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HomeMy WebLinkAbout4B - Alcohol Policy STAFF AGENDA REPORT DATE: 4B Assistant City Manager Blair Tremere Approval of Policy and Program on Alcohol and Controlled Substances August 20, 1996 AGENDA ITEM: PREPARED BY: SUBJECT: INTRODUCTION: Municipalities are required by the federal government to adopt and implement a policy and program for drug and alcohol testing for all employees who operate commercial motor vehicles for the municipality. Staff has worked with attorneys at the Popham, Haik firm to develop the proposed policy which is responsive to the federal mandate and to administrative needs and resources of the City. A copy of the proposed policy and an Executive Summary of the policy and testing program are attached. DISCUSSION: Development of the proposed policy has been a painstaking process. The fundamental guideline has been to formulate a policy that addresses the complex requirements of the federal regulations to ensure compliance by the City, while creating a program that can be understood and implemented by City supervisors and the employees who are commercial vehicle operators. We aimed for simplicity, economy, and thoroughness. As we worked with the attorneys earlier this year, we learned that certain state requirements (which had been incorporated in the initial drafts) were eliminated by legislation this past March. We thus revised the draft to reflect only the federal requirements. The initial draft was also reviewed by all department heads and supervisors, and subsequent drafts have been reviewed with the supervisors of the affected employees. We held an information session with the employees who could be in a position of operating commercial vehicles and we considered their questions and suggestions in preparing the final draft. A copy of the policy and the executive summary was sent to the AFSCME business agent with whom we have had I:\COUNCIL '-AGNRPTS\903964B.OOC 16200 Eagle Creek Ave. S.E., Prior Lake, Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 AN EQUAL OPPORTUNITY EMPLOYER CITY OF PRIOR LAKE EXECUTIVE SUMl\1ARY OF POLICY ON ALCOHOL AND CONTROLLED SUBSTANCES FOR COMMERCIAL DRIVERS Whv is the City Testinl! for Alcohol and Drol!s? Simply put. it's the law. Regulations issued by the Department of Transportation. Federal Highway Administr:1tion took effect on J anu:11'Y I. 1996. These regulations require employers to implement a complex program of drug and alcohol testing for all employees who operate commercial motor vehicles on behalf of the City. Who Is Affected bv the Policv? The federal regulations require the City to conduct drug and alcohol testing of all employees who operate a commercial motor vehicle in the performance of their job duties. The term "commercial motor vehicle" includes vehicles that hold over fifteen passengers (including the driver), have a gross vehicle weight rating of 26,00 1 or more pounds. have a gross combination weight rating of 26,00 1 or more pounds (inclusive of a towed unit with a gross vehicle weight rating of more than 10.000 pounds), or trnnSport ~dous materials. All employees who drive commercial motor vehicles for the City are affected The City will inform you if you fit into this category. When Are Backg:round Checks Reouired? The federal rules require the City to conduct background checks of applicants for jobs that involve driving a commercial motor vehicle. Before hiring an applicant. the City must obtain the applicant's drug and alcohol testing records within the preceding two ye:lrS from the applicant's previous employers. Background checks are not required for existing City employees. What Conduct is Prohibited? The feder:l1 regulations and the City's Policy on Alcohol and Controlled Substances for Commercial Drivers prohibit ceruin conduct regarding the use of alcohol and controlled substances. These restrictions are based on common sense. The City has an obligation to maintain a safe and healthful environment for its employees and the public. Some of these restrictions are noted below: . Alcohol Concentration: No Driver may report for duty or remain on duty requiring the perfonnance of safety-sensitive functions while having an alcohol concentration of 0.04 or greater. . On-Duty Use of Alcohol: No Driver may use alcohol while perfonning safety-sensitive functions. . Pre-Dutv Use of Alcohol: No Driver may perfonn safety-sensitive functions within four (4) hours after using alcohol. . Alcohol Use Fonowin~ an Accident: No Driver required to take a post-accident alcohol test may use alcohol for eight (8) hours following the accident. or until the Driver undergoes a post-accident alcohol test. whichever occurs first. . Refusal to Submit to a Reouired Alcohol or Controlled Substances Test: No Driver may refuse to submit to a post-accident, random, reasonable suspicion. or follow-up alcohol or controlled substances test. In the event an applicant or Driver refuses to submit to required alcohol or controlled substances testing, no test will be conducted. Refusal by a Driver to submit to drug or alcohol testing will be considered a positive test result. will cause disqualification from perfonning safety-sensitive functions, and may appe:1I' on the Driver's perm;ment record Drivers who refuse to submit to testing will be subject to discipline up to arid including immediate termination. If an applicant refuses to submit to pre-employment controlled subst:Ulces testing, any conditional offer of employment will be withdrawn. For purposes of this section, a Driver refuses to submit to an alcohol or controlled subst:l11ces test when the Driver: C 1996 Popham Haile Schoobrich & K.wIman. Ud. FOR.'! :0 (page 1 of 3) 953/181015856/6196 ',1. (1) fails to provide adequate breath for alcohol testing without a valid medic:1l explanation after he or she has received notice of the requirement for breath testing, (2) fails to provide adequate urine for controlled substances testing without a genuine inability to provide a specimen (as determined by a medical ev:1luation), after he or she has received notice of the requirement for urine testing, or (3) engages in conduct that clearly obstructs the testing process. Refusal by a Driver to complete and sign the alcohol testing fonn, to provide a breath or saliva sample, to provide an adequate amount of breath, or otherwise coopemte in a way that prevents the completion of the testing process constitutes a refusal to test. . Controlled Substances Use: No Driver may report for duty or remain on duty requiring the performance of safety-sensitive functions when the Driver uses any controlled substances, except when the use is pursuant to the instructions of a licensed medic:1l practitioner who has advised the Driver that the substance does not adversely affect the Driver's ability to safely operate a commercial motor vehicle. Drivers must inform the City in writing of any therapeutic drug use immediately after receiving any such advice. . Controlled Substances Testin!!: No Driver may report for duty, remain on-duty or perform a safety-sensitive function if the Driver tests positive for controlled substances. What TVDes of Testin!! Will Occur? The federal rules require the City to conduct four types of mandatory drug and alcohol testing of its Drivers. . Pre-Employment Testin1!. Prior to the first time a Driver operates a commerci:1l motor vehicle, the Driver must successfully pass a controlled substances test. Pre-employment testing for alcohol use is not required. . Post-Accident Testin2. As soon as is practicable following an accident involving a commercial motor vehicle, employees who were perfonning safety-sensitive functions with respect to the vehicle must be tested for alcohol and controlled substances. . Random Testin2. The federal rules require testing for alcohol and controlled substances on a random selection basis. The City is required to test twenty-five percent (25%) of its commercial Drivers for alcohol and fifty percent (50%) of its Drivers for controlled substances each year. . Reasonable Suspicion Testin2. When there is reasonable suspicion to believe that a Driver has violated the prohibitions of the federal rules or is under the influence of alcohol or controlled substances, the employee must undergo re:1Sonable suspicion testing. What Are the Conseouences for Drivers? If a Driver tests positive for controlled substances or alcohol, the City must remove the Driver from safety-sensitive functions involving the opemtion of a commercial motor vehicle and provide the Driver with a list of available alcohol and chemic:1l dependency resources. Drivers who violate the City's policy or test positive for drugs or alcohol are subject to discipline up to and including immediate tennination of employment. If the City chooses to reinstate such a Driver, he or she must first be evaluated by a licensed or certified Substance Abuse Profession:1l. Before a Driver returns to safety-sensitive functions, the Driver must pass a return-to-duty test. Finally, the Driver must undergo "follow-up" testing for a period of up to five years, including at le:1St six tests in the first twelve months following the Driver's return to duty. Where Can Drivers Obtain More Information? 'This Executive Summary is only a brief description of the new feder:1l regulations and the City's Policy on Alcohol and Controlled Substances for Commerci:1l Drivers. Each Driver is expected to become familiar with the Policy, which provides det1iled information C 1996 Popham Haik ScllDobricll & IC.1ufm:u1. tJd. FOR.\l %0 (P:lIC 2 01 3) 9S3/18101585616196 concerning the City's policies and procedures with respect to drug and alcohol testing issues. If you have additional questions, you should consult your immediate supervisor or the Human Resources Department. I have received and read this Executive Summary. Date T11l1e CI a.m. 0 p.m. Employee's Signature Supervisor's Signature Employee's Name (print) Supervisor's Name (print) C 1996 Popham H.aik SchDobricb & ICaufDWI. 1Jd. I'OL\I %0 (pale 3 of 3) 9S3/181015856J6I96 This Policy has been drafted to comply with the drug and alcohol testing regulations adopted by the United States Department of Transportation, Federal Highway Administration, 49 C.F.R. ~ 382 (Controlled Substances and Alcohol Use and Testing) and 49 C.F.R. I 40 (procedures for Transportation Workplace Drug Testing Programs). This Policy does not confonn to other federal laws or any applicable state law requirements. If the City employs drivers in states that regulate drug and alcohol testing, the City should ensure compliance with all applicable state laws. Under Minnesota law, employers governed by the Federal Highway Administration drug and alcohol testing . . regulations are exempt from the Minnesota Drug and Alcohol Testing in the VI orkplace Act with respect to the testing of commercial drivers. 953/181016116/6196 C 1996 Popham Bait ScbDobricb & ICaufmaa. Lad. CITY OF PRIOR LAKE POUCY ON ALCOHOL AND CONTROLLED SUBSTANCES FOR COMMERCIAL DRIVERS Effective January 1996 Amended June 1996 (This policy supersedes all previous policies) Many of the terms used throughout this Policy are defmed in Part xn (Defmitions). Where used, these terms are highlighted in italics. Please familiarize yourself with these defmitions and consult Part XI when you have questions about the meaning of specific terms used throughout the Policy. 953/18101611 6f6t4J6 C 1996 Popham Haik Sdmobrich ct IC.aufmu. lJd. TABLE OF CONTENTS L INTRODUcnON AND POLICY ST A TEMENT ....................... 1 n. CONDUCT PROHIBITED BY FEDERAL LAW ....................... 2 m. CONDUCT PROHIBITED BY TIIE CITY . . . . . . . . . . . . . . . . . . · . . · . . . . . . 3 IV. REOUIRED BACKGROUND CHECKS AND VERIFICATIONS. . . . . . . . .. .. '3 v. CONTROLLED SUBSTANCES AND ALCOHOL TESTING. . . . . . . . . . . . . .. 4 VI. COLLECTION AND TESTING PROCEDURES . . . . . . . . . . . . . . . . . . . . . . .. 8 VTI. REVIEW AND NOTIFICATION OF TEST RESULTS ................... 9 VITI. CONSE~UENCES FOR DRIVERS ENGAGING IN PROHIBITED CONOver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 IX. MAINTENANCE AND DISCLOSURE OF RECORDS .................. 11 x. POLICY CONTACT FOR ADDmONAL INFORMATION. . . . . . . . . . . · . . . 12 XI. DEFINITIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · · · . . · 13 CERTIFlCA TE OF RECEIPT . . . . . . . . . . . . . . . . . . . . . . . . . . . . · . · · . · . · 18 953/18101611 6/6196 i C 1996 Popham Haik SchDobrich & Kaufmaa. tJd. I. INTRODUCTION AND POLICY STATEMENT In response to regulations issued by the Federal Highway Administration (" FHWA") of the United States Department of Transportation (It DOT'), the City has adopted this Policy on Alcohol and Controlled Substances for Commercial Drivers. Separate policies regarding alcohol and controlled substances may apply to non-driver employees. It is the policy of the City to maintain for all its operators of conunercial motor vehicles, whether employees, independent contractors or lessors, a work environment conducive to maximum safety and optimum work standards. The use, possession, manufacture, sale, transportation, or other distribution of controlled substances or drug paraphernalia and the unauthorized use, possession, transportation, sale, or other distribution of alcohol is contrary to this policy and jeopardizes Driver safety. The abuse of alcohol and use of controlled substances may adversely affect an individual's health, work. and personal life. Using alcohol or controlled substances can lead to a variety of physical problems, including cancer and damage to vital organs, depression and other psychological problems, social problems, and isolation from family and friends. Moreover. the use of alcohol and controlled substances can impair essential safety skills on the job, such as vision, judgment. and coordination, and lead to increased absences, frequent accidents. decline in quantity and quality of work, lack of cooperation. poor concentration and judgmen~ and lack of motivation. When a substance abuse problem arises, methods of intervening include confrontation, referral to an employee assistance program, and referral to management. Given the significant dangers of alcohol and controlled substances use, each applicant and Driver must abide by this policy as a tenn and condition of hiring and continued employment. Although we would prefer not to intrude into the private lives of our Drivers, the effect of alcohol and controlled substances abuse on safety, work quality, production, and productivity make this policy necessary. Moreover. federal law requires the City to implement such a policy. To ensure that the policy is clearly communicated to all Drivers and applicants to whom offers of employment, contracts, or lease commiunents have been made, and in order to comply with applicable federal law, Drivers and applicants are required to review this policy and execute the "Certificate of Receipt" portion. Because changes in applicable law and the City's practices and procedures may occur from time to time, terms of this policy may change in the future, and nothing in this policy is intended to be a contract, promise, or representation of any specific "term or condition of employment except to the extent required by law. In the event that applicable DOT or FHW A regulations governing alcohol and controlled substances use and testing are supplemented or amended, this policy shall be deemed to have been amended to conform to t~e applicable regulations. 953/18101611616196 1 C 1996 Popiwn Haik SchDobrich '" Kaufmaa. lJd. n. CONDUCT PROHIBITED BY FEDERAL LAW: The following conduct is explicitly prohibited by applicable DOT regulations adopted by the FHW A and therefore constitutes violation of City policy. . Alcohol Concentration: No Driver may report for duty or remain on duty requiring the performance of safety-sensitive functions while having an alcohol concentration of 0.04 or greater. . On-Duty Use of Alcohol: No Driver may use alcohol while performing safery-s ensitive functions. . Pre--Dutv Use of Alcohol: No Driver may perform safery-sensitive functions within four (4) hours after using alcohol. . Alcohol Use Followin!! an Accident: No Driver required to take a post- accident alcohol test (see Part V.B of this Policy) may use alcohol for eight (8) hours following the accident, or until the Driver undergoes a post-accident alcohol test, whichever occurs first. . Refusal to Submit to a Reouired Alcohol or Controlled Substances Test: No Driver may refuse to submit to a post-accident, random. reasonable suspicion. or follow-up alcohol or controlled substances test. In the event an applicant or Driver refuses to submit to required alcohol or controlled substances testing, no test will be conducted. Refusal by a Driver to submit to drug or alcohol testing will be considered a positive test result, will cause disqualification from performing safety-sensitive functions, and may appear on the Driver"s permanent record. Drivers who refuse to submit to testing will be subject to discipline up to and including immediate termination. If an applicant refuses to submit to pre-employment controlled substances testing, any conditional offer of employment will be withdrawn. For purposes of this section, a Driver refuses to submit to an alcohol or controlled substances test when the Driver: (1) fails to provide adequate breath for alcohol testing without a valid medical explanation after he or she has received notice of the requirement for breath testing; (2) fails to provide adequate urine for controlled substances testing without a genuine inability to provide a specimen (as derennined by a medical evaluation), after he or she has received notice of the requirement for urine testing; or (3) engages in conduct that clearly obstructs the testing process. 953/181016116/6196 2 C 1996 Popham Ha.ik Sc:hDobrich & ~mao. Lad. Refusal by a Driver to complete and sign the alcohol testing fonn, to provide a breath or saliva sample, to provide an adequate amount of breath, or otherwise cooperate in a way that prevents the completion of the testing process constitutes a refusal to test . Controlled Substances Use: No Driver may report for duty or remain on duty requiring the performance of safety-sensitive functions when the Driver uses any controlled substances, except when the use is pursuant to the instructions of a licensed medical practitioner who has advised the Driver that the substance does not adversely affect the Driver's ability to safely operate a comm.ercial motor vehicle. Drivers must inform the City in writing of any therapeutic drug use immediately after receiving any such advice. . Controlled Substances Testin~: No Driver may report for duty, remain on- ' duty or perfonn a safety-sensitive function if the Driver tests positive for controlled substances. ill. CONDUCT PROHIBITED BY THE CITY: In addition to the conduct prohibited by applicable DOT and FHWA regulations. the City has adopted the following prohibitions and policies based on its independent authority. . Manufacture. Traffickin~. and Sale: No Driver may engage in the manufacture. sale, purchase, solicitation to sell or purchase, transportation, distribution. or dispensing of alcohol or controlled substances or drug paraphernalia while on duty. performing safety-sensitive functions. on City or customer premises, or in any City vehicle. . Criminal Dru!! or Alcohol Convictions: Any Driver convicted under any federal, state, or local criminal drug or alcohol statute for a violation occurring in the workplace, on City or customer premises, or in any City vehicle must notify the City in writing of such conviction no later than five (5) days after such conviction. The City, in its sole discretion, shall determine what disciplinary action may be appropriate. IV. REOUIRED BACKGROUND CHECKS AND VERIFICATIONS A. Back!!round Checks of A policants The City will conduct background checks of applicants for employment to drive a commercial1TU)tor vehicle. Applicants must execute a consent form authorizing the City to obtain the required information. The City will obtain (pursuant to the applicant's written consent) information on the applicant's alcohol tests with a concentration result of 0.04 or greater, positive controlled substances test results, and refusals to be tested within the preceding two (2) years which are maintained by the applicant's previous employers. In addition, the City may obtain all information concerning the applicant which is 9S3/18101611616196 3 C 1996 Popham Haik SchDobrich cl Kaufman. lJd. maintained by the applicant's previous employers within the preceding two (2) years pursuant to FHWA drug and alcohol testing regulations. The City will review such records" if feasible" prior to the fU'St time a Driver perfonns safety- sensitive functions, but in any event no later than fourteen (14) calendar days after the first time a Driver perfonns safety-sensitive functions for the City. B. Verification for Non-Emolovee Drivers The City will verify once every six (6) months that each Driver that the City uses, but does not employ, participates in an alcohol and controlled substances program that meets the requirements of Title 49 Code of Federal Regulations, Sections 40 and 382. The Driver's written authorization is necessary for the release of such drug and alcohol testing information. Accordingly, non- employee Drivers must execute a consent form authorizing the City to obtain the required information. If the information is unavailable, the City will perform pre-employment controlled substances testing for such Drivers. v. CONTROLLED SUBSTANCES AND ALCOHOL TESTING The City may test any applicant to whom a conditional offer of employment has been made and may test any Driver for controlled substances and alcohol under any of the following circumstances: A. Pre-Emolovment Testin!! The City will conduct pre-employment controlled substances testing of each applicant for a Driver position after a conditional job offer has been made to the applicant and prior to the first time a Driver performs a safety-sensitive function for the City. A Driver may not perform safety-sensitive functions unless the Driver has received a controlled substances test result from the Medical Review Officer indicating a verified negative test result. As an alternative to pre-employment controlled substances testing, the City may obtain information from the applicant's previous employers certifying compliance with another DOT drug testing program. If requested, each applicant must execute a consent fonn authorizing the disclosure of such information. Pre-employment alcohol testing will not be conducted. 953/18101611 616196 4 C 1996 Popham lWk SchDobrich & K.uafmaa. lJd. B. Post-Accident Testin!! As soon as practicable following an accident involving a commercial motor vehicle operating on a public road in commerce, the City will test for alcohol and controlled substances each surviving Driver: (1) who was performing safery-sensitive functions with respect to the vehicle, if the accident involved the loss of human life; or (2) who receives a citation under State or local law for a moving traffic violation arising from the accident if the accident involved bodily injury to any person who, as a result of the injury, immediately receives medical treatment away from the scene of the accident, or one or more motor vehicles incurring disabling damage as a result of the accident., requiring the motor vehicle to be transponed away from the scene by a tow truck or other motor vehicle. A Driver who is subject to post-accident testing must remain readily available for such testing. Drivers that are not readily available for such testing may be deemed by the City to have refused to submit to testing. Drivers are required to submit to post-accident controlled substances testing as soon as possible within thirty-two (32) hours of the accident. If the Driver is not tested within thirty-two (32) hours after the accident., the City will cease its attempts to test the Driver and prepare and maintain on file a record stating why the test was not promptly administered. Drivers are required to submit to post-accident alcohol testing as soon as possible within two (2) hours, and in any event no more than eight (8) hours, after the accident. After an accident., consuming alcohol is prohibited until the Driver is tested. If the Driver is not tested within eight (8) hours after the accident., the City will cease its attempts to test the Driver and prepare and maintain on file a record stating why the test was not promptly administered. In the event of an accident, it is possible that the Driver will be directed to submit to a breath, blood, or urine test for the use of alcohol or controlled substances administered by a federal, state, or local law enforcement officer. Whenever such a test is conducted by a law enforcement officer, the Driver must contact the City and immediately repon the existence of the tes~ . providing the name., badge number, and telephone number of the law enforcement officer who conducted the test 953/18101611 6/6196 5 C 1996 Popham Haile SchDobrich de. IUufmao. Ltd. c. Random Testin2: Every Driver will be subject to alcohol and controlled substances testing on a random selection basis. Drivers will be selected for testing by use of a scientifically valid method under which each Driver has an equal chance of being selected each time selections are made. These random tests will be conducted throughout the calendar year. Each Driver who is notified of selection for random testing must cease performing safety-sensitive functions (other than driving a commercial motor vehicle) and report to the designated test site immediately. It is mathematically possible that Drivers may be selected for more than one (I) random test per year. At this time, federal law requires the City to test at a rate of at least fIfty percent (50%) of its average number of Drivers for controlled substances each year, and to test at a rate of at least twenty-five percent (25%) of its average number of Drivers for alcohol each year. These minimum testing rates are subject to change by the DOT. D. Reasonable Suspicion Testin!! When the City has reasonable suspicion to believe that the Driver has engaged in conduct prohibited by federal law (See Part II of this Policy), the City must require the Driver to submit to an alcohol or controlled substances test. Alcohol testing will occur while the Driver is performing safety-sensitive functions, just before the Driver is to perform safety-sensitive functions, or just after the Driver has ceased performing such functions. The City's determination that reasonable suspicion exists to require the Driver to undergo an alcohol test will be based on specific contemporaneous, articulable observations concerning the appearance, behavior, speech or body odors of the Driver made during, just preceding, or just after the period of the work day that the Driver is required to be in compliance with this policy. In the case of controlled substances, the observations may include indications of the chronic and withdrawal effects of controlled substances. The required observations for reasonable suspicion testing will be made by a supervisor or other person designated by the City who has received appropriate training in identification of actions, appearance and conduct of a Driver which are indicative of the use of alcohol or controlled substances. The person who makes the determination that reasonable suspicion exists to conduct an alcohol test will not conduct the alcohol test of the Driver, which shall instead" be conducted by another qualfied person. If a reasonable suspicion alcohol test is not administered within two (2) hours following the determination of reasonable suspicion, the City will prepare and maintain on file a record stating the reasons the alcohol test was not promptly administered. If a reasonable suspicion alcohol test is not administered within 9S3/18101611 616196 6 C 1996 Popiwn &ik Scl1Dobric:h & lC.aufman. ~ eight (8) hours following the detennination of reasonable suspicion., the City will prepare and maintain on file a record stating the reasons the alcohol test was not promptly administered., and will cease attempts to conduct the alcohol test. If a reasonable suspicion drug test is not administered within thirty-two (32) hours following the detennination of reasonable suspicion., the City will cease attempts to administer a drug test and will prepare a record stating the reasons for not administering the test Notwithstanding the absence of a reasonable suspicion test. no Driver may report for duty or remain on duty requiring the perfonnance of safery-sensitive functions while the Driver is under the influence of or impaired by alcohol., as shown by the behavioral, speech., and perfonnance indicators of alcohol misuse., nor will the City pennit the Driver to perform or continue to perform safety- sensitive functions until (1) an alcohol test is administered and the Driver tests . negative; or (2) twenty-four (24) hours have elapsed following the determination of reasonable suspicion. E. Retum-to-Dutv Testin2: The City reserves the right to impose discipline in its sole discretion against Drivers who violate applicable FHWA rules or this policy, subject to applicale personnel policy and collective bargaining agreements. Except as otherwise required by law, the City is not obligated to reinstate or requalify such Drivers. Should the City consider reinstatement of such a Driver, the Driver must undergo a return-to-duty alcohol test with a result indicating an alcohol concentration of less than 0.02 if the conduct involved alcohol, or a controlled substances test with a verified negative result if the conduct involved a controlled substance, before the Driver returns to duty requiring the performance of a safery-sensitive function. F. Follow-Un Testint! The City reserves the right to impose discipline in its sole discretion against Drivers who violate applicable FHW A rules or this policy, subject to applicable personnel policies and collective bargaining agreements. Except as otherwise required by law., the City is not obligated to reinstate or requalify such Drivers. Should the City reinstate a Driver following a determination by a Substance Abuse Professional that the Driver is in need of assistance in resolving problems associated with alcohol misuse and/or use of controlled substances, the City will ensure that the Driver is subject to unannounced follow-up alcohol and/or controlled substances testing. The number and frequency of such follow-up testing will be directed by the Substance Abuse Professional and consist of at least six (6) tests in the first twelve (12) months following the 9S3/181016116l6l96 7 C 1996 Popham Haile SchDobrich &:. lUufman. tJd. Driver's return to duty. Follow-up testing will not exceed sixty (60) months from the date of the Driver's return to duty. Follow-up alcohol testing will be conducted only when the Driver is performing safety-sensitive functions, just before the Driver is to perform safety-sensitive functions, or just after the Driver has ceased performing safety- sensitive functions. . G. Cost of Reauired Testin1! The City will pay for the cost of pre-employment, post-accident, random, and reasonable suspicion drug and alcohol testing requested or required of all job applicants and employees. Based on the City's independent authority, the Driver must pay for the cost of all requested confmnatory re-tests, retum-to- duty, and follow-up testing. VI. COLLECTION AND TESTING PROCEDURES A. Alcohol Testin!! Employees will be tested for alcohol just before, during, or immediately following performance of a safety-sensitive function. Screening tests for alcohol concentration will be performed utilizing a non-evidential screening device included by the National Highway Traffic Safety Administration on its conforming products list (e.g. a saliva screening device) or an evidential breath testing device (ttEBT') operated by a trained breath alcohol technician ("BAT') at a collection site. All confirmation tests will be performed utilizing an EBT operated by a BA T. Each test will be conducted in a location that affords privacy to the Driver being tested, unless unusual circumstances (e.g.. when it is essential to conduct a test outdoors at the scene of an accident) make it impracticable to provide such privacy. B. Controlled Substances Testin~ The City will use a It split urine specimen It collection procedure for controlled substances testing. Collection of urine specimens for controlled substances testing will be conducted by an approved laboratory, clinic or medical facility and will be conducted in a setting and manner calculated to ensure the Driver's privacy. The collection facility will be responsible for maintaining a proper chain of custody for delivery of the sample to a DHHS-certified labo~~ory for analysis. The laboratory will retain a sufficient portion of any positive sample for testing and store that portion in a scientifically-acceptable manner for a minimum of twelve (12) months. 953/18101611 61~6 8 C 1996 Popham }Wk SchDobrich & K.wfmu. 1Jd. C. Chain of Custody and Confidentiality of Test Results All controlled substances and alcohol testing will be performed in compliance with applicable law, including use of an appropriately-licensed urine testing laboratory which observes applicable chain-of-custody procedures. The City will .use procedures to test for the presence of alcohol and controlled substances in order to protect the Driver and the integrity of the testing process, safeguard the validity of the test results, and ensure that test results are attributed to the correct Driver. All reports of tests will be kept in the strictest confidence by the laboratory and provided only to the City's Medical Review Officer ("MROtt), unless the Driver provides written consent or disclosure is otherwise permitted or required by law. vn. REVIEW AND NOTIFICA nON OF TEST RESULTS A. Review bv Medical Review Officer ("MRO") Results of controlled substances tests will be sent by the testing laboratory to an independent j\1edical Review Officer selected by the City. The MRO is responsible for performing many functions, including reviewing and interpreting test results, reviewing the Driver"s medical history to explain a positive test result, and notifying Drivers of confirmed positive test results. Drivers who have been tested for controlled substances must remain available following the test to be contacted by the MRO. If the MRO determines that there is a legitimate medical explanation for a confirmed positive test result, the MRO will report the test result to the City as negative. If the MRO determines that there is no legitimate medical explanation for a confirmed positive test result, the MRO will report the positive test result to the City in accordance with DOT regulations. Based on a review of laboratory reports, quality assurance and quality control da~ and other drug test results, the MRO may conclude that a particular confirmed positive drug test result is scientifically insufficient for further action. Under these circumstances, the MRO will conclude that the test is negative for the presence of drugs or drug metabolites in a Driver's system. B. Notification of Test Results The City will notify an applicant of the results of a pre-employment controlled substances test if the applicant requests such results within sixty (60) .calendar days of being notified of the disposition of the applicant's employment application. The City will notify a Driver of the results of random, reasonable suspicion, and post-accident tests for controlled substances if the test results are verified positive, and will inform the Driver which controlled substance or substances were verified as positive. Results of alcohol tests will be immediately available from the collection agent. 9S3/181016116/6196 9 C 1996 Popham Haik Scl1Dobrich ~ IUufmaa. LId. c. Ri2ht to Confirmatory Retest Within seventy-two (72) hours after receiving notice of a positive controlled substances test resul~ an applicant or Driver may request through the MRO a reanalysis (confrrmatory retest) of the Driver's split specimen. Action required by federal regulation as a result of a positive drug test (e.g., removal from safery-sensitive functions) will not be stayed during retesting of the split specimen. If the result of the conf11l11atory retest fails to reconfmn the presence of the drug(s) or drug metabolite(s) found in the primary specimen.. or if the split specimen is unavailable.. inadequate for testing or untestable, the MRO will cancel the test. Drivers will be reimbursed for any pay lost if taken out of service based upon a positive test result which is later negated by a confirmatory retest, and no adverse personnel action will be taken against the Driver or job applicant based on the original test. VllI. CONSE~UENCES FOR DRIVERS ENGAGING IN PROHIBITED CONDUCT A. Removal From Safetv-Sensitive Functions No Driver may perform safety-sensitive functions, including driving a commercial motor vehicle, if the Driver has engaged in conduct prohibited by federal law (See Part II of this Policy). No Driver who is found to have an alcohol concentration of 0.02 or greater but less than 0.04 may perform or continue to perfonn safety-sensitive functions for the City, including driving a comntercial motor vehicle, until the start of the Driver's next regularly scheduled duty, but not less than twenty-four (24) hours following administration of the test. B. Notification of Resources Available The City will advise each Driver who has engaged in conduct prohibited by federal law (See Part II of this Policy) or who has a positive alcohol or controlled substances test of the resources available to the Driver in evaluating and resolving problems associated with the misuse of alcohol and use of controlled substances, including the names, addresses, and telephone numbers of Substance Abuse Professionals and counseling and treatment programs. c. Evaluation and Follow-Uo Testine: The City reserves the right to impose discipline sanctions in its sole dis"cretion against Drivers who violate applicable FHWA rules or this policy, subject to applicable personnel policies and collective bargaining agreements. Except as otherwise required by law, the City is not obligated to reinstate or requalify such Drivers. 953/18101611616196 10 C 1996 Poptwn Haik SchDObrich & K.auf'maa. Lrd. Should the City reinstate a Driver who engages in conduct prohibited by federal law or who has a positive alcohol or controlled substances test. the Driver will be evaluated by a Substance Abuse Professional. The SAP will determine what assistance, if any, the Driver needs in resolving problems associated with alcohol misuse and controlled substances use and will ensure that the Driver properly follows any rehabilitation program and submits to unannounced follow-up alcohol and controlled substances testing. D. Resnonsibilitv for Cost of Evaluation and Rehabilitation Based on the City's independent authority, Drivers will be responsible for paying the cost of evaluation and rehabilitation (including services provided by a Substance Abuse Professional) recommended or required by the City or FHW A rules, except to the extent that such expense is covered by an applicable employee benefit plan or imposed on the City pursuant to a collective bargaining agreement E. Inaoolicabilitv to Pre-Emolovment Testin1! The requirements of this policy with respect to referral, evaluation and rehabilitation do not apply to applicants who refuse to submit to a pre- employment controlled substances test or to applicants whose pre-employment controlled substances test is verified positive. F. Potential Disciolinarv Action: Any applicant or Driver who violates any aspect of this policy or tests positive for alcohol or controlled substances may be subject to disciplinary action up to and including immediate termination based on the City's independent authority, subject to applicable personnel policies and collective bargaining agreements. Such a Driver may, at the City's sole discretion, be offered the opportUnity to submit to evaluation, counseling or rehabilitation, at the Driver's expense, as an alternative to discharge. Nothing in this policy shall limit or restrict the right of the City to discipline or discharge a Driver for conduct which violates any other City rules, regulations, policies, practices, or procedures. Nothing in this policy limits or restricts the right of the City to establish, or negotiate where required, other provisions which are in compliance with State and Federal statutes or regulations. G. Revocation of Lease A{!reement Any agreement between the City and an independent contractor, owner-operator or owner-lessor driving for the City may be immediately revoked by the City based on the City's independent authority upon a Driver's violation of this policy or upon a Driver's positive alcohol or controlled substances test. 953/181016116/6196 11 C 1996 Popham !Wk Sclu10brich ok K.wfDWl. Ud. IX. MAINTENANCE AND DISCLOSURE OF RECORDS Except as required or authorized by law, the City will not release Driver information that is contained in records required to be maintained by this policy or the FHW A regulations. In addition, a Driver is entitled, upon written request, to obtain copies of any records pertaining to the Driver. s use of alcohol or controlled substances, including any records pertaining to his or her alcohol or controUed substances tests. The Driver is responsible for making payment to the City for all records specifically requested by the Driver. X. POLICY CONTACT FOR ADDITIONAL INFORMATION If you have questions about this policy or the City's drug and alcohol testing procedures, you may contact your immediate supervisor or the Assistant City Manager to obtain additional information. ........... 953/18101611616196 12 C 1996 Popham Haik Scbaobricb ck ICauimaa. LuL XI. DEFINITIONS . "Accident" means an occurrence involving a commercial motor vehicle operating on a public road which results in a fatality; bodily injury to any person who, as a result of the injury, immediately receives medical treatment away from the scene of the accident; or one or more motor vehicles incurring disabling damage as a result of the accident, requiring the vehicle to be transported away from the scene by a tow truck or other vehicle. The term "accident" does not include an occurrence involving only boarding and alighting from a stationary motor vehicle; an occurrence involving only the loading or unloading of cargo; or an occurrence in the course of the operation of a passenger car or a multipurpose passenger vehicle unless the vehicle is transporting passengers for hire or hazardous materials of a type and quantity , that require the motor vehicle to be marked or placarded in accordance with 49 C.F.R. ~ 177.823. 49 C.F.R. ~ 382.303(a); 49 C.F.R. ~ 382.303(0. . "Alcohol" means the intoxicating agent in beverage alcohol. ethyl alcohol, or other low molecular weight alcohol including methyl and isopropyl alcohol. 49 C.F.R. ~ 382.107. . "Alcohol Concentration (or Content)" means the alcohol on a volume of breath expressed in terms of grams of alcohol per 210 liters of breath as indicated by an evidential breath test. 49 C.F.R. ~ 382.107. . "Alcohol Use" means the consumption of any beverage, mixture, or preparation. including any medication, containing alcohol. 49 C.F.R. ~ 382.107. . "Beer" means beer, ale, porter, stout, and other similar fermented beverages (including sake or similar products) of any name or description containing one- half of one percent or more of alcohol by volume, brewed or produced from malt, wholly or in part, or from any substitute therefor. 26 V.S.C. ~ 5052(a). . "Breath Alcohol Technician" or "BAT' means an individual who instructs and assists individuals in the alcohol testing process and operates and evidential breath testing device (EBD. 49 C.F.R. ~ 40.3. . "Collection Site" means a place designated by an employer where drivers present themselves for the purpose of providing a specimen of their urine to be analyzed for the presence of drugs. 49 C.F.R. ~ 40.3. . "Commercial Motor Vehicle" means a motor vehicle or combination of motor vehicles used in commerce to transport passengers or property if the motor vehicle (1) has a gross combination weight rating of 26,001 or more pounds inclusive of a towed unit with a gross vehicle weight rating of more than 10,000 pounds; or (2) has a gross vehicle weight rating of 26,001 or more 953/181016116/6196 13 C 1996 Popham Raik SchDobric:b &: lCAufmaD. tJ.cL pounds; or (3) is designed to transport sixteen (16) or more passengers, including the Driver; or (4) is of any size and is used in the transportation of materials found to be hazardous for the purposes of the Hazardous Materials Transportation Act and which require the motor vehicle to be placarded under the Hazardous Materials Regulations. 49 C.F.R. ~ 382.107. . "City" means City of Prior Lake . "City Premises" means all property, facilities, land, offices, living quarters, buildings, structures, equipmen~ vehicles and parking areas, whether owned, leased, used or under the control of the company. The term should be interpreted in its broadest sense and may include other work locations, such as the job site of a customer or delivery destination. . "Confirmation (or COllfirmatory) Test" for alcohol testing means a second test, following a positive non-evidential (e.g. saliva) screening test or a breath alcohol screening test with the result of 0.02 or greater, that provides quantitative data of alcohol concentration. For controlled substances testing, "Confirmation (or Confirmatory) Test" means a second analytical procedure to identify the presence of a specific drug or metabolite which is independent of the screen test and which uses a different technique and chemical principal from that of the screen test in order to ensure reliability and accuracy. 49 C.F.R. ~ 382.107. . "Consortium" means an entity, including a group or association of employers or contractors, that provides alcohol or controlled substances testing as required by the FHW A regulations or other DOT alcohol or controlled substances testing rules, and that acts on behalf of employers. 49 C.F .R. ~ 382.107. . "Colltrolled Substances" means those substances identified in 49 C.F.R. ~ 40.21 (a). Marijuana, amphetamines, opiates (including heroin), phencyclidine (PCP), cocaine, and any of their metabolites are included within this definition. 49 C.F.R. ~ 382.107; 49 C.F.R. ~ 40.21(a). . "Distilled Spirits" means the substance known as ethyl alcohol, ethanol, or spirits of wine in any form (including all dilutions and mixtures thereof from whatever source or by whatever process produced). 26 U.S.C. ~ SOO2(a)(8). . "Department of Transportation" or "DOT' means the United States Department of Transportation. . "Disabling Damage" means damage which precludes departure of a motor vehicle from the scene of the accident in its usual manner in daylight after simple repairs, including damage to motor vehicles that could have been driven, but would have been further damaged if so driven. Disabling damage does not include damage which can be remedied temporarily at the scene of the 9S3/18101611616196 14 C 1996 Popham Haik Schaobrich ~ IC.wfmu. LId. accident without special tools or parts, tire disablement without other damage even if no spare tire is available, headlight or taillight damage or damage to turn signals, horn, or windshield wipers which make them inoperative. 49 C.F.R. ~ 382.107. . "DHHS" means the Department of Health & Human Services or any designee of the Secretary, Department of Health & Human Services. 49 C.F.R. ~ 40.3. . "Driver" means any person who operates a commercial motor vehicle. This includes, but is not limited to, full-time, regularly employed drivers; casual, intermittent or occasional drivers; leased drivers and independent owner- operator contractors who are either directly employed by or under lease to the company or who operate a commercial motor vehicle at the direction of or with the consent of the company. 49 C.F.R. ~ 382.107. . "Drugs" has the same meaning as "controlled substances." . "Employer" means any person, including the United States, a State, District of Columbia, or a political subdivision of a State, who owns or leases a commercial motor vehicle or assigns persons to operate such a vehicle. The term also includes an employer's agents, officers, and representatives. 49 C.F.R. ~ 382.107. . "Evidential Breath Testing Device" or "EBT' means a device approved by the National Highway Traffic Safety Administration ("NHTSA It) for the evidential testing of breath and placed on NHTSA's "Conforming Products List of Evidential Breath Measurement Devices." 49 C.F.R. ~ 40.3. . "Federal Highway Administration" or "FHWA" means the Federal Highway Administration of the United States Department of Transportation. . "Gross Combillatioll Weight Rating" means the value specified by the manufacturer as the loaded weight of a combination (articulated) vehicle. In the absence of a value specified by the manufacturer, the rating is determined by adding the gross combination weight rating of the power unit and the total weight of the towed unit and any load thereon. 49 C.F.R. ~ 390.5. . "Gross Vehicle Weight Ratilzg" means the value specified by the manufacturer as the loaded weight of a single vehicle. 49 C.F.R. ~ 390.5. . "Intermittent, Casual, or Occasional Driver" means a driver who in ariy period of seven (7) consecutive days is employed or used as a driver by more than a single motor carrier. 49 C.F.R. ~ 390.5. . "Ii.censed Medical Practitioner" means a person who is licensed, certified, and/or registered, in accordance with applicable Federal, State, local, or foreign 953/18101611616196 15 C 1996 Popham &Uk ScbDobrich & KmfIlWl. l.J.d. laws or regulations, to prescribe controlled substances and other drugs. 49 C.F.R. ~ 382.107. · "Medical Review Officer" or "MRO" means a licensed physician (medical doctor or doctor of osteopathy) responsible for receiving laboratory results generated by a drug testing program who has knowledge of substance abuse disorders and has appropriate medical training to interpret and evaluate an individuars confinned positive test result together with his or her medical history and any other relevant biomedical information. 49 C.F.R. ~ 40.3. · "Performing (a Safety-Sensitive Function)" means any period in which a driver is actually performing, ready to perform, or immediately available to perform any safety-sensitive functions. 49 C.F.R. ~ 382.107. . "Positive Test Result" means a finding of the presence of alcohol or controlled substances, or their metabolites, in the sample tested in levels at or above the threshold detection levels established by applicable law. . "Reasollable Suspicion" means a belief that a Driver has engaged in conduct prohibited by the FHW A drug and alcohol testing regulations, except when related solely to the possession of alcohol, based on specific contemporaneous, articulable observations made by a supervisor or company official who has received appropriate training concerning the appearance, behavior, speech or body odors of the Driver. The determination of reasonable suspicion for alcohol testing will be made during, just preceding, or just after the period of the work day that the Driver is required to be in compliance with this policy. In the case of controlled substances, the observations may include indications of the chronic and withdrawal effects of controlled substances. . "Refusal to Submit" means a Driver (1) fails to provide adequate breath for alcohol testing without a valid medical explanation after he or she has received notice of the requirement for breath testing, (2) fails to provide adequate urine for controlled substances testing without a genuine inability to provide a specimen (as determined by a medical evaluation), after he or she has received notice of the requirement for urine testing, or (3) engages in conduct that clearly obstructs the testing process. Refusal by a Driver to complete and sign the alcohol testing form, to provide a breath or saliva sample, to provide an adequate amount of breath, or otherwise cooperate in a way that prevents the completion of the testing process constitutes a refusal to test. 49 C.F.R. f 382.107. . "Regularly Employed Driver" means a driver who in any period of seven (7) consecutive days is employed or used as a driver by a single motor carrier. 49 C.F.R. ~ 390.5. ,.--" 9S3/181016116/6196 16 C 1996 Popham lWk SchDobrich & IUuima.o. Ltd. . "Safety-Sensitive Function" means all time from the time a driver begins to work or is required to be in readiness to work until the time he/she is relieved from work and all responsibility for performing work. Safety-sensitive functions include: (1) All time at an employer or shipper plant, terminal, facility, or other property, or on any public property, waiting to be dispatched, unless the driver has been relieved from duty by the employer; (2) All time inspecting equipment as required by 49 C.F.R. ~~ 392.7 and 392.8 or otherwise inspecting, servicing, or conditioning any commercial motor vehicle at any time; (3) All time spent at the driving controls of a commercial motor vehicle in operation; (4) All time, other than driving time, in or upon any commercial motor vehicle except time spent resting in a sleeper berth (a berth conforming to the requirements of 49 C.F.R. ~ 393.76); (5) All time loading or unloading a vehicle, supervising, or assisting in the loading or unloading, attending a vehicle being loaded or unloaded, remaining in readiness to operate the vehicle, or in giving or receiving receipts for shipments loaded or unloaded; and (6) All time repairing, obtaining assistance, or remaining in attendance upon a disabled vehicle. 49 C.F.R. ~ 382.107. . "Screening Test (also klJOWII as Initial Test)" in alcohol testing, means an analytical procedure to determine whether a driver may have a prohibited concentration of alcohol in his or her system. Screening tests may be conducted by utilizing a non-evidential screening device included by the National Highway Traffic Administration on its conforming products list (e.g. a saliva screening device) or an evidential breath testing device (" EBT') operated by a trained breath alcohol technician ("BAT'). In controlled substance testing, "Screening Test" means an immunoassay screen to eliminate "negative" urine specimens from further consideration. 49 C.F.R. ~ 382.107. . .. Substance Abuse Professional" or "SAP" means a licensed physician (medical doctor or doctor of osteopathy), licensed or certified psychologist, licensed or certified social worker, licensed or certified employee assistance professional, or licensed or certified addiction counselor (certified by the National Association of Alcoholism and Drug Abuse Counselors Certification Commission) with knowledge of and clinical experience in the diagnosis and treatment of alcohol and controlled substances-related disorders. 49 C.F.R. I 382.107. . "Wine" means wine of not less than one-half of one percent of alcohol by volume. 49 C.F.R. ~ 392.5(a)(3). 9S3/18101611616196 17 C 1996 Popham Haik Sc:hDobric:h & Kmfma.ll. Ud. CERTIFICA TE OF RECEIPT 'Ibis policy. as disuibuted to Drivers. contains two copies of this page. Every Driver should keep the fU'St pase intact for his or her records. In addition. every Driver should sign and complete the second page for the City's records. I certify that I have received the City Policy on Alcohol and Controlled Substances for Drivers in accordance with 49 C.F.R. ~ 382.601, which requires the City to provide educational materials that explain the requirements of Federal law and the City's policies and procedures with respect to meeting these requirements. I acknowledge that I am responsible for reading, understanding, and complying with all Department of Transportation ("DOT") regulations and City policies regarding alcohol and controlled substances use and testing, and that I must abide by these regulations and policies as a condition of my employment. I understand that, because changes in applicable law and the City's practices and procedures may occur from time to time, tenns of the City's policy may change without prior notice, and that nothing in this policy is intended. to be a contract, promise, or representation of any specific term or condition of employment except to the extent required by law. I further understand that the City and its agents may: . administer to me an examination which may include tests for alcohol and controlled substances, including non-evidential alcohol screening (e.g. saliva screening), breath alcohol testing, and urine controlled substances testing, . disclose results of alcohol or controlled substances testing and related information to a testing laborator)', the City's Medical Review Officer, a Substance Abuse Professional, and the DOT, . use the results of alcohol and controlled substances testing, as well as other relevant evidence, in determining whether to hire me as a Driver, discipline or discharge me, or retain me as a Driver of the City, and . discipline me up to and including immediate tennination if at any time I report for duty or perform safety-sensitive functions while under the influence of alcohol or controlled substances, refuse to submit to a required alcohol or controlled substances test, test positive for alcoltol or controlled substances, or otherwise violate DOT regulations, this policy, or other policies regarding the use of alcohol or controlled substances adopted by the City. 1 have read this certification carefully and have been given an opportunity to ask questions about it before providing my signature below. Driver's Signature Supervisor's Signature Driver's Name (print) Supervisor's Name (print) Social Security Number Date (month/daylyear) RETAIN THIS COpy FOR YOUR RECORDS 953/18101611616196 18 C 1996 Popham fWk SchDobrich 4l K.aufap,a. lJd.. CERTIFICA TE OF RECEIPT 1bis policy, as distributed to Drivers. contains two copies of this page. Every Driver should keep the rust page intact for his or her records. In addition. every Driver should sign and complete the second page for the City's records. 1 certify that 1 have received the City Policy on Alcohol and Controlled Substances for Driven in accordance with 49 C.F.R. ~ 382.601, which requires the City to provide educational materials that explain the requirements of Federal law and the City's policies and procedures with respect to meeting these requirements. 1 acknowledge that 1 am responsible Jor reading, undentanding, and complying with all Department of Transportation ("DOT") regulations and City policies regarding alcohol and controlled substances use and testing, and that 1 must abide by these regulations and policies as a condition of my employmenL 1 understand that, because changes in applicable law and the City's practices and procedures may occur from time to time, terms of the City's policy may change without prior notice, and that nothing in this policy is intended to be a contract, promise, or representation of any speclfu: term or condition of employment except to the extent required by law. I further understand that the citj and its agents may: . administer to me an examination which may include tests for alcohol and controlled substances, including non-evidential alcohol screening (e.g. saliva screening), breath alcohol testing, and urine controlled substances testing, . disclose results of alcohol or controlled substances testing and related information to a testing laboratory, the City's Medical Review Officer, a Substance Abuse Professional, and the DOT, . use the results of alcohol and controlled substances testing, as well as other relevant evidence, in determining whether to hire me as a Driver, discipline or discharge me, or retain me as a Driver of the City, and . discipline me up to and including immediate termination if at any time I report for duty or perform safety-sensitive functions while under the influence of alcohol or controlled substances, refuse to submit to a required alcohol or controlled substances test, test positive for alcohol or controlled substances. or otherwise violate DOT regulations, this policy. or other policies regarding the use of alcohol or controlled substances adopted by the C iry. I have read this certiju:ation carefully and have been given an opportunity to ask questions about it before providing my signature below. Driver's Signature Supervisor's Signature Supervisor's Name (print) Driver's Name (print) Social Security Number Date (TTWnthlday/year) COMPLETE AND SIGN THIS COpy FOR THE CITY'S RECORDS 953/18101611 6/6196 19 C 1996 Poptwn Haile Sc:hnobric:h &. IC.au.fma.D. lJd. CITY OF PRIOR LAKE STEP.BY.STEP GUIDE TO ADOPTING FHWA DRUG AND ALCOHOL TESTING PROGRAM 1. Review the Policy on Alcohol and Controlled Subst:lnces for Commercial Drivers. If you have questions or concerns. or wish to modify the policy, contact Joe Schmitt (612-334-8735) or Craig Trepanier (612-334-8322) at Popham, Haik, Schnobrich & Kaufman, Ltd. 2. Provide written notice to representatives of employee labor organizations (if any) concerning the availability of the Policy on Alcohol and Controlled Substances for Commercial Drivers. 3. Bargain with appropriate collective bargaining representatives over implementation of the Policy on Alcohol and Controlled Subst:lnces for Commercial Drivers if it will be applied to unionized employees. 4. Provide 60 minutes of tr:1ining for all supervisors of commercial drivers regarding reasonable suspicion alcohol testing and 60 minutes of tr:lining regarding reasonable suspicion controlled substances testing. 5. Distribute the finalized Policy on Alcohol :md Controlled Substances for Commercial Drivers to covered employees and obtain an executed copy of the "Certificate of Receipt" portion for your records. 6. Select a collection site for urine specimens and breath alcohol testing. Ensure that your collection site is located in close proximity to your area of operations, f:uni1i:lI' with the procedures that govern urine and breath alcohol testing, and qualified to perform such collection. If you operate in the Twin Cities, we recommend that you contact Greg Anderson at American Forensic Sciences, Inc. (612-854-2275) in Bloomington. Minnesota to obtain these services. 7. Contract with a third party to provide random selection administntion services (Le. to enlist your commercial drivers in random testing pools for both alcohol and controlled substances testing). Again. we recommend that you contact Greg Anderson at American Forensic Sciences, Inc. (612-854-2275) in Bloomington. Minnesota to obtain these services. 8. Select a Medical Review Officer to malyze laboratory test results for urine s::unples. Greg Anderson at American Forensic Sciences, Inc. (612-854.2275) in Bloomington. Wnnesou can :1lso provide these services. 9. Select a qualified and certified testing laboratory to malyze urine specimens for controlled subst:lnces. We recommend that you contact Ron Roberge at MEDTOX Laboratories, Inc. (612-636-7466) in St Paul. Minnesota to obtain laboratory services. 10. Select a Substance Abuse Professional to evaluate employees who test positive for alcohol or controlled substances or violate th~ Federal Highway Administration drug and alcohol testing regulations. Ensure that your Substance Abuse Professional is qualified to perform such services. A Substance Abuse Professional is defined as a licensed physician (medical doctor or doctor of osteopathy). or a licensed or certified psychologist, a licensed or certified social worker, a licensed or certified employee assistance professional, or a licensed or certified addiction counselor (certified by the National Association of Alcoholism and Drug Abuse Counselors Certification Commission) with knowledge of and clinical experience in the diagnosis and treatment of alcohol arid" controlled substances-related disorders. We recommend that you contact K3ren Hagen at dor & assodates. inc. (612-342-2693) in Minneapolis, Minnesota to obtain Substance Abuse Professional services. 9S3/lS 101 S as 6/6196 C 1996 Poph~ H:lik Schnobrich & ~man. Ud. FORo'1 19 This Supervisory Guide has been drafted to comply with the drug and alcohol testing regulations adopted by the United States Department of Transportation, Federal Highway Administration, 49 C.F.R. ~ 382 (Controlled Substances and Alcohol Use and Testing) and 49 C.F.R. ~ 40 (Procedures for Transportation Workplace Drug Testing Programs). This Supervisory Guide does not conform to other federal laws or any applicable state law requirements. If the City employs drivers in states that regulate drug and alcohol testing, the City should ensure compliance with all applicable state laws. Under Minnesota law, employers governed by the Federal Highway Administration drug and alcohol testing . regulations are exempt from the Minnesota Drug and Alcohol Testing in the Workplace Act with respect to the testing of commercial drivers. 9S3/181016186/6196 C 1996 Popham Haile SchDObrich ct. Kaufman, Ltd. CITY OF PRIOR LAKE SUPERVISORY GUIDE TO POLICY ON ALCOHOL AND CONTROLLED SUBSTA1.VCES FOR COMMERCIAL DRIVERS Effective January 1996 Amended June 1996 (This Supervisory Guide supersedes all previous Supervisory documents) 9~3/18101618 6/6196 C 1996 Popham Haik SchDObrich & K.au.fman, Ltd. T ABLE OF CONTENTS I. INTRODUCTION AND POLICY STATEMENT. . . . . . . . . . . . . . . . . . . . . . .. 1 A. INTR 0 D U CTI 0 N .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 B. POLICY CONTENT ...................................... 1 c. NOTIFICATION AND POSTING REOUIREMENTS ............... 1 II. SCOPE: WHO IS COVERED BY THE FHW A TESTING REOtJIREMENTS? .. 2 III. PROHIBITED CONDUCT ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A. ALCOHOL CONCENTRATION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B. ALCOHOL POSSESSION ................... . . . . . . . . . . . . . . . c. ON-DUTY USE OF ALCOHOL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D. PRE-DUTY USE OF ALCOHOL ..........................:.. E. USE OF ALCOHOL FOLLOWING AN ACCIDENT ............... F. REFUSAL TO SUBMIT TO A REOUIRED ALCOHOL OR C01\l-rROLLED SUBSTANCES TEST ......................... G. CO~-rROLLED SUBSTANCES USE. POSSESSION. A~ INFLlTE~CE ........................................... H. CO~-rROLLED SUBSTANCES TESTING ...................... 3 3 3 4 4 4 4 5 5 IV. REOCIRED BACKGROUND CHECKS A~D RELEASE OF Il\4r'ORMATION .. 6 A. BACKGROCNl) CHECKS FOR APPLIC.AJ\4'TS . . . . . . . . . . . . . . . . . .. 6 B. BACKGROUND CHECKS FOR NON-EMPLOYEE DRIVERS ........ 7 V. REOUIRED TESTING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 A. PRE-EMPLOY~tE~l TESTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8 B. POST-ACCIDENT TESTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 9 C. RA.~DO!vt TESTING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 D. REASONABLE SUSPICION TESTING. . . . . . . . . . . . . . . . . . . . . . . . 11 1. DETERMINA nON OF RE..c\SONABLE SUSPICION . . . . . . . .. 11 2. S lIPER VISOR TRAINING . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 3. TIMING OF ALCOHOL TESTING. . . . . . . . . . . . . . . . . . . . . . 11 4. RE~tOV AL FROM SAFETY -SENSITIVE FUNCTIONS WHEN ALCOHOL TEST NOT ADMINlSTERED . . . . . . . . . . . . . . . .. 12 5. \V~RITIEN RECORD OF TESTING ..................... 12 E. RETl..rRN- TO-DUTY TESTING ............................. 13 F. FOLLOW-UP TESTING .................................. 13 G. BIENNIAL (PERIODIC) TESTING. . . . . . . . . . . . . . . . . . . . . . . . . . . 13 H. REOUIRED CONSENT FORMS ......................... .... . 14 I. COST OF REOUIRED TESTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 953/181016186/6196 i C 1996 Popham Haile Schoobrich & Kaufman, Ltd. ~..~~"-....,-,-,~__"....___.._...._.,__.~_~_...~.,.~_~._",,_~.......,,,-,,-...~~,____.~,......w__~__...__~..~,.."_~....~..,~,.."^...~...~"~__.",,,-,,,_,".""...~~"~,,,,,~......._~~" VI. VIT. COLLECTION AND TESTING PROCEDURES. . . . . . . . . . . . . . . . . . . . . . . A. REOUIRED NOTICE BEFORE TESTING . . . . . . . . . . . . . . . . . . . . . . B. PROCEDURES FOR ALCOHOL TESTING. . . . . . . . . . . . . . . . . . . . . C. PROCEDURES FOR CONTROLLED SUBSTANCES TESTING .. . . . . D. CHAIN OF CUSTODY AND CONFIDENiIALITY OF TEST RESULTS ............................................ E. OU ALITY CONTROL PROCEDURES ........................ REVIEW AND NOTIFICATION OF TEST RESULTS .................. A. REVIEW OF TEST RESULTS BY A MEDICAL REVIEW OFFICER .. B. MEDICAL REVIEW OFFICER NOTIFICATION OF TEST RESULTS TO THE C i tv .......................................... c. EMPLOYER NOTIFICATION OF TEST RESULTS TO APPLICA..NTS AND DRIVERS .......................................'. D. RIGHT TO CONFIRMATORY RETEST . . . . . . . . . . . . . . . . . . . . . . . Vill. CONSE~UENCES FOR DRIVERS ENGAGING IN PROHIBITED CO ND U CT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A. REMOVAL FROM SAFETY -SENSITIVE FUNCTIONS . . . . . . . . . . . . B. CONSE~UENCES FOR DRIVERS WITH AN ALCOHOL CONCENTRATION BETWEEN 0.02 AND 0.04 ................. C. REFERRAL. EVALUATION. AND TREATivtENT . . . . . . . . . . . . . . . . 1. NOTIFICATION OF AVAILABLE RESOURCES ........... 2. REQUIRED EVALUATION BY SC'BSTANCE ABUSE PRO FE S S ION AL .................................. 3. REQUIRED RETURN- TO-DUTY TESTING . . . . . . . . . . . . . . . 4. FOLLOW-UP EVALUATION ANTI TESTING ............. 5. RETURN TO SAFETY-SENSITIVE FUNCTIONS ........... 6. RESPONSIBILITY FOR THE COST OF EVALUATION AND REHABILITATION ................................ 7. INAPPLICABILITY TO PRE-EMPLOYMEm TESTING. . . . . . D. DISCIPLINE AND DISCHARGE OF EMPLOYEES . . . . . . . . . . . . . . . "..- IX. NOTIFIC.A. TION OF EMPLOYEE CONVICTIONS. . . . . . . . . . . . . . . . . . . . . x. MAINTEN.~CE AND DISCLOSURE OF RECORDS .................. A. DUTY TO MAI~'TAIN RECORDS . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. RECORDS TO BE KEPT FOR FIVE YEARS .............. 2. RECORDS TO BE KEPT FOR nvo YEARS .............. 3. RECORDS TO BE KEPT FOR ONE YEAR ............... 4. RECORDS TO BE KEPT FOR AN INDEFINITE PERIOD . .0.". . 5. OTHER REOUIRED RECORDS ....................... B. LOCA nON OF REQUIRED RECORDS .... . . . . . . . . . . . . . . . . . . . 953/181016186/6196 ii CI 1996 Popham Haik Scl1nobrich &. Kaufman. Ltd. 14 14 15 16 17 17 18 18 18 19 19 20 20 20 20 20 21 21 21 22 22 22 23 23 24 24 24 25 25 25 26 27 C. REPORTING INFORMA nON TO THE FHW A IN A MANAGEMENT INFORMATION SYSTEM. . . . . . . . . . . . . . . . . . .. 27 D. PROVIDING ACCESS TO FACILmES AND RECORDS .......... 28 1. ACCESS TO RECORDS ............................. 28 2. CONFIDENTIALITY OF INFORMA nON ................ 28 3. DISCLOSURES TO GOVERNMENT AGENCIES ........... 28 XI. PENAL TIES FOR NONCOMPLIANCE WITH THE FHW A RULES ........ 29 XII. AVOIDING CLAIMS UNDER THE AMERICANS WITH DISABILITIES ACT ..................................................... 30 XIII. COMPL YING WITH THE FAMILY & MEDICAL LEA VB ACT. . . . . . . . . .. 31 XIV. APPENDIX OF DEFINITIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 953/18101618 6/6196 ill C 1996 Popham Haik SchDobrich & lC.aufmaD. Ltd. I. INTRODUCTION AND POLICY STATEMENT A. INTRODUCTION In 1991, Congress passed the Omnibus Transportation Employee Testing Act of 1991, which directed the Secretary of Transportation to prescribe revised regulations for the testing of employees for drugs and alcohol in four (4) sectors of the transportation industry. Pursuant to this direction, the Federal Aviation Administration ("FAA"), Federal Highway Administration ("FHW A"), Federal Railroad Administration ("FRA"), and Federal Transit Administration ("FT A") promulgated separate drug and alcohol testing rules for their respective industries. In general, these regulations require covered employers such as City of Prior Lake ("the City") to adopt a written drug and alcohol testing policy, train supervisors, provide information to employees, and begin a comprehensive program of mandatory drug and alcohol testing. These materials are designed to assist the City in conducting the mandatory drug and alcohol testing required by the FHW A rules. These materials contain citations to the applicable "Code of Federal Regulations" ("C.F.R.") issued by the DOT. A copy of these regulations is enclosed with the materials you received from Popham Haile You may wish to refer to these regulations from time to time, and may do so by turning to the specific section referred to in the citation. For instance, the citation" 49 C.F.R. g 382.601 (a)" refers to Title 49 of the Code of Federal Regulations, Section 382.601 (a). B. POLICY CONTENT The FHW A regulations require the City to provide educational materials that explain the requirements of the regulations and the City's drug and alcohol testing policies and procedures. 49 C.F.R. ~ 382.601(a). These materials are summarized in the City's Policy on Alcohol and Controlled Substances for Commercial Drivers. c. NOTIFICA TION AND POSTING REOUIREMENTS The FHW A rules require the City to ensure that a copy of the educational materials required by the FHW A regulations is distributed to each driver prior to the start of alcohol and controlled substances testing and to each driver subsequently hired or transferred into a position requiring driving a commercial motor vehicle. 49 C.F.R. ~ 382.601(a)(1). Each driver must sign a statement certifying that he or she has received a copy of these materials. See last two pages of Policy (Certificate of Receipt Forms). The City must maintain the original of the signed certificate and may provide a copy of the certificate to the driver. .49 C.F.R. ~ 382.601(d). . ....- 953/181016186/6196 1 C 1996 Popham Haik Schnobrich & Kaufman. Ltd. ll. SCOPE: WHO IS COVERED BY THE FHW A TESTING REOUIREMENTS? The FHW A regulations require the City to test all employees who operate commercial motor vehicles and therefore are required~ in the course of their job duties~ to hold a commercial driver~s license. 49 C.F.R. ~ 382.103. A commercial driver's license is defined as a license issued by a State or other jurisdiction in accordance with the standards contained in 49 C.F.R. ~ 383. State law defines the circumstances under which an individual is required to hold such a license. In general~ a commercial driver's license is required to drive (1) commercial motor vehicles or (2) certain non-commercial vehicles for a few specific purposes. The term "commercial motor vehicle" 'means a motor vehicle or combination of motor vehicles used in commerce to transport passengers or property if the motor vehicle: . has a gross combination weight rating of 26,001 or more pounds inclusive of a towed unit with a gross vehicle weight rating of more than 1 O~OOO pounds; . has a gross vehicle weight rating of 26,00 I or more pounds; . is designed to transport sixteen (16) or more passengers. including the driver; or . is of any size and is used in the transportation of materials found to be hazardous for the purposes of the Hazardous Materials Transportation Act and which require the motor vehicle to be placarded under the Hazardous Nlaterials Regulations (contained in 49 C.F.R. ~ 172. subp. F). 49 C.F.R. ~ 382.107. A commercial driver's license is also required to drive vehicles with a school bus endorsemen4 even if such vehicles are designed for fifteen (15) or fewer passengers, including the driver. Employers and drivers subject to alcohol and controlled substances testing requirements issued by the Federal Transit Administration (49 C.F.R. ~~ 653 and 654) are exempt from the FHW A rules. 49 C.F .R. ~ 382.1 03( d)( 1). Farmers, firefighters, and emergency response personnel may be exempt from the FHW A rules unless the applicable state government decides to require such employees to hold commercial driver's licenses. 49 C.F.R. ~ 382.103(d)(3). Active duty military personnet members of the reserves, and members of the national guard on active duty are automatically exempt from the regulations. 49 C.F.R. ~ 382.103(d)(2). For purposes of the regulations, the tenn "driver" means any person who operates a commercial motor vehicle. This includes, but is not limited to, full-time, regularly employed drivers; intennitten4 casual, or occasional drivers; leased drivers and independent owner- operator contractors who are either directly employed by or under lease to the City or who 9S3/181 0 1618 6/6196 2 C 1996 Popham Haik Schnobrich dr. Kaufman. Ltd. operate a commercial motor vehicle at the direction of or with the consent of the City. 49 C.F.R. ~ 382.107. ITl. PROHIBITED CONDUCT A. ALCOHOL CONCENTRATION The FHW A rules provide that no driver may report for duty or remain on duty requiring the performance of safety-sensitive functions while having an alcohol concentration of 0.04 or greater. If the City has actual knowledge that a driver has an alcohol concentration of 0.04 or greater, it may not permit the driver to perform or continue to perform safety- sensitive functions. 49 C.F.R. ~ 382.201. B. ALCOHOL POSSESSION As amended on March 8, 1996, the FHW A rules no longer prohibit alcohol possession by drivers. 61 Fed. Reg. 9551 (Mar. 8, 1996). Given the broad definition of "alcohol," the FHW A concluded that prohibiting alcohol possession would unnecessarily prevent drivers from possessing windshield washer fluid, antifreeze, etc. Thus, the City is no longer required to remove drivers from safety-sensitive functions or take other action against drivers found to possess alcohol on duty. Alcohol possession, in conjunction with other evidence, however, may give rise to "reasonable suspicion," in which case the City should administer a reasonable suspicion test for the driver. Interstate motor carriers, however, are subject to separate prohibitions contained in 49 C.F.R. ~ 392 ("Part 392"). Part 392 provides that no driver may be on duty or operate a commercial motor vehicle while the driver possesses wine of not less than one-half percent of alcohol by volume, beer, or distilled spirits, unless manifested and transported as part of a shipment or possessed or used by bus passengers. 49 C.F.R. ~ 392.5. Because Part 392's prohibition applies only to alcoholic beverages, drivers may possess other substances which contain alcohol, such as windshield washer fluid, denatured alcohol, fuel line antifreeze, rubbing alcohol, shaving lotion, cologne, room deodorizers, etc. 61 Fed. Reg. 9551 (Mar. 8, 1996). 9'3/181016186/6/96 3 e 1996 Popham Haik Schnobrich &. Kaufman. Ltd. C. ON-DUTY USE OF ALCOHOL The FHW A rules provide that no driver may use alcohol while performing safety- sensitive functions. If the City has actual knowledge that a driver is using alcohol while performing safety-sensitive functionsy it may not permit the driver to perform or continue to perform safety-sensitive functions. 49 C.F.R. ~ 382.205. The restrictions applicable to drivers for interstate motor carriers are more stringent. Part 392 provides that no driver may use alcoholy be under the influence of alcohol or have anv measured alcohol concentration or detected oresence of alcohol while on duty, operating a commercial motor vehicle, or in physical control of a commercial motor vehicle. 49 C.F.R. ~ 392.5. Unlike the general FHW A rules which establish an alcohol threshold detection level of 0.02 or greater. this provision prohibits drivers from having gny detected presence of alcohol in their system. D. PRE-DUTY USE OF ALCOHOL The FH\V A rules provide that no driver may perform safety-sensitive functions within four (4) hours after using alcohol. If the City has actual knowledge that a driver has used alcohol within four (4) hours, it may not permit the driver to perform or continue to perform safety-sensitive functions. 49 C.F.R. ~ 382.207; The restrictions applicable to drivers for interstate motor carriers are more stringent. Part 392 provides that no driver may use alcohol or be under the influence of alcohol within four (4) hours before going on duty, operating a commercial motor vehicle, or having physical control of a commercial motor vehicle. 49 C.F.R. 9 392.5. E. USE OF ALCOHOL FOLLOWING AN ACCIDENT The FH\V A rules provide that no driver required to take a post-accident alcohol test may use alcohol for eight (8) hours following the accidenty or until the driver undergoes a post-accident alcohol test, whichever occurs first. 49 C.F.R. 9 382.209. F. REFUSAL TO SUBMIT TO A REOUIRED ALCOHOL OR CONTROLLED SUBSTANCES TEST The FHW A rules provide that no driver may refuse to submit to a post-accident alcohol or controlled substances testy a random alcohol or controlled substances testy a reasonable suspicion alcohol or controlled substances test, or a follow-up alcohol or controlled substances test required by the FHW A regulations. The City may not allow a driver who refuses to submit to such tests to perfonn or continue to perfonn safety-sensitive functions. 49 C.F .R. 9 382.211. 9S3/181016186/6196 4 C 1996 Popham Haile Schnobrich de. Kaufman. Ltd. ;.,"~,.-...",,,,,,~~~" . -II . - --_._""",,,,~,,-,-",,,,-,",,,,,,,,-'---""""'.~'.""'--"",,,'~~.,"'-....................~ According to the FHW A rules, a driver "refuses to submit" to an alcohol or controlled substances test when the driver (1) fails to provide adequate breath for alcohol testing without a valid medical explanation after he or she has received notice of the requirement for breath testing. (2) fails to provide adequate urine for controlled substances testing without a genuine inability to provide a specimen (as determined by a medical evaluation), after he or she has received notice of the requirement for urine testing. or (3) engages in conduct that clearly obstructs the testing process. 49 C.F.R. ~ 382.107. Refusal by a driver to complete and sign the alcohol testing form, to provide a breath or saliva sample, to provide an adequate amount of breath, or otherwise cooperate in a way that prevents the completion of the testing process constitutes a refusal to test. 49 C.F.R. ~ 4O.103(a). Of course, refusal to test precludes the driver from performing safety-sensitive functions and is essentially treated as a positive test for purposes of the FHW A rules. G. CONTROLLED SUBSTANCES USE, POSSESSION. A~D INFLUENCE The FHW A rules provide that no driver may report for duty or remain on duty requiring the performance of safety-sensitive functions when the driver uses any controlled substances, except when the use is pursuant to the instructions of a licensed medical practitioner who has advised the driver that the substance will not adversely affect the driver's ability to safely operate a commercial motor vehicle. If the City has actual knowledge that a driver has used a controlled substance, it may not permit the driver to perform or continue to perform a safety-sensitive function. The City may require its drivers to inform it of any therapeutic drug use. 49 C.F.R. ~ 382.213. The restrictions applicable to drivers for interstate motor carriers are more stringent. Part 392 provides that no driver may be on duty when the driver possesses, is under the influence of, or uses any Schedule I drug or other substance identified in Appendix D to Subchapter B of Chapter III of Part 49 of the Code of Federal Regulations (including opiates, opium derivatives, hallucinogenic substances, depressants and stimulants). 49 C.F.R. ~ 392.4. Part 392 also provides that no driver may be on duty when the driver possesses, is under the influence of, or uses an amphetamine or any formulation thereof (including, but not limited to, "pep pills" and "bennies"), a narcotic drug or any derivative thereof, or anv other substance to a degree which renders the driver incapable of safety operating a motor vehicle unless the use is pursuant to the instructions of a licensed medical practitioner who has advised the driver that the substance will not adversely affect the driver's ability to safely operate a commercial motor vehicle. Under Part 392, possession does not include possession of a substance which is manifested and transported as part of a shipment. 49 C.F.R. ~ 392.4. H. CONTROLLED SUBSTANCES TESTING The FHW A rules provide that no driver may report for duty, remain on duty or perform a safety-sensitive function if the driver tests positive for controlled substances. If the City has actual knowledge that a driver has tested positive for controlled substances, it may 953/181016186/6196 5 C 1996 Popham Haik Schnobrich & Kaufman, ltd. not permit the driver to perform or continue to perform safety-sensitive functions. 49 C.F.R. ~ 382.215. IV. REOUIRED BACKGROUND CHECKS AND RELEASE OF INFORMATION A. BACKGROUND CHECKS FOR APPLICANTS The FHW A rules require the City to conduct background checks of applicants for employment to operate commercial motor vehicles. The City must obtain7 pursuant to a driver' s consen~ information on the driver's alcohol tests with a concentration result of 0.04 or greater, positive controlled substances test results7 and refusals to be tested7 within the preceding two (2) years7 which are maintained by the driver's previous employers. 49 C.F.R ~ 382.413(a)(1). See Form 2 (Authorization for Prior Drug and Alcohol Test Results Form). The FHW A rules also allow (but do not require) the City to obtain, pursuant to a driver's written consent7 any of the information concerning violations by the driver during the preceding two (2) years which is maintained pursuant to the FHW A rules by the driver's previous employers, including information obtained by a previous employer from an earlier previous employer. 49 C.F.R 9 382.405(f); 61 Fed. Reg. 9551 (Mar. 8, 1996). The City must obtain and review this information no later than fourteen (14) calendar days after the first time a driver performs safety-sensitive functions for the City, if it is not feasible to obtain the information prior to the driver performing safety-sensitive functions. The City may not permit a driver to perform safety-sensitive functions after fourteen (14) days without having made a good faith effort to obtain this information as soon as possible. 49 C.F.R ~ 382.413(b). The City must make a good faith effort to obtain this information within fourteen (14) days, and may not simply wait until the last possible moment before commencing its efforts to obtain this information. 49 C.F.R. 9 382.413(b). If the driver stops performing safety-sensitive functions for the City before expiration of the fourteen (14) day period or before the City has obtained the information, the City is still under a duty to obtain the information. 49 C.F.R 9 382.413(b). In order to facilitate access to this information. the City must provide each of the driver's previous employers within the two (2) preceding years the driver's specific7 written authorization for release of the information. 49 C.F.R 9 382.4l3(d). See Form 2 (Authorization for Prior Drug and Alcohol Test Results Form). Upon receipt of the driver's written request7 the former employers must make this information available to the City. 49 C.F.R ~ 382.405(f). The release of information may take the form of personal interviews7 telephone interviews, letters, or any other method of obtaining information that ensures confidentiality. 49 C.F.R. ~ 382.413(e). In addition, the information may be provided directly by the driver, so long as the City assures itself that the information is true and accurate. 49 C.F .R. ~ 382.413(f). The City must maintain a written, confidential record with respect to each past employer contacted. 49 C.F.R 9 382.413(c). Disclosure of the information obtained by the City is permitted only as expressly authorized by the terms of the driver's request 49 C.F.R ~ 382.405(f). 953/18101618 6/6196 6 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. The City may not use a driver to perform safety-sensitive functions if the City obtains information on the driver's alcohol test with a concentration of 0.04 or greater, verified positive controlled substances test result, or refusal to be tested by the driver, without obtaining information on the driver's subsequent compliance with the referral and rehabilitation requirements of 49 C.F.R. ~ 605. 49 C.F.R ~ 382.413(g). B. BACKGROUND CHECKS FOR NON-EMPLOYEE DRIVERS The FHW A rules require the City to verify once every six (6) months that each driver that the City uses more than once per year, but does not employ, participates in an alcohol and controlled substances program that meets the requirements of Title 49 Code of Federal Regulations, Sections 40 and 382. 49 C.F.R. ~ 382.301(d)(2). See Form 15 (Driver Program Participation Verification and Release Form). The City must obtain and retain from the testing program(s) the following information: · the name(s) and addressees) of the programs; · verification that the driver participates or participated in the program(s); . verification that the program(s) conform(s) to the procedural requirements of 49 C.F.R. ~ 40 (entitled "Procedures for Transportation Workplace Drug and Alcohol Testing Programs"); · verification that the driver is qualified under the FHW A rules, including verification that the driver has not refused to be tested for alcohol or controlled substances; · the date the driver was last tested for controlled substances; and · the results of any tests taken within the previous six (6) months and any other violations of the FHW A rules concerning prohibited conduct. 49 C.F.R. ~ 382.301(d)(1); 49 C.F.R. ~ 382.301(d)(2). The driver's written authorization is necessary for the release of such drug and alcohol testing information. Accordingly, non- employee drivers must execute a consent form authorizing the City to obtain the required information. If the information is unavailable, the City must perform pre-employment controlled substances testing for such drivers. 49 C.F.R. ~ 382.301(d)(2). 9S3/181016186/6I96 7 C 1996 Popham Haile Schnobrich & Kaufman, Ltd. v. REOUIRED TESTING A. PRE-EMPLOYMENT TESTING Prior to the first time a driver performs a safety-sensitive function for the City, the City must require the driver to undergo pre-employment testing for controlled substances. 49 C.F.R. ~ 382.301(a). See Form 3 (Pre-employment Controlled Substances Consent Form). Although the FHW A regulations would have originally required pre-employment alcohol testing as well, this requirement has been repealed. 49 C.F.R. ~ 382.301(e). A driver may not perform safety-sensitive functions unless the driver has received a controlled substances test result from the medical review officer indicating a verified negative test result. 49 C.F.R. ~ 382.301(a). Thus, any offer of employment should be made conditional upon successfully passing a pre-employment controlled substances test. The City is not required to administer a pre-employment controlled substances test if (1) the driver has participated in a drug testing program (i.e. for a previous employer) that meets the requirements of the FHW A rules within the previous thirty (30) days; (2) while participating in that program, the driver either (i) was tested for controlled substances within the past six (6) months from the date of application with the City or (ii) participated in a random controlled substances testing program for the previous twelve (12) months from the date of application with the City; and (3) the City ensures that no prior employer of the driver of whom the City has knowledge has records of a violation of the FHW A rules or the controlled substances use rule of another DOT agency within the previous six (6) months. 49 C.F.R. ~ 382.301(c). If the City exercises this exception, it must contact the alcohol and controlled substances testing program(s) in which the driver participates or participated and obtain the following information: · the name(s) and addressees) of the programs; · verification that the driver participates or participated in the program(s); · verification that the program(s) conform(s) to the procedural requirements of 49 C.F.R. ~ 40 (entitled "Procedures for Transportation Workplace Drug and Alcohol Testing Programs"); · verification that the driver is qualified under the FHW A rules, including verification that the driver has not refused to be tested for alcohol or controlled substances; · the date the driver was last tested for controlled substances; and 953/181016186/6/96 8 C 1996 Popham Haik Schnobrich de. Kaufman. Ltd. . the results of any tests taken within the previous six (6) months and any other violations of the FHW A rules concerning prohibited conduct. 49 C.F.R. ~ 382.301(d)(1). The City must notify an applicant of the results of a pre-employment controlled substances test if the applicant requests such results within sixty (60) calendar days of being notified of the disposition of the employment application. 49 C.F.R. ~ 382.4l1(a). See Form 7 (Controlled Substances Test Results Notification Form). B. POST-ACCIDENT TESTING As soon as practicable following an accident involving a commercial motor vehicle operating on a public road in commerce, the City must test for alcohol and controlled substances each surviving driver (1) who was performing safety-sensitive functions with respect to the vehicle, if the accident involved the loss of human life; or (2) who receives a citation under State or local law for a moving traffic violation arising from the accident if the accident involved bodily injury to any person who, as a result of the injury, immediately receives medical treatment away from the scene of the accident or one or more motor vehicles incurring disabling damage as a result of the accident, requiring the vehicle to be transported away from the scene by a tow truck or other motor vehicle. 49 C.F.R. ~ 382.303(a). The term "accident" does not include an occurrence involving only boarding and alighting from a stationary motor vehicle; an occurrence involving only the loading or unloading of cargo; or an occurrence in the course of the operation of a passenger car or a multipurpose passenger vehicle unless the vehicle is transporting passengers for hire or hazardous materials of a type and quantity that require the motor vehicle to be marked or placarded in accordance with 49 C.F.R. ~ 177.823. 49 C.F.R. ~ 303(f). See Form 12 (Post- Accident Record Form). The City must provide drivers with necessary post-accident information, procedures, and instructions, prior to the driver operating a commercial motor vehicle, so that drivers will be able to comply with the post-accident testing requirements of the FHW A regulations. 49 C.F.R. ~ 382.303(d). A driver who is subject to post-accident testing must remain readily available for such testing or may be deemed by the City to have refused to submit to testing. 49 C.F.R. ~ 382.303(c). Nothing in the FHW A rules, however, shall be construed to require the delay of necessary medical attention for injured people following an accident or to prohibit a driver from leaving the scene of an accident for the period necessary to obtain assistance in responding to the accident, or to obtain necessary emergency medical care. 49 C.F.R. ~ 382.303(c). If a required post-accident alcohol test does not occur within two (2) hours following the accident, the City must prepare and maintain on file a record stating the reasons the test was not promptly administered. See Form 12 (Post-Accident Record Form). If the post- accident alcohol test is not administered within eight (8) hours following the accident, the 953/181016186/6/96o 9 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. City must cease attempts to administer an alcohol test and shall prepare and maintain a similar record. See Fonn12 (Post-Accident Record Form). Records shall be submitted to the FHW A upon the request of the Associate Administrator. 49 C.F.R. ~ 382.303(b)(1). Similarly. if a required post-accident controlled substances test is not conducted within thirty-two (32) hours following the accident7 the City must cease attempts to administer a controlled substances test and prepare and maintain on file a record stating the reasons the test was not promptly administered. See Form12 (Post-Accident Record Form). Records shall be submitted to the FHW A upon request of the Associate Administrator. 49 C.F.R. ~ 382.303(b)(2). See Form 12 (Post-Accident Record Form). The results of a breath or a blood test for the use of alcohol or a urine test for the use of controlled substances, conducted by Federal, State, or local officials having independent authority for the test7 will be considered to meet the requirements of the FHW A rules if such tests conform to the applicable Federal, State, or local requirements, and the results of the tests are obtained by the City. 49 C.F.R. ~ 382.303(e). c. R.\NDOIVl TESTING The FHW A rules require the City to conduct alcohol and controlled substances testing on a random selection basis. The City must select drivers for testing by use of a scientifically valid method. such as a random number table of a computer-based random number generator that is matched with drivers' Social Security numbers, payroll identification numbers, or other comparable identifying numbers. Under the selection process used, each driver must have an equal chance of being selected each time selections are made. 49 C.F.R. 9 382.305(i). Typically. the City will contract with a third party administrator or consortium to administer the random selection process. The City must randomly select a sufficient number of drivers for alcohol testing and controlled substances testing during each calendar year to equal an annual testing rate not less than the respective minimum annual percentage rates for random alcohol testing and controlled substances testing as determined by the FHW A administrator. 49 C.F.R. ~ 382.305(j). At the current time, the minimum annual percentage rate for random controlled substances testing is fifty percent (50%) of the City's average number of driver positions. 49 C.F.R. ~ 382.305(b)(2). See Form 13 (Controlled Substances Random Testing Documentation Form). The minimum annual percentage rate for random alcohol testing is twenty-five percent (25%) of the City7s average number of driver positions. 49 C.F.R. 9 382.305(b)(1). See Form 14 (Alcohol Random Testing Documentation Form). These minimum testing rates are subject to change by the FHW A. The City must ensure that random tests are conducted on an announced basis' throughout the calendar year and that the dates for administering random alcohol and controlled substances tests are spread throughout the calendar year. 49 C.F.R. ~ 382.305(k). The FHW A recommends testing at least four (4) times per year. 953/18101618 6/6196 10 C 1996 Popham Haik Schnobrich de. Kaufman. Ltd. A driver may only be tested for alcohol while the driver is performing safety-sensitive functionsy just before the driver is to perform safety-sensitive functionsy or just after the driver has ceased performing such functions. 49 C.F.R. ~ 382.305(m). Each driver who is notified of selection for random alcohol or controlled substances testing must proceed to the test site immediately. If the driver is performing a safety-sensitive function at the time of notification, the driver must cease performing the safety-sensitive function (other than operating a commercial motor vehicle) and report to the designated test site as soon as possible. 49 C.F.R. ~ 382.305(1). D. REASONABLE SUSPICION TESTING 1. DETERMINA TION OF REASONABLE SUSPICION When the City has reasonable suspicion to believe that a driver has violated the prohibitions of the FHW A rules, the City must require the driver to submit to an alcohol or controlled substances testy except when the City merely believes that the driver has violated the FHW A rules regarding alcohol possession. 49 C.F.R. ~ 382.307(a) & (b). The City's determination that reasonable suspicion exists to require the driver to undergo an alcohol or controlled substances test must be based on specific contemporaneous, articulable observations concerning the appearance, behavior, speech or body odors of the driver. See Form I I (Observed Behavior - Reasonable Suspicion Record Form). In the case of controlled substances, the observations may include indications qf the chronic and withdrawal effects of controlled substances. 49 C.F.R. ~ 382.307(b). 2. SUPERVISOR TRAINING The required observations for alcohol and/or controlled substances reasonable suspicion testing must be made by a supervisor or City official who has received appropriate training. 49 C.F.R. ~ 382.307(c). All persons designated to supervise drivers must receive at least sixty (60) minutes of training on alcohol misuse and at least an additional sixty (60) minutes of training on controlled substances use. The training must cover the physical, behaviorat speech. and performance indicators of probable alcohol misuse and use of controlled substances. 49 C.F.R. ~ 382.603. The person who makes the determination that reasonable suspicion exists to conduct an alcohol test may not conduct the alcohol test of the driver. 49 C.F.R. ~ 382.307(c). 3. TIMING OF ALCOHOL TESTING Reasonable suspicion alcohol testing is authorized only if the observations ~e .made during, just preceding, or just after the period of the work day that the driver is required to be in compliance with the FHW A rules. 49 C.F.R. ~ 382.307(d). See Form I 1 (Observed Behavior - Reasonable Suspicion Record Form). A driver may be directed by the City to undergo reasonable suspicion alcohol testing while the driver is performing safety-sensitive ....-. 953/181016186/6196 11 C 1996 Popham Haik Schnobrich &. Kaufman, Ltd. functions, just before the driver is to perform safety-sensitive functions, or just after the driver has ceased performing such functions. 49 C.F.R. ~ 382.307(d). If a reasonable suspicion alcohol test is not administered within two (2) hours following the determination of reasonable suspicion, the City must prepare and maintain on file a record stating the reasons the alcohol test was not promptly administered. See Form 11 (Observed Behavior - Reasonable Suspicion Record Form). If a reasonable suspicion alcohol test is not administered within eight (8) hours following the determination of reasonable cause, the City must cease attempts to administer an alcohol test and prepare a record stating the reasons for not administering the test 49 C.F.R. ~ 382.307(e)(1). See Form!! (Observed Behavior - Reasonable Suspicion Record Form). 4. REMOVAL FROM SAFETY-SENSITIVE FUNCTIONS WHEN ALCOHOL TEST NOT ADMINISTERED Notwithstanding the absence of a reasonable suspicion alcohol test required by the FHW A rules, no driver may report for duty or remain on duty requiring the performance of safety-sensitive functions while the driver is under the influence of or impaired by alcohol, as shown by the behavioraL speech, and performance indicators of alcohol misuse, nor may the City permit the driver to perform or continue to perform safety-sensitive functions until (1) an alcohol test is administered and the driver's alcohol concentration measures less than 0.02; or (2) twenty-four (24) hours have elapsed following the determination of reasonable suspicion that the driver has violated the FHWA rules concerning the use of alcohol. 49 C.F.R. ~ 382.307(e)(4). The apparent purpose of this provision is to require the City to remove a driver who appears to be under the influence of alcohol even though a reasonable suspicion test has not been administered. Except as provided in the preceding paragraph, the City may not take any action under the FHW A rules against a driver based solely on the driver's behavior and appearance, with respect to alcohol use, in the absence of an alcohol test. 49 C.F.R. ~ 382.307(e)(3). 5. WRITTEN RECORD OF TESTING The City must create a written record of the observations leading to a controlled substance reasonable suspicion test. See Forml! (Observed Behavior - Reasonable Suspicion Record Form). The written record must be signed by the supervisor or City official who made the observations within twenty-four (24) hours of the observed behavior or before the results of the controlled substances test are released, whichever is earlier. 49 C.F.R. ~ 382.307(f). See Form!! (Observed Behavior - Reasonable Suspicion Record Form). We recommend that the City create a similar record for reasonable suspicion alcohol tests. 953/181016186/6/96 12 C 1996 Popha.m Haik Schnobrich dr. Kaufman. ltd. E. RETURN- TO-DUTY TESTING Before a driver returns to duty requiring the performance of a safety-sensitive function after engaging in conduct prohibited by the FHW A rules concerning alcohol~ the City must ensure that the driver undergoes a return-to-duty alcohol test with a result indicating an alcohol concentration of less than 0.02. 49 C.F.R. ~ 382.309(a). If the prohibited conduct involved controlled substances~ the driver must undergo a return-to-duty controlled substances test with a verified negative result. 49 C.F.R. ~ 382.309(b). F. FOLLOW-UP TESTING Each driver who has engaged in conduct prohibited by the FHW A rules must be evaluated by a Substance Abuse Professional who will determine what assistance, if any, the employee needs in resolving problems associated with alcohol misuse and controlled substances use. 49 C.F.R. ~ 382.605(b). Following a determination by a Substance Abuse Professional that a driver is in need of assistance in resolving problems associated with alcohol misuse and/or use of controlled substances, the City must ensure that the driver is subject to unannounced follow-up alcohol and/or controlled substances testing. 49 C.F.R. ~ 382.311 (a). Follow-up alcohol testing may be conducted only when the driver is performing safety-sensitive functions, just before the driver is to perform safety-sensitive functions, or just after the driver has ceased performing safety-sensitive functions. 49 C.F.R. ~ 382.311 (b). The number and frequency of such follow-up testing will be directed by a Substance Abuse Professional. and consist of at least six (6) tests in the first twelve (12) months following the driver's return to duty. 49 C.F.R. ~ 382.605(c)(2)(ii). The City may direct the driver to undergo return-to-duty and follow-up testing for both alcohol and controlled substances, if the Substance Abuse Professional determines that return-to-duty and follow-up testing for both alcohol and controlled substances is necessary for that particular driver. 49 C.F.R. ~ 382.605(c)(2)(ii). Follow-up testing shall not exceed sixty (60) months from the date of the driver's return to duty. The Substance Abuse Professional may terminate the requirement for follow-up testing at any time after the first six (6) tests have been administered. if the substance abuse professional determines that such testing is no longer necessary. 49 C.F.R. ~ 382.605(c)(2)(ii). G. BIENNIAL (PERIODIC) TESTING Controlled substances testing is no longer required when a driver receives his or her biennial (periodic) physical examination and therefore is not authorized by the City's Policy on Alcohol and Controlled Substances for Commercial Drivers. Instead~ n[p]eriodic tests, which generally are performed as part of required physical examinations for certificati~n of some employees, are discretionary under the Act." 59 Fed. Reg. 7321 (Feb. 15, 1994). Thus, employers may require drivers under their own authority to undergo controlled substances and alcohol testing as part of a driver's routine physical examination~ but are not required to do so. .If the City wishes to require biennial testing, it should revise the Policy accordingly. 9S3/181016186/6196 13 C 1996 Popham Haik Schnobrich & Kaufman, Ltd. H. REOUIRED CONSENT FORMS The Department of Transportation has created the following forms that must be completed in conjunction with required drug and alcohol testing: "Drug Testing Custody and Control Form" and "Alcohol Testing Form." The City should obtain these forms from its testing laboratory or provider of collection services. In addition, before requesting an employee or job applicant to undergo drug or alcohol testing, the City may wish to provide the employee or job applicant with a form, developed by the City, on which to consent to the test and acknowledge that the employee or job applicant has seen the City's drug and alcohol testing policy. We have drafted several forms to assist the City with this effort. See Form 3 (Pre-employment Controlled Substances Consent Form), Form 4 (Controlled Substances Consent Form), and Form 8 (Alcohol Test Consent Form). I. COST OF REOUIRED TESTING The FHW A rules do not address whether an employer must pay for the cost of some, or all, drug and alcohol tests required by federal law. Some states may require the City to pay for the cost of all drug and alcohol testing of employees. As drafted, the City Policy on Alcohol and Controlled Substances for Drivers requires the City to pay for all pre- employment. post-accident. random. and reasonable suspicion drug and alcohol testing. In contrast, the Policy requires drivers to pay for all requested confirmatory re-tests, return-to- duty, and follow-up testing. This is because such tests are either voluntary or necessitated solely by the driver's own misconduct. The City, however. should bargain with any collective bargaining representatives over this issue before requiring drivers to pay for any drug and alcohol testing. VI. COLLECTION AND TESTING PROCEDURES A. REOUIRED NOTICE BEFORE TESTING Before performing an alcohol or controlled substances test, the City must notify the driver that the alcohol or controlled substances test is required by the FHW A rules. The City may not represent that a test conducted under its own authority is required by the FHW A rules. See Form 3 (Pre-employment Controlled Substances Consent Form), Form 4 (Controlled Substances Consent Form), and Form 8 (Alcohol Test Consent Form). B. PROCEDURES FOR ALCOHOL TESTING The City must ensure that all alcohol testing conducted pursuant to FHW A reg"ulations complies with the procedures set forth in 49 C.F.R. ~ 40. See 49 C.F.R. ~ 382.105. Employees may be tested for alcohol just before, during, or immediately following performance of a safety-sensitive function. Screening tests for alcohol concentration may be 953/18101618 6/6196 14 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. performed utilizing a non-evidential screening device included by the National Highway Traffic Safety Administration on its conforming products list (e.g. a saliva screening device) or an evidential breath testing device ("EBT") operated by a trained breath alcohol technician ("BAT") at a collection site. See 49 C.F.R. ~~ 40.61-40.65. All confirmation tests must be performed utilizing an EBT operated by a BAT. Each test should be conducted in a location that affords privacy to the driver being tested, unless unusual circumstances (e.g., when it is essential to conduct a test outdoors at the scene of an accident) make it impracticable to provide such privacy. 49 C.F.R. ~ 40.57. In the case of breath alcohol testing, the tests must be conducted by a breath alcohol technician ("BA T"). 49 C.F.R. ~ 51 (a). An individual must complete a course of instruction and demonstrate competence in the operation of the specific evidential breath testing device ("EBT") he or she will use to qualify as a BAT. 49 C.F.R. ~ 51 (a). A supervisor qualified as a BAT may conduct the alcohol test for an employee under his or her supervision only if another BAT is unavailable to perform the test in a timely manner. 49 C.F.R. ~ 40.51 (b). When the driver enters the alcohol testing location for a breath alcohol test, the BAT will require the driver to provide positive identification either through the use of a photo identification card or identification by an employer representative. On request by the driver, the BAT shall also provide positive identification to the driver. The BAT will explain the testing procedure to the employee at that time. The BAT will conduct a screening test first. Before the screening test, the BAT will complete Step 1 on the Breath Alcohol Testing Form provided to the driver, and the driver shall then complete Step 2 on the form, signing the certification. Refusal by the employee to sign the certification shall be regarded as a refusal to take the test. Inability to provide an adequate amount of breath will also be regarded as a refusal to take the test absent a written statement from a licensed physician that the inability to provide an adequate amount of breath is genuine. If the result of the screening test is a breath alcohol concentration of less than 0.02. no further testing is authorized and the BAT will transmit the result of the test to the City in a confidential manner. 49 C.F.R. ~ 40.65(h)(3)(i)( 1). The City must designate one or more employee representative(s) for purpose of receiving and handling alcohol testing results in a confidential manner. All communications by BATs to the City concerning the alcohol testing results of employees shall be to a designated City representative. 49 C.F.R. ~ 40.65(h)(3)(i)(1). If the result of the screening test is an alcohol concentration of 0.02 or greater, a confirmation test will be performed. 49 C.F.R. ~ 65. The confmnation test will be conducted not less that ftfteen (15) minutes and not more than thirty (30) minutes following completion of the screening test. In the event that the screening and confirmation test. results are not identical, the confmnation test result is deemed to be the fmal result upon which any action shall be based. 49 C.F.R. ~ 40.65(0. 9~3/18101618 616196 15 C 1996 Popham Haile Schnobrich &. Kaufman. Ltd. C. PROCEDURES FOR CONTROLLED SUBSTANCES TESTING The City must ensure that all controlled substances testing complies with the procedures set forth in 49 C.F.R. ~ 40. See 49 C.F.R. ~ 382.105. The regulations require that the City must have one or more designated collection sites which have all necessary personnel, materials, equipment, facilities and supervision to provide for the collection, security, temporary storage and shipping or transportation of urine specimens to a certified drug testing laboratory. 49 C.F.R. ~ 40.25. An independent medical facility may also be utilized as a collection site, provided that the FHW A's requirements are met. 49 C.F.R. 4O.25(a). We recommend that the City contract with one or more suitable collection sites, ensuring that the collection site is familiar with DOT drug testing procedures. According to the FHW A regulations, a collection site may be any suitable location where a specimen can be collected under conditions that ensure security and privacy. 49 C.F.R. ~ 40(a). So long as the City complies with those requirements, the collection site may be on the employer's premises or at the employer's facilities. In unusual circumstances, (e.g., when it is necessary to conduct a test outdoors at the scene of an accident), a test may be conducted at a location that does not fully meet the requirements mentioned above. 49 C.F.R. ~ 40.25(f)(9). Urine collection for controlled substances testing rhust be conducted by a "collection site person." 49 C.F.R. 9 40.23(d)(2). This person must have successfully completed training to carry out this function or be a licensed medical professional or technician who has been provided instructions for collection. 49 C.F.R. ~ 40.23(d)(2). Unless it is impractical for any other individual to perform this function, a direct supervisor of an employee may not serve as the collection site person for testing of the employee. 49 C.F.R. ~ 40.23(d)(3). Thus, it is advisable to have a non-employee (Le. independent collection site) administer specimen collection to the extent possible. The City must use a "split urine specimen" collection procedure for controlled substances testing, as described in the regulations. 49 C.F.R. ~ 40.25(f)(lO)(i)(B). If the test result of the primary specimen is positive, the employee may request that the Medical Review Officer ("MRO") direct that the split specimen be tested in a different Department of Health and Human Services ("DHHS")-certified laboratory for presence of the controlled substance(s) for which a positive result was obtained in the test of the primary specimen. 49 C.F.R. ~ 40.25(f)(lO)(ii)(E). The MRO must honor such request if made within seventy-two (72) hours of the employee having been notified of a verified positive test result. 49 C.F.R. ~ 40.25(f)( 10)(ii)(E). Action required by federal regulation as a result of a positive drug test (e.g., removal from performing a safety-sensitive function) will not be stayed during the result of the test of the split specimen. 49 C.F.R. ~ 40.25(f)(lO)(ii)(H). If the result of the test of the split specimen fails to reconfIrm the presence of the drug(s) or drug metabolite(s) found in the primary specimen, or if the split specimen is unavailable, inadequate for testing or untestable, '-.---. 953/181016186/6196 16 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. the MRO will cancel the test and report the cancellation and the reasons for it to the Department of Transportation, the City, and the driver. 49 C.F.R. ~ 40.25(f)(lO)(ii)(I). The regulations further provide that "when specified by DOT agency regulation or required by the collection site (other than an employer site) or by the laboratory, the employee may be required to sign a consent or release form authorizing the collection of the specimen, analysis of the specimen for designated controlled substances, and release of the results to the employer. The employee may not be required to waive liability with respect to negligence on the part of any person participating in the collection, handling or analysis of the specimen or to indemnify any person for the negligence of others." 49 C.F.R. ~ 40.25(f)(22)(ii). See Form 3 (Pre-employment Controlled Substances Consent Form), Form 4 (Controlled Substances Consent Form), and Form 8 (Alcohol Test Consent Form). D. CHAIN OF CUSTODY AND CONFIDENTIALITY OF TEST RESULTS All controlled substances and alcohol testing must be performed in compliance with federal law, including use of the services of an appropriately licensed testing laboratory which observes applicable chain-of-custody procedures. 40 C.F.R. g 40.25(c). The City must use procedures to test for the presence of alcohol and controlled substances in order to protect the driver and the integrity of the testing process, safeguard the validity of the test results, and ensure that test results are attributed 'to the correct driver. 49 C.F.R. ~ 40.25(f). All reports of tests must be kept in the strictest confidence by the laboratory and provided only to the City's MRO, unless the driver provides written consent or disclosure is otherwise permitted or required by law. 49 C.F.R. g 40.33(i). E. QUALITY CONTROL PROCEDURES The regulations require the City to use blind testing quality control procedures. Under these procedures, the City must submit three (3) blind performance specimens for each 100 employee specimens the employer submits, up to a maximum of 100 blind performance test specimens submitted per quarter. See 49 C.F.R. g 40.31(d). The regulations further regulate the number and manner of blind performance test specimens. Typically, employers belong to a testing consortium, which is responsible for submitting blind samples on behalf of its members. See 49 C.F.R. ~ 40.31(d)(5). VII. REVIEW AND NOTIFICA nON OF TEST RESULTS A. REVIEW OF TEST RESULTS BY A MEDICAL REVIEW OFFICER The FHW A rules define a Medical Review Officer ("MRO") as a licensed physician (medical doctor or doctor of osteopathy) responsible for receiving laboratory results generated by a drug testing program who has knowledge of substance abuse disorders and has appropriate medical training to interpret and evaluate an individual's confirmed positive test 953/18101618 6/6196 17 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. result together with his or her medical history and any other relevant biomedical information. 49 C.F.R. ~ 40.3. Prior to the transmission of controlled substances test results to the City, the MRO . will review confirmed positive test results received from the testing laboratory. 49 C.F.R. ~ 40.33(a). The MRO will examine alternate medical explanations for any positive test result. 49 C.F.R. ~ 40.33(a)(1). In addition, the MRO will give the driver an opportunity to discuss the test result before making a final decision to verify a positive test result. 49 C.F.R. ~ 40.33(c). If the MRO is unable to contact the driver, the MRO will report to the City that the MRO has made all reasonable efforts to contact the driver. 49 C.F.R. ~ 40.33(c). The City, as soon as practicable, must request that the driver contact the 1vlRO prior to dispatching the driver or within twenty-four (24) hours, whichever is earlier. 49 C.F.R. ~ 382.407(b). The designated management official must make reasonable efforts to contact and request each driver who submitted a specimen under the City's program, regardless of the driver's employment status, to contact and discuss the results of the controlled substances test with a MRO who has been unable to contact the driver. 49 C.F.R. ~ 382.411(b). The designated management official must immediately notify the MRO that the driver has been notified to contact the MRO within twenty-four (24) hours. 49 C.F.R. ~ 382.411(c). The MRO may verify a test as positive without having communicated directly with the driver if (l) the driver expressly declines the opportunity to discuss the test; (2) more than five (5) days have elapsed after the City, at the MRO's request, has instructed the driver to contact the 1vlRO to discuss the test result; or (3) if applicable federal regulations permit such a verification. 49 C.F.R. ~ 40.33(c)(5). B. l\'IEDICAL REVIEW OFFICER NOTIFICATION OF TEST RESULTS TO THE City The MRO may report controlled substances results to the City using any communications device. but in all instances a signed, written notification must be forwarded within three (3) business days of completion of the MRO's review pursuant to 49 C.F.R. ~ 40. The City should use this information to complete Form 6 (Controlled Substances Test Results Form). The MRO must report the following information to the City: . that the controlled substances test being reported was in accordance with the procedural safeguards contained in 49 C.F.R. ~ 40 and the FHW A rules; . the name of the individual for whom the test results are being reported; . the type of test indicated on the custody and control form (Le. random, post- accident, etc.); 953/181016186/6196 18 C 1996 Popham Haik Schnobrich dt Kaufman. Ltd. · the date and location of the test collection; · the identities of persons or entities performing the collection, analysis of the specimens and serving as the medical review officer for the specific test; and · the verified results of a controlled substances test, either positive or negative, and if positive, the identity of the controlled substance(s) for which the test was verified as positive. 49 C.F.R. ~ 382.407(a). The City should record this information on its own form for future reference. See Form 6 (Controlled Substances Test Results Form). c. EMPLOYER NOTIFICATION OF TEST RESULTS TO APPLICANTS ! AND DRIVERS Upon notification by the MRO, the City must notify a driver of the results of a pre- employment controlled substances test if the driver requests such results within sixty (60) calendar days of being notified of the disposition of the employment application. 49 C.F.R. ~ 382.411(a). See Form 7 (Controlled Substances Test Results Notification Form). In addition, the City must notify a driver of the results of random, reasonable suspicion, and post-accident tests for controlled substances if the test results are verified positive. S~e Form 7 (Controlled Substances Test Results Notification Form). The City must also inform the driver which controlled substance or substances were verified as positive. 49 C.F.R. ~ 382.411(a). We also recommend that the City notify drivers of the results of all retum-to- duty and follow-up controlled substances tests. D. RIGHT TO CONFIRl\'IA TORY RETEST After being informed of a positive controlled substances test result, an employee may request through the MRO a reanalysis (or confirmatory retest) of the driver's specimen. This means a reanalysis of the original specimen, not another specimen subsequently collected. If the test result of the primary specimen is positive, the employee may request that the MRO direct that the split specimen be tested in a different DHHS-certified laboratory for presence of the controlled substance(s) for which a positive result was obtained in the test of the primary specimen. 49 C.F.R. ~ 40.33(f). The MRO must honor such request if made within seventy-two (72) hours of the employee having been notified of a verified positive test result. Action required by federal regulation as a result of a positive drug test (e.g., removal from performing a safety-sensitive function) will not be stayed during the result of the test of the split specimen. If the result of the test of the split specimen fails to reconfirm the presence of the drug(s) or drug metabolite(s) found in the primary specimen, or if the split specimen is unavailable, inadequate for testing or untestable, the MRO will cancel the test, and report the cancellation and the reasons for it to the DOT, the City, and the driver. 49 C.F.R. ~ 40.33(0. The driver 953/181016186/6196 19 C 1996 Popham Haik Schnobrich de. Kaufman. Ltd. must be reimbursed for any pay lost if taken out of service based upon a positive test result which is negated by the second test VIn. CONSEOUENCES FOR DRIVERS ENGAGING IN PROHIBITED CONDUCT A. REMOVAL FROM SAFETY-SENSITIVE FUNCTIONS The FHW A rules provide that no driver may perform safety-sensitive functions, including driving a commercial motor vehicle, if the driver has engaged in conduct prohibited by the FHW A rules or an alcohol or controlled substances rule of another DOT agency unless the driver has completed referral, evaluation, and treatment (discussed under Section VIILC of this Supervisory Guide). 49 C.F.R. ~ 382.501(a). Similarly, the City may not permit any driver to perform safety-sensitive functions, including driving a commercial motor vehicle, if the City has determined that the driver has violated the FHWA. rules. 49 C.F.R. ~ . 382.501(b). B. CONSE~UENCES FOR DRIVERS WITH AN ALCOHOL CONCENTR.\ TION BETWEEN 0.02 A~D 0.04 No driver who is found to have an alcohol concentration of 0.02 or greater but less than 0.04 may perform or continue to perform safety-sensitive functions for the City, including driving a commercial motor vehicle, until the start of the driver's next regularly scheduled duty period, but not less than twenty-four (2.4) hours following administration of the test. 49 C.F.R. ~ 382.505(a). The City may not take any other action against a driver under the FHW A rules based solely on test results showing an alcohol concentration of less than 0.04, although the City can take action based on its independent authority. 49 C.F.R. ~ 382.505(b). C. REFERR.\L.. EVALUATION. AND TREA T:\'IENT 1. NOTIFICA TION OF A V AILABLE RESOURCES The FHW A rules require the City to advise each driver who has engaged in conduct prohibited by the FHW A rules or who has a positive alcohol or controlled substances test of the resources available to the driver in evaluating and resolving problems associated with the misuse of alcohol and use of controlled substances, including the names, addresses, and telephone numbers of substance abuse professionals and counseling and treatment programs. 49 C.F.R. ~ 382.605(a). See Form 16 (Resource Contact List). You should adapt this form to identify resources under contract with the City to provide services and to identify counseling and treatment programs that are geographically near the City. In parti~ular, you should identify at least two (2) substance abuse professionals that have been selected by the City. 953/181016186/6196 20 C 1996 Popham Haik Schaobrich & Kaufman, Ltd. 2. REOUIRED EVALUATION BY SUBSTANCE ABUSE PROFESSIONAL Each driver who has engaged in conduct prohibited by the FHW A rules must be evaluated by a Substance Abuse Professional who will determine what assistance, if any, the employee needs in resolving problems associated with alcohol misuse and controlled substances use. 49 C.F.R. ~ 382.605(b). The regulations define a Substance Abuse Professional as a licensed physician (medical doctor or doctor of osteopathy), or a licensed or certified psychologist, a licensed or certified social worker, a licensed or certified employee assistance professional, or a licensed or cenified addiction counselor (certified by the National Association of Alcoholism and Drug Abuse Counselors Certification Commission) with knowledge of and clinical experience in the diagnosis and treatment of alcohol and controlled substances-related disorders. 49 C.F.R. ~ 382.107. The City should be careful to select a qualified Substance Abuse Professional who is familiar with the FHW A drug and alcohol testing requirements. 3. REOUIRED RETURN-TO-DUTY TESTING Before a driver returns to duty requiring the performance of a safety-sensitive function after engaging in conduct prohibited by the FHW A rules concerning alcohol, the City must ensure that the driver undergoes a return-to-duty alcohol test with a result indicating an alcohol concentration of less than 0.02. 49 C.F.R. ~ 382.309(a); 49 C.F.R. ~ 382.605(c)(1). If the prohibited conduct involved controlled substances, the driver must undergo a return-to- duty controlled substances test with a verified negative result. 49 C.F.R. ~ 382.309(b); 49 C.F.R. ~ 382.605(c)( 1). 4. FOLLOW-UP EVALUATION AND TESTING Each driver identified as needing assistance in resolving problems associated with alcohol misuse or controlled substances use must be evaluated by a Substance Abuse Professional to determine that the driver has properly followed any rehabilitation program prescribed by the Substance Abuse Professional, and shall be subject to unannounced follow- up alcohol and/or controlled substances testing. 49 C.F.R. ~ 382.605(c)(2). The number and frequency of such follow-up testing shall be as directed by a substance abuse professional, and consist of at least six (6) tests in the first twelve (12) months following the driver's return to duty. Follow-up testing shall not exceed sixty (60) months from the date of the driver's return to duty. The substance abuse professional may tenninate the requirement for follow-up testing at any time after the first six (6) tests have been administered, if the substance abuse professional determines that such testing is no longer necessary. 49 C.F.R. ~ 382.605(c)(2) The City must ensure that a Substance Abuse Professional who detennines thai a driver requires assistance in resolving problems with alcohol misuse or controlled substances use does not refer the driver to the substance abuse professional's private practice or to a ....-, 953/18101618 6/6196 21 C 1996 Popham Haik Schnobrich eft Kaufman. Ltd. person or organization from which the Substance Abuse Professional receives renumeration or in which the Substance Abuse Professional has a financial interest. 49 C.F.R. ~ 382.605(e). The FHW A's restriction against such referrals does not prohibit a Substance Abuse Professional from referring a driver for assistance provided through (1) a public agency, such as a State, county, or municipality; (2) the City or a person under contract to provide treatment for alcohol or controlled substances problems on behalf of the City; (3) the sole source of therapeutically appropriate treatment under the driver's health insurance program; or (4) the sole source of therapeutically appropriate treatment reasonably accessible to the driver. 49 C.F.R. ~ 382.605(e). 5. RETURN TO SAFETY-SENSITIVE FUNCTIONS No driver who has engaged in conduct prohibited by the FHW A rules may perform safety-sensitive functions, including driving a commercial motor vehicle, unless the driver has met the requirements concerning referral, evaluation, and treatment. 49 C.F.R. ~ 382.503. Similarly, the City may not permit a driver who has engaged in conduct prohibited by the FHW A rules to perform safety-sensitive functions, including the driving of a commercial motor vehicle, unless the driver has met these requirements. 49 C.F.R. ~ 382.503. 6. RESPONSIBILITY FOR THE COST OF EV ALVA TION AND REHABILITATION Evaluation and rehabilitation may be provided by the City, by a Substance Abuse Professional under contract with the City, or by a Substance Abuse Professional not affiliated with the City. The FH\V A rules provide that the City may decide whether the City or employees are responsible for the cost of evaluation and treatment. 49 C.F.R. ~ 382.605(d). As currently drafted, the City Policy on Alcohol and Controlled Substances for Commercial Drivers requires employees to bear the cost of evaluation and treatment. If your drivers are unionized, however, you are first required to bargain with the union before adopting this provision. 7. INAPPLICABILITY TO PRE-EMPLOYMENT TESTING The requirements of the FHW A rules with respect to referral, evaluation and rehabilitation do not apply to applicants who refuse to submit to a pre-employment alcohol or controlled substances test or to applicants who have a pre-employment alcohol test with a result indicating an alcohol concentration of 0.04 or greater or a controlled substances test with a verified positive test result. 49 C.F.R. ~ 382.605(f). D. DISCIPLINE AND DISCHARGE OF El\-IPLOYEES Strictly speaking, the FHW A rules do not address or limit an employer's ability to discipline or discharge employees for prohibited conduc~ including failure of a drug or 953/18101618 6/6196 22 C 1996 Popham Haik Schnobrich eft Kaufman. Ltd. alcohol test~ except under certain rare circumstances.l Moreover, the regulations do not require employers to provide employees with an opportunity for rehabilitation and treatment unless such employees are returning to a safety-sensitive function and such treatment has been recommended by a Substance Abuse Professional. As the DOT has acknowledged~ n[e]xcept as provided in the [Operating Administration] rules, employers retain their existing authority with respect to alcohol testing and termination or rehabilitation of their employees and employees retain their rights with respect to the use or possession of alcohol." 59 Fed. Reg. 7317 (Feb. 15,1994) (emphasis added). Nonetheless, the City may detennine that rehabilitation is more appropriate than termination of employees in some circumstances. The City should seek legal advice before taking disciplinary measures against or tenninating drivers who fail a drug or alcohol test. The use of improper, unlawful, or unfair procedures (whether real or perceived) may cause employees to bring litigation against the City. Moreover, compliance with the Americans with Disabilities Act and the Family and Medical Leave Act can be incredibly complicated in the context of employees with alcohol or chemical dependency problems. IX. NOTIFICA TION OF EMPLOYEE CONVICTIONS The Federal Drug Free Workplace Act of 1988 applies to all federal contractors and federal grant recipients. The City should determine whether it is covered by the Act. Among other requirements, the Act requires employees to notify the City of any criminal drug statute convictions for a violation occurring in the workplace within five (5) days of such a conviction. See 21 V.S.C. g 853(a), et. seq. For example, if an employee is arrested and convicted of unlawful possession of controlled substances in the workplace, that employee must inform the City of the conviction. 21 V.S.C. g 853(a)( 1 )(D)(ii). Moreover, if the City is informed of such a conviction, or if the City learns of such a conviction in any other way, the City must in turn inform all federal agencies for which it is performing a contract of the conviction. 21 V.S.C. g 853(a)(l)(E). The City must provide such notice within ten (10) days of receiving notice from the employee, or within ten (10) days of learning of the conviction, whichever is earlier. 21 U .S.C. g 853(a)(l )(E). Section III of the City Policy on Alcohol and Controlled Substances for Drivers requires drivers to notify the City of drug-related convictions in the workplace. Because the Federal Drug Free Workplace Act does not apply to all employers, this requirement is identified as being based on the City's independent authority. x. MAINTENANCE AND DISCLOSURE OF RECORDS 1 See 49 C.F.R. g 382.505(b) (limiting sanctions against drivers who test positive for alcohol with an alcohol concentration between 0.02 and 0.04). Even under this provision, however, the City may discipline a driver based on its own authority. 9'3/181016186/6196 23 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. . . A. DUTY TO MAINTAIN RECORDS The FHW A regulations impose a stringent records retention burden upon covered employers. The City must maintain records of its drug and alcohol testing program, as well as records of its alcohol and drug misuse prevention efforts. 49 C.F.R. ~ 382.401. The FHW A has identified a wide variety of specific documents which the City must retain to comply with its regulations, and has identified particular retention periods for many of these required documents. In addition, the FHW A has promulgated specific regulations concerning the preservation of such records by microfllm or other photographic means. See 49 C.F.R. ~ 382.401 (d) (incorporating by reference 49 C.F .R. ~ 390.31). 1. RECORDS TO BE KEPT FOR FIVE YEARS The FHW A requires the City to retain the following documents for a period of at least five (5) years: · records of any employee alcohol test results indicating an alcohol concentration of 0.02 or greater; · records of driver verified positive controlled substances test results; · documentation of employee refusals to take required alcohol and/or controlled substances tests; · calibration documentation; · records related to the administration of the alcohol and controlled substances testing programs; · driver evaluations and referrals; and · a copy of each annual calendar year summary required by the FHW A rules. 49 C.F.R. ~ 382.401(b)(I). 2. RECORDS TO BE KEPT FOR TWO YEARS The FHW A requires the City to retain the following documents for a period of at least two (2) years: · records relating to the collection process, including collection logbooks; · documents relating to the random selection process; 9S3/181016186/6I96 24 C 1996 Popham Haik Schnobrich de. K.wfman. Ltd. . documentation of breath alcohol technician training; . documents generated in connection with decisions to administer reasonable suspicion and post-accident tests; . documents verifying the existence of a medical explanation of an employee's inability to provide adequate saliv~ breath or urine for testing; and . consolidated annual calendar year summaries required by the FHW A rules; 49 C.F.R. ~ 382.401(b)(2); 49 C.F.R. ~ 382.401(c)(1). 3. RECORDS TO BE KEPT FOR ONE YEAR The City must maintain records of negative and canceled controlled substances test results (as defined in 49 C.F.R. ~ 40) and alcohol test results with a concentration of less than 0.02 for a minimum of one (1) year. 49 C.F.R. ~ 382.401(b)(3). 4. RECORDS TO BE KEPT FOR AN INDEFINITE PERIOD The FHW A requires the City to maintain the following documents related to the education and training of breath alcohol technicians, supervisors, and drivers. 42 C.F.R. ~ 382.401(b)(4). These records must be kept by the City while the employee performs the functions that required the education and training, and for a period of two (2) years after the individual ceases to perform those functions. 42 C.F.R. g 382.413(b)(4). . materials on alcohol and controlled substances use awareness, including a copy of the employer's policy on alcohol misuse and controlled substances use; . documentation of compliance with the FHW A's requirement to promulgate a policy on the misuse of alcohol and use of controlled substances, including the driver's signed receipt of education materials; . documentation of training provided to supervisors for the purpose of qualifying the supervisors to make a determination concerning the need for alcohol and/or controlled substances testing based on reasonable suspicion; . documentation of training for breath alcohol technicians; and . certification that any training complies with FHW A requirements. 49 C.F.R. ~ 382.401(c)(5). 9~3/181 01618 6/6196 25 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. 5. OTHER REOUIRED RECORDS In addition to the records specified above, the FHW A rules require the City to maintain other specific records. 49 C.F.R. ~ 382.40l(c). It is unclear from the regulations, however, how long the following records must be maintained: . records relating to a driver's test results, including the City's copy of the alcohol test form and the results of the test; . the City's copy of the controlled substances test chain of custody and control form; . documents sent by the Medical Review Officer to the City; . documents related to the refusal of any driver to submit to an alcohol or controlled substances test required by the FHW A rules; . documents presented by a driver to dispute the result of an alcohol or controlled substances test administered under the FHW A rules; . documents generated in connection with verifications of prior employers' alcohol or controlled substances test results; . records of efforts made to obtain information regarding a driver's prior employers' alcohol and controlled substances information, if the City is unable to obtain that information; . records related to other violations of the FHW A rules; . records pertaining to a determination by a Substance Abuse Professional concerning a driver's need for assistance; . records concerning a driver's compliance with recommendations of a Substance Abuse Professional; . agreements with collection site facilities, laboratories, breath alcohol technicians, screening test technicians, Medical Review Officers, consortia, and third-party service providers; . names and positions of officials and their role in the City's alcohol and " controlled substances testing program(s); . quarterly laboratory statistical summaries of urinalysis required by 49 C.F.R. ~ 40.29(g)(6); and "-. 9S3/18101618 6/6196 26 C 1996 Popham Haile SchDObrich & Kaufman. Ltd. · the City's drug testing policy and procedures. 49 C.F.R. ~ 382.401(c)(2); 49 C.F.R. ~ 382.401(c)(3); 49 C.F.R. ~ 382.401(c)(6). In order to be safe, we recommend that you keep records concerning specific drivers during the duration of their employment and for at least five (5) years thereafter, and all other records for at least five (5) years. B. LOCA TION OF REOUIRED RECORDS The FHW A requires the City to maintain required records in a secure location with controlled access. 49 C.F.R. ~ 382.401(a). The City must lock the location in which the documents are kep~ and may allow access to the documents only to persons with "a legitimate need" to see the records. 49 C.F.R. ~ 382.405. The City must make such records available for inspection at the City's principal place of business within two (2) business days after a request has been made by an authorized representative of the Federal Highway Administration. 49 C.F.R. ~ 382.401(d). C. REPORTING INFORMATION TO THE FHWA IN A l\tIANAGEMENT INFORMA TION SYSTEM The City must prepare and maintain an annual calendar year summary of the results of their alcohol and controlled substances testing programs performed under the FHW A rules upon request by the FHW A. 49 C.F.R. ~ 382.403(a). See Form 17 (FH\VA. Drug and Alcohol Testing MIS Data Collection Form) & Form 18 (FHW A Drug and Alcohol Testing MIS "EZ" Data Collection Form). Absent such a request, the City is not required to prepare such a summary (although it must maintain the records and information necessary to prepare such a summary in the event a request is made). The FHWA has prescribed detailed rules concerning the information that must be contained in the annual summary. 49 C.F.R. ~ 382.403(c)-(f). D. PROVIDING ACCESS TO FACILITIES AND RECORDS 1. ACCESS TO RECORDS A driver is entitled, upon written request, to obtain copies of any records pertaining to the driver's use of alcohol or controlled substances, including any records pertaining to his or her alcohol or controlled substances tests. The City must promptly provide any records requested by the driver. Access to a driver's records shall not be contingent upon payment for records other than those specifically requested. 49 C.F.R. ~ 382.405(b). Furthermore, the FHW A rules provide that any driver who is the subject of a drug test conducted. under DOT rules shall, upon written request, have access to any records relating to his or her drug test and any records relating to the results of any relevant certification, review or revocation- of-certification proceedings. 49 C.F.R. ~ 40.37. 9S3/18101618616/96 27 C 1996 Popham Haik Schnobrich &. Kaufman. Ltd. 2. CONFIDENTIALITY OF INFORMATION Except as required by law or expressly authorized or required by the FHW A rules, the City may not release driver information that is contained in records required to be maintained by the FHW A rules. 49 C.F.R. ~ 382.405(a). The City must release information regarding a driver's records as directed by the specific, written consent of the driver authorizing release of the information to an identified person. Release of such information by the person receiving the information is permitted only in accordance with the terms of the employee's consent. 49 C.F.R. ~ 382.405(h). Notwithstanding the limitations on release of drug and alcohol testing records, the FHW A rules provide that an employer may disclose information required to be maintained by the FHW A rules pertaining to a driver, the decision maker in a lawsuit, grievance, or other proceeding initiated by or on behalf of the individual, and arising from the results of an alcohol and/or controlled substances test administered under the FHW A rules, or from the employer's determination that the driver engaged in conduct prohibited by the FHW A rules (including, but not limited to, a worker's compensation, unemployment compensation, or other proceeding relating to a benefit sought by the driver). 49 C.F.R. g 382.405(g). 3. DISCLOSURES TO GOVERNMENT AGENCIES The City must permit access to all facilities utilized in complying with the requirements of the FHVI A rules to the Secretary of Transportation, any DOT agency, or any State or local officials with regulatory authc ity over the employer or any of its drivers. 49 C.F.R. ~ 382.405(c). In addition, the City r. ~st make available copies of all results for the City alcohol and/or controlled substances testing conducted under the FHWA. rules and any other information pertaining to the City's alcohol misuse and/or controlled substances program when requested by the Secretary of Transportation, any DOT agency, or any State or local officials with regulatory authority over the City or any of its drivers. 49 C.F.R. ~ 382.405(d). When requested by the National Transportation Safety Board as part of an accident investigation, the City must disclose information related to the City's administration of a post- accident alcohol and/or controlled substances test administered following the accident under investigation. 49 C.F.R. ~ 382.405(e). XI. PENAL TIES FOR NONCOMPLIANCE WITH THE FHW A RULES The DOT considers compliance with the new FHW A rules a high priority, and has stated that it will not tolerate intentional violations of the rules or deliberate efforts t9. avoid compliance. The FHW A has indicated that review of compliance with drug and alcohol testing requirements will be added to all safety and compliance reviews conducted on motor carriers' operations. Serious penalties have been imposed for violations of the drug and alcohol testing regulations. 953/18101618 6/6/96 28 C 1996 Popham Haik Schnobrich dt KauCman. Ltd. The FHW A has identified a number of penalties which may be applied to drivers who have either refused to be tested or have tested positive for controlled substances or alcohol. Any employer or driver who violates the requirements of the FHW A roles is subject to the penalty provisions of 49 U.S.C. ~ 521(b). 49 C.F.R. ~ 382.507. These penalties may include disqualification from all safety-sensitive positions until a negative test result is obtained or disqualification for a set period of time. 49 C.F.R. ~ 382.507. Drivers covered by FHW A controlled substances testing regulations are also subject to penalties prescribed for prohibitions contained in several other subparts of the federal motor carrier safety regulations. 49 C.F.R. ~ 382.507. Penalties for these violations range from a six (6) month to a lifetime disqualification from driving a commercial motor vehicle. 49 U.S.C. ~ 521(b). The FHW A has also outlined penalties to be imposed upon employers who fail to follow one or more of the provisions of its intricate drug and alcohol testing regulations, including those employers who fail to remove employees from safety-sensitive functions according to the standards outlined by the FHW A rules. Employers that violate the FHW A's drug and alcohol testing program may be subject to civil and criminal penalties, including being declared "out-of-service" and fines as high as $10,000 per violation. 49 U.S.C. g 521(b). If an employer engages in a willful violation of the regulations by permitting a driver to continue driving after testing positive, the employer may be fined up to $10,000 for each such violation. See 49 C.F.R. gg 385-386. Even a failure to maintain records as required by the FHW A may subject an employer to a fine of up to $500.00 per count. 49 C.F.R. 99 385- 386. In addition to these penalties, the FHW A also conducts compliance reviews of motor carriers each year by conducting on-site visits. Selection for a compliance review is typically based on three factors: road side inspection infonnation, prior compliance history and accident history. The Regional Office of the United States FHW A is expected to conduct a compliance review for hundreds of covered employers over the next year. XII. A VOIDING CLAIMS UNDER THE AMERICANS WITH DISABILITIES ACT The Americans With Disabilities Act (" ADA") prohibits employers from taking any action against a "qualified disabled" individual and requires employers to provide "reasonable accommodations" for such an employee. Under the ADA, individuals with a substance abuse problem may qualify for protection against discrimination. See Flvnn v. Ravtheon Co., 868 F. Supp. 383, 385 (D. Mass. 1994); Schmidt v. Safewav. Inc., 864 F. Supp. 991, 996 (D. Or. 1994). Thus, "the ADA, which prohibits discrimination against a qualified individual with a disability, may affect the personnel actions an employer might wish to take with respect to some in4ividuals who test positive for alcohol or drugs or otherwise violate the prohibitions of the [DOT's] drug and alcohol rules. ,. 59 Fed. Reg. 7311 (Feb. 15, 1994). 9S3/181016186/6/96 29 C 1996 Popham Haik Schnobrich &. IUufman. ltd. Fortunately, the Equal Employment Opportunity Commission ("EEOC") and the DOT have interpreted the ADA and the DOT rules so as to remove potential conflict between the ADA and the DOT drug and alcohol testing requirements. The EEOC has stated that the ADA authorizes employers covered by DOT drug and alcohol testing regulations to require their employees to comply with the standards established in those regulations. 59 Fed. Reg. 7311 (Feb. 15, 1994). The EEOC has authorized employers to test employees as provided in the DOT rules, and has allowed employers to require employees to comply with the other aspects of the DOT rules, such as the prohibition against using alcohol or drugs on the job. 59 Fed. Reg. 7311 (Feb. 15, 1994). The DOT and EEOC have also specifically stated that an employer may remove individuals who test positive for controlled substances, or otherwise violate the DOT regulations, from safety-sensitive duties as required under the DOT rules without violating the ADA. 59 Fed. Reg. 7312 (Feb. 15, 1994). As the DOT explained, "under the ADA, an employer is not viewed as 4discriminating' for following the mandates of DOT drug and alcohol rules." 59 Fed. Reg. 7312 (Feb. 15, 1994). Furthermore, the DOT has recognized that an employer may take disciplinary action against employees who violate the employer's conduct and performance standards, regardless of whether the employee is protected by the ADA. "[T]he ADA does not preclude an employer from disciplining or dismissing an employee who commits a violation of the employer's conduct and performance standards, even if the individual is an alcoholic or has another disability. For example, a violation of a DOT operating administration's alcohol misuse rules (e.g., a test demonstrating a prohibited alcohol concentration) could be a violation of the employer's performance and conduct rules, for which the employer's policy could call for the employee's dismissal. This result would not violate the ADA." 59 Fed. Reg. 7313 (Feb. 15, 1994). The EEOC has also harmonized the ADA with the DOT regulations in its definition of a "qualified individual with a disability." Under the ADA, an employee or job applicant who is "currently engaging" in the illegal use of drugs is not a "qualified individual with a disability." 59 Fed. Reg. 7312 (Feb. 15, 1994). The term "currently engaging" is not limited to the use of drugs on the day of, or within a matter of days or weeks of, the employment action in question. The EEOC has interpreted "currently engaging" to apply to the illegal use of drugs that has occurred recently enough to indicate that the individual is actively engaged in such conduct. 59 Fed. Reg. 7312 (Feb. 15, 1994); 58 Fed. Reg. 35745-46 (Ju!. 26, 1991). Thus, an individual with a positive drug test is "currently engaging" in the illegal use of drugs and therefore is not protected by the ADA. Accordingly, "under Title I [of the ADA], an employer may discharge or deny employment to an individual who has a positive result on a DOT-mandated drug test." 59 Fed. Reg. 7312 (Feb. 15, 1994). While the EEOC and the DOT have interpreted these regulations in a fashion which generally allows employers to follow the DOT testing requirements without violating the ADA, the City must still be careful to administer its testing program in accordance with the 9S3/181016186/6196 30 C 1996 Popham Haik Sc:hnobrich &t Kaufman. l.ld. ADA. The United States District Coun for the District of Oregon recently held that an employer may violate the ADA even if it believes (incorrectly) that it is following DOT guidelines. The employer in Schmidt v. Safewav. Inc., 864 F. Supp. 991 (D. Or. 1994), tenninated a driver for being intoxicated on the job after the driver failed a breath-alcohol test. The driver argued that the ADA required the employer to offer the "reasonable accommodation" of a leave of absence to undergo treatment for alcoholism. The court rejected the employer's argument that the termination was based on the DOT~ s then-applicable regulations~ noting that nothing in the regulations requires an employer to terminate an employee after a positive alcohol test. Schmidt, 864 F. Supp. at 999. If a driver who fails a test meets the other requirements of the ADA (i.e., is a qualified individual with a disability), the court held, the employer must offer reasonable accommodations for that disability, including a leave of absence for treatment. In light of this and other court decisions, the City should proceed with caution when disciplining or discharging employees with suspected or known alcohol or chemical dependency problems. XIII. COMPLYING WITH THE FAMILY & MEDICAL LEAVE ACT The Family & Medical Leave Act of 1993 ("FMLA") prohibits an employer from taking certain actions against an employee who has a "serious health condition" and requires an employer to grant such an employee unpaid medical leave for treatment of that health condition. Under the Department of Labor's regulations implementing the FMLA, treatment for substance abuse may qualify as a "serious health condition" under some circumstances. See 29 C.F.R. ~ 825.ll4(c). An employee's absence due to the use of controlled substances or alcohol, without treatment, does not qualify for leave under the FMLA. 58 Fed. Reg. 31799 (Jun. 4, 1993). If treatment qualifies as a "serious health condition," the employee has certain rights under the FMLA: he or she may request up to twelve weeks of unpaid leave for such treatment; the City may not take personnel action against that employee as a result of the treatment; and the employee has the right to return to his or her position (or a comparable position) unless returning would impose an "undue hardship" on the City. In this regard, the FMLA may limit the City's ability to discipline or discharge an employee who tests positive for drugs or alcohol, if the employee has properly requested FMLA leave. The DOT has recognized that federal law, including the FMLA, "may constrain the discretion that employers would otherwise exercise with respect to . . . personnel actions." 59 Fed. Reg. 7314 (Feb. 15, 1994). Once again, the City should proceed with caution when drivers request leave for treatment of alcohol or chemical dependency problems. XIV. APPENDIX OF DEFINITIONS . "Accident" means an occurrence involving a commercial motor vehicle operating on a public road which results in a fatality; bodily injury to any 9S3/18101618 6/6/96 31 C 1996 Popham Haik Schnobrich &t Kaufman. Lul. , . person who, as a result of the injury, immediately receives medical treatment away from the scene of the accident; or one or more motor vehicles incurring disabling damage as a result of the accident, requiring the vehicle to be transported away from the scene by a tow truck or other vehicle. The term "accident" does not include an occurrence involving only boarding and alighting from a stationary motor vehicle; an occurrence involving only the loading or unloading of cargo; or an occurrence in the course of the operation of a passenger car or a multipurpose passenger vehicle unless the vehicle is transporting passengers for hire or hazardous materials of a type and quantity that require the motor vehicle to be marked or placarded in accordance with 49 C.F.R. ~ 177.823, 49 C.F.R. ~ 382.303(a); 49 C.F.R. ~ 382.303(f). · "Alcohol" means the intoxicating agent in beverage alcohol, ethyl alcohol, or , other low molecular weight alcohol including methyl and isopropyl alcohol. 49 C.F.R. ~ 382.107. . "Alcohol Concentration (or Content)" means the alcohol on a volume of breath expressed in terms of grams of alcohol per 210 liters of breath as indicated by an evidential breath test. 49 C.F.R. ~ 382.107. · "Alcohol Use" means the consumption of any beverage, mixture, or preparation, including any medication, containing alcohol. 49 C.F.R. ~ 382.107. · "Beer" means beer, ale, porter, stout, and other similar fermented beverages (including sake or similar products) of any name or description containing one- half of one percent or more of alcohol by volume, brewed or produced from malt, wholly or in part, or from any substitute therefor. 26 D.S.C. ~ 5052(a). · "Breath Alcohol Technician" or "BAT" means an individual who instructs and assists individuals in the alcohol testing process and operates and evidential breath testing device (EBT). 49 C.F.R. ~ 40.3. · "Collection Site" means a place designated by an employer where drivers present themselves for the purpose of providing a specimen of their urine to be analyzed for the presence of drugs. 49 C.F.R. ~ 40.3. . "Commercial Motor Vehicle" means a motor vehicle or combination of motor vehicles used in commerce to transpon passengers or propeny if the motor vehicle (1) has a gross combination weight rating of 26,001 or more pounds inclusive of a towed unit with a gross vehicle weight rating of more than 10,000 pounds; or (2) has a gross vehicle weight rating of 26,00 1 or more pounds; or (3) is designed to transport sixteen (16) or more passengers, including the Driver; or (4) is of any size and is used in the transportation of 953/181016186/6196 32 C 1996 Popham Haik Schnobrich &t Kaufman, Ltd. materials found to be hazardous for the purposes of the Hazardous Materials Transportation Act and which require the motor vehicle to be placarded under the Hazardous Materials Regulations. 49 C.F.R. ~ 382.107. . "City" means City of Prior Lake . "City Premises" means all property, facilities, land, offices, living quarters, buildings, structures, equipment, vehicles and parking areas, whether owned, leased, used or under the control of the City. The term should be interpreted in its broadest sense and may include other work locations, such as the job site of a customer or delivery destination. . "Confirmation (or Confirmatory) Test" for alcohol testing means a second test, following a positive non-evidential (e.g. saliva) screening test or a breath alcohol screening test with the result of 0.02 or greater, that provides quantitative data of alcohol concentration. For controlled substances testing, "Confirmation (or Confirmatory) Test" means a second analytical procedure to identify the presence of a specific drug or metabolite which is independent of the screen test and which uses a different technique and chemical principal from that of the screen test in order to ensure reliability and accuracy. 49 C.F.R. ~ 382.107. . "Consortium" means an entity, including a group or association of employers or contractors, that provides alcohol or controlled substances testing as required by the FHW A regulations or other DOT alcohol or controlled substances testing rules, and that acts on behalf of employers. 49 C.F.R. ~ 382.107. . "Controlled Substances" means those substances identified in 49 C.F.R. ~ 40.21 (a). Marijuana, amphetamines, opiates (including heroin), phencyclidine (PCP), cocaine, and any of their metabolites are included within this definition. 49 C.F.R. ~ 382.107; 49 C.F.R. ~ 40.21(a). . "Distilled Spirits" means the substance known as ethyl alcohol, ethanol, or spirits of wine in any form (including all dilutions and mixtures thereof from whatever source or by whatever process produced.) 26 V.S.C. ~ 5002(a)(8). . "Department of Transportation" or "DOT" means the lTnited States Department of Transportation. . "Disabling Damage" means damage which precludes departure of a qlotor vehicle from the scene of the accident in its usual manner in daylight after simple repairs, including damage to motor vehicles that could have been driven, but would have been further damaged if so driven. Disabling damage does not include damage which can be remedied temporarily at the scene of the 9S3/18101618616196 33 C 1996 Popham Haik Sc:hnobrich dt Kaufman. Ltd. accident without special tools or parts, tire disablement without other damage even if no spare tire is available, headlight or tail light damage or damage to turn signals, horn, or windshield wipers which make them inoperative. 49 C.F.R. ~ 382.107. . "DHHS" means the Department of Health & Human Services or any designee of the Secretary, Department of Health & Human Services. 49 C.F.R. ~ 40.3. . "Driver" means any person who operates a commercial motor vehicle. This includes, but is not limited to, full-time, regularly employed drivers; casual, intermittent or occasional drivers; leased drivers and independent owner- operator contractors who are either directly employed by or under lease to the City or who operate a commercial motor vehicle at the direction of or with the consent of the City. 49 C.F.R. ~ 382.107. . "Drugs" has the same meaning as "controlled substances" as defined in this policy. . "Employer" means any person. including the United States, a State, District of Columbia. or a political subdivision of a State, who owns or leases a commercial motor vehicle or assigns persons to operate such a vehicle. The term also includes an employer's agents, officers, and representatives. 49 C.F.R. ~ 382.107. . "Evidential Breath Testing Device" or "EBT" means a device approved by the National Highway Traffic Safety Administration ("NHTSA") for the evidential testing of breath and placed on NHTSA's "Conforming Products List of Evidential Breath Measurement Devices." 49 C.F.R. ~ 40.3. . "Federal Highway Administration" or "FHW A" means the Federal Highway ...l\dministration of the United States Department of Transportation. . "Gross Combination Weight Rating" means the value specified by the manufacturer as the loaded weight of a combination (articulated) vehicle. In the absence of a value specified by the manufacturer, the rating is determined by adding the gross combination weight rating of the power unit and the total weight of the towed unit and any load thereon. 49 C.F.R. ~ 390.5. . "Gross Vehicle Weight Rating" means the value specified by the manufacturer as the loaded weight of a single vehicle. 49 C.F.R. ~ 3~0.5. . "Intermittent, Casual, or Occasional Driver" means a driver who in any period of seven (7) consecutive days is employed or used as a driver by more than a single motor carrier. 49 C.F.R. ~ 390.5. 9S3/181016186/6I96 34 C 1996 Popham Haik SchDObrich &t Kaufman. Ltd. . "Licensed Medical Practitioner" means a person who is licensed, certified, and/or registered, in accordance with applicable Federal, State, local, or foreign laws or regulations, to prescribe controlled substances and other drugs. 49 C.F.R. ~ 382.107. · "Medical Review Officer" or "MRO" means a licensed physician (medical doctor or doctor of osteopathy) responsible for receiving laboratory results generated by a drug testing program who has knowledge of substance abuse disorders and has appropriate medical training to interpret and evaluate an individual's confrrmed positive test result together with his or her medical history and any other relevant biomedical information. 49 C.F.R. ~ 40.3. · "Performing (a Safety-Sensitive Function)" means any period in which a driver is actually performing, ready to perform, or immediately available to perform any safety-sensitive functions. 49 C.F.R. ~ 382.107. . "Positive Test Result" means a finding of the presence of alcohol or controlled substances. or their metabolites, in the sample tested in levels at or above the threshold detection levels established by applicable law. · "Reasonable Suspicion" means a belief that a Driver has engaged in conduct prohibited by the FHW A drug and alcohol testing regulations, except when related solely to the possession of alcohol, based on specific contemporaneous, articulable observations made by a supervisor or City official who has received appropriate training concerning the appearance, behavior, speech or body odors of the Driver. The determination of reasonable suspicion for alcohol testing shall be made during, just preceding, or just after the period of the work day that the Driver is required to be in compliance with this policy. In the case of controlled substances, the observations may include indications of the chronic and withdrawal effects of controlled substances. · "Refusal to Submit" means a Driver (1) fails to provide adequate breath for alcohol testing without a valid medical explanation after he or she has received notice of the requirement for breath testing, (2) fails to provide adequate urine for controlled substances testing without a genuine inability to provide a specimen (as determined by a medical evaluation), after he or she has received notice of the requirement for urine testing, or (3) engages in conduct that clearly obstructs the testing process. Refusal by a Driver to complete and sign the alcohol testing form, to provide a breath or saliva sample, to provide an adequate amount of breath, or otherwise cooperate in a way that prevents the completion of the testing process constitutes a refusal to test. 49 C.F.R. ~ 382.107. 9S3/181016186/6I96 35 e 1996 Popham Haik Schnobrich &. IUufman. Ltd. . "Regularly Employed Driver" means a driver who in any period of seven (7) consecutive days is employed or used as a driver by a single motor camer. 49 C.F.R. ~ 390.5. . "Safety-Sensitive Function" means all time from the time a driver begins to work or is required to be in readiness to work until the time he/she is relieved from work and all responsibility for perfonning work. Safety-sensitive functions include: (1) All time at an employer or shipper plant. terminal, facility, or other property, or on any public property t waiting to be dispatched, unless the driver has been relieved from duty by the employer; (2) All time inspecting equipment as required by 49 C.F.R. ~~ 392.7 and 392.8 or otherwise inspecting, servicing, or conditioning any commercial motor vehicle at any time; (3) All time spent at the driving controls of a commercial motor vehicle in operation; (4) All time, other than driving time, in or upon any commercial motor vehicle except time spent resting in a sleeper berth (a berth conforming to the requirements of 49 C.F.R. ~ 393.76); (5) All time loading or unloading a vehicle, supervising, or assisting in the loading or unloading, attending a vehicle being loaded or unloaded, remaining in readiness to operate the vehicle, or in giving or receiving receipts for shipments loaded or unloaded; and (6) All time repairing, obtaining assistance, or remaining in attendance upon a disabled vehicle. 49 C.F.R. ~ 382.107. . "Screening Test (also known as Initial Test)" in alcohol testing, means an analytical procedure to determine whether a driver may have a prohibited concentration of alcohol in his or her system. Screening tests may be conducted by utilizing a non-evidential screening device included by the National Highway Traffic Administration on its conforming products list (e.g. a saliva screening device) or an evidential breath testing device ("EBT") operated by a trained breath alcohol technician ("BAT"). In controlled substance testing, "Screening Test" means an immunoassay screen to eliminate "negative~ urine specimens from further consideration. 49 C.F .R. ~ 382.107. . "Substance Abuse ProCessional" or "SAP" means a licensed physician (medical doctor or doctor of osteopathy), licensed or certified psychologist, "- 9S3/181016186/6I96 36 C 1996 Popham Haile SchDobrich & IUufmua. Lad. licensed or certified social worker, licensed or certified employee assistance professional, or licensed or certified addiction counselor (certified by the National Association of Alcoholism and Drug Abuse Counselors Certification Commission) with knowledge of and clinical experience in the diagnosis and treatment of alcohol and controlled substances-related disorders. 49 C.F.R. ~ 382.107. . "Wine" means wine of not less than one-half of one percent of alcohol by volume. 49 C.F.R. ~ 392.5(a)(3). 9S3/181016186/6I96 37 C 1996 Popham Haik SchDobrich &t Kaufman. Ltd.