CORPORATE HEALTH AND SAFETY POLICY

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 companys 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 companys 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

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 OHS 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 companys safety policies
  and procedures and OHS 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 Companys 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

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

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.

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• 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.

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• 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 Albertas
  Occupational Health and Safety Regulations.
  Supervisors 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 OHS
  Regulations and company policies and procedures.
• Eye protection is to be worn where potential eye
  hazards exist as per OHS Regulations and company
  policies and procedures.
• Hearing Protection must be worn where required as
  per OHS Regulations and company policies and
  procedures.
• Hard hats must be worn where there is a risk of
  head injury as per OHS Regulations and company
  policies and procedures.
• ENFORCEMENT POLICY

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
  persons 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.

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

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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

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Risk Rating Values

• (5) Extreme - very high risk consider changing
  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

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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 _____________________________
  ________________________________________________
  ___________________________________________Corre
  ctive Measures and Date _________________________
  ________________________________________________
  ________________________________________________
  __________________________________________________
  ___________
• Copies to Safety Committee YES ( ) NO (
  ) Initials ________
• Area Supervisor YES ( ) NO ( )
  Initials ________
• Originator YES (
  ) NO ( ) Initials ________

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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.

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.

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.

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 customers bill (invoice) using the
  dealerships 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.

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.

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.

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.

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.

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 managers monthly forecasts and plans.
  
• Communicate managements 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.

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, salespeoples 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.

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.

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.

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 manufacturers
  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.

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.

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 clients 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.

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.

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.

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 recipients 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.

51
JOB DESCRIPTION

• POSITION TITLE Receptionist
• RESPONSIBILITIES
• Greet customers upon their arrival at the
  dealership.
• Handle all incoming calls quickly and
  efficiently.
• Communicate with callers in a friendly, efficient
  and professional manner, trying to minimize the
  time they are put on hold.
• Prepare accurate and detailed messages,
  indicating the callers complete name,
  organization name if applicable, the time and any
  message to be left.
• Refer messages to the correct party in a prompt
  manner.
• Provide basic information to general inquiries
  received by callers. Ensure that no information
  is divulged over the phone that is contrary to
  company policy.
• Place long distance calls.
• Distribute and send facsimiles.

52
JOB DESCRIPTION

• POSITION TITLE Secretary
• RESPONSIBILITIES
• Provide top quality secretarial services to
  represent the dealership.
• Handle all incoming telephone calls and take
  messages for personnel as assigned.
• Maintain itineraries of specific staff and look
  after tasks that require immediate attention in
  their absence.
• Make travel arrangements for staff.
• Prepare outgoing mail for delivery to the post
  office.
• Organize, open and distribute incoming mail.
• Type all documents as assigned (correspondence,
  forms, etc.).
• Operate and see to the maintenance of office
  machines including facsimile, typewriter,
  computer/work processor and copy machine.

53
JOB DESCRIPTION

• POSITION TITLE Secretary Treasurer / Controller
• RESPONSIBILITIES
• Organize the financial resources of the
  dealership implement necessary controls
  maintain accurate records prepare files for
  audit. Ensure the data processing capabilities
  and integrity of information.
• Analyze and decipher financial statements on a
  regular basis. Complete and prepare financial
  statements for submission to the manufacturer by
  a specified day each month.
• Organize meetings with department managers
  monthly to review the financial statements and
  advise on any required improvements to be made.
• Plan the short and long term profit projections
  for the dealership. Decide the number of new
  cars needed to cover overhead and generate
  profit.
• Communicate on an on-going basis with the General
  Manager and Dealer to keep abreast of the cash
  situation of the business.
• Create and maintain an effective cash management
  system. Preserve the loss reserves for possible
  liabilities and trade receivables.
• Liaise with corporate auditors regarding their
  needs for year end audit. Liaise with corporate
  bankers and ensure they receive monthly financial
  statements on a timely basis.
• Administer the payroll function, govern employee
  benefit programs and maintain personnel records.

54
JOB DESCRIPTION

• POSITION TITLE Service Advisor
• RESPONSIBILITIES
• Schedule service appointments in the department
  and recommend additional work to customers.
• Obtain customer and vehicle data. Confirm each
  customers method of payment. Obtain approval of
  credit if necessary.
• Communicate with service customers to confirm the
  nature of the mechanical problem (s).
• Provide estimates for labour and parts. Contact
  customer by phone for approval if service work
  cannot be established at time of reception.
• Test-drive the car or refer to the Shop Foreman
  as necessary.
• Indicate on repair order the exact repair
  instructions, note the main reason (s) the car
  was brought in.
• Follow-up on work in progress of each repair
  order during the day. Advise customers on the
  status of their cars to ensure they understand
  the dealership cares about their business.
• Answer work and price related questions. Explain
  to the customer the details of the work order so
  they feel confident the work was done properly
  and fairly.

55
JOB DESCRIPTION

• POSITION TITLE Service Coordinator
• RESPONSIBILITIES
• Represent the dealership in a polite and pleasant
  manner by greeting customers upon their arrival.
• Prepare the customer work order listen to the
  customer and ask any relevant questions that
  would assist the Service Advisor in diagnosing
  the problem (s).
• Make telephone calls to customers to advise them
  of the problems encountered and any other
  repairs that may be necessary.
• Follow-up with customers who had work previously
  done to ensure they are satisfied with the
  service and treatment.
• Answer telephones take appointments update
  customer on car status.

56
JOB DESCRIPTION

• POSITION TITLE Service Manager
• RESPONSIBILITIES
• Manage the department to achieve sales, profits
  and efficiency by reaching maximum production,
  controlling costs, building a clientele and
  establishing solid employee relationships.
• Forecast objectives and goals for the department
  and endeavor to meet them. Prepare and govern an
  annual operating budget for the service
  department.
• Understand, keep on top of, and comply with
  federal, provincial and local laws that affect
  service operations.
• Become aware of new equipment and tools and
  recommend purchases.
• Maintain service records and reporting procedures
  required by general management and the
  manufacturer.
• Observe repair order trends, such as number of
  repair orders completed, number of items per
  repair order, dollar sales per repair order,
  dollar sales per Service Advisor, etc.
• Make certain that customers service files are
  current and readily available.
• Review completed jobs for quality service.
  Handle all customer complaints.

57
JOB DESCRIPTION

• POSITION TITLE Shop Foreman
• RESPONSIBILITIES
• Assure continuous quality control on all service
  repairs performed.
• Supervise actual repair procedures and assist
  with problem repairs.
• Assist Service Advisors with difficult diagnoses.
  
• Notify Service Advisors of work delays and
  additional repair operations required.
• Review all come-backs and initiate measures to
  avoid repetition.
• Maintain inventory records of tools and
  equipment, and submit recommendations for the
  purchase of new tools and equipment to the
  Service Manager.
• Co-ordinate the storage and disposal of warranty
  parts in conjunction with the Parts Department.

58
JOB DESCRIPTION

• POSITION TITLE Used Car Sales Manager
• RESPONSIBILITIES
• Establish department objectives and pursue them
  through planning, organizing, controlling and
  measuring performance. Prepare and manage an
  annual operating budget for the department.
• Comprehend, keep current and comply with federal,
  provincial and local laws.
• Discuss trade-ins daily with the new Car Sales
  Manager. Maintain delivery standards of used
  cars to customers.
• Aid in the development of advertising campaigns
  and promotions, and monitor their effectiveness.
  Evaluate customers and marketplace to identify
  what customers want.
• Hire, educate, motivate, guide and evaluate the
  performance of used car sales staff. Direct and
  schedule the activities of department staff.
  Conduct training sessions as directed by the
  General Manager.
• Oversee the work of sales people to enhance the
  company image. Assist sales people to close
  deals when necessary. Develop a program to
  ensure sales people are informed of all new
  inventory.
• Maintain a well balanced used car inventory and
  sell each car at maximum gross with minimum
  expense. Purchase used vehicles at reasonable
  prices.
• Responsible for displaying, merchandising,
  reconditioning and appraising used cars. Set
  standards for appraisal and appraise all incoming
  cars.

59
JOB DESCRIPTION

• POSITION TITLE Used Car Salesperson
• RESPONSIBILITIES
• Sell used cars to obtain dealership profit,
  increase volume and maintain customer
  satisfaction.
• Relate objectives and planned activities to the
  Used 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 clients car requireme