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CORPORATE HEALTH AND SAFETY POLICY

CORPORATE HEALTH AND SAFETY POLICY. The XYZ Company is committed to a proactive health and safety program aimed at protecting our staff, our property, our clients, the general public and the environment from injury or loss.

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CORPORATE HEALTH AND SAFETY POLICY

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  1. CORPORATE HEALTH AND SAFETY POLICY The XYZ Company is committed to a proactive health and safety program aimed at protecting our staff, our property, our clients, the general public and the environment from injury or loss. Employees at every level are responsible and accountable for the company’s health and safety performance. Active participation by everyone, every day, is necessary for the safety excellence this company expects. Management will set an example and provide leadership in the health and safety program. Management will develop safe work procedures along with the help and input from the employees. Management will provide training and equipment appropriate for the tasks. Management is responsible to monitor and enforce the company policies as described in the Health and Safety Program and Disciplinary Policy. Workers at every level are to be familiar with the requirements of Alberta Human Resources and Employment Occupational Health and Safety Legislation as it relates to their work process. Workers are responsible for following all procedures, with an awareness of health and safety, and cooperating in achieving improved health and safety conditions at the work sites. Our goal is to be a leader in loss control management in our field and provide a healthy, injury free work place for all workers. By working together, in all elements of this program we will achieve this goal. ___________________________ __________________ Senior Officer Date

  2. Corporate Policy on Health and Safety Safety is an integral part of our company’s work. It is part of our operations and is there to protect our employees, visitors, clients and company property, the environment and the public. There are many costs to accidents and unsafe work practices. The greatest costs are human costs. By protecting our employees we are also protecting their friends, families, fellow workers, management, the public and the environment from the far-reaching effects of serious accidents. We are also protecting our ability to continue doing business and employing people. Everyone employed by this company (employees, contractors, sub-contractors) is responsible for maintaining the safety program by understanding their assigned responsibilities. It is the responsibility of all employees to ensure a visitor to their work site is aware of the hazards and assisting them in following all safety rules and regulations. All workers have the right and responsibility to refuse unsafe work. Every employee of the company shall be aware of and understand the legislative requirements, industry standards and company policies and procedures that apply to their work sites. Our goal is a healthy, injury free workplace. Through personal commitment and active participation we can achieve this goal. ________________________________ __________________ Senior Officer Date

  3. CORPORATE HEALTH AND SAFETY POLICYSTATEMENT XYZ COMPANY is committed to promoting safe and healthy working conditions within the company, therefore: It shall be the responsibility of MANAGEMENT to establish and maintain acceptable standards for the work sites, premises, operations and equipment to ensure that physical and health hazards are guarded against or eliminated, and to develop work procedures that will achieve optimum productivity levels without accidents and industrial diseases. Management is responsible to monitor the employee performance. It shall be the responsibility of every SUPERVISOR to ensure that employees are trained in proper work procedures to obtain optimum productivity levels without accidents and industrial disease, and to ensure the observation by employees of proper work procedures and all pertinent rules and regulations. It shall be the responsibility of every EMPLOYEE to follow proper work procedures, to perform duties in a safe manner, to observe all rules and regulations, and to cooperate in creating a safe, healthy and productive working environment. It is the responsibility of EVERYONE to know and understand all legislative requirements as they apply to their work site and job tasks. TOGETHER we will reach these goals. ___________________________________ ____________________ Chief Executive Officer Date

  4. Corporate Health and Safety Policy XYZ Company is committed to the protection from accidental loss of all resources, including employee and physical assets. In fulfilling this commitment to protect both people and property, management will provide and maintain a safe and healthy work environment in accordance with industry standards and in compliance with legislative requirements, and will strive to eliminate any foreseeable hazards which may result in property damage, accidents or personal injury/illness. All employees will be equally responsible for minimizing accidents within our facilities. Safe work practices and procedures will be clearly defined in the Health and Safety Manual for all employees to follow. These practices and procedures will be constantly monitored and enforced. Accidental loss can be controlled through good management in combination with active employee involvement. Safety is the direct responsibility of all managers, supervisors and employees. All management functions will comply with legislative safety requirements as they relate to planning, operation and maintenance of facilities and equipment. All employees will perform their jobs properly in accordance with established procedures and safe work practices. I trust that all of you will join in a personal commitment to make safety a way of life. ______________________________ ____________________ President Date

  5. Assignment of Responsibility and Accountability for Health and Safety Management: • will set an example and provide leadership in the health and safety program; • will provide information, instructions and assistance to all supervisory staff in order to protect the health and safety of all our employees; • will understand and enforce the accident prevention policy as well as the OH&S Legislation as it applies to all areas of the company operations; • will provide all supervisory staff with proper, well maintained tools and equipment as well as personal protective equipment as may be required; • will provide ongoing health and safety training as required by legislation and industry; and • will monitor all departments and projects and will hold them accountable for their individual safety performance.

  6. Assignment of Responsibility and Accountability for Health and Safety Supervisors: • will know and apply the company’s safety policies and procedures and OH&S legislation; • will ensure all employees are trained and educated to company standard and requirements, which included use and care of personal protective equipment; • will advise employees of potential hazardous situations as they relate to their job tasks; • will arrange for medical treatment as required, including appropriate transportation for treatment; • will report all accidents/incidents/near misses/health concerns to senior management immediately; • will take the lead role for accident investigations in their area of responsibility, working with the Safety Coordinator and JWHSC Representative; and • will perform, or ensure a designate performs regular inspections as required in their area of responsibility

  7. Assignment of Responsibility and Accountability for Health and Safety Employees: • are responsible to read, understand and comply with XYZ Company’s Health and Safety policies and safe work practices; • are responsible to wear the appropriate personal protective equipment and clothing for their tasks; • are responsible to report any unsafe, unhealthy condition to their immediate Supervisor immediately; • are responsible to report any near miss, injury, equipment damage accident to their immediate Supervisor immediately and complete the required reports; • are responsible to take every reasonable precaution to protect the safety of themselves, other workers in their area and the general public; • are responsible to attend safety meetings and actively participate in the Health and Safety Program.

  8. Assignment of Responsibility and Accountability for Health and Safety Contractors, Suppliers and Visitors: • are required to cooperate with XZY Company representative in all areas of the Health and Safety Program; • are responsible to report to their contact immediately upon arrival at the work site; and • contractors and visitors will be held accountable to comply with all prescribed safety procedures while at XYZ Company work sites. Sub-contractors: • any person or organization hired to perform work on behalf of XYZ Company is required to complete a sub-contractor orientation; • all sub-contractors and their employees are required to understand and follow XYZ Company Health and Safety Program. Health and Safety Committee: • to conduct regular meetings, record minutes and attendance; • to conduct inspections as assigned; • to assist in workplace investigations; • to promote health and safety in the workplace;

  9. Assignment of Responsibility and Accountability for Health and Safety Senior management/owners are responsible for: • Providing a company safety policy and committing to it; • Ensuring all established policies and procedures are enforced; • Providing information, instruction, and assistance to all supervisory staff; • Providing ongoing training and education programs; • Monitoring departments and projects and holding staff accountable for their individual performance; • Assisting all supervisors with an understanding of accident prevention as well as relevant OHS legislation; and • Setting a good example.

  10. Assignment of Responsibility and Accountability for Health and Safety Supervisors within the organization are responsible for, but not limited to: • Knowing and applying the company policies and relevant OHS legislation; • Ensuring all workers are educated to work in a safe manner and that all protective devices and procedures are utilized; • Advising employees of any potential or actual dangers, how to isolate, prevent and/or remove them; • Arranging for medical treatment of injured employees as required; • Recording and investigating accidents, potential losses and property damage; • Advising management and safety committees on how to prevent similar accidents/incidents in the future; • Becoming involved in safety inspections and carry out on-going inspections within area of responsibility; • Setting a good example and performing work in a safe manner; and • Enforcing all established safety regulations and work methods.

  11. Assignment of Responsibility and Accountability for Health and Safety Employees are responsible for: • Carrying out work in a manner that will not create a hazard; • Assisting the Health and Safety Committee by volunteering to be a member; • Working with the supervisor to help create a safe working environment by making safety suggestions; • Reporting any accidents, incidents, near misses, injuries and/or occupational health concerns immediately to the area supervisor; • Following the company medical and first aid procedures; and • Using the safe work procedures and setting a good example.

  12. OBLIGATIONS OF EMPLOYERS AND WORKERSUNDER THE ALBERTA OCCUPATIONAL HEALTH AND SAFETY ACT 2(1) Every employer shall ensure, as far as it is reasonably practicable for him to do so, (a) the health and safety of (i) workers engaged in the work of that employer, and (ii) those workers not engaged in the work of that employer but present at the work site at which that work is being carried out; and (b) that the workers engaged in the work of that employer are aware of their responsibilities and duties under this Act and the regulations. (2) Every worker shall, while engaged in an occupation, (a) take reasonable care to protect the health and safety of himself and of other workers present while he is working; and (b) cooperate with his employer for the purpose of protecting the health and safety of (i) himself; (i.1) other workers engaged in the work of the employer; and (ii) other workers not engaged in the work of that employer but present at the work site at which that work is being carried out.

  13. EMPLOYEE EVALUATION FORM NAME: _______________________________________________________________ Review Date: ______________________ Last Review Date: __________________ Position/Location: ______________________________________________________ Supervisor: ____________________________ Review Rating: _________________ • Punctuality and time management – consistently arrives at work in time to be dressed and ready to start work on time. Avoids personal business on Company time (telephone, visitors, friends, day dreaming, salesmen etc.). 1 2 3 4 5 • Displays a positive, polite, cooperative attitude towards management and co-workers. Contributes to the overall positive morale of the workplace. 1 2 3 4 5 • Can be called upon in high pressure situations (overtime, evenings, weekends, holidays). 1 2 3 4 5 • Low frequency of “come backs” on work performed. 1 2 3 4 5 5. Places safety (property, equipment, vehicles, self, others) and proper use of safety equipment as a top priority. 1 2 3 4 5 • Conversant with Company policies and/ or procedures. 1 2 3 4 5

  14. Demonstrates stress tolerance and anger control. 1 2 3 4 5 • Demonstrates interpersonal skills – disseminates clear, accurate information to supervisor. 1 2 3 4 5 • Satisfactory attendance record. 1 2 3 4 5 • Ability to effectively troubleshoot and address problems in the assigned area of responsibility. 1 2 3 4 5 • Displays satisfactory work ethics including maintaining a clean, orderly and organized work area. 1 2 3 4 5 • Willingly accepts instruction, suggestions, or direction. 1 2 3 4 5 • Willingly assists co-workers. 1 2 3 4 5 • Participates in staff meetings, offers ongoing constructive suggestions to maximize shop efficiency, improve policies, procedures, etc. 1 2 3 4 5 • Avoids taking excessive liberties such as extended coffee and/ or lunch breaks. 1 2 3 4 5 • Demonstrates a genuine concern for, and promotes a positive Company image and reputation (co-workers, inspectors, public). 1 2 3 4 5

  15. Completes documents accurately and within appropriate time frames. 1 2 3 4 5 • Demonstrates respect, care and concern for company property and equipment. 1 2 3 4 5 • Produces the quality of work expected by the Company for this position. Pays attention to detail – ability to recognize, evaluate, comprehend and prioritize and make rationale decisions with limited supervisory guidance. 1 2 3 4 5 • Produces the quantity of work expected by the Company for this position. 1 2 3 4 5 Supervisors comments and Goals for Next Review:

  16. Employees comments and Goals for Next Review: Supervisor Signature: __________________________________ Date: __________ Employee Signature: ___________________________________ Date: __________

  17. GENERAL HEALTH AND SAFETY RULES AND ENFORCEMENT POLICY All staff are expected to comply with all health and safety rules as well as all of Alberta’s Occupational Health and Safety Regulations. Supervisor’s are expected to set an example and enforce the rules. SPECIFIC RULES: No smoking in fuel area or any designated areas. Safety reflective vests must be worn by all road repair crews, water and sewer line crews and park maintenance crews. Respirators must be worn where any toxic vapors or particles are involved, as per OH&S Regulations and company policies and procedures. Eye protection is to be worn where potential eye hazards exist as per OH&S Regulations and company policies and procedures. Hearing Protection must be worn where required as per OH&S Regulations and company policies and procedures. Hard hats must be worn where there is a risk of head injury as per OH&S Regulations and company policies and procedures. ENFORCEMENT POLICY: Violations of XYZ Company policy, procedures and rules will result in disciplinary action as follows: FIRST OFFENCE: Verbal warning. SECOND OFFENCE: Warning and recorded on employee file THIRD OFFENCE: Three days suspension without pay. FOURTH OFFENCE: Termination NOTE: Use of or reporting to work under the influence of illegal drugs and/or alcohol at the work site will result in immediate dismissal.

  18. Hazard Assessment and Control Policy It is the intent of XYZ Company to provide a healthy and safe work environment for all job tasks that are to be performed. Proper hazard identification and controls will provide employees with proper direction in the safe performance of their duties. All XYZ Company employees required to perform hazardous tasks will receive appropriate instruction and training. Written copies of safe work procedures will be accessible and available to all employees. Whenever a new job task or piece of equipment is implemented or acquired, a hazard assessment will be completed which will assist in the development of adequate controls. A written procedures and proper training will precede the performing of the new task or use of the new equipment. The Supervisors and JWHSC will assist in the hazard assessment and development of the controls. Written procedures will be prepared or revised when any of the following occur: • When new Regulations are implemented that affect a specific written procedure • Inspection reports indicate changes • Incident investigations indicate changes • New specifications are implemented. • First aid records indicate a trend and need • Employee suggestions are received and valid • Safety committee requests changes • Hazard assessments indicate the need for change Supervisors must ensure that all appropriate procedures are available to the workers in their area of responsibility. Workers are expected to follow all applicable procedures and inform supervisors if they have a concern about a procedure.

  19. HAZARD IDENTIFICATION AND ASSESSMENT POLICY This element requires all job tasks within the XYZ Company to be identified, all hazards associated with those tasks identified, analyzed and level of risk applied for each of the identified job tasks. A hazard is defined as anything that places a person’s health and/or safety at risk. Each job task will then be prioritized to determine which job task is the most critical. Once all job tasks have been risk rated and prioritized the appropriate controls must be identified to eliminate or minimize the risk. This formal assessment is to be reviewed and updated annually. The annual Hazard Assessment will be completed as follows: 1. The lead role is taken by the Supervisor for each area , working with the employees under his supervision. 2. Using the assessment forms the team will identify each job task for their area and the hazards associated with those tasks. 3. Risk evaluation will be completed through quantitative measurement using the risk rating guide provided. 4. Each job task risk ratings will be totaled to provide prioritization of the tasks from highest to lowest risk level. 5. Finally the appropriate controls will be identified for each job task which will eliminate or minimize the risks associated with the task. 6. Upon completion of the assessments, the prioritization summary will be updated to ensure appropriate legislative requirements are noted. 7. Supervisors will submit the updated information to the Safety Coordinator to enable the Health and Safety Program to be updated. On-going hazard assessments will be completed as needed on the Hazard Report forms provided and submitted to the area Supervisor when completed, when the hazard has been effectively dealt with the Supervisor is responsible to submit to the Safety Coordinator with supporting documentation showing how the hazard was controlled. All hazard reports must be recorded on the Hazard Control Plan and will be kept on file by the Safety Coordinator.

  20. JOB TASK INDENTIFICATION ANDHAZARD ASSESSMENT POLICY We believe that compiling a job task inventory and identifying the hazards associated with the tasks is an important and necessary part of our Health and Safety program. The tasks will be rated according to the hazards by using a risk rating system. The rating system used will be 1 – 5 with 1 being remote and 5 being extreme. Any task with a total rating of 25 or more will have a job procedure written and implemented. The hazard analysis should be completed by the employees performing the tasks, with assistance from their supervisor. If a job procedure needs to be written, it should also be written with input from the employees. The company will provide leaderships in the process and assist in the writing of the procedures. A prioritization summary will be completed listing the job tasks from highest to lowest and will identify the hazards associated with the task, the level of risk assigned, the controls applied and reference to legislative requirements by referencing the Act and General Safety Regulations. The complete job task and hazard analysis will be reviewed annually to ensure changes to the operation and new tasks are adequately assessed and updated. All employees are encouraged to participate in this process. ___________________________________ ___________________ Senior Officer Date

  21. HAZARD IDENTIFICATIONRISK RATING TABLE LIKELIHOOD: is the probability of a loss when the hazardous event does occur. Five (5) Occurs under normal operating conditions Four (4) Occurs in unusual operating conditions Three (3) May occur if worker is inattentive or equipment poorly maintained Two (2) Only likely in abnormal conditions (ie. Loss of power; incapacitated worker; malicious damage; emergency conditions) One (1) Not likely to happen – remote possibility- only in extreme conditions EXPOSURE: is how frequently the hazardous event presents itself. Five (5) Continuous – one/two times per day Four (4) Frequent – one/two times per week Three (3) Possible – once per month Two (2) Some chance of occurring One (1) Not likely to happen – very remote possibility CONSEQUENCE: is the outcome or result of the hazardous event. Five (5) Catastrophic/disaster – numerous fatalities, chronic health effects, extreme property/equipment damage. Four (4) Very serious – severe injury, serious health effects, damage to equipment/property. Three (3) Serious injury – time loss, medical aid Two (2) Injury – temporary disability, first aid injury, minimal damage. One (1) Insignificant – noticeable, no lost time, recorded.

  22. Risk Rating Values: (5)Extreme - very high riskconsiderchanging or eliminating operations. (4)High - immediate correction required. (3)Medium - substantial risk, controls/correction needed. (2)Low - Risk is acceptable with controls. (1)Remote - not much chance of happening. To calculate risk and determine a risk factor you need to add Likelihood + Exposure + Consequence divide by 3. The resulting figure is the risk value which applies to the above scale. L + E + C = RISK RATING

  23. ON-GOING HAZARD IDENTIFICATION REPORT Date of Report: ________________________________________________________ Time of Report: ________________________________________________________ Name of Identifier: _____________________________________________________ Reported to: ___________________________________________________________ Date and Time: ________________________________________________________ Hazard Description: _____________________________________________________ __________________________________________________________________________________________________________________________________________Name of Witnesses: _____________________________________________________ Additional Comments: ________________________________________________________________________________________________________________________Corrective Measures and Date: ______________________________________________________________________________________________________________________________________________________________________________________ Copies to: Safety Committee YES ( ) NO ( ) Initials ________ Area Supervisor YES ( ) NO ( ) Initials ________ Originator YES ( ) NO ( ) Initials ________ Is this a re-evaluation of a hazard? YES ( ) NO ( ) If YES, why ___________________________________________________________ ______________________________________________________________________

  24. HAZARD IDENTIFICATION WORK SHEET

  25. PRIORITIZATION OF JOB TASKS AND HAZARDS Highest to Lowest by Job TaskWork Area: ________________________________

  26. JOB DESCRIPTION POSITION TITLE: Accounting Clerk RESPONSIBILITIES: • Process accounting files for new cars, body shop, leasing department, etc. • Responsible for cash balancing, banking reconciliations. • Process accounts receivables and collections. • Process accounts payable invoices. • Perform payroll calculations and initiate statutory remittances and reports. • Process receivables from manufacturer; co-op advertising; fleet rebates; warranty claims. • Assist in preparation of monthly statements through reconciliations of various accounts. • Assist in preparing fiscal year-end working papers for auditors.

  27. JOB DESCRIPTION POSITION TITLE: Body Man RESPONSIBILITIES: • Repair damaged body and parts of cars in accordance with manufacturer and dealership specifications. • Examine damaged cars and assist in estimating repair costs. • Operate hand and power tools for repairs. • Take out necessary car parts to gain access to car body fenders (includes: upholstery, accessories, electrical and hydraulic window and seat operating equipment and trim). Operate power tools and hand tools to file, grind and sand completed surfaces. • Remove damaged panels, fenders and grills with wrenches and cutting torch. • Fill depressions with body filler; utilize putty knife. • Weld or bolt replacement parts in position using wrenches or welding equipment. • Straighten distorted car frames using pneumatic frame straightening machine. • Refinish with paint spray gun and sand repaired areas. • Align wheels, bleed hydraulic brake system and aim headlights.

  28. JOB DESCRIPTION POSITION TITLE: Body Shop Manager RESPONSIBILITIES: • Ensure the department has adequate sales to generate profit and control expenditures. • Develop goals and objectives for the department and endeavor to meet them. • Create and manage an annual operating budget for the body shop. • Keep current and comply with federal, provincial and local laws that affect body shop operations. • Establish and maintain good working relationships with customers and insurance adjusters. Maintain customer satisfaction standards. • Recommend purchases of new tools and equipment by keeping abreast of changes. • Direct and schedule the activities of body shop staff in performing body repairs, meeting time commitments, productivity standards and maintaining quality levels. • Ensure parts availability by following up with parts department on orders. • Hire, educate, motivate, guide and monitor the performance of staff. • Break down estimates in parts and labour for Mechanics prior to the start of the job to allow for the proper time. • Conduct meetings with employees to review activities and any concerns. • Provide fair estimates/costs and time requirements for work promptly to customers.

  29. JOB DESCRIPTION POSITION TITLE: Car Jockey RESPONSIBILITIES: • Wash and clean-up new and used vehicles. • Match serial numbers of incoming cars against invoices. • Re-arrange cars to maximize space and maintain car lot following a sale. • Register and store keys.

  30. JOB DESCRIPTION POSITION TITLE: Cashier RESPONSIBILITIES: • Collect cash, credit card payments and cheques from customers and staff for payment of goods and services; record the amounts received. • Prepare the customer’s bill (invoice) using the dealership’s computer system. • Issue receipts to customers. Prepare change and cash cheques. • Provide cash refunds or issue credit memorandums to customers for returned goods. • Record/balance totals shown on cash register tapes or computer records; ensure invoice amounts and payment methods match and are correct; verify cash on hand to float. • Look after customer complaints with integrity and confidence and refer clients to the proper individuals. • Direct customers who have additional questions or concerns to the service advisor or other appropriate individual. • Record work order numbers so that all invoices are accounted for. • Ensure that invoices are not more than 7 days old or held back. • Close out work orders at month end to reduce the work-in progress list. • Operate credit card machines, and verify balances at end of day. • Advise manager immediately of any cash shortages, whether reconciled or not.

  31. JOB DESCRIPTION POSITION TITLE: Cleaner / Lot Maintenance RESPONSIBILITIES: • Maintain clean and safe working surroundings for all dealership employees and customers, both inside and outside the dealership. • Sweep shop floors in the service department, body shop, halls, designated offices and vending areas. • Empty all trash drums both inside and out. • Scrub floors when feasible. • Assist Mechanics with oil and water spills and emptying drain tubs. • Correctly dispose of used oil filters after draining. • Clean hand rails in shop. • Pick up rages. • Clean yard equipment. • Advise management of any conditions that may be hazardous to customers and /or employees. • Advise purchaser of maintenance supplies that are required. • May assist with minor building maintenance repairs, such as replacing light bulbs, etc.

  32. JOB DESCRIPTION POSITION TITLE: Clean-up Person RESPONSIBILITIES: • Clean and refurbish new and used automobiles including upholstery, rugs and car surfaces using vacuum cleaner, cleaning agents, devices and applications. • Clean engine and compartments with steam cleaning equipment and various cleaning items to remove grease and grime. Apply special purpose cleaners to remove foreign materials if other cleaning procedures fail to do . • Wash car exterior, using cleaning solution, water, cloths and brushes. • Apply wax to auto body, wipe or buff using cloth or buffing machine to protect and preserve shine. • Apply preservation agents and revitalizers to vinyl tops of cars by applying dyes and reconditioning chemicals. • Pain engine components and parts with spray gun or aerosol can and masking materials. • Touch up chipped body surfaces with paint.

  33. JOB DESCRIPTION POSITION TITLE: Control Tower Operator RESPONSIBILITIES: • Regulate the flow of service work through the department and ensure quality repairs at a fair price. • Keep up a dealership-prescribed standard for “hours per customer repair order written.” • Schedule shop work as efficiently as possible in accordance with dealership policy. • Plan maintenance of service vehicles and equipment. • Assign work to Mechanics. Ensure warranty material disposition procedures are followed by Mechanics. • Verify hard copies turned in by Mechanics to make sure assigned work has been completed and repair orders have been properly filled out. • Spot-check repairs to assure quality and timely completion. • Open and close repair orders. • Look after routine complaints and accommodate jobs that require one hour or less. Recommend adjustments greater than one hour to the Service Manager. • Coordinate parts requirements with the parts department. • Ensure that repair orders are closed out on a timely basis.

  34. JOB DESCRIPTION POSITION TITLE: Data Entry Clerk (Parts Department) RESPONSIBILITIES: • Place daily parts orders. • Help Parts Manager process weekly stock orders. • Make sure unused foreign parts are sent back to vendors. • Make certain credits are received for returned merchandise. • Discharge returned parts from inventory after credits are received, subject to manufacturer's restrictions. • Supply necessary information to the warranty department to allow prompt filing of parts warranties. • Approve and forward matched purchase orders and invoices to Accounting Department on a timely basis. • File company copies of parts counter invoices. • Tally weekly time cards and forward to Office Manager. • Assist counter people with verification of insurance and credit card processing. • Bring parts master files up-to-date with tapes supplies by computer company. • Assist in preparing for annual (or more frequent) parts inventory.

  35. JOB DESCRIPTION POSITION TITLE: Fleet Manager RESPONSIBILITIES • Order vehicles for Fleet accounts, and consult with General Manager/General Sales manager if sold out or out of stock. • Comprehend, keep current and comply with federal, provincial and local laws. • Hire, educate, motivate, guide and evaluate the performance of fleet sales staff (if applicable). • Direct and schedule the activities of department staff. • Conduct training sessions as directed by the General Manager. • Generate sales by acquiring new fleet accounts. • Produce a file and all necessary documents for the Accounting Department to process each deal. • Obtain payment when vehicles are delivered, or get necessary documents signed if payment is to come within a specified time period.

  36. JOB DESCRIPTION POSITION TITLE: General Manager RESPONSIBILITIES: • Accountable FOR the successful operation of the dealership (eg. Asset management, cash management, profitability, growth, etc. ) • Plan the dealership operations for the coming year and report proposals to the owner/stockholders for authorization. • Organize the activities of all departments through planning and motivating to accomplish objectives. Implement changes when required. • Review and recommend enhancements for each department manager’s monthly forecasts and plans. • Communicate management’s policies and procedures to all staff and ensure that they are comprehended and followed. • Conduct management meetings. • Organize duties with the business office to make certain that all records and analyses are properly maintained. • Resolve any client questions, concerns or complaints that line management has not been successful at doing. • Establish high level of quality and teamwork among departments. Ensure that every department works amicably and generates income through effective delegation and control. • Take responsibility for the personnel functions including: interviewing and hiring procedures, training, measuring and evaluating performance, recognizing accomplishments, and termination of employment. Analyze and approve the ]salary and bonus/incentive plans for all employees. • Ensure that all departments are adhering to municipal by-laws, as well as federal and provincial statutes and regulations.

  37. JOB DESCRIPTION POSITION TITLE: General Sales Manager RESPONSIBILITIES: • Ensure dealership obtains its objectives (including meeting quotas, and profits) through planning, organizing, coordinating and measuring the activities of the new and used car sales departments. • Establish yearly and monthly forecasts in terms of gross profit objectives, department profits and unit sales. • Recommend procedures for short/long range sales promotions, advertising, staffing requirements, lease promotions, customer concerns, compensation plans, personnel evaluations and car rentals. • Ensure that standards are maintained for merchandising, displaying and maintaining new and used cars. • Critique the monthly commission sheets, productivity reports, salespeople’s monthly forecasts and profit performance. • Predict with each salesperson monthly number and type of customers coming into the dealership, closing percentages in each category, prospecting efforts, time utilization, unit sales and projected income to establish objectives. • Provide on-the-job training for sales people. Develop sales managers who are capable of achieving sales and profit objectives of the dealership. • Keep up a balanced car inventory and establish a program for moving new cars in inventory over a specified number of days. • Ensure that all salespeople are licensed according to government regulations before they sell vehicles, and that they possess a valid driver’s license. • Other duties as per New/Used Car Sales Managers.

  38. JOB DESCRIPTION POSITION TITLE: Leasing Representative RESPONSIBILITIES: • Sell car leasing services to businesses and individuals in accordance with set profit and customer satisfaction guidelines. • Call on potential customers to stimulate interest in establishing or expanding car leasing programs. • Illustrate to customers the concept of leasing and how they can benefit from reduced capital expenditures, tax savings, etc. • Recommend the style (and number, if a fleet) of car needed to perform the job satisfactorily with the least expense. • Calculate leasing charges, based on such factors as length of contract, relevant taxes and anticipated mileage. • Prepare and issue leasing contracts to the appropriate party. • Promote a better understanding of the leasing concept among sales people and other dealership staff. • Aid in the development of advertising campaigns.

  39. JOB DESCRIPTION POSITION TITLE: Leasing Secretary RESPONSIBILITIES: • Designate a lease unit and customer number to each lease, and record information. • Prepare and complete all license documentation for leased vehicle. • Attach pertinent documents to lease agreements (eg. Insurance verification, pre-authorization bank form, customer deliver receipt, etc.). • Type correspondence for leasing department, and handle telephone inquiries as required. • Prepare and mail monthly leasing statements and invoices. • File leasing documents and records. • Prepare financial leasing documents. • Prepare invoices for security deposits, monthly leasing costs, and license fees.

  40. JOB DESCRIPTION POSITION TITLE: Lot Foreman (New Cars) RESPONSIBIL.ITIES: • Verify receipt of new cars delivered to the dealership and park in the car lot. Sign and date bill of lading (delivery receipt). • Examine cars to detect damage and confirm the presence of noted accessories on the invoice (spare tires, radio and stereo equipment). • Record damage descriptions and note missing items on delivery report, necessary to claim for damages from the mamufacturer. • Register and store keys. • Transfer sold cars to the new car preparation department. • Service cars in storage to protect battery, tires and finish against damage. • Guard against theft of vehicles, tires and other items. Install locking wheel nuts, etc. • Assist in dealer trade deliveries. • May match serial numbers of incoming cars against invoices.

  41. JOB DESCRIPTION POSITION TITLE: Lot Foreman (Used Cars) RESPONSIBILITIES: • Keep used cars in good working order; move and clean them as needed. • Clean exterior and interior of new and used cars, including the trunk and glove compartments. • Clean and change spark plugs. • Repair and change tires. • Replace windshield wiper blades and arms. • Pump up fluids for battery, crankcase, radiator, transmission and brakes. • Change batteries. • Obtain parts from parts department. • Pick up cars from and deliver cars to customers. • Maintain the used car lot in a neat and orderly manner, mover cars as directed by the Used Car Sales Manager in accordance with dealership display standards.

  42. JOB DESCRIPTION POSITION TITLE: Lube Technician RESPONSIBILITIES: • Lubricate all moving car parts with specified lubricants. • Operate hand or compressed air powered grease gun to inject grease into units (springs, universal joints and steering knuckles). • Use spray gun to spray leaf springs with lubricant. • Inspect fluid levels of steering gear, power steering reservoir, transmission, differential shackles and rear axle housings. • Drain oil from crankcase and replenish with required amount. • Replace air and oil filters. • Add water to radiator and battery. • Assess air pressure of tires.

  43. JOB DESCRIPTION POSITION TITLE: Mechanic RESPONSIBILITIES: • Perform car maintenance and repairs as assigned in accordance with dealership and manufacturer’s standards. • Obtain repair orders from Control Tower Operator and take to stall area. • Perform work as noted on repair order with accuracy and efficiency in accordance with dealership and factory standards. • Diagnose the source of any malfunction and perform repair. • Communicate with parts department to obtain needed parts. • Save and tag parts if requested by the customer or if the job is under warranty. • Examine the car to determine if additional safety or service work is needed. • Notify Service Advisor immediately if further work is necessary, if work outlined is not needed, or repairs cannot be completed within the time allotted. • Document work performed. • Road-test cars to quality check work performed or refer to Shop Foreman. • Supervise work of any assigned Apprentice Mechanics. • Attend factory-sponsored training sessions. • Maintain shop area in a neat and orderly manner. Account for all dealership owned tools.

  44. JOB DESCRIPTION POSITION TITLE: New Car Sales Manager RESPONSIBILITIES: • Assist the General Manager/General Sales Manager in the operation of the new car department. Establish department objectives and pursue them through planning, organizing, controlling and measuring performance. • Prepare and manage an annual operating budget for the new car sales department. • Work with the General Manager/General Sales Manager in forecasting controllable expense items for the new car department. • Comprehend, keep current and comply with federal, provincial and local laws that affect new car sales. • Advise the General Manager/General Sales Manager of inventory to be carried by color, model and options based on customer research and market analyses. • Aid in the development of advertising campaigns and other promotions, and monitor their effectiveness. • Hire, educate, motivate, guide and evaluate the performance of staff. Direct salespeople in setting their objectives on a short/long range basis. • Communicate dealership policies and procedures to new car sales people to ensure they are understood and followed. Conduct daily and weekly sales training sessions. • Ensure that all salespeople are licensed according to government regulations before they sell vehicles, and that they possess a valid driver’s license. • Monitor the efforts of new car sales people to improve the image and customer satisfaction ratings of the dealership. • Assist sales people in closing deals when necessary.

  45. JOB DESCRIPTION POSITION TITLE: New Car Salesperson RESPONSIBILITIES: • Sell new cars to make dealership profit, increase volume and maintain customer satisfaction. • Relate objectives and planned activities to the New Car Sales Manager and analyze and review performance to date. • Examine and analyze actions continually (day, week, month, year) to confirm how to better utilize time and plan more effectively. • Understand the automobile industry terminology and keep abreast of technological changes in the product. • Stay on top of new products, features, accessories, etc., and their benefits to customers. • Recognize that business is built on customer satisfaction and apply oneself to ensuring customer satisfaction. • Identify each client’s car requirements by asking questions and listening. Demonstrate new cars. • Deliver new cars to customers. Ensure the customer understands the operating features, warranty conditions and all related documents to establish customer loyalty. • Maintain an owner follow-up and prospect development system to encourage repeat, referral and new business. • Acquaint customers with service department personnel to emphasize the quality and efficiency of the dealership’s operations. • Deposit cash and cheques with cashier immediately, and provide receipts.

  46. JOB DESCRIPTION POSITION TITLE: Office Manager RESPONSIBILITIES: • Represent the financial status of the organization; implement systems and controls. • Prepare daily bank deposits and cash reports. • Replenish cash boxes and petty cash and reconcile the accounts. • Publicize Mechanics’ time records daily. • Coordinate work with office staff to ensure timely completion of assigned tasks. • Ensure that the payroll is prepared on a timely basis, handle all related duties and maintain the records. • Prepare all related tax documents including: reports, deposits and returns in a timely and accurate manner. • Oversee the payables function: post invoices, prepare cheques, and reconcile statements. • Notify staff of additions and changes to inventory for both the computer and manual stock records. • Manage charge-back program for late charges to inventory. • Prepare detailed reports on sales commissions and charge backs. • Handle end-of-month accounting reports. • Administer employee payments for the health and life group benefits programs.

  47. JOB DESCRIPTION POSITION TITLE: Painter RESPONSIBILITIES: • Operate cone, disk or nozzle type electrostatic painting equipment; spray negatively charged paint particles onto positively charged work pieces. • Mix paint according to specifications; use viscometer to regulate consistency regarding changes in atmospheric conditions. • Set switches and dials to begin flow current and start conveyer and paint spraying equipment. • Control paint flow to each spray station by turning valves and observing gauges to set pressure. • Maintain specified temperature in paint tanks by adjusting thermostat. • Examine painted units for sags, runs and unpainted areas. Readjust pressure valves to control direction and pattern of spray to correct mistakes. • Cover untreated areas with hand spray or by applying rust preventative. • Clean paint from booth walls, ceiling, conveyor hoods/grid, disks, cones, spray heads and hoses with a brush and solvent.

  48. JOB DESCRIPTION POSITION TITLE: Parts Clerk / Shipping & Receiving RESPONSIBILITIES: • Aid mechanics in determining parts required for repairs in process. • Confirm with Shop Foreman on needed parts for a repair and customer commitment to the repair prior to ordering out-of-stock items. • Notify Shop Foreman and customer that parts have been received. • Verify information on bills of lading, invoices, orders and other records by counting, weighing, or measuring items both in and outgoing shipments. • Decide shipping method utilizing knowledge of shipping procedures, routes and rates. • Affix shipping labels or stencils identifying information on packed cartons. Post weights and shipping charges. • Insert items into containers using fillers, protective padding and spacers. • Bind containers with metal tape (using strapping machine) and nail covers on wooden crates. • Unload and examine incoming shipments; record shortages and put aside damaged items; communicate with shipper to correct damages and shortages. • Guide others in receiving incoming shipments and preparing outgoing orders. Maintain inventory of shipping materials and supplies. Take in unsold products returned by Parts Driver. • Assist with phones in the department when front counter is busy.

  49. JOB DESCRIPTION POSITION TITLE: Parts Driver RESPONSIBILITIES: • Pick up and deliver parts and equipment to the dealerships. • Coordinate orders to be picked up from customers, satellite stores or vendors with the Parts manager, parts department staff and/or the Parts Shipping/Receiving Clerk. • Obtain recipient’s signature upon delivery and maintain a log of delivery times. • Unload truck each night; hand in all documents and undelivered parts. • Maintain basic upkeep of the truck; check oil with each fill-up, ensure truck is lubricated monthly and have annual safety inspections done prior to their due time.

  50. JOB DESCRIPTION POSITION TITLE: Parts Manager RESPONSIBILITIES: • Responsible for inventory control, purchasing, pricing, merchandising, displaying, advertising and staff resources for parts department. • Set goals and objectives for department. • Prepare and govern an annual operating budget for the parts department. • Coordinate with Service Manager and Body Shop Manager to ensure parts are available as needed. • Understand, keep on top of ,m and comply with federal, provincial and local laws that affect parts sales. • Ensure all parts received are properly costed; and returned parts are correctly credited. • Hire, educate, motivate, guide and evaluate the performance of parts department. Direct and schedule the activities of department staff. • Conduct daily and weekly training sessions as directed by the General Manager. Oversee the work of personnel to enhance the image and customer satisfaction of the dealership. • Maintain inventory of all parts. Coordinate with the manufacturer on needed parts. Create procedures and forms to keep track of parts inventory; monitor data keyed in to computer system. • Ensure that maximum use is made of factory stock orders and factory return privileges. • Negotiate pricing with vendors to obtain parts. • Return and reduce parts inventory over 9 – 12 months old.

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