HomeMy WebLinkAboutAgenda - 09-06-2022; 8-l - Orange County Transportation Services - Agency Safety Plan Update 1
ORANGE COUNTY
BOARD OF COUNTY COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 6, 2022
Action Agenda
Item No. 8-1
SUBJECT: Orange County Transportation Services - Agency Safety Plan Update
DEPARTMENT: Orange County Transportation Services
ATTACHMENT(S): INFORMATION CONTACT:
1. 2022 Agency Safety Plan Nishith Trivedi, 919-245-2582
PURPOSE: To approve the updated Orange County Transportation Services (OCTS) Agency
Safety Plan (ASP).
BACKGROUND: OCTS reviews and updates the ASP annually and implements the changes within
the plan. The North Carolina Department of Transportation (NCDOT) and Federal Transit Agency
(FTA) will review the ASP after the Board of Commissioners (BOCC) approves (e.g. self-certifies)
the ASP. OCTS requires this self-certification in order to submit the ASP to NCDOT and FTA for
review. The self-certification consists of the Director reviewing, approving and submitting to the
BOCC for approval. Necessary updates outside the annual update window will be handled as ASP
addenda, which will be incorporated into the body of the ASP during the next review cycle.
With recent improvements to Orange County public transit services, OCTS staff implemented the
following public process to update the ASP:
• July 20, 2022 — The Orange Unified Transportation Board (OUTBoard) received current 2022
ASP and provided comments
• July 31, 2022 — OCTS Safety Committee approved the 2022 ASP
• August 17, 2022 — OUTBoard unanimously recommended the BOCC approve the ASP
• September 6, 2022 — Proposed BOCC Action
FINANCIAL IMPACT: There is no immediate financial impact associated with this item.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is applicable to this
agenda item:
• GOAL: ESTABLISH SUSTAINABLE AND EQUITABLE LAND-USE AND
ENVIRONMENTAL POLICIES
The creation and preservation of infrastructure, policies, programs and funding necessary for
residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
ENVIRONMENTAL IMPACT: There are no Orange County Environmental Responsibility Goal
impacts associated with this item:
RECOMMENDATIONS: The Manager recommends that the BOCC approve the 2022 Agency
Safety Plan (Attachment 1).
Orange County Transportation Services
Agency Safety Plan
F
- YP
2022
Orange County Transportation Services
Orange County, NC
9/6/2022
3
Orange County Transportation Services Agency Safety Plan
The Agency Safety Plan addresses all applicable requirements and
standards as set forth in FTA's Public Transportation Safety Program
and the National Public Transportation Safety Plan.
Orange County Public Transportation System
Safety Program Plan Revisions
Section Revision Date
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Orange County Transportation Services Agency Safety Plan
TABLE OF CONTENTS
I. Agency Information....................................................................................................................4
II. Plan Development, Approval and Updates..................................................................................5
III. Safety Performance Targets........................................................................................................6
IV. Staff and Public Process..............................................................................................................8
V. Safety Management Policy.........................................................................................................9
VI. Safety Risk Management..........................................................................................................13
VII. Safety Assurance......................................................................................................................18
VIII.Safety Promotion.....................................................................................................................20
IX. Risk Reduction Program ...........................................................................................................23
X. Additional Information.............................................................................................................25
XI. Definitions in ASP.....................................................................................................................26
XII. List of Acronyms.......................................................................................................................28
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Orange County Transportation Services Agency Safety Plan
I. Agency Information
Transit Agency Name Orange County Public Transportation
Transit Agency Address 600 NC Highway 86 Hillsborough, NC 27278
Name and Title of
Accountable Executive Nishith Trivedi, Orange County Transportation Services Interim Director
Name of Chief Safety Benjamin Clark, Transportation Administrator
Officer or SMS Executive
Mode(s) of Service Bus List All FTA Funding Types 5307. 5339, 5310, 5311
Covered by This Plan (e.g., 5307, 5310, 5311)
Mode(s) of Service
Provided by the Transit Fixed Route Bus Transit, Complimentary Paratransit, Demand Response,
Micro-Transit (Mobility-on-Demand)
Agency(Directly operated
or contracted service)
Does the agency provide Yes No Description of Coordinate regional transit needs in
transit services on behalf of ® Arrangement(s) partnership with Go Triangle, Chapel
another transit agency or Hill Transit (CHT) and Piedmont
Authority on Regional Transportation
entity? (PART)
Orange County Transportation Services provides demand response
Description of Services services and operates three fixed routes with complimentary paratransit
and Mobility-on-Demand.
The Agency Safety Plan addresses all applicable requirements and standards as set forth in FTA's Public
Transportation Safety Program and the National Public Transportation Safety Plan.
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Orange County Transportation Services Agency Safety Plan
II. Plan Development, Approval and Updates
Name of Entity That Orange County Transportation Services
Drafted This Plan
Signature by Signature of Accountable Executive Date of Signature
the
Accountable
Executive
Name of Individual/Entity That Approved Plan Date of Approval
Approval by Orange County Board of County
the Orange
County Board Relevant Documentation (title and location)
of County
Commissioner Governing Body Adopting Resolution
Name of Individual/Entity That Approved Plan Date of Certification
Certification of
Compliance Relevant Documentation (title and location)
Version Number and Updates
Version Section/Pages Reason for Change Date Issued
Number Affected
1 All New Document
Annual Review and Update of the Public Transportation Agency Safety Plan
OCTS management will review the ASP annually, update the document as necessary, and
implement the changes within a timeframe that will allow the agency to submit the annual self-
certification of compliance in a timely manner and no later than July 15. Annual self-certification
will consist of the Executive Director reviewing, approving and signing the document and
submitting to the OCTS Board for their approval. Necessary updates outside the annual update
window will be handled as ASP addenda which will be incorporated in the body of the ASP. The
OCTS ASP updates will be shared with the relevant MPOs, FTA and NCDOT.
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Orange County Transportation Services Agency Safety Plan
III. Safety Performance Targets
Performance Measures:
SAFETY PERFORMANCE MEASURE: FATALITIES (total number of reportable fatalities and rate per
total vehicle revenue miles by mode).
o Customers, employees and the public
o DATA— Fatalities by mode and Revenue miles by mode
SAFETY PERFORMANCE MEASURE: INJURIES (total number of reportable injuries and rate per total
vehicle revenue miles by mode)
o Customers, employees and the public
o DATA—Accidents with injuries by mode DATA— Revenue miles by mode
o SAFETY PERFORMANCE MEASURE: SAFETY EVENTS (total number of reportable events and rate
per total vehicle revenue miles by mode)
• Combined above with reportable incidents for customers, employees and the public
• DATA—Safety incidents by mode and Revenue miles by mode
• DEFINE—Safety incident vs. other incidents
o SAFETY PERFORMANCE MEASURE: SYSTEM RELIABILITY (mean distance between major
mechanical failures by mode)
• Relationship with TAM Plan —State of Good Repair (SGR) by mode
• DATA— Definition of system SGR in TAM
• DATA—Annual target data by mode
• DATA— Reference to TAM plan policies impacting system reliability
• DATA— Include annual System Reliability
• DATA— Revenue miles by mode
• DATA— Major mechanical failure by mode with dates
• DEFINE— Major mechanical failure
o Towed from service
o Greater than $X of repairs
o Greater than X days out of service
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Orange County Transportation Services Agency Safety Plan
Safety Performance Targets
Specify performance targets based on the safety performance measures established under the
National Public Transportation Safety Plan.
Fatality Safety
Mode of y Injuries Events
SafetyTransit Fatalities (per look Injuries (per look Event (per look Reliability Syste
Service VRM) VRM) VRM)
Fixed Route 0 0 1 1 1.5 1.5 2
Bus
Demand
Response 0 0 1 1 1.5 1.5 2
Safety Performance Target Coordination
The Accountable Executive and Board of Directors shares the OCTS ASP, including safety
performance targets with the North Carolina Department of Transportation (NCDOT),
Burlington/Graham MPO and Durham Chapel Hill Carrboro MPO, year after the board have
adopted the plan and OCTS staff have assured that its content has met the requirements of CFR
49, part 673; Public Transportation Agency Safety Plan.
Targets State Entity Name Date Targets Transmitted
Transmitted Integrated Mobility Division NCDOT
to the State
Metropolitan Planning
Targets Organization Name Date Targets Transmitted
Transmitted Burlington/Graham Urban Area MPO
to the
Metropolitan
Planning Durham Chapel Hill Carrboro MPO
Organization
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Orange County Transportation Services Agency Safety Plan
IV. Staff and Public Process
Staff Involvement
The ASP contains feedback received from front line workers (e.g., drivers and dispatchers) along with
operation and leadership staff. Drivers filled out a survey (Appendix) and participated in periodic
staff meetings with leadership. Survey results are highlighted below:
• Communicating the purpose and benefits of the Safety Management System (SMS) to all
managers, supervisors, and employees.
Public Process
The ASP was approved through a public process using the following steps:
• July 20, 2022 - Original ASP presented to Orange Unified Transportation Board (OUTBoard).
o Each OUTBoard meeting is open to the public, no comments were received by OUTBoard on
the ASP.
• August 17, 2022— Revised ASP presented to OUTBoard for recommendations to BOCC
• September 2, 2022 — BOCC action
Driver Feedback
Hard copies of the 2022 Agency Safety Plan were provided to the driver's breakroom. Drivers were
encouraged to review the plan and provide any feedback.
• No comments were received from drivers during this update.
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Orange County Transportation Services Agency Safety Plan
V. Safety Management Policy
Safety Management Policy Statement
The Orange County Board of County Commissioners and Transportation Services Director strive to
provide a safe environment for employees, customers and guests of OCTS facilities and services.
OCTS aims to support a robust safety culture, and achieve a high level of safety performance. We
also work to ensure that all employees are provided with adequate and appropriate safety
information and training. We have established safety performance targets to help us measure the
overall effectiveness of our processes.
OCTS is committed to the following safety objectives:
• Communicating the purpose and benefits of the Safety Management System (SMS) to all
managers, supervisors, and employees.
• Providing a culture of open reporting of all safety concerns, ensuring that no action will be taken
against any employee who discloses a safety concern through OCTS's Employee Safety
Reporting Program (ESRP), unless such disclosure indicates, beyond any reasonable doubt, an
illegal act, gross negligence, or a deliberate or willful disregard of regulations or procedures.
• Identifying hazardous and unsafe work conditions and analyzing data from all sources. (After
analyzing provided data, the OCTS Safety Committee will develop processes and procedures to
mitigate safety risk to an acceptable level.)
• Establishing safety performance targets that are realistic, measurable, and data driven.
Continually improving our safety performance through management processes that ensure
appropriate safety management action is taken and is effective
Safety Management Policy Communication
Employee engagement is crucial to a functioning Safety Management System (SMS).
Communication is in place to enable awareness of OCTS safety objectives/safety performance
targets as well as to provide on-going safety communication up, down, and across the organization.
Management proactively engages employees and works to keep the lines of safety communication
honest and open. All employees are made aware of the importance of OCTS's SMS through the
distribution of OCTS's Safety Management Policy Statement to each employee. OCTS also posts
copies of the Safety Management Policy Statement in all facilities.
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Orange County Transportation Services Agency Safety Plan
Employee Safety Reporting Program (ESRP)
OCTS is committed to the safest transit operating standards possible. To achieve this, it is imperative
that OCTS have uninhibited reporting of all incidents and occurrences which may compromise the
safe conduct of our operations.To this end, every employee is responsible for the communication of
any information that may affect the integrity of transit safety. OCTS encourages employees who
identify safety concerns in their day-to-day duties and to report them to senior management in good
faith without fear of retribution.
OCTS encourages participation in the ESRP by protecting employees that report safety conditions in
good faith. However, OCTS may take disciplinary action if the safety report received by OCTS is from
a source other than the employee,or involves an illegal act,gross negligence, or a deliberate or willful
disregard of promulgated regulations or procedures.
Authorities,Accountabilities,and Responsibilities
Accountable Executive
The Transportation Services Director serves as OCTS's Accountable Executive with the following
authorities, accountabilities, and responsibilities under this plan:
• Responsible for ensuring an SMS culture for OCTS operations employees
• Controls and directs human and capital resources needed to develop and maintain the ASP and
SMS and has ultimate responsibility for carrying out the Public Transportation Agency Safety Plan
of a public transportation agency;
• Responsibility for carrying out the agency's Transit Asset Management Plan; and
• control or direction over the human and capital resources needed to develop and maintain both
the agency's Public Transportation Agency Safety Plan, in accordance with 49 U.S.C. §5329(d), and
the agency's Transit Asset Management Plan in accordance with 49 U.S.C. § 5326
• Designates a Chief Safety Officer who reports directly to the Accountable Executive
Chief Safety Officer or SMS Executive
The Accountable Executive designates the Director of Commuter Operations as OCTS's Chief Safety
Officer. The Chief Safety Officer has the following authorities, accountabilities, and responsibilities
under this plan:
• Promotes safety awareness throughout the organization ensuring that safety management has a
high priority;
• Ensures that ASP documentation is current and accessible to all employees, communicating
changes to all personnel;
• Monitors the effectiveness of safety mitigations;
• Provides Safety Risk Management advice and supports the Executive Director and personnel who
conduct and oversee Safety Assurance activities.
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Orange County Transportation Services Agency Safety Plan
Agency Leadership and Executive Management
Agency Leadership and Executive Management also have authorities and responsibilities for day-to-
day SMS implementation and operation of OCTS's SMS under this plan. OCTS Agency Leadership and
Executive Management include:
• Transportation Administrator
• Transit Operations Manager
• Transit Operations Supervisor
OCTS Leadership and Executive Management personnel have the following authorities,
accountabilities, and responsibilities:
• Participate as members of OCTS's Safety Committee as called upon;
• OCTS Safety Committee: Reported safety hazards are evaluated by the Safety Committee. Safety
Committee members include the Chief Safety Officer, Operations Manager, Safety/Training
Manager and the Field Operations Specialist.
• Oversee day-to-day operations of the SMS in their departments;
• Provide subject matter expertise to support implementation of the SMS as requested by the
Accountable Executive or the Chief Safety Officer.
The Safety/Training Manager has the following additional authorities, accountabilities, and
responsibilities:
• Provides safety related training to employees;
• Maintains full knowledge of all standard and safety operating procedures;
• Ensures that employees make safety a primary concern when on the job;
• Listens and acts upon any safety concerns raised by OCTS staff;
• Oversees day-to-day implementation and operation of OCTS's SMS; and
• Maintains OCTS's Safety Event Log.
The Transit Operations Manager has the following additional authorities, accountabilities, and
responsibilities:
• Monitors OCTS's Safety Event Log and analyzes trends in hazards, occurrences, incidents, and
accidents to maintain OCTS's Critical Asset Vulnerability Action Report as part of Safety Risk
Management (SRM); and
• Identifies substandard performance in OCTS's SMS and develops action plans for approval by the
Accountable Executive.
• Chairs the OCTS Safety Committee and coordinates quarterly meetings.
Key Staff
OCTS relies on Dispatch/Supervisors, Operators and Mechanics Technicians as front- line safety
personnel take part in monthly Safety Meetings in support of the SMS:
• Safety Committee: All Safety Events are discussed as well as any activities that have been put in
place to prevent future occurrences. Facility inspections and any hazards identified are also
discussed. This committee's members include the Safety/Training Manager (chair), at least one
Dispatch/Supervisor and one or more of the Transit Operators and Mechanics.
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Orange County Transportation Services Agency Safety Plan
•
All-Employee Safety Meetings: A permanent agenda item in monthly All- Employee Safety
Meetings is dedicated to safety. Safety issues are discussed and documented. Hazard reports and
mitigations will be shared, safety topics will be brought up for open discussion, further feedback
solicited, and hazard self-reporting further encouraged.
Safety Training
Transit Operations Manager and Supervisor are certified by the Community Transportation
Association of America (CTAA) and provide the following list of training to all transit operators:
• Passenger Assistance Safety and Sensitivity (PASS)
• Wheelchair Securement
• MDT Tablet
• PASS safety
• Ecolane
• DA, Ambulatory
• Non Ambulatory
• Passenger Safety
• Service Animal
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Orange County Transportation Services Agency Safety Plan
VI. Safety Risk Management
Safety Risk Management Process
OCTS uses the SRM process as a primary method to ensure the safety of our operations, passengers,
employees, vehicles, and facilities. It is a process whereby hazards and their consequences are
identified, assessed for potential safety risk, and resolved in a manner acceptable to OCTS's
leadership.OCTS's SRM process allows us to carefully examine what could cause harm and determine
whether we have taken sufficient precautions to minimize the harm, or if further mitigations are
necessary.
OCTS's Operations Manager leads OCTS's SRM process, working with OCTS's Safety Committee to
identify hazards and consequences, assess safety risk of potential consequences, and mitigate safety
risk. The results of OCTS's SRM process are documented in our Critical Asset Vulnerability Action
Report and Assessment Log and referenced materials.
Safety Hazard Identification
Establishing effective hazard identification programs is fundamental to safety management at OCTS.
Hazard identification can be reactive or proactive in nature. Occurrence reporting, incident
investigation and trend analysis are essentially reactive.Other hazard identification methods actively
seek feedback by observing and analyzing day-to-day operations. Common hazard identification
activities include:
• Safety audits and inspections of vehicles and facilities;;
• Safety event and incident investigation and reporting;
• Review of vehicle camera footage;
• Results of training assessments;
• Review of performance data and safety performance targets;
• Observations from supervisors;
• Maintenance reports;
• OCTS ESRP
• Safety Committee, Drivers' and other staff meetings
• Evaluating safety related comments from customers and passengers;
• Federal Transit Administration (FTA) oversight
The practice of reporting and learning from accident precursors (drive-cam) is a valuable
complement to other hazard identification practices. To be successful, hazard identification must
take place within a just safety culture. Accident precursors are not only an opportunity to identify
potential hazards, but also for supervisors to coach operators through various safety situations.
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Orange County Transportation Services Agency Safety Plan
When a safety concern is observed by OCTS personnel it is reported to OCTS's Operations Manager—
these reports are made in accordance with OCTS's employee reporting policy. OCTS's Operations
Manager also receives customer comments related to safety, and the dispatch daily Operations Log.
OCTS's Operations Manager reviews these sources for hazards and documents them in OCTS's
Critical Asset Vulnerability Action Report.
OCTS's Operations Manager also may enter hazards into the Critical Asset Vulnerability Action Report
based on their review of OCTS's operations and maintenance,the results of audits and observations,
and information received from FTA and other oversight authorities, as well as the National
Transportation Safety Board.
OCTS's Operations Manager may conduct further analyses of hazards and consequences entered
into the Critical Asset Vulnerability Action Report to collect information and identify additional
consequences and to inform which hazards should be prioritized for safety risk assessment.
OCTS's Operations Manager will then prepare an agenda to discuss identified hazards and
consequences with the Safety Committee. This agenda may include additional background on the
hazards and consequences, such as the results of trend analyses, vehicle camera footage, vendor
documentation, reports and observations, or information supplied by FTA or other oversight
authorities
Chief Safety Officer and Operations Manager will evaluate recommendations from the Safety
Committee and any identified hazard that poses a real and immediate threat to life, property, or the
environment will be brought to the attention of the Accountable Executive and addressed through
the SRM process (with or without the full Safety Committee) for safety risk assessment and
mitigation. This means that the Chief Safety Officer believes immediate intervention is necessary to
preserve life, prevent major property destruction, or avoid harm to the environment that would
constitute a violation of Environmental Protection Agency or any state environmental protection
standards. Otherwise, the Safety Committee will prioritize hazards for further SRM activity.
Safety Risk Assessment
Once hazards have been identified, OCTS will conduct an assessment to determine the potential
consequences. Factors to be considered are the likelihood of occurrence, the severity of the
consequences, and the level of exposure to the hazard. The Operations Manager and Safety
Committee assess prioritized hazards using a Risk Assessment Matrix (RAM). Results of the risk
assessment process will help determine whether the risk is being effectively managed by prioritizing
combined risks into levels, High, Medium, or Low, based on the likelihood of occurrence and severity
of the outcome. For purposes of accepting risk:
• "High" hazard ratings will be considered unacceptable and require action from OCTS to mitigate
the safety risk
• "Medium" hazard ratings will be considered undesirable and require OCTS's Safety Committee
to make a decision regarding their acceptability
• "Low" hazard ratings may be accepted by the Chief Safety Officer without additional review.
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Orange County Transportation Services Agency Safety Plan
The Operations Manager schedules safety risk assessment activities on the Safety Committee
agenda. During the meeting,the Operations Manager reviews the hazard and its consequence(s) and
reviews available information on severity and likelihood. The Chief Safety Officer and/or Operations
Manager may request support from members of the Safety Committee in obtaining additional
information to support the safety risk assessment.
Once sufficient information has been obtained, the Operations Manager will facilitate completion of
relevant sections of the Critical Asset Vulnerability Action Report, using the OCTS Safety Risk
Assessment Matrix, with the Safety Committee. The Operations Manager will document the Safety
Committee's safety risk assessment, including hazard rating and mitigation options for each assessed
safety hazard in the Critical Asset Vulnerability Action Report.The Operations Manager will maintain
on file Safety Committee agendas, additional information collected, and the Critical Asset
Vulnerability Action Report and Assessment Tool entries for a period of three years from the date of
generation.
Safety Risk Mitigation
OCTS's Operations Manager and the Safety Committee also review current methods of safety risk
mitigation and establish methods or procedures to mitigate or eliminate safety risk associated with
specific hazards. If the risks are unacceptable, OCTS will take steps to lower the risk to an acceptable
or tolerable level, or to remove or avoid the hazard. The level of risk can be lowered by:
• Reducing the severity of the potential consequences;
• Reducing the likelihood of occurrence and/or;
• Reducing the exposure to that risk; or
• Some combination of 1, 2 or 3 above.
In general, OCTS will take the following safety actions to mitigate risk. These actions can be grouped
into three broad categories, including:
• Physical Defenses: These include objects and technologies that are engineered to discourage, or
warn against, or prevent inappropriate action or mitigate the consequences of events (e.g.traffic
control devices, fences, safety restraining systems, etc.).
• Administrative Defenses: These include procedures and practices that mitigate the likelihood of
accident/incident (e.g. safety regulations, standard operating procedures, personnel proficiency,
supervision inspection, training, etc.).
• Behavioral Defenses: These include behavioral interventions through education and public
awareness campaigns aimed at reducing risky and reckless behavior.
OCTS's Operations Manager tracks and updates safety risk mitigation information in the Critical Asset
Vulnerability Action Report and makes the Register available to the Safety Committee and to other
OCTS staff upon request.
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Orange County Transportation Services Agency Safety Plan
Safety Committee
The current Safety Committee consisted of the Transit Operations Manager and one driver. Hard
copies of the ASP was provided to all the drivers in their break room. However, no feedback was
provided. The Safety Committee further reviewed the ASP and approved it on July 31, 2022. Their
approval is provided below.
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Orange County Transportation Services Agency Safety Plan
TRANSPORTATION SERVICES DEPARTMENT
ORANGE TRANSIT SAFETY COMMITTEE
COUNTY ormgeco�.ny
\UR111 CAROLINA
31 JUL 2022
TO:Board of County Commissioners
FROM:OCPT Transit Safety Committee
SUBJECT: OCTS Agency Safety Plan(ASP)Approval Recommendation
This document(OCTS Agency Safety Plan)after being reviewed by all the members
of the OCPT Transit Safety Committee is hereby being released and recommended with
effect from July 2022 for final approval and adoption by the Orange County Board of County
Commissioners(BOCC)for the purpose of all agency safety activities to be conducted
henceforth.
Reviewed by:
Melonie Hill,Operator,Member
Lesa Fleming,Operator,Member
Recco Bullock,Dispatcher,Member r
I do hereby approve the ASP for the aforesaid purpose.
r
Jamael L.Wiley
Transit Safety Committee
600 Hwy 86 N• Hillsborough,North Carolina 27278
Phone(919)245-2008• Fax(919)732-2137
orangecountync.gov/transportation
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Orange County Transportation Services Agency Safety Plan
VII. Safety Assurance
Safety Assurance provides the necessary feedback to ensure that the SMS is functioning effectively
and that OCTS is meeting or exceeding its safety objectives. Safety assurance requires a clear
understanding of how safety performance will be evaluated, or in other words, what metrics will be
used to assess system safety and determine if the safety management system is working properly.
Having decided on the metrics bywhich success will be measured; safety management requires using
these metrics within the organization for ongoing performance improvement.
Through our Safety Assurance process, OCTS:
Assesses the effectiveness of safety risk mitigations to make sure the mitigations are appropriate
and are implemented as intended;
• Investigates safety events to identify causal factors; and
• Analyzes information from safety reporting, including data about safety failures, defects, or
conditions.
Safety Performance Monitoring and Measurement
One purpose of the OCTS SMS is to ensure that OCTS is tracking and addressing safety concerns of all
types that arise within OCTS services and facilities. OCTS has many processes in place to monitor its
entire transit system for compliance with operations and maintenance procedures including:
Monitoring Activities:
• Facility and Bus Inspections
• Safety Meetings
• Training Activities
• Accident Investigation Reports
• Injury Reports
• Preventative Maintenance of Vehicles
• Comprehensive Vehicle Maintenance Review
• Ride-along Evaluations (Driver and Route)
• Security Officers and Cameras
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Orange County Transportation Services Agency Safety Plan
The safety data collected from the above sources will be analyzed by OCTS for potential safety
impacts. Data are compared against performance trends by the Operations Manager to determine
where Actions needs to be taken. OCTS is committed to using the data collected and information
learned from mitigation efforts to inform decision making and instill positive change. The main
objective of all safety mitigations is the improvement of transit system safety. The mechanism for
monitoring safety risk mitigations varies depending on the mitigation. OCTS's Operations Manager
and OCTS's Safety Committee monitor operations to identify mitigations that may be ineffective,
inappropriate, or not implemented as intended.
When performance goals are not met, OCTS will work to identify why such goals were not met and
what actions can be taken to minimize the gap in achieving defined goals.
• Identify why the mitigations were unsuccessful
• Identify unrealistic expectations that may have been hampering process
• GAP analysis
• Create new mitigation strategies
• Help make informed resource allocation decisions
• Identify improvements
• Reassessment
Internally reported safety concerns can be recorded through an incident report or through the ESRP.
These safety concerns are either handled immediately bythe Safety/Training Manager and/or brought
to the attention of OCTS Safety Manager and the Safety Committee as needed. All concerns are filed
for data/record keeping purposes.
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Orange County Transportation Services Agency Safety Plan
VIII. Safety Promotion
Competencies and Training
OCTS's Accountable Executive and Agency Leadership must complete FTA's SMS Awareness online
training and an executive session on safety management sponsored by CT's transit insurance pool.
OCTS's safety training program applies to all employees directly responsible for safety, including:
• Bus vehicle operators,
• Dispatchers,
• Maintenance technicians,
• Managers and supervisors, and
• Safety/Training Manager
Basic training requirements for OCTS's employees, including frequencies and refresher training, are
documented by the Safety/Training Manager.
Operations safety-related skill training includes the following:
• New-hire bus vehicle operator classroom and hands-on skill training,
• Bus vehicle operator refresher training,
• Bus vehicle operator retraining (recertification or return to work),
• Classroom and on-the-job training for dispatchers,
• Classroom and on-the-job training for operations supervisors and managers,
• Accident investigation training for operations supervisors and managers.
• Driver Evaluations,
• Personal Protective Equipment,
• Lockout/Tagout training
• Bloodborne Pathogens and
• NCDOT Minimum Safety Standards
Vehicle maintenance safety-related skill training includes the following:
• Ongoing vehicle maintenance technician skill training,
• Ongoing skill training for vehicle maintenance supervisors,
• Personal Protective Equipment,
• Bloodborne Pathogens,
• Ongoing hazardous material training for vehicle maintenance technicians and supervisors, and
• Lockout/Tagout training
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Orange County Transportation Services Agency Safety Plan
Safety Communication
OCTS believes safety promotion is critical to the success of an SMS and aids in ensuring that the
organization understands safety policies, procedures, and structure. Further, safety promotion
involves establishing an organizational and workplace culture that recognizes safety as a core value,
training employees in safety principles, and allowing open communications of safety issues.
OCTS's safety communication activities focus on requirements established in 49 CFR Part 673 (Part
673): That a transit agency must communicate safety and safety performance information
throughout its organization which conveys information on hazards and safety risks relevant to
employees' roles and responsibilities and informs employees of safety actions taken in response to
reports submitted through the employee safety reporting program.
OCTS maintains safety communication through:
• Employee trainings,
• Safety Communication Board,
• Daily Safety Announcements/Messages,
• Monthly Safety Meetings for Drivers and Maintenance Techs,
• Driver Award Programs, and
• Safety section of employee handbook.
Positive safety culture must be generated from the top-down. The actions, attitudes, and decisions
at the policy- making level must demonstrate a genuine commitment to safety. Safety must be
recognized as the responsibility of each employee with the ultimate responsibility for safety resting
with the Transportation Services Director of OCTS. Employees must trust that they will have
management support for decisions made in the interest of safety while recognizing that intentional
breaches of safety will not be tolerated.
The primary goal of safety promotion at OCTS is to develop a positive safety culture that allows SMS
to succeed. A
positive safety culture at OCTS is defined as one which is:
A. An Informed/Learning Culture
• Employees understand the hazards and risks involved in their areas of operation;
• Employees are provided with the necessary knowledge, training and resources; and
• Employees work continuously to identify and overcome threats to safety.
B. A Just Culture
• Employees know and agree on what is acceptable and unacceptable behavior per policies
outlined in their respective employee handbooks; and
• Human errors must be understood but negligence and willful violations cannot be tolerated.
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Orange County Transportation Services Agency Safety Plan
C. A Reporting Culture
• Employees are encouraged to voice safety concerns and to share critical safety information
without the threat of punitive action; and
• When safety concerns are reported they are analyzed and appropriate action is taken.
• Employees are updated on safety issues by management and safety reports are fed back to staff
so that everyone learns the pertinent lessons.
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Orange County Transportation Services Agency Safety Plan
IX. Risk Reduction Program
Risk Reduction Program and Control Process
The Risk Reduction Program and Control Process involves the analysis and corrective action taken to
reduce the risk associated with an identified hazard to the lowest practical level. Using the
assessment and evaluation results, hazards are mitigated to an acceptable level by one or more of
the below described methods, also known as the hierarchy of controls:
Design for Elimination or Minimum Risk: Where possible, hazards will be eliminated through design.
In many cases, hazards are inherent and cannot be eliminated through design. In other cases,
eliminating the hazard is not practical or financially feasible. If the hazard cannot be eliminated, it
will be reduced to an acceptable level by incorporating the principles of system safety, using fail-safe
devices and principles in design, incorporating high-reliability system components, and using
redundant or backup hardware and software devices.
Utilize Safety Devices: Hazards that cannot be eliminated or controlled through design selection shall
be controlled to an acceptable level using fixed, automatic, or other protective safety design features
or devices. These are permanent system design features that improve safety by automatically
controlling the risk of hazard without human interaction. Provisions shall be made for periodic
functional checks of safety devices.
Install Warning Devices:When either design or safety devices cannot effectively eliminate or control
an identified hazard,warning devices can be used to detect the hazardous condition and to generate
an adequate warning signal to correct the hazard or provide for personnel evacuation. Warning
devices should be standardized to minimize the probability of incorrect reaction of personnel to
these warning signals.
Develop Procedures and Instruction: When it is impossible or impractical to eliminate hazards
through design selection or adequately reduce its associated risks through safety or warning devices,
then approved procedures and training programs must be used. However, this is the lowest level of
control, and relies on training to recognize the hazard and personnel actions to avoid the hazard.
Procedures may include the use of personal protective equipment. Precautionary notations and
warning signs must be standardized.
Hazard resolution often requires a combination of the methods of control. The use of warning,
caution and other forms of written advisories alone to control undesirable risks will be carefully
reviewed to ensure that no other additional measures are possible. Hazards classified as
"unacceptable" are not permissible.
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Orange County Transportation Services Agency Safety Plan
Accident Prevention Program
The Accident Prevention Program (APP) is the agency's written plan describing its total health and
safety program to prevent accidents, illnesses, and injuries on the job.The program is tailored to the
needs of OPTS Transit's workplace/operation and to the types of hazards involved.
This program covers the Employee Health and Safety group's responsibilities, and describes agency
policy and general procedures concerning employee health and safety. Included programs,
procedures, and processes:
• Job hazard analysis
• Safety inspections
• Safety reporting
• Accident investigation (employee injury/accident)
• Hazard control process
• Accident and incident recordkeeping
• Safety orientation
• Safety communication
• Hazard specific programs and plans
• SOPs to support the above programs and procedures
The APP is available to all employees and initially introduced to new employees during their initial
Core Safety Training.
Preventing Assault on Transit Workers
The Bipartisan Infrastructure Law instituted recent changes to the Public Transportation Agency
Safety Plan (PTASP) requirements at 49 U.S.C. § 5329(d) and establishes compliance deadlines for
implementing these new provisions. One of these changes requires all public transit agencies update
their ASP to include de-escalation or assault prevention training. OCTS provides its staff the following
resource to obtain the necessary training:
• Federal Transit Administration (FTA) - Assault Awareness and Prevention for Transit Operators
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Orange County Transportation Services Agency Safety Plan
X. Additional Information
Supporting Documents
This PTASP was developed from information in other Orange County Public Transportation
documents, policies and procedures and manuals. Those documents are listed below:
• Orange County Public Transportation Employee Handbook
• Safety and Security Plan (SSP)
• Vehicle Maintenance Plan
• Facility Maintenance Plan
• Training Manual
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Orange County Transportation Services Agency Safety Plan
XI. Definitions in ASP
Term Definition
A single, identifiable person who has ultimate responsibility for
carrying out the Public Transportation Agency Safety Plan of a public
transportation agency; responsibility for carrying out the agency's
Transit Asset Management Plan; and control or direction over the
human and capital resources needed to develop and maintain both
Accountable Executive the agency's Public Transportation Agency Safety Plan, in accordance
with 49 U.S.C. 5329(d), and the agency's Transit Asset Management
Plan, in accordance with 49 U.S.C. 5326.
An event that involves any of the following: a loss of life; a report of a
serious injury to a person; a collision of public transportation vehicles;
Accident or an evacuation for life safety reasons, at any location, at any time,
whatever the cause.
Any real or potential condition that can cause injury, illness, or death;
Hazard damage to or loss of the facilities, equipment, rolling stock, or
infrastructure belonging to OCTS; or damage to the environment.
Composite of predicted severity and likelihood of the potential effect
Risk of a hazard.
Risk Mitigation
Method(s) to eliminate or reduce the effects of hazards.
Processes within a transit agency's Safety Management System that
function to ensure the implementation and effectiveness of safety risk
mitigation, and to ensure that the transit agency meets or exceeds its
Safety Assurance safety objectives through the collection, analysis, and assessment of
information.
Safety Event Is any accident, safety incident or safety occurrence (defined below).
An event that involves any of the following: a personal injury that is
not a serious injury; one or more injuries requiring medical transport;
Safety Incident or damage to facilities, equipment, rolling stock, or infrastructure that
disrupts transit operations.
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Orange County Transportation Services Agency Safety Plan
A transit agency's documented commitment to safety, which defines
Safety Management the transit agency's safety objectives and the accountabilities and
Policy responsibilities of its employees in regard to safety.
The formal,top-down, organization-wide approach to managing safety
Safety Management risk and assuring the effectiveness of a transit agency's safety risk
mitigation. SMS includes systematic procedures, practices, and policies
System for managing risks and hazards.
An event without any personal injury in which any damage to facilities,
Safety Occurrence equipment, rolling stock, or infrastructure does not disrupt transit
operations.
Safety Performance
A performance target related to safety management activities.
Target
A combination of training and communication of safety information to
Safety Promotion support SMS as applied to the transit agency's public transportation
system.
Safety Risk The formal activity whereby a transit agency determines Safety Risk
Assessment
Management priorities by establishing the significance or value of its
safety risks.
Safety Risk A process within a transit agency's Agency Safety Plan for identifying
Management hazards and analyzing, assessing, and mitigating safety risk.
Any injury which: (1) requires hospitalization for more than 48 hours,
commencing within 7 days from the date the injury was received; (2)
results in a fracture of any bone (except simple fractures of fingers,
toes, or noses); (3) causes severe hemorrhages, nerve, muscle, or
Serious Injury
tendon damage; (4) involves any internal organ; or(5) involves second-
or third-degree burns, or any burns affecting more than 5 percent of
the body surface.
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Orange County Transportation Services Agency Safety Plan
XII. List of Acronyms
Acronym Word or Phrase
ASP Agency Safety Plan
CFR Code of Federal Regulations
ESRP Employee Safety Reporting Program
FTA Federal Transit Administration
MPO Metropolitan Planning Organization
SMS Safety Management System
SRM Safety Risk Management
VRM Vehicle Revenue Miles
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Orange County Transportation Services Agency Safety Plan