STANDARDS RELIABILITY COMMUNICATION ACCESS DRAYAGE. PORT METRO VANCOUVER TRUCK LICENSING SYSTEM for Local Drayage TLS Handbook ACCOUNTABILITY

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1 ACCOUNTABILITY TRANSITION STANDARDS EFFICIENCY PERFORMANCE RELIABILITY SMART FLEET ACCESS RESERVATIONS DRAYAGE COMPLIANCE COMMUNICATION PORT METRO VANCOUVER TRUCK LICENSING SYSTEM for Local Drayage TLS Handbook December 2014

2 INTRODUCTION Port Metro Vancouver s new Truck Licensing System (TLS) takes effect on February 1, This handbook contains everything you need to determine your eligibility to participate and to assist you in submitting a complete and compliant application. Port Metro Vancouver will begin processing applications the week of December 15, Applications will be processed weekly. This handbook is divided into three sections: Section 1: Background and Entry Criteria Section 2: Application User Guide Section 3: Sample PDF Application Forms Please note that all efforts have been made to capture relevant, accurate, and necessary information to assist applicants. However, this document is for informational purposes only and in no way shall be interpreted or construed to create any representations or warranties of any kind, either express or implied, regarding the information contained herein. Please note that information herein is subject to change, and may not be current. Therefore, it is recommended that you refer to the most recent version of the handbook at the time of your application. The most recent version is available at PortTalk.ca/TLS After reading through this handbook, if you need any more information, you can: Visit: PortTalk (porttalk.ca/tls) for background information and to ask a question online tls@portmetrovancouver.com Phone: NOTE: the new TLS policy applies to companies providing local (lower mainland) port drayage. It does not apply to exclusively long haul providers and also does not apply to companies or drivers that do not require access to port marine container terminals. Port access for companies that provide only long haul service is provided under a separate program. 1

3 SECTION 1: BACKGROUND AND ENTRY CRITERIA Background The new TLS was developed in consultation with Port Metro Vancouver s drayage stakeholders and has been endorsed by Transport Canada and the Province of British Columbia. It is designed to deliver a sustainable and more accountable drayage sector with fewer trucks, and with fewer, more efficient, and financially invested trucking companies. The new TLS, combined with other aspects of Port Metro Vancouver s Smart Fleet Program, will help maintain the competitiveness of the Vancouver Gateway. About the New TLS The goal of the new TLS is to balance the number of registered trucks with the amount of available work and bring stability to port operations. The new TLS includes new entry standards, a new fee structure, performance standards and reporting, an enhanced provincial audit program, and a new trucking commissioner to provide oversight. The new TLS program is provided on a cost recovery basis. Port Metro Vancouver will provide annual updates on the costs of various aspects of the program, to demonstrate cost recovery and will revise the annual charges as appropriate. Key Dates 9 Dec 2014 TLS Handbook and sample Licence and Access Agreement released 10 Dec 2014 Port Metro Vancouver s TLS Administrator begins pre-qualifying applications for assessment by the TLS Contract Manager Week of 15 Dec 2014 Port Metro Vancouver s TLS Contract Administrator begins reviewing and assessing applications. Evaluations will be conducted weekly in batches. Decisions will be issued in a timely manner 17 Dec 2014 Earliest date that the new BC Container Truck Act can be in effect 16 Jan 2015 TLS Contract Administrator determines need for additional truck tags 31 Jan 2015 All existing TLS Licences and Permits expire at midnight 1 Feb 2015 New TLS in effect. No further TLS applications truck tag requests will be permitted How to Apply 1. Read this handbook 2. Confirm that you meet the mandatory entry criteria, which of the supporting entry criteria you meet, and compile any relevant mandatory and supporting documentation (please refer to the following Entry Criteria below) 3. Complete the required application forms (see Section 3 of this handbook) 4. Submit the required application forms and copies of relevant documentation by to tls@portmetrovancouver.com or by CD or memory stick, delivered to Port Metro Vancouver, Canada Place, Vancouver, BC V6C 3T4, Attn: TLS Administrator 5. You will receive a notice of receipt from Port Metro Vancouver within one business day of receipt, prior to any review. Please keep this on file. Entry Criteria All current licence holders have the opportunity to seek participation in the new TLS. Specifically: Existing Full Service Operators (trucking companies) holding valid TLS Licences can apply for a number of truck tags up to the total number they had in the previous TLS (including company trucks and claimed Independent Owner Operators holding valid TLS Permits). Owner operators must now be sponsored by a trucking company through the new application process, which will allocate one truck tag to each of its sponsored owner operator s trucks and/or to a company truck that meet the new entry requirements. Employee drivers will continue to participate as they do today. It is likely that the number of applications meeting the minimum standards will exceed the truck tag target. To assist in evaluating trucking companies applications, Port Metro Vancouver has established mandatory entry criteria, which companies must meet as well as additional criteria, which will be taken into consideration as part of the selection process. For this reason, it is important to include all of the information from the checklist (see Section 2, Part 2 of this handbook) when submitting your application. Because Port Metro Vancouver will process applications on a weekly basis, we encourage companies to submit complete and compliant applications as soon as possible. Port Metro Vancouver is committed to ensuring the selection process is consistent, fair and transparent, while meeting the TLS reform objectives. 2

4 Entry Criteria For Trucking Companies: MANDATORY ENTRY CRITERIA Size and Structure Minimum number of trucks Maximum number of companies Applicants must have at least five currently TLS-licensed trucks, either company-owned and/or sponsored. If you do not meet this criteria, you may opt to align with another company to sign a Joint Licence and Access Agreement. Up to two companies can jointly apply. These companies are jointly and severally liable under the Licence and Access Agreement that they sign with Port Metro Vancouver. Only one company will be the designated point of contact for the TLS Administrator, and both companies would share joint access to terminal reservation systems. Financial Access Agreement Charge Damage Deposit Insurance Compliance/ Surety Bond You must be able to pay the Annual Agreement Charge applicable to your company size (see Table 1 in Appendix A). Annual Agreement Charges can be paid in quarterly installments. You must pay a damage deposit equal to 10% of your Annual Agreement Charge, up to a maximum of $10,000 (see Table 1 in Appendix A). This is a one-time deposit that must be replenished in the event it is drawn upon. You must secure sufficient insurance (see Table 1 in Appendix A). You must provide proof of your ability to secure a compliance bond in accordance with PMV s requirements and the number of trucks for which you are applying (see Table 2 in Appendix A). Other Truck Age Owner Operator Notification Safety Plan Required Forms Sponsorship Secure Parking Business Need The new TLS has a minimum age of 2007 or newer for any new fleet additions or replacements. Older trucks that are approved for use within the existing TLS may be accepted during the transition period. If you have a truck that is 2005 or older, you must provide evidence that it has been retrofitted with a diesel oxidation catalyst (DOC) prior to the application date, as per existing environmental requirements. Note that by 2019, all trucks must be 10 years of age or newer for annual approval. As early as possible, notify any TLS Independent owner operators holding valid TLS Permits with whom you currently work and do not intend to work with under the new TLS policy. This will give them the opportunity to seek sponsorship from another trucking company as soon as possible or commit to the Transition Support Program. You must provide a copy of your Fleet Safety Plan, as required by your NSC provisions. Please submit the required forms as described in Part 2 and included as Part 3 of this handbook. Complete all sections in full. Trucking companies must sponsor all owner operators. Please ensure you provide the following information as part of the application package: Owner Operator s full legal name Port Pass number Vehicle Identification Number Truck Licence plate number, model, make, colour and year Unit number (as indicated on insurance papers and the body of the truck) Provide evidence of ownership or availability of land assets or a defined plan for providing secure parking for truck, trailer and chassis assets after hours. Provide at least one supporting document to demonstrate need. Port Metro Vancouver gives preference to companies that show proof of business. ADDITIONAL ENTRY CRITERIA Past TLS History Certificate of Recognition (COR) Workers Compensation Board (WCB) Status SmartWay Partner No additional information required. Past TLS history is a consideration in the application process and will be reviewed as part of the application process. Provide copy of Certificate of Recognition (COR) recognizing significant safety practices and procedures by carrier if applicable. Provide a copy of annual WorkSafeBC statement detailing confirmation of a surcharge or discount position with WorkSafeBC premiums. Provide confirmation of registration with Natural Resources Canada for this voluntary environmental standard. 3

5 ADDITIONAL ENTRY CRITERIA (cont) Safety & Hazard Management Evaluation Services NSC Standing Average age of fleet Size of fleet Structure Provide proof of participation in the ICBC Safety & Hazard Management Assessment Program prior to the TLS application date. OR Provide a letter of intent to participate in this ICBC program prior to 1 October Instructions regarding how to apply to ICBC and obtain a letter of intent are included with this User Guide as Appendix C. No additional information required. Port Metro Vancouver will give preference to companies with Satisfactory and Satisfactory Unaudited standings as compared with those who have a Conditional status. No additional information required. Port Metro Vancouver will give preference to companies with newer fleets. A calculation of the average age of your fleet will be based on the information you provide in your application form 2.1. No additional information required. Port Metro Vancouver will give preference to companies with larger fleets. No additional information required. Port Metro Vancouver will give preference to Single License and Access Agreement applicants over Joint License and Access Agreement applicants. Entry Criteria For Owner Operators: MANDATORY ENTRY CRITERIA Sponsorship You must be sponsored by a trucking company. Please ensure to provide this company with the following information: Your full legal name Port Pass number Vehicle Identification Number Truck Licence plate number, model, make, colour and year SECTION 2: APPLICATION USER GUIDE There are four parts to a completed application. These include: PART I: MANDATORY FORMS FOR COMPLETION PART II: DOCUMENTATION: MANDATORY & SUPPORTING PART III: SUBMISSION OF APPLICATION PACKAGE PART IV: THE REVIEW PROCESS Each part is described in the subsections that follow. PART I: MANDATORY FORMS FOR COMPLETION You will be required to submit the following four forms and documentation required for your company to be eligible to apply for a TLS License. Details and definitions for each are described below. 1. Local Drayage: Company Information, Contact Information & Truck Tag Allocation Form There are four sections on this form. The sections and brief descriptions are outlined as follows: 1.1. PRIMARY COMPANY INFORMATION The purpose of this section is to collect the COMPANY information of the single applicant or one of the two joint applicants. For Single (one) trucking company applicant: Must be completed in full for single-company applicants. For Joint (two) trucking company applicants: Must be completed in full for two-company applicants under one Licence and Access Agreement SECONDARY COMPANY INFORMATION The purpose of this section is to collect the COMPANY information of the second of the two joint applicants. Single-held (one) trucking company applicant: This section does not apply. For jointly held (two) trucking company applicants: must be completed by the second of the two TLS Licence trucking company applicants. 4

6 1.3. LICENCE AND ACCESS AGREEMENT CONTACT INFORMATION The purpose of this section is to collect the information for the SINGLE POINT OF CONTACT for the TLS Licence and Access Agreement on all administrative matters. IMPORTANT NOTE: The contact information provided here will be the single point of contact for Port Metro Vancouver regarding this application or, in the event the applicant is successful, future License and Access Agreement administrative matters. This contact is responsible to ensure correspondence is distributed to appropriate parties, such as the joint applicant/holder TRUCK TAG ALLOCATION ELIGIBILITY AND REQUEST The purpose of this section is to ensure that the number of truck tags the applicant is applying for is within the maximum allocated (as outlined in a letter addressed to all existing TLS Licence holders on December 8, 2014 letter), and, in the event that more truck tag allocations will be offered, how many additional truck tags does a company foresee adding to their fleet. Please see the required field definitions as follows: Company Name: the legal name of the applying company. SCAC Code: The Standard Carrier Alpha Code, a unique 4-character code used to identify transportation companies; this code is used to facilitate computerization in the transportation industry. If you do not have a SCAC Code you can apply with the National Motor Freight Traffic Association. DBA is Doing Business As : A legal term used in Canada, meaning that the trade or brand name, under which the business or operation is conducted and presented, is not the legal name. The desired name may not have been available, or the business may be owned by another company/franchisee/sole proprietor. If your company does not use DBA please indicate N/A on the form. British Columbia Corporate Registration Number ( Business Number ): A unique number assigned to a corporation, business or society when registering with a participating agency. Corporations, businesses or societies use this number to identify themselves when in contact with many federal, provincial or local government program. The National Safety Code (NSC): a set of national standards supported by provincial regulations. The program establishes management and performance requirements for commercial carriers. The NSC standards establish minimum safety standards for commercial vehicles and drivers. 2. Truck Detail Information 2.1. TRUCK REGISTRATION FORM : A detailed registration form for every truck owned by the company/companies and sponsored owner-operators to which the applicant intends to assign a truck tag is required. Section A: Truck Details Section B: Truck Ownership 3. Driver Detail Forms 3.1. COMPANY DRIVER PORT PASS INFORMATION FORM : A list of all company employee drivers SPONSORSHIP AGREEMENT FORM : A signed agreement between the Licence applicant(s) and the intended Sponsored Owner Operator, listing all of the Sponsored Owner Operator s drivers. 4. Consent Forms These forms are not to be submitted as part of the application package, but must be completed by every driver, employee or sponsored owner operator, and retained in your records in the event you are required to provide them at a later date. 4.1 CONSENT (LICENCE): A signed and witnessed consent form from the Licensee and both of them (if applicable) and for each driver for the Licence Agreement must be provided. 4.2 CONSENT TO DISCLOSE (ACCESS AGREEMENT): A signed and witnessed consent to disclose from the user and both of them (if applicable) and for each driver for the Access Agreement must be provided. 5

7 PART II: DOCUMENTATION: MANDATORY & SUPPORTING Please carefully review this checklist and ensure you provide all mandatory documentation as well as any relevant supporting documentation. Mandatory Documents (to be provided by each applicant company) Company-related documents National Safety Code (NSC) Certificate National Safety Code (NSC) reports showing good standing for previous 3 years Copy of your Fleet Safety Plan as required by NSC Workers Compensation Board (WCB) Certificate, showing Company is in good standing Copies of a valid Collective Agreement (for Unionized trucking companies) Applicant to ensure that the company is in Good Standing with the BC Corporate Registry (no document required; will be verified by TLS Administrator online) Written documentation confirming Compliance Bond in the value required by the applicant s fleet size; Final form of documentation to be determined by December 15, 2014 Valid Motor Truck Cargo Insurance Certificate with minimum of $100,000 coverage Business Case including: Nature of the business A minimum of at least one supporting document (i.e. customer service contract) or business reference justifying business need Evidence of secure land for truck/chassis storage Truck-related documents Proof of ownership or lease agreements for trucks Includes a transfer tax form, bill of sale, or lease agreement Lease Agreement must clearly display: o Vehicle Information Number (VIN); o Applicant s name as the lessee; o Duration of lease; and o Lease payment amounts. Valid truck insurance documentation submitted for every truck owned by the company/companies and sponsored owner-operators must also show: Licence Plate, VIN and Fleet and Unit number Insurance documentations must be valid (i.e. NOT EXPIRED) Minimum Automobile Liability: $5,000,000 Minimum General Liability: $5,000,000 NSC number of all trucks including sponsored OOs MUST belong to the applicant(s) Valid Rate Class Additional Recommended Documents to Support the Application Certificate of Recognition (COR) Workers Compensation Board (WCB) statement detailing surcharge or discount rate position SmartWay Partner Registration or Certificate Evidence of active participation in the ICBC Safety & Hazard Management Assessment program OR a signed Letter of Intent (as issued by ICBC) to participate in the Program before 1 October,

8 PART III: SUBMISSION OF APPLICATION PACKAGE Upon completion of the mandatory forms and coordination of all relevant documents, the applicant must submit the full application package to for review. All documentation and application package must be submitted in electronic format. Requirements: 1. All fields on mandatory forms 1, 2.1, and 3.1 MUST BE TYPED. Handwritten responses on these forms will not be accepted. 2. Handwritten responses permitted on forms You must ensure forms 4.1 and 4.2 are filled in by every driver who works for you, employees and sponsored owner operators. You must keep copies of these signed forms in case you are asked to provide. Please do not provide these at the time you submit your application package. 4. All copies of required and supporting documents must be clear and legible. Options for Submission: 1. One single , with all documents attached (Zip-File); or 2. One disc with all documents delivered to: PORT METRO VANCOUVER CANADA PLACE VANCOUVER, BC V6C 3T4 ATTN: TLS ADMINISTRATOR DOCUMENTS WILL NOT BE RECEIVED BY FAX. PART IV: THE REVIEW PROCESS Port Metro Vancouver aims to the fullest extent possible to select only those carriers that meet the outlined minimum entry standards outlined during the TLS reform process. Given the current state, Port Metro Vancouver anticipates the number of applications received that meet the minimum standards will exceed the targeted number of truck tags, and in that case additional considerations as outlined earlier in the User Guide will also be taken into account, and will contribute towards the ranking and selection process. Port Metro Vancouver is committed to ensuring the selection process is consistent, fair and transparent, while ensuring the objectives of the TLS reform are met and the integrity of the process maintained/preserved. The complete review and assessment process includes both a TLS Administrator and a TLS Contract Manager, roles outlined as follows: STEP 1: TLS Administrator Package Verification a. Confirm receipt via (same day); b. Within three (3) business days: i. Review application for completeness of forms; ii. Verify validity of mandatory documents; iii. Coordinate other supporting documents; iv. Ensure all intended sponsored owner operators have valid TLS Independent Operator Permits; and v. Communicate via to applicant(s) advising of application status c. In the event of completed application: The TLS Administrator will generate an Application Intake Number, will advise the applicant and forward the package to the TLS Contract Manager for Step 2. d. In the event of receiving incomplete applications: The TLS Administrator will advise the applicant of any missing, incomplete, and/ or invalid documents. ALL documents as advised must be corrected and received by the TLS Administrator within five (5) business days, without further notice period. Failure to do so may result in the default of the application. Should the applicant want to reapply, a resubmission of all documents and forms may be required Step 2: TLS Contract Manager review a. Reviews and assesses completed applications in order of Application Intake Number in weekly batches; b. Advises the TLS Administrator of final decision to pre-approve Licence and Access Agreement application, pending truck approvals, or to disapprove application. c. Please note: Review and decision by TLS Contract Manager may take up to twenty-one (21) days. 7

9 Step 3: TLS Administrator Communications a. In the event of a Disapproved application, a notice will be sent to the applicant advising of the disapproved application with reasons outlined. b. In the event the TLS Contract Manager pre-approves a Licence and Access Agreement, pending truck approval, the applicant will be advised as early as possible, and will: i. Confirm the truck tag allotment, and ii. Request the following documents be submitted within five (5) business days (if required per Port Metro Vancouver s Environmental Standards): Opacity Test with a reading no greater than 20%; Age Exception Application Submission for every truck, as required by the TLS Environmental Requirements, including evidence of payment. NOTE: If you are submitting a deposit for parts on order and/or awaiting installation, the truck may be conditionally approved and will require a completed Age Exception Application prior to April 1, 2015 Step 4: TLS Administrator Contract Administration a. In the event all trucks have been approved, the TLS Administrator will: i. Will send a pre-populated TLS Licence and Access Agreement with invoice for: Total Licence Charge Total owing Damage Deposit ii. Will request TWO (2) separate Certified Cheques made payable to the Vancouver Fraser Port Authority for: Cheque 1: Full Damage Deposit and Cheque 2: First installment of ¼ amount of total Licence Charge iii. Expect signed TLS Licence, Access Agreements, and two cheques within five (5) business days. Failure to do so may result in the default of the application. Step 5: TLS Administrator Arranging Decals, GPS Installation and Final Approval a. Upon receipt of payment and the applicant-signed documents, the TLS Administrator will contact the applicant to set up appointments for new decal application and in the event that a truck does not already have a Port Metro Vancouver issued GPS locator, an appointment for installation of a GPS locator. ALL trucks require GPS and decal installation to finalize approval and will only be then granted access to Port Metro Vancouver property after February 1, b. Upon completion of the decal and GPS installation processes, the successful applicant will be mailed a signed contract. SECTION 3: APPLICATION FORMS Please complete the following forms electronically and send as part of your application. Filleable PDF application forms can be downloaded at: PortTalk.ca/tls/documents Form 1 Local Drayage Application Form 2.1 Truck Registration Form 3.1 Company Employee Driver Port Pass Information Form 3.2 Sponsorship Application Please print the following forms for signature and witness and retain in your records in the event you are required to provide them at a later date Form 4.1 CONSENT (LICENCE) Licensee and Driver consent form for the Licence Agreement Form 4.2 CONSENT TO DISCLOSE (ACCESS AGREEMENT) User and Driver consent form for the Access Agreement ALL FORM FIELDS ARE MANDATORY; FAILURE TO COMPLETE FORMS WILL RESULT IN AN INCOMPLETE APPLICATION PACKAGE THAT WILL NOT BE PROCESSED. 8

10 Form 1 LOCAL DRAYAGE APPLICATION: Company Information, Contact Information and Truck Tag Allocation All fields are mandatory and are required for the application to be processed. If a field is not applicable to your company, please indicate by entering N/A. 1.1 PRIMARY COMPANY INFORMATION Section A must be completed by either a sole company applicant OR one of two companies applying for a jointly and severally liable local drayage Licence and Access Agreement. A1 Company Contact and Address Company Name: Principal Contact Name: Phone Number: Address: Company Address (line 1): Company Address (line 2): City: Province: Postal Code: A2 Corporate Company Identification SCAC Code: DBA (Doing Business As, if applicable): British Columbia Corporate Registration Number: National Safety Code Number: A3 Unionized Labour If applicable, please provide name of union (i.e. Unifor, Teamsters, etc): Collective Agreement expiry date: A4 Emergency Contact NOTE: This contact cannot be the Administrator of the Licence and Access Agreement. Contact Name: Relationship/Role: Phone Number: Address: All fields are mandatory and are required for the application to be processed. If a field is not applicable to your company, please indicate by entering N/A. PAGE 1 OF 4

11 Form 1 LOCAL DRAYAGE APPLICATION: Company Information, Contact Information and Truck Tag Allocation 1.2 SECONDARY COMPANY INFORMATION In the event that two trucking companies are applying for the jointly and severally liable local drayage Licence and Access Agreement, Section B must be completed. B1 Company Contact and Address Company Name: Principal Contact Name: Phone Number: Address: Company Address (line 1): Company Address (line 2): City: Province: Postal Code: B2 Corporate Company Identification SCAC Code: DBA (Doing Business As, if applicable): British Columbia Corporate Registration Number: National Safety Code Number: B3 Unionized Labour If applicable, please provide name of union (i.e. Unifor, Teamsters, etc): Collective Agreement expiry date: B4 Emergency Contact NOTE: This contact cannot be the Administrator of the Licence and Access Agreement. Contact Name: Relationship/Role: Phone Number: Address: All fields are mandatory and are required for the application to be processed. If a field is not applicable to your company, please indicate by entering N/A. PAGE 2 OF 4

12 Form 1 LOCAL DRAYAGE APPLICATION: Company Information, Contact Information and Truck Tag Allocation 1.3 LOCAL LICENCE AND ACCESS AGREEMENT ADMINISTRATOR CONTACT INFORMATION IMPORTANT NOTE: The contact information provided here will be the single point of contact for Port Metro Vancouver regarding this application or, in the event the applicant is successful, future ADMINISTRATIVE matters regarding the local drayage License and Access Agreement. This contact is responsible to ensure correspondence is distributed to appropriate parties, such as the joint applicant/holder. Licence and Access Agreement Contact Name: Company Name: Phone Number: Address: Company Address (line 1): Address (line 2): City: Province: Postal Code: 1.4 TRUCK TAG ALLOCATION ELIGIBILITY AND REQUEST PRIMARY COMPANY: 1. Total fleet size in TLS at December 8, 2014 (eligible truck tag allocations): 2. Total number of Approved company-owned trucks at December 8, 2014: 3. Total number of Claimed TLS Independent Operators at December 8, 2014: 4. Application: How many truck tags are you requesting? 5. Division of truck tag request How many company-owned trucks? 6. Division of truck tag request How many Sponsored Owner Operator Trucks? NOTE: The number of trucks listed in Q5 and Q6 should add up to the number indicated in Q4. 7. In the event additional truck tags are available, how many more do you want? 8. Please provide an explanation of how your company intends to meet the additional Truck Tag Allocations as indicated in question 7 if awarded in the application process: PAGE 3 OF 4

13 Form 1 LOCAL DRAYAGE APPLICATION: Company Information, Contact Information and Truck Tag Allocation 1.4 TRUCK TAG ALLOCATION ELIGIBILITY AND REQUEST (CONTINUED) SECONDARY COMPANY (IF APPLICABLE): 1. Total fleet size in TLS at December 8, 2014 (eligible truck tag allocations): 2. Total number of Claimed TLS Independent Operators at December 8, 2014: 3. Total number of Approved company-owned trucks at December 8, 2014: 4. Application: How many truck tags are you requesting? 5. Division of truck tag request How many company-owned trucks? 6. Division of truck tag request How many Sponsored Owner Operator Trucks? NOTE: The number of trucks listed in Q5 and Q6 should add up to the number indicated in Q4. 7. In the event additional truck tags are available, how many more do you want? 8. Please provide a brief explanation of how you see filling the additional Truck Tag Allocations as indicated in question 7 if awarded in the application process: In the event that the information, terms and conditions of the application package conflict with the respective terms and conditions of the Licence and/or Access Agreement, the terms and conditions of the Licence and Access Agreement. PAGE 4 OF 4

14 Form 2.1 Truck Registration Form Fill out one form per truck request. All fields are mandatory and are required for the application to be processed. If a field is not applicable to your company, please indicate by entering N/A. Section A. Truck Details Vehicle Identification Number (VIN): Unit Number (as indicated on insurance papers and the body of the truck): Fleet Number (as indicated on insurance papers): Licence Plate Number: Make: Section B. Truck Ownership This truck is legally and beneficially owned or leased by: Company: OR Sponsored Owner Operator: Model: Year: Colour: In the event the information, terms and conditions of the application package conflict with the respective terms and conditions of the Licence and/or Access Agreement, the terms and conditions of the Licence and Access Agreement shall prevail. INTERNAL USE ONLY Legacy system: Approved Truck: Yes No PMV GPS unit installed: Yes No PMV GPS Locator Number: PMV GPS installation Appt. Date: TLS Decal assigned: Yes Number: PAGE 1 OF 1

15 Form 3.1 Company Employee Driver Port Pass Information Please use this fillable PDF, save a copy and include as part of your application. Provide all requested information for all employee drivers you wish to include in this application. Please save and reuse this form in the event that there are more drivers than allowed on one page. Port Pass Number First Name Middle Name Last Name PAGE OF

16 SCHEDULE D SPONSORSHIP APPLICATION Name(s) of Sponsoring User (or names of both Full Service Operator(s), if Sponsoring User is more than one entity) (jointly and severally, the Sponsor ) Primary Company: Secondary Company (if applicable): Name and Port Pass # of Sponsored Owner Operator, (together with any eligible employees of the Sponsored Owner Operator, the Sponsored OO ) Name: Port Pass #: Pursuant to the Access Agreement that the Sponsor wishes to enter into with the Vancouver Fraser Port Authority (respectively, the Access Agreement and the Authority ), the Sponsor and the Sponsored OO hereby apply for Sponsorship. Capitalized terms not otherwise defined herein have the meanings given to them in the Access Agreement. The Sponsor and the Sponsored OO hereby confirm that: 1. the Sponsorship will not be effective unless and until the Authority confirms its approval of same in writing; 2. a copy of the covenants contained in the Access Agreement has been provided to the Sponsored OO; 3. the Sponsored OO is bound by all of the covenants of the Sponsor contained in the Access Agreement and contained in the Licence between the Sponsor and the Authority. For greater certainty, but without limitation, the Sponsor and the Sponsored OO are subject to all of the provisions of the Container Trucking Legislation; 4. if the Sponsored OO uses the services of any other person to undertake Port-Related Drayage Services, that person must be an employee of the Sponsored OO and identified in the form attached as Appendix 1; 5. all data respecting trucks must be provided in accordance with the prescribed application process; 6. all data submitted to the Authority must be kept current. It is the Sponsor s obligation to notify the Authority forthwith if any of the information of the Sponsor, the sponsored OO or the Sponsored OO s employees changes. 7. Either the Sponsor or the Sponsored OO may terminate the Sponsorship at any time, upon notice to the other party, the Authority and the British Columbia Container Trucking Commissioner; and 8. Within thirty (30) calendar days of termination: (a) if the Sponsor terminates, the Sponsored OO may secure an alternate Sponsor; and (b) if the Sponsored OO terminates, the Sponsor may either secure an alternate Owner Operator through Sponsorship or add an Approved Vehicle. The Authority reserves the right to terminate Sponsorship immediately upon notice, for breach of the Access Agreement, including, without limitation, breach of the terms contained herein. PLEASE NOTE: APPLICATIONS WILL NOT BE CONSIDERED UNLESS THE SPONSORED OO AND ANY PERSON EMPLOYED BY THE SPONSORED OO TO UNDERTAKE PORT-RELATED DRAYAGE HAS SUBMITTED TO THE SPONSOR A COMPLETED CONSENT TO DIS- CLOSE, IN THE FORM ATTACHED AS SCHEDULE E TO THE ACCESS AGREEMENT AND ANY OTHER CONSENTS REQUIRED BY THE BRITISH COLUMBIA CONTAINER TRUCKING COMMISSIONER. FORM PAGE 1 OF 3

17 Form 3.2 SPONSORSHIP APPLICATION By signing in the space provided below, the Sponsor and the Sponsored Owner Operator confirm that they agree to the terms and conditions set out above. Dated this day of, 201. SPONSOR, by its duly authorized signatory or signatories, if more than one company Signature Name (please print) Company Name (please print) Signature Name (please print) Company Name (please print) SPONSORED OWNER OPERATOR, by its duly authorized signatory or signatories, if a corporate entity Signature Name (please print) WITNESS Signature Name (please print) Address WITNESS Signature Name (please print) Signature Name (please print) Address FORM PAGE 2 OF 3

18 Form 3.2 SPONSORSHIP APPLICATION Appendix 1: Employee Information Port Pass Number First Name Middle Name Last Name In the event that the information, terms and conditions of the application package conflict with the respective terms and conditions of the Licence and/or Access Agreement, the terms and conditions of the Licence and Access Agreement prevail. FORM PAGE 3 OF 3

19 FORM 4.1 CONSENT I, (please print clearly), effective as of the date set out below, hereby acknowledge and agree that: (1), (the Licensee ) has been issued a licence by the British Columbia Container Trucking Commissioner (the Commissioner ), appointed under the British Columbia Container Trucking Act (the Act ), to carry out container trucking services as defined and prescribed pursuant to the Act and its regulations or a licence has been deemed (the Licence ). (2) In order to apply for the Licence, and periodically during the term of the Licence, the Licensee must provide certain information, which may include personal information, respecting companies, vehicles and vehicle operators and related activities to the Vancouver Fraser Port Authority (the Authority ) and/or to the Commissioner (the Required Information ). (3) The Required Information is collected and may be used by and disclosed to the Commissioner, the Authority and/or Her Majesty the Queen in right of the Province of British Columbia, represented by the Minister of Transportation and Infrastructure (the Province ), for the purpose of stabilizing the container trucking industry in the Lower Mainland of British Columbia, and enhancing safety, security, order, and operational efficiencies within that industry, and ensuring compliance with the Act, and the regulations and orders of the Authority or the Commissioner made under that Act (the Purpose ). (4) In consideration of the possibility of my deriving a benefit from the granting of the Licence, I hereby unconditionally and perpetually consent, authorize and grant to the Commissioner, the Authority and the Province all necessary authority, right and license: (a) to collect, including to collect indirectly from the Licensee, the Commissioner, the Authority and/or the Province, as the case may be, any of my personal information contained in the Required Information; (b) to use any of my personal information contained in the Required Information in furtherance of the Purpose, (c) to disclose any of my personal information contained in the Required Information to the Licensee, the Commissioner, the Authority and/or the Province, as the case may be, in furtherance of the Purpose or as may be authorized or required in accordance with applicable law, including under the Act. (5) I further agree: (a) to provide the Required Information to the Licensee, the Authority, the Commissioner and/or the Province as may be required or requested from time to time; (b) that the Authority or the Commissioner may disclose to third parties the Required Information, including any of my personal information contained in the Required Information, and any other information in respect of any breach of the terms of the Licence or any proposed or actual suspension, modification, or termination of the Licence; and

20 FORM 4.1 (c) that such third parties may share with the Authority or the Commissioner any comparable or necessary information, including personal information, about me, my vehicles, my companies, my activities and my operations, in respect of any breaches of the terms of the Licence or any proposed or actual suspension, modification, or termination of the Licence. Dated this day of, 20 SIGNED & DELIVERED in the presence of: Witness Name (Please print) Witness Signature ) ) ) ) ) ) ) ) ) ) Signature of Consenting Party Your personal information is being and, in accordance with this Consent, will be collected under section 26(c) of the Freedom of Information and Protection of Privacy Act for the purpose described above in section 3. If you have any questions regarding the collection of personal information under this Agreement, please contact: Michael Crawford, Manager, Business Development, Partnerships Department, PO Box 9850 Stn Prov Govt, Victoria, BC, Telephone:

21 FORM 4.2 CONSENT TO DISCLOSE 1. I, (please print clearly) hereby acknowledge that: (A), (the User ) has entered into an Agreement with the Vancouver Fraser Port Authority, (the Authority ), respecting certain drayage services, (the Agreement ); (B) The User has also applied for or entered into a licence with the Authority and/or a third party related to port-related drayage services, (the Licence ); (C) I am an employee of the User (or one of them) or I am either a Sponsored Owner Operator of the User (or one of them) or the User and I have applied pursuant to the Agreement for such sponsorship authorization from the Authority, ( Sponsorship Authorizations ); (D) The User (or one of them) and/or I have or have applied for port-related access passes, ( Port Passes ); and (E) In order to apply for the Agreement, the Licence, Sponsorship Authorizations and/or Port Passes, and during the respective terms of same, the User and/or I must provide certain information, including personal information respecting companies, vehicles and vehicle operators and the activities of same to the Authority, (the Required Information ). The Required Information is collected for the purpose of enhancing safety, security, order, drayage industry stability, and operational efficiencies within the Access Area and those communities adjacent to the Access Area, (the Purpose ). 2. In furtherance of the Purpose, I hereby acknowledge, consent and agree: (A) to provide the Required Information to the User and/or the Authority as requested; (B) that the User (and, if applicable, each of them) may disclose any or all of the Required Information, including, without limitation any personal information to third parties, including law enforcement, government, and regulatory agencies, other port users, and terminal operators, (collectively, Third Parties ); (C) that the Authority may disclose the Required Information and any information regarding any alleged breach of the terms of the Licence, the Agreement, the Port Pass program and/or any proposed or actual suspension, modification, or termination of the Licence, Agreement or Port-pass program, to Third Parties; and

22 FORM 4.2 (D) that Third Parties may share with the Authority comparable information about me and/or my vehicles and companies, including, without limitation, information respecting my activities and/or operations and alleged or suspected activities, (including personal information), that might constitute violations and/or breaches of the terms of the Licence, Agreement and/or Port Pass program. Dated this day of, 20 SIGNED & DELIVERED in the presence of: ) Signature of Consenting Party Witness Name (please print) Witness Occupation Witness Signature

23 Table 1: Access Agreement APPENDIX A: CHARGES & MINIMUM REQUIREMENTS Holder Description Annual Contract Charges Required Damage Deposit (10% of total charges, up to a maximum of $10,000) Commercial General Liability Minimum Insurance Coverage Automobile Liability Cargo Insurance 5 to 15 trucks $ 35,000 $ 3,500 $ 5,000,000 $ 5,000,000 $ 100, to 20 trucks $ 45,000 $ 4,500 $ 5,000,000 $ 5,000,000 $ 100, to 45 trucks = $ 45,000 + ($ 2,250 x [number of trucks over 20 trucks]) = 10% of Annual Contract Charge $ 5,000,000 $ 5,000,000 $ 100, or more trucks = $ 45,000 + ($ 2,250 x [number of trucks over 20 trucks]) $ 10,000 - maximum amount $ 5,000,000 $ 5,000,000 $ 100,000 Table 2: Licence Compliance/Surety Bond Holder Description Required Compliance/Surety Bond Amount $250,000 for up to 20 trucks; $125,000 per additional 10-truck increment 5 to 20 trucks $ 250, to 30 trucks $ 375, to 40 trucks $ 500, to 50 trucks $ 625, to 60 trucks $ 750, to 70 trucks $ 875, to 80 trucks $ 1,000, to 90 trucks $ 1,125, to 100 trucks $ 1,250, to 110 trucks $ 1,375, or more trucks = $ 250,000 + $125,000 x [every ten trucks over 20 trucks]) A1

24 Truck Model Age Requirement APPENDIX B: TRUCK MODEL AGE TRANSITION TLS operating year MINIMUM REQUIRED MODEL YEAR FOR APPROVAL IN TLS: EXISTING TRUCKS IN TLS MINIMUM REQUIRED MODEL YEAR FOR APPROVAL IN TLS: ADDITIONS/REPLACEMENTS TO ANY TLS FLEET or newer or newer and 2006 with DPF or newer and 2006 with DPF or newer or newer or newer Etc. Etc. Current Environmental Requirements Program new truck/replacement truck age requirement Existing trucks in TLS will arrive at the 10-year old truck model age requirement All trucks in TLS will arrive at the rolling 10-year old truck model age requirement Truck Age Transition Plan for Existing Trucks Model Year Calendar Year DOC NOT ALLOWED 1995 DOC NOT ALLOWED 1996 DOC NOT ALLOWED 1997 DOC NOT ALLOWED 1998 DOC NOT ALLOWED 1999 DOC NOT ALLOWED 2000 DOC NOT ALLOWED 2001 DOC NOT ALLOWED 2002 DOC NOT ALLOWED 2003 DOC NOT ALLOWED 2004 DOC NOT ALLOWED 2005 DOC WITH DPF WITH DPF NOT ALLOWED 2006 DOC WITH DPF WITH DPF NOT ALLOWED 2007 NOT ALLOWED 2008 NOT ALLOWED 2009 NOT ALLOWED 2010 NOT ALLOWED A2

25 APPENDIX C: ICBC SAFETY & HAZARD MANAGEMENT EVALUATION SERVICE Port Metro Vancouver Endorsement Port Metro Vancouver, a major stakeholder in the Lower Mainland s transportation and logistics network, enthusiastically endorses ICBC s Safety & Hazard Management Evaluation Service and encourages its drayage sector fleets to receive an Evaluation. Participation in the Service is voluntary. However, TLS license applications will garner special consideration should licensees have received an Evaluation. Background and Program Objectives ICBC launched its Safety & Hazard Management Service in October The free Service is provided by professional Fleet Safety Coordinators to ICBC customers in the commercial trucking, taxi, and municipal transit sectors. The program aims to understand commercial customers needs and provide assistance in helping commercial customers understand their cost of risk. The service will help commercial fleets identify ways they can improve safety and reduce risks for their operations and drivers. ICBC initialized the program with a test phase that allowed for the collection of customer feedback to optimize the service offering. ICBC has received positive feedback from all the fleets who have participated in the program to date. How It Works The Evaluation is delivered utilizing a collegial, collaborative and consultative approach and includes: An initial meeting with management to understand business goals and expected outcomes; The assessment of a trucking fleet s operational safety practices using an evaluation framework which includes recognized industry basic, better and preferred practices; The Evaluation focuses on primary components of the company s operational safety system including Driver Management, Safety Systems Management, Equipment Management, Cargo Management and Compliance Management; Interviews with key fleet personnel, including drivers and/or owner operators; The delivery of a report to management which includes observations made during the Evaluation and a quantitative scorecard for fleet and industry benchmarking purposes; If requested by the fleet, targeted recommendations for improvement The Service aims to equip fleets with the tools to manage their costs of risk to better outcomes. ICBC Contact Letters of Intent to participate in the Service are available upon request. For more information, please contact an ICBC Fleet Safety Coordinator at (604) or via shaun.garvey@icbc.com A2