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Safety & CSA

Driver scorecard template for Excel: a 100-point safety scorecard for trucking fleets

By the Off Duty Not Driving Rewards teamOctober 20265 min read

In this article:
  1. What the scorecard measures, and why
  2. The template
  3. How to fill it in
  4. Oil and gas fleets: oilfield add-on rows
  5. Mistakes that make scorecards backfire
  6. About Off Duty Not Driving Rewards

This driver scorecard template gives each driver a score out of 100 each month or quarter, built in Excel from seven measures: clean roadside inspections, out-of-service violations, hours-of-service violations, unsafe-driving violations, preventable crashes, DVIR completion and safety-meeting attendance. Six of the seven tie to a federal rule or FMCSA data; meeting attendance is fleet policy. Copy the table, paste the formulas, and adjust the weights.

Off Duty Not Driving Rewards is a rewards program for trucking fleets. Contact our team to learn more.

What the scorecard measures, and why

A driver scorecard is an internal tool. It is not a CSA score. FMCSA's Safety Measurement System (SMS) ranks carriers, not individual drivers, by percentile in each of seven categories called BASICs, using "data from roadside inspections and crash reports from the last two years, and data from investigations" (FMCSA CSA: Measure). A driver scorecard borrows the same raw events so each driver can see their part.

MeasurePointsRegulation or source it ties to
Clean roadside inspections20Roadside inspection data feeds the SMS (CSA: Measure)
Out-of-service (OOS) violations15CVSA Out-of-Service Criteria, updated each April 1
Hours-of-service (HOS) violations1549 CFR 395.3; HOS Compliance BASIC
Unsafe-driving violations1549 CFR 392; Unsafe Driving BASIC
Preventable DOT-recordable crashes20"Accident" in 49 CFR 390.5; Crash Indicator BASIC
DVIR completion1049 CFR 396.11 and 396.13; Vehicle Maintenance BASIC
Safety-meeting attendance5Fleet policy
Total100

The weights lean on crashes, inspections and the three BASICs FMCSA says "have the strongest associations to crash risk": Unsafe Driving, Crash Indicator and HOS Compliance (SMS Methodology v3.21, p. 2-8). Change them to match your fleet's risks.

The template

Set up one row per driver per period. Columns A to N hold the inputs; O to V hold the formulas.

ColHeaderWhat goes in it
ADriverName or driver ID
BPeriode.g. 2027-Q1
CMilesMiles driven in the period
DInspectionsRoadside inspections in the period
EClean inspectionsInspections with no violations
FOOS violationsDriver or vehicle OOS orders attributed to the driver
GHOS violationsFrom roadside reports and your own log audits
HUnsafe-driving violationsSpeeding, phone use, lane changes and similar, from roadside reports
IPreventable crashesDOT-recordable crashes your review found preventable
JDVIRs dueDays worked where a DVIR was required by law or by your fleet's daily-report policy
KDVIRs completedDVIRs submitted on time
LDefects reportedCount only; this is not penalized
MSafety meetings heldMeetings the driver was scheduled for
NSafety meetings attendedMeetings attended

Row 2 formulas (copy down):

ColHeaderFormula
OInspection pts (20)=IF(D2=0,20,ROUND(20*E2/D2,1))
POOS pts (15)=MAX(0,15-7.5*F2)
QHOS pts (15)=MAX(0,15-5*G2)
RUnsafe-driving pts (15)=MAX(0,15-5*H2)
SCrash pts (20)=IF(I2>0,0,20)
TDVIR pts (10)=IF(J2=0,10,ROUND(10*K2/J2,1))
UMeeting pts (5)=IF(M2=0,5,ROUND(5*N2/M2,1))
VTotal score=SUM(O2:U2)
WBand=IF(V2>=90,"Gold",IF(V2>=75,"Silver",IF(V2>=60,"Bronze","Coach")))

To paste straight into Excel, copy this header row into cell A1:

Driver	Period	Miles	Inspections	Clean inspections	OOS violations	HOS violations	Unsafe-driving violations	Preventable crashes	DVIRs due	DVIRs completed	Defects reported	Safety meetings held	Safety meetings attended	Inspection pts	OOS pts	HOS pts	Unsafe-driving pts	Crash pts	DVIR pts	Meeting pts	Total score	Band

Worked example (a made-up driver, not real data): 3 inspections, 3 clean; no OOS, HOS or unsafe-driving violations; no crashes; 58 of 60 DVIRs on time; 2 of 3 meetings. Score: 20 + 15 + 15 + 15 + 20 + 9.7 + 3.3 = 98, band Gold.

How to fill it in

  1. Pull roadside data monthly. Use the inspection reports your drivers bring back and the carrier view of your SMS data. FMCSA updates SMS once a month.
  2. Count violations, not tickets. Violations on an inspection report count in the SMS "regardless of whether a State officer also issues a citation" (CSA: Measure). Score them the same way.
  3. Decide preventability before you score crashes. Use your own review policy, and record who decided. A DOT-recordable accident under 390.5 involves a fatality, an injury treated away from the scene, or a vehicle towed for disabling damage.
  4. Use DVIR completion, not defect counts. Under 396.11 a driver reports defects found, and no report is required when there are none. Rewarding "zero defects" would reward silence. Column L is there to track, never to subtract.
  5. Normalize by miles if your drivers' miles differ a lot. Add a column for events per 100,000 miles and compare drivers within similar routes.
  6. Share the score with the driver every period, with the line items, before it affects any reward.

Oil and gas fleets: oilfield add-on rows

Oilfield fleets have HOS provisions other fleets don't, and customers may add their own site rules. Add these columns for an oilfield driver scorecard and take their points from the meeting and DVIR rows.

Add-on columnWhat to checkRule
Well-site waiting time logged correctlyFor specially trained drivers of specially built well-servicing vehicles, waiting time at the well site is logged off duty with a remark or a separate waiting-time line49 CFR 395.1(d)(2)
24-hour restart used correctlyDrivers of vehicles used only for oilfield equipment or field servicing may end an 8-day period with 24 or more hours off395.1(d)(1)
Short-haul use checkedWell-servicing drivers using the waiting-time rule can't also use the 150 air-mile short-haul exception395.1(d)(2)
Customer site rules mete.g. check-ins or site speed limits your customer requiresFleet or customer policy

Mistakes that make scorecards backfire

  • Rewarding speed. FMCSA's guidance for the Unsafe Driving BASIC says: "Do not use on-time delivery incentives, which could encourage speeding" (FMCSA Safety Management Cycle). Keep on-time percentage off a safety scorecard. FMCSA's guidance is a recommendation, not a requirement, and does not endorse any vendor.
  • Punishing honest reporting. See step 4.
  • Scoring what drivers can't see. If a driver can't check the inputs, they won't trust the total.
  • A score with no consequence. A scorecard nobody acts on stops being filled in.

For how to read and present scorecards across a whole fleet, see our driver scorecard guide. For the carrier-level side, see how to improve your CSA score.

About Off Duty Not Driving Rewards

A scorecard tells drivers where they stand. Off Duty Not Driving Rewards is a rewards program for trucking fleets. Contact our team to learn more.