restricted by financial limitations or constraints. AP other relevant plans Stewardship S-T3-FS-50. btain available information (e.g. S- 201, AP, S-214, ANAPS message, PRFAs, FMA Mission Assignments, STSTAT, RSSTAT, etc) and make financial recommendations to support incident. Workload priorities Staff assignments nformation requests ost effective use of resources. 3 Behavior: Modify approach based on evaluation of incident situation. RR VRFYNG FFR: nitial & date upon 51. S-T3-FS-51. Adjust incident financial support based on changing conditions. Weather ncident escalation/de-escalation ncident within an incident Political considerations 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 19 of 24

20 PSTN: FNAN STN HF TYP 3 (FS3) Behavior: Follow established procedures and/or safety procedures relevant to given assignment.. RR VRFYNG FFR: nitial & date upon 52. S-T3-S-28. nsure established guidelines are followed. Work/rest Agency safety standards and procedures Follow medical plan (S-206) and site safety plan (S-208) for assigned incident. Personnel protective equipment ommunication Plan (S-205) - e.g. radio, cell phone S-T3-S-29. nsure work/rest guidelines and length of assignments are monitored and followed for section staff. 1 3 Behavior: Transfer position duties while ensuring continuity of authority and knowledge and taking into account the increasing or decreasing incident complexity. RR VRFYNG FFR: nitial & date upon 54. S-T3-S-24. oordinate relief process. nform assigned subordinates and supervisor Awareness of incident complexity (escalation/deescalation) and impact on unit. ocument follow-up action needed and submit to supervisor. With replacement, determine time of transfer. ommunicate relief to command and general staff. 3 Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRFYNG FFR: nitial & date upon 55. S-T3-S-22. Anticipate demobilization of personnel and equipment. dentify excess personnel and equipment. Prepare schedule for demobilization 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 20 of 24

21 PSTN: FNAN STN HF TYP 3 (FS3) RR VRFYNG FFR: nitial & date upon 56. S-T3-FS-56. nsure release priorities address contractual requirements as applicable. oordinate with Logistics R 57. S-T3-S-23. nsure efficient demobilization of personnel and equipment. Brief subordinate staff on demobilization procedures and responsibilities nsure incident and agency demobilization procedures are followed. omplete eployment Health Assessment forms and R valuate the numbered tasks NLY. NT evaluate bullets; they are provided as hange 1 incorporated 11/01/14 Page 21 of 24

22 NSTRUTNS FR MPLTNG TH UATN RR These evaluations may be made on incidents, simulations in classroom, or in daily duties, depending on what the position task book dictates (as per the column for each task). This evaluation should be sufficient for qualification in the position if the individual is adequately prepared. Two blank evaluation forms are provided. f the additional evaluations are needed, a page can be copied from a blank S PQS workbook and attached. omplete These tems a the START of the valuation Period: valuation Record number: the number in the upper right corner of the evaluation record identifies a particular incident / events / exercises or group of incidents / events / exercises. This number should be placed in the column labeled RR on the PQS for each task performed satisfactorily. This number will enable reviews of the completed PQS to ascertain the qualifications of the different Verifying fficers prior to making the appropriate sign-off on the PQS. Trainee nformation: Name, S position performed on the incident / event / exercise, Unit Name and Address Verifying fficer nformation: Name, S position performed on the incident / event / exercise, Unit Name and Address omplete These tems at the N of the valuation Period: ncident / vent / xercise nformation o ncident / vent / xercise Name: o Reference Number (if any) for ncident / vent / xercise: o uration: nclude dates during which the trainee was evaluated. This block may indicate a span of time covering several small and similar incidents if the trainee has been evaluated on that basis, e.g., several initial response incidents. o ncident Kind: Specify Search and Rescue, il Spill, Hazmat, Flood, Simulation / xercise, vent, ther. o Location where the tasks were performed: nclude geographic area, agency, and state). o Management Type: Type 5, Type 4, Type 3, Type 2, Type 1, Area ommand o Number, Types, and Kinds of Resources assigned to incident: enter the number of resources and types assigned to the incident pertinent to the trainees PQS Workbook. Verifying fficer s Recommendation. o Recommendation: nitial one line as appropriate and / or make comments regarding the future needs for the development of this trainee. o Signature o nitials: This authenticates recommendations and allows for comparison with initials on the PQS Workbook o Verifying fficer s relevant qualification or agency certification: Relevant to the trainee position supervised. uplicate this form as needed to document trainee experience

23 Trainee nformation Printed Name: Trainee S Position on ncident / vent / xercise: Home Unit / Agency: Home Unit / Agency Address and Phone Number: Verifying fficer nformation Printed Name: Verifying fficer S Position on ncident / vent / xercise: Home Unit / Agency: Home Unit / Agency Address and Phone Number: ncident / vent / xercise nformation valuation Record ncident / vent / xercise Name: uration (nter dates during which the trainee was evaluated): Reference (ncident Number): ncident Kind (Specify Search and Rescue, il Spill, Hazmat, Flood, Simulation / xercise, vent, ther): Location (nclude geographic area, agency, and state): Management Type (circle one): Type 5, Type 4, Type 3, Type 2, Type 1, Area ommand Number, Types, and Kinds of Resources assigned to incident: Verifying fficer s Recommendation (nitial only one line as appropriate) 1) The tasks initialed and dated by me on the Qualification Record have been performed under my supervision in a satisfactory manner. The trainee has successfully performed all tasks in the PQS for the position. The trainee is ready for a final qualification board. 2) The tasks initialed and dated by me on the Qualification Record have been performed under my supervision in a satisfactory manner. However, opportunities were not available for all tasks (or all uncompleted tasks) to be performed and evaluated on this assignment. An additional assignment is needed to complete the evaluation. 3) The trainee did not complete certain tasks in the PQS in a satisfactory manner and additional training, guidance, or experience is recommended. 4) The individual is severely deficient in the performance of tasks in the PQS for the position and additional training, guidance, or experience is recommended prior to another training assignment. Record additional remarks / recommendations on an ndividual Performance valuation (S-225), on reverse or by attaching an additional sheet to the evaluation record. Verifying fficer s Signature: nitials: ate: Verifying fficer s Relevant Qualification (or agency certification): uplicate this form as needed to document trainee experience

24 Trainee nformation Printed Name: Trainee S Position on ncident / vent / xercise: Home Unit / Agency: Home Unit / Agency Address and Phone Number: Verifying fficer nformation Printed Name: Verifying fficer S Position on ncident / vent / xercise: Home Unit / Agency: Home Unit / Agency Address and Phone Number: ncident / vent / xercise nformation valuation Record ncident / vent / xercise Name: uration (nter dates during which the trainee was evaluated): Reference (ncident Number): ncident Kind (Specify Search and Rescue, il Spill, Hazmat, Flood, Simulation / xercise, vent, ther): Location (nclude geographic area, agency, and state): Management Type (circle one): Type 5, Type 4, Type 3, Type 2, Type 1, Area ommand Number, Types, and Kinds of Resources assigned to incident: Verifying fficer s Recommendation (nitial only one line as appropriate) 1) The tasks initialed and dated by me on the Qualification Record have been performed under my supervision in a satisfactory manner. The trainee has successfully performed all tasks in the PQS for the position. The trainee is ready for a final qualification board. 2) The tasks initialed and dated by me on the Qualification Record have been performed under my supervision in a satisfactory manner. However, opportunities were not available for all tasks (or all uncompleted tasks) to be performed and evaluated on this assignment. An additional assignment is needed to complete the evaluation. 3) The trainee did not complete certain tasks in the PQS in a satisfactory manner and additional training, guidance, or experience is recommended. 4) The individual is severely deficient in the performance of tasks in the PQS for the position and additional training, guidance, or experience is recommended prior to another training assignment. Record additional remarks / recommendations on an ndividual Performance valuation (S-225), on reverse or by attaching an additional sheet to the evaluation record. Verifying fficer s Signature: nitials: ate: Verifying fficer s Relevant Qualification (or agency certification): uplicate this form as needed to document trainee experience