COMPLETED/NOT APPLICABLE

TASKS

�         

Obtain a briefing from the Incident Commander.

�         

Manage all financial aspects of an incident.

�         

Provide financial and cost analysis information as requested.

�         

Attend a briefing with the responsible agency to gather information.

�         

Attend a planning meeting to gather information on overall strategy.

�         

Identify and order supply and support needs for the Finance/Administration Section.

�         

Develop an operations plan for the finance/administration function at the incident.

�         

Prepare work objectives for subordinates, brief staff, make assignments, and evaluate performance.

�         

Determine the need for a commissary operation.

�         

Inform the Incident Commander and general staff when the section is fully operational.

�         

Meet with assisting and cooperating agency representatives, as required.

�         

Provide input in all planning sessions on finance matters.

�         

Maintain daily contact with agency/ies’ administrative headquarters on finance matters.

COMPLETED/NOT APPLICABLE

TASKS

�         

Ensure that all personnel time records are transmitted to home agencies according to policy.

�         

Participate in all demobilization planning.

�         

Ensure that all obligation documents initiated at the incident are properly prepared and completed.

�         

Brief agency administration personnel on all incident-related business management issues needing attention and follow-up prior to leaving the incident.

�         

Maintain the unit log (ICS Form 214 or local form).

RESPONSIBILITY

TASKS

Obtain Briefing from Incident Commander

�       Obtain an Incident Briefing and a copy of the incident action plan, if available.

Attend Briefing With Responsible Agency to Gather Information

Note:  This briefing may by held at an off-incident location prior to arrival at the incident.  The purpose of the briefing is to obtain financial information and administrative guidelines and constraints.

Attend Planning Meeting

�       Gather information on overall strategy and resource use planning.

Identify and Order Supply and Support Needs for Finance Section

�       Arrange for personnel to support Finance Section’s unit-level operations.

�       Arrange for equipment facilities and supplies necessary to support finance operation.

Develop an Operating Plan for Finance Function

�       Consider the size and complexity of incident.

�       Consider the role of the Finance Section in serving/assisting other agencies on incident.

�       Consider guidelines and policy established by agency.

�       Consider personnel assignments, work loads, and welfare.

Meet with Assisting and Cooperating Agency Representatives as Required

�       Establish contact with the Liaison Officer.

�       Obtain list of assisting and cooperating agencies supporting incident.

�       Ensure that the Liaison Officer is advised as to the Finance Section operation.

Provide Input in All Planning Sessions on Finance Matters

�       Provide cost analysis data on control operations as required.

�       Provide financial summary information as required.

RESPONSIBILITY

TASKS

Participate in All Demobilization Planning

�       Provide input to demobilization planning.

�       Ensure that all required documentation is available at time of demobilization.

Ensure that All Documents are Prepared and Completed

�       Maintain required agency records and reports.

�       Transfer fiscal documents from incident to responsible agency.

COMPLETED/NOT APPLICABLE

TASKS

�         

Obtain a briefing from the Finance/Administration Section Chief.

�         

Determine the incident requirements for the time-recording function.

�         

Establish contact with appropriate agency personnel and/or representatives.

�         

Organize and establish the Time Unit.

�         

Establish unit objectives, make assignments, and evaluate performance.

�         

Ensure that daily personnel time recording documents are prepared and compliance to time policy is met.

�         

Establish a commissary operation as required.

�         

Submit cost-estimate data forms to the Cost Unit, as required.

�         

Provide for record security.

�         

Ensure that all records are current or complete prior to demobilization.

�         

Release time reports from assisting agencies to the respective agency representatives prior to demobilization.

�         

Brief the Finance/Administration Section Chief on current problems, recommendations, outstanding issues and follow-up requirements.

�         

Maintain the unit log (ICS Form 214 or local form).

COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain a briefing from the Finance/Administration Section Chief.

�        

Coordinate with agency headquarters on cost-reporting procedures.

�        

Ensure that all equipment and/or personnel requiring payment are identified.

�        

Obtain and record all cost data.

�        

Prepare incident cost summaries.

�        

Prepare resource-use cost estimates for planning.

�        

Make recommendations for cost savings to the Finance/Administration Section Chief.

�        

Maintain cumulative incident cost records.

�        

Ensure that all cost documents are accurately prepared.

�        

Complete all records prior to demobilization.

�        

Provide reports to the Finance/Administration Section Chief.

�        

Maintain the unit log (ICS Form 214 or local form).

COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain a briefing from the Finance/Administration Section Chief.

�        

Establish contact with the Safety Officer and Liaison Officer or Agency Representatives if no Liaison Officer is assigned.

�        

Determine the need for injury and claims specialists and order personnel if needed.

�        

Determine with the Medical Unit if the injury took place in a work area, whenever feasible.

�        

Obtain a copy of the incident medical plan.

�        

Ensure that injury and claims specialists have adequate work space and supplies.

�        

Brief compensation or claims specialists on incident activity.

�        

Coordinate with the Procurement Unit on procedures for handling claims.

COMPLETED/NOT APPLICABLE

TASKS

�        

Periodically review all logs and forms produced by compensation/claims specialists to ensure that:

¨       Work is complete.

¨       Entries are accurate and timely.

¨       Work is in compliance with agency requirements and policies.

�        

Keep the Finance/Administration Section Chief briefed on unit status and activity.

�        

Obtain the demobilization plan and ensure that injury and claims specialists are adequately briefed on the demobilization plan.

�        

Ensure that all injury and claims logs and forms are up to date and routed to the proper agency for post-incident processing prior to demobilization.

�        

Demobilize the unit in accordance with the demobilization plan.

�        

Maintain the unit log (ICS Form 214).

COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain a briefing from the Finance/Administration Section Chief.

�        

Contact the appropriate unit leaders about incident needs and any special procedures.

�        

Coordinate with the local jurisdiction on plans and supply sources.

�        

Obtain the incident procurement plan.

�        

Prepare and sign contracts and land use agreements, as needed.

�        

Draft memorandums of understanding.

�        

Establish contracts with supply vendors, as required.

�        

Provide for coordination between the Ordering Manager, agency dispatch, and all other procurement organizations supporting the incident.

�        

Ensure that a system is in place which meets agency property management requirements.  Ensure proper accounting for all new property.

�        

Interpret contracts and/or agreements and resolve claims or disputes within delegated authority limits.

�        

Coordinate with the Compensation/Claims Unit on procedures for handling claims.

�        

Finalize all agreements and contracts.

�        

Coordinate the use of funds, as required.

�        

Organize and direct the equipment time-recording function.

COMPLETED/NOT APPLICABLE

TASKS

�        

Complete final processing and send documents for payment.

�        

Coordinate the cost data in contracts with the Cost Unit Leader.

�        

Maintain the unit log (ICS Form 214 or local form).