BUS OPERATOR WORKSTATION PROCUREMENT TEAM TRAINING T O ENHANCE BUS OPERATOR ERGONOMICS, HEALTH, AND SAFETY A TRAINING TEMPLATE FOR TRANSIT AGENCIES [ADD THE TRANSIT AGENCY NAME, CLASS TITLE, TRAINING DATE AND OTHER INFORMATION HERE] TCRP Report 185 Version: February 19, 2016

EXPLANATION This training template is designed to help transit agencies prepare and support their procurement teams in ensuring that the buses they purchase promote best practice ergonomics, health and safety. The template is organized in module outlines covering the knowledge and skills areas recommended by transit agencies, unions and industry experts, and the objectives for each module. The specific content required should be adapted and developed by the transit agency. Reference materials and existing trainings are suggested. This template is designed to be filled in with information, images and content that are specific to the transit agency and the group being trained. 2

Training about how procurement works at the transit agency should be provided to all new procurement team members and to other stakeholders as desired so they can participate as needed. Training should be updated for all procurement team members at the initiation of procurement cycle or as changes occur. Modules: 1. Procurement as practiced at the agency 2. Procurement update TRAINING AREA 1: PROCUREMENT 3

MODULE 1: PROCUREMENT PROCESS Purpose Review steps of real life bus procurement acquisition planning Understand stakeholder and team roles Content Current procurement protocol Practical examples of targeted design areas for bus operator health and safety, and what is involved with those specifications Materials Presentation by group facilitator or procurement staff Recommended Bus Procurement Team Process Guidance Tool 4

MODULE 2: PROCUREMENT UPDATE Purpose Establish common understanding of process Review upcoming procurement calendar Identify process changes Define team roles Content Review of agency procurement, highlighting any changes Calendar: information collection, analysis and planning, specifications, RFP, review, award, factory visit, pilot, roll out, warranty period, evaluation Team chart and roles Feedback on previous process, gaps, skills needed Materials Previous specification document Team chart and responsibilities Calendar 5

All procurement participants should understand the basics of the bus operator workstation design related to ergonomics, health and safety. A summary explanation may be adequate for those not making material decisions. An active role in identifying problems, suggesting and assessing changes, and testing delivered buses calls for more detailed training. These modules can be prepared by the transit agency staff who have experience in the area. The “Ergonomics for bus operators” template developed with this project can be adapted for module 4. Modules: 3. How the workstation affects operator health and safety 4. Ergonomics 5. Occupational health and safety 6. Driving 7. Maintenance TRAINING AREA 2: TECHNICAL SKILLS AND KNOWLEDGE 6

MODULE 3: HOW THE WORKSTATION AFFECTS HEALTH AND SAFETY Purpose Define the demands of driving that can affect bus operator health and safety Content seating controls visibility signage farebox wheelchair passenger interaction Materials Presentation by staff that experience in bus operations Images, prototypes or access to current workstation and past elements that caused problems Bus Workstation Design Features Guidelines APTA Standard Bus Procurement appendices as updated 7

MODULE 4: ERGONOMICS Purpose Define workplace ergonomics demands, including biomechanics and human factors Identify how these affect bus operators Apply knowledge to practical examples and develop solutions Content joint posture force demands reach vibration anthropometrics seated work stress Materials Presentation by safety staff NTI Musculoskeletal Disorder Awareness and Prevention (Direct Delivery) NTI Musculoskeletal Disorder Awareness and Prevention (Train the Trainer) OSHA # Principles of Ergonomics 8

MODULE 5: OCCUPATIONAL HEALTH AND SAFETY Purpose Describe the common health and safety hazards for bus operators Explain fundamentals of OSH and industrial hygiene Review Agency’s safety structure, reporting system Define areas of bus cab design that affect safety and health Content Vehicle safety as it affects the operator Hierarchy of controls Hazards and controls: Slips and falls Environment: heat, cold, air quality, light Health and wellness, including seated work, stress Assaults in the bus work environment Materials Workshop prepared by safety department or joint safety committee Transit health and safety handouts OSHA 10-hour or 30-hour General Industry Outreach Training Course (adapted for transit) OSHA #521 - OSHA Guide to Industrial Hygiene 9

MODULE 6: DEMANDS OF DRIVING Purpose Explain and demonstrate driving demands Identify cab configuration issues in current fleet Content Physical challenges Work schedule challenges Cognitive load Targets for procurement Materials Bus operators’ interactive workshop or presentation on driving demands Operations perspective on procurement for safety and health – targets and limitations Bus assessment checklist A Transit Workplace Health Protection and Promotion Practitioner’s Guide from TCRP Report

MODULE 7: DEMANDS OF MAINTENANCE WORK Purpose Explain and demonstrate maintenance ergonomics demands Identify cab configuration issues in current fleet Content Physical demands of work Importance of equipment selection and placement on safety and health, including maintainers Materials Maintainers presentation on cab configuration Maintenance Department perspective on procurement for safety and health – targets and limitations 11

Some team members or others in the transit agency may already have advanced training or technical skills. The transit agencies can call on these people to provide explanations or even more formal training to the rest of the team. Advanced training is especially important in areas such as bus design and testing when the team, and sometimes bus operators or maintainers, are involved in bus evaluation. Modules: 8. Product and vehicle design 9. CAD modeling, blueprints and specifications, 10. Product testing TRAINING AREA 3: ADVANCED TECHNICAL SKILLS AND KNOWLEDGE 12

MODULE 8: PRODUCT AND VEHICLE DESIGN Purpose Define background for bus design, selection and build Allow procurement team to make practical and effective proposals for improvements Provide tools for developing effective RFPs Content Steps in design: concept, CAD, mock up, functional prototype, pilot, production Stakeholder roles in participatory ergonomics Bus manufacturer design and build processes Materials Presentation by engineers, maintenance or procurement Summary from manufacturer about their design and build processes Bus Workstation Design Features Guidelines and 3-D PDF Universal Model 13

MODULE 9: CAD AND SPECIFICATIONS Purpose Communicate basic skills for interpreting and commenting on images and descriptions of equipment Provide experience with tools used in design and procurement Practice reading blueprints and design specs Content Blue print reading Specifications models Using the Bus Operator Workstation Engineering CAD Model Using the universal 3-D PDF Model Materials Presentation by maintenance or engineering staff Examples from last procurement Bus Operator Workstation CAD Model and the 3-D PDF Universal Model 14

MODULE 10: PRODUCT TESTING Purpose Support the organization in evaluating new equipment and cab configuration changes Establish a common language for discussing product and vehicle testing Design a testing protocol format to adapt as needed during procurement Content Phases of equipment and vehicle testing for occupational health and safety Planning an effective testing protocol Prototypes and mockups Testing to failure Materials Presentation by design expert, engineering or maintenance Use existing or develop: - Bus cab specification checklist (developed with input from engineer, maintenance, bus operators) - Checklists for specific equipment - Evaluation forms 15