The Complete FMCSA Safety Audit Checklist


Preparing for an FMCSA New Entrant Safety Audit doesn't have to be overwhelming. This comprehensive checklist covers all six evaluation factors that auditors review, helping you identify compliance gaps before they become costly violations. Ensure DOT compliance and avoid automatic failure violations with this step-by-step preparation guide for motor carriers.

Financial Responsibility
& General Requirements

Insurance & Financial Responsibility

🚨 AUTOMATIC FAILURE RISK: Operating without required insurance

  • Minimum liability insurance verified

    • General freight: $750,000

    • Hazmat operations: $1,000,000

    • High-risk hazmat: $5,000,000

  • MCS-90 endorsement on file

    • Original endorsement from insurance company

    • Not just a certificate of insurance

    • Covers public liability obligations

  • Current insurance documentation

    • Proof maintained at principal place of business

    • Policy effective dates current

    • Coverage amounts clearly specified

Accident Register & Reporting

  • DOT accident register established

    • All recordable accidents documented

    • Required data fields complete

    • 3-year retention verified

  • Accident documentation complete

    • Date and location of each accident

    • Driver names and injury counts

    • Fatality information recorded

    • Hazmat release status noted

  • Supporting accident reports retained

    • Police reports on file

    • Insurance claim documentation

    • State-required accident reports

Company Registration

  • USDOT number compliance

    • MCS-150 form current and accurate

    • USDOT number displayed on vehicles

    • Biennial update completed when due

Driver Qualification
& Testing Requirements

Driver Qualification Files
(Required for ALL CMV Drivers)

🚨 AUTOMATIC FAILURE RISK: Unqualified drivers operating CMVs

  • Complete DQ file for every driver

    • Includes non-CDL drivers of vehicles >10,001 lbs

    • All required documents present

    • Files current and properly maintained

  • Driver applications completed

    • Employment application (§ 391.21)

    • 3-year employment history verified

    • All sections completed and signed

  • Previous employer inquiries

    • Safety performance history obtained

    • Good faith efforts documented

    • CDL drivers: Drug/alcohol history included

Motor Vehicle Records & Reviews

  • Initial MVR requirements met

    • MVR from every state (past 3 years)

    • Records obtained before driving

    • All violations properly reviewed

  • Annual MVR updates current

    • Updated MVR obtained annually

    • Annual review documented in file

    • Violation trends identified

  • Driver violation certifications

    • Annual traffic violation certification

    • Driver signature obtained

    • No violations or all violations listed

Medical Qualification

  • Current medical certificates

    • Valid medical examiner's certificate

    • Examiner on FMCSA National Registry

    • Verification documented in DQ file

  • Road testing compliance

    • Road test certificate on file

    • OR valid CDL copy as equivalent

    • Test conducted in representative vehicle

CDL Driver Requirements

🚨 AUTOMATIC FAILURE RISKS: Invalid CDL, disqualified drivers, suspended licenses

  • Valid CDL verification

    • Current CDL for all required drivers

    • Proper class and endorsements

    • No expired or invalid licenses

  • Driver qualification status

    • No disqualified drivers employed

    • No suspended/revoked CDLs in service

    • Medical disqualifications addressed

Drug & Alcohol Testing Program
(CDL Drivers Only)

🚨 AUTOMATIC FAILURE RISKS: Missing D&A program, using drivers with positive tests

  • Written policy established

    • Comprehensive D&A policy developed

    • Policy distributed to all CDL drivers

    • Signed acknowledgments on file

  • Testing program implementation

    • Enrolled with qualified C/TPA

    • DER (Designated Employer Representative) appointed

    • Supervisor training completed (120 min total)

  • FMCSA Clearinghouse compliance

    • Company registered in Clearinghouse

    • Pre-employment queries completed

    • Annual limited queries conducted

  • Required testing completed

    • Pre-employment: Negative drug tests verified

    • Random testing: 50% drugs, 10% alcohol rates

    • Post-accident testing when required

    • Reasonable suspicion procedures established

  • Return-to-duty compliance

    • SAP process for violations

    • Follow-up testing schedules

    • No drivers in service with unresolved violations

Hours of Service
& Operational Safety

Hours of Service Compliance

🚨 AUTOMATIC FAILURE RISKS: Missing HOS records, false logs

  • HOS record requirements

    • Records required for all CMV drivers

    • 6-month retention period maintained

    • No false or fraudulent records

  • Electronic Logging Device (ELD) compliance

    • ELD installed and functional (if required)

    • FMCSA-registered device used

    • Data backup procedures established

  • ELD exemptions verified

    • Short-haul exceptions properly documented

    • Pre-2000 model year vehicles identified

    • Driveaway-towaway operations confirmed

Supporting Documentation

  • HOS supporting documents

    • Up to 8 documents per 24-hour period

    • Bills of lading retained

    • Fuel receipts and toll records kept

    • Earliest and latest time stamps included

  • HOS violation management

    • Regular record review conducted

    • Violations identified and addressed

    • Driver counseling documented

Driver Safety Training

  • Part 392 compliance training

    • Safe driving practices covered

    • Training documentation maintained

    • Regular safety meetings conducted

Vehicle Maintenance
& Inspections

Vehicle Maintenance Program

🚨 AUTOMATIC FAILURE RISK: No systematic maintenance program

  • Maintenance program established

    • Systematic inspection/repair program

    • Written maintenance schedules

    • Program consistently followed

  • Vehicle maintenance records

    • Individual file for each vehicle

    • Vehicle identification information complete

    • Maintenance history documented

    • 1-year retention while in service + 6 months

Required Vehicle Inspections

🚨 AUTOMATIC FAILURE RISK: No annual inspection

  • Annual inspections current

    • Every CMV inspected within 12 months

    • Qualified inspector performed inspection

    • Inspection certificate/sticker displayed

  • Inspection documentation

    • Inspection reports retained 14 months

    • Proof of current inspection on vehicle

    • Failed inspections addressed before operation

Driver Vehicle Inspection Reports
(DVIRs)

🚨 AUTOMATIC FAILURE RISK: Operating with uncorrected DVIR defects

  • DVIR procedures implemented

    • Pre-trip inspections required

    • Post-trip reports when defects found

    • Driver training on DVIR completion

  • Defect correction process

    • Repairs certified before re-dispatch

    • Out-of-service defects immediately corrected

    • DVIR records retained 3 months

Vehicle Safety Equipment

  • Parts and accessories compliance

    • Part 393 requirements verified

    • Safety equipment current

    • Regular equipment inspections

  • Out-of-service management

    • No OOS vehicles in operation

    • Immediate removal from service

    • Repairs completed before return

Hazardous Materials Compliance

Hazmat Training Requirements

  • Employee training program

    • All hazmat employees trained per § 172.704

    • General awareness training completed

    • Function-specific training provided

    • Safety and security training current

  • Training documentation

    • Training records maintained

    • 3-year currency verified

    • Refresher training scheduled

Hazmat Operations

  • Shipping documentation

    • Proper shipping papers prepared

    • Correct placards and labels used

    • Emergency response information available

  • Security requirements

    • Security plan developed (if required)

    • Annual security plan review

    • Route planning compliance

Hazmat Record Retention

  • Document retention compliance

    • Non-waste hazmat papers: 1 year

    • Waste materials: 3 years

    • Training records: Employment + 90 days

Accident Analysis
& Safety Performance

Accident Performance Analysis

  • Accident rate calculation

    • Recordable accident rate determined

    • Performance trends analyzed

    • Benchmarking against industry standards

  • Preventive measures implemented

    • Root cause analysis conducted

    • Corrective actions developed

    • Driver training enhanced

    • Policy modifications made

Post-Accident Procedures

  • Testing compliance

    • Post-accident drug/alcohol testing conducted

    • Testing timelines met

    • Results properly documented

  • Investigation procedures

    • Accident investigation process established

    • Investigation findings documented

    • Lessons learned implemented

Final Audit Preparation

Critical Document Organization

Before your audit, ensure you have:

  • All driver files organized and easily accessible

  • Vehicle maintenance records sorted by vehicle

  • Insurance documentation current and complete

  • Testing records properly filed and current

  • Accident register updated and comprehensive

Pre-Audit Team Briefing

  • Staff roles defined for audit day

  • DER availability confirmed

  • Document location mapped for quick retrieval

  • Backup documentation prepared for critical items

Automatic Failure Prevention

Final verification of the 16 most critical items:

  • Drug & alcohol testing program active (CDL drivers)

  • No impaired drivers in service

  • Valid CDLs for all required drivers

  • Current medical certificates for all drivers

  • Adequate insurance coverage maintained

  • HOS records required and accurate

  • Annual vehicle inspections current

  • No out-of-service vehicles operating

  • View more information about violations resulting in automatic failure here.

Next Steps After Completing This Checklist

If All Items Are Checked ✅

Congratulations! You're audit-ready. Schedule regular reviews to maintain compliance.

If Items Are Missing ❌

  1. Prioritize automatic failure risks first

  2. Create action plan with deadlines

  3. Assign responsibility for each task

  4. Document progress regularly

  5. Re-check before audit date

Get Professional Help

By working with the team of transportation compliance veterans at TIPS, you can rest easy knowing that your operation is compliant, free of blind spots that will hurt your business during an audit, and that you’re prepared for any regulatory changes that may alter your responsibilities and requirements during a safety audit.

If you have any questions or concerns regarding your upcoming safety audit, don’t wait until it’s too late to take action — talk to a compliance expert today.