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:
    • Instructions for Completing Self-Evaluation Report (SER)
    • Standards Documentation Form & Variance Form
    • Request for Course Catalog
    • Catalog/Printed Materials Checklist
    • Instructor Qualifications Form
    • Request for Course Outline
    • Request for Examples of Classroom, Range & Street Lesson Plans
    • Content and Hours Match Form
    • Time Waiver Form
    • Request for copies of ads and web pages
    • Request for completed attendance & time record for a sample student
    • 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


PTDI ON-SITE EVALUATION

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) $550
(2) Review of Self Evaluation Report (due with the SER)(includes ongoing consultation) $1,100
(3) On-site Visit (includes costs of on-site team; due after on-site visit) $1,645
(Due before the Certification Committee meeting)
$3,295

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 $7.30 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.)

Initial Certification Recertification
Initial Certification, Additional Course(s) Recertification, Additional Course
Initial Certification, Course at Additional Permanent Location Recertification, Course at Additional Permanent Location
 
 
Enclosed is my Verification of Eligibility.

Enclosed are the application fees:

Initial Certification $550 Recertification: See Annual Certification Fee*
Initial Certification, Additional Course(s) $250 Recertification, Additional Course None*
Initial Certification, Course at Additional Permanent Location $550 Recertification, Course at Additional Permanent Location: See Annual Certification Fee*

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.

Name
Signature
Date

PROFESSIONAL TRUCK DRIVER INSTITUTE
VERIFICATION OF ELIGIBILITY

I hereby certify that the __________________________________

Name of training organization:
Address:

meets the eligibility requirements for PTDI certification as indicated below:

  1. Is currently duly authorized in the state/province in which it operates to provide such training.
  2. 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.
  3. Demonstrates that the training it will provide meets or exceeds the minimum amount of training time required by PTDI standards.
  4. Demonstrates that the training it will provide meets or exceeds the minimum skills required by PTDI's standards.
  5. 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. _______

ORGANIZATIONAL OFFICIAL:
Type or print name:
Title:
Signature:
Date:

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 .

Note: an application is valid for one year from time of submission. The process will expire if no request is made for an extension.

Date:
School Name (as to be shown on lists, etc.):
Address 1: Physical (& Zip):
Address 2: Mailing (& Zip):
General School Phone: General School Fax:
Toll-Free Phone: Web Site:
Address 3: Truck Driving, if different from above:
Address 4: Other:
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.
Name Title Address* Phone Fax Email
 
 
Notes:
 
Applicant is: Applicant is applying for:
Publicly-funded training organization ___ Initial certification ___ Recertification ___
Private training organization ___ If recertification:
Carrier ___ Date of initial certification: ________________
Other _____________________________ Date of last recertification: ________________
 
Date training organization was established:
Date tractor-trailer driver training was initiated: Date first class graduated:
 
Name of course being submitted for certification:
Date course submitted for certification was initiated: Date first class graduated:
Number of classroom/lab hours excluding breaks in course being submitted:
Number of behind-the-wheel hours PER STUDENT on the range and street/road for course being submitted:
Number of students graduated in the last 12 months from the course submitted for certification:
 
NOTE: IF YOU ARE APPLYING FOR MORE THAN ONE COURSE, PLEASE COMPLETE SEPARATE APPLICATION FORM FOR DATA BELOW.

Our training organization is required to be licensed, authorized or approved: Yes No
Our training organization is currently licensed, authorized, or approved by:
Government Agency:
Mailing Address:
Contact/Title: E-mail:
Phone: Fax: Effective Date: Expiration Date:
Our truck driver training program is required to be
licensed or authorized:
Yes No
 
Our ___ program ___ organization is currently licensed or accredited by (list one; do not include PTDI):
Agency:
Mailing Address:
Contact/Title: E-mail:
Phone: Fax: Effective Date: Expiration Date:

* * * * * * * * *


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.


Application authorized by (Please print): Title:

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