Entry-Level Tractor-Trailer Driver Course
Application Package
STEPS IN THE PTDI
CERTIFICATION/RECERTIFICATION PROCESS
FOR ENTRY-LEVEL TRACTOR-TRAILER COURSES • When offered, a school may attend a voluntary pre-certification
workshop. Otherwise, see conference-call option below.
• School reviews “Certification Standards & Requirements for
Entry-Level Tractor-Trailer Driver Courses” and “Curriculum Standard Guidelines
for Entry-Level Tractor-Trailer Driver Courses.”
• School requests application package. For recertifications, PTDI
automatically sends package when due. The recertification package and process
may vary from that shown below.
• PTDI sends school application package including: Confirmation Form,
Application for Certification, Verification of Eligibility Form, Steps in PTDI
Certification/Recertification Process, Fee Schedule
• Upon receipt of above completed application package including
application fee from the school, PTDI sends the school a Self-Evaluation Report
(SER) package made up of:
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Instructions for Completing Self-Evaluation Report (SER)
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Standards Documentation Form & Variance Form
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Request for Course Catalog
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Catalog/Printed Materials Checklist
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Instructor Qualifications Form
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Request for Course Outline
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Request for Examples of Classroom, Range & Street Lesson Plans
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Content and Hours Match Form
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Time Waiver Form
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Request for copies of ads and web pages
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Request for completed attendance & time record for a sample student
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Employers Who Hire Graduates Form
• The school forms a committee (instructors, Advisory Committee members,
school administrators, school counselors, etc.) who will conduct the
self-evaluation of the entry-level truck-driving course based on PTDI
standards. The process is similar to that used when applying for national and
regional accreditation.
• At the beginning of the SER process, PTDI staff conducts an hour-long
conference call with the school to review how to complete and submit the SER.
• After completing the self-evaluation according to the “Instructions for
Completing Self-Evaluation Report (SER),” the school submits one (1) set of the
materials in a tabbed binder to PTDI certification specialist. Concurrently the
school submits the SER Review Fee to the PTDI office.
• The PTDI certification specialist reviews the self-evaluation report to
determine whether the course qualifies for the on-site evaluation. PTDI may
request clarification or additional materials. After school makes
clarifications to the SER, school sends clarifications to the certification
specialist and two (2) – four (4) full, clarified sets to the PTDI office.
(Staff will advise number of copies to submit.)
• Before scheduling an on-site visit, PTDI conducts another hour-long
conference call with the school to give additional support and to advise what
is needed and what is to be expected at the on-site visit.
• The one-day on-site evaluation for initial certification is conducted by
an Educational Team Leader (ETL) from a school with a PTDI-certified course, a
Subject Matter Expert (SME) from the geographic area where the applicant school
is located, and a PTDI staff member. Recertification on-site visits are
conducted by a PTDI staff member and an SME. The On-site Visit Fee is due after
the on-site visit and before the Certification Committee meets. (Note: If the
course does not meet the minimum standards, the school will be notified of
recommended improvements.)
• The Certification Committee reviews the SER, report of the on-site
evaluation team, documented corrections and any other materials submitted. The
Committee meets three times a year, or as needed. Their options are to certify
for five years (with or without stipulation), or deny or defer certification.
• If the course meets the requirements, the course is generally initially
certified for five years, with each recertification for a period of five years.
PTDI will notify the school of the Certification Committee's decision within 30
days after the Committee meeting at which the course is considered. Rev.
10/15/03
INITIAL CERTIFICATION
For initial certification, the on-site evaluation team will review full
documentation of the items in the Self-Evaluation Report (SER).
The on-site evaluation team consists of an Evaluation Team Leader (ETL) from a
school with a PTDI-certified course, a Subject Matter Expert (SME) from the
geographic area where the applicant school is located, and a PTDI staff person.
Schools reserve the right to request different team members than assigned if
there could be a conflict of interest. The school provides the SME.
It is essential that the team members have access to all the information and
reference materials necessary to complete the evaluation of each standard. All
records and documents used in the application and Self-Evaluation Report (SER)
must be available to the site-visit team. Documentation should be compiled in
one location as much as possible. It should be organized and labeled according
to each standard. When documentation for a particular standard
also applies to another, it may be cross-referenced; e.g., the documentation
might be under Standard 8.1, then “documentation” for Standard 8.3 might say
“See Standard 8.1”. The documentation for several standards may be the same;
however, the team looks at the various aspects of the material depending on
what is required by the standard.
Names, addresses, and phone numbers of three (3) years of graduates and
employers who hire graduates must be supplied upon request.
Course administrators, instructors, and some trainees also must be available.
The on-site evaluation must be conducted while classes are in session. Team
members will tour classrooms and the lab and range areas during instructional
periods. They will need to verify the documentation for each standard. The
on-site team will make every effort to conduct their evaluation with as little
disruption to the classroom, lab, and range activities as possible. Short
interviews with students and instructors may also be conducted.
In addition, the on-site evaluation team may conduct a survey of employers of
course graduates. Please prepare a list of individuals who have completed the
course within the last two years and are employed by different trucking firms.
Include the name of the graduate, their supervisor, and the address and phone
number of the place of employment. The team will select a minimum of three
employers and conduct a survey during or prior to the on-site evaluation. It is
helpful for the school to contact the employers in advance to introduce them to
the PTDI process.
Upon completion of the on-site evaluation, the team will prepare a Program
Evaluation Report (PER) and will share with you their impressions of general
strengths and recommendations for improvement. The team will not be able to
indicate whether or not the course will be certified. The PTDI office will send
a copy of the PER, as well as a corrective action form if needed, to the course
administrator and other officials as may be designated by the school. All
evaluation materials – SER, PER and other on-site materials, and corrective
action – will be reviewed by the Certification Committee at their next meeting
following the on-site visit.
PTDI will notify the school of the Committee's action within 30 days after the
Committee meeting.
RECERTIFICATION PROCESS
The recertification process uses a general process of self-evaluation and site
visit similar to the original certification process. However, the process will
rely more on annual reports that have been submitted during the prior five-year
certification period and may require less paperwork submission than that for
the initial certification.
The on-site evaluation team for the recertification will consist of a PTDI staff
representative and a local Subject Matter Expert (SME). The school provides the
SME. Rev. 3/10/03
FOLLOW-UP STEPS AFTER CERTIFICATION OF COURSE
• Sign and return a copy of the Certification and License Agreement to
PTDI. Keep a copy for your files
• Submit a check to PTDI for on-site fees.
• Customize the generic press release provided to notify the public of
certification or recertification of your course.
• Order Certificates of Attainment or Seals for your school certificates
from PTDI in sufficient quantities to issue to each graduate of your certified
course(s). Order a supply for at least six months. Certificates and seals are
uniquely numbered and must be ordered from PTDI. PTDI keeps track of the
numbers that were issued to you.
• Issue a Certificate of Attainment or Seal on your school certificate to
each qualified graduate of your certified course(s). This is a requirement as
part of your certification.
• Retain a copy of the certificates or seals issued to students for ten
years for review by the PTDI. A copy should be kept in each student's permanent
file, or in another way that will be easy for PTDI evaluators to track. You do
not need to send a copy to PTDI.
• Complete the US Investigations (formerly DAC Services) agreement and
forward to US Investigations in Tulsa , Oklahoma . The regularly send to USI a
completed form for each PTDI-certified course graduate as well as each student
who either graduates from a non-certified course or failed to complete one of
your courses. You do not need to send copies to PTDI. Submission of reports on
graduates is a requirement as part of your certification.
• Provide PTDI with copies of any material using the PTDI marks before it
is finalized for approval of use. The mark must be used only in ways that will
affirm Standard 1.1 (Truth in Advertising and Public Information), and as
provided for in the Certification and License Agreement.
• Send your web site address to PTDI to link your site with PTDI. Please
ask your webmaster to link PTDI ( www.ptdi.org
) to your web site as well.
• Inform PTDI, in writing within thirty (30) days of the occurrence of any
of the following: change of control; change of name; sale of stock totaling
more than fifty-one percent (51%) of the outstanding shares; change of address;
any revision(s) to the certified course(s); or any event that changes the
status of the LICENSEE or affects or could affect the continuation of PTDI's
course certification(s).
• Return the required annual report and annual fee promptly when it is due
to avoid a late charge and to remain in compliance with the standards and
requirements of certification.
• Maintain the standards! Review them periodically.
FEE SCHEDULE
FOR PTDI INITIAL CERTIFICATION,
RECERTIFICATION & OTHER REQUIREMENTS All fees are non-refundable
INITIAL CERTIFICATION
The certification fee is payable in three (3) stages
| (1) Initial Application Fee (due with the application)
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$550
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| (2) Review of Self Evaluation Report (due with the SER)(includes ongoing
consultation)
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$1,100
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| (3) On-site Visit (includes costs of on-site team; due after on-site visit)
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$1,645
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| (Due before the Certification Committee meeting) |
$3,295
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INITIAL CERTIFICATION AT ADDITIONAL PERMANENT LOCATION
Available to schools under common ownership of school that has a PTDI-certified
course at another permanent location.
Application Fee ($550), SER Review & Ongoing Support ($500),
On-site Visit ($1,200) (Total): $2,250
ANNUAL CERTIFICATION FEE
Due each year on anniversary date of certification (Main site) $750
Due each year on anniversary date of certification (Each additional site) $500
Late fee (per site) $50
RECERTIFICATION
An annual certification fee is due with the annual report each year. There is no
recertification fee except during phase-in of annual certification fee. PTDI
will advise individual schedule of payments.
FEE FOR CERTIFYING A SECOND COURSE
Whether submitted with initial course or subsequently $250
FEE FOR SUBSTANTIVE CHANGE TO COURSE
Normally change will be reviewed without an on-site visit $250
If on-site visit is required, school will pay on-site expense
RANDOM AUDITS
Cost is included in Annual Fee
CERTIFICATE/SEAL OF ATTAINMENT SUSTAINING FEE
Required purchase from PTDI & required to be issued to
school to each graduate who completed requirements of PTDI-certified course
$2.30 ea.
SHOW CAUSE OR APPEAL
Fee as prescribed plus expenses are responsibility of school.
PROFESSIONAL TRUCK DRIVER INSTITUTE, INC.
555 E. Braddock Road
Alexandria, VA 22314
Phone: 703.647.7015 e-mail: ptdi@truckload.org
APPLICATION FOR CERTIFICATION
CONFIRMATION FORM
This is to confirm that the following school is applying for initial
certification or recertification of its tractor-trailer course(s):
Enclosed is my Application for: (Note: A separate application is required for
each course.)
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Initial Certification
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Recertification
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Initial Certification, Additional Course(s)
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Recertification, Additional Course
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Initial Certification, Course at Additional Permanent Location
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Recertification, Course at Additional Permanent Location
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Enclosed is my Verification of Eligibility.
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Enclosed are the application fees:
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Initial Certification $550
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Recertification: See Annual Certification Fee*
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Initial Certification, Additional Course(s) $250
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Recertification, Additional Course None*
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Initial Certification, Course at Additional Permanent Location $550
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Recertification, Course at Additional Permanent Location: See Annual
Certification Fee*
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INITIAL CERTIFICATION: A Self Evaluation Review (SER) & ongoing support fee
of $1,100 for the first course is due when the SER is submitted. An on-site
visit fee of $1,645 (which includes the cost of the onsite team) is due after
the on-site visit has been completed.
For certification of a course at an additional permanent location, the fee in
addition to the application fee is $500 for the SER review & ongoing
support, and $1,200 for on-site visit. (Total: $2,250)
*RECERTIFICATION: Although there is no recertification fee at the time of
recertification, there is an annual certification fee of $750 for the first
location and $500 for each additional permanent location due each year in the
anniversary month of certification. (It is due with the Annual Report) During
the phase-in of the annual certification fee, PTDI will advise payment schedule
for individual schools when recertification is due.
The certification process generally takes approximately six months before being
presented to the Certification Committee. The Certification Committee meets
three times a year or as needed. All materials must be in to PTDI, the on-site
visit performed, and the performance evaluation report (PER) and response
completed at least one month before the Committee meets.
Upon receipt of the completed application package, PTDI will send the
Self-Evaluation Report (SER) for the school to complete.
PROFESSIONAL TRUCK DRIVER INSTITUTE
VERIFICATION OF ELIGIBILITY
I hereby certify that the __________________________________
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Name of training organization:
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Address:
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meets the eligibility requirements for PTDI certification as indicated below:
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Is currently duly authorized in the state/province in which it operates to
provide such training.
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Has graduated a minimum of fifteen (15) students in the course for which they
are seeking certification within the twelve (12) months preceding the
application. This provision applies to an initial or continued certification of
a PTDI course. However, if a PTDI school with a certified course (either
initial or continuing) due to extenuating circumstances cannot meet this
minimum number of graduates, the school may apply for a variance from this
requirement that will be reviewed and considered by the PTDI Board of Directors
on a case-by-case basis.
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Demonstrates that the training it will provide meets or exceeds the minimum
amount of training time required by PTDI standards.
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Demonstrates that the training it will provide meets or exceeds the minimum
skills required by PTDI's standards.
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Uses an identified staff of individuals who are actively involved in training.
Courses consisting only of lectures, broadcasts, audio-visual presentations,
and other one-way communications are not eligible.
Note: If school must apply for variance please check here and explain on an
attached sheet. _______
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ORGANIZATIONAL OFFICIAL:
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Type or print name:
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Title:
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Signature:
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Date:
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TO: PTDI
555 E. Braddock Road
Alexandria , VA 22314
Telephone: 703.647.7015; Fax 703.836.6610
PROFESSIONAL TRUCK DRIVER INSTITUTE (PTDI)
Entry-Level Tractor-Trailer Driver Training Course
Voluntary Certification
APPLICATION FOR CERTIFICATION
Please complete all information requested. This will expedite processing of your
application. If you would like an electronic version of the form, please send
your request to mdakita@truckload.org
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Note: an application is valid for one year from time of submission. The process
will expire if no request is made for an extension.
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Date:
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School Name (as to be shown on lists, etc.):
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Address 1: Physical (& Zip):
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Address 2: Mailing (& Zip):
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General School Phone:
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General School Fax:
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Toll-Free Phone:
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Web Site:
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Address 3: Truck Driving, if different from above:
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Address 4: Other:
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Key Contacts : (Please list main contact for PTDI first, secondary contact next,
then others; include director, lead instructor, president, etc. You may list 2,
3 or 4 people.) *For Address, please enter 1, 2, 3, and/or 4, referring to the
Address 1, 2, 3, and 4 above . NOTE: Program Evaluation Report
(PER) will be sent to school director and/or main contact with copy to
president/CEO.
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Name
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Title
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Address*
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Phone
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Fax
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E-mail
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Notes:
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Applicant is:
Publicly-funded training organization ___
Private training organization ___
Carrier ___
Other _____________________________
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Applicant is applying for:
Initial certification ___ Recertification ___
If recertification:
Date of initial certification: ________________
Date of last recertification: ________________
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Date training organization was established:
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Date tractor-trailer driver training was initiated:
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Date first class graduated:
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Name of course being submitted for certification:
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Date course submitted for certification was initiated:
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Date first class graduated:
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Number of classroom/lab hours excluding breaks in course being submitted:
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Number of behind-the-wheel hours PER STUDENT on the range and street/road for
course being submitted:
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Number of students graduated in the last 12 months from the course submitted for
certification:
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NOTE: IF YOU ARE APPLYING FOR MORE THAN ONE COURSE, PLEASE COMPLETE SEPARATE
APPLICATION FORM FOR DATA BELOW.
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Our training organization is required to be
licensed, authorized or approved:
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Yes
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No
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Our training organization is currently licensed, authorized, or approved by:
Government Agency:
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Mailing Address:
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Contact/Title:
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E-mail:
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Phone:
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Fax:
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Effective Date:
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Expiration Date:
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Our truck driver training program is required to be
licensed or authorized:
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Yes
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No
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Our ___ program ___ organization is currently licensed or accredited by
(list one; do not include PTDI):
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Agency:
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Mailing Address:
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Contact/Title:
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E-mail:
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Phone:
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Fax:
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Effective Date:
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Expiration Date:
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* * * * * * * * *
FEES FOR INITIAL CERTIFICATION
(1) Application Fee (due with submission of application) $550
(2) Review of Self Evaluation Report (includes ongoing consultation)(Due
with submission of SER) $1,100
(3) On-site Visit (includes costs of on-site team; due after on-site visit and
before Certification Committee meets to review submission) $1,645
Total: $3,295
FEE FOR INITIAL CERTIFICATION OF EACH ADDITIONAL COURSE AT
SAME LOCATION
( Concurrently submitted with first course or subsequently) $ 250
FEE FOR INITIAL CERTIFICATION AT ADDITIONAL PERMANENT LOCATION
(App Fee $550; SER Review & Ongoing Support $500; On-site Visit $1200):
$2,250
There is no fee at the time of recertification*. There is an annual
certification fee of $750 for the first location and $500 for each additional
permanent location due with an Annual Report in the anniversary month of
certification.
*Except during phase-in of new annual fee. Check with PTDI for phase-in
schedule.
All fees are non-refundable.
The information contained in this application is correct to the best of our
knowledge. We agree to make no promotional use of our application prior to
granting of certification by the PTDI.
We have reviewed the "Certification Standards & Requirements for Entry-Level
Tractor-Trailer Driver Courses,” particularly the sections “Certification
Elements and Requirements” and “Certification Standards.”
In signing this application, we specifically authorize the PTDI to publish
information indicating that our course(s) has been certified. If the course(s)
is not certified, we hereby authorize PTDI to state the fact that the
organization applied for certification of its course(s), that certification was
not granted, and the date of decision only upon inquiry. PTDI may not disclose
any other information regarding our organization.
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Application authorized by (Please print):
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Title:
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Signature_________________________________________
NOTE: Completed Verification of Eligibility must accompany this form.
FOR INFORMATION, CALL 703.647.7015
RETURN TO: Professional Truck Driver Institute, 555 E. Braddock Road,
Alexandria , VA 22314
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