Forms

FORMS

Incident Management System Forms

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:

Table - IMS response roles

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:

Excerpt from IMS 1001 Form - Levels of Response

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.


IMS FORMS QUICK REFERENCE

Ims Forms Quick Reference

Form No. 1

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)

*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

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)

Ims Forms Quick Reference

IMS PLANNING CYCLE

IMS PLANNING CYCLE

IMS 1001 - Consolidated Incident Action Plan

CONSOLIDATED INCIDENT ACTION PLAN (IMS 1001)

CONSOLIDATED INCIDENT ACTION PLAN (IMS 1001)

CONSOLIDATED INCIDENT ACTION PLAN (IMS 1001)

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.

Instructions: IMS 1001

Instructions: IMS 1001

INCIDENT BRIEFING (IMS 201)

INCIDENT BRIEFING (IMS 201)

INCIDENT BRIEFING (IMS 201)

INCIDENT BRIEFING (IMS 201)

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.

Instructions: IMS 201

INCIDENT OBJECTIVES (IMS 202)

INCIDENT BRIEFING (IMS 201)

INCIDENT BRIEFING (IMS 201)

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 IAP
  • 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 IAP
  • 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.
  • 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 Meeting
  • If IMS Form 1001 (Consolidated IAP) is used, relevant content from the IMS 202 will be transferred to the IMS 1001 form.
  • 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 Command Objectives/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:
  • 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.
  • The IAP is distributed to all supervisory personnel at the Section, Branch, Division/Group, and Unit levels.
  • Note: All completed original forms MUST be given to the Documentation Unit.
  • Use # 2: Record of Command Objectives/Strategies Meeting:
  • 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.

Instructions: IMS 202

Instructions: IMS 202

IMS 203 - Organization Assignment List

 ORGANIZATION ASSIGNMENT LIST (IMS 203)

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.

Instructions: IMS 203

RESOURCE ASSIGNMENT LIST (IMS 204)

RESOURCE ASSIGNMENT LIST (IMS 204)

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.

Instructions: IMS 204

Instructions: IMS 204

INCIDENT TELECOMMUNICATIONS PLAN (IMS 205)

INCIDENT TELECOMMUNICATIONS PLAN (IMS 205)

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).

Instructions: IMS 206

MEDICAL PLAN (IMS 206) [For Responders]

MEDICAL PLAN (IMS 206) [For Responders]

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.

Instructions: IMS 206

Instructions: IMS 206

INCIDENT ORGANIZATION CHART (IMS 207)

INCIDENT ORGANIZATION CHART (IMS 207)

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).

Instructions: IMS 207

SAFETY MESSAGE/PLAN (IMS 208)

 SAFETY MESSAGE/PLAN (IMS 208)

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.

Instructions: IMS 208

INCIDENT STATUS SUMMARY – GENERIC (IMS 209-G)

INCIDENT STATUS SUMMARY – GENERIC (IMS 209-G)

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 for the 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.

Instructions: IMS 209-G

INCIDENT CHECK-IN LIST (IMS 211)

 INCIDENT CHECK-IN LIST (IMS 211)

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:

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

Instructions: IMS 211

Instructions: IMS 211

EOC CHECK-IN LIST (IMS 211-B)

 EOC CHECK-IN LIST (IMS 211-B)

 EOC CHECK-IN LIST (IMS 211-B)

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.

Instructions: IMS 211-B

GENERAL MESSAGE (IMS 213)

 GENERAL MESSAGE (IMS 213)

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).

Instructions: IMS 213

ACTIVITY LOG (IMS 214)

 ACTIVITY LOG (IMS 214)

 ACTIVITY LOG (IMS 214)

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.

Instructions: IMS 214

INCIDENT ACTION PLAN SAFETY ANALYSIS (IMS 215-A)

INCIDENT ACTION PLAN SAFETY ANALYSIS (IMS 215-A)

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.

Instructions: IMS 215

EOC Tactics Worksheet (IMS 215-E)

ergency Operations 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.

OPERATIONAL PLANNING WORKSHEET (IMS 215-G)

 OPERATIONAL PLANNING WORKSHEET (IMS 215-G)

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.

Instructions: IMS 215-G

Instructions: IMS 215-G second part

SUPPORT VEHICLE/EQUIPMENT INVENTORY (IMS 218)

 SUPPORT VEHICLE/EQUIPMENT INVENTORY (IMS 218)

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.

Instructions: IMS 218

AIR OPERATIONS SUMMARY (IMS 220)

 AIR OPERATIONS SUMMARY (IMS 220)

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.

Instructions: IMS 220

DEMOBILIZATION CHECKOUT (IMS 221)

 DEMOBILIZATION CHECKOUT (IMS 221)

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.

Instructions: IMS 221

Instructions: IMS 221

IMS 227 - Claims Log

CLAIMS LOG (IMS 227)

 CLAIMS LOG (IMS 227)

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.

Instructions: IMS 227

IMS 260-RR Resource Request

 RESOURCE REQUEST (IMS 260-RR)

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.

Instructions: IMS 260-RR

Instructions: IMS 260-RR

1 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).