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Compliance Overview

  • “I own a compliance company that assists federal and regulated employers”

    What does that entail:

    I handle DOT's compliance division. We specialize in helping you comply with DOT's drug and alcohol testing laws and regulations so that you won't be subject to severe penalties or repercussions during an audit, as well as non DOT Employers.

  • Managing the random testing program to ensure adherence to FMCSA standards.

    You serve as a drug and alcohol safety expert, responsibilities include:

    • Developing, executing, and upholding a drug and alcohol policy that is in compliance.

    • Managing the process of selecting drivers from a random pool according to the DOT random rates.

    • keeping confidential and secure records of alcohol and drug test results.

    • Ensure compliance with 49 CFR Part 382, which includes supervisor training.

    • Handling compliance documentation for drivers who violated policies and are returning to work.

    • Ensure that negative test results are received before drivers resume work and monitor testing following accidents.

Services & Pricing
Goal
Refund Policy
Payment Portal

Tip: Keep in mind Chicago is the trucking capital, search more into Chicago for trucking industry pitches

    • CDL Hiring events

    • Social media (by typing CDL trucking ETC) type the CDL keywords and many people will appear for that industry. (momentarily you can use the one for PMLT)

    • Search for fresh new owners.

    • Indeed, zip recruiter and other job search engine, by typing the CDL keywords to look up companies

    • CDL owners are amongst us and are required to carry the compliance.

What does each button mean?

  • If assistance is needed on my end or if you need to help me out you click this button.

  • This button will lead to the payment portal to take all payments.

  • This button is used to pitch to potential clients; this will have scripts on how you approach a sale. This will also have a potential client data log.

  • This button will have information on what the clearinghouse is, what is included in our clearinghouse service and steps to get it started. The clearinghouse form is located in this section

  • This button is for the random name pull instructions

  • This button is to view your daily, weekly, monthly, quarterly and annual tasks. Check everyday so you are on top of your tasks. You can also use this button to log any tasks you will need to complete.

  • Use this button when you begin to hire. This will have the different roles you hire, pay, description, and portals for each department.

  • Use this button to log an compliance updates. Every often you will read on articles or any changes made in the DOT department for drug and alcohol testing. Use this information to update clients on any changes

  • This button brings you to the DOT policy description and questionnaire so that we can create a company’s DOT policy template.

  • This button leads you to schedule any tests the clients request and will submit directly to PMLT when completed (you will receive a copy of the submission)

  • If a client is enrolled into our consortium, they are able to request assistance on how to fill out an MIS report. Details and instructions are located on this page.

DOT Section forms

  • When a company’s consortium renewal and clearinghouse renewal is coming up, you will reach out to the client and let them know about their renewal coming up (the script is available there for you to use) and fill out the form to log in the status. Clients may email you back their response. This helps organize who paid for renewal.

  • Use this form at the beginning of the year to plan out how your random selections will be pulled for the year.

  • Use this form if a client requests to add, remove, pause, resume or inform you if a driver can’t make their selection date.

How to complete an order

    • Step 1: Pitch the service

    • Step 2: Fill out consortium form (Consortium enrollment form)

    • Step 3: Take Payment and read refund policy (white section only) before you submit the payment

    • Step 4: Let the client know you will be sending them a consortium welcome letter, and that the consortium certificates will be emailed within 24 hours.

    • Step 5: (stay on the phone) Send client the welcome consortium email and asked if they received it.

    • Step 6: Go over client end script (Click Here)

    • Step 7: Either work on the certificates now or submit a task form to get back to later. (have completed within 48 hours)

    • Step 8: create certificate: Open compliance folder, open consortium certificate and edit the name, company name, and enrollment date on certificate, then save as PDF and send to client as PDF.

    • Step 9: Don’t forget to Update your spreadsheets with new information.

    • Step 1: Pitch the service

    • Step 2: Fill out clearinghouse form (Clearinghouse Management Form)

    • Step 3: Take Paymentand read refund policy (white section only) before you submit the payment

    • Step 4: Let the client know you will be sending them a Clearinghouse Management welcome letter, which will include instructions on how to request you as their C/TPA in the clearinghouse.

    • Step 5: (stay on phone) Send client the welcome email (Clearinghouse enrollment email)

    • Step 6: Let the client know that when you hang up the request to add us as their TPA needs to be completed…then Go over client end script (Click Here)

    • Step 7: Work on accepting client TPA request or submit a task form to get back to later or send a follow up message. (have completed within 48 hours)

    • Step 9: Send Steps to purchase Query (Clearinghouse) in additional signature in compliance portal

    • Step 10: Don’t forget to Update your spreadsheets with new information.

    • Step 1: Pitch the service

    • Step 2: Take Payment and read refund policy (white section only) before you submit the payment

    • Step 3: Next Script: “We will be sending you and email with our policy questionnaire. With the information in the questionnaire that you submit, we will be sending over a rough draft for you to review, and the last step would be the final policy template, This template will be used for any employees you decide to hire so that they are aware to comply with DOT’s drug and alcohol program while working under you. Keep a lookout for our email within 48 business hours.

    • Step 4: Send client the Policy welcome email

    • Step 5: Go over client end script (Click Here)

    • Step 6: Either work on the policy template now or submit a task form to get back to it later. (have completed within 48 hours)

  • Item description

    • Step 1: Pitch the service

    • Step 2: Fill out Bundle Package form (Bundle Package Form)

    • Step 3: Take Paymentand read refund policy (white section only) before you submit the payment

    • Step 4: Let the client know you will be sending them a compliance welcome letter which will include all steps to begin their compliance.

    • Step 5: (stay on phone) Send client the compliance bundle welcome email

    • Step 6: Go over client end script (Click Here)

    • Step 7: create certificate: Open compliance folder, open consortium certificate and edit the name, company name, and enrollment date on certificate, then save as PDF and send to client as PDF.

    • Step 8: Send policy questionnaire email

    • Step 9: Send clearinghouse instructions

    • Step 10: Send Reasonable suspicion training instructions.

    • Step 11: Either work on the it all now or submit a task form to get back to later. (have completed within 48 hours)

    • Step 12: Don’t forget to Update your spreadsheets with new information.

How to complete a Consortium enrollment

(One certificate per each driver)

Step 1: Open your compliance folder and search for “DOT consortium certificate”

Step 2: Edit all highlighted sections in yellow. (Company Name, Name of driver, Enrollment date, Renewal date)

Step 3: Send certificate (as PDF) to the client, if multiple drivers, send all at once.

Step 4: Add driver(s) into the consortium spreadsheet

How to complete a DOT Policy

Step 1: Open your compliance folder and search for “Dot policy Template”

Step 2: Edit and fill in the following in the highlighted yellow sections of the “Dot policy Template”

Step 3: When completed, Send the rough draft copy to client along with the rough draft email template, make sure you send the watermark copy that says “do not copy”

Step 4: When the client responds back to the email that the rough draft looks good, send the Final copy without the watermark along with the final copy email template. Otherwise, if the client notices any mistakes or changes needed, you will proceed to make corrections.