JOB DESCRIPTIONS

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Toolbox

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TOOLBOX

2001 Daecher Consulting Group, Inc.rev. 6/05

TABLE OF CONTENTS

JOB DESCRIPTION1Driver1Service Technician1Dispatcher1Manager1Office Worker/Support Staff2Bus Cleaner2

DRIVER MANAGEMENT PROCEDURES3General information3Structured Telephone & Walk-in Interview Process5Road Test13

Training Guidelines for New Drivers20

Road Observations25

JOB HAZARD ANALYSIS27Maintenance Staff27Apprentice/Preventive Maintenance Mechanic28Shop Labor er28General Maintenance Personnel29

Office Staff29

OSHA COMPLIANCE PROCEDURES30

Hazard Communication Program & Procedures30Respiratory Protection Program & Procedures42Bloodborne Pathogens Exposure Control Program54

Lockout/Tagout Program & Procedures65

Emergency Action and Fire Prevention Program & Procedures74

Multi-Piece/Single-Piece Rim Wheels81

Work Environment86

Personal Protective Equipment Program & Procedures94

Powered Industrial Trucks (Forklifts)109

BUS SPECIFIC PROCEDURES123

Bus Fuelling Procedures123

Sewage Waste (Lavatory Holding Tank) Procedures123

“Mystery Bus Damage” Procedures124

Passenger Assistance Procedures125

Baggage Handling Procedures127

Hour-of-Service Procedures128

ACCIDENT/INCIDENT REPORTING AND INVESTATION REPORTING130

Requirements for Reporting and Responding to Accidents130

Definition131

Reporting131

Recording132

Investigation144

MODIFIED RETURN-TO-WORK PROCEDURES153Management’s Responsibilities153

Supervisor’s Responsibilities154

Types of Return-to-Work Programs157

GENERAL SAFETY RULES AND SUPERVISORY PROCEDURES158

Driver Safety Rules158

Facility Safety Rules159

Supervisor Safety Procedures162

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2001 Daecher Consulting Group, Inc.rev. 6/05

JOB DESCRIPTIONS

DRIVER :

Drives bus to transport passengers over specified or irregular routes to local or distant points according to time schedule. Assists passengers and collects tickets or cash fares. Regulates heating, lighting, and ventilating systems for passenger comfort. Complies with local traffic regulations and applicable state and federal regulations. Reports delays or accidents. Records cash receipts and fares. Inspects bus as required per company policy and regulations. Loads and unloads baggage in baggage compartment. Fuels vehicle when necessary. May make repairs and change tires. Reads schedules and itineraries, interprets maps, processes accident and incident reports, prepares reports requiring basic math skills.

SERVICE TECHNICIAN :

Inspects, repairs and overhauls vehicles. Examines vehicle and determines nature and extent of any damage or malfunction. Plans work procedure, using charts, technical manuals, and experience. Follows manufacturer's recommended service procedures. Raises vehicle, using hydraulic jack or hoist, to gain access to mechanical units bolted to underside of vehicle. Removes units, such as engine, transmission, or differential, using wrenches and hoist. Disassembles a unit and inspects parts for wear, using it appropriate tools. Replaces or repairs parts, using mechanics hand tools. Overhauls, replaces, or rebuilds parts using lathes, shapers, drill presses, and welding equipment. Rewires ignition system, lights, an instrument panel. Relines and adjusts breaks, aligns wheels, repairs or replaces shock absorbers, and repairs system fluid and air leaks. Mends damage to body and fenders by hammering out or filling in dents and welding broken parts. Replaces and adjusts headlights, and installs and repairs accessories, such as radios, heaters, mirrors, and windshield wipers. May drive repaired vehicles to verify repairs.

DISPATCHER :

Assigns motor vehicles and drivers for conveyance of passengers. Compiles a list of available vehicles. Assigns vehicles according to factors, such as length and purpose of trip, passenger requirements, and preference of user. Issues keys, record sheets, and credentials to drivers. Records time of departure, destination, and expected time of return. Investigates overdue vehicles. Directs activities of drivers, using two-way radio, or alternate method of communication. May maintain record of mileage, fuel used, repairs made, and other expenses. Dispatches buses according to schedule and oversees bus drivers. Issues orders for departure of buses at specified hours, according to schedule. Arranges for extra buses and drivers in case of accidents or other emergencies. May inspects drivers appearance and physical condition prior to dispatch. May record movement and location of vehicles subsequent to dispatch. Receives telephone or radio reports of accidents, delays, equipment breakdowns, and other operating or maintenance difficulties. Maintains a lot of schedule runs, numbers of vehicles, and names of drivers. Makes report of all accidents.

MANAGER :

Directs and coordinates activities of company to provide fast, efficient, and safe transportation, either performing following duties personally or through subordinate supervisory personnel: Recommends rate revisions, extension of routes, or changes in schedules in order to improve services and increase revenues. Coordinates terminal and dispatching activities, communication operations, and assignment of driving personnel to obtain optimal use of facilities, equipment, and human resources. Inspects physical facilities of terminal and trucks/trailers for such factors as cleanliness, safety, and appearance, and takes required actions in order to meet prescribed standards. Processes customer complaints and initiates corrective actions into causes of accidents, interviews operators concerned to determine responsibility, and takes actions on findings or submits reports to management. Directs preparation and issuance of new schedules to terminals and operating personnel. Dispatches replacement vehicles and personnel for vehicles involved in accidents, mechanical breakdowns, or other emergencies. Directs and participates in training all personnel and issues manuals, bulletins, and technical guides to improve services and operational activities. Checks trip and dispatch logs for conformance with schedules. Verifies freight deliveries with operator reports and reviews problems with personnel concerned. Directs preparation of and keeping of dispatch in vehicle operations records and reports.

OFFICE WORKER/SUPPORT STAFF :

May perform any combination of the following and similar clerical duties requiring limited or detailed knowledge of systems and procedures: Writes, types, or enters information into computer, using keyboard, to prepare correspondence, bills, statements, receipts, checks, or other documents. Proofreads records or forms. Counts, weighs, or measures materials. Sorts, files, and maintains records and documents. Receives money from customers and deposits monies as stipulated. Addresses envelopes or packages by hand. Stuffs envelopes, answers telephones, conveys messages, and runs errands. Prepares various report for review by management or designees. Stamps, sorts, distributes mail. Photocopies documents.

BUS CLEANER :

Cleans interiors and exteriors of vehicles. Cleans the interior of vehicle, using broom, cloth, mop, vacuum cleaner, and other cleaning accessories. Cleans windows with cleansing compounds, water, and cloth. Replenishes sanitary supplies in vehicle compartments. Removes dust, grease, and oil from exterior surfaces of vehicles by spraying or washing vehicles, using spraying equipment, brush or sponge. May polish exterior of vehicle. May fumigate interior of vehicle, using fumigating gases or sprays.

DRIVER MANAGEMENT PROCEDURES

Scope

Proper selection and training of new employees is a key element in any safety program, but it is especially important when selecting new drivers. The following procedures will be followed in the selection of new drivers.

GENERAL INFORMATION

Hiring Procedures

The Company will perform the following procedures when hiring drivers:

· Pre-Offer/Pre-Employment

· Advertise/Post position-describing essential job functions, physical requirements, minimum qualifications, etc.;

· Screen respondents using walk-in/telephone structured interview (use attached form as a guide);

· All applicants must completely fill-out an application form and authorizations;

· Motor Vehicle Driver's Certification of Violation Form must be completed (if not part of application) (form attached);

· A thorough formal interview of each candidate will be conducted;

· Experience reference checks of previous employers for at least the past 3 years will be conducted;

· Checks for positive drug tests for at least the past two years from previous employers must be performed (if CDL drivers);

· Background check of criminal activities must be performed;

· Obtain and review MVR of applicant. Applicant should not be considered for employment if the MVR contains:

· 2 or more moving violations in last 3 years;

· More than 1 accident in last 3 years;

· Any DUI/DWI conviction.

· Post-Offer/Pre-Employment

· Require medical qualification through a DOT or other appropriate physical exam. If candidate does not pass physical, do not employ. If applicant has mild or severe hypertension, insulin-treated diabetes, blindness in any eye, or non-use of any limb, do not employ.

· Require pre-employment drug test, using appropriate specimen collection and testing facilities.

If candidate does not pass drug test, do not employ.

· Require physical fitness test, if defined for job. If candidate does not pass test, do not employ.

· If commercial vehicle driver, conduct driver qualification review. If candidate is not qualified to drive, do not employ.

· Conduct road test, using type of vehicle to be used for job. If candidate does not pass road test, do not hire. (See attached form for testing/assessment.)

· Post-Offer/Post-Employment

· Prepare driver qualification file for CDL drivers containing:

· Application;

· Complete Motor Vehicle Driver's Certification of Violations form (if not part of application);

· Evidence of employment reference checks;

· Evidence of positive drug test checks;

· Copy of MVR reviewed for hire;

· Copy of medical qualification card or physical exam;

· Copy of CDL (if applicable);

· Copy of road test results.

· Review all applicable employment, job-specific and safety policies and procedures with employee. Obtain evidence of review and understanding of policies and procedures from employee.

· Provide initial minimum training as follows:

· Pre-trip/post-trip inspection procedures;

· Basic defensive driving;

· Trip planning and preparation;

· Emergency and accident procedures;

· Compliance with regulations;

· Comprehensive knowledge of equipment;

· Alcohol and controlled substances effects and consequences;

· Specific equipment use training;

· Passenger assistance (including "special needs" passengers);

· Customer relations;

· Baggage handling;

· Employee health and safety (personal wellness and fatigue management, PPE, Hazard Communication, etc.).

STRUCTURED TELEPHONE & WALK-IN INTERVIEW PROCESS

Drivers who will be applying for jobs with your company due to advertising, referrals, etc. will either apply over the phone or walk in. There are a lot of similarities in the way these contacts should be handled. There are also enough differences so that they will be handled separately in this manual, however, the objectives of the processes are the same:

1. To hire safe drivers who will remain with the company.

2. To sell this applicant on the company.

The Structured Telephone Interview Process

The structured telephone interview is your first personal contact with the applicant. The applicant has already started to form some ideas about your organization and the available job as a result of reading the advertisement. But now there is an opportunity to have an exchange of ideas, facts, and philosophies.

The applicant will be calling to find out more about the job and your company. The information you give to the applicant will be important. However, the way you communicate that information w ill be much more important than the actual words you choose. The applicant will begin to develop a “feeling” about your company based on what you say and how you say it. Generally, they will follow your emotional lead. If you are upbeat about the position and the company, the applicant will soon be upbeat as well. However, if you are cross or abrupt, he/she will quickly lose interest in your company.

The communication process begins the moment you answer the phone. Remember, the person answering the phone is probably the only employee of the company with whom the applicant has come in to contact. You are communicating a “first impression” about the company to the applicant just as much as they are communicating information.

No matter how well your advertisements are written, you will still have individuals who have questions about qualifications, pay, etc. or who are not qualified. Be certain to take the time to address the applicant’s questions first. Until the applicant has these answers, his/her attention will not be on what you are asking. Then, ask him/her specific questions of importance to determine if they meet the qualifications you have defined for the job. If the applicant turns out to be unqualified, the time is still well spent from a public relations standpoint. A properly structured telephone interview will quickly identify those who are unqualified.

When you identify, through your questioning, that an individual does not meet your minimum requirements, tell him so immediately, but don’t be rude. Explain the reason(s) why you are terminating the call and bring the conversation to a close.

If it isn’t possible to fill out the application in the office, an application should be sent through the mail along with information on your company and a number of reference check forms for the applicant to sign. Make clear to the applicant that only applications that are completely filled out will be considered. Stress the prompt return of the application; define a time limit for its return. Establish a diary to follow up with applicants who have been sent applications through the mail to be certain they were received.

Walk-in Interview Process

The process that is used for the structured telephone interview can be used for the walk-in applicant. Remember, you represent the company to this applicant and their “first impressions” of the company will be based on your initial greeting. A cheerful, upbeat, friendly greeting will go a long way towards putting the applicant at ease.

Your representative should re-verify that the applicant meets the basic hiring criteria for the job. The criteria should be posted in the reception room and potential drivers should affirm that they meet these before being given an application. If a driver states that he/she meets these qualifications, and once any additional questions on pay, benefits, etc. are answered; the applicant should be provided with an application and the following instructions:

1. Complete application fully.

2. It is vital that information on the application be verified - therefore, be sure to pay special attention to make certain that the authorization statement o n the back of the application has been signed. Reference check form(s) must be filled out for each of the former employers listed.

3. Application must be signed and dated by applicant.

Once the application is finished, it should be reviewed for completeness. Make the next steps in the process clear to the applicant. Establish times and locations where the applicant can be contacted. Give them a time frame within which they will be contacted.

At the conclusion of this visit, thank the applicant for their interest in your company. They should be provided with materials that describe your company so the applicant can review these during the application verification process.

STRUCTURED TELEPHONE/WALK-IN INTERVIEW

Hi, thanks for calling! My name is____________________. I'm sure you'd like to hear all about our organization and the job we have to offer. Let me give you a little general information, ask you some questions and then we can discuss the job in detail. How does that sound to you?

(Tell them a few things about your company, equipment, and service area - do not go into great detail, as they might not be qualified. Try to keep this sales pitch under 30 seconds.)

(Construct a set of items your company representative will ask each applicant. Should include pay, benefits, time away from home, etc.)

NAME ________________________________________________ TELEPHONE #_________________

ADDRESS __________________________________________________________________________

ARE YOU OVER 25 YEARS OF AGE? [ ] YES [ ] NO SOCIAL SECURITY # ____________________

ARE YOU AN EXPERIENCED COMMERCIAL DRIVER? [ ] YES [ ] NO

A.) IF YES, PLEASE DESCRIBE YOUR DRIVING EXPERIENCE:_______________________________

Employer & Address

Employment Dates

Miles Driven

Contact

States

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

DRIVER'S LICENSE NUMBER __________________ STATE LICENSED IN_________________

B.) IF NO, HAVE YOU GRADUATED FROM A PROFESSIONAL DRIVING SCHOOL? [ ] YES [ ] NO

IF YES, WHERE?__________________________________________________________________

(NAME, ADDRESS & CONTACT)

WHEN?__________________________________________________________________________

HAVE YOU EVER BEEN DENIED A LICENSE, PERMIT, OR PRIVILEGE TO OPERATE A MOTOR

VEHICLE? [ ]YES [ ] NO

HAVE YOU EVER HAD YOUR DRIVER'S LICENSE, PERMIT OR DRIVING PRIVILEGES SUSPENDED OR REVOKED? [ ] YES [ ] NO

HAVE YOU EVER BEEN DISQUALIFIED TO DRIVE A COMMERCIAL VEHICLE IN ACCORDANCE WITH SECTION 391.15 OF THE FEDERAL MOTOR CARRIER SAFETY REGULATIONS?

[ ] YES [ ] NO

DO YOU POSSES A VALID COMMERCIAL DRIVER'S LICENSE ISSUED BY THE STATE, IN WHICH YOU RESIDE? [ ] YES [ ] NO

ARE YOU CURRENTLY EMPLOYED AS A COMMERCIAL DRIVER? [ ] YES [ ] NO

IF YES, WHY DO YOU WANT TO LEAVE YOUR CURRENT EMPLOYER?_______________________

____________________________________________________________________________________

HOW MANY DIFFERENT COMPANIES HAVE YOU WORKED FOR DURING THE PAST FIVE YEARS? ____________________________

HOW MANY ACCIDENTS HAVE YOU BEEN INVOLVED IN DURING THE PAST THREE YEARS? (ALL OF THEM, REGARDLESS OF FAULT OR PREVENTABILITY)____________________________

HOW MANY TICKETS HAVE YOU HAD? ____________________________

BEFORE WE HIRE AN APPLICANT, WE REVIEW THEIR STATE MOTOR VEHICLE REPORT, WHAT WILL WE FIND LISTED ON YOURS?_____________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

BEFORE WE HIRE AN APPLICANT, WE REQUIRE A PHYSICAL AND A DRUG TEST IN ACCORDANCE WITH D.O.T. REGULATIONS. ARE YOU WILLING TO TAKE, AND CAN YOU PASS THESE TESTS? [ ] YES [ ] NO

DO YOU CONSIDER YOURSELF TO BE A SAFE DRIVER? [ ] YES [ ] NO

WHY?______________________________________________________________________________

____________________________________________________________________________________

OK, I've asked enough questions for now. Let's give you a turn. What can I tell you about our organization?

(After further discussion about the company and the job, make a decision to either invite the applicant in for the next steps in the hiring process or explain why you won't be inviting him/her in. Remember be honest, but don't be rude.)

MOTOR VEHICLE DRIVER’S

CERTIFICATION OF VIOLATIONS

I certify that the following is a true and complete list of traffic violation (other than parking violations) for which I have been convicted or forfeited bond or collateral during the past 12 months.

Date

Offense

Location

Type of Vehicle Operated

If no Violations are listed above, I certify that I have not been convicted or forfeited bond or collateral on

account of any violation required to be listed during the past 12 months.

________________________________________________________________________________________________________

(Date of Certification) (Driver’s Signature)

_____________________________________________________________________________________________

(Motor Carrier’s Name) (Motor Carrier’s Address)

_____________________________________________________________________________________________

(Reviewed by Signature) (Title)

© 1998, The Daecher Consulting Group, Inc.

REQUEST FOR INFORMATION FROM PREVIOUS EMPLOYER

From:______________________________________________________________________ File:______________

To:_________________________________________________________________________ Date:_____________

Social Security No.___________________________________

_____________________________________________________________ has made application to this company for a position as

________________________________________________________________ and states that he or she was employed by you as ______________________________________ from _______________________________ to ____________________________. Will you kindly reply to the inquiry below respecting this applicant. Your reply will be held in strict confidence and will in no way involve you in any responsibility.

For your convenience in replying by return mail, we enclose a stamped, self-addressed envelope.

Very truly yours,

Department of Safety

1. Is employment record with your company correct as stated above? ________________________________________________

2. What kind(s) of work did applicant do? ______________________________________________________________________

3. Did applicant have custody of money or valuables? ____________________________________________________________

4. Were applicant’s accounts properly kept? ____________________________________________________________________

5. Did applicant drive motor vehicles for you? Passenger car ____________? Straight truck____________? Bus ____________?

6. Was applicant a safe and efficient driver? ____________________________________________________________________

7. Give dates of vehicle accidents in which applicant was involved.__________________________________________________

8. Does applicant have any physical or mental limitations or injuries that would prohibit him/her from performing the position

sought?_______________________________________________________________________________________________

9. Reason for leaving your employ: Discharged _____________; Laid Off _____________; Resigned _____________;

Remarks: _____________________________________________________________________________________________

10. Did applicant receive a verbal or written reprimand as a part of a formal company disciplinary procedure within the last five

years?_______________________________________________________________________________________________

11. Did applicant receive a citation for driving under the influence during the past five years? _______________________________

12. Did applicant drink any alcoholic beverages while on duty? ______________________________________________________

13. Did applicant receive a written or verbal reprimand for substance abuse, either alcohol or other drug, during the last five years?

_____________________________________________________________________________________________________

14. Is applicant eligible for rehire? Yes _________ No _________ If no, explain _________________________________________

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

Excellent Good Fair Poor Very Poor

Quality of Work ___________ ___________ ___________ ___________ ___________

Cooperation with others ___________ ___________ ___________ ___________ ___________

Safety habits ___________ ___________ ___________ ___________ ___________

Person al habits ___________ ___________ ___________ ___________ ___________

Driving skill ___________ ___________ ___________ ___________ ___________

Attitude ___________ ___________ ___________ ___________ ___________

Any other remarks _________________________________________________________________________________________

_________________________________________________________________________________________

Date: _____________________________ For:___________________________________________________________________

Name of Company

By: ______________________________________________

(Signature of person supplying information)

---------------------------------------------------------------(DETACH HERE FOR YOUR FILES)---------------------------------------------------------------

______________________________________________________________________________ Date ______________________

You are hereby authorized to give to the ________________________________________________________________________

all information regarding my services, character and conduct while in your employ, and you are released from any and all

liability which may result from furnishing such information to the above named company.

_________________________________________________

REQUEST FOR PRIOR EMPLOYER TEST RESULTS

MEMORANDUM

TO:

FROM:

SUBJECT: Request to obtain past drug and alcohol test results

DATE:

____________________________ has advised us that he/she ____ worked for your company as a driver, or that he/she ____ applied to your company for work as a driver, during the pat two (2) years.

_____________________ _____________________

(Social Security #) (Date of Birth)

Regulations of the Federal Highway Administration (FWHA) (49 C.F.R. 382.413) require us to obtain from your company and require your company to provide us, information concerning the above-named driver's past drug and alcohol test results (including refusals to be tested).

In accordance with FHWA's regulations, therefore, we are providing you with the driver's written authorization directing your company to provide us with the following information concerning this driver:

· all positive drug test results during the past two (2) years;

· all alcohol test results of 0.04 or greater during the past two (2) years;

· all alcohol test results of 0.02 or greater but less than 0.04 during the past two (2) years;

· all instances in which the driver refused to submit to a DOT-required drug and/or alcohol test during the past two (2) years.

Please send this information to __________________________, _________________________,

___________________________, ___________________________, ___________________________, Attention: ______________________ as soon as possible either by facsimile (FAX #____-____-______) or by mail. As required by the FHWA, the information, which you furnish, will be treated as strictly confidential.

Thank you for your cooperation.

© 1999 The Daecher Consulting Group, Inc.

APPLICANT'S AUTHORIZATION

TO OBTAIN PAST CONTROLLED SUBSTANCES AND ALCOHOL TEST RESULTS

I, ___________________, understand that as a condition of hire with _________________I must give them written authorization to receive the results of all DOT-required controlled substances and/or alcohol tests (including any refusals to be tested) from ALL companies for which I have worked as a driver, or for which I took a pre-employment controlled substances and/or alcohol test, during the past two (2) years. I also authorize _________________to contact and receive results from any consortium that represents the companies I worked for or applied to. I understand that my signing of this authorization does not guarantee me a job or guarantee that I will be offered a position with _________________.

Listed below are ALL of the companies for which I worked as a driver, or to which I applied as a driver during the past two (2) years. I authorize _________________to obtain from those companies, and I authorize those companies to furnish _________________, the following information concerning my controlled substances and alcohol tests: (I.) all positive controlled substances test results during the past two (2) years; (II.) all alcohol test results of 0.04 or greater during the past two (2) years; (III.) all alcohol test results of 0.02 or greater but less than 0.04 during the past two (2) years; (IV.) all instances in which I refused to submit to a DOT-required controlled substances and/or alcohol test during the past two (2) years.

The following is a list of ALL of the companies for which I worked as a driver, or to which I applied for work as a driver, during the past two (2) years:

Company name & address Dates worked for/applied to

______________________________________ __________________________

________________________________________________________________

______________________________________ __________________________

______________________________________ __________________________

______________________________________ __________________________

APPLICANT CERTIFICATION:

I have read and understood this authorization to release my past controlled substances and alcohol test results. I certify that all of the information, which I have furnished on this form, is true and complete, and that I have identified ALL of the companies for which I have either worked, or applied for work, as a driver during the past two years.

__________________________ __________________________ _______________

Signature of applicant Print name Date

_____________________ __________________________

Social Security # Date of Birth

ROAD TEST

The road test is near the end of the hiring process. It is required by Federal regulation. But, as we have stated throughout this manual, the fact that it is required is far less important to you than what you may learn about the applicant while administering the road test. It should be treated as a serious part of your screening process; regardless of whether or not you are required to administer one.

The well-administered road test should address two factors:

· An applicant’s technical, mechanical and physical skills associated with driving a commercial vehicle.

· An applicant’s attitude while driving a commercial vehicle.

All too often, recruiters treat the road test as a formality - “something required by the D.O.T.” Even in the best situations, only the hard skills (technical competence) are measured. This is shortsighted. A driver’s responses to vehicle defects, weather, other drivers and traffic conditions can tell you a lot. And, while one could argue any driver can “ act the part” for the duration of a road test, a properly administered road test will produce some indications of potential problems if they exist. A road test should begin with a full pre-trip inspection. Special attention should be given to the manner in which the driver completes the pre-trip inspection. Early results of the Commercial Driver’s License testing indicate the highest failures in this

area. Have the applicant explain every step of the process as he/she observes and checks the vehicle. It is not enough for them to look and/or touch the various safety sensitive parts - they should explain what they are looking for and what they have found.

If the pre-trip inspection is completed to your satisfaction, the driver should demonstrate their maneuvering skills. This should include steering, stopping, shifting and backing exercises. The driver’s proficiency at the maneuvering skills should be sound enough to give you confidence that you will be safe during the on-the-road test. Establishment of a road test range on the premises could pay dividends in the long run.

The actual road test should be similar to the required road test for your state’s CDL exam. It should be over a predetermined route of approximately 45 minutes of in-traffic driving. It should include the following if at all possible:

1. Four (4) left-hand and four (4) right-hand turns;

2. A straight section of road in a business district;

3. Three (3) or more intersections with various controls and rights-o f-way.

4. A railroad crossing;

5. At least one (1) fairly tight curve;

6. A five (5) mile section of limited access highway or expressway and if this is not available, a similar length of rural two-lane highway. The driver should demonstrate lane changing at least once during this part of the test;

7. A downgrade, preferably long enough to allow the driver to demonstrate downshifting;

8. An upgrade to demonstrate shifting to maintain speed;

9. A downgrade to show stopping without rolling;

10. An upgrade to show stopping without rolling backward;

11. An underpass;

12. A bridge with a posted weight limit or some other hazard, which the driver should see and identify.

Another source of road test layout is the one used by your state for CDL skills testing. Throughout the road test, the applicant’s specific driving skills should be assessed. However, take care to observe how the applicant interacts with the vehicle, the environment and other motorists. Is the applicant patient, considerate and accepting of less-than-professional abilities of automobile drivers? Remember, this road test is probably the best performance the applicant can muster. When they are on their own, their performance will either be equal to or less than what you are observing. Ask yourself, “Am I comfortable entrusting this applicant with the lives of others, the assets of the company and my reputation as a good judge of professionalism”?

Accompanying with this manual are several examples of road test forms and scoring methods. Remember, the individual who is giving the road test must b e instructed in the proper method evaluation for each phase of the road test. As the applicant performs the driving function, specific skill sets should be evaluated so that weaknesses can be identified. If an applicant is deemed to be sufficiently competent to pass the road test but weak in some specific areas, this should be noted. There should be a plan discussed with the applicant that they will follow to improve their skills in a weak area if they are hired. Remember, one of the most damaging things to you is not to do the road test. Just as damaging in the event of an accident, if not more so, is to identify a weakness in a driver and do nothing to improve the skill the driver is weak in. A signed copy of the road test and certificate of completion must be kept in the qualification file. A certificate of road test completion should also be given to the applicant.

ROAD TEST – DRIVER PERFORMANCE EVALUATION (Motorcoaches – Buses)

DriverName____________________________________________________________________________________

License #__________________________State__________________Exp. Date_________________________

EquipmentUnit Type_________________________________________________________________________________

Miles Tested________________________From__________________To______________________________

Check appropriate column: S = Satisfactory; U = Unsatisfactory

SUSU

PRE-TRIP INSECTION (Checks by the driver)VEHICLE CONTROLS AND EMERGENCY EQUIPMENT

General condition approaching unitKnows proper use of parking brake

Oil, water, and fuel leaksKnows proper use of hand valve

Fuel, oil, and water levelsUnderstands lo air warning

Tires, lights, and reflectorsUnderstands use of 4-way flashers

Air hoses and electrical connectionsUses proper headlight beam

Suspension points and steering linkageDims lights when following others

Service and parking brakes; hand valveDims lights when meeting others

Wipers, mirrors, horn, and gaugesAdjusts speed to range of lights

Emergency equipmentKnows how to replace fuses

Cleans windshield, windows, mirrors, lights, Knows how to use fire extinguisher

and reflectors

Knows placement of warning devices

Other________________________________

Knows placement position of chocks

PLACING VEHICLE IN MOTIONKnows operation of engine brake (if equipped)

Uses seat beltOther________________________________

Checks mirror adjustment

OPERATING IN TRAFFIC

Puts transmission in neutralIntersection and Turning

Starts motor without difficultyEnters intersections prepared to stop

Allows proper warm-upChecks for cross traffic

Builds full air pressure before startingYields to others

Checks brakes within 100 ft. of startingSignals intentions proper distance in advance

Checks and understands instrumentsGets in proper lane well in advance of turn

Uses clutch properlyTurns only when way is clear

Maintains proper engine RPMBlocks traffic from curb side of turn

Times gearshift properlyOther________________________________

Uses proper gear sequenceSigns and Signals

Shifts gears smoothlyLooks ahead for signs and signals

Other________________________________Approaches signs and signals prepared to stop

SUSU

Comes to a complete stop at stop signsFrequent use of mirrors

Starts slowly from stopped positionAvoids being boxed in

Other________________________________Makes eye contact with others

R.R. Grade CrossingsAlert to live parking

Adjusts speed to crossing conditionsMakes good driving decisions

If required, comes to a complete stopOther________________________________

Stops required distance from crossing

BRAKING AND SLOWING

Avoids shifting gears while crossing

Brakes as soon as need is recognized

Other________________________________

Avoids sudden stops

Passing

Stops smoothly without rolling back

Allows sufficient space for passing

Tests brakes at to of hills

Passes only when there is long-term advantage

Gears down to descend grades

Passes only in safe location

Uses brake properly on grades

Signals when changing lanes

Keeps check on air gauges

Signals before passing

Other________________________________

Proceeds in proper lane

Other________________________________BACKING AND PARKING

SpeedBacking

Observes posted speed limitAvoids unnecessary backing

Uses times interval following distanceChecks area before backing

Observes speed limit consistent with conditionsAvoids backing from blind side

Maintains steady speed on open roadWarns others when backing

Adjusts speed for curves, other danger zonesProper backing maneuvers

Other________________________________Uses mirrors to advantage

GeneralIf in doubt, gets out and looks

Grips steering wheel properlyOther________________________________

Good driving postureCity Parking

Centers vehicle in driving laneSelects safe area to park

Reads traffic lights in advanceParks to avoid backing when leaving

Evaluates traffic patterns earlyParks correct distance from curb

Aware of traffic around unitKeeps pull-ups to a minimum

SUSU

Secures units:Secures units:

Turns wheels to curbSets brakes

Sets brakesPuts in gear

Puts in gearShuts off engine

Shuts off engineUses chocks

Uses chocksLocks unit

Locks unitChecks traffic and signals when pulling onto

roadway

Road Parking

Other________________________________

Selects safe area for parking

Parks well off roadway

Turns on warning flashers

Properly places warning devices

General performance:Satisfactory Needs Training Unsatisfactory

Explain additional training planned______________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Qualified for: Motorcoach Other (specify)________________________________________________________________

Signature of examiner____________________________________________________________Date___________________________

The illustrations, instructions and principals contained in the material are general in scope and, to the best of our knowledge, are current at the time of publication. No attempt has been made to interpret any reference codes, standards, or regulations. Please refer to the appropriate code, standard, or regulation-making authority for interpretation or clarification.

RECORD OF ROAD TEST

Instructions to Evaluator: Check () items, which the driver performs satisfactorily, use an “” where performance is unsatisfactory. Any item not evaluated, leave blank.

Driver’s Name _______________________ Home Address____________________________________

Social Security No. _____-___-______ License No. ________________ State ________Class ________

Equipment Driven:___________________________________________________________________

(Make & Model)(Body Type & Length of Each)

Length of Test ____________ Mi. From/In _______________________ To _______________________

Start Time _____________ Finish Time _____________ Weather Conditions ______________________

PART 1—PRE-TRIP INSPECTION AND EMERGENCY EQUIPMENT

D.STEERING

Fights Steering

Allows vehicle to wander

Poor driving posture or poor grip on wheel

E.LIGHTS

Knows lighting regulations

Uses proper headlight beam

Dims lights when meeting or following traffic

Adjusts speed to range of headlights

Proper use of auxiliary lights

Checks general condition approaching unit

Looks for leakage of coolants, fuel, lubricants

Checks under hood – oil, water, general condition of engine compartment, steering

Checks around—tires, lights, trailer hook-up, brake and light lines, body, doors, horn, windshield wipers

Test brake action and parking (hand) brake

Knows use of jacks, tools, emergency warning devices, tire chains, fire extinguisher, spare fuse and four-way flashers

Checks instruments

Cleans windshield, windows, mirrors, lights, reflectors

PART 3— BACKING AND PARKING

A.BACKING

Gets out and checks before backing

Looks back as well as uses mirror

Gets out and rechecks conditions on long back

Avoids backing from blindside

Signals when backing

Controls speed and direction properly while backing

B.PARKING (City)

Takes too many pull-ups

Hits nearby vehicles or stationary objects

Hits curb

Parks too far from curb

Fails to secure unit-set parking brake, put in gear, block wheels, shut off motor

Fails to check traffic conditions and signal when pulling out from parked position

Parks in illegal or unsafe location

C. PARKING (Rear)

Parks off pavement

Avoids parking on soft shoulder

Uses emergency warning signals when required

Secures unit properly

PART 2—PLACING VEHICLE IN MOTION AND USE OF CONTROLS

A.MOTOR

Starts motor without difficulty

Allows proper warm-up

Understands gauges and instrument panel

Maintains proper speed while driving

Basic knowledge of motors – gas, diesel

Abuse of motor

B.CLUTCH AND TRANSMISSION

Uses clutch properly

Times gearshift properly

Shifts gears smoothly

Uses proper gear sequence

C.BRAKES

Understands operating principals of air brakes

Understands low air warning

Uses proper gear sequence

PART 4—SLOWING AND STOPPING

G.COURTESY AND SAFETY

Depends on others for safety

Yields right-of-way for safety

Fails to go ahead when given the right-of-way

Tends to crowd other drivers or force way through traffic

Fails to allow faster traffic to pass

Fails to keep right in own lane

Unnecessary use of horn

Other discourtesy or improper conduct

Uses gears properly ascending

Gears down properly descending

Stops and restarts without rolling back

Tests brakes at top of hills

Uses brakes properly on grades

Signals following traffic

Avoids sudden stops

Stops smoothly without excessive fanning

Stops before crossing sidewalk when coming out of driveway or alley

Stops clear of pedestrian walkways

PART 6—MISCELLANEOUS

PART 5—OPERATING IN TRAFFIC, PASSING AND TURNING

A. GENERAL DRIVING ABILITY AND HABITS

Consistently alert and attentive

Consistently aware of changing traffic conditions

Performs routine functions without taking eyes from road

Checks instruments regularly while driving

Willing to take instructions and suggestions

Adequate self-confidence in driving

Nervous, apprehensive

Easily angered

Complains too much

Personal appearance, manner, cleanliness

B. RULES AND REGULATIONS

Knowledge of company rules

Knowledge of regulations: federal state, local

Knowledge of special routes

C. USE OF SPECIAL EQUIPMENT

D.

E.

F.

G.

H.

I.

J.

K.

L.

M.

N.

O.

P.

A.TURNING

Gets in proper lane well in advance

Signals well in advance

Checks traffic conditions and turns only when way is clear

Does not swing wide or cut short when turning

B.TRAFFIC SIGNS AND SIGNALS

Does not approach sign prepared to stop if necessary

Violates traffic signal

Runs yellow light

Starts up too fast or too slow on green

Fails to notice or heed traffic signs

Runs “stop” signs

C.INTERSECTIONS

Adjusts speed to permit stopping if necessary

Checks for cross traffic regardless of traffic controls

Yields right-of-way for safety

D.GRADE CROSSINGS

Adjusts speed to conditions

Makes safe stop, if required

Selects proper gear

E.PASSING

Passes with insufficient clear space ahead

Passes in unsafe location; hill, curve, intersection

Fails to signal changes of lanes

Fails to warn driver being passed

Tailgates waiting chance to pass

Blocks traffic with slow pass

Cuts in too short returning to right lane

F.SPEED

Speed consistent with basic ability

Adjusts speed properly to road, weather, traffic conditions, legal limits

Slows down for rough roads

Slows down in advance of curves, intersections, etc.

Maintains Consistent speed

REMARKS:

GENERAL PERFORMANCE: Satisfactory _______;Needs Training ________; Unsatisfactory_______

QUALIFIED FOR:_______________________________________________________________________________

______________________________________________________Date:_______________________________

Signature of Examiner

TRAINING GUIDELINES FOR NEW DRIVERS

TRAINING GUIDELINES FOR NEW ENTRANT DRIVERS

The following guidelines should be used for providing consistent training to all new drivers:

· All topics identified in the Driver Management Policy must be presented during classroom presentations and, where appropriate, demonstrated in practice during "hands-on/behind the wheel" training.

· The minimum amount of time needed to fully present, demonstrate, and practice all topics identified in the policy is 4 weeks. Additional time for training should be provided as needed for each student.

· For every one-hour of classroom time, 3 hours of "hands-on/behind the wheel" training should be provided. At a minimum, one week of classroom time and 3 weeks of "hands- on/behind the wheel" training must be provided.

· Each topic covered should be presented in the classroom then demonstrated or practiced during "hands-on/behind the wheel" sessions. This is the most effective way to learn and remember by the student.

· Behind the wheel training comprises off-road practice as well as roadway driving. Off roadway practice should be utilized until sufficient comfort and the student demonstrates proficiency before roadway driving begins. A student should be able to successfully negotiate all skill problems established on an off roadway course before moving onto a roadway. Furthermore, as many road surface conditions as possible should be experienced by the student before operating a bus on a roadway. Therefore, during rain, snow, sleet, etc. off roadway practice behind the wheel should be provided when conditions present themselves.

· Driver trainers should demonstrate proper driving behaviors with all students onboard at the beginning of off roadway sessions and during an initial roadway driving session. All of this should be treated as "hands-on/behind the wheel" training for students.

· Initial driving by students on roadways should be done "one-on-one" or in the smallest possible groups. This will insure quality advice and guidance by the driver trainer and will minimize anxieties on the part of the student.

· After the student has received at least the minimum amount of required training and is proficient in driving, someone other than the driver instructor should administer a road test. Successful completion of this road test is necessary before the student can continue to receive behind the wheel training.

· After successful completion of a road test, the student should be paired with an experienced driver on actual routes with passengers. The experienced driver should drive the outbound portion of the route; the student should drive the inbound portion of the route during the initial run; then reverse this order. The experienced driver should fill out a road test form, with comments for both runs. If the experienced driver feels that the student is capable to operate a coach alone, the student should be assigned full driver status. If the experienced driver believes that more training is needed, the student should be returned to the driver instructor for additional instruction and training.

· All training must be documented. Classroom time as well as "hands-on/behind the wheel time" should be segmented. Topics addressed should be identified. And all road tests should be documented. These forms are attached for your use. These forms should be maintained in the driver's personnel file for reference as needed. The instructor or the person administering a road test should sign all completed forms.

TRAINING GUIDELINES FOR EXPERIENCED DRIVERS

The following are minimum eligibility criteria and training guidelines for experienced motorcoach drivers hired by the Company.

In order to be considered for the experienced driver-training program, the applicant in addition to all other existing hiring criteria must meet the following qualification criteria:

· Experience for the most current five previous years must be as a motorcoach driver for a bonafide company;

· Confirmation of this experience must be acquired and documented as part of the driver performance history check;

· The applicant cannot have any convictions for moving violations in any vehicle on his/her MVR for the past five years, and cannot have more than 2 moving violation convictions in the past seven years;

· The applicant cannot have any known preventable accidents in the past three years.

If these criteria are met, then no less than 56 hours of training will be provided as follows:

· At least 24 hours of classroom training;

· At least 6 hours of vehicle equipment familiarity, vehicle inspection, and mirror adjustment training;

· At least 8 hours of off-roadway training;

· A 2 hour road test;

· At least 16 hours of pairing with existing drivers on at least 2 routes

The classroom training will provide necessary company information, insurance of regulatory knowledge, reparation of log, OSHA required training, emergency and security procedures, and customer assistance training. See the attached form for all items suggested for classroom training for experienced drivers.

Vehicle familiarity training is designed to ensure the driver’s familiarity with all vehicle controls and equipment, proper pre- and post-trip inspection procedures, and proper mirror adjustment.

The off-roadway training is designed to ensure that the driver can operate company equipment effectively. If any difficulty is experienced in maneuvering the off-roadway skill problems, more than 8 hours of off-roadway training will be required.

After the off-roadway training is provided, a driver trainer will conduct a comprehensive road test of the applicant. If any behavioral deficiencies are observed, additional classroom time will be required to discuss these behaviors and present the materials, which describe acceptable behaviors.

After this is accomplished, the driver will be retested. After the driver performs all required behaviors satisfactorily during a road test, they can continue to be provided on-road training with an experienced driver on at least two different routes. The same procedures as described in the Training Guidelines for New Drivers will be used for this phase of training of experienced drivers. Once the driver has satisfactorily completed all of these elements, they can be placed in revenue service.

Page 1

_______________________________________________________________________________

Driver Training School – Record of Topics

Student ______________________________

DATE

School Rules

Application

References

Past Employees

MVR Abstract

DOT Physical

DOT Drug Test

Drug Seminar

Written Test

Road Test

Written Certification

Road Certification

Annual Review

Annual Certification

NY DOT Article 19-A

I-9 Form

DOT Regulatory Compliance

Driver Data Sheet

Smith System

Space Management

Right Turn

Left Turn

Backing

Skid Control

Construction Zones

Parking on Shoulder

City Driving Hazard

Rural Driving Hazards

Freeway Driving

Railroad Drving

*New Entrant Training Requirements

©2002 Daecher Consulting Group, Inc. rev. 6/28/04

Page 2

_______________________________________________________________________________

Driver Training School – Record of Topics

Student ______________________________

DATE

Lane Changing

Adverse Weather

Avoiding Head-On Collisions

Handling Emergencies and Breakdowns

Accident Procedures

Use of Accident Kit

Mountain/Uphill-Downhill Driving

Pre-Trip/Post-Trip Inspections

Daily Vehicle Inspection Reports

Bus Damage Reports

Logs

Use of Air Brakes

Charter Orders

Line Runs

Tickets

Bus Orientation

Alcohol/Controlled Substances*

Passenger Assistance

Baggage Handling

Customer Relations

Hazard Communication

Bloodborne Pathogens

Personal Protective Equipment

Use f Fire Extinguishers

Fueling Procedures

Driver Qualification Information*

Wellness*

Whistleblower Information*

Lavatory Waste Dumping Procedures

*New Entrant Training Requirements

©2002 Daecher Consulting Group, Inc. rev. 6/28/04

Page No. _______

_________________________________________________________________

Driver Training School - Record of Training Hours

Student ________________________________

Date

Page Totals

Instructor

Classroom Hours

Cumulative Hours

Bus Number

Skill Course Hours

Highway Hours

City Hours

Night Hours

Total Daily Hands-on/Behind the Wheel

Cumulative Hours

Daily Miles

Cumulative Miles

ROAD OBSERVATIONS

ROAD OBSERVATIONS GUIDELINES

Spot speed checks can be performed as often as desired, but do not replace shadow vehicle observations.

Shadow vehicle observations should be performed as follows:

· At least 10/month of drivers on a random basis;

· For each driver who has received a verified passenger or motorist complaint;

· Every new driver within the first 60 days of revenue service;

· Every new driver who had a moving conviction on his/her MVR when hired, within each month for the first 3 months of revenue service;

· Each driver who has received a traffic citation within 30 days after you have been informed of the citation.

Shadow vehicle observation should be performed for at least 10 miles on interstate and at least 20 minutes on city streets. While both types of observations may not be performed at the same time, both should be used regularly.

All road observations must be documented and signed by observer. These documents should be kept in a "Road Observation" file or individual driver's file.

Each road observation should be discussed with the driver. Acceptable behaviors should be commended; unacceptable behaviors must be discussed.

Any retraining or discipline associated with unacceptable road observations must be documented and maintained in a "Training" and/or "Discipline" file or the driver's file.

A monthly summary of all road observations detailing date, driver, result (acceptable/unacceptable) and dates of follow-up retraining or discipline must be prepared. A form to be used is attached.

SHADOW VEHICLE DRIVING OBSERVATION FORM

Date:

Time:

Unit #:

Driver

# Miles Observed

# Minutes Observed

Location of Observation:

Weather/Road Surface Conditions:

OBSERVED BEHAVIOR

Acceptable

Unacceptable

N/A

Comments

Maintained proper following distance

Obeyed posted speed limits

Maintained appropriate speed for conditions

Used turn signals properly

Changed lanes properly

Approached construction zone carefully

Used flashers when expected and required

Approached sharp curves and steep hills properly

Used headlights properly (rain, fog, darkness, etc.)

Used high beams appropriately

Stopped and accelerated smoothly

Stopped appropriate distance behind vehicle ahead

Positioned vehicle correctly for right and left turns

Responded to presence of pedestrians appropriately

Backed only when necessary

Used proper backing procedures

Parking brake applied when boarding and deboarding

Observer:___________________________________________ Signature:_______________________________________

Actions to be taken if observed behaviors are unacceptable:

JOB HAZARD ANALYSIS

Scope

Applies to maintenance and office employees.

Definition

Job Hazard is any duty, tool, machine, material or supply encountered by an employee during the performance of their job duties which could cause harm or injury to the employee.

MAINTENANCE STAFF

Job or Task Steps:Equipment Operation

· Hazard: General Operational Hazards

Protection: Equipment Operation and Driving Familiarization and Training

Job or Task Steps:Equipment Repair

· Hazard: Back Strain

Protection: Awareness Training Proper Techniques, Use of Mechanical Lifting Equipment

· Hazard: Foot / Ankle Injury

Protection: Safety Shoes

· Hazard: Eye Injury

Protection: Safety Glasses, Goggles, Face Shields

· Hazard: Hand Injury

Protection: Latex / Leather Gloves

· Hazard: Skin Irritation

Protection: Coveralls, Raingear, Boots, Gloves

· Hazard: Noise

Protection: Hearing Protection, Training

· Hazard: Oil Spill Slippage

Protection: Catch Basins, Absorbent Materials

· Hazard: Burns

Protection: Gloves, Boots

· Hazard: Chemical Contact

Protection: Gloves, Coveralls, Eye Protection, MSDS Information

· Hazard: Injury While Working on any Equipment

Protection: Lockout / Tagout

APPRENTICE/PREVENTIVE MAINTENANCE MECHANIC

Job or Task Steps:Equipment Operation

· Hazard: Typical Operational Hazards

Protection: Equipment Operation and Driving Familiarization and Training

Job or Task Steps: P.M./Service

· Hazard: Chemical Contact

Protection: Gloves, Coveralls, Eye Protection, MSDS Information

· Hazard: Oil Spill Slippage

Protection: Catch Basins, Absorbent Materials

· Hazard: Eye Injury

Protection: Safety Glasses, Goggles, Face Shields

· Hazard: Noise

Protection: Hearing Protection, Training

· Hazard: Injury While Working on any Equipment

Protection: Lockout / Tagout

Job or Task Steps: Vehicle Washing

· Hazard: Waste Water Exposure

Protection: Gloves, Raingear, Boots

· Hazard: Eye Contaminants / Injury

Protection: Eye Protection

SHOP LABORER

Job or Task Steps: Vehicle Washing

· Hazard: Waste Water Exposure

Protection: Gloves, Raingear, Boots

· Hazard: Eye Contaminants / Injury

Protection: Eye Protection

Job or Task Steps: Shop / Yard Clean-up

· Hazard: Oil Spill Slippage

Protection: Oil Absorbent Materials

· Hazard: Waste Contact

Protection: Gloves, Overalls

· Hazard: Chemical Contact

Protection: MSDS Information, Gloves, Coveralls, Eye Protection

· Hazard: Noise

Protection: Hearing Protection, Training

· Hazard: Foot / Ankle Injury

Protection: Safety Shoes / Foot Protection

Job or Task Steps: Equipment Operation within Yard

· Hazard: General Operational Hazards

Protection: Equipment Operation and Driving Familiarization and Training

GENERAL MAINTENANCE PERSONNEL

· Hazard: Slips, Trips & Falls

Protection: Foot Protection, Awareness Training, Inspection of Work Areas

· Hazard: Cuts & Infections

Protection: Gloves, Foot Protection, Proper Clothing, Vaccinations

· Hazard: Back Strain

Protection: Proper Lifting Techniques, Awareness Training

· Hazard: Cross Traffic

Protection: Reflective Clothing, Traffic Awareness

· Hazard: Tight Quarter Driving

Protection: Route Familiarization, Mirror

· Hazard: Injury While Working on any Part of a Vehicle

Protection: Lockout / Tagout of Vehicle

OFFICE STAFF

Job or Task Steps: Answering Phone, Typing, Bookkeeping, Photocopying, Data Entry

· Hazard: Slips, Trips, Falls

Protection: Preventative Devices, Awareness Training, Floor and Stair Maintenance,

Proper Storage Practices, Keep Aisles Clear

· Hazard: Repetitive Motion Injury

Protection: Preventative Devices, Administrative and Engineering measures

· Hazard: Lifting

Protection: Proper Lifting Techniques

· Hazard: Unstable Filing Cabinets

Protection: Avoid Overloading, Keep Drawers Closed

OSHA COMPLIANCE PROCEDURES

Hazard Communication Program & Procedures

OSHA Compliance REF: 29 CFR 1910.1200

Scope

It is the intent and commitment of the Company to provide a safe and healthy environment for its employees. It is important that employees be aware of chemicals or hazardous substances that can affect their health or create hazards. The Hazard Communication Program has been established to insure a safe and healthy environment for all employees.

All departments of the company are included within the Program. The Written Program will be available in the operations department for review by any interested employee.

General Information

• The Hazard Communication Program establishes a comprehensive strategy of chemical information dissemination flowing from the manufacturer to the Company and ultimately to the end users (employees). The Program is intended to cover health hazards and physical hazards. Employees who are potentially exposed to such hazards are covered under the Program and the policies of the Company.

• The Written Program is part of a comprehensive program of chemical information to provide necessary information to employees for their protection and well-being. The program requires the ongoing cooperation and understanding of all employees for its continued success.

• The information about hazardous chemicals and substances is provided to all exposed, and potentially exposed employees through a variety of measures, including Material Safety Data Sheets (MSDSs), chemical lists, container labels, placards, signs, training and education. They are all available to employees while they work at the Company. Employees are instructed that questions or concerns about the program be brought to the attention of their supervisor.

• The program contains specific provisions regarding the MSDS program, the labeling program, the information and training program, and non-routine task hazard warning and training. Methods are established which will be used to inform contractors and their employees of hazardous chemicals they may be exposed to while they are in the facility. The program details the information that is available to employees and where such information is stored. The Manager or designee will insure that all containers are labeled with either an extra copy of the original manufacturer's label or with generic labels. All labels shall have a block for identity and blocks for the hazard warning. For help with labeling, employees should contact the Maintenance Manager or designee.

2001 Daecher Consulting Group, Inc.rev. 6/05

· Maintenance Managers or their designee will review the labeling systems annually and will update as required.

Requirements for Chemical Manufacturers and Importers

Chemical Manufacturers and Importers Are Required to:

· Evaluate chemicals, that they manufacture or import, to determine if they are hazardous. Our Company will use the information developed by the manufacturers.

· Develop and provide an MSDS with the first shipment of a chemical.

· Update the MSDS within three months of learning new information about a chemical and provide the updated MSDS with the next shipment of the material.

· Insure written procedures used to evaluate chemical hazards are available to employees or their representatives upon request.

· Label each container of the chemical with the following information:

· Identity of the hazardous chemical;

· Hazard warnings;

· Name and address of manufacturer or importer.

Requirements for Employers

Employers Are Required to:

· Develop and maintain a written hazard communication program. The program must be available to employees and their representatives upon request.

· Develop and maintain a list of hazardous chemicals in the work place.

· Obtain and maintain MSDSs for all hazardous material used. MSDSs must be readily available to employees during their work shift.

· Provide Container Labeling:

· Insure that chemical labels are not removed or defaced from incoming containers;

· Insure that labels are affixed to any secondary container the chemical is transferred or poured in to;

· May affix signs, labels, placards, batch tickets and/or process sheets to stationary process containers;

· Not required to label portable containers, If the chemical is immediately used by the employee who did the transfer;

· Provide employees with Hazard Communication training at the time of their initial assignment and when a new hazard is introduced, which includes:

· Requirements of the Hazard Communication Standard;

· Details of the written Hazard Communication program including location and availability;

· Provide information to contractors on hazards of chemicals they may encounter;

· Operations in their work area where hazardous chemicals are used;

· A list of chemicals used in the facility;

· Methods and observations used to detect the presence or release of hazardous chemicals;

· Physical and health hazards of chemicals in their work place;

· Protective measures employees can use to reduce exposures such as: work practices, emergency procedures, and personal protective equipment;

· Procedures to follow when performing non-routine tasks such as confined space entry;

Workplace Chemical Inventory List

The Operations Manager, or Maintenance Manager, is responsible for maintaining a Workplace Chemical Inventory List of all hazardous materials used at their District's facilities. A separate form will be used for each facility. The Workplace Chemical Inventory List will be available for review by employees of the facility, upon request.

The Workplace Chemical Inventory List constitutes the official list of all hazardous materials approved for use in the named facility. The Maintenance Manager must approve materials not on the list before being received.

Once each year, all departments will conduct a physical inventory of chemicals and materials in use in its area. The results will be compared with the Workplace Chemical List to insure it is complete and accurate.

Note: An Example Chemical Inventory List follows this page. A Chemical Inventory Form (Form-HCCI) is included at the end of this written program.

Material Safety Data Sheets (MSDS)

In an effort to have a Material Safety Data Sheet for every hazardous material or product used in Company operations, the following procedures must be followed:

· Maintenance Manager or designee will be responsible for creating and maintaining the Material Safety Data Sheet System for the Company;

· Maintenance Manager will review incoming sheets for new and significant health/safety information. They will insure that any new information is passed on to the affected personnel;

· Copies of MSDSs for all hazardous chemicals to which employees of the Company may be exposed will be kept in the Hazard Communication Manual located in the maintenance shop, and in other appropriate locations;

· MSDSs will be available for review by all employees during each work shift. If MSDSs are not available or new chemicals in use do not have MSDSs, employees should immediately contact their supervisor. The supervisor will contact the Maintenance Manager who will insure an

MSDS sheet is obtained;

· In the event of an occupational exposure to a chemical hazard, employees should immediately notify their supervisor. If an employee is in a position to administer emergency first aid procedures, he/she should always consult the Material Safety Data Sheets(s) on the chemical(s) or material(s) involved in exposure;

· If a customer (or anyone else) requires a copy of a particular MSDS, the Maintenance Manager or designee will review the request. He/she may make and furnish a copy and return the original to the manual.

Information Contained in the Material Safety Data Sheets

Material Safety Data Sheets are divided into sections. Each section deals with different, but pertinent information on the hazardous chemical or material. Each section should be carefully reviewed. It is important to have a thorough understanding on how to read and interpret these sections.

MSDSs must be shipped with or prior to the first shipment of a chemical and when the MSDS has been updated. Information may not be left blank. "Not Applicable" or "Not Available" may be used only when appropriate.

MSDSs may be kept in any form in the work place such as in operating procedures. These procedures may be designed to cover a group of chemicals; however, MSDSs for individual chemicals must always be kept on file.

MSDSs must be in English and include/use the information on the following page.

Note:The information on the following page identifies the nine (9) major sections of the MSDS. Within each section are the criteria to be addressed.

OUTLINE OF MSDS SECTIONS AND INFORMATION

SECTION ONE

PRODUCT OR MATERIAL IDENTIFICATION

· Manufacturer’s Name and Address

· Emergency Telephone Number

· Chemical Name and Synonyms

· Trade Name and Synonyms

· Formulas

SECTION TWO

HAZARDOUS INGREDIENTS

List all the ingredients of the chemical used in the material or product.

SECTION THREE

PHYSICAL DATA AND CHEMICAL CHARACTERISTICS

· Characteristics

· Boiling Point

· Specific Gravity

· Vapor Pressure

· Percent Volatile

· Evaporation Rate

· Solubility in Water

· Appearance and Odor

SECTION FOUR

FIRE AND EXPLOSION HAZARD DATA

· Flash Point

· Flammable Limits

· Extinguishing Media

· Special Fire Fighting Procedures

· Unusual Fire and Explosion Hazards

SECTION FIVE

HEALTH HAZARD DATA

· Threshold Limit Value

· Effects of Overexposure

· Emergency and First Aid Procedures

SECTION SIX

REACTIVITY DATA

· Stability

· Incompatibility

· Hazardous Decomposition Products

· Hazardous Polymerization

SECTION SEVEN

SPILL OR LEAK PROCEDURES

· Procedures for Spills

· Releases Waste Disposal Method

SECTION EIGHT

SPECIAL PROTECTION INFORMATION

· Respiratory Protection

· Ventilation

· Protective Gloves and Eye Protection

· Other Protective Equipment Needed

SECTION NINE

SPECIAL PRECAUTIONS

· Handling and Storing Precautions

· Other Precautions

CHEMICAL INVENTORY LIST

Date________________________ Location________________________________

Company_____________________________________________________________________________

Prepared by___________________________________________________________________________

Title_________________________________________________________________________________

PRODUCT NAME

MANUFACTURER

LOCATION USED AND STORED IN THE FACILITY

UTILIZED IN THE FOLLOWING PROCESS

Propane HD-5

Phillips 66

Shop

Shop Fuel for Lift Truck

00449 Diesel #2

Texaco

Shop

Fuel for Coaches

01569 Rando Oil HD

Texaco

Shop

Equipment Hydraulic Fluid

01935 Starplex

Texaco

Shop

Equipment Bearing Grease

Brakleen

CRC Chemicals

Shop

Cleaning

Copier Toner

Xerox

Office Area

Office Corrections

Note: This list must be retained:

1. In the MSDS Binder

2. In the Written Program

Labels and Other Forms of Warning

Labels and similar forms of warning list any hazards associated with containerized materials. As a result, all hazardous materials must be placed in labeled containers. Labels may not be defaced or removed. Labeled containers must always be positioned with the labels clearly visible. If a container is without a label, it must be labeled immediately. Until the container is properly labeled, the material will not be used.

Labels are to include:

· Hazards associated with use;

· Identity of hazardous materials within the container;

· Appropriate hazard warnings;

· Name address and phone number of the manufacturer, distributor, or importer;

· Handling precautions.

Labels are to be in English, with other languages optional. Labels must contain the material's name. If the chemical name is used, the common name can be found by referring to the Workplace Chemical List.

Employees are to be trained not to rely solely on the information inscribed on a label, but also to read the MSDS for additional information.

Note: Employers must also label:

· Waste Containers

· Secondary Use Containers

Informing Contractors

It is the responsibility of the General Manager or designee to provide contractors with the following information:

· Hazardous chemicals to which they may be exposed while on the job site;

· Precautions the employees may take to lessen the possibility of exposure through the use of appropriate protective measures.

The General Manager or designee will be responsible for contacting each contractor before work is started on the company premises to obtain and disseminate any information concerning chemical hazards that the contractor is bringing to the workplace.

Purchasing Products That Contain Hazardous Chemicals

Written prior approval must be obtained from the Maintenance Manager before purchasing any products not listed in the program, which contain hazardous chemicals.

Hazardous Non-Routine Tasks

Periodically, employees may be required to perform hazardous non-routine tasks. Prior to starting work on such projects, each affected employee must be given information by his or her supervisor about hazardous chemicals to which he or she may be exposed during such activity. This includes specific chemical hazards, protective/safety measures the employee can take and measures the company has taken to lessen the hazards, such as ventilation, respirators, presence of another employee, and emergency procedures.

Training and Location of Hazard Data

A program has been established to insure that all employees are trained prior to beginning work with hazardous materials. Procedures have also been established to train new hires and transferred employees. This training is to inform employees of any hazardous materials known to be present in the workplace.

This written program and copies of MSDSs covering hazardous materials in a specific work area are maintained by the General Manager, Maintenance Manager and Supervisors in appropriate places to permit ready access for employees at all times. (A location within a locked office or filing cabinet and not readily accessible is unacceptable).

Employee training includes, as a minimum:

· A briefing on the OSHA Hazard Communication Standard concerning employee and company rights and responsibilities;

· Identification of hazardous materials in the employee's work area, and potential dangers associated with them;

· Location of the written program and MSDSs appropriate to the employee's work area;

· How to use MSDSs (e.g., what information they contain, where to find the information, and how to use it);

· How to use labels and other forms of warning—what information they communicate, and how to use that information for protection;

Individual employee training must be documented on the Hazard Communication Training Acknowledgment form (Form-HCTA). An example is included at the end of this program.

Hazard Communication Training

Specific Training Appropriate to the Employee

Specific training must be provided in:

· Methods and observations that detect the presence or release of a hazardous material in the work area; periodic monitoring, monitoring devices, visual appearance and/or odor;

· Physical and health hazards of materials in the work area;

· Work practices, emergency procedures, and employee personal protective measures, such as protective equipment installed to limit exposure;

· What to do when in doubt—contact a supervisor.

Training Schedule

· All new employees must be trained prior to working with hazardous materials.

· All transferred employees must be trained prior to assignment in an area where hazardous materials are used.

· All employees must be trained on the hazards of materials at the time they are introduced into their work area.

· All employees, prior to being assigned to a non-routine task involving hazardous materials, must receive special training.

· All employees must be retrained annually.

· The Manager must schedule such annual training as a safety/training meeting topic. Ongoing responsibility for training employees in the situations described above rests with the supervisor of the applicable work area.

Key Concepts

· Exposure (dose)

· Acute Exposure

· Chronic Exposure

· Individual Susceptibility

· Toxicity

Routes of Chemical Exposure

· Inhalation

· Absorption (through eyes or skin)

· Ingestion

· Injection

What is Chemical Exposure?

Exposure depends on:

· Type of substance

· Amount Absorbed

· Susceptibility

· Period of time of absorption

Methods Employees Can Use to Reduce Exposure to Chemicals:

· Keep containers closed.

· Wear protective equipment.

· Read the MSDS before working with an unfamiliar chemical.

· Follow the manufacturer's product use instructions.

· Leave the area immediately if there is a significant chemical spill.

· Do not transfer any chemical out of its original container without first labeling the new container.

HAZARD COMMUNICATION

TRAINING ACKNOWLEDGMENT

DISTRICT ___________________________________________________________________________

EMPLOYEE'S NAME___________________________________________________________________

SS NUMBER ________________________________________________________________________

JOB TITLE __________________________________________________________________________

DEPARTMENT _______________________________________________________________________

I have received Hazard Communication Training as described in the Hazard Communication Program. I have had the opportunity to ask questions and receive answers.

SUBJECT DATEATTENDEE'S SIGNATURE

WRITTEN PROGRAM__________ _________________________

HOW TO READ MSDS's__________ _________________________

INVENTORY OF MATERIALS__________ _________________________

(i.e. solvents)

_________________________________________________ __________________________

EMPLOYEE SIGNATURE DATE

I hereby certify that the above employee has completed the entire Hazard Communication Training Program as of: __________

DATE

______________________________________ ______________________________________

INSTRUCTORS NAME SIGNATURE

FORM HCTA

CHEMICAL INVENTORY LIST

DATE________________LOCATION__________________ COMPANY_________________________

PREPARED BY: __________________________________ TITLE:_____________________________

Product Name

Manufacturer

Location used and stored in facility

Utilized in the following process

Note - This list must be retained:(1) In the MSDS Binder

(2) In written program

FORM HCCI

Respiratory Protection Program & Procedures

OSHA REF: 29 CFR 1910.134

Scope

Applies to Company operations in which potential employee exposure to an oxygen deficient atmosphere exists or to breathing air contaminated with harmful dusts, fogs, fumes, mists, gases, smoke or vapors.

In accordance with its Environmental Health and Safety Policy, the Company will establish procedures, which ensure employees maximum protection for potential respiratory exposures in which the levels of contaminants cannot be further reduced through engineering or administrative controls.

The Company will institute feasible engineering and/or work practice controls as the primary means of maintaining exposures within permissible limits. As an added measure of employee protection, certain operations and activities will require those employees to be medically qualified, fit-tested and trained for respirator use.

Operational activities, which fall in this category, may include spray painting, welding in confined spaces, sandblasting. Only those individuals determined by a physician to be medically able to wear respiratory protection equipment will be issued a respirator and be allowed to perform work requiring the use of a respirator. (See Form RP-B).

Selection and Use

Respirators used shall be selected from those approved by the National Institute for Occupational Safety and Health (NIOSH). The selection process shall include, among other considerations, the following items:

· The nature of the hazardous operation or process;

· The type of respiratory hazard (i.e., contaminant identity, physical state, exposure level);

· The location of the hazardous area in relation to available fresh air;

· The period of time respiratory protection must be worn;

· The work activity (i.e. metabolic work rate) in the hazardous area;

· The physical characteristics, limitations and capabilities of various types of respirators;

· Respirator protection factors.

Specific work activities and hazards encountered at the Company are identified in Appendix A-1, which describes the respiratory protection selected for each.

Training

Employees designated to use a respirator will be trained on the limitations, use and maintenance of the respirators assigned to them. An outline of the training program is included in Appendix B of this written program. The training includes an opportunity to wear and be fit-tested with the respirator(s) assigned to them. Upon satisfactory completion and understanding of this training, employees must read and sign the acknowledgment of training and respirator fit-testing form (Form RP-A).

Fit-Testing

Each employee will be instructed and required to demonstrate understanding of the methods for conducting a negative pressure and positive pressure fit test for the r