QUEEN’S UNIVERSITY BELFAST ESTATES DEPARTMENT Vehicle and Driver Handbook Contents Executive Summary Introduction Responsibilities University fleet vehicles Authorisation to Drive Disqualifications Road safety Seat belts / seat belt adjustments Passenger Limitations Drink and drugs Smoking Mobile phones Time at the wheel Good driving posture Adjusting head restraints Pregnant drivers Loading and unloading/stowage Towing Parking and manoeuvring Leaving your vehicle unattended Driving for economy Inclement weather conditions Traffic fines and offences Payment of fines Notice of intended prosecutions 1 2 2 2 2 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 Maintenance and Repairs Vehicle safety checklist Vehicle safety inspection procedures Cleaning Scratches, dents and malfunctions Tyres, batteries and exhausts Windscreen breakage 8 8 8 8 8 8 Operational Matters Vehicle Excise Duty (VED) MOT Driver Training Reporting Fuel Purchasing Arrangements Fuel card / Account 9 9 9 9 9 9 Insurance and Theft Insurance cover Insurance certificates Insurance for other vehicles loaned to the University Insurance for personal possessions Insurance declarations Theft claims 10 10 10 11 11 11 Accident Procedures Completion of accident report form Claims involving third parties 11 12 Appendix 1 – University Integrated Travel Policy Appendix 2 – University Fleet Management Procedures Appendix 3 – Vehicle Details Registration Form Appendix 4 – Authorised Driver Registration Form Appendix 5 – Vehicle Safety Checklist Appendix 6 – Vehicle Disposal Form 13 14 15 16 17 19 Executive Summary This Handbook contains a number of policies, procedures and guidance for the local management and safe operation of the University’s fleet. The following procedures summarised below should be implemented by each School/Directorate: Appointment of a Vehicle Control Representative – an individual responsible to the Head of School/ Directorate overseeing the efficient and safe management of the fleet Registration of new vehicles or material changes to existing vehicles (see appendix 3/ page 15) Annual registration of authorised staff and students that are required to drive vehicles (see appendix 4/ page 16) Instructing authorised drivers to conduct and record vehicle safety checks prior to every use (see appendix 5 / page 17) Documenting the sale/ disposal of vehicles (see appendix 6/ page 19) 1 Introduction The University’s fleet consists of vehicles within the following categories: cars, light commercial vans, horticultural vehicles and road going and agricultural trailers. Policies and procedures outlined are also applicable to hire vehicles and private vehicles used on University business (grey fleet). The day-to-day management and running of this fleet represents a significant cost to the University, and there is a need to effectively manage and minimise these costs through fleet management and value for money procurement and operational procedures. This handbook is the operational part of the University’s Integrated Travel Policy. It should be read in conjunction with the: University Integrated Travel Policy (Appendix 1) University Fleet Management Procedures (Appendix 2) Manufacturer’s handbook for the vehicle Authorised Drivers1 are required to comply with the terms and conditions of the policy in all respects and sign a declaration to say that they have received, read and understand the requirements of the Handbook (appendix 4). Authorised Drivers should, therefore, familiarise themselves with the contents of all the documentation. Responsibilities University Fleet Vehicles University vehicles are an expensive and important asset. Vehicle Control Representatives 2 must complete a Vehicle Detail Registration Form for all new vehicles (see Appendix 3) to ensure that a full register of all vehicles owned and operated by Schools/Directorates is available. Completed forms should be sent to the Travel Plan Coordinator, and be resubmitted should any material changes occur e.g. fitting a tow bar. Please treat the vehicle with the level of care you would give it if you owned it yourself. This applies to: The way you drive and maintain the vehicle How you incur any costs paid for by the University whilst using the vehicle While the University accepts that fair wear and tear will happen as a normal part of the use of the vehicle, any abuse of the fair wear and tear principle may result in disciplinary action or other sanctions being taken against the Authorised Driver. The presentation of the car should be indicative of how you and the University wish to be seen. Authorised Drivers are therefore expected to: Keep the vehicle as clean as possible at all times Immediately rectify accident damage or other faults Treat all other road users with due courtesy Authorisation to Drive In order to drive any University vehicle or any other vehicle whilst on University-related business, individuals must be authorised to do so by the Insurance Section, Finance Department. Individuals must submit to the Vehicle Control Rep, annually every July, a completed ‘Authorised Driver Declaration Form’ (see Appendix 4). By doing so, Authorised Drivers agree to: Any Individual authorised to drive a vehicle owned or operated by the University and covered by the University’s insurance policy is defined as an ‘Authorised Driver’. 2 An Individual, appointed by their Head of School / Directorate, to be the first point of contact with any School / Directorate Authorised Drivers and responsible for ensuring day to day management and implementation of the Fleet Management Procedures. 1 2 Supply a copy of their licence to be held securely by the Insurance Section along with the Authorised Driver Declaration Form The University, if necessary, cross referencing licence details including category entitlements and endorsements. It is essential to tell the Insurance Section whenever any changes occur to licence details including endorsements, penalty points or change of name/address. It is also important that you: Report any circumstances that may affect your ability to drive legally (e.g. accumulated licence endorsements which may result in a ban) Comply with any regulations laid down by the DVLNI relating to any medical condition that may affect your driving and the validity of your licence, such as a requirement to wear spectacles or contact lenses for driving Failure to fully disclose any relevant information may result in disciplinary action, on the grounds of failure to obey a reasonable instruction. Disqualifications Drivers who lose their licences, due to a disqualification, should notify the Insurance Section immediately and cease to drive any University vehicle. Road safety The University takes its obligations in respect of road safety and health and safety very seriously. In terms of road safety, the University requires all Authorised Drivers on University business to: Observe all traffic regulations and legislation Drive within the speed limits for any given road Keep an appropriate distance from the vehicle in front Take extreme care when overtaking Have due regard for oncoming traffic when emerging at junctions and use vehicle indicators appropriately Consider other road users and pedestrians Material failures of these requirements will be considered a disciplinary matter to be dealt with under the relevant University procedures. The University reserves the right to withdraw authorisation for any employee to drive University vehicles in the event of prosecution of that employee for some certain serious types of driving offences. These conditions apply to all staff grades. Seat belts Seat belts must be worn at all times, as detailed in the Road Traffic (Northern Ireland) Order 1995. Seat belt adjustment As an essential safety feature, seatbelts should be adjusted to each occupant of the vehicle, especially for vehicles with multiple users. Authorised Drivers should follow these simple guidelines: Pull the latch plate across the chest and insert it into the buckle The lap belt should be positioned as low as possible on the hip bones – not on the waist, then tighten the belt to a snug fit across the lap by pulling the shoulder belt upwards Vehicles with an adjustable shoulder anchor point should be positioned so the belt is across the centre of the shoulder Ensure that the belt is not twisted and under no circumstances pass the belt over the neck or under the arms 3 Passenger Limitations Authorised Drivers are forbidden from exceeding the manufactures’ limitation on the number of passengers that are permitted to travel in the vehicle they are operating and must only carry individuals whom are on University business. In addition there are limitations on passenger types allowed to travel in a University vehicle including hitchhikers, family members, babies, young children etc. Drink and drugs The University will not condone any employee driving, or attempting to drive, while unfit due to the influence of alcohol or drugs. University policy also prohibits the use of any illegal/recreational drugs. Care should be taken over the intake of medicines (whether prescribed or across-the-counter), as many medicines may cause drowsiness or other conditions which make driving difficult. Smoking The University’s Smoking Policy states that smoking is not allowed in any University owned vehicle. Authorised Drivers should also be aware that smoking in Scotland and the Republic of Ireland is banned in light good and light commercial vehicles. Mobile phones The University expressly forbids the use of all mobile phones by Authorised Drivers at all times when the engine is running and/or the vehicle is in motion. Hands-free kits or similar devices are only acceptable if the phone is held in a ‘cradle’. Under the law, 'using' includes any activity where the instrument is 'held' by the driver at any point during the making, conducting or ending of a call. The definition of driving covers those at the wheel of a vehicle while on public roads (this includes all University sites, car parks, lay-bys, etc.), while moving or stationary with the engine running. All University phones are equipped with voicemail facilities. These should be used while driving, and messages dealt with at your destination or during a rest break on longer journeys. Time at the wheel None of the University’s core business activities should require an Authorised Driver to be behind the wheel of a vehicle for a period of time whereby the Authorised Driver could become fatigued. To minimise the risk of accidents as a result of tiredness and driver fatigue, the following guidelines should be followed: Authorised Drivers are advised to drive no more than 400 miles per day Authorised Drivers should never drive more than two hours at a single stretch to avoid fatigue If a business journey is expected to extend beyond this time limit, plan to stop at an appropriate and safe place for a break If, at any time while driving you become drowsy, stop at the earliest opportunity and take a break. Do not continue to drive if you feel tired and/or drowsy Allow a minimum break period of 15 minutes before resuming your journey to provide adequate refreshment and change in posture and field of vision Where there are other Authorised Drivers in the vehicle, rotate the driving Authorised Drivers should not make unnecessary journeys during periods of bad weather (snow, ice and fog) Where possible, Authorised Drivers should avoid exceptionally early morning starts, particularly during winter Authorised Drivers should not commence a journey if they: o feel they are not fit to do so o have been advised by their doctor not to drive o are on medication that may affect their ability to drive safely. 4 Good driving posture Poor posture while driving can lead to time off work with back pain. To avoid this, Authorised Drivers should ensure that they adjust the vehicle’s seat, following the tips below: The lower chest should come forward and up in order to relax the shoulder blades and back Shoulder blades should be in good contact with the back of the seat. The lower spine should not push into the back support The back of the head should be one finger’s thickness away from the head restrain Hands should be in the ten-to-two position The steering wheel should be directly in front of the driver and the driver’s wrist should be able to rest on the top of the wheel Avoid head restrains which push the head forward (see below). Adjusting head restraints To avoid whiplash injuries it is important that head restrains are adjusted correctly. Authorised Drivers should ensure that they adjust the vehicle’s head restraint, following the tips below: The centre part of the head restraint should be at least the height of the eyes or the top of the ears The restraint should be as close to the back of the head as possible Do not drive with the head restraint removed. Pregnant drivers Pregnant women drivers must wear a seatbelt, unless their doctor certifies that they are medically exempt as there is no automatic exemption. Pregnant drivers are urged to adhere to the following advice and guidance when driving: Adjust the seat into which you are getting into or getting out of back as far as it can go to maximise room Ensure that you have two good handholds when entering or exiting the vehicle Get assistance if entry or exit from the vehicle is difficult When possible, ride as a passenger rather than drive to avoid potential contact with the steering wheel or try to drive a vehicle that allows the most clearance between the steering wheel and your abdomen A lap-and-diagonal standard seatbelt is preferable to a lap-only belt On a standard safety belt, always position the lap strap across the hips, fitting comfortably under the bump The diagonal strap should be placed between the breasts over the sternum around the side of the bump Ensure the belt ‘clicks’ home, as you may not be able to observe this Never use the lap portion of the belt with the diagonal strap behind you, even if the diagonal strap is causing discomfort (especially in later months) If fitted the air bag should not be disconnected and remain operational If driving for long periods take a break if the seatbelt or seating position gets uncomfortable Ensure that the vehicle that you intend to use has no defects that might cause a breakdown Ensure that you have a mobile telephone with you when driving Ensure that you let someone know when you expect to arrive at your destination and inform them when you have done so. Loading and unloading/stowage Authorised Drivers are responsible for ensuring that: Vehicles are loaded safely and securely The total load is within the limits specified by the manufacturer 5 Training will be given to those who are likely to be involved with loading and unloading to minimise the possibility of back injury. If you have any concerns over the loads you have to move/handle with a vehicle, raise the issue initially with your Vehicle Control Rep. Towing Before you drive any University (or other) vehicle with a trailer, you must ensure that you hold the appropriate licence entitlement (B+E). Changes to DVLNI regulations mean that, since January 1997, new drivers no longer have an automatic entitlement to drive a vehicle with a trailer. In these cases, a separate test must be taken. Authorised drivers must ensure that the Maximum Authorised Mass (MAM) of the vehicle and trailer do not exceed the category entitlements. In general, the University has minimal requirement to use trailers for its normal business activities. In an emergency, the towing of a mechanically disabled vehicle that belongs to the University is permitted, provided: It is for only a short distance to a place of safety An adequate towrope is used The driver of the vehicle being towed understands his/her obligation to 'keep suitable distance' from the towing car and to use the brakes to maintain a slight tension in the towrope Parking and Manoeuvring Authorised Drivers should exercise care when carrying out parking manoeuvres by: making sure the space is: o legal for the use o large enough for the vehicle o not obstructing another vehicle or walk/ driveway o does not contain debris or glass etc which could damage the vehicle o a secure location for the vehicle and the driver. Consideration should also be given to the suitability of the space on return to the parked vehicle in terms of darkness, security and other road users. Leaving your vehicle unattended It is a University requirement that vehicles are locked when left unattended, whether on or off University premises. It is advisable to remove any items of value from the vehicle if it is left unattended (e.g. cameras, tools, clothes and mobile phones). If this is not possible, it is important to cover or place them out of sight. Driving for economy Fuel costs represent a significant part of the total cost of running the University fleet. It is University policy to seek to minimise fuel use wherever possible. In addition to the obvious business advantages, driving more economically makes a substantial improvement to vehicle emissions. To improve vehicle efficiencies, Authorised Drivers should: 1. Drive smoothly - try to avoid harsh acceleration and heavy braking wherever possible to minimise fuel consumption (erratic driving can increase fuel consumption by over 10%) and prevent increased maintenance costs 2. Use the correct gear - selecting the incorrect gear can increase fuel consumption by more than 25% 3. When starting from cold - drive off as soon as possible. Also avoid long periods of idling to warm the engine – it wastes fuel and increases engine wear 6 4. Maintain correct tyre pressures – under-inflated tyres can increase fuel consumption by 1% per 2psi under inflation, per tyre 5. Avoid short journeys, where possible – during these journeys the engine does not reach optimum operating temperature; this can double fuel consumption in the very short term, and produces significantly more toxic pollutants if the catalytic converter has not heated through. Walking short distances is free and cycling is a healthy form of exercise 6. Observe speed limits - in the first place to stay legal, but also travelling in excess of 70 mph can use up an additional 30% more fuel than travelling at 50 mph 7. Save fuel - by switching off the engine when stationary in traffic jams 8. Remove roof racks, trailers etc when not in use. At 50 mph an empty boot mounted cycle rack can reduce fuel economy by up to 50% 9. When safe to do so, switch off unnecessary electrical equipment such as heaters, air conditioning, rear screen de-misters etc. They all increase fuel consumption 10. Plan all journeys - to reduce unnecessary mileage due to getting lost, to avoid traffic jams or road works. Also plan journeys to avoid peak travel periods. Inclement weather conditions Authorised Drivers should use facilities such as AA Weatherwatch and local weather broadcasts to warn them of impeding inclement weather conditions that might affect their journey and must not travel if the advice is not to. Traffic fines and offences Authorised Drivers are required to declare, annually every July, any previous, current or forthcoming prosecutions, summons or fines etc. as this may impinge on conditions of the University’s Fleet Insurance. Following the declaration, the Authorised Driver has a ‘duty’ to inform the Insurance Section of any driving other offences accrued throughout the year. Payment of fines Authorised Drivers are personally responsible for the payment of any fines and associated costs arising from prosecution for traffic offences, parking offences, congestion charges, speeding, a fixed penalty and other driving offences incurred whilst on University business. There are strict time limits for the payment of fines, outside which additional charges may be incurred. Unless there is a clear and specific intention to appeal against the notice, it is in the interest of the Authorised Drivers to pay immediately. The University will recharge any costs or fees incurred to the employee. Notice of intended prosecutions It is essential that the Insurance Section is immediately informed of any notice of intended prosecution, summons, etc whilst on University Business. Where necessary, such notices will be sent to the insurance company, whom will deal with the matter. Maintenance and Repairs It is essential that all University vehicles are maintained to at least the standards and frequency set out in the manufacturer’s handbook. Concerns regarding the mechanical condition of a vehicle or its roadworthiness should be reported immediately to your Vehicle Control Rep. Vehicle Control Rep’s must ensure that: Maintenance schedules are observed The vehicle’s service book is completed by the servicing garage A completed job sheet is provided and retained by the Vehicle Control Rep 7 Vehicle Safety Checklist It is a legal requirement that Authorised Drivers ensure the vehicle they use is in a road worthy condition before every single use. This must be done by completing a Vehicle Safety Checklist (see Appendix 5) prior to driving the vehicle. Vehicle Safety Inspection Procedures The Vehicle Control Representative is responsible for: Ensuring that each vehicle under their control contains a Vehicle Safety Checklist The Vehicle Safety Checklist remains within the vehicle at all times Returning completed forms to the Travel Plan Coordinator Authorised Drivers are responsible for: Completing, before every single use, the Safety Checklist Ensuring that the Safety Checklist remains in the vehicle Immediately reporting to the Vehicle Control Rep any safety related defects Cleaning Authorised Drivers are responsible for ensuring that the vehicle is kept in a clean and presentable condition, both inside and out, to promote a positive image of the University. The vehicle should be washed and cleaned at least once a fortnight The interior bodywork, upholstery and carpets should be cleaned regularly Scratches, dents and malfunctions Authorised Drivers should keep the vehicle in good condition at all times. Fair wear and tear is acceptable but does not include: Bodywork scratches and dents, other than small scratches and chips Deep scratches on glass Stains, burns or tears on seats, head-linings or carpets Electrical equipment not in working order Tyres, batteries and exhausts Except in emergencies, all tyre, battery or exhaust replacement or attention should be arranged in good time through your Vehicle Control Rep. Authorised Drivers are responsible for keeping a careful watch on tyre wear. You must comply with the law with regard to tyres and not use them when they are worn below permitted limits (currently a tread depth of 1.6 mm across the whole width of the tyre tread). Tyres must be replaced BEFORE the tread reaches the legal minimum; to provide a safety margin. Windscreen breakage Please report damaged or broken windscreens or other glass to the Vehicle Control Rep, who will make necessary arrangements for repair or replacement. Some types of damage may be repaired rather than entire windscreen replaced. If the windscreen is replaced, please remember to recover the tax disc and affix it to the new screen. 8 Operational Matters Vehicle excise duty (VED) Vehicles are taxed annually by the Insurance Section, Finance Department, whom hold a register of all taxed vehicles and are responsible for arranging replacement tax discs. On receipt of a new tax disc, the Insurance Section will post these out to the relevant Schools/Directorates. It is a legal requirement that a valid tax disc is displayed clearly on the front windscreen. Authorised Drivers must ensure that the tax disc on the vehicle is current, prior to driving the vehicle. MOT The Insurance Section also pre-arrange MOT tests. Authorised Drivers must not drive a vehicle that is not covered (as necessary) by an MOT certificate. Following the MOT test, the Vehicle Control Rep should pass the Certificate onto the Insurance Section for filing and safekeeping. Driver training The University, facilitated by the Safety Service, can train employees who drive on business. The responsibility and costs for training rests with individual Schools/Directorates. You will be advised by your Vehicle Control Rep / Head of School/Directorate of your participation in any courses considered appropriate. Reporting All incidents, such as accident damage, involving a University vehicle covered by the fleet policy must be reported to the Insurance Section. If appropriate, an accident report form should be completed, available from the Insurance Section. Fuel Purchasing Arrangements Vehicle Control Reps must keep accurate records of fuel expenditure. recognised methods for the refuelling of University vehicles: There are currently 2 Fuel card Fuel account with a local petrol stations Fuel Card It is essential that all Authorised Drivers ensure that the garage forecourt records correctly the mileage of the vehicle at the time of any fuel purchase. This figure can be used to crosscheck monthly mileage returns. Fuel Account A number of accounts exist with several local petrol stations (often requiring pre-registration with the account prior to fuelling; your Vehicle Control Rep will advise of local arrangements). It is essential that all Authorised Drivers ensure that the garage forecourt correctly records the vehicle’s registration mark (VRM) at the time of any fuel purchase. The VRM can then be used to collect and analyse monthly returns and departmental vehicle usage. Where possible, except in unforeseen circumstances, all University fleet vehicles should be refuelled by means of one of the two options above. 9 Insurance and Theft Insurance cover The University’s Finance Department, Insurance Section, is responsible for all University vehicle fleet insurance. A policy excess of £500 applies. No University vehicles should be used other than for core business or taken home by Authorised Drivers, as this will affect personal tax benefits and may affect the insurance policy. To register under this policy, employees must complete an Authorised Driver Registration form, available from the Insurance Section. To be approved for insurance cover the employee must be: Over 21 years of age Hold a current full driving licence Be free from any accidents and convictions Have three years driving experience with full licence Have no penalty points This policy offers comprehensive cover for five different categories of vehicles belonging to or hired or loaned to the University: Goods vehicles Motor vehicles 8 seater vehicles Agricultural/Forestry vehicles Vehicle constructed primarily as a tool Drivers of hired or loaned vehicles are covered only if the Insurance section in the Finance Department has been notified in advance. Minibus drivers must fulfil additional conditions, details of which can be obtained from the Finance Department. Staff should be aware that all insurance is subject to the insured taking reasonable precautions to avoid the risk of loss. Authorised Drivers have a duty to be vigilant and exercise maximum care in safeguarding University vehicles, equipment and property. All claims arising must be notified to the Insurance Section immediately, preferably within 48 hours of the incident giving rise to the claim. A condition of all insurances is that a fully completed claim form with supporting information must be submitted to the Insurers within 30 days of the claim arising. For other requirements or queries, please contact the Insurance Section of the Finance Department. A summary of the University’s insurance cover is available from the Insurance Section, Finance Department. Insurance certificates The current Certificates of Insurance are held by the Insurance Section. Generally, insurance certificates are not released to Authorised Drivers. If proof of insurance is needed, say in the event of an accident or traffic offence, then the Authorised Driver involved should contact the Insurance section (tel. 9097 3020). Insurance cover for vehicles loaned to the University Vehicles loaned to the University must have appropriate insurance policies. It is a responsibility of the School/Directorate who has taken loan of the vehicle to ensure that the loaning body have provided adequate insurance for the vehicle. 10 Insurance cover for personal possessions Personal property is not covered under the University’s insurance policy. You should, therefore, arrange private insurance cover for such items. Insurance declarations A University vehicle cannot be driven by someone who has at any time been previously disqualified from driving, without the prior written approval of the insurers. This is arranged by the Insurance Section, but it is your responsibility to ensure that this is obtained if necessary. The Insurance Section is required to inform the insurer of Authorised Drivers who have: Been convicted of any driving offence connected with drinking and/or drugs Been convicted of any dangerous or reckless driving offences Committed an offence relating to driving without due care and attention Under the terms of the University insurance, any change of circumstances involving a notifiable disability or a conviction for driving offences, etc. must be reported to the Insurance Section in writing. This includes the imposition of fixed penalty points on a driving licence. You are required to notify your Vehicle Control Rep and the Insurance Section immediately of any of the above offences. Failure to do so may result in disciplinary action. Theft claims In the event of a theft or attempted theft of property, accessories or spare parts from a University vehicle, you should notify your Vehicle Control Rep immediately. Accident Procedure In the event of an accident, your primary concern should be for the safety of all parties involved. Do not make any admission of responsibility. Give no information beyond that required by law (see below). Note the registration numbers of any other vehicle(s) involved, as well as the driver's name and the name of the vehicle's owner. Try to obtain the names and addresses of any independent witnesses. If your vehicle is involved in an accident, the following actions are necessary: Stop quickly but safely. Switch on the four-way hazard lights to reduce the chance of someone else hitting you Endeavour to obtain the names and addresses of any independent witnesses. Make notes on the spot concerning the main details – time, place, circumstances, weather conditions, registration number of vehicle(s) involved, etc. In a damage-only accident, you have a legal obligation to exchange names, addresses and registration numbers with the other drivers involved. If, for any reason, it is not possible to exchange particulars at the scene, you must report the accident to the police within 24 hours If any personal injury has been sustained, no matter how slight, and even if it is possible to exchange particulars at the scene, you must report the accident to the police as soon as possible and, in any case, within 24 hours of the accident If you have been injured or feel any discomfort that might be attributable to the accident, it is important that you consult a doctor to initiate a medical report in case of subsequent injury claims Completion of accident report form Following any accident involving a University vehicle, Authorised Drivers must complete an accident report form (copies available from the Insurance Section) regardless of whether or not there is any 11 damage to the vehicle. The report should be checked by the Vehicle Control Rep and submitted to the Insurance Section. In order to improve occupational road risk management and to understand why a vehicle crash occurred, Authorised Drivers maybe required to participate in a post-accident interview. The aim of the interview is to assess the nature and cause of the accident and, if necessary, highlight and provide driver training to mitigate further accidents. Claim involving third parties It is essential that the Insurance Section is immediately informed of any notice of intended prosecution, summons, etc. Where necessary, such notices will be sent to the insurance company, who will deal with the matter. 12 Appendix 1 University Integrated Travel Policy Queen’s University Belfast, with over 3,500 employees, is one of Northern Ireland’s largest employers, and as such, contributes to transport impacts in and around the City. As part of its commitment to improve social, economic and environmental sustainability, the University seeks to manage its travel associated with core business travel, and where possible, travel by the University community. In support of these principles, the University is committed to: Reducing the impact of University related traffic on the environment and the local community by encouraging staff, students and visitors to the University to travel by sustainable transport modes, achieving this through an improvement in the choice and viability of other sustainable transport modes Improved management of all vehicles operated by the University to ensure a reduction in operational/legal risk, value for money and an improvement in the environmental performance of the University fleet Improved management of business related travel, especially car travel and associated mileage claims, through a review and revision of current business related travel policies 13 Appendix 2 University Fleet Management Procedure This procedure seeks to improve the operational control and risk management of the University’s fleet and ensure, where possible, that it offers Value for Money in respect of procurement, operational use and disposal. The Fleet Management Procedure provides the organisational structure for the implementation of one of the principles of the University’s Integrated Travel Policy 2006, and sets out the following procedures: The Registrar is responsible for: Providing the overall framework for advice and guidance to the University on vehicle fleet management, through the Estates Department, whom will Provide the authorisation systems for controlling the vehicle fleet, as well as the necessary administrative systems for the provision of annual records for all the University’s fleet Each School/Directorate is responsible for: Overseeing the procurement and effective operation of all vehicles within their Departmental control to ensure compliance with this Policy The appointment of a Vehicle Control Representative, under the direction of the Head of School / Directorate, who will be the first point of contact and be responsible for ensuring day to day management and implementation of procedures Each Vehicle Control Representative will ensure that: All staff required to drive, complete every July, the Authorised Driver Declaration Form. These forms should then be submitted to the Insurance Section, Finance Department Complete an annual Vehicle Details Registration Form for any new vehicles that are purchased/leased by the department (irrespective of funding source). Completed forms should be sent to the Travel Plan Coordinator Ensure that Vehicle Safety Checklists are readily available, regularly completed and forwarded to the Travel Plan Coordinator at the end of each month Any safety related defects should be reported and rectified immediately Ensure all vehicles display current MOT and Vehicle Excise Duty licences Ensure, in conjunction with all Authorised Drivers, that vehicles are maintained in a roadworthy condition and maintenance is carried out in accordance with manufacturers recommendations Ensure that, in the event of an accident, theft or damage to a vehicle, all claims arising are notified to the Insurance Section immediately, preferably within 48 hours of the incident. A condition of all insurances is that a fully completed claim form with supporting information must be submitted to the Insurers within 30 days of the claim 14 Appendix 3 Vehicle Details Registration Form Please complete the form below for all new vehicles operated by your School/Department. The completed form should be sent to the Travel Plan Coordinator. The Vehicle Control Representative must resubmit this should any material changes be made to existing vehicles. Vehicle Registration Number: Manufacturer: Model: Colour: Engine Size (cc): Fuel Type: Fuel Procurement Method: Vehicle Dimension (length/width): Gross Vehicle weight: Equipped for towing: Official CO2 rating (available since ’99): Grams CO2 /km Original Registration Date (on V5 form): Registered Owner details: Current Mileage: Mileage on Acquirement: MOT expiry date (month): Tax Disc Expiry date (month): Radio Security Code (if applicable): Address normally parked: School/Department: Faculty: Form Completed by Vehicle Control Rep (print name and signature): Checked by Head of Department (print name and signature): Office Use Date vehicle details amended/disposed: Date form Received: Please return to: Travel Plan Coordinator, Estates Directorate, Level 5, Administration Building 15 Appendix 4 Authorised Driver Registration Form Annually (every July) all University Authorised Drivers, including current and new members of staff, are required to complete the form below. This form along with the driver’s licence (for a visual inspection) must be submitted to the Insurance Section, Finance Department. Driver / Licence Details (please complete in full) Title: First name: Surname: Job title: Date of Birth: / / 19 School / Department: Work Address: DVLNI / DVLA Driving Licence No: Date Test Passed: / / 19 Categories of Entitlement: Details of Illnesses or Disabilities: Motoring Accidents (please list all accidents in the last 5 years): Date (MM/YYYY) Description of Accident Approx Costs (£) Fault (Y/N) University Business related (Y/N) Motoring Offences (please list all offences inc. pending convictions in the last 5 years): Date (MM/YYYY) Description of Offence Fine/Ban/Penalty Points Declaration I have provided the necessary information in relation to the University’s Insurance Policy and agree to immediately notify the Insurance Section should any of the above details change during the course of the year. I also agree to the University being allowed to contact the DVLNI to verify the above information: Signed: Date: / / 16 Appendix 5 Vehicle Safety Checklist – to remain in vehicle ( ) Authorised Drivers must ensure that the vehicle they use is in a road worthy condition before every single use. Any defects must be recorded and immediately rectified through the Vehicle Control Representative. Completed forms must be submitted to the School/Directorate Vehicle Control Representative. Before every vehicle use, Authorised Drivers must inspect and record the items listed below. General guidance is provided on how to inspect each item. Tick box if item is OK or mark X if there are defects and give details. Mark N/A if not applicable. Date Tyres (i) Seat belts (ii) Front, rear & indicator lights (iii) Daily Use – Pre Checks Horn Brakes Steering (iv) Checklist submitted by Vehicle Control Rep ( (v) (vi) Wipers / washers Clutch Oil Levels (viii) (vii) Signature User Print Name (ix) ) on: / / Please return completed forms to: Travel Plan Coordinator, Estates Directorate, Level 5, Administration Building 17 Guidance on inspecting items on the Vehicle Safety Checklist Tyres - inspect the tyres for severe under or over-inflation and for signs of wear and tear especially in the sidewall. A tyre depth of 1.6mm is the legal minimum requirement. It is best practice to periodically (monthly) ensure that the tyres are inflated to the correct pressure recommended in vehicle manufacturers manual Seatbelts - check that seatbelts operate correctly and click into the locking system(s) firmly Lights - turn on the lights, walk around the vehicle to ensure all lights are working and are equally bright, clean and have no water inside the lens. Get assistance to check the brake and reverse lights. Checks should also be performed on the indicators and hazard lights Horn - sound the horn to ensure it works Brakes - check the operation of footbrake and handbrake and when coming to a stop notice how the pedal feels and listen for any unusual noises such as screeching or grinding. Check the brake fluid level and Anti Lock braking system (ABS) light operation if fitted Steering - if the steering is vague and heavy the tyres may be worn or under pressurised. Rock the steering wheel gently while watching the front wheel, there should not be any noticeable delay between steering wheel and road wheel movement Wipers/Washers - inspect the wiper blades for cracks or brittleness. If the wiper blades chatter or leave the windshield smeared, they should be replaced. Check the washer operation and the fluid level. A uniform even spray that covers the entire windshield should be present Clutch - observe any unusual clutch symptoms such as slipping (increase in vehicle revs) or juddering Oil Levels - use the engine oil dipstick to ensure that there is sufficient engine oil by reading the oil slick level between the empty and full indicator marks 18 Appendix 6 Disposal / Sale of Vehicle Form Please use this form to notify the Insurance Section when a vehicle is disposed of, irrespective of the disposal methods. Vehicle Model: _____________________________________________________ Vehicle Manufacturer: _____________________________________________________ Registration Mark: _____________________________________________________ Chassis No: _____________________________________________________ Mileage: _____________________________________________________ The above vehicle is being sold/ disposed of by Queen's University Belfast on the understanding that the recipient of the vehicle will assume the obligation to take all necessary steps to ensure safety in its operation and will ensure that the correct procedure of transfer of ownership is adhered to. The vehicle has been examined by the recipient who is satisfied as to its condition. The University cannot accept liability for any defect subsequently discovered. Signed on behalf of Queen's University Belfast Signature: ______________________ Date: ______________________ Print name: ______________________ If sold, please record the amount and payment details Value (£): ______________________ Payment method: _________________ I (the recipient) accept the above vehicle on the foregoing University conditions Signature: _______________________ Print name: ______________________ Date: _______________________ Contact No: ______________________ Instructions for completion 1. The University employee selling/ disposing of the above vehicle is responsible for ensuring that the above details are recorded correctly Please complete fully and return to: Insurance Section, Level 3 Administration Building, Belfast BT7 1NN 19