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3 Table of Contents Introduction to IMS Forms... 5 IMS Forms Quick Reference... 6 IMS Planning Cycle... 9 IMS Consolidated Incident Action Plan IMS Incident Briefing IMS Incident Objectives IMS Organization Assessment List IMS Resource Assignment List IMS Incident Telecommunications Plan IMS Medical Plan IMS Incident Organization Chart IMS Safety Message/Plan IMS 209-G - Incident Status Summary - Generic IMS Incident Check-In List IMS 211-B - EOC Check-In List IMS General Message IMS Activity Log IMS 215-A - Incident Action Plan Safety Analysis IMS 215-E - EOC Tactics Worksheet IMS 215-G - Operational Planning Worksheet IMS Support Vehicle/Equipment Inventory IMS Air Operations Summary IMS Demobilization Checkout IMS Claims Log IMS 260-RR - Resource Request Page 3 of 70

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5 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/ Facility 1 Person in Charge Incident Support The provision of resources and/or strategic guidance, authorizations, and specific decisionmaking 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): Incident Command Additional Details: EOC-Level IAP (specify below): 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 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. Page 5 of 70

6 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). Page 6 of 70

7 IMS Forms Quick Reference IMS Forms Package Form No. 2 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 Page 7 of 70

8 IMS Forms Quick Reference IMS Forms Package Form No. 2 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 incidentrelated 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) Page 8 of 70

9 IMS Planning Cycle IMS PLANNING CYCLE IMS Forms Package 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 Incident Briefing Objective: Provide situation awareness to activated staff or incoming Commander Lead: In-place Commander or OSC Attendees: Incoming Commander and/or PSC, other staff as required. Forms: Present IMS 201 Incident Briefing Form. 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). Pre-Planning Meetings (optional) Objective: In preparation for the main Planning Meeting, a series of pre-planning meetings are held as necessary. Command Objectives/ Strategy Meeting Objective: Command establishes: incident mission, objectives, strategies, priorities. Lead: Command Attendees: PSC, OSC, others as required Forms: IMS 202 completed during or after meeting and signed by Command. Command & General Staff Meeting Objective: Mission, objectives, strategies presented. Lead: PSC and OSC Attendees: 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: OSC Attendees: Determined by OSC. May include General Staff, Command Staff, Branch/Division/Group supervisors, etc Forms: If required, IMS 215-G (Tactical Worksheet) and IMS 220 (Air Ops Summary). Other tactics may be developed using customized tools. 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 Summary Planning: IMS 202: Incident Objectives IMS 203: Organization Assignment List IMS 204: Resource Assignment List IMS 207: Incident Organization Chart Logistics: IMS 205: Incident Telecommunications Plan IMS 206: Incident Medical Plan Safety Officer: IMS 215-A: Incident Safety Analysis IMS 202: Incident Objectives (safety message) OSC PSC LSC FASC ACRONYMS Operations Section Chief Planning Section Chief Logistics Section Chief 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). 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 Begin Operational Period Objective: The IAP is implemented. 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. Operational Period 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: PSC Attendees: Commander, Command and General Staff, Any other key staff required. Forms: Approval of all content to be included in IAP (using IMS 1001 or IMS 202 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: PSC Forms: 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. Page 9 of 70

10 CONSOLIDATED INCIDENT ACTION PLAN (IMS 1001) 1. Incident Name: 2. Operational Period: 3. Type of IAP: (Check appropriate boxes below) Date From: Time From: Date To: Time To: 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 Mission: From IMS Objectives for this Operational Period: From IMS 202 IMS 1001 Page 10 of 70

11 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 General Safety Message: From IMS 215A or 202 IMS 1001 Page 11 of 70

12 Consolidated Incident Action Plan IMS Forms Package 11. Key Media Messages: From IMS 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: IMS 1001 Page 12 of 70

13 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 Type of IAP Site-Level IAP 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. Check the appropriate box indicating whether this is a Site-Level IAP, or EOC-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. If this is an EOC-level IAP, check the appropriate box: 3. Incident Support Check this box if this IAP applies to Incident Support being exercises 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 ) EOC-Level IAP 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 ). 4. Current Situation 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.) 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, IMS 1001 Page 13 of 70

14 Consolidated Incident Action Plan IMS Forms Package 5. Mission 6. Objectives for this Operational Period identified needs, etc. This information may be obtained from IMS 201 Incident Briefing (if completed). Enter a clear, concise statement of purpose for managing the response. This information may be obtained from IMS 202 Incident Objectives (if completed). 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 Weather Forecast for Operational Period General Safety Message Key Media Message Enter weather forecast information for the specified operational period. This information may be obtained from IMS 202 Incident Objectives (if completed). 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) 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 13. Briefing/Planning Cycle 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). 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). IMS 1001 Page 14 of 70

15 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): IMS 201 Page 15 of 70

16 Incident Briefing IMS Forms Package 6. Summary of Current Actions: 7. Current Organization: IMS 201 Page 16 of 70

17 Arrived Incident Briefing IMS Forms Package 8. Resources Summary (Resources Ordered): Resource Resource Identifier Quantity Date/Time Ordered ETA Notes (location/assignment/status) 9. Prepared By: Name: Signature: Position/Title: Date/Time: IMS 201 Page 17 of 70

18 IMS 201 Incident Briefing IMS Forms Package 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 4. Current Situation Provide a high level overview of the key events and considerations leading up to the 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. Reflect the summary of resources ordered for the incident, noting appropriate details as shown. Special care should be taken to utilize a Resource Summary 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. 8. 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. Enter the name, IMS position and signature of the person preparing 9. Prepared By the form. Enter the date (YYYY/MM/DD) and time prepared (24-hour clock). IMS 201 Page 18 of 70

19 INCIDENT OBJECTIVES (IMS 202) 1. Incident Name: 2. Operational Period: Date From: Time From: Date To: Time To: 3. Type of IAP (check appropriate boxes below): Site-Level IAP (specify below): Incident Command Additional Details: 4. Mission/ Goal: EOC-Level IAP (specify below): Incident Support exercised from EOC Additional Details: Area Command exercised from EOC: Additional Details: Incident Command exercised from EOC: Additional Details: 5. Objectives: 6. Weather Forecast for Operational Period: IAP Page: IMS 202 Page 19 of 70

20 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: IMS 202 Page 20 of 70

21 IMS 202 Incident Objectives IMS Forms Package 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 o 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 o 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 Meeting o 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 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: 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 3. Type of IAP Site-Level IAP 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. 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. If this is a site-level IAP that applies to a site-level incident command response, check the Incident Command box. Include any additional details required. EOC-Level IAP If this is an EOC-level IAP, check the appropriate box below: IMS 202 Page 21 of 70

22 Incident Objectives IMS Forms Package Incident Support Area Command Incident Command 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 ) 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 ). 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 Weather Forecast for Operational Period Key Hazards, Vulnerabilities and Risks General Safety Message Site Safety Plan Required 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). Enter weather forecast information for the specified operational period. Identify and provide key information concerning known safety hazards, vulnerabilities and risks. Enter information regarding specific safety precautions to be observed during this operational period. If available, a safety message should be referenced and attached. 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 12. Prepared by 13. Approved by 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. Enter the name, IMS position and signature of the person preparing the form. 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). IMS 202 Page 22 of 70

23 ORGANIZATION ASSIGNMENT LIST (IMS 203) 1. Incident Name: 2. Operational Period: Date From: Time From: Date To: Time To: 3. Command and Command Staff: 7. Operations Section: Incident/EOC Commander (as applicable) Unified Command Reps (as applicable) Chief 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: IMS 203 Page 23 of 70

24 IMS 203 Organization Assignment List IMS Forms Package 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. 2 Operational Period 3 8 Organization Assignments 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. 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. 9 Prepared By 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). IMS 203 Page 24 of 70

25 # of Persons 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: Branch Director: Staging Area: Division/Group Supervisor: 5. Resources Assigned: Resource Identifier Leader Contact (e.g., phone, pager, radio frequency, etc.) Reporting Location, Special Equipment and Suppliers, Remarks, Notes, Information 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 70

26 IMS 204 Resource Assignment List IMS Forms Package 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 3 Branch Division Group Staging Area 4 Operations Personnel 5 Resources Assigned Resource Identifier Leader # of Persons Contact (e.g. phone, pager, radio frequency, etc.) Reporting Location, Special Equipment and Supplies, Remarks, Notes, Information 6 Work Assignments 7 Special Instructions 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. 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. Enter the name and contact numbers of the Operations Section Chief, applicable Branch Director(s), and Division/Group Supervisor(s). Enter the following information about the resources assigned to the Division or Group for this period: 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). Enter resource leader s name. Enter total number of persons for the resource assigned, including the leader. 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. 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. Provide a statement of the tactical objectives to be achieved within the operational period by personnel assigned to this Division or Group Enter a statement noting any safety problems, specific precautions to be exercised, drop-off or pickup points, or other important information. IMS 204 Page 26 of 70

27 Resource Assignment List 8 Communications 9 Prepared by IMS Forms Package Enter specific communications information (including emergency numbers) for this Branch/Division/Group. If radios are being used, enter function (command, tactical, support, etc.), frequency, system, and channel from the Incident Telecommunications Plan (IMS 205). Phone and pager numbers should include the area code and any satellite phone specifics. In light of potential IAP distribution, use sensitivity when including cell phone number. Add a secondary contact (phone number or radio) if needed. 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 70

28 INCIDENT TELECOMMUNICATIONS PLAN (IMS 205) 1. Incident Name: 2. Operational Period: Date From: Time From: Date To: 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 70

29 IMS 205 Incident Telecommunications Plan IMS Forms Package 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 3. Basic Contact Information Function Assignment System Type/ Cache Channel / Phone/ Pin Frequency / Tone Remarks 4. Special Instructions 5. Prepared by 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. Enter the comms system(s) assigned and used on the incident and relevant details (below). Enter the function each channel number is assigned (i.e. Command, Support, Division tactical). Enter the IMS organization assigned to each of the designated frequencies (i.e. Branch 1, Division A, Sector A3). Enter the system type/cache. Enter the radio channel, phone or pin numbers assigned. Enter the radio frequency tone number assigned to each specific function. (e.g ). This section should include narrative information regarding special situations. Enter any special instructions (e.g. using cross-band repeaters, etc.). 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 70

30 1. Incident Name: 2. Operational Period: 3. Medical Aid Stations: MEDICAL PLAN (IMS 206) [For Responders] Date From: Time From: Date To: Time To: Name Location Contact Number(s)/Frequency Paramedics on Site? 4. Transportation (indicate air or ground): Yes No Yes No Yes No Yes No Yes No Yes No Ambulance Service Location Contact Number(s)/Frequency Level of Service 5. Hospitals: Hospital Name Address, Latitude & Longitude if Helipad Contact Number(s)/ Frequency 6. Special Medical Emergency Procedures: Trauma Center (check level) Travel Time Burn Center Air Ground Yes ACP PCP ACP PCP ACP PCP ACP PCP Helipad (check ) Off- Site Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No No 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: IMS 206 Page 30 of 70

31 IMS 206 Medical Plan [For Responders] IMS Forms Package 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 Medical Aid Stations 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. Enter the following information on the incident medical aid station(s): Name Enter name of the medical aid station. Location Contact Number(s)/Frequency Enter the location of the medical aid station (e.g., Staging Area, Camp Ground). 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. 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. Contact Number(s)/Frequency Level of Service Hospitals Hospital Name Address, Latitude & Longitude if Helipad Contact Number(s)/Frequency Travel Time Air Ground Enter the contact number(s) and frequency for the ambulance service. Indicate the level of service available for each ambulance, either ACP (Advanced Care Paramedic) or PCP (Primary Care Paramedic). Enter the following information for hospital(s) that could serve this incident: Enter hospital name and identify any pre-designated medevac aircraft by name a frequency. Enter the physical address of the hospital and the latitude and longitude if the hospital has a helipad. Enter the contact number(s) and/or communications frequency(s) for the hospital. 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. IMS 206 Page 31 of 70

32 Medical Plan 6 7 Helipad Special Medical Emergency Procedures Check box if aviation assets are utilized for rescue. Prepared by (Medical Unit Leader) 8 Approved by (Safety Officer) IMS Forms Package 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). 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. Self-explanatory. Incident assigned aviation assets should be included. Enter the name, IMS position and signature of the person preparing the form. 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 70

33 INCIDENT ORGANIZATION CHART (IMS 207) 1. Incident Name: 2. Operational Period: Date From: Time From: Date To: Time To: 3. Commander (Incident, Area, EOC, Unified, Other) Emergency Information Officer Safety Officer Liaison Officer Operations Section Chief Planning Section Chief Logistics Section Chief Fin. & Admin. Section Chief Staging Area Manager Resource Unit Ldr. Service Branch Dir. Procurement Unit Ldr. Telecomms. Unit Ldr. Situation Unit Ldr. Medical Unit Ldr. Time Unit Ldr. Demobilization Unit Ldr. Food Unit Ldr. Cost Unit Ldr. Document Unit Ldr. Support Branch Dir. Comp./Claims Unit Ldr Supply Unit Ldr. Facilities Unit Ldr. Ground Sprt. Unit Ldr. 4. Prepared By: Name: Position/Title: Signature: IAP Page: Date/Time: IMS 207 Page 33 of 70

34 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 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 3. Organization Chart 4. Prepared By 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. 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. 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 207 Page 34 of 70