U. S. oast Guard National Incident Management System Incident ommand System TYP 3 FINAN UNIT LAR PSITINS PART B SPIFI S FR TH PSITIN: TYP 3 AMINISTRATIN SUPPRT UNIT LAR TYP 3 MPNSATIN / LAIMS UNIT LAR TYP 3 ST UNIT LAR TYP 3 PRURMNT UNIT LAR TYP 3 PRPRTY SUPPRT UNIT LAR TYP 3 TIM UNIT LAR Performance Qualification Standard November 2014
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 AMINISTRATIN SUPRT UNIT LAR (AMN3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 2 of 45
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 MPNSATIN / LAIMS UNIT LAR (MP3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 3 of 45
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 ST UNIT LAR (ST3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 4 of 45
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 PRURMNT UNIT LAR (PR3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 5 of 45
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 6 of 45
U.S. AST GUAR RTIFIATIN LTTR RMMNATIN / RTIFIATIN F MPLT PRFRMAN QUALIFIATIN STANAR (PQS) FR TH PSITIN F: TYP 3 TIM UNIT LAR (TIM3) FINAL VRIFYING FFIR S RMMNATIN I verify that has completed all requirements necessary to perform the duties in this position, has passed an unit level oral board and should therefore be considered for certification in this position. FINAL VRIFYING FFIR S SIGNATUR AN AT FINAL VRIFYING FFIR S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR U. S. AST GUAR RTIFIATIN 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. I 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. THIS RTIFIATIN IS G FR SVN YARS FRM AT F ISSU. RTIFYING FFIIAL S SIGNATUR AN AT RTIFYING FFIIAL S PRINT NAM, TITL, UTY STATIN, AN PHN NUMBR hange 1 incorporated 11/01/14 Page 7 of 45
U.S. oast Guard Performance Qualification Standard (PQS) for TYP 3 AMINISTRATIN SUPPRT UNIT LAR (AMN3) TYP 3 MPNSATIN / LAIMS UNIT LAR (MP3) TYP 3 ST UNIT LAR (ST3) TYP 3 PRURMNT UNIT LAR (PR3) TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) TYP 3 TIM UNIT LAR (TIM3) Qualification odes: IS-MP3, IS-PR3, IS-TIM3, and IS-ST3 This booklet is one section of your personal on-the-job training manual and the Performance Qualification Standard (PQS) for the position(s) noted above. It is your guide to qualification. It 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 pages 2-5) and your Unit Training oordinator will record and certify your qualification in the Training Management Tool (TMT). For additional information concerning background, objectives, guidance, components, responsibilities and explanation as to the use of the National Incident Management System (NIMS) Incident ommand System (IS) PQS guide, see the United States oast Guard (USG) All-Hazard NIMS IS PQS Guide. The Guide can be found in the IS Library on Homeport (http://homeport.uscg.mil/ics/). RSPNSIBILITIS: 1. The ertifying fficial is responsible for: Selecting trainees based on the needs of the unit. Providing opportunities for evaluation and / or making the trainee available for evaluation. etermining certification by reviewing the trainees PQS, to ensure all tasks and course prerequisites have been completed. Issuing proof of certification by signing a certification letter. nsuring certification / qualification is entered into the TMT system. 2. The Individual is responsible for: Reviewing and understanding instructions in the PQS. Providing background information to a Verifying fficer. ompleting all tasks for an assigned position within three years. All tasks with an approval older than three years must be reevaluated. Assuring the valuation Record is complete. Notifying local unit personnel when the PQS is completed and providing a copy to the unit Training fficer. Keeping the original PQS in personal records. 3. The Verifying fficer is responsible for: Being certified in the competencies that he or she is to verify. The Verifying fficer must be command (unit) designated. ntering his or her title, name, and initials in the Record of Verifying fficers section before making entries in the guide. Being experienced and qualified, with demonstrated ability to evaluate, instruct, and observe hange 1 incorporated 11/01/14 Page 8 of 45
other personnel in the performance task criteria. Meeting with the trainee and determining past experience, current qualifications, and desired objectives / goals. xplaining to the trainee the evaluation procedures that will be utilized and which objectives may be attained. Identifying tasks to be performed during the evaluation period. bserving successful performance of each task and documenting such with date and initials in the appropriate space provided in this booklet. It may be necessary to perform a task several times. Accurately evaluating and recording demonstrated performance of tasks on both the task and valuation Record. ating and initialing completion of the task and documenting incident / event performance on an evaluation record shall document satisfactory performance. ach task must be signed off individually (e.g., initialing the first and last task with a line down the page will NT be acceptable). Unsatisfactory performance shall also be documented in the valuation Record. The Verifying fficer will not give credit for any task that is not performed satisfactorily. ompleting the valuation Record found at the end of each PQS for each incident / event / exercise performance. 4. The Final Verifying fficer is responsible for: Being qualified and proficient in the position being evaluated. Reviewing the trainee s record to ensure completeness. Scheduling and conducting a final qualification interview / board for the member for the desired position. Signing the verification statement on page 2 of the PQS when all tasks have been initialed and the oral board has been passed. nsuring that all tasks have been completed within the three years prior to submission for final approval. Any task with an approval older than three years must be reevaluated and brought up to date. 5. The Training fficer or esignee of the member s / employee s home unit is responsible for: Issuing PQS to document task performance. xplaining to the trainee the purpose and processes of the PQS as well as the trainee s responsibilities. Tracking progress of the trainee. Identifying incident evaluation opportunities. Identifying and assigning a Verifying fficer who can provide a positive experience for the trainee, and make an accurate and honest appraisal of the trainee s performance. onducting progress reviews. onducting a closeout interview with the trainee and Verifying fficer and assuring that documentation is proper and complete. nsuring course completions and other PQS tasks and certifications are entered into the TMT system. ach task in the PQS includes the TMT task code right after the number of the task for finding and entry into TMT. hange 1 incorporated 11/01/14 Page 9 of 45
TYP 3 AMINISTRATIN SUPPRT UNIT LAR (AMN3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100, Introduction to IS IS-200, IS for Single Resources and Initial Action Incidents IS-300, Intermediate IS for xpanding Incidents None Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as an AMN3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 10 of 45
TYP 3 AMINISTRATIN SUPPRT UNIT LAR (AMN3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 Introduction to IS 2. IS-200 IS for Single Resources and Initial Action Incident 3. IS-300 Intermediate IS for xpanding Incidents B. Qualification Prerequisites: None. ompletion of PQS 1. PQS for Type 3 Unit Leader Part A 2. Part B; Finance Section Unit Leader specific tasks for Type 3 Administration Support Unit Leader (AMIN3) position. Successful completion of unit level oral board for the Type 3 Administration Support Unit Leader (AMIN3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 Administration Support Unit Leader (AMIN3) position. F. Type 3 Administration Support Unit Leader (AMIN3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 11 of 45
TYP 3 MPNSATIN / LAIMS UNIT LAR (MP3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100 Introduction to IS IS-200 IS for Single Resources and Initial Action Incidents IS-300 Intermediate IS for xpanding Incidents None Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as a MP3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 12 of 45
TYP 3 MPNSATIN / LAIMS UNIT LAR (MP3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 Introduction to IS 2. IS-200 IS for Single Resources and Initial Action Incident 3. IS-300 Intermediate IS for xpanding Incidents B. Qualification Prerequisites: None. ompletion of PQS: 1. PQS for Type 3 Unit Leader Part A 2. Part B; Finance Section Unit Leader specific tasks for Type 3 ompensation / laims Unit Leader (MP3) position. Successful completion of unit level oral board for the Type 3 ompensation / laims Unit Leader (MP3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 ompensation / laims Unit Leader (MP3) position. F. Type 3 ompensation / laims Unit Leader (MP3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 13 of 45
TYP 3 ST UNIT LAR (ST3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100 Introduction to IS IS-200 IS for Single Resources and Initial Action Incidents and IS-300 Intermediate IS for xpanding Incidents IS-351 Logistics / Finance ourse None Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as a ST3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 14 of 45
TYP 3 ST UNIT LAR (ST3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 Introduction to IS 2. IS-200 IS for Single Resources and Initial Action Incident ( 3. IS-300 Intermediate IS for xpanding Incidents 4. IS-351 Logistics / Finance ourse B. Qualification Prerequisites: None. ompletion of PQS: 1. PQS for Type 3 Unit Leader Part A 2. PQS for Type 3 Finance Unit Leader Part B specific tasks for Type 3 ost Unit Leader (ST3) position. Successful completion of unit level oral board for the Type 3 ost Unit Leader (ST3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 ost Unit Leader (ST3) position. F. Type 3 ost Unit Leader (ST3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 15 of 45
TYP 3 PRURMNT UNIT LAR (PR3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100 (IS-100.B) Introduction to IS IS-200, (IS-200.B) IS for Single Resources and Initial Action Incidents IS-300 Intermediate IS for xpanding Incidents and IS-351 Logistics / Finance ourse Basic Simplified Acquisition Procedures and Advanced Simplified Acquisition Procedures Hold a G purchase card and $25K ontracting fficer's warrant Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as a PR3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 16 of 45
TYP 3 PRURMNT UNIT LAR (PR3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 (IS-100.B) Introduction to IS 2. IS-200 (IS-200.B) IS for Single Resources and Initial Action Incidents 3. IS-300, Intermediate IS for xpanding Incidents 4. IS-351 Logistics and Finance Section 5. Basic Simplified Acquisition Procedures 6. Advanced Simplified Acquisition Procedures B. Qualification Prerequisites: Hold a G purchase card and $25K ontracting fficer's warrant. ompletion of PQS: 1. Type 3 Unit Leader Part A Unit Leader 2. Part B; Finance Section Unit Leader specific tasks for Type 3 Procurement Unit Leader (PR3) position. Successful completion of unit level oral board for the Type 3 Procurement Unit Leader (PR3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 Procurement Unit Leader (PR3) position. F. Type 3 Procurement Unit Leader (PR3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 17 of 45
TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100 (IS-100.B) Introduction to IS IS-200 (IS-200.B) IS for Single Resources and Initial Action Incidents and IS-300 Intermediate IS for xpanding Incidents IS-351 Logistics / Finance ourse None Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as a PRP3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 18 of 45
TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 (IS-100.B) Introduction to IS 2. IS-200 (IS-200.B) IS for Single Resources and Initial Action Incident 3. IS-300 Intermediate IS for xpanding Incidents 4. IS-351 Logistics / Finance ourse B. Qualification Prerequisites: None. ompletion of PQS: 1. PQS for Type 3 Unit Leader Part A 2. Part B; Finance Section Unit Leader specific tasks for Type 3 Property Support Unit Leader (PRP3) position. Successful completion of unit level oral board for the Type 3 Property Support Unit Leader (PRP3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 Property Support Unit Leader (PRP3) position. F. Type 3 Property Support Unit Leader (PRP3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 19 of 45
TYP 3 TIM UNIT LAR (TIM3) RQUIR TRAINING PRRQUISIT TARGT PRSNNL RTIFYING FFIIAL FITNSS STANAR URRNY URRNY RQUIRMNTS THR PSITIN ASSIGNMNTS THAT WILL MAINTAIN URRNY IS-100 (IS-1000B) Introduction to IS IS-200(IS-200.B) Basic IS IS-300 Intermediate IS for xpanding Incidents IS-351 Logistics / Finance ourse None Sector Logistics, Base Finance, MS Finance or Incident Management Assist Team personnel filling Administration Support Unit Leader roles ommanding fficer (-4 and above), or the first -6 in the chain command, or MT (G-P) Light 7 year sliding currency nce every 3 years: omplete online IS-305 Intermediate IS Refresher. At least once every 7 years: Satisfactory performance as a TIM3 or other position assignment listed below in an actual incident / event, drill / exercise using IS documented on an IS 225 and update Perform Position task in TMT. Any Type 3 or Type 1 Finance Unit Leader positions, FS3, FS2, FS1 hange 1 incorporated 11/01/14 Page 20 of 45
TYP 3 TIM UNIT LAR (TIM3) RR F MPLTIN ompetency Requirements ate Verifying fficer s Signature A. ompletion of Training ourses: 1. IS-100 (IS-100.B) Introduction to IS 2. IS-200 (IS-200.B) IS for Single Resources and Initial Action Incident 3. IS-300 Intermediate IS for xpanding incidents 4. IS-351 Logistics / Finance B. Qualification Prerequisites: None. ompletion of PQS: 1. PQS for Type 3 Unit Leader Part A 2. Part B; Finance Section Unit Leader specific tasks for Type 3 Time Unit Leader (TIM3) position. Successful completion of unit level oral board for the Type 3 Time Unit Leader (TIM3) position:. Qualification / ertification Letter (example on pages 2-8) submitted for approval for the Type 3 Time Unit Leader (TIM3) position. F. Type 3 Time Unit Leader (TIM3) Qualification certification entered into TMT RR F VRIFYING FFIRS ate Title Verifying fficer s Name IS Qual Initials hange 1 incorporated 11/01/14 Page 21 of 45
TYP 3 FINAN UNIT LAR PSITINS: MP3, PR3, TIM3, ST3 This task book contains the required tasks for Finance / Administration Section Type 3 Unit Leaders: Administration Support (AMN3), ompensation (MP3), ost (ST3), Procurement (PR3), Property Support (PRP3), and Time (TIM3). Type 3 Administration Support Unit Leader (AMN3) page 23 Type 3 ompensation / laims Unit Leader (MP3) specific tasks page 26 Type 3 ost Unit Leader (ST3) specific tasks page 27 Type 3 Procurement Unit Leader (PR3) specific tasks page 32 Type 3 Property Support Unit Leader (PRP3) specific tasks page 36 Type 3 Time Unit Leader (TIM3) specific tasks page 39 Task odes: ach task has a code associated with the type of training assignment where the task may be completed. These include: = other, I = incident / event and R = rare event. efinitions for these codes may be found below*. Although 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 I 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. If more than one code is listed, the task may be completed on any of the listed situations (e.g. If code I, 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 Incident ommand System (IS). xamples of exercises that may employ IS include oil spill, search and rescue, hazardous material response, and fire. 2 = Task must be performed on an xercise, which is managed under the Incident ommand System (IS). xamples of exercises that may employ IS 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 = IS course classroom environment that tests knowledge / skills associated with the task. I = Task must be performed on an incident or event, which is managed under the Incident ommand System (IS). xamples of incidents and events that may employ IS 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. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 22 of 45
AITINAL S FR TH TYP 3 AMINISTRATIN SUPPRT UNIT LAR (AMN3) TH FLLWING PAGS AR AITINAL SPIFI S FR TH TYP 3 AMINISTRATIN SUPPRT UNIT LAR (AMN3) ompetency 1: Assume position responsibilities. escription- Successfully assume role of Unit Leader within the Finance / Administration Section and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure readiness for assignment. RR VRIFYING FFIR: 1. escribe agency specific administrative documentation requirements. 2. Review applicable contingency plans, MU / MAs. Behavior: stablish effective relationships with relevant personnel. RR VRIFYING FFIR: 3. Gather incident information relative to Administrative activities. Identify incident resources activated. 4. Identify personnel issues for the incident. 5. Identify gaps and forecast future requirements. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 23 of 45
AITINAL S FR TH AMINISTRATIN SUPPRT UNIT LAR (AMN3) ompetency 2: Lead assigned personnel. escription- Influence, guide, and direct assigned personnel to accomplish objectives and desired outcomes in a rapidly changing, high-risk environment. Behavior: oordinate interdependent activities. RR VRIFYING FFIR: 6. escribe interactions with key IMT personnel. L, RSL, SKN, STAM, TIM, ST. 7. Advise incident personnel on pay and travel regulations, policies and procedures. riving / travel regulations / standards. Work / rest guidelines. Assignment extensions. Meal entitlements / restrictions. Hazard / environmental pay. ivilian overtime / weekend / holiday. 8. escribe internal / external sources that may have personnel issues based on incident. Station. Sector. utter. GA Rep. ompetency 3: ommunicate effectively. Behavior: nsure documentation is complete and disposition is appropriate. RR VRIFYING FFIR: 9. Assist with civilian overtime authorization (G-4358) for G civilian employees. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 24 of 45
AITINAL S FR TH AMINISTRATIN SUPPRT UNIT LAR (AMN3) ompetency 4: nsure completion of assigned actions to meet identified objectives. Behavior: Administer and / or apply agency policy, contracts and agreements. RR VRIFYING FFIR: 10. escribe process of maintaining records for the incident. 11. reate a tracking log for civilian overtime hours with TIM. Shift. Holiday. Weekend. Follow agency policies. Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 12. Work with cooperating and assisting agencies for personnel issues. 13. Review excessive civilian overtime and ensure mitigation measures are documented with TIM. Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRIFYING FFIR: 14. Provide input to demobilization plan. Administrative Support Unit check off on IS-221. Verify overtime hours prior to civilian personnel departure. Identify key IMT personnel and equipment required to checkout with TIM and AMN. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 25 of 45
AITINAL S FR TH TYP 3 MPNSATIN/LAIMS UNIT LAR (MP3) TH FLLWING PAGS AR AITINAL SPIFI S FR TH TYP 3 MPNSATIN LAIMS UNIT LAR (MP3) To Be eveloped valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 26 of 45
AITINAL SPIFI S FR TH TYP 3 ST UNIT LAR (ST3) TH FLLWING TW PAGS AR 23 AITINAL SPIFI S FR TH ST UNIT LAR ompetency 1: Assume position responsibilities. escription: Successfully assume role of Unit Leader within the Finance / Administration Section and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure readiness for assignment. RR VRIFYING FFIR: 1. escribe agency specific cost documentation requirements. 2. Review applicable contingency plans, MU / MAs. Behavior: stablish effective relationships with relevant personnel. RR VRIFYING FFIR: 3. Gather incident information relative to PR activities. Identify incident resources activated. etermine contracts or agreements in place (e.g. IAG, ISSA, MIPR, BAs, BPAs, and MAs). 4. Identify funding sources. 5. Identify ceiling on funding sources. 6. Identify gap and forecast future requirements. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 27 of 45
AITINAL SPIFI S FR TH TYP 3 ST UNIT LAR (ST3) ompetency 2: Lead assigned personnel. escription - Influence, guide, and direct assigned personnel to accomplish objectives and desired outcomes in a rapidly changing, high-risk environment. Behavior: oordinate interdependent activities. RR VRIFYING FFIR: 7. escribe interaction necessary to gather / present incident cost information. TIM / PR / SPUL / LS / SITL 8. ommunicate with cooperating / assisting agencies on PRFA process. 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 all relevant information is exchanged during check-in, briefings, and debriefings. RR VRIFYING FFIR: 9. ommunicate burn rate for individual resources and daily summary per I / U direction. Behavior: nsure documentation is complete and disposition is appropriate. RR VRIFYING FFIR: 10. stablish ost ocumentation process. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 28 of 45
AITINAL SPIFI S FR TH TYP 3 ST UNIT LAR (ST3) ompetency 4: nsure completion of assigned actions to meet identified objectives. Behavior: Administer and / or apply agency policy, contracts, and agreements. RR VRIFYING FFIR: 11. btain and validate accuracy of travel documents for all incident personnel. 12. Monitor established contracts / BAs / agreements for fund ceilings. 13. Identify agency specific cost impacts. vertime. Union Issues. Shift differential. Hazardous uty Pay. Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 14. Verify incident resources with RSL and SPUL. Review IS-211, IS-219. 15. Validate appropriate funding sources and uses for cost containment opportunities. evelop cost saving alternatives for high dollar items. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 29 of 45
AITINAL SPIFI S FR TH TYP 3 ST UNIT LAR (ST3) RR VRIFYING FFIR: 16. nsure resources are entered and tracked in the applicable cost-reporting program (e.g. G-5136 or PA RMS). Validate rates within the applicable cost-reporting program for accuracy. Provide projections as necessary. btain equipment hours from perations Section (e.g. aircraft, vessel, or vehicle). btain purchase information and contract costs from Supply and / or Procurement Unit Leader. btain other miscellaneous costs (e.g., cache items, mobilization costs, rental vehicles). btain ther Government Agency obligations (e.g. PRFAs). Modify travel orders as appropriate. 17. reate and maintain a ocument ontrol Number (N) log and coordinate with Supply and Procurement Unit Leaders. Behavior: Utilize information to produce outputs. RR VRIFYING FFIR: 18. Produce cost documentation package that meets agency requirements. Use ost oc checklist. 19. stablish a ceiling management process to maintain a running balance of expenditures against available funds. Trigger points for potential ceiling increase. 20. etermine current burn rate and estimate future burn rate (frequency to be determined by the I / U). 21. nsure financial reports are completed and distributed per agency policy. Accounting. Burn Rate. FP PS rrors. Pipeline certification validation. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 30 of 45
AITINAL SPIFI S FR TH TYP 3 ST UNIT LAR (ST3) Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRIFYING FFIR: 22. Review and provide input to demobilization plan. Travel laim information (used as TVL cost estimates). High cost resource. stablish procedures for reporting final travel costs to incident Accounting. 23. oordinate with Logistics Unit Leaders for replacement in kind (RIK) or repair of damaged or consumed equipment. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 31 of 45
AITINAL SPIFI S FR TH TYP 3 PRURMNT UNIT LAR (PR3) TH FLLWING PAGS AR 24 AITINAL SPIFI S FR TH TYP 3 PRURMNT UNIT LAR (PR3) ompetency 1: Assume position responsibilities. escription - Successfully assume role of Unit Leader within the Finance / Administration Section and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure availability, qualifications, and capabilities of resources to complete assignment. RR VRIFYING FFIR: 1. IS-T3-PR-01. Identify external ordering authority (e.g. contracting warrant) and availability to support incidents. 2. Review existing regional contracts and agreements (e.g. BA, BPA, MAs). 3. escribe the activation process for a response specific credit card. Ps. Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 4. Gather incident information relative to PR activities. Identify incident resources activated. etermine contracts or agreements in place (e.g. IAG, ISSA, MIPR, BAs, BPAs, and MAs). 5. Identify funding sources. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 32 of 45
AITINAL SPIFI S FR TH TYP 3 PRURMNT UNIT LAR (PR3) ompetency 2: Lead assigned personnel. Behavior: oordinate interdependent activities. RR VRIFYING FFIR: 6. ontact and interact with incident agencies cooperating and assisting Procurement staff discuss agency guidelines. 7. oordinate with Logistics Section personnel. Resource Request process. rdering Process. Property Accountability System. Fuel. urrent and future acquisition activities. 8. Provide contract administration guidance to all IMT personnel. Provide procurement advice, guidance, and information to workers, customers and other interested parties. ompetency 3: ommunicate effectively. Behavior: nsure documentation is complete and disposition is appropriate. RR VRIFYING FFIR: 9. Review procurement documents for accuracy and ensure invoices are completed and transmitted to appropriate administrative processing agency. 10. reate a procurement documentation process that will meet agency audit requirements (cradle to grave). ecision Memos for significant procurement actions. General Message (IS 213), Resource Request (IS 213RR), Unit logs (IS 214), 1149, SF-122, Receipts, bills of lading, invoices. Resource order log. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 33 of 45
AITINAL SPIFI S FR TH TYP 3 PRURMNT UNIT LAR (PR3) RR VRIFYING FFIR: 11. ompile and submit procurement documentation to ST. ompetency 4: nsure completion of assigned actions to meet identified objectives. Behavior: Administer and / or apply agency policy, contracts, and agreements. RR VRIFYING FFIR: 12. Verify availability of funds to support procurement and contracting needs. Available ceiling. Appropriate funds for purchase(s). Follow appropriate rules for funding source. 13. xecute procurement(s) and contracts to meet incident needs per agency policy. nter all G transactions into FP. Facilitate resolution to contractual and procurement disputes. Review for underutilized or costly contract resources. oordinate modifications with ontracting fficer. Administer contracts per agency requirements. 14. Review travel orders are structured correctly, charged to correct accounting strings, and entered into agency accounting system (e.g. FP). Modify travel orders as appropriate. 15. reate and maintain procurement files and logs. lectronic and hard copy. 16. emonstrate understanding of agency procurement policies. GAP, SAP, FRMM, and NPF user reference guide. 17. emonstrate knowledge of agency property management requirements. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 34 of 45
AITINAL SPIFI S FR TH TYP 3 PRURMNT UNIT LAR (PR3) RR VRIFYING FFIR: 18. stablish accountability of all incident property per agency requirements. 19. oordinate with Supply Unit Leader to provide guidance to vendors on procedures to receive payment as needed. Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 20. valuate effectiveness of procurement process with Supply Unit Leader based on incident. o procurements support operational objective strategies and tactics? (e.g., timely, appropriate resources, property supported, etc.). ost of resources (fair and reasonable). Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRIFYING FFIR: 21. Review and provide input to demobilization plan. Follow agency accountable property requirements. Follow incident property plan. 22. oordinate with Supply unit and other Logistics Unit Leader to ensure all accountable property is cleaned and evaluated for damage and returned to source. Report of Survey ( s). 23. oordinate with Logistics for replacement-in-kind or repair of damaged or consumed equipment. 24. Review existing procurements for under utilization or high cost. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 35 of 45
AITINAL S FR TH TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) TH FLLWING PAGS AR AITINAL SPIFI S FR TH TYP 3 PRPRTY SUPPRT UNIT LAR (PRP3) ompetency 1: Assume position responsibilities. escription - Successfully assume role of Unit Leader within the Finance / Administration Section and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure availability, qualifications, and capabilities of resources to complete assignment. RR VRIFYING FFIR: 1. Identify resource request process to support incidents. 2. Review existing regional contracts and agreements (e.g. BA, BPA, MAs). Behavior: Gather analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 3. Gather incident information relative to PRP activities. Identify incident resources activated. ompetency 2: Lead assigned personnel. Behavior: oordinate interdependent activities. RR VRIFYING FFIR: 4. ontact and interact with incident agencies cooperating and assisting staff discuss agency guidelines. 5. oordinate with PR and Logistics Section personnel. Resource Request process. rdering Process. Property Accountability System. urrent and future acquisition activities. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 36 of 45
AITINAL S FR TH MPNSATIN/LAIMS UNIT LAR (MP) RR VRIFYING FFIR: 6. Provide property administration guidance to all IMT personnel. Provide property advice, guidance, and information to workers, customers and other interested parties. ompetency 3: ommunicate effectively. Behavior: nsure documentation is complete and disposition is appropriate. RR VRIFYING FFIR: 7. Review property documents for accuracy. 8. reate a property documentation process that will meet agency audit requirements (cradle to grave). 9. ompile and submit property documentation. ompetency 4: nsure completion of assigned actions to meet identified objectives. Behavior: Administer and / or apply agency policy, contracts, and agreements. RR VRIFYING FFIR: 10. reate and maintain property files and logs. lectronic and hard copy. 11. emonstrate understanding of agency property management requirements / policies. GAP, SAP, FRMM, and NPF user reference guide. 12. stablish accountability of all incident property per agency requirements. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 37 of 45
AITINAL S FR TH MPNSATIN/LAIMS UNIT LAR (MP) Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 13. valuate effectiveness of property process with PR and SPUL based on incident. Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRIFYING FFIR: 14. Review and provide input to demobilization plan. Follow agency accountable property requirements. Follow incident property plan. 15. oordinate with PR, Supply unit and other Logistics Unit Leader to ensure all accountable property is cleaned and evaluated for damage and returned to source. Report of Survey ( s). 16. oordinate with Logistics for replacement-in-kind or repair of damaged or consumed equipment. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 38 of 45
AITINAL SPIFI S FR TH TYP 3 TIM UNIT LAR (TIM3) TH FLLWING PAGS AR 16 AITINAL SPIFI S FR TH TYP 3 TIM UNIT LAR (TIM3) ompetency 1: Assume position responsibilities. escription - Successfully assume role of Unit Leader within the Finance / Administration Section and initiate position activities at the appropriate time according to the following behaviors. Behavior: nsure readiness for assignment. RR VRIFYING FFIR: 1. escribe methods of collecting personnel and equipment time and attendance data. USG NAVLGS. USG Aircraft Logs. IS-211. IS-204. IS-214. PA RMS. IS-219. quipment hours. 2. Review applicable contingency plans, MU / MAs. Behavior: stablish effective relationships with relevant personnel. RR VRIFYING FFIR: 3. Identify other counterparts who have TIM responsibilities. 4. Identify NPF Regional ase fficer. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 39 of 45
AITINAL SPIFI S FR TH TYP 3 TIM UNIT LAR (TIM3) ompetency 2: Lead assigned personnel. escription - Influence, guide, and direct assigned personnel to accomplish objectives and desired outcomes in a rapidly changing, high-risk environment. Behavior: oordinate interdependent activities. RR VRIFYING FFIR: 5. escribe interactions with key IMT personnel. L, RSL, SKN, STAM. 6. Advise incident personnel on pay and travel regulations, policies and procedures. riving / travel regulations / standards. Work / rest guidelines. Assignment extensions. Meal entitlements / restrictions. Hazard / environmental pay. ivilian overtime / weekend / holiday. 7. escribe internal / external sources that may have time data based on incident. Station. Sector. utter. GA Rep. ompetency 3: ommunicate effectively. Behavior: nsure documentation is complete and disposition is appropriate. RR VRIFYING FFIR: 8. oordinate with other agency representatives to establish process for capturing time and attendance records. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 40 of 45
AITINAL SPIFI S FR TH TYP 3 TIM UNIT LAR (TIM3) RR VRIFYING FFIR: 9. Review time and attendance data for accuracy. NAVLGS. Aircraft Logs. IS-211. IS-204. IS-214. PA RMS. IS-219. 10. omplete civilian overtime authorization (G-4358) for G civilian employees. ompetency 4: nsure completion of assigned actions to meet identified objectives. Behavior: Administer and / or apply agency policy, contracts, and agreements. RR VRIFYING FFIR: 11. escribe process of maintaining time and attendance records for the incident. 12. reate a tracking log for civilian overtime hours. Shift. Holiday. Weekend. Follow agency policies. 13. Provide daily time and attendance data to ost Unit Leader. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 41 of 45
AITINAL SPIFI S FR TH TYP 3 TIM UNIT LAR (TIM3) Behavior: Gather, analyze, and validate information pertinent to the incident or event and make recommendations for setting priorities. RR VRIFYING FFIR: 14. Validate cooperating and assisting agencies time and attendance records. 15. Review excessive civilian overtime and ensure mitigation measures are documented. Behavior: Plan for demobilization and ensure demobilization procedures are followed. RR VRIFYING FFIR: 16. Provide input to demobilization plan. Time Unit check off on IS-221. Verify overtime hours prior to civilian personnel departure. Identify key IMT personnel and equipment required to checkout with TIM. valuate the numbered tasks NLY. NT evaluate bullets; they are provided as examples/additional clarification. Some tasks must be completed more than once. hange 1 incorporated 11/01/14 Page 42 of 45