Driver File Merge System

DRIVER FILE MERGE SYSTEM

The following pages contain all of the forms that are in the Driver Qualification File and the Confidential Records File. This program will allow you to enter data such as the driver name, social security number, etc. into a field that will then automatically be copied to every location on the forms that calls for that piece of information. The directions listed below will take you through how to do this. Once you have entered in all of the data you can simply print out the complete file with all of the information filled in.

NOTE* - The driver application is included in this file, however since the driver should complete the application we did not have any of the fields auto-populate other than the company name and address. On any form where the driver should be completing information we left these fields so that the driver must complete them on a printed copy.

In addition to the information that repeats through the form, you can also type information into any of the remaining blanks on the form. This will allow you to quickly complete as much of the forms on the computer as you want before printing. To enter data into these blanks you can tab through the blanks or place your cursor into the field with your mouse. Also, any “check box” can be selected by clicking on it with your mouse.

*NOTE - Everything else on the forms is locked for editing. This is necessary in order to make sure everything transfers through the various fields on the forms. If you need to make any additional changes please contact Les Nugen in the MJAI Safety Department for instructions on how to do this.

Directions:

1)We suggest that you save the file as a different name before typing in any data so that you preserve the original file.

2)Insert your cursor into the shaded field area that you wish to enter data into.

3)Type the data into the field and press the “Tab” key

4)Complete each field by entering the data and tabbing through

5)To print the document simply print like you would any other Word document

Driver Name:
Date of Birth:
Social Security #:
Street Address:
City:
State:
Zip:
CDL#:
CDLState:
CDL Expiration Date:
Date of Hire:
Company Name: / First Option, Inc.
Company Street Address: / 3072 West Delphi Pike
CompanyCity: / Marion
CompanyState: / IN
Company Zip: / 46952

FOR OFFICE USE ONLY

DRIVER HIRING & QUALIFICATION RECORDS CHECKLIST

DRIVER’S NAME: / DATE OF HIRE/LEASE:
Completion Date / Initials
1. APPLICATION
Completed:
Signed:
Dated:
2. COPY OF CDL
Expiration Date:
Classification:
Endorsements:
From state of residence:
3. INQUIRY TO STATE FOR DRIVING RECORD
4. MVR (any license held in last 3 years must be investigated)
State: / Date obtained:
State: / Date obtained:
5. COPY OF MEDICAL EXAMINER’S CERTIFICATE
6. MOTOR VEHICLE DRIVER’S CERTIFICATION OF VIOLATIONS & ANNUAL REVIEW OF DRIVING RECORD(combined form)
7. CERTIFICATE OF COMPLIANCE STATEMENT
8. RECORD OF ROAD TEST & CERTIFICATE
9. WRITTEN EXAM & CERTIFICATE (recommended)
10. 7 DAY PRIOR HOURS STATEMENT or 7 DAYS PRIOR LOGS
11. RECEIPT FOR FMCSR BOOK
12. RECEIPT FOR COMPANY POLICY MANUAL
13. HAZMAT TRAINING (if applicable)
Certification:
Copy of Tests:
14. ENTRY-LEVEL DRIVER TRAINING (if applicable)

Other documents which should be completed by the driver which we recommend be kept in a driver personnel file could include:

IMMIGRATION I-9 FORM
W-4 IRSFORM

DATE OF APPLICATION:

APPLICATION

COMPANY / First Option, Inc.
ADDRESS / 3072 West Delphi Pike
CITY / Marion / STATE / IN / ZIP / 46952

In compliance with Federal and State equal opportunity laws, qualified applicants are considered for all positions without regard to race, religion, sex, national origin, age, marital status, or non-job related disability.

TO BE READ AND SIGNED BY APPLICANT

I understand that information I provide regarding current and/or previous employers may be used, and those employer(s) will be contacted, for the purpose of investigating my safety performance history as required by 49 CFR 391.23(d) and (e).

I also understand that I have the right to:

Review information provided by previous employers
Have errors in the information corrected by previous employers and for those previous employers to re-send the corrected information to the prospective employer, and
Have a rebuttal statement attached to the alleged erroneous information, if the previous employer(s) and I cannot agree on the accuracy of the information

Applicant Signature: X______Date ____/____/____

DRIVER NAME
(LAST) / (FIRST) / (MIDDLE)
ADDRESS
CITY / STATE / ZIP
TELEPHONE NUMBER / CELL PHONE NUMBER
DATE OF BIRTH / SOCIAL SECURITY NUMBER

PREVIOUS ADDRESSES FOR THE PAST THREE (3) YEARS

1) ADDRESS
CITY / STATE / ZIP / FROM / TO
2) ADDRESS
CITY / STATE / ZIP / FROM / TO
3) ADDRESS
CITY / STATE / ZIP / FROM / TO

WORK EXPERIENCE

In accordance with §391.21 & .23 of the Federal Motor Carrier Safety Regulations (FMCSR), an applicant must list all previous work experience for the three (3) years prior to the date of application shown on page one, as well as all commercial driving experience for seven (7) years prior to those three years, for a total of 10 years. If you are an owner operator, list carriers leased to.

PLEASE LIST STARTING WITH MOST RECENT EMPLOYER, USE ADDITIONAL SHEET IF NEEDED.

CURRENT OR LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:
SECOND LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:
THIRD LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:

* The Federal Motor Carrier Safety Regulations apply to anyone operating a motor vehicle on a highway in interstate commerce to transport passengers or property when the vehicle: 1) weighs or has a GVWR of 10,001 pounds or more, 2) is designed or used to transport 9 or more passengers, or 3) is of any size and is used to transport hazardous materials in a quantity requiring placarding.

**Any gaps in employment and/or unemployment must be explained.

COMMERCIAL DRIVER’S LICENSE INFORMATION

LICENSE # / TYPE / STATE / EXP. DATE
(A,B, OR C)
ENDORSEMENTS (check all that apply): / DOUBLE/TRIPLE TRAILERS / TANK VEHICLES
PASSENGER VEHICLES / HAZARDOUS MATERIALS
LIST ANY ADDITIONAL LICENSE(S) HELD IN THE PAST 3 YEARS:
STATE: / NUMBER: / EXPIRATION DATE:
STATE: / NUMBER: / EXPIRATION DATE:
HAS YOUR PERMIT, CDL, OR PRIVILEGE TO OPERATE A MOTOR VEHICLE EVER BEEN DENIED, SUSPENDED, OR REVOKED OR CANCELLED? NO YES IF YES, EXPLAIN:

COLLISIONS

PLEASE LIST ALL MOTOR VEHICLE COLLISIONS IN WHICH YOU WERE INVOLVED (BOTH COMMERCIAL AND PRIVATE VEHICLE) DURING THE PAST THREE YEARS PRIOR TO THE APPLICATION DATE. IF NONE, WRITE “NONE”

DATE / DESCRIPTION / STATE / # OF INJURIES / # OF FATALITIES / HAZ.MAT SPILL
NO YES
NO YES
NO YES

TRAFFIC CONVICTIONS AND FORFEITURES

PLEASE LIST ALL TRAFFIC CONVICTIONS AND/OR FORFEITURES (BOTH COMMERCIAL AND PRIVATE VEHICLE) FOR THE PAST THREE YEARS (OTHER THAN PARKING). IF NONE, WRITE “NONE”

DATE / STATE / VIOLATION / PENALTY / COMMERCIAL VEHICLE?
NO YES
NO YES
NO YES

DRIVING EXPERIENCE

EQUIPMENT CLASS / TYPE OF EQUIPMENT / DATES / APPROX. MILES DRIVEN
(VAN, TANK, FLAT, ETC.) / FROM / TO
STRAIGHT TRUCK
TRACTOR & SEMI TRAILER
OTHER
LIST COMMODITIES HAULED:

EDUCATION

PLEASE CIRCLE THE HIGHEST GRADE COMPLETED: / 1 2 3 4 5 6 7 8 9 10 11 12 / COLLEGE: 1 2 3 4
OTHER TRAINING :
HAVE YOU RECEIVED ANY SAFETY AWARDS OR SPECIAL TRAINING?
DO YOU HAVE FULL KNOWLEDGE OF THE FEDERAL MOTOR CARRIER SAFETY REGULATIONS? YES NO

GENERAL

HAVE YOU BEEN A DRIVER FOR THIS COMPANY BEFORE?YESNO
IF SO, WHEN? / WHERE?
IS THERE ANY REASON YOU MIGHT BE UNABLE TO PERFORM THE FUNCTIONS OF THE JOB FOR WHICH YOU HAVE APPLIED? YES NO
HAVE YOU EVER BEEN CONVICTED FOR DUI, DWI OR OUI?YESNO
IN CASE OF EMERGENCY, CONTACT: / ( )
Name / Telephone number / Relationship

MUST BE READ AND SIGNED BY THE APPLICANT

I authorize the carrier to make such inquiries and investigations of my personal, employment, driving, financial or medical history and other related matters as may be necessary in arriving at an employment decision. (Generally, inquiries regarding medical history will be made only if and after a conditional offer of employment has been extended.) I hereby release employers, schools, health care providers and other persons from all liability in responding to inquiries and releasing information in connection with my application.

In the event of employment, I understand that false or misleading information given in my application or interview(s) may result in discharge. I agree to abide by the rules and regulations of the carrier as well as the Federal Motor Carrier Safety Regulations. I also agree and understand that if I am selected to drive for the carrier that I will be on a probationary period during which time I may be discharged without recourse.

This certifies that this application was completed by me, and that all entries on it and information in it are true and complete to the best of my knowledge.

X______/_____/_____

Applicant Signature Date

WORK EXPERIENCE (ADDENDUM PAGE 1)

Driver Applicant Name:
Social Security Number:
FOURTH LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:
FIFTH LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:
SIXTH LAST EMPLOYER COMPANY NAME:
ADDRESS: / CITY: / STATE: / ZIP:
PHONE: / FAX: / EMAIL:
SUPERVISOR NAME: / REASON FOR LEAVING?
JOB DESCRIPTION / FROM: / TO:
Were you subject to controlled substances and alcohol testing specified by 49 CFR Part 40 during this period? / YES / NO
*Was this job subject to FMCSA Regulations? / YES / NO
**ACCOUNT FOR PERIOD BETWEEN JOBS – Include dates (month/year) and reason:

**Any gaps in employment and/or unemployment must be explained.

Driver’s Name
Driver’s License Number
Driver’s Social Security Number
Dear:

The above named individual has made application with us for employment as a driver. The applicant has indicated that the above numbered operator’s license or permit has been issued by your State to the applicant and that it is in good standing.

In accordance with Section 391.23(a)(1) and (b) of the Federal Motor Carrier Safety Regulations, we are required to make an inquiry into the driving record during the preceding three (3) years of every State in which an applicant-driver has held a motor vehicle operator’s license or permit during those 3 years.

Therefore, please certify to us what the individual’s driving record is for the preceding 3 years, or certify that no record exists if that be the case.

In the event that this inquiry does not satisfy your requirements for making such inquiries, please send us such forms of yours as are necessary for us to complete our inquiry into the driving record of this individual.

Respectfully yours,

______

Steve Chapel
Printed name of person making inquiry
HR / Safety Director
Title of person making inquiry
First Option, Inc.
Motor Carrier Name
3072 West Delphi Pike
Motor Carrier Street Address
Marion / IN / 46952
MotorCarrierCity / State / Zip
(765) 660-2210
Motor Carrier Phone Number

MOTOR VEHICLE DRIVER’S CERTIFICATION OF VIOLATIONS

Driver’s Name:
Address:

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

NOTE - If no violations during the past 12 month period, write “NONE”

Date of Conviction / Location / Vehicle Type / Description of Violation (e.g. speeding 69/55)
Driver/License Information
License #: / Expiration Date:
State of Issue: / Social Security #:
If no violations are listed above I certify I have not been convicted or forfeited bond or collateral on account of any violation required to be listed during the past 12 months. I further certify that the above license is the only one I hold.
X
Driver’s Signature / Date of Certification
Name of Motor Carrier: / First Option, Inc.
Address: / 3072 West Delphi Pike
Marion / IN / 46952
COMPANY USE ONLY – ANNUAL REVIEW OF DRIVING RECORD
Carrier Instructions: At least once every 12 months a review of a driver’s driving record must be performed to determine whether the driver meets minimum requirements for safe driving or is disqualified to drive a motor vehicle pursuant to Section 391.15. The driver should complete the top portion of the form, and the carrier should complete the bottom.
In accordance with Section 391.25 FMCSR, all information pertinent to the above driver’s safety of operation, including all collisions, and the list of violations furnished by him/her in accordance with Section 391.27 FMCSR for the past 12 months has been reviewed.
Meets minimum requirements for safe driving
Does not meet minimum requirements for safe driving
Is disqualified to drive a motor vehicle pursuant to §391.15
Remarks/Action(s) Taken:
Reviewed by:
Supervisor’s Signature / Date of Review

CERTIFICATE OF COMPLIANCE WITH

DRIVER LICENSE REQUIREMENTS

NOTICE TO DRIVERS:

The Motor Carrier Safety Regulations part 383, applies to every person who operates a commercial motor vehicle in interstate, foreign or intrastate commerce, who operates a vehicle with a gross weight rating of 26,001 pounds or more, can transport 16 or more passengers including the driver, or transports hazardous materials that require placarding.

If the above applies you must comply with the following:

1. A driver may not possess more than one license. A motor carrier may not use a driver with more than one license. The driver’s license must be from the driver’s state of domicile.

2. A driver who violates state and/or local traffic laws (other than parking) must notify the motor carrier and the state that issued the license, within thirty days after the violation occurred.

3. A driver who receives either a revocation or suspension of their license must notify the motor carrier the next business day after receiving the notice.

4. A driver must provide previous work history when applying to operate a commercial motor vehicle.

DRIVER CERTIFICATION

I hereby agree that I have read and understand the above requirements issued in the Federal Motor Carrier Safety Regulations. The following license is the only one I possess.

Driver’s Name / Social Security #
please print
Driver’s Address
street address (P.O. box) / city / state / zip
Driver’s License No. / State / Exp. Date
Driver’s Signature: x

RECORD OF ROAD TEST

Driver Name: / Company: / First Option, Inc.
Tractor#: / Trailer #: / Length of Test / miles / Weather:
From: / To:
Start Time / A.M. / P.M. / Finish Time / A.M. / P.M.
PRE-TRIP INSPECTION / YES / NO / DRIVING / YES / NO
Checks oil, water / Builds air pressure
Checks tires and wheels / Selects proper gear
Checks lights / Maintains proper RPM
Checks horn / Checks instruments regularly
Notes body damage / Drives defensively
Checks emergency equipment / Sets parking brake
Checks steering / Uses clutch properly
Checks brakes
Checks gauges / Additional comments below:
COUPLING AND UNCOUPLING / YES / NO
Connects gladhands properly
Connects light line properly
Couples without difficulty
Visually checks coupling
Uncouples without difficulty
Checks surface before uncoupling
DRIVING PRACTICES / YES / NO
Are hands properly positioned on steering wheel?
Are pedestrians and traffic movements observed?
Is pull out from drive safe and without interference to moving traffic?
Is unit kept within proper driving lane?
Is following distance safe at varying speeds?
Is passing avoided on hills, curves, or in congested areas?
Are signals given when changing lanes and/or turning?
Are mirrors checked frequently?
Is speed consistent with ability?
Is alertness shown toward vehicles parked off roadway?

Page 1 of 2
RECORD OF ROAD TEST

DRIVING PRACTICES / YES / NO
Are railroad crossings approached with caution?
Is the right-of-way yielded to pedestrians?
Are school zones approached with caution and at posted speeds?
Are stops anticipated?
Is a full stop made at stop signs and traffic lights?
Are right turns properly made to prevent other vehicles from squeezing in?
Are left turns properly made?
Are potential accident-provoking situations noticed in time?
Does driver walk to back of vehicle before backing?
Stops & restarts without rolling?
Are all posted speed limits obeyed?
Slows down on curves, hills, intersections, etc.?
Performs routine functions without taking eyes off road?
Consistently alert & attentive to driving?
Is backing procedure smooth and cautious?
Additional Comments Below:
General Performance: / Satisfactory / Unsatisfactory
Qualified for: / Straight Truck / Tractor/Trailer
Needs additional training on the following:
Examiner Signature: / Date:

Page 2 of 2