[Federal Register: December 19, 2000 (Volume 65, Number 244)]
[Rules and Regulations]               
[Page 79511-79560]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr19de00-14]                         
 
[[pp. 79511-79560]] Procedures for Transportation Workplace Drug and Alcohol Testing 
Programs

[[Continued from page 79510]]

[[Page 79511]]

    Commenters pointed out that, in some jurisdictions, state laws or 
rules require employers or service agents to provide drug test result 
information to state law enforcement or safety agencies. To ensure that 
there is no conflict between Part 40 and these state laws or rules, we 
have added language (already found in some DOT agency rules) to this 
section. It says that if requested by a state or local safety agency 
with regulatory authority over the employer or employee, employers and 
service agents must provide drug and alcohol test records concerning 
the employee to the agency. This paragraph also covers Federal agency 
requests (including requests by DOT, HHS, and the National 
Transportation Safety Board) for drug and alcohol test records. It 
should be noted that this paragraph applies only to testing records. It 
does not authorize provision of specimens.
    We have also added a paragraph stating in rule text the advice we 
have frequently given to employers and service agents faced with 
subpoenas or other orders directing them, contrary to Part 40 
requirements, to produce specimens where Part 40 does not permit. What 
is a laboratory or other party to do if it gets a request to produce a 
urine specimen or aliquot for an unauthorized test? The first thing the 
laboratory should do is to ``just say no,'' giving this DOT regulatory 
mandate as the reason. If someone seeks a subpoena or other court order 
directing the production of the specimen, the laboratory's attorneys 
should seek to quash or resist the action, asserting on the basis of 
this section that such an order is contrary to Federal law and subject 
to Federal pre-emption (under the existing pre-emption provisions of 
DOT agency drug and alcohol regulations). In such cases, we suggest 
that laboratories call the Department to consult about the matter. If a 
court ultimately issues a binding order requiring the production of the 
specimen, the laboratory may comply (we do not seek to make 
laboratories subject to contempt citations). However, as noted above, 
employers must continue to implement all consequences of a verified 
positive test required by DOT rules, regardless of the outcome of the 
unauthorized test or any personnel process decisions flowing from it.

Section 40.333  What Records Must Employers Keep?

    This section is based on Sec. 40.335 of the NPRM. In response to a 
number of comments and consistent with decisions reflected elsewhere in 
this document, proposed requirements for the retention of records 
concerning training of service agents and signed agreements with 
service agents have been deleted. Under the final rule, collectors, 
BATs, MROs etc. will maintain their own training records, and employers 
will not have this responsibility. The requirement to have signed 
agreements among employers and all service agents has been deleted.
    In response to a comment, we have deleted the word ``secure'' from 
paragraph (c), since we agree that control of access is the key point. 
One comment suggested that service agents should have up to five 
business days to get information to employers who are being audited. In 
our view, each DOT agency's rules and inspection practices should 
determine how quickly an employer must produce records. The service 
agent is responsible for meeting the employer's need to comply with DOT 
agency requirements.

Subpart Q--Roles and Responsibilities of Service Agents

Section 40.341  Must Service Agents Comply With DOT Drug and Alcohol 
Testing Requirements?

    There was only one comment on the proposed Sec. 40.341. AC/TPA 
wanted C/TPAs to be authorized to act as a DER and to be required to 
have a certified MRO or administrator in charge. For reasons we have 
discussed elsewhere, we are not permitting C/TPAs to act as DERs. While 
we think that training and certification programs for program 
administrators are a good idea, we do not believe that it is necessary 
to make them mandatory at this point.

Section 40.343  What Tasks May a Service Agent Perform for An Employer?

    This is a new section that makes the basic point that service 
agents can perform for employers those functions authorized by DOT 
rules. Proposed Sec. 40.343 dealt with a different issue. DOT has 
become aware of reports that, particularly in some industries, service 
agents have imposed requirements on covered entities that exceed the 
requirements of DOT rules. Some service agents have made compliance 
with these extra requirements a condition of approval of an employer's 
DOT drug and alcohol testing program. The proposed section was intended 
specifically to prevent excesses of this kind.
    There were few comments on the proposed section. One said that 
service agents work for employers in capacities other than compliance 
with DOT rules. This is doubtless true, but is an issue outside the 
scope of this rulemaking. One commenter suggested that there was a 
reverse problem, in that sometimes employers asked service agents 
(e.g., SAPs) to perform tasks beyond what DOT rules require (e.g., make 
fitness for duty decisions). We have strengthened language elsewhere in 
Part 40 to emphasize that it is inappropriate to call on SAPs to make 
these decisions for employers. A third commenter was concerned that the 
section might inhibit the ability of service agents to advise employers 
to recommend provisions not covered by DOT rules. Service agents can 
recommend provisions not covered by DOT rules, but they cannot make 
adoption of these recommendations a condition of approving employers' 
plans for DOT compliance purposes.
    The Department has relocated this provision to Sec. 40.355(l).

Section 40.345  In What Circumstances May a C/TPA Act as an 
Intermediary in the Transmission of Drug and Alcohol Testing 
Information to Employers?

    The proposed Sec. 40.345 made the point that a service agent that 
did not comply with DOT regulations was subject to PIE proceedings. 
Comments to this proposal were along the lines of comments on the PIE 
proposal itself, to which we responded in the ``Principal Policy 
Issues'' section of the preamble. The substance of this proposed 
section has been incorporated in Sec. 40.341 of the final rule.
    The new Sec. 40.345 incorporates the Department's decision, 
discussed at length under ``Principal Policy Issues,'' to permit 
employers to use C/TPAs for a variety of information transmission 
functions, such as passing drug and alcohol test results from MROs or 
BATs to employers. We emphasize four points. First, with respect to any 
and all of the functions that C/TPAs may perform, the employer has the 
choice of using a C/TPA as an intermediary or getting the information 
directly from the party (e.g., the MRO) who generates the information. 
Second, we direct readers' attention to Appendix F. C/TPAs may act as 
intermediaries only with respect to the functions listed in Appendix F.
    Third, when C/TPAs act as an intermediary, they must meet all 
requirements (e.g., concerning confidentiality and timing) that would 
apply if the party generating the information (e.g., an MRO or 
collector) sent the information directly to the employer. For example, 
if a C/TPA transmits the MRO's drug testing results to DERs, it must 
transmit each drug test result to the DER in compliance with the 
requirements for MROs set forth in Sec. 40.167. Fourth, as noted in 
connection with Sec. 40.15, employers remain fully

[[Page 79512]]

responsible for receiving all information and taking all actions 
required under Part 40 and other DOT agency rule.

Section 40.347  What Functions May 
C/TPAs Perform With Respect to Administering Testing?

    One comment on this section suggested that it refer to C/TPAs 
specifically, rather than service agents generally, because the content 
of the section covered functions that C/TPAs perform and other service 
agents (e.g., MROs, laboratories) either should not or typically do not 
perform. We agree with this comment, and we have changed the language 
of the section accordingly. Another commenter appeared to be confused 
about the provision telling service agents not to select employees 
randomly for testing from a ``follow-up'' pool. This point--which 
applies to employers as well as C/TPAs--is that follow-up tests are 
scheduled individually for employees who have returned to safety-
sensitive duties after a violation, consistent with the SAP's plan. It 
is never appropriate to put returned employees into a pool and select 
them randomly for follow-up testing. Employees never get advance notice 
of the time of a follow-up test, but follow-up testing is in no way 
random. On the other hand, in addition to being subject to follow-up 
testing, returned employees must be in the regular random testing pool, 
and are subject to selection for random testing on the same basis as 
all other covered employees.

Section 40.349  What Records May a Service Agent Receive and Maintain?

    Some commenters on this section were concerned that because the 
proposed rule used the general term ``service agent'' in this section, 
the section glossed over restrictions on the activities of MROs and 
laboratories. They suggested that, as in the case of Sec. 40.347, we 
limit the section to 
C/TPAs. While we agree that C/TPAs perform many record management 
functions, it does not appear to us that the provisions of this section 
apply only to C/TPAs. However, in response to the commenters' concerns, 
we are prefacing this section with an ``except where otherwise 
specified in this part'' statement (we did the same in Sec. 40.347). 
The import of this language is that, where MRO, laboratory, or other 
provisions of the rule impose requirements or restrictions beyond those 
of this section, those requirements or restrictions control.
    Another comment suggested clarifying that DOT access to service 
agent records and facilities does not apply to records and facilities 
not involved in the DOT drug and alcohol testing program. This point 
seems clear on the face of the proposed and final provisions, so we 
will not restate the obvious. Another comment objected to requiring 
this access, and asked for a justification. This is equally obvious: in 
order to maintain proper oversight of an important safety program, the 
Department needs access to the records and facilities of those who 
actually perform program tasks.

Section 40.351  What Confidentiality Requirements Apply to Service 
Agents?

    This section is also based on parts of proposed Sec. 40.349. A 
number of comments pertained to proposed Sec. 40.349(e), relating to 
handling of the CCF. There is no equivalent to this proposed paragraph 
in the final rule. A few comments also supported allowing ``blanket'' 
releases of information. As under the present rule, we believe that 
blanket releases compromise the confidentiality of employee-specific 
records and are subject to abuse. The final rule continues this 
prohibition.

Sec. 40.353  What Principles Govern the Interaction Between MROs and 
Other Service Agents?

    This section is based on Sec. 40.351 of the NPRM. Much of the 
comment concerned the discretion of C/TPAs, acting as an intermediary, 
to transmit laboratory results to MRO and MRO verification decisions to 
the employer. As discussed in ``Principal Policy Issues'' and in 
connection with Sec. 40.345, the final rule permits the latter and 
prohibits the former.
    Some commenters appeared to believe that the proposed section 
required MROs to exercise full-time, in-person, over-the-shoulder 
supervision of their staffs. This is not the case. As long as MROs 
really supervise their staff, this supervision need not always take 
place at the same site. We are aware that MRO operations may have more 
than one site and that an MRO cannot be everywhere at once. On the 
other hand, the rule is intended to prohibit C/TPA staff, working on 
their own or under C/TPA rather than MRO supervision, from performing 
MRO staff functions.
    To reduce paperwork, we have deleted a proposed requirement for 
written agreements between MROs and other service agents.

Sec. 40.355  What Limitations Apply to the Activities of Service 
Agents?

    Some commenters on this section favored allowing C/TPAs to act as 
DERs and to act as an intermediary in transmitting results from 
laboratories to MROs. Another commenter opposed any ``firewalls'' 
between C/TPAs and MROs. As we have explained above, the final rule 
does not permit C/TPAs to act as DERs or to transmit laboratory results 
to MROs. In our view, some firewalls between MROs and other 
participants in the testing process are essential to maintaining the 
necessary independence of MROs.
    Another commenter said that employers, not SAPs, should make 
follow-up testing determinations. SAPs are used in the return-to-duty 
process because of their expertise in evaluating individuals with drug 
and alcohol problems. We believe that their expertise should be used to 
determine follow-up testing requirements. Employers may know their 
workers, of course, but they are not typically experts in drug and 
alcohol abuse evaluation and treatment.
    One commenter suggested adding a sentence specifying that MROs 
could determine that an individual had refused a test, in the context 
of an adulteration or substitution finding. We agree, and we have added 
this language.
    We have added a paragraph concerning a problem that the Department 
has occasionally encountered. It states that service agents must not 
intentionally delay the transmission of drug or alcohol testing-related 
documents because of a payment dispute or other reasons. Parties can 
work out disputes among themselves, but it is essential to the safety 
purposes of this program that drug and alcohol testing results and 
other information flow freely. As a safety matter, this information 
must not be held hostage to business disagreements.

Subpart R--Public Interest Exclusions

    The Department discussed PIEs extensively in the ``Principal Policy 
Issues'' portion of the preamble. We will not repeat this discussion 
here, focusing instead on points in the individual sections of Subpart 
R that should be highlighted.

Sec. 40.361  What Is The Purpose of a Public Interest Exclusion (PIE)?

Section 40.363  On What Basis May the Department Issue a PIE?

Section 40.365  What Is the Department's Policy Concerning Starting a 
PIE Proceeding?

    These sections emphasize that the basic purpose of PIEs is to 
protect the public from serious noncompliance on the part of service 
agents. PIEs are not an exclusive remedy: We can take other actions 
(e.g., sanctions against employers, referral to the DOT Inspector

[[Page 79513]]

General) if circumstances warrant. The basic grounds for issuing a PIE 
are serious noncompliance with Part 40 or DOT agency drug and alcohol 
testing regulations and failure to cooperate with DOT oversight and 
enforcement efforts.
    Section 40.365 includes a list illustrating the kinds of misconduct 
that we believe warrant initiating a PIE proceeding. We emphasize that 
this is not an exhaustive or exclusive list. We can and will initiate 
PIEs on the basis of other fact situations, if warranted. However, this 
list should give interested persons a good idea of the Department's 
policy concerning the level of seriousness that we intend to be the 
basis for PIE actions. The items on the list all concern such matters 
as safety, the outcomes of test results, privacy and confidentiality, 
due process and fairness for employees, the honesty and integrity of 
the testing program, and cooperation with or provision of information 
to DOT agency representatives. Many of the items are drawn from 
problems the Department has noted under the existing Part 40.
    We note that the PIE provisions of the rule are not intended to 
have retroactive effect. That is, the Department would not initiate a 
PIE proceeding on the basis of conduct that occurred before the PIE 
provisions took effect.

Section 40.367  Who Initiates a PIE Proceeding?

Section 40.369  What Is the Discretion of an Initiating Official in 
Starting a PIE Proceeding?

Section 40.371  On What Information Does an Initiating Official Rely in 
Deciding Whether To Start a PIE Proceeding?

Section 40.411  What Is the Role of the DOT Inspector General's Office?

    These sections concern the Department's decision about whether to 
begin a PIE proceeding. Only selected DOT officials are authorized to 
begin such a proceeding: DOT agency drug and alcohol program managers, 
an official of ODAPC other than the Director (who, as the 
decisionmaker, is precluded from any role in initiating or prosecuting 
a PIE proceeding), or the designee of these officials. We emphasize 
that individual inspectors and subordinate staff members, while they 
may provide information to initiating officials, are not themselves 
authorized to initiate PIE proceedings.
    Initiating officials have broad discretion in deciding whether to 
start a PIE proceeding, though this discretion must be exercised with 
the policy expressed Sec. 40.365 in mind. DOT is never required to 
start a PIE proceeding. An initiating official can take into account 
such factors as his or her judgment of the seriousness of the matter 
and the availability of resources to investigate and prosecute a matter 
adequately.
    An initiating official can rely on credible information from any 
source in deciding whether to start a proceeding. As many commenters 
requested, the initiating official will make an informal contact with 
the service agent before sending a correction notice, in an attempt to 
determine if the service agent has any information that would help the 
initiating official make his or her decision to initiate a proceeding.
    While the DOT inspector general (IG) is not an initiating official 
in the PIE process, the IG can investigate complaints concerning waste, 
fraud, and abuse in the drug and alcohol testing program. The 
initiating official can use information from IG investigations and 
audits as the basis to begin a PIE proceeding. The IG can also take 
action leading to criminal or civil action against a service agent or 
employer if the facts warrant.

Section 40.373  Before Starting a PIE Proceeding, Does the Initiating 
Official Give the Service Agent an Opportunity To Correct Problems?

Section 40.375  How Does the Initiating Official Start a PIE 
Proceeding?

    These sections describe the first formal steps in any PIE 
proceeding. Before taking other action, the initiating official sends a 
correction notice, outlining the compliance problem and giving the 
service agent 60 days to correct it. If the service agent documents 
correction of the problem in this period, the official does not pursue 
a PIE proceeding. If not, the official sends a notice of proposed 
exclusion (NOPE) to the service agent, detailing the basis for the 
proposed exclusion and informing the service agent of the next 
procedural steps.
    There may be some problems that cannot be corrected, or some 
misconduct so serious that subsequent corrective steps are insufficient 
to make up for the effects of noncompliance. For example, an MRO who 
has counterfeit medical credentials probably cannot correct this 
problem. A laboratory that has demonstrated a significant lack of 
business integrity by falsifying evidence or a pattern or practice of 
careless conduct resulting in the cancellation of numerous tests might 
have great difficulty demonstrating that it has made adequate changes 
to make up for the problems it caused. The Department is not limited, 
in deciding whether to initiate a PIE proceeding, to purely prospective 
considerations (e.g., analogous to the ``imminent [future] harm'' 
standard HHS uses in deciding to take certification action against a 
laboratory). Nor is the Department required to accept, on face value, 
assurances from a service agent that it has learned its lesson and will 
comply in the future. The Department will make judgments of this kind 
on a case-by-case basis.

Section 40.377  Who Decides Whether To Issue a PIE?

    This sections focuses on the role of the ODAPC Director as 
decisionmaker. Section 40.377 articulates the firewall between the 
Director and the initiating official, to ensure impartiality. The 
Director can delegate the decisionmaking role to another official 
(e.g., in a case where the Director would be unavailable to decide the 
case or recused himself or herself because of a potential conflict of 
interest), who would then be subject to the same firewall requirements.

Section 40.379  How Do You Contest the Issuance of a PIE?

Section 40.381  What Information Do You Present to Contest the Proposed 
Issuance of a PIE?

Section 40.383  What Procedures Apply if You Contest the Issuance of a 
PIE?

Section 40.385  Who Bears the Burden of Proof in a PIE Proceeding?

    These sections cover an important part of the administrative due 
process protections built into the PIE provisions of the rule. Within 
30 days of getting a NOPE, a service agent must contact the Director 
and make arrangements to present information and arguments. If the 
service agent asks to meet with the Director, the Director will 
schedule a meeting. At this meeting, or in a written presentation, the 
service agent may provide any arguments or factual information it 
believes relevant to the proposed issuance of a PIE, its scope and 
duration. We emphasize that the opportunity to meet with the Director 
is not a ``hearing'' or ``trial,'' with formal rules of evidence. The 
Director will consider any relevant evidence and listen to any 
witnesses the initiating official or the service agent presents. 
Because the initiating official is the proponent of the PIE action, he 
or she bears the burden of proof (by a preponderance of the evidence) 
on all issues. To justify issuing a PIE, the Director must find that 
the service agent failed or refused to perform drug and/or alcohol 
testing services as required by this part or is in serious 
noncompliance

[[Page 79514]]

with a DOT agency drug and alcohol regulation.

Section 40.387  What Matters Does the Director Decide Concerning a 
Proposed PIE?

Section 40.389  What Factors May the Director Consider?

Section 40.391  What Is the Scope of a PIE?

Section 40.393  How Long Does a PIE Stay in Effect?

Section 40.407  May a Service Agent Ask To Have a PIE Reduced or 
Terminated?

    These sections concern what decisions the Director makes and which 
factors the Director considers in deciding on whether to issue a PIE, 
as well as the scope and duration of a PIE. When the Director receives 
the NOPE and the service agent's response to it, the Director can 
dismiss the proceeding (e.g., for not raising a sufficiently serious 
noncompliance issue to warrant issuing a PIE), remand it to the 
initiating official for more fact finding, or continue with the 
proceeding. Whenever a proceeding does go to decision, the Director 
would make determinations concerning disputed factual issues, whether 
the facts support issuing a PIE, and the scope and duration of a PIE. 
The factors the Director considers in making these decisions include 
the seriousness of the noncompliance, the pervasiveness of the 
noncompliance within the service agent's organization, and the 
compliance disposition of the service agent.
    The scope of a PIE was the subject of many comments. In the final 
rule, the initiating official proposes a scope for the PIE, the service 
agent can contest the proposal, and the Director decides what the scope 
should be. The general rule is that a PIE applies to parts of an 
organization or types of services that are affected by the service 
agent's noncompliance. The more pervasive the misconduct, the broader 
the scope of the PIE. The rule text provides several examples of the 
Department's thinking on how to view the proper scope of a PIE.
    There are also situations in which the PIE can apply to individual 
officers or employees of the service agent, if they are responsible for 
the noncompliance that formed the basis for the PIE. This provision is 
intended to prevent individuals from going into business under a 
different business or corporate name while a PIE remains in effect 
against the service agent they worked for. The same is true of 
businesses affiliated with the service agent concerning which the 
Department issued a PIE.
    A PIE stays in effect from one to five years. Like the scope of a 
PIE, the duration of a PIE is proposed by the initiating official, may 
be contested by the service agent, and is decided upon by the ODAPC 
Director. The Director's decision is based on such factors as the 
seriousness of the noncompliance on which the PIE is based and the 
continued need to protect employers and employees from the service 
agent's noncompliance. The Director considers factors such as those 
listed in Sec. 40.387 in making this decision.
    After a PIE has been in effect for nine months, the service agent 
can apply to have its duration shortened. If the Director verifies that 
the sources of noncompliance have been eliminated and that all drug or 
alcohol testing-related services the service agent would provide to 
DOT-regulated employers will be consistent with the requirements of 
this part, the Director may issue a notice terminating or reducing the 
PIE. We emphasize that this process is limited to the issues of 
duration and scope: it is not an appeal or reconsideration of the 
decision to issue the PIE.

Section 40.395  Can You Settle a PIE Proceeding?

Section 40.397  When Does the Director Make a PIE Decision?

Section 40.399  How Does the Department Notify Service Agents of Its 
Decision?

Section 40.401  How Does the Department Notify Employers and the Public 
About a PIE?

Section 40.403  Must a Service Agent Notify Its Clients When the 
Department Issues a PIE?

Section 40.405  May the Federal Courts Review PIE Decisions?

Section 40.413  How Are Notices Sent to Service Agents?

    The next group of provisions concern the mechanics of making PIE 
decisions and informing people about them. The initiating official and 
the service agent can settle a PIE proceeding at any time before the 
Director issues a decision. The Director must concur in the settlement, 
which could include, for example, provisions to ensure compliance or a 
period of voluntary exclusion during which the service agent agrees not 
to provide certain services to DOT-regulated employers while it fixes 
noncompliance problems.
    The Director is normally responsible for making a decision within 
60 days of the record of the proceeding being completed. The Director 
can extend this normal decision period for 30 days at a time for good 
cause. It is the Department's policy to expedite these important 
decisions, however. Once the Director issues a decision, it is a final 
administrative action of the Department, subject, like all such 
actions, to judicial review under the Administrative Procedure Act.
    The Director must provide written notice of a PIE to the service 
agent, including a statement of the basis for his or her decision and 
the scope and duration of the PIE. The Department also informs the 
public about the PIE though a web site posting and a Federal Register 
notice. We also anticipate informing employer and testing industry 
groups about the action, so that they can inform their members. The 
service agent also has an affirmative responsibility to inform 
customers about the PIE, so that they can obtain services from and 
transfer records to other service agents. Finally, Sec. 40.113 concerns 
the mechanics of how notices are sent to service agents and when they 
are deemed to have been received. As a policy matter, the initiating 
official will make reasonable efforts to follow up with the service 
agent to ensure that the service agent has received and understood the 
notice.

Section 40.409  What Does the Issuance of a PIE Mean to Transportation 
Employers?

    Employers have an affirmative responsibility to stop using the 
services of a service agent that is subject to a PIE. This obligation 
begins 90 days after the Director issues the PIE, to give the employer 
time to find another service provider. The obligation applies to 
services provided through an affiliate of the service agent subject to 
the PIE as well as the service agent itself, and it applies to 
employers in all DOT-regulated industries. It is important to note that 
a PIE does not invalidate otherwise proper drug and alcohol tests in 
which the service agent was involved before, and for 90 days after, the 
issuance of the PIE. The rule text spells out the operation of this 
provision in more detail.

Appendices

Appendix A

    During the last decade of drug testing, the Department has not 
regulated nor standardized the materials (i.e., collection containers, 
specimen bottles, etc.) used in DOT-mandated drug

[[Page 79515]]

testing. During the first few years of drug testing, only one specimen 
bottle was required. Subsequent to the Omnibus Act, split specimen 
collections became a requirement for four of the six DOT agencies. In 
general, each laboratory provided to the collection site or the 
employer laboratory specific collection kits, many of which differed in 
composition.
    The introduction of the split, the fact that in the pipeline and 
maritime industry split collection was an employer option, and the wide 
variance among the laboratories' kits, resulted in significant problems 
and numerous tests had to be cancelled based on collector error that, 
at times, was due to the differences in the makeup of the kits.
    Several years ago, the Department requested all laboratories to 
provide samples of their urine collection kits. These were reviewed 
against the then current regulatory requirements (e.g., tamper-evident 
seals on the bottles, availability and use of shipping container seals, 
collection instructions), and a majority of kits did not meet the 
regulatory requirements. Laboratories were notified and corrective 
action was recommended, but the Department did not take any specific 
action to standardize these kits at that time.
    The Department is convinced that the new requirement for all DOT 
agencies to use splits, and the development of a standard kit, will 
result in fewer mistakes and cancellations of drug tests. In that 
light, Appendix A spells out broad criteria for the composition of 
urine collection kits.
    The requirement for a collection container should minimize the need 
to give the employee both bottles, when there is no collection 
container in the kit, and request the employee to urinate into only one 
bottle. In some cases, employees fill both bottles and collectors 
submit these, resulting in splits that do not reconfirm. In some cases, 
the two bottles contained urine of different colors, but collectors 
submitted them anyway.
    The requirement that the collection container and the bottles be 
wrapped or sealed in a plastic bag was established earlier to prevent 
accusations by the employee that either the collector or someone at the 
collection site introduced some foreign substance into the containers, 
causing a positive result. The standards specifically spell out that 
the collection container needs to be securely wrapped separately from 
the specimen bottles and that the bottles must be either shrink wrapped 
or sealed in plastic bags or may be secured with other methodology 
provided that the tamper-evident mechanism is effective and easily 
discernable to the employee.
    For example, the use of a tiny filament between the bottle and the 
cap which breaks when the bottle is first opened may be effective in 
determining if the bottle was opened, but only if the employee has this 
pointed out to him or her. Even at that, the employee would have to 
look very closely to see if the filament is or is not attached. Most 
collectors will not spend the time to go through this process and 
employees can say they were not really able to tell if the filament was 
in place. It is much easier to defend and remember that a bottle was 
wrapped in a plastic bag, rather than argue that the employee was or 
was not specifically shown the filament or that he or she actually did 
or did not see the filament. Conversely, a bottle that has a paper 
label.
    The use of a leak-resistant plastic bag has been in place for a 
number of years, driven primarily by U.S. Postal Service and courier 
and shipping services requirements as a safety issue related to 
transportation of biological specimens. Under the new standards, the 
plastic bags must not only be leak-resistant (no zip locked bags), but 
must also be tamper-evident. In other words, once the bag is sealed it 
cannot be opened without the opening becoming obvious.
    Under current rules, there is a requirement that the shipping 
container be sealed with a shipping container seal that is initialed or 
signed and dated by the collector. In the NPRM, we proposed to use a 
tamper-evident seal on the plastic bag instead of the shipping 
container, since in many cases, collectors may collect several 
specimens in plastic bags and hold or store them until they have 
several which can then be placed into a shipping contained which is 
subsequently sealed. There were few comments related to the kit, but 
laboratories did indicate that when a shipping container, usually a 
box, arrives at the laboratory with a broken seal, the specimens are 
tested provided the specimen bottle seals are intact. To date, the 
Department is not aware of any problems related to this practice. 
However, it does call into question the purpose of the second (shipping 
container) seal. The Department's position is that if the leak-
resistant plastic bag is tamper-evident, that serves as the secondary 
protection, which is currently ensured by the shipping seal.
    The primary concern is, and always has been, the integrity of the 
specimen bottle seals. As long as the integrity of the specimen bottle 
seals is intact, the condition of the shipping container seal is not 
relevant. The standards listed in Appendix A, therefore, do not include 
a requirement for a shipping container or plastic bag seal.
    The current regulatory requirement is that the ``specimens shall be 
placed in shipping containers designed to minimize the possibility of 
damage during shipment (e.g., specimen boxes and/or padded mailers)''. 
In many cases, kits contain cardboard boxes designed to hold only two 
bottles for shipment. In some cases, collection sites may, and do, 
place a number of specimens in plastic bags and then into one large 
shipping container or box, and transport the specimens in that manner. 
With the advent of stronger plastics, some laboratories are requesting 
collection sites to transport bottles wrapped in leak-resistant plastic 
bags which are placed into larger plastic envelopes, contending that 
because the specimen bottles are constructed of stronger plastic, this 
is an acceptable practice.
    The Department has discussed this issue of transporting specimens 
with two of the largest courier services and both have expressed their 
concerns about leakage of urine specimens in transit and concern for 
the safety of their employees. Both courier services require a 
watertight primary receptacle (bottle) and a secondary watertight 
container, which in this case would be the leak-resistant plastic bag. 
One courier requires a sturdy outer package consisting of corrugated 
fiberboard, wood, metal, or rigid plastic; Styrofoam boxes, plastic 
bags, and paper envelopes are not acceptable as outer packaging. The 
second major courier requires that the primary container (bottle) meet 
a 150-pound crush test. If it meets that test, it may be placed in a 
leak-resistant plastic bag or container and then may be placed in a 
secondary leak-resistant plastic envelope without further packaging. 
Conversely, if the bottle(s) does not meet the crush test, it must be 
placed into a secondary package, which meets the 150-pound crush test. 
The secondary package may then be placed into a plastic shipping 
envelope.
    The Department has determined that current shipping regulations and 
requirements are sufficient to ensure that specimens are shipped in a 
manner that will protect them from damage. Therefore, the standards 
direct that the specimen bottles be shipped in containers that can 
sufficiently protect them from damage; the standards do not specify the 
type of material or the extent of weight (crush test) that the shipping 
containers should meet. The standards also permit the specimens to be 
transported to a laboratory in the leak-resistant plastic bag provided 
they are hand-carried by a laboratory courier. In other words, the 
courier picks the

[[Page 79516]]

specimens up in whatever is a convenient shipping or carrying container 
and does not subsequently place them into a system (automated 
transportation, another delivery courier, or on a plane, railroad, or 
truck), but personally delivers them to the laboratory.

Appendix B

    Appendix B is simply a list of the data elements and format for the 
semi-annual laboratory report provided to employers. Laboratories 
should follow this format when they compose these reports.

Appendix D

    This appendix identifies the format and type of information that 
the MRO needs to submit to DOT when a split specimen test fails to 
reconfirm the presence of the drug/drug metabolite, adulterant, or the 
substitution finding found in the primary specimen.
    There has been a long-standing practice under the current rule that 
when the employee requests a test of the split specimen and the test of 
the split fails to reconfirm the presence of the drug/drug metabolite 
that was found in the primary specimen, or if the split was not 
available (i.e., not collected or leaked in transit), the MRO was 
required to report this result to the Department. The purpose of this 
report was to determine if this was an administrative or collection 
error (e.g., the primary bottle and the split bottle were not the same 
urine) or if the failure to reconfirm was one of a technical nature, 
requiring review by HHS. Although the majority of ``failures to 
reconfirm'' have been due to the unavailability of the split specimen, 
some of the technical problems led to the discovery of the various 
adulterants that are currently used to circumvent the testing process. 
Based on this, the Department will continue to require this reporting 
by the MRO.
    The Department has also decided to permit an employee to request 
the test of the split specimen when the primary specimen is reported as 
adulterated or substituted. Based on that decision, we have determined 
that should the split fail to indicate the adulterant or the 
substitution is not supported by the test of the split or the MRO 
cancels the test based on medical evidence, the MRO needs to report 
this cancellation to the Department in the same manner as if it was a 
positive result which failed to reconfirm.
    There is not a standard ``report'' that the MRO needs to fill out. 
However, for consistency of information, Appendix D provides the format 
for the information that the Department needs to fully assess if there 
are any technical problems in the testing process. For ease of use, the 
same format can be used for reporting cancellation of a positive as 
well as for adulteration and substitution.

Appendix E

    This Appendix lists the 12 criteria the Department examines in 
determining whether certification organizations should be accepted 
under Secs. 40.281-40.283 for participation in the SAP program. The 
first eleven items are the same criteria the Department has used in 
evaluating other certification organizations that are already part of 
the program (e.g., ICRC). The twelfth item is NCCA accreditation, 
discussed in the preamble to Sec. 40.281.

Appendix F

    This Appendix is a list of the drug and alcohol testing information 
transmission functions that C/TPAs are authorized to perform (see 
Sec. 40.345) C/TPAs may, acting as an intermediary, transmit the 
information in the listed regulatory sections to the DER for an 
employer, if the employer chooses to have the C/TPA do so. These are 
the only items that C/TPAs are permitted to transmit to the employer as 
an intermediary. The use of service agent intermediaries is prohibited 
in all other cases, such as transmission of laboratory drug test 
results to MROs, the transmission of SAP reports to employers, and the 
transmission of positive alcohol test results.
    In every case, the C/TPA must ensure that, in transmitting the 
information, it meets all requirements (e.g., concerning 
confidentiality and timing) that would apply if the party originating 
the information (e.g., an MRO or collector) sent the information 
directly to the employer. For example, if a C/TPA transmits MROs' drug 
testing results to DERs, you must transmit each drug test result to the 
DER in compliance with the requirements for MROs set forth in 
Sec. 40.157.

Appendix G

    The ATF included in Appendix G is a slight modification of the 
existing alcohol testing form. One commenter suggested that a new 
alcohol testing form be developed that incorporated requirements 
proposed by the NPRM (e.g., the name of the DER, whether an STT used a 
saliva device). We believe that a revised form will serve the program 
better by allowing us to capture the necessary information. At the same 
time, it will no longer require the employee to sign in Step 4 if the 
alcohol concentration is less than 0.02. This signature will only be 
necessary if the alcohol concentration is 0.02 or higher on the 
confirmation test. Consistent with the CCF, all pages of the form may 
be white, with the distribution legend at the bottom of pages 2 and 3 
following the colors of the current form. The OMB control number of the 
new form will be OMB 2105-0529, the same as for the current form. 
Program participants may start using the form January 18, 2001. Use of 
the form will become mandatory on August 1, 2001.

Regulatory Analyses and Notices

Executive Order 12866 and DOT Regulatory Policies and Procedures

    This rule is a significant rule for purposes of Executive Order 
12866. It is significant because of its policy importance and its 
impact upon sizeable industries. It is not, however, an economically 
significant regulation. It is a reworking of existing requirements, 
imposing few new mandates, and should not have significant incremental 
costs. Because of its multimodal impact and policy interest to 
regulated parties and service agents, it is a significant rule for 
purposes of the DOT Regulatory Policies and Procedures. Throughout this 
regulation, we have attempted to balance the costs of new requirements 
with the cost savings accrued through the elimination of some current 
requirements.

Economic Impacts

    There are two features of the regulation that would add new 
requirements having economic impacts. The first is the requirement for 
validity testing. As the result of work by HHS and the laboratories, 
these protocols are already in place and are being used by most 
laboratories, so we expect the incremental costs of this requirement to 
be modest. The Department believes that public safety is well-served by 
these steps to identify and hold accountable employees in safety-
sensitive positions who attempt to tamper with the testing process.
    Second, the rule includes additional training requirements for some 
service agents. Errors in the testing process resulting from lack of 
training can lead to increased employer program costs and increased 
paperwork required to document the errors and repeat the testing 
process. The rule upgrades requirements for collectors, MROs, and SAPs. 
Well-attended training courses for MROs already exist, as do some 
collector and SAP courses.
    At the same time, the Department anticipates cost savings from some 
provisions of the regulation, such as the

[[Page 79517]]

reductions in blind specimen requirements and mitigation of some 
reporting requirements. The additional training requirements discussed 
in the previous paragraphs will help to reduce costs from errors in the 
system. For example, every time a better-trained collector conducts a 
collection properly instead of making a mistake, the costs of 
developing memorandums for correction, preparing laboratory litigation 
packages, arbitration or court proceedings, and reversing personnel 
actions are avoided.
    The Department has estimated cost increases and decreases that 
could be expected if the proposed rule's provisions are made final. It 
is important to understand that this is a big program, touching some 
8.34 million employees working for about 673,413 employers. Around 
30,000 individuals and organizations work as service agents.
    In terms of new costs, the Department estimates an annual cost of 
about $1.4 million for validity testing. With respect to training for 
SAPs. MROs, BATs, STTs, and collectors, we anticipate that annual costs 
will run about $4 million. In addition, we estimate that there will be 
one-time costs for a variety of administrative requirements in the 
first year of implementation of approximately $1.93 million.
    On the other hand, we anticipate saving at least $4.3 million per 
year from the reduction in blind specimen testing (the savings will 
probably be somewhat greater, because fewer organizations will be 
required to submit blind specimens). By changing the current quarterly 
laboratory report requirement to require a semiannual report, we 
anticipate saving another $2.5 million annually. By permitting 
positive, adulterated, and substituted test results to be faxed rather 
than sent by overnight express, we project an annual $3.3 million 
saving. These annual savings are greater than the additional annual 
costs we anticipate for the proposed rule. In total, then, we estimate 
that the new rule will result in about $7.4 million in incremental 
costs versus $10.1 million in incremental savings, compared to the 
existing rule.
    The Department has placed in the docket for this rulemaking a 
document describing the basis for these estimates in greater detail.

Executive Order 13132 and Federalism

    This final rule does not have sufficient Federalism impacts to 
warrant further action under Executive Order 13132. The Department 
notes that the provisions of Part 40 are incorporated by reference in 
the other DOT agency drug and alcohol testing regulations, which have 
existing pre-emption provisions in them. Consequently, for example, a 
provision of a state or local law or regulation that conflicted with a 
provision of Part 40 could be subject to pre-emption on the basis of 
this existing operating administration authority.

Regulatory Flexibility Act

    With respect to the Regulatory Flexibility Act, the Department 
certifies that this rule does not have a significant economic impact on 
a substantial number of small entities, so a Regulatory Flexibility 
analysis has not been prepared. It is clear that the rule affects large 
numbers of small entities. Many thousands of covered employers are 
small businesses (e.g., small trucking companies, small transit 
authorities), as are many service agents (e.g., occupational health 
clinics). Given the small, and overall favorable, net change in 
regulatory costs compared to the present rule, spread over these 
thousands of small entitites, the cost impact per entity is expected to 
be negligible.
    We have also taken some steps, such as the reduction in blind 
specimens, the reduced frequency of some reports, and the discretion we 
have given C/TPAs to act as intermediaries in some situations, that 
should assist small entities in complying and reduce their burdens. For 
the smallest entities (e.g., owner-operators), we have also permitted 
C/TPAs to perform some additional functions. The PIE provision should 
reduce costs to small employers as the result of noncompliance by 
service agents. Our ability to create special provisions for small 
entities is limited by the need to have uniform requirements to ensure 
safety and fairness to employees. There must be a single standard for 
the accuracy and integrity of the program and the protection of 
legitimate employee interests that cannot vary with the size of the 
employer or service agent.
    This rulemaking resulted from a ``610 Review'' under the Regulatory 
Flexibility Act. We have reviewed the existing program to identify 
areas in which the rule can be improved with the effect of assisting 
small businesses to comply in a rational and cost-effective manner. In 
addition to the general clarification of the program this rule 
provides, we have identified some specific areas (e.g., blind specimen 
requirements, the addition of the public interest exclusion provision, 
the reduction in reporting frequencies, the discretionary use of C/TPAs 
to transmit information) that should be particularly helpful to small 
regulated employers.

Paperwork Reduction Act

    Since the inception of the Department's drug and alcohol testing 
program, each individual DOT agency has complied with the requirements 
of the Paperwork Reduction Act (PRA) by submitting a justification to 
the Office of Management and Budget (OMB). These PRA submissions 
reflected requirements derived from the respective DOT agency drug and 
alcohol regulations as well as from Part 40. The submissions were never 
presented to OMB in a coordinated fashion, nor were they reviewed 
together to ensure that all drug and alcohol program requirements were 
reflected in a manner that was consistent, accurate, and non-
duplicative.
    In January 2000, the Department began an effort to evaluate prior 
PRA submissions in an attempt to address disparities between DOT agency 
estimates as well as the aggregate burden and cost estimates. A One-DOT 
group was formed. Its goals were to bring consistency and simplicity to 
DOT's PRA submissions; eliminate PRA submission duplication between and 
among DOT agencies, OST, and other Federal agencies; eliminate PRA 
submission discrepancies; and, more importantly perhaps, ensure 
accuracy of submissions. In addition, the group decided to standardize 
cost, hour, and wage indicators, where possible, and to identify task 
commonalities in DOT agency regulations and standardize how they are 
reported to OMB. The group sought to determine where program PRA 
responsibilities for specific drug and alcohol program elements lie--
with the DOT agencies, OST, or other Federal agencies.
    The group identified a total of 37 PRA tasks contained in one or 
more of the regulations of six DOT agencies (i.e., that properly reside 
in the operating administration rules rather than in Part 40). Some 
tasks were shared by all or some DOT agencies, while other tasks were 
peculiar to only one DOT agency. The operating administrations 
subsequently made PRA submissions to OMB for these items, which OMB 
approved. These submissions resulted in a reduction in the paperwork 
burden attributable to operating administration rules, both because 
Part 40-related burdens were kept separate and because a significant 
overestimate of the burden connected with one of the operating 
administration programs was corrected. The total reduction was over 50 
million hours.
    Next, the Department constructed a baseline for the information 
collection burden attributable to the existing Part

[[Page 79518]]

40 (most of which had not previously been accounted for in PRA 
submissions or had been subsumed under operating administration 
submissions). This baseline is approximately 2.23 million hours. The 
Department submitted a PRA request to OMB concerning this material, 
which OMB has approved.
    Third, the Department compared the information collection burden of 
the existing Part 40 baseline to the estimated burden for the new Part 
40. Comparing the existing rule to the new rule, there are some items 
that increase (e.g., obtaining test results from previous employers, 
MRO review of negative test documentation, employer SAP lists being 
provided to employees), in part because they previously were accounted 
for under operating administration rules. Other items decreased (e.g., 
changing from quarterly to semi-annual laboratory reports). The largest 
decrease resulted from the drug testing form's burden hours being 
accounted for under the PRA responsibility of HHS. Cumulatively, the 
new Part 40's information collection burden is approximately about 842 
thousand hours, or about 1.39 million hours less than that of the 
existing Part 40.
    For informational purposes, the Department has placed its entire 
Paperwork Reduction Act package on the internet, on the same Docket 
Management System web site on which comments on this rulemaking are 
posted. Interested persons may review this material electronically. The 
following web address provides instructions and access to the DOT 
electronic docket: http://frwebgate.access.gpo.gov/cgi-bin/leaving.cgi?from=leavingFR.html&log=linklog&to=http://dms.dot.gov/search/. To find the material on 
the Part 40 rulemaking, just enter the number 6578 in the ``docket 
number'' search dialog box.
    In addition, we note that Sec. 40.25, which requires employers to 
obtain information from applicants about previous drug and alcohol test 
results, was not previously the subject of PRA-related comment. While 
this section is part of the PRA package OMB has approved in connection 
with Part 40, you may comment about the information collection aspects 
of the section. Please send any comments to Jim L. Swart, Drug and 
Alcohol Policy Advisor, Office of Drug and Alcohol Policy and 
Compliance (ODAPC), 400 7th Street, SW., Room 10403, Washington, DC 
20590, 202-366-3784 (voice), 202-366-3897 (fax), or 
jim.swart@ost.dot.gov (e-mail).

Other Executive Orders

    There are a number of other Executive Orders that can affect 
rulemakings. These include Executive Orders 13084 (Consultation and 
Coordination with Indian Tribal Governments), 12988 (Civil Justice 
Reform), 12875 (Enhancing the Intergovernmental Partnership), 12630 
(Governmental Actions and Interference with Constitutionally Protected 
Property Rights), 12898 (Federal Actions to Address Environmental 
Justice in Minority Populations and Low-Income Populations), 13045 
(Protection of Children from Environmental Health Risks and Safety 
Risks), and 12889 (Implementation of North American Free Trade 
Agreement). We have considered these Executive Orders in the context of 
this rule, and we believe that the rule does not directly affect the 
matters that the Executive Orders cover. We have prepared this 
rulemaking in accordance with the Presidential Directive on Plain 
Language.

List of Subjects in 49 CFR Part 40

    Administrative practice and procedures, Alcohol abuse, Alcohol 
testing, Drug abuse, Drug testing, Laboratories, Reporting and 
recordkeeping requirements, Safety, Transportation.

    Issued this 1st day of December 2000, at Washington, DC.
Rodney E. Slater,
Secretary of Transportation.

    For the reasons set forth in the preamble, the Department of 
Transportation amends 49 CFR subtitle A as follows:
    1. Effective January 18, 2001, amend the current 49 CFR part 40 as 
follows:

PART 40--[AMENDED]

    a. The authority citation for Part 40 is revised to read as 
follows:

    Authority: 49 U.S.C. 102, 301, 322, 5331, 20140, 31306, and 
45101 et seq.

    b. Add Subparts E and F to read as follows:
Subpart E--Additional Administrative Provisions and Validity Testing
Sec.
40.201   Additional definitions.
40.203   Who issues authoritative interpretations of this 
regulation?
40.205   What is validity testing, and are laboratories authorized 
to conduct it?
40.207   What validity tests must laboratories conduct on primary 
specimens?
40.209   What criteria do laboratories use to establish that a 
specimen is dilute or substituted?
40.211   What criteria do laboratories use to establish that a 
specimen is adulterated?
40.213   How long does the laboratory retain specimens after 
testing?
40.215   On what basis does the MRO verify test results involving 
adulteration or substitution?
40.217   What does the second laboratory do with the split specimen 
when it is tested to reconfirm an adulterated test result?
40.219   What does the second laboratory do with the split specimen 
when it is tested to reconfirm a substituted test result?
40.221   What information do laboratories report to MROs regarding 
split specimen results?
40.223   What does the MRO do with split specimen laboratory 
results?
40.225   What is a refusal to take a DOT drug test, and what are the 
consequences?
Subpart F--Public Interest Exclusions
40.301-40.359  [Reserved]
40.361   What is the purpose of a public interest exclusion (PIE)?
40.363   On what basis may the Department issue a PIE?
40.365   What is the Department's policy concerning starting a PIE 
proceeding?
40.367   Who initiates a PIE proceeding?
40.369   What is the discretion of an initiating official in 
starting a PIE proceeding?
40.371   On what information does an initiating official rely in 
deciding whether to start a PIE proceeding?
40.373   Before starting a PIE proceeding, does the initiating 
official give the service agent an opportunity to correct problems?
40.375   How does the initiating official start a PIE proceeding?
40.377   Who decides whether to issue a PIE?
40.379   How do you contest the issuance of a PIE?
40.381   What information do you present to contest the proposed 
issuance of a PIE?
40.383   What procedures apply if you contest the issuance of a PIE?
40.385   Who bears the burden of proof in a PIE proceeding?
40.387   What matters does the Director decide concerning a proposed 
PIE?
40.389   What factors may the Director consider?
40.391   What is the scope of a PIE?
40.393   How long does a PIE stay in effect?
40.395   Can you settle a PIE proceeding?
40.397   When does the Director make a PIE decision?
40.399   How does the Department notify service agents of its 
decision?
40.401   How does the Department notify employers and the public 
about a PIE?
40.403   Must a service agent notify its clients when the Department 
issues a PIE?
40.405   May the Federal courts review PIE decisions?
40.407   May a service agent ask to have a PIE reduced or 
terminated?
40.409   What does the issuance of a PIE mean to transportation 
employers?
40.411   What is the role of the DOT Inspector General's office?
40.413   How are notices sent to service agents?

[[Page 79519]]

Subpart E--Additional Administrative Provisions and Validity 
Testing


Sec. 40.201  Additional definitions.

    The following definitions apply to the provisions of this subpart E 
and subpart F of this part:
    Adulterated specimen. A specimen that contains a substance that is 
not expected to be present in human urine, or contains a substance 
expected to be present but is at a concentration so high that it is not 
consistent with human urine.
    Affiliate. Persons are affiliates of one another if, directly or 
indirectly, one controls or has the power to control the other, or a 
third party controls or has the power to control both. Indicators of 
control include, but are not limited to: interlocking management or 
ownership; shared interest among family members; shared facilities or 
equipment; or common use of employees. Following the issuance of a 
public interest exclusion, an organization having the same or similar 
management, ownership, or principal employees as the service agent 
concerning whom a public interest exclusion is in effect is regarded as 
an affiliate. This definition is used in connection with the public 
interest exclusion procedures of Subpart F of this part.
    Confirmation (or confirmatory) validity test. A second test 
performed on a urine specimen to further support a validity test 
result.
    Dilute specimen. A specimen with creatinine and specific gravity 
values that are lower than expected for human urine.
    Initial validity test. The first test used to determine if a 
specimen is adulterated, diluted, or substituted.
    Office of Drug and Alcohol Policy and Compliance (ODAPC). The 
office in the Office of the Secretary, DOT, that is responsible for 
coordinating drug and alcohol testing program matters within the 
Department and providing information concerning the implementation of 
this part.
    Split specimen. In drug testing, a part of the urine specimen that 
is sent to a first laboratory and retained unopened, and which is 
transported to a second laboratory in the event that the employee 
requests that it be tested following a verified positive test of the 
primary specimen or a verified adulterated or substituted test result.
    Substituted specimen. A specimen with creatinine and specific 
gravity values that are so diminished that they are not consistent with 
human urine.


Sec. 40.203  Who issues authoritative interpretations of this 
regulation?

    ODAPC and the DOT Office of General Counsel (OGC) provide written 
interpretations of the provisions of this part. These written DOT 
interpretations are the only official and authoritative interpretations 
concerning the provisions of this part. DOT agencies may incorporate 
ODAPC/OGC interpretations in written guidance they issue concerning 
drug and alcohol testing matters.


Sec. 40.205  What is validity testing, and are laboratories authorized 
to conduct it?

    (a) Specimen validity testing is the evaluation of the specimen to 
determine if it is consistent with normal human urine. The purpose of 
validity testing is to determine whether certain adulterants or foreign 
substances were added to the urine, if the urine was diluted, or if the 
specimen was substituted.
    (b) As a laboratory, you are authorized to conduct validity 
testing.


Sec. 40.207  What validity tests must laboratories conduct on primary 
specimens?

    As a laboratory, if you conduct validity testing under the 
authorization of Sec. 40.205(b), you must conduct it in accordance with 
the requirements of this section.
    (a) You must test each primary specimen for creatinine. You must 
also determine its specific gravity if you find that the creatinine 
concentration is less than 20 mg/dL.
    (b) You must measure the pH of each primary specimen.
    (c) You must test each primary specimen to determine if it contains 
substances that may be used to adulterate the specimen. Your tests must 
have the capability of determining whether any substance identified in 
current HHS requirements or specimen validity guidance is present in 
the specimen.
    (d) If you suspect the presence of an interfering substance/
adulterant that could make a test result invalid, but you are unable to 
identify it (e.g., a new adulterant), you may, as the first laboratory, 
send the specimen to another HHS certified laboratory that has the 
capability of doing so.
    (e) If you identify a substance in a specimen that appears to be an 
adulterant, but which is not listed in current HHS requirements or 
guidance, you must report the finding in writing to ODAPC and the 
Division of Workplace Programs, HHS, within three business days. You 
must also complete testing of the specimen for drugs, to the extent 
technically feasible.
    (f) You must conserve as much as possible of the specimen for 
possible future testing.


Sec. 40.209  What criteria do laboratories use to establish that a 
specimen is dilute or substituted?

    (a) As a laboratory you must consider the primary specimen to be 
dilute if the creatinine concentration is less than 20 mg/dL and the 
specific gravity is less than 1.003, unless the criteria for a 
substituted specimen are met.
    (b) As a laboratory you must consider the primary specimen to be 
substituted if the creatinine concentration is less than or equal to 5 
mg/dL and the specific gravity is less than or equal to 1.001 or 
greater than or equal to 1.020.


Sec. 40.211  What criteria do laboratories use to establish that a 
specimen is adulterated?

    (a) As a laboratory, you must consider the primary specimen to be 
adulterated if you determine that--
    (1) A substance that is not expected to be present in human urine 
is identified in the specimen;
    (2) A substance that is expected to be present in human urine is 
identified at a concentration so high that it is not consistent with 
human urine; or
    (3) The physical characteristics of the specimen are outside the 
normal expected range for human urine.
    (b) In making your determination under paragraph (a) of this 
section, you must apply the criteria in current HHS requirements or 
specimen validity guidance.


Sec. 40.213  How long does the laboratory retain specimens after 
testing?

    (a) As a laboratory testing the primary specimen, you must retain a 
specimen that was reported with positive, adulterated, substituted, or 
invalid results for a minimum of one year.
    (b) You must keep such a specimen in secure, long-term, frozen 
storage in accordance with HHS requirements.
    (c) Within the one-year period, the MRO, the employee, the 
employer, or a DOT agency may request in writing that you retain a 
specimen for an additional period of time (e.g., for the purpose of 
preserving evidence for litigation or a safety investigation). If you 
receive such a request, you must comply with it. If you do not receive 
such a request, you may discard the specimen at the end of the year.
    (d) If you have not sent the split specimen to another laboratory 
for testing, you must retain the split specimen for an employee's test 
for the same period of time that you retain the primary specimen and 
under the same storage conditions.

[[Page 79520]]

    (e) As the laboratory testing the split specimen, you must meet the 
requirements of paragraphs (a) through (c) of this section with respect 
to the split specimen.


Sec. 40.215  On what basis does the MRO verify test results involving 
adulteration or substitution?

    (a) As an MRO, when you receive a laboratory report that a specimen 
is adulterated or substituted, you must treat that report in the same 
way you treat the laboratory's report of a confirmed positive test for 
a drug or drug metabolite.
    (b) You must follow the same procedures used for verification of a 
confirmed positive test for a drug or drug except as otherwise provided 
in this section.
    (c) In the verification interview, you must explain the laboratory 
findings to the employee and address technical questions or issues the 
employee may raise.
    (d) You must offer the employee the opportunity to present a 
legitimate medical explanation for the laboratory findings with respect 
to presence of the adulterant in, or the creatinine and specific 
gravity findings for, the specimen.
    (e) The employee has the burden of proof that there is a legitimate 
medical explanation.
    (1) To meet this burden in the case of an adulterated specimen, the 
employee must demonstrate that the adulterant found by the laboratory 
entered the specimen through physiological means.
    (2) To meet this burden in the case of a substituted specimen, the 
employee must demonstrate that he or she did produce or could have 
produced urine, through physiological means, meeting the creatinine and 
specific gravity criteria of Sec. 40.209(b).
    (3) The employee must present information meeting this burden at 
the time of the verification interview. As the MRO, you have discretion 
to extend the time available to the employee for this purpose for up to 
five days before verifying the specimen, if you determine that there is 
a reasonable basis to believe that the employee will be able to produce 
relevant evidence supporting a legitimate medical explanation within 
that time.
    (f) As the MRO or the employer, you are not responsible for 
arranging, conducting, or paying for any studies, examinations or 
analyses to determine whether a legitimate medical explanation exists.
    (g) As the MRO, you must exercise your best professional judgment 
in deciding whether the employee has established a legitimate medical 
explanation.
    (1) If you determine that the employee's explanation does not 
present a reasonable basis for concluding that there may be a 
legitimate medical explanation, you must report the test to the DER as 
a verified refusal to test because of adulteration or substitution, as 
applicable.
    (2) If you believe that the employee's explanation may present a 
reasonable basis for concluding that there is a legitimate medical 
explanation, you must direct the employee to obtain, within the five-
day period set forth in paragraph (e)(3) of this section, a further 
medical evaluation. This evaluation must be performed by a licensed 
physician (the ``referral physician''), acceptable to you, with 
expertise in the medical issues raised by the employee's explanation. 
(The MRO may perform this evaluation if the MRO has appropriate 
expertise.)
    (i) As the MRO or employer, you are not responsible for finding or 
paying a referral physician. However, on request of the employee, you 
must provide reasonable assistance to the employee's efforts to find 
such a physician. The final choice of the referral physician is the 
employee's, as long as the physician is acceptable to you.
    (ii) As the MRO, you must consult with the referral physician, 
providing guidance to him or her concerning his or her responsibilities 
under this section. As part of this consultation, you must provide the 
following information to the referral physician:
    (A) That the employee was required to take a DOT drug test, but the 
laboratory reported that the specimen was adulterated or substituted, 
which is treated as a refusal to test;
    (B) The consequences of the appropriate DOT agency regulation for 
refusing to take the required drug test;
    (C) That the referral physician must agree to follow the 
requirements of paragraphs (g)(3) through (g)(4) of this section; and
    (D) That the referral physician must provide you with a signed 
statement of his or her recommendations.
    (3) As the referral physician, you must evaluate the employee and 
consider any evidence the employee presents concerning the employee's 
medical explanation. You may conduct additional tests to determine 
whether there is a legitimate medical explanation. Any additional urine 
tests must be performed in an HHS-certified laboratory.
    (4) As the referral physician, you must then make a written 
recommendation to the MRO about whether the MRO should determine that 
there is a legitimate medical explanation. As the MRO, you must 
seriously consider and assess the referral physician's recommendation 
in deciding whether there is a legitimate medical explanation.
    (5) As the MRO, if you determine that there is a legitimate medical 
explanation, you must cancel the test and inform ODAPC in writing of 
the determination and the basis for it (e.g., referral physician's 
findings, evidence produced by the employee).
    (6) As the MRO, if you determine that there is not a legitimate 
medical explanation, you must report the test to the DER as a verified 
refusal to test because of adulteration or substitution.
    (h) The following are examples of types of evidence an employee 
could present to support an assertion of a legitimate medical 
explanation for a substituted result:
    (1) Medically valid evidence demonstrating that the employee is 
capable of physiologically producing urine meeting the creatinine and 
specific gravity criteria of Sec. 40.209(b).
    (i) To be regarded as medically valid, the evidence must have been 
gathered using appropriate methodology and controls to ensure its 
accuracy and reliability.
    (ii) Assertion by the employee that his or her personal 
characteristics (e.g., with respect to race, gender, weight, diet, 
working conditions) are responsible for the substituted result does 
not, in itself, constitute a legitimate medical explanation. To make a 
case that there is a legitimate medical explanation, the employee must 
present evidence showing that the cited personal characteristics 
actually result in the physiological production of urine meeting the 
creatinine and specific gravity criteria of Sec. 40.209 (b).
    (2) Information from a medical evaluation under paragraph (g) of 
this section that the individual has a medical condition that has been 
demonstrated to cause the employee to physiologically produce urine 
meeting the creatinine and specific gravity criteria of Sec. 40.209(b).
    (i) A finding or diagnosis by the physician that an employee has a 
medical condition, in itself, does not constitute a legitimate medical 
explanation.
    (ii) To establish there is a legitimate medical explanation, the 
employee must demonstrate that the cited medical condition actually 
results in the physiological production of urine meeting the creatinine 
and specific gravity criteria of Sec. 40.209(b).

[[Page 79521]]

Sec. 40.217  What does the second laboratory do with the split specimen 
when it is tested to reconfirm an adulterated test result?

    As the laboratory testing the split specimen, you must test the 
split specimen for the adulterant detected in the primary specimen 
using the same criteria that were used for the primary specimen or HHS 
guidance, as applicable. The result of the primary specimen is 
reconfirmed if the split specimen meets these criteria.


Sec. 40.219  What does the second laboratory do with the split specimen 
when it is tested to reconfirm a substituted test result?

    As the laboratory testing the split specimen, you must test the 
split specimen using the criteria of Sec. 40.209(b), just as you would 
do for a primary specimen. The result of the primary specimen is 
reconfirmed if the split specimen meets these criteria.


Sec. 40.221  What information do laboratories report to MROs regarding 
split specimen results?

    (a) As the laboratory responsible for testing the split specimen, 
and you are using the Federal Testing Custody and Control Form (CCF) 
issued by HHS on June 23, 2000, you must report split specimen test 
results in adulteration and substitution situations by checking the 
``Reconfirmed'' box or the ``Failed to Reconfirm'' box (Step 5(b)) on 
Copy 1 of the CCF.
    (b) If you check the ``Failed to Reconfirm'' box, one of the 
following statements must be included (as appropriate) on the 
``Reason'' line (Step 5(b)):
    (1) Drug(s)/metabolite(s) not detected.''
    (2) ``Adulterant not found within criteria.''
    (3) ``Specimen not consistent with substitution criteria [specify 
creatinine, specific gravity, or both]''
    (4) ``Specimen not available for testing.''
    (c ) If you are using the CCF issued by HHS prior to June 23, 2000, 
enter the information referenced in paragraph (b) (2), (3), or (4) of 
this section on the ``remarks'' line.
    (d) As the laboratory certifying scientist, enter your name, sign, 
and date the CCF.


Sec. 40.223  What does the MRO do with split specimen laboratory 
results?

    As an MRO, you must take the following actions when a laboratory 
reports the following results of split specimen tests concerning 
adulterated or substituted specimens:
    (a) Reconfirmed. (1) In the case of a reconfirmed positive test for 
a drug or drug metabolite, report the reconfirmation to the DER and the 
employee.
    (2) In the case of a reconfirmed adulterated or substituted result, 
report to the DER and the employee that the specimen was adulterated or 
substituted, either of which constitutes a refusal to test. Therefore, 
``refusal to test'' is the final result.
    (b) Failed to Reconfirm: Drug(s)/Drug Metabolite(s) Not Detected. 
(1) Report to the DER and the employee that both tests must be 
cancelled.
    (2) Inform ODAPC of the failure to reconfirm.
    (c) Failed to Reconfirm: Adulterated or Substituted (as 
appropriate); Criteria Not Met. (1) Report to the DER and the employee 
that both tests must be cancelled.
    (2) Inform ODAPC of the failure to reconfirm.
    (d) Failed to Reconfirm: Specimen not Available for Testing. (1) 
Report to the DER and the employee that both tests must be cancelled 
and the reason for cancellation.
    (2) Direct the DER to ensure the immediate collection of another 
specimen from the employee under direct observation, with no notice 
given to the employee of this collection requirement until immediately 
before the collection.
    (3) Inform ODAPC of the failure to reconfirm.
    (e) Enter your name, sign and date the appropriate copy of the CCF.
    (f) Send a legible copy of the appropriate copy of the CCF (or a 
signed and dated letter) to the employer and keep a copy for your 
records.


Sec. 40.225  What is a refusal to take a DOT drug test, and what are 
the consequences?

    (a) [Reserved]
    (b) As an employee, if the MRO reports that you have a verified 
adulterated or substituted test result, you have refused to take a drug 
test.
    (c) As an employee, if you refuse to take a drug test, you incur 
the consequences specified under DOT agency regulations for a violation 
of those DOT agency regulations.
    (d) [Reserved]
    (e) [Reserved]

Subpart F--Public Interest Exclusions


Secs. 40.301-40.359  [Reserved]


Sec. 40.361  What is the purpose of a public interest exclusion (PIE)?

    (a) To protect the public interest, including protecting 
transportation employers and employees from serious noncompliance with 
DOT drug and alcohol testing rules, the Department's policy is to 
ensure that employers conduct business only with responsible service 
agents.
    (b) The Department therefore uses PIEs to exclude from 
participation in DOT's drug and alcohol testing program any service 
agent who, by serious noncompliance with this part or other DOT agency 
drug and alcohol testing regulations, has shown that it is not 
currently acting in a responsible manner.
    (c) A PIE is a serious action that the Department takes only to 
protect the public interest. We intend to use PIEs only to remedy 
situations of serious noncompliance. PIEs are not used for the purpose 
of punishment.
    (d) Nothing in this subpart precludes a DOT agency or the Inspector 
General from taking other action authorized by its regulations with 
respect to service agents or employers that violate its regulations.


Sec. 40.363  On what basis may the Department issue a PIE?

    (a) If you are a service agent, the Department may issue a PIE 
concerning you if we determine that you have failed or refused to 
provide drug or alcohol testing services consistent with the 
requirements of this part or a DOT agency drug and alcohol regulation.
    (b) The Department also may issue a PIE if you have failed to 
cooperate with DOT agency representatives concerning inspections, 
complaint investigations, compliance and enforcement reviews, or 
requests for documents and other information about compliance with this 
part or DOT agency drug and alcohol regulations.


Sec. 40.365  What is the Department's policy concerning starting a PIE 
proceeding?

    (a) It is the Department's policy to start a PIE proceeding only in 
cases of serious, uncorrected noncompliance with the provisions of this 
part, affecting such matters as safety, the outcomes of test results, 
privacy and confidentiality, due process and fairness for employees, 
the honesty and integrity of the testing program, and cooperation with 
or provision of information to DOT agency representatives.
    (b) The following are examples of the kinds of serious 
noncompliance that, as a matter of policy, the Department views as 
appropriate grounds for starting a PIE proceeding. These examples are 
not intended to be an exhaustive or exclusive list of the grounds for 
starting a PIE proceeding. We intend them to illustrate the level of 
seriousness that the Department believes supports starting a PIE 
proceeding. The examples follow:
    (1) For an MRO, verifying tests positive without interviewing the

[[Page 79522]]

employees as required by this part or providing MRO services without 
meeting the qualifications for an MRO required by this part;
    (2) For a laboratory, refusing to provide information to the 
Department, an employer, or an employee as required by this part; or a 
pattern or practice of testing errors that result in the cancellation 
of tests. (As a general matter of policy, the Department does not 
intend to initiate a PIE proceeding concerning a laboratory with 
respect to matters on which HHS initiates certification actions under 
its laboratory guidelines.);
    (3) For a collector, a pattern or practice of directly observing 
collections when doing so is unauthorized, or failing or refusing to 
directly observe collections when doing so is mandatory;
    (4) For collectors, BATs, or STTs, a pattern or practice of using 
forms, testing equipment, or collection kits that do not meet the 
standards in this part;
    (5) For a collector, BAT, or STT, a pattern or practice of ``fatal 
flaws'' or other significant uncorrected errors in the collection 
process;
    (6) For a laboratory, MRO or C/TPA, failing or refusing to report 
tests results as required by this part or DOT agency regulations;
    (7) For a laboratory, falsifying, concealing, or destroying 
documentation concerning any part of the drug testing process, 
including, but not limited to, documents in a ``litigation package'';
    (8) For SAPs, providing SAP services while not meeting SAP 
qualifications required by this part or performing evaluations without 
face-to-face interviews;
    (9) For any service agent, maintaining a relationship with another 
party that constitutes a conflict of interest under this part (e.g., a 
laboratory that derives a financial benefit from having an employer use 
a specific MRO);
    (10) For any service agent, representing falsely that the service 
agent or its activities is approved or certified by the Department or a 
DOT agency;
    (11) For any service agent, disclosing an employee's test result 
information to any party this part or a DOT agency regulation does not 
authorize, including by obtaining a ``blanket'' consent from employees 
or by creating a data base from which employers or others can retrieve 
an employee's DOT test results without the specific consent of the 
employee;
    (12) For any service agent, interfering or attempting to interfere 
with the ability of an MRO to communicate with the Department, or 
retaliating against an MRO for communicating with the Department;
    (13) For any service agent, directing or recommending that an 
employer fail or refuse to implement any provision of this part; or
    (14) With respect to noncompliance with a DOT agency regulation, 
conduct that affects important provisions of Department-wide concern 
(e.g., failure to properly conduct the selection process for random 
testing).


Sec. 40.367  Who initiates a PIE proceeding?

    The following DOT officials may initiate a PIE proceeding:
    (a) The drug and alcohol program manager of a DOT agency;
    (b) An official of ODAPC, other than the Director; or
    (c) The designee of any of these officials.


Sec. 40.369  What is the discretion of an initiating official in 
starting a PIE proceeding?

    (a) Initiating officials have broad discretion in deciding whether 
to start a PIE proceeding.
    (b) In exercising this discretion, the initiating official must 
consider the Department's policy regarding the seriousness of the 
service agent's conduct (see Sec. 40.365) and all information he or she 
has obtained to this point concerning the facts of the case. The 
initiating official may also consider the availability of the resources 
needed to pursue a PIE proceeding.
    (c) A decision not to initiate a PIE proceeding does not 
necessarily mean that the Department regards a service agent as being 
in compliance or that the Department may not use other applicable 
remedies in a situation of noncompliance.


Sec. 40.371  On what information does an initiating official rely in 
deciding whether to start a PIE proceeding?

    (a) An initiating official may rely on credible information from 
any source as the basis for starting a PIE proceeding.
    (b) Before sending a correction notice (see Sec. 40.373), the 
initiating official informally contacts the service agent to determine 
if there is any information that may affect the initiating official's 
determination about whether it is necessary to send a correction 
notice. The initiating official may take any information resulting from 
this contact into account in determining whether to proceed under this 
subpart.


Sec. 40.373  Before starting a PIE proceeding, does the initiating 
official give the service agent an opportunity to correct problems?

    (a) If you are a service agent, the initiating official must send 
you a correction notice before starting a PIE proceeding.
    (b) The correction notice identifies the specific areas in which 
you must come into compliance in order to avoid being subject to a PIE 
proceeding.
    (c) If you make and document changes needed to come into compliance 
in the areas listed in the correction notice to the satisfaction of the 
initiating official within 60 days of the date you receive the notice, 
the initiating official does not start a PIE proceeding. The initiating 
official may conduct appropriate fact finding to verify that you have 
made and maintained satisfactory corrections. When he or she is 
satisfied that you are in compliance, the initiating official sends you 
a notice that the matter is concluded.


Sec. 40.375  How does the initiating official start a PIE proceeding?

    (a) As a service agent, if your compliance matter is not 
correctable (see Sec. 40.373(a)), or if have not resolved compliance 
matters as provided in Sec. 40.373(c), the initiating official starts a 
PIE proceeding by sending you a notice of proposed exclusion (NOPE). 
The NOPE contains the initiating official's recommendations concerning 
the issuance of a PIE, but it is not a decision by the Department to 
issue a PIE.
    (b) The NOPE includes the following information:
    (1) A statement that the initiating official is recommending that 
the Department issue a PIE concerning you;
    (2) The factual basis for the initiating official's belief that you 
are not providing drug and/or alcohol testing services to DOT-regulated 
employers consistent with the requirements of this part or are in 
serious noncompliance with a DOT agency drug and alcohol regulation;
    (3) The factual basis for the initiating official's belief that 
your noncompliance has not been or cannot be corrected;
    (4) The initiating official's recommendation for the scope of the 
PIE;
    (5) The initiating official's recommendation for the duration of 
the PIE; and
    (6) A statement that you may contest the issuance of the proposed 
PIE, as provided in Sec. 40.379.
    (c) The initiating official sends a copy of the NOPE to the ODAPC 
Director at the same time he or she sends the NOPE to you.


Sec. 40.377  Who decides whether to issue a PIE?

    (a) The ODAPC Director, or his or her designee, decides whether to 
issue a PIE. If a designee is acting as the

[[Page 79523]]

decisionmaker, all references in this subpart to the Director refer to 
the designee.
    (b) To ensure his or her impartiality, the Director plays no role 
in the initiating official's determination about whether to start a PIE 
proceeding.
    (c) There is a ``firewall'' between the initiating official and the 
Director. This means that the initiating official and the Director are 
prohibited from having any discussion, contact, or exchange of 
information with one another about the matter, except for documents and 
discussions that are part of the record of the proceeding.


Sec. 40.379  How do you contest the issuance of a PIE?

    (a) If you receive a NOPE, you may contest the issuance of the PIE.
    (b) If you want to contest the proposed PIE, you must provide the 
Director information and argument in opposition to the proposed PIE in 
writing, in person, and/or through a representative. To contest the 
proposed PIE, you must take one or more of the steps listed in this 
paragraph (b) within 30 days after you receive the NOPE.
    (1) You may request that the Director dismiss the proposed PIE 
without further proceedings, on the basis that it does not concern 
serious noncompliance with this part or DOT agency regulations, 
consistent with the Department's policy as stated in Sec. 40.365.
    (2) You may present written information and arguments, consistent 
with the provisions of Sec. 40.381, contesting the proposed PIE.
    (3) You may arrange with the Director for an informal meeting to 
present your information and arguments.
    (c) If you do not take any of the actions listed in paragraph (b) 
of this section within 30 days after you receive the NOPE, the matter 
proceeds as an uncontested case. In this event, the Director makes his 
or her decision based on the record provided by the initiating official 
(i.e., the NOPE and any supporting information or testimony) and any 
additional information the Director obtains.


Sec. 40.381  What information do you present to contest the proposed 
issuance of a PIE?

    (a) As a service agent who wants to contest a proposed PIE, you 
must present at least the following information to the Director:
    (1) Specific facts that contradict the statements contained in the 
NOPE (see Sec. 40.375(b)(2) and (3)). A general denial is insufficient 
to raise a genuine dispute over facts material to the issuance of a 
PIE;
    (2) Identification of any existing, proposed or prior PIE; and
    (3) Identification of your affiliates, if any.
    (b) You may provide any information and arguments you wish 
concerning the proposed issuance, scope and duration of the PIE (see 
Sec. 40.375(b)(4) and (5).
    (c) You may provide any additional relevant information or 
arguments concerning any of the issues in the matter.


Sec. 40.383  What procedures apply if you contest the issuance of a 
PIE?

    (a) DOT conducts PIE proceedings in a fair and informal manner. The 
Director may use flexible procedures to allow you to present matters in 
opposition. The Director is not required to follow formal rules of 
evidence or procedure in creating the record of the proceeding.
    (b) The Director will consider any information or argument he or 
she determines to be relevant to the decision on the matter.
    (c) You may submit any documentary evidence you want the Director 
to consider. In addition, if you have arranged an informal meeting with 
the Director, you may present witnesses and confront any person the 
initiating official presents as a witness against you.
    (d) In cases where there are material factual issues in dispute, 
the Director or his or her designee may conduct additional fact-
finding.
    (e) If you have arranged a meeting with the Director, the Director 
will make a transcribed record of the meeting available to you on your 
request. You must pay the cost of transcribing and copying the meeting 
record.


Sec. 40.385  Who bears the burden of proof in a PIE proceeding?

    (a) As the proponent of issuing a PIE, the initiating official 
bears the burden of proof.
    (b) This burden is to demonstrate, by a preponderance of the 
evidence, that the service agent was in serious noncompliance with the 
requirements of this part for drug and/or alcohol testing-related 
services or with the requirements of another DOT agency drug and 
alcohol testing regulation.


Sec. 40.387  What matters does the Director decide concerning a 
proposed PIE?

    (a) Following the service agent's response (see Sec. 40.379(b)) or, 
if no response is received, after 30 days have passed from the date on 
which the service agent received the NOPE, the Director may take one of 
the following steps:
    (1) In response to a request from the service agent (see 
Sec. 40.379(b)(1)) or on his or her own motion, the Director may 
dismiss a PIE proceeding if he or she determines that it does not 
concern serious noncompliance with this part or DOT agency regulations, 
consistent with the Department's policy as stated in Sec. 40.365.
    (i) If the Director dismisses a proposed PIE under this paragraph 
(a), the action is closed with respect to the noncompliance alleged in 
the NOPE.
    (ii) The Department may initiate a new PIE proceeding against you 
on the basis of different or subsequent conduct that is in 
noncompliance with this part or other DOT drug and alcohol testing 
rules.
    (2) If the Director determines that the initiating official's 
submission does not have complete information needed for a decision, 
the Director may remand the matter to the initiating official. The 
initiating official may resubmit the matter to the Director when the 
needed information is complete. If the basis for the proposed PIE has 
changed, the initiating official must send an amended NOPE to the 
service agent.
    (b) The Director makes determinations concerning the following 
matters in any PIE proceeding that he or she decides on the merits:
    (1) Any material facts that are in dispute;
    (2) Whether the facts support issuing a PIE;
    (3) The scope of any PIE that is issued; and
    (4) The duration of any PIE that is issued.


Sec. 40.389  What factors may the Director consider?

    This section lists examples of the kind of mitigating and 
aggravating factors that the Director may consider in determining 
whether to issue a PIE concerning you, as well as the scope and 
duration of a PIE. This list is not exhaustive or exclusive. The 
Director may consider other factors if appropriate in the circumstances 
of a particular case. The list of examples follows:
    (a) The actual or potential harm that results or may result from 
your noncompliance;
    (b) The frequency of incidents and/or duration of the 
noncompliance;
    (c) Whether there is a pattern or prior history of noncompliance;
    (d) Whether the noncompliance was pervasive within your 
organization, including such factors as the following:
    (1) Whether and to what extent your organization planned, 
initiated, or carried out the noncompliance;
    (2) The positions held by individuals involved in the 
noncompliance, and

[[Page 79524]]

whether your principals tolerated their noncompliance; and
    (3) Whether you had effective standards of conduct and control 
systems (both with respect to your own organization and any contractors 
or affiliates) at the time the noncompliance occurred;
    (e) Whether you have demonstrated an appropriate compliance 
disposition, including such factors as the following:
    (1) Whether you have accepted responsibility for the noncompliance 
and recognize the seriousness of the conduct that led to the cause for 
issuance of the PIE;
    (2) Whether you have cooperated fully with the Department during 
the investigation. The Director may consider when the cooperation began 
and whether you disclosed all pertinent information known to you;
    (3) Whether you have fully investigated the circumstances of the 
noncompliance forming the basis for the PIE and, if so, have made the 
result of the investigation available to the Director;
    (4) Whether you have taken appropriate disciplinary action against 
the individuals responsible for the activity that constitutes the 
grounds for issuance of the PIE; and
    (5) Whether your organization has taken appropriate corrective 
actions or remedial measures, including implementing actions to prevent 
recurrence;
    (f) With respect to noncompliance with a DOT agency regulation, the 
degree to which the noncompliance affects matters common to the DOT 
drug and alcohol testing program;
    (g) Other factors appropriate to the circumstances of the case.


Sec. 40.391  What is the scope of a PIE?

    (a) The scope of a PIE is the Department's determination about the 
divisions, organizational elements, types of services, affiliates, and/
or individuals (including direct employees of a service agent and its 
contractors) to which a PIE applies.
    (b) If, as a service agent, the Department issues a PIE concerning 
you, the PIE applies to all your divisions, organizational elements, 
and types of services that are involved with or affected by the 
noncompliance that forms the factual basis for issuing the PIE.
    (c) In the NOPE (see Sec. 40.375(b)(4)), the initiating official 
sets forth his or her recommendation for the scope of the PIE. The 
proposed scope of the PIE is one of the elements of the proceeding that 
the service agent may contest (see Sec. 40.381(b)) and about which the 
Director makes a decision (see Sec. 40.387(b)(3)).
    (d) In recommending and deciding the scope of the PIE, the 
initiating official and Director, respectively, must take into account 
the provisions of paragraphs (e) through (j) of this section.
    (e) The pervasiveness of the noncompliance within a service agent's 
organization (see Sec. 40.389(d)) is an important consideration in 
determining the scope of a PIE. The appropriate scope of a PIE grows 
broader as the pervasiveness of the noncompliance increases.
    (f) The application of a PIE is not limited to the specific 
location or employer at which the conduct that forms the factual basis 
for issuing the PIE was discovered.
    (g) A PIE applies to your affiliates, if the affiliate is involved 
with or affected by the conduct that forms the factual basis for 
issuing the PIE.
    (h) A PIE applies to individuals who are officers, employees, 
directors, shareholders, partners, or other individuals associated with 
your organization in the following circumstances:
    (1) Conduct forming any part of the factual basis of the PIE 
occurred in connection with the individual's performance of duties by 
or on behalf of your organization; or
    (2) The individual knew of, had reason to know of, approved, or 
acquiesced in such conduct. The individual's acceptance of benefits 
derived from such conduct is evidence of such knowledge, acquiescence, 
or approval.
    (i) If a contractor to your organization is solely responsible for 
the conduct that forms the factual basis for a PIE, the PIE does not 
apply to the service agent itself unless the service agent knew or 
should have known about the conduct and did not take action to correct 
it.
    (j) PIEs do not apply to drug and alcohol testing that DOT does not 
regulate.
    (k) The following examples illustrate how the Department intends 
the provisions of this section to work:

    Example 1 to Sec. 40.391. Service Agent P provides a variety of 
drug testing services. P's SAP services are involved in a serious 
violation of this Part 40. However, P's other services fully comply 
with this part, and P's overall management did not plan or concur in 
the noncompliance, which in fact was contrary to P's articulated 
standards. Because the noncompliance was isolated in one area of the 
organization's activities, and did not pervade the entire 
organization, the scope of the PIE could be limited to SAP services.
    Example 2 to Sec. 40.391. Service Agent Q provides a similar 
variety of services. The conduct forming the factual basis for a PIE 
concerns collections for a transit authority. As in Example 1, the 
noncompliance is not pervasive throughout Q's organization. The PIE 
would apply to collections at all locations served by Q, not just 
the particular transit authority or not just in the state in which 
the transit authority is located.
    Example 3 to Sec. 40.391. Service Agent R provides a similar 
array of services. One or more of the following problems exists: R's 
activities in several areas--collections, MROs, SAPs, protecting the 
confidentiality of information--are involved in serious 
noncompliance; DOT determines that R's management knew or should 
have known about serious noncompliance in one or more areas, but 
management did not take timely corrective action; or, in response to 
an inquiry from DOT personnel, R's management refuses to provide 
information about its operations. In each of these three cases, the 
scope of the PIE would include all aspects of R's services.
    Example 4 to Sec. 40.391. Service Agent W provides only one kind 
of service (e.g., laboratory or MRO services). The Department issues 
a PIE concerning these services. Because W only provides this one 
kind of service, the PIE necessarily applies to all its operations.
    Example 5 to Sec. 40.391. Service Agent X, by exercising 
reasonably prudent oversight of its collection contractor, should 
have known that the contractor was making numerous ``fatal flaws'' 
in tests. Alternatively, X received a correction notice pointing out 
these problems in its contractor's collections. In neither case did 
X take action to correct the problem. X, as well as the contractor, 
would be subject to a PIE with respect to collections.
    Example 6 to Sec. 40.391. Service Agent Y could not reasonably 
have known that one of its MROs was regularly failing to interview 
employees before verifying tests positive. When it received a 
correction notice, Y immediately dismissed the erring MRO. In this 
case, the MRO would be subject to a PIE but Y would not.
    Example 7 to Sec. 40.391. The Department issues a PIE with 
respect to Service Agent Z. Z provides services for DOT-regulated 
transportation employers, a Federal agency under the HHS-regulated 
Federal employee testing program, and various private businesses and 
public agencies that DOT does not regulate. The PIE applies only to 
the DOT-regulated transportation employers with respect to their 
DOT-mandated testing, not to the Federal agency or the other public 
agencies and private businesses. The PIE does not prevent the non-
DOT regulated entities from continuing to use Z's services.


Sec. 40.393  How long does a PIE stay in effect?

    (a) In the NOPE (see Sec. 40.375(b)(5)), the initiating official 
proposes the duration of the PIE. The duration of the PIE is one of the 
elements of the proceeding that the service agent may contest (see 
Sec. 40.381(b)) and about which the Director makes a decision (see 
Sec. 40.387(b)(4)).
    (b) In deciding upon the duration of the PIE, the Director 
considers the

[[Page 79525]]

seriousness of the conduct on which the PIE is based and the continued 
need to protect employers and employees from the service agent's 
noncompliance. The Director considers factors such as those listed in 
Sec. 40.389 in making this decision.
    (c) The duration of a PIE will be between one and five years, 
unless the Director reduces its duration under Sec. 40.407.


Sec. 40.395  Can you settle a PIE proceeding?

    At any time before the Director's decision, you and the initiating 
official can, with the Director's concurrence, settle a PIE proceeding.


Sec. 40.397  When does the Director make a PIE decision?

    The Director makes his or her decision within 60 days of the date 
when the record of a PIE proceeding is complete (including any meeting 
with the Director and any additional fact-finding that is necessary). 
The Director may extend this period for good cause for additional 
periods of up to 30 days.


Sec. 40.399  How does the Department notify service agents of its 
decision?

    If you are a service agent involved in a PIE proceeding, the 
Director provides you written notice as soon as he or she makes a PIE 
decision. The notice includes the following elements:
    (a) If the decision is not to issue a PIE, a statement of the 
reasons for the decision, including findings of fact with respect to 
any material factual issues that were in dispute.
    (b) If the decision is to issue a PIE--
    (1) A reference to the NOPE;
    (2) A statement of the reasons for the decision, including findings 
of fact with respect to any material factual issues that were in 
dispute;
    (3) A statement of the scope of the PIE; and
    (4) A statement of the duration of the PIE.


Sec. 40.401  How does the Department notify employers and the public 
about a PIE?

    (a) The Department maintains a document called the ``List of 
Excluded Drug and Alcohol Service Agents.'' This document may be found 
on the Department's web site (http://www.dot.gov/ost/dapc). You may 
also request a copy of the document from ODAPC.
    (b) When the Director issues a PIE, he or she adds to the List the 
name and address of the service agent, and any other persons or 
organizations, to whom the PIE applies and information about the scope 
and duration of the PIE.
    (c) When a service agent ceases to be subject to a PIE, the 
Director removes this information from the List.
    (d) The Department also publishes a Federal Register notice to 
inform the public on any occasion on which a service agent is added to 
or taken off the List.


Sec. 40.403  Must a service agent notify its clients when the 
Department issues a PIE?

    (a) As a service agent, if the Department issues a PIE concerning 
you, you must notify each of your DOT-regulated employer clients, in 
writing, about the issuance, scope, duration, and effect of the PIE. 
You may meet this requirement by sending a copy of the Director's PIE 
decision or by a separate notice. You must send this notice to each 
client within three working days of receiving from the Department the 
notice provided for in Sec. 40.399(b).
    (b) As part of the notice you send under paragraph (a) of this 
section, you must offer to transfer immediately all records pertaining 
to the employer and its employees to the employer or to any other 
service agent the employer designates. You must carry out this transfer 
as soon as the employer requests it.


Sec. 40.405  May the Federal courts review PIE decisions?

    The Director's decision is a final administrative action of the 
Department. Like all final administrative actions of Federal agencies, 
the Director's decision is subject to judicial review under the 
Administrative Procedure Act (5 U.S.C. 551 et seq.).


Sec. 40.407  May a service agent ask to have a PIE reduced or 
terminated?

    (a) Yes, as a service agent concerning whom the Department has 
issued a PIE, you may request that the Director terminate a PIE or 
reduce its duration and/or scope. This process is limited to the issues 
of duration and scope. It is not an appeal or reconsideration of the 
decision to issue the PIE.
    (b) Your request must be in writing and supported with 
documentation.
    (c) You must wait at least nine months from the date on which the 
Director issued the PIE to make this request.
    (d) The initiating official who was the proponent of the PIE may 
provide information and arguments concerning your request to the 
Director.
    (e) If the Director verifies that the sources of your noncompliance 
have been eliminated and that all drug or alcohol testing-related 
services you would provide to DOT-regulated employers will be 
consistent with the requirements of this part, the Director may issue a 
notice terminating or reducing the PIE.


Sec. 40.409  What does the issuance of a PIE mean to transportation 
employers?

    (a) As an employer, you are deemed to have notice of the issuance 
of a PIE when it appears on the List mentioned in Sec. 40.401(a) or the 
notice of the PIE appears in the Federal Register as provided in 
Sec. 40.401(d). You should check this List to ensure that any service 
agents you are using or planning to use are not subject to a PIE.
    (b) As an employer who is using a service agent concerning whom a 
PIE is issued, you must stop using the services of the service agent no 
later than 90 days after the Department has published the decision in 
the Federal Register or posted it on its web site. You may apply to the 
ODAPC Director for an extension of 30 days if you demonstrate that you 
cannot find a substitute service agent within 90 days.
    (c) Except during the period provided in paragraph (b) of this 
section, you must not, as an employer, use the services of a service 
agent that are covered by a PIE that the Director has issued under this 
subpart. If you do so, you are in violation of the Department's 
regulations and subject to applicable DOT agency sanctions (e.g., civil 
penalties, withholding of Federal financial assistance).
    (d) You also must not obtain drug or alcohol testing services 
through a contractor or affiliate of the service agent to whom the PIE 
applies.

    Example to Paragraph (d). Service Agent R was subject to a PIE 
with respect to SAP services. As an employer, not only must you not 
use R's own SAP services, but you also must not use SAP services you 
arrange through R, such as services provided by a subcontractor or 
affiliate of R or a person or organization that receives financial 
gain from its relationship with R.

    (e) This section's prohibition on using the services of a service 
agent concerning which the Director has issued a PIE applies to 
employers in all industries subject to DOT drug and alcohol testing 
regulations.

    Example to Paragraph (e). The initiating official for a PIE was 
the FAA drug and alcohol program manager, and the conduct forming 
the basis of the PIE pertained to the aviation industry. As a motor 
carrier, transit authority, pipeline, railroad, or maritime 
employer, you are also prohibited from using the services of the 
service agent involved in connection with the DOT drug and alcohol 
testing program.

    (f) The issuance of a PIE does not result in the cancellation of 
drug or alcohol tests conducted using the service agent involved before 
the

[[Page 79526]]

issuance of the Director's decision or up to 90 days following its 
publication in the Federal Register or posting on the Department's web 
site, unless otherwise specified in the Director's PIE decision or the 
Director grants an extension as provided in paragraph (b) of this 
section.

    Example to Paragraph (f). The Department issues a PIE concerning 
Service Agent N on September 1. All tests conducted using N's 
services before September 1, and through November 30, are valid for 
all purposes under DOT drug and alcohol testing regulations, 
assuming they meet all other regulatory requirements.


Sec. 40.411  What is the role of the DOT Inspector General's office?

    (a) Any person may bring concerns about waste, fraud, or abuse on 
the part of a service agent to the attention of the DOT Office of 
Inspector General.
    (b) In appropriate cases, the Office of Inspector General may 
pursue criminal or civil remedies against a service agent.
    (c) The Office of Inspector General may provide factual information 
to other DOT officials for use in a PIE proceeding.


Sec. 40.413  How are notices sent to service agents?

    (a) If you are a service agent, DOT sends notices to you, including 
correction notices, notices of proposed exclusion, decision notices, 
and other notices, in any of the ways mentioned in paragraph (b) or (c) 
of this section.
    (b) DOT may send a notice to you, your identified counsel, your 
agent for service of process, or any of your partners, officers, 
directors, owners, or joint venturers to the last known street address, 
fax number, or e-mail address. DOT deems the notice to have been 
received by you if sent to any of these persons.
    (c) DOT considers notices to be received by you--
    (1) When delivered, if DOT mails the notice to the last known 
street address, or five days after we send it if the letter is 
undeliverable;
    (2) When sent, if DOT sends the notice by fax or five days after we 
send it if the fax is undeliverable; or
    (3) When delivered, if DOT sends the notice by e-mail or five days 
after DOT sends it if the e-mail is undeliverable.

    2. Effective August 1, 2001, revise 49 CFR Part 40 to read as 
follows:

PART 40--PROCEDURES FOR TRANSPORTATION WORKPLACE DRUG AND ALCOHOL 
TESTING PROGRAMS

Subpart A--Administrative Provisions
Sec.
40.1   Who does this regulation cover?
40.3   What do the terms used in this regulation mean?
40.5   Who issues authoritative interpretations of this regulation?
40.7   How can you get an exemption from a requirement in this 
regulation?
Subpart B--Employer Responsibilities
40.11  What are the general responsibilities of employers under this 
regulation?
40.13  How do DOT drug and alcohol tests relate to non-DOT tests?
40.15  May an employer use a service agent to meet DOT drug and 
alcohol testing requirements?
40.17  Is an employer responsible for obtaining information from its 
service agents?
40.19  [Reserved]
40.21  May an employer stand down an employee before the MRO has 
completed the verification process?
40.23  What actions do employers take after receiving verified test 
results?
40.25  Must an employer check on the drug and alcohol testing record 
of employees it is intending to use to perform safety-sensitive 
duties?
40.27  Where is other information on employer responsibilities found 
in this regulation?
Subpart C--Urine Collection Personnel
40.31  Who may collect urine specimens for DOT drug testing?
40.33  What training requirements must a collector meet?
40.35  What information about the DER must employers provide to 
collectors?
40.37  Where is other information on the role of collectors found in 
this regulation?
Subpart D--Collection Sites, Forms, Equipment and Supplies Used in DOT 
Urine Collections
40.41  Where does a urine collection for a DOT drug test take place?
40.43  What steps must operators of collection sites take to protect 
the security and integrity of urine collections?
40.45  What form is used to document a DOT urine collection?
40.47  May employers use the CCF for non-DOT collections or non-
Federal forms for DOT collections?
40.49  What materials are used to collect urine specimens?
40.51  What materials are used to send urine specimens to the 
laboratory?
Subpart E--Urine Specimen Collections
40.61  What are the preliminary steps in the collection process?
40.63  What steps does the collector take in the collection process 
before the employee provides a urine specimen?
40.65  What does the collector check for when the employee presents 
a specimen?
40.67  When and how is a directly observed collection conducted?
40.69  How is a monitored collection conducted?
40.71  How does the collector prepare the specimens?
40.73  How is the collection process completed?
Subpart F--Drug Testing Laboratories
40.81  What laboratories may be used for DOT drug testing?
40.83  How do laboratories process incoming specimens?
40.85  What drugs do laboratories test for?
40.87  What are the cutoff concentrations for initial and 
confirmation tests?
40.89  What is validity testing, and are laboratories required to 
conduct it?
40.91  What validity tests must laboratories conduct on primary 
specimens?
40.93  What criteria do laboratories use to establish that a 
specimen is dilute or substituted?
40.95  What criteria do laboratories use to establish that a 
specimen is adulterated?
40.97  What do laboratories report and how do they report it?
40.99  How long does the laboratory retain specimens after testing?
40.101  What relationship may a laboratory have with an MRO?
40.103  What are the requirements for submitting blind specimens to 
a laboratory?
40.105   What happens if the laboratory reports a result different 
from that expected for a blind specimen?
40.107   Who may inspect laboratories?
40.109   What documentation must the laboratory keep, and for how 
long?
40.111   When and how must a laboratory disclose statistical 
summaries and other information it maintains?
40.113   Where is other information concerning laboratories found in 
this regulation?
Subpart G--Medical Review Officers and the Verification Process
40.121  Who is qualified to act as an MRO?
40.123   What are the MRO's responsibilities in the DOT drug testing 
program?
40.125   What relationship may an MRO have with a laboratory?
40.127   What are the MRO's functions in reviewing negative test 
results?
40.129   What are the MRO's functions in reviewing laboratory 
confirmed positive, adulterated, substituted, or invalid drug test 
results?
40.131   How does the MRO or DER notify an employee of the 
verification process after a confirmed positive, adulterated, 
substituted, or invalid test result?
40.133   Under what circumstances may the MRO verify a test as 
positive, or as a refusal to test because of adulteration or 
substitution, without interviewing the employee?
40.135   What does the MRO tell the employee at the beginning of the 
verification interview?
40.137   On what basis does the MRO verify test results involving 
marijuana, cocaine, amphetamines, or PCP?
40.139   On what basis does the MRO verify test results involving 
opiates?
40.141   How does the MRO obtain information for the verification 
decision?
40.143   [Reserved]

[[Page 79527]]

40.145   On what basis does the MRO verify test results involving 
adulteration or substitution?
40.147   [Reserved]
40.149   May the MRO change a verified positive drug test result or 
refusal to test?
40.151   What are MROs prohibited from doing as part of the 
verification process?
40.153   How does the MRO notify employees of their right to a test 
of the split specimen?
40.155   What does the MRO do when a negative or positive test 
result is also dilute?
40.157   [Reserved]
40.159   What does the MRO do when a drug test result is invalid?
40.161   What does the MRO do when a drug test specimen is rejected 
for testing?
40.163   How does the MRO report drug test results?
40.165   To whom does the MRO transmit reports of drug test results?
40.167   How are MRO reports of drug results transmitted to the 
employer?
40.169   Where is other information concerning the role of MROs and 
the verification process found in this regulation?
Subpart H--Split Specimen Tests
40.171   How does an employee request a test of a split specimen?
40.173   Who is responsible for paying for the test of a split 
specimen?
40.175   What steps does the first laboratory take with a split 
specimen?
40.177   What does the second laboratory do with the split specimen 
when it is tested to reconfirm the presence of a drug or drug 
metabolite?
40.179   What does the second laboratory do with the split specimen 
when it is tested to reconfirm an adulterated test result?
40.181   What does the second laboratory do with the split specimen 
when it is tested to reconfirm a substituted test result?
40.183   What information do laboratories report to MROs regarding 
split specimen results?
40.185   Through what methods and to whom must a laboratory report 
split specimen results?
40.187   What does the MRO do with split specimen laboratory 
results?
40.189   Where is other information concerning split specimens found 
in this regulation?
Subpart I--Problems in Drug Tests
40.191   What is a refusal to take a DOT drug test, and what are the 
consequences?
40.193   What happens when an employee does not provide a sufficient 
amount of urine for a drug test?
40.195   What happens when an individual is unable to provide a 
sufficient amount of urine for a pre-employment or return-to-duty 
test because of a permanent or long-term medical condition?
40.197   What happens when an employer receives a report of a dilute 
specimen?
40.199   What problems always cause a drug test to be cancelled?
40.201   What problems always cause a drug test to be cancelled and 
may result in a requirement for another collection?
40.203   What problems cause a drug test to be cancelled unless they 
are corrected?
40.205   How are drug test problems corrected?
40.207   What is the effect of a cancelled drug test?
40.209   What is the effect of procedural problems that are not 
sufficient to cancel a drug test?
Subpart J--Alcohol Testing Personnel
40.211   Who conducts DOT alcohol tests?
40.213   What training requirements must STTs and BATs meet?
40.215   What information about the DER do employers have to provide 
to BATs and STTs?
40.217   Where is other information on the role of STTs and BATs 
found in this regulation?
Subpart K--Testing Sites, Forms, Equipment and Supplies Used in Alcohol 
Testing
40.221   Where does an alcohol test take place?
40.223   What steps must be taken to protect the security of alcohol 
testing sites?
40.225   What form is used for an alcohol test?
40.227   May employers use the ATF for non-DOT tests, or non-DOT 
forms for DOT tests?
40.229   What devices are used to conduct alcohol screening tests?
40.231   What devices are used to conduct alcohol confirmation 
tests?
40.233   What are the requirements for proper use and care of EBTs?
40.235   What are the requirements for proper use and care of ASDs?
Subpart L--Alcohol Screening Tests
40.241   What are the first steps in any alcohol screening test?
40.243   What is the procedure for an alcohol screening test using 
an EBT or non-evidential breath ASD?
40.245   What is the procedure for an alcohol screening test using a 
saliva ASD?
40.247   What procedures does the BAT or STT follow after a 
screening test result?
Subpart M--Alcohol Confirmation Tests
40.251   What are the first steps in an alcohol confirmation test?
40.253   What are the procedures for conducting an alcohol 
confirmation test?
40.255   What happens next after the alcohol confirmation test 
result?
Subpart N--Problems in Alcohol Testing
40.261   What is a refusal to take an alcohol test, and what are the 
consequences?
40.263   What happens when an employee is unable to provide a 
sufficient amount of saliva for an alcohol screening test?
40.265   What happens when an employee is unable to provide a 
sufficient amount of breath for an alcohol test?
40.267   What problems always cause an alcohol test to be cancelled?
40.269   What problems cause an alcohol test to be cancelled unless 
they are corrected?
40.271   How are alcohol testing problems corrected?
40.273   What is the effect of a cancelled alcohol test?
40.275   What is the effect of procedural problems that are not 
sufficient to cancel an alcohol test?
40.277   Are alcohol tests other than saliva or breath permitted 
under these regulations?
Subpart O--Substance Abuse Professionals and the Return-to-Duty Process
40.281   Who is qualified to act as a SAP?
40.283   How does a certification organization obtain recognition 
for its members as SAPs?
40.285   When is a SAP evaluation required?
40.287   What information is an employer required to provide 
concerning SAP services to an employee who has a DOT drug and 
alcohol regulation violation?
40.289   Are employers required to provide SAP and treatment 
services to employees?
40.291   What is the role of the SAP in the evaluation, referral, 
and treatment process of an employee who has violated DOT agency 
drug and alcohol testing regulations?
40.293   What is the SAP's function in conducting the initial 
evaluation of an employee?
40.295   May employees or employers seek a second SAP evaluation if 
they disagree with the first SAP's recommendations?
40.297   Does anyone have the authority to change a SAP's initial 
evaluation?
40.299   What is the SAP's role and what are the limits on a SAP's 
discretion in referring employees for education and treatment?
40.301   What is the SAP's function in the follow-up evaluation of 
an employee?
40.303   What happens if the SAP believes the employee needs 
additional treatment, aftercare, or support group services even 
after the employee returns to safety-sensitive duties?
40.305   How does the return-to-duty process conclude?
40.307   What is the SAP's function in prescribing the employee's 
follow-up tests?
40.309   What are the employer's responsibilities with respect to 
the SAP's directions for follow-up tests?
40.311   What are requirements concerning SAP reports?
40.313   Where is other information on SAP functions and the return-
to-duty process found in this regulation?
Subpart P--Confidentiality and Release of Information
40.321   What is the general confidentiality rule for drug and 
alcohol test information?
40.323   May program participants release drug or alcohol test 
information in connection with legal proceedings?
40.325   [Reserved]
40.327   When must the MRO report medical information gathered in 
the verification process?
40.329   What information must laboratories, MROs, and other service 
agents release to employees?

[[Page 79528]]

40.331   To what additional parties must employers and service 
agents release information?
40.333   What records must employers keep?
Subpart Q--Roles And Responsibilities of Service Agents
40.341   Must service agents comply with DOT drug and alcohol 
testing requirements?
40.343   What tasks may a service agent perform for an employer?
40.345   In what circumstances may a C/TPA act as an intermediary in 
the transmission of drug and alcohol testing information to 
employers?
40.347   What functions may C/TPAs perform with respect 
administering testing?
40.349   What records may a service agent receive and maintain?
40.351   What confidentiality requirements apply to service agents?
40.353   What principles govern the interaction between MROs and 
other service agents?
40.355   What limitations apply to the activities of service agents?
Subpart R--Public Interest Exclusions
40.361   What is the purpose of a public interest exclusion (PIE)?
40.363   On what basis may the Department issue a PIE?
40.365   What is the Department's policy concerning starting a PIE 
proceeding?
40.367   Who initiates a PIE proceeding?
40.369   What is the discretion of an initiating official in 
starting a PIE proceeding?
40.371   On what information does an initiating official rely in 
deciding whether to start a PIE proceeding?
40.373   Before starting a PIE proceeding, does the initiating 
official give the service agent an opportunity to correct problems?
40.375   How does the initiating official start a PIE proceeding?
40.377   Who decides whether to issue a PIE?
40.379   How do you contest the issuance of a PIE?
40.381   What information do you present to contest the proposed 
issuance of a PIE?
40.383   What procedures apply if you contest the issuance of a PIE?
40.385   Who bears the burden of proof in a PIE proceeding?
40.387   What matters does the Director decide concerning a proposed 
PIE?
40.389   What factors may the Director consider?
40.391   What is the scope of a PIE?
40.393   How long does a PIE stay in effect?
40.395   Can you settle a PIE proceeding?
40.397   When does the Director make a PIE decision?
40.399   How does the Department notify service agents of its 
decision?
40.401   How does the Department notify employers and the public 
about a PIE?
40.403   Must a service agent notify its clients when the Department 
issues a PIE?
40.405   May the Federal courts review PIE decisions?
40.407   May a service agent ask to have a PIE reduced or 
terminated?
40.409   What does the issuance of a PIE mean to transportation 
employers?
40.411   What is the role of the DOT Inspector General's office?
40.413   How are notices sent to service agents?
Appendix A to Part 40--DOT Standards for Urine Collection Kits
Appendix B to Part 40--DOT Drug Testing Semi-annual Laboratory 
Report
Appendix C to Part 40--[Reserved]
Appendix D to Part 40--Report Format: Split Specimen Failure to 
Reconfirm
Appendix E to Part 40--SAP Equivalency Requirements for 
Certification Organizations
Appendix F to Part 40--Drug and Alcohol Testing Information that C/
TPAs May Transmit to Employers
Appendix G to Part 40--Alcohol Testing Form (ATF)

    Authority: 49 U.S.C. 102, 301, 322, 5331, 20140, 31306, and 
45101 et seq.

Subpart A--Administrative Provisions


Sec. 40.1  Who does this regulation cover?

    (a) This part tells all parties who conduct drug and alcohol tests 
required by Department of Transportation (DOT) agency regulations how 
to conduct these tests and what procedures to use.
    (b) This part concerns the activities of transportation employers, 
safety-sensitive transportation employees (including self-employed 
individuals, contractors and volunteers as covered by DOT agency 
regulations), and service agents.
    (c) Nothing in this part is intended to supersede or conflict with 
the implementation of the Federal Railroad Administration's post-
accident testing program (see 49 CFR 219.200).


Sec. 40.3  What do the terms