Volunteer Drivers Toolkit

Section 8 – Forms (Examples and Templates), Policies, and Procedures

The forms (examples and templates), policies, and procedures included in this section are updated versions of those included in the original Washington State Volunteer Program Guidebook (2013). They are composites of similar forms, policies, and procedures used by many of the contributing programs. Many of the examples use Washington State references (and links to websites). Review the examples but use what works best for your program. 

Each volunteer driver program is advised to carefully read all elements in individual forms, policies, and procedures and edit to reflect its state and local policies and practices.  

The items in red should be customized for the program and its own local policies.  The term "sponsoring organization" has been used uniformly so that users can easily search and replace that name with the name of their program. The items in blue are additional notes and instructions related to customizing a template. Please make sure to delete these comments in the final policy document.   

The materials can be freely downloaded and edited; however, forms and policies should always be reviewed by your legal counsel to ensure compliance with state and local laws and for liability purposes. This caveat particularly applies to the policy examples, such as confidentiality. 

Please Note: The FBI Records Request form is a sample. The official paper form from the FBI must be used to submit a formal records request to the FBI.

In addition to the resources included here, users are encouraged to review the examples gathered from the case studies. See Appendix to Section 7 – Case Studies.

Policies and Procedures 

• Abuse, Neglect, Abandonment, and Exploitation
• Bloodborne Pathogen Exposure Control Plan
• Child/Adult Abuse Record of Search Guidelines
• Code of Ethics
• Confidentiality Policy 
• Disqualifying Crimes
• Donation and Contribution Request Policies
• Driver Code of Conduct
• Driver Job Description - Personally Owned Vehicle (POV) 
• Driver Orientation
• Drug Free Workplace Policy
• Driver Selection Guidelines 
• Driver Selection Standards
• Essential Driver Functions
• Harassment Policy 
• Health/Social Services Training Content 
• Liability, Standards, and Indemnification 
• Meal and Incidental Expenses Reimbursement Policies 
• Rider Grievance Procedure 
• Training Standards 
• Volunteer Transportation Release Form 
• Waivers, Agreements to Participate, and Hold Harmless 



Sample Forms (Templates) 

• Adult Protective Services Reporting 
• Back-up Plan for Daily Operations with Sample Emergency Card 
• Back-up Plan for Vehicle Loans or Out-of-Area Service 
• Volunteer Driver Availability
• Driver Evaluation 
• Driver Medical/Physical Release 
• Driver Reference Form
• Driver Road Test 
• Driver Statement of Medical Condition 
• Driver Statement of Understanding
• Driver Training Checklist 
• Exit Interview 
• Exposure Incident Report 
• FBI Fingerprint Form (Sample)
• Incident and Collision Report 
• Incident Report - Volunteer Driver 
• Lift Operation Procedures and Checklist 
• Personnel Checklist 
• Pre-Trip Inspection and Checklist 
• Pre-Trip Inspection Form
• Private Vehicle Registration 
• Rider Registration/Trip Request 
• Transportation Request 
• Trip Description
• Trip Voucher 
• Volunteer Driver Job Application
• Volunteer Transportation Program Client Survey

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.