Document ID: FEMA-2011-0018-0007
Agency: fema
Document Type: Supporting & Related Material
Title: 
Posted Date: 2011-10-04T04:00Z

POSITION TASK BOOK FOR THE POSITION OF

ALL-HAZARDS
PLANNING 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 who 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 that 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 Planning 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 critical items needed for the assignment and items needed for functioning during the assignment. 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 type and agencies involved
      * Agency specific policies and procedures
      * Emergency Response Field Operations Guide (ERFOG)
      * Position manuals for the section 
      * IMT contact information

Forms may include, but are not limited to (PSC should ensure availability of forms for appropriate positions):
      * ICS 201, Incident Briefing
      * ICS 202, Incident Objectives 
      * ICS 203, Organization Assignment List 
      * ICS 204, Assignment List 
      * ICS 205, Incident Radio Communications Plan
      * ICS 205A, Communications List
      * ICS 206, Medical Plan
      * ICS 207, Incident Organization Chart 
      * ICS 208, Safety Message / Plan
      * ICS 209, Incident Status Summary 
      * ICS 210, Resource Status Change
      * ICS 211, Incident Check-In List 
      * ICS 213, General Message 
      * ICS 214, Activity Log 
      * ICS 215, Operational Planning Worksheet 
      * ICS 215 WS, (wall size) 
      * ICS 215A, Incident Action Plan Safety Analysis 
      * ICS 215A WS, (wall size) 
      * ICS 218, Support Vehicle Inventory
      * ICS 219-1 through 219-8, Resource Status Cards 
      * ICS 220, Air Operations Summary Worksheet
      * ICS 221, Demobilization Checkout
      * ICS 225, Incident Personnel Performance Rating
      * Agency specific forms appropriate to the function 

Supplies
      * Office supplies appropriate to the function
      * Maps
                                       O
                                       
                                       

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

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

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   4. Identify Units within the Section to be activated and resources required for Section operations. 
                                       I

   5. Utilize technical specialists, operations personnel and local agency(s) personnel. 
                                       I

   6. Ensure planning meeting location is well organized and necessary materials are available.  
      * Large ICS 215 (Operational Planning Worksheet) and ICS 215A (Incident Action Plan Safety Analysis) 
      * Large scale schematic map of incident 
      * Flip charts 
      * Felt tip markers
      * Planning meeting Agenda
                                       I

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   7. 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

   8. 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
      * Agency Administrator's briefing/other briefing requirements (as appropriate)
                                       I

   9. Obtain briefing from Agency Administrator/ outgoing IC and gather information. 
      * Ensure briefings from applicable outgoing personnel are complete and include, as a minimum description: Incident Objectives, ICS 201 (Incident Briefing), organizational structure (area command or single organization), special considerations on the incident and the current regional situation. 
      * Obtain anticipated incident duration, size and type. 
      * Complete the appropriate checklist for takeover of incidents.
      * Obtain initial instructions concerning the tasks expected of the planning section. 
      * Receive expected timeframes for briefings, planning meetings, and team meetings.
                                       I

   10. Collect information from outgoing Planning Section Chief, initial IC, or other personnel responsible for incident prior to your arrival. 
      * Obtain status of incident and assigned resources. 
      * Obtain status of existing Planning Section. 
      * Obtain information on location situations (e.g. Incident Command Post (ICP)/base locations, medical facilities, road closures, camp locations, etc). 
                                       I

Behavior: Establish effective relationships with relevant personnel 

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

   12. 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
   13. Organize assigned resources into configurations that meets incident/tactical objectives.
                                       I

Behavior: Understand and comply with ICS concepts and principles 

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

   15. Demonstrate knowledge of ICS structure, principles, positions, and ICS forms.
                                       I

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

   17. 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
   18. 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. 
                                       I

   19. 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

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

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   21. Identify potentially hazardous situations in your working area. 
                                       I

   22. Inform subordinates of hazards.
                                       I

   23. Control positions and function of resources.
                                       

   24. Ensure special precautions are taken when extraordinary hazards exist.
                                       I

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

   26. Ensure rest, recuperation, and release requirements of resources are tracked and preparations are made to meet them (including requirements by terms of employment).
                                       I

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   27. Establish priorities and coordinate units within the section.
                                       I

   28. Demonstrate the knowledge and abilities of a Resources Unit Leader according to the most current version of the ER FOG.
      * Maintain status of all assigned resources (primary and support) at an incident.
      * Oversee check-in of all resources.
      * Maintain a status-keeping system indicating current location and status of all resources.
      * Maintain a master list of all resources (e.g. key supervisory personnel, primary and support resources, etc.).
                                       O

   29. Demonstrate the knowledge and abilities of a Situation Unit Leader according to the most current version of the ER FOG.
      * Ensure the collection, processing, and organizing of all incident information.
      * As needed, prepare future projections of incident growth, maps, and intelligence.
                                       O

   30. Demonstrate the knowledge and abilities of a Documentation Unit Leader according to the most current version of the ER FOG.
      * Maintain accurate and up-to-date incident files.
      * Provide duplication services.
      * Ensure proper storage of incident files for legal, analytical, and historical purposes.
                                       O

   31. Demonstrate the knowledge and abilities of a Demobilization Unit Leader according to the most current version of the ER FOG
      * Develop the Incident Demobilization Plan.
                                       O

   32. Communicate job performance requirements to subordinates.
                                       I

   33. Continuously evaluate performance.
                                       I

   34. Communicate deficiencies immediately and take corrective action. 
                                       I

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

   36. Prepare and discuss formal performance evaluation.
                                       I

   37. Ensure necessary support staff is aware of planning meeting assignments. 
      * Situation Unit Leader has accurate and current incident, regional, and national situation status 
      * Resources Unit Leader has accurate and current status of resources on the incident as well as regionally and nationally 
      * Technical specialist input is presented 
      * Arrangements are made for documentation and recording of applicable information
                                       I

   38. Ensure Resources Unit Leader is aware of tactics meeting and operational briefing assignment. 
                                       I

Behavior: Emphasize teamwork

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   39. Establish cohesiveness among assigned resources.
      * Establish trust through open communication.
      * Require commitment.
      * Set expectations of accountability.
      * Bring focus to the team result.
                                       I

Behavior: Coordinate interdependent activities

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   40. Interact and coordinate with all command and general staff.
                                       I

   41. Coordinate incident rehabilitation needs. 
      * Coordinate with responsible agencies. 
      * Work with technical specialist(s) (e.g. hazardous materials specialist, environmental specialists, etc.) and keep updated on their activities.
                                       I

	
Competency: Communicate effectively
 
Description: 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: Ensure relevant information is exchanged during briefings and debriefings 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   42. Attend Agency Administrator and/or outgoing IC briefing. 
      * Obtain a completed analysis of the incident or support the development of an analysis, a written Delegation of Authority, a copy of the most recent ICS 209 (Incident Status Summary), map(s) of the incident, and a completed ICS 201 (Incident Briefing).
      * Complete the appropriate checklist for takeover of large incidents. 
      * Get copies of current resource orders and those resources committed to incident. 
      * Obtain key contact list with phone and fax numbers.
                                       I

   43. Obtain briefing from IC (may be one-on-one or at an initial strategy meeting or other team meeting). 
      * Receive IC's priorities, goals, and objectives for the IMT. 
      * Receive IC's priorities, goals, and objectives for the incident. 
      * Obtain initial instructions concerning the tasks expected of the planning section. 
      * Receive expected timeframes for briefings, planning meetings, and team meetings.
                                       I

   44. Collect information from the outgoing planning section chief, initial IC, or other personnel with information relevant to your section. 
      * Obtain status of incident and assigned resources. 
      * Obtain status of existing planning section.
      * Evaluate and replace or order positions in planning section, as needed. 
                                       I

   45. Identify who needs to attend operational briefings.
      * Post in conspicuous locations time of briefings, location, and required attendees. 
                                       I

   46. Facilitate the operational period briefing, particularly emphasizing any changes from the written IAP.
                                       I

   47. Debrief Agency Administrator. 
      * Participate in debriefing.
                                       I

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

Behavior: Ensure documentation is complete and disposition is appropriate 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   49. Ensure an incident summary (e.g. ICS 209 Incident Status Summary) is completed within established timeframes. 
      * Review for accuracy and completeness; approve, sign, and submit to appropriate office. 
                                       I

   50. Ensure all personnel and equipment time records are complete and have been submitted to the Finance Section Leader at the end of each operational period.
                                       I

   51. Submit to the documentation unit completed and legible ICS 214 (Unit Log) containing pertinent information for each operational period.
                                       I

   52. Ensure all required incident reports and narratives are completed to agreed upon standards prior to leaving incident. 
                                       I

   53. Properly assemble and file up-to-date incident records.
                                       I

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   54. Establish and maintain incident planning cycle. 
      * Publish and post-planning cycle at appropriate locations. 
      * Distribute cycle to IC, command and general staff, and other appropriate personnel.
      * Facilitate meeting and briefings during the planning cycle.
                                       I

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   55. Evaluate and share with IMT 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
   56. Ensure planning staff completes required elements of the Incident Action Plan (IAP) within required timeframes. 
      * Obtain elements from other appropriate sections within established timeframes. 
      * Assemble the elements into an IAP. 
      * Ensure the IAP meets incident objectives and is congruent with approved strategic plan. 
      * Develop contingency plan(s) as needed.  
      * Obtain the IC's approval and signature on IAP.
      * Identify how many copies of IAP are needed. 
      * Ensure documentation unit makes and distributes appropriate copies of IAP to key people.
      * Provide accurate information to these individuals prior to the operational period briefing (e.g. air operations, ground support, food unit, supply unit, and agency/organization dispatch).
                                       I

   57. Ensure the agency's/organization's incident strategic plan is appropriate. 
      * If it needs revision the Agency Administrator is responsible (may ask IC to revise for the Agency Administrator's approval).
                                       I

   58. Consider demobilization early enough during the incident so an adequate demobilization plan is in place prior to the actual need to release resources. 
      * Ensure demobilization plan is complete and signed. 
      * Develop in coordination with command and general staff and agency/organization dispatch. 
      * Request all sections submit names or lists of surplus or potentially surplus personnel and resources to demobilization unit 48 hours in advance of them becoming surplus. 
      * Schedule surplus resources and personnel for proper demobilization. 
                                       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: Administer and/or apply agency policy, contracts, and agreements

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   59. Display, describe, and utilize necessary agency/organization policy, legal, and fiscal constraints and political considerations to be used in the planning meeting to review adequacy of strategic plans and in development of IAP. 
                                       I

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

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   60. Evaluate and monitor current situation. 
      * Determine if present plan of action meets incident objectives. 
      * Determine if the present plan is congruent with the incident strategic plan.  
      * Identify current and potential problems and concerns. 
      * Advise IC and other appropriate IMT personnel.
                                       I

   61. Collect, evaluate, and process resource and situational incident information to provide the basis of the IAP.
                                       I

Behavior: Take appropriate action based on assessed risks 

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   62. Establish priorities and coordinate units within the section.
                                       I

   63. Schedule and conduct planning meetings. 
      * Inform identified planning meeting attendees of the time, location, and information expected of them for the meeting. 
      * Define objectives, agenda, and time expectations for the planning meeting. 
      * Agree to and post at appropriate locations, the planning meeting agenda. 
      * Identify or reaffirm incident objectives (IC identifies or approves objectives. The IC should address objectives or ask the Planning Section Chief to do so). 
      * Display, describe, and utilize necessary agency/organization policy, legal, and fiscal constraints and political considerations to be used in the planning meeting to review adequacy of strategic plans and in development of IAP.
      * Present accurate, adequate, and current situation and resource status information with accurate maps. 
      * Ensure Operations Section Chief identifies values to be protected, division boundaries and prioritizes divisions in the event choices are made in allocating scarce resources, on map(s) visible to all attendees. 
      * Ensure Operations Section Chief identifies tactics, resources needed, and reporting/pickup locations and time by division/groups and this information is properly displayed on ICS 215 (Operational Planning Worksheet) or equivalent. 
      * Ensure the Safety Officer identifies hazards and the mitigation of those hazards by division/group and this information is displayed on an ICS 215 A (Incident Action Plan Safety Analysis) or equivalent.
      * Compare resources needed to implement the Operations Section Chief's proposed action plan to available resources and reconcile any differences. 
      * Display available resources for IAP on ICS 215 (Operational Planning Worksheet). 
      * Coordinate all attendees to assure the plan as proposed can be implemented and supported (e.g. can air operations provide the needed air support and transportation needs; can logistics accomplish personnel feeding on time, provide necessary ground transportation and provide required tools; etc). 
      * Ensure health and safety is incorporated into the planning process. 
      * Resolve concerns and conflicts. 
      * Adjust IAP accordingly. 
      * Identify elements of the IAP required from other sections, and time needed by the planning section (e.g. Safety Message, Communication Plan, Medical Plan, Air Operations Summary, Transportation Plan, and other special messages). 
      * Conduct planning meeting in 30 minutes or less.
                                       I

   64. Ensure planning meetings are scheduled as required and all objectives of planning meeting are met in the acceptable time frame.
                                       I

Behavior: Modify approach based on evaluation of incident situation

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   65. Monitor incident status and develop alternative strategies. 
      * Document and present potential alternative strategies to command and general staff. 
      * Advise command and general staff of significant changes in incident status that affect them, in a timely manner.
                                       I

Behavior: Plan for demobilization and ensure demobilization procedures are followed

                                     TASK
                                     CODE
                              EVALUATION RECORD #
                                   EVALUATOR
   66. Consider demobilization and/or transition early enough during the incident so an adequate Demobilization/Transition Plan is in place prior to the actual need to release resources. 
      * Ensure demobilization plan is complete and signed. 
      * Develop in coordination with command and general staff and agency/organization dispatch. 
      * Request all sections submit names or lists of surplus or potentially surplus personnel and resources to demobilization unit 48 hours in advance of them becoming surplus. 
      * Schedule surplus resources and personnel for proper demobilization.
                                       I

   67. Implement approved demobilization plan and schedule.
                                       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
   68. Monitor and document progress toward incident objectives and prepare for transition. 
                                       I

   69. Determine with replacement time of transfer.
                                       I

   70. Communicate transfer of command to command and general staff. 
                                       I

   71. If necessary, coordinate with agencies about transfer of command back to local jurisdiction. 
                                       O

                                       
               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 of resources and types 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 response 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:_____________________________________________________