Passenger Car Inspection & Safety Guidelines for British Columbia’s Heritage Railways

Persona

Technologies

Technologies

 

Part I - General

1. Short Title

1.1 For ease of reference, these Guidelines may be referred to as the "Passenger Car Safety

Guidelines".

2. Scope

2.1 These Guidelines prescribe the minimum safety standards for passenger cars operated by

Heritage railway in trains at speeds not exceeding 125 mph (200 km/h) subject to the jurisdiction of

the Railway Safety Act(BC) as administered by the British Columbia Safety Authority.

3. Definitions

In these Guidelines:

3.0 “BCSA” means British Columbia Safety Authority;

3.1 "bad order information system" means any method, computerized or otherwise, by which a

Heritage railway can control and protect the movement of a car with defects;

3.2 "bent" means a component, item or part of a passenger car which is altered to the extent that it no

longer performs its design function, and creates a hazard because of its condition;

3.3 "break" means a fracture resulting in complete separation into parts. The term "break" and "broken"

are used interchangeably in these Guidelines;

3.4 "certificate" means a wallet size card which identifies the employee and the task(s) for which such

employee is qualified;

3.5 "certified car inspector" means a person who is trained and qualified to perform safety inspections

of passenger cars pursuant to subsection 6.1;

3.6 "cracked" means fractured without complete separation into parts;

3.8 "g" means a unit of force equal to the force exerted by gravity on a body at rest and used to

indicate the force to which a body is subjected when accelerated;

3.8.1 “Heritage railway” means a railway, which only operates or moves railway equipment of Historical

significance;

3.9 "in service" means all passenger cars except those which are:

1. "bad order" or "home shop for repairs";

2. in a repair shop or on a repair track; or

3. on a storage track.

3.11 "layover" means a situation where a train is temporarily positioned for eight (8) hours or more;

3.12 "passenger car" means a railway vehicle intended to provide transportation of passengers and

baggage, which includes cab cars and a DMU (Diesel Multiple Unit);

3.13 "person in charge" means a person certified in accordance with subsection 6.1, appointed by a

railway company to ensure the safe conduct of an operation or of the work of employees;

3.14 "personal wheelchair" means a passenger-owned wheelchair that requires a minimum clear floor

area of 29.5 inches (750 mm) by 47.2 inches (1200 mm) to accommodate the wheelchair and its

occupant and a minimum clear turning space of 59 inches (1500 mm) in diameter;

3.15 "qualified person" means, in respect of a specified duty, a person who, because of his/her

knowledge, training and experience is qualified to perform that duty safely and properly;

3.17 "railway safety inspector" means an inspector appointed by the Department pursuant to Section 4

(1) of the Railway Safety Act (BC);

3.18 "remanufactured" means a car or system that has undergone rebuilding or modification sufficient to

enable the provision of an additional life cycle expected to be similar to that attainable by a new

passenger car or system;

3.19 "safety defect" means any item or component that is defective on a passenger car, as prescribed

by “Guidelines Respecting Safety Appliances for British Columbia’s Heritage Railways”;

3.20 "safety inspection" means an examination of a passenger car for safety defects while stationary by

a certified car inspector or a person in charge as defined herein, to verify that it may be moved

safely in a train, and to identify those defects listed in Part II of these Guidelines and that such

passenger cars comply with “Guidelines Respecting Safety Appliances for British Columbia’s

Heritage Railways” which may inhibit such movement and require correction. Safety inspections

are intended to be visual in nature;

3.21 "safety inspection location" means a location designated by a Heritage railway company where

certified car inspectors perform safety inspections;

3.22 "safety inspection record" means a record in hard copy form or otherwise including a computer

record which attests that a safety inspection as defined herein was performed;

3.22.1 “SMS” means Safety Management System in accordance with section 21 (2) of the Railway Safety

Act (BC).

3.23 "wheelchair tie-down" means a space with restraints to accommodate an occupied personal

wheelchair.

4. Safety Inspections

4.1 A railway company shall ensure the passenger cars it places or continues in service are free from

all safety defects described “Railway Safety Appliance Standards Guidelines for British Columbia’s

Heritage Railways".

4.2 Safety inspections shall be performed on passenger cars where trains are made up, where trains

lay-over, and on passenger cars before or after they are added to trains.

4.3 Where a safety inspection performed in accordance with subsection 4.2 reveals a safety defect on

a car:

1. the car may be moved to another location for repair provided:

1. a person in charge determines that it is safe to move the car and identifies to

employees involved the nature of the defects and the movement restrictions, if any;

and

2. the movement is controlled by the use of a bad order information system; and

2. the appropriate records shall be retained for 60 days.

4.4 A Heritage railway shall maintain a safety inspection record for the passenger cars it places in

service at each safety inspection location. This information shall be retained for 60 days and made

available to the BCSA upon request.

5. Pre-Departure Inspections

5.1 As per subsection 7.2, where there are no certified car inspectors on duty to perform the inspection

required by subsection 4.2, a pre-departure inspection of the train or the cars shall be performed by

a qualified person to detect hazardous conditions indicated by the following:

1. car body leaning or listing to the side;

2. car body sagging downward;

3. car body positioned improperly on the truck;

4. object dragging below the car body;

5. object extending from the side of the car body;

6. side door does not open or close, a double door that does not have at least one section that

opens and closes, and end door does not open;

7. broken or missing safety appliance;

8. insecure coupling;

9. overheated wheel or journal;

10. broken or cracked wheel;

11. brake that fails to release; or

12. any other apparent condition likely to cause accident or casualty.

5.2 When a pre-departure inspection reveals a hazardous condition that may affect safe operation, the

qualified person in charge of the train shall take the appropriate action to eliminate potential danger

by:

1. correcting the condition;

2. reducing the speed of the train;

3. removing the defective car from the train; or

4. taking such other action as is necessary to ensure the continued safe operation.

6. Qualification of Car Inspectors

6.1 A Heritage railway shall ensure that car inspectors are trained and qualified to perform safety

inspections of passenger cars in compliance with these Guidelines. Car inspectors must

demonstrate to a Heritage railway by means of oral or written examinations and on-the-job

performance, a knowledge and ability concerning safety inspection of railway passenger cars. Car

inspectors shall be issued a certificate attesting to the employee's qualifications.

6.2 A Heritage railway shall include in their SMS a full description of the training program and criteria

used for:

1. certifying car inspectors; and

2. qualifying those employees performing inspections in accordance with subsection 7.2.

6.3 A Heritage railway shall maintain a record of all employees who have qualified as certified car

inspectors. This record shall be made available to a railway safety inspector upon request.

6.4 The certificate attesting to the employee's qualifications shall be made available to a railway safety

inspector upon request.

7. Safety Inspection Locations

7.1 Safety inspections shall be performed at locations where trains are made up, where trains lay-over,

or where cars are added to trains. Such inspections may occur before or after a car is placed in a

train at that location.

7.2 At locations where a certified car inspector is not on duty for purposes of inspecting passenger

cars, a pre-departure inspection of the train or the cars added shall be performed by a qualified

person, as a minimum, for those conditions listed in subsection 5.1

8. Railway Reporting Responsibility

8.1 Every Heritage railway shall reply in writing or by acceptable electronic means, within fourteen

days, to the BCSA or as a Railway Safety Inspector directs, on the corrective action taken to

correct a violation/defect reported by a railway safety inspector. The reply, from an appropriate

railway officer, shall also include the passenger car initials and number and the date and location of

the corrective action taken.

Part II - Safety Defects

Part II contains those safety defects which, when present, prohibit a Heritage railway company

from placing or continuing a passenger car in service.

9. Wheels

9.1 A Heritage railway may not place or continue a car in service if:

1. a wheel rim, flange, plate or hub area has a crack or break. Heat checks or chips in a wheel

rim are not considered to be cracks or breaks;

2. a wheel has a chip or gouge more than 1-1/2 inches (38.1 mm) in length and 1/2 inch (12.7

mm) in width;

3. a wheel has a shelled spot that is more than 1-1/4 inches (31.8 mm) in width and 1-1/4

inches (31.8 mm) in length;

4. a wheel has a slid flat that is more than 2 inches (50.8 mm) in length;

5. a wheel shows evidence of being loose;

6. a wheel flange is worn to a thickness of 7/8 inches (22.2 mm) or less at a point 3/8 inches

(9.5 mm) above the tread of the wheel;

7. the height of a wheel flange from the tread to the top of the flange is more than 1-1/2 inches

(38.1 mm);

8. the thickness of a wheel rim is 7/8 inches (22.2 mm) or less;

9. a straight plate wheel has:

1. a blue or reddish brown discoloration on the front and back face of the plate that

extends more than 4 inches (101.6 mm) into the plate;

2. a combination of heat discoloration on the rim and plate with a rim thickness of 1-1/4

inches (31.8 mm) or less;

3. any visible tread defects with a rim thickness of 1-1/4 inches (31.8 mm) or less; or

4. 1 inch (25.4 mm) or less of rim thickness; or

10. a wheel is the wrong size.

10. Axles

10.1 A Heritage railway shall not place or continue a car in service if:

1. an axle has a crack or is bent or broken;

2. a journal or axle shows evidence of overheating or welding; or

3. an axle is the wrong size.

11. Roller Bearings

11.1 A Heritage railway may not place or continue a car in service if:

1. an axle shows signs of having been overheated;

2. a roller bearing has damaged external parts that are visibly cracked, broken or bent;

3. a passenger car involved in a derailment has not had its bearings inspected according to the

procedures outlined in the "Association of American Railroads Field Manual" (AAR) Rule 36;

4. a roller bearing has:

1. a missing, broken, or loose cap screw, or improperly applied end cap;

2. a broken, missing or improperly applied locking plate;

3. a backing ring that is loose or damaged;

5. a roller bearing is the wrong size or has been submerged; or

6. a roller bearing is losing grease to the extent that fresh grease is spread across the

truck side frame.

12. Trucks

12.1 A Heritage railway may not place or continue a car in service if:

1. a side frame or bolster:

1. is broken;

2. has a crack of 1/4 inch (6.4 mm) or more in the transverse direction on a tension

member. Shrinkage cracks or hot tears that do not significantly reduce the strength of

the bolster or side frame shall not be considered cracked;

3. has a broken or cracked pedestal; or

4. has a missing or broken pedestal tie strap or retainer key.

2. the car has a truck with:

1. a truck equalizer broken or missing;

2. more than one coil spring broken or missing in any spring cluster;

3. interference between the truck bolster and the centre plate that prevents free truck

rotation;

4. a brake beam hanger cracked, broken or missing;

5. any crack in an equalizer bar;

6. any crack in a swing hanger, and/or a missing locking pin;

7. any missing suspension and/or attachment pins for brake rigging; or

8. a primary, vertical, lateral and rotational damper missing and/or not secured properly.

3. the truck side bearings:

1. have part of the assembly missing, out of place or broken;

2. are in contact with the body side bearing on both sides at one end of the car, unless

intended by design;

3. while on level track, are in contact with the body side bearings at diagonally opposite

sides of the car, unless intended by design;

4. at one end of the car have a total clearance from the body bolster of more than 3/4

inches (19 mm); or

5. at diagonally opposite sides of the car, have a total clearance from the body bolsters

of more than 3/4 inches (19 mm).

13. Car Bodies

13.1 A Heritage railway may not place or continue in service a passenger car where:

1. the car structure or shell is all wood or a combination of wood and steel (this does not apply

to ply metal interior finishing or plywood sub-flooring);

2. any portion of the car body, under-car equipment, trucks, excepting wheels or their

appurtenances has less than a 2 1/2 inch (63.5 mm) clearance from the top of rail when fully

loaded including passengers and baggage;

3. any attachments for under-car equipment are loose, broken or missing;

4. propane cylinders are not properly secured in their cabinet;

5. the car centre sill is:

1. broken;

2. cracked more that 6 inches (152.4 mm); or

3. permanently bent or buckled more than 2-1/2 inches (63.5 mm) in any 6 foot (1.8 m)

length;

6. a side sill is cracked more than 6 inches (152.4 mm) when the car is not equipped with a full

centre sill;

7. the car has a broken, cross bearer or body bolster;

8. the car body has been improperly positioned on the truck;

9. the car has a centre plate that:

1. is improperly secured, with more than 25% of the fasteners missing and/or the centre

plate observed to have moved;

2. is broken; or

3. has two or more cracks through its cross section thickness at the edge of the plate

extending into the portion of the plate that is obstructed from view while the truck is in

place; or

10. a car side door does not open or close, a double door does not have at least one section that

opens and closes, and end door that does not open;

11. cable and jumper connections between cars have:

1. broken or badly chafed insulation;

2. broken plugs, receptacles , receptacle covers or terminals; or

3. broken or protruding strands of wire.

14. Couplers

14.1 A Heritage railway may not place or continue in service a passenger car where:

1. the car is equipped with a coupler shank that is bent out of alignment to the extent that the

coupler will not couple automatically;

2. the car has a coupler knuckle that is broken or cracked on the inside pulling face of the

knuckle. Shrinkage cracks or hot tears that do not significantly reduce the strength of the

knuckle shall not be considered cracked;

3. the car has a knuckle pin or thrower that is missing or inoperative;

4. the car has a coupler retaining pin lock that is missing or broken;

5. the car has a coupler with an inoperative lock lift or a coupler assembly that does not have a

safety pin and anti-creep protection to prevent unintentional unlocking of the coupler lock;

6. the coupler lock is missing, inoperative, bent, cracked or broken; or

7. the car has a coupler that has a crack in the area of the shank and head. Shrinkage cracks

or hot tears that do not significantly reduce the strength of the coupler shall not be

considered cracked.

15. Draft Arrangements

15.1 A Heritage railway may not place or continue a car in service if:

1. the car has a draft gear that is inoperative;

2. the car has a broken yoke;

3. a vertical coupler pin retainer plate:

1. is missing; or

2. has more than 25% of the fasteners either loose or missing.

4. the car has a draft key or draft key retainer that is:

1. inoperative; or

2. missing.

5. the car has a follower plate missing or broken to the extent that it no longer performs its

design function;

6. the draft gear carrier plate is missing or has more than 25% of the fasteners loose or

missing;

7. a draft stop is missing or broken to the extent that it no longer performs its design function; or

8. an end of car cushioning unit is broken, inoperative, or missing a part.

Part III - Safety Design

16. General

16.1 Every passenger car that operates over public highway crossings and utilizes the same trackage

as freight trains shall be designed and constructed in accordance with the "Association of American

Railroads Manual of Standards and Recommended Practices", or to an equivalent standard to

provide for safe operation and for the protection of passengers, operating crews, and property from

accidents caused by failure of car equipment.

16.3 The passenger car shall provide safe and operationally functional inter-car connections, including

diaphragms, side curtains, walkway plates, tail-end safety bar or gate, lighting and handholds.

18. Jumpers and Cable Connections

18.1 Jumpers and cable connections between cars shall be located to provide sufficient vertical

clearance and shall not hang with end free.

19. Fail Safe Design of Circuits and Systems

19.1 Any component of electrical or mechanical systems shall not, in the case of operating or function

failure, cause or create unsafe conditions for the car occupants.

19.2 Control failure of powered side access doors and steps shall not result in a door or step opening, or

remaining open, while the car is in motion.

19.3 Powered doors and steps shall have provision for manual operation in the event of a system

failure.

20. Side and End Windows and Door Glazing

20.1 Every passenger car side and end window installation shall be capable of effectively resisting

external and internal air pressure differentials caused by passing trains, tunnels, or other track side

structures.

20.2 Every passenger car shall have at least two accessible emergency exit windows installed on each

side of the car, located near each end of the car, for a total of four emergency exit windows. Cars

with partial dome levels (not fully bi-level) shall have at least one emergency window, in the dome

level. New Equipment with partial dome levels shall have at least two emergency windows on each

end of the dome level.

20.3 Emergency windows shall be fabricated of:

1. double glazed toughened or tempered safety glass;

2. safety glass supported within a push-out frame; or

3. double glazed composite window with emergency exit provision.

20.4 Every passenger car side window not intended as an emergency exit window shall be a double

glazed window with the inner pane of laminated safety glass or of equal quality.

20.5 Every passenger car where a breakable emergency exit window is located, a readily accessible

tool appropriate to break the glass shall be provided and a pictograph to indicate the intended use

of the tool.

20.6 Every passenger car emergency exit window shall have clear, visible instructions permanently

affixed to the closest, suitable location which will illustrate the emergency exit features of the

window.

20.7 Every passenger car intended to transport passengers shall have a pictograph type decal

prominently displayed at each end of the car in close proximity to the entrance doorways,

illustrating:

1. the location of every emergency exit, inside and outside of the car; and

2. the location of all emergency tools and equipment inside of the car.

20.8 Every new or remanufactured passenger car and/or replacement decals on existing equipment

shall be equipped with pictograph type decals that glow in the dark.

21. Emergency Tools and Equipment

21.1 Emergency tools and equipment cabinets, readily visible and accessible, shall be provided in each

car.

21.2 Tool cabinets shall be suitably enclosed, entirely recessed and shall be readily accessible by either

passengers or crew without the use of tools.

21.3 Procedures for removal of the glazing in case of emergency shall be indicated by pictographs

mounted in conspicuous and clearly visible locations.

21.4 The emergency tools and equipment will include:

1. fire extinguishers that meet the requirement of Part XIII, of the federal "On-Board Trains

Occupational Safety and Health Regulations", one of which shall be located in the galley

area;

2. wrecking tools suitable to the car's fabrication.

21.5 First aid supplies and equipment will consist of the following:

1. every passenger train consisting of five passenger cars or less shall be equipped with a

stretcher and a trauma kit. A train consisting of more than five passenger cars shall be

equipped with two stretchers and two trauma kits, one at each end of the passenger car

consist. The trauma kits shall contain twice the first aid supplies prescribed in Part XII of the

federal "On-Board Trains Occupational Safety and Health Regulations" and shall include four

flashlights, one armband, five pairs of latex gloves, and five pocket masks, one way valve

resuscitation mouth to mouth protectors, and one megaphone;

2. every passenger car shall be equipped with first aid supplies that meet the requirements of

Part XII of the federal "On-Board Trains Occupational Safety and Health Regulations"; and

the first aid supplies and equipment shall be available and accessible to train and emergency

crews.

22. Emergency Brake Valve

22.1 Every passenger car shall be provided with a device at each end of the car or other accessible

location on the car, which when activated shall cause an emergency application of the brakes

throughout the train from any time or stage of brake application and release.

24. Interior Finish

24.1 The structures, furnishings and other components located in the interior of a passenger car shall be

free of any sharp projections, corners or rough finishes detrimental to the safety of persons within

the interior of the car.

25. Equipment Attachment

25.1 Fasteners used to secure interior structures, components, or equipment to the car body shall be

vibration-resistant.

25.2 Under car equipment components weighing more than 100 pounds (45.4 kg) shall be mounted on

supports integrated with the car structure and in such a manner that its weight shall rest on the car

supports before being secured by vibration resistant fasteners.

25.3 Where car design restricts compliance to subsection 25.2, a suitable safety device shall be

installed to protect against failure of fasteners.

25.4 Securement of fixed passenger seating shall be designed to withstand a 5-g longitudinal, a 3-g

lateral and vertical forces, with one 185 pounds (83.8 kg) passenger in each seat, without failure of

seat attachments.

26. Emergency Lighting

26.1 Every passenger car shall be equipped with automatic battery supplied emergency lighting of

sufficient capacity to enable quick evacuation, by providing a minimum of lighting in vestibule

areas, at end doors, in the galley, washrooms and isle ways as provided for in Part III of the federal

"On Board Trains Occupational Safety and Health Regulations".

27. Parcel and Luggage Racks

27.1 Overhead parcel and luggage racks on new or remanufactured cars shall be of the enclosed type

or equipped with restraints.

27.2 Heavy luggage storage shall be provided with adequate restraints, and attachments of racks to the

floor shall conform to the requirements defined in subsection 25.4 when fully loaded with luggage.

28. Toilets

28.1 Toilets where provided on new or remanufactured cars shall be the full retention type.

29. Passenger Car Accessibility for Persons with Disabilities

29.1 Every passenger car that can accommodate a wheelchair shall be identified by the international

symbol of access placed on the outside of both sides of the car by the entrance.

29.2 A passenger train with only one wheelchair tie-down should have priority storage space on the train

for the personal wheelchair of a person who transfers to a passenger seat.

29.3 A passenger car with a wheelchair tie-down should have doorways that are wide enough to permit

a person in a personal wheelchair to access the tie-down.

29.4 The location of the wheelchair tie-down should permit easy access to the wheelchair-accessible

doorways and washroom.

Part IV - Exclusions and Exceptions to the Applications of these Guidelines

30. Exclusions

30.1 These Guidelines do not apply to cars, which are destined for:

2. use inside an industrial or other non railway installation, provided that the railway ensures

safe movement of the cars.

31. Exceptions

31.1 These Guidelines do not apply to passenger cars used exclusively in tourist excursion Heritage

railway train service that travels no further than a round trip of 150 miles (240 km) at a speed not

exceeding a maximum of 25 mph (40 km/h) if the Heritage railway uses these Guidelines to form

the basis for their standards and consults with the BCSA to:

1. establish appropriate inspection, safety criteria and speed restrictions for passenger cars

used exclusively in Heritage equipment trains; and

2. the Heritage railway identifies in their SMS the locations of the service, the round trip

mileage, the type of equipment operated, along with the applicable inspection, safety criteria,

and any other restrictions imposed on the operation of such equipment.

Part V - SMS Requirements

32. SMS Requirements

32.2 A Heritage railway shall include the safety guidelines and procedures, as amended from time to

time, in their SMS that it plans to use concerning existing equipment or the planned introduction of

new equipment such as:

1. automatic side doors with retractable steps;

2. vestibule and car end doors;

3. special requirements concerning the handling of a person with disabilities dependent upon a

wheelchair;

4. strength and loading requirements for un-powered and powered cars;

5. finishing materials used in the interior construction or furnishings of a passenger car;

6. method of testing smoke emission for combustible material;

7. method of testing for toxic gas emission levels;

8. flammability - wire and cable rating;

9. the minimum level of light for the interior of each car;

10. method of testing window and door safety glazing; and

11. identification and maintenance of oxygen kits.