

                    POSITION TASK BOOK FOR THE POSITION OF


ALL-HAZARDS
FINANCE/ADMINISTRATION 
SECTION CHIEF

                                       
                              Version: April 2011
                                       
                                       



                        Position Task Book Assigned To:

Individual's Name:
Duty Station:
Phone Number:


                       Position Task Book Initiated By:

Official's Name:
Title:
Duty Station:
Phone Number:


Location Position Task Book was Initiated: ____________________

Date Position Task Book was Initiated: _____________________

                                       


                                   EVALUATOR
                                       
DO NOT COMPLETE THIS UNLESS YOU ARE RECOMMENDING THE TRAINEE FOR CERTIFICATION
                                       
                                       
VERIFICATION/CERTIFICATION OF COMPLETED POSITION TASK BOOK FOR THE POSITION OF:
                                       
                       FINAL EVALUATOR'S VERIFICATION
                                       
I verify all tasks have been performed and are documented with appropriate initials.
I also verify_________________________________________________________
has performed as a trainee and should therefore be considered for certification in this 
position.
                                       
                                       
FINAL EVALUATOR'S SIGNATURE: ____________________________________ 

DATE: ____________________

Evaluator's Printed Name:
Title:
Duty Station:
Phone Number:

                                       
                 AGENCY HEAD RECOMMENDATION FOR CERTIFICATION
                                       
I certify ____________________________________________________________
has met all requirements for qualification in this position and I recommend he/she be
certified for the position.
                                       

OFFICIAL'S SIGNATURE: _____________________________________

DATE: ______________________________

Official's Name:
Title:
Duty Station:
Phone Number:
                                       
                                       
                                       
                                       
                                       
                                       

                  NATIONAL INCIDENT MANAGEMENT SYSTEM (NIMS)
                         INCIDENT COMMAND SYSTEM (ICS)
                          POSITION TASK BOOKS (PTBs)
                                       
Position Task Books (PTBs) are designed to be used by any individual (trainee) interested in becoming certified under the National Incident Management System (NIMS). The PTBs are intended to be used to document experiences that indicate successful completion of tasks specific to an Incident Command System (ICS) position. The performance requirements for each position are associated with core ICS competencies, behaviors, and tasks as suggested to the Federal Emergency Management Agency (FEMA) by a multi-disciplined, highly-experienced expert panel. 

Trainees are evaluated during this process by qualified evaluators, and the trainee's performance is documented in the PTB for each task by the evaluator's initials and date of completion. An Evaluation Record will be completed by all evaluators documenting the trainee's progress after each evaluation opportunity. 

Successful performance of all tasks, as observed and recorded by an evaluator, will result in a recommendation to the trainee's Authority Having Jurisdiction (AHJ), that the trainee be certified in that position. Evaluation and confirmation of the trainee's performance while completing all tasks will normally require more than one training assignment and several different evaluators. Incidents lasting several days may involve multiple evaluators. Tasks may be evaluated on incidents, in a classroom simulation, in training and exercises, and in other work situations as long as there is a qualified evaluator.  

It is important performances be critically evaluated and accurately recorded by each evaluator. All tasks should be evaluated.  

The NIMS Qualification Process Guide lists the definitions for trainee, evaluator, training officer, and AHJ. 


Responsibilities:

1. Authority Having Jurisdiction (AHJ):
   * Selecting trainees based on the needs of their organization or to fulfill their obligations to contribute to Incident Management Teams (IMTs) or other Mutual Aid agreements
   * Providing opportunities for evaluation and/or making the trainee available for evaluation

2. Trainee:
   * Reviewing and understanding instructions in the PTB
   * Identifying desired objectives/goals whenever an opportunity for evaluation is recognized
   * Providing background information to an evaluator
   * Assuring the evaluation record is complete
   * Completing all tasks for an assigned position within the timeframe allowed for that position (all tasks with an approval older than the allowed timeframe should be reevaluated)
   * Notifying the local AHJ /training officer when the PTB is completed, and obtaining a signature recommending certification
   * Retaining the original PTB and provide a copy of the PTB to the appropriate individual/department to obtain a qualification from your agency

3. Evaluator(s):
   * Being qualified and proficient in the evaluated position
   * Meeting with the trainee and determining past experience, current qualifications and desired objectives/goals
   * Reviewing tasks with the trainee
   * Explaining to the trainee the evaluation procedures that will be utilized and which tasks may be performed during the evaluation period
   * Accurately evaluating and recording demonstrated performance of tasks 
   * Dating and initialing completion of the task to indicate satisfactory performance 
   * Documenting unsatisfactory performance
   * Completing the Evaluation Form found at the end of each PTB
   * Completing an Incident Personnel Performance Rating (ICS 225) form
   
4. Final Evaluator:
   * Being qualified and proficient in the position being evaluated
   * Reviewing the trainee's record to ensure completeness
   * Signing the verification statement on page 2 of the PTB when all tasks have been initialed 
   * Ensuring all tasks have been completed within the three years prior to submission for final approval (any task with an approval older than three years should be reevaluated and brought up to date)
      
5. Training Officer:
   * Providing the correct version of the PTB to the individual in order to document performance
   * Explaining to the trainee the purpose and processes of the PTB as well as the trainee's responsibilities
   * Tracking progress of the trainee
   * Identifying incidents or situations where the trainee may have evaluation opportunities
   * Identifying and assigning an evaluator that can provide a positive experience for the trainee, when the evaluation opportunity is within the AHJ's jurisdiction 
   * Receiving and filing documentation from the assignment

6.  AHJ Designee
   * Issuing the PTB to document task performance
   * Explaining to the trainee the purpose and processes of the PTB as well as the trainee's responsibilities
   * Tracking progress of the trainee
   * Identifying incident evaluation opportunities
   * Identifying and assigning an evaluator who can provide a positive experience for the trainee, and make an accurate and honest appraisal of the trainee's performance
   * Documenting the assignment
   * Conducting progress reviews
   * Conducting a closeout interview with the trainee and evaluator and assuring documentation is proper and complete.


Competencies, Behaviors and Tasks:

Each PTB lists the performance requirements (tasks) for specific positions set by the ICS competencies and behaviors (September 2007) recognized by FEMA's National Integration Center and posted to the NIMS Resource Center Web site, http://www.fema.gov/emergency/nims/.

There are numerous bullet statements listed under each task. The bullet statements are listed as guidelines/examples for the evaluator to follow to ensure the intent of the task has been completed. Not all bullet statements for a task are required to be completed if the overall intent of the task has been satisfied.

Each task has a code associated with the type of training assignment where the task may be completed. These include: O = other, I = incident/event and R = rare event. Definitions for these codes may be found below*. While tasks can be performed in any situation, they should be evaluated on the specific type of incident/event for which they are coded. Tasks coded "I" should be evaluated on an incident/event, and so on. Performance of any task other than the designated assignment is not valid for qualification.

*Code:	
    O 	= Task can be completed in a variety of situations, such as in a classroom, exercise or simulation, incident or event, or daily job.
    I	=	Task should be performed on an incident or event which is managed under the ICS. 
    R	=	Rare events seldom occur and opportunities to evaluate trainee performance in real settings are limited. Examples of rare events include accidents, injuries, vehicle and aircraft crashes. Through interviews, the evaluator may be able to determine if the trainee could perform the task in a real situation.



Competency: Assume position responsibilities
Description: Successfully assume role of Finance/Administration Section Chief and initiate position activities at the appropriate time according to the following behaviors. 

Behavior: Ensure readiness for assignment.

                                     TASK
                                    CODE[*]
                              EVALUATION RECORD #
                                   EVALUATOR
   1. Obtain and assemble information and materials needed for kit. Kit assembled and prepared prior to receiving an assignment. Kit contains essential items needed for the assignment and items needed for functioning. Kit is easily transportable. The basic information and materials needed may include, but are not limited to, any of the following: 

Reference Material 
      * References appropriate for the incident kind and agencies involved
      * Emergency Response Field Operations Guide (ER FOG)
      * Agency/organization specific policies and procedures 
      * Acceptable Union Agreements
      * IMT contact information

Forms 
      * ICS 213, General Message 
      * ICS 214, Activity Log 
      * Minimum supply of forms appropriate to the Finance/Administration section 
      * Agency/organization specific forms 
      
Supplies 
      * Office supplies appropriate to the Finance/Administration section
                                       O


   2. Arrive properly equipped at incident assigned location within acceptable time limits.  
                                       I


   3. Check in according to receiving agency/organization guidelines.
                                       I


   4. Demonstrate the knowledge and abilities of a Time Unit Leader according to the most current version of the ER FOG.
      * Ensure proper equipment and personnel time recording.
      * Manage commissary operations (if needed).
                                       I


   5. Demonstrate the knowledge and abilities of a Procurement Unit Leader according to the most current version of the ER FOG.
      * Administer all financial matters pertaining to vendor contracts, leases, and fiscal agreements.
                                       I


   6. Demonstrate the knowledge and abilities of a Compensation and Claims Unit Leader according to the most current version of the ER FOG.
      * Manage administrative matters pertaining to compensation for injury and other claims-related activities (other than injury) for an incident.
                                       I


   7. Demonstrate the knowledge and abilities of a Cost Unit Leader according to the most current version of the ER FOG.
      * Collect all cost data.
      * Perform cost effectiveness analyses.
      * Provide cost estimates and cost saving recommendations for the incident.
                                       I



Behavior: Ensure availability, qualifications, and capabilities of resources to complete assignment.

                                     TASK
                                       
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   8. Identify units within the section to be activated and order resources required for section operation. 
                                       I


   9. Identify work space requirements and determine locations.

                                       I




Behavior: Gather, update, and apply situational information relevant to the assignment.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   10. Obtain complete information from dispatch upon activation.
      * Incident name
      * Incident order number
      * Request number
      * Reporting location
      * Reporting time
      * Transportation arrangements/travel routes
      * Contact procedures during travel (telephone/radio)
                                       I


   11. Gather information necessary to assess incident assignment and determine immediate needs and actions.
      * Incident Commander's (IC) name and agency/organization contact information
      * Type of incident
      * Current resource commitments
      * Current situation
      * Expected duration of assignment
      * Topography
      * Weather

                                       I


   12. Attend Agency Administrator or outgoing IC briefing. Obtain available incident information and incident agency/organization guidelines and policies: 
      * Obtain a copy of Delegation of Authority as necessary. 
      * Obtain names, contact numbers, and positions/functions of cooperating/assisting agencies. 


                                       I


   13. Obtain briefing from IC (may be one-on-one or in an Incident Management Team (IMT) meeting). 
      * Receive IC's priorities, goals, and objectives for the IMT and management of the incident. 
      * Obtain initial instructions concerning Finance/Administration Section priorities. 
      * Receive expected timeframes for briefings, planning meetings, and team meetings.
                                       
                                       I


   14. Collect information from outgoing Finance/Administration Section Chief, outgoing IC, or other personnel responsible for incident prior to your arrival.  
      * Obtain status of incident and assigned resources.
      * Obtain status of existing Finance/Administration Section.
      * Order necessary personnel and equipment.

                                       I



Behavior: Establish effective relationships with relevant personnel.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   15. Establish and maintain positive interpersonal and interagency working relationships.
       * Local agencies
       * Hosting agency/organization
       * Public
       * Division/Group Supervisors
       * Command and General Staff

                                       I


   16. Create a work environment that provides mutual respect and equal opportunity for all personnel assigned to the incident. 

                                       I



Behavior: Establish organization structure, reporting procedures and chain of command of assigned resources.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   17. Plan and activate the section. 
      * Identify units within the section to be activated and order resources required for section operation. 
      * Identify work space requirements and determine locations. 
      * Brief unit leaders including summary of incident, current activity and anticipated section activity for individual unit planning.
      * Provide initial operating instructions to section personnel, including health and safety and security concerns and expectations.
                                       I



Behavior: Understand and comply with ICS concepts and principles. 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   18. Maintain appropriate span of control. 
                                       I


   19. Demonstrate knowledge of ICS structure, principles, positions, and ICS forms.
                                       O


   20. Understand scope, roles, responsibilities, jurisdiction, and authority of responder agencies. 
                                       I


   21. Assure execution of appropriate administrative requirements (to include documentation, ICS forms, personnel and equipment time records, performance ratings).
                                       I



Competency: Lead assigned personnel 

Description: Influence, guide, and direct assigned personnel to accomplish objectives and desired outcomes in a rapidly changing, high-risk environment.

Behavior: Model leadership values and principles. 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   22. Exhibit principles of duty.
      * Be proficient in the job, both technically and as a leader.
      * Make sound and timely decisions.
      * Ensure tasks are understood, supervised, and accomplished.
      * Train and mentor assigned subordinates for the future.
                                       I


   23. Exhibit principles of respect.
      * Know subordinates and look out for their well-being.
      * Keep subordinates informed.
      * Build the team.
      * Assign subordinates in accordance with their capabilities.
                                       I


   24. Exhibit principles of integrity.
      * Know yourself and seek improvement.
      * Seek responsibility and accept responsibility for your actions.
      * Set the example.
                                       I



Behavior: Ensure the safety, welfare, and accountability of assigned personnel.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   25. Recognize potentially hazardous situations in your working area.
                                       I


   26. Inform subordinates of hazards.
                                       I


   27. Control positions and function of resources (among finance section).
                                       O


   28. Ensure adequate rest is provided to all unit personnel.
                                       I



Behavior: Establish work assignments and performance expectations, monitor performance, and provide feedback.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   29. Provide initial operating instructions to section personnel. 
                                       O


   30. Establish, monitor, and adjust performance expectations of subordinates. 
                                       I


   31. Communicate deficiencies immediately and take corrective action.
                                       I


   32. Reinforce acceptable performance.
                                       I


   33. Identify training needs and provide opportunities for training. 
                                       I


   34. Ensure performance ratings are completed as required by the incident or agency/organization policy.
                                       I


   35. Periodically evaluate section personnel status and needs to determine if personnel assignments are appropriate.
                                       I



Behavior: Emphasize teamwork.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   36. Ensure interaction occurs among Finance/Administration units.
                                       I



Behavior: Coordinate interdependent activities.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   37. Interact and coordinate with all command and general staff. Receive and provide current information. 
      * Claims and potential claims 
      * Injury information 
      * Work/rest guidelines 
      * Pay issues 
      * Financial responsibilities 
      * Procurement 
                                       O


   38. Coordinate with subordinates and provide Planning Section Chief a list of excess personnel and other resources.
                                       O




Competency: Communicate effectively
 
Description: Use suitable communication techniques to share relevant information with appropriate personnel on a timely basis to accomplish objectives in a potentially rapidly changing environment.

Behavior: Ensure relevant information is exchanged during briefings and debriefings. 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   39. Brief unit leaders on current and anticipated activity. 
                                       O


   40. Provide daily or operational briefing information to section personnel. 
                                       O


   41. Participate in the operational briefing, emphasizing the needs of the Finance/Administration Section. 
                                       O


   42. Update IC on current accomplishments and/or problems. 
                                       O


   43. Brief staff on demobilization responsibilities.
                                       I


   44. Participate in IMT debriefing with the Agency Administrator.
                                       I


   45. Participate in the closeout session with agency/organization administrative staff.
                                       I


   46. Brief replacement if necessary.
                                       I


   47. Participate in after-incident review per agency/organization policy.
                                       I





Behavior: Ensure documentation is complete and disposition is appropriate.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   48. Ensure reports and forms are complete, accurate and timely. Check periodically. 
                                       I


   49. Complete ICS 214 Activity Log. 

                                       I


   50. Ensure all financial documents are completed and submitted in a timely manner. 
      * Pay documents 
      * Injury reports 
      * Procurement documents 
      * Property damage reports 
      * Claim documents
                                       I


   51. Ensure preparation of timely financial and administrative reports to enable IC to respond appropriately. 
                                       I


   52. Consolidate incident finance package.
                                       I


   53. Transfer incident finance package to responsible agency/organization or person and/or the documentation unit.
                                       I



Behavior: Gather, produce, and distribute information as required by established guidelines and ensure understanding by recipient.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   54. Evaluate and share pertinent information for the section with IMT members which may affect incident management. 
      * Potential and existing problems, especially in areas of injury compensation, pay, claims and procurement
                                       I


   55. Provide financial summary information on current incident operations. 
                                       I


   56. Review contracts, memoranda of understanding, and cooperative agreements to ascertain their impact and application.
                                       I



Behavior: Communicate and ensure understanding of work expectations within the chain of command and across functional areas.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   57. Evaluate and share with incident management team members all information for your section and what is anticipated for incident operations based on expected duration, size, type of incident, priorities, and values to be protected (life, property, infrastructure, environment, etc.) and jurisdictional involvement. 
                                       I



Behavior: Develop and implement plans and gain concurrence of affected agencies and/or the public.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   58. Develop and implement a section operating plan.  Consider the following: 
      * Size and complexity of incident 
      * Incident agency/organization policies and procedures 
      * Section timeframes and schedules 
      * Job performance expectations 
      * Incident finance package requirements 
                                       O


   59. Participate in preparation and review of Incident Action Plan (IAP). 
      * Advise on cost effective resource allocation. 
                                       I


   60. Assist in development and approval of Incident Demobilization Plan. 
      * Provide input to Demobilization Plan. 
      * Lead times 
      * Payment team needs 
      * Identify high-cost resources. 
      * Equipment release considerations 
      * Coordinate with local agency/organization concerning functional demobilization procedures.
                                       I










Competency: Ensure completion of assigned actions to meet identified objectives

Description: Identify, analyze, and apply relevant situational information and evaluate actions to complete assignments safely and meet identified objectives. Complete actions within established timeframe.

Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   61. Monitor section activities against IAP and adjust priorities accordingly.
                                       I


   62. Personally review finance data to ensure spending within limits and contractual obligations are being met.
                                       I



Behavior: Plan for demobilization and ensure demobilization procedures are followed.

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   63. Consider demobilization needs throughout the incident. 
      * Reassign personnel within section as appropriate.
                                       I


   64. Assist Planning Section Chief with the development of demobilization plan. 
      * Ensure all documents address financial document requirements.
      * Ensure adequate staffing in demobilization plan.
                                       I


   65. Implement Demobilization Plan. 
      * Brief staff on demobilization responsibilities.
      * Consolidate incident finance package. 
      * Ensure incident and agency/organization demobilization procedures are followed.
                                       I


   66. Transfer incident finance package to responsible agency/organization or person and/or documentation unit.
                                       I



Behavior: Transfer position duties while ensuring continuity of authority and knowledge and taking into account the increasing or decreasing incident complexity. 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   67. Assist in development, approval, and implementation of transfer of command when incident escalates/de-escalates. 
                                       I


   68. Monitor and document progress toward incident objectives and prepare for transition. 
                                       I


   69. Determine with replacement time of transfer. 
                                       I


   70. If necessary, coordinate with agencies about transfer of command back to local jurisdiction. 
                                       I



                                       
               INSTRUCTIONS FOR COMPLETING THE EVALUATION RECORD

There are four separate blocks allowing evaluations to be made. These evaluations may be made on incidents, simulations in classroom or in daily duties, depending on what the PTB indicates. This should be sufficient for qualification in the position if the individual is adequately prepared. If additional blocks are needed, a page can be copied from a blank task book and attached.

COMPLETE THESE ITEMS AT THE START OF THE EVALUATION PERIOD:
Evaluator's Name, Incident/Office Title and Agency:  List the name of the evaluator, his/her incident position or office title, and agency.
Evaluator's Home Unit Address and Phone:  Self-explanatory
Incident Number:  The number next to the evaluator's name in the upper left corner of the evaluation record identifies a particular incident or group of incidents. This number should be placed in the column labeled "Evaluation Record #" on the PTB for each task performed satisfactorily. This number enables reviewers of the completed PTB to ascertain the qualifications of the different evaluators prior to making the appropriate sign-off on the PTB.
Location of Incident/Simulation:  Identify the location where the tasks were performed by agency and office.
Incident Kind:  Enter kind of incident (e.g., hazmat, wildland fire, structural fire, search and rescue, flood, tornado, etc.).

COMPLETE THESE ITEMS AT THE END OF THE EVALUATION PERIOD:
Number and Type of Resources:  Enter the number and types of resources assigned to the incident pertinent to the trainee's position.
Duration:  Enter 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 attack wildfires in similar fuel types).
Recommendation:  Check as appropriate and/or make comments regarding the future needs for development of this trainee.
Date:  List the date the record is being completed.
Evaluator's Initials:  Initial here to authenticate recommendations and to allow for comparison with initials in the PTB.
Evaluator's Relevant Certification:  List your certification relevant to the trainee position you supervised.
                               Evaluation Record
                                       
--------------------------------------------------------------------------------

                                 TRAINEE NAME
--------------------------------------------------------------------------------

                               TRAINEE POSITION
                                       
#1
Evaluator's name:
Incident/office title & agency:
Evaluator's home unit address & phone:
        Name and Location
of Incident or
Situation
(agency & area)
Incident Kind
(hazmat, tornado, flood, structural fire, wildfire, search & rescue, etc.)
       Number & Type of
Resources
Pertinent to
Trainee's Position
                 Duration
(inclusive dates
in trainee status)



                                       
The tasks initialed and dated by me have been performed under my supervision in a satisfactory manner by the above named trainee. I recommend the following for further development of this trainee.
______	The individual has successfully performed all tasks for the position and should be considered for certification.
______	The individual was not able to complete certain tasks (comments below) or additional guidance is required.
______	Not all tasks were evaluated on this assignment and an additional assignment is needed to complete the evaluation.
______	The individual is severely deficient in the performance of tasks for the position and needs further training in both required  knowledge and skills prior to additional assignment(s) as a trainee.

Recommendations: ______________________________________________________________________________________

_______________________________________________________________________________________________________

Date: ____________________________ Evaluator's initials: ________________________

Evaluator's relevant agency certification or rating:___________________________________________________________


#2
Evaluator's name:
Incident/office title & agency:
Evaluator's home unit address & phone:
        Name and Location
of Incident or
Situation
(agency & area)
Incident Kind
(hazmat, tornado, flood, structural fire, wildfire, search & rescue, etc.)
       Number & Type of
Resources
Pertinent to
Trainee's Position
                 Duration
(inclusive dates
in trainee status)



                                       
The tasks initialed and dated by me have been performed under my supervision in a satisfactory manner by the above named trainee. I recommend the following for further development of this trainee.
______	The individual has successfully performed all tasks for the position and should be considered for certification.
______	The individual was not able to complete certain tasks (comments below) or additional guidance is required.
______	Not all tasks were evaluated on this assignment and an additional assignment is needed to complete the evaluation.
______	The individual is severely deficient in the performance of tasks for the position and needs further training in both required  knowledge and skills prior to additional assignment(s) as a trainee.

Recommendations: ______________________________________________________________________________________

_______________________________________________________________________________________________________

Date: ____________________________ Evaluator's initials: ________________________

Evaluator's relevant agency certification or rating:_____________________________________________________
                               Evaluation Record
                             (Continuation Sheet)
                                       
--------------------------------------------------------------------------------

                                 TRAINEE NAME
--------------------------------------------------------------------------------

                               TRAINEE POSITION
                                       
#3
Evaluator's name:
Incident/office title & agency:
Evaluator's home unit address & phone:
        Name and Location
of Incident or
Situation
(agency & area)
Incident Kind
(hazmat, tornado, flood, structural fire, wildfire, search & rescue, etc.)
       Number & Type of
Resources
Pertinent to
Trainee's Position
                 Duration
(inclusive dates
in trainee status)



                                       
The tasks initialed and dated by me have been performed under my supervision in a satisfactory manner by the above named trainee. I recommend the following for further development of this trainee.
______	The individual has successfully performed all tasks for the position and should be considered for certification.
______	The individual was not able to complete certain tasks (comments below) or additional guidance is required.
______	Not all tasks were evaluated on this assignment and an additional assignment is needed to complete the evaluation.
______	The individual is severely deficient in the performance of tasks for the position and needs further training in both required  knowledge and skills prior to additional assignment(s) as a trainee.

Recommendations: ______________________________________________________________________________________

_______________________________________________________________________________________________________

Date: ____________________________ Evaluator's initials: ________________________

Evaluator's relevant agency certification or rating:_____________________________________________________


#4
Evaluator's name:
Incident/office title & agency:
Evaluator's home unit address & phone:
        Name and Location
of Incident or situation
(agency & area)
Incident Kind
(hazmat, tornado, flood, structural fire, wildfire, search & rescue, etc.)
       Number & Type of
Resources
Pertinent to
Trainee's Position
                 Duration
(inclusive dates
in trainee status)



                                       
The tasks initialed and dated by me have been performed under my supervision in a satisfactory manner by the above named trainee. I recommend the following for further development of this trainee.
______	The individual has successfully performed all tasks for the position and should be considered for certification.
______	The individual was not able to complete certain tasks (comments below) or additional guidance is required.
______	Not all tasks were evaluated on this assignment and an additional assignment is needed to complete the evaluation.
______	The individual is severely deficient in the performance of tasks for the position and needs further training in both required  knowledge and skills prior to additional assignment(s) as a trainee.

Recommendations: ______________________________________________________________________________________

_______________________________________________________________________________________________________

Date: ____________________________ Evaluator's initials: ________________________

Evaluator's relevant agency certification or rating:_____________________________________________________

