Thursday, March 29, 2012

FARE INSPECTORS

SOP 300 Effective 11/18/2002
Purpose:
· To define the Field Operations expectations for employees reporting for duty and ending their duty.
Statement of Principles:
· Field Operations Inspectors are required to promptly report for duty at the scheduled shift time and location.  Failure to do so will result in a late report or oversleep.
· Field Operations Inspectors, presenting or reporting for duty, will do so in uniform of the day.

Duties and Responsibilities:
· The Field Operations Inspector will begin and announce his/her 10-8 for duty on Main 1, Main 2, or A-16 Bus no later than 15 minutes from the start of his/her shift.  Field Operations Inspectors are required to exit his/her report location within 15 minutes at shift start.  Any delay or exception must be authorized through the Lead Supervisor.
· If the Inspector is marking off work or physically unable to report for duty at his/her scheduled shift start time, the Inspector is required to notify Operations Command Center-Dispatch at  Operations Command Center-Dispatch will complete a “Telephone Call-In Log” and submit to the appropriate Assistant Manager of Field Operations.
· OCC-Dispatch will notify a Field Operations Lead by pager or telephone at the time of the call in by the Inspector.
· The Field Operations Inspector will announce 10-79 shift end time on his/her resident channel: Main 1, Main 2, or A-16 Bus. 10-79 announcements will be made no earlier than ten (10) minutes to end of shift.
· Field Operations Inspectors are required to return to his/her report location no earlier than fifteen 15 minutes at end of shift.
· Call Lead Supervisor if more than 15 minutes to start of duty.
SOP 301 Effective 11/18/2002
Purpose
· To ensure that TriMet Field Operations Inspectors meet or exceed TriMet professional standards that shall include uniform appearance, customer service, work competence, and legal and ethical conduct in performance of their duty.
Statement of Principles
· Field Operations Inspectors will maintain the highest professional standard of duty in their conduct, uniform, appearance, and work practices.
· Field Operations Inspectors will not use his/her position for personal benefit or for gaining favors from the public.  Field Operations Inspectors must avoid even the appearance of impropriety.
· Information gathered in the performance of duty will be disseminated only to those who have a need to know according to established departmental guidelines.  Inspectors will not divulge the identify of or information about anyone, except as authorized by a directive of proper authority.
· To ensure the highest quality customer service, communication with customers will always try to educate, ensure compliance, develop respect for Tri-Met, and avoid conflict whenever possible.
Duties and Responsibilities
· The Field Operations Inspector uniform of the day is provided through TriMet’s authorized vendor, unless authorized in writing through a Field Operations Manager or Assistant Manager.  This will include outerwear and assigned equipment.
· Upon notification of special duty, event, or system emergency condition, the Inspector may be directed to wear a TriMet safety vest.  TriMet safety vests will be issued as equipment to each Field Operations Inspector.
· Field Operations Inspectors will carry and/or display TriMet TRACS identification badges, nameplate, and a valid driver’s license while on duty.
· Upon request by a customer or citizen, a Field Operations Inspector will immediately and politely provide his/her last name or employee number.

· The uniform of the day will be clean and provide a professional appearance.
· A complete uniform is to be worn while on duty.
· TriMet authorized representatives or Field Operations Managers shall issue all uniform and other items of duty equipment.
· A Field Operations Inspector nameplate shall be visible and worn centered directly above the right breast pocket.
· A Field Operations Inspector badge is to be worn at the place provided above the left breast pocket.
· No insignias, emblems, buttons, embroideries, or other items will be worn on the uniform without authorization from a Field Operations Manager or Assistant Manager.
· Personal jewelry, hairpieces or wigs, and sunglasses may be worn as long as the items do not physically interfere with the performance of duty.
· Shoes will be clean and in good condition in black or brown material that can be polished.  The height of the shoe heel will not exceed two (2) inches.

SOP 303 Effective 11/18/2002
Purpose:
This policy is to reiterate TriMet’s expectations for conduct of all TriMet employees.
Statement of Principles:
The public scrutinizes Field Operations Inspectors.  They observe every action, word and tone of voice.  The following rules support professionalism and safety.  Inspectors must give full attention to performance of their duties and must not engage in any activity or conduct that is unbecoming of their position.
Definition:
Sources of employee conduct expectations are the Working and Wage Agreement, Article I, Section 4, Paragraph 4; the TriMet Code, Sections 28.20 and 29.40; the District’s Human Resources Manual, Policies 168, 185, and 404; the Bus Operator’s Guide, Section III; the Rail Transportation Rule Book, Rules 118, 219, 220, and 221; Rail Operations Standard Operating Procedures, SOP 435; and the Fare Inspector SOPs.
Prohibited Conduct:
Below are examples of prohibited behaviors applicable to all TriMet employees.  These examples are not intended to be a complete list of prohibited conduct or expectations of employee behavior.
· Use, sell, distribute, possess or be under the influence of alcohol, a controlled or illegal substance, a drug not medically authorized, or any other substance that impairs job performance, while on duty, in uniform, or on TriMet property.
· Take medication of any kind that will impair safety or job performance (if medication is prescribed, notify your immediate supervisor or manager, and complete an Employee Notification of Prescription form).
· Possess a weapon while on duty, in uniform, or on TriMet property.  No one except transit police may possess a weapon while on duty or on TriMet property.  Specifically, no employee may possess firearms while at work and may not keep firearms in their vehicles while parked on TriMet property.  This prohibition applies even if the person has a valid gun permit.
· Verbally or physically assault, mistreat, or harass through speech, gesture, or bodily contact, customers, TriMet employees, District contractors and vendors, and/or the general public while on duty, in uniform, or on TriMet property.
· Have unwanted touching or avoidable physical contact with a person or his/her possessions, or use force beyond the legal defense of self or others while on duty, in uniform, or on TriMet property.
· Restrain by physical action or command, pursue, stalk or confront members of the public, TriMet employees, or TriMet customers while on duty, in uniform, or on 
TriMet property.
· Falsify, misrepresent, or omit pertinent information on a record, statement, activity log, or report pertaining to one’s activities, responsibilities, observations, or employment at TriMet.
· Engage in sexual or bias harassment.
· Discriminate against anyone (to treat unfairly or deny normal privileges to individuals because of their membership in a legally protected class, such as race, sex, disability, religion, sexual preference, or personal characteristics).
· Falsify sickness or injury or be absent from work without just cause or supervisor’s permission (AWOL) for more than 4 working days.
· Refuse to participate in, withhold information, or make false or misleading statements while a party to an official investigation of an accident, incident, rule violation or complaint.
· Discuss with unauthorized persons, including the principals involved, any matters that have been or are under investigation, or that interfere with or compromise an ongoing investigation.  (Matters of investigation are confidential and may not be discussed outside the investigative process.)
· Be convicted of a criminal act while on duty, in TriMet uniform, or on District property.
· Commit theft while on duty, in uniform, or on TriMet property (theft may include services, property or revenue).
· Interfere with another employee’s performance.
· Be insubordinate or disrespectful to a supervisor or manager, which includes, but is not limited to: refusing to work an assignment, not following a supervisor’s orders or District or department rules, or disregarding District or department policies or procedures.
· Lead fellow employees in a wildcat strike or slowdown, attempt to cause such a job action, or participate in such an action.
· Gamble while on duty, on TriMet property, or in uniform.
· Participate in political campaigning (including wearing buttons) or soliciting for charitable causes or other events while on duty or in uniform.
As representatives of a public agency, fare inspectors are to remain neutral.  These are valuable personal activities but must be done off duty and out of uniform.
· Solicit, canvass, circulate petitions or collect money while on duty, on TriMet property or in uniform without written permission from the General Manager, except Union activities as permitted under Oregon law.
Violations of agency or department policies and procedures may result in a work improvement plan or disciplinary action up to and including termination.
SOP 304 Effective 11/18/2002
Purpose:
· To ensure that the appropriate personnel are contacted and deployed during an emergency event.  Emergency events are defined as follows:
Definitions:
· Emergency events are defined as follows:
1. A fatality
2. An injured person or employee needs immediate attention at a medical facility
3. A major accident with bus or train
4. A derailment
5. A fire on a TriMet vehicle or TriMet property, including platforms or transit centers
6. A state or city declared emergency or evacuation
7. A security or criminal incident occurring on TriMet vehicles or property, including a homicide or any death, rape, robbery, aggravated assault, bomb threat, hijacking, 
8. Media attention or response
9. Major damage to TriMet property
10. Hazardous material incidents to include release of flammable, caustic, or toxic materials on or adjacent to TriMet vehicles or property
11. Other events upon notification by a Field Operations Manager, Assistant Manager, Lead, or OCC
Statement of Principles:
· It is the duty of the Field Operations Manager or Assistant Manager, Field Operations Lead, or the Operations Command Center (OCC) to notify all field employees when a major emergency event occurs.  This is accomplished by the use of radio, phone, pager, or face-to-face conversation.
Duties and Responsibilities:
· Upon notification of an emergency, Field Operations Inspectors must monitor all radio transmissions and be prepared to respond to a tactical channel and directives from a Manager, Assistant Manager, Lead, or OCC.
· Field Operations Inspectors may be required to coordinate alternative means for operating around the emergency incident or to a rallying point designated by the OCC.
· Field Operations Inspectors may be directed to duties that meet the needs of the existing emergency.  This may include evacuation assistance, vehicle (bus) movement, or assistance to TriMet employees or public citizens.  TriMet Managers and OCC will direct emergency duties.

SOP 305 Effective 11/18/2002
Purpose:
· To advise Field Operations Inspectors of the conditions warranting a request for Police assistance and the correct procedures to follow for requesting that assistance.

Statement of Principles:
· The Field Operations Inspector will act within the limits of his/her authority.
· Field Operations Inspectors are not law enforcement officers as defined under Oregon law and have no right, power, or authority to arrest another person except for that authority possessed by a private citizen.  In performing their duties for TriMet, Field Operations Inspectors may not make or attempt to make arrests of persons on TriMet vehicles or property.
· Only Police have authority to enforce 28.15T of the TriMet Code – criminal activity on the transit system, including criminal trespass.
· Only Police have authority to cite, exclude, or arrest for violations of the law not identified by chapter 28 or 29 of the TriMet Code.
· Police assistance or response is not necessary or appropriate to examine a customer’s personal identification.  Inspector may call for Police assistance to issue a citation or exclusion.
Duties and Responsibilities:
· Field Operations Inspectors will use the following protocols when requesting Police.  A Field Operations Inspector will have knowledge of emergency and non-emergency situations.
Procedures:
· Emergency conditions include circumstances where Police or medical response is required if the Inspector, an employee, or a public citizen is threatened; when a medical emergency exists; or when an individual is not able to care for him or herself.  In this condition, the Inspector will request Police by announcing “Priority” on the radio channel to OCC.
· A trespass condition occurs when a person returns to TriMet property during the time that he/she is excluded.  A person’s exclusion must be verified by an “R” check.  Criminal trespass is against the law; therefore, only a Police Officer can cite, exclude, or arrest for criminal trespass.  Note: refer to Operational Bulletin #02-01.

· Non-emergency conditions mean there is no threat to safety; it is sufficient to provide your location and the problem by transmitting clear and brief information to OCC.  OCC may dispatch a Field Operations Inspector to investigate a report of a person sleeping or of an intoxicated person.  Based on the condition of the person and information provided, the responding inspector/supervisor will determine the necessary Police, fire or medical response and make the request for assistance to the OCC.
1.0 Purpose:
This procedure outlines basic fare inspection approach and condition techniques for Code Enforcement personnel. Chapter 29 of the TriMet Code lists regulations governing proof of fare payment.

2.0 Procedures:
1.    In all fare inspection situations:
  • Use safe and effective platform/vehicle entry points and engagement techniques.
  • Develop a standard professional greeting and presence during initial approach to customers on vehicles or platforms.
  • Acknowledge and thank each person as she or he displays a fare, pass, personal identification, tickets, or transfer.
  • Do not detain any person or prevent his/her exit or departure from any TriMet property or TriMet vehicle.  A person announcing or choosing to depart should be allowed to do so. (SeeSOP 307 Use of Physical Force).
2.    Use a safe and systemic approach when inspecting fares onboard a MAX train. If the train has two cars, move to the second car when you have finished the first.
3.    To inspect fares onboard a TriMet bus:
  • As the bus pulls into the stop, hold up one or two fingers to indicate the number of doors the operator should open.
  • Announce your presence to the operator at the front door.
  • Check exiting passengers from the bus. Do not position yourself in a manner that blocks or prevents safe exit or entry from the bus. Passengers deboarding a bus without proper proof of payment are in violation of TriMet Code.
  • Enter the bus to complete the inspection.
4.    To inspect fares on MAX platforms:
  • Check passengers exiting the train. Do not position yourself in a manner that blocks or prevents safe exit or entry from the train.
  • Passengers deboarding a train without proper proof of payment are in violation of TriMet Code.
At paid platforms, passengers are required to have a valid fare instrument when entering, exiting, or occupying the MAX platform. This requirement is prominently posted. To inspect fares at paid platform MAX stations:
  • Inspect fares of the passengers occupying the platform.
  • Position yourself at an entry/exit point to check fares of departing and arriving passengers. Do not position yourself in a manner that blocks or prevents safe exit or entry from the platform. Departing passengers without proper proof of payment are in violation of TriMet Code.
  • If intending passenger comes to entry point for the platform without proper fare, instruct the intending passenger to purchase a fare.  If the person chooses to leave instead of purchasing a fare and entering the platform, do not pursue him/her.
5.    Follow procedures outlined in SOP313 when responding to violations of TriMet’s fare policy:
  • Written Warning: Warnings should be used rarely and only in cases where there are compelling reasons to extend leniency rather than issue a citation.
  • Citation: It is TriMet’s policy that clear violations of fare policy require issuance of a citation to ensure overall system compliance.
  • Exclusion: If the nature of the customers’ actions warrants temporary removal of the customer from the TriMet system.
SOP 307 Effective 11/18/2002
Purpose
· Ensure that Field Operations Inspectors do not use physical force to ensure customer compliance and education in application of TriMet Code.

Statement of Principles
· Field Operations Inspectors are not authorized to use physical force in the issuance and serving of written warnings, citations, or exclusions.
· The use of physical force with a person(s) is allowable only when a reasonable person determines it is necessary to defend self or a third party from what the inspector reasonably believes to be “the use of” or “imminent use of” physical force against them.
· Gaining a person’s attention, providing requested passenger assistance, assisting in a medical emergency, or other public safety actions are allowable for use of physical contact.
.
Duties and Responsibilities
· A Field Operations Inspector involved in the use of physical force will immediately notify his or her Lead Supervisor or Manager.  The Inspector will document the incident as soon as possible.
· A Field Operations Inspector will not detain any person or prevent his/her exit or departure from any TriMet property or TriMet vehicle.
· Under conditions of enforcing TriMet Code or fare compliance, a person announcing or choosing to depart will be allowed to do so. The Inspector will record what information they have in his/her written Inspection Log.
· If a person engages in criminal action or exhibits a threat to public safety and that person is departing from the scene, the Inspector will remove him or herself from the immediate area.  The Inspector will secure a complete suspect description and direction of travel, contact OCC and request Police assistance to his/her location.
· Field Operations Inspectors will not block, corner, or step in front of a person to prevent that person(s) exit from the vehicle or TriMet property.
· It is not allowable to hold a person’s ID as a method of detaining them.
· Field Operations Inspectors will ask for property such as a license or other form of identification and will retain such property only for so long as is necessary to obtain the appropriate information.
SOP 308 Effective 11/18/2002
Purpose
· Field Operations will establish and follow criteria for assessing rider behavior and advising riders of appropriate behavior on TriMet vehicles and premises, and will work in cooperation with the TriMet Transit Police Division, when appropriate, to address or respond to behavior on TriMet vehicles or premises.
Statement of Principles
· Field Operations Supervisors and Inspectors have the responsibility of informing persons when his/her actions are inappropriate or appear to be in violation of 
TriMet Code.
· Field Operations Supervisors and Inspectors are responsible for determining a person’s final destination, or if they are in need of assistance.
· The Field Operations Supervisor or Inspector will request additional support if necessary, i.e. a family member, social services agencies, Police, or medical.
Duties and Responsibilities
· When there is a report of a person who is sleeping, lost or confused, or a juvenile that clearly should not be unattended, a Supervisor or Inspector may respond to determine the person’s intended use of TriMet property.
· OCC will send a Field Supervisor or Inspector to the reporting vehicle or location.
· OCC will send a unified response of Police and a Field Supervisor/Inspector in these conditions:
1. If the reporting party states the person does not react to efforts to rouse them
2. There is concern about the person’s welfare
3. It is determined there is violation of State, City, or TriMet Code
The first arriving unit will evaluate the situation and act within his/her authority to assist or query the party in question.
At no time will OCC request a Field Supervisor/Inspector to physically remove a person from District property.
OCC will assist the responding Supervisor/Inspector and Police units in determining a rendezvous point to meet a District vehicle while en-route.  The intent is to minimize the delay to riding passengers.
The responding units will have final say on the meeting point or if the vehicle will hold at an announced position.  This is determined by information received by the reporting party.
SOP 310 Effective 11/18/2002
Purpose:
· Dependable and effective communication is necessary for the safe and reliable operation of TriMet’s bus and light rail systems. Therefore, a radio system and pagers are provided for instant communication between employees working in the field to stay in direct contact with the Operations Command Center (OCC).
Statement of Principles:
· Field Operations personnel will follow essential protocol, procedure, and best practices when using 800 MHz radio communications.
Duties and Responsibilities:
· Operations Command Center coordinates the communication of all employees in the field.
· Field Operations Supervisors and Inspectors will be equipped with portable radios and pagers.
· The OCC is designated a “quiet zone” so employees in the area are not distracted from their work, and transient voices and radios are not heard over the Controller/Dispatcher’s microphone, disrupting communication.
Note: Portable radios will be turned to low volume upon entering the OCC.
· Federal Communications Commission
All radio communication systems in the United States are under the jurisdiction of, and regulated by, the Federal Communications Commission.  TriMet and its employees are governed by the following FCC operating rules:
· Radio transmission must be identified. (Unit/line train numbers are acceptable, as the radio system has automatic call sign identification.)
· No transmission shall be made when the channel is already in use, except in an emergency.
· Employees shall not transmit a false distress communication, false call letter, unnecessary, irrelevant, or personal communication; nor employ indecent or profane language over the radio.
· Only those employees specifically authorized to do so shall make any adjustments to a radio set.
· It is a violation of federal law to willfully damage or permit others to damage radio equipment.
Any violation of the above rules will be subject to disciplinary action up to and including termination of employment.
Procedures:
· Field Operations Personnel
· Field Operations personnel will report for duty on his/her resident talkgroup by stating that they are 10-8.
· When OCC calls your unit number, you are to answer stating your unit number and give your location.
· When directed to a tactical talkgroup, will announce their arrival by stating their unit number.  When back on your resident talkgroup, you will announce that you are back.
· When OCC announces for “All non-emergency off the air”, every unit will hold regular calls until OCC announces they are taking regular calls.
· You do not have to announce that you are leaving your resident talk group to perform an R-check.  You should perform the R-check and then promptly return to your resident channel.
· When ending your shift, all field Operations personnel will go 10-79 on their respective talkgroup.
· Any radio/pager malfunction must be reported to a Field Operations Lead as soon as possible.
· OCC will make every effort to replace malfunctioning equipment as quickly as possible to assure a complete communication system.
· Radio Operation
Employees using a radio should:
· Be certain that a clear channel is available.
· Begin the message with appropriate identification. OCC need not repeatedly identify themselves.
· Keep transmission brief and to the point while including all necessary information.  In general, the radio system should remain open and available for priority traffic.
· Refrain from using radio communication for purposes not related to system operation.  Use of private calls shall be held to an absolute minimum.  Avoid informality and undisciplined calls.  Excessive private calls are prohibited.
· Answer calls promptly.  If more time is needed before responding, reply “standby” immediately and provide a full response as soon as possible.
Note:  Improper use of, and/or misuse of, any radio channel will be subject to disciplinary action up to and including termination of employment.

· No Answer Policy
· Expectations are that Field Operations personnel will answer their radio whenever called.  It is understood that on occasion the employee may not be able to hear a transmission.
· If no contact was made after three attempts, OCC shall call a “No Answer” on the air.  The Lead Supervisor for that district will immediately be notified of the “No Answer”.  It will be the responsibility of the Lead Supervisor to contact the unit that is not answering his/her radio.
· Excessive violations of the “No Answer” policy may lead to disciplinary action up to and including termination of employment.
· Emergency
· It is the policy of OCC to manage radio communications and Field personnel during emergencies.  OCC may direct Field personnel to tactical channels and/or specific locations as first responder.  Field personnel shall provide frequent, accurate updates.
· Field personnel shall be prepared to function as Incident Commander at any incident.
· When directed by OCC to another channel, Field personnel shall announce their arrival to that channel.
· Remain on the directed tactical channel or scene until cleared by a Field Operation Manager, Lead, or OCC.
· If “Non-Emergency” traffic is declared by OCC, Field personnel will hold all 
non-emergency/non-incident related traffic until regular “air” is returned and announced by OCC.
· Use of clear voice in radio transmissions is preferred to the use of radio call codes.  Only use the following approved radio call codes.
· Radio Call Codes
The radio call codes approved for use on TriMet radio channels are:
10-4 Acknowledged/situation under control
10-8 In service/clear
10-11 On company property
10-19 Return to office
10-22 Inter-unit communication
10-23 Arrived on the scene
10-74 Servicing of equipment
10-79 Out of service/end of shift, supervisory
Code 33 – Baker Bomb threat
Code 9 All trains stop and hold your position at next platform
12-34 Mentally unbalanced individual

· Pagers
· Field personnel will carry their company-issued pager at all hours while on duty in the field.  The pager must be on and carried in such a manner as to be noticed immediately by the field unit when a page is received.
· The pagers will be monitored for urgent or emergency information from OCC/Leads/Managers.  This information will be of both safety and service concerns and may be for notification purposes or instructional purposes.
· Any instructions listed on the pager will be of communications orders and may require the field unit to respond on a radio channel, telephone, or to a location. The response must be done in a timely matter dictated by the urgency of the information.

SOP 310 Effective 11/18/2002
Purpose:
· Dependable and effective communication is necessary for the safe and reliable operation of TriMet’s bus and light rail systems. Therefore, a radio system and pagers are provided for instant communication between employees working in the field to stay in direct contact with the Operations Command Center (OCC).
Statement of Principles:
· Field Operations personnel will follow essential protocol, procedure, and best practices when using 800 MHz radio communications.
Duties and Responsibilities:
· Operations Command Center coordinates the communication of all employees in the field.
· Field Operations Supervisors and Inspectors will be equipped with portable radios and pagers.
· The OCC is designated a “quiet zone” so employees in the area are not distracted from their work, and transient voices and radios are not heard over the Controller/Dispatcher’s microphone, disrupting communication.
Note: Portable radios will be turned to low volume upon entering the OCC.
· Federal Communications Commission
All radio communication systems in the United States are under the jurisdiction of, and regulated by, the Federal Communications Commission.  TriMet and its employees are governed by the following FCC operating rules:
· Radio transmission must be identified. (Unit/line train numbers are acceptable, as the radio system has automatic call sign identification.)
· No transmission shall be made when the channel is already in use, except in an emergency.
· Employees shall not transmit a false distress communication, false call letter, unnecessary, irrelevant, or personal communication; nor employ indecent or profane language over the radio.
· Only those employees specifically authorized to do so shall make any adjustments to a radio set.
· It is a violation of federal law to willfully damage or permit others to damage radio equipment.
Any violation of the above rules will be subject to disciplinary action up to and including termination of employment.
Procedures:
· Field Operations Personnel
· Field Operations personnel will report for duty on his/her resident talkgroup by stating that they are 10-8.
· When OCC calls your unit number, you are to answer stating your unit number and give your location.
· When directed to a tactical talkgroup, will announce their arrival by stating their unit number.  When back on your resident talkgroup, you will announce that you are back.
· When OCC announces for “All non-emergency off the air”, every unit will hold regular calls until OCC announces they are taking regular calls.
· You do not have to announce that you are leaving your resident talk group to perform an R-check.  You should perform the R-check and then promptly return to your resident channel.
· When ending your shift, all field Operations personnel will go 10-79 on their respective talkgroup.
· Any radio/pager malfunction must be reported to a Field Operations Lead as soon as possible.
· OCC will make every effort to replace malfunctioning equipment as quickly as possible to assure a complete communication system.
· Radio Operation
Employees using a radio should:
· Be certain that a clear channel is available.
· Begin the message with appropriate identification. OCC need not repeatedly identify themselves.
· Keep transmission brief and to the point while including all necessary information.  In general, the radio system should remain open and available for priority traffic.
· Refrain from using radio communication for purposes not related to system operation.  Use of private calls shall be held to an absolute minimum.  Avoid informality and undisciplined calls.  Excessive private calls are prohibited.
· Answer calls promptly.  If more time is needed before responding, reply “standby” immediately and provide a full response as soon as possible.
Note:  Improper use of, and/or misuse of, any radio channel will be subject to disciplinary action up to and including termination of employment.

· No Answer Policy
· Expectations are that Field Operations personnel will answer their radio whenever called.  It is understood that on occasion the employee may not be able to hear a transmission.
· If no contact was made after three attempts, OCC shall call a “No Answer” on the air.  The Lead Supervisor for that district will immediately be notified of the “No Answer”.  It will be the responsibility of the Lead Supervisor to contact the unit that is not answering his/her radio.
· Excessive violations of the “No Answer” policy may lead to disciplinary action up to and including termination of employment.
· Emergency
· It is the policy of OCC to manage radio communications and Field personnel during emergencies.  OCC may direct Field personnel to tactical channels and/or specific locations as first responder.  Field personnel shall provide frequent, accurate updates.
· Field personnel shall be prepared to function as Incident Commander at any incident.
· When directed by OCC to another channel, Field personnel shall announce their arrival to that channel.
· Remain on the directed tactical channel or scene until cleared by a Field Operation Manager, Lead, or OCC.
· If “Non-Emergency” traffic is declared by OCC, Field personnel will hold all 
non-emergency/non-incident related traffic until regular “air” is returned and announced by OCC.
· Use of clear voice in radio transmissions is preferred to the use of radio call codes.  Only use the following approved radio call codes.
· Radio Call Codes
The radio call codes approved for use on TriMet radio channels are:
10-4 Acknowledged/situation under control
10-8 In service/clear
10-11 On company property
10-19 Return to office
10-22 Inter-unit communication
10-23 Arrived on the scene
10-74 Servicing of equipment
10-79 Out of service/end of shift, supervisory
Code 33 – Baker Bomb threat
Code 9 All trains stop and hold your position at next platform
12-34 Mentally unbalanced individual

· Pagers
· Field personnel will carry their company-issued pager at all hours while on duty in the field.  The pager must be on and carried in such a manner as to be noticed immediately by the field unit when a page is received.
· The pagers will be monitored for urgent or emergency information from OCC/Leads/Managers.  This information will be of both safety and service concerns and may be for notification purposes or instructional purposes.
· Any instructions listed on the pager will be of communications orders and may require the field unit to respond on a radio channel, telephone, or to a location. The response must be done in a timely matter dictated by the urgency of the information.
SOP 309 Effective 11/18/2002
Purpose:
· To establish responsibilities and accountability for radio pack sets individually assigned to Field Operations personnel.  All TriMet Field Operations Managers, Leads, Inspectors and Supervisors will be individually issued a TriMet Operations radio pack set while they are assigned to the Division.
Definition:
· TriMet purchased equipment that is assigned to Field Operations personnel. Motorola 800 MHz radios, Type 1, Type 2, and Type 3.
Duties and Responsibilities:
· All Division personnel shall be assigned a TriMet Operations pack set.  An inventory log of assigned radios will be maintained in the administrative inventory book kept in the Field Operations Lead office.
· The radios will be assigned to TriMet personnel upon their arrival to the Division.  A signed receipt for the radio will be maintained in the individual’s Division 201 file.  The radios will be returned, verified by receipt, when individuals transfer from the Division. Shift Leads will verify this procedure by reviewing the receipts.
· When a pack set or battery is in need of repair, the employee noting the deficiency will write out an explanation of the problem on a plain piece of paper and attach it to the pack set or battery.  The day shift Lead will be responsible for delivering the pack set to the radio shop for repairs.
· The Division will keep adequate supply of spare pack sets.  Spare pack sets will be secured in a locked cabinet for use during emergencies or as replacements for radios under repair.  A Manager, Assistant Manager or Lead Supervisor will sign out spare pack sets to Field Operations personnel.  The log for sign outs will be maintained in the secured cabinet.  Spare pack sets will be assigned only until the employee’s personal pack set is returned from repair, or, in the case of emergencies, when the emergency has passed.
· Battery gang chargers will be kept at Ruby Junction Operations office, Elmonica, and Center Street Field Operations offices.
· Batteries will be left in the chargers.  Radios will not be placed in the chargers.  Field Operations personnel will keep their assigned radios secured when off duty.  Field Operations personnel will have the responsibility to install fresh batteries onto their pack sets and replace.  Deleted batteries will be placed into the gang charger
· Equipment and readiness for duty:  All Field Operations employees shall be equipment ready when reporting for duty.  Employees reporting for duty
without their assigned radio during a 12-month period, will be subject to the following disciplinary action:
· First occasion: Verbal warning - assignment of spare radio by Lead
· Second occasion: Written warning - assignment of spare radio by Lead
· Third occasion: Employee not allowed to sign-in for duty, penalty of time loss until employee returns to duty with assigned radio equipment to complete his or her shift.  Notification to Field Operations Assistant Manager

· All Field Operations batteries will be clearly marked.  During quarterly inspection, batteries shall be checked for quality.
· Batteries identified for recondition or replacement shall be managed by Field Operations Lead personnel.  Field Operations personnel shall not exchange their batteries with batteries at other Agency Divisions.

SOP 311 Effective 11/18/2002
Purpose:
· Ensure that Field Operations employees at all levels work with respect for all people. Field Operations training efforts will be consistent with this goal by providing ongoing education.
· Ensure that every employee has the knowledge, skills and abilities to provide services free of discriminatory practices.
Definitions:
Profiling is the improper use of any protected classification, such as race, color, religion, sex, age, national origin ancestry, physical or mental disability, sexual orientation, marital or veteran status, family relationship, or any other legally protected characteristic or status as a basis for making a customer inquiry or taking an enforcement or compliance action.  We will not use these classifications as the defining factor in our decision to contact customers, educate and inform them, or to ensure compliance with TriMet Code.
Statement of Principles:
· It is the responsibility of Field Operations to hold individuals accountable for the training they receive.  Field Operations Leads and Managers will encourage sharing of new information and implementation of learned techniques.
· We will constantly improve our communication with transit customers at the time of enforcement action or inquiry.  TriMet Field Operations Inspectors will explain to transit customers the reason for the action or inquiry whenever possible.
· Improve overall customer service. TriMet Field Operations Inspectors will continually develop customer service strategies and actively model these values to all our customers, employees, and community members.
Duties and Responsibilities:
· It is the responsibility of the Manager of Field Operations and Assistant Manager(s) of Field Operations to clearly define expectations.  Providing customer service that is free from profiling will be incorporated into the culture of Field Operations.
· It is the responsibility of all Field Operations personnel to meet or exceed expectations set forth in TriMet policies and workplace standards.
SOP 312 Effective 11/18/2002
Purpose:
TriMet goals are customer education and service, increased ridership, and the efficient collection of revenue in an equitable and effective manner.  The Field Operations Inspectors’ Mission Statement reflects agency goals:
Our mission is to provide our customers with excellent service and support with particular focus on customer assistance, education, TriMet Code enforcement and security.  Our commitment is to value all members of the community and to treat them in a fair and equitable manner through interactions that are positive, professional and respectful.
Definition:
The role and duty of the Inspector is defined by:
Agency and Division Goals
Field Operations Inspectors’ Manual and supporting policies
Legal Boundaries and Authority
Customers’ Physical and Psychological Boundaries
Legal Boundaries and Authority:
Field Operations Inspectors are expected to have full knowledge and understanding of the extent of TriMet enforcement authority:
· Inspectors may give a verbal warning or issue a written warning, citation or exclusion for violating the TriMet Code.  It may be appropriate to ask an individual to exit the vehicle.  Further authority is limited by law and by department and agency policy.
  Do not step outside the boundaries of the TriMet Code.
· Police must write the citation or exclusion for a violation of the law, for they are trained to interpret and apply the law.  The portion of the TriMet Code that constitutes a legal violation must be enforced by a police officer.  Only police may enforce 28.15T of the TriMet Code— criminal activity on our transit system, including criminal trespass.
 When Inspectors observe criminal acts or feel that safety is threatened, they are to notify the Operations Command Center, remain calm, and be a good witness. 

 A clear and brief message to OCC is essential:  Is this an emergency or is notification simply advisory?  State the specific problem and location.
· Only police may arrest, restrain or pursue.
· Inspectors will not request or record a person’s social security number for any purpose.
· Inspectors may not search, restrain, use physical force, or pursue a person for the purposes of TriMet code or fare enforcement on any property including TriMet.
· Inspectors may return lost and found items.
· Inspectors have no authority outside of a TriMet vehicles or property, including public sidewalks.  Sidewalks and streets adjoining many transit centers are not 
TriMet property.
· Inspectors may not confiscate another person’s property.  Even if there is cause to believe the person is not the proper owner, you may not confiscate a special pass or customer identification.  Hold a pass or a piece of identification only long enough to obtain information, then return it.
· Because TriMet passes are transferable, TriMet Division personnel will not confiscate a TriMet pass when excluding a person from the transit district unless the pass is evident of a crime.
· If the Inspector discovers a forged, fraudulent, or altered fare instrument, attach it to the TriMet copy of the ticket for processing.  When the fare instrument is attached to the citation, the customer must be issued a courtesy ticket.
SOP 314 Effective 06/30/2005
Purpose:
· To define the procedure and process for issuing the Interdiction Command.
Statement of Principles:
 Authority for Interdiction Commands:  TriMet has the authority to undertake actions that are necessary to ensure that the transit system is capable of maintaining order and security, including the authority to:
a) Request the immediate departure of any person whose conduct poses a safety threat to individuals on District property or to the system as a whole; as such conduct is defined as a violation and classification as a safety threat in these Rules and to,
b) Request the immediate departure of a persons or group of persons engaged in conduct that disrupts the order and security of the transit system; as such conduct is defined as a violation and classified as a disruption to security and order by these Rules.  
Duties and Responsibilities:
1. Circumstances and Incidents Justifying the Issuance of an Interdiction Command:  An agent of the District may issue an Interdiction Command to any person upon the property of the District as is necessary to preserve safety, security and order upon the District Transit System.  The issuing Inspector or Supervisor must base an Interdiction Command on three separate findings:
a) A finding, based on credible and sufficient evidence, that an Interdiction Command is necessitated by an immediate risk to either system security/order or the physical safety of a District employee, contractor or passenger; and
b) A finding that the directive contained in the Interdiction Command will mitigate the risk to system security/order or the physical safety of a District employee, contractor or passenger; and
c) A finding that an eligible provision of the TriMet Code as been violated.  Eligible provisions are limited to the following:
i) The conduct of a person interferes with the safety and security of the District Transit System, or part thereof.  Conduct that interferes with the safety and security of the District Transit System includes:
(a) Weapons.
(b) Criminal Activity; but only including an act which is punishable as a felony, or involving controlled substances, or which has resulted in physical damage to District property, or any criminal act defined under Oregon Statutes Chapter 166, “Offenses Against Public Order; Firearms and Other Weapons”.
(c) Hazardous or Toxic Materials or Substances
(d) Explosive Materials or Device
(e) Abandonment of Packages
(f) Discharge or Detonation of a Weapon
(g) Interference with Emergency Response
ii) The conduct of a person is reasonably suspected as presenting a risk of future physical injury to a District employee, contractor, or customer.  Conduct that may generate reasonable suspicion of a risk of future physical injury to another includes:
(a) Harassment and Intimidation
(b) Criminal Activity, but only including:
 All “Offenses Against Persons” as defined in O.R.S. Chapter 163; and
 Any other criminal violation that has resulted in physical harm to another person.
(c) Threats
No person may be issued an Interdiction Command solely for a violation of the TriMet Code or criminal statute unless such action also qualifies for an Interdiction Command as detailed above.  Further, no person may be issued an Interdiction Command for any conduct that constitutes expressive conduct protected by the Oregon and U.S. Constitutions.
2. Scope and Length of Interdiction Commands
The scope of the Interdiction Command shall be determined by the issuing agent but shall be no broader than is necessary to mitigate the risk necessitating the Interdiction Command.  The maximum length of the directive contained in the Interdiction Command is four (4) hours.  The geographical coverage of the Interdiction Command is solely limited by the property boundaries subject to the ownership of control of TriMet, however, the geographical scope of the Interdiction Command will generally be confined to the location in which the act occurred that prompted the issuance of the Interdiction Command.  For the purpose of these Rules, the location of the act is the transit center, platform, shelter, vehicle, parking lot, or other portion of TriMet property in which the act(s) occurred, so long as such location is reasonably capable of description.
An Interdiction Command may direct the following (subject to the limitations on scope discussed above):
 Direct that an individual depart a TriMet location or vehicle and avoid reentry upon or in such defined location or vehicle for the period of time specified on the Interdiction Command.
 Direct that an individual avoid contact or communication with a TriMet employee or customer, for the period of time and at such locations as is specified on the Interdiction Command.
3. Notice to the Individual Receiving an Interdiction Command
The Interdiction Command shall provide fair and reasonable notice to a person receiving the directive contained in the Interdiction Command.  This notice shall consist of a) the particular geographic location(s), vehicles, routes, or persons that the subject person must avoid; b) the length of the Interdiction Command, which shall not exceed four (4) hours; and c) the consequences of violating the Interdiction Command, which shall include the penalties for a violation of the TriMet Code (warning, citation or exclusion) and/or criminal arrest for Criminal Trespass or Interference with Public Transportation.  
4. Enforcement Requirements
a) Interdiction Command Form
The Interdiction Command shall be substantially in the form of Exhibit A.
b) Exercise of Discretion
TriMet Inspectors and Supervisors shall exercise their discretion in accordance with, and subject to the constraints of, their respective departments and TriMet policies.  

c) Alternative Transportation Requirements
No enforcement officer may issue an Interdiction Command to an individual in a below-described category unless the enforcement officer can ensure that such person is offered a reasonable means by which to reach a safe and appropriate destination, by a) requiring that the individual board a vehicle to their destination and delay the effective time of the Interdiction Command; or b) arrange for alternative transportation to a safe destination; or c) if the individual is en route to a medical appointment, arrange for alternative transportation to the medical appointment. 
 Minors:  An individual under the age of eighteen (18) years old may not be immediately ejected by Interdiction Command from a TriMet vehicle (or denied access thereto) without the offer of an alternative transportation arrangement, as described above.
 Persons with Disabilities:  An individual with a readily discernable or specifically disclosed physical or mental disability whose ejection would render such person unable to reach a safe destination, or otherwise leave such individual in a vulnerable state, may not be immediately ejected from a TriMet vehicle (or denied access thereto) without the offer of an alternative transportation arrangement, as described above.
 Persons En Route to a Medical Appointment:  An individual that specifically advises the enforcement officer that he or she is en route to a medical appointment may not be immediately ejected from a TriMet vehicle (or denied access thereto) without the offer of an alternative transportation arrangement, as described above.
5. Effect of Receipt of an Interdiction Command
An Interdiction Command shall be effective upon personal service to the individual receiving the Interdiction Command, in accordance with the terms of the directive contained in the Interdiction Command.   An individual failing to abide by the terms of the Interdiction Command that is found upon TriMet property is present without lawful authority, so long as the presence is intentional.  Thus, the individual is subject for arrest and prosecution for the crime of Interfering with Public Transportation (ORS 166.116(a)) or Criminal Trespass in the second degree (ORS 162.245).
6. Review and Monitoring of Interdiction Commands
· Copies of all Interdiction Commands and narratives shall be provided directly to a Field Operations Lead at the end of your shift.  The Manager of Field Operations shall periodically review the records of Interdiction Commands to ensure that the Commands are being issued in conformance with these Rules.
· Field Supervisors and Inspectors are required to submit Interdiction Command narratives that contain specific and complete information:
1. The reason for the stop and contact of the citizen, (why did we engage the person).
2. Describe all facts that support use of the Interdiction Command.
3. Describe the TriMet Code provision that was being violated.
4. Describe the security risk that was being created.
5. Describe the reason of your decision to use the Interdiction Command to mitigate the risk by location and time limit.


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