TYPE 3 LOGISTICS SECTION CHIEF (LSC3)

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1 U. S. oast Guard National ncident Management System (NMS) ncident ommand System (S) TYP 3 LGSTS STN HF (LS3) Performance Qualification Standard November 2008

2 U.S. AST GUAR RTFATN LTTR RMMNATN/RTFATN F MPLT PRFRMAN QUALFATN STANAR (PQS) FR TH PSTN F TYP 3 LGSTS STN HF (LS3) 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 FV YARS FRM AT F SSU. RTFYNG FFAL S SGNATUR AN AT RTFYNG FFAL S PRNT NAM, TTL, UTY STATN AN PHN NUMBR Page 2 of 24

3 U.S. oast Guard Performance Qualification Standard (PQS) for Type 3 Logistics Section hief (LS3) Qualification ode: S-LS3 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 NMS S PQS Workbooks, see the USG All-Hazard NMS S Performance Qualification Standard (PQS) Guide. The Guide can be found in the S Library on Homeport ( click on library tab, click on S tab). RSPNSBLTS: 1. The ommanding fficer is responsible for: Selecting trainees based on the needs of the unit. Providing opportunities for evaluation and/or making the trainee available for evaluation. 2. The ndividual is responsible for: Reviewing and understanding instructions in the PQS Workbook. Providing background information to an 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 Workbook is completed and providing a copy to the unit Training fficer. Keeping the original PQS Workbook in personal records. 3. The Verifying fficer is responsible for: Being certified in the competencies for which they are to verify and must be command (unit) designated. ntering their title, name, and initials in the Record of Verifying fficers section before making entries in the workbook. Being experienced and qualified personnel who have demonstrated the ability to evaluate, instruct, and observe other personnel in the performance task criteria. Meeting with the trainee and determining past experience, current qualifications, and desired objectives/goals. Page 3 of 24

4 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 document 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 satisfactory. ompleting the valuation Record found at the end of each PQS Workbook 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 2 of the PQS Workbook 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 Workbooks to document task performance. xplaining to the trainee the purpose and processes of the PQS Workbook as well as the trainee s responsibilities. Tracking progress of the trainee. dentifying incident evaluation opportunities. dentifying and assigning an Verifying fficer that 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 Training Management Tool (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. Page 4 of 24

5 6. The ertifying fficial is responsible for: etermining certification by reviewing the trainees PQS Workbook 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 Training Management Tool (TMT) system. LGSTS STN HF TYP 3 (LS3) RQUR TRANNG PRRQUST TARGT PRSNNL RTFYNG FFAL FTNSS STANAR URRNY URRNY RQURMNTS THR PSTN ASSGNMNTS THAT WLL MANTAN URRNY S-300 and S-400 and S-341 ncident Response Planning ourse and L-381* or L-481* ncident Leadership Principles Satisfactory ompletion of the PQS For LS3 and ertification as an SPUL3 or FAL3 Personnel filling Logistics roles in response including Sector Logistics, S omptroller and administrative staff, ML logistics and finance personnel, ncident Management Assist Team logistics personnel, eployable perations Group logistics personnel Unit (-4 and above) Light 5 years very Year: omplete online S-305 ntermediate S Refresher or Sat performance as an S3 in an actual incident/event, drill/exercise using S very 5 years: Satisfactory performance as an S3 in an actual incident/event, drill/exercise using S LS1, LS2, SPUL1, FAL1 RR F VRFYNG FFRS ate Title Verifying fficer s Name S Qual nitials Page 5 of 24

6 RR F MPLTN Training Prerequisites ate Verifying fficer s Signature A. ompletion of Training ourses: 1. S-400 Advanced S ourse 2. S-341 RPW ourse 3. L-381 or L-481* ncident Leadership (waived until available) B. S Qualification Prerequisites 1. Type 3 Supply Unit Leader (SPUL3) 2. Type 3 Facilities Unit Leader (FAL3). ompletion of PQS Workbook. Successful completion of unit level oral board.. Qualification/ertification Letter (page 2) submitted for approval. F. Qualification certification entered into TMT Page 6 of 24

7 S Position Qualification Flow hart for LS3 This chart is NT an ncident ommand System organization chart. This 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 course(s) for qualification in this position (does not include perquisites for positions in required experience) which is noted in individual PQS workbooks Fitness: Recommended fitness requirements for each S position. ategories: Arduous, Moderate, Light, or None. LS3 Qualified As: SPUL3 or FAL3 Required Training: S-400 +S L-381* Fitness: Light SPUL3 Qualified As: None Required Training: S S-351 Fitness: Light FAL3 Qualified As: None Required Training: S S-351 Fitness: Moderate GSUL3 Qualified As: None Required Training: S-300 Fitness: Moderate ML3 FUL3 ML3 VSUL3 Qualified As: HS or MT Required Training: S-300 Fitness: Light Qualified As: FS2 Required Training: S-300 Fitness: Light Qualified As: LSM Required Training: S S-351 Fitness: Moderate Qualified As: None Required Training: S-300 Fitness: Moderate Page 7 of 24

8 PSTN: LGSTS STN HF TYP 3 (LS3) 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 Logistics 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 list in LS job aid valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 8 of 24

9 PSTN: LGSTS STN HF TYP 3 (LS3) 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 Logistics Section staff S-T3-S-02. Prepare Logistics Section input to initial request on S-213RR. Behavior: Gather, update, and apply situational information relevant to the assignment. RR VRFYNG FFR: nitial & date upon 4. S-T3-S-03. btain initial 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 Logistics Section xpected timeframes for briefings, planning meetings, and team meetings ncident information o S 201, ncident Briefing o o S 202, ncident bjectives Situation Analysis, mplementation Plan or ontingency Plan Special considerations Resources assigned, en route, and ordered. Facilities established and other options Anticipated incident duration, size, and type Key contact list with phone and fax numbers ooperating and Assisting agencies rdering limits valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 9 of 24

10 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 5. S-T3-S-04. ollect information from outgoing Logistics Section hief prior to arrival. ncident information - Situation Analysis, mplementation Plan, or ontingency Plan Key contact list with phone and fax numbers Status of incident and assigned resources Status of existing Logistics Section Status of agreements (e.g., facility use, land use, cost share, blanket purchase, waterway use) ther information relevant to Logistics 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 6. 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 7. 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 examples/additional clarification. Page 10 of 24

11 PSTN: LGSTS STN HF TYP 3 (LS3) Behavior: stablish organization structure, reporting procedures, and chain of command of assigned resources. RR VRFYNG FFR: nitial & date upon 8. S-T3-LS-08. 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 LS role. dentify units within the section to be activated and order 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 9. S-T3-S-08. Maintain appropriate span of control. 10. 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 examples/additional clarification. Page 11 of 24

12 PSTN: LGSTS STN HF TYP 3 (LS3) 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 11. 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. 12. 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. 13. 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 14. 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 examples/additional clarification. Page 12 of 24

13 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 15. 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 16. S-T3-S-13. nsure subordinates understand assignment for operational period. 17. S-T3-LS-17. emonstrate knowledge of duties of a ommunications Unit Leader. 18. S-T3-LS-18. emonstrate knowledge of duties of a Medical Unit Leader. 19. S-T3-LS-19. emonstrate knowledge of duties of a Food Unit Leader. 20. S-T3-LS-20. emonstrate knowledge of duties of a Supply Unit Leader. 21. S-T3-LS-21. emonstrate knowledge of duties of a Facilities Unit Leader. 22. S-T3-LS-22. emonstrate knowledge of duties of a Ground Support Unit Leader. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 13 of 24

14 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 23. S-T3-LS-23. emonstrate knowledge of duties of a Vessel Support Unit Leader. 24. S-T3-S-14. ontinuously evaluate 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 schedule based on ncident Briefing (S-201), AP or relevant plans S-T3-LS-26. omplete daily review of staffing requirements and ensure adequate personnel to meet needs. Behavior: mphasize teamwork. RR VRFYNG FFR: nitial & date upon 27. S-T3-LS-27. stablish cohesiveness among assigned resources. 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-18. stablish priorities and coordinate units within the section. Assist other sections in meeting priorities and time frames. Receive and transmit needed information. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 14 of 24

15 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 29. S-T3-S-16. nteract and coordinate with command, general staff, and appropriate unit leaders. Receive and transmit current and accurate information. 30. S-T3-LS-30. oordinate with other 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-S-17. Share pertinent logistics information that may affect the team s management of the incident. 32. S-T3-LS-32. Participate in operational planning cycle meetings, emphasizing the needs of the Logistics Section S-T3-LS-33. Provide daily briefings to section personnel. xpected duration, and size of incident S-T3-LS-34. Participate in briefings and debriefings. Hotwash Lessons learned After Action Reporting (AAR) VP visits 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 15 of 24

16 PSTN: LGSTS STN HF TYP 3 (LS3) Behavior: nsure documentation is complete and disposition is appropriate. RR VRFYNG FFR: nitial & date upon 35. S-T3-LS-34. nsure reports and forms are complete, accurate and timely. S 214, Unit Log Personnel and equipment time records to Time Unit Leader each operational period S-T3-LS-36. Review and validate relevant logistics documents. S 213RR, Resource Request Forms Bill of lading S 213, General Message nvoices and receiving reports S-T3-LS-37. ompile and coordinate logistics documentation for final incident package with ocumentation Unit Leader. 3 4 Behavior: Gather, produce and distribute information as required by established guidelines and ensure understanding by recipient. RR VRFYNG FFR: nitial & date upon 38. S-T3-LS-38. Update ncident ommander on current logistics issues and/or accomplishments and concerns S-T3-LS-39. Prepare information for perational Planning cycle meetings (e.g., S 205, S 206, Transportation plan) isplay logistics information appropriate for next operational period. Prepare status of resources for each Tactics meeting (coordinate with RSL) S-T3-S-19. Prepare transition brief. 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 16 of 24

17 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 41. S-T3-LS-41. onfirm estimated time of arrival of staff, equipment and supplies. Behavior: ommunicate and ensure understanding of work expectations within the chain of command and across functional areas. RR VRFYNG FFR: nitial & date upon 42. S-T3-LS-42. nsure Logistics 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 43. S-T3-LS-43. Participate in preparation of the AP or relevant plan. 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 LS role. Review tactical plans for next operational period or periods. Advise on current capabilities and limitations. etermine additional/excess resources. iscuss long range plans and identify potential or future requirements. evelop applicable portions of the AP (e.g., Medical Plan (S-206); ommunication Plan (S-205); ncident ommunications List (S 205a), Transportation Plan, special instructions) S-T3-LS-44. oordinate with FS and PS to develop resource request and resource order process. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 17 of 24

18 PSTN: LGSTS STN HF TYP 3 (LS3) RR VRFYNG FFR: nitial & date upon 45. S-T3-LS-45. Assist in development and implementation of ncident emobilization Plan. oordinate with emobilization Unit/Planning Section hief. stablish lead times. dentify high-cost resources. dentify medical concerns to be addressed in plan. evelop communication demob procedures. oordinate with hosting unit concerning functional demobilization procedures. Brief staff on demobilization responsibilities. 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 46. S-T3-S-25. 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 S-T3-LS-41. nsure release priorities address contractual requirements. oordinate with Finance/Administration. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 18 of 24

19 PSTN: LGSTS STN HF TYP 3 (LS3) Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. 48. S-T3-S-20. Manage all logistics aspects of the incident 3 RR VRFYNG FFR: nitial & date upon 49. S-T3-LS-49. valuate and monitor current operations and future tactics to determine if current and planned resources will meet incident objectives S-T3-LS-50. nsure current logistics plans support operations (e.g. ommunications Plan (S-205), Medical Plan (S-206), Transportation Plan, etc.) S-T3-LS-51. valuate available information (e.g. S- 201, AP, S-214, ANAPS message, PRFAs, FMA Mission Assignments, STSTAT, RSSTAT, etc) and make recommendations to support incident. Workload priorities Staff assignments nformation requests ost effective use of resources. Appropriate non-tactical resources 3 Behavior: Modify approach based on evaluation of incident situation. RR VRFYNG FFR: nitial & date upon 52. S-T3-LS-52. Adjust incident support based on changing conditions. Weather ncident escalation/de-escalation ncident within an incident Political considerations Long range plans and potential or future requirements 3 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 19 of 24

20 PSTN: LGSTS STN HF TYP 3 (LS3) Behavior: Follow established procedures and/or safety procedures relevant to given assignment.. RR VRFYNG FFR: nitial & date upon 53. 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 (e.g. radio, cell phone) Facility safety requirements S-T3-S-29. nsure work/rest guidelines and length of assignments are monitored and followed for section staff. 1 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 S-T3-S-23. nsure efficient demobilization of personnel and equipment. Brief subordinate staff on demobilization procedures and responsibilities nspect, clean, repair and decontaminate equipment prior to demobilization nspect facilities prior to demobilization Account for incident property and supplies etermine transportation requirements for demobilized personnel. nsure incident and agency demobilization procedures are followed. ocument equipment damage and loss. 3 R valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Page 20 of 24

21 PSTN: LGSTS STN HF TYP 3 (LS3) 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 57. 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 valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. 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 : 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 Workbook for each task performed satisfactorily. This number will enable reviews of the completed PQS Workbook to ascertain the qualifications of the different Verifying fficers prior to making the appropriate sign-off on the PQS Workbook. Trainee nformation o Name, S position performed on the incident/event/exercise, Unit Name and Address Verifying fficer nformation o 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: include inclusive 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: Search and Rescue, il Spill, Hazmat, Flood, Simulation/xercise, vent, ther (specify) o Location (include Geographic Area, Agency, and State ): dentify the location where the tasks were performed. 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: to authenticate recommendations and to allow 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: Reference (ncident Number): uration (nter inclusive dates during which the trainee was evaluated): ncident Kind: Search and Rescue, il Spill, Hazmat, Flood, Simulation/xercise, vent, ther (specify): Location (include 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: Verifying fficer s 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: Reference (ncident Number): uration (nter inclusive dates during which the trainee was evaluated): ncident Kind: Search and Rescue, il Spill, Hazmat, Flood, Simulation/xercise, vent, ther (specify): Location (include 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: Verifying fficer s nitials: ate: Verifying fficer s Relevant Qualification (or agency certification): uplicate this form as needed to document trainee experience

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