rtsog 3 road transport safety operation guide engen ... 3... · in line with petronas pts and hr...

BTO Recruitment & Training Module

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Issue Date 1st March 2018

Review Date 1 Apr 2021

RTSOG 3 ROAD TRANSPORT SAFETY OPERATION GUIDE

Engen Petroleum Limited Supply Chain BTO Training Department

Engen Division: Supply and Operations

Procedure Title: BTO Recruitment Module

Document Number: RTSOG 3

Next Revision Date: 1st April 2021

Role Review Team Member Designation Date Signature

Approver Human Resources Manager –

Talent Attraction and Development

UNCONTROLLED IF PRINTED

Role Review Team Member Designation Date Signature

Prepare Lucky Sithole BTO Training Manager

Review W Murdzaffa B W Mahmud

Head Land Transportation DBE

Review Dale Braum HSEQ COE-Contract and Land Transport Safety Specialist


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Purpose

To ensure a standardised approach to recruiting, periodic skills evaluation, training and development of Engen Bulk Truck Operators and to indicate what requirements are needed for 3rd Party contract drivers to operate at the Engen depots because 3rd Party contract drivers are recruited by their own companies.

Safety It is of utmost importance to note that it is not required of anyone to endanger anybody’s life or property in the daily execution of duties.

Expected results

To ensure that BTOs are equipped with necessary training qualifications and that their performance is regularly assessed for competency. To have the right competencies, experience, skills and qualification for BTOs within Engen.

INDEX

PURPOSE ........................................................................................................................................................................... 2 SAFETY ............................................................................................................................................................................... 2 EXPECTED RESULTS ............................................................................................................................................................ 2 INDEX ................................................................................................................................................................................ 2 TERMINOLOGY .................................................................................................................................................................. 3 RESPONSIBILITY ................................................................................................................................................................. 3 OBJECTIVES........................................................................................................................................................................ 3 INSTRUCTION .................................................................................................................................................................... 3 SECTION A: RECRUITMENT ................................................................................................................................................ 4 SECTION B: INDUCTION ..................................................................................................................................................... 5 SECTION C: TRAINING & DEVELOPMENT ............................................................................................................................ 7 REVIEWING BTO PERFORMANCE ..................................................................................................................................... 11 TRANSPORTATION OF DANGEROUS GOODS .................................................................................................................... 12 QUALITY CONTROL PROCEDURES .................................................................................................................................... 12 CHANGE CONTROL SHEET ................................................................................................................................................ 13 ANNEXURE A- INITIAL SCREENING PROCESS (PROSPECTIVE BTO’S) ................................................................................... 16 ANNEXURE B- INTERVIEW GUIDELINES ............................................................................................................................. 17 ANNEXURE C- DRIVING SKILLS PROFILE ............................................................................................................................. 18 ANNEXURE E- BTO TRAINING PROGRAMME ..................................................................................................................... 26 ANNEXURE F- BTO SCREENING CHECKLIST ........................................................................................................................ 27

BTO Details ..................................................................................................................................................................... 28


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Terminology

BTO Bulk Truck Operator

IBD International Business Development Division

FMO Fuel Marketing Operations, IBD

HSEM HSE Manager

RM Regional Manager IBD

MHR Manager, Human Resources, IBD

OFM Operations Facility Manager

IDP Individual Development Plan

NCPD National Certificate: Professional Driving

DRP Delivery Route Plan

Responsibility

Plant Managers to ensure that all concerned are made aware of this procedure and understand their roles and responsibilities.

Objectives

To standardise on methods for the recruitment, induction, training and development of all Engen employed Bulk Truck Operators.

To ensure that no essential detail is overlooked during the initial period of employment.

To record an induction, training and development programme in the SAP HR system.

To ensure that:

All BTOs employed by Engen are well trained and made aware that safety is our number one priority.

Engen permanent BTOs (18,1s) are trained continually to renew all expired training documents.

BTO’s comply with all RSA statutory regulations

BTOs are taught to ‘get things right the first time’ and to ‘re-check before commencing’ with any work

Instruction

1. Every opportunity must be utilised to develop the skills of all Engen BTO’s for mutual benefit. It is therefore,

imperative that training should not be regarded as the responsibility of the BTO Instructor only – depot management must be actively involved in the planning, implementation and monitoring of the training and development process.

2. In line with Engen’s Learning and Development policy and ground rules, the Depot Manager must ensure that an Individual Development Plan is drawn up (with input from the local BTO Instructor) and recorded in the SAP HR system, for each BTO based at the depot under his/her control.

In the majority of cases, newly appointed BTO’s are required to work productively as quickly as possible, which inevitably results in “training on the job” It is however essential that the IDP is implemented with minimal delay. With regard to IBD countries and to the extent that this standing instruction applies to those countries, should there be any queries with regard to implementation thereof, this should be directed to

http://intranet/home/policies_and_procedures/corporate/hr_policies/learning_and_development/learning_and_development_policy.asp


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the Fuel Marketing and Operations Manager IBD in the case of operational issues, or to the Manager Human Resources, IBD in the case of HR issues.

3. A BTO who is not signed off by the BTO Instructor must not be allowed to drive a Dangerous Goods vehicle. There must be no compromising on safety or legal issues.

Section A: Recruitment

1. Provision of Relief to fill vacant BTO Positions

As soon as a vacancy occurs, the position must be filled immediately by one of the area relief BTO’s.

Depot Managers must therefore immediately advise their DM (or RM in the case of IBD) as soon as they are aware that a vacancy will occur so that the DM (or RM) can arrange for a relief to “fill the gap”

The BTO Instructor’s manager must be advised of the vacancy to enable arrangement for the screening of prospective replacement BTO’s by the BTO Instructor prior to their employment.

2. Advertising of vacancy

The recruitment of replacement/additional BTO’s is the responsibility of the relevant Depot Manager. Wherever possible, BTO’s should be recruited in the area of the depot where the vacancy exists by:

Placing an appropriate advertisement in the local press

Publicising the vacancy by “word of mouth” and on notice board.

Enlisting the assistance of the Regional HR Recruitment Co-ordinator (or MHR in the case of IBD)

3. Initial Screening of Prospective BTO’s

The initial screening of prospective BTO’s is the responsibility of the Depot Manager. The initial screening process will follow the procedure as detailed in Annexure A: BTO Screening (page 16).

On applying for a position of a BTO, the applicant is required to complete Engen’s standard “Application for Employment” form. Based upon the information on the application form, the Depot Manager may decide on further processing or not.

Note:

In terms of Regulation 117 of the National Road Traffic Act, 1996, a person under the age of 25 years will not be issued with the requisite Professional Driving Permit, Category “D”.


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In line with Petronas PTS and HR policy no candidate 55 (fifty-five) years and older can be considered and recruited as a Bulk Truck Operator.

4. Conducting Interviews

Depot Manager to “short list” applicants and arrange interviews. Refer to Annexure B (page 16) for interview guidelines. Prior to the interview, the applicant is to complete a simple test to enable assessment of his/her numeracy and literacy skill levels.

5. Driving Skills Profile

A “Driving Skills Profile” of the applicant is to be compiled by the BTO Instructor during a driving test of at least 1 hour’s duration in a bulk delivery vehicle. See Annexure C (page 17) for report format.

Please note: An applicant may not be employed unless the BTO Instructor confirms that applicant is suitable to drive a bulk delivery vehicle.

6. Medical Examination

After successful completion of the applicant’s skills assessments, the prospective BTO must be subjected to a medical examination as stipulated in the Drivers Health Policy on the Engen Intranet. The examination must be arranged through the Organisational Health Department. The medical practitioner at completion of the examination must issue a medical certificate –Annexure D –. This certificate is additional to the medical documents referred to in the BTO Health policy.

Please note: A firm offer of employment may only be made if the result of the medical examination is satisfactory.

All Engen BTO’s are required to carry their Medical and Training certificates when driving a dangerous goods vehicle. These certificates are valid for 12 months from date of issue, except when a BTO is required to undergo a medical examination on return to duty in terms of the BTO Health Policy.

Section b: Induction 1. Pre-Induction

To ensure effective induction of a new BTO, it is necessary that all elements of his/her induction programme be pre-planned and recorded in the employee’s Individual Development plan. The induction programme as detailed in the IDP, must be carried out under the guidance of the Depot Manager and the BTO Instructor.

Note: Only after completion of the induction process and confirmation by the BTO Instructor of the new BTO’s ability to do so, may he/she (the new BTO) be allowed to operate solo.

../../../../../Documents%20and%20Settings/HSEQ/Health%20Risk%20Management/Org%20Health%20Documents/Active/02-Occ%20Health/03%20Docs%20on%20Occupations/Driver%20Health/Policy-Drivers%20Health.doc


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2. Induction process

Purpose:

To welcome the Trainee on joining the company by Depot Manager

To resolve any immediate personal problems

To present a general profile of the company

To apprise trainee of the Training and Development opportunities with special emphasis on the opportunity for the achievement of the National Certificate: Professional Driving. Refer to the BTO Training and Development Guidelines for more details.

To introduce the new employee to his/her immediate supervisor and to advise him/her that the normal line of communication is through that position.

See Annexure E (page 27) – BTO Training Programme.

Please note: On completion and agreement, Training Programme to be recorded on the Individual Training Plan in the SAP HR system.

Arrange for explanation of:

Salary payment

Leave entitlement

Medical Aid

Working hours, shift and overtime work

Procedure to be followed in case of illness or accident

Canteen or mess room facilities

Sports and/or social club facilities

Uniforms and personal protective equipment (PPE) policy

Plant safety and security regulations

Firefighting procedure and actions in the case of fire drills

Refer to the guidelines on the Engen Intranet for additional information regarding the Induction of new Employees.

Issue:

PPE in line with Standing Instruction 306.

Bulk Truck Operators Handbook

Issue explanatory booklets on Health, Provident Fund, and Medical Aid.

../../../../../Documents%20and%20Settings/HumanCapital/Talent%20Engagement/Induction%20and%20Orientation.aspx

../../../../../Documents%20and%20Settings/HumanCapital/Talent%20Engagement/Induction%20and%20Orientation.aspx

../../../../../Documents%20and%20Settings/dls/My%20Documents/General/engen_si306.doc


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Other:

Show the new BTO around the plant and introduce him/her to other employees especially those with whom he/she will be working or be directly associated with in the future.

Section C: Training & Development

1 Training of New BTO’s

The following items must be attended to in addition to the compulsory items detailed in Annexure E (page 27)

Depot Manager to arrange explanation of the following:

Supervisor’s responsibilities.

BTO’s duties and responsibilities including those specified in the National Road Traffic Act, 1996 (Act No. 93 of 1996) with special emphasis on the regulations covering the transportation of Dangerous Goods, or such similar legislation in the countries where IBD operates.

Description of the delivery area.

Functions and responsibilities of the despatch section.

Documentation procedures

Depot training by BTO Instructor:

A full explanation of the contents of the BTO Handbook.

Carrying out a vehicle check in line with the vehicle checklist as detailed in Standing Instruction 422, Annexure A.

Vehicle defects reporting in line with Standing Instruction 422

Products handled: characteristics and appearance. Arrange for attendance of formal training course.

Tachograph procedures as detailed in BTO Handbook and Standing Instruction 413.

Loading procedures.

Operation of meters – mechanical and electronic.

Special vehicle features e.g. pump/gravity systems.

Delivery procedures.

Returned product procedures.

Completion of trip report.

Use of the Spill Kit. Arrange for attendance of formal “HSE for BTO’s” training course.

On the road training by BTO Instructor:

Coupling and starting procedure.

Characteristic surge of liquid load.

Brakes and braking distances.

../../../../../Documents%20and%20Settings/dls/My%20Documents/SharePoint%20Drafts/esm_si422.doc

../../../../../Documents%20and%20Settings/dls/My%20Documents/SharePoint%20Drafts/engen_si413.doc


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Gear change and vehicle systems.

Correct use of retarders and engine brakes where applicable.

Speed and speed restrictions.

Use of clutch and accelerator.

General road sense.

Judgement – length and width.

Overtaking – lane driving.

Reversing manoeuvring. Refer to Chapter 6 of the BTO Handbook.

Engine and power train management techniques.

Other training by BTO Instructor:

Basic component identification and function.

Basic fault identification using checklist as guide.

Basic terminology used in the industry

Behaviour at scene of incident

“Screwdriver” maintenance

Tyre care and matching.

Delivery route risk assessments

Site layout

PPE usage

Completion of training.

On completion of formal training - which should cover all vehicle configurations used at the plant where the new BTO is based- by the BTO Instructor, a period of “on the job” familiarisation with an experienced BTO must be arranged by the depot Manager. The time needed for such familiarisation will be decided upon after consultation with the BTO Instructor.

After completion of the “on the job” familiarisation, the new BTO will undergo a skills assessment by the BTO Instructor as detailed in Annexure C. The assessment will cover all training given to date and the report will include necessary corrective action to be taken.

Note: A BTO may not be allowed to operate solo unless his/her ability to do so is confirmed in writing by the BTO Instructor.


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2. Periodic Skills Assessment and Corrective Training of current BTO’s

It is imperative that periodic skills assessments of current BTO’s take place and appropriate corrective action taken in order to:

Counter the development of “bad” habits.

Apprise BTO’s of changes in legislation and driving techniques.

Familiarise BTO’s with new makes of delivery vehicles utilised.

Train BTO’s in the use of new and of changes in, truck and ancillary equipment technology.

Address anomalies identified during analysis of tachograph charts.

Prevent/reduce occurrences of accidents/incidents. Refer Standing Instruction 423 – Annexure B.

Plant Managers must plan and review the training and development of BTO’s based at their plant with the employee and the BTO Instructor at least annually. All agreed Business Events (training courses) must be recorded on an Individual Development Plan in the SAP HR system. During the planning stage, the BTO must be apprised of the opportunity to achieve the National Certificate: Professional Driving.

Refer to the BTO Training and Development guidelines for further details regarding the unit standards for the NCPD as well as other available business events.

Every BTO employed by Engen (including those on contract) must be subjected to an annual Skills assessment by the BTO Instructor in line with the requirements of Unit Standard DQ2 of the National Certificate: Professional Driving.

Compulsory Business Events (training courses) for Engen BTO’s are:

Business Event Unit Standard Frequency

Driving Skills Assessment 10953 Annual

Transportation of Dangerous Goods 10230 Annual

Basic Fire & First Aid 10953 Annual

PrDP Preparation N/A Two years

HSE for BTO’s 8016 Annual

Depot Managers must request additional training in the event of the following:

Change of vehicle configuration.

Conversion of BTO’s to drawbar or reseller operation.


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Identified training need of individual BTO.

3. Assessment Standards for existing Bulk Truck Operators.

If a BTO Instructor’s assessment of a BTO’s performance judges that the BTO should not drive until further training has been carried out and a satisfactory performance standard achieved, that BTO must be removed from driving immediately.

The Plant Manager together with the BTO and the Instructor, plan and document the necessary corrective action and agree on an acceptable performance standard. The BTO Instructor’s manager must be advised of the corrective action programme so that proper implementation can be arranged.

If the BTO cannot achieve the agreed performance standard, that BTO must be removed from driving duties.

Assessment System

The standard system used to determine a BTO’s performance level is based upon elements of the K53 system. Annexure C – BTO Driving Skills Profile – is to be used to assess the BTO’s driving skills. This assessment would normally take place during a delivery and the opportunity must be taken to assess other aspects of the BTO’s performance e.g. loading and Delivery procedures.

If a BTO commits any of the following errors/offences, he/she immediately fails the assessment and must be suspended from driving a bulk delivery vehicle for necessary corrective action and sign-off by the BTO Instructor.

Violation of a Zeto rule

Uncontrolled dangerous action

Collision (culpable)

The BTO Instructor will submit a report after completion of the BTO’s skills assessment, to the Depot Manager. See Annexure G for format.

4. Delivery Route Risk Assessments

The Engen Delivery Route Plan (DRP) has been developed with the aim to:

Meet the requirements of appropriate regulations of the National Road Traffic Act

Serve as a training aid (guidance) for Engen Bulk Truck Operators (BTO)

Indicate hazards on the route as well as hazards that may be encountered on the customer premises All BTO’s are trained in the use of the DRP as part of the annual Conveyance of Dangerous Goods Training and are issued with a certificate by the BTO Instructors when declared competent.


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Training in terms of DRP’s consists of:

Guidelines on interpretation of the map of the route to be used.

Guidelines on interpretation of line drawings of the site layout.

Interpretation of signs used on the DRP and their meanings.

Actions of the BTO when hazards are presented.

Completion of DRP feedback form & follow up of action taken. The DRP contains details of the route that the BTO must follow when delivering to a particular customer and highlights the possible hazards on that route that the BTO can encounter together with a line drawing of the site layout depicting the site entry, tank layout & exit details. BTO’s are issued with the DRP prior to starting the delivery by the Despatch Supervisor at the “trip briefing” stage. The BTO should read the DRP in order to familiarize him/herself with the route & hazards before commencing with the delivery. BTO’s are requested to note any additional hazards they may encounter and to note such hazards on the feedback report attached to the DRP. He/she is also encouraged to make recommendations that would, when implemented, alleviate operating on that particular route, thereby minimizing the risks of incidents. Such recommendations are to be discussed with the Depot management at the end of the trip. If a hazard e.g. Road construction, is deemed to be of long term duration, the DRP is amended, by the Despatch Supervisor, to an alternate route until the hazard has been removed, whereby the original route is then adhered to. The DRP instructs BTO’s to:

Advise dispatch when deviating from the detailed route.

Report all incidents.

Adapt driving techniques to suit prevailing conditions. Reviewing BTO performance

1. Monitoring of BTO performance is conducted on a monthly basis. 2. Reports are run using Powertrack performance reports. 3. These figures are presented at the monthly Supply Chain meeting. 4. Below is a list of reports used within the Transport department for BTO reporting and can be found at

G:\Engineer\Ops\Transport Reports 200XFY\(applicable month):

5. Recently performance is monitored by Drivecam where daily Drivecam alerts are received by depot managers, transport manager, transport compliance officers and transport supervisors and BTOs are coached according to the violations committed.


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Powertrack driver performance reports Report owner: BTO Training manager Report displays:

Speeding violations

Harsh braking

Over revving

Green band driving

Unauthorised stops The outcome is expressed as a percentage and compared to a set benchmark of 95%. The BTOs who fail to meet 95% are couched by BTOI to get things right. Transportation of dangerous goods

In terms of the National Road Traffic Act, 1996 (Act No. 93 of 1996) (or such applicable legislation in other countries) every BTO must be trained in the transportation of dangerous goods in line with Regulation 280 of the Act. In terms of company policy it is required that such training be repeated annually and BTO’s shall, at all times when driving a bulk delivery vehicle, carry a “Training Certificate” as depicted in Annexure H, confirming receipt of the necessary training. The certificate, issued by the BTO Instructor, is valid for 12 months from date of issue.

It is the BTO’s responsibility to ensure that he/she is in possession of current, legal certification. Depot Management must ensure that all planned training must be recorded in the SAP HR system. Whilst the BTO Instructor will advise depot management of training due, it does not preclude depot management from keeping accurate training records and to ensure that BTO’s do not drive without valid documentation.

Note: Depot Management must keep record of BTO’s medical examination dates as BTO’s may not drive a dangerous goods vehicle without a valid Medical Certificate as depicted in Annexure D.

Quality control procedures

At certain installations, plant specific quality control procedures are in place. The Depot Manager is responsible for ensuring that the BTO’s are trained in these plant specific procedures. Plant Managers must brief BTO Instructors of these procedures so that the BTO Instructor can ensure application of same at customer sites during the course of normal training.

Contract bulk truck operators

All contract BTO’s employed for short or extended period, must be subjected to the same training and medical examination criteria pertaining to the transportation of dangerous goods:

1. Operating Procedure - Drivers

Plant/Depot Managers to ensure 3rd party carrier drivers entering the Engen premises are in possession of or comply with:

The depot specific “Safe loading procedures” for that depot or terminal at all times. 3rd Party drivers must be trained and be found competent to operate any equipment they are required to handle on site at all times.

A valid and unendorsed driver’s license commensurate with the vehicle of that Driver A valid dangerous goods medical certificate;


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A valid driver training certificate; and A trem card. Loading vehicles in terms of SI 417(a) and any other facility work instructions that might be in place. PPE requirements of the facility as specified in terms of SI 306

BTO uniform and personal protective equipment

BTO’s (both permanent and contracted employees) are to be correctly dressed at all times when on duty. Personal protective equipment (PPE) must be used for the purpose the PPE was issued. Refer Standing Instruction 306 for PPE and uniform issues.

Change control sheet

REVISION HISTORY

REVISION NUMBER

SUMMARY OF CHANGE CHANGED BY

(Person)

EFFECTIVE DATE

1 Complete revision C Davids 1 Feb 2005

2 Change policy heading & update BTO performance measurement

L Snyman

30 May 2012

3. Update hyperlinks L Bergh 05 June 2012

4. Training on delivery route risk assessments F Groenewald 03 April 2013

5. General review and update F Groenewald 17 Feb 2015

6. Update of job titles F Groenewald 01 May 2015

Steps taken in Shortlisting and Screening of 18.2s(Department of Labour) for Engen Learnership programme (Only Applicable to South Africa)

The recruitment of drivers for leanership is facilitated by a 3rd Party training academy registered under TETA. Currently Engen is using Ikaheng for advertising, shortlisting and partial screening of drivers who will be adopted under 18.2 programme:

STEP TASK RESPONSIBILITY TIME FRAME

1 18.2 Criteria agreed too

Ikaheng/HR Engen/Engen Training Team 3 Days

2 Advertise in local papers in regions/Sun newspaper Ikaheng 2 week deadline

3 CV's sent to Ikaheng within application deadline Engen

4 Each CV applicant captured on spreadsheet Ikaheng 1 Month from deadline

5 CV criteria checked & shortlist generated Ikaheng

6 Shortlist verified HR Engen 1 week


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7 Driver Screening: dates agreed upon per region Ikaheng/HR Engen/Engen

Training Team

1 week 8

Candidates contacted re Driver Screening date/address per region Ikaheng

9 Driver Screening: list submitted per region Ikaheng

10 Driver Screening: results & list updated according to results Engen Training Team 1 hour per screening

11 Shortlist verified HR Engen 3 days

12 Shortlist received Ikaheng 1 hour per candidate

13 Interviews: dates agreed upon per region with HR Engen/Training team Ikaheng Candidates per day

14 Shortlist updated according to interview results Ikaheng 1 day after completion


16 Psychometric test dates organised Ikaheng

1 week 17

Candidates contacted re Psychometric test date/address per region Ikaheng

18 Shortlist updated according to Psychometric test results Ikaheng


20 Medicals organised HR Engen 1 day

21 Shortlist updated according to medical results HR Engen 1 day

22 Final list released HR Engen 1 day

23 Learner ship Induction & commencement Ikaheng According to Project Plan

24 PPE list drawn-up with sizes per learner Ikaheng 1st week of training

25 Order PPE HR Engen


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Task Activities Responsible Accountable Consult Inform

Annual planning

Planning sessions

Scheduling of activities on a calendar

Calendar Implementation Ikaheng BTO Manager BTO Instructors SDF

Evaluation forms:

Learners

Managers

Learner Records

Learner Progress as per IDP BTO Instructors BTO Manager TD Consultants SDF

Audits BTO Manager Ikaheng SDF BTO Instructor

Learner progress tracking

Attendance

PoE submissions

ETQA uploads

Certificate applications

Telephone contact

Discussions

Mentor on:

The use of tools

The process

Interactions with all stakeholders

Challenges

Track implementation of the annual

plan

Monthly Progress reporting on all the

activities

Recommendations

Ikaheng SDF BTO Instructor

Mentor Support

BTO Manager SDFBTO Instructors

Ikaheng BTO Manager BTO Instructors SDF

BTO Manager BTO Instructors SDF

Ikaheng BTO Manager BTO Instructors SDF

Progress Reviews

and Updates

Ikaheng

Ikaheng

BTO Manager

Project Planning

Implementation

and Monitoring

Administration

SDF: Skills Development Facilitator Engen Depots for 18.2 Learners to be recruited by Icahn and involve Engen recruitment team and BTO Training Manager

Recruitment Criteria Age: 25 – 35

Matric

Code 14 licence

No Experience required (purpose of learnership is to give experience to these drivers)


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ANNEXURE A- INITIAL SCREENING PROCESS (PROSPECTIVE BTO’S)

1. Scrutinise Application for Employment to ensure that the applicant meets the required Engen Standards. 2. Driving licence

Valid Code EC licence free from endorsements or limitations and at least a Professional Driving Permit (Category G) in the correct “credit card” format. Please note that the driver of a Dangerous Goods vehicle will require a PrDP Category D (for Dangerous Goods).

Verify validity of licence.

In the case of IBDD, similar qualifications are necessary in the countries where Engen operates. 3. Driving experience

Two years’ experience driving articulated vehicles in the 30 – 50 tonne GVM class is considered suitable. Confirm driving experience.

4. Health policy

Refer to the “Drivers Health Policy” on the Engen Intranet.


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ANNEXURE B- INTERVIEW GUIDELINES

The Depot Manager must interview all prospective BTO’s on the “short list”. During the interview discuss at least the following:

Personal details Names, date and place of birth, age, nationality, marital status, number of dependants.

Reasons for joining Engen

Reasons for leaving previous company

Address

Salary

Date available

Relatives employed by Engen

Health Note: All Engen BTO’s are required to comply with the BTO Health policy. The intent of the policy must be discussed fully with the applicant.

Recreational activities

Previous experience.

Previous traffic violations

Clerical and numeracy assessment. Please note: The above are guidelines only. It is recommended that the Interviewer plan the interview in advance and include any other appropriate items.


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ANNEXURE C- DRIVING SKILLS PROFILE

BTO Details

Surname

Names

Identity Number

Plant

Vehicle Details

Equipment No.

Make

Model

Configuration Semi FTT/DBT FTTS

Percentage 0 10 20 30 40 50 60 70 80 90 100

Engine Management

Moving off

Clutch control

Steering

Gear changing

Signalling

Lane changing

Overtaking

Intersection

Speed control

Stopping

Freeways

The above applicant is Not employable.

Employable, but needs training on element where skill level is below 75 %

BTO Instructor: ………………………………… Date: ………………………………..


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Pre-trip procedure

Checked? Yes No

1 Water

2 Oil

3 Fuel

4 Lights 4.1 Main

4.2 Dim

4.3 Indicators

4.4 Stop

4.5 Tail

5 Wipers

6 Chevron

7 Reflectors

8 Number plates

9 Licence

10 Operator card

Note: When this BTO Skills profiling method is used to determine the driving skills of existing BTO’s, the standard Daily Vehicle checklist (Standing Instruction 422 – Annexure A) must be completed.


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Element 1 Frequency Total Remarks

Engine Management 1 2 3 4

*Excessive cranking 40

*Clutch disengaged 24

*Handbrake applied 40

*Revs too high for cold engine 40

**Switch off too early 40

**Excessive idling 03 06 12 24

Unnecessary blipping 02 04 08 16

Result: 100 – (0,446 x total) = xx%

* When starting engine ** When stopping engine


Moving off 1 2 3 4

Rolling over/under steer 10 20 40 80

No observations: blind spot/shoulder check

05 10 20 40

No signalling 05 10 20 40

Inc. gear selection 01 02 04 08

Waits too long 01 02 04 08

Stall 05 10 20 40

Signal not cancelled 02 04 08 16



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Clutch Control 1 2 3 4

Smooth & co-ordinated 01 02 04 08

Slips 01 02 04 08

Rides 01 02 04 08

Double declutch 01 02 04 08

Coasts 03 06 12 24



Steering 1 2 3 4

Method 01 02 04 08

Observations 05 10 20 40

Too wide / cutting 03 06 12 24

Wandering 01 02 04 08

Positioning of vehicle 01 02 04 08

Straddles 01 02 04 08



Gear Changing 1 2 3 4

Gear selection 01 02 04 08

Smooth & co-ordinated 01 02 04 08

Keeps eyes on road 01 02 04 08

Changes whilst cornering 01 02 04 08

Blips through upshift 01 02 04 08



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Lane Changing 1 2 3 4

Mirrors 01 02 04 08

Blind spot 05 10 20 40

Signals speed, position 05 10 20 40

Signal cancelled 02 04 08 10

Result: 100 – (1.020 x total) = xx%


Intersection 1 2 3 4

Mirrors 01 02 04 08


Signals 05 10 20 40

Lane change 01 02 04 08

Check L & R for cross traffic 01 02 04 08

Position for turning 01 02 04 08

Wheels straight for turning 05 10 20 40




Overtaking 1 2 3 4

Mirrors 01 02 04 08


Signals speed, position 05 10 20 40


Clear space 05 10 20 40



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Speed Control 1 2 3 4

Mirror 01 02 04 08

Too fast for conditions 05 10 20 40

Too slow for conditions 01 02 04 08

Acceleration control 01 02 04 08

Deceleration 01 02 04 08

Exhaust brakes 01 02 04 08

Brakes 01 02 04 08

Following distance 05 10 20 40

Revs/blip 01 02 04 08



Stopping 1 2 3 4

Mirrors 01 02 04 08


Signal 05 10 20 40

Brakes 01 02 04 08

Exhaust brake 01 02 04 08

Disengage clutch 01 02 04 08


Park brake 01 02 04 08

Neutral 01 02 04 08


Needless 01 02 04 08



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Freeways 1 2 3 4

Mirrors 01 02 04 08


Signal 05 10 20 40




Unsafe actions Y/N Remarks

Pass when illegal / unsafe

Runs through red light

Runs through amber light

Pre – empts green light

Rolling stop only

Ignores yield sign

Ignores stop sign


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ANNEXURE D- MEDICAL CERTIFICATE

Medical Certificate

I………………………………………………………………………………………………………………………….

(Initials and surname in block letters)

Qualifications: ……………………………………………………………………………………………………. Medical Practitioner of: ……………………………………………………………………………………… (Address) ……………………………………………………………………………………… Have examined: ……………………………………………………………………………………… (Initials & surname of Applicant) of (address) …………………………………………………………………………………………………… ………………………………………………………………………………………………….. and to the best of my knowledge, he/she is not suffering from any of the following diseases or disabilities:

(a) Uncontrolled epilepsy;

(b) liability to sudden attacks of disabling giddiness or fainting owing to hypertension or any other cause;

(c) any form of mental illness to such a degree that it is necessary that

he/she be detained, supervised, controlled and treated in terms of the Mental Health Act, 1973 (Act 18 of 1973);

(d) any condition causing muscular in co-ordination;

(e) uncontrolled diabetes mellitus;

(f) defective vision;

(g) any disease or disability which is likely to render him/her incapable

of efficiently driving and controlling any motor vehicle without endangering public safety.

Further, to the best of my knowledge, he/she is not addicted to the use of any drug

having a narcotic effect or the excessive use of intoxicating liquor

……………………………………………………… Signature

…………………………… Date


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ANNEXURE E- BTO TRAINING PROGRAMME

(Note: All training and development plans to be recorded in the SAP HR system)

Plant

Date

BTO Name

BTO Employee Number

Practical training by BTO Instructor

Item Planned Date Comment

*Driving skills assessment

*Transportation of Dangerous Goods

*HSE for BTO’s

*Basic Fire & First Aid

*PrDP (D) preparation

Ancillary equipment familiarisation

Assize precautions when delivering

Daily truck checking

Loading procedures

Delivery procedures

Documentation

Tachograph

Dispatch & loading advice

Product identification

Product marker tags – mandatory use

Grade segregation P/D selector

Bonding / static relaxation

*Compulsory items


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ANNEXURE F- BTO SCREENING CHECKLIST

Plant

Date

BTO Name

BTO Identity Number

BTO Age

Item Responsibility Signature Date

Completion of application for employment

Plant Manager

Interview / Clerical test Plant Manager

Check references Plant Manager

Check PrDP as appropriate Plant Manager

Driving skills assessment BTO Instructor

Licence check BTO Instructor

Psychomotor test (as appropriate) Plant Manager

Pre-employment medical examination Plant Manager

Motivate engagement Plant Manager

Advise BTO Training dept. of engagement

Plant Manager


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ANNEXURE G- BTO SKILLS ASSESSMENT (EXISTING BTO’S)

BTO Details

Surname

First Names

Employee Number

Plant

Vehicle Details

Equipment No.

Make

Model

Configuration Semi FTT/DBT FTT

Instructor

Date

An annual assessment of a BTO’s driving skills in terms of relevant elements of the K53 system as stipulated in Attachment E is compulsory in terms of company policy. All corrective action taken/planned to be recorded on the Assessment Discussion sheet.

Time spent by Instructor in practical demonstration of driving techniques

Time Kilometres

End End

Start Start

Total (minutes) Total

Confirmed by BTO

Signature Date


ANNEXURE H- TRAINING CERTIFICATE

Training Certificate

National Road Traffic Act, 1996

This serves to confirm that:

I D Number:

has received the following training as specified in the Regulations under the National Road Traffic Act, 1996 (Act No. 93 of 1996)

Interpretation and implementation of the instructions on the Tremcard

General training in the transportation of dangerous goods as specified in the regulations under the National Road Traffic Act, 1996 (Act N0 93 of 1996)

Comprehensive theoretical and practical training relevant to the type of vehicle and class of dangerous goods assigned

Detailed instructions on the Emergency Response System Certificate Number:

Date of Issue:

This certificate is valid for 12 (twelve) months from date of issue. Issued by: Engen Petroleum Ltd. ………………………. Instructor: Signature