COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain a briefing from the Incident Commander.

�        

Activate Planning Section units.

�        

Collect and process situation information about the incident.

�        

Reassign initial response personnel to incident positions, as appropriate.

�        

Establish information requirements and reporting schedules for all ICS organizational elements for use in preparing the Incident action plan.

�        

Notify the Resources Unit of the Planning Section units which have been activated, including the names and locations of assigned personnel.

�        

Establish a weather data collection system, when necessary.

�        

Supervise the preparation of the Incident action plan (see planning process checklist).

�        

Assemble information on alternative strategies.

�        

Assemble and disassemble strike teams not assigned to operations.

�        

Identify the need for use of specialized resource(s).

�        

Perform operational planning for the Planning Section.

�        

Provide periodic predictions on incident potential.

�        

Compile and display the staff incident status summary information.

�        

Advise the general staff of any significant changes in incident status.

COMPLETED/NOT APPLICABLE

TASKS

�        

Provide the incident traffic plan.

�        

If requested, assemble and disassemble strike teams and task forces not assigned to operations.

�        

Supervise the Planning Section units.

�        

Prepare and distribute the Incident Commander’s orders.

�        

Instruct the Planning Section units on how to distribute incident information.

�        

Ensure that normal agency information collection and reporting requirements are being met.

�        

Oversee preparation of incident demobilization plan.

�        

Prepare recommendations for the release of resources (to be submitted to the Incident Commander).

RESPONSIBILITY

TASKS

Obtain Briefing from Incident Commander

�       Receive briefing from the Incident Commander and obtain:

¨            Incident Commander’s Incident Briefing (ICS Form 201 or local form).

¨            Summary of resources dispatched to the incident.

¨            Initial restrictions concerning work activities.

Activate Planning Section Units

�       Determine from the Incident Commander’s briefing what Planning Section personnel have been dispatched.

�       Confirm dispatch of Planning Section personnel.

�       Plan preliminary organization of Planning Section.

�       Identify units to be activated.

�       Estimate personnel required.

�       Compare preliminary plan with personnel dispatched, as appropriate.

�       Establish time intervals at which data are to be supplied by Planning Section units.

�       Assign work locations and work tasks to Planning Section personnel.

�       Request additional personnel as required.

�       Notify Resources Unit of Planning Section units activated, including names and locations of assigned personnel.

Reassign Initial Attack Personnel to Incident Positions

�       Review the situation to identify the need for personnel familiar with the incident area.

�       Identify personnel who are most familiar with the incident area.

�       Arrange for reassignment of these personnel to incident positions.

�       Ensure adequate Planning Section personnel are available to complete the Operational Planning Worksheet (ICS Form 215 or local form).

RESPONSIBILITY

TASKS

Supervise Preparation of Incident Action Plan

�       Establish information requirements and reporting schedules for all ICS organizational elements to use in preparing the incident action plan and attachments.

�       Present general incident control objectives, including alternatives.

�       Participate in a discussion of specific operations being considered, and provide detailed information concerning:

¨            Resource availability.

¨            Situation status.

¨            Situation predictions.

¨            Weather.

¨            Communication capabilities.

¨            Environmental impact and cost of resources use information.

�       Participate in selection of operational objectives for the next operational period.

�       Assemble appropriate material for inclusion in the incident action plan.

�       Ensure that all operations support and service needs are coordinated with the Logistics Section prior to release of the incident action plan.

�       Document and distribute the incident action plan to the Incident Commander, section chiefs, branch directors, unit leaders, division/group supervisors, incident command staff, and strike team/task force leaders.

�       Receive notification of incident action plan changes from the Operations Section Chief.

�       Distribute incident action plan changes to recipients of the plan.

Note:  The Planning Section Chief may include in the meeting those Planning Section technical specialists deemed necessary.

RESPONSIBILITY

TASKS

Assemble Information on Alternative Strategies

�       Review the current situation status, resource status, weather, and prediction reports for the current incident status.

�       Develop alternative strategies using technical specialists and operations personnel, as appropriate.

�       Identify resources required to implement the alternative operational objectives.

�       Contact the involved agency dispatch center to identify resource availability for the incident.

�       Document alternatives for presentation to the Incident Commander and his or her staff.

Assemble Strike Teams/Task Forces not Assigned to Operations

�       Prior to each planning meeting, identify individual resources not assigned to the Operations Section.

�       Periodically review operations activity to determine the need to assemble additional strike teams/task forces from individual resources.

�       Determine strike teams/task forces to be assembled by type, location, and strike team leader.

�       Request the Resources Unit to select specific resources to assign to each strike team/task force and assign a designator.

�       Request the Resources Unit to notify strike team/task force leaders and resources to assemble into assigned strike teams/task forces by preparing a list of assignments and submitting the assignment list to the communications center for assignment.

Note:  The specifications for each kind/type of strike team/task force must be followed and all units must have a common communications link.  If needed, arrange for additional radios through the Communications Unit.

RESPONSIBILITY

TASKS

Disassembling Strike Teams

Note:  Strike teams are not disassembled unless there is a need for a specific resource or fewer resources than in a strike team and/or it would be inappropriate to use a full strike team.  When strike teams are disassembled at the incident, the individual units must be identified and carried by the resources unit.

�       Disassemble strike teams (or task forces) for demobilization.

�       Reassemble strike teams that have been disassembled for purposes other than demobilization at the earliest possible time.

�       Review alternative operational objectives to determine the need for the use of individual resources versus task forces.

�       Identify individual resources and strike teams that are not assigned to the Operations Section (including their leaders).

�       Determine if there is an adequate number of individual resources to meet the needs of the incident.

�       Determine the strike teams that can be disassembled.

�       Request the Resources Unit to prepare reassignment of strike team leaders to manage task forces.

�       Request the Resources Unit to reassign resources by designating resources to a specific mission or to other units in staging areas, the base, or camps.

�       Request the Resources Unit to notify strike team/task force leaders of disassembly and reassignment of resources (as required).

Identify Need for use of Specialized Resources

�       As part of the planning function, identify the need for technical specialists.

�       Request personnel with required special knowledge/ experience to be assigned to the Planning Section.

Note:  Some specialists may be assigned temporarily or for a short duration.

RESPONSIBILITY

TASKS

Perform Operational Planning for Planning Section

�       Review the incident action plan with the Planning Section Chief.

�       Plan the organization of the Planning Section by identifying units to be activated and estimating the number of personnel required.

�       Request needed additional personnel from the Resources Unit.

�       If personnel are not available from the Resources Unit, request them directly from the Logistics Section Chief.

�       Give specific work tasks including work locations to the Planning Section staff.

Provide Periodic Predictions on Incident Potential

�       Obtain the latest incident prediction information and incident action plan.

�       Obtain the current situation status summary from the Situation Unit.

�       Identify risks and possible hazards.

�       Estimate work accomplishment for the prediction period.

�       Document predictions on the course of the incident.

�       Present predictions at the planning meeting and display in the Incident Command Post area.

�       Repeat procedures at the intervals specified by the Incident Commander or upon occurrence of significant events.

�       If the prediction indicates a significant change in the course of the incident, immediately notify the Incident Commander and the Operations Section Chief.

Compile and Display Incident Status Information

�       Display incident status summary information at a common location in the Incident Command Post area, including multiple overlays, if needed.

�       Receive information from the Situation Unit, Resources Unit, and the incident prediction and review information for completeness.  Specify location and method of display.

�       Ensure that all reports are displayed.

�       Repeat these procedures at intervals specified by the Incident Commander or upon occurrence of significant events.

RESPONSIBILITY

TASKS

Advise General Staff of any Significant Changes in Incident Status

�       Reported significant changes in incident status to the general staff immediately.

�       Receive requests for incident status information from the general staff.

�       Obtain incident status information from appropriate sources.

�       Assemble and summarize the requested information in an appropriate form.

�       Supply the information to the general staff.

Prepare and Provide Incident Traffic Plan

Note:  The traffic plan will include the following information:

¨           Specified routes to reporting locations for resources dispatched to the incident.

¨           Specified routes inside general incident area.

¨           Traffic flow inside ICS facilities.

To prepare the traffic plan:

�       Review control operations to determine the locations of planned operations activities and the locations of all incident facilities.

�       Review the information obtained from the Situation Unit and/or agency dispatch center(s) to determine existing roadways and their characteristics and capabilities.

�       Establish traffic routing factors and coordinate traffic flow plans with appropriate agency representatives.

�       Document the traffic plan and attach in to the incident action plan.

�       Ensure that Ground Support Unit receives a copy of the traffic plan.

Supervise Planning Section Units

�       Maintain communications with Planning Section personnel.

�       Coordinate the activities of all Planning Section units.

�       Ensure the general safety and welfare of Planning Section personnel.

RESPONSIBILITY

TASKS

Prepare and Distribute Incident Commander’s Orders

�       Identify orders being issued in the name of the Incident Commander.

�       Document all formal operational orders given by the Incident Commander.

�       Identify the organizational elements responsible for executing the orders.

�       Distribute the orders in accordance with local policy.

Instruct Planning Section Units on Distribution of Incident Information

�       Contact section chiefs and command staff to determine major information categories they want to receive automatically from the Planning Section.

�       Consolidate the information and prepare a list for each unit.

Prepare Recommendations for Release of Resources

�       Identify the number of out-of-service resources and/or individuals by reviewing the current resource status information.

�       Review the latest situation status and incident prediction information.

�       Estimate current and future requirements for resources.

�       Identify and list any potentially surplus resources.

�       Review the surplus resource list with Operations Section personnel and the Logistics Section Chief.

�       Modify the surplus resource list as necessary.

�       Upon approval of the Operations Section Chief and the Logistics Chief, present the list of resources recommended for release to the Incident Commander.

�       Document the approved demobilization plan.

�       Prepare an assignment list specifying resources to be released and submit it to the Logistics Section Chief for notification of the involved resources.

�       Distribute the demobilization plan to the general staff, incident command staff, and agency dispatch centers.

Submit Documentation to Documentation Unit

�       Submit all documentation to Documentation Unit at the end of each operational period.

COPLETMED/NOT APPLICABLE

TASKS

�        

Report to and receive a briefing and special instructions from the person in charge of planning activities when you arrive.

�        

Prepare and maintain the Incident Command Post display.

�        

Assign duties to situation status personnel.

�        

Confirm the dispatch and estimated time of arrival of requested Situation Unit personnel and request additional personnel (or release excess personnel).

�        

Collect all incident-related data at the earliest possible opportunity, and continue to do so throughout incident.

�        

Post data on unit work displays and Incident Command Post displays at scheduled intervals or as requested by command post personnel.

�        

Participate in incident planning meetings, as required by the Incident Commander.

�        

Develop and implement accountability, safety and security measures for personnel and resources.

�        

Prepare the Incident Summary Form (ICS Form 209 or local form) before each planning meeting.

�        

Provide photographic services and maps, as necessary.

�        

Provide resources and situation status information in response to specific requests.

�        

Maintain the Situation Unit records.

�        

Receive the order to demobilize the Situation Unit.

�        

Dismantle the Situation Unit displays and place them in storage.

�        

List the expendable supplies that need replenishing and file the list with the Supply Unit.

�        

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

COMPLETED/NOT APPLICABLE

TASKS

�        

Report to and obtain a briefing and special instructions from the Planning Section Chief.

�        

Establish check-in procedures at specified incident locations.

�        

Using the Incident Briefing Form (ICS Form 201 or local form), prepare and maintain the Incident Command Post display (organizational chart and resource allocation and deployment sections).

�        

Assign duties to resource unit personnel.

�        

Confirm the dispatch of and estimated time of arrival for ordered Resources Unit personnel. (Request additional personnel or release excess personnel.)

�        

Establish contacts with incident facilities by telephone or through the communications center, and begin maintenance of resource status.

�        

Participate in Planning Section meetings, as required by the Planning Section Chief.

�        

Gather, post, and maintain incident resource status.

�        

Gather, post, and maintain resources status of transportation and support vehicles and personnel.

�        

Maintain a master list of all resources checked at the incident.

�        

Prepare the organization Assignment List (ICS Form 203 or local form) and Organization Chart (ICS Form 204 or local form).

COMPLETED/NOT APPLICABLE

TASKS

�        

Prepare the appropriate parts of Division Assignment Lists (ICS Form 204 or local form).

�        

Provide resource summary information to the Situation Unit, as requested.

�        

Receive the order to demobilize the Resources Unit.

�        

List the expendable supplies that need replenishing and file with the Supply Unit Leader.

�        

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

COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain a briefing from the Planning Section Chief.

�        

Establish a work area.

�        

Establish and organize incident files.

�        

Establish a duplication service and respond to requests.

�        

Retain and file duplicate copies of official forms and reports.

�        

Accept and file reports and forms submitted by ICS units.

�        

Check on the accuracy and completeness of records submitted for files.

�        

Correct errors or omissions by contacting the appropriate ICS units.

�        

Provide duplicates of forms and reports to authorized requestors.

�        

Prepare incident documentation for the Planning Section Chief when requested.

�        

Maintain, retain, and store incident files for after incident use.

�        

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

COMPLETED/NOT APPLICABLE

TASKS

�        

Follow ICS general instructions.

�        

Obtain a briefing from the Planning Section Chief.

�        

Review the incident resource records (ICS Forms 201, 211, 219 or local forms) to determine the probable size of the demobilization effort.

�        

Assess and fill unit needs for additional personnel, workspace, and supplies.

�        

Obtain objectives, priorities, and constraints on demobilization from the Planning Section Chief, agency representatives, and contractors, as applicable.

�        

Meet with agency representatives to determine:

¨         Personnel rest and safety issues.

¨         Coordination procedure with cooperating and/or assisting agencies.

�        

Be aware of ongoing Operations Section resource needs.

COMPLETED/NOT APPLICABLE

TASKS

�        

Obtain identification and description of surplus resources and probable release times.

�        

Coordinate with the Planning Section to arrange shifts to assure priority resources are available for release.

�        

Develop release procedures in coordination with other sections and/or units and agency dispatch center(s).

�        

Coordinate with sections and/or units to determine their capabilities to support the demobilization effort.

�        

Establish a communications link with appropriate off-incident facilities.

�        

Prepare the demobilization plan, including following sections:

¨            General – Discussion of the demobilization procedure.

¨            Responsibilities – Specific implementation responsibility and activity.

¨            Release Priority – Take into account the assisting agency requirements and kinds and types of resources.

¨            Release Procedures – Detailed steps and processes to be followed.

¨            Travel Restrictions – Restrictions and instructions for travel.

�        

Prepare appropriate directories (e.g., maps, instructions, etc.) for inclusion in the demobilization plan.

�        

Obtain approval of the demobilization plan.

�        

Distribute the plan to each section and processing point (on-and off-incident).

�        

Ensure that all sections and/or units understand their responsibilities within the demobilization plan.

�        

Ensure that all personnel receive a critical incident stress debriefing.

�        

Coordinate and closely supervise the demobilization process.

�        

Brief the Planning Section Chief on the progress of demobilization.

�        

Complete all records prior to departure.

�        

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