FY1998-1999 06/18/1997
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AGREEMENT made this if> day of ..J uN... 1997 by and between the Board of
Governors, Lower and Middle Keys Fire and Ambulance District hereafter known as DISTRICT
("DISTRICT") and Conch Key Volunteer Fire Department, Inc. hereafter known as
CORPORATION ("CORPORATION").
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AGREEMENT
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RECITALS
WHEREAS, The Monroe County Board of County Commissioners has pursuant to the
authority granted to it in Chapter 125, Laws of Florida, and Article 7, Section 9 (b) of the Florida
Constitution, established the Lower and Middle Keys Fire and Ambulance District and
Municipal Service Taxing District 6 for the purpose of providing fire protection and other
related municipal services primarily for the benefit of the taxpayers residing within said Districts,
and
WHEREAS, Corporations have been organized for the purpose of providing Fire Rescue
Services within the Districts, and
WHEREAS, Fire Rescue Services constitute essential services necessary for the health
and safety of residents and visitors of Monroe County, and
WHEREAS, the Monroe County Board of County Commissioners has provided funding
appropriations within the budgets of the Districts for the reimbursement of certain expenses
incurred by the various Corporations in providing Fire Rescue Services, and
WHEREAS, the firefighters and rescue personnel of the Corporations are available, to
respond to emergencies, and
WHEREAS, the parties desire to enter into an AGREEMENT for the provision of Fire
Rescue Services.
NOW, THEREFORE, in consideration of the covenants contained herein and other good
and valuable considerations the parties agree as follows:
1. TERM OF AGREEMENT
The term of this AGREEMENT shall be for a period of two (2) years, commencing on
Oc.t. 1./ 1991 and expiring on Sent, 3~ /999 unless terminated earlier under
provisions specified herein. Upon expiration, if necessary the cantract may continue on a manth
to month basis until re-negotiated.
2. TERMINATION
Either party may terminate this AGREEMENT without cause by giving sixty (60) days
written notice to the other indicating its desire to terminate same.
All equipment and facilities of the DISTRICT or Monroe County and used by the
CORPORATION to provide Fire Rescue Services shall be returned to the DISTRICT when
requested upon expiration or termination of this AGREEMENT. During the interim period
which might exist between expiration of this AGREEMENT and the execution of a new
AGREEMENT, the CORPORATION may be authorized to continue use of the equipment and
facilities.
3. SERVICES TO BE PROVIDED
The CORPORATION shall be the primary provider of Fire Rescue Services within their
assigned geographical service area; that being: from Banana Blvd., (Valhalla Beach)(approx.
MM56.5) to the north end of Long Key Bridge (approx. MM 66), and provide mutual- aid in
accordance with established policies and procedures to any department or agency upon request, if
equipment and personnel resources are available without leaving its service area unattended.
Fire Rescue Services shall include, as a minimum, but not limited to the following: fire
suppression, rescue, first responder level basic life support emergency medical services (non-
transport), and other related emergency services within the CORPORATION's capability.
Additionally, the CORPORATION shall provide hazardous material response in accordance with
the current Monroe County Hazardous Material Emergency Plan and perform fire rescue
services related emergency support functions for local emergency management efforts in
accordance with the current Monroe County Peacetime Emergency Plan or Monroe County
Comprehensive Emergency Plan, Monroe County Hurricane Preparedness, Evacuation,
Shelter and Refuge of Last Resort Plan, Monroe County Fire Rescue Hurricane Plan, Turkey
Point Emergency Procedure, Monroe County Mass Immigration Emergency Plan and other
emergency plans and procedures which may be applicable to a particular service area. The
CORPORATION shall conduct its business operations and provide Fire Rescue Services in
accordance with applicable laws, rules, regulations, policies, procedures, protocols, and
standards.
4. LEVEL OF SERVICE
The CORPORATION shall provide Fire Rescue Services in accordance with
ATTACHMENT "A", which establishes standards for the minimum number of appropriately
trained personnel, the minimum number and type of motar vehicles and equipment, and the
maximum response time for initial responses to various kinds of incidents requiring Fire Rescue
Services; it is not intended to be all inclusive. The actual allocation of fire rescue resources by
the CORPORATION to a particular incident should be based upon and proportionate to its
magnitude. Additionally, automatic aid and mutual aid should be used appropriately to ensure the
provision of effective Fire Rescue Services.
The CORPORATION shall immediately respond to emergency calls for Fire Rescue
Services within its assigned geographical service area. A record shall be made of any situation
where the CORPORATION cannot respond when dispatched. A record shall also be made of
those instances where more than four (4) minutes elapsed between the initial dispatch of the
CORPORATION to an emergency call and its response. Additionally, any delay in which over
ten (10) minutes elapsed from the initial dispatch of the CORPORATION to the arrival of its
essential resources at the scene of an emergency call shall be recorded. All records of such
incidents shall include complete documentation of the circumstances which either prevented or
delayed the response.
The above mentioned response records shall be kept on file by the CORPORATION and
a copy of each shall be sent to the Fire Rescue Coordinator's Office for examination.
Nothing in this section creates, or is intended to create, any duty, obligation or liability on
behalf of the fire department to any third party based on the department's failure to respond
within the time parameters described in this section.
5. PERSONNEL
The CORPORATION shall use volunteer and/or paid personnel to provide Fire Rescue
Services on a twenty-four (24) hour day basis. Scheduling and assignment of personnel shall be
arranged to utilize volunteer personnel to the maximum extent possible. The CORPORATION
shall provide an accurate and complete membership roster of volunteers to the DISTRICT
quarterly. The membership roster shall contain, as a minimum, the names of all of the
CORPORATION's volunteers. The roster shall be dated and submitted to the DISTRICT so as
to arrive at the Fire Rescue Coordinator's Office on October 15, January 15, April 15, and July
15.
6. CORPORATION'S PAID EMPLOYEES
Part time and full time personnel may be employed by the CORPORATION to provide
Fire Rescue Services or to meet administrative staffing needs only if the CORPORATION and
the DISTRICT mutually deem it necessary. The CORPORATION shall submit to the DISTRICT
a request to employ such part-time or full-time employees needed to provide Fire Rescue
Services. The DISTRICT shall review then approve or deny such request within 30 days. If the
DISTRICT denies such a request, a letter stating the reasons shall be provided to the
CORPORATION and may include alternative solutions. Part-time or full-time employees of the
CORPORATION shall be compensated by the CORPORATION at a rate commensurate with
that of other similarly trained and experienced personnel employed within Monroe County. The
DISTRICT shall reimburse to the CORPORATION on a regular monthly basis all costs, charges,
or expenditures relating to the paid employees of the CORPORATION, from funds budgeted for
such purposes.
7. MINIMUM STANDARDS AND TRAINING
The CORPORATION shall require that all volunteer personnel that engage in providing
Fire Rescue Services comply within one (1) year with the minimum training, education and
performance requirements listed in ATTACHMENT "B". Paid firefighters shall at time of
employment meet minimum State qualification standards for such firefighters or achieve same
within one (1) year from date of hire. The CORPORATION and DISTRICT shall maintain
accurate and current training and proficiency records for all personnel evidencing compliance
with this provision.
Additionally, the CORPORATION shall establish and maintain a training and continuing
education program designed to ensure that a high degree of competency and skills are maintained
by all volunteer and paid fire rescue personnel. The CORPORATION shall also encourage and
facilitate attendance by all volunteer and/or paid fire rescue personnel at proficiency training
programs provided by the CORPORATION and/or the DISTRICT. The cost of registration fees,
tuition, lab fees, books, manuals, supplies and travel expenses directly related to training
activities and conducting the business of the CORPORATION shall be reimbursable by the
DISTRICT in accordance with applicable laws, rules and regulations, upon receipt of proper
invoices and other supporting documentation and in a sum not to exceed the budgeted allocation
for such purposes.
The DISTRICT shall provide basic Fire Rescue Services training programs at various
locations throughout the County.
8. EQUIPMENT AND FACILITIES
The DISTRICT shall provide the equipment and facilities described in ATTACHMENT
"C" for the CORPORATION's use in providing Fire Rescue Services. The CORPORATION
shall ensure that such equipment and facilities are at all times maintained in proper operational
condition for the intended service and used accordingly. Equipment shall be maintained as a
minimum in accordance with the manufacturers' recommended maintenance schedules.
Equipment that is not functioning properly or whose operational condition is questionable
shall not be used until it has been thoroughly inspected, repaired and/or tested for proper
operation.
Maintenance and repairs of motor vehicles shall be performed through the DISTRICT's
maintenance contractor(s). The CORPORATION shall be responsible for notifying the
DISTRICT when maintenance, repairs and certifications are needed and shall assist in making
arrangements for those services. The DISTRICT shall arrange for annual pump tests and testing
and certification of aerial devices. Copies of test results and certifications shall be maintained by
both the DISTRICT and the CORPORATION. The CORPORATION shall perform routine
weekly equipment checkout and servicing in accordance with the schedule in ATTACHMENT
"D". Additionally, the CORPORATION shall perform applicable periodic testing of equipment
and devices in its possession, in accordance with nationally recognized industry standards. The
DISTRICT shall have the right to inspect the equipment and facilities at any reasonable time.
9. PROPERTY CONTROL
The CORPORATION shall provide a system for property control of the DISTRICT's
equipment and facilities in its possession. The CORPORATION shall assist in the performance
ofthe DISTRICT's annual inventory of same.
10. SUBCONTRACTS
The CORPORATION may with prior approval of the DISTRICT and/or Monroe County
subcontract its services. The CORPORATION may utilize the DISTRICT's equipment and
facilities in conjunction with such subcontracts provided that no unreasonable reduction in the
level of service to their respective service area results. Notice of intent to subcontract, when the
DISTRICT's equipment and facilities will be used, must be provided to the DISTRICT prior to
execution of said subcontract in order to allow for proper review, comment, and action
concerning same. A signed copy of all subcontracts shall be provided to the DISTRICT.
11. DISTRICT INSURANCE
A. The DISTRICT and/or Monroe County on behalf of the DISTRICT shall provide the
following insurance coverage on and for the volunteers ofthe CORPORATION.
a. Workers' Compensation Insurance as required by Florida Statutes Chapter 440,
including minimum $500,000 Employer's Liability coverage. If Monroe County
provides the Workers' Compensation Insurance for volunteers, then the volunteers
will be subject to Monroe County's Workers' Compensation Drug-Free
Workplace Policy.
b. General Liability Insurance, with minimum limits of $5,000,000.
c. Automobile Liability Insurance with minimum limits of $5,000,000 including
Physical Damage Insurance on all vehicles owned or leased by the DISTRICT or
Monroe County and used by the CORPORATION. The policy shall provide
secondary liability coverage on private vehicles only during such time as they are
operated in response to a call, and ending, either at such time as the volunteer
returns to hislher home, or to the first location to which a volunteer stops on the
way home, after completion of participation in the emergency services that were
subject to the call, whichever occurs first.
B. The DISTRICT and/or Monroe County on behalf of the DISTRICT shall provide the
following insurance coverage on all facilities owned and/or leased by the DISTRICT and used in
providing Fire Rescue Services by the CORPORATION.
a. Fire, Wind, Flood, and liability in accordance with Monroe County policy for
such coverage for all County buildings.
C. All DISTRICT liability insurance policies shall name the CORPORATION as an
additional insured. Proof of all insurance in a form acceptable to the CORPORATION shall be
provided by the DISTRICT upon request.
12. CORPORATION INSURANCE
A. The CORPORATION shall provide the following insurance on all part-time and full-
time employees of the CORPORATION:
a. Workers' Compensation Insurance in compliance with Florida Statutes Chapter
440 including minimum $500,000 Employer's Liability coverage.
b. Unemployment Compensation in compliance with Florida Statutes Chapter 443.
c. General Liability Insurance with minimum limits of $300,000 Combined Single
Limit.
B. The CORPORATION may provide the following insurance on all Volunteers and/or
part-time and full-time employees of the CORPORATION:
a. Disability income insurance for a minimum of three hundred dollars ($300.00)
weekly upon total disability for the first thirty (30) days and thereafter, in an
amount up to six hundred dollars ($600.00) weekly, not to exceed the volunteer's
regular salary. Said benefit shall continue until the volunteer can return to his
regular work duties.
b. Death benefit insurance with a minimum amount of fifty thousand ($50,000)
death/permanent disability benefit for the volunteer while engaged in the
performance of his /her duties.
C. The vehicles listed on A TT ACHMENT "E" are either owned by or leased to the
CORPORATION. The DISTRICT agrees that they can be used by the CORPORATION to
provide Fire Rescue Services. The CORPORATION shall provide the following insurance on
them.
a. Automobile Liability Insurance with minimum limits of $300,000 Combined
Single Limit. Additionally, the CORPORATION shall keep in full force and
effect auto physical damage insurance to full replacement cost value of the
vehicles.
D. All liability policies are to name both the DISTRICT and Monroe County as
additional insured, and shall provide for no less than thirty (30) days notice af cancellation, non-
renewal, or reduction in coverage. Proof of all insurance in a form acceptable to the DISTRICT
shall be provided by the CORPORATION upon request.
13. INSURANCE REIMBURSEMENT
The costs of insurance policies described under the provisions of Section 12 of this
AGREEMENT shall be a cost, charge, or expenditure of the CORPORATION for which the
DISTRICT, upon receipt of proper invoices and applicable documentation, shall reimburse the
CORPORATION in an amount not to exceed the budgeted allocation.
14. PRIVATE VEHICLE INSURANCE
All CORPORATION personnel shall keep in full force and effect a policy of liability
insurance on his/her private vehicle(s) in at least such minimum amounts of coverage as are
required under Florida Law. Proof of insurance in a form acceptable to the DISTRICT shall be
provided by each volunteer and maintained on file in the business office of the CORPORATION.
The CORPORATION shall provide copies of proof of insurance to the DISTRICT upon request.
15. VOLUNTEER PERSONNEL REIMBURSEMENT OF EXPENSES ALLOWANCE
A. The DISTRICT shall provide a reimbursement of expenses allowance to the
CORPORATION for volunteer personnel in accordance with Section 2-261 of the Monroe
County Code and in the following amounts:
a. For each eligible volunteer, a minimum of one hundred dollars ($100.00) per
month.
b. For each eligible volunteer Assistant and/or Deputy Fire Chief, a minimum of
one hundred seventy five dollars ($175.00) per month.
c. For each eligible volunteer Fire Chief, a minimum of two hundred fifty dollars
($250.00) per month.
B. The CORPORATION shall have the right to establish its own eligibility requirements
for the reimbursement of expenses allowance based on participation in CORPORATION
activities. The CORPORATION shall provide a copy of such eligibility requirements to the
DISTRICT. DISTRICT funding of these costs shall not exceed the budgeted allocation for such
purpose. The above amounts may be changed or adjusted by written approval of the DISTRICT
and the CORPORATION, during the term of this AGREEMENT by an agreement addendum.
16. LENGTH OF SERVICE AWARD PROGRAM (LOSAP)
It is the intent of Monroe County to develop and institute a LOSAP during the term of
this contract for the volunteer firefighters who provide emergency services within Monroe
County. The LOSAP shall be instituted provided that an analysis finds the proposed program to
be viable, feasible, and within the capability of Monroe County to fund.
17. COMMAND VEHICLE
The DISTRICT shall provide $450.00 per month to the CORPORATION for the
purchase or lease and associated and/or related operating expenses of a motor vehicle to be used
by the CORPORATION primarily for response to fire rescue related incidents and to support
incident command activities at the scene. Said vehicle shall be either leased to or registered to
and licensed by the CORPORATION.
18. RECORDS
The CORPORATION is responsible for the following, as a mInImum;
A. Keeping an accurate and current inventory of all equipment and facilities used by
the CORPORATION.
B. Maintaining detailed, accurate, and current records of all maintenance and repairs
performed by the CORPORATION on equipment and facilities, including
documentation of any testing of equipment and devices.
C. Maintaining accurate and current records of training, testing, and certification of
all volunteers and part-time and full-time employees.
D. Preparing and filing with the DISTRICT in a timely fashion, an incident report
for each response by the CORPORATION for Fire Rescue Services, mutual aid or
other type calls.
E. Preparing and filing a NOTICE OF INJURY FORM with the DISTRICT within
24 hours of any reportable injury involving volunteer personnel. A Monroe
County Accident Investigation Report shall be submitted to the DISTRICT
within ten (10) working days of the accident.
F. Preparing and maintaining complete and accurate records of the
CORPORATION's activities including, but not limited to, telephone logs, fuel
logs, and supply requisitions.
19. MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
The CORPORATION shall ensure and document in its personnel records that all new
persannel af the CORPORATION submit to. a medical examination evidencing goad physical
condition prior to engaging in the actual provision of Fire Rescue Services. Additionally, the
CORPORATION, shall ensure and document in its personnel records that all of its personnel
who are actively engaged in providing Fire Rescue Services have an annual medical evaluation
which may include a medical examination.
Medical evaluations and examinations shall be given by a physician or surgeon licensed
to practice in the State of Florida pursuant to Chapter 458, Florida Statutes, or an osteopathic
physician or surgeon licensed to practice in the State of Florida pursuant to Chapter 459, Flarida
Statutes. The physician should have in his possession a copy of the Standard on Medical
Requirements/or Fire Fighters 1992 Edition as outlined in NFPA 1582, for reference during a
medical evaluation and examination, and the results of a medical examination shall be reported
to the CORPORATION on completed Form MEF-1 entitled "Medical Examination Form". A
copy of both NFPA 1582 and Form MEF-1 are included in ATTACHMENT "F".
The DISTRICT shall reimburse the CORPORATION for the reasonable and customary
charges of the medical evaluation and examination upon receipt of proper documentation and in
a sum not to exceed the budgeted allocation for such costs.
20. ACCOUNTABILITY
The CORPORATION shall be accountable to the DISTRICT as required by this
AGREEMENT. The CORPORATION shall elect or appoint a Fire Chief for its respective
service area. The Fire Chief, subordinate officers and Firefighters of the department, whether
appointed or elected, shall meet the requirements in "ATTACHMENT B" or have other
documented training and experience which is equal to or better than that provided by Monroe
County. The Fire Chief shall appoint subordinate officers accordingly.
The Fire Chief, subordinate officers and members of the CORPORATION shall perform
their duties in a lawful, professional and responsible manner at all times.
The Monroe County Fire Rescue Coordinator shall have the authority to direct,
coordinate, and control all Fire Rescue Services during a State of Local Emergency in
conjunction with Emergency Management of Monroe County. Additionally, the Monroe County
Fire Rescue Coordinator may direct, coordinate, and control Fire Rescue Services during major
incidents which require the response and interaction of multiple Fire Rescue Service providers
and resources.
The DISTRICT shall provide administrative and technical assistance, within its
capability to the CORPORATION, as requested, in matters relating to the operation of Fire
Rescue Services. Representatives of both the DISTRICT and the CORPORATION shall meet
on a regular basis for discussions regarding the operation of the Fire Rescue Services
contemplated within this AGREEMENT and other related matters; meeting dates to be jointly
agreed upon.
All administrative correspondence shall be sent to:
To the DISTRICT:
Monroe County Fire Rescue Coordinator's Office
49063 rd St., Suite 160
Marathon, Fl 33050
To the CORPORATION:
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21. COMMUNICATIONS SYSTEM
The DISTRICT and/or Monroe County shall provide a communications system for the
dispatching of all emergency and non-emergency calls. Dispatch and coordination of all Fire
Rescue Services' resources responding to an incident shall be in accordance with the Monroe
County Public Safety Division Dispatch Protocol. The DISTRICT shall ensure that copies of
the current Dispatch Protocols are provided to the CORPORATION, and shall schedule and
conduct meetings when necessary to revise them to improve the efficiency and effectiveness of
the response system.
22. PROCUREMENT
The CORPORATION shall procure goods and services, for which the DISTRICT is
financially responsible, in accordance with current Procurement Policies far Monroe County .
The CORPORATION may orally request a purchase order through the Fire Rescue
Coordinator's office for such supplies, equipment, and/or services required to provide Fire
Rescue Services and for which the DISTRICT has allocated funds in the current budget.
However, a "Request to Purchase" form shall be completed and forwarded to the Fire Rescue
Coordinator's Office for purchases exceeding $500. The Fire Rescue Coordinator's Office shall
act on the request to purchase in a timely manner. The procurement of goods and services
occurring after normal business hours or during weekends by the CORPORATION shall be
limited to only those emergency situations in which case such procurement was necessary in
order to avoid interruption of services or to maintain current service levels during such period,
with notification of said obligation to the Fire Rescue Coordinator's Office the next business
day.
23. PAYMENT
Reimbursement requests will be submitted monthly to the DISTRICT through the Fire
Rescue Coordinator's Office, in accordance with ATTACHMENT "G", Reimbursement
Procedures. Reimbursable expenses will be reviewed for appropriateness by the County Clerk's
Finance Department and processed accordingly. Evidence of payment by the CORPORATION
shall be in the form of a letter, summarizing the expenses, with supporting documentation
attached. The letter should contain a certification statement as well as a Corporate afficial's
signature. An example of a reimbursement request cover letter is included as A TT ACHMENT
"H".
After the Clerk of the Board examines and approves the request for reimbursement, the
DISTRICT shall reimburse the CORPORATION. However, the total of said reimbursable
expense payments in the aggregate sum shall not exceed the total budgeted allocation during the
term of this agreement.
24. DISTRICT BUDGET
The DISTRICT budget, as adopted, provides funding for personal, operating and capital
expenses necessary or incidental to the provision of the Fire Rescue Services contemplated
within this AGREEMENT. The Monroe County Fire Rescue Coordinator's Office, on behalf of
the DISTRICT, shall be responsible for managing these funds. Monroe County's performance
and obligation to pay under this contract, is contingent upon an annual appropriation by
the BOCC.
25. TRIAL BALANCES
The DISTRICT shall provide a trial balance report to the CORPORATION each month,
to apprise the CORPORATION of budgeted appropriations and the status of expenditures. Other
financial reports will be provided upon request.
26. BUDGET REQUEST
Upon request of the DISTRICT, the CORPORATION shall submit a proposed budget
appropriations request, by line item account, for the forthcoming fiscal year. When deemed
necessary, based on statistical analysis of usage, mileage, serviceability, and/or level of service,
the DISTRICT shall consider a budget appropriations request for refurbishment, replacement, or
purchase of additional vehicles. In such cases, the CORPORATION shall prepare and submit
minimum vehicle and associated and related equipment requirements to the DISTRICT for
review and concurrence. The DISTRICT shall then prepare specifications and procure the
vehicles in accordance with its procurement policies and procedures. The CORPORATION
shall be involved in monitoring all phases of refurbishing or purchasing of vehicles to be used by
the CORPORATION.
27. ANNUAL AUDIT REPORT
The CORPORATION shall present a copy of its annual audit report, prepared by a
certified public accountant licensed to do business in the State of Florida, to the DISTRICT. The
report shall be presented to the DISTRICT within thirty (30) days of its receipt by the
CORPORATION. The CORPORATION shall comply with this requirement for each audit year
concurrent in whole or in part with the term of this AGREEMENT. The cost of such audit shall
be a cost, charge, or expenditure of the CORPORATION for which the DISTRICT, upon receipt
of proper invoices and other applicable documentation, shall reimburse the CORPORATION in a
sum not to exceed the budgeted allocation for same.
28. INDEMNIFICATION
The CORPORATION to the fullest extent permitted by law, shall indemnify and forever
hold harmless the DISTRICT and Monroe County, their officers, agents, and employees, from all
claims of any sort whatsoever that may arise from negligence, acts, or omissions of the paid-part
time and/or full-time employees of the CORPORATION, not related to the provision of Fire
Rescue Services and/or related administrative services.
29. NOTICES
The DISTRICT shall give proper notice to the CORPORATION at any time during the
term of this agreement if the CORPORATION defaults under any provisions specified herein, or
violates any standard specified in the AGREEMENT, or violates any other law, regulation or
standard applicable to furnishing of Fire Rescue Services in Monroe County. In such event, the
County Administrator or designee shall furnish the CORPORATION written notice of any such
default or violation and the CORPORATION shall have thirty (30) days from receipt of said
notice to correct or remedy such default or violation. If such violation is not corrected or such
default is not remedied within said thirty (30) day period, or is of such nature that it can not be
corrected or remedied, this AGREEMENT shall be considered terminated.
Any notice required or permitted to be given hereinafter shall be deemed properly given
at the time it is personally delivered or mailed, properly addressed and postmarked to the
respective address specified below or to such other addresses as may be specified in writing.
To the DISTRICT:
Office of the County Administrator
Public Service Building, Wing II
5825 College Rd. West
Key West, Fl 33040
To the CORPORATION:
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30. INVALIDITY
If any section, subsection, sentence, clause, or provision of this AGREEMENT is held
invalid, the remainder of this AGREEMENT shall not be affected by such invalidity.
IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be
executed the day and year first above written.
BOARD OF GOVERNORS OF THE
LOWER AND MIDDLE KEYS FIRE
AND AMBULANCE DISTRICT,
MONROE COUNTY, FLORIDA
(SEAL)
Attest: .... Danny L. Xolhage, Clerk
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Conch Key Volunteer Fire Department, Inc.
(CORPORATE SEAL)
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t.7" C' President
Attest:
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SWORN STATEMENT UNDER ORDINANCE NO. 10-1990
MONROE COUNTY, FLORIDA
Enncs CLAUSE
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-r C. # ~ A/ &~ .Y warrants that helit has not employed, retained
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or otherwise had act on hislits behalf any former County officer or employee in violation of
Section 2 of Ordinance no. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 10-1990. For breach or violation of this provision the County
may, in its discretion, terminate this contract without liability and may also, in its discretion,
deduct from the contract or purchase price" or otherwise recover, the full amount of any fee,
commission, percentage, gift, or consideration paid to 'die former County officer or employee.
..
Date:
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STATEOF ~~
COUNTY OF ~......, A ~ " ___
PERSONALL Y APPEARED BEFORE ME, the undersigned authority,
p. JI. ~~who. ofter fint beiDa sworn by me, aflixed hislher
signature (name of individual signing) in the space provided above on this ~ day of
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My commission ~es:
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)' ~t-"Y P(J<9( Rose M~,nc Hunter (
{: ~~ -c.. Notary Public, State of Florida ~
P4f' '" W1.~ Commission No. CC 427069 (
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SWORN STATEMENT PURSUANT TO SECTION 287. 133(3)(a),
FLORIDA STATUTES. ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN mE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AumORIZED TO ADMINISTER OATHS. Tbislwom statement is submitted
to C~,;VC# .,t'~ y V'ptp,v;e~. h~ ~~/T
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[print nama of the public entity)
by
T.4Af~ f t::-. /t~.,v-~Y
[print individual's name end fitte]
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for /!c?J'1-'~,# . /{-'7 I/()L v;vr~~A- /IM ~/r.
[print name of entity submitting sworn statement]
whose business address is
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and (if applicable) its Federal Employer Identifica,tion Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number 0' the ~ndividual signing thislWorn
statement: .)
I undentand that a "public entity crime" as defined in Paragraph 28~.133(1)W, Florfd~ Statutes. means a
violation of any Itate or federal law by a penon witb respect to and di~tly related to tbe transaction of business
with any public entity or with an agency or political subdivision of any other state or of the United State$, including,
,,!:/ but not limited to, any bid or contract for goods or services to be provjded to any public entity or an agency or
political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion,
racketeering, conspiracy, or material misrepresentation.
I undentand that "convicted" or "conviction" as defined in Paragraph 287.133(t)(b), Florida Statilt~ means a
fin~ing of guilt or a conviction of a public entity crime, with or without an adjudication of guilt,in~ily federal or
Itate trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result
of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere. I .
.1
I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1
I. A predecessor or successor of a person convicted of a public entity crime; or
2. An entity under the control of any natural person who is active in the management of tbe entity and who has
been convicted of a public entity crime. The term" affiliate" includes those officers, directors, executives, partners,
shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership
by one person of shares constituting a controlling interest in another person, or pooling of equipment ,or income
among persons when not for fair market value under an ann's length agreement, shall be a prima facie case that
one person controls another person. A person who knowingly enters into a joint venture tvith a person who has been
convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate.
I understand that a "person" as ~efined in Paragraph 287. 133(1)(e), Flarida Statutes, means any natural person
or entity organized under the laws of any state or of the United Stateswitb the legal power to enter into a binding
contract and which bids or applies to bid on contracts for the provision of goodt-or tervices'let by a public entity,
or which otherwise transacts or applies to transact business with a public entity. Thetenn "penon" includes those
officers, directors, executives, partners, shareholders, employees, members, and agents who are active In
management of an entity.l.2.3.4.5.
./
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Based on information and belief, the statement which I have marked below is true in relation to the entity
submitting this sworn statement. [Indicate which statement appliea.)
_ Neitber the entity submitting tbis sworn statement, nor any of it. ofticen, directon, executives,
partners, sbareholders, employees, members, or agents who are active in the management of the entity, nor
any affiliate of the entity has been cbarged with and convicted of a public entity crime subsequent to July
1, 1989.
_ The entity submitting this sworn statement, nor any of its officen, directors, executives, partners,
shareholders, employees, members, or agents who are active in the management of the entity, nor an affiliate
of tbe entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989.
_ The entity submitting this sworn statement, or one or more of its officers, directon, executives,
partners, sharebolden, employees, members, or agents who are active in tbe management ofthe entity, or
an affiliate of tbe entity has been cbarged witb and convicted of a public entity crime IUbsequent to July 1,
1989. However, tbere bas been a subsequent proceeding before a Hearing Officer of tbe State of Florida,
Division of Administrative Hearings and tbe Final Order entered by tbe Hearing Officer determined tbat
it was not in the public interest to place tbe entity submitting this sworn statement on the convicted vendor
list. [Attach a copy of tbe final order)
6. I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER
FOR THE PUBLIC ENTITY IDENTIFIED ON PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC
ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR
YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE
PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD
AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OFANY
CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.
/ 1pa!+
Sworn to and subscribed before me this
day of
,19
Personally known
c ~ Produced idenm1~~~i9) _ _.._. _ _._._....' .-:..::~ ,': :!~ ~._
i
Not~I"Y ....bli~.; Stat~ of _._..._______
M,..Commissiqn expires
(Type of identification)
(printed typed or stamped ,
comminioned name of notary public)
Form PUR 7068 (Rev. 06/11/92)
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Attachment A
OPERATIONAL RESPONSE
DOCUMENT
ATTCH-A.DOC
OS/27/97
This dacument anly details the minimum number af appropriately trained persannel, the minimum
number and type af matar vehicles and equipment, and the maximum respanse time established
far initial respanses to. variaus kinds af incidents requiring Fire Rescue Services; it is nat intended
to. be all inclusive. The actual allacatian af tire rescue resaurces by the Corparatian to. a particular
incident shauld be based upan and propartianate to. its magnitude.
Additianally, autamatic aid and mutual aid shauld be used apprapriately to. ensure the pravisian of
effective Fire Rescue Services.
Nathing in this sectian creates, or is intended to. create any duty, abligatian ar liability an behalf af
the Fire Department to. any third party based an the Fire Department's failure to. respand within the
time parameters described in this sectian.
1.) STRUCTURE FIRES
Minimum respanse staff:
4-FF respanding with apparatus .Q(
being an scene nat later than 2 minutes
after apparatus' arrival an scene, under narmal
reSDanse canditians.
Minimum apparatus respanse:
1 Class "A" pumper;
Maximum apparatus respanse time:
Arrival an scene 10 minutes fram dispatch; 5
miles ar less fram Fire Statian, Under narmal
respanse canditians. Respanses which
exceed the maximum respanse time are
to. be dacumented and farwarded to.
MCFR affice
2.) OUTSIDE FIRE- (fires which threaten life or structures)
Minimum respanse staff:
4-FF respanding with apparatus ar
beino an scene nat later than 2 minutes
after apparatus' arrival an scene, after
apparatus' arrival an scene, under narmal
reSDanse canditians.
Minimum apparatus respanse:
1 Class MA" pumper;
Maximum apparatus respanse time:
Arrival an scene 10 minutes fram dispatch; 5
miles ar less fram Fire Statian, Under narmal
respanse canditians. Respanses which
exceed the maximum respanse time are
to. be dacumented and farwarded to.
MCFR affice
ATTCH-A.DOC
1
3.) HEAVY RESCUE/EXTRICATION
Minimum respanse staff: 4-FF respanding (All trained in
extricatian)with apparatus ar being an
scene nat later than 2 minutes after
apparatus' arrival an scene, after apparatus'
arrival an scene, under narmal respanse
canditians.
Minimum apparatus respanse: 1 - apparatus apprapriately equipped far the type
af incident;
Maximum apparatus respanse time: Arrival an scene 10 minutes fram dispatch; 5
miles ar less fram Fire Statian,~
narmal respanse canditians. Respanses
which exceed the maximum respanse
time are to. be dacumented and farwarded to.
MCFR affice.
4.) LIGHT RESCUE-MEDICAL 1ST. RESPONDERlBLS
Minimum respanse staff:
Minimum apparatus respanse:
Maximum apparatus respanse time:
5.) HAZ-MAT
Minimum respanse staff:
Minimum apparatus respanse:
Maximum apparatus respanse time:
ATTCH-A.DOC
2-FF respanding with apparatus ar POVs
bein9 an scen~ nat later than 12 minutes
after tane aut, after apparatus' arrival an scene,_
under narmal respanse canditians.
1-apparatus ar POV appropriately equipped far
the type af incident;
Arrival an scene 10 minutes fram dispatch; 5
miles ar less fram Fire Statian, Under nQrmal
respanse canditians. Respanses which
exceed the maximum respanse time are
to. be dacumented and farwarded to.
MCFR affice
4 (maximum 1 trained in awareness level HAZ-
mat respanse).
1-apparatus best equipped far the type af
incident;
Arrival an scene 10 minutes fram dispatch; 5
miles ar less fram Fire Statian, Under narmal
respanse canditians. Respanses which
exceed the maximum respanse time are
to. be dacumented and forwarded to.
MCFR affice
2
, .
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6.) MUTUAL AID- To. be pravided as requested ar if not specified as follows. Under all
circumstances the department pravidlng mutual aid shall ensure that their primary
area af responsibility shall be adequately cavered.
Minimum respanse staff:
4 tiretighters; ar as requested.
Minimum apparatus respanse:
1-Class "A" pumper ar tanker as available.
Additianal apparatus as requested;
Maximum respanse time:
To. be determined district by district.
7.) OTHER EMERGENCIES (emergencies ather that thase Invalvlng life ar structures)
Minimum respanse staff:
2 ar greater, based upan the incident.
Minimum apparatus respanse:
1-apparatus ar POVs best equipped far the type
at incident;
Maximum respanse time:
10 minutes fram dispatch; 5 miles ar less fram
Fire Statian ar POV lacatian, under narmal
resDan~e canditians,
8.) NON-EMERGENCIES
Minimum respanse staff:
1-2 FF ar as needed.
Minimum apparatus respanse:
1-apparatus ar POVs best equipped far
the type af incident;
Maximum apparatus! POV respanse time:
10-20 minutes from dispatch ar as
directed; miles ar less fram Fire Statian
ar POV lacatian.
ATTCH-A.DOC
3
Attachment B
OS/27/97
MONROE COUNTY
FIRE/RESCUE
JOB DESCRIPTIONS AND QUALIFICATIONS
PURPOSE: The purpose of this standard is to establish requirements for each
and every position of the fire department. No person shall be accepted into,
promoted within, or advanced to a higher position in any Monroe County
Volunteer Fire Department without first being certified as qualified to the level
herein established through the Monroe County Fire Rescue Department.
Persons not qualifying will be granted one year to successfully meet the
requirements of the position they currently hold. Failure to pass the written and
practical test shall require the person to take and successfully pass the course in
question in order to continue in the position. A verbal test may be given in place
of a written test.
A challenge to the written or verbal test, accompanied by a practical test, may
be allowed in lieu of taking the course. Failure to pass the challange to the
written test shall require the person to take and sucessfully pass the course in
question in order to continue in the position. Any other documented training and
experience which is equal to or better than that provided by Monroe County shall
be acceptable if approved by the office of the Monroe County Fire Rescue
Department.
A wavier of time in r~nk or service (only) may be granted if the person is best
suited for the position. The waiver of time in rank and service shall be granted
only if both the Chief of the Department making the request and the Fire Rescue
Coordinator agree on the waiver.
1
Position Of Fire Chief
FIRE CHIEF: The Fire Chief is the overall head of the fire department; with
duties to include: Establish the goals for a total fire protection plan; determine
the requisite budget to support the program; justify the budget/program; interpret
fire service legislation; execute the personnel standard of Monroe County and
issue the orders necessary for administering personnel procedures. The Chief of
the Department or his or her designee, in writing, shall have requesting authority
applicable to procurement. The Chief shall attend 40 hours of training each year,
and keep informed on the latest developments in the fire service.
REQUIREMENTS: The requirements of Fire Chief are: have at least eight (8)
years experience in firefighting, with at least three (3) years of supervisory
experience; meet the minimum requirements of a company officer; be proficient
in Incident Command (IC), should be able to produce written communications to
personnel about operations and have a complete understanding of the Monroe
County volunteer system. Minimum requirements of this position are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper;
6. Hazardous Materials course (awareness level)
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
ATTCH-B.DOC
2
Position Of Deputy Fire Chief
DEPUTY FIRE CHIEF: The primary function of the Deputy Fire Chief is to
assume the responsibilities of the Fire Chief if not available. He will also oversee
the fire department operation to insure that the overall objective of the fire
department is being met. The Deputy Fire Chief will also coordinate the activities
of the fire department assisting the Fire Chief during normal routine jOb functions
and shall attend 40 hours of training each year.
During fire emergencies the Deputy Fire Chief will report directly to the scene
and report to the Fire Chief for further instructions. In the absence of the Fire
Chief, he will assume command at the scene. He may assume the scene from
an Assistant Fire Chief if he feels the need is present or he may assist the
Assistant Fire Chief in performing other functions at the fire scene.
REQUIREMENTS: The requirements of the Deputy Fire Chief are that he must
have at least six (6) years experience in firefighting with at least three (3) years
of supervisory experience, meet the minimum requirements of a company
officer, be proficient in Incident Command, and have an understanding of the
Monroe County volunteer system. The Deputy Fire Chief should be able to
produce written communications to the personnel that effect the operation.
Minimum requirements of this position are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper;
6. Hazardous Materials (awareness level)
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
ATTCH-B.DOC
3
Position Of Assistant Fire Chief Communication &
Community Involvement
ASSISTANT FIRE CHIEF COMMUNICATION & COMMUNITY INVOLVEMENT:
The Assistant Fire Chief will assist the Fire Chief in developing programs to
enhance the communication abilities of the fire department and also involve the
fire department in programs that project a positive image of the fire department
within the community. He will also assist in the training of fire department
personnel in firefighting techniques when called upon to do so.
During fire emergencies, the Assistant Fire Chief will respond directly to the
scene of the emergency and report to the Incident Commander for further
instructions and job assignments.
REQUIREMENTS: The Assistant Fire Chief must have at least five (5) years of
firefighting experience with two (2) years at the supervisory level. He must
possess the ability to supervise large numbers of firefighters during normal and
emergency operations. He must possess minimum requirements of a company
officer, be proficient in Incident Command, and have an understanding of the
Monroe County volunteer system. The Assistant Fire Chief should be able to
produce written communications to personnel that effect the operation above,
and shall attend forty (40) hours of training each year. Minimum requirements of
this position are as follows:
1. Completion of FireFighter I and II, "' requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous Materials COurse (awareness level).
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
,.-'
ATTCH-B.DOC
4
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Position Of Assistant Fire Chief (Administration)
ASSISTANT FIRE CHIEF (ADMINISTRATION): The Assistant Fire Chief is
responsible for assisting the Fire Chief in developing administrative functions of
the fire department. He will ensure that all fire department personnel are
informed and kept abreast of any changes that effect the operation of the fire
department.
During fire emergencies the Assistant Fire Chief will respond to the scene of the
emergency and will report directly to the scene commander for further
instructions and job assignments.
REQUIREMENTS: The Assistant Fire Chief must have at least five (5) years of
firefighting experience and at least two (2) years of experience at the supervisory
level. He must also possess the ability to lead a large number of firefighters at
the scene of an emergency and during normal duties meet minimum
requirements of a company officer, be proficient in Incident Command, and have
an understanding of the Monroe County volunteer system. He must possess
minimum requirements of a company officer. The Assistant Fire Chief should be
able to produce written communications to the personnel that effect the
operation, and shall attend forty (40) hours of training each year. Minimum
requirements of this position are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous course (awareness level).
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
ATTCH-B.DOC
5
Position Of Assistant Fire Chief (Training)
ASSISTANT FIRE CHIEF (TRAINING): The Assistant Fire Chief of training will
assist the Fire Chief in the development of a sound training program to benefit
the entire fire department. This will include coordination with other agencies to
provide required training within the department. He will also maintain fire
department and personnel records concerning training. The Assistant Fire Chief
will also develop a testing program in order to ensure that there are qualified
personnel available at all times.
During fire emergencies the Assistant Fire Chief will respond direc~ly to the
scene and report directly to the Incident Commander for further instructions and
job assignments.
REQUIREMENTS: The Assistant Fire Chief must have at least five (5) years of
firefighting experience with at least two (2) years of skills necessary to handle a
large number of firefighters at the scene of an emergency or during normal
duties, be proficient in Incident Command, and have an understanding of the
Monroe County volunteer system. He must possess minimum requirements of a
company officer. The Assistant Fire Chief should be able to produce written
communications to the personnel that effect the operation, meet minimum
requirements of a company officer, and shall attend forty (40) hours of training
each year.
Minimum requirements of this position are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous Materials course (awareness level).
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
STAFF FUNCTIONS
PERSONNEL MANAGEMENT: Supervising the recruitment, selection and
promotion of personnel; supervising the administration of discipline with the
department.
COMMUNITY RELATIONS: Interfacing with the public and the news media to
tell the fire department story.
TRAINING: Training of all personnel in their job skill; administrating continuing
education programs in special subject areas; administering the fire department
safety program and administrating the pre-fire planning.
ATTCH-B.DOC
6
COMMUNICATIONS: Responsible for the distribution of all relevant information.
(Staff functions are advisory in nature and help Incident Commander (IC) in the
decision-making role by providing information feedback.)
ATTCH-B.DOC
7
Position Of Station Captain
STATION CAPTAIN: The Station Captain will be assigned a station for which he
is responsible and carry the rank of Captain. He will be responsible for the
accomplishments of the station duties and the supervision of the personnel
assigned to that station. The Station Captain will ensure that all fire department
records and reports produced by the assigned station are complete and sent to
the appropriate chief officer in a timely manner.
During fire emergencies the Station Captain will report directly to the station and
respond to the scene on the vehicle he is assigned. Upon arrival at the scene of
the emergency, the Station Captain will assume command of operation until
relieved by a chief officer. At that time, he will direct his crew in their assigned
firefighting operation or other job tasks assigned by the Chief officer. If the
emergency is out of the assigned chief officer's response district, the Station
Captain will ensure that personnel are available for additional responses or
alarms. He will also be responsible for monitoring the emergency and carry out
any instructions he receives from the Incident Commander or his designate.
REQUIREMENTS: The Station Captain must have at least four (4) years
firefighting experience with at least one (1) year as a company officer, and shall
attend forty (40) hours of training each year
and be proficient in Incident Command. Minimum requirements of this position
are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous Materials course (awareness level).
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
ATTCH-B.DOC
8
Position Of Rescue Captain
RESCUE CAPTAIN: The Rescue Captain will be assigned to the rescue vehicle
and be responsible for that vehicle only. He will ensure that Standard Operating
Procedures (SOP) are established for rescue operations and with other qualified
personnel provide training and certification for rescue duties. The Rescue
Captain will ensure that the rescue vehicle is kept in a high state of readiness at
all times to ensure proper responses.
During fire emergencies the Rescue Captain will respond directly to the station
and respond to the scene with his crew. Upon arrival he and his crew will don
breathing apparatus and advance appropriate hand lines into the building to
perform primary rescue. Upon completion of the primary rescue, he will take
necessary actions to stop the spread of fire until relieved by the engine company
crew. He will then perform a secondary rescue search and report to the Incident
Commander for further instructions. On emergency responses that require the
II Jaws of Life", the Rescue Captain will take control of the scene and will direct
his crew during the operation. The chief officer on the scene will provide
necessary resources requested and act as Incident Commander.
REQUIREMENTS:, The Rescue Captain must have at least four (4) years of
firefighting experience and at least one (1) year of company officer level
experience. He shall also be fully proficient in the operation of the Jaws and
rescue principles, be proficient in Incident Command, and be a state certified
Emergency Medical Technician (EMT) or within one year of being instated as a
rescue captain, and shall attend forty (40) hours of training each year. Minimum
requirements of this position are as follows:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous material COurse (awareness level).
7. Completion of a Company Officer Leadership COurse;
8. Completion of a Fire Strategy and Tactics COurse
A TTCH-B.DOC
9
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Position Of Lieutenant/Company Officer
LIEUTENANT/COMPANY OFFICER: The Lieutenant will be assigned to an
engine company and be responsible for the crew and vehicle assigned. He will
ensure that the vehicle and the equipment on the vehicle are maintained in a
high state of readiness. The Company Officer will also ensure that his crew
receives adequate training in basic firefighting, along with the designated duties
required of that vehicle. He will complete all necessary reports and records and
turn them in to the Station Captain for his review. The Company Officer may be
required to assume the duties of the Station Captain in his absence.
During fire emergencies, the Company Officer will respond directly to the station
and ensure his crew is fully manned and dressed out before responding. When
responding to the scene of the emergency the Company Officer should receive
instructions from the officer in charge. If no instructions are received, then he
will report directly to the Incident Commander for further instructions. If he is the
first arriving vehicle on the scene, he will assume command until relieved by a
senior officer. He shall attend forty (40) hours of training every year.
REQUIREMENTS: The Company Officer must have at least two (2) years
firefighting experience and the ability to direct and train a small group of
firefighters and shall have a minimum of FireFighter III Classification. The
following courses are to be completed within one year of appointment:
1. Completion of FireFighter I and II, III requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper.
6. The completion of a Hazardous Materials Course (awareness Level).
7. Completion of a Company Officer Leadership course;
8. Completion of a Fire Strategy and Tactics course
ATTCH-B.DOC
10
Position Of Safety Officer
SAFETY OFFICER: The fire department Safety Officer is a staff function
position with no authority or responsibility in performing line officer's duties. The
Safety Officer is responsible to ensure that all fire department operations, both
emergency and routine, are performed in a safe manner. The Safety Officer
works under the Assistant Fire Chief of training and reports any safety hazards
that have been found within the workplace to the Assistant Chief of training for
corrective actions.
During fire emergencies, the Safety Officer reports directly to the scene of the
emergency and reports in to the Incident Commander. At the scene, the Safety
Officer is responsible for monitoring the situation for possible unsafe acts on the
outside of the structure only. The Safety Officer will not direct firefighters in any
firefighting operations unless the actions being undertaken may cause injury or
damage to fire department personnel or equipment. At no time will the Safety
Officer enter the structure or the immediate emergency scene while fire
operations are in progress.
REQUIREMENTS: The Safety Officer will understand department safety
procedures on the fire ground, in-house, in-route and Standard on Monroe
County Fire Rescue Occupational Safety and Health Program. The Safety
Officer will be responsible for the management of this health program.
1. Certified as a C.P.R. Instructor;
2. State certified EMT or First Responder;
3. Completion of FireFighter II;
4. Demonstrate knowledge of safety procedures;
5. Demonstrate knowledge of NFPA 1500 and 1501.
6. The completion of a Hazardous Materials Course (Awareness Level).
ATTCH-B.DOC
11
Position Of Driver/Engineer
DRIVER/ENGINEER: The engineer will be assigned to an engine company
where he will be responsible for the operational capability and minor
maintenance of that vehicle. He will assist the Company Officer in training crew
members in the operation of the vehicle. He may be required to fill the Company
Officer's position in his absence. During fire emergencies the engineer will
respond directly to the station and man the assigned vehicle. He will respond to
the scene of the emergency using the safest route and obeying the standard for
responses. Upon arrival he will take direction from the company officer and
maintain proper water supply and pressures needed. He will also assist
personnel in the acquisition of equipment on the fire ground.
REQUIREMENTS:
The driver/engineer shall have complete knowledge of location and usage of
1. equipment assigned to that vehicle
2. must have at least one 1 year of firefighting experience
3. be completely certified on the fire department vehicles
4. be certified FireFighter III
5. certification of a driver/engineer course
6. attend forty (40) hours of training every year.
A ITCH-B.DOC
12
Fire Fighters
FireFighter: Firefighters will be responsible for maintaining their vehicle and
equipment in a high state of readiness. They will assist the Engineer in the
checkout of the vehicle and train to the level of certification for the assigned
vehicle as a back-up Engineer. Firefighters are responsible for taking advantage
of the available training to improve their skills as a firefighter. They must be
certified annually on the ability to perform as a firefighter.
During fire emergencies firefighters will respond directly to the station and man
their assigned vehicle. They will take direction from their superiors while
responding and at the scene of the emergency. When certified as a
Drive/Engineer, they may be required to assume that position and shall have a
complete understanding involving all safety policies and procedures.
AITCH-B.DOC
13
Position Of Firefighter" I
FireFighter III: Personnel shall be the core of the volunteer fire department's
fighting force. They shall be utilized for all interior firefighting as well as in
supervisory positions when needed. They may drive, or operate fire department
vehicles if certified as drive/operator for that unit, or ordered by a fire officer.
FireFighter III personnel may, in the absence of a fire officer, be temporarily
appointed as a fire officer. They may also assume command if no fire officer is
present or in charge of any fire-ground or rescue operation.
REQUIREMENTS: FireFighter III classification:
1. Completion of FireFighter I and II requirements;
2. Sixty (60) hours volunteer firefighter course;
3. The completion of an Incident Command class;
4. Demonstrate a complete knowledge of firefighting equipment and
practices;
5. Certified driver/operator on pumper;
6. Hazardous material course (awareness level).
ATTCH-B.DOC
14
Position Of FireFighter II
FireFighter II: Personnel will be utilized in exterior firefighting under direct
supervision of a fire officer or FireFighter III during all fire ground and rescue
operations. They will be limited to interior firefighting and under direct
supervision of a fire officer or firefighter III during all fire ground, rescue
operations and training.
FireFighter II personnel may drive or operate fire department vehicles if certified
as driver/operator for that unit, or ordered by a fire officer. They may also be
used for support type activities, during all fire ground and rescue operations and
training.
REQUIREMENTS: FireFighter II classification:
1. Forty (40) hour volunteer firefighter course;
2. The completion of an Incident Command class;
3. Demonstrate a complete knowledge of firefighting equipment and
practices;
4. Completion of a driver operator course for fire apparatus.
ATTCH-B.DOC
15
_.. ....'_.'... ~ .~.... '--'''''~"",.~-...~ .",._-_. ."-'0' ......._....~._...__...,._. " ......._..__._._... . ________ _ .
Position Of FireFighter I
FireFighter I: Personnel shall consist of all new members who wish to be
involved in firefighting activities regardless of previous experience or training and
shall be designated FireFighter I Trainee. They will remain a trainee until
completion of training of FireFighter I. Each member shall remain in this
classification for a minimum of six (6) months.
FireFighter I personnel will be limited to exterior firefighting and be under direct
supervision of a fire officer or FireFighter III during all fire ground and rescue
operations or training. They shall not drive or operate a fire department vehicle.
They may, however, be used for support type activities, under direct supervision
during all fire ground, rescue operations and training.
REQUIREMENTS: The requirements of a FireFighter I are: That they must
successfully complete the probation period and acquire certification as a
FireFighter I. The fire chief may waive these requirements if the individual can
provide verifiable written proof of prior experience to the satisfaction of Fire
Rescue Coordinators office.
Upon completion of the following a department member will advance to a
FireFighter I classification and become eligible to begin training for FireFighter II:
1. Acceptance to membership in the volunteer fire department to which
they applied;
2. Obtain a recent medical physical;
3. Possess a Florida driver license;
4. Demonstrate a basic knowledge of firefighting equipment and
practices;
5. Possess a current first responder and C.P.R. card or better;
6. Hazardous Materials I.
ATTCH-B.DOC
16
"-
ATTACHMENT "C"
CAPTIALINVENTORY
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""\ '" "'\ "" ,~, r, "'l :"\ "" ~' ." ~ ~
ATTACHMENT "D"
G FIRE DEPARTMENT MAINTENANCE SCHEDULE
''--''
-/
\----
WEEKL Y VEHICLE CHECKLIST FOR CLASS A PUMPER
UNIT NUMBER
MONTH
,-"
DATE:
BATIERY CHECK
TlRESI AIR/LUGS
FUEL LEVEL
ENGINE OIL LEVEL
OTHER OIL LEVEL
COOLING SYSTEM
EMERGENCY LIGHTS
FLASHLIGHTS
AIR BOTILES
BRAKING SYSTEM
PUMP CHECK
BOOSTER -rANK LEVEL
CHANGE TANK WATER ,
(TWICE MONTHLY)
EXERCISE VAL VESI APPLIANCES
PRIMER PUMP OIL
SCBA
AIR BAGS
PORTABLE OXYGEN
K-1200
CHAIN SAWS .
SMOKE EJECTOR (GAS)
SMOKE EJECTOR (ELEC)
GENERATOR
PORT GENtRATOR
HURST SPREADERS
HURST CtTITERS
HURST RAMS
C-IO AIR GUNS ,-
RADIOS
i
....
WEEKLY VEHICLE CHECKLIST - AERIALS
.\......-
UNIT NUMBER
MONTH
DATE:
BATTERY CHECK
TlRES/AIR/LUGS
FUEL LEVEL
ENGINE OIL LEVEL
HYDRAULIC OIL LEVEL
COOLING SYSTEM
EMERGENCY LIGHTS
FLASHLIGHTS
AIR BOTTLES
BRAKING SYSTEM
"H
PUMP CHECK
BOOSTER TANK LEVEtl
CHANGE TANK WATER
(TWICE MONTI:lL Y)
EXERCISE
VALVES/APPL~CES
PRIMER PUMP OIL
SCBA
PORTABLE OXYGEN
K-1200
CHAIN SAWS
SMOKE IpECTOR (GAS)
SMOKE EJECTOR (ELEC)
GENERATOR
PORT GENERATOR
FLYAERlAL
-
RADIOS
\.;
WEEKLY UTILITY VEHICLE CHECKLIST
UNIT NUMBER
MONTH
DATE:
BA TTER Y CHECK
TIRES/AIR/LUGS
FUEL LEVEL
ENGINE OIL LEVEL
OTHER OIL LEVEL
COOLING SYSTEM
EMERGENCY LIGHTS
FLASHLIGHTS
AIR BOTTLES
BRAKING SYSTEM
,
GENERATORS
PORTABLE PUMPS \
PORTABLE GENERATORS
PORTABLE OXYGEN
OWN SAW
SMOKE EJECTOR (GAS)
SMOKE EJECTOR (ELEC)
HURST PUMP
HURST SPREADERS
PORTABLE LIGHTS
SCBA ,
SCUBA
RADIOS
\.-'
ATTACHMENT "E"
CORPORATE VEHICLES
'-
\-
ATTACHMENT "F"
MEDICAL EXAMINATION REQUIREMENTS
----."
. --'~"--"-'._" - "--"!ic.~"'.' ~ ~.__"'~_",,", _ _ .'_" _. ___"_ _.
. '-----'~
\....:..-
(2) The Bureau of Fire Standards and Training shall consider the results of the
fIngerprint procedure outlined in Section 633.34, Florida Statutes, in making a determination
as to the applicant's good moral character. .
'-"
Specific Authority 633.45(2) (a) FS. Law Implemented 633.35(2),
633.45(1) (a) FS. Histo~--New 9-7-81, Formerly 4A-37.04,
4A-37.36. Amended 11-26-85, 1-3-90, 3-20-95.
4A-37.037 Firefighter Training Course Medical Examination.
(1) Pursuant to Section 633.34(5), Florida Statutes, an individual shall submit to the
division a medical examination evidencing good physical condition in order to gain admission
into a fIrefIghter training program.
(2) The medical examination shall be given by a physician or surgeon licensed to
practice in the State of Florida pursuant to Chapter 458, Florida Statutes, or an osteopathic
physician or surgeon licensed to practice in the State of Florida pursuant to Chapter 459,
Florida Statutes. An individual shall receive this examination within six months from the date
the application for fIrefIghter certification is received by the Bureau of Fire Standards and
Training.
(3) The results of the medical examination shall be reported to the Bureau of Fire
Standards and Training on completed Form FST-2 entitled "Medical Examination." Form
FST-2 is incorporated by reference in rule 4A-37.039(2), and can be obtained where indicated
in rule 4A-37.039(1).
Specific Authority 633.45(2) (a) FS. Law Implemented 633.34(5)
FS. Histo~--New 9-7-81, Formerly 4A-37.05, 4A-37.37, Amended
11-26-85, 1-3-90, 6-30-91, 3-20-95.
~;;
4A-37.0371 Non-Use of Tobacco.
(1) Non-use of tobacco or tobacco products for at least one (1) year immediately
preceding application is required prior to certification as a firefighter, pursuant to section
633.35(2), Florida Statutes.
(2) Individuals applying for a Certificate of Compliance, under the provisions of
Section 633.35, F.S., on and after June 19, 1989 shall be required to submit a completed
FST-50 form entitled "Tobacco Affidavit" to the Bureau of Fire Standards and Training
attesting that they have not used tobacco or tobacco products for at least one (1) year
immediately preceding their application date. Form FST-50 is incorporated by reference in
rule 4A-37.039(2), and can be obtained where indicated in rule 4A-37.039(1).
Specific Authority 633.45(2) (a) FS. Law Implemented 633.35(2)
FS. Histo~--New 1-3-90, Amended 6-30-91, 3-20-95.
4A-37.0385 Tennination of Employee.
Upon the termination of employment of a fIrefighter, the employing agency shall
forward to the Bureau of Fire Standards and Training a completed form FST-3, entitled
"Notice of Termination." This form shall be forwarded within ten (10) working days after
-"
- 4 -
Revised 3/95
4
~.
FIREFIGHTER
MEDICAL EXAMINATION FORM
MEF-l
TO BE FILLED IN BY EXAMINING PHYSICIAN (PLEASE PRINT)
FIREFIGHTER'S NAME:
LAST
FIRST
MIDDLE
SOCIAL SECURITY #
HEIGHT:
FT.
IN. WEIGHT:
LBS.
FAR VISUAL ACUITY UNCORRECTED - BINOCULAR
20/_
FAR VISUAL ACUITY CORRECTED
- BINOCULAR
201
CORRECTION ACCOMPLISHED UTILIZING: (CIRCLE ONE)
HARD CONTACTS - SOFT CONTACTS - SPECTACLES
PERIPHERAL VISION: DEGREE OF VISUAL FIELD PERFORMANCE IN THE HORIZONTAL
MERIDIAN WITHOUT CORRECTION.
LEFT EYE
RIGHT EYE
CAN THE FIREFIGHTER IDENTIFY RED, GREEN AND YELLOW? YES NO
BLOOD PRESSURE READINGS: SYSTOLIC
; DIASTOLIC
CLINICAL EV ALUA TION OF 12 LEAD EKG
AUDITORY-HEARING DEFICIT IN THE PURE TONE THRESHOLDS AS INDICATED:
LEFT EAR
RIGHT EAR
500 Hz
1000 Hz
2000 Hz
3000 Hz
dB
dB
dB
dB
dB
dB
dB
dB
PLEASE CHECK WHETHER EACH OF THE FOLLOWING SYSTEMS ARE
NORMAL (N) OR ABNORMAL (AB)
N
AB
1. DERMATOLOGICAL SYSTEM
2. EARS. EYES, NOSE, MOUTH, THROAT
3. CARDIOVASCULAR SYSTEM
4. RESPIRATORY SYSTEM
MEF-I
10/96
--.........,
'--
MEDICAL EXAMINATION FORM
MEF-l
N
AB
5. GASTROINTESTINAL SYSTEM
6. GENITOURINARY SYSTEM
7. ENDOCRINE AND METABOLIC SYSTEMS
8. NnJSCULOSKELETALSYSTEM
9. NEUROLOGICAL SYSTEM
IF THERE ARE ANY ABNORMALITIES NOTED DURING THE EXAMINATION OR EKG, A
WRITIEN CLARIFICATION OF THE EXTENT AND TYPE OF ABNORMALITY MUST
ACCOMPANY THE MEDICAL EXAMINATION. IT IS IN THE BEST INTEREST OF THE FIRE
FIGHTER THAT THE EXAMINING PHYSICIAN CAREFULLY NOTE ALL ABNORMALITIES
WHICH MIGHT PREDISPOSE THE FIREFIGHTER TO INJURY OR AGGRA VA TION OF THE
CONDITION BECAUSE OF THE NATURE OF THE TASKS REQUIRED OF A FIREFIGHTER.
COMMENT ON ABNORMALITIES:
BASED ON THE RESULTS OF THIS MEDICAL EV ALUA TION, THE FIREFIGHTER
MEDICALLY FIT TO ENGAGE IN FIREFIGHTING.
IS - IS NOT
PHYSICIAN'S NAME (PRINlj
PHYSICIAN'S SIGNATURE
DATE
PHYSICIAN'S OFFICE ADDRESS
<---->
TELEPHONE NUMBER
'--,
MEF-I
10/96
2
---'
NFPA 1582
1582-5
Standard on
\......; .
Medical Requirements for Fire Fighters
1992 Edition
NOTICE: An asterisk (*) following the number or ICllcr
designating a paragraph indicates explanatory material on
that paragraph in Appendix A.
Chapter 1 Administration
'~~
I-I Scope.
I-I.I This standard contains medical requirements for
fire fighters, including full-time or part-time employees
and paid or unpaid volunteers.
1-1.2 These requirements are applicable to organizations
providing rescue, fire suppression, and other emergency
services, including public, military, private, and industrial
fire departments.
1-1.3 This standard does not apply to industrial fire bri-
gades that also may be known as emergency brigades,
emergency response teams, fire teams, plant emergency
organizations. or mine emergency response teams.
1-2 Purpose.
1-2.1 The purpose of this standard is to specifY minimum
medical requirements for candidates and current fire fighters.
1-2.2 The implementation of the medical requirements
outlined in this standard will help ensure that candidates
and current fire fighters will be medically capable of per-
forming their required duties and will help to reduce the
risk of injuries and illnesses.
1-2.3 Nothing herein is intended to restrict any jurisdic-
tion from exceeding these minimum requirements.
1-3 Implementation.
1-3.1 For candidates. the medical requirements of this
standard shall be implemented when this standard is
adopted by an authority havingjurisdiction on an effective
date specified by the authority having jurisdiction.
1-3.2 When this standard is adopted by ajurisdiction, the
authority having jurisdiction shall set a date or dates for
current fire fighters to achieve compliance with the
requirements of this standard and shall be permitted to
establish a phase-in schedule for compliance with specific
requirements of this standard in order to minimize per-
sonal and departmental disruption.
1-4 Definitions.
Approved. - Acceptable to the "authority having juris-
diction."
Authority Having Jurisdiction. The "authority having
ju risdiction" is the organization, office or individual
responsible for "approving" equipment, an installation or a
procedure.
"-':~';"-
.:; f~,--~;~7'.-!'~ -'.<,"
. . "'~'~-"U_l!'l.\,.-.' r~.,~t...._,......_..,... __ #__
ADMINISTRATION
Candidate.- A person who has made application to
commence performance as a fire fighter.
Category A Medical Condition. A medj~al condition
that would preclude a person from perfor~lng as ~ fire
fighter in a training or emergency operatIOnal envIron-
ment by presenting a significant risk to the safety and
health of the person or others.
Category B Medical Condition. A medical condition
that, based on its severity or degree, may preclude a per-
son from performing as a fire fighter in a t~aining. or .emer-
gency operational environment by presenting a slgmficant
risk to the safety and health of the person or others.
Current Fire Fighter. A person who is already a mem-
ber and whose duties require the performance of essential
fire fighting functions.
Drug. Any substance, chemical, over-the-counter med-
ication, or prescribed medication that may affect the per-
formance of the fire fighter.
Emergency Operations. Activities of the fire depart-
ment relating to rescue, fire suppression, and special oper-
ations, including response to the scene of the incident and
all functions performed at the scene.
Evaluation. See Medical Evaluation.
Fire Department Physician. The licensed doctor of
medicine or osteopathy who has been designated by the
fire department to provide professional expertise in the
areas of occupational safety and health as they relate to
emergency services.
Fire Fighter.- A member of a fire department whose
duties require the performance of essential fire fighting
functions or substantially similar functions.
Medical Evaluation. The analysis of information for
the purpose of making a determination of medical certifi-
cation. Medical evaluation mayor may not include a med-
ical examination.
Medical Examination. An examination performed or
directed by the fire department physician that incorporatcs
the components described in 2-4.1.4.
Medically Certified. A determination by the fire
department physician that the candidate or Currcnt fire
fighter meets the medical requirements of this standard.
Member. A person involved in performing the duties
and responsibilities of a fire department,_ under the aus-
pices of the organization. A fire department member may
be a full-time or part-time employee or a paid or unpaid
volunteer, may occupy any position or rank within the fire
department, and mayor may not engage in emergency
operations.
Shall.' Indicates a mandatory requirement.
Should. This term, as used in the appendixes, indi-
cates a recommendation or that which is advised but not
required.
1992 Edition
1582 -.6
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
Chapter 2 Medical Process
2-1 Medical Evaluation Process.
V.I. The fire d.epartment shall estab~ish and implement
a medical evaluatIOn process for candidates and current
fire fighters.
2-1.2 The medical evaluation process shall include pre-
placement medical evaluatio~s, periodic. medical evalua-
tions, and return-to-duty medical evaluations.
2-1.3 The fire department shall ensure that the medical
evaluation process and all medical evaluations meet all of
the requirements of this section.
2-1.4 Each candidate or current fire fighter shall cooper-
ate. participate, and comply with the medical e~aluation
process and shall provide compl~~e and accurate mforma-
tion to the fire department physIcIan.
2-1.5. Each candidate or current fire fighter shall, on a
timely basis, report to th~ .fire departm:nt physici~n any
exposure or medical conditIon that may mterfere With the
ability of the individual to perform as a fire fighter.
2-1.6 If the candidate or current fire fighter presents
with an acute medical problem or newly acquired chronic
medical condition, medical evaluation shall be postponed
until that person has recovered from this condition and
presents to the fire department for review.
2-2 Fire Department Physician.
!. I. The fire department physician shall be a licensed
Goctor of medicine or osteopathy.
2-2.2. The fire department physician shall be qualified to
provide professional expertise in the areas of occ~pational
safety and health as they relate to emergency servIces.
2-2.3. For the purpose of conducting medical evalua-
tions, the fire department physician shall understand the
physiological and psychological demands placed on fire
fighters and shall understand the environmental condi-
tions under which fire fighters must perform.
2-2.4 The fire department physician shall evaluate the
person to ascertain the presence of any medical conditions
listed in this standard.
2-2.4.1 When medicai evaluations are conducted by a
physician other than the fire department physician, the
evaluation shall be reviewed and approved by the fire
d~artment physician.
2-3. Preplacement Medical Evaluation.
2-3.1 The candidate shall be certified by the fire depart-
ment physician as meeting the medical requirements of
Chapter 3 of this standard prior to entering into a training
program to become a fire fighter or performing in an
emergency operational environment as a fire fighter.
'----"
, 992 Edition
2-3.2 The candidate shall be evaluated according to the
medical requirements of Chapter 3 of this standard to
assess the effect of medical conditions on the candidate's
ability to perform as a fire fighter.
2-3.3 A candidate shall not be certified as meeting the
medical requirements of this standard if the fire depart-
ment physician determines that the candidate has any Ca~-
egory A medical condition specified in Chapter 3 of this
standard.
2-3.4. A candidate shall not be certified as meeting the
medical requirements of this standard if the fire depart-
ment physician determines that the candidate has a Cat~-
gory B medical condition specified in Chapter 3 of th~s
standard that is of sufficient severity to prevent the candi-
date from performing, with ~r without reasonable a~com-
modation, the essential functIOns of a fire fighter Without
posing a significant risk to the safety and health of the can-
didate or others.
2-3.4.1 The determination of whether there is reasonable
accommodation shall be made by the authority having juris-
diction in conjunction with the fire department physician.
2-3.5 If the candidate presents with an acute medical
problem or newly acquired chronic medical condition that
interferes with the candidate's ability to perform the func-
tions of a fire fighter, medical certification shall be post-
poned until that person has recovered from this condition
and presents to the fire department for review.
2-4. Periodic Medical Evaluation.
2-4.1 The current fire fighter shall be annually certified
by the fire department physiciar: as meeting the medi.cal
requirements of Chapter 3 of this standard to determme
that fire fighter's medical ability to continue participating
in a training or emergency operational environment as a
fire fighter.
2-4.1.1 The components of the annual medical evaluation
specified in 2-4.1.2 of this section shall be permitted to be
performed by qualified personnel as authorized by the fire
department physician. When other qualified personnel are
used, the fire department physician shall review the data
gathered during the evaluation.
2-4.1.2 The annual medical evaluation shall consist of:
(a) An interval medical history.
(b) An interval occupational history, including signifi-
cant exposures.
(c) Height and weight.
(d) Blood pressure.
2-4.1.3 The annual medical evaluation shall include a
medical examination according to the following schedule:
(a) Ages 29 and under-every 3 years.
(b) Ages 30 to 39-every 2 years.
(c) Ages 40 and above-every year.
--------... --------- -- ------ -.-----
CATEGORY A AND CATEGORY B MEDICAL CONDITIONS
--------
2-4.1.4. The medical examination shall include examina-
tion of the following components:
(a) Vital signs: Pulse, respiration, blood pressure, and,
if indicated, temperature.
(b) Dermatological system.
(c) Ears, eyes, nose, mouth, throat.
(d) Cardiovascular system.
(e) Respiratory system.
(f) Gastrointestinal system.
(g) Genitourinary system.
(h) Endocrine and metabolic systems.
(i) Musculoskeletal system.
Ul Neurological system.
(k) Audiometry.
(I) Visual acuity and peripheral vision testing.
(m) Pulmonary function testing.
(n) Laboratory testing, if indicated.
(0) Diagnostic imaging, if indicated.
(p) Electrocardiography, if indicated.
2-4.2 A current fire fighter shall not be certified as meet-
ing the medical requirements of this standard if the fire
department physician determines that the fire fighter has
any Category A medical condition specified in Chapter 3 of
this standard.
2-4.3. A current fire fighter shall not be certified as meet-
ing the medical requirements of this standard if the fire
department physician determines that the fire fighter has a
Category B condition specified in Chapter 3 of this stan-
dard that is of sufficient severity to prevent the fire fighter
from performing, with or without reasonable accommoda-
tion, the essential functions of a fire fighter without posing
a significant risk to the safety and health of the fire fighter
or others.
2-4.3.1 The determination of reasonable accommodation
shall be made by the authority having jurisdiction in con-
junction with the fire department physician.
2-4.4 If the current fire fighter presents with an acute ill-
ness or recently acquired chronic medical condition, the
evaluation shall be deferred until the fire fighter has recov-
ered from the condition and presents to the fire depart-
ment to return to duty.
2-5 Return-to-Duty Medical Evaluation.
2-5.1 A current fire fighter who has been absent from
duty for a medical condition of a nature or duration that
may affect performance as a fire fighter shall be evaluated
by the fire department physician before returning to duty.
,-)..
1582-7
2-5.2 The fire department physician shall not medically
certify the current fire fighter for return to duty if any Cat-
egory A medical condition. specified in Chapter 3 of this
standard is present.
2-5.3. The fire department physician shall not medically
certify the current fire fighter for return to duty if any Cat-
egory B medical condition specified in Chapter 3 of this
standard is present that is determined to be severe enough
to affect the fire fighter's performance as a fire fighter. The
fire department physician, in conjunction with the author-
ity having jurisdiction, shall take into account the fire fight-
er's current duty assignment and alternative duty assign-
ments or other programs that would allow a fire fighter to
gradually return to full duty.
2-6 Medical Evaluation Records, Results, Reporting, and
Confidentiality.
2-6.1 All medical information collected as part of a medi-
cal evaluation shall be considered confidential medical
information and shall be released by the fire department
physician only with the specific written consent of the can-
didate or current fire fighter.
2-6.2 The fire department physician shall report the
results of the medical evaluation to the candidate or cur-
rent fire fighter, including any medical condition(s) dis-
closed during the medical evaluation, and the recommen-
dation as to whether the candidate or current fire fighter
is medically certified to perform as a fire fighter.
2-6.3 The fire department physician shall inform the fire
department only as to whether or not the candidate or
current fire fighter is medically certified to perform as a
fire fighter. The specific written consent of the candidate
or current fire fighter shall be required to release confi-
dential medical information to the fire department.
Chapter 3* Category A and Category B Medical
Conditions
3-1 Head and Neck.
3- 1.1 Head.
3-1.1.1 Category A medical conditions shall include:
(a) None.
3-1.1.2* Category B medical conditions shall include:
(a) Deformities of the skull such as depressions or exos-
toses.
(b) Deformities of the skull associated with evidence of
disease of the brain, spinal cord, or peripheral nerves.
(c) Loss or congenital absence of the bony substance of
the skull.
(d) Any other head condition that results in a person
not being able to perform as a fire fighter.
3-1.2 Neek.
3-1.2.1 Categor~ A medical co~ditions shall include:
(a) None.
1992 Edition
1582-R
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
3- 1.2.2* Category B medical conditions shall include:
(a) Thoracic outlet syndrome.
(b) Congenital cysts, chronic draining fistulas, or similar
01on.
(c) Contraction of neck muscles.
(d) Any other neck condition that results in a person not
being able to perf0rm as a fire fighter.
3-2 Eyes and Vision.
3-2.1* Category A medical conditions shall include:
(a) Far visual acuity. Far visual acuity shall be at least
20/30 binocular corrected with contact lenses or spectacles.
Far visual acuity uncorrected shall be at least 20/1 00 binoc-
ular for wearers of hard contacts or spectacles. Successful
long-term soft contact lens wearers shall not be subject to
the uncorrected criterion.
(b) Peripheral vision. Visual field performance without
correction shall be 140 degrees in the horizontal meridian
in each eye.
3-2.2* Category B medical conditions shall include:
(iI) Color vision inadequate to identify red, green, and
yellow colors.
(b) Diseases of the eye such as retinal detachment, pro-
gressive retinopathy, or optic neuritis.
(c) Ophthalmological procedures such as radial keratot-
omy or repair of retinal detachment.
(d) Any other eye condition that results in a person not
ng able to perform as a fire fighter.
3-3 Ears and Hearing.
3-3.1* Category A medical conditions shall include:
(a) Hearing deficit in the pure tone thresholds in the
unaided worst ear:
(I) Greater than 25 dB in three of the four frequencies:
(i) 500 Hz,
(ii) 1000 Hz,
(iii) 2000 Hz,
(iv) 3000 Hz.
(2) Greater than 30 dB in anyone of the three frequencies:
(i) 500 Hz,
(ii) 1000 Hz,
(iii) 2000 Hz; and an average greater than 30 dB
for the four frequencies:
(i) 500 Hz,
(ii) 1000 Hz.
(iii) 2000 Hz,
(iv) 3000 Hz.
3-3.2* Category B medical conditions shall include:
(a) Auditory canal - atresia, severe stenosis, or tumor.
(b) Severe external otitis.
'--,
1992 Edition
(c) Auricle - severe agenesis or traumatic deformity.
(d) Mastoid - severe mastoiditis or surgical deformity.
(e) Meniere's syndrome or labyrinthitis.
(f) Otitis media.
(g) Any other ear condition that results in a person not
being able to perform as a fire fighter.
3-4 Dental.
3-4.1 Category A medical conditions shall include:
(a) None.
3-4.2* Category B medical conditions shall include:
(a) Diseases of the jaws or associated tissues.
(b) Orthodontic appliances.
(c) Oral tissues, extensive loss.
(d) Relationship between the mandible and maxilla that
precludes satisfactory postorthodontic replacement or abil-
ity 10 use protective equipment.
(e) Any other dental condition that results in a person
not being able to perform as a fire fighter.
3.5 Nose, Oropharynx, Trachea, Esophagus, and Larynx.
3-5.1* Category A medical conditions shall include:
(a) Tracheostomy.
(b) Aphonia.
(c) Anosmia.
3-5.2* Category B medical conditions shall include:
(a) Congenital or acquired deformity.
(b) Allergic respiratory disorder.
(c) Sinusitis, recurrent.
(d) Dysphonia.
(e) Any other nose, oropharynx, trachea, esophagus, or
larynx condition that results in a person not being able to
perform as a fire fighter or to communicate effectively.
3-6 Lungs and Chest Wall.
3.6.1* Category A medical conditions shall include:
(a) Suppurative disease of lung or pleural space.
3-6.2* Category B medical conditions shall include:
(a) Lobectomy.
(b) Bronchial asthma.
(c) History of bronchiectasis, bronchitis, fibrous pleuri.
tis, fibrosis, cystic disease, tuberculous, or mycotic disease
of the lung.
(d) Pneumothorax.
(e) Any other pulmonary or chest wall condition that
results in a person not being able to perform as a fire
fighter.
CATEGORY A AND CATEGORY B MEDICAL CONDITIONS
1582-9
3.7 Heart and Vascular System.
3-7.1 Heart.
'--
3-7.1.1. Category A medical conditions shall include:
(a) Current angina pectoris.
(b) Left bundle branch block or second degree Type II
atrioventricular block.
(c) Myocardial insufficiency.
(d) Acute pericarditis, endocarditis, or myocarditis.
Chronic pericarditis, endocarditis with resultant significant
valvular lesions, or myocarditis leading to myocardial
insufficiency or excludable arrhythmias.
(e) History of myocardiai infarction, coronary artery
bypass, or coronary angioplasty.
(I) Cardiac pacemaker.
(g) Recurrent syncope.
3-7.1.2. Category B medical conditions shall include:
(a) Significant valvular lesions of the heart including
prosthetic valves.
(b) Coronary artery disease.
(c) Atrial tachycardia, flutter, or fibrillation.
(d) Third degree atrioventricular block.
(e) Ventricular tachycardia.
.
(I) Hypertrophy of the heart. .
(g) Recurrent paroxysmal tachycardia.
(h) History of a congenital abnormality.
(i) Any other cardiac condition that results in a person
not being able to perform as a fire fighter.
3-7.2 Vascular System.
3-7.2.1. Category A medical conditions shall include:
(a) Congenital or acquired lesions of the aorta or major
vessels.
(b) Marked circulatory instability as indicated by ortho-
static hypotension, persistent tachycardia, and severe
peripheral vasomotor disturbances.
(c) Aneurysm of the heart or major vessel, congenital or
acquired.
3-7.2.2. Category B medical conditions shall include:
(a) Hypertension.
(b) Peripheral vascular disease such as Raynaud's phe-
nomenon.
(c) Recurrent thrombophlebitis.
(d) Chronic lymphedema due to Iymphopathy or severe
venous valvular incompetency.
(e) Any other vascular condition that results in a person
not being able to perform as a fire fighter.
3-8 Abdominal Organs and Gastrointestinal System.
3-8.1. Category A medical conditions shall include:
(a) Chronic active hepatitis.
3-8.2. Category B medical conditions shall include:
(a) Cholecystitis.
(b) Gastritis.
(c) Hemorrhoids.
(d) Acute hepatitis.
(e) Hernia.
(I) Inflammatory bowel disease.
(g) I ntestinal obstruction.
(h) Pancreatitis.
(i) Resection. bowel.
(j) Ulcer, gastrointestinal.
(k) Cirrhosis, hepatic or biliary.
(I) Any other gastrointestinal condition that results in a
person not being able to perform the duties of fire fighter.
3.9 Genitourinary System.
3-9.1 Reproductive.
3-9.1.1 Category A medical conditions shall include:
(a) None.
3-9.1.2. Category B medical conditions shall include:
(a) Pregnancy, for its duration.
(b) Dysmenorrhea.
(c) Endometriosis, ovarian cyst r other gynecologic
conditions.
(d) Testicular or epididymal mass.
(e) Any other genital condition that results in a person
not being able to perform as a fire fighter.
3-9.2 Urinary System.
3-9.2.1 Category A medical conditions shall include:
(a) None.
3-9.2.2. Category B medical conditions shall include:
(a) Diseases of the kidney.
(b) Diseases of the ureter, bladder, or prostate.
(c) Any other urinary condition that results in a person
not being able to perform as a fire fighter.
3-10 Spine, Scapulae, Ribs, and Sacroiliac Joints.
3-10.1 Category A medical conditions shall include:
(a) None.
3-10.2. Category-B medical conditions shall include:
(a) Arthritis.
1992 Edition
1582-10
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
(b) Structural abnormality, fracture, or dislocation.
(c) Nucleus pulposus, herniation of or history of lami-
nectomy.
. . (d) Any other spinal condition that results in a person
\..-.ot being able to perform as a fire fighter.
3-11 Extremities.
3-1l.1 Category A medical conditions shall include:
(a) None.
3-11.2* Category B medical conditions shall include:
(a) Limitation of motion of a joint.
(b) Amputation or deformity of a joint or limb.
(c) Dislocation of a joint.
(d) Joint reconstruction, ligamentous instability, or joint
replacement.
(e) Chronic osteoarthritis or traumatic arthritis.
(f) Inflammatory arthritis.
(g) Any other extremity condition that results in a per-
son not being able to perform as a fire fighter.
3-12 Neurological Disorders.
3-12.1 * Category A medical conditions shall include:
(a) Ataxias of heredo-degenerative type.
(b) Cerebral arteriosclerosis as evidenced by docu-
mented episodes of neurological impairment.
(c) Multiple sclerosis with activity or evidence of pro-
~ression within previous three years.
J (d) Progressive muscular dystrophy or atrophy.
(e) All seizure disorders to include psychomotor, focal,
petit mal, or grand mal seizures other than for those with
complete control during previous five years, normal neu-
rological examination, and definitive statement from qual-
ified neurological specialist.
3-12.2* Category B medical conditions shall include:
(a) Congenital malformations.
(b) Migraine.
(c) Clinical disorders with paresis. paralysis, dyscoordi-
nation, deformity, abnormal motor activity, abnormality of
sensation. or complaint of pain.
(d) Subarachnoid or intracerebral hemorrhage.
(e) Abnormalities from recent head injury such as severe
cerebral contusion or concussion.
(f) Any other neurological condition that results In a
p;rson not being able to perform as a fire fighter.
3-13 Skin.
3-13.1 Category A medical conditions shall include:
(a) None.
3-13.2* Category B medical conditions shall include:
(a) Acne or inflammatory skin disease.
1992 Edition
(b) Eczema.
(c) Any other dermatologic condition that results in the
person not being able to perform as a fire fighter.
3-14 Blood and Blood-Forming Organs.
3-14.1 * Category A medical conditions shall include:
(a) Hemorrhagic states requiring replacement therapy.
(b) Sickle cell disease (homozygous).
3-14.2* Category B medical conditions shall include:
(a) Anemia.
(b) Leukopenia.
(c) Polycythemia vera.
(d) Splenomegaly.
(e) History of thromboembolic disease.
(f) Any other hematological condition that results in a
person not being able to perform as a fire fighter.
3-15 Endocrine and Metabolic Disorders.
3-15.1 Category A medical conditions shall include:
(a) None.
3-15.2* Category B medical conditions shall include:
(a) Diseases of the adrenal gland, pituitary gland, par-
athyroid gland, or thyroid gland of clinical significance.
(b) Nutritional deficiency disease or metabolic disorder.
(c) Diabetes mellitus.
(d) Any other endocrine or metabolic condition that
results in a person not being able to perform as a fire
fighter.
3-16 Systemic Diseases and Miscellaneous Conditions.
3-16.1 Category A medical conditions shall include:
(a) None.
3-16.2* Category B medical conditions shall include:
(a) Connective tissue disease, such as dermatomyositis.
lupus erythematosus, scleroderma, and rheumatoid arthritis.
(b) Residuals from past thermal injury.
(c) Documented evidence of a predisposition to heat
stress with recurrent episodes or resulting residual injury.
(d) Any other systemic condition that results in a person
not being able to perform as a fire fighter.
3-17 Tumors and Malignant Diseases.
3-17.1 Category A medical~onditions shall include:
(a) None.
APPENDIX A
1582-11
'-----.-0
3-17.2. Category B medical conditions shall include:
(a) Malignant disease that is newly diagnosed,
untreated, or currently being treated. Candidates shall be
subject to the provisions of 2-3.5 of this standard. Current
fire fighters shall be subject to the provisions of 2-4.4 of
this standard.
(b) Treated malignant disease shall be evaluated based
on that person's current physical condition and on the like-
lihood of that person's disease to recur or progress.
(c) Any other tumor or similar condition that results in
a person not being able to perform as a fire fighter.
3-18 Psychiatric Conditions.
3-18.1 Category A medical conditions shall include:
(a) None.
3-18.2. Category B medical conditions shall include:
(a) A history of psychiatric condition or substance abuse
problem shall be evaluated based on that person's current
condition.
(b) Any other psychiatric condition that results in a per-
son not being able to perform as a fire fighter.
3-19 Chemicals, Drugs, and Medications.
3-19.1 Category A medical conditions shall include:
(a) None.
3-19.2. Category B medical conditions shall include the
use of:
(a) Anticoagulant agents.
(b) Cardiovascular agents.
(c) Narcotics.
(d) Sedative-hypnotics.
(e) Stimulants.
(f) Psychoactive agents.
(g) Steroids.
(h) Any other chemical, drug, or medication that results
in a person not being able to perform as a fire fighter.
Appendix A
This Apptndix is not a part of the TequiTemmJsof this NFPA docu-
ment, but is included fOT infoTTTUJlion purposes only.
A-I-4 Approved. The National Fire Protection Associa-
tion does not approve, inspect or certify any installations,
procedures, equipment, or materials nor does it approve
or evaluate testing laboratories. In determining the accept-
ability of installations or procedures, equipment or materi-
als, the authority having jurisdiction may base acceptance
on compliance with NFPA or other appropriate standards.
In the absence of such standards, said authority may
require evidence of proper installation, procedure or use.
The authority having jurisdiction may also refer to the list-
ings or labeling practices of an organization concerned
with product evaluations which is in a positIOn to deter-
mine compliance with appropriate standards for the cur-
rent production of listed items.
A-I-4 Authority Having Jurisdiction. The phrase
"authority having jurisdiction" is used in NFPA documents
in a broad manner since jurisdictions and "approval" agen-
cies vary as do their responsibilities. Where public safety is
primary, the "authority having jurisdiction" may be a fed-
eral, state, local or other regional department or individual
such as a fire chief, fire marshal, chief of a fire prevention
bureau, labor department, health department, building
official, electrical inspector, or others having statutory
authority. For insurance purposes, an insurance inspection
department, rating bureau, or other insurance company
representative may be the "authority having jurisdiction."
In many circumstances the property owner or his desig-
nated agent assumes the role ohhe "authority having juris-
diction"; at government installations, the commanding
officer or departmental official may be the "authority hav-
ing jurisdiction."
A-I-4 Candidate. In an employment context, the Ameri-
cans With Disabilities Act (discussed in further detail in
Appendix D) requires that any medical examination to be
conducted take place after an offer of employment is made
and prior to the commencement of duties. Therefore, in the
employment context, the definition of "candidate" should be
applied so as to be consistent with that requirement.
Volunteer' 'fire fighters have been deemed to be
"employees" in some states or jurisdictions. Volunteer fire
departments should seek legal counsel as to their legal
responsibilities in these matters.
A-I-4 Fire Fighter. See Appendix C.
A-2-1.1 See Appendix D.
A-2-1.5 Exposures and medical conditions that should be
reported if they can interfere with the ability of the individ-
ual to perform as a fire fighter include but are not limited
to the following:
(a) Exposures to hazardous materials or toxic sub-
stances.
(b) Exposure to infectious or contagious diseases.
(c) Illness or injury.
(d) Use of prescription or nonprescription drugs.
(e) Pregnancy.
A-2-2.1 See Section D-2 in Appendix D.
A-2-2.2 See Appendix B.
A-2-2.3 See Section B-2 in Appendix B and Appendix C.
A-2-3 See Section B-3 in Appendix B.
A-2-3.4 See Section D-I in Appendix D.
A-2-4 See Section B-3 in Appendix B.
, 992 Edition
1582-12 _
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
A-2-4.1.4 See Appendix B.
A-2-4.3 See Section D-I in Appendix D.
~A-2-5.3 See Section D-I in Appendix D.
A-Chapter 3 The medical conditions listed are organized
by organ system. With the listing of a condition, a diagnos-
tic example is onen included to help the examiner under-
stand the type of condition that might result in rejection or
acceptance. In addition, the rationale for the exclusion is
presented in terms of the affect of the medical condition on
the capability of the person to perform as a fire fighter.
A-3-1.1.2 Category B medical conditions:
(a) Deformities of the skull such as .depressions or exos-
toses (e.g., of a degree that interferes with the use of pro-
tective equipment). [Inability to properly wear protective
equipment.]
(b) Deformities of the skull associated with evidence of
disease of the brain, spinal cord, or peripheral nerves.
[Potential for sudden incapacitation; inability to properly
wear protective equipment; inability to communicate effec-
tively due to oropharyngeal dysfunction.]
(c) Loss or congenital absence of the bony substance of
the skull (e.g., if associated with disease interfering with
performance or if appropriate protection cannot be pro-
vided for area without interfering with protective equip-
ment, vision). [Inability to properly wear protective equip-
ment; inability to communicate effectively due to
oropharyngeal dysfunction.]
(d) Any other head condition that results in a person
'ot being able to perform as a fire fighter.
A-3-1.2.2 Category B medical conditions:
(a) Thoracic outlet syndrome (e.g., symptomatic). [Fre-
quent episodes of pain or inability to perform work.]
(b) Congenital cysts, chronic draining fistulas, or similar
lesion (e.g., if lesion or underlying disease interferes with
performance). [Inability to properly wear protective equip-
ment; inability to communicate effectively due to oropha-
ryngeal dysfunction.]
(c) Contraction of neck muscles (e.g., if it interferes with
wearing of protective equipment or ability to perform
duties). [Inability to properly wear protective equipment;
inability to perform functions as a fire fighter due to limi-
tation of flexibility.] .
(d) Any other neck condition that results in a person not
being able to perform as a fire fighter.
A-3-2.1 Category A medical conditions:
. (a) Far visual acuity. Far visual acuity shall be at least
20/30 binocular corrected with contact lenses or spectacles.
Far visual acuity uncorrected shall be at least 20/l 00 binoc-
ular for wearers of hard contacts or spectacles. Successful
long-term soft contact lens wearers (i.e., six months with-
out a problem) are not subject to the uncorrected stan-
dard. [Failure to have adequate visual acuity to read plac-
ards and street signs or see and respond to imminently
hazardous situations.]
1992 Edilion
(b) Peripheral vision. Visual field performance without
correction shall be 140 degrees in the horizontal meridian
in each eye. (Fire fighter must not have just monocular
vision.) [Failure to have adequate visual acuity to read plac-
ards and street signs or see and respond to .imminently
hazardous situations.]
A-3-2.2 Category B medical conditions:
(a) Color vision inadequate to identify red, green, and
yellow colors. [Inability to identify red, green, or yellow; to
read hazardous materials placards and traffic control signs
and signals, other color coded markings, warning signs,
labels, or placards; or see and respond to imminently haz-
ardous situations.]
(b) Diseases of the eye such as retinal detachment, pro-
gressive retinopathy, or optic neuritis (i.e., severe or pro-
gressive). [Failure to have adequate visual acuity to read
placards and street signs or see and respond to imminently
hazardous situations.]
(c) Ophthalmological procedures such as radial keratot-
omy, repair of retinal detachment. Sufficient time (i.e., six
months) must have passed to allow stabilization of visual
acuity and to ensure that there are no postsurgical compli-
cations. [Failure to have adequate visual acuity to read
placards and street signs or see and respond to imminently
hazardous situations.]
(d) Any other eye condition that results in a person not
being able to perform as a fire fighter.
A-3-3.1 Category A medical conditions:
(a) Hearing deficit in pure tone thresholds in the
unaided worst ear:
(I) Greater than 25 dB in three of the four frequencies:
(i) 500 Hz,
(ii) 1000Hz,
(iii) 2000 Hz,
(iv) 3000 Hz.
(2) Greater than 30 dB in anyone of the three frequencies:
(i) 500 Hz,
(ii) 1000Hz,
(iii) 2000 Hz; and an average greater than 30 dB
for the four frequencies:
(i) 500 Hz,
(ii) 1000 Hz,
(iii) 2000 Hz,
(iv) 3000 Hz.
[Inability to hear sounds of low intensity or to distinguish
voice from background noise, leading to failure to respond
to imminently hazardous situations.]
A-3-3.2 Category B medical conditions:
(a) Auditory canal-atresia, severe stenosis, or tumor.
[Inability to hear sounds of low intensity or to distinguish
voice from background nois~ leading to failure to respond
to imminently hazardous situations.]
APPENDIX A
,->'
(b) Severe external otitis (e.g., recurrent loss of hear-
ing). [Inability to hear sounds of low intensity or to distin-
guish voice from background noise, leading to failure to
respond to imminently hazardous situations.)
(c) Auricle, severe agenesis, or traumatic deformity (e.g.,
interferes with ability to wear protective equipment or with
hearing acuity). [Inability to properly wear protective
equipment; inability to hear sounds of low intensity or to
distinguish voice from background noise, leading to failure
to respond to imminently hazardous situations.)
(d) Mastoid, severe mastoiditis or surgical deformity.
[Inability to properly wear protective equipment; inability
to hear sounds of low intensity or to distinguish voice from
background noise, leading to failure to respond to immi-
nently hazardous situations.)'
(e) Meniere's syndrome or labyrinthitis (e.g., severe).
[Potential for sudden incapacitation; inability to perform
job functions due to limitations of balance.)
(f) Otitis media (e.g., chronic). [Frequent episodes of
pain or inability to perform work; inability to hear sounds
of low intensity or to distinguish voice from background
noise, leading to failure to respond to imminently hazard-
ous situations.)
(g) Any other ear condition that results in a person not
being able to perform as a fire fighter.
---./
A-3-4.2 Category B medical conditions:
(a) Diseases of the jaws or associated tissues (e.g., inca-
pacitating or preclude ability to use protective equipment).
[Inability to properly wear protective equipment.]
(b) Orthodontic appliances (e.g., precluding ability to
use protective equipment). [Inability to properly wear pro-
tective equipment.]
(c) Oral tissues, extensive Joss (e.g.. precludes satisfac-
tory postonhodontic replacement or ability to use protec-
tive equipment). [I nability to properly wear protective
equipment; inability to communicate effectively due to
oropharyngeal dysfunction.)
(d) Relationship between the mandible and maxilla that
precludes satisfactory postonhodontic replacement or abil-
ity to use protective equipment. [Inability to properly wear
protective equipment; inability to communicate effectively
due to oropharyngeal dysfunction.)
(e) Any other dental condition that results in a person
not being able to perform as a fire fighter.
A.3-5.1 Category A medical conditions:
(a) Tracheostomy. [Inability to properly wear protective
equipment; inability to perform job functions due to limi-
tations of endurance; inability to communicate effectively
due to oropharyngeal dysfunction.)
(b) Aphonia. regardless of cause. [Inability to communi-
cate effectively due to oropharyngeal dysfunction.)
(c) Anosmia. [Inability to smell smoke or hazardous
materials resulting in failure to respond to imminently haz-
ardous situation.) .
1582-13
A-3-5.2 Category B medical conditions:
(a) Congenital or acquired deformity (e.g.. interferes
with the ability to use protective equipment). [Inability to
properly wear protective equipment.)
(b) Allergic respiratory disorder (e.g., not controlled).
[Frequent episodes of pain or inability to perform work;
inability to perform functions as a fire fighter due to limi-
tations of endurance.]
(c) Sinusitis, recun'ent (e.g., severe requiring repeated
hospitalizations or impairment). [Frequent episodes of pain
or inability to perform work.)
(d) Dysphonia, severe. [Inability to communicate effec-
tively due to oropharyngeal dysfunction.]
(e) Any other nose, oropharynx, trachea, esophagus, or
larynx condition that results in a person not being able to
perform as a fire fighter or to communicate effectively.
A-3-6.1 Category A medical conditions:
(a) Suppurative disease of lung or pleural space (e.g.,
chronic abscess of lung, bronchiectasis, or empyema).
[Inability to perform functions as a fire fighter due to lim-
itations of endurance.)
A-3-6.2 Category B medical conditions:
(a) Lobectomy (e.g., medical examination or pulmonary
function testing that indicates significant impairment).
[Inability to perform functions as a fire fighter due to ]im-
itations of strength or endurance.)
(b) Bronchial asthma (e.g., fl'equent medication use or
symptoms caused by exposures to exertion, heat and cold,
or products of combustion and other irritant inhalation).
[Frequent episodes of pain or inability to perform work;
potential for sudden incapacitation; inability to perform
functions as a fire fighter due to limitations of endurance.]
(c) History of bronchiectasis, bronchitis. fibrous pleuri-
tis, fibrosis, cystic disease, tuberculous, or mycotic disease
of the lung (e.g., significant residual impairment of pulmo-
nary function or requiring frequent therapy). [Frequent
episodes of pain or inability to perform work; inability to
perform functions as a fire fighter due to limitations of
endurance.]
(d) Pneumothorax (e.g., history of recurrent spontane-
ous pneumothorax). [Potential for sudden incapacitation;
inability to perform job functions due to limitations of
endurance.]
(e) Any other pulmonary or chest wall condition that
results in a person not being able to perform as a fire
fighter.
A-3-7.1.1 Category A medical conditions:
(a) Current angina pectoris. [Frequent episodes of pain or
inability to perform work; progressive illness leading to func.
tional impairment; potential for sudden incapacitation.)
(b) Left bundle branch block or second degree Type II
artioventricular block. [Potential for sudden incapacitation.]
(c) Myocardial insufficiency (e.g,. congestive cilTltlatory
failure, cardiac decompensation). [Frequent episodes of
pain or inability to perform work; progressive illness lead-
ing to functional Tmpairment; potential for sudden inca-
pacitation.)
1992 Edition
1581-"14
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
(d) Acute pericarditis. endocarditis, or myocarditis.
Chronic pericarditis, endocarditis with resultant significant
valvular lesions, or myocarditis leading to myocardial
l.,ufTiciency or excludable arrhythmias. [Frequent epi-
~des of pain or inability to perform work.)
(e) History of myocardial infarction, coronary artery
bypass. or coronary angioplasty. [Progressive illness lead-
ing to functional impairment; potential for sudden inca-
pacitation.]
(I) Cardiac pacemaker. [Potential for sudden incapacitation.)
(g) Recurrent syncope. [Potential for sudden incapacitation.)
A-3-7.1.2 Category B medical conditions:
(a) Significant valvular lesions of the heart including pros-
thetic valves (e.g., risk of sudden incapacitation, bleeding due
to anti-coagulant therapy, or impaired exercise tolerance;
mitral valve prolapse without significant symptoms or simple
presence of aortic bicuspid valve would not exclude an indi-
vidual). [Potential for sudden incapacitation.)
(b) Coronary artery disease (e.g., asymptomatic, docu-
mented significant coronary artery disease). [Frequent epi-
sodes of pain or inability to perform work; progressive ill-
ness leading to functional impairment; potential for
sudden incapacitation.)
(c) Atrial tachycardia, flutter, or fibrillation (e.g., acute
or recurrent even with treatment). [Potential for sudden
incapacitation.)
(d) Third-degree artioventricular block (e.g., disqualifi-
cation unless exercise can be performed with an adequate
. art rate response). [Frequent episodes of pain or inabil-
~. to perform work; potential for sudden incapacitation.)
(e) Ventricular tachycardia. [Potential for sudden inca-
pacitation; inability to perform job functions due to limita-
tions of strength or endurance.)
(I) Hypertrophy of the heart (e.g., likely to lead to con-
gestive heart failure). [Potential for sudden incapacitation;
inability to perform job functions due to limitations of
endurance.)
(g) Recurrent paroxysmal tachycardia. [Potential for
sudden incapacitation; inability to perform job functions
due to limitations of strength or endurance.)
(h) History of a congenital abnormality that has been
treated by surgery but with residual complications or that
has not been treated by surgery leaving residuals or com-
plicafions. [Frequent episodes of pain or inability to per-
form work; potential for sudden incapacitation.)
(i) Any other cardiac condition that results in a person
no~ being able to perform as a fire fighter.
A-3-7.2.1 Category A medical conditions:
(a) Congenital or acquired lesions of the aorta and
major vessels (e.g.. syphilitic aortitis. demonstrable athero-
sclerosis that interferes with circulation. and congenital or
acquired dilatation of the aorta). [Potential for sudden
incapacitation; inability to perform functions of a fire
"~hter due to limitations of endurance.)
1992 Edition
(b) Marked circulatory instability as indicated by ortho-
static hypotension, persistent tachycardia, and severe
peripheral vasomotor disturbances. [Inability to perform
functions as a fire fighter due to limitations of endurance;
inability to perform functions of a fire fighter due to limi-
tations of balance.)
(c) Aneurysm of the heart or major vessel, congenital or
acquired. [Frequent episodes of pain or inability to per-
form work; potential for sudden incapacitation.)
A-3-7.2.2 Category B medical conditions:
(a) Hypertension (e.g., uncontrolled or poorly con-
trolled, with evidence of significant end-organ damage. or
requiring medication likely to interfere with performance
of duties). [Progressive illness leading to functional impair-
ment; potential for sudden incapacitation.)
(b) Peripheral vascular disease such as Raynaud's phe-
nomenon (e.g.. interferes with performance of duties or
makes the individual likely to have significant risk of severe
injury). [Frequent episodes of pain or inability to perform
work; inability to perform functions as a fire fighter due to
limitations of endurance.)
(c) Recurrent thrombophlebitis. [Frequent episodes of
pain or inability to perform work; inability to perform
functions as a fire fighter due to limitations of endurance.)
(d) Chronic lymphedema due to lymphopathy or severe
venous valvular incompetency. [Inability to perform func-
tions as a fire fighter due to limitations of endurance.)
(e) Any other vascular condition that results in a person
not being able to perform as a fire fighter.
A-3-8.1 Category A medical conditions:
(a) Chronic, active hepatitis. [Frequent episodes of pain
or inability to perform work.] .
A.3.8.2 Category B medical conditions:
(a) Cholecystitis (e.g., frequent pain due to stones, infec-
tion). [Frequent episodes of pain or inability to perform
work.]
(b) Gastritis (e.g., recurrent pain and impairment). [Fre-
quent episodes of pain or inability to perform work.)
(c) Hemorrhoids (e.g., severe symptoms leading to
impairment). [Frequent episodes of pain or inability to per-
form work.]
(d) Acute hepatitis (e.g., until resolution of acute hepati.
tis as determined by clinical examination and appropriate
laboratory testing). [Frequent episodes of pain or inability
to perform work.)
(e) Hernia (e.g., unrepaired inguinal or abdominal her-
nia that could obstruct during duty). [Potential for sudden
incapacitation.]
(f) Inflammatory bowel disease (e.g., disabling pain or diar-
rhea). [Frequent episodes of pain or inability to perform work;
progressive illness leading to functional impairment.]
(g) Intestinal obstruction (~"g., recent obstruction with
impairment). [Frequent episodes of pain or inability to per-
form work; potential for sudden incapacitation.]
APPENDIX A
1582-15
\...,
(h) Pancreatitis (e.g., chronic or recurrent with impair-
ment). [Frequent episodes of pain or inability to perform
work.]
(i) Resection, bowel (e.g., if frequent diarrhea precludes
performance of duty). [Frequent episodes of pain or inabil-
ity to perform work.]
U> Ulcer, gastrointestinal (e.g., symptoms uncontrolled
by drugs or surgery). [Frequent episodes of pain or inabil-
ity to perform work.]
(k) Cirrhosis, hepatic or biliary (e.g., symptomatic or
danger of bleeding). [Frequent episodes of pain or inability
to perform work.]
(I) Any other gastrointestinal condition that results in a
person not being able to perform as a fire fighter.
A-3-9.1.2 Category B medical conditions:
(a) Pregnancy. [Frequent episodes of pain or inability to
perform work; progressive inability to perform work due
to limitations of endurance, flexibility, or strength; inability
to properly wear protective equipment.] See Section B-4,
Reproductive.
(b) Dysmenorrhea (e.g., leading to recurrent incapacita-
tion). [Frequent episodes of pain or inability to perform
work. ]
(c) Endometriosis, ovarian cysts, or other gynecologic
conditions (e.g., severe leading to recurrent incapacita-
tion). [Frequem episodes of pain or inability to perform
work.]
(d) Testicular or epididymal mass (e.g., requires medical
evaluation). [Frequent episodes of pain or inability to perform
work; progressive illness leading to functional impairment.]
(e) Any other genital condition that results in a person
not being able to perform as a fire fighter.
A-3-9.2.2 Category B medical conditions:
(a) Diseases of the kidney (e.g., requiring dialysis). [Fre-
quent episodes of pain or inability to perform work; pro-
gressive illness leading to functional impairment.]
(b) Diseases of the ureter, bladder, or prostate (e.g.,
requiring frequent or prolonged treatment). [Frequent
episodes of pain or inability to perform work.]
(c) Any other urinary condition that results in a person
not being able to perform as a fire fighter.
A-3-10.2 Category B medical conditions:
(a) Arthritis (e.g.. progressive impairment or limitation
of movement). [Progressive illness leading to functional
impairment; inability to perform functions as a fire fighter
due to limitations of endurance or flexibility.]
(b) Structural abnormality, fracture, or dislocation (e.g.,
progressive or recurrent impairment). [Progressive illness
leading to functional impairment; inability to perform
functions as a fire fighter due to limitations of strength or
flexibility.]
(c) Nucleus pulposus, herniation of or history of lami-
nectomy (e.g., if symptomatic within last three years). [Pro-
gressive illness leading to functional impairment; inability
to properly wear protective equipment.]
'-----'
(d) Any other spinal condition that results in a person
not being able to perform as a fire fighter.
A-3-11.2 Category B medical conditions:
(a) Limitation of motion of a joint of a degree to inter-
fere with successful and safe performance of fire fighting
duties. [Inability to perform functions as a fire fighter due
to limitation of flexibility.]
(b) Amputation or deformity of a joint or limb of a
degree to interfere with successful and safe performance of
fire fighting duties. [Inability to perform functions as a fire
fighter due to limitations of strength; inability to perform
functions as a fire fighter due to limitations of balance.]
(c) Dislocation of a joint (e.g.. recurrent or with residual
limitation of motion of a degree to interfere with successful
and safe performance of fire fighting duties; successful sur-
gery for recurrent shoulder dislocation if range of motion
is intact would not exclude a person.) [Inability to perform
functions as a fire fighter due to limitations of strength or
flexibility.]
(d) Joint reconstruction, ligamentous instability, or joint
replacement (e.g., recurrent or with residual limitation of
motion of a degree to interfere with successful and safe
performance of fire fighting duties; surgery for a torn ante-
rior cruciate ligament may disqualify if quadriceps strength
is not normal or if the knee is lax or develops pain or
swelling when stressed.) [Inability to perform functions as
a fire fighter due to limitations of strength or flexibility.]
(e) Chronic osteoarthritis or traumatic arthritis (e.g.,
recurrent exacerbations leading to impairment). [Frequent
episodes of pain or inability to perform work; inability to
perform functions as a fire fighter due to limitations of
strength, endurance, or flexibility.]
(f) Inflammatory arthritis (e.g., severe recurrent or pro-
gressive illness or with deformity or limitation of range of
motion of a degree to interfere with successful and safe
performance of fire fighting duties). [Frequent episodes of
pain or inability to perform work; inability to perform
functions as a fire fighter due to limitations of strength,
endurance, or flexibility.]
(g) Any other extremity condition that results in a per-
son not being able to perform the duties of fire fighter.
A-3-12.1 Category A medical conditions:
(a) Ataxias of heredo-degenerative type. [Inability to
perform functions as a fire fighter due to limitations ofbal-
ance.]
(b) Cerebral arteriosclerosis as evidenced by docu-
mented episodes of neurological impairment. [Inability to
perform functions as a fire fighter due to limitations of
strength; inability to perform functions due to limitations
of balance.]
(c) Multiple sclerosis with activity or evidence of pro-
gression within previous three years. [Inability to perform
functions as a fire fighter due to limitations of strength or
flexibility. ]
(d) Progressive muscular dystrophy or atrophy. [Inabil-
ity to perform functions due to limitations of strength;
inability to perform functions as a fire fighter due to limi-
tations of balance.]
1992 Edition
1582-16.
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
(e) All seizure disorders to include psychomotor, focal,
petit mal, or grand mal seizures except for those with com-
plete control during previous five years, normal neurological
~xamination, and definitive statement from qualified neuro-
\.........ogical specialist. [Potential for sudden incapacitation.]
A-3-12.2 Category B medical conditions:
(a) Congenital malformations (e.g., severe vascular mal-
formations that interfere with ability to wear protective
equipment). [Inability to properly wear protective equip-
ment.]
(b) Migraine (e.g., recurrent with impairment not con-
trol/ed). [Frequent episodes of pain or inability to perform
work.]
(c) Clinical disorders with paresis, paralysis, dyscoordi_
nation, deformity, abnormal motor activity, abnormality of
sensation, or complaint of pain (e.g., progressive or
severe). [Progressive illness leading to functional impair-
ment; inability to perform functions as a fire fighter due to
limitations of strength, flexibility, or balance.]
(d) Subarachnoid or intracerebral hemmorhage, verified
either clinical/y or by laboratory studies, except for those Cor-
rected with verification by laboratory studies and report of
treating physician. [Progressive illness leading to functional
impairment; potential for sudden incapacitation.]
(e) Abnormalities from recent head injury such as severe
cerebral Contusion or concussion. [Potential for sudden
incapaCitation.]
(f) Any other neurological condition that results in a
person not being able to perform as a fire fighter.
--A-3-13.2 Category B medical conditions:
(a) Acne or inflammatory skin disease (e.g., if condition
precludes good fit of protective equipment such as SCBA
face piece or prevents shaving). [Inability to properly wear
protective equipment.]
(b) Eczema (e.g., if broken skin results in impairment
from infections or pain or interferes with seal between skin
and personal protective equipment). [Frequent episodes of
pain or inability to perform work.]
(c) Any other dermatologic condition that results in the
person not being able to perform as a fire fighter.
A-3-14.1 Category A medical conditions:
(a) Hemorrhagic states requiring replacement therapy
(e.g., von Willebrand's disease, thrombocytopenia, hemo-
philia). [Frequent episodes of pain or inability to perform
work.)
. (b) Sickle cell disease (homozygoUs). [Frequent episodes
of pain or inability to perform work; potential for sudden
incapaCitation.]
A-3-14.2 Category B medical conditions:
(a) Anemia (e.g., requiring regular 'transfusions). [Fre-
quent epiSodes of pain or inability to perform work; pro-
I{ressive illness leading to functional impairment.]
..-1,
1992 Edition
,~
.t.........
(b) Leukopenia (e.g., chronic, indicative of serious illness).
[Progressive illness leading to functional impairment.)
(c) Polycythemia vera (e.g., severe, requiring treatment).
[Frequent episodes of pain or inability to perform work;
potential for sudden incapacitation.]
(d) Splenomegaly (e.g., susceptible to ruptu"e from
blunt trauma). [Potential for sudden incapacitation,]
(e) History of thromboembolic disease (e.g., more than
one episode, underlying condition). [Potential for sudden
incapaCitation.]
(f) Any other hematological condition that results in a
person not being able to perform as a fire fighter.
A-3-15.2 Category B medical conditions:
(a) Diseases of the adrenal gland, pituitary gland, par-
athyroid gland, or thyroid gland of clinical significance
(e.g., symptomatic, poorly Controlled). [Frequent episodes
of pain or inability to perform work; potential for sudden
incapaCitation.]
(b) Nutritional deficiency disease or metabolic disorder
(e.g" clinically significant and not correctable by replace_
ment therapy or other medication). [Frequent episodes of
pain or inability to perform work.]
(c) Diabetes mellitus (e.g., poorly Controlled or
untreated or significant risk of developing hypoglycemic
epiSodes). [Frequent episodes of pain or inability to per-
form work; progressive illness leading to functional impair-
ment; potential for sudden incapacitation.]
(d) Any other endocrine or metabolic condition that
results in a person not being able to perform as a fire
fighter.
A-3-16.2 Category B medical conditions:
(a) Connective tissue disease, such as dermatomyositis.
lupus erythematosus, scleroderma, and rheumatoid arthri-
tis (e.g., when manifested by systemic impairment or limi-
tations of motion). [Progressive illness leading to functional
impairment; inability to perform functions as a fire fighter
due to limitations of strength or flexibility.]
(b) Residuals from past thermal injury (e.g., frost bite
resulting in significant symptomatic discomfort). [Inability
to perform functions as a fire fighter due to limitations of
strength, endurance, or flexibility.]
(c) Documented evidence of a predisposition to heat
stress with recurrent episodes or resulting residual injury.
[Potential for sudden incapaCitation; inability to perform
functions as a fire fighter due to limitations of endurance,]
(d) Any other systemic condition that results in a person
not being able to perform as a fire fighter.
A-3-17.2 Category B medical conditions:
(a) The medical evaluation of any person with malig-
nant disease that is newly diagnosed, untreated, or Cur-
rently being treated will be deferred.
(b) Any person with treated malignant disease should be
evaluated based on that per~on's current physical condi-
tion and on the likelihood of that person's disease to recur
or progress.
APPENDIX B
(c) Any other tumor or similar condition that results in
a person not being able to perform as a fire fighter.
L
A-3-18.2 Category B medical conditions:
(a) Any person with a history of a psychiatric condition or
substance abuse problem shall be evaluated based on that
person's current condition. [Frequent episodes of pain or
inability to perform work; progressive illness leading to func-
tional impairment; potential for sudden incapacitation.]
(b) Any other psychiatric condition that results in a per-
son not being able to perform as a fire fighter.
A-3-19.2 Category B medical conditions:
(a) Anticoagulant agents (e.g., coumadin). [Frequent
episodes of pain or inability to perform work; potential for
sudden incapacitation.]
(b) Cardiovascular agents (e.g., antihypertensives). [Fre-
quent episodes of pain or inability to perform work; poten-
tial for sudden incapacitation.]
(c) Narcotics. [Frequent episodes of pain or inability to
perform work; potential for sudden incapacitation.]
(d) Sedative-hypnotics. [Frequent episodes of pain or
inability to perform work; potential for sudden incapacita-
tion.]
(e) Stimulants. [Frequent episodes of pain or inability to
perform work; potential for sudden incapacitation.]
(f) Psychoactive agents. [Frequent episodes of pain or
inability to perform work; potential for sudden incapacita-
tion.]
(g) Steroids. [Frequent episodes of pain or inability to
perform work.]
(h) Any other chemical, drug. or medication that results
in a person not being able to perform as a fire fighter.
Appendix B Guide for Fire Department
Physicians
This APptndix is not a part of the requirtmtnts of this NFPA docu-
ment, but is included for information purposes only.
B-1 Introduction. This information is designed to help
physicians implement the requirements of this standard.
The appendix includes sections on the occupational health
risks for fire fighters, organization of a medical program
for fire fighters, guidance for conducting the examinations,
and further information on medical conditions that might
cause difficulties when implementing this standard.
The medical conditions outlined in Chapter 2 apply to
individuals conducting essential fire fighting functions. (Su
Appendix C.) The application of these guidelines to individ-
uals with other fire department jobs requires a careful con-
sideration of the job duties of these other individuals and
medical conditions that might affect a person's ability to
conduct those duties.
B-2 Occupational Safety and Health Problems for Fire
Fighters. Fire fighting and emergency response are very
difficult jobs. People in these jobs must perform functions
that are physically and psychologically very demanding.
1582-17
These functions must often be performed under very diffi-
cult conditions. (Su Appendix C.) Studies have shown that
fire fighting functions require working at near maximal
heart rates for prolonged periods of time. Heavy protective
equipment (including respirators) and the heat from the
fire contribute to this physical load.
Fire fighters and emergency response personnel also are
exposed to many toxic substances during their work. Car-
bon monoxide is the most common contaminant; studies
have shown individual exposures as high as 5000 ppm in
actual fires. Other significant exposures common in fires
include cya.nide, acrolein, hydrogen chloride, nitrogen
dioxide, and benzene. The burning of plastics and other
synthetic materials may expose fire fighters to other toxic
materials such as isocyanates and nitrosamines. Hazardous
materials incidents may involve exposures to many other
toxic materials. While the use of respirators helps to reduce
exposures, mechanical, environmental, and behavioral fac-
tors may limit their use during all phases of a fire.
The available health data on fire fighters are limited.
While the protection for fire fighters has improved over
the last several years, exposures may be changing due to
the introduction of more synthetic materials. Given the
delay between exposure and onset of many occupational
illnesses (Le., latency), current or past health studies of fire
fighters may not reflect future health risks. These limita-
tions should be recognized when reviewing the available
studies.
Available data indicate that fire fighters have increased
risk for injuries, pulmonary disease, cardiovascular disease,
cancer, and noise-induced hearing loss. The increased risk
for injuries is expected, given the demands and circum-
stances for this work. Fatalities and serious injuries from
burns or other fire scene hazards may occur.
The risk for respiratory disease occurs due to the respi-
ratory damage caused by many of the components of fire
smoke (particulate, acrolein, nitrogen oxides, etc.). Acute
reductions in pulmonary function and even hypoxemia are
not uncommon after fires, even in asymptomatic fire fight-
ers. Permanent damage from smoke inhalation has also
been reported. Studies of chronic pulmonary changes from
fire fighting have not had consistent results. Some
follow-up studies have shown a greater rate of decline in
pulmonary function among fire fighters over time while
others have not been able to detect this change. Increased
use of protective equipment and job selection factors (ill
fire fighters transferring to other duties) may account for
these inconsistent findings.
The strenuous work demands of fire 'fighting combined
with exposures to carbon monoxide and .other toxic sub-
stances may increase the risk for cardiovascular disease
among fire fighters. Acute respiratory changes also may
stress the cardiovascular system. This increased cardiovas-
cular disease risk has been documented even in some mor-
tality studies despite the job selection factors that tend to
mask any increase when compared to the gener'al popula-
tion. Other studies have not detected this risk. Cenainly,
the combination of the physical stress of fire fighting and
exposures for a person with preexisting coronary hean dis-
ease would be expected to increase the risk of a myocardial
, 992 Edition
1582-]8
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
infarction or other acute event. However, the degree of
Ihis acute risk and whether fire fighting also contributes to
the development of coronary heart disease is uncertain.
. ncreased cancer risk for fire fighters has been found in
Geral recent studies. While not totally consistent, these
studies generally show an increased risk of brain cancer,
gastrointestinal cancers, and leukemia among fire fighters
in many different parts of the world. Increased incidence
of other cancer sit(:s has also been shown in some studies.
Several studies are currently underway to further evaluate
this risk.
Noise-induced hearing loss has now been documented
in several studies of fire fighters. Fire fighters may also be
at risk from other specific exposures including infectious
diseases and liver, kidney, or neurological damage from
exposure to specific chemicals.
B-3 Guidance for Medical Evaluations.
B-3.l Preplacement and Base Line Medical Evaluations.
Preplacement medical evaluations assess an individual's
health status before assignment to a position. The purpose
of the evaluation is to ascertain whether the individual has
any health condition that prevents him or her from per-
forming the job, including the ability to wear protective
equipment required for the job. The evaluation should also
identify any health problems that could be substantially
aggravated by the physical demands and working condi-
[ions. Base line medical information concerning the appli-
cant's health status can then be compared to subsequent
evaluation results for the purpose of determining whether
the individual has any significant health trends that may be
occupationally related.
'wo types of information are essential for a medical pre-
f7>"cement evaluation for those performing fire fighter
duties. First, the physician must understand the working
conditions and physical demands of this occupation.
Appendix C provides a list of the environment encoun-
tered in fire fighting and emergency response. The physi-
cian should also obtain additional information from the fire
department such as specific job duties and task lists if the
fire department has conducted a validation study or job
analysis and should be familiar with the organization of the
fire department. For the evaluation of some medical condi-
tions, the physician will need to obtain further information
about specific job duties in order to make a determination.
This may require on-site inspections and consultation with
fire department personnel.
Secondly, the physician needs to have accurate informa-
tion about the person's disease or medical condition, the
functrbnal limitations associated with that condition, and
an understanding of how physical demands and working
conditions would impact on that condition. An accurate
diagnosis is often the key factor in determining the per-
son's capability. For example, different skin diseases may
have similar clinical appearances but may markedly differ
in their response to environmental exposures. The physi-
cian must also recognize that individual variability may
exist between persons with the same clinical condition.
Upon completion of the examination, the physician
should inform the authority having jurisdiction if the
applicant is medically qualified to perform as a fire fighter.
, 992 Edition
B-3.2 Periodic Medical Evaluations. The periodic medi-
cal evaluation is designed to evaluate the person's continued
ability to perform their duties and to detect any other signif-
icant changes in the condition of their health. The latter
includes possible job-related changes or abnormalities.
Every year, each fire fighter will be medically evaluated
by the fire department physician. This medical evaluation
includes an update on the fire fighter's medical history,
including any significant changes, a brief review of symp-
toms, and a report on any significant job-related exposures
experienced during the past year. Height, weight, visual
acuity, and blood pressure are measured and recorded.
The extent of the medical evaluation and additional testing
will depend on the fire fighter's medical condition.
A more thorough evaluation, including a medical exam-
ination, is conducted on a periodic basis. For individuals
less than 30 years of age, the medical evaluation and exam-
ination is conducted every three years; for those 30 to 39,
every two years; and for those 40 or over, every year. This
evaluation should include an updated medical and interval
history, complete physical examination, vision testing,
audiometry, pulmonary function testing. and a CBC, uri-
nalysis, and blood biochemistry (SMA).
The use of chest X-rays in surveillance activities in .the
absence of significant exposures, symptoms, or medical
findings has not been shown to reduce respiratory or other
health impairment. Therefore, only preplacement chest
X-rays are recommended.
No firm guidelines for stress electrocardiography in
asymptomatic individuals have been developed. There
have been problems with false positive results from this
testing, especially in younger age groups. In those with one
or more risk factors for coronary artery disease, there may
be more justification for performing the testing. At this
time, stress tests may be considered on an individual basis
depending on age (over 40) and the presence of coronary
artery disease risk factors (premature family history [less
than 55J, hypertension, diabetes mellitus, cigarette smok-
ing, and hypercholesterolemia [total cholesterol greater
than 240 or HDL cholesterol less than 35]). Testing can
also be done as indicated for those with symptoms sugges-
tive of coronary artery:disease as reported in their yearly
medical histories or interim reports.
B-3.3 Content of the Medical Evaluation.
B-3.3.l Medica] and Occupational History. The medical
history should cover the person's known health problems,
such as major illnesses, surgeries, medication use, allergies,
etc. Symptom review is also important for detecting early
signs of illness. In addition, a comprehensive medical his-
tory should include a personal health history, a family
health history, a health habit history. an immunization his-
tory, and a reproductive history. An occupational history
should also be obtained to collect information about the
person's past occupational and environmental exposures.
\.....;.;
B-3.3.2 Medical Examination. The medical examination
includes the following organ systems:
(a) Vital signs: Pulse, respirations, blood pressure,
and, if indicated, temperature.
(b) Dermatological system.
(c) Ears, eyes, nose, mouth, throat.
(d) Cardiovascular system.
(e) Respiratory system.
(I) Gastrointestinal system.
(g) Genitourinary system.
(h) Endocrine and metabolic systems.
(i) Musculoskeletal system.
(j) Neurological system.,
(k) Audiometry.
(I) Visual acuity and peripheral vision testing.
(m) Pulmonary function testing.
(n) Laboratory testing, if indicated.
(0) Diagnostic imaging, if indicated.
(p) Electrocardiography, if indicated.
B-3-3.2.1 Laboratory Tests.. Base line CBC, biochemical
test battery (SMA). and urinalysis should be conducted for
detecting specific illnesses as well as developing a base line
for later comparison.
B-3-3.2.2 X-~ys. A base line chest X-ray may be helpful
for individuals with a history of respiratory health prob-
lems or symptoms. For others, it may be useful for later
comparison:
B-3-3.2.3 Pulmonary Function Testing. Pulmonary
function testing may be helpful for individuals with a his-
tory of respiratory health problems and as a base line for
later comparison. A base line test should be administered
by an experienced person. Only a spirogram that is techni-
cally acceptable and demonstrates the best efforts by an
individual should be used to calculate the forced vital
capacity (FVC) and forced expiratory volume in one sec-
ond (FEV I).
B-3-3.2.4 Audiometry. Audiograms should be per-
formed in an ANSI-approved "soundproof' booth (ANSI
S3.1-1977) with equipment calibrated to ANSI standards
(ANSI S3.6-1973). If a booth is unavailable, the test room
sound pressure levels should not exceed those specified in
the federal OSHA noise regulations (29 CFR 1910.95).
B-3-3.2.5 Electrocardiography. Base line electrocardio-
graphy should be conducted.
B-3.4 Reporting the Results of the Medical Evaluation.
All individuals participating in a medical evaluation should
be informed ahead of time about the purpose of the med-
ical evaluation and the content of the exam. The results of
any medical evaluation are considered to be confidential
medical information subject to customary patient-physician
confidentiality restrictions. Under most circumstances,
results and recommendations arising from the evaluation
should be expressed in general terms without specific diag-
nostic information. In cases where more specific informa-
tion is needed in order to make a decision on the status of
'e, .~"'~~;".-. _.\.;.':~''''" .'..'1_i..~"._~'.....~ .,........_......__ ...___.
APPENDIX B
1582-19
a candidate or fire fighter, a specific consent form releasing
that information should be obtained from the candidate or
fire fighter. Blanket or general "release of medical infor-
mation" forms should not be used.
In most cases, a simple statement will suffice:
Based on the results of the preplacement medical
evaluation of December 10, 1990, Jane Doe is (or is
NOT) medically certified to engage in training and
emergency operations for Any town Fire Department.
OR
Based on the results ~f the preplacement medical
evaluation of December 10, 1990, John Doe is NOT
medically certified to engage in training and emer-
gency operations for Any town Fire Department. He
has been advised of the medical reasons for this rec-
ommendation and of the policies and procedures
available to him if he disagrees with the results of the
medical evaluation. .
B-3.5 Second Opinions. Fire department policies and
procedures should allow for a medical "second opinion"
when a candidate or fire fighter disagrees with the results
or recommendations of a medical examination conducted
by the fire department physician or when the fire depart-
ment physician is uncertain about the limitations or prog-
nosis of the individual's condition. Often other physicians
will not be familiar with the duties and demands of fire
fighting and emergency response. When possible, the fire
department physician should help educate the other phy-
sician about how the individual's condition may affect or be
affected by fire fighting. If there is still disagreement about
the condition or placement recommendation, a third phy-
sician (acceptable to both the fire department and the can-
didate) may be consulted.
B-4 Specific Medical Conditions.
B-4.1 Diabetes. The term insulin-dependent diabetes as
used here applies to an individual whose disease Course is
characterized by an absolute need for insulin with a ten-
dency toward ketoacidosis or marked hyperglycemia and
insulin-induced hypoglycemia. The latter condition is the
m<tior concern, as an individual who becomes hypoglyce-
mic during a fire or other emergency response could
endanger themselves, other fire fighters, or the public. The
best predictor for the OCcurrence of a hypoglycemic epi-
sode in a diabetic is a history of a previous episode. On the
other hand, the occasional individual treated with insulin
for what would normally be considered maturity-onset dia-
betes (Type II) may be considered if there has been a doc-
umented stable course without a history of hypoglycemic
episodes and where ongoing monitoring is assured.
B-4.2 Asthma. Asthma and asthma-like conditions are
characterized by variable and often rapidly fluctuating air-
ways obstruction, cough, and Sputum production. Condi-
tions encountered in fire fighting (irritants, hot/cold air
inhalation, and heavy exertion) may trigger asthmatic
attacks in some individuals. However, asthmatics with a sta-
ble history of symptoms (i.e., only after respiratory infec-
tions or exposure to usually avoidable allergens) may not
have attacks triggered by fire fighting. For a current fire
fighter with preex-H;ting or new onset asthma, their past
response to fire fighting episodes may provide guidance on
1992 Edition
1582-20
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
(heir ability to continue to work. It should be noted that
exposure to products of combustion and other irritants
may cause acute airways obstruction in many individuals
without asthma. Therefore, the mere presence of some air-
l .. vays obstruction after a fire does not necessarily indicate
'-"that an asthmatic condition exists.
B-4.3 Coronary Artery Disease. Due to the high preva-
lence of this condition and the changing diagnostic tech-
nology, this category may cause difficulty. Most individuals
with coronary artery disease should not be doing fire fight-
ing tasks. An example of an acceptable person with coro-
nary artery disease would be an asymptomatic individual
with insignificant coronary artery disease (less than 70 per-
cent obstruction of any coronary artery) with normal left
ventricular function and no evidence of myocardial
ischemia at maximal exercise tolerance as determined by
Thallium imaging, echocardiography, or a comparable
technique.
B-4.4 Reproductive. Exposures in the fire fighting envi-
ronment may cause adverse reproductive effects for both
males and females. Medical evidence exists to indicate that
chemical exposure, heat, noise, and physical exertion may
affect various endpoints of reproductive health including
fenility, fetal loss, and growth parameters of the offspring.
All candidates and fire fighters should be educated about
these risks and about the need to take appropriate steps to
limit their exposures. There also may be some situations
where a male or female fire fighter is attempting to con-
ceive a child and is having difficulty. In these situations,
where a complete medical evaluation has not identified
another cause for this infertility, temporary assignment on
a voluntary basis to alternative duty or a leave of absence
should be considered.
Medical evidence exists that certain toxic substances or
-conditions that are present in the fire fighting environment
are dangerous to the safety and well-being of the fetus.
Therefore, it is important to educate all fire fighters about
(hese risks and the reasons for recommending that pregnant
fire fighters restrict their fire suppression activities. For
example, there is good evidence that the fetus is especially
sensitive (0 carbon monoxide, a known significant compo-
nent of fire smoke. Although the use of seBA is assumed to
be protective, sometimes such equipment is not used
throughout a fire suppression or hazardous materials inci-
dent. The use of such equipment also increases other fetal
stressors, such as exertion and heat. Other concerns are those
involving physical work. Prolonged standing, heavy lifting,
and exposures to temperature extremes and humidity have
been related to an increase of preterm and low birth weight
infants. Because the fetus should be protected from these
exposures at the earliest_possible time, the fire fighter who
may be pregnant should obtain early pregnancy testing. Rec-
ognizing potential risks to the fetus from the fire fighting
environment is a relatively recent event, and many fire fight-
ers may not be aware of these risks.
Based on a recent V.S. Supreme Court decision (Interna-
tional Union, et al. v. Johnson Controls, Inc., 59 V.S.L. W. 4209,
March 20, 1991), the ability to perform as a fire fighter is to
be the basis for the medical certification. without consider-
ation of health risks to the fetus. However, the pregnant fire
fighter should be counseled of the potential risks to her fetus
due (0 her exposures during fire fighting duties.
1992 Edition
Any fire fighter who becomes pregnant should be
offered the opportunity at any time during the pregnancy
to be voluntarily removed from fire fighting duties and
from other duties involving the hazards or physical stress
that might endanger the fetus. If practical, the fire fighter
should be offered voluntarily reassignment to an alterna-
tive position. At such time as the pregnant fire fighter can
no longer be medically certified as being capable of per-
forming fire fighting duties, the fire fighter should be re-
assigned to other duties. At such time as the fire fighter is
no longer pregnant, the fire fighter should be reinstated to
the position held prior to being pregnant. Nursing fire
fighters should also be advised about the potential expo-
sures to their infants.
B-4.5 Noise-Induced Hearing Loss. This category may
pose difficulties because a high percentage of current fire
fighters have noise-induced hearing loss due to their expo-
sures as fire fighters. Implementation of hearing conserva-
tion programs and programs to reduce noise exposures
should lead to a decrease in the prevalence of this condi-
tion in the future.
Appendix C Essential Fire Fighting Functions
This Appendix is nol a pari of Ihe requiremenL~ of Ihis NFPA docu-
menl, bul is included for infoT7TUllion purposes only.
The medical requirements in this standard were based
on in-depth consideration of essential fire fighting func-
tions. These essential functions are what fire fighters are
expected to perform at emergency incidents and are
derived from the performance objectives stated in NFPA
100 I, Standard for Fire Fighter Professional Qualifications.
Such essential functions are performed in and affected
by the following environmental factors:
(a) Operate both as a member of a team and indepen-
dently at incidents of uncertain duration.
(b) Spend extensive time outside exposed to the elements.
(c) Tolerate extreme fluctuations in temperature while
performing duties. Must perform physically demanding
work in hot (up to 400CF), humid (up to 100%) atmo-
spheres while wearing equipment that significantly impairs
body-cooling mechanisms.
(d) Experience frequent transition from hot to cold and
from humid to dry atmospheres.
(e) Work in wet, icy, or muddy areas.
(f) Perform a variety of tasks on slippery, hazardous sur-
faces such as on rooftops or from ladders.
(g) Work in areas where sustaining traumatic or thermal
injuries is possible.
(h) Face exposure to carcinogenic dusts such as asbes-
tos, toxic substances such as hydrogen cyanide, acids, car-
bon monoxide, or organic solvents either through inhala-
tion or skin Contact.
(i) Face exposure to infectious agents such as hepatitis B
or HIV.
(j) Wear personal protective.equipment that weighs approx-
imately 50 pounds while performing fire fighting tasks.
APPENDIX D
1582-21
'---'
(k) Perform physically demanding work while wearing
positive pressure breathing equipment with 1.5 inches of
water column resistance to exhalation at a flow of 40 liters
per minute.
(I). Perform complex tasks during life-threatening emer-
gencIes.
(m) Work for long periods of time, requiring sustained
physical activity and intense concentration.
(n) Face life or death decisions during emergency con-
ditions.
(0) Be exposed to grotesque sights and smells associated
with major trauma and burn victims.
(p) Make rapid transitions from rest to near maximal
exertion without warm-up periods.
(q) Operate in environments of high noise, poor visibil-
ity, limited mobility, at heights, and in enclosed or con-
fined spaces.
(r) Use manual and power tools in the performance of
duties.
(s) Rely on senses of sight, hearing, smell, and touch to
help determine the nature of the emergency, maintain per-
sonal safety, and make critical decisions in a confused, cha-
otic. and potentially life-threatening environment through-
out the duration of the operation.
Appendix D Guide for Fire Department
Administrators
This Apprndix is not a part of the requirements of this NFPA docu-
ment, but is included for infoT7TUltion purposes only.
D-I Legal Considerations in Applying the Standard.
The consideration of an application or continued employ-
ment of a fire fighter based on medical or physical perfor-
mance evaluations involves a determination that is not
without legal implications. To this end, prior to making an
adverse employment decision based on the foregoing stan-
dard, the authority with jurisdiction may wish to consult
with counsel.
(a) Individuals with Handicaps or Disabilities. The Reha-
bilitation Act of 1973. as amended, 29 U.S.C. 791 et seq.,
and implementing regulations, prohibit discrimination
against those with handicaps or disabilities under any pro-
gram receiving financial assistance from the federal gov-
ernment. The Americans with Disabilities Act of 1990, Pub.
L. 101-336, to become effective inJuly 1992, will also pro-
hibit employment discrimination by certain private
employers against individuals with disabilities.* In addi-
tion, many states have enacted legislation prohibiting dis-
crimination against those with handicaps or disabilities.
.Under Section 101 of the Americans with Disabilities Act of 1990, an
"employer" is defined. generally, to include those persons with "IS
or more employees for each working day in each of 20 or more cal-
endar weeks in the current or preceding calendar year." However,
for the first two years after enactment inJuly 1992. a phase-in period
increa~s the "IS or more employees" threshold to "25 or more
employees."
These laws prevent the exclusion, denial of benefits, refusal
to hire or promote, or other discriminatory conduct
against an individual based on a handicap or disability,
where the individual involved can, with or without reason-
able accommodation, perform the essential functions of the
job without creating undue hardship on the employer or
program involved. Application of this standard should be
undertaken with these issues in mind.
The medical requirements of this standard have been
shown to be job-related by a committee comprised of med-
ical doctors, physiological specialists, and fire service pro-
fessionals, 'as processed through the NFPA consensus
standards-making system. The standard provides, to the
extent feasible, that decisions concerning those with medi-
cal ailments, handicaps, or disabilities be made after case-
by~case medical evaluations.
The medical requirements in this standard were devel-
oped based on the fire fighting functions contained in
Appendix e. Prior to use, therefore, appropriate measures
should be taken to ensure that the fire fighting functions
performed in the local jurisdiction are substantially similar
to those contained in Appendix C.
(b) Individuals Who Are Members of Protecied Classes (Race,
Sex, Color, Religion, or National Origin). Title VI I of the Civil
Rights Act of 1964, as amended, 42 U.S.C. 2000e, and
implementing regulations by the Equal Employment
Opportunity Commission prohibit discrimination in
employment on the basis of race, sex, color, religion, or
national origin (i.e., protected classes). ** Additionally,
many states, cities, and localities have adopted similar leg-
islation. Generally, physical performance or other require-
ments that result in "adverse impact" on members of a
protected class (e.g., on the basis of gender) are required to
be validated through a study in accordance with EEoe
guidelines, if such requirements are to be relied on in mak-
ing employment decisions. Under EEOC guidelines, a
study validating employment standards in one jurisdiction
may be transportable to another jurisdiction (and therefore
used in lieu of conducting a separate study). However, spe-
cific preconditions must be met in this regard, and the
authority having jurisdiction should seek the advice of
counsel before relying on a transported validation study.
(c) Pregnancy atld Reproductive. Federal regulations, as
well as many court decisions (including the U.S. Supreme
Court's decision in Intematiotlal Uniotl, et al. v. johnsotl Con-
trols, Inc., 59 U.S.L.W. 4209, March 20. 1991), have inter-
preted the requirements of Title VII with respect to preg-
nancy and reproduction. The authority having jurisdiction
should seek the advice of counsel in resolving specific ques-
tions concerning these requirements as well as other
requirements that may be imposed by state' or local laws.
..Under Title VII. an "employer" is defined, generally. to mean a
person with "IS or more employees for each working day in each of
20 or more calendar weeks in the current or preceding calendar
year." See 42 U.S.C. 2000e. Several federal jurisdictions have held
that unpaid volunteers- are not considered to be "employees" under
Title VII.
'992 Edition
158.2-22
MEDICAL REQUIREMENTS FOR FIRE FIGHTERS
D-2 Choosing a Fire Department Physician. Several fac-
tors should be considered in choosing a fire department
physician. There are relatively few physicians with formal
'idency training and certification in occupational medi-
L:. Therefore, physicians with other specialties need to
]jl< considered. The background and experience of the
physician should be considered. Knowledge of occupa-
tional medicine and experience with occupational health
programs obviously would be helpful.
The physician must be committed to meeting the
requirements of the program including appropriate record
keeping. Their willingness to work with the department to
continually improve the program is also important. Finally,
their concern and interest in the program and in the indi-
viduals in the department is vital.
There are many options for obtaining physician services.
They could be paid on a service basis or through a contrac-
tual arrangement. For volunteer departments, local physi-
cians may be willing to volunteer their services for the pro-
gram with additional arrangements to pay for laboratory
testing, X-rays, etc. Some departments may want to utilize
a local health care facility for their care. However, in that
case, the department should be sure to have one individual
physician responsible for the program, record keeping, etc.
D-3 Coordinating the Medical Evaluation Program. An
individual from within the department should be assigned
the responsibility for managing the health and fitness pro-
gram, including the coordination and scheduling of evalu-
ations and examinations. This person should also act as
liaison between the department and the physician to make
sure that each has the information necessary for decisions
about placement, scheduling appointments, etc.
Confidentiality of all medical data is critical to the suc-
cess of the program. Members must feel assured that the
information provided to the physician will not be inappro-
priately shared. No fire department supervisor or manager
should have access to medical records without the express
written consent of the member. There are occasions when
specific medical information is needed to make a decision
about placement, return to work, etc., and a fire depart-
ment manager must have more medical information. In
that situation, written medical consent should be obtained
from the individual to release the specific information nec-
essary for that decision.
Budgetary constraints may affect the medical program.
Therefore, it is important that components of the program
be prioritized such that essential elements are not lost.
With additional funding, other programs or testing can be
added to enhance the program.
co 1992 National Fire Protection Association, All Rights Reserved.
Index
The copyright in this index is separate and distinct from the copyright in the document which it indexes. The licensing provisions set forth
for the document are not applicable to this index. This index may not be reproduced in whole or in part by any means without the express
written permission of the National Fire Protection Association, Inc.
-A.
Abdominal organs ........................................... 3-B, A-3-B
Administrators, fire department, guide for ................ App. D
Asthma............................................................... B-4.2
-8-
Blood and blood.fonning organs ...................... 3-14, A-3-14
-c.
Cancer risk ........ .................. ............,.................... B-2
Candidate
Defmilion ................................................... 1.4. A.I.4
Cardiovascular disease.............................................. B-2
Category A medical condition .............. see Medical conditions
Category B medical condition.............. see Medical conditions
Certified, medically ..................................... 2.4.3, A-2-4.3
Definition.................................. ..... .................... 1-4
Chemicals ................................................ 3-19, A-3-19.2
Chest wall ..................................................... 3-6, A-3-6
Coronary artery disease .......................................... 8-4.3
-0-
Dental........................................................ 3-4. A-3.4.2
Diabetes ............................................................. B-4.1
'992 Edition
Drugs ..................................................... 3-19, A-3-l9.2
Definition ........................................................... 1-4
-E.
Ears ............................................................ 3-3, A-3-3
Emergency operations
Definition ...........................,............................... 1-4
Endocrine disorders.................................... 3-15. A-3-l5.2
Esophagus................................................... 3-5. A-3-5.1
Evaluation..................................... see Medical evaluations
Extremities ...............................................3-11. A-3-11.2
Eyes ..........................................................3-2. A-3-2. I
.F.
Fire department
Guide for administrators .................................... App. D
Guide for physicians ......................................... App. B
Fire fighters
Current............ ............... ......................2-1.5, A-2-1.5
Definition................... ........................ ............. 1-4
Definition................................................... 1-4, A-I-4
Occupational safety and health problems ..................... B-2
Fire fighting functions, essential ............................. App. C
.G.
Gastrointestinal system............ ~.....,................. 3-8. A-3-8
Genitourinary system ................................... 3-9. A-3-9.1.2
.'-....r
ATTACHMENT "G"
REIMBURSEMENT PROCEDURES
"-----'
"'--'
Expense Reimbursement Requirements
This document is intended to provide "basic' guidelines to Human Service Organizations, county
travellers. and contractual parties who have reimbursable expenses associated with Monroe
County business. These guidelines, as they relate to travel, are from Florida Statute 112.06 I .
which is attached for reference.
A COVer letter SUJnmarizingthe nuijor line items on the reimbursable expense request should also
contain a certified statement such as:
I certity that the attached expenses are accurate and in agreement with the records of this
organization. Furthennore, these ""Penses ire in compliance with this organization's contract
with the Monroe County Board of County COmmissioners.
Invoices should be billed to the contracting agency. Third party payments will not be considered
for reimbursement. Remember, the expense should be paid prior to requestU,g a reimbursement.
Only current charges will be considered, no previous balances.
Reimbu~ent requests will be monitored in accordance with the level of detail in the COntract.
This dOCUment should not be considered all.inclusive. The Clerk's Finance Department reserves
the right to review reimbursement requests on an individual basis. Any questions regarding these
guidelines should be directed to Stephanie Griffiths at 305.292.3528.
rayroU:
A cenified statement veriJying tbe accuracy and authenticity of the payroll expenses.
.-
If a Payroll 10urnal is provided, it should inclUde:
PayroU 1C>Urnal dates
employee name, salary, or hourly rate
hours worked during the payroJJ JOUrnal dates
withholdinga where appropriate
check number and check amOunt
If a Payrolllournar is not provided the following must be listed:
check number, date, payee, check amount
suPPort for applicable payroll taxes
Original vendor invoices must be submitted for Wnrlcer's Compensation and liability insurance
Coverage.
\-
.~,'.. .
. '," '" "", '~,'
- .' -. '~'. .. .... .-
. . . . .
. . - . ~ -,
, '."...' .:i'-.'.':::' ~"'.:,i'.......~'~;:-.......___ ...:.__-.;'......~_ ..._ ..
!,'L~>'~~:;.~'~ ~->.;':'-. > __
Telephone expenses:
',,---, -
A user log of pertinent information must be remitted: the party called, the caller, the telephone
number, the date, and the purpose of the call must be identified.
TeJerax, fax, etc.:
A fax log is required. The log must define the sender, the intended recipient, the date, the number
called, and the reason for sending the fax.
Supplies, services, etc.:
For supplies or services ordered the County requires the original vendor invoice.
Rents, leases, et~.:
A copy of the rental agreement or lease is required. Deposits and advance payments will not be
allowable expenses.
Postage, overnight deliveries, courier, etc.:
A log of all postage expenses as it relates to the County contract is required for reimbursement.
For ovenU~t or express deliveries, the original vendor invoice must be included.
Reproductions, copie~, etc.:
A log of copy expenses as it relates to the County contract is required for reimbursement. The
log must define the date, number of copies made, source document, purpose, and recipient. A
reasonable fee for copy expenses will be allowable. For vendor services, the original vendor
invoice is required and a sample of the finished product.
...
Travel expenses: please refer to Florida Statute 112.061.
Travel expenses must be submitted on a State of Florida Voucher for Reimbursement of
Travel Expenses. Credit card statements are not acceptable documentation for reimbursement.
Airfare reimbursement requires the original passenger receipt portion of the airline ticket. A
travel itinerary is appreciated to facilitate the audit trail.
,
Auto rental reimbursement requires the original vendor anvolce. Fuel purchases should be
documented with original paid receipts.
Original taxi receipts should be provided. However, reasonable fares will be reimbursed without
receipts. Taxis are not reimbursed if taken to arrive at a departure.point: for example, taking a
taxi from one's residence to the airport for a business trip is not reimbursable.
\.-
~
Original toll receipts should be provided. However, reasonable tolls will be reimbursed without
receipts.
Parking is considered a reimbursable travel expense at the destination. Airport parking during a
business trip is not.
Lodging reimbursement requires a detail listing of charges. The original lodging invoice must be
submitted. The County win only reimburse the actual room and related bed tax. Room service,
movies, and personal telephone calls (see previous guidelines) are not allowable expenses. Per
diem lodging expenses may apply. Again, refer to Florida Statute 112.061.
Meal reimbursement is breakfast at $3.00, lunch at $6.00, and dinner at $12.00. Meal guidelines
are that travel must begin prior to 6 am for breakfast reimbursement, before noon and end after
2pm for lunch reimbursement, and before 6pm and end after 8 pm for dinner reimbursement.
Mileage reimbursement is calculated at 20 cents per mile for personal auto mileage while on
county business. Effective October I, 1994, mileage will be reimbursed at 25 cents per mile. An
odometer reading must be included on the state travel voucher for vicinity travel. A mileage map
is attached for reference to allowable miles from various Florida destinations.
Mileage is not aUowed from a residence or office to a point of departure: for example, driving
from one'ij home to the airport for a business trip is not a reimbursable expense.
Data processing, PC lime, etc.:
The original vendor invoice is required for reimbursement. Intercompany allocations are not
considered reimbursable expenditures unless appropriate payroll journals for the charging
department (see Payroll above) are attached and certified.
The following expenses are not allowable for reimburseme~t:
~
penalties and fines
non-sufficient check charges .
fundraising
contributions
capital outlay expenditures (unless specifically included in the contract)
depreciation expenses (unless specifically included in the contract)
SGRlFFITHS
WP51 \PROCEDUR\EXP REIM
\.-
MILEAGE CHART
\..; KEY WEST TO:
Bay Point 15
Big Coppitt 10
Big Pine 31
Big Torch Key 29
Clearwater Beach 399
Coco Beach 350
Conch Key 55
Cudjoe Key 22
Dania 186
Daytona ~h 416
Duck Key 62
Ft. Lauderdale 183
Ft. Myers 275
Gainesville 476 ~
Grassy Key 56
Hollywood 175
Homestead 127
Islamorada 83
,
Jacksonville 505
Key Colony Beach 53
Key Largo 101 -
Lakeland 365
\.-
Layton 70
.
V
Uttle Torch Key 28
Long Key 70
Lower Matecumbe Key 75
Marathon 48
Marathon Shores 53
Marco Island 221
Miami 155
Miami Beach 170
MiddJe Torch Key 26
Naples 236
Ocean Ree"f'. 118
Opa Loeka 180
Orlando 378
Palm Beach 223
~
Palm Beach Gardens 238
Panama City 702
Plantation Key 87
Ramrod Key 27
Rock Harf)or 100
Stock Island 05
SugarloaC Key 17
.-
Summerland Key -
24
\,-
~.
W. Summerland Key
31
39
606
391
92
84
Sunshine Key
Tallahassee
Tampa
Tavernier
Vacation Village
MARATHON TO:
Big Pine Key
Conch Key
17
12
35
50
22
110
39
24
09
45
~
Islamorada
Key Largo
,"')f
Long Key
Miami
Plantation Key
Summerland Key.
Sunshine Key
Tavernier
, .
\.-
BOOT KEY TO: WNG KEY TO:
~'
Long Key 20 Boot Key 20
Middle Torch 22 Cudjoe Key 41
HOMR~TEAD TO: Homestead 61
Islamorada 16
Key West 121
Marathon 22
Plantation 42
Miami 109
Tavernier 35
Middle Torch 43
KEY LARGO TO:
Plantation Key 20
Big Pine Key 10
MIAMI TO~
Homestead 21
Islamorada 12
Islamorada 36
,"H Key Largo 54
Long Key 40
Marathon 110
Marathon SO
PLANTA nON TO:
Miami 51
Big Pine 56
Ocean Reef 11
Duck Key ~ 26
Plantation 14
Homestead 42
Key Largo 14
Key West 87
Layton 17
Marathon 39
Miami 67
Sunshine Key -
48
\.-
y-
\ .
............
F.S. 1995
PUBLIC OFFICERS AND.EMPLOYEES; GENERAL PROVISI9NS
Ch. 112
when the Attorney General ruled that stich dual retire-
ments are prohibited by s 122.10(3). as recodified by
the Legislature In 1965. shall receive and enjoy the
rcliremcnt benefits awarded upon retirement, the provi.
s!ons ot s. 12210(3) to the contrary notwithstanding.
(2) The exceptions granted to state retirees coming
under the provisions of subseclion ( I) shall not apply to
any state employee retlring,Subsequent to November 1,
1970, and the administrator of the Florida Retirement
System IS hereby directed to establish such rules and
procedures as may be necessary to prohibit such dual
retirements for members of the Florida Retirement Sys.
tem or any retirement system consolidated therein pur-
suantto s. 121.011(2).
Hislory.-s. 1. eh. 72.202; s. 684. eh. 95-147.
112.0515 Retirement or pension rights unaffected
by consolidation or merger of governmental agencies.
II is hereby declared to be the policy of this state that
in any consolidation or merger of governments or the
transfer of functions between units of governments
either at the state or local level or between state and
local units, the rights of all public employees in any
retrrement or pension fund shall be fully protected. No
consolidation or merger of governments or governmen.
tal services, either state or local, accomplished in this
state shall diminish or impair the rights of any public
employee in any retirement or pension fund or plan
which existe.~ at the date of such consolidation or
merger and 'in}.~hich the employee was participating,
nor shall such consolidation or merger result in any
impairment or reduction in Qenefits or other pension
rights accruing to such employee.
Hislory.-s. 1. en 72-210.
112.061 Per diem and travel expenses of public
officers, employees, and authorized persons.-
(1 ) LEGISLATIVE INTENT.- There are inequities.
conflicts, incon3istencies, and lapses in the numerous
laws regulating or allempting to regulate travel
expenses of public officers, employees, and authorized
persons in the state. It is the intent of the Legislature:
(a) To remedy same and to establish uniform maxi.
mum rates, and limitations, with certain justifiable
exceptions, applicable to all public officers, employees,
and authorized persons whose travel expenses are paid
by a public agency.
(b) To preserve the standardization and uniformity
established by this law:
1. Tne provisions of this section shall prevail over
any conflicting provisions in a general law, present or
future, to the extent of the conflict; but if any such gen.
erallaw contfuns a specific exemption from this section,
inCluding a specific reference to this section. such gen-
erallaw shall prevail. but only to the extent of the exemp-
tion.
2. The provisions of any special or local law, pres-
ent or future. shall prevail over any conflicting provisions
in this section. bt It only to the extent of the conflict.
(2) DEFlNITIONS.-For the purposes of this section,
the followmg words shall have the meanings indicated:
(a) Agency or public agency-P,ny office. depart.
ment. agency. divis'on, subdiVision. political subdivision,
board. bureau. commission, authOrity. district. public
'r .~..\,'.;..~......._.... _ _.'~..'-~~. .._ .....~.~; ,,...... '-". .
body. body politic. county. city, town. village. muniCipal.
ity, or any other separate unit of government created
pursuant to law.
(b) Agency head or head of the agency-The
highest policymaking authority of a public agency. as
herein defined.
(c) Officer or public officer-An individual who in the
performance of his or her official duties is vested by law
with sovereign powers of government and who is either
elected by the people. or commissioned by the Gover.
nor and has jurisdiction extending throughout the state.,
or any person lawfully serving instead of either of the
foregoing two classes of individuals as initial designee
or successor.
(d) Employee or public employee-An individual,
whether commissioned or not, other than an ol1icer or
authorized person as defined 'herein, who is filling a reg-
ular or full-time authorized position and is responsible
to an agency head.
(e) Authorized person-
1. A person oth,' 'han a public officer or employee
as defined herein. w :ler elected or commissioned or
not, who is authorize. :JY an agency head to incur travel
expenses in the performance of official duties.
2. A person who is called upon by an agency to
contribute time and services as consultant or adviser.
3. A person who is a candidate for an executive or
professional position.
(f) Traveler-A public officer, public employee, or
authorized person, when performing authorized travel.
(g) Travel expense, traveling expenses. necessary
expenses while traveling, actual expenses while travel-
ing, or words of similar nature-The usual ordinary and
incidental expenditures necessarily incurred by a trav-
eler.
(h) Common carrier-Train, bus, commercial airline
operating scheduled flights. or rental cars of an estab.
lished rental car firm.
(i) Travel day-A periOd of 24 hours consisting of
four quarters of 6 hours each.
(j) Travel period-A period of time between the
time of departure and time of return.
(k) Class A travel-Continuous travel of 24 hours or
more away from official headquarters.
(I) Class B travel-Continuous travel of less than 24
hours which involves overnight absence from official
headquarters.
(m) Class C travel-Travel for short or day trips
where the traveler is not away from his or her official
headquarters overnight.
(n) Foreign travel-Travel outside the United States.
(3) AUTHORITY TO INCUR TRAVEL EXPENSES.-
(a) All travel must be authorized and approved by
the head of the agency, or his or her designated repre.
sentative. from whose funds the traveler is paid. The
head of the agency shall not authorize or approve such
a request unless it is accompanied'by a signed state.
ment by the traveler's supervisor stating that such travel
is on the otficial business of the state and also stating
the purpose of such travel.
(b) Travel expenses oHravelers shalllbe limited to
those expenses necessarily Incurred by them in the per.
formance of a public purpose authorized by law to be
827
~'-
f~1E_______~UB!-ICQFF~~EB~_~~~E}~~L.Oy~g~; G~N~~~_~ROYISIQ!~~_
performel; by the ag~ncy and must be within the limif"J
tlons prescribed by this sectlor,.
(el Travel by publ,c 011108rs or employecs serving
temporarily in L'ehalt o'i anothcr agency or partly in
behalf of more than one agency at the same time, or
authonze:d persons who are called upon to contribute
time and services as consultants .or advisers, may be
authorIZed by the agency head. ~mplete explanation
and JUSl1flcatlon must be shown on the travel expense
voucher or attached t!lereto.
(d) Travel expenses of public employees for the sole
purpose of taking merit system or other job placement
examinations, wntten or oral, shall not be allowed under
any circumstances, excGflt that upon prior written
approval of the agency head. candidates for executive
or professional positions may be allowed travel
expenses pursuant to this section.
(e) The agency head, or a designated representa-
tive. may pay by advancement or reimbursement, or a
combination thereof. the costs of per diem of travelers
2nd authorized persons for foreign travel at thc current
rates as specified in the federal publication
"Standardized Regulations (Government Civilians, For-
eign Areas)" and incidental expenses as provided in this
section.
(f) A traveler who becomes sick or injured while
away from his or her official headquarters and is there-
fore unable to perform the official business of the
a gene\,) \nay continue to receive subsistence as pro
vlded in subsection (6) during this period of illness or
injury until such time 't'> he or she is able to perform the
official business of the agency or returns to his or her
official headquarters, whichever is earlier. Such subsist-
ence may be paid when approved by the agency head.
(g) The secretary of the Department at Health and
RehabiLtative Services or a designee may authorize
travel expenses incidental to the rendering of medical
services for ar.d on behalf of clients of the Department
of Health and Rehabilitative Services. The Department
of Health and Rehabilitative Services may establish
rates lower than the maxirnum provided in this section
for these travel expenses.
(4) OFFICIAL HEADOlJ.A.RTERS -The official head-
quarters of an officer or employee assigned to an office
shall be tile city or town in which the office is located
except that:
(a) The ofk:ial headquarters of a person located in
the field shall be the city cr town nearest to the area
whe,e the majority of the person's work is performed, or
such other city, town. or area as may be designated by
the agency head provided that in all cases such desig-
natiorl\ must be in the best interests of the agency and
not for the convenience of the person.
(b) When any state employee is stationed in any city
or town for a period of over 30 contmuous workdays.
such c'ty or town shall be deemed to be the employee's
o7flcial headqu&rters, and he or she shall not be allowed
per d'em or subsistence. as provided in thiS section.
after the said penod of 30 continuous workdays has
elapsed unlpss tilis peno] of time is extended by the
express approval of the aqency head.
(e) A traveler may leale titS or her assigned post to
return home overnight, over a weeKi'nd. or dUring a holi
F~:J~9~
day, but any time lost from renular duties shall be taken
as annual leave and authorized in the usual Plan pur. The
tral. ler shall not be reimbursed fur travel expcnses in
excess of the established rate h ,r IJcr dll~I'l allowable
had he or she remained at hiS or her asslqnec post.
However, when a traveler has been temporarily
assigned away from hiS or her offiCial headquartus for
an approved penod extending beyond :}Q days, he or
she shall be entitled to reimbursement for travel
expenses at the established rate of one round tllp 101
each 3D-day period actually taken to hiS or her home in
addition to pay and allowances otherwise provided.
(5) COMPUTATION OF TRAVEL TIME FOR RElivl-
BURSEMENT.-For purposes of reimbursement and
methods of calculating fractional days of travel, the fol-
lowing principles are prescribed:
(a) The travel day for Class A travel shall be a calen-
dar day (midnight to midnight). The travel day for Class
B travel shall begin at the same time as the travel period.
For Class A and Class 9 travel, the traveler shall be reim-
bursed one-fourth of the auttlorized rate of per diem for
each quarter, or fraction thereof, of the travel day
included within the travel period. Class A and Class B
travel shall include any assignment on official business
outside of regular office hours and away from regular
places of employment when it is considered reasonable
and necessary to stay overnight and for which tl a vel
expenses are approved.
(b) A traveler shall not be reimbursed on a per diem
basis for Class C travel, but shall receive subsistence as
provided in this section, which allowance for meals shall
be based on the following schedule:
1. Breakfast-When travel begins before 6 am,
and extends beyond 8 a.m.
2. Lunch-When travel begins before 12 noon and
extends beyond 2 p.m.
3. Dinner-When travel begins before 6 p.m. and
extends beyond 8 p.m.. or when travel occurs dunng
nighttime hours due to special assignment.
No allowance shall be made for meals when travel is
confined to the city or town of the official headquarters
or immediate vicinity: except assignments of official
business outside thi} traveler's regUlar place of empioy.
ment if travel ex~enses are approved
(6) RATES OF PER DIEM AND SUBSISTENCE
ALLOWANCE.-For : urposes of reimbursement ratcs
and methods of calculation. per diem and subsistence
allowances are divided into the followir;J ~roups and
rates:
(a) All travelers shall be allowed fe,' subsisten:l'
when traveling to 8 convention or confeence or wr.::n
traveling within or outside the state in or:er to conddc!
bona fide state business, which convention. conferencc.
or business serves a direct and lawful public purpose
with relation to the public agency served by the person
attending such meeting or conducting such busllless,
either of the following lor each day of such travel at th,e
option of the traveler'
1. Fifty dollars per diem; or
2. If actual expt"!J:1ses exceed $50, the amounts pei
mitt,~d in raragraph (b) for meals, plus actual expenses
for 10dglllY at a Single-occupancy rate to be substantl
aled by paid bills thf:I,'lor.
828
F.S. 1995
...-.......-t.-.:......~..:...."ifi,;,li
Pl!~!-!f_OfflCER~!'II)E~!-oyl:~SL g~NE~~'=-J.Ri>_VISIONS
Ch. 112
\-
When lodging or meals are providerl at a stat0- institu-
tion. the tmveler shall be reimbursed only for ttl0 actual
expenses ot such lodging or meals. not to exceed the
maximum provided for In this subsection.
(b) All travelers shall be allowed the following
amounts for subsistence while on Class C travel on offi-
Cial business as provided i~ paragraph (5)(b):
1. Breakfast ..................:;........................................$3
2. Lunch........... ...................................................... .$6
3. Dinner ...............................................................$12
(c) No one, whether traveling out of state or in state,
shall be reimbursed for any meal or lodging included in
a convention or conference registration fee paid by the
state.
(7) TRANSPORTATION.-
(a) All travel must be by a usually traveled route. In
case a person travels by an indirect route for his or her
own convenience. any extra costs shall be borne by the
traveler; and reimbursement for expenses shall be
based only on such charges as would have been
Incurred by a usually traveled route. The agency head
shall deSignate the most economical method of travel for
each trip. keeping in mind the following conditions:
1. The nature of the business.
2. The most efficient and economical means of
travel (considering time of the traveler, cost of transpor-
tation, and per diem or subsistence required).
3. The number of persons making the trip and the
amount o~riluipment or material to be transported.
(b) The Department of Banking and Finance may
provide any form it deems necessary to cover travel
requests for traveling on oVlcial business and when paid
by the state.
(c) Transportation by common carrier when travel-
ing on official business and paid for personally by the
traveler, shall be substantiated by a receipt therefor.
Federal tax shall not be reimbursable to the traveler
unless the state and other pUblic agencies are also
required by federal law to pay such tax. In the event
transportation other than the most economical class as
approved by the agency head is provided by a common
carrier on a flight check or credit card, the charges in
excess of the most economical class shall be refunded
by the traveler to the agency charged with the transpor-
tation provided in this manner.
(d)1. The use of privately owned vehicles for official
travel in lieu of publicly owned vehicles or common carri-
ers may be authorized by the agency head. Whenever
travel is by privately owned vehicle, the traveler shall be
entitled to a mileage allowance at a fixed rate c' 25 cents
per mile for state fiscal year 1994-1995 and 29 cents per
mile thereafter or the common carrier fare for such
travel. aSldetermined by the agency head. Reimburse-
ment for expenditures related to the operation, mainte-
nance. and ownership of a vehicle shall not be allowed
when privately owned vehicles are used on public busi-
ness and reimbursement is made pursuant to this para-
graph. except as provided in subsection (8).
2 All mileag.] shall be shown from point of origin to
pOint of destination and. when possible, shall be com-
puted on the basis of th(~ current map of the Department
of Transportation Vicinity mileage necessarv for the
conduct of offiCial bUSiness IS allowable but'must be
shown as a separate item on the expense voucher.
(e) Transportation by chartered vehicles when trav.
eling on ofticial business may be authorized by the
agency head Wilen Ilecessary or where It is to the
advantage of the agency, provided the cost of such
transportation does not exceed ttlC cost of transporta
tlon by privately owned vehicle pursuant to paragraph
(d).
(f) The agency head may grant monthly allowances
in fixed amounts for use of privately owned automobiles
on official business in lieu of the mileage rate provided'
in paragraph (d). Allowances granted pursuant to this
paragraph shall be reasonable, taking into account the
customary use of the automobile, the roads customarily
traveled, and whether any of the expenses incident to
the operation, maintenance. and ownership of the auto
mobile are paid from funds of the agency or other public
funds. Such allowance lTlay be changed at any time, and
shall be made on the baSIS of a signed statement of the
traveler, filed before the allowance is granted or
changed, and at least annually thereafter. The state.
ment shall show the places and distances for an aver.
age typical month's travel on official business, and the
amount that would be allowed under the approved rate
per mile for the travel shown in the statement, if pay.
ment had been made pursuant to paragraph (d).
(g) No contract may be entered into between a pub-
lic officer or employee, or any other person, and a public
agency, in which a depreciation allowance is used in
computing the amount due by the agency to the irdivid-
ual for the use of a privately owned vehicle on official
business; provided, any such existing contract shall not
be impaired.
(h) No traveler shall be allowed either mileage or
transportation expense when gratuitously transported
by another person or when transported by another trav-
eler who is entitled to mileage or iransportation
expense. However, a traveler on a private aircraft shall
be reimbursed the actual amount charged and paid for
the fare for such transportation up to the cost of a com-
mercial airline ticket for the same flight. even though the
owner or pilot of such aircraft is also entitled to transpor-
tation expense for the same flight under this subsection.
(8) OTHER EXPENSES.-
(a) The following incidental travel expenses of the
traveler may be reimbursed:
1. Taxi fare.
2. Ferry fares; and bridge, road, and tunnel tolls.
3. Storage or parking fees.
4. Communication expense.
5. Convention registration fee while attending a
convention or conference which will serve a direct public
purpose With relation to the public agency served by the
person attending such meetings. A traveler may be
reimbursed the actual and necessary fees for attending
events which are not included in a baSIC registration fee
that directly enhance the public purpose of the partici-
pation of the agency in the conference. Such expenses
may include. but not bf) limited to, banquets and other
meal functions. It shall be the responsibility 0' the trav.
eler to substantiate that the charoes werf! prllpcr and
necessary. However. any meals or IcdginfJ included III
the registration fee will b8 deducted in accordance With
the allowances provided III subsection (6).
829
p
Ch.112
PU~~~G_9fFICERS ~t-Il2.E~b9ygs; GEN~~~~!'fl9YI~IO~~___--.E~~.! 99~
~.
(LJ) Other expenses which are not specifically
Cluttlorll'ed by this section may be approved by the
Uc~artlTient of Banking and Finance pursuant to rules
adopted by It. Expenses approved pursuant to thiS para-
graph shall be reported by tile Department of Banking
and FI;'oncc to the Auditor General annually.
(9) RULES AND REGULATIONS.-
(a) The Department of Banking and Finance shall
promulgate such rules and regulations, including, but
not limited to. the general critena to be used by a state
agency to predetermine Justlftcation for attendance by
state officers and employees and authorized persons at
conventions and conferences. and prescribe such torms
as may be necessary IQ effectuate the purposes of this
section. The department may also adopt rules prescrib.
ing the proper disposition and use of promotional items
and rebates oftered by common carriers and other enti-
tles In connection with travel at publiC expense; how.
ever, before adopting such rules, the department shall
consult with the appropriation committees of the Legis-
lature.
(b) Each state agency shall promulgate such addi.
tlonal specific rules and regulations and specific criteria
to be used by it to predetermine Justification for attend-
ance by state officers and employees and authorized
persons at conventions and conferences, not in conflict
with the ruies and regulations of the Department of
Banking and Finance or with the general criteria to be
used by a state agency to predetermine justification for
attendanolj.f>y state officers and employees and author-
ized persons at conventions, as may be necessary to
effectuate the purposes of this section.
(10) FRAUDULENT CL4.IMS.-Claims submitted pur-
suant to this section shall not be required to be sworn
to before a notary public or other officer authorized to
administer oaths. but any claim authorized or required
to be made under any provision of this section shall con.
tam a statement that the expenses were actually
incurred by the traveler as necessary travel expenses in
the performance of official duties and shall be verified
by a written declaration that It is true and correct as to
every material matter; and any person who willfully
makes and subscribes any such claim which he or she
does not believe to be true and correct as to every mate-
rial matter. or who willfully aids or assists In, or procures,
counsels. or advises the preparation or presentation
under the provisions of this section of a claim which is
fraudulent or IS false as to any material matter, whether
or not such falsity or fraud is with the knowledge or con-
sent of the person authorized or required to present
such claim. IS guilty of a misdemeanor of the second
degree, puniShable as provided in s. 775.082 or s.
775.083. Whoever shall receive an allowance or reim-
bursemen~ by means of a false claim shall be civilly liable
III the amount of the overpayment for the reimbursement
of the public fund from which the claim was paid.
(11) TRAVEL AUTHORIZATION AND VOUCHER
FORMS.-
(a) Authorization forms.- The Department of Bank-
Ing and Finance shall furnish a uniform travel authOriza-
tion request form which shall be used by all state officers
a:1d emplovees and authorized persons when request-
l:1g approval for Itle performance 01 travel to a conven-
tion or conference. The torm shall include, but nol be lim.
ited to, proVISion tor the name of eaer. \raveler, purpose
of travel, period of travel. estimated cost to the stDte,
and a statement of benefits accruing to the state by VIr.
tue of such travel. A copy of the program or agenda of
the convention or conference. itemiZing registration fees
and any meals or lodging included Ifl the registration fcc,
shall be attached to, and filed with, the CODY of the travel
authorization request torm on file with the agency. The
form shall be signed by the traveler and by the traveler's
supervisor staling that the travel is to be incurred in con.
nection with official business of the state. The head of
the agency or his or her designated representative shall
not authorize or approve such request in the absence
of the appropriate signatures. A copy of the travel autho.
rlzation form shall be attached to, and become a Dart uf,
the support of the agency's copy of the travel voucher.
(b) Voucher forms.-
1. The Department of Banking and Finance shall
furnish a uniform travel voucher form which shall be
used by all state officers and employees and authorized
persons when submitting travel expense statements for
approval and payment. No travel expense statement
shall be approved for payment by the Comptroller
unless made on the form prescribed and furnished by
the department. The travel voucher form shall provide
for, among other things, the purpose of the official travel
and a certification or affirmation, to be signed by the
traveler, indicating the truth and correctness of the claim
in every material matter, that the travel expenses were
actually incurred by the traveler as necessary in the per-
formance of official duties, that per diem claimed has
been appropriately reduced for any meals or lodging
included in the convention or conference registration
fees claimed by the traveler, and that the voucher COrl-
forms in every respect with the requirements of this sec-
tion. The original copy of the executed uniform travel
authorization request form shall be attached to the uni.
form travel voucher on file with the respective agency.
2. Statements for travel expenses Incidental to the
rendering of medical services for and on behalf of clients
of the Department of Health and Rehabilitative Services
shall be on forms approved by the Department of Bank-
ing and Finance.
(12) ADVANCEMENTS.-Notwithstanding any of the
foregoing restrictions and limitations, an agency head
may make, or authorize the making oi. advances to
cover anticipated costs of travel to travelers. Such
advancements may include the costs of subsistence
and travel of any person transported in the care or cus.
tody of the traveler in the performance of his or her
duties.
(13) DIRECT PAYMENT OF EXPENSES BY AGENCY.
Whenever an agency requires an employee to incur
either Class A or Class B travel on emergency notIce to
the traveler, such traveler may request the agency to
pay his or her expenses for meals and lodging directlj'
to the vendor, and the agency may pay the vende'r the
actual expenses tor meals and lodging dUring the travel
period, limited to an amount not to exceed that author.
ized pursuant to thiS section. In emergency situations,
the agency head may-authorize an increase In the
amount paid tor a speCifiC meal, provided that ttle total
830
"----'
r
Ch. 112
F .~L199~__ ___ __ _~~B~IC_Qff!fg~?HA~gE~!:,LOYEE~Lg-'~~~~~~ROy!~I()!,!~
(),JilV e(Jst ot nleals docs not exceed the totdi amount
"L:!tlOrlled t,)r mL:als cacti day. The agency head Of Ills
or ner deslgllCc m3Y also grant prior approval tor a ::;late
a-leney to make direct payments ot travel expenses In
ottler situations that result In cost savings to the state,
and such cost savings shall be documented in the
voucher submitted to the Comptroller for the direct pay-
ment of travel expenses. 1>>e provisions of this subsec-
tion shall not be deemed ta apply to any legislator or to
any employee ot either house of the Legislature or of the
JOint Legislative Management Committee.
HlStory.- ss 1.3 eh. 22830. 194,: ss I 2.3. eh 23892. 1947: SS. 1. 3. eh 25040.
1,49 ss 1 3. eh. 26910. 1951: s.l. eh. 28303.1953. s. 1. eh 29628.1955: S t. eh.
07-230. S 1. en 61-183. S I. eh 61-4]: S 1. eh. 63-5: $. I. eh. 63-192. 0 I. el.
"3-122 S 1. eh &;;-400.5S 2. 3. eh 67-371: SS. 1. 2. eh. 67 -2206: s. 1. eh 69-19]:
, l.eh 69-381:ss t2.23.~35.eh69-106.s.65.eh 71-136:s.1,eh 72.213:
S 1.eh 72.217.5 1.eh 72-324;<.26 eh 72-404:s. 1.ell 73-169:s.1.eh 74-15:
s leh 74-246.s l.eh 74-365.ss 1.2.eh75-33:s l.eh76-166:s 2.eh 76-208:
s> 1.2. eh 7';-250. s. t. eh 77-174: S. I. eh. 77-231: ss. 1.2, eh. 77-437 s. 2, eh.
78-95: s. 51, eh 79-190: s. I. eh 79-205: s. 1, eh 79-303: 5,1. eh. 79-412: S5 1,
2.ch 81-207 ss 1.2.eh83-307:s. 1.eh85-140.s. 1.eh.87-407:s4.eh 88-235:
S 12. eh 89-291. s. 18. eh. 91-45: s. I, eh. 94-139: s, 1403. eh. 95-147: s. 26, eh.
95-312
112.062 Cabinet members; educational and infor-
mational travel expenses.-When he or she deems it
necessary in order to carry out an official function of
oftlce, a member of the Cabinet may Incur and be reim-
bursed for travel expenses pursuant to s. 112.061 for the
purpose of educating and informing the public as to the
Cabinet member's official duties.
HI510ry.-S I. eh. 80-212. s. 685. eh, 95-147,
112.063 ,~eimbursement of county employees for
educationallNpenses.-County constitutional officers
and county commissioners are authorized to reimburse
employees for educational e~penses, subject to the fol-
lowing conditions:
(1) The coursework must be designed to enhance
the knowledge, skills, and abilities relating to official
duties which the employees perform.
(2) The reimbursement of educational expenses in
no way obligates the officer or commissioner to grant
time off or leave for the taking or completion of such
course or program of instruction.
(3) An employee shall not be permitted to utilize any
space, personnei, equipment, or supplies of the office
by which he or she is employed in the process of fulfilling
any of the requirements Imposed by the coursework for
which he or she is being reimbursed.
(4) The limitations contained in subsections (1}-(3)
shall not be construed to apply to any courses offered
by or as a part of an educational program sponsored by
any state agency for which the constitutional officer or
C0mmlSSlo~er is obligated to perform duties prescribed
by law, Oi any educational program conducted In fur-
therance of s. 195.002, if such limitations did not exist
prior to Jui~ 1, 1990.
Nothing In this section shall be construed as prohibiting
employees from receiving otherwise authorized per
diem expenses provided for by s. 112061. nor shall it be
construed as prohibiting the payment of wages other-
wise due under the proVisions of state or federal law.
Hlstory.-s '. ch ~- 80. s, 686 eh ~~- 147
112.08 Group insurance for public officers,
employees, and certain volunteers; physical examina.
tions.-
(1) As used in this section. the term "local govern-
mcnlalurllt" means any county. mUflIclpality, comrnurHty
college dl~trict. school board, or special ui~lrrct or any
county ottlcer listed in s. 1(d}, Art. VIII of the State Con-
stitution.
(2}(a) Every local governmental unit is authorized to
provide and payout of Its available funds lor all or part
of the premium for Iile, health, accident, hospitalization.
legal expense, or annuity Iflsurance, or all or any kinds
of such Insurance, for the officers and employees of the:
local governmental unit and for health, accident. hospi-
talization, and legal expense insurance for the depen-
dents 01 such officers and employees upon a group
insurance plan and, to that end, to enter into contracts
with insurance companies or professional administra-
tors to provide such insurance. Before entering any con-
tract for insurance. the local governmental unit shall
advertise for competitive bids; and such contract shall
be let upon the basis of such bids. However, the local
governmental unit may undertake simultaneous negotia-
tions with those companies which have submitted rea-
sonable and timely bids and are found by the local gov-
ernmental unit to be fully qualified and capable of meet-
ing all servicing requirements. Each local governmental
unit may self-insure any plan for health, accident, and
hospitalization coverage or enter into a risk manage-
ment consortium to provide such coverage, subject to
approval based on actuarial soundness by the Depart-
ment of Insurance; and each shall contract with an insur-
ance company or professional administrator qualified
and approved by the Department of Insurance to admin-
ister such a plan.
(b) In order to obtain approval from the Department
of Insurance of any self-insured plan for health, acci-
dent, and hospitalization coverage, each local govern-
mental unit or consortium shall submit its plan along with
a certification as to the actuarial soundness of trle plan,
which certification is prepared by an actuary who is a
member of the Society of Actuaries or the American
Academy of Actuaries. The Department of Insurance
shall not approve the plan unless it determines that the
plan is deSigned to provide sufficient revenues to pay
current and future liabilities, as determined according to
generally accepted actuarial principles. After implemen-
tation of an approved plan. each local governmental unit
or consortium shall annually submit to the Department
of Insurance a report which includes a statement pre-
pared by an actuary who is a member of the Society of
Actuaries or the American Academy of Actuanes as to
the actuarial soundness of lhe plan. The report is due
90 days after the close of the tiscal year of the plan. The
report shall consist of. but is not limited to:
1. The adequacy 01 contribution rates in meeting
the level of benefits provided and the changes. If any,
needed in the contribution rates to achieve or preserve
a level of funding deemed adequate to enable payment
of the benefit amounts provided under the plan and a
valuation of present assets. based on statement value,
and prospective assets and liabilities of the plan and the
extent of any unfunded acclued liabilities. I
2. A plan to amortize any unfunded liabilities and a
description of actions taken to reduce unfunded liabili-
ties.
831
'--
ATTACHMENT "H"
EXAMPLE: REIMBURSEMENT COVER LETTER
. ,,:' .:.::.......
\../
FIRE OR AMBULANCE ORGANIZATION LETTERHEAD
Monroe County Board of County COmmissioners
Finance Department
500 Whitehead Street
Key West, Florida 33040
June 23, 1995
The fOllowing is a SUlnma.y of the expenses for (l'ire or Ambulance O'11anizalion name) for the
time period of to
Check # ~ ReAsQn Amount
101 A Company rent $xxxx.xx
102 B Company utilities $xxxx.xx
103 D Company phones $xxxx.xx
104 Person A payroJJ $xxxx.xx
105 Person B payroJJ $xx:xx.xx
\H
(A) Total .$xxxx x~
~
(B) T otaI prior payments $xxxx.xx
(C) Total requested and paid (A + B) $xxxx.xx
I certity that the above checks have been submitted to the vendors as noted and t1lat the expenses
are accurate and in agreement with the records oftbis organization. Furthennore, these expenses
are in compliance with tbis organization's contract with the Monroe County Board of County
Commissioners and wiD not he submitted for reimbursement to any other funding source.
Organization President or Chief
I
Attachments (supporting documentation)
Sworn and subscribed before me this
day of
199_.
Notary Public
-
--
Notary Stamp
\-
<"5 '. ~..'
,.:.;,"'- ,