DOT D&A binder: add DER Quick-Start checklist, two-column vendor directory, flow sections
- Add a one-page 'DER Quick-Start Checklist' tear-off as the first content page (set-up-once / every-hire / ongoing checkboxes, each pointing to the relevant section or form). - Add a two-column 'Suggested Vendors & Resources' directory page: C-TPA/ consortium, collection sites & labs, MRO, SAP, supervisor training, and (mode- aware) FMCSA Clearinghouse or DOT resources, plus employee help lines. Marked as examples not endorsements; mode-aware. - Remove forced page breaks between consecutive content sections (now a light section rule) so they flow continuously; page breaks kept only for the cover, quick-start, TOC, each form, the vendor page, regulations, and the addendum. - New builder helpers: section_rule(), checkbox(), two_col_panels().
This commit is contained in:
justin
parent
501e417584
commit
843a5bfacb
1 changed files with 280 additions and 9 deletions
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@ -302,6 +302,74 @@ class _B:
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def page_break(self):
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self.doc.add_page_break()
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def section_rule(self, space_before=14, space_after=2):
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"""A light divider between sections that share a page (no page break)."""
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p = self.doc.add_paragraph()
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p.paragraph_format.space_before = Pt(space_before)
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p.paragraph_format.space_after = Pt(space_after)
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pPr = p._p.get_or_add_pPr()
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pbdr = OxmlElement("w:pBdr")
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bottom = OxmlElement("w:bottom")
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bottom.set(qn("w:val"), "single")
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bottom.set(qn("w:sz"), "4")
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bottom.set(qn("w:space"), "1")
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bottom.set(qn("w:color"), "DBE2EA")
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pbdr.append(bottom)
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pPr.append(pbdr)
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return p
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def _panel_into_cell(self, cell, title, lead, items):
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"""Render a titled resource panel inside a table cell."""
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cell.text = ""
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tp = cell.paragraphs[0]
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tp.paragraph_format.space_after = Pt(2)
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tr = tp.add_run(title)
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tr.bold = True
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tr.font.size = Pt(11)
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tr.font.color.rgb = NAVY
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if lead:
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lp = cell.add_paragraph()
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lp.paragraph_format.space_after = Pt(3)
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lr = lp.add_run(lead)
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lr.italic = True
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lr.font.size = Pt(8.5)
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lr.font.color.rgb = SLATE
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for it in items:
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ip = cell.add_paragraph()
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ip.paragraph_format.space_after = Pt(2)
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ip.paragraph_format.left_indent = Inches(0.13)
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ip.paragraph_format.first_line_indent = Inches(-0.13)
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bullet = ip.add_run("\u2022 ")
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bullet.font.size = Pt(9)
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bullet.font.color.rgb = BLUE
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_add_runs(ip, it)
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for r in ip.runs[1:]:
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r.font.size = Pt(9)
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r.font.color.rgb = INK
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def two_col_panels(self, panels):
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"""Lay out (title, lead, [items]) panels in two columns, borderless."""
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rows = (len(panels) + 1) // 2
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t = self.doc.add_table(rows=rows, cols=2)
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t.alignment = WD_TABLE_ALIGNMENT.CENTER
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t.autofit = False
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for col in t.columns:
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for cell in col.cells:
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cell.width = Inches(3.35)
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for i, panel in enumerate(panels):
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r, c = divmod(i, 2)
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self._panel_into_cell(t.rows[r].cells[c], *panel)
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tblPr = t._tbl.tblPr
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borders = OxmlElement("w:tblBorders")
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for edge in ("top", "left", "bottom", "right", "insideH", "insideV"):
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el = OxmlElement(f"w:{edge}")
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el.set(qn("w:val"), "none")
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el.set(qn("w:sz"), "0")
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el.set(qn("w:space"), "0")
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borders.append(el)
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tblPr.append(borders)
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return t
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def spacer(self, pts=8):
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p = self.doc.add_paragraph()
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p.paragraph_format.space_after = Pt(pts)
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@ -322,6 +390,21 @@ class _B:
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self.fill_line((label if i == 0 else "") +
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" " + "_" * 78, gap=12)
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def checkbox(self, text, *, size=10.5, gap=5, indent=0.3):
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"""A checklist line beginning with an open box glyph."""
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p = self.doc.add_paragraph()
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p.paragraph_format.space_after = Pt(gap)
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p.paragraph_format.left_indent = Inches(indent)
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p.paragraph_format.first_line_indent = Inches(-0.22)
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box = p.add_run("\u2750 ") # open ballot box
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box.font.size = Pt(size + 1)
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box.font.color.rgb = NAVY
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_add_runs(p, text)
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for r in p.runs[1:]:
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r.font.size = Pt(size)
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r.font.color.rgb = INK
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return p
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def generate_da_binder(
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*,
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@ -407,8 +490,14 @@ def generate_da_binder(
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"maintaining its own program. Have counsel review before adoption.")
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b.page_break()
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# ── DER Quick-Start Checklist (tear-off first page) ─────────────────────
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_der_quickstart(b, meta, der_name, der_title, provider_name, random_rate)
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# ── Table of contents ───────────────────────────────────────────────────
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b.h1("What's Inside This Binder")
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b.body(
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"Start with the **DER Quick-Start Checklist** on the previous page, "
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"then use the sections below for the detail.")
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b.bullets([
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"**Section 1 — How to Manage Your Program.** Step-by-step setup and "
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"ongoing operating instructions for the Designated Employer "
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@ -434,6 +523,8 @@ def generate_da_binder(
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"answers: owner-operators, audits and penalties, problem test results, "
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"prescriptions/marijuana/CBD, what counts as a refusal, costs, and the "
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"DER's do's and don'ts.",
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"**Suggested Vendors & Resources.** A two-column directory of the "
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"consortiums, labs, MRO/SAP, and training providers you'll need.",
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])
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if state_dfwp:
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b.body(
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@ -566,7 +657,7 @@ def generate_da_binder(
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"them from the random pool and note the departure on your roster "
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"(Form G). Keep their records for the required retention period "
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"(Section 8).")
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b.page_break()
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b.section_rule()
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# ── Section 2 — Written policy ──────────────────────────────────────────
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b.h1("Section 2 — Written Drug & Alcohol Testing Policy")
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@ -686,7 +777,7 @@ def generate_da_binder(
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"_______________________")
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b.fill_line("Effective date: __________________ USDOT #: "
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f"{dot_number or '________________'}")
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b.page_break()
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b.section_rule()
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# ── Section 3 — When testing is required ───────────────────────────────
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b.h1("Section 3 — When Testing Is Required")
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@ -737,7 +828,7 @@ def generate_da_binder(
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"program in the prior 30 days, a DOT drug test in the prior 6 months or "
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"random-pool participation for the prior 12 months, and no knowledge of "
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"a prior-employer violation). When in doubt, test.")
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b.page_break()
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b.section_rule()
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# ── Section 4 — Random testing ─────────────────────────────────────────
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b.h1("Section 4 — Random Testing Program")
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@ -773,7 +864,7 @@ def generate_da_binder(
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"after the employee performs safety-sensitive functions.",
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"Keep the consortium's selection and results records (Section 8).",
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])
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b.page_break()
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b.section_rule()
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# ── Section 5 — Supervisor training ────────────────────────────────────
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b.h1("Section 5 — Supervisor Reasonable-Suspicion Training")
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@ -819,7 +910,7 @@ def generate_da_binder(
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"**What you get:** self-paced online modules, a knowledge check, and a "
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"dated certificate of completion to keep on file (record on Form F).",
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])
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b.page_break()
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b.section_rule()
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# ── Section 6 — Violations / SAP ───────────────────────────────────────
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b.h1("Section 6 — Violations, SAP & Return-to-Duty")
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@ -863,7 +954,7 @@ def generate_da_binder(
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"with an unresolved Clearinghouse violation is 'prohibited' and may "
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"not operate a CMV until the return-to-duty requirements are met "
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"and recorded.")
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b.page_break()
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b.section_rule()
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# ── Section 7 — EAP / rehab ────────────────────────────────────────────
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b.h1("Section 7 — EAP, Rehab & Treatment Resources")
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@ -904,7 +995,7 @@ def generate_da_binder(
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"the national resources above and a SAP referral satisfy the "
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"educational and referral expectations of the rule. We can help you add "
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"a low-cost EAP — email compliance@performancewest.com.")
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b.page_break()
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b.section_rule()
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# ── Section 8 — Recordkeeping ──────────────────────────────────────────
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b.h1("Section 8 — Recordkeeping")
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@ -935,7 +1026,7 @@ def generate_da_binder(
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"Store records so they are confidential and retrievable. Your C-TPA "
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"keeps a parallel set of consortium records; request a copy any time.",
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italic=True)
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b.page_break()
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b.section_rule()
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# ── Section 9 — Forms ──────────────────────────────────────────────────
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b.h1("Section 9 — Required Compliance Forms")
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@ -994,6 +1085,9 @@ def generate_da_binder(
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# ── Section 11 — Practical guidance for the administrator ───────────────
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_section_practical_guidance(b, meta, company, random_rate)
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# ── Suggested vendors & resources (two-column) ──────────────────────────
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_vendor_directory(b, meta)
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# ── Optional state DFWP addendum ───────────────────────────────────────
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if state_dfwp:
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b.page_break()
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@ -1028,9 +1122,78 @@ def generate_da_binder(
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return str(out)
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# ── DER Quick-Start Checklist (one-page tear-off) ───────────────────────────
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def _der_quickstart(b, meta, der_name, der_title, provider_name, random_rate):
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b.h1("DER Quick-Start Checklist")
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b.body(
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"A one-page summary for the Designated Employer Representative (DER). "
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"Work top to bottom: do the SET-UP items once, then run the EVERY-HIRE "
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"and ONGOING items continuously. Each item points to the section or "
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"form with the detail. Tear this page out and keep it handy.",
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italic=True)
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b.h3("Set up once")
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setup = [
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"**Name the DER and a backup** (cover page). DER: "
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f"{der_name or '____________________'}.",
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"**Adopt & sign the written policy** (Section 2).",
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f"**Join / confirm your consortium (C-TPA):** {provider_name} "
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"(Sections 1 & 4).",
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"**Train every supervisor** 120 minutes before any reasonable-suspicion "
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"decision (Section 5; Form F).",
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]
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if meta.get("clearinghouse"):
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setup.append(
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"**Register with the FMCSA Clearinghouse** and designate your "
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"C-TPA (Section 1).")
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for item in setup:
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b.checkbox(item)
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b.h3("Every new hire (before they drive)")
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hire = [
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"**Collect driver info & add to the random pool** (Form G).",
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"**Get signed Form A** (policy ack.) **and Form B** (consent / prior-"
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"employer inquiry).",
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]
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if meta.get("clearinghouse"):
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hire.append(
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"**Run the Clearinghouse pre-employment full query** — confirm "
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"**not prohibited**.")
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hire += [
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"**Send for the pre-employment drug test;** wait for the MRO **verified "
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"negative** before any safety-sensitive work (Section 3).",
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]
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for item in hire:
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b.checkbox(item)
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b.h3("Ongoing")
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ongoing = [
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f"**Random testing** all year at {random_rate}; send selected drivers "
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"**immediately**, no warning (Section 4).",
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"**Reasonable suspicion** — trained supervisor documents it (Form D).",
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"**Post-accident** — use the decision worksheet at the scene (Form E).",
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"**Keep the roster current** (add hires, remove departures) (Form G).",
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"**Act on any positive / 0.04+ / refusal the SAME day** — remove from "
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"duty, start the SAP / return-to-duty process (Section 6).",
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"**Keep records** confidential and for the required period (Section 8).",
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]
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if meta.get("clearinghouse"):
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ongoing.append(
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"**Annual Clearinghouse limited query** on every CDL driver; "
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"**report** violations within the required timeframes (Section 1).")
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for item in ongoing:
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b.checkbox(item)
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b.body(
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"**Stuck or unsure?** See Section 11 (owner-operators, audits, problem "
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"results, marijuana/CBD, refusals) or call your C-TPA/MRO. Questions: "
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"compliance@performancewest.com.")
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b.page_break()
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# ── Section 11 — Practical guidance ─────────────────────────────────────────
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def _section_practical_guidance(b, meta, company, random_rate):
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b.page_break()
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b.section_rule()
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b.h1("Section 11 — Practical Guidance for the Administrator")
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b.body(
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"The regulations tell you what to do; this section covers the real-"
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@ -1174,6 +1337,114 @@ def _section_practical_guidance(b, meta, company, random_rate):
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])
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# ── Suggested vendors & resources (two-column directory) ────────────────────
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def _vendor_directory(b, meta):
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b.page_break()
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b.h1("Suggested Vendors & Resources")
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b.body(
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"Setting up your program means lining up a few service providers. The "
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"panels below group the vendors a carrier typically needs, with "
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"well-known national options as a starting point. These are examples "
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"to help you shop, **not endorsements** — compare service, coverage, "
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"and price, and confirm each provider meets DOT requirements. The "
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"simplest path for most small carriers is a single Consortium/Third-"
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"Party Administrator (C-TPA) that bundles the pool, scheduling, "
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"collection network, lab, and MRO.", italic=True)
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panels = [
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(
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"Consortium / C-TPA (bundles everything)",
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"Manages your random pool, scheduling, collection, lab & MRO.",
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[
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"**Performance West** — managed program & C-TPA "
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"(compliance@performancewest.com)",
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"**National Drug Screening** — nationaldrugscreening.com",
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"**US Drug Test Centers** — usdrugtestcenters.com",
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"**Foundation / DISA Global Solutions** — disa.com",
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"**National Compliance Management Service (NCMS)** — "
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"ncmsmro.com",
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],
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),
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(
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"Collection sites & SAMHSA-certified labs",
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"Where the specimen is collected and analyzed (DOT 5-panel).",
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[
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"**Quest Diagnostics** — questdiagnostics.com (nationwide "
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"Patient Service Centers)",
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"**Labcorp** — labcorp.com / labcorpdrugtesting.com",
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"**Any Lab Test Now** — anylabtestnow.com",
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"Your C-TPA assigns the nearest approved collection site.",
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],
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),
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(
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"Medical Review Officer (MRO)",
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"Licensed physician who verifies non-negative results.",
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[
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"Usually **included with your C-TPA** — confirm before signing.",
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"**American Association of MROs (AAMRO)** — aamro.com "
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"(verify/locate an MRO)",
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"**NCMS / NDS** MRO services (see C-TPA panel).",
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],
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),
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(
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"Substance Abuse Professional (SAP)",
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"Required after a violation, for return-to-duty.",
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[
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"**DOT SAP locator & guidance** — transportation.gov/odapc",
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"**SAPlist.com** — directory of qualified SAPs",
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"Ask your C-TPA for SAP referrals in the driver's area.",
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],
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),
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(
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"Supervisor reasonable-suspicion training",
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"120 minutes (60 alcohol + 60 drugs) before any decision.",
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[
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"**Performance West** supervisor training "
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"(compliance@performancewest.com)",
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"**J. J. Keller** — jjkeller.com",
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"**National Drug Screening / US Drug Test Centers** online "
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"courses (see C-TPA panel).",
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],
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),
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]
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if meta.get("clearinghouse"):
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panels.append((
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"FMCSA Clearinghouse (CDL drivers)",
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"Register, designate your C-TPA, run queries, report violations.",
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[
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"**Official site** — clearinghouse.fmcsa.dot.gov",
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"Your C-TPA can run queries and reporting on your behalf once "
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"you designate them.",
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"**FMCSA help** — 844-955-0207",
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],
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))
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else:
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panels.append((
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"Official DOT / agency resources",
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"Free, authoritative guidance and forms.",
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[
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f"**{meta['agency']}** rule: ecfr.gov (search the part number)",
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"**DOT ODAPC** — transportation.gov/odapc",
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],
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))
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panels.append((
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"Help & treatment (for employees)",
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"Give these to employees with the policy (Section 7).",
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[
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"**SAMHSA Helpline** — 1-800-662-HELP (4357), 24/7",
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"**findtreatment.gov** — treatment locator",
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"**988** Suicide & Crisis Lifeline (call/text)",
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],
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))
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b.two_col_panels(panels)
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b.small(
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"Listing a provider here is not an endorsement and Performance West "
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"receives no fee for these listings unless noted. Verify current "
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"pricing, coverage, and DOT compliance directly with each vendor. "
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"Need help choosing? Email compliance@performancewest.com.")
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# ── Header / footer ─────────────────────────────────────────────────────────
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def _add_header_footer(doc, meta, carrier_name):
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section = doc.sections[0]
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