Certification Profile

The new PTDI Certification Profile is your training organization's one stop shop for documenting how your course meets PTDI Entry Level Driver Certification Standards. The Certification Commission evaluates your course based on the profile you submit.

Use the links to access each section of your Certification Profile.

How It Works

Each training organization that has a certified course will have a Certification Profile.  Your profile is an ongoing record of your course.  You create, save and update your profile.

There are nine (9) sections to the profile.  Review the details of each Profile section below

Be sure to fully complete each section, be detail oriented and answer all questions thoroughly.  The commission evaluates your course based on the profile you submit.  Be sure to keep complete records at your organization.

Each section of your Certification Profile must be sent to PTDI once a year during your renewal period. Changes can be made at any time. Submitting your updates is only required annually.  If you have significant changes, you may choose to submit your profile updates more than once a year.

Get started by creating your profile! Since the old reports are gone, a Certification Profile is now mandatory.


The Cert Profile replaces the Annual Report and Recertification Reports.  Moving forward PTDI will no longer use the old forms and reporting process.

During your renewal period you will receive a reminder to:

  1. complete a brief self assessment survey  [voluntary] (links to a reflection tool, does not impact certification)
  2. update and submit your certification profile [mandatory (links to each section above)
You will no longer file annual reports.  Instead you will update your profile.

Each year, when you update your profile, you may find some sections do not need updating. 

There are some sections that will require updates each year including:  06 Students; 08 Enrollment.

Some Important Reminders About Your Profile

Here are a few important tips about using the new Certification Profile
  • Think of this page as your Certification Profile Hub.  Always use the links here to access each section.
  • You can access your profile to make changes at any time. But you are not required to submit every time.
  • You must submit a current, up to date profile once a year during your renewal period (you will receive a reminder).
  • 1 site = 1 profile.
      • If you have multiple courses at 1 site, they can all be listed on 1 profile.
      • If you have multiple sites, separate profiles are needed for each site.
  • While some forms are not required to upload, you must maintain all records at your organization.
  • Do not make changes to your profile login or password.  If you need login assistance, please contact PTDI.
  • When filling out your profile click the (?) icon for additional information about a field.

Save vs Submit

Your profile includes a 'Save and Return' feature allowing you to start, stop and continue later without losing your progress.  To use this feature, click 'Save Progress' before leaving the form.

You have not submitted the section until you click 'Submit'.  Clicking 'Save Progress' only saves the data, it does not submit it.  You will see an on screen confirmation when the section is submitted.

Your profile submission will be emailed to the address entered. Add the domains ptdi.org and formsite.com to your safe senders list so the confirmation email does not get caught in your spam folder.

Certification Profile Section Breakdown

Familiarize yourself with the what's included before you start.   Details about the section requirements are below.  Documents and forms you will need for each section are provided.  While some forms are not required to upload, you may wish to use them for internal records keeping.  YOU ARE REQUIRED TO KEEP ALL RECORDS ON FILE AT YOUR ORGANIZATION.  PTDI may request additional files if necessary.

Section 00 - Training Organization

This section stores basic information about your training organization and course(s).

What's Included

  1. Training Organization Information
  2. License and Accreditation
  3. Course Name and Advertised Length

Documents and Forms


Section 01 - Public Information

This section contains materials provided to students and other interested parties that offer information about the course.  Any materials that use the PTDI mark (logo).  All materials must be clear, truthful, accurate and unambiguous.
The objective is to provide evidence that
    a) materials truthfully advertise your course
    b) materials convey how the course meets PTDI standards

What's Included

  1. Web Site - Link to the course web site or page advertising your course
  2. Catalog - Course Catalog, Brochure or material
  3. Student Package (if needed) - Student Handbook or additional student handout
  4. Additional Materials (if needed) - Any other materials not included above that describe the course, adherence to PTDI standards or contain the PTDI mark
  5. Identify which documents contain information pertaining to areas of the PTDI standards
    • course content
    • instruction times and hours
    • attendance and conduct
    • tuition and costs
    • facilities and equipment
    • grading and graduation
    • job placement and career

Documents and Forms
Examples of Unacceptable PTDI Course Advertising

1.1 - Truth in Advertising & Public Info
1.3 - Course Goals

Section 02 - Course Information

This section collects the ANTICIPATED hours for an individual student.  As you enter the hours the calculations are made and a summary provided to you. This streamlines the hours documentation process.
This section also collects curriculum information. Forms are provided if you wish to collect the hours in before entering them.

What's Included

  1. Course Length and Student Ratios
  2. Course Unit Hours Detail - Detailed breakdown of anticipated hours for an individual student
  3. Course Syllabus or Outline by Unit
  4. Lesson Plans by Day (Classroom, Range and Highway)
  5. Assessments (Classroom test, sample range assessment, road driving test route)
  6. List of instructional materials

Documents and Forms

Anticipated Course Hours Form with guidelines (word)
Anticipated Course Hours Forms only (excel)

**These forms are provided to help collect and prepare for entering hours into your profile.  You may also find them helpful for internal record keeping.  They are not required for upload.

2.1 - Course Outline
2.2 - Course Content and Objectives
2.3 - Print Materials
2.4 - Audio-visual/Multimedia/Simulation
5.2 - Instructional time
5.3 - Student/Instructor/Vehicle ratio
5.4 - Lesson plans
5.8 - Length of Day
6.1 - Classroom/lab Tests
6.2 - Range Tests
6.3 - Road Tests

Section 03 - Administration

This section documents the key contacts, important policies and procedures and insurance.

What's Included

  1. Organization Chart
  2. Course Contacts
  3. Policies and Procedures
  4. Proof of insurance

Documents and Forms

1.2 - Organizational framework
1.5 - Written Policies and Procedures

Section 04 - Instructors

The Instructors section creates a list of instructors currently teaching the course(s).  To create the list, this section collects instructor names, qualifications and experience.  This section confirms performance reviews and ongoing continuing education (development) activities are conducted, but you do not need to upload the evidence.  But be sure to keep the files at your organization.

List ALL CURRENT instructors even if they were entered in Section 3 as an Administrative Contact.

What's Included

  1. Instructor Name and Duties
  2. Instructor Qualifications
  3. Instructor Experience (general)
  4. Instructor Performance Review
  5. Instructor Development Activities

Documents and Forms
Instructor Qualifications
Instructor Development
Instructor Evaluation

**These forms are provided to help collect information for the profile and internal record keeping.  Not required for upload.

3.1 - Instructor Qualifications
3.2 - Instructor Staff development/Supervison

Section 05 - Facilities and Equipment

Information about the site facilities is collected.  Photos and videos are critical components here to visually identify student areas, administrative areas, range and road conditions.  Equipment such as simulators is also documented.  A summary of training vehicles is created by collecting specific vehicle details.  You can prepare for entering vehicle information using the CMV Worksheet.

What's Included

  1. Classroom Facilities
    • Photos of classroom
    • Photos and video of a current class in session
    • Videos of class
    • Photos of any simulators and other teaching tools
  2. Range and Highway
    • Photos and video of driving range
    • Photos and video of highway driving conditions
  3. List of Training Vehicles
    • Type, make, model, year, unit #/tag
    • Photos of vehicles

Documents and Forms

CMV Worksheet

**This form provided to help collect information for the profile and internal record keeping. Not required for upload.

4.1 - Training Vehicles
5.1 - Classroom/Lab Instruction
5.5 - Classroom Condition
5.6 - Range conditions
5.7 - Highway Instruction Conditions

Section 06 - Students

The student section collects actual hours of instruction for a student.  The entry process is similar to the course section.  Using the data recorded in your instruction forms/logs, you fill in the detailed time a student received instruction.  PTDI offers a set of sample forms if you need documentation to record hours.  This section also collects the additional documentation you should be securing in a comprehensive student file. 

All student documents should clearly show a student identifier or unique ID (but not SSN or student home address or phone number)

What's Included

  1. Student Admission Records
    • Admission date
    • Approved application
    • Instructional permit
  2. Student Classroom Records
    • Classroom attendance
    • Classroom tests
    • Documentation of unit progress
  3. Student BTW Records
    • BTW assessments
    • BTW hours summary
    • BTW logs
  1. Student Graduation Records
    • Graduation date
    • Course grades (or transcript)
    • CDL, AZ or military waiver
    • PTDI Certificate/Seal
  2. Student Follow up and Employment
    • Process description
    • List of 3 employers who hire graduates

Documents and Forms
Student Hours (log, daily, summary)

**These forms are provided for internal record keeping.  They can be used to collect official student hours.  You may find them helpful for entering hours into your profile.  They are not required for upload.

1.4 - Student Eligibility and Admissions
6.4 - Graduation
7.1 - Follow-up
8.1 - In-Training File
8.2 - Student records
8.3 - BTW Time Records

Section 07 - Options

This section collects information for Independent Study, Distance Learning or Externship components you may offer as part of your course.  Additionally, if you have an existing variance or require one, this section allows you to enter the details. 

What's Included

  1. Independent Study
    • Description, objectives, curriculum (if not previously provided), materials, evaluation
  2. Distance Learning
    • Description, materials
  3. Externship
    • Description, curriculum (if not previously provided), materials
  4. Variances
    • Description, explanation, documentation, timeframe

Documents and Forms
Externship Validation Criteria Checklist

9.1 - Independent study
9.2 - Distance Learning Option
9.3 - Externship option

Section 08 - Enrollment

The enrollment data section has been streamlined.  The information requested is straightforward and automatically calculated.  The enrollment reporting period has been standardized.  Now called Enrollment Year, it is always the previous calendar year.  This is always January 1 – December 31 of the year immediately preceding the due date of your annual renewal.  Example, if you renew August 2018, the Enrollment Year will be calendar year 2017.  Also note, you will now need to complete and upload the PTDI Certificate Report.

What's Included

  1. Enrollment Year (previously known as enrollment period)
  2. Enrollment Data
    • How much did it cost to attend the course
    • Number of times course was offered
    • Total students enrolled in course
    • Total course graduates
    • How many graduates got their CDL?
    • How many graduates gained employment?
    • How many graduate were issued a PTDI Certificate?
  3. Upload PTDI Certificate Report (list of students and their PTDI certificate numbers)
  4. Hireright DAC reporting information
  5. Explanation of any unique circumstances

Documents and Forms
PTDI Certificate Report  **required to upload in Profile**
PTDI Certificate and Seal Guidelines (reference for administering PTDI Certificates)
PTDI Hireright DAC Guidelines  (reference for administering PTDI Certificates)
PTDI Hireright School Participation Agreement  (document to begin reporting to HireRight)
PTDI Hireright Driving School Record Form  (document to submit reports to HireRight)
PTDI Hireright Driving School Record Revision Form  (document for HireRight record changes)


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