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Page 1: Page 1 of 71 - Emergency Management Ontario · The Ontario Incident Management System (IMS) uses specific forms to assist with incident management processes and procedures, as well

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Table of Contents

Introduction to IMS Forms ........................................................................................... 5IMS Forms Quick Reference ....................................................................................... 6IMS Planning Cycle ..................................................................................................... 9IMS 1001 - Consolidated Incident Action Plan .......................................................... 10IMS 201 - Incident Briefing ........................................................................................ 15IMS 202 - Incident Objectives ................................................................................... 19IMS 203 - Organization Assignment List ................................................................... 23IMS 204 - Resource Assignment List ........................................................................ 25IMS 205 - Incident Telecommunications Plan ........................................................... 28IMS 206 - Medical Plan ............................................................................................. 30IMS 207 - Incident Organization Chart ...................................................................... 33IMS 208 - Safety Message/Plan ............................................................................... 35IMS 209-G - Incident Status Summary – Generic ..................................................... 37IMS 211 - Incident Check-In List ............................................................................... 39IMS 2011-B - EOC Check-In List .............................................................................. 42IMS 213 - General Message ..................................................................................... 46IMS 214 - Activity Log ............................................................................................... 48IMS 215-A - Incident Action Plan Safety Analysis .................................................... 51IMS 215-G - Operational Planning Worksheet .......................................................... 55IMS 218 - Support Vehicle/Equipment Inventory ...................................................... 58IMS 220 - Air Operations Summary .......................................................................... 60IMS 221 - Demobilization Checkout .......................................................................... 62IMS 227 - Claims Log ............................................................................................... 65IMS 260-RR - Resource Request ............................................................................. 67

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IMS Forms Package

INTRODUCTION TO IMS FORMS The Ontario Incident Management System (IMS) uses specific forms to assist with incident management processes and procedures, as well as to represent a record of decisions and actions. In keeping with the IMS ‘toolbox concept’, organizations may use only the forms needed for a specific incident response. These forms are designed for all-hazard use and are applicable to both site-level and EOC-level responses. Detailed instructions and a brief overview of the form’s purpose, preparation and distribution accompany each form. The IMS Steering Committee approved these IMS forms in March 2012, following the incorporation of comments received during a 15 month public review period of the ‘Interim’ IMS forms. When using IMS forms, please keep the following points in mind:

IMS forms may be used for all IMS response roles:

Response Role* Description Location/

Facility1 Person in

Charge

Incident Support

The provision of resources and/or strategic guidance, authorizations, and specific decision-

making support to an Incident Management Team.

Emergency Operations Center

EOC Commander

Incident Command The direct management of an incident response. Incident Command

Post Incident

Commander

Area Command

The provision of incident management and oversight to multiple incidents.

Area Command Post

Area Commander

Continuity of Operations

Ensuring that essential services are maintained, including where possible, in the areas impacted

by the emergency.

Emergency Operations Center

EOC Commander or

other official

When completing IMS forms, it is important to accurately reflect the response role and location: Are you working at an incident site, or emergency operations center? Are you working in an Incident Support role, Incident Command role or Area Command role? Some IMS forms include sections to specify this information. Please see the below excerpt from the IMS 1001 form, as an example:

1. Type of IAP (check appropriate boxes below): Site-Level IAP (specify below): EOC-Level IAP (specify below): Incident Command Additional Details:

Incident Support exercised from EOC Additional Details:

Area Command exercised from EOC: Additional Details:

Incident Command exercised from EOC: Additional Details:

Additional information on these concepts may be found in the IMS Doctrine and the Guideline for the Application of IMS at EOCs. Users of these forms should have, at minimum, a basic understanding of IMS. Additional IMS resources and training is available at www.ontario.ca/ims.

1 In some instances, an Area Command Post or Incident Command Post may be co-located with an EOC (i.e. in different rooms at the EOC facility), or staff may assume dual functions. The options for activating and staffing these facilities are dependent on the needs of specific incidents and availability of resources.

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IMS Planning Cycle IMS Forms Package

IMS FORMS QUICK REFERENCE

Form No. 2 Form Title Description/Purpose Prepared By

IMS 1001 Consolidated Incident Action Plan (IAP)

Documents the actions developed by the Commander and the Command and General Staff during Planning Meetings. When all attachments are included, the IAP specifies the objectives, strategies, tactics, resources, organization, communications plan, medical plan, and other appropriate information for use in managing an incident response for the next operational period. May be based on information excerpted from other IMS forms.

Planning Section Chief

IMS 201 Incident Briefing

Provides the incoming Incident/EOC Commander and incident management team with the basic information regarding the status of the incident and the resources allocated to the incident. In addition to a briefing document, the IMS 201 also serves as an initial action worksheet and a permanent record of the initial response to the incident. Note: The IMS 201 is superseded by and expires when a written IAP is developed.

Incident/EOC Commander, or Planning Section Chief

*IMS 202 Incident Objectives

Describes the basic incident strategy, control objectives, command emphasis/priorities, and safety considerations for use during the next operational period. This form serves as a written record of the main outcomes of the Command Objectives/Strategies meeting. May also be used as a cover sheet for the IAP (if the IMS 1001 is not used), with other IMS forms attached, as required.

Planning Section Chief

*IMS 203 Organization Assignment List

Provides IMS personnel with information on IMS functions that are currently activated and the personnel staffing each position/function.

Planning Section Chief, or Resource Unit Leader (if activated)

*IMS 204 Resource Assignment List

Used to inform Operations Section personnel of their incident assignments. Once the Command and General Staffs agree to the assignments, the assignment information is given to the appropriate Divisions, Groups and Sectors.

Planning Section Chief, or Resource Unit Leader (if activated), and Operations Section Chief

*IMS 205 Incident Telecommunications Plan

Provides information on contact information and radio assignments for each operational period.

Logistics Section Chief, or Communications Unit Leader (if activated)

2 IMS Forms identified with an asterisk (*) are typically included in the Incident Action Plan (IAP) as an attachment or excerpted into the IMS 1001 Consolidated IAP).

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IMS Forms Quick Reference IMS Forms Package

Form No Form Title Description/Purpose Prepared By

*IMS 206 Medical Plan Provides information on incident medical aid stations, transportation services, hospitals, and medical emergency procedures, for emergency responders.

Logistics Section Chief, or Medical Unit Leader (if activated) Note: Reviewed by Safety Officer

*IMS 207 Incident Organization Chart

Used to indicate which IMS organizational elements are currently activated and the names of the personnel staffing each element.

Planning Section Chief, or Resource Unit Leader (if activated)

*IMS 208 Safety Message/Plan A generic template that can be used by the Safety Officer and/or other IMS personnel as a Safety Message or Safety Plan. Safety Officer

IMS 209-G Incident Status Summary-Generic

Provides a general overview or ‘snapshot in time’ of the current situation, future outlook and anticipated actions at a particular stage during incident response operations.

Planning Section Chief, or Situation Unit Leader (if activated)

IMS 211 Incident Check-In List Used for recording check-in information of resources arriving at an incident.

Planning Section Chief, or Resources Unit Leader/Check-In Recorder (if activated)

IMS 211-B EOC Check-In List Used for recording check-in information of all resource personnel operating at an EOC.

Planning Section Chief, or Reception/ Resources Unit Leader/ Check-In Recorder (if activated)

IMS 213 General Message

Used to send message or notification to incident personnel for multiple purposes: by incident dispatchers to record incoming messages that cannot be transmitted orally; to transmit messages to the Incident Communications Center for transmission via radio or telephone to the addressee; to transmit notifications to incident personnel that require hard-copy delivery.

Any message originator

IMS 214 Activity Log

Records details of notable activities of individual or team resources at various IMS organizational levels, including Units, single resources, Strike Teams, Task Forces, etc. Provide a basic reference from which to extract information for handovers and inclusion in any after-action report.

All Sections and Units

IMS 215-A Incident Action Plan Safety Analysis

Assists the Safety Officer in completing an operational risk assessment to prioritize hazards and develop appropriate controls by operational period.

Safety Officer

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IMS Forms Quick Reference IMS Forms Package

Form No. Form Title Description/Purpose Prepared By

IMS 215-E EOC Tactics Worksheet

Used to communicate the decisions made by the Operations Section Chief during the Tactics Meeting, concerning the specific tactics to be accomplished for the next operational period.

Operations Section Chief

IMS 215-G Operational Planning Worksheet

Used to communicate the decisions made by the Operations Section Chief during the Tactics Meeting concerning resource assignments and needs for the next operational period.

Operations Section Chief

IMS 218 Support Vehicle/Equipment Inventory

Provides an inventory of all transportation and support vehicles and equipment assigned to the incident.

Logistics Section Chief, or Ground Support Unit (if activated)

IMS 220 Air Operations Summary

Provides the Air Operations Branch with the number, type, location, and specific assignments of aircraft.

Operations Section Chief, or Air Branch Director (if activated)

IMS 221 Demobilization Check-Out

Ensures that resources checking out of the incident have completed all appropriate incident business, and provides the Planning Section information on resources released from the incident.

Planning Section Chief, or Demobilization Unit Leader (if activated) and resource being demobilized

IMS 227 Claims Log Provide a summary of information related to the tracking of incident-related claims.

Finance Section Chief, or Claims Unit Leader (if activated)

IMS 260-RR Resource Request Used to request and track resources required for an incident.

Any resource requestor, (relevant sections also filled by Operations, Logistics, Finance/Admin, Planning Sections)

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IMS Planning Cycle IMS Forms Package IMS PLANNING CYCLE

Pre-Planning Meetings (optional)Objective: In preparation for the main Planning Meeting, a series of pre-planning meetings are held as necessary. Initial Command

Meeting (If applicable)

Objective: Key officials discuss important issues. Determine need for unified command and make appropriate arrangements. Lead: Members of the Unified Command team (if established).

Incident Briefing

Objective: Provide situation awareness to activated staff or incoming CommanderLead: In-place Commander or OSCAttendees: Incoming Commander and/or PSC, other staff as required. Forms: Present IMS 201 Incident Briefing Form.

Notification and Initial Response

Objective: Management of initial response activities, including the activation staff, facilities, and resources.Lead: Commander or Duty Officer Attendees: All (as required)Forms: Develop IMS 201 Incident Briefing Form

Command Objectives/Strategy Meeting

Objective: Command establishes: incident mission, objectives, strategies, priorities.Lead: CommandAttendees: PSC, OSC, others as requiredForms: IMS 202 completed during or after meeting and signed by Command.

Command & General Staff Meeting

Objective: Mission, objectives, strategies presented.Lead: PSC and OSCAttendees: Command/General Staff. Others as required Forms: IMS 202 may be used as briefing aid.

Tactics Meeting

Objective: Ops Section establishes tactics to achieve objectives/strategies. Lead: OSCAttendees: Determined by OSC. May include General Staff, Command Staff, Branch/Division/Group supervisors, etcForms: If required, IMS 215-G (Tactical Worksheet) and IMS 220 (Air Ops Summary). Other tactics may be developed using customized tools.

Planning Meeting

Objective: All Command and General Staff gather to discuss and confirm the content of the IAP. Each member briefs on his/her area of responsibility. Lead: PSCAttendees: Commander, Command and General Staff, Any other key staff required. Forms: Approval of all content to be included in IAP (using IMS 1001 or IMS202 with attachments). Note: see sample Planning Meeting agenda in the IMS Doctrine, p. 48.

Prepare and Approve the Incident Action Plan

Objective: Final version IAP created by planning section, based on outcomes of the Planning Meeting. Lead: PSCForms: Consolidated IAP (IMS 1001) with attachments, or IMS 202 as IAP cover page, with other IMS forms attached. Completed IAP: Typically includes: IMS 202 Incident Objectives, IMS 203 Organization Assignment List, IMS 204 Resource Assignment List, IMS 205 Incident Telecommunications Plan, IMS 206 Incident Medical Plan, IMS 207 Incident Organization Chart. Other annexes may be attached as required.

Operations Briefing (IAP distributed)

Objective: Written IAP presented to all staff with assignments formally given. Lead: OSC and PSC Attendees: Activated resource leaders (e.g. heads of Branches, Divisions, etc.)Forms: IMS 1001 (Consolidated IAP) or IMS 202 with relevant attachments, as required.Note: See sample Ops Briefing agenda in IMS Doctrine, p. 49.

Begin Operational Period

Objective: The IAP is implemented.

Evaluation (Ongoing)

Objective: All staff monitor the effectiveness of their operations. The OSC monitors success of operations and reports back for adjustment in future operational periods. Once operations have begun, it is recommended to hold meeting(s) to share info and ‘lessons learned’. Lead: OSC

Operational Period

BACKGROUND WORK AND IMS FORMS

Objective: Leading up to the planning meeting, each Section fulfills tasks, and completes IMS forms for the IAP (as required): Operations: • IMS 215- G Operations Planning Worksheet• IMS 220 Air Operations SummaryPlanning:• IMS 202: Incident Objectives• IMS 203: Organization Assignment List• IMS 204: Resource Assignment List• IMS 207: Incident Organization ChartLogistics: • IMS 205: Incident Telecommunications Plan• IMS 206: Incident Medical PlanSafety Officer: • IMS 215-A: Incident Safety Analysis• IMS 202: Incident Objectives (safety message)

ACRONYMSOSC Operations Section ChiefPSC Planning Section Chief LSC Logistics Section ChiefFASC Fin. & Admin Section Chief

Commence Planning for Next

Operational Period

Objective:Once the IAP for the current operational period is in place, the Planning Section immediately beings developing an IAP for the next operational period.

Lead: PSC (in-place, or newly activated for next operational period).

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IMS Forms Package

CONSOLIDATED INCIDENT ACTION PLAN (IMS 1001)

1. Incident Name: 2. Operational Period:

Date From: Date To:

Time From: Time To:

3. Type of IAP: (Check appropriate boxes below)

Site-Level IAP (specify below): EOC-Level IAP (specify below):

Incident Command Incident Support exercised from EOC Additional Details: Additional Details: Area Command exercised from EOC:

Additional Details: Incident Command exercised from EOC: Additional Details:

4. Current Situation: From IMS 201

5. Mission: From IMS 202

6. Objectives for this Operational Period: From IMS 202

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Consolidated Incident Action Plan IMS Forms Package

7. Strategies to Achieve Objectives: From IMS 215G

8. Tactics (Optional): From IMS 215G

9. Weather Forecast for Operational Period: From IMS 202

10. General Safety Message: From IMS 215A or 202

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Consolidated Incident Action Plan IMS Forms Package

11. Key Media Messages: From IMS 202

12. Future Outlook:

13. Briefing/Planning Cycle:

14. Organization Assignment: From IMS 203

Command Model: (Check one) Single Command Unified Command Incident or EOC Commander(s): Safety Officer: Operations Section Chief: Information Officer: Planning Section Chief: Liaison Officer(s): Logistics Section Chief: Legal Advisor: Fin/Admin. Section Chief:

15. Detailed Forms (are attached as necessary - check if attached): Incident Objectives (IMS 202) Medical Plan (IMS 206) Organization Assignment List (IMS 203) Incident Map Resources Assignment List (IMS 204) Traffic Plan Incident Telecommunications Plan (IMS 205)

16. Prepared By (Planning Section Chief):

Name: Signature:

17. Approved By (Incident or EOC Commander): Name: Signature: Date/Time:

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IMS Forms Package

IMS 1001 Consolidated Incident Action Plan

Purpose: This form documents the actions developed by the Incident Commander and the Command and General Staff during Planning Meetings. When all attachments are included, the plan specifies the objectives, strategies, tactics, resources, organization, communications plan, medical plan, and other appropriate information for use in managing an incident response for the next operational period.

Structure: This IAP includes information from other IMS forms. Information may be directly inputted in designated cells (above), or attached separately (below). As IMS forms are completed throughout the Planning Cycle, this information will be included in the IAP as available/finalized.

Preparation: IMS 1001 is completed following each formal Planning Meeting, conducted by the Incident or EOC Commander and the Command and General Staff. The IAP is completed by the Planning Section and must be approved by the Incident or EOC Commander prior to distribution

Distribution: The completed IAP may be circulated electronically, in hard-copy and/or posted on a status board. Sufficient copies should be distributed to all supervisory personnel at the Section, Branch, Division/Group, Sector/Unit levels, in addition to Assisting and Supporting organizations.

Note: Should the Incident/EOC Commander or Planning Section Chief prefer, the IMS 1001 may be substituted by other IMS forms to create the IAP. In this case, the IMS 202 would become the IAP cover page and additional IMS forms attached to create a full IAP. This is particularly useful when computer/printing facilities are not readily available and forms are completed in hard-copy.

Item No Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period

Enter the start date (YYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3.

Type of IAP Check the appropriate box indicating whether this is a ‘Site-Level IAP, or ‘EOC-Level IAP’.

• Site-Level IAP If this is a site-level IAP that applies to a site-level Incident Command, check the ‘Incident Command’ box. Include any additional details required.

• EOC-Level IAP

If this is an EOC-level IAP, check the appropriate box:

Incident Support

• Check this box if this IAP applies to Incident Supportbeing exercises from an EOC (i.e. the provision of off-site support to an incident management team (IMT) at asite or EOC).

• Provide additional details as required (e.g. “Remora CityEOC supporting Apex Building Collapse”)

Area Command

• Check this box if this IAP applies to Area Commandbeing exercised from an EOC.

• Provide additional details as required (e.g. “Remora CityArea Command for Apex Building Collapse and OakridgeSchool Flood”).

Incident Command

• Check this box if this IAP applies to Incident Commandbeing exercised from an EOC.

• Provide additional details as required (e.g. “Remora CityIncident Command for Main St. Flood”.)

4. Current Situation

Include specific information on the nature of the hazard/incident and known consequences at time of report. This may include information on: scope, casualties, hazards, current response activities, outstanding issues, identified needs, etc. This information may be obtained from IMS 201 Incident Briefing (if completed).

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Consolidated Incident Action Plan IMS Forms Package

Item No Item Title Instructions

5. Mission Enter a clear, concise statement of purpose for managing the response. This information may be obtained from IMS 202 Incident Objectives (if completed).

6. Objectives for this Operational Period

Enter clear, concise statements of the objectives for managing the response. Ideally, these objectives will be listed in priority order. These objectives are for the incident response for this operational period and generally also for the duration of the incident. This information may be obtained from IMS 202 Incident Objectives (if completed).

7. Strategies to Achieve Objectives

Enter clear, concise statements of the strategies to achieve objectives. These may be recorded individually for specific objectives or collectively for all objectives. When relevant, specific information on work and resource assignments may be obtained from IMS 215-G Operational Planning Worksheet. Note: Should you wish to include the Strategies and Tactics within a single chart, the form may be modified, as required.

8. Tactics (Optional)

Enter clear, concise statements of the tactics to achieve objectives. Tactics should explain how strategies should be carried out (i.e. how resources will be deployed to achieve incident strategies). When relevant, specific information on work and resource assignments may be obtained from IMS 215-G Operational Planning Worksheet.Note: Should you wish to include the Strategies and Tactics within a single chart, the form may be modified, as required.

9. Weather Forecast for Operational Period

Enter weather forecast information for the specified operational period. This information may be obtained from IMS 202 Incident Objectives (if completed).

10. General Safety Message

Enter information regarding known safety hazards and specific precautions to be observed during this operational period. If available, a safety message should be referenced and attached. This information may be obtained from IMS 202 Incident Objectives and/or IMS 215-A Incident Action Plan Safety Analysis (if completed)

11. Key Media Message

Enter clear and concise messages to be communicated to media. This information may be obtained from IMS 202 Incident Objectives (if completed).

12. Future Outlook Note potential future developments based on current information from the Planning Section Situation Unit and/or the most recent IMS 209 Incident Status Summary (if completed).

13. Briefing/Planning Cycle

Note all command related briefings (which may include media briefings including Command) and Planning Cycle meetings scheduled within the operational period (include time and briefing title/lead).

14. Organization Assignment

Enter the names of the key incident personnel (Command and General Staff, Branch Leaders, etc). The full personnel assignment list should be recorded in IMS 203 Organization Assignment List and attached as necessary.

15. Detailed Forms Attach additional IMS Forms to provide additional information, as required.

16. Prepared by Enter the name, IMS position and signature of the person preparing the form.

17. Approved by Enter the name, IMS position and signature of the person approving the form. Enter the date (YYYY/MM/DD) and time approved (24-hour clock).

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INCIDENT BRIEFING (IMS 201)

1. Incident Name: 2. Date/Time Initiated:

Date: Time:

3. Background:

4. Current Situation:

5. Map (sketch, GIS image, or description of Incident area):

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Incident Briefing IMS Forms Package

6. Summary of Current Actions:

7. Current Organization:

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Incident Briefing IMS Forms Package

8. Resources Summary (Resources Ordered):

Resource Resource Identifier Quantity Date/Time

Ordered ETA

Arr

ived

Notes

(location/assignment/status)

9. Prepared By:

Name: Position/Title:

Signature: Date/Time:

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IMS Forms Package

IMS 201 Incident Briefing Purpose: The Incident Briefing provides the incoming Incident/EOC Commander and incident management team with the basic information regarding the status of the incident and the resources allocated to the incident. In addition to a briefing document, the IMS 201 also serves as an initial action worksheet and a permanent record of the initial response to the incident. The IMS 201 is superseded by and expires when a written IAP is developed. Preparation: The briefing form is initiated at the start of an incident by the Incident/EOC Commander (or Planning Section and/or other delegated individual). It is maintained and updated until a written IAP is developed. Distribution: Presented to incoming incident management team and distributed as necessary to all activated functions. Ideally, the IMS 201 is duplicated and distributed before the initial briefing of the Command and General Staff and other responders as appropriate. It is important to ensure the sections on Background, Current Situation, Map and Summery of Current actions (3-6) are given to the Situation Unit, while the sections on Current Organization and Resource Summary (7-8) are given to the Resources Unit.

Item # Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Background Provide a high level overview of the key events and considerations leading up to the current situation.

4. Current Situation Include specific information on the nature of the hazard/incident and known consequences at time of report. This may include information on: scope, casualties, hazards, current response activities, outstanding issues, identified needs, etc.

5. Map Sketch Show the perimeter and control lines, resource assignments, incident facilities, jurisdictional boundaries and other special information as applicable. Utilize commonly accepted IMS map symbology.

6. Summary of Current Actions Enter the strategies, tactics and assignments being used.

7. Current Organization Depict the organization in use (structure, details, and activated components). Note appropriate supervisory levels by name.

8.

Resource Summary

Reflect the summary of resources ordered for the incident, noting appropriate details as shown. Special care should be taken to utilize a standardized reference for resources (by kind and type). Note: on-scene resources are those that have formally checked in and received a tasking.

• Resource Enter the appropriate category, kind, type of resource ordered. • Resource Identifier Enter the relevant organization designator and/or resource designator. • Quantity Enter the number of resources ordered

• Date/Time Ordered Enter the date (YYYY/MM/DD and time (24-hour clock) the resource was ordered.

• ETA Enter the estimated time of arrival (ETA) to the incident (24-hr clock). • Arrived Enter an “X” or a “” upon arrival to the incident.

• Notes Enter notes such as the assigned location of the resource and/or the actual assignment and status.

9. Prepared By Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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INCIDENT OBJECTIVES (IMS 202)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Type of IAP (check appropriate boxes below): Site-Level IAP (specify below): EOC-Level IAP (specify below): Incident Command Incident Support exercised from EOC Additional Details: Additional Details:

Area Command exercised from EOC: Additional Details:

Incident Command exercised from EOC: Additional Details:

4. Mission/ Goal:

5. Objectives:

6. Weather Forecast for Operational Period:

IAP Page: ______

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Incident Objectives IMS Forms Package

7. Key Hazards, Vulnerabilities and Risks:

8. General Safety Messages:

9. Site Safety Plan Required (check if attached): Yes. Approved Site Safety Plan(s) located at: No 10. Key Media Messages:

11. Attachments: Detailed forms are attached as necessary (check if attached and paginate as part of IAP) Organization Assignment List (IMS 203) Safety Message/Plan (IMS 208) Resources Assignment List (IMS 204) Incident Map Incident Telecommunications Plan (IMS 205) Traffic Plan Medical Plan (IMS 206) Incident Organization Chart (IMS 207) 12. Prepared By (Planning Section Chief):

Name: Position/Title: Signature:

13. Approved By (Incident or EOC Commander):

Name: Position/Title: Signature:

IAP Page:_______ Date/Time:

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IMS Forms Package IMS 202 Incident Objectives

Purpose: The Incident Objectives form describes the basic incident strategy, control objectives, command emphasis/priorities, and safety considerations for use during the next operational period. This form serves as a written record of the main outcomes of the Command Objectives/Strategies meeting, and additional information is gathered by the Planning Section as required. Please note, depending on the nature of the incident and availability of resources, the IMS 202 may be used two different ways:

• Use # 1: Cover Page for IAPo If IMS Form 1001 (Consolidated IAP) is not used, the IMS 202 form will be used as the cover page of

the IAP. Additional forms will be attached as necessary to complete the IAPo Please note, in such cases, the IMS 202 (Incident Objectives form) serves as a cover sheet and is not

considered a complete IAP until all required forms are attached.o Note: on all forms that may be attached to an IAP, an ‘IAP Page Number’ field may be found in the

bottom left corner. These forms may be repaginated as needed, to compose the IAP.

• Use # 2: Record of Command Objectives/Strategies Meetingo If IMS Form 1001 (Consolidated IAP) is used, relevant content from the IMS 202 will be transferred to

the IMS 1001 form.o If this is the case, IMS 1001 Consolidated IAP will become the formal IAP and IMS 202 Incident

Objectives will remain a stand-alone form, recording the main outcomes of the CommandObjectives/Strategies meeting.

Preparation: Completed by the Planning Section during (or following) each Command Objectives/Strategies Meeting and approved by the Incident or EOC Commander.

Distribution:

• Use # 1: Cover Page for IAP:o IMS 202 fulfills its normal function as the Incident Objective form, and also is used as the cover page of

the IAP. Additional forms are attached as required (and repaginated) to make the full IAP.o The IAP is distributed to all supervisory personnel at the Section, Branch, Division/Group, and Unit

levels.o Note: All completed original forms MUST be given to the Documentation Unit.

• Use # 2: Record of Command Objectives/Strategies Meeting:o Required content is transposed to IMS 1001 Consolidated IAP and the IMS 202 is retained by the Planning

Section and filed by the Documentation Unit.

Item No. Item Title Instructions 1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3.

Type of IAP Check the appropriate box indicating whether this is a ‘Site-Level IAP, or ‘EOC-Level IAP’. Check the appropriate sub-category below and provide additional details as required.

• Site-Level IAPIf this is a site-level IAP that applies to a site-level incident response, check the ‘Incident Command’ box. Include any details required.

command additional

• EOC-Level IAP If this is an EOC-level IAP, check the appropriate box below:

IMS 202 Page 21 of 71

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Incident Objectives IMS Forms Package

Item No. Item Title Instructions

Incident Support

Check this box if this IAP applies to Incident Support being exercised from an EOC (i.e. the provision of off-site support to an incident management team (IMT) at a site or EOC). Provide additional details as required (e.g. “Remora City EOC supporting Apex Building Collapse”)

Area Command

Check this box if this IAP applies to Area Command being exercised from an EOC. Provide additional details as required (e.g. “Remora City Area Command for Apex Building Collapse and Oakridge School Flood”).

Incident Command

Check this box if this IAP applies to Incident Command being exercised from an EOC. Provide additional details as required (e.g. “Remora City Incident Command for Main St. Flood”.)

4. Mission/Goal Enter a clear, concise statement of purpose for managing the response.

5. Objectives Enter clear, concise statements of the objectives for managing the response. Ideally, these objectives will be listed in priority order. Please note: these objectives are for the incident response for this operational period (and generally also for the duration of the incident).

6. Weather Forecast for Operational Period Enter weather forecast information for the specified operational period.

7. Key Hazards, Vulnerabilities and Risks

Identify and provide key information concerning known safety hazards, vulnerabilities and risks.

8. General Safety Message

Enter information regarding specific safety precautions to be observed during this operational period. If available, a safety message should be referenced and attached.

9. Site Safety Plan Required

The Safety Officer should check whether or not a site safety plan is required for this incident. If yes, insert the physical location at which the Site Safety Plan is stored.

10. Key Media Messages Enter clear and concise messages to be communicated to media.

11. Attachments Indicate with a checkmark the detailed forms that are attached (when the 202 is used as the cover page of the IAP). Include additional forms as needed.

12. Prepared by Enter the name, IMS position and signature of the person preparing the form.

13. Approved by Enter the name, IMS position and signature of the person approving the form. Enter the date (YYYY/MM/DD) and time approved (24-hour clock).

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ORGANIZATION ASSIGNMENT LIST (IMS 203)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Command and Command Staff: 7. Operations Section:Incident/EOC Commander

(as applicable) Chief Unified Command Reps

(as applicable) Deputy

Staging Area Deputy Branch:

Safety Officer Branch Director Information Officer Deputy

Liaison Officer Division/Group Division/Group

4. Organization Representatives: Division/Group Organization Name Division/Group

Division/Group

Branch: Branch Director

Deputy 5. Planning Section: Division/Group

Chief Division/Group Deputy Chief Division/Group

Resources Unit Division/Group Situation Unit Division/Group

Documentation Unit Branch: Demobilization Unit Branch Director

Technical Specialists Deputy Division/Group Division/Group Division/Group

6. Logistics Section: Division/Group Chief Division/Group

Deputy Chief Air Ops Branch: Support Branch: Air Ops Branch Dir.

Director Supply Unit

Facilities Unit 8. Finance/Administration Section:Ground Support Unit Chief

Service Branch: Deputy Director Time Unit

Telecoms Unit Procurement Unit Medical Unit Comp/Claims Unit

Food Unit Cost Unit

9. Prepared By:

Name: Position/Title: Signature:

IAP Page: _______ Date/Time:

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IMS Forms Package

IMS 203 Organization Assignment List

Purpose: The Organization Assignment List provides IMS personnel with information on IMS functions that are currently activated and the personnel staffing each position/function. This form is used to complete the Incident Organization Chart (IMS 207) and may be included or attached to the Incident Action Plan.

Preparation: Prepared and maintained by the Resources Unit Leader under the direction of the Planning Section Chief

Distribution: May be included in the Incident Action Plan (version IMS 1001 or IMS 202) and/or used to complete IMS Form 207.

Note: This Form may be completed or updated any time the number of personnel assigned to the incident increases or decreases, or a change in personnel assignment occurs.

Item Number Item Title Instructions

1 Incident Name Print the name assigned to the incident. Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

2 Operational Period

3 – 8 Organization Assignments Enter the names of the personnel staffing each of the listed positions. This form may be modified or expanded to accommodate individual organization requirements. Use additional pages if more the 3 Branches are activated.

Enter the name and position of the person completing the form (usually the Resource Unit Leader). Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

9 Prepared By

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RESOURCE ASSIGNMENT LIST (IMS 204)

1. Incident Name: 2. Operational Period: 3.

Date From: Date To: Branch:

Time From: Time To: Division:

4. Operations Personnel: Name: Contact Number(s): Group:

Operations Section Chief: Staging Area: Branch Director:

Division/Group Supervisor:

5. Resources Assigned:

# of

Pe

rson

s

Contact (e.g., phone, pager, radio frequency, etc.)

Reporting Location, Special Equipment and Suppliers,

Remarks, Notes, Information Resource Identifier Leader

6. Work Assignments:

7. Special Instructions:

8. Communications (radio and/or phone contact numbers needed for this assignment):

Name: Function: Primary Contact: indicate cell, pager, or radio (frequency/system/channel)

9. Prepared By:

Name: Position/Title: Signature:

IAP Page: ______ Date/Time:

IMS 204 Page 25 of 71

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IMS Forms Package IMS 204 Resource Assignment List

Purpose: The Resource Assignment List (IMS 204) informs Operations Section personnel of incident assignments. Once the Command and General Staffs agree to the assignments, the assignment information is given to the appropriate Divisions, Groups and Sectors (often via the Incident Telecommunications Centre).

Preparation: The IMS 204 is normally prepared by the Resources Unit, using guidance from the Incident Objectives (IMS 202), Operational Planning Worksheet (IMS 215-G), and the Operations Section Chief. It must be approved by the Incident or EOC Commander, but may be reviewed and initiated by the Planning Section Chief and Operations Section Chief as well.

Distribution: Duplicated and distributed as part of the Incident Action Plan (version IMS 1001 or IMS 202). In some cases, assignments may be communicated via radio/telephone/fax. All completed original forms must be given to the Documentation Unit.

Notes: A separate sheet is used for each Division or Group. Enter the Branch identifier and the identification letter of the division. The division ID will form part of each sector identifier (e.g. “A1”). The IMS 204 details assignments at Division and Group levels and is part of the IAP. If additional pages are needed, use a blank IMS 204 and repaginate as needed.

Item Number Item Title Instructions

1 Incident Name Enter the name assigned to the incident.

2 Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3

Branch Division Group Staging Area

This block is for use in a large IAP for reference only. Write the alphanumeric abbreviation for the Branch, Division, Group, and Staging Area (e.g., “Branch 1,” “Division D,” “Group 1A”) in large letters for easy referencing.

4 Operations Personnel Enter the name and contact numbers of the Operations Section Chief, applicable Branch Director(s), and Division/Group Supervisor(s).

5

Resources Assigned Enter the following information about the resources assigned to the Division or Group for this period:

Resource Identifier

Only use if applicable. The identifier is a unique way to identify a resource (e.g., ENG-13, IA-SCC-413). If the resource has been ordered but no identification has been received, use TBD (to be determined).

Leader Enter resource leader’s name.

# of Persons Enter total number of persons for the resource assigned, including the leader.

Contact (e.g. phone, pager, radio frequency, etc.)

Enter primary means of contacting the leader or contact person (e.g., radio, phone, pager, etc.). Be sure to include the area code when listing a phone number.

Reporting Location, Special Equipment and Supplies, Remarks, Notes, Information

Provide special notes or directions specific to this resource. If required, add notes to indicate: (1) specific location/time where the resource should report or be dropped off/picked up; (2) special equipment and supplies that will be used or needed; (3) whether or not the resource received briefings; (4) transportation needs; or (5) other information.

6 Work Assignments Provide a statement of the tactical objectives to be achieved within the operational period by personnel assigned to this Division or Group

7 Special Instructions Enter a statement noting any safety problems, specific precautions to be exercised, drop-off or pickup points, or other important information.

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Resource Assignment List IMS Forms Package Item

Number Item Title Instructions

8 Communications

• Enter specific communications information (including emergencynumbers) for this Branch/Division/Group.

• If radios are being used, enter function (command, tactical,support, etc.), frequency, system, and channel from the IncidentTelecommunications Plan (IMS 205).

• Phone and pager numbers should include the area code and anysatellite phone specifics.

• In light of potential IAP distribution, use sensitivity when includingcell phone number.

• Add a secondary contact (phone number or radio) if needed.

9 Prepared by Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

IMS 204 Page 27 of 71

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INCIDENT TELECOMMUNICATIONS PLAN (IMS 205)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Basic Contact Information:Function Assignment System Type/Cache Channel / Phone / PIN Frequency/Tone Remarks

4. Special Instructions:

5. Prepared By (Telecommunications Unit Leader):

Name: Position/Title: Signature:

IAP Page: ________ Date/Time:

IMS 205 Page 28 of 71

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IMS Forms Package IMS 205 Incident Telecommunications Plan

Purpose: The Incident Telecommunications Plan provides information on contact information and radio assignments for each operational period. Information from the Telecommunications Plan on frequency assignment is normally placed on the appropriate Assignment List (IMS 204).

Preparation: The Incident Telecommunications Plan is prepared by the Communications Unit Leader in the Logistics Section and given to the Planning Section Chief for inclusion in the IAP (as required).

Distribution: The Incident Telecommunications Plan is duplicated and given to all recipients as part of the IAP. All completed original forms must be given to the Documentation Unit. Information from the Plan is placed on the Assignment lists (IMS 204).

Item Number Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3.

Basic Contact Information

Enter the comms system(s) assigned and used on the incident and relevant details (below).

• Function Enter the function each channel number is assigned (i.e. Command, Support, Division tactical).

• Assignment Enter the IMS organization assigned to each of the designated frequencies (i.e. Branch 1, Division A, Sector A3).

• System Type/Cache

Enter the system type/cache.

• Channel / Phone/Pin

Enter the radio channel, phone or pin numbers assigned.

• Frequency / Tone Enter the radio frequency tone number assigned to each specific function. (e.g. 153.4).

• Remarks This section should include narrative information regarding special situations.

4. Special Instructions Enter any special instructions (e.g. using cross-band repeaters, etc.).

5. Prepared by Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

IMS 205 Page 29 of 71

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MEDICAL PLAN (IMS 206) [For Responders]

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Medical Aid Stations:

Name Location Contact Number(s)/Frequency Paramedics on Site?

□Yes □ No

□Yes □ No

□Yes □ No

□Yes □ No

□Yes □ No

□Yes □ No

4. Transportation (indicate air or ground):

Ambulance Service Location Contact Number(s)/Frequency Level of Service

□ ACP □ PCP

□ ACP □ PCP

□ ACP □ PCP

□ ACP □ PCP

5. Hospitals:

Hospital Name Address,

Latitude & Longitude if

Helipad

Contact Number(s)/ Frequency

Travel Time Trauma Center

(check level) Burn Center

Helipad (check )

Air Ground 0 1 2 3 Yes Off-Site No

□ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □ □ □ □ □ □ Yes □ No □ □ □

6. Special Medical Emergency Procedures:

□ Check () box if aviation assets are utilized for rescue. If assets used, coordinate with Air Operations.

7. Prepared by (Medical Unit Leader): Name: Signature:

8. Approved by (Safety Officer): Name: Signature:

IAP Page: ______ Date/Time:

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IMS Forms Package

IMS 206 Medical Plan [For Responders]

Purpose: The Medical Plan (IMS 206) provides information on incident medical aid stations, transportation services, hospitals, and medical emergency procedures, for emergency responders.

Preparation: The IMS 206 is prepared by the Medical Unit Leader and reviewed by the Safety Officer t. If aviation assets are utilized for rescue, coordinate with Air Operations is required.

Distribution: The IMS 206 is given to all recipients as part of the Incident Action Plan (IAP). Information from the plan pertaining to incident medical aid stations and medical emergency procedures may be noted on the Assignment List (IMS 204). All completed original forms must be given to the Documentation Unit.

Note: This form is a Medical Plan for injured emergency responders. The IMS 206 serves as part of the IAP. This form can include multiple pages.

Item Number Item Title Instructions

1 Incident Name Enter the name assigned to the incident.

2 Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3

Medical Aid Stations Enter the following information on the incident medical aid station(s):

• Name Enter name of the medical aid station.

• Location Enter the location of the medical aid station (e.g., Staging Area, Camp Ground).

• ContactNumber(s)/Frequency

Enter the contact number(s) and frequency for the medical aid station(s).

• Paramedics on Site? Indicate (yes or no) if paramedics are at the site indicated.

4

Transportation Enter the following information for ambulance services available to the incident:

• Ambulance Service Enter name of ambulance service.

• Location Enter the location of the ambulance service.

• ContactNumber(s)/Frequency Enter the contact number(s) and frequency for the ambulance service.

• Level of Service Indicate the level of service available for each ambulance, either ACP (Advanced Care Paramedic) or PCP (Primary Care Paramedic).

5

Hospitals Enter the following information for hospital(s) that could serve this incident:

• Hospital Name Enter hospital name and identify any pre-designated medevac aircraft by name a frequency.

• Address, Latitude &Longitude if Helipad

Enter the physical address of the hospital and the latitude and longitude if the hospital has a helipad.

• ContactNumber(s)/Frequency

Enter the contact number(s) and/or communications frequency(s) for the hospital.

• Travel Time• Air• Ground

Enter the travel time by air and ground from the incident to the hospital.

• Trauma Center Indicate yes and the trauma level (if the hospital has a trauma center).

• Burn Center Indicate (yes or no) if the hospital has a burn center.

• Helipad Indicate with a check in the appropriate column if the hospital has an on-site helipad (yes), off-site helipad (off-site) or does not have a helipad (no).

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Medical Plan IMS Forms Package

Item Number Item Title Instructions

6

Special Medical Emergency Procedures

Note any special emergency instructions for use by incident personnel, including (1) who should be contacted, (2) how should they be contacted, and (3) who manages an incident within an incident due to a rescue, accident, etc. Include procedures for how to report medical emergencies.

Check box if aviation assets are utilized for rescue. Self-explanatory. Incident assigned aviation assets should be included.

7 Prepared by (Medical Unit Leader)

Enter the name, IMS position and signature of the person preparing the form.

8 Approved by (Safety Officer) Enter the name, IMS position and signature of the person approving the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

IMS 206 Page 32 of 71

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INCIDENT ORGANIZATION CHART (IMS 207)

1. Incident Name: 2. Operational

Period: Date From: Date To:

Time From: Time To:

3.

4. Prepared By: Name: Position/Title: Signature:

IAP Page: _______ Date/Time:

Commander (Incident, Area, EOC, Unified, Other)

Emergency Information Officer

Safety Officer

Liaison Officer

Operations Section Chief

Staging Area Manager

Planning Section Chief

Resource Unit Ldr.

Situation Unit Ldr.

Demobilization Unit Ldr.

Document Unit Ldr.

Logistics Section Chief

Service Branch Dir.

Telecomms. Unit Ldr.

Medical Unit Ldr.

Food Unit Ldr.

Support Branch Dir.

Supply Unit Ldr.

Facilities Unit Ldr.

Ground Sprt. Unit Ldr.

Fin. & Admin. Section Chief

Procurement Unit Ldr.

Time Unit Ldr.

Cost Unit Ldr.

Comp./Claims Unit Ldr

IMS 207 Page 33 of 71

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IMS Forms Package

IMS 207 Incident Organization Chart

Purpose: The Incident Organization Chart (IMS 207) is used to indicate which IMS organizational elements are currently activated and the names of the personnel staffing each element. Personnel responsible for supervisory organizational positions should be listed in each box, as required. The composition of an actual organization will be event-specific. The composition and size of the organization is dependent on the specifics and magnitude of the incident and is scalable and flexible.

Preparation: The IMS 207 is prepared by the Resource Unit Leader and reviewed by the Incident or EOC Commander. A chart is completed for each operational period and updated when organizational changes occur. Complete only the blocks where positions have been activated, and add additional blocks as needed, especially for Organization Representatives and all Operations Section organizational elements. Additional pages can be added based on individual need. For detailed information about positions, consult the IMS Doctrine for Ontario. The IMS 207 may be used as a wall-size chart and printed on a plotter for better visibility.

Distribution: When completed, the chart is posted on the display board located at the Incident Command Post/EOC or circulated by email as required. All completed original forms must be given to the Documentation Unit.

Note: The IMS 207 may be wall mounted (printed on a plotter). Document size can be modified based on individual needs. IMS allows for organizational flexibility, so the Intelligence/Investigative function and/or technical specialists can be embedded in several different places within the organizational structure. Use additional pages if more than three branches are activated. Additional pages can be added based on individual need (such as to distinguish more Division/Groups and Branches as they are activated).

Item No. Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Organization Chart

Complete the incident organization chart. For all individuals, use at least the first initial and last name. List the organization where it is appropriate, such as for Unified

Commanders. Strike out positions that are not staffed. If there is a shift change during the specified operational period, list

both names, separated by a slash.

4. Prepared By Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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IMS Forms Package

SAFETY MESSAGE/PLAN (IMS 208)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Purpose of Form(check applicable):

□ Safety Message□ Safety Plan□ Site Safety Plan (located at):

4. Details of Safety Message/Plan below:

5. Prepared by (Safety Officer): Name: Signature:

IAP Page: ________ Date/Time:

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IMS Forms Package

IMS 208 Safety Message/Plan Purpose: The Safety Message/Plan (IMS 208) is a generic template that can be used by the Safety Officer and/or other IMS personnel as a Safety Message or Safety Plan. If the user would like to use this form for more than one of the above purposes (e.g. as a Safety Message and Safety Plan) they have the option of a) using an additional form for each unique purpose, or b) including all content on a single form. In both cases, the appropriate boxes should be checked, indicating the purpose(s) of the IMS 208. Preparation: The IMS 208 is an optional form that may be included and completed by the Safety Officer as an attachment for the Incident Action Plan (IAP), or stand-alone form. Distribution: The IMS 208 or content from the IMS 208 may be reproduced with the IAP and given to all recipients as part of the IAP. All completed original forms must be given to the Documentation Unit. Note: The IMS 208 may serve (optionally) as part of the IAP. Use additional copies for continuation sheets as needed, and indicate pagination as used.

Item # Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Purpose of From Check the appropriate box, indicating the purpose of this form. If a Site Safety Plan is used, note the physical location in which this safety message is stored.

4. Details of Safety Message/Plan Below

Enter clear, concise statements for safety message(s), priorities, and key command emphasis/decisions/directions. Enter information such as known safety hazards and specific precautions to be observed during this operational period. If needed, additional safety message(s) should be referenced and attached.

5. Prepared By Enter the name and position of the person completing the form (usually the Safety Officer, if activated). Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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INCIDENT STATUS SUMMARY – GENERIC (IMS 209-G)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Current Situation:

4. Future Outlook:

5. Anticipated Actions:

6. Attachments (check if attached): Organization Assignment List (IMS 203) Incident Organization Chart (IMS 207) Incident Map 7. Prepared By (Planning Section Chief): Name: Signature: 8. Approved By (Incident/EOC Command): Name: Signature:

Date/Time:

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IMS Forms Package IMS 209-G Incident Status Summary

Purpose: The Incident Status Summary-Generic (IMS 209-G) provides a general overview or ‘snapshot in time’ of the current situation, future outlook and anticipated actions at a particular stage during incident response operations. It is generally used for the following purposes:

1. To provide Command Staff and other incident management personnel with basic information for planning forthe next operational period.

2. Sued by the Situation Unit personnel for posting information on Status Boards or circulating as required.3. Provides information to the Information Officer for preparing news media releases.4. Summarizes incident information for local and off-site coordination/operations centers.5. To brief incident officials

Preparation: The IMS 209-G is prepared by the Situation Unit Leader or Planning Section Chief. It should contain the most accurate and up-to-date information available at the time it is prepared.

Distribution: The IMS 209-G may be scheduled for presentation to the Planning Section Chief and the other General Staff prior to each Planning Meeting and may be required at more frequent intervals by the Incident or EOC Commander, or the Planning Section Chief. It may also be distributed to Information Officer and/or local/off-site coordination/operations centers. The IMS 209-G is duplicated and distributed to the Incident or EOC Commander and staff, all section Chiefs, Planning Section Unit Leaders, and organization dispatch centers. It is posted on the display board located at the Incident Command Post. All completed original forms must be given to the Documentation Unit.

Note: This is an all-hazards generic version of IMS 209-G. Additional hazard or discipline-specific versions or sections may be developed or used as required.

Item # Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Current Situation Enter a concise summary of current situation at time of report.

4. Future Outlook Note potential future developments based on current information. This section is for the IC/UC to discuss/project their future outlook, goals, requirements, needs and issues.

5. Anticipated Actions Enter the key strategic actions anticipated to be required.

6. Attachments Check the detailed forms that are attached. Include additional forms as needed.

7. Prepared By Enter the name and position of the person completing the form (usually the Situation Unit Leader or Planning Section Chief).

8. Approved By Enter the name and position of the person approving the form (usually the Incident or EOC Commander). Enter the date (YYYY/MM/DD) and time approved (24-hour clock).

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INCIDENT CHECK-IN LIST (IMS 211)

1. Incident Name: 2. Incident Number(If applicable): 3. Check-In Location (Check as applicable): 4. Start Date/Time:

Base Staging Area ICP (Resource Unit) Helibase EOC *Other Date:

Location Details: Time:

5. Check-In Information (List Resources according to the following format (for teams – list overhead only):

6. Resource Description:

7.O

rder

/ Req

uest

#

8.D

ate/

Tim

eC

heck

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9.Le

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Tota

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dent

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izat

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ions

17.

Dat

a Pr

ovid

ed to

Res

ourc

es U

nit

Org

aniz

atio

n

Cat

egor

y

Kind

Type

Res

ourc

e N

ame

or

Iden

tifie

r

ST o

r TF

18. Prepared By: Name: Position/Title: Signature: Use back for remarks or comments Date/Time:

IMS 211 Page 39 of 71

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IMS Forms Package

IMS 211 Incident Check-In List

Purpose: Personnel and equipment arriving at the incident can check in at various incident locations. In many cases, a specific check-in location or point may be established for an entire incident. Check-in consists of reporting specific information which is recorded on the Check-In List. The Check-In List serves several purposes:

1. Used for recording arrival times at the incident of all overhead personnel and equipment.2. Used for recording the initial location of personnel and equipment and thus a subsequent assignment can

be made.3. Used to support demobilization by recording the home base, method of travel, etc. on all check-ins

Preparation: The Check-In List is initiated at a number of incident locations at the site or EOC, including: Base, Staging Areas, ICP (Resource Unit), Helibases, or other locations:

• Managers at these locations record this information and forward it to the Resource Unit as soon as possible.• Check in at the ICP will be completed by the recorder at the Resource Unit.• Check-in may also take place by radio. Incident Dispatches, upon receipt of a check-in message by radio,

record the information on the Check-In List and then give the information to the Resource Unit.

Distribution: Check-In Lists, which are completed by personnel at various check-in locations, are provided to the Resources Unit, Demobilization Unit and the Finance and Administration Section. The Resources Unit maintains a master list of all equipment and personnel that have reported to the incident.

Notes: Use reverse side of form for remarks or comments. If additional pages are needed for any form page, use a black IMS 211 and repaginate, as needed. Contact information for sender and receiver can be added for communications purposes to confirm resource orders.

Item No. Item Description Instructions

1. Incident Name Enter the name assigned to the Incident.

2. Incident Number Enter the number assigned to the incident (if applicable).

3. Check-In Location

Check the appropriate box and enter the check-in location for the incident. Indicate specific information regarding the locations under each checkbox. Check the ‘other’ box if a check-in location is being used that is not included in this field (examples of ‘other’ check in locations include area or site-specific check-in areas, other IMS facilities, etc.). Note: ICP is for ‘Incident Command Post’.

4. Start Date/Time Enter the date (YYYY/MM/DD) and time (using the 24-hour clock) that the form was started.

5. Check-In Information List resources according to the fields indicated below. Note: for teams - list overhead (supervisory) personnel only. OPTIONAL: Indicate if resource is a single resource versus part of Strike Team or Task Force. Fields can be left blank if not necessary.

IMS 211 Page 40 of 71

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Incident Check-In List IMS Forms Package

Item No. Item Description Instructions

6.

Resource Description Fill relevant information (below). Fields can be left blank if no necessary.

• Organization Use this section to list organization name (or designator), and individual names for all single resource personnel.

• Category Use this section to list the resource category based on IMS, discipline, or jurisdiction guidance.

• Kind Use this section to list the resource kind based on IMS, discipline, or jurisdiction guidance.

• Type Use this section to list the resource type based on IMS, discipline, or jurisdiction guidance.

• Resource Nameor

• Identifier

Use this section to enter the resource name or unique identifier. If it is a Strike Team or a Task Force, list the unique Strike Team or Task Force identifier (if used) on a single line with the component resources of the Strike Team or Task Force listed on the following lines.

• ST or TF Use ST or TF to indicate whether the resource is part of a Strike Team or Task Force. See above for additional instructions.

7. Order/Request # Enter order number of the dispatching organization.

8. Date/Time check-in Enter the date (YYYY/MM/DD) and time (24hr clock) of check-in.

9. Leader's Name For equipment, enter the operator’s name. Enter the Strike Team or Task Force leader’s name. Leave blank for single resource personnel (overhead).

10. Total Number of Personnel

Enter total number of personnel associated with the resource. Include Leaders.

11. Incident contact information.

Enter available contact information (e.g., radio frequency, cell phone number, etc.) for the incident.

12. Home Unit or Organization

Enter the home unit or agency to which the resource or individual is normally assigned (may not be departure location).

13. Departure Point, date and Time

Enter the location from which the resource or individual departed for this incident. Enter the departure time using the 24-hour clock.

14. Method of Travel Enter the means of travel the individual used to bring himself/herself to the incident (e.g., bus, truck, engine, personal vehicle, etc.).

15. Incident Assignment Assignment indicated at the time of dispatch.

16. Other Qualifications

Enter additional duties (IMS positions) pertinent to the incident that the resource/individual is qualified to perform. Note that resources should not be reassigned on the incident without going through the established ordering process. This data may be useful when resources are demobilized and remobilized for another incident.

17. Data Provided to Resource Unit

Enter the date and time that the information pertaining to that entry was transmitted to the Resources Unit, and the initials of the person who transmitted the information.

18. Prepared By Enter the name, IMS position/title, and signature of the person preparing the form. Enter date (YYY/MM/DD) and time prepared (24-hour clock). Use back of sheet for remarks, if required.

IMS 211 Page 41 of 71

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EOC Check-In List (IMS 211-B)

1. Incident Name: 2. EOC Name/ Location: 3. Check-In Location: 4. Start Date/Time: Date:

Time:

IMS 211-B Page 42 of 71

EOC CHECK-IN LIST (IMS 211-B) 5. Resource In# Organi

1.

2.

3.

4.

5.

6.

7.

8.

9.

10

formation:

zation: Time In: Time Out: Resource Name: Function: Phone: Email:

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EOC Check-In List (IMS 211-B)

1. Incident Name: 2. EOC Name/ Location: 3. Check-In Location: 4. Start Date/Time:

Date: Time:

5. Resource Information:# Organization: Time In: Time Out: Resource Name: Function: Phone: Email:

11

12

13

14

15

16

17

18

IMS 211-B Page 43 of 71

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EOC Check-In List (IMS 211-B)

1. Incident Name: 2. EOC Name/ Location: 3. Check-In Location: 4. Start Date/Time:

Date: Time:

rce Information:

Organization: Time In: Time Out: Resource Name: Function: Phone: Email:

5. Resou#

19

20

21

22

23

24

25

IMS 211-B Page 44 of 71

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IMS Forms Package

IMS 211-B EOC Check-In List Purpose: The EOC Check-In List form is designed to gather information on all resource personnel operating at an EOC. Preparation: A new form should be prepared for each operational period or staffing cycle. The Planning Section ensures this form is completed. The form may be placed at the EOC reception for signature by all arriving staff, or completed independently within each IMS function at the start of each operational period and forwarded to the Planning Section. Distribution: This form is used by the Planning Section to assist in completing the Organization Assignment List (IMS Form 203) and Incident Organization Chart (IMS Form 207). It also serves as a record of attendance during EOC operations.

Item Number Item Title Instructions

1. Incident Name Enter the name assigned to the incident.

2. EOC Name/ Location Enter the name of the EOC and location of the EOC

3. Check-In Location Enter the location in which the resource is checked-in (e.g. reception, security, Information Centre, etc.).

4. Start Date/Time: Enter the date (YYY/MM/DD) and time (using the 24-hour clock) that the form was started.

5.

Resource Information: Enter the appropriate information concerning the resource/personnel checking in:

• Organization Enter the resource’s home organization.

• Time In Enter the resource’s time of arrival.

• Time Out Enter the resource’s time of departure.

• Name Enter the resource’s name.

• Function Enter the resource’s assigned IMS function.

• Phone Enter the resource’s phone number or other contact info if applicable (i.e. radio, pin, etc.).

• Email Enter the resource’s email.

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IMS Forms Package

GENERAL MESSAGE (IMS 213)

1. Incident Name:

2. To (Name and Position):

3. From (name and Position):

4. Subject: 5. Date: 6. Time:

7. Message:

8. Approved By: Name: Signature: Position/Title:

9. Reply

10. Replier: Name: Signature: Position/Title: Date/Time:

IMS 213 Page 46 of 71

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IMS Forms Package

IMS 213 General Message

Purposes: The General Message (IMS 213) is used by the incident dispatchers to record incoming messages that cannot be orally transmitted to the intended recipients. The IMS 213 is also used by the Incident Command Post and other incident personnel to transmit messages (e.g., resource order, incident name change, other IMS coordination issues, etc.) to the Incident Communications Center for transmission via radio or telephone to the addressee. This form is used to send any message or notification to incident personnel that require hard-copy delivery.

Preparation: The IMS 213 may be initiated by incident dispatchers and any other personnel on an incident.

Distribution: Upon completion, the IMS 213 may be delivered to the addressee and/or delivered to the Incident Communication Center for transmission.

Notes: The IMS 213 is a three-part form, often using carbon paper. The sender will complete Part 1 of the form and send Parts 2 and 3 to the recipient. The recipient will complete Part 2 and return Part 3 to the sender. A copy of the IMS 213 should be sent to and maintained within the Documentation Unit. Contact information for the sender and receiver can be added for communications purposes to confirm resource orders (see also the IMS 260-RR).

Item Number Item Title Instructions

1. Incident Name Enter the name assigned to the incident. This block is optional.

2. To Enter the name and position the General Message is intended for. For all individuals, use at least the first initial and last name. For Unified Command, include organization names.

3. From Enter the name and position of the individual sending the General Message. For all individuals, use at least the first initial and last name. For Unified Command, include organization names.

4. Subject Enter the subject of the message.

5. Date Enter the date (YYYY/MM/DD) of the message

6. Time Enter the time (using the 24-hour clock) of the message.

7. Message Enter the content of the message. Try to be as concise as possible (recommended 40 word max if sending by radio).

8. Approved By Enter the name, signature, and IMS position/title of the person approving the message.

9. Reply The intended recipient will enter a reply to the message and return it to the originator.

10. Replied By Enter the name, IMS position/title, and signature of the person replying to the message. Enter date (YYYY/MM/DD) and time prepared (24- hour clock).

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ACTIVITY LOG (IMS 214)

1. Incident Name: 2. OperationalPeriod:

Date From: Date To:

Time From: Time To:

3. Name: 4. IMS Position: 5. Home Organization (and Unit):

6. Resources Assigned (if any):

Name IMS Position Home Organization (and Unit)

7. Activity Log (continue on the next page if necessary):

Date/Time Activities

8. Prepared By: Name: Position/Title:

Signature: Date/Time:

IMS 214 Page 48 of 71

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Activity Log IMS Forms Package

1. Incident Name: 2. OperationalPeriod: Date From: Date To:

Time From: Time To:

7. Activity Log (continue on the next page if necessary):

Date/Time Activities

8. Prepared by: Name: Position/Title:

Signature: Date/Time:

IMS 214 Page 49 of 71

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IMS Forms Package IMS 214 Activity Log

Purpose: The Activity Log (IMS 214) records details of notable activities of individual or team resources at various IMS organizational levels, including Units, single resources, Strike Teams, Task Forces, etc. Activity Logs should be maintained by all individuals involved in incident response (where feasible). Activity Logs may also be maintained at the group level (units, strike teams, task forces, etc.). These logs provide a basic reference from which to extract information for inclusion in any after-action report.

Preparation: When used as an individual’s activity log, each individual is responsible for initiating and maintaining their own log. When used as a team level activity log, the supervisor of that team assumes responsibility for the Log and completes it or assigns a member of the team to complete it.

Distribution: Completed IMS 214 forms are submitted to supervisors, who forward them to the Documentation Unit. All completed original forms must be given to the Documentation Unit, which maintains a file of all IMS 214 forms. It is recommended that individuals retain a copy for their own records.

Note: The IMS 214 can be printed as a two-sided form. Use additional copies as continuation sheets as needed, and indicate pagination as used.

Item # Item Title Instructions

1. Incident Name Print the name assigned to the incident (duplicate on page 2, etc.).

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period to which the form applied (duplicate on page 2, etc.).

3. Name Enter the title of the organizational unit or resource designator (e.g. Facilities Unit, Safety Officer, Sector Leader, etc.). Note: When used as an individual’s activity log, each individual enters his or her name in this section.

4. IMS Position Enter the name and IMS position of Unit lead.

5. Home Organization Enter the home organization of the individual completing the IMS 214. Enter a unit designator if utilized by the jurisdiction or discipline.

6.

Resource Assigned (if any) Enter the following information for resources assigned:

NameUse this section to enter the resource’s name. For all individuals, use at least the first initial and last name. Contact information (email, phone, mobile phone) can be added as an option.

IMS Position Use this section to enter the resource’s IMS position (e.g., Finance Section Chief).

Home Organization(and Unit)

Use this section to enter the resource’s home agency and/or unit (e.g., Remora Public Works Department, Water Management Unit).

7. Activity Log

• Enter the time (24-hour clock) and briefly describe notableactivities.

• Note: If the operational period covers more than one day, notethe date also.

• Activities described may include notable occurrences or eventssuch as task assignments, task completions, injuries, difficultiesencountered, etc.

• Note: This block can also be used to track personal work habits byadding columns such as “Action Required,” “Delegated To,”“Status,” etc.

8. Prepared By Enter the name, IMS position/title, and signature of the person preparing the form. Enter date (YYYY/MM/DD) and time prepared (24-hour clock). Duplicate in fields on page 2, etc.

IMS 214 Page 50 of 71

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INCIDENT ACTION PLAN SAFETY ANALYSIS (IMS 215-A)

1. Incident Name: 2. Incident Number (if applicable):

3. Date/Time Prepared: 4. OperationalPeriod:

Date From: Date To:

Date: Time: Time From: Time To:

5. Incident Area: 6. Hazards/Risks: 7. Mitigations:

8. Prepared by (Safety Officer): Name: Signature:

Approved by (Ops. Section Chief): Name: Signature:

IAP Page: ___________ Date/Time:

IMS 215-A Page 51 of 71

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IMS Forms Package

IMS 215-A Incident Action Plan Safety Analysis

Purpose: The purpose of the Incident Action Plan Safety Analysis (IMS 215A) is to aid the Safety Officer in completing an operational risk assessment to prioritize hazards, safety, and health issues, and to develop appropriate controls. This form communicates to the Operations and Planning Section Chiefs safety and health issues identified by the Safety Officer.

Preparation: The IMS 215-A is typically prepared by the Safety Officer during the incident action planning cycle. When the Operations Section Chief is preparing for the tactics meeting, the Safety Officer collaborates with the Operations Section Chief to complete the Incident Action Plan Safety Analysis. This worksheet is closely linked to the Operational Planning Worksheet (IMS 215-G). Incident areas or regions are listed along with associated hazards and risks. For those assignments involving risks and hazards, mitigations or controls should be developed to safeguard responders, and appropriate incident personnel should be briefed on the hazards, mitigations, and related measures. Use additional sheets as needed.

Distribution: This form is attached to the Incident Safety Plan and is distributed according to the instructions for Safety Plans. It may also be attached to the IAP, or influence General Safety Messages recorded in IMS 202 and IMS 1001. This form may be used as a display, or distributed during the planning meeting.

Note: This worksheet can be made into a wall mount, and can be part of the IAP. If additional pages are needed, use a blank IMS 215-A and repaginate as needed. Other, hazard-specific versions of this form may also be used, depending on nature of the incident.

Item Number Item Title Instructions

1. Incident Name Enter the name assigned to the incident.

2. Incident Number Enter the number assigned to the incident.

3. Date/Time Prepared Enter date (YYYY/MM/DD) and time (using the 24-hour clock) prepared.

4. Operational Period Enter the start date (YYYY/MM/DD) and time (24-hour clock) and end date and time for the operational period to which the form applies

5. Incident Area Enter the incident areas where personnel or resources are likely to encounter risks. This may be specified as a Branch, Division, or Group

6. Hazards/Risks List the types of hazards and/or risks likely to be encountered by personnel or resources at the incident area relevant to the work assignment.

7. Mitigations List actions taken to reduce risk for each hazard indicated (e.g. specify personal protective equipment or use of a buddy system or escape routes).

8. Prepared/Approved By: Enter the name of both the Safety Officer and the Operations Section Chief, who should collaborate on form preparation. Enter date (YYYY/MM/DD) and time (24-hour clock) reviewed.

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EOC Tactics Worksheet (IMS 215-E)

1. Incident Name: 2. OperationalPeriod

Date From: Date To:

Time From: Time To:

3. Objectives 4. Strategies 5. Tactics(Insert Date/Time for Completion) 6. Lead

7. Remarks

(Urgency, Priority, etc.)

8. Prepared By:Name: Position/Title:

Signature: Date/Time:

IMS 215-E Page 53 of 71

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IMS 215-E EOC Tactics Worksheet

Purpose: The Emergency Operations Center (EOC) Tactics Worksheet is used to communicate the decisions made by the Operations Section Chief during the Tactics Meeting, concerning the specific tactics to be accomplished for the next operational period. Tactics are linked to specific Strategies and Objectives, recorded in the IMS 202 form.

Preparation: The IMS 215-E is initiated by the Operations Section Chief. Its completion often involves Logistics personnel, Planning Section Personnel, and the Safety Officer. After the form is completed during the Tactics Meeting, it is shared with the rest of the Command and General Staff as soon as possible (at latest, during the Planning Meeting). It may be useful in some disciplines or jurisdictions to pre-fill IMS 215-E copies prior to incidents (e.g. for regularly occurring incidents or for specific contingency plans).

Please Note: if the incident involves the deployment of physical resources with specific work assignments, the IMS-215-G Operational Planning Worksheet should be used instead (or alongside) the IMS 215-E. Some tactics may also require separate/supporting plans (i.e. evacuation planning for specific community).

Distribution: When complete, the IMS 215-E is distributed to the Planning Section (Resources Unit) to assist in the preparation of the Assignment Lists (IMS 204). The IMS 215-E may also be attached as an annex to the IAP or posted in the EOC to ensure all staff are aware of the key tactics/deliverables established for the operational period. The Logistics Section may use a copy of this worksheet for preparing requests for resources required for the next operational period. Note: This worksheet may be made into a wall-mount. If additional pages are needed, use a blank IMS 215-E and repaginate as needed.

Item No. Item Title Instructions

5. Incident Name Print the name assigned to the incident.

6. Operational Period

Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

7. Objectives Enter clear, concise statements of the objectives for managing the response for this operational period. Ideally, these objectives will be listed in priority order. This information may be obtained from IMS 202 Incident Objectives (if completed).

8. Strategies Enter clear, concise statements of the strategies to achieve objectives. These may be recorded individually for specific objectives or collectively for all objectives. This information may be obtained from IMS 202 Incident Objectives (if completed).

9. Tactics

Enter clear, concise statements of the tactics to achieve strategies/objectives. Tactics should explain how strategies should be carried out (i.e. how resources will be deployed to achieve incident strategies). When relevant, specific information on work and resource assignments may be obtained from IMS 215-G Operational Planning Worksheet (if in use). Alternatively, tactics may be developed/ entered directly into this form during the Tactics Meeting.

10. Lead

Enter the name of a specific resource assigned responsibility to complete the tactic. When relevant, specific information on work and resource assignments may be obtained from IMS 215-G Operational Planning Worksheet (if in use). Alternatively, tactics may be developed/ entered directly into this form during the Tactics Meeting.

11. Remarks List any special considerations that may be relevant to the completion of the tactic. This may include notes on urgency, priority, deadline, support, etc.

12. Prepared by

Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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OPERATIONAL PLANNING WORKSHEET (IMS 215-G)

1. Incident Name: 2. Operational

Period: Date From: Date To:

Time From: Time To:

3. B

ranc

h

4. D

ivis

ion,

Gro

up

or O

ther

5. W

ork

Ass

ignm

ent

& S

peci

al

Inst

ruct

ions

6. R

esou

rces

7. O

verh

ead

(Sup

ervi

sory

) Po

sitio

n(s)

8. S

peci

al

Equi

pmen

t &

Su

pplie

s

9. R

epor

ting

Loca

tion

10. R

eque

sted

A

rriv

al T

ime

Req.

Have Need

Req.

Have Need

Req.

Have Need

Req.

Have Need

Req.

Have Need

Req.

Have Need

Req.

Have Need

11. Total Resources Required:

14. Prepared by:

12. Total Resources Have on Hand:

Name:

Position/Title:

13. Total Resources Need to Order:

Signature:

Date/Time:

IMS 215-G Page 55 of 71

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IMS Forms Package

IMS 215-G Operational Planning Worksheet

Purpose: The Operational Planning Worksheet is used to communicate the decisions made by the Operations Section Chief during the Tactics Meeting concerning resource assignments and needs for the next operational period. The IMS 215-G is used by the Planning Section (Resources Unit) to complete the Assignments List (IMS 204) and by the Logistics Section Chief for ordering resources for the incident.

Preparation: The IMS 215-G is initiated by the Operations Section Chief. Its completion often involves logistics personnel, the Resources Unit, and the Safety Officer. After the Tactics Meeting, the form is shared with the rest of the Command and General Staff ASAP (at latest, during the Planning Meeting). It may be useful in some disciplines or jurisdictions to pre-fill IMS 215-G copies prior to incidents (e.g., for regularly occurring incidents or for specific contingency plans).

Distribution: When the Branch, Division, or Group work assignments and accompanying resource allocations are agreed upon, the form is distributed to the Planning Section (Resources Unit) to assist in the preparation of the Assignment Lists (IMS 204). The Logistics Section will use a copy of this worksheet for preparing requests for resources required for the next operational period.

Note: This worksheet may be made into a wall-mount. If additional pages are needed, use a blank IMS 215-G and repaginate as needed.

Item No. Item Title Instructions

1. Incident Name Print the name assigned to the incident.

2. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Branch Enter the Branch of the work assignment for the resources.

4. Division , Group or Other Enter the Division name or location, group name, or other location/facility (e.g. Staging Area) of the work assignment for the resources.

5. Work Assignments & Special Instructions

Enter the specific work assignments given to each of the Divisions/Groups or whatever team-level component is to be reflected in your organization chart, and any special instructions, as required.

6.

Resources

Complete the resource headings, ‘Category’, ‘Kind’ and ‘Type’ as appropriate for the incident (e.g. Helicopters Type 2, Air tankers Type 1, HUSAR Team Type 3, etc.). Note: When entering multiple numbers of resources, a slash may be used to indicate single resource before the slash and Strike Team (ST) or Task Force (TF) in the bottom portion of the slash (e.g. ’12 / 4’) This allows for the ordering of single resources at the same time as Strike Teams and Task Forces.

RequiredEnter, for the appropriate resources, the number of resources by type (e.g. Advanced Care Paramedic ambulance Type 2, etc.) required performing the work assignment.

HaveEnter, for the appropriate resources, the number of resources by type (e.g. Advanced Care Paramedic ambulance Type 2, etc.) Available to perform the work assignment.

Need Enter the number of resources needed by subtracting the number in the “Have” row from the number in the “Required” row.

7. Overhead Position(s) List any supervisory position(s) not directly assigned to a previously identified resource (e.g., Division/Group Supervisor, Assistant Safety Officer, etc.).

8. Special Equipment & Supplies

List special equipment and supplies, including aviation support, used or needed. Every effort should be made to maintain ‘span of control’.

9. Reporting Location Enter the specific location that the resources are to report for the work assignment (Staging Area, location at incident, EOC, etc.).

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Operational Planning Worksheet

Item No. Item Title Instructions

10. Requested Arrival Time Enter the time (24-hour clock) resources are requested to arrive at the reporting location.

11. Total Resources Required

Enter the total number of resources required by category/kind/type as preferred (e.g., Advanced Care Paramedic ambulance Type 2, etc.). A slash can be used again to indicate total single resources in the upper portion of the slash and total Strike Teams/ Task Forces in the bottom portion of the slash.

12. Total Resources Have on Hand

Enter the total number of resources ‘on hand’ that are assigned to the incident for incident use. A slash can be used again to indicate total single resources in the upper portion of the slash and total Strike Teams/Task Forces in the bottom portion of the slash.

13. Total Resources Need to Order

Enter the total number of resources needed. A slash can be used again to indicate total single resources in the upper portion of the slash and total Strike Teams/Task Forces in the bottom portion of the slash.

14. Prepared by Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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SUPPORT VEHICLE/EQUIPMENT INVENTORY (IMS 218)

1. Incident Name: 2. Incident Number (if applicable): 3. Date/Time Prepared: 4. Vehicle/Equipment Category:

Date: Time:

5. Vehicle/Equipment Information:

Order Request Number

Incident ID No.

Vehicle or Equipment

Classification

Vehicle Or Equipment

Make

Category/ Kind/ Type, Capacity, or

Size

Vehicle or Equipment Features

Org. or Owner

Operator Name or Contact

Vehicle License or

ID No.

Incident Assignment

Incident Start Date and Time

Incident Release Date and

Time

6. Prepared By: Name: Position/Title: Signature:

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IMS Forms Package IMS 218 Support Vehicle/Equipment Inventory

Purpose: The Support/Vehicle Inventory (IMS 218) provides an inventory of all transportation and support vehicles and equipment assigned to the incident. This information is used by the Ground Support Unit in the Logistics Section to maintain a record of the types and locations of the vehicles and equipment on the incident. The Resource Unit uses the information to initiate and maintain status/resources information on these resources.

Preparation: The IMS 218 is prepared by Ground Support Unit personnel at intervals specified by the Ground Support Unit Leader.

Distribution: Initial inventory information recorded on the form should be given to the Resource Unit. Subsequent change to the status or location of transportation and support vehicles should be provided to the Resource Unit immediately.

Notes: If additional pages are needed, use a blank IMS 218 and repaginate as needed.

Item No. Item Title Instructions

1. Incident Name Print the name assigned to the incident. 2. Incident Number Enter the incident number, if applicable.

3. Date/Time Prepared Enter the date prepared (YYYY/MM/DD), and time (24hr clock).

4. Vehicle/Equipment Category Enter the vehicle category for which this form applies (i.e. bus, pumper, pickup, sedan, rental cars, etc.). Use a separate sheet for each vehicle or equipment category.

5.

Vehicle/Equipment Information Record the following information:

• Order RequestNumber

Enter the order request number for the resource as used by the jurisdiction or discipline.

• Incident IdentificationNumber

Enter any special incident identification numbers or organization radio identifier assigned to the piece of equipment used only during the incident, if this system if used (e.g., “Decontamination Unit 2,” or “Water Tender 14”).

• Vehicle or EquipmentClassification

Enter the specific vehicle or equipment classification (e.g., bus, backhoe, Type 2 engine, etc.) as relevant.

• Vehicle or EquipmentMake Enter vehicle manufacture name. (e.g. GMC, Kenworth, etc.).

• Category/Kind/ Type,Capacity or Size

Enter the vehicle or equipment category/kind/type, capacity, or size (e.g., 30-person bus, 3/4-ton truck, 50 kW generator).

• Vehicle or EquipmentFeatures

Indicate any vehicle or equipment features such as 2WD, 4WD, towing capability, number of axles, heavy-duty tires, high clearance, automatic vehicle locator (AVL), etc.

• Organization or Owner Enter the name of the agency or owner of the vehicle or equipment. • Operator Name or

ContactEnter the operator name and/or contact information (cell phone, radio frequency, etc.).

• Vehicle License orIdentification Number

Enter the license plate number or another identification number (such as a serial or rig number) of the vehicle or equipment.

• Incident Assignment Enter where the vehicle or equipment will be located at the incident and its function (use abbreviations per discipline or jurisdiction).

• Incident Start Dateand Time

Indicate start date (YYYY/MM/DD) and time (using the 24-hour clock) for driver or for equipment as may be relevant.

• Incident ReleaseDate/Time

Enter the date (YYYY/MM/DD) and time (24-hr clock) the vehicle or equipment is released from the incident

6. Prepared by Enter the name, IMS position and signature of the person approving the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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AIR OPERATIONS SUMMARY (IMS 220)

1. Incident Name: 2. OperationalPeriod

Date From: Date To:

Time From: Time To:

3. Distribution: Fixed –Wing Bases Helibase

4. Personnel andCommunications Name Air to Air Frequency Air to Ground

Frequency 5. Remarks

(Special Instructions, Safety Notes, Hazards, Priorities) Air Operations Director Air Supervisor Helicopter Coordinator Air Tanker Coordinator

6. Location/Function 7. Assignment 8. Fixed Wing 9. Helicopters 10. Time 11. Aircraft 12. OperatingNo. Type No. Type Available Commence Assigned Base

13. Totals:

14. Air OperationsSupport Equipment:

15. Prepared By: Name: Position/Title:

Signature: Date/Time:

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IMS Forms Package IMS 220 Air Operations Summary

Purpose: The Air Operations Summary provides the Air Operations Branch with the number, type, location, and specific assignments of aircraft.

Preparation: The Operations Section Chief or the Air Operations Branch Director completes the summary during each Planning Meeting. General air resource assignment information is obtained from the Operational Planning Worksheet (IMS 215-G). The Air and Fixed-Wing Support Groups provide specific designators of the air resources assigned to the incident.

Distribution: After the summary is completed by Air Operations personnel (except item 11), the form is given to the Air Support Group Supervisor, who completes the form by indicating the designators of the helicopters and fixed-wing aircraft assigned missions during the specified operational period. This information is provided to Air Operations personnel who, in turn, give the information to the Resource Unit. All completed original forms MUST be given to the Documentation Unit.

Item Number Item Description Instructions

1. Incident Name Enter the name assigned to the incident.

2. Operational Period Enter the start date (YYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

3. Distribution Check the block and enter the time and date when IMS 220 and attachments were sent to all fixed-wing bases and Helibases supporting the incident.

4. Personnel and Communications

List the names of those assigned to each position, and the air to air and air to ground frequencies to be used.

5. Remarks Enter the special instructions or information, including safety notes, hazards, and priorities for Air Operations personnel.

6. Location/Function Enter the assigned location and function of the aircraft.

7. Assignment Enter the scope of work the aircraft is assigned to complete.

8. Fixed Wing Indicate the number and type of fixed-wing aircraft available for this Location / Function.

9. Helicopters Indicate the number and type of helicopters available for this Location / Function.

10. Time Indicate when aircraft will be available for use and when operations commence (use 24 hour clock)

11. Aircraft Assigned Enter the designators of the aircraft assigned. Gather information from the Resource Unit, Helibases, and fixed-wing bases.

12. Operating Base Enter the base (helibases, helispot, fixed-wing base) from which each air resource is expected to initiate operations.

13. Totals Enter the total number of fixed-wing and helicopter aircraft assigned to the incident in the Number columns. Enter the total number of each type of aircraft assigned in the Type columns.

14. Air Operations Support List the designators and location of other support resources equipment assigned to Air Operations.

15. Prepared by Enter the name, IMS position and signature of the person preparing the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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DEMOBILIZATION CHECKOUT (IMS 221)

1. Incident Name: 2. Incident Number

3. Planned Release Date/Time: 4. Resource or Personnel Released: 5. Order Request Number:

Date: Time:

6. Resource or Personnel: You and your resources are in the process of being released. Resources are not released until thechecked boxes below have been signed off by the appropriate overhead and the Demobilization Unit Leader (or Planning rep.).

Direct Supervisor Position/Unit Remarks Name Signature

Logistics Section: Unit/Manager Remarks Name Signature Supply Unit

Telecoms. Unit

Facilities Unit

Ground Support Unit

Security Manager

Finance/Administration Section: Unit/Manager Remarks Name Signature Time Unit

Other Section/Staff Unit/Manager Remarks Name Signature

Planning Section: Unit/Manager Remarks Name Signature

Documentation Leader

Demobilization Leader

7. Remarks:

8. Travel Information:Est. Time of Departure: Room Overnight: Yes No

Destination: Actual Release Date/Time:

Travel Method: Estimated Time of Arrival:

Manifest: Yes No Contact Info While Traveling:

Manifest Number: Area/Agency Region/Notified: 9. Reassignment Information: Yes No Incident Name: Incident Number: Location: Order Request Number: 10. Prepared by: Name: Signature:

Position/Title: Date/Time

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IMS Forms Package

IMS 221 Demobilization Checkout

Purpose: The Demobilization Check-Out (IMS 221) ensures that resources checking out of the incident have completed all appropriate incident business, and provides the Planning Section information on resources released from the incident. Demobilization is a planned process and this form assists with that planning.

Preparation: The IMS 221 is initiated by the Planning Section, or a Demobilization Unit Leader if designated. The Demobilization Unit Leader completes the top portion of the form and checks the appropriate boxes in Block 6 that may need attention after the Resources Unit Leader has given written notification that the resource is no longer needed. The individual resource will have the appropriate overhead personnel sign off on any checked box(es) in Block 6 prior to release from the incident.

Distribution: After completion, the IMS 221 is returned to the Demobilization Unit Leader or the Planning Section. All completed original forms must be given to the Documentation Unit. Personnel may request to retain a copy of the IMS 221.

Note: Members are not released until form is complete when all of the items checked in Block 6 have been signed off. If additional pages are needed for any form page, use a blank IMS 221 and repaginate as needed.

Item Number Item Title Instructions

1. Incident Name Enter the name assigned to the incident.

2. Incident Number Enter the number assigned to the incident (if applicable).

3. Planned Release Date/Time Enter the date (YYY/MM/DD) and time (using the 24-hour clock) of the planned release from the incident.

4. Resource or Personnel Released Enter name of the individual or resource being released.

5. Order Request Number Enter order request number (or organization demobilization number) of the individual or resource being released.

6. • Resource or Personnel

Resources are not released until the checked boxes below have been signed off by the appropriate overhead. Blank boxes are provided for any additional unit requirements as needed (e.g., Safety Officer, Organization Representative, etc.).

• Direct Supervisor

The Direct Supervisor of the resource being released will fill out their Position/Unit, remarks (if applicable), name and signature, in addition to entering an “X” in the box to the left of their Position/Unit, confirming that the resource is ready to be demobilized.

• Logistics Section• Finance/Administration

Section • Other Section/Staff• Planning Section

The Demobilization Unit Leader will enter an "X" in the box to the left of those Units requiring the resource to check out. Identified Unit Leaders or other overhead are to sign the appropriate line to indicate release.

7. Remarks

Enter any additional information pertaining to demobilization or release (e.g., transportation needed, destination, etc.). This section may also be used to indicate if a performance rating has been completed as required by the discipline or jurisdiction.

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Demobilization Checkout IMS Forms Package

Item Number Item Title Instructions

8.

Travel Information Enter the following travel information:

• Room OvernightUse this section to enter whether or not the resource or personnel will be staying in a hotel overnight prior to returning home base and/or unit.

• Estimated Time ofDeparture

Use this section to enter the resource’s or personnel’s estimated time of departure (using the 24-hour clock).

• Actual ReleaseDate/Time

Use this section to enter the resource’s or personnel’s actual release date (month/day/year) and time (using the 24-hour clock).

• Destination Use this section to enter the resource’s or personnel’s destination.

• Estimated Time ofArrival

Use this section to enter the resource’s or personnel’s estimated time of arrival (using the 24-hour clock) at the destination.

• Travel Method Use this section to enter the resource’s or personnel’s travel method (e.g., POV, air, etc.).

• Contact Information WhileTraveling

Use this section to enter the resource’s or personnel’s contact information while traveling (e.g., cell phone, radio frequency, etc.).

• Manifest Use this section to enter whether or not the resource or personnel has a manifest.

• Manifest Number If a manifest number is used above, indicate here.

• Area/Organization/RegionNotified

Use this section to enter the area, agency, and/or region that was notified of the resource’s travel. List the name (first initial and last name) of the individual notified and the date (YYYY/MM/DD) he or she was notified.

9.

Reassignment Information Enter whether or not the resource or personnel was reassigned to another incident. If the resource or personnel was reassigned, complete the section below.

• Incident Name Use this section to enter the name of the new incident to which the resource was reassigned.

• Incident Number Use this section to enter the number of the new incident to which the resource was reassigned.

• Location Use this section to enter the location (city and organization) of the new incident to which the resource was reassigned.

• Order Request Number Use this section to enter the new order request number assigned to the resource or personnel.

10. Prepared By Enter the name, IMS position, and signature of the person preparing the form. Enter date (YYYY/MM/DD) and time prepared (using the 24-hour clock).

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CLAIMS LOG (IMS 227)

1. Incident Name: 2. Incident Number (if applicable): 3. OperationalPeriod: Date From: Date To:

Time From: Time To:

4. Time

5. Claim

6. Property Owner

7. Location on

Incident

8. Claims Form

Initiated

9. Org. Reps Advised

10. Property Owner

Contacted

11. Investigation

Started

12. Claims Form

Completed

13. Status

14. Prepared By (Comp/Claims Unit Leader): Name: Signature:

15. Approved By (Fin/Admin Chief): Name: Signature:

Date/Time:

IMS 227 Page 65 of 71

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IMS Forms Package

IMS 227 Claims Log

Purpose: The Claims Log is used to provide a summary of information related to the tracking of incident-related claims.

Preparation: Completed by the Claims Unit Leader in the Finance and Administration Section.

Distribution: The Claims Unit maintains a file of logs. A copy of completed logs should also be submitted to the Documentation Unit for record purposes.

Item # Item Title Instructions

1. Incident Name Print the name assigned to the incident. 2. Incident Number Enter the number assigned to the incident (if applicable).

3. Operational Period Enter the start date (YYYY/MM/DD) and time (using the 24-hour clock) and end date and time for the operational period, to which the form applies.

4. Time Enter the time of notification of accident and/or injury (24-hour clock).

5. Claim Enter the nature of claim (e.g., damaged fence, dislocated shoulder, etc.). 6. Property Owner Enter the property owner’s name if property is involved. 7. Location on Incident Enter the general location in order to assist with follow-up.

8. Claims Form Initiated Initial when a claims form has been initiated.

9. Agency Reps Advised Initial when an Organization Rep from an employing organization is advised.

10. Property Owner Contacted Initial when the property owner has been contacted (if property is involved).

11. Investigation Started Initial if an investigation is started. 12. Claims Form Completed Initial when claims form is completed.

13. Status Report status of log entry at completion of operational period (e.g., pending, dropped, completed, etc.).

14. Prepared By Enter the name, IMS position and signature of the person preparing the form.

15. Approved By Enter the name, IMS position and signature of the person approving the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock).

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IMS Forms Package

Signature Signature YYYY-MM-DD HH:MM YYYY-MM-DD HH:MM

Req

uest

or /

Ope

ratio

ns

RESOURCE REQUEST(IMS 260-RR)

1. Priority: 2. Incident Name:

0-2 hrs. 5-11 hrs. 3. Requestor:

2-4 hrs. 12+ hrs. 4. Request Number: 5. Date/Time Prepared:6. Request Info (use separate forms for dissimilar resources, priorities, delivery locations, supply sources): 13. Logistics Response to Request Info:

QTY Kind Type Additional Resource Details: (additional specifications related to Kind/Type)

Requested Arrival Date/ Time

Logi

stic

s (M

ay b

e co

mpl

eted

as/

whe

n in

form

atio

n is

rece

ived

)

Estimated Delivery Date/Time Unit Cost Extended

7. Acceptable alternate and/or suggested sources: Subtotal: Tax: Total:

8. Requested Delivery/Reporting Location: 14. Logistics Order No.:

9. Location Contact Name: 15. Date/Time Received:

10. Location Contact Number: 16. Supplier Name /Address / Contact:

11. Action (check and complete): 12. Operations Section Chief Approval:17. Logistics Notes: Operations Section to Fill:

Logistics Section to Acquire: 18. OrderedDate/Time:

Fina

nce 26. Financial Notes:

19. Ordered by(and contact info):

27. Finance/Admin Chief Approval: 20. Logistics Chief Approval:

Plan

28. Situation Unit Notes: 29. Resource Unit Notes: 21. Purchase Inventory Input By:

30. Documentation Unit Notes: 22. Purchase Inventory No.: 23. Vendor No.:

31. Requestor notified of results via: Radio Fax Email Phone 24. Index Code: 25. Sub-Category:

32. Requestor was notified by:33. Date/Time of Notification:

IMS 260-RR Page 67 of 71

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IMS Forms Package

IMS 260-RR Resource Request Form

Purpose: The Resource Request Form (IMS 260) is used to request and track resources that are required for an incident.

Preparation: Generally, IMS 260 is initiated by the Requestor and submitted to the EOC Liaison, who in turn, submits the document to the EOC Logistics Section. The EOC Logistics Section will assign the resource request to the appropriate Branch and Unit Supply Facilities, to fill the request either from its inventories or by exercising its purchasing authority. IMS 260 must be approved by the Operations Section Chief and circulated to the Logistics, Finance & Admin, and Planning Sections to complete their respective portions.

Distribution: Completed forms are distributed to appropriate Branches and Units within the Logistics Section (generally the Supply Unit or Facilities Unit). When information is not immediately available, it may be inserted as/when received.

Item # Item Title Instructions

1. Priority Indicate the priority of the resources request by checking the appropriate box (Immediate, Urgent, Critical, and Scheduled).

2. Incident Name Print the name assigned to the incident. 3. Requestor Print the name, position and contact info of the person making the request. 4. Request Number Enter the number of the Resource Request (if applicable). 5. Date/Time Prepared Enter the date prepared (YYYY/MM/DD) and time (24-hour clock).

6. Request Info

Quantity Enter the quantity of resources being ordered.

Kind Enter the ‘kind’ of the resources being ordered.

Type Enter the ‘type of resources being ordered.

Additional Resource Details

Enter a concise description of the item being ordered. The item description may include specification, size, capacity, support required, with operator, packaging, commodity/service codes (if applicable), kind and type.

Requested Arrival Date/Time

Enter the requested Arrival/Delivery date (YYYY/MM/DD) and time (24-hour clock). Enter the estimated Arrival/Delivery date (YYYY/MM/DD) and time (24-hour clock), if feasible.

7. Acceptable alternate and/or suggested sources

Enter information on any acceptable alternate or suggested sources for resources.

8. Requested Delivery/Reporting Location

Enter information regarding the requested Delivery/Reporting Location, noting specific details as required (i.e. Staging Area No., or EOC Location).

9. Location Contact Name Include the name of the contact person at the Delivery/Reporting location, so the resources can be checked in.

10. Location Contact Phone No.

Include the contact number of the contact person at the Delivery/Reporting location, so the resources can be checked in.

11. Action Check the appropriate box indicating whether the action will be filled by the Operations Section or routed to the Logistics section to acquire. Include additional details as required (e.g. the specific Operations Branch filling the request).

12. Operations Chief Approval Resource requests must be approved and signed-off by the Operations Section Chief. Include the date (YYYY/MM/DD) and time (24-hour clock)

13. Logistics Response to Request Info

The Logistics section is to enter the Estimated Delivery Date/Time, Unit Cost and Extended Cost (as applicable), including appropriate Sub Totals, Taxes and Totals in the sub-column below.

14. Logistics Order No. Enter the Logistics Order Number and the date (YYYY/MM/DD) and time (24-hour clock) received.

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Resource Request IMS Forms Package

Item # Item Title Instructions 15. Date/Time Received Enter the date and time the IMS 260-RR was received by logistics.

16. Supplier Name, Address, Contact Info

Enter the name, address and contact info of the supplier from which the resource is being sourced.

17. Logistics Notes The Logistics Section is to enter any additional notes, as required.

18. Ordered Date and Time: Enter the date (YYYY/MM/DD) and time (24-hour clock) the resource is ordered.

19. Ordered By Enter the name and contact information of the person completing the order.

20. Logistics Chief Approval Resource requests must be approved and signed-off by the Logistics Section Chief. Include the date (YYYY/MM/DD) and time (24-hour clock).

21. Purchase Inventory Input By

Enter the name of the individual who enters the Purchase Inventory No (if applicable for your organization) including the date (YYYY/MM/DD) and time (24-hour clock).

22. Purchase Inventory No. Enter the Purchase Inventory number, if a purchase inventory control system is used by your organization. If a Purchase Inventory Number is not used by your organization, Resource Order Number may be used in its place.

23. Vendor No. Enter the vendor number, if applicable.

24. Index Code Enter the index code related to the purchase inventory number (if applicable for your organization).

25. Sub-Category Enter the sub-category related to the purchase inventory number (if applicable for your organization).

26. Finance Notes The Finance Section is to enter any additional notes, as required.

27. Finance/Admin Chief Approval

Resource requests should be approved and signed-off by the Finance/Admin Section Chief. Include the date (YYYY/MM/DD) and time (24-hour clock)

28. Situation Unit Notes The Situation Unit should sign of on all resource requests. Include the date (YYYY/MM/DD) and time (24-hour clock).

29. Resource Unit Notes The Resource Unit should sign of on all resource requests. Include the date (YYYY/MM/DD) and time (24-hour clock).

30. Documentation Unit Notes The Documentation Unit should sign of on all resource requests. Include the date (YYYY/MM/DD) and time (24-hour clock).

31. Requestor notified of results via

Indicate the method by which the person making the resource request was notified.

32. Request notified by Include the position, name, contact info of the person that notified the requestor.

33. Date/Time of Notification Enter the date (YYYY/MM/DD) and time (24-hour clock) that the requestor was notified.

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