Carrier Risk Solutions CRS shieldMy Safety ManagerOwner Operator Compliance Program
Owner Operator Compliance Program

Compliance Toolkit
for Owner-Operators

You drive the truck and run the business. Use these practical tools to review your records, plan maintenance, organize safety training, and work through the compliance questions that come up along the way.

Free toolsNo account requiredSave or print results
50 Free Printable Downloads

Fleet Safety Forms & Checklists

Find practical checklists, forms, and policy templates for driver files, accidents, hours of service, maintenance, and audit preparation. Search by task or filter by topic and document type.

Free for everyone. MSM clients can request versions tailored to company procedures, contacts, equipment, and branding.

Browse Forms & Checklists →
Choose the Task in Front of You

Practical Tools for Your Operation

Free My Safety Manager compliance tools and the Find New Drivers Owner-Operator Cost & Break-Even Calculator, brought together here for owner-operators. Start with a general review or go directly to the task you need to handle.

Before You Pay a Ticket

Traffic Ticket Cost & CSA Impact Planner

Compare the fine, attorney fees and possible court outcomes for a ticket tied to your operation. Review the driver-record concerns and potential CSA effect separately.

Who it’s for: Fleet owners, safety managers and owner-operators deciding how to respond to a driver’s ticket.

  • Look up the exact inspection code and model qualifying SMS outcomes.
  • Compare direct costs without assuming a legal result.
  • Print a professional decision report and explore CDL Guardian support.
Build My Ticket Review
See Where You Stand

DOT Compliance Self-Check

Take a guided look at your driver file, testing program, hours of service, vehicle records, and everyday safety practices. It’s a practical starting point when you handle both the driving and the business.

  • Identify items that need a closer look.
  • Find related MSM guidance and official FMCSA references.
  • Print an action plan and tackle one item at a time.
Start Your Compliance Self-Check
Keep Your Driver Records Organized

Driver Qualification File Checklist Builder

Build a checklist around your driver and operation. Review the records you have, flag anything missing or uncertain, and organize the follow-up.

  • Review CDL and non-CDL driver file needs.
  • Separate DQ file documents from related hiring records.
  • Save your progress and print a checklist and action plan.
Build Your Driver File Checklist
Plan for Your Truck and Trailer

Vehicle Maintenance File & Inspection Planner

Bring your equipment records and inspection dates into one working plan. Use the maintenance targets from your own program to see what needs attention next.

  • Review truck and trailer files, up to 10 units at a time.
  • Track inspection dates and your preventive maintenance targets.
  • Print unit records, follow-up sheets, and a retention guide.
Build Your Maintenance Plan
Review a Local Duty Tour

Short-Haul Eligibility Check & Timecard Builder

Working locally? Review the short-haul conditions that fit your operation and prepare a daily duty record. The tool separates CDL-required and non-CDL CMV paths.

  • Review the route, return time, and duty conditions.
  • Identify logbook or ELD questions that need follow-up.
  • Save a draft and print your timecard and review notes.
Check Short-Haul Conditions
Work Through the Crash Facts

DOT Post-Accident Testing Tool

Review the facts after a crash involving a driver covered by FMCSA Part 382. The tool walks through separate drug and alcohol testing decisions and helps you record the next steps.

  • Review the applicable crash and citation conditions.
  • See testing deadlines based on the accident time.
  • Print a decision record with notes and official references.
Check Post-Accident Testing
Make Time for Safety

Safety Training Planner

Set a practical training schedule for yourself or the drivers you work with. Choose topics around your routes, equipment, seasonal conditions, and safety priorities.

  • Build a 3-, 6-, or 12-month plan.
  • Use toolbox talks and related MSM YouTube videos.
  • Add dates and notes, then save or print your plan.
Build Your Safety Training Plan
Find Your Starting Point

Which DOT Rules Apply to My Business?

Build a tailored DOT roadmap from your business use, shipment movement, vehicle weights and carrier role. Separate safety registration, operating authority and CDL questions.

Who it’s for: Small fleets, new carriers, owner-operators and businesses using pickups, trailers or non-CDL trucks.

  • Review driver files, medical, hours, testing and maintenance duties.
  • Flag state rules, special operations and unverified details.
  • Print a checklist with practical resources and official references.
Build My DOT Requirements Roadmap
Know What the Truck Needs to Earn

Owner-Operator Cost & Break-Even Calculator

Estimate cost per total mile, required revenue per paid mile and money available for owner compensation. Keep operating costs and reserves separate.

Who it’s for: Owner-operators planning one truck and company drivers considering truck ownership.

  • Use retained mileage, percentage or monthly revenue.
  • Test fewer paid miles, higher fuel prices and downtime.
  • Print a monthly business worksheet with assumptions and notes.
Calculate My Owner-Operator Break-Even
Close the Gaps in Your Testing Program

DOT Drug & Alcohol Program Checkup

Review random-pool enrollment, Clearinghouse queries, policies, testing procedures and records. Build a prioritized action plan with practical MSM guidance, official references and a professional report.

Who it’s for: Fleet safety managers, carriers and owner-operators reviewing an FMCSA drug and alcohol program, including independent and leased arrangements.

Check My Drug & Alcohol Program
Know What Comes After the Stop

Roadside Inspection Follow-Up & DataQ Planner

Turn an inspection report into a practical plan for corrections, certification reminders, retention and potential DataQ evidence. Keep safety work, report duties and court citations on their own tracks.

Designed for: Safety managers, fleets and owner-operators handling a U.S. roadside inspection report.

  • Identify immediate follow-up and applicable paperwork reminders.
  • Prepare an evidence checklist for a specific record concern.
  • Print an organized action plan with owners and notes.
Build My Roadside Follow-Up Plan
Review the Crash. Prepare the Evidence.

Crash Preventability Eligibility & Submission Planner

Check whether a crash may fit an FMCSA Crash Preventability Determination Program category. Keep possible category fit separate from missing records and build a practical DataQs submission checklist.

Designed for: Owner-operators and small carriers reviewing a crash and coordinating the evidence with their safety contact.

  • Apply the criteria for the crash date.
  • Identify evidence gaps and preventability concerns.
  • Save an editable draft and print a polished review plan.
Check Crash Eligibility & Build a Submission Plan

A Good Place to Start

Set aside time for the compliance self-check, then use the driver file and maintenance planners to organize your follow-up. Use the crash preventability planner when reviewing a reported crash and preparing evidence for DataQs. Keep the results with your working records and give each action a target date.

For a current accident, go directly to the post-accident testing tool and contact the person handling your drug and alcohol testing program promptly.

Make It Fit Your Business

Choose answers that reflect how you actually operate, including your equipment, routes, and driver status. If you’re leased to a carrier, coordinate the results and follow-up with that carrier’s safety contact.

These tools help with planning and review. Results depend on your answers and don’t certify compliance or replace the records and actions your operation needs.

Owner Operator Toolkit Questions

Are all available tools free?

Yes. You can use these available tools without an account or a paid membership. Review your results and use each tool’s saving or printing options.

Where are these tools hosted?

The compliance tools use the same maintained versions available through the main My Safety Manager Compliance Toolkit. The Owner-Operator Cost & Break-Even Calculator opens on Find New Drivers, our driver resources site.

Can I use the tools if I’m leased to a carrier?

You can use them to organize your review and prepare questions. Coordinate with your carrier’s safety contact about which records, decisions, and follow-up belong in the carrier’s process.

Can I keep a copy of my results?

Yes. Use each tool’s saving or printing options to keep the results with your working records. You can also bring those results to a conversation with your carrier or MSM representative.

Does completing a tool confirm that I’m compliant?

No. Each tool supports your review based on the information you enter. Follow the tool’s guidance and official references, and resolve any questions specific to your operation.

Created by My Safety Manager, a Carrier Risk Solutions company. Updated November 5, 2026. View the main Compliance Toolkit.