TITLE 43.TRANSPORTATION

Part 1. TEXAS DEPARTMENT OF TRANSPORTATION

Chapter 3. PUBLIC INFORMATION

Subchapter B. ACCESS TO OFFICIAL RECORDS

43 TAC §§3.11-3.14

The Texas Department of Transportation proposes amendments to §§3.11-3.14, concerning access to official records.

EXPLANATION OF PROPOSED AMENDMENTS

Senate Bill 1851, 76th Legislature, 1999, amended the Public Information Act, Government Code, Chapter 522. These changes included requiring a showing of substantial competitive harm before sensitive commercial information can be withheld, permitting the department to elect not to provide documents in response to repetitive or redundant requests, expanding the department's ability to recover personnel and overhead charges connected with the provision of information, and requiring itemized statements of estimated charges if expected charges are more than $40.

The amendments to §3.11 clarify wording and bring it closer to the words of the corresponding statutes.

Section 3.12(a)(2) is amended to require that the requestor provide a preferred mailing, facsimile, or electronic mail address to which an itemized cost statement can be sent. This amendment implements the legislative directive contained in Government Code, §552.2615.

The amendments to §3.12 also remove subsection (a)(3)(C), which specified the form of payments for vehicle title and registration information. The form of payments to the department is being addressed more comprehensively in proposed new 43 TAC §§5.41-5.44 as published in the February 11, 2000, issue of the Texas Register (25 TexReg 1081).

In addition, the amendments to §3.12 add a new subsection (f) to incorporate standards adopted in S.B. 1851 for redundant and repetitious requests. The new language essentially tracks the language of the statute except in subsection (f)(5), which identifies the persons who will provide the necessary certification. The persons identified are the persons responsible for receiving public information requests under §3.12(a)(1)(A). Because of the addition of new subsection (f), former subsections (f) and (g) are redesignated as new subsections (g) and (h). In addition, amendments are made throughout §3.12 to clarify wording and bring it closer to the words of the corresponding statutes.

The amendments to §3.13 incorporate standards adopted by S.B. 1851, including advance estimates of copying charges, personnel and overhead costs, and required deposits or bonds. In addition, amendments are made throughout §3.13 to clarify wording.

The amendments to §3.13(a) remove references to overhead and personnel charges because these are addressed in subsection (b). The amendments to §3.13(a) also remove references to costs for facsimile transmissions, which have been eliminated from the most recent cost schedule published by the General Services Commission at 1 TAC §111.63. The amendments to §3.13(a) also eliminate specific costs for particular sizes of maps and replace the specific costs with a reference to actual cost. Experience with this provision has shown that the costs of these maps can vary over time to such an extent that it is not feasible to detail those costs in rules. For maps and publications, a telephone number has been added to make it easier for the public to obtain cost information.

The amendments to §3.13(b) incorporate standards adopted in S.B. 1851 for personnel and overhead costs.

New §3.13(d) incorporates standards adopted in S.B. 1851 for providing requestors with advance estimates of expected production and copying charges. Former subsections (d) and (e) are redesignated as new subsections (e) and (f).

The amendments to §3.14 clarify wording and correct cross-citations to other sections and laws.

The amendments to §3.14(a) delete the last sentence, which stated without qualification that the department would not respond via the Internet to a public information request or other request. Although the department is not required to respond via the Internet under existing law, the department may do so, at its option.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for the first five-year period the amended sections are in effect, there will be no fiscal implications for state or local governments as a result of enforcing or administering the amendments. There are no anticipated costs for persons required to comply with the amendments as proposed.

Richard Monroe, General Counsel, has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the amendments.

PUBLIC BENEFIT

Mr. Monroe has also determined that for each year of the first five years the amendments are in effect, the public benefit anticipated as a result of the amendments will be enhanced public knowledge of the procedures followed by the department in responding to requests for information and reduced public confusion from apparent inconsistencies between the rules and the applicable statutes. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Richard Monroe, General Counsel, Texas Department of Transportation, 125 East 11th Street, Austin, Texas 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation.

No statutes, articles, or codes are affected by these proposed amendments.

§3.11.Definitions.

The following words and terms, when used in this subchapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Code - Government Code, Chapter 552.

(2)

Commission - Texas Transportation Commission.

(3)

Department - Texas Department of Transportation.

(4)

Disadvantaged business enterprise (DBE) - A business concern certified as a DBE by the department.

(5)

District engineer - The chief administrative officer of a district of the department.

(6)

Division director - The chief administrative officer of a division or [ special ] office of the department.

(7)

Historically underutilized business (HUB) - A business concern certified as a HUB by the General Services Commission.

(8)

Internet - The international computer network of federal and nonfederal interoperable packet switched data networks or a similar computer bulletin board or computer network accessible to the public.

(9)

Manipulation - The process of modifying, reordering, or decoding [ of ] information with human intervention.

(10)

Personal information - Information that identifies an individual, including an individual's photograph or computerized image, social security number, driver identification number, personal identification certificate number, name, address other than the postal routing code, telephone number, and medical or disability information. The term does not include information on vehicular accidents, driving or equipment-related violations, or driver's [ drivers' ] license or registration status.

(11)

Processing - The execution of a sequence of coded instructions by a computer producing a result.

(12)

Programming - The process of producing a sequence of coded instructions that can be executed by a computer.

(13)

Political subdivision - A county, municipality, local board, or other governmental body of this state having authority to provide a public service.

(14)

Service agreement - A contractual agreement that [ which ] allows individuals, businesses, or state governmental agencies or institutions to access the department's vehicle registration records.

(15)

Special district - A political subdivision of the state established to provide a single public service within a specific geographical area.

(16)

Vehicle registration record - Information contained in the department's files that [ which ] reflects, but is not limited to, the make, vehicle identification number, year, model, body style, and license number of a motor vehicle , and the name, address, and social security number of the registered owner.

(17)

Written request - A request made in writing , including electronic mail, electronic media, or facsimile transmission.

§3.12.Public Access.

(a)

Request for records.

(1)

Submittal of request. A person seeking public information shall submit a request in writing to the department.

(A)

A request made by other than electronic mail shall be submitted to:

(i)

the department's General Counsel;

(ii)

[ (i) ] the department's Director of Public Information; or

(iii)

[ (ii) ] the district engineer or division director [ for the district or division ] of the department responsible for the information.

(B)

A request made by electronic mail shall be sent via [ to ] the department's World Wide Web site, located at http://www.dot.state.tx.us/.

(2)

Information required. A request for official records shall include the name, address, and telephone number of the requestor, and a description of the records in sufficient detail to permit efficient gathering of the requested items. The request shall also include the preferred mailing, facsimile transmission, or electronic mail address at which the requestor wishes to receive a cost itemized statement provided pursuant to Government Code, §552.2615(a) and §3.13(d) of this subchapter;

(3)

Vehicle title and registration information.

(A)

The department will provide certain vehicle registration information by telephone or upon receipt of a written request. Requested information will be released in accordance with 18 U.S.C. §2721, Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731[ , and Transportation Code §502.008 ].

(B)

The department will provide a written form for requests for motor vehicle registration information . A completed and properly executed form must include, at a minimum [ which includes, but is not limited to ]:

(i)

the name and address of the requestor;

(ii)

the Texas license number, title or document number, or [ and/or the ] vehicle identification number of the motor vehicle about which information is requested ;

(iii)

a statement that if a person who is a [ the ] subject of the record has requested the department to restrict the release of the information, the requested information may only be released if the requestor is the subject of the record, if the requestor has written authorization for release from the subject of the record, or if the intended use is for one of the permitted uses indicated on the form;

(iv)

a statement that the information is requested for a lawful and legitimate purpose in accordance with Transportation Code, §502.008, and that, in accordance with Transportation Code, §731.002 , [ and ] the requestor will not disseminate or publish the information [ obtained from the department ] on the Internet or permit another to do so [ , in accordance with Transportation Code, §731.002 ];

(v)

a certification that the statements made on the form are true and correct; and

(vi)

the signature of the requestor.

[ (C)

Each written request shall be accompanied by payment of the applicable fee in the form of either cash, cashier's check, or money order. ]

(C)

[ (D) ] The department will provide vehicle registration information by license number by telephone only in accordance with 18 U.S.C. §2721 , Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731, and only if requested by:

(i)

a peace officer acting in an official capacity; or

(ii)

an official of the state, city, town, county, special district, or other political subdivision, utilizing the obtained information for tax purposes or for the purpose of determining eligibility for a state public assistance program.

(4)

HUB/DBE applicant information. The department will not release information submitted by a vendor or contractor in connection with an application for certification as a HUB or DBE unless requested by [ a ]:

(A)

a state or local governmental agency for a use permitted by Government Code, §552.128 ; or

(B)

a person with the express written permission of the HUB/DBE or the HUB/DBE's agent.

(5)

Accident information. The department will not release information about the date of an accident, the name of a person involved in an accident, or the specific location of an accident unless requested by:

(A)

the Department of Public Safety;

(B)

a governmental agency that uses the information for accident prevention purposes;

(C)

the law enforcement agency that employs the peace officer who investigated the accident and reported it to the Department of Public Safety; or [ and ]

(D)

a person who provides the name of a person involved in the accident and:

(i)

the date of the accident; or

(ii)

the specific location where the accident occurred.

(b)

Production of records. Except as provided in subsections (a), (d) , [ and ] (e) , and (f) of this section, the department will provide copies or promptly produce official department records for inspection, duplication, or both. If the requested information is unavailable for inspection at the time of the request because it is in active use or otherwise not readily available, the department will certify this fact in writing within 10 business days after the date the information is requested to the applicant and specify a date and hour within a reasonable time when the record will be available for inspection or duplication.

(c)

Examination of information.

(1)

A person requesting to examine official records in the offices of the department must complete the examination without disrupting the normal operations of the department and not later than the 10th day after the date the records are made available to the person. Upon written request, the department will extend the examination period by increments of 10 days, not to exceed a total of 30 days.

(2)

The inspection of records may be interrupted by the department if the records are needed for use by the department. The period of interruption will not be charged against the requestor's 10-day period to examine the records.

(3)

A person may not remove an original copy of an official department record from the offices of the department.

(d)

Request for opinion. If the department considers that requested records fall within an exception under the Code, and that the records should be withheld, [ by the 10th business day after the date of receiving the written request, ] the department will ask for a decision from the attorney general about whether the records are within that exception if there has not been a previous determination about whether the records fall within one of the exceptions. The request for a decision from the attorney general will be made by the 10th business day after the date of receiving the written request.

(e)

Confidential information and privacy protection.

(1)

The department will not provide records considered to be confidential by law or otherwise prohibited from release under the Code or other provisions of law, and will not provide copies of information subject to intellectual property protection.

(A)

The department will not provide access to social security numbers contained in the department's records except to governmental agencies that demonstrate authority to obtain the information.

(B)

Upon receipt of a request from an individual to restrict release of that person's [ his or her ] personal information in a [ the ] motor vehicle registration record, the department will only release the information in accordance with 18 U.S.C. §2721 , Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731. The department will provide a form for such a request . A completed and properly executed form must include, at a minimum [ , which at a minimum includes ]:

(i)

the printed name and address of the requestor;

(ii)

a [ the ] description of the motor vehicle to which the request applies;

(iii)

a designation that the requestor chooses to restrict disclosure of personal information in response to individual requests for information;

(iv)

a designation that the requestor chooses to restrict disclosure of personal information in response to requests for information to be used for bulk distribution for surveys, marketing, or solicitations; and

[ (iii)

an area which allows the requestor to restrict disclosure of their personal information in response to individual requests for information and or requests for information to be used for bulk distribution for surveys, marketing, or solicitations; and ]

(v)

[ (iv) ] the signature of the requestor.

(C)

Upon receipt of a court order preventing [ to prevent ] release of information, the department will prevent access to any [ all ] information pertaining to an individual's specific motor vehicle record.

(2)

A legislative member, agency, or committee may request confidential information if the public information requested is for legislative purposes. The department may require the requesting legislative agency or committee, or the member or employee of the requesting entity , to sign a confidentiality agreement that requires the following provisions. [ : ]

(A)

The [ the ] information shall not be disclosed outside the requesting entity, or within the requesting entity for purposes other than the purpose for which it was received . [ ; ]

(B)

The [ the ] information shall be labeled confidential . [ ; ]

(C)

The [ the ] information shall be kept securely . [ ; and ]

(D)

The [ the ] number of copies of the information or the notes taken from the information that are not destroyed or returned to the department remain confidential and subject to the confidentiality agreement.

(f)

Repetitious or redundant requests. The department may elect not to provide records if the department has previously furnished the same copies or made the same information available to the requestor. In the event that the department elects not to provide records under this subsection, the department will provide the requestor with a certification that includes:

(1)

a description of the information previously made available to the requestor;

(2)

the date that the department received the requestor's previous request for the information;

(3)

the date that the department previously made the information available to the requestor;

(4)

a statement that no subsequent additions, deletions, or corrections have been made to that information; and

(5)

the name, title, and signature of the department's Director of Public Information or the district engineer or division director for the district or division of the department responsible for the information.

(g)

[ (f) ] Certified records. In accordance with Transportation Code, §201.501, the following officials shall serve as the executive director's authorized representatives for the purpose of certifying official department records.

(1)

The Department's chief minute clerk may certify commission minute orders. In the [ his or her ] absence of the chief minute clerk , minute orders may be certified by the executive assistant to the executive director. The executive director may delegate certification authority to other officials to assure sufficient availability of authorized certifying officials.

(2)

Other official records of the department may be certified by the district engineer, division director, or other department official [ officials ] having official custody of the records. A district engineer or division director may delegate certification authority to other officials to assure sufficient availability of authorized certifying officials.

(h)

[ (g) ] Programming and manipulation of data.

(1)

If responding to a request for information will require programming or manipulation of data and compliance with the request is not feasible or will result in substantial interference with the department's ongoing operations, or if the information could be made available in the requested form only at a cost that covers the programming and manipulation of data, [ then ] the department will provide a written statement within 20 days after the date of the receipt of the request. The statement will include:

(A)

a statement that the information is not available in the requested form;

(B)

a description of the form in which the information is available;

(C)

a description of any contract or services that would be required to provide the information in the requested form;

(D)

a statement of the estimated cost of providing the information; and

(E)

a statement of the anticipated time required to provide the information.

(2)

If the department gives written notice within 20 days after the date of receipt of the request to the person making the request that additional time is needed, the department may have an additional 10 days to issue the statement in paragraph (1) of this subsection.

(3)

The department will not provide the information until the person making the request states in writing that the requestor [ he or she ] wants:

(A)

the department to provide the information according to the cost and time parameters set out in the statement; or

(B)

the information in the form in which it is available.

§3.13.Cost of Copies of Official Records.

(a)

Standard costs. The following table lists charges for copies and related services.

Figure: 43 TAC §3.13(a)

(b)

Personnel and overhead charge. A personnel charge of $15 per hour plus an overhead charge of 20% of the personnel charge will be added to the costs of any request involving the:

(1)

copying of more than 50 pages; [ or ]

(2)

copying of information located in two or more buildings that are not physically connected with each other;

(3)

copying of information located in a remote storage facility;

(4)

retrieval of information that is older than five years and will require more than five hours to make available for inspection; or

(5)

retrieval of information that will completely fill six or more archival boxes and will require more than five hours to make available for inspection

[ (2)

retrieval and copying time of more than one hour. ]

(c)

Document inspection. If editing of confidential information is required in order to obtain access to a record for inspection, the department may charge for the cost of making copies to edit.

(d)

Estimated charges.

(1)

If a request will result in the imposition of a charge that exceeds $40, the department will provide the requestor:

(A)

an itemized statement detailing all estimated charges; and

(B)

an identification of any less costly alternative that is available.

(2)

If a less costly alternative is specified, the itemized statement will inform the requestor of the need to contact the department regarding the alternative and will inform the requestor:

(A)

that the request will be considered to be automatically withdrawn if the requestor does not, within 10 days of the date of the notice and in writing, accept the charges or modify the request; and

(B)

that the requestor may respond by mail, in person, by facsimile transmission, or by electronic mail.

(3)

If, before the requested information is made available, it is determined that actual charges will exceed the charges identified in paragraph (1) of this subsection by 20% or more, the department will send the requestor an updated itemized statement detailing all estimated charges that will be imposed.

(4)

If an itemized or updated itemized statement is provided under paragraphs (1) or (3) of this subsection and the requestor does not accept the estimated charges in writing or modify the request in writing within 10 days of the date of the notice, the request will be considered to have been withdrawn by the requestor.

(5)

Actual charges will not exceed the estimated charges in the itemized statement provided under paragraph (1) of this subsection by more than 20%, or if an updated itemized statement is provided under paragraph (3) of this subsection, actual charges will not exceed the estimated charges in the updated itemized statement.

(e)

[ (d) ] Payment.

(1)

Payment of charges is due prior to release of copies of records.

(2)

Upon release of copies of records, the department will provide to the requestor a statement describing all charges, including the amount of time required for retrieval and copying, when personnel and overhead charges are included. The statement will be signed by an authorized [ the ] employee with that employee's [ his or her ] name typed or printed below the signature.

(f)

[ (e) ] Waiver.

(1)

When an employee files an internal employee grievance, the [ The ] department will provide copies of records free of charge [ copies of records relating to an employee grievance proceeding under Chapter 2, §9.2 of the department's Human Resources Manual ] to an official party to the proceeding.

(2)

The department may waive or reduce the fees charged under subsections (a) and (b) of this section if the executive director or the executive director's [ his or her ] designee determines a waiver to be in the public interest because providing the records primarily benefits the general public.

§3.14.Electronic Access to Department Records.

(a)

Electronic on-line delivery systems. The department will provide certain information via the Internet through a departmental World Wide Web Site (http://www.dot.state.tx.us). Information concerning doing business with the department, news about the department, tourism and travel information, public transportation information, and other transportation-related information will be provided through this web site. [ Public information requests or other requests will not be responded to via the Internet. ]

(b)

Electronic access to vehicle title and registration information.

(1)

Information available. The department will make motor vehicle registration, title, and vehicle ownership information available electronically [ as required by Transportation Code, §502.008 ] to an individual, agency, or business in accordance with 18 U.S.C. §2721 , Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731 under the terms of a written service agreement.

(2)

Agreement with business or individuals. The written service agreement with a business or individual must contain:

(A)

the specified purpose of the agreement;

(B)

an adjustable account, if applicable, in which an initial deposit and minimum balance is maintained in the amount of:

(i)

$200 for an on-line access account; or

(ii)

$1,000 for a prepaid account for batch purchase of motor vehicle registration information;

(C)

notification regarding the charges provided in §3.13 of this subchapter [ title (relating to Cost of Copies of Official Records) ];

(D)

termination and default provisions;

(E)

service hours for access to motor vehicle records for on-line access;

(F)

the contractor's [ contractor ] signature;

(G)

a statement that the use of registration information obtained by virtue of a service agreement is conditional upon its being used:

(i)

in accordance with 18 U.S.C. §2721 , Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731; and

(ii)

only for the purposes defined in the agreement; and

(H)

the statements required by §3.12(a)(3)(B) [ §3.12(a)(3)(D) ] of this subchapter [ title (relating to Public Access) ].

(3)

Agreements with governmental agencies.

(A)

The written service agreement with an agency must contain:

(i)

the specified purpose of the agreement;

(ii)

method of payment;

(iii)

notification regarding the charges provided in §3.13 of this subchapter [ title (relating to Cost of Copies of Official Records) ];

(iv)

a statement that the use of registration information obtained by virtue of a service agreement is conditional upon its being used in accordance with 18 U.S.C. §2721 , Transportation Code, §502.008, and Transportation Code, Chapters 730 and 731, and only for the purposes defined in the agreement;

(v)

the statements required by §3.12(a)(3)(B) [ §3.12(a)(3)(D) ] of this subchapter [ title (relating to Public Access) ];

(vi)

the signature of an authorized official; and

(vii)

an attached statement citing the agency's authority to obtain social security number information, if applicable.

(B)

Texas Law Enforcement Telecommunication System (TLETS) access is exempt from the payment of fees.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002341

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Chapter 4. EMPLOYMENT PRACTICES

Subchapter F. EMPLOYEE TRAINING AND EDUCATION

43 TAC §§4.61, 4.63, 4.64

The Texas Department of Transportation proposes amendments to §§4.61, 4.63, and 4.64, concerning the department's employee training and education program.

EXPLANATION OF PROPOSED AMENDMENTS

Government Code, §656.048 requires state agencies to adopt rules relating to the eligibility of the department's administrators and employees for training and education supported by the state agencies and the obligations assumed by the administrators and employees on receiving the training and education.

Government Code, Chapter 656, Subchapter D requires a state agency to adopt a policy governing the training of employees, in addition to the rules required by §656.048, that requires employee training to relate to an employee's duties following the training. Training includes a course of study at an institution of higher education if the employing state agency spends money to assist an employee to meet the expense of the course of study, or pays salary to an employee to undertake the course of study as an assigned duty.

Subchapter D, Chapter 656 requires an employee that receives training paid for by a state agency, and who does not perform the employee's regular duties for three or more months as a result of the training, to either work for the agency following the training for at least one month for each month of the training period, or pay the agency for all costs of training that were paid by the agency, including any salary not accounted for as paid leave or compensatory time.

The department is experiencing a shortage of employees in certain critical, hard-to-fill job fields. Existing department employees may be able to supplement the number of available candidates for these positions, provided those employees are able to meet the minimum educational requirements. To obtain an adequate number of employees in these hard-to-fill positions, the department has created a Degree Completion Program.

Under the Degree Completion Program, regular, full-time employees may apply to attend an institution of higher learning on a full-time basis to complete 42 credit hours or less necessary to complete the requirements for obtaining a bachelor's degree in designated majors relating to hard-to-fill positions that are deemed critical. Employees selected to participate in the program may receive funds for tuition, required fees, books, and supplies, plus salary compensation.

Section 4.61 is amended to add definitions for "good standing" and "regular employee."

Section 4.63 is amended to describe the Degree Completion Program and to make technical corrections. This section prescribes eligibility requirements for the Degree Completion Program, and requirements for maintaining eligibility in the program. Technical corrections include requiring degree plans in the Educational Assistance Program and Degree Completion Program to be signed by an institution's department chairman or the chairman's designee. It would be more efficient for the chairman of the relevant department, rather than the dean of the college of which the department is a part, to carry out this function.

To ensure that the designated critical positions are filled quickly, the Degree Completion Program is available only to those employees with 42 credit hours or less remaining to complete degree requirements. Additionally, those 42 credit hours or less are required to be completed in no more than three semesters, although an extension may be granted if the employee's approved degree program requires additional time to complete. For example, an extension may be needed if an employee is unable to attend classes during a particular semester because of illness. To ensure that employees selected for participation in the Degree Completion Program are good candidates for selection for the designated positions, the employees must have at least 12 months of service time with the department, be in good standing with the department, and be regular full-time employees.

An employee's district engineer, division director, office director, or member of the administration is required to reconsider the employee's participation in the Degree Completion Program each semester. As part of this consideration, the employee's course schedule must be reviewed to ensure that appropriate electives are selected. A district engineer, division director, office director, or member of the administration would be authorized to reject an employee's choice of electives if a determination is made that the elective is not related to the employee's duties. However, no substitutions could be required for courses required by the college or university for degree completion. The foregoing would comply with the requirements of Chapter 656, while at the same time eliminating the use of state funds for inappropriate electives.

To recognize innovative methods of education, §4.63 is finally amended to authorize an employee to take an Internet course if a course is not available at a public or private institution in Texas as either a correspondence or residence course.

When the department provides educational assistance to an employee who receives a degree, it is more beneficial to the state for the department to receive services from the employee utilizing that degree, rather than being repaid for the assistance. Accordingly, §4.64 is amended to require a work obligation of three years for employees receiving a degree in the Degree Completion Program. Employees who fail to meet all conditions of employment and eligibility are required to repay the department for all assistance received. This will enable the department to be recompensed for the extensive assistance provided to an employee in a degree program.

Similarly, and to be consistent with the administration of the other three assistance programs, the department will cancel an employee's participation in the Degree Completion Program and require the employee to repay all funds associated with assistance received from the department, if the employee withdraws from or no longer can attend the institution, fails to complete the degree in three semesters (unless an extension is granted based on the approved degree program), fails to comply with the education assistance agreement, or is terminated from the department while participating in the program.

Costs associated with training that an employee may be required to repay under Government Code, Chapter 656, Subchapter D include any amounts of an employee's salary that were not accounted for as paid vacation or compensatory leave. Section 4.64 is amended to specify that an employee whose participation in the Degree Completion Program is cancelled by the department must repay all funds associated with the assistance received, including any portion of the employee's salary that was paid and not accounted for as paid vacation or compensatory leave. An employee who is removed or withdraws from the Degree Completion Program, separates from department employment while participating in the program, or who completes their degree but fails to complete their work obligation, is liable for repayment of all education assistance provided by the department during the time spent in the program. For employees not performing their regular duties for three or more months while participating in the program, the repayment obligation includes salary not accounted for as paid vacation or compensatory leave.

To treat all education programs consistently, §4.64 is also amended to specify that an employee's participation in the Degree Completion Program will be suspended if the employee is placed on disciplinary probation. Employees participating in this program are also liable to the department for any necessary expense incurred by the department in obtaining any required payment, including attorney's fees.

Government Code, Chapter 656, Subchapter D provides that the governing board of a state agency, by order adopted in a public meeting, may waive the requirements relating to any work or repayment obligation, and may release an employee from the obligation if the governing body finds that such action is in the best interest of the agency or because of an extreme personal hardship suffered by the employee. The obligations imposed by that subchapter apply by their terms to employees participating in the Degree Completion Program.

Pursuant to those provisions, §4.64 is amended to authorize the executive director to approve the deferral or extension of any prescribed repayment period related to that program if the student demonstrates an inability to pay due to hardship. The Texas Transportation Commission, by minute order, may approve the reduction or cancellation of the debt or service requirements of an employee participating in that program who departs the program to begin work for another state agency, or who demonstrates an inability to pay or complete the work obligation due to a hardship. Section 4.64 is finally amended to make various technical corrections.

FISCAL NOTE

James M. Bass, Director, Finance Division, has determined that for the first five-year period the amendments are in effect, there will be fiscal implications for state government as a result of enforcing or administering the amendments. The exact impact to the state cannot be determined due to the individual circumstances of each employee, including the number of employees desiring to take part in the Degree Completion Program, as well as the success of a particular employee in the program. There will be no fiscal implications for local governments as a result of enforcing or administering the amendments. There is an anticipated economic cost for persons required to comply with the amended sections as proposed. Besides the required three year work obligation, an employee will be required to repay the department for all assistance provided if the employee is removed or withdraws from the Degree Completion Program, separates from department employment while participating in the program, or fails to complete the employee's work obligation. For employees not performing their regular duties for three or more months while participating in the program, the repayment obligation includes salary not accounted for as paid vacation or compensatory leave. This anticipated cost cannot be determined with any specificity due to the individual circumstances of each employee.

Diana L. Isabel, Director, Human Resources Division has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the amendments.

PUBLIC BENEFIT

Ms. Isabel has also determined that for each year of the first five years the amendments are in effect the public benefit anticipated as a result of enforcing or administering the amendments will be to enable the department to fill critical positions by encouraging the professional development of employees through a training and education program that increases employee job potential and provides an increased quality of services to the public. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Diana L. Isabel, Director, Human Resources Division, Texas Department of Transportation, 125 East 11th Street, Austin, Texas 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation. More specifically, the amendments are proposed under Government Code, §656.048, which requires state agencies to adopt rules relating to the eligibility of the department's administrators and employees for training and education and the obligations assumed by the administrators and employees on receiving the training and education.

No statutes, articles, or codes are affected by the proposed amendments.

§4.61.Definitions.

The following words and terms, when used in this subchapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Assistance - Financial aid provided by the department to its employees for education expenses.

(2)

Department - The Texas Department of Transportation.

(3)

District - One of 25 geographical areas, managed by a district engineer, in which the department conducts its primary work activities.

(4)

District engineer - The chief administrative officer in charge of a district of the department.

(5)

Division director - The chief administrative officer of a division of the department.

(6)

Employee - An individual employed with the department in either a full-time or part-time position, not including contract employees.

(7)

Executive director - The executive director of the department.

(8)

Good standing - A status with the department in which an employee meets performance standards in his or her most recent performance evaluation and is not on probation.

(9)

[ (8) ] Hardship - A serious or catastrophic illness, family emergency, or extenuating circumstances beyond the control of the student which preclude the student from being reasonably expected to comply with the terms of an education assistance agreement.

(10)

[ (9) ] Office director - The chief administrative officer of a specialized organizational unit of the department which is headquartered in Austin.

(11)

[ (10) ] Part-time position - An individual employed with the department and working between 20 and 39 hours per week.

(12)

[ (11) ] Professional development requirement - Education and/or technical training required for an employee to progress higher in that employee's career ladder, or meet increased skill demands of the employee's job assignment.

(13)

[ (12) ] Program Selection Committee - The committee, approved by the executive director, that selects the employees who will participate in the department-sponsored full-time master's program.

(14)

[ (13) ] Prospective duty assignment - A department job assignment that may, with reasonable probability, become available in the foreseeable future to an employee.

(15)

Regular employee - Full-time employment with the department, not including project employees, temporary employees, and temporary recruitment program employees.

(16)

[ (14) ] Training - Activities designed to improve employee job performance and job-related skills by achieving specific, measurable, predetermined learning objectives.

§4.63.Education Programs.

(a)

Purpose. The department provides professional development opportunities through four [ three ] programs, the Education Assistance Program, a full-time Master's Program, the Degree Completion Program, and the Non-Degree Program. These academic and continuing education programs assist employees in gaining knowledge and skills that are beneficial to the department. This section establishes eligibility criteria for participation in the programs.

(b)

Eligibility.

(1)

Education Assistance Program. To be eligible for participation in an associate's, baccalaureate, master's, or doctorate degree program under the educational assistance program an employee must meet the following requirements before assistance is granted:

(A)

be a full-time employee;

(B)

be in good standing with the department;

(C)

have at least 12 months of service time with the department, or 24 months if the employee is seeking a graduate degree;

(D)

complete and file with the department, on forms prescribed by the department, an education assistance agreement that will set forth the terms and conditions including, but not limited to:

(i)

the amount of the assistance and the requirements of continued eligibility pursuant to this section;

(ii)

a statement of intent for continued employment with the department; and

(iii)

a declaration of intent to abide by terms set forth in the agreement;

(E)

have written acceptance from an accredited institution of higher learning and a degree plan signed by the institution's department chairman [ dean ] or the chairman's [ dean's ] designee;

(F)

seek enrollment and participation in a field of study that:

(i)

relates to current assigned work and position;

(ii)

satisfies a professional development requirement as determined by the employee's supervisor; or

(iii)

meets minimum requirements for a profession other than the employee's current job field in which the department anticipates staffing needs and the employee has demonstrated an aptitude through job performance, provided that the employee receives the approval of the appropriate district engineer, division director, office director, or a member of the administration who has consulted with the Director of the Human Resources Division; and

(G)

have approval of the appropriate district engineer, division director, office director, or a member of the administration for associate, baccalaureate, and master degree programs and the executive director's approval if the employee is seeking a doctoral degree.

(2)

Full-time Master's Program. An employee may apply for an in-house competitive program in which the employee who is selected receives funds for tuition, fees, books, and supplies plus salary compensation while pursuing a master's degree on a full-time basis and completing an assigned research program/thesis approved by the Program Selection Committee which is related to the department's functions. The master's program duration is four semesters including the summer semester in which the course work and the final research report/thesis must be completed. An extension may be granted if the employee's approved degree program requires additional time to complete. To be eligible for the program an employee must meet the following requirements before assistance is granted:

(A)

be a full-time employee;

(B)

be in good standing with the department;

(C)

have an undergraduate degree that is approved as an appropriate base for the desired graduate field of study by the Program Selection Committee;

(D)

submit career goals and research interests;

(E)

have at least:

(i)

four years of service time with the department and a professional engineering license from the State of Texas for engineering disciplines; or

(ii)

five years of progressive service time with the department for disciplines other than engineering;

(F)

complete and file with the department, on forms prescribed by the department, an Education Assistance Agreement that will set forth the terms and conditions of the assistance, including, but not limited to:

(i)

the amount of the assistance and the requirements of continued eligibility pursuant to this section;

(ii)

a statement of intent for continued employment with the department; and

(iii)

a declaration of intent to abide by terms set forth in the agreement;

(G)

have met the acceptance criteria of the appropriate graduate program at the participating university;

(H)

be nominated by the employee's district engineer, division director, office director, or a member of the administration; and

(I)

be selected by the Program Selection Committee based on qualifications and field or work experience.

(3)

Degree Completion Program. Employees in designated fields in which the department is experiencing a shortage of employees may apply to attend an institution of higher learning on a full-time basis to complete 42 credit hours or less necessary to complete the requirements for obtaining a bachelor's degree, and receive funds for tuition, required fees, books, and supplies plus salary compensation. The department will only approve a course of study in designated majors relating to hard-to-fill positions that are deemed critical. To be eligible for the program, and before assistance is granted, an employee must:

(A)

be a regular full-time employee;

(B)

be in good standing with the department;

(C)

have at least 12 months of service time with the department;

(D)

complete and file with the department, on forms prescribed by the department, an education assistance agreement that will set forth the terms and conditions of the assistance, including, but not limited to:

(i)

the amount of the assistance and the requirements for continued eligibility;

(ii)

a statement of intent for continued employment with the department; and

(iii)

a declaration of intent to abide by the terms set forth in the agreement;

(E)

have written acceptance from an accredited institution of higher learning and a degree plan for the 42 credit hours or less remaining for graduation signed by the institution's department chairman or the chairman's designee;

(F)

seek enrollment and participation in a field of study that:

(i)

allows the employee to receive a bachelor's degree after completing 42 credit hours or less within three semesters; and

(ii)

has been designated a critical field by the executive director due to a shortage of employees in jobs related to that field of study; and

(G)

have the approval of the appropriate district engineer, division director, office director, or a member of the administration to enroll in school full-time under this program.

(4)

[ (3) ] Non-degree program. Eligibility requirements do not apply when a full-time employee is not pursuing a degree, but is taking one or more classes as a requirement of the employee's position, or is taking classes that provide skills related to the employee's position while pursuing a general equivalency diploma, except that the appropriate district engineer, division director, office director, or member of the administration must approve the request. Summer hire and temporary recruitment program employees are eligible to take specific job related courses if the district engineer, division or office director, or a member of the administration determines that the course is essential to enhancing the employee's ability to perform his or her job.

(c)

Continued eligibility.

(1)

Education Assistance Program.

(A)

In order to maintain eligibility, an employee must:

(i)

be enrolled at least two of three semesters during the annual school year unless granted permission in writing to miss a semester or semesters by the appropriate district engineer, division director, office director, or a member of the administration with the written permission stored in the local file and a copy sent to the Training, Quality and Development Section of the Human Resources Division;

(ii)

be enrolled in an institution in a course of instruction leading toward a degree in the approved major of study; and

(iii)

obtain a passing grade in each course except as provided in §4.64(d)(5) [ §4.64(d)(4) ] of this subchapter [ title (relating to Employee Obligations) ].

(B)

Upon approval of an employee's district engineer, division director, office director, or a member of the administration, an employee may change his or her work status from full-time to part-time in order to accommodate class scheduling.

(C)

The employee's appropriate district engineer, division director, office director, or a member of the administration will reconsider the employee's participation in the program each semester.

(i)

Participation during a particular semester may be denied based on extraordinary work requirements as determined by the appropriate district engineer, division director, office director, or a member of the administration. This interruption will not be considered a failure to remain active in the program.

(ii)

The department will deny further participation if the employee does not meet the requirements of subparagraph (A) of this paragraph or §4.64(a) of this subchapter [ title ], or if the appropriate district engineer, division director, office director, or a member of the administration determines that the employee's participation in a degree program adversely affects the employee's job performance.

(2)

Full-time Master's Program.

(A)

In order to maintain eligibility in the full-time Master's Program, an employee must:

(i)

be enrolled continuously in an institution in a course of instruction leading towards a master's degree in the approved major field of study for four semesters which include the summer semester unless the director of the Human Resources Division waives this requirement because the student demonstrated hardship, or the employee's approved degree plan calls for an additional semester(s); and

(ii)

obtain a passing grade in each course except as provided in §4.64(d)(5) [ §4.64(d)(4) ] of this subchapter [ title ].

(B)

The department will deny further participation if the employee does not meet the requirements of subparagraph (A) of this paragraph or §4.64(a) of this subchapter [ title ].

(3)

Degree Completion Program.

(A)

In order to maintain eligibility in this program, an employee must, except as provided in subparagraph (B) of this paragraph:

(i)

be enrolled in school for no more than three semesters, which must be consecutive, except that an employee may skip the summer semester provided that the employee resumes full-time work until the employee returns to school for the fall semester;

(ii)

be enrolled in an institution in a course of instruction leading toward a degree in the approved major of study; and

(iii)

obtain a passing grade in each course except as provided in §4.64(d)(5) of this subchapter.

(B)

An extension to the number of semesters in which an employee is enrolled in school may be granted if the employee's approved degree program requires additional time to complete.

(C)

The employee's district engineer, division director, office director, or a member of the administration will reconsider the employee's participation in the program each semester. As part of this consideration, the district engineer, division director, office director, or a member of the administration will review the employee's degree plan, and will review the employee's course schedule to ensure that appropriate electives are selected.

(D)

The department will deny further participation if the employee does not meet the requirements of subparagraph (A) of this paragraph or §4.64(a) of this subchapter.

(4)

[ (3) ] Non-degree program. Eligibility requirements to remain in the Non-Degree Program requires continued satisfactory work performance and passing grades and/or satisfactory completion of each course taken to include those taken in pursuit of a general equivalency diploma, except as provided in §4.64(d)(5) [ §4.64(d)(4) ] of this subchapter [ title ].

(d)

Type of institution.

(1)

An employee who participates in any of the [ education ] assistance programs [ program ] must attend a public institution in the State of Texas, unless attendance is necessary at a private institution in Texas because:

(A)

there is no accredited public institution which offers program courses that can reasonably be attended by an employee within a normal combination work/school day; or

(B)

the public institution does not offer the approved courses or degree program; or

(C)

the admission requirements of the public institution are so restrictive as to preclude the employee's qualification into the program; or

(D)

the completion of the degree or course at a private institution costs less than a public institution; or

(E)

the employee attends the private institution under an agreement that the department will pay only the equivalent of what the education would have cost at a public institution.

(2)

If granted permission by the district engineer, division director, office director, or a member of the administration to attend a private institution, the employee must earn as many credits at an available public institution that are transferable to keep the overall costs as low as possible.

(3)

An employee may take an out-of-state correspondence course(s) or Internet course(s) if the course(s) are not available at a private or public institution in Texas as either a correspondence or residence course.

(e)

Eligible expenses. The following expenses are eligible for financial assistance:

(1)

tuition, including correspondence courses that fulfill an approved degree, trade, or technical school plan requirements or are taken while pursuing a general equivalency diploma;

(2)

College Level Equivalency Program (CLEP) exams, or similar exams if the student scores high enough to receive college credit or a waiver of the course requirements if part of the employee's degree plan;

(3)

life experience assessments for which the student obtains a credit if the credit is part of the employee's approved degree plan;

(4)

required fees and books; and

(5)

relocation assistance for full-time Master's Program employees only as determined by the department.

(f)

Use of state time and property.

(1)

Unless the employee is participating in a full-time Master's Program as provided in subsection (b)(2) of this section, or the Degree Completion Program provided in subsection (b)(3) of this section, department duty hours may not be used for attending classes, studying, or other activities associated with the program. An employee may use annual leave, flextime, or compensatory time with prior written approval from his or her supervisor.

(2)

An employee participating in the program may use the department's self-service copy machines, typewriters, calculators, copy paper, and microcomputers to complete course assignments.

(g)

Elective Courses. For those employees participating in the Education Assistance Program and the Degree Completion Program , the district engineer, division director, office director, or a member of the administration may reject an employee's choice of electives if a determination is made that the elective is not related to the employee's duties. The district engineer, division director, office director, or a member of the administration cannot require substitutions for any courses required by the university or college for degree completion. For the full-time Master's Program, the director of the Human Resources Division or designee will perform this function.

§4.64.Employee Obligations.

(a)

Obligation.

(1)

Conditions. Educational assistance is conditional upon the employee:

(A)

agreeing to work for the department for a period of time as described in paragraphs (2)-(4) of this subsection; [ follows: ]

(B)

adhering to the terms and conditions of the education assistance agreement and requirements for continued eligibility;

(C)

completing and passing each individual course; and

(D)

meeting the conditions of continued eligibility in §4.63 of this subchapter.

(2)

[ (i) ] Full-time Master's Program. An employee must agree to work for the department for a period of three years, commencing 30 days following the date of the employee's receipt of the degree, provided [ providing ] the employee meets all conditions of employment and eligibility at that time. If the employee fails to complete the degree, or fails to meet all conditions of employment and eligibility, the employee [ he/she ] will be subject to the repayment obligations in subsection (d)(2) of this section.

(3)

[ (ii) ] Education Assistance Program. An employee enrolled in the Education Assistance Program will repay the obligation incurred for the course(s) paid for by the department by working for [ providing work at ] the department. Those employees participating in a field of study related to their current job incur a one year work obligation, commencing 30 days following the date [ of ] the employee receives [ employee's receipt of ] the degree, provided the employee meets all conditions of employment and eligibility at that time. For employees receiving a degree outside of their current area of responsibility, the period of employment required is two years for a baccalaureate and three years for a master's or doctorate. Since they are receiving education assistance only to meet minimum requirements for a profession other than the employee's current job field, they must repay the department with service in the future. Employees that fail to meet all conditions of employment and eligibility are subject to the repayment obligations in subsection (d)(1) of this section.

(4)

Degree Completion Program. An employee must agree to work for the department for a period of three years, beginning 30 days following the date the employee receives the degree, provided the employee meets all conditions of employment and eligibility at that time. If the employee fails to complete the degree, or fails to meet all conditions of employment and eligibility, the employee will be subject to the repayment obligations in subsection (d)(2) of this section.

[ (B)

adhering to the terms and conditions of the education assistance agreement and requirements for continued eligibility; ]

[ (C)

completing and passing each individual course; and ]

[ (D)

meeting the conditions of continued eligibility in §4.63 of this title (relating to Education Programs). ]

(5)

[ (2) ] Credit Verification. Each semester, an employee must provide grade reports to the appropriate district engineer, division director, office director, or member of the administration for verification that full credit was received for courses taken.

(b)

Offset. Employees shall provide fee receipts for courses to be taken and shall promptly report any outside funds such as grants, scholarships, or other financial aid received before reimbursement of expenses. The department will deduct any amounts students receive through grants, scholarships, or other financial aid toward tuition, required fees, and books from the amount of education assistance provided to the student.

(c)

Cancellation and suspension.

(1)

Cancellation.

(A)

The department will cancel the employee's participation in the Education Assistance Program and Non-Degree Program and require the student to repay in accordance with §5.10 of this title (relating to the Collection of Debts) all funds associated with the assistance, received from the department under §4.63 of this subchapter [ title (relating to Education Programs) ] if the student:

(i)

withdraws from the institution;

(ii)

is removed or prohibited from attending the institution;

(iii)

fails to comply with one or more terms of the education assistance agreement; or

(iv)

is terminated from the department for poor performance or behavior while participating in the Education Assistance Program and Non-Degree Program, including the employment period required by subsection (a)(3) of this section.

(B)

The department will cancel an employee's participation in the full-time Master's Program and require the student to repay, in accordance with §5.10 of this title, all funds associated with the assistance received from the department, including any portion of the employee's salary that was paid and not accounted for as paid vacation or compensatory leave, if the employee fails to complete the full-time Master's Program in four semesters unless an extension is granted based on the approved degree program by the director of the Human Resources Division.

(C)

The department will cancel an employee's participation in the Degree Completion Program and require the student to repay, in accordance with §5.10 of this title, all funds associated with the assistance received from the department, including any portion of the employee's salary that was paid and not accounted for as paid vacation or compensatory leave, if the employee:

(i)

withdraws from the institution;

(ii)

is removed or prohibited from attending the institution;

(iii)

fails to complete the degree program in three semesters, unless an extension is granted based on the approved degree program by the director of the Human Resources Division;

(iv)

fails to comply with one or more terms of the education assistance agreement; or

(v)

is terminated from the department for poor performance or behavior while participating in the program, including the employment period required by subsection (a)(4) of this section.

(D)

[ (C) ] An employee is liable to the department for any reasonable expense incurred in obtaining payment, including reasonable attorney's fees.

(2)

Suspension. If an employee is placed on disciplinary probation, the department may suspend for either an indefinite or fixed period of time, the employee's participation in the Education Assistance Program, Non-Degree Program, Degree Completion Program, or full-time Master's Program.

(d)

Repayment.

(1)

Education Assistance and Non-Degree Program.

(A)

Non-Degree Program. An employee who is removed or voluntary withdraws from the Non-Degree Program prior to completing the course(s) is liable for repayment of all assistance provided by the department for the course(s) taken.

(B)

Education Assistance Program. An employee pursuing a degree who is removed or voluntarily withdraws from the Education Assistance Program, or who separates from department employment, shall repay all assistance provided by the department for courses taken to that point. If an employee, after completing all degree requirements, fails to complete the required work obligation, then he or she will be responsible for all educational assistance provided by the department. There is no pro-ration system to defray any portion of the debt. An employee must work the entire defined work period to pay off the incurred debt.

(2)

Full-time Master's Program and Degree Completion Program . Employees who are removed from either program [ the full-time Master's Program ], who withdraw from either [ this ] program, separate from department employment while participating in either [ the ] program, or who complete their degree but fail to complete their work obligation are liable for repayment of all educational assistance provided by the department during the time spent in either [ the ] program. For employees not performing their regular duties for three or more months while participating in either [ the ] program, the repayment obligation includes salary not accounted for as paid vacation or compensatory leave. There is no pro-ration system to defray any portion of the debt. An employee must work the entire defined work period to pay off the incurred debt.

(3)

Repayment schedule. In repayment situations, the director of the Human Resources Division or designee will work with the district/division/office/administration and the Finance Division to determine the requirements. Employees will follow the repayment schedule set by the department. For each program [ both programs ], the department will establish a repayment schedule of:

(A)

up to 60 equal monthly installments beginning 90 days after the effective date of cancellation or termination of employment; and

(B)

minimum installments based on the student's ability to repay and amount of funds owed, with a minimum installment requirement of $20 per month.

(4)

Costs of collection. An employee is liable to the department for any reasonable expense incurred in obtaining payment, including reasonable attorney's fees.

(5)

Course Failure. Employees taking classes under either the Education Assistance Program, full-time Master's Program, Degree Completion Program, or Non-Degree Program who fail to complete or pass a course must repay funds provided by the department for that course. If the employee repays the department for the course, the employee may continue in the education program. The failure of a course does not constitute immediate removal from the Education Assistance Program, Non-Degree Program, Degree Completion Program, and full-time Master's Program. Employees may complete course(s) already paid for. However, no new course(s) will be paid for until the employee repays the cost of the failed course.

(A)

The department will establish a repayment schedule of up to 12 equal monthly installments beginning 60 days after verification of failure or non-completion.

(B)

The department will not pay expenses incurred to retake the same course or take a substitute for that course.

(6)

Credit Bureau Notification. The department will notify appropriate credit bureaus or agencies if an employee fails to repay the department or fails to adhere to the terms of the employment.

(7)

Waiver. The executive director may approve a deferral or extension of the prescribed repayment period if the student demonstrates an inability to pay due to a hardship. The Texas Transportation Commission, by minute order, may approve the reduction or cancellation of the debt or service requirements for a full-time Master's Program employee or Degree Completion Program employee who departs the program and begins work for another state agency, or who demonstrates an inability to pay or complete the work obligation due to a hardship. The executive director may approve the reduction or cancellation of the debt or service requirements for an Education Assistance Program or Non-Degree Program employee, under the same conditions as the commission's approval for an employee participating in the full-time Master's Program.

(8)

Continued payment responsibility. Any deferral or extension approved by the executive director does not relieve the employee of his or her responsibility to repay the funds owed.

(9)

Resumption of eligibility. If the department cancels an employee's participation in the Education Assistance Program, Non-Degree Program, Degree Completion Program, or full-time Master's Program, the employee will no longer be eligible for assistance under §4.63 of this subchapter [ title ] unless the employee has fully repaid the department in accordance with subsection (d) of this section and:

(A)

the student demonstrates that the cancellation was due to hardship; or

(B)

it has been at least three years since the department canceled the employee's participation in the Education Assistance Program.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002342

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Chapter 9. CONTRACT MANAGEMENT

Subchapter A. GENERAL

43 TAC §9.1

The Texas Department of Transportation proposes new §9.1 concerning claims for purchase contracts.

EXPLANATION OF PROPOSED NEW SECTION

Government Code, Chapter 2260, provides a resolution process for certain contract claims against the state. Chapter 2260 applies to purchase contracts of the Texas Department of Transportation entered into under the State Purchasing and General Services Act.

Subsection (a) states the purpose of the section, which is to implement Government Code, Chapter 2260.

Subsection (b) defines terms to be used in the new section.

Subsection (c) provides that a vendor may file a notice of claim with the director of contract services within 180 days after the date of the event giving rise to the claim. The claim must contain the nature of the alleged breach, the amount the vendor seeks as damages, and the legal theory of recovery.

Subsection (d) provides that the department will begin negotiations with the vendor within 60 days of the later of: the date of the termination of the contract; the completion date in the original contract; or the date the claim is received. The subsection describes the informal process of negotiation. The process is designed to expedite early resolution of claims.

Subsection (e) provides that the department will agree to nonbinding mediation if the department determines that the mediation would speed resolution of the claim or otherwise benefit the department. To limit expenses for both parties and expedite resolution, the executive director will appoint a department employee as mediator. If the vendor objects to the appointment of a department employee, the department will select and hire a private mediator. The parties will share the costs for the services of a private mediator.

Subsection (f) requires the department to make a final offer to the vendor within 90 days of beginning negotiations. The vendor must advise the director of contract services in writing within 20 days of the date of notice if the offer is acceptable.

Subsection (g) authorizes a vendor to petition for an administrative hearing if the vendor is dissatisfied with the disposition, or if the claim is not resolved before the 90th day after negotiations begin.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for the first five-year period the new section is in effect, there will be no significant fiscal implications for state or local governments as a result of enforcing or administering the new section. There are no anticipated economic costs for persons required to comply with the section as proposed.

Jennifer Soldano, Director, Contract Services Office, has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the new section.

PUBLIC BENEFIT

Ms. Soldano has also determined that for each year of the first five years that the section is in effect, the public benefit anticipated as a result of the section will be to efficiently and effectively resolve purchase contract disputes. There will be no effect on small or micro businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed new section may be submitted to Jennifer Soldano, Director, Contract Services Office, 125 East 11th Street, Austin, Texas, 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The new section is proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Government Code, Chapter 2260, which requires each unit of state government to develop rules governing the negotiation and mediation of a contract claim.

No statutes, articles, or codes are affected by the proposed new section.

§9.1.Claims for Purchase Contracts.

(a)

Purpose. Government Code, Chapter 2260, provides a resolution process for certain contract claims against the state. Chapter 2260 applies to purchase contracts of the Texas Department of Transportation entered into under the State Purchasing and General Services Act. This section governs the filing, negotiation, and mediation of a claim.

(b)

Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Claim--A claim for breach of a purchase contract between a vendor and the department.

(2)

Department--The Texas Department of Transportation.

(3)

Director of contract services--The director of the contract services office of the department.

(4)

Executive director--The executive director of the department or the director's designee not below the level of office director.

(5)

Purchase--A procurement action under Government Code, Title 10, Subtitle D, for commodities or non professional services.

(6)

Vendor--An individual, partnership, corporation, or other business entity that is a party to a written contract for a purchase with the department.

(c)

Filing of claim. A vendor may file a notice of claim with the director of contract services within 180 days after the date of the event giving rise to the claim. The claim must contain the:

(1)

nature of the alleged breach;

(2)

amount the vendor seeks as damages; and

(3)

legal theory of recovery.

(d)

Negotiation.

(1)

The executive director will begin negotiations with the vendor to resolve the claim. The negotiations will begin no later than the 60th day after the later of:

(A)

the date of the termination of the contract;

(B)

the completion date in the original contract; or

(C)

the date the claim is received.

(2)

The negotiation may be written or oral. The executive director may afford the vendor an opportunity for a meeting to informally discuss the disputed matters and provide the vendor an opportunity to present relevant information.

(e)

Mediation.

(1)

The department and the vendor may agree to nonbinding mediation. The department will agree to mediation if the executive director determines that the mediation may speed resolution of the claim or otherwise benefit the department.

(2)

The executive director will appoint a department employee as mediator. The employee must not have had any previous involvement or participation in the administration of the contract or the resolution of the claim.

(3)

If the vendor objects to the appointment of a department employee as mediator, the department will select and hire a private mediator from outside the department. The costs for the services of a private mediator will be apportioned equally between the department and the vendor.

(4)

The role of a mediator is limited to assisting the parties in attempting to reach an agreed resolution of the issues.

(f)

Final offer.

(1)

The executive director will make a final offer to the vendor within 90 days of beginning negotiations.

(2)

If the disposition is acceptable to the vendor, the vendor shall advise the director of contract services in writing within 20 days of the date of the final offer. The department will forward an agreed disposition involving payment to the vendor for a final and binding order on the claim.

(g)

Contested case hearing. If the vendor is dissatisfied with the final offer, or if the claim is not resolved before the 90th day after negotiations begin, the vendor may petition the executive director for an administrative hearing to litigate the unresolved issues in the claim under the provisions of §1.21 et seq. of this title (relating to Contested Case Procedure).

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002343

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Subchapter D. BUSINESS OPPORTUNITY PROGRAMS

The Texas Department of Transportation proposes the repeal of §§9.50-9.59 and new §§9.50-9.57, concerning Business Opportunity Programs.

EXPLANATION OF PROPOSED REPEALS AND NEW SECTIONS

Transportation Code, §201.702, entitled "Disadvantaged Business Program," requires the department to establish a business opportunities program to assist disadvantaged businesses. This program includes: setting goals for the awarding of state and federally funded contracts to disadvantaged businesses; making sure that disadvantaged businesses have full access to the department's contract bidding process; informing the businesses about the process; offering businesses assistance concerning the process; and identifying barriers to the businesses' participation in the process. In performing its statutory duty under Transportation Code, §201.702, and satisfying its requirements to the federal government as a precondition of receiving federal monies, the department has developed a single business opportunities program. This program has three parts. There are two state parts; one addressing highway construction and maintenance and the other addressing all other department contracts funded exclusively with state and local monies. The third part of the program addresses department contracts funded in whole or in part with federal funds. All three parts of the department's business opportunities program have similar objectives and procedures.

In developing its business opportunities program, the department recognizes that a successful program requires the cooperation of all members of the affected industries. To minimize disruption to the private sector, the department has developed its program based on a single set of principles that satisfies the requirements of mandated federal regulations, is consistent to the greatest extent practicable with Government Code, Chapter 2161, and satisfies the department's long term goals of maximizing the number of firms able to compete for department contracts.

The first part of the department's business opportunities program, the Historically Underutilized Business (HUB) program, is modeled on, and where practicable, consistent with, the state Historically Underutilized Business program described in Government Code, Chapter 2161. The department's HUB program addresses contracts funded entirely with state and local monies for department activities other than highway construction and maintenance. The second part, the new Small Business Enterprises program (SBE), is open to all small businesses that meet the required size limitations and applies only to highway construction and maintenance contracts. The department's federally required Disadvantaged Business Enterprises program (DBE) applies to all contracts funded in whole or in part with federal monies.

The department, through its business opportunities program, strives to achieve the greatest practicable coordination with other government programs designed to aid disadvantaged businesses in gaining equal access to public contracts. This coordination includes making use of the General Services Commission's certified Historically Underutilized Businesses (HUBs), entering into interagency agreements to have businesses that are certified under the federal Disadvantaged Business Enterprise (DBE) program cross-certified as HUBs, and reporting relevant disadvantaged business participation to the state agencies charged with gathering that information. The department will generally refer to state HUB law procedures for guidance in removing barriers that may keep disadvantaged businesses from having equal access to department contracts. The department has designed its SBE program to complement the department's HUB program by making certified HUBs and DBEs automatically eligible to be part of the new SBE program. The department also designed the SBE program to gather HUB data in certain circumstances involving the SBE program.

Transportation Code, §201.702, requires that the goals established for state funded contracts must approximate the federal requirements for federal money used for highway construction and maintenance. The United States Department of Transportation's Disadvantaged Business Enterprise Program, as described in 49 CFR Chapter 26, sets out the requirements for a state to follow in setting participation goals and assuring that disadvantaged businesses have equal access to federally funded contracts. As described in these rules, the Texas Transportation Commission, by minute order, will establish goals for the HUB and SBE programs. These rules are designed to give the commission the greatest possible latitude for establishing the HUB and SBE goals within the parameters established by controlling federal case law and consistent with Government Code, Chapter 2161.

The department has recently established its goals for disadvantaged business participation in federally funded contracts. The department did include in its goal setting methodology information from the State of Texas Disparity Study referenced in Government Code, Chapter 2161, which includes information regarding department contracts performed by certain disadvantaged businesses. The department anticipates continuing to examine the disparity between the availability of all disadvantaged businesses and the actual participation of those businesses in department contracts to determine the appropriate goals for the three parts of the department's business opportunity programs. In order to be included in the data forming the basis of that study, the department will operate its business opportunities programs as consistently as practicable with the state HUB program.

These rules are proposed to: make the department's business opportunities programs compliant with recent federal regulatory changes; modify its program consistent with legislative amendments to the state HUB program; and create the Small Business Enterprises program. The structure of the rules has been changed to assist the department's stakeholders in understanding the department's operations. In addition, several wording and grammatical revisions have been incorporated for clarification.

To provide clarification and better organization of rules relating to the business opportunities program, the department finds it necessary to propose the repeal of existing §§9.50-9.59, and to propose the contemporaneous adoption of the reenacted subject matter in new §§9.50-9.57, in an amended form to: implement the previously cited statutes; comply with federal regulations; make department operations as consistent as practicable with state affirmative action programs; create the new Small Business Enterprises program; reflect minor wording changes; and rephrase wording for clarity, continuity and proper style. The following section by section analysis more specifically explains the substantive revisions that will appear in the new sections.

Section 9.50

Section 9.50 describes the purpose of this subchapter, which includes implementing the existing DBE, HUB, and new SBE programs to comply with Transportation Code, §201.702, and 49 CFR Part 26.

Section 9.51

Section 9.51 provides the definitions and terms used in this subchapter. In this new section, certain definitions have been added or revised from the existing rule to provide clarification and reference the proper statutory authority. These revisions are necessary to comply with new federal DBE regulations contained in 49 CFR Part 26. The definition of "Good faith efforts" has been added to comply not only with the federal DBE program, but to be consistent with the state HUB program described in Government Code, Chapter 2161. Other definitions have been added to implement the new SBE program. The definitions of "Building contract," "Construction contract," "DBE, HUB or SBE participation goal," "Maintenance contract," and "Small Business Enterprise," have been added or revised to accommodate the new SBE program. The definition of "Small business enterprise" includes a provision that businesses meeting this definition are considered "disadvantaged" for purposes of the SBE program.

Section 9.52

Section 9.52 reflects new DBE/HUB/SBE program policy objectives in accordance with new federal DBE regulations contained in 49 CFR §26.1, and makes the department's HUB program consistent to the extent practicable, both in objectives and procedures, with HUB legislation passed by the 76th Legislature, 1999. This section also describes the role that the SBE program has in the department's efforts to serve disadvantaged businesses as directed by Transportation Code, §201.702.

Section 9.53

Section 9.53 has been reorganized to consolidate the various DBE provisions into a single area of the rules. This reorganization will help department stakeholders access information regarding the department's federal DBE program. Revisions have also been made in order to complement the department's HUB and SBE programs.

The section addresses the establishment of goals and how credit towards goals can be earned satisfying federal requirements in 49 CFR part 26. These rules also reflect the new federal DBE requirements contained in 49 CFR §26.45 which requires that the maximum feasible portion of the department's overall DBE goal will be met using race-neutral means.

Subsection (c) clarifies the contractor's responsibility under the DBE program as required by the new federal regulations. Subsection (c)(2)(A) refers to the criteria describing good faith efforts found at 49 CFR Part 26, Appendix A. These criteria specify the documented activities expected from a contractor who is unable to meet a contract DBE goal.

Subsection (d) reflects the Disadvantaged Business Enterprise certification procedures required by new federal regulations contained in 49 CFR Part 26. The following describes specific revisions to conform with these federal regulations.

Subsection (d)(1) includes provision for a Unified Certification Program (UCP) agreement with other USDOT recipients in the state. This agreement will provide one-stop shopping for firms applying for DBE certification. The agreement will be signed by the department by March, 2002.

Subsection (d)(1) specifies that the department will certify a qualified applicant as a DBE within 90 days from the request unless the department notifies the firm of a 60-day extension. Subsection (d)(3) provides that, consistent with federal requirements, out-of-state DBEs must be certified as DBEs in the state of their principal place of business. Subsection (d)(4) clarifies that the department's duty to safeguard certification information is subject to the Texas Public Information Act.

The certification standards contained in subsection (d)(4) refer to the eligibility standards listed in Subpart D of 49 CFR Part 26. Application information submitted by a firm seeking DBE certification that may reasonably be regarded as proprietary will be safeguarded by the department from disclosure to unauthorized persons to the extent permitted by law. An exception is that personal financial information that would have to be provided to the United States Department of Transportation (USDOT) as part of the administrative record may be disclosed for that purpose.

Subsection (d)(4)(A) requires that applicant firms submit a signed notarized affidavit certifying that each owner is socially and economically disadvantaged. In addition, subsection (d)(4)(B) requires that each socially and economically disadvantaged applicant firm owner submit a signed, notarized statement of personal net worth. Individuals whose personal net worth exceeds $750,000 will not be considered to be socially and economically disadvantaged.

Subsection (d)(5)(A) states that DBEs will be certified for the specific types of work where the qualifying owners have the ability to control the firm. Subsection (d)(5)(A)(iv) includes the addition of businesses operating under a franchise or lease agreement as eligible to apply for DBE certification.

Subsection (d)(7) requires that applicants verify by affidavit their recertification request every three years. Subsection (d)(7)(A) provides that DBE certification will be for a period of three years with provision for an annual affidavit affirming there have been no changes affecting the firm's eligibility.

Subsection (d)(8) requires that in those instances when a firm is denied DBE certification, the department must notify the applicant in writing of its decision to deny certification with the reasons for denial. Further provisions are made which allow the applicant to respond to the department's notice of certification denial.

Subsection (d)(9) allows for a third party to challenge the eligibility of a firm that is either certified or seeking certification as a DBE. Should the department determine, following the review of the challenged firm's record, that the challenged firm is ineligible for DBE certification, the challenged firm will have the opportunity to either have an informal hearing conducted or present information and arguments in writing. As required by federal regulations, and at the complainant's election, the department will keep the identity of the complainant confidential, to the extent permitted by law. If non-disclosure of the complainant's identity hinders the investigation, the complaint may be subject to being dismissed. This subsection allows the department the discretion to proceed or dismiss the case if the complainant does not waive confidentiality.

Subsection (d)(10) contains provisions for informal hearings and requires that an informal hearing be presided over by a department official who did not take part in the actions leading to or seeking to remove the challenged firm's eligibility. This department official will make the decision regarding the firm's DBE eligibility. Subsection (d)(10) also limits the basis on which the department can deny a firm's application for DBE certification.

Subsection (d)(11) requires that in those instances when a contractor or subcontractor has its DBE eligibility removed prior to contract execution, neither the department nor a contractor shall receive goal credit. Contractors will further be required to either substitute a certified firm for the ineligible firm or demonstrate their good faith efforts to do so.

Subsection (d)(12) reflects the department's efforts, consistent with federal requirements, to help potential contractors identify DBE firms for subcontracting opportunities.

Subsection (e) includes new federal requirements, outlined in Subpart C of 49 CFR Part 26, regarding DBE goals, good faith efforts, and crediting DBE participation. Subsection (e)(1) provides a method for reporting race-neutral DBE participation.

Subsection (e)(2)(A) provides that, in addition to other requirements of law, the commitment agreement must be in place before a contract can be awarded. Subsection (e)(2)(A)(i)(VI) requires the commitment agreement be signed by both the contractor and the proposed DBE. Subsection (e)(2)(B) clarifies that in circumstances when a particular contract goal has not been met, the contractor is responsible for documenting the good faith efforts it made to obtain DBE participation. Subsection (e)(2)(A)(ii) requires that participation credit be given to DBE prime contractors for only that amount of work performed by the DBE's own forces or subcontracted to DBE subcontractors.

Subsection (e)(3) updates department reporting practices. Subsection (e)(3)(A) requires that payments made to DBE firms by contractors be reported to the department. This requirement extends to DBE subcontracts which are awarded without a goal and to second-tier contracts awarded by DBE firms to non-DBE firms.

Subsection (e)(3)(A) also clarifies the language describing the content of required reports from contractors.

Subsection (e)(3)(B) has been revised to delete unnecessary references. By referring directly to the contract provision at issue, the possibility for confusion is reduced.

Subsection (e)(6)(A)(ii) allows DBE contractors and subcontractors to utilize leased employees in conjunction with the requirements contained in 49 CFR §26.71(q) and Labor Code, §91.005.

Subsection (e)(7)(B)(iii) provides that a request to replace a DBE subcontractor will be denied if the DBE firm is able and willing to carry out the terms of the contract.

Section 9.54

Section 9.54 has been reorganized to consolidate the various HUB provisions into a single area of the rules. This reorganization will help department stakeholders access information regarding the department's HUB program.

Subsection (a) describes the scope of the department's HUB program which includes all state and locally funded projects, other than highway construction and highway maintenance contracts. The department, under its authority in Transportation Code, 201.702, to operate a business opportunities program has included in its HUB program those areas most similar to other state contracting opportunities.

Section 9.54 is developed under authority of Transportation Code, §201.702, and intended to be consistent where practicable with both Government Code, Chapter 2161, and the department's DBE and SBE programs. An explanation of these changes follows.

Subsection (b)(1) clarifies that the Texas Transportation Commission will set annual participation goals. This subsection also describes the factors the commission will use to establish these goals. By adopting its annual goals through a public commission meeting, the public can comment on the department's annual HUB goals.

To maintain consistency with the state HUB program requirements contained in Government Code, Chapter 2161, subsection (b) states that the commission will establish an overall annual HUB participation goal and that the department will assign individual contract goals as necessary to achieve the overall goal. Subsection (b)(1) describes the process by which the commission will establish annual goals making use of disparity studies, including the disparity study described in Government Code, §2161.002(c), or its replacement, as well as other relevant information. The department has used the disparity study described in Government Code, §2161.002(c), and other data to establish goals for its federal DBE program. Making use of this or other disparity studies for establishing its HUB goals satisfies the requirement in Transportation Code, §201.702(b), that the state goal approximate the federal requirements for the use of federal monies in highway construction.

Subsection (c)(2)(B) clarifies that contract goals will be used only for that portion of the department's goals that cannot be satisfied through the use of outreach, education, or other race neutral means.

Subsection (c) describes a contractor's obligations under the department's HUB program. The objective is to make the department's HUB program consistent with Government Code, Chapter 2161, to the extent possible while not creating a second set of requirements for contractors that participate in both state and federally funded contracts.

Subsection (c)(1) is designed to be consistent with the state program that requires a participation plan for contracts without goals. The department's participation plan is made a condition of award consistent with the federal DBE program and serving the same purposes as the subcontracting plan required by Government Code, Chapter 2161.

Subsection (c)(2), by addressing contracts with goals, also emulates Government Code, Chapter 2161, and requires subcontractor commitment agreements. Also consistent with federal requirements, the commitment agreements are required as a condition of award. Subsection (c)(2)(A), consistent with the federal DBE program, requires the commitment agreement to include the original signatures of the contractor and the HUB.

Subsection (c)(2)(B) clarifies that in circumstances when a particular contract goal has not been met, the contractor is responsible for documenting the good faith efforts it made to obtain HUB participation.

Subsection (c)(3) describes reporting practices that contractors must follow. Subsection (c)(3)(A) requires that payments made to HUB firms by contractors be reported to the department. This requirement extends to HUB subcontracts which are awarded without a goal being attached to the project and to second-tier contracts awarded by HUB firms to non-HUB firms. This reporting requirement will aid the department in determining what percentage of its race conscious goals should be assigned under Transportation Code, §201.702, and to better asses its outreach and marketing efforts to assist HUB firms through race-neutral measures.

Subsection (c)(4) states that all payments to HUBs for work performed, including all subcontracted work, will be credited toward goals on contracts within the HUB program.

Subsection (c)(5) makes HUB subcontracting requirements consistent with the federal DBE program. The percentages of work that can be subcontracted and are permitted by the GSC HUB program have been retained.

Subsection (d)(1) describes the memorandum of agreement between the department and the General Services Commission regarding the certification of Historically Underutilized Businesses. Subsection (d)(3) describes the process to be utilized in instances where a firm's certification as a Historically Underutilized Business is challenged. This subsection specifies that a business certified as a HUB, based on its status as a DBE, will lose its HUB certification if a successful challenge is made to the certification of the DBE.

Section 9.55

Section 9.55 creates the new Small Business Enterprises program. The various provisions affecting the SBE program have been placed in this single area of the rules. This organization of the rules will help department stakeholders access information regarding the department's SBE program. The department, under its authority in Transportation Code, §201.702, to develop programs for disadvantaged businesses has chosen to develop the SBE program to assist disadvantaged businesses in the highly specialized fields of highway construction and maintenance. The department has designed the SBE program to mirror the DBE and HUB programs whenever practicable so that members of the affected industry will not be confronted with different rules based solely on whether a project is funded with federal as opposed to state or local dollars.

Subsection (a) describes the scope of the department's SBE program which includes highway construction and highway maintenance projects funded with state and local monies.

Subsection (b) describes the procedure for establishing annual and contract goals. The commission, in a procedure similar to that required by the federal DBE program and roughly equivalent to the HUB goal setting procedures will establish annual goals based on the availability of SBE firms. By setting goals at a public meeting, the public can comment on proposed SBE goals. The department, based on the subcontracting opportunities for SBEs, will establish contract goals as necessary to meet the annual goal.

Subdivision (c) mirrors the contractor's obligations to HUB and DBE subcontractors. These obligations will be included in a provision made a part of the prime contract.

Subsection (c)(1) requires that contracts without an assigned goal include a provision that encourages contractors to use disadvantaged businesses and prohibits discrimination.

Subsection (c)(2) requires, in a manner very similar to the HUB program, that contracts with an assigned goal include a provision addressing commitment agreements and good faith efforts. Similar to the HUB and DBE programs, commitment agreements are required as a condition of award.

Subsection (c) describes the reporting requirements contractors must meet in the SBE program. These reporting requirements mirror those of the HUB program and are designed to capture all instances when a SBE performs work on a department contract subject to this section.

Subsection (c)(4) describes how and under what circumstances a contractor can claim credit for using a SBE firm. This subsection gives credit for expenditures given to contractors employing SBEs in the same manner that credit is given for employing HUBs.

Subsection (c)(5) has been included as a limitation on SBE contractors and subcontractors. The same limitations in the HUB program on the percentage and type of work that may be subcontracted also apply to the SBE program. The SBE program also mirrors the HUB program in the requirements that a contractor not provide an SBE work crews and only lease equipment to an SBE if there is a separate lease agreement and only provide an operator for the equipment if the machinery is of a specialized nature.

Subsection (d) describes the certification criteria and procedures. DBE/HUB certified firms are automatically eligible for SBE certification without needing to apply. All other firms must make application demonstrating their qualifications under subsection (d)(2). These qualifications mirror the requirements of the HUB program as presently interpreted by GSC, with the exception that race, gender, and ethnicity are not considered.

Subsection (d)(3) and (4) describe the procedure the department uses in certifying, reviewing, and evaluating the eligibility of firms to be included in the SBE program. These procedures, to the extent possible, mirror the certification procedures for the DBE program. Subsection (d)(5) provides for recertification after a firm has been in the SBE program for two years. All firms must then re-apply under the procedures mandated for non-DBE/HUB firms.

Paragraph (6) describes the procedure the department must follow in denying an application. This procedure is designed to follow the same steps as the department follows in denying DBE certifications. Subsection (d)(7) provides for third parties to challenge an SBE firm's inclusion in the SBE program. This third party challenge procedure is the same as that available to challenge the status of DBE firms. Subsection (d)(8) provides that the department will maintain a directory of certified SBEs, to be made available to interested parties.

Section 9.56

Section 9.56 addresses contract compliance requirements generally applicable to DBE, HUB, and SBE firms. Policies and practices applicable to the DBE and HUB programs have been extended to cover the SBE program. Uniformity of rules and procedures consistent in all three programs aids the department, contractors, and DBE/HUB/SBE subcontractors in maintaining consistent standards of conduct. The department proposes §9.56 to implement Transportation Code, §201.702, to satisfy requirements of the federal DBE regulations, and to be consistent with Government Code, Chapter 2161.

Subsection (b) clarifies the language of this section and explains the requirement that a contractor representative be assigned on contracts with an SBE goal.

Subsection (c) includes the requirement that contractors not withhold or reduce payments to SBE firms inconsistent with industry practices.

Subsection (d) includes SBEs in the list of firms that must comply with the terms of their individual contracts.

Subsection (e) adds the requirement that DBE, HUB, or SBE firms submitted on a commitment agreement not be terminated without prior approval of the department. This provision is required by federal regulations for DBE firms and has been extended to HUB and SBE firms to bring consistency to department operations.

Subsection (g) extends to contractors employing HUB and SBE firms the same protections in responding to a charge of non-compliance as exists in the DBE program.

Subsection (h) extends the department's authority to impose sanctions against firms not complying with the SBE program requirements. Subsection (h)(3) describes when the department will impose sanctions. This section more accurately reflects the department's policy to ensure that all firms have a level playing field on which to compete for department projects.

Section 9.57

Section 9.57 explains that complaints filed under these rules must be in writing. Subsection (d)(1)(B) concerning appeals by a DBE company, includes the new federal requirements contained in 49 CFR §26.89 and §26.103 regarding the deadlines for filing appeals with USDOT. Firms that believe they have been wrongly denied certification or that have challenged certification, may appeal a department decision to USDOT within 90 days after the date of the department's final decision. Firms alleging discrimination on a federally funded contract or aggrieved by a department decision related to the DBE program may file an appeal with USDOT within 180 days after the date of offense or continuing course of conduct was discovered.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for the first five-year period the repeals and new sections are in effect, there will be fiscal implications to the state. New requirements contained in §9.54 regarding the HUB participation plan to be submitted when no contract goal is assigned will result in additional duties for department personnel relating to the evaluation of this plan. Likewise, new reporting requirements contained in §9.53 regarding race-neutral participation will also result in additional duties for department personnel related to the evaluation and data entry of these reports. In addition to these duties, personnel located in each of the department's 25 district offices will require training concerning the administration of new requirements associated with the proposed new DBE, HUB, and SBE Programs. Annual costs associated with these additional duties for department personnel are estimated at approximately $80,000 for the first fiscal year and $40,000 for each of the following four fiscal years.

There will also be economic costs for persons required to comply with the sections as proposed. The fiscal implications will be to the contracting community as a result of proposed new §9.53 and §9.54 regarding the HUB participation plan and race-neutral reporting requirements previously mentioned. Additional recordkeeping requirements associated with the HUB participation plan proposed in §9.54 are expected to result in an annual cost of approximately $50 for each contract subject to these requirements. Likewise, additional recordkeeping requirements associated with race-neutral participation proposed in §9.53 are estimated to result in an annual cost of $480 for each contract subject to these requirements.

There will be no fiscal implications to local governments as a result of implementing the proposed repeals and new sections.

Thomas Bohuslav, Director, Construction Division has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the repealed and new sections.

PUBLIC BENEFIT

Mr. Bohuslav has also determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing and administering the repeals and new sections will be to comply with federal law, to streamline the department's DBE and HUB operations, to increase the numbers and types of businesses eligible for inclusion in the department's programs, and to improve program administration. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed repeals and new sections may be submitted to Mr. Thomas Bohuslav, Director, Construction Division, 125 East 11th Street, Austin, Texas, 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

43 TAC §§9.50-9.59

(Editor's note: The text of the following sections proposed for repeal will not be published. The sections may be examined in the offices of the Texas Department of Transportation or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin.)

STATUTORY AUTHORITY

The repeals are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, §201.702, and 49 CFR Part 26, which require the department to establish a program to give disadvantaged businesses full access to the department's contract bidding process.

No statutes, articles, or codes are affected by the proposed repeals.

§9.50.Purpose.

§9.51.Definitions.

§9.52.Policy.

§9.53.Applicability.

§9.54.DBE/HUB Goals.

§9.55.Good Faith Effort.

§9.56.DBE Certification.

§9.57.HUB Certification.

§9.58.Contract Compliance.

§9.59.Business Opportunity Programs Complaints.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002344

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


43 TAC §§9.50-9.57

STATUTORY AUTHORITY

The new sections are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, §201.702, and 49 CFR Part 26, which require the department to establish a program to give disadvantaged businesses full access to the department's contract bidding process.

No statutes, articles, or codes are affected by the proposed new sections.

§9.50.Purpose.

This subchapter establishes policies and procedures to implement the department's Disadvantaged Business Enterprise (DBE), Historically Underutilized Business (HUB), and Small Business Enterprise (SBE) programs in compliance with Transportation Code, §201.702 and Title 49, Code of Federal Regulations (CFR), Part 26, and consistent, to the extent possible, with Government Code, Chapter 2161. This subchapter also establishes policies and procedures for resolving business complaints concerning the DBE, HUB, and SBE programs.

§9.51.Definitions.

The following words and terms, when used in this subchapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Building contract--A contract entered under Transportation Code, Chapter 223, Subchapter A, for the construction or maintenance of a department building or appurtenant facilities.

(2)

Business opportunity programs section (CSTB) of the Construction Division--The department office that certifies DBEs and SBEs and administers the DBE, HUB, and SBE programs.

(3)

Commission--The Texas Transportation Commission.

(4)

Construction contract--A contract entered under Transportation Code, Chapter 223, Subchapter A, for the construction or reconstruction of a segment of the state highway system.

(5)

DBE certification--The process governed by 49 CFR Part 26 which verifies an applicant's eligibility to be a DBE.

(6)

DBE joint venture--An association of a DBE firm and one or more other firms to carry out a single business enterprise for profit for which purpose they combine their property, capital, efforts, skills, and knowledge, and in which the DBE is responsible for a distinct, clearly defined portion of the work of the contract and whose share in the capital contribution, control, management, risks, and profits of the joint venture are commensurate with its ownership interest.

(7)

DBE, HUB, or SBE participation goal--A number representing participation in contracts and purchasing by a DBE, HUB, or SBE firm determined by a percentage of the total cost of the contract or purchase.

(8)

Department--The Texas Department of Transportation.

(9)

Director--The Director of the Construction Division of the department.

(10)

Disadvantaged Business Enterprise (DBE)--As defined in 49 CFR §26.5, a for profit small business concern which is at least 51% owned by one or more socially and economically disadvantaged individuals, or in the case of a publicly owned business, at least 51% of the stock of which is owned by one or more socially and economically disadvantaged individuals, and whose management and daily business operations are controlled by one or more of the socially and economically disadvantaged individuals who own it.

(11)

District engineer--The chief administrative officer in charge of a district of the department.

(12)

Division--An organizational unit in the department's Austin headquarters.

(13)

Executive director--The executive director of the department or designee not below the level of assistant executive director.

(14)

Federal-aid contract--A contract between the department and a contractor that is paid for in whole or in part with United States Department of Transportation or other federal financial assistance.

(15)

GSC--The General Services Commission.

(16)

Good faith efforts--Efforts to achieve a DBE, HUB, or SBE goal that, by their scope, intensity, and appropriateness to the objectives, can reasonably be expected to fulfill the program requirements, even if they are not fully successful.

(17)

Historically Underutilized Business (HUB)--Any business so certified by the General Services Commission.

(18)

Liquidated damages--Project-related damages to the department's DBE/HUB/SBE programs separate from those costs associated with construction engineering costs.

(19)

Maintenance contract--A contract entered under Transportation Code, Chapter 223, Subchapter A, for the maintenance of a segment of the state highway system.

(20)

Operating administration--The Federal Highway Administration (FHWA), Federal Aviation Administration (FAA), or Federal Transit Administration (FTA).

(21)

Packager--A person or firm engaged in the commercial packing of materials or supplies produced by others.

(22)

Race-neutral DBE or HUB participation--Any participation by a DBE or HUB through customary competitive procurement procedures.

(23)

Small Business Enterprise (SBE)--A firm (including its affiliates) whose annual gross receipts do not exceed the U.S. Small Business Administration's size standards for four consecutive years. The U.S. Small Business Administration's size standards are categorized by four-digit Standard Industrial Classification (SIC) codes as stated in 13 CFR §121.201. A firm must meet the size standard for the SIC code designated by the principal business of the firm. The department considers those firms that meet these size standards to be disadvantaged.

(24)

Socially and economically disadvantaged individuals--As defined in 49 CFR §26.5, individuals who are United States citizens or lawfully admitted permanent residents and who the department finds to be socially and economically disadvantaged on a case-by-case basis or who are members of the following groups which are rebuttably presumed to be socially and economically disadvantaged:

(A)

Black Americans which includes persons having origins in any of the Black racial groups of Africa;

(B)

Hispanic Americans which includes persons of Mexican, Puerto Rican, Cuban, Dominican, Central or South American, or other Spanish or Portuguese culture or origin, regardless of race;

(C)

Native Americans which includes persons who are American Indian, Eskimo, Aleut, or native Hawaiian;

(D)

Asian-Pacific Americans which includes persons whose origins are from Japan, China, Taiwan, Korea, Burma (Myanmar), Vietnam, Laos, Cambodia (Kampuchea), Thailand, Malaysia, Indonesia, Philippines, Brunei, Samoa, Guam, the Commonwealth of the Northern Marianas or the United States Trust Territories of the Pacific Islands (Republic of Palau), Macao, Fiji, Tonga, Kirbati, Juvalu, Nauru, Federated States of Micronesia, or Hong Kong;

(E)

Subcontinent Asian-Americans which includes persons whose origins are from India, Pakistan, Bangladesh, Bhutan, the Maldives Islands, Nepal, or Sri Lanka; or

(F)

women.

§9.52.Policy.

It is the policy of the department to:

(1)

ensure that DBEs, HUBs, and SBEs shall have an equal opportunity to participate in the performance of contracts;

(2)

create a level playing field on which DBEs, HUBs, and SBEs can compete fairly for contracts and subcontracts;

(3)

ensure nondiscrimination on the basis of race, color, national origin, or gender in the award and administration of contracts;

(4)

ensure that the DBE program is narrowly tailored in accordance with applicable law;

(5)

ensure that only firms that fully meet 49 CFR Part 26 eligibility standards are permitted to participate as DBEs;

(6)

help remove barriers to the participation of DBEs, HUBs, and SBEs in department contracts;

(7)

assist in the development of firms that can compete successfully in the market place outside the DBE, HUB, and SBE programs; and

(8)

develop and maintain a program in order to facilitate contracting opportunities for small businesses.

§9.53.Disadvantaged Business Enterprise (DBE) Program.

(a)

Applicability. The DBE program is applicable to all department contracts and purchases funded in whole or in part with federal funds received from the United States Department of Transportation (USDOT) through the Federal Highway Administration, Federal Transit Administration, or the Federal Aviation Administration.

(b)

DBE goals. The department will establish overall annual DBE participation goals. The goals will be published in the Texas Register and other media as appropriate. Individual contract goals will be established as necessary to achieve the overall goal.

(1)

Annual goals. Each year the department will establish an agency DBE goal pursuant to the two-step process specified in 49 CFR §26.45. The first step will be to establish a base figure for the relative availability of DBEs. The second step will be to examine relevant evidence available in the department's jurisdiction to determine what adjustment, if any, is needed to the base figure in order to arrive at the overall goal. The department will accept public comments regarding the goals and the methods for establishing the goals for at least 45 days from the publication date of the notice in the Texas Register. The maximum feasible portion of the department's overall DBE goal will be met using race-neutral means. Quotas will not be used in the administration of the department's DBE program. The annual goal will be consistent with the federal requirements of USDOT and compatible with other applicable state and federal laws.

(2)

Contract goals. Individual contracts are assigned DBE goals based on the availability of qualified DBEs, work site location, dollar value of the contract, and type of work items specified in the contract. The department will assign individual contract goals for DBE participation in federal-aid highway improvements, building construction and maintenance, professional services, aviation, public transportation, private consultant services, and purchasing contracts as necessary to cumulatively meet the annual DBE goals that are not being met through race-neutral means.

(c)

Good faith effort.

(1)

The department will make a good faith effort to meet or exceed the annual goals as described in subsection (b)(1) of this section.

(2)

The obligation of the contractor is to make a good faith effort to meet the contract goal. When a specific contract goal is not being met by a contractor, the contractor must document the good faith efforts taken to obtain DBE participation.

(A)

The department will consider the contractor to have made a good faith effort when it complies with Appendix A to 49 CFR Part 26.

(B)

If the department determines that the contractor has failed to meet the good faith effort requirements, the contractor will be given an opportunity for reconsideration by a division director who did not have any role in the original determination. The contractor will be given the opportunity to provide written documentation and/or meet with the division director to discuss the issues. A written determination will be issued to the contractor by the division director. The determination is not administratively appealable to USDOT.

(d)

DBE certification.

(1)

Responsibility. The department will participate in a Unified Certification Program (UCP) pursuant to 49 CFR §26.81. A UCP agreement with other DOT recipients in the state will be signed by the department by March 2002. The agreement will provide one-stop shopping for firms applying for DBE certification so that an applicant is required to apply only once for a DBE certification that will be honored by all DOT recipients in the state. Within 90 days after receiving all information required from the applicant, the department will certify a small business as a DBE if it qualifies with all certification standards of Subpart D of 49 CFR Part 26. With written notification to the firm, the department may extend the time period for an additional 60 days. Firms are certified for a three-year period. An annual affidavit, affirming that there have been no changes affecting the firm's eligibility, is required. The department must be notified, in writing, within 30 days of any change affecting the eligibility of a firm. The notice must take the form of an affidavit sworn to by the owners of the firm and properly notarized and executed under penalty of perjury of the laws of the United States.

(2)

Requests. A business must submit a written request for certification as a DBE using an application form approved by the department. A DBE firm may renew its certification using an abbreviated application unless the following situations require that the long form be completed:

(A)

a DBE's certification has lapsed;

(B)

the firm's previous application was withdrawn; or

(C)

there is a change of ownership or control of a certified firm at any time.

(3)

Out-of-state firms. An out-of-state firm must be certified by the UCP in the state in which it maintains its principal place of business.

(4)

Certification standards. A firm must meet each of the eligibility standards of Subpart D of 49 CFR Part 26 to be certified. A firm seeking certification has the burden of demonstrating by a preponderance of the evidence that it meets the certification standards. DBE firms and firms seeking DBE certification shall cooperate fully with department requests for information relevant to the certification process. Failure or refusal to provide such information is grounds for denial or removal of certification. To the extent permitted by law, the department will safeguard from disclosure to unauthorized persons information gathered as part of the certification process that may reasonably be regarded as proprietary or other confidential business information. Confidential information may be provided to a third party only with the written consent of the individual to whom the information pertains. An exception to this requirement is when personal financial information would have to be provided to DOT as part of the administrative record. DOT will treat the information as confidential.

(A)

Applicant firms must submit a signed, notarized certification that each presumptively disadvantaged owner is, in fact, socially and economically disadvantaged.

(B)

Each socially and economically disadvantaged individual making up the 51% social and economic disadvantaged ownership in the applicant firm must submit a signed, notarized statement of personal net worth, with appropriate supporting documents. If the personal net worth statement exceeds $750,000, the individual's presumption of economic disadvantage is rebutted, the individual is no longer eligible for participation in the DBE program and cannot regain eligibility.

(5)

Certification categories.

(A)

Schedule A. This category includes, but is not limited to, trucking firms, manufacturers, regular dealers, construction firms, general contractors, franchisees or licensees, and specialty contractors. A firm may apply for DBE status using the Schedule A application form.

(i)

Construction firms, general contractors, trucking firms, and specialty contractors. The department will certify a firm as a DBE if it meets all other certification requirements set forth in Subpart D of 49 CFR Part 26. The firm will be certified for the specific types of work in which the socially and economically disadvantaged owner(s) have the ability to control the firm.

(ii)

Regular dealers. The department will certify a firm as a DBE if it meets all other certification requirements set forth in Subpart D of 49 CFR Part 26, engages in the purchase and sale of the products as its principal business and in its own name, is not a broker or packager; and

(I)

owns, operates, or maintains a store, warehouse, or other establishment in which materials, supplies, articles, or equipment required for a contract are bought, kept in stock, and regularly sold or leased to the public in the usual course of business; or

(II)

is a dealer in bulk items such as steel, cement, gravel, stone, petroleum products, and asphalt products not kept in stock which are distributed or delivered using equipment owned or operated by the firm (Any supplementing of regular dealers' own distribution equipment shall be by a long-term lease agreement and not on an ad hoc or contract-by-contract basis).

(iii)

DBE manufacturer. The department will certify a manufacturer as a DBE if it:

(I)

meets all other certification requirements set forth in Subpart D of 49 CFR Part 26; and

(II)

operates or maintains a factory or an establishment on-site that produces materials, supplies, articles, or equipment to be used in a contract.

(iv)

Franchisees or licensees. A business operating under a franchise or license agreement will be certified by the department if it meets all other certification requirements set forth in Subpart D of 49 CFR Part 26, and the franchiser or licenser is not affiliated with the franchisee or licensee.

(B)

Schedule B--Joint venture.

(i)

A joint venture may apply for DBE status using the Schedule B application form for a specific project.

(ii)

The department will certify the joint venture if:

(I)

one or more of the partners of the joint venture is a certified DBE;

(II)

the DBE partner is responsible for a clearly defined portion of the work to be performed; and

(III)

the DBE partner shares in the ownership, control, management responsibilities, risks, and profits of the joint venture.

(C)

Schedule O--Disadvantaged truck owner-operator.

(i)

An independent owner-operator of one truck may apply for disadvantaged truck owner-operator status using the Schedule O application form.

(ii)

The department will certify a truck owner-operator who:

(I)

does not have an employee/employer relationship with a prime contractor;

(II)

is eligible in accordance with Subpart D of 49 CFR Part 26;

(III)

proves ownership of the truck;

(IV)

proves ability to operate the truck, including, but not limited to, maintaining a commercial driver's license; and

(V)

is responsible for maintaining the required insurance on the truck.

(6)

On-site review.

(A)

The department will conduct an on-site review, in accordance with 49 CFR §26.83, of any firm when:

(i)

it applies for DBE certification for the first time;

(ii)

certification is challenged by a third party; or

(iii)

the department questions its DBE eligibility.

(B)

If the review involves a certified firm, the firm's certification remains valid unless the CSTB notifies the firm in writing that its certification is suspended during the review.

(C)

If the on-site review indicates that the firm meets eligibility standards, the firm will be certified or remain certified.

(D)

If the on-site review indicates that the firm does not meet eligibility standards, the firm will be denied certification in accordance with paragraph (8) of this subsection.

(7)

Certification renewals.

(A)

DBE certifications are valid for three years with an annual affidavit required.

(B)

To be recertified as a DBE, a firm must submit a written application in accordance with paragraph (2) of this subsection.

(C)

Renewals are subject to certification standards set forth in Subpart D of 49 CFR Part 26.

(8)

Denial or withdrawal of certification.

(A)

An applicant who withdraws its application may reapply at any time.

(B)

The department will notify an applicant in writing if certification is to be denied and set forth reasons for denial.

(C)

An applicant may answer the department's notice of denial within 15 working days from the date of the denial.

(i)

If the applicant does not answer within the 15-day period, the denial of certification is final.

(ii)

If an applicant answers within the 15-day period, and the response resolves eligibility deficiencies, the department will certify the applicant.

(iii)

If an applicant answers within the 15-day period, but does not resolve eligibility deficiencies, the department will deny certification.

(iv)

An applicant who has been denied certification must wait 12 months from the date of denial to reapply for certification.

(9)

Certification challenges.

(A)

Third party challenges.

(i)

A third party may challenge the eligibility of a certified firm or a firm seeking to be certified as a DBE.

(ii)

A challenge must be made in writing, signed and dated by the challenger, and set forth the factual basis for the challenge.

(iii)

After receiving a written challenge, the department will determine if there is reason to believe that the challenged party is in fact not eligible on the basis of the information provided by the challenging party.

(iv)

To the extent allowed by applicable law, the identity of complainants will be kept confidential at the complainant's election. Complainants will be advised that if confidentiality hinders the investigation, the result may be closure of the investigation or dismissal of the proceeding or hearing.

(v)

The department will review the challenged firm's record, any material provided by the firm and the complainant, and other available information. All parties to the complaint must cooperate with the review.

(vi)

If the department determines that there is reasonable cause to believe that the firm is ineligible, the department will provide a written notice to the firm proposing to find the firm ineligible, setting forth the reasons for the proposed determination, and offering the firm opportunity for an informal hearing or an opportunity to present information and arguments in writing.

(vii)

If the department determines that there is not reasonable cause to believe that the firm is ineligible, the department will notify the complainant in writing of the determination and the reason for it.

(B)

Department challenges. If the department receives information on changes to a firm or other information that provides reasonable cause to believe that the firm is ineligible:

(i)

the department will provide a written notice to the firm proposing ineligibility and the reasons for it; and

(ii)

the firm will be given an opportunity for an informal hearing or an opportunity to present information and arguments in writing.

(10)

Informal hearing.

(A)

A firm may request an informal hearing no later than 15 days from the date of notification of the department's determination to remove its eligibility. The DBE certification remains valid during department proceedings.

(B)

The department will maintain a complete record of the hearing.

(C)

A department official who did not take part in the actions leading to or seeking to remove the firm's eligibility will preside over the hearing and make the decision regarding the firm's eligibility.

(D)

The department will not base a decision to remove eligibility on a reinterpretation or changed opinion of information available at the time of certification of the firm.

(E)

The department will provide the firm a written notice of the decision and reasons for it. A copy of the notice will be sent to the complainant or the operating administration that directed the proceeding.

(F)

Any party aggrieved by the department's determination may appeal to USDOT in accordance with §9.57 of this subchapter.

(11)

Removal of eligibility. Neither a contractor nor the department shall receive credit towards the contract or overall goal when a proposed DBE contractor or subcontractor has its DBE eligibility removed prior to contract execution. The contractor must substitute a DBE firm for the ineligible firm or demonstrate that it has made a good faith effort to do so, unless the ineligibility was caused solely by the ineligible firm having exceeded the size standard.

(12)

DBE directory. The department will maintain and make available to interested parties a directory of certified DBEs. The directory will include a clearinghouse list of organizations that provide assistance in the recruitment and placement of DBEs for the purpose of linking contractors to minority and women subcontractors.

(e)

Contractor obligation. Department contracts involving the expenditure of federal funds will include a contract provision addressing DBE requirements.

(1)

No assigned goal. A contract without an assigned goal will include provisions that:

(A)

encourage the use of minority business enterprises, and disadvantaged business enterprises in subcontracting and material supply activities;

(B)

prohibit discrimination; and

(C)

provide a method for reporting race-neutral DBE participation.

(2)

Assigned goal. A contract with an assigned goal will include a provision which sets forth the requirements of this paragraph.

(A)

Commitments. The following requirements must be satisfied by the contractor as a condition of contract award.

(i)

Within the time specified in the contract or proposal, the contractor must furnish a commitment agreement for each certified DBE that will be used to meet the contract goal. The commitment agreement must include:

(I)

a statement that the contractor intends to provide the DBE the opportunity to perform the subcontract;

(II)

the items of work to be performed;

(III)

the quantities of work or material;

(IV)

the unit measure, unit price, and total cost for each item;

(V)

the total amount of the DBE commitment;

(VI)

the original signatures of the contractor and the proposed DBE; and

(VII)

if the commitment involves a DBE material supplier, an explanation of the function to be performed and a description of any arrangements, including joint check agreements, made with other material suppliers, manufacturers, distributors, hauling firms, or freight companies.

(ii)

DBE prime contractors may receive credit toward the DBE goal for work performed by their own forces and work subcontracted to DBEs. A DBE prime contractor must make a good faith effort to meet the goals. In the event a DBE prime contractor subcontracts to a non-DBE contractor, the amount paid to the non-DBE contractor must be reported to the department.

(B)

Good faith efforts. If the contractor is unable to meet the goal, the contractor must document good faith efforts taken to obtain DBE participation in accordance with applicable contract provisions and pursuant to Appendix A of 49 CFR Part 26.

(3)

Reporting.

(A)

The contractor must submit periodic reports at intervals specified in the contract using a report form acceptable to the department that includes, but is not limited to, identification of the DBE by name and vendor number. The report must indicate the actual amount paid to each DBE. The report must include the amounts paid in accordance with the DBE commitment as outlined in subsection (e)(2)(A) of this section and any race neutral participation. The report will also include amounts paid by a DBE to non-DBE subcontractors and haulers. The report must be submitted even if no payments were made during the period being reported. When required by the department, the contractor must attach proof of payment including, but not limited to, copies of canceled checks.

(B)

The contractor must submit a final report in accordance with the contract, using a form acceptable to the department which shows:

(i)

the total paid to each DBE; and

(ii)

if the contract goal is not met, a description of good faith efforts taken in accordance with applicable contract provisions.

(4)

Credit for expenditures. A contractor awarded a federal-aid contract will receive credit for payments made to a DBE firm in accordance with 49 CFR §26.55.

(5)

Commercially useful function.

(A)

DBE subcontractors must perform a commercially useful function required in the contract in order for payments to be credited toward meeting the contract DBE goal. A DBE performs a commercially useful function when it:

(i)

is responsible for a distinct element of the work of a contract; and

(ii)

actually manages, supervises, and controls the materials, equipment, employees, and all other business obligations attendant to the satisfactory completion of contracted work.

(B)

The department may conduct an on-site review of a DBE performance to determine that it is performing a commercially useful function as part of its routine monitoring program or in response to information or allegations that the DBE is not performing a commercially useful function.

(C)

If the department determines that a DBE firm is not performing a commercially useful function under the contract, the department may:

(i)

suspend the DBE firm from the department's DBE program for a period to be determined by the department;

(ii)

deny all credit if the prime contractor did the work itself or directed another company to do the work, or deny credit from the time the department determined and notified the prime contractor that the DBE did not perform a commercially useful function;

(iii)

review DBE certification; and

(iv)

revoke DBE certification if an eligibility review indicates that the firm does not meet the standards as described in subsection (d)(4) of this section.

(D)

A DBE may appeal the department's determination to USDOT pursuant to 49 CFR §26.89.

(6)

Subcontracting.

(A)

A DBE contractor or subcontractor may not subcontract more than 70% of a federal-aid contract. The DBE shall perform not less than 30% of the value of the contract work with:

(i)

assistance of employees employed and paid directly by the DBE;

(ii)

employees leased from an employee leasing company as set forth in 49 CFR §26.71(q); and

(iii)

equipment owned or rented directly by the DBE.

(B)

A contractor may not furnish work crews to a DBE subcontractor.

(C)

A DBE may lease equipment consistent with standard industry practice. A DBE may lease equipment from the prime contractor if a rental agreement, separate from the subcontract specifying the terms of the lease arrangement, is approved by the department prior to the DBE starting the work.

(i)

If the equipment is of a specialized nature, the lease may include the operator. If the practice is generally acceptable within the industry, the operator may remain on the lessor's payroll. The operation of the equipment shall be subject to the full control of the DBE, for a short term, and involve a specialized piece of heavy equipment readily available at the job site.

(ii)

For equipment that is not specialized, the DBE shall provide the operator and be responsible for all payroll and labor compliance requirements.

(7)

Substitutions. A contractor must request approval from the department to substitute another firm for a DBE firm listed on an approved commitment.

(A)

A contractor must provide written justification for a request to substitute a DBE firm, including, but not limited to, demonstrating that the original firm is unable or unwilling to carry out the terms of the subcontract.

(B)

The department will contact the DBE to be displaced and other parties as needed to determine if the DBE firm to be displaced is willing and able to carry out the terms of the contract.

(i)

The term "unable" includes, but is not limited to:

(I)

a firm that does not have the resources and expertise to finish the project;

(II)

a firm that substantially increases the time to complete the project causing liquidated damages; and

(III)

a firm that creates a safety hazard.

(ii)

If the displaced firm is unwilling or unable to carry out the terms of the subcontract, the department will notify the contractor in writing within five working days of the request of its consent to the substitution. The contractor must make a good faith effort to substitute another certified DBE firm for the one being displaced if the cancellation of the DBE subcontract results in the prime not meeting the contract goal.

(iii)

If the firm to be displaced is willing and able to carry out the terms of the subcontract, the department will deny the substitution.

(C)

Any party aggrieved by the determination effecting the substitution of subcontractors may avail itself of the complaint procedures under §9.57 of this subchapter.

§9.54.Historically Underutilized Business (HUB) Program.

(a)

Applicability. The HUB program is applicable to contracts relating to buildings, professional services, aviation, public transportation, private consultant services, and purchases funded entirely with state and local funds.

(b)

HUB goals. The commission will establish overall annual HUB participation goals. Individual contract goals will be assigned as necessary to achieve the overall goal.

(1)

Annual goals. The commission will establish annual agency HUB participation goals making use of disparity studies, including the disparity study described in Government Code, §2161.002(c) or its replacement, as well as other relevant information. The department will make a good faith effort to meet or exceed this annual goal.

(2)

Contract goals. Individual contracts are assigned HUB goals based on the availability of qualified HUBs, work site location, dollar value of the contract, and type of work items specified in the contract. The department will assign individual contract goals for HUB participation to cumulatively meet the annual HUB goals that are not being met through race-neutral means.

(c)

Contractor obligation. Department contracts, as listed in subsection (a) of this section, that are funded entirely with state and local funds will include a contract provision addressing HUB requirements.

(1)

No assigned goal. A contract estimated to involve more than $100,000 with available subcontracting opportunities, but without an assigned goal, will include provisions requiring a HUB participation plan as a condition of contract award. The plan will include the following information.

(A)

The names and vendor numbers of the HUBs that will be used during the course of the contract.

(B)

The approximate dollar value expected to be paid to each HUB.

(C)

When a contractor is unable to obtain HUB participation, a description of the actions taken in an attempt to solicit HUB participation. These actions may include, but are not limited to:

(i)

advertising in general circulation and trade association media concerning subcontracting opportunities;

(ii)

contacting qualified HUBs and allowing sufficient time for HUBs to participate effectively;

(iii)

dividing the contract work into reasonable portions in accordance with standard industry practices;

(iv)

providing qualified HUBs with adequate information about bonding, insurance, plans, specifications, scope of work, and the requirements of the contract; and

(v)

contacting, for HUB referrals, available small business community organizations, contractor groups, local, state, and federal business assistance offices, and other organizations that provide support services to HUBs.

(2)

Assigned goal. A contract with an assigned goal will include provisions that will require the contractor to satisfy the following stipulations as a condition of contract award.

(A)

Commitments. Within the time specified in the contract or proposal, the contractor must furnish a commitment agreement for each certified HUB that will be used to meet the contract goal. The commitment agreement must include:

(i)

the items of work to be performed;

(ii)

the quantities of work or material;

(iii)

the unit measure, unit price, and total cost for each item;

(iv)

the total amount of the HUB commitment;

(v)

the original signatures of the contractor and the proposed HUB; and

(vi)

if the commitment involves a HUB material supplier, an explanation of the function to be performed and a description of any arrangements, including joint check agreements, made with other material suppliers, manufacturers, distributors, hauling firms, or freight companies.

(B)

Good faith effort. If the contractor is unable to meet the goal, the contractor must document the good faith efforts taken to obtain HUB participation in accordance with applicable contract provisions. The department will consider as good faith efforts all documented explanations that are submitted and that describe a contractor's failure to meet a goal, including:

(i)

advertising in general circulation, trade association, and/or minority/women focus media concerning subcontracting opportunities;

(ii)

providing written notice to at least five qualified HUBs allowing sufficient time for HUBs to participate effectively;

(iii)

dividing the contract work into reasonable portions in accordance with standard industry practices;

(iv)

documenting reasons for rejection or meeting with the rejected HUB to discuss the rejection;

(v)

providing qualified HUBs with adequate information about bonding, insurance, plans, specifications, scope of work, and the requirements of the contract;

(vi)

negotiating in good faith with qualified HUBs; and

(vii)

using the services of available minorities and women, community organizations, contractor groups, local, state, and federal business assistance offices, and other organizations that provide support services to HUBs.

(3)

Reporting.

(A)

The contractor must submit periodic reports at intervals specified in the contract using a report form acceptable to the department that includes, but is not limited to, identification of the HUB by name and vendor number. The report must indicate the actual amount paid to each HUB. The report must be submitted even if no payments were made during the period being reported. When required by the department, the contractor must attach proof of payment including, but not limited to, copies of canceled checks.

(B)

The contractor must submit a final report in accordance with the contract, using a form acceptable to the department which shows the total paid to each HUB.

(4)

Credit for expenditures. A contractor will receive credit for all payments actually made to a HUB for work performed and costs incurred in accordance with the contract, including all subcontracted work.

(5)

Subcontracting.

(A)

A HUB contractor or subcontractor may not subcontract more than 75% of a contract. The HUB shall perform not less than 25% of the value of the contract work with:

(i)

assistance of employees employed and paid directly by the HUB;

(ii)

employees leased from a licensed employee leasing company; and

(iii)

equipment owned or rented directly by the HUB.

(B)

A contractor may not furnish work crews to a HUB subcontractor.

(C)

A HUB may lease equipment consistent with standard industry practice. A HUB may lease equipment from the prime contractor if a rental agreement, separate from the subcontract specifying the terms of the lease arrangement, is approved by the department prior to the HUB starting the work.

(i)

If the equipment is of a specialized nature, the lease may include the operator. If the practice is generally acceptable within the industry, the operator may remain on the lessor's payroll. The operation of the equipment shall be subject to the full control of the HUB, for a short term, and involve a specialized piece of heavy equipment readily available at the job site.

(ii)

For equipment that is not specialized, the HUB shall provide the operator and be responsible for all payroll and labor compliance requirements.

(d)

HUB certification.

(1)

The department and GSC operate under a memorandum of agreement that allows GSC to recognize the department's certified DBE firms as HUB firms. The GSC certifies businesses as HUBs using procedures set forth at Title 1, Texas Administrative Code, §§111.11 et seq. A business denied HUB certification though GSC's certification process may appeal the GSC determination in accordance with procedures set forth at Title 1, Texas Administrative Code, §111.14 (relating to Protests). A business denied DBE/HUB certification through the department's certification process may seek review of the denial as described in §9.53(d)(8) and (10) of this subchapter.

(2)

The department will submit information regarding DBEs who qualify as HUBs to GSC for certification.

(3)

A challenge regarding a firm's eligibility as a HUB and based on the department's certification process must be submitted to the department for resolution. A HUB firm whose certification is based on the department's DBE certification will lose both certifications if found to be ineligible as a DBE.

(4)

GSC maintains a directory of certified HUBs.

§9.55.Small Business Enterprise (SBE) Program.

(a)

Applicability. The SBE program is applicable to all highway construction and maintenance contracts funded entirely with state and local funds.

(b)

SBE goals. The commission will establish overall annual SBE participation goals. Individual contract goals may be assigned as necessary to achieve the overall goal.

(1)

Annual goals. The commission will establish annual agency SBE contracting goals based on the availability of certified SBEs. The department will make a good faith effort to meet or exceed this annual goal.

(2)

Contract goals. Individual contracts may be assigned SBE goals based on the availability of qualified SBEs, work site location, dollar value of the contract, and type of work items specified in the contract. The department may assign individual contract goals for SBE participation in state and locally funded highway construction and maintenance contracts as necessary to cumulatively meet the annual SBE goals.

(c)

Contractor obligation. Department contracts, as listed in subsection (a) of this section, that are funded entirely with state and local funds will include a contract provision addressing SBE requirements.

(1)

A contract without an assigned goal, will include provisions that:

(A)

encourage the use of historically underutilized businesses and small business enterprises in subcontracting and material supply activities; and

(B)

prohibit discrimination.

(2)

A contract with an assigned goal will include provisions that will require the contractor to satisfy the following stipulations as a condition of contract award.

(A)

Commitments. Within the time specified in the contract or proposal, the contractor must furnish a commitment agreement for each certified SBE that will be used to meet the contract goal. The commitment agreement must include:

(i)

the items of work to be performed;

(ii)

the quantities of work or material;

(iii)

the unit measure, unit price, and total cost for each item;

(iv)

the total amount of the SBE commitment; and

(v)

the original signatures of the contractor and the proposed SBE.

(B)

Good faith effort. If the contractor is unable to meet the SBE goal, the contractor must document the good faith efforts taken to meet the SBE goal and to obtain SBE participation. The department will consider as good faith efforts all documented explanations that are submitted and that describe a contractor's failure to meet a SBE goal or obtain SBE participation, including:

(i)

advertising in general circulation, trade association, and/or minority/women focus media concerning subcontracting opportunities;

(ii)

providing written notice to at least five qualified SBEs allowing sufficient time for SBEs to participate effectively;

(iii)

dividing the contract work into reasonable portions in accordance with standard industry practices;

(iv)

documenting reasons for rejection or meeting with the rejected SBE to discuss the rejection;

(v)

providing qualified SBEs with adequate information about bonding, insurance, plans, specifications, scope of work, and the requirements of the contract;

(vi)

negotiating in good faith with qualified SBEs, not rejecting qualified SBEs who are also the lowest responsive bidder; and

(vii)

using the services of available minorities and women, community organizations, contractor groups, local, state, and federal business assistance offices, and other organizations that provide support services to SBEs.

(3)

Reporting.

(A)

The contractor must submit periodic reports at intervals specified in the contract using a report form acceptable to the department that includes, but is not limited to, identification of the SBE by name and vendor number. The report must indicate the actual amount paid to each SBE. When required by the department, the contractor must attach proof of payment including, but not limited to, copies of canceled checks.

(B)

The contractor must submit a final report in accordance with the contract, using a form acceptable to the department which shows the total paid to each SBE.

(4)

Credit for expenditures. A contractor will receive credit for all payments actually made to a SBE for work performed and costs incurred in accordance with the contract, including all subcontracted work.

(5)

Subcontracting.

(A)

A SBE contractor or subcontractor may not subcontract more than 75% of a contract. The SBE shall perform not less than 25% of the value of the contract work with:

(i)

assistance of employees employed and paid directly by the SBE;

(ii)

employees leased from a licensed employee leasing company; and

(iii)

equipment owned or rented directly by the SBE.

(B)

A contractor may not furnish work crews to a SBE subcontractor.

(C)

A SBE may lease equipment consistent with standard industry practice. A SBE may lease equipment from the prime contractor if a rental agreement, separate from the subcontract specifying the terms of the lease arrangement, is approved by the department prior to the SBE starting the work.

(i)

If the equipment is of a specialized nature, the lease may include the operator. If the practice is generally acceptable within the industry, the operator may remain on the lessor's payroll. The operation of the equipment shall be subject to the full control of the SBE, for a short term, and involve a specialized piece of heavy equipment readily available at the job site.

(ii)

For equipment that is not specialized, the SBE shall provide the operator and be responsible for all payroll and labor compliance requirements.

(d)

SBE certification.

(1)

DBE/HUB eligibility. DBEs and HUBs are eligible as SBEs for this program without submitting a SBE application if they meet the requirements in paragraph (2)(B) and (C) of this subsection. Firms denied automatic SBE certification under this subsection may appeal under the procedures described in paragraph (6) of this subsection.

(2)

Non-DBE/HUB eligibility. Other firms seeking certification as a SBE must submit an application to the department, on a form prescribed by the department, affirming under penalty of perjury that the business qualifies as a SBE.

(A)

If requested by the department, the applicant must provide any and all materials and information necessary to demonstrate eligibility as a SBE.

(B)

At least 51% of the assets and interest and/or classes of stock and equitable securities must be owned by one or more persons who are United States citizens or lawfully admitted permanent residents.

(C)

A person/business entity who intentionally applies as a SBE for award of purchasing or public works contracts and who knowingly does not meet the definition of a SBE commits a felony of the third degree.

(3)

Certification procedure. The department shall certify the applicant as a SBE or provide the applicant with written justification of its denial of certification within 90 days after the date the department receives a satisfactorily completed application from the applicant.

(4)

Review and evaluation. The department will review and evaluate applications. The department may reject an application if:

(A)

the application is not satisfactorily completed;

(B)

the applicant does not meet the requirements of the definition of SBE;

(C)

the application contains false information; or

(D)

the applicant does not provide required information.

(5)

Certification renewals.

(A)

SBE certifications are valid for two years.

(B)

To be recertified as a SBE, a firm must submit a written application in accordance with paragraph (2) of this subsection.

(6)

Denial or withdrawal of certification.

(A)

An applicant who withdraws its application may reapply at any time.

(B)

The department will notify an applicant in writing if certification is to be denied and will set forth reasons for the denial.

(C)

An applicant may answer the department's notice of denial within 15 working days from the date of the denial.

(i)

If the applicant does not answer within the 15-day period, the denial of certification is final.

(ii)

If an applicant answers within the 15-day period, and the response resolves eligibility deficiencies, the department will certify the applicant.

(iii)

If an applicant answers within the 15-day period, but does not resolve eligibility deficiencies, the department will deny certification.

(7)

Certification challenges.

(A)

Third party challenges.

(i)

A third party may challenge the eligibility of a certified firm or a firm seeking to be certified as a SBE.

(ii)

A challenge must be made in writing, signed and dated by the challenger, and set forth the factual basis for the challenge.

(iii)

After receiving a written challenge, the department will determine if there is reason to believe that the challenged party is in fact not eligible on the basis of the information provided by the challenging party.

(iv)

To the extent allowed by applicable law, the identity of complainants will be kept confidential at the complainant's election. Complainants will be advised that if confidentiality hinders the investigation, the result may be closure of the investigation.

(v)

The department will review the challenged firm's record, any material provided by the firm and the complainant, and other available information. All parties to the complaint must cooperate with the review.

(vi)

If the department determines that there is reasonable cause to believe that the firm is ineligible, the department will provide a written notice to the firm proposing to find the firm ineligible, setting forth the reasons for the proposed determination, and offering the firm the opportunity to present information and arguments in writing.

(vii)

If the department determines that there is not reasonable cause to believe that the firm is ineligible, the department will notify the complainant in writing of the determination and the reason for it.

(B)

Department challenges. If the department receives information on changes to a firm or other information that provides reasonable cause to believe that the firm is ineligible, the department will provide a written notice to the firm proposing ineligibility and the reasons for it. The firm will be given an opportunity to present information and arguments in writing.

(8)

SBE directory. The department will maintain and make available to interested parties a directory of certified SBEs.

§9.56.Contract Compliance.

(a)

Monitoring. The department will monitor contractor compliance by:

(1)

reviewing contractor reports; and

(2)

making on-site visits to the project and/or the offices of a contractor or subcontractor.

(b)

Contractor representative. A contractor receiving a contract with an assigned goal must designate an employee to serve as a DBE, HUB, or SBE contact person during the contract. The contractor must inform the department of the representative's name, title, and telephone number no later than five days after the contract is signed. The DBE, HUB, or SBE representative is responsible for submitting reports, maintaining records, and documenting good faith efforts to use DBEs, HUBs, or SBEs.

(c)

Withholding or reducing payments. A contractor must not withhold or reduce payments to any DBE, HUB, or SBE firm without a reason that is accepted as standard industry practice.

(d)

Performance. A DBE, HUB, or SBE contractor or subcontractor must comply with the terms of the contract or subcontract for which it was selected. Work products, services, and commodities must meet contract specifications whether performed by a contractor or subcontractor.

(e)

DBE, HUB, or SBE subcontractor termination. The contractor must not terminate a DBE, HUB, or SBE subcontractor submitted on a commitment agreement for a contract with an assigned goal without the prior written consent of the department.

(f)

Records. A contractor must retain all records specified in the contract provisions for three years after final payment is made under the contract, or until any investigation, audit, examination, or other review undertaken during the three years is completed. The records must be made available to representatives of the department and other agencies for inspection, audit, examination, investigation, or other review at all reasonable times during the retention period.

(g)

Compliance conference. The following process is made available to the contractor whenever a finding of noncompliance with DBE, HUB, or SBE special provisions is made by the department. A contractor involved in a violation may be given an opportunity to remedy the violation before the department issues sanctions.

(1)

A letter will be sent to the contractor notifying the contractor that it is not in compliance with the DBE, HUB, or SBE special provision in the contract.

(2)

The contractor may respond in writing. If the written response does not resolve the issues, the department will invite the contractor to attend an informal compliance conference, within 15 calendar days from the date of the written response, to discuss the issues.

(3)

The contractor will be given 15 calendar days from the date of the conference to submit additional information to resolve the issues.

(4)

The department will make a final determination regarding compliance within 15 calendar days from the conference or from receipt of any additional information.

(5)

If a determination of noncompliance has been made by the department, a contractor will be given an opportunity to submit a voluntary written corrective action plan to correct the violations.

(6)

When a contractor fails to take corrective actions, the department may issue a notice to the contractor requiring the contractor to:

(A)

show cause for noncompliance; and

(B)

provide reasons why enforcement proceedings should not be instituted.

(7)

The department may impose sanctions, pursuant to subsection (h) of this section, for failure to show cause why enforcement proceedings should not be instituted.

(h)

Sanctions.

(1)

The department may issue sanctions to a contractor who does not comply with contract requirements.

(2)

If a successful bidder for a contract does not furnish the required DBE, HUB, or SBE information during the time period specified in the DBE, HUB, or SBE special provision, the department may declare the contractor to be in default and retain the proposal guaranty as liquidated damages in accordance with §9.18 of this title (relating to After Contract Award).

(3)

The department will impose sanctions if the contractor:

(A)

is found to have discriminated against a DBE, HUB, or SBE firm;

(B)

has failed to meet the contract DBE, HUB, or SBE contract goal and has failed to demonstrate a good faith effort to meet the goal; or

(C)

has not kept DBE, HUB, or SBE commitments for those projects assigned a goal and the department has not approved good faith efforts or a substitution of the DBE, HUB, or SBE firm.

(4)

The department may impose any of the following sanctions:

(A)

letter of reprimand;

(B)

liquidated damages computed up to the amount of goal dollars not met;

(C)

contract termination; and/or

(D)

other remedies available by law.

(5)

Factors to be considered in issuing sanctions include, but are not limited to:

(A)

the magnitude and the type of the offense;

(B)

the degree of the contractor's culpability;

(C)

any steps taken to rectify the situation;

(D)

the contractor's record of performance on other projects including, but not limited to:

(i)

annual DBE, HUB, or SBE participation over DBE, HUB, or SBE goals;

(ii)

annual DBE, HUB, or SBE participation on projects without goals;

(iii)

number of complaints the department has received from DBEs, HUBs, or SBEs; and

(iv)

the number of times the contractor has been previously sanctioned by the department pursuant to this section; and

(E)

whether a contractor falsified, misrepresented, or withheld information.

(6)

A contractor may appeal the department's sanction pursuant to §9.57 of this subchapter.

§9.57.Business Opportunity Programs Complaints.

(a)

Purpose. The purpose of this section is to provide a procedure for an aggrieved person to file a complaint concerning the business opportunity programs. This section does not apply to:

(1)

subcontractor claims for additional payments and time extensions; or

(2)

a discrimination complaint made against a department employee since that type of complaint is handled in accordance with the department's Human Resources Manual.

(b)

Federal-aid contracts. A complaint related to a federally-funded contract or a DBE certification complaint may be filed directly with the U.S. Department of Transportation at any time within 180 days of the date:

(1)

of an alleged discrimination or a violation of the DBE Program; or

(2)

on which a continuing course of conduct in violation of the DBE program was discovered.

(c)

Program complaints. An aggrieved person or firm may file a written complaint that there has been a violation of a business opportunity program, including a discrimination claim. A complaint may also be filed on behalf of another person or any specific class of individuals.

(1)

Filing. The complaint must be made in writing to the director within 90 calendar days:

(A)

of an alleged discrimination or a violation of the business opportunity program; or

(B)

after the date on which a continuing course of conduct in violation of a business opportunity program was discovered.

(2)

Review and investigation.

(A)

CSTB will review the complaint and notify the complainant:

(i)

of the reasons an investigation is warranted; or

(ii)

that an investigation is not necessary.

(B)

If the complaint is made against the Construction Division or a section of the Construction Division, the executive director will appoint another division or office to review and investigate the complaint.

(3)

Determination and conciliation.

(A)

CSTB or the reviewing division or office will forward the written findings to the complainant and respondent.

(B)

If the finding confirms the complaint, CSTB or the reviewing division or office will meet with the complainant and respondent to discuss a conciliation agreement.

(C)

If the parties concur, CSTB or the reviewing division or office will prepare a conciliation agreement for execution, and monitor the agreement to completion.

(D)

If the parties do not agree to a conciliation agreement, the director or the director of the reviewing division or office will make a decision regarding corrective action needed and monitor the corrective action, if any.

(d)

Appeal.

(1)

Appeal to U.S. Department of Transportation.

(A)

A firm may file an appeal with U.S. Department of Transportation at any time pursuant to the process outlined in:

(i)

49 CFR §26.89, if a firm believes that it has been wrongly denied certification under §9.53(d) of this subchapter;

(ii)

49 CFR §26.89, if a firm has challenged certification under §9.53(d)(9) of this subchapter; or

(iii)

49 CFR §26.103, if a firm alleges discrimination on a federally-funded contract or is aggrieved by a department determination related to the DBE program.

(B)

The appeal must be made in writing, signed and dated, no later than 90 days after the date of the department's final decision. The appeal under 49 CFR §26.103 must be made in writing, signed, and dated, no later than 180 days after the date of the offense or the date on which a continuing course of conduct in violation was discovered. The Secretary of Transportation may extend the time for filing or waive the time limit in the interest of justice.

(C)

The outcome of the U.S. Department of Transportation appeal process is final.

(2)

Department appeals.

(A)

A final determination or a sanction issued pursuant to §9.56 of this subchapter may be appealed to the executive director within 10 days after receiving notice of final determination or sanction. If an appeal is not timely filed, the determination or sanction is final and further administrative appeal will be barred.

(B)

The executive director will consider an appeal if the appealing party identifies:

(i)

new information or witnesses that, if considered, might have changed the outcome;

(ii)

harmful procedural error by the department which, had it not been made, could have led to a different conclusion; or

(iii)

a finding contrary to the evidence, department policy, or law.

(C)

The executive director will:

(i)

review the sanction or determination;

(ii)

consult with witnesses and review evidence, if necessary; and

(iii)

review the appealing party's written rebuttal of the proposed sanction or determination.

(D)

The executive director will give written notice of the determination.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002345

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Chapter 15. TRANSPORTATION PLANNING AND PROGRAMMING

Subchapter E. FEDERAL, STATE, AND LOCAL PARTICIPATION

43 TAC §15.56

The Texas Department of Transportation proposes amendments to §15.56, concerning local financing of highway improvement projects on the state highway system.

EXPLANATION OF PROPOSED AMENDMENTS

Transportation Code, §222.051 authorizes a local government to finance the construction of an approved project for the state highway system and allows the department to reimburse the local government if funds become available. Pursuant to this authority, the commission has adopted §15.56 to specify the conditions under which a local government may finance the construction of an approved highway improvement project, and the conditions under which the commission may approve reimbursement of the local government's contribution. This section also prescribes the conditions under which a local government may finance the construction of a service project.

Less than half of the identified highway improvement needs of the state are currently being met. Cost participation is required of local governments in order to make the most efficient use of scarce state highway funding. In some instances, a local government desires to fully fund a highway improvement project on the state highway system in order to expedite completion of the project.

In other cases, new development near a state highway may result in the need for a service project to improve access to the development.

In both of these cases, the current rules require commission approval of any request by a local government to fund a project, regardless of the cost of the project or whether reimbursement is desired by the local government.

In order to streamline the approval process for a project to be fully funded by other entities, the amendments as proposed will delegate approval authority from the commission to the department unless the local government seeks reimbursement of its contribution.

Amendments to §15.56(d)(1) authorize the executive director to approve requests by a local government to finance an approved highway improvement project when no reimbursement is sought. The paragraph describes the factors to be considered by the executive director when deciding whether to approve such a request.

Amendments to §15.56(d)(2) describe the approval authority when local governments submit a request to finance a service project. To ensure the appropriate level of responsibility for approval of a request to finance a service project, the district engineer would be able to approve service projects with an estimated total cost of less than $300,000. Projects with an estimated cost of $300,000 or more would require the approval of the executive director. The amount of $300,000 was selected to be consistent with 43 TAC §9.15 (relating to highway improvement contracts) which allows for bids for contracts with an engineer's estimate of less than $300,000 to be opened and read at a public meeting conducted by the district engineer. This section also describes the factors to be considered by the executive director or district engineer when deciding whether to approve such a request.

FISCAL NOTE

James M. Bass, Director, Finance Division, has determined that for the first five-year period the amended section is in effect, there will be no fiscal implications for state or local governments as a result of enforcing or administering the amended section. There are no anticipated costs for persons required to comply with the section as proposed.

Robert L. Wilson, Director, Design Division, has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the amended section.

PUBLIC BENEFIT

Mr. Wilson has also determined that for each year of the first five years the section is in effect, the public benefit anticipated as a result of enforcing or administering the amended section will be to maximize the use of scarce state and local transportation funding, and to ensure that projects funded by local governments are developed as expeditiously as possible, thereby improving the efficiency of the state's transportation system, and maximizing the safety of the traveling public. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Robert L. Wilson, 125 East 11th Street, Austin, Texas, 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation.

No statutes, articles, or codes are affected by these proposed amendments.

§15.56.Local Financing of Highway Improvement Projects on the State Highway System.

(a)-(b)

(No change.)

(c)

Request. A local government may request approval from the department [ commission ] to fund the construction cost of an approved highway improvement project or a service project [ by submitting a request to the deputy executive director for transportation planning and development ]. The request for an approved highway improvement project shall state whether the local government desires reimbursement of its contribution, subject to the considerations outlined in subsection (e) of this section.

(d)

Project approval.

(1)

Approved highway improvement projects.

(A)

Approval authority. The executive director is authorized to approve requests to finance an approved highway improvement project, based on the considerations in subparagraph (B) of this paragraph.

(B)

[ (1) ] Considerations. In approving a request to finance an approved highway improvement project, the executive director [ commission ] will consider:

(i)

[ (A) ] statewide transportation needs;

(ii)

[ (B) ] regional economic impact;

(iii)

[ (C) ] North American Free Trade Agreement implications;

(iv)

[ (D) ] local government needs;

(v)

[ (E) ] environmental impact and any requirements for environmental mitigation; and

(vi)

[ (F) ] any other considerations relating to the benefit to the state, the traveling public, and the operations of the department.

(2)

Service Projects.

(A)

Approval authority. A request to finance a service project may be approved by the following authority, based on the considerations in subparagraph (B) of this paragraph:

(i)

district engineer for projects with a total cost estimated at less than $300,000;

(ii)

executive director for projects with a total cost estimated at $300,000 or more.

(B)

Considerations. In approving a request to finance a service project, the executive director or district engineer will consider:

(i)

local transportation needs;

(ii)

regional economic impact;

(iii)

safety implications of the proposed project;

(iv)

environmental impact and any requirements for environmental mitigation; and

(v)

any other considerations relating to the benefit to the state, the traveling public, and the operations of the department.

(C)

Indirect Costs. For service projects, a local government may request a waiver from the executive director for the collection of indirect costs. In approving the local government's request for a waiver, the executive director will consider:

(i)

[ (A) ] local economic impact,

(ii)

[ (B) ] residual public benefit,

(iii)

[ (C) ] local government needs, or

(iv)

[ (D) ] any other considerations relating to the benefit to the state, the traveling public, or the operation of the department.

(3)

Agreement and conditions.

(A)

If the department [ commission ] approves a project under this subsection [ or a service project ], the local government and the department will enter into an agreement as specified in §15.52 of this subchapter [ title (relating to Agreements) ], except that construction costs shall be as defined in this section.

(B)-(D)

(No change.)

(e)

Reimbursement approval.

(1)

(No change.)

(2)

Agreement. If approved for reimbursement under this subsection, the department will enter into an agreement with the local government as specified in §15.52 of this subchapter [ title (relating to Agreements) ].

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002346

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Chapter 17. VEHICLE TITLES AND REGISTRATION

Subchapter A. MOTOR VEHICLE CERTIFICATES OF TITLE

43 TAC §17.3

The Texas Department of Transportation proposes amendments to §17.3, concerning motor vehicle certificates of title.

EXPLANATION OF PROPOSED AMENDMENTS

The 76th Legislature, 1999, enacted House Bill 381, which amended Transportation Code, §501.031, to broaden the ability of a motor vehicle owner to enter into a rights of survivorship agreement for transfer of ownership of a motor vehicle and the requirements for such an agreement. The 76th Legislature also enacted House Bill 2176, which amended Transportation Code, §501.115, to clarify the amount of time a lienholder has to deliver a discharge of lien to a vehicle owner or the owner's designee after receipt of a final payment. As a result of the legislative amendments made to Transportation Code, Chapter 501, the department has determined that the information contained in §17.3(c)(2)(B) is unnecessary because the information is now clearly set forth in Transportation Code, Chapter 501, and certain information contained in §17.3(h) is no longer correct.

Subsections (a) and (b) of §17.3 are amended to correct cross-references, to enhance readability and clarity, and to improve grammar and consistency.

Section 17.3(c) is amended by deleting most of the existing language because it is no longer correct. The criteria and requirements for rights of survivorship agreements for a motor vehicle are sufficiently addressed in Transportation Code, §501.115, with one exception. A new sentence is added to clarify that rights of survivorship agreements may only be executed by natural persons acting in an individual capacity. Thus, corporations, partnerships, trusts, and other artificial or joint undertakings may not execute rights of survivorship agreements. This clarification is consistent with the apparent legislative intent underlying House Bill 381. Additional changes are made to enhance readability and clarity and to improve grammar and consistency.

Subsections (d), (e), (f), and (g) are amended to enhance readability and clarity and to improve grammar and consistency.

Section 17.3(h) is amended by eliminating the specific time period within which a lienholder must deliver a release of lien after receipt of a final payment. This information is unnecessary because Transportation Code, §501.031, clearly provides the required time period. Additional changes are made to enhance readability and clarity.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for each year of the first five-year period the section as proposed is in effect, there will be no significant fiscal implications for state or local governments as a result of enforcing or administering the section. There are no anticipated economic costs to persons required to comply with the section as proposed.

Jerry L. Dike, Director, Vehicle Titles and Registration Division, has certified that there will be no impact on local economies or overall employment as a result of enforcing or administering the proposed amendments.

PUBLIC BENEFIT

Mr. Dike has also determined that for each year of the first five years the proposed amendments are in effect, the public benefit anticipated as a result of enforcing and administering the amendments and compliance with the section will be to provide current and accurate information regarding rights of survivorship agreements and discharge of liens to motor vehicle owners of this state. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Jerry L. Dike, Director, Vehicle Titles and Registration Division, 125 East 11th Street Austin, Texas, 78701-2483. The deadline for receipt of written comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, §501.131, which authorizes the department to adopt rules governing the issuance of motor vehicle certificates of title.

No statutes, articles, or codes are affected by these proposed amendments.

§17.3.Motor Vehicle Certificates of Title.

(a)

Certificates of title [ Title ]. Unless otherwise exempted by law or this chapter, the owner of any vehicle that is required to be registered in accordance with Transportation Code, Chapter 502, shall [ be required to ] apply for a Texas certificate of title [ Certificate of Title ] in accordance with [ the Certificate of Title Act, ] Transportation Code, Chapter 501.

(1)

Motorcycles, motor-driven cycles, and mopeds.

(A)

The title requirements of a motorcycle are the same requirements prescribed for any motor vehicle.

(B)

A motorcycle, motor-driven cycle, or [ a ] moped designed for or used exclusively on golf courses is not classified as a motor vehicle and, therefore, title cannot be issued until [ such time as ] the unit is registered.

(C)

A vehicle that [ which ] meets the criteria for a moped and has been certified as a moped by the Department of Public Safety[ , ] must be registered and titled as a moped . If [ ; otherwise, if ] the vehicle does not appear on the list of certified mopeds published by that agency, the vehicle will be treated as a motorcycle for title and registration purposes.

(D)

A motor installed on a bicycle must be certified by the Department of Public Safety before the vehicle may be classified as a moped.

(2)

Farm vehicles.

(A)

The term motor vehicle does not apply to implements of husbandry , which [ and ] may not be titled.

(B)

Farm tractors owned by agencies exempt from registration fees in accordance with Transportation Code, §502.202, are required to be titled and registered with "Exempt" license plates issued in accordance with Transportation Code, §502.201.

(C)

Farm [ §502.283, and farm ] tractors used as road tractors to mow rights of way [ rights-of-way ] or used to move commodities over the highway for hire are required to be registered and titled.

(3)

Exemptions from title. Vehicles registered with the following distinguishing license plates may not be titled under [ the Certificate of Title Act, ] Transportation Code, Chapter 501:

(A)

vehicles eligible for machinery license plates in accordance with Transportation Code, §502.276, and §502.278;

(B)

vehicles eligible for farm trailer license plates in accordance with Transportation Code, §502.163; and

(C)

vehicles eligible for permit license plates in accordance with Transportation Code, §§502.351-502.353.

(4)

Trailers, semitrailers, and house trailers. Owners of trailers and semitrailers must apply for and receive a Texas certificate of title [ Certificate of Title ] for any stand alone (full) trailer, including homemade full trailers, having an empty weight in excess of 4,000 pounds or any semitrailer having a gross weight in excess of 4,000 pounds. House trailer-type vehicles must meet the criteria outlined in subparagraph (C) of this paragraph in order to be titled.

(A)

In the absence of a manufacturer's rated carrying capacity for a trailer or semitrailer [ trailers and semitrailers ], the rated carrying capacity will [ shall ] not be less than one-third of its empty weight.

(B)

Mobile office trailers, mobile oil field laboratories, and mobile oil field bunkhouses are not designed as dwellings [ a dwelling ], but are classified as commercial semitrailers[ , ] and must be registered and titled as commercial semitrailers [ such ] if operated upon the public streets and highways.

(C)

House trailer-type vehicles and camper trailers must meet the following criteria in order to be titled.

(i)

A house trailer-type vehicle designed for living quarters and that [ which ] is eight body feet or more in width or forty body feet or more in length (not including the hitch), is classified as a mobile home and is titled under the Texas Manufactured Housing Standards Act, Texas Civil Statutes, Article 5221f, administered by the Department of Housing and Community Affairs.

(ii)

A house trailer-type vehicle that [ which ] is less than eight feet in width and less than forty feet in length is classified as a travel trailer and must be registered and titled.

(iii)

A camper trailer must be titled as a house trailer and must be registered with travel trailer license plates.

(b)

Initial application for certificate of title [ Certificate of Title ].

(1)

Place of application. When motor vehicle ownership is transferred, except as provided by Transportation Code, Chapters 501 and 502 and by [ 16 TAC, §111.15(c) (relating to Record of Sales and Inventory) and ] §17.8(a)(1) of this subchapter [ title (relating to Certificates of Title for Salvage Vehicles) ], a certificate of title application must be filed with the county tax assessor-collector in the county in which the applicant resides[ , ] or in the county in which the motor vehicle was purchased or encumbered, within 20 working days of the date of sale.

(2)

Information to be included on application. An applicant for an initial certificate of title must [ shall ] file an application on a form prescribed by the department. The form will [ shall ] at a minimum require the:

(A)

motor vehicle description including, but [ which includes, but is ] not limited to, the motor vehicle's:

(i)

year;

(ii)

make;

(iii)

model;

(iv)

identification number;

(v)

body style;

(vi)

manufacturer's rated carrying capacity in tons for commercial motor vehicles; and

(vii)

empty weight;

(B)

license plate number, if the motor vehicle is subject to registration under Transportation Code, Chapter 502;

(C)

odometer reading and brand, or the word "exempt" if the motor vehicle is exempt from federal and state odometer disclosure requirements;

(D)

previous owner's name and city and state of residence;

(E)

name and complete address of the applicant;

(F)

name and mailing address of any lienholder and the date of lien, if applicable;

(G)

signature of the seller of the motor vehicle or the seller's authorized agent and the date the certificate of title application was signed;

(H)

signature of the applicant or the applicant's authorized agent and the date the certificate of title application was signed; and

(I)

applicant's social security number, if the application is filed in a county in which the department's automated registration and title system has been implemented, with the following exceptions:

(i)

an application [ applications ] filed in the name of an entity that does not have [ entities which do not have, or are not eligible to obtain, ] a social security number, or

(ii)

an individual applicant who does not have a social security number [ individual applicants who do not have, or are not eligible to obtain, a social security number ] ( An individual applicant who does not have a social security number must [ such applicants shall be required to ] execute a statement to that effect on a form prescribed by the department).

(3)

Serial number [ Number ]. If no serial number is die-stamped by the manufacturer on [ upon ] a motor vehicle, house trailer, trailer, semi-trailer, or [ an ] item of equipment required to be titled, or if the serial number assigned and die-stamped by the manufacturer has been lost, removed , or obliterated, the department will upon proper application, presentation of evidence of ownership, and presentation of a law enforcement physical inspection, assign a serial number to the motor vehicle, trailer , or equipment . The [ ; the ] manufacturer's serial number or the assigned serial number will be used by the department as the major identification of the motor vehicle or trailer in the issuance of a certificate of title.

(4)

Accompanying documentation. The certificate of title application must [ shall ] be supported by, at a minimum, the following documents:

(A)

evidence of vehicle ownership, as described in subsection (c) of this section;

(B)

odometer disclosure statement properly executed by the seller of the motor vehicle and acknowledged by the purchaser, if applicable;

(C)

the identification certificate required by Transportation Code, §548.256, and Transportation Code, §501.030, if the vehicle was last registered in another state or country; and

(D)

release of any liens , provided that if any liens are not released, they will [ or, if not released, the liens shall ] be carried forward on the new certificate of title application with [ pursuant to ] the following limitations.

(i)

An out-of-state lien recorded on out-of-state evidence as described in subsection (c) of this section cannot be carried forward to a Texas title when there is a transfer of ownership, unless a release of lien or authorization from the lienholder is attached.

(ii)

A lien recorded on out-of-state evidence as described in subsection (c) of this section is not required to be released when there is no transfer of ownership from an out-of-state title and the same lienholder is being recorded on the Texas application as is recorded on the out-of-state title.

(c)

Evidence of motor vehicle ownership. Evidence of motor vehicle ownership properly assigned to the applicant must [ shall ] accompany the certificate of title application. Evidence must [ shall ] include, but is not limited to, the following documents.

(1)

New motor vehicles. A manufacturer's certificate of origin assigned by the manufacturer or the manufacturer's representative or distributor to the original purchaser is [ shall be ] required for a new motor vehicle that is sold or offered for sale.

(A)

The manufacturer's certificate of origin must [ shall ] be in the form prescribed by the division director and must [ shall ] contain, at a minimum, the following information:

(i)

motor vehicle description including, but [ which includes, but is ] not limited to, the motor vehicle's year, make, model, identification number, body style and empty weight;

(ii)

the manufacturer's rated carrying capacity in tons when the manufacturer's certificate of origin is invoiced to a licensed Texas motor vehicle dealer [ as defined in 16 TAC, §111.2, (relating to Definitions), ] and is issued for commercial motor vehicles as that term is defined in Transportation Code, Chapter 502; and

(iii)

a statement identifying a motor vehicle designed by the manufacturer for off-highway use only.

(B)

When a motor vehicle manufactured in another country is sold directly to a person other than a manufacturer's [ non-manufacturer's ] representative or distributor, the manufacturer's certificate of origin must [ shall ] be assigned to the purchaser by the importer.

(2)

Used motor vehicles.

(A)

Evidence of ownership. A certificate of title issued by the department, a certificate of title issued by another state if the motor vehicle was last registered and titled in another state, or other evidence of ownership must [ shall ] be relinquished in support of the certificate of title application for any used motor vehicle. A letter of Title and Registration verification is required from a vehicle owner coming from a state that no longer titles vehicles after a certain period of time.

(B)

Rights of survivorship. A signed "rights of survivorship" agreement may be executed by a natural person acting in an individual capacity in accordance with Transportation Code, §501.031 [ , which is either attached to or printed on the certificate of title, allows the transfer of ownership by a surviving spouse. The surviving spouse or the surviving spouse's transferee may make application for a new certificate of title in accordance with the provisions of subsection (b) of this section, surrendering the properly executed certificate of title, along with a copy of the death certificate of the deceased spouse ].

(3)

Imported motor vehicles. An application for certificate of title for a motor vehicle last registered or titled in a foreign country must [ shall ] be supported by documents including, but [ , but is ] not limited to, the following [ documents ]:

(A)

the motor vehicle registration certificate or other verification issued by a foreign country reflecting [ which reflects ] the name of the applicant as the motor vehicle owner, or reflecting [ reflects ] that legal evidence of ownership [ such evidence of ownership ] has been legally assigned to the applicant; and

(B)

for motor vehicles that are less than 25 years old, proof of compliance with United States Department of Transportation (USDOT) regulations , including, but [ for all 1968 and subsequent year model motor vehicles and for all 1969 and subsequent year model motorcycles which shall include, but is ] not limited to, the following documents:

(i)

the original bond release letter with all attachments advising that the motor vehicle meets federal motor vehicle safety requirements or a letter issued by the USDOT [ United States Department of Transportation ], National Highway Traffic Safety Administration, verifying the issuance of the original bond release letter;

(ii)

a legible copy of the motor vehicle importation form validated with an original United States Customs stamp, date, and signature as filed with the USDOT [ United States Department of Transportation ] confirming the exemption from the bond release letter required in clause [ subitem ] (i) of this subparagraph, or a copy thereof certified by United States Customs;

(iii)

a verification of motor vehicle inspection by United States Customs certified on its [ United States Customs ] letterhead and signed by its [ a United States Customs ] agent verifying that the motor vehicle complies with USDOT [ United States Department of Transportation ] regulations;

(iv)

a written confirmation that a physical inspection of the safety certification label has been made by the department and that the motor vehicle meets United States motor vehicle safety standards;

(v)

the original bond release letter, [ or ] verification thereof, or written confirmation from the previous state verifying that a bond release letter issued by the USDOT [ United States Department of Transportation ] was relinquished to that jurisdiction, if the non United States standard motor vehicle was last titled or registered in another state for one year or less; or

(vi)

verification from the vehicle manufacturer on its [ their ] letterhead stationary.

(4)

Alterations to documentation. An alteration to a registration receipt, certificate of title, manufacturer's certificate, or other evidence of ownership constitutes [ shall constitute ] valid reason for the rejection of any transaction to which [ such ] altered evidence is attached. [ The department may accept certain types of alterations provided that they are corrected in accordance with the following procedures. ]

(A)

Altered lien information on any surrendered evidence of ownership requires a release from the original lienholder or a statement from the proper authority of the [ that ] state in which the lien originated . The statement must verify [ verifying ] the correct lien information.

(B)

A strikeover that [ on any document which ] leaves any doubt about [ as ] the legibility of any digit in any document [ in a number ] will not be accepted.

(C)

A corrected [ correct ] manufacturer's certificate of origin will be required if the manufacturer's certificate of origin contains [ documents show ] an:

(i)

incomplete or altered vehicle identification number;

(ii)

alteration or strikeover of the vehicle's year model;

(iii)

alteration or strikeover to the body style, or omitted body style on the manufacturer's certificate of origin; or

(iv)

alteration or strikeover to the manufacturer's rated carrying capacity.

(D)

A Statement of Fact may be requested to explain errors, corrections, or conditions from which doubt does or could arise concerning the legality of any instrument. A Statement of Fact will be required in all cases:

(i)

where the date of sale on an assignment has been erased or altered in any manner; or

(ii)

of alteration or erasure on a Dealer's Reassignment of Title.

(d)

Certificate of title issuance. Upon receiving a completed application for certificate of title, along with the title application fee of $13 and any other applicable fees, the department or its designated agent will process and issue a certificate of title.

(1)

Negotiable titles. The department will issue and mail or deliver negotiable titles, marked "Original," to the applicant or, in the event that there is a lien disclosed in the application, to the first lienholder.

(2)

Non-negotiable titles. The department will issue non-negotiable titles, which may be used only as evidence of title and may not be used to transfer any interest or ownership in a motor vehicle[ , ] or to establish a new lien , in the following circumstances. [ : ]

(A)

In [ in ] the event that there is a lien disclosed in the application , a duplicate certificate of title marked "Duplicate Original [ , ] " will be mailed or delivered to the address of the applicant as disclosed upon the application . [ ; ]

(B)

In [ in ] the event that the owner of a vehicle last registered or titled in another state (and subject to registration in this state) cannot or does not wish to relinquish the negotiable out-of-state evidence of ownership to obtain a negotiable Texas title, a duplicate certificate of title marked "Registration Purposes Only" will be mailed or delivered to the address of the applicant as disclosed upon the application . In [ (in ] instances in which [ where ] the title or registration receipt is assigned to the applicant, an application for "Registration Purposes Only" will not be processed[ ) ].

(e)

Replacement of certificate of title. If a certificate of title is lost or destroyed, the owner or lienholder may obtain a certified copy of that title upon proper application with the department in accordance with [ the Certificate of Title Act, ] Transportation Code, Chapter 501, and payment of the appropriate fee to the department.

(1)

Certified copy.

(A)

Applicant who is a vehicle owner, lienholder, or verified agent.

(i)

If the applicant requests that a certified copy be issued before the fourth business day following application, the application must be made in person and the applicant must present valid personal identification, including a photograph, issued by an agency of this state or of the United States.

(ii)

If the applicant is an agent, the applicant must present verifiable proof that he or she is an agent of the owner or lienholder. This proof may include a power of attorney, business card, written authorization on company letterhead, or employee identification.

(B)

Applicant other than the vehicle owner, lienholder, or verified agent.

(i)

The department will not issue a certified copy of a certificate of title to an applicant other than the vehicle owner, lienholder, or verified agent before the fourth business day after application has been made.

(ii)

An applicant other than the vehicle owner, lienholder, or verified agent may only apply for a certified copy of a certificate of title by mail [ Such titles shall only be issued by mail ].

(2)

Certified copy designation. A certified copy of an existing certificate of title will be marked "Certified Copy" until [ such time that ] ownership of the vehicle is transferred, when the words "Certified Copy" will be eliminated from the new certificate of title.

(3)

Fees. The fee for obtaining a certified copy of a certificate of title is [ shall be ] $2.00 if the application is processed at the department's headquarters office [ , ] and $5.45 if the [ such ] application is processed at one of the department's regional offices.

(4)

Recovery of lost title. In the event that the "Duplicate Original" or "Original" certificate of title is recovered, the owner shall relinquish the certified copy to the department for cancellation [ and the words "Certified Copy" will be eliminated from certificates issued thereafter by the department as a result of transfer of ownership ].

(f)

Department notification of second hand vehicle transfers. A transferor of a motor vehicle may voluntarily make written notification to the department of the sale of the vehicle, in accordance with Texas Civil Statutes, Article 6687-5 as amended, and this subsection.

(1)

Notification form. The department will [ shall ] provide a form for written notice of transfer . The form will [ , which shall ] include:

(A)

vehicle identification number of the vehicle;

(B)

license plate number issued to the vehicle;

(C)

full name and address of the transferor;

(D)

full name and address of the transferee;

(E)

date the transferor delivered possession of the vehicle to the transferee;

(F)

signature of transferor; and

(G)

date the transferor signed the form.

(2)

Records. Upon receipt of written notice of transfer and a $5.00 fee from the transferor of a motor vehicle, the department will [ shall ] mark its records to indicate the date of transfer and the full name and address of the transferee.

(3)

Ownership of transferred vehicle. After the date of the transfer of the vehicle as shown in the department records, the transferee of the vehicle is rebuttably presumed to be:

(A)

the owner of the vehicle; and

(B)

subject to civil and criminal liability arising out of the use, operation, or abandonment of the vehicle, to the extent that ownership of the vehicle subjects the owner of the vehicle to criminal or civil liability under another provision of the law.

(4)

Certificate of title issuance. A certificate of title may not be issued in the name of a transferee until the [ such ] transferee files an application for the certificate of title as described in this section.

(g)

Suspension, revocation, or refusal to issue Certificates of Title.

(1)

Grounds for title suspension, revocation, or refusal to issue. The department will refuse issuance of a certificate of title, or having issued a certificate of title, suspend or revoke the certificate of title if the:

(A)

application contains any false or fraudulent statement;

(B)

applicant has failed to furnish required information requested by the department;

(C)

applicant is not entitled to the issuance of a certificate of title under [ the Certificate of Title Act, ] Transportation Code, Chapter 501;

(D)

department has reasonable grounds [ ground ] to believe that the vehicle is a stolen or converted vehicle [ , ] or that the issuance of a certificate of title would constitute a fraud against the rightful owner or a mortgagee;

(E)

registration of the vehicle stands suspended or revoked; or

(F)

required fee has not been paid.

(2)

Contested case procedure. Any person who has an interest in a motor vehicle to which the department has refused to issue a certificate of title or has suspended or revoked the certificate of title may contest the department's decision [ such decisions ] in accordance with [ the Certificate of Title Act, ] Transportation Code, §501.052 and §501.053 [ §§501.052-501.053 ], in the following manner.

(A)

Hearing. Any person who has an interest in a motor vehicle to which the department has refused to issue a certificate of title or has suspended or revoked the certificate of title may apply to the designated agent of the county in which they reside for a hearing. At the hearing the applicant and the department may submit evidence, and a ruling of the designated agent will bind both parties. An applicant wishing to appeal the ruling of the designated agent may do so to the County Court of the county in which the applicant resides.

(B)

Alternative to hearing. In lieu of a hearing, any person who has an interest in a motor vehicle to which the department has refused to issue a certificate of title or has suspended or revoked a certificate of title may file a bond with the department, in an amount equal to one and one-half times the value of the vehicle as determined by the department, and in a form prescribed by the department. Upon the filing of the bond, the department may issue a certificate of title. The bond shall expire three years after the date it becomes effective and will [ shall ] be returned to the person posting bond, upon expiration, unless the department has been notified of the pendency of an action to recover on the bond.

(h)

Discharge of lien. A lienholder must provide the owner, or the owner's designee, a discharge of the lien after [ within 21 days from ] receipt of the final payment within the time limits specified in Transportation Code, Chapter 501 . The lienholder must submit one of the following documents:

(1)

the certificate of title including an authorized signature in the space reserved for release of lien;

(2)

a release of lien form prescribed by the department , with the form filled out to include [ that requires ] the:

(A)

certificate of title or document [ title/document ] number , or a description of the motor vehicle [ or motor vehicle description ] including, but not limited to, the motor vehicle's:

(i)

year;

(ii)

make;

(iii)

vehicle identification number; and

(iv)

license plate number, if the motor vehicle is subject to registration under Transportation Code, Chapter 502;

(B)

printed name of lienholder;

(C)

signature of lienholder or an authorized agent;

(D)

printed name of the authorized agent if the agent's signature is shown;

(E)

telephone number of lienholder; and

(F)

date signed by the lienholder;

(3)

signed and dated correspondence submitted on company letterhead that includes:

(A)

a statement that the lien has been paid;

(B)

a description of the vehicle as indicated in paragraph (2)(A) of this subsection;

(C)

a certificate of title or document [ title/document ] number; or

(D)

lien information;

(4)

any out-of-state prescribed release of lien form , including an executed release on a lien entry form [ or a lien filing receipt ];

(5)

out-of-state evidence with the word "Paid" or "Lien Satisfied" stamped or written in longhand on the face, followed by the name of the lienholder, countersigned or initialed by an agent, and dated; or

(6)

original security agreements or copies of the original security agreements if the originals or copies [ they ] are stamped "Paid" or "Lien Satisfied" with a company paid stamp[ , ] or if they contain a statement in longhand that the lien has been paid [ a "Paid Statement" in longhand ] followed by the company's name.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002347

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Subchapter B. MOTOR VEHICLE REGISTRATION

43 TAC §17.22

The Texas Department of Transportation proposes amendments to §17.22 concerning motor vehicle registration.

EXPLANATION OF PROPOSED AMENDMENTS

The 76th Legislature, 1999, enacted House Bill 89, which amended Transportation Code, §502.176 to allow for a change in a motor vehicle's registration renewal month if the vehicle's registration was renewed late for a valid reason. The 76th Legislature, 1999, also enacted House Bill 924, which amended Transportation Code, §502.407(a), to change the grace period for the expiration of motor vehicle registration from five days to five working days. The 76th Legislature, 1999, also enacted House Bill 1743, which added Transportation Code, §502.0025, to permit military personnel, under specified circumstances, to operate a vehicle without Texas registration for up to 90 days after returning from an overseas assignment. The department also desires to clarify the department's authority with regard to objectionable numbering on license plates.

Subsections (a), (b), and (c) of §17.22 are amended to correct cross-references, enhance readability and clarity, and improve grammar and consistency.

New subsection (c)(3) is added to permit the department to refuse to issue license plate numbers that conflict with the department's numbering system, that are obscene or objectionable, or that are currently issued to another owner. This standard is also found in §17.28(c)(8)(C), where it applies only to personalized plates. The amendment also clarifies that the department will cancel a plate that has already been issued if it meets the standards of this subsection. This amendment expands the department's authority to all license plates and makes clear that the department will cancel or not issue any license plate number, whether or not it is a personalized plate, if the number conflicts with the department's numbering system, is obscene or objectionable, or is currently issued to another owner.

Former subsection (c)(3) is renumbered as new subsection (c)(4).

Subsection (d) is amended to enhance readability and clarity and improve grammar and consistency.

Subsection (d)(5)(A) is amended to conform to House Bill 924, which amended Transportation Code, §502.407(a), by changing the grace period for the expiration of motor vehicle registration from five days to five working days.

Subsections (d)(5)(B), (C), (D), and (E) are amended to conform to House Bill 89, which amended Transportation Code, §502.176 to allow for a change in a motor vehicle's registration renewal month if a county tax assessor-collector determined that the vehicle's registration was renewed late for a valid reason. House Bill 89 also clarified the applicability of the 20% delinquency penalty and authorized the prorating of certain annual registration fees.

New subsection (d)(5)(F) is added to comply with the requirement in House Bill 89 that the department adopt rules to govern the delinquent renewal of a motor vehicle registration that is filed directly with the department. The new language adopts the statutory standards for determining if the reason for a late renewal is valid and implements the same procedure as if the renewal were filed with a county tax assessor-collector.

Subsections (e) and (f) are amended to correct cross-references, to enhance readability and clarity, and to improve grammar and consistency.

Subsection (f) is also amended to provide an exception to the general rule that out-of-state vehicles must be registered in Texas within 30 days of being brought into the state. This amendment conforms to House Bill 1743, which added Transportation Code, §502.0025, to permit military personnel, under specified circumstances, to operate a vehicle without Texas registration for up to 90 days after returning from an overseas assignment.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for each year of the first five-year period the section as proposed is in effect, there will be no significant fiscal implications for state or local governments as a result of enforcing or administering the section.

Jerry L. Dike, Director, Vehicle Titles and Registration Division, has certified that there will be no impact on local economies or overall employment as a result of enforcing or administering the proposed amendments.

PUBLIC BENEFIT

Mr. Dike has also determined that for each year of the first five years the proposed amendments are in effect, the public benefit anticipated as a result of enforcing or administering the amendments will be to allow those registrants whose registration is delinquent, with a valid reason, to register their vehicle for 12 months and not be subject to a 20% penalty. There are no anticipated economic costs to individuals who are required to comply with the section as proposed. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Jerry L. Dike, Director, Vehicle Titles and Registration Division, 125 East 11th Street, Austin, Texas 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, §502.009, which authorizes the department to adopt rules governing the issuance of motor vehicle registration.

No statutes, articles, or codes are affected by the proposed amendments.

§17.22.Motor Vehicle Registration.

(a)

Registration. Unless otherwise exempted by law or this chapter, a vehicle to be used upon the public highways of this state must be registered in accordance with Transportation Code, Chapter 502 and the provisions of this section. Transportation Code, Chapter 501, Subchapter E [ Texas Civil Statutes, Article 6687-1(37A)(j) and (n), ] and §17.8 of this title (relating to Certificates of Title for Salvage Vehicles) prohibit registration of a vehicle whose owner has been issued a salvage or nonrepairable motor vehicle certificate of title. These vehicles may not be operated upon a public roadway.

(b)

Initial application for vehicle registration.

(1)

An applicant for initial vehicle registration must file an application on a form prescribed by the department. The form will [ shall ] at a minimum require:

(A)

the signature of the owner;

(B)

the motor vehicle description , including, but [ which includes, but is ] not limited to, the motor vehicle's year, make, model, vehicle identification number, body style, manufacturer's rated carrying capacity in tons for commercial motor vehicles, and empty weight;

(C)

the license plate number;

(D)

the odometer reading, or the word "exempt" if the motor vehicle is exempt from federal and state odometer disclosure requirements;

(E)

the name and complete address of the applicant; and

(F)

the name, mailing address, and date of any liens.

(2)

The application must be accompanied by the following documents:

(A)

evidence of vehicle ownership as specified in Transportation Code, §501.030, unless the vehicle has been issued a salvage or nonrepairable motor vehicle certificate of title in accordance with Transportation Code, Chapter 501, Subchapter E [ Texas Civil Statutes, Article 6687-1(37A)(j) and (n) ];

(B)

registration fees [ as may be ] prescribed by law;

(C)

any local fees or other fees [ as may be ] prescribed by law and collected in conjunction with registering a vehicle;

(D)

evidence of financial responsibility [ as ] required by Transportation Code, §502.153, unless otherwise exempted by law; and

(E)

any other documents or fees required by law.

(3)

[ Place of registration. ] An initial application for registration must [ shall ] be filed with the tax assessor-collector of the county in which the owner resides , except that [ ; provided, however: ]

[ (A)

registration involving the transfer of vehicle ownership by a motor vehicle dealer shall be governed by 16 Texas Administrative Code, §§111.1-111.16; and ]

[ (B) ]

an application for registration as a prerequisite to filing an application for certificate of title may also be filed with the county tax assessor-collector in the county in which the motor vehicle is purchased or encumbered.

(c)

Vehicle registration insignia.

(1)

Upon receipt of a complete initial application for registration with the accompanying documents and fees, the department will issue vehicle registration insignia to be displayed on the vehicle for which the registration was issued for the current registration period.

(A)

If the vehicle has a windshield, the symbol, tab , or other device prescribed by and issued by the department must be attached to the inside lower left corner of the vehicle's front windshield within six inches of the vehicle inspection sticker in a manner that will not obstruct the vision of the driver.

(B)

If the vehicle has no windshield, the symbol, tab, or other device prescribed by and issued by the department shall be attached to the rear license plate.

(C)

If the vehicle is registered as a Former Military Vehicle as prescribed by Transportation Code, §502.275 [ §17.28(b)(14) of this title (relating to Special Category License Plates, Symbols, and Tabs) ], the vehicle's registration number shall be displayed in lieu of displaying a symbol, tab, or license plate.

(i)

Former Military Vehicle registration numbers shall be displayed on a prominent location on the vehicle in numbers and letters of at least two inches in height.

(ii)

To the extent possible, the location and design of the Former Military Vehicle registration number must conform to [ with ] the vehicle's original military registration number.

(2)

Unless otherwise prescribed by law, each vehicle registered under this subchapter must display two license plates, one at the front and one at the rear of the vehicle.

(3)

In accordance with Transportation Code, §502.052 and §502.180(e), the department will cancel or not issue any license plate with a number that:

(A)

conflicts with the department's current or proposed regular license plate numbering system;

(B)

is determined to be obscene or objectionable by the director; or

(C)

is currently issued to another owner.

(4)

[ (3) ] The provisions of paragraph (1) of this subsection do not apply to vehicles registered with annual license plates issued by the department.

(d)

Vehicle registration renewal.

(1)

To renew vehicle registration, a vehicle owner must apply, prior to the expiration of the vehicle's registration, [ A vehicle owner shall apply ] to the tax assessor-collector of the county in which the owner resides [ for registration renewal prior to the expiration of the vehicle's registration ].

(2)

The department will mail a license plate renewal notice, indicating the proper registration fee and the month and year the registration expires , to each vehicle owner approximately six to eight weeks prior to the expiration of the vehicle's registration.

(3)

The license plate renewal notice must be returned by the vehicle owner to the appropriate county tax assessor- collector or to the tax assessor-collector's [ his or her ] deputy, either in person or by mail, and must [ shall ] be accompanied by the following documents and fees:

(A)

registration renewal fees [ as may be ] prescribed by law;

(B)

any local fees or other fees [ as may be ] prescribed by law and collected in conjunction with registration renewal; and

(C)

evidence of financial responsibility [ as ] required by Transportation Code, §502.153, unless otherwise exempted by law.

(4)

If a renewal notice is lost, destroyed, or not received by the vehicle owner, the vehicle may be registered if the owner presents personal identification acceptable to the tax assessor-collector. Failure to receive the notice does not relieve the owner of the responsibility to renew the vehicle's registration.

(5)

Renewal of expired vehicle registrations.

(A)

In accordance with Transportation Code, §502.407, a vehicle with an expired registration may not be operated upon the highways of the state after the fifth working day after the date a vehicle registration expires.

(B)

A 20% delinquency penalty is due when registration is renewed if the owner has been arrested or cited for operating the vehicle without valid registration [ any time a vehicle is operated upon the public streets or highways without the required registration ].

(C)

If the county tax assessor-collector determines that a registrant has a valid reason for being delinquent in registration, the vehicle owner will be required to pay for twelve months' registration. Renewal will establish a new registration expiration month that will end on the last day of the eleventh month following the month of registration renewal.

(D)

If the county tax assessor-collector determines that a registrant does not have a valid reason for being delinquent in registration, the full annual fee will be collected and the vehicle registration expiration month will remain the same.

(E)

If a vehicle is registered in accordance with Transportation Code, §502.164, §502.167, §502.203, §502.255, §502.267, §502.277, §502.278, §502.295, or §502.2951, and if the vehicle's registration is renewed more than one month after expiration of the previous registration, the registration fee will be prorated.

(F)

Any delinquent registration submitted directly to the department for processing will be evaluated to verify the reason for delinquency. If the department determines that a registrant has a valid reason for being delinquent in registration, the vehicle owner will be required to pay for 12 months' registration. Renewal will establish a new registration expiration month that will end on the last day of the 11th month following the month of registration. If the department determines that a registrant does not have a valid reason for being delinquent in registration, the full annual fee will be collected and the vehicle registration expiration month will remain the same. Valid reasons for delinquency include those reasons set forth in Transportation Code, §502.176(e).

[ (C)

If an owner renews the registration of a vehicle more than one month after the previous registration has expired and the vehicle has not been operated upon the public streets or highways, the vehicle owner will be required to execute a non-use affidavit stating such, and the registration fee will be prorated for the balance of the registration year. ]

[ (D)

If an owner renews the registration of a vehicle more than one month after the previous registration has expired and cannot execute the non-use affidavit because the vehicle has been operated, the full annual fee shall be collected plus a 20% delinquency penalty as provided by Transportation Code, §502.176. ]

(6)

License plate reissuance and recall program.

(A)

The county tax assessor-collectors are authorized to issue new multi-year license plates at no additional charge upon request by the owner at the time of registration renewal, provided the current plates are over five years old.

(B)

The county tax assessor-collectors shall issue new multi-year license plates at no additional charge at the time of registration renewal provided the current plates are over eight years old.

(e)

Replacement of license plates, symbols, tabs, and other devices [ registration symbol, tab, device, or number plates ].

(1)

When a license plate, symbol, tab, or other registration device is [ the registration symbol, tab, device or number plates are ] lost, stolen, or mutilated, a replacement may be obtained from any county tax assessor-collector as prescribed by law.

(2)

To obtain a replacement, the [ The ] owner must properly execute an affidavit [ a replacement affidavit, ] containing the vehicle description, the original license plate number, and a sworn statement that the license plate, symbol, tab, or other registration device [ registration symbol, tab, device, or number plates ] furnished for the described vehicle has [ described have ] been lost, stolen, or mutilated, and will not be used on any other vehicle.

(3)

If the owner remains in possession of any part of the lost, stolen, or mutilated license plate, symbol, tab, or other registration device, that remaining part [ The owner's remaining part of the registration symbol, tab, device, or number plates ] must be removed and surrendered to the department upon issuance of the replacement and upon request by the county tax assessor-collector [ , the owner's current year's license receipt ].

(f)

Out-of-state vehicles. A vehicle brought to Texas from out-of-state must be registered within 30 days of the date on which the owner establishes residence or secures gainful employment , except as provided by Transportation Code, §502.0025 . Accompanying a completed application, an applicant must [ shall ] provide:

(1)

an application for certificate of title as required by [ the Certificate of Title Act, ] Transportation Code, Chapter 501, if the vehicle to be registered has not been previously titled in this state; and

(2)

an identification certificate required by [ the ] Transportation Code, §548.256 and §501.030.

(g)

Enforcement of traffic warrant. The department or a county tax assessor-collector may, pursuant to the provisions of a contract entered into under Transportation Code, §702.003, refuse to register a vehicle owned by a person for whom a warrant of arrest is outstanding for failure to appear or pay a fine on a complaint involving a violation of a traffic law.

(h)

Refusal to register vehicle in certain counties. The department or a county tax assessor-collector may, pursuant to the provisions of a contract entered into in accordance with Government Code, Chapter 791, and Transportation Code, §502.185, refuse to register a vehicle owned by a person who owes the county money for a fine, fee, or tax that is past due.

(1)

To place or remove a registration denial flag on a vehicle record, the county must submit a magnetic tape or other acceptable submission medium as determined by the department in a format prescribed by the department.

(2)

The information submitted by the county will include, at a minimum, the vehicle identification number (VIN) and the registration plate number of the affected vehicle.

(3)

If a county data submission contains bad or corrupted data, the submission medium will be returned to the county with no further action by the department.

(4)

The magnetic tape or other submission medium must be submitted to the department from a single source within the county, as approved by the county commissioner's court.

(5)

County submission of a magnetic tape or other submission medium to the department constitutes a certification that the county has notified owners of vehicles whose records appear on the tapes that past due fines, fees, or taxes are owed to the county.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002348

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


43 TAC §17.24

The Texas Department of Transportation proposes amendments to §17.24, concerning disabled person license plates and identification placards.

EXPLANATION OF PROPOSED AMENDMENTS

House Bill 1032, 76th Texas Legislature, 1999, amended the Transportation Code by changing the standards governing disabled person identification placards. Senate Bill 21, 76th Texas Legislature, 1999, amended the Transportation Code by providing that certain institutions, facilities, and residential retirement communities may obtain disabled person license plates and identification placards for display on vans and buses used to transport their residents. Senate Bill 132, 76th Texas Legislature, 1999, amended the Transportation Code by allowing physicians licensed to practice medicine in states adjacent to Texas to sign an application for disabled person license plates and identification placards. The department has also determined that certain information contained in §17.24 is unnecessary because the information is already clearly set forth in Transportation Code, Chapters 502 and 681. Finally, some changes have been made to enhance readability and clarity, to improve grammar and spelling, and to correct cross-references.

Subsection (a) is amended to enhance readability and clarity and to improve grammar.

Subsection (b) is amended to bring the rules into conformity with House Bill 1032. Language has been deleted when it is unnecessary because the information is already clearly set forth in the corresponding statutory sections. Some changes have been made to enhance readability and clarity, to improve grammar, and to correct cross-references.

Subsection (b)(1) is amended to reflect that the issuance of disabled person license plates is in accordance with Transportation Code, Chapter 502.253. The subsection is also amended by deleting the information concerning the types of vehicles for which disabled person license plates may be issued and the criteria for issuance because this information is already clearly set forth in Transportation Code, Chapters 502 and 681. The reference to the international symbol of access is moved from subparagraph (B) to subparagraph (A), and subparagraph (B) has been given a new title that more accurately reflects the subject matter of the subparagraph. Additional changes throughout subparagraphs (B) and (C) enhance readability and clarity, improve grammar, and correct cross-references.

Subsection (b)(2) is amended to conform to House Bill 1032, which mandated that placards of different colors be issued to persons with mobility-related and non mobility-related disabilities. Some details are deleted because they contain information that is already clearly set forth in Transportation Code, Chapters 502 and 681. Additional changes enhance readability and clarity.

Subsection (c) is amended to conform to Senate Bill 132, which allowed a certification of disability to be signed by a physician licensed to practice medicine in a state adjacent to Texas. Subsection (c) is also amended to conform to Senate Bill 21, which allowed certain licensed facilities to obtain disabled person license plates and identification placards for display on vans and buses used to transport their residents. Some details in subsection (c) are deleted because they contain information already clearly set forth in Transportation Code, Chapters 502 and 681. Additional changes throughout subsection (c) enhance readability and clarity.

Subsection (c)(3) is amended to conform to Senate Bill 132, which permitted a certification of disability to be signed by a physician licensed to practice medicine in a state adjacent to Texas. The amendment identifies those states. Information formerly contained in subsection (c)(3)(B) is expanded in detail to conform to Senate Bill 132 and is distributed between subsections (c)(3)(B) and (c)(3)(C).

Existing subsection (c), paragraph (4) is eliminated in its entirety because it contains information that is already clearly set forth in Transportation Code, Chapters 502 and 681. Subsection (c)(5) has been renumbered as paragraph (4) and amended to enhance readability and clarity and to correct cross-references.

Subsection (c), new paragraph (5) is added to conform to Senate Bill 21, which allowed certain institutions, facilities, and residential retirement communities to obtain disabled person license plates and identification placards for display on vans and buses used to transport their residents. The new language clarifies that qualified facilities will receive license plates or blue permanently disabled person identification placards and that the application need not contain the supporting documentation required of individuals.

Existing subsection (c)(6) is eliminated in its entirety because it contains information that is already clearly set forth in Transportation Code, Chapters 502 and 681.

Subsection (d) is amended to remove language in paragraph (2) that is unnecessary because the information is already clearly set forth in Transportation Code, Chapter 681. Amendments are made throughout subsection (d) to enhance readability and clarity and to correct cross-references.

Subsections (e)and (f) are amended to enhance readability and clarity and to improve spelling.

Subsection (g) is eliminated in its entirety because it contains information that is already clearly set forth in Transportation Code, Chapter 502, and in Texas Civil Statutes, Article 8613.

Subsection (h) has been renumbered as subsection (g) and amended to correct cross-references. In addition, a provision is added to clarify that in an administrative hearing mandated by Transportation Code, §681.012, the administrative law judge must apply the standards set forth in §681.011 to determine if an offense has been committed involving the improper use of a disabled parking placard. If such an offense is found, the placard shall remain revoked, and a new placard shall not be issued to that person for at least one year. The addition of this standard is necessary because the Transportation Code mandates a hearing, but does not specify the issues to be litigated or standards to be applied.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for each year of the first five-year period the amended section as proposed is in effect, there will be fiscal implications to state government as a result of enforcing or administering the sections. The effect on state government will be an estimated additional cost of approximately $89,000 for the year 2000, for manufacturing additional placards; notifications to the counties, law enforcement entities, and other interested parties; providing a quality hole punch for each of the main county tax offices and substations; and revising the application form. Additional costs for years 2001-2004 are approximately $300 each year for manufacturing additional placards. Additional revenue is estimated to be approximately $38,000 for the year 2000 and approximately $7,000 each year for years 2001-2004 due to the increase in the number of placards sold. There will be no significant fiscal implications for local governments as a result of enforcing or administering the amended section. There are no anticipated economic costs for persons required to comply with the amended sections as proposed.

Jerry L. Dike, Director, Vehicle Titles and Registration Division, has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the proposed amendments.

PUBLIC BENEFIT

Mr. Dike has also determined that for each year of the first five years the proposed amendments are in effect, the public benefit anticipated as a result of enforcing or administering the amendments will be to allow more disabled persons of this state to enjoy disabled person parking privileges and to improve public awareness of the terms on which disabled person license plates and identification placards are issued. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendments may be submitted to Jerry L. Dike, Director, Vehicle Titles and Registration Division, 125 East 11th Street Austin, Texas, 78701-2483. The deadline for receipt of written comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendments are proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, §502.009, which authorizes the department to adopt rules governing the issuance of motor vehicle registration. In addition, the amendments are proposed under the provisions of Transportation Code, Chapter 502, which authorizes the department to adopt rules regarding the registration of motor vehicles.

No statutes, articles, or codes are affected by the proposed amendments.

§17.24.Disabled Person License Plates and Identification Placards.

(a)

Purpose. Transportation Code, Chapters 502 and 681, charges the department with the responsibility for issuing specially designed [ specially-designed ] license plates and identification placards for [ permanently and temporarily ] disabled persons. In order for the department to [ efficiently and effectively ] perform these duties efficiently and effectively , this section prescribes the policies and procedures for the application, issuance, and renewal of disabled person license plates and placards.

(b)

Issuance.

(1)

Disabled person license plates.

(A)

Eligibility. In accordance with Transportation Code, §502.253, the [ Vehicle. The ] department will issue specially designed license plates displaying the international symbol of access to permanently disabled persons or their transporters in lieu of regular passenger license plates [ , if the passenger vehicle, motorcycle, or light commercial vehicle: ]

[ (i)

has a manufacturer's rated carrying capacity of one ton or less; ]

[ (ii)

is used for non-commercial purposes; and ]

[ (iii)

is regularly operated by, or for the transportation of permanently disabled persons ].

(B)

Special category license plates. [ Identifying insignia. Disabled person license plates will include the international symbol of access. ] The department will issue disabled person insignia on those special category license plates that can accommodate the identifying insignia[ , ] and that [ which ] are issued in accordance with §17.28 of this subchapter [ title (relating to Special Category License Plates, Symbols, and Tabs) ].

(C)

License plate number. Disabled person license plates will bear a license plate number assigned by the department[ , ] or will bear a personalized license plate number issued in accordance with §17.28 of this subchapter [ title (relating to Special Category License Plates, Symbols, and Tabs) ].

(2)

Windshield identification placards. The department will issue removable windshield identification placards to temporarily or permanently disabled persons[ , ] and to the transporters of permanently disabled persons. A person who has been issued a windshield identification placard shall hang the placard from a vehicle's rearview mirror when the vehicle is parked in a disabled person parking space or shall display the placard on the center portion of the dashboard if the vehicle does not have a rearview mirror.

(A)

A placard issued to a person with a mobility-related disability described by Transportation Code, §681.001(5)(B) or (C), will be white on a blue shield in color.

(B)

A placard issued to a person with any other disability will be white on a red shield in color.

[ (A)

Location. A person who has been issued a windshield identification placard shall suspend the placard from a vehicle's rearview mirror when the vehicle is parked in a disabled person parking space, or display the placard on the center portion of the dashboard if such vehicle does not have a rearview mirror. ]

[ (B)

Identifying insignia. Windshield identification placards will include the following information: ]

[ (i)

the international symbol of access; ]

[ (ii)

an identification number; ]

[ (iii)

the seal or other identification of the department; ]

[ (iv)

date of expiration; ]

[ (v)

the applicant's driver's license number or the number of a personal identification card issued to the applicant under Transportation Code, Chapter 521; and ]

[ (vi)

a hologram designed by the department. ]

(c)

Initial application.

(1)

Place of application. The following persons may file an application for disabled person license plates or identification placards with the county tax assessor-collector in the county in which the applicant resides:

(A)

the owner of a registered vehicle that is regularly operated by or for the transportation of a disabled person; and

(B)

a disabled person who is not a vehicle owner.

(2)

Application form. The [ Such ] application must be made on a form prescribed by the director and must [ shall ], at a minimum, include [ require ] the name, address, and signature of the disabled person, and:

(A)

the applicant's driver's license number or the number of a personal identification card issued to the applicant under Chapter 521; or

(B)

an out-of-state current driver's license number issued to a non-resident individual serving in the United States military at a military installation in this state.

(3)

Accompanying documentation.

(A)

In accordance with Transportation Code, §§502.253 and 681.003, and unless [ Unless ] otherwise exempted by law or this section, an initial application for disabled person license plates and an identification placard must be accompanied by evidence that the operator or regularly transported person is disabled.

[ (B)

Such evidence of disability must contain a certification as to whether the disability is temporary or permanent and the disabled person's name, and be signed by a physician who is: ]

[ (i)

licensed to practice medicine in Texas; ]

[ (ii)

practicing medicine in the United States Military on a military installation; or ]

[ (iii)

practicing medicine in a Veterans Administration medical facility in Texas. ]

(B)

[ (C) ] The evidence must be in the form of:

(i)

a disability statement, as it appears on the application for disabled person license plates or identification placards, which has been correctly completed and signed in the presence of a notary; or

(ii)

a written prescription that includes the disabled person's name, a statement that the disability is either temporary or permanent, a statement whether the person's disability is mobility related as described by Transportation Code, §681.001(5)(B) or (C), and the physician's signature (The prescription must be written on a prescription form or on the physician's letterhead) .

(C)

An initial application for disabled person license plates or identification placards must be signed by a physician:

(i)

licensed to practice medicine in Texas, Arkansas, Louisiana, New Mexico, or Oklahoma;

(ii)

authorized by law to practice medicine in a health facility of the Veterans Administration;

(iii)

or practicing medicine in the United States Military on a military installation.

[ (4)

Additional requirements. Applications for disabled person license plates and identification placards shall be accompanied by any fees or additional documentation as required by law. ]

(4)

(5) Exemption [ Exemptions ] from accompanying documentation. The department will issue disabled person identification placards to an organization that regularly transports disabled persons in vehicles it owns or controls if the [ such ] organization is prohibited by law from disclosing the identities of its [ their ] clients. The [ In such cases, the ] application may be made in the name of the organization. In addition, accompanying documentation described in paragraph (3) [ (2) ] of this subsection will not be required. The organization must [ Such organizations shall ] present an "Exempt" Texas Vehicle Registration Receipt issued in accordance with §17.50 [ §17.30 ] of this subchapter [ title (relating to Motor Vehicle Registration) ] for each disabled person identification placard requested.

(5)

Issuance of disabled person license plates and identification placards to certain institutions.

(A)

In accordance with Transportation Code, §§502.2531 and 681.0032, the department will issue disabled person license plates or a blue permanently disabled person identification placard for display on a van or bus operated by an institution, facility, or residential retirement community that is licensed under Health and Safety Code, Chapter 242, 246, or 247.

(B)

The van or bus must be used for the transport of residents of the institution, facility, or residential retirement community.

(C)

A qualified institution, facility, or residential retirement community must meet the following requirements to obtain disabled parking insignia.

(i)

An application for disabled person license plates or an identification placard must be presented. Accompanying documentation described in paragraph (3) of this subsection is not required.

(ii)

A Texas Vehicle Registration Receipt issued in accordance with §17.22 of this subchapter must be presented for each van or bus for which disabled person insignia is requested.

(D)

If the Vehicle Registration Receipt indicates that the van or bus is not owned by the eligible institution, facility, or residential retirement community that is requesting disabled person identification insignia, then the institution, facility, or residential retirement community must submit a written statement that the van or bus is in the possession and control of the eligible institution, facility, or residential retirement community and is operated by the institution, facility, or residential retirement community for the transportation of its disabled residents.

[ (6)

Limitations. ]

[ (A)

The department may issue the following number of disabled license plates and placards to applicants who are permanently disabled: ]

[ (i)

one set of disabled person license plates and one permanently disabled person identification placard; ]

[ (ii)

no more than two permanently disabled person identification placards; or ]

[ (iii)

additional sets of license plates for each vehicle that is specially equipped to allow operation by an operator who has lost the use of one or both legs. ]

[ (B)

The department will issue no more than two temporarily disabled person identification placards to those with temporary disabilities. Disabled person license plates are not available to those with temporary disabilities. ]

(d)

Renewal.

(1)

License plates. Disabled person license plates are valid for a period of 12 months from the date of issuance, and are renewable as specified in §17.22 [ §17.30(d) ] of this subchapter [ title (relating to Motor Vehicle Registration) ].

(2)

Identification placards. [ Permanently disabled person identification placards are valid for a period of four years from the month of issuance. ]

(A)

Place of renewal application. Prior to the expiration of a disabled person identification placard, an [ The ] applicant must [ shall ] apply for renewal to the tax assessor-collector of the county in which the owner resides [ for disabled person identification placard renewal, prior to the expiration of the identification placard ].

(B)

Accompanying documentation. In order to renew a permanently disabled person identification placard, an applicant must [ shall ] present the [ a copy of the previous identification placard application, expired ] placard that is expiring , [ or ] a receipt showing that a disabled person placard was previously issued to the applicant , or a copy of the previous identification placard application . If a [ such ] previous application, placard, or receipt is not available, the applicant must [ shall ] reapply as described in subsection (c) of this section.

(3)

Temporarily disabled person identification placards. Temporarily disabled person identification placards are valid for six months from the month of issuance or until the termination of the applicant's disability, whichever occurs first.

(A)

Termination of disability. If a person's disability ends prior to the expiration of the identification placard, the placard shall be destroyed.

(B)

Renewal. If a person's temporary disability extends for more than the six-month period for which the placard was issued, the [ such ] person must reapply for a new identification placard as described in subsection (c) of this section.

(e)

Replacement.

(1)

License plates. If disabled person license plates are lost, stolen, or mutilated, the owner may obtain replacement license plates by applying with a [ the ] county tax assessor-collector.

(A)

Accompanying documentation. In order to replace permanently disabled person license plates, the owner must [ shall ] present the current year's registration receipt and personal identification acceptable to the tax assessor-collector.

(B)

Absence of accompanying documentation. If the current year's registration receipt is not available and the county cannot verify that the disabled person license plates were issued to the owner, [ then ] the owner must [ shall ] reapply in accordance with subsection (c) of this section.

(2)

Disabled person identification placards. If a disabled person identification placard becomes lost, stolen, or mutilated, the owner may obtain a new identification placard in accordance with subsection (c) of this section.

(f)

Transfer of disabled person license plates and identification placards.

(1)

License plates.

(A)

Transfer between persons. Disabled person license plates may not be transferred [ are non-transferrable ] between persons. An owner who sells or trades a vehicle to which disabled person license plates have been issued shall remove the disabled person license plates from the vehicle. The owner shall return the license plates to the department[ , ] and shall obtain appropriate replacement license plates to place upon the vehicle prior to any transfer of ownership.

(B)

Transfer between vehicles. Disabled person license plates may not be transferred [ are non-transferrable ] between vehicles.

(2)

Identification placards.

(A)

Transfer between vehicles. Disabled person identification placards may be displayed in any vehicle driven by the disabled person or in which the disabled person [ drives or ] is a passenger.

(B)

Transfer between persons. Disabled person identification placards may not be transferred [ are non-transferrable ] between persons.

[ (g)

Refueling and parking privileges. ]

[ (1)

Refueling services. In accordance with Texas Civil Statutes, Article 8613 the department will provide a notice to an owner of a vehicle displaying disabled person license plates or an identification placard setting forth the provisions of the Refueling Services to Disabled Person Act which requires a facility that offers motor vehicle fuel for sale to the public to limit the charge to a disabled driver to the self-service price. ]

[ (2)

Parking privileges. The operator of a vehicle displaying disabled person license plates or an identification placard is granted the following parking privileges under Transportation Code, §681.006. ]

[ (A)

Any vehicle upon which disabled person license plates or a disabled person placard is displayed, when being operated by or for the transportation of a disabled person, shall be allowed to park for unlimited periods in any parking space or parking area designated specifically for the physically handicapped. ]

[ (B)

The owner of a vehicle on which disabled person license plates or a disabled person identification placard is displayed is exempt from the payment of fees or penalties imposed by a governmental authority for parking at a meter or in a space with a limitation on the length of time for parking, unless the vehicle is parked at a place or time that parking is prohibited, or unless the vehicle was not parking at the time by or for the transportation of a disabled person. This exemption does not apply to fees or penalties imposed by a: ]

[ (i)

branch of the United States government; or ]

[ (ii)

governmental unit for parking within the boundaries of a municipal airport. ]

(g)

[ (h) ] Seizure and revocation of placard. A person from whom a placard was seized by a law enforcement officer under Transportation Code, §681.012 [ §681.011 ] may request a hearing in accordance with §1.21 et seq. [ §§1.21-1.61 ]of this title (relating to Contested Case Procedure) to determine if the revocation should continue or if the placard should be returned to the person and the revocation rescinded. If it is determined that an offense was committed under Transportation Code, §681.011, the revocation shall continue and the disabled person shall be precluded from obtaining a new placard for a period of no less than one year from the date of the offense.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002349

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630


Chapter 22. USE OF STATE PROPERTY

Subchapter B. USE OF STATE HIGHWAY RIGHT-OF-WAY

43 TAC §22.16

The Texas Department of Transportation proposes amendments to §22.16, relating to authorized permanent signs.

EXPLANATION OF PROPOSED AMENDMENTS

Transportation Code, §392.0325, authorizes a person to submit to the department a request to maintain certain signs that encroach on state highway right-of-way and are attached to a building located on property off the right-of-way. The department previously adopted rules, codified at 43 TAC §22.16, that prescribe the policies and procedures by which a person may obtain approval.

Currently, §22.16 requires the director of the department's maintenance division, when reviewing a request to approve an encroaching sign, to consider various factors relating to safety, department operations on the highway, and federal regulations. The proposed amendment to subsection (d)(3) provide that the director will consider the historic significance of the building and the sign that is attached to and is a contributing feature of the building. The amendment is necessary to recognize the significant public interest in preserving existing historic fabric of canopies and signs that have been in existence for over 50 years.

Subsection (d)(2) is also amended by adding the word "or" after subparagraph (E). This amendment clarifies the department's original intent that the director will not approve a sign for any one of the reasons specified in the paragraph.

FISCAL NOTE

James Bass, Director, Finance Division, has determined that for the first five-year period the amendment is in effect, there will be no fiscal implications for state or local governments as a result of enforcing or administering the amendment. There are no anticipated costs for persons required to comply with the amendment as proposed.

Zane L. Webb, P. E., Director, Maintenance Division, has certified that there will be no significant impact on local economies or overall employment as a result of enforcing or administering the amendment.

PUBLIC BENEFIT

Mr. Webb has also determined that for each year of the first five years the amendment is in effect, the public benefit will be the potential preservation of historic signs. There will be no effect on small businesses.

SUBMITTAL OF COMMENTS

Written comments on the proposed amendment may be submitted to Zane L. Webb, P. E., Director, Maintenance Division, 125 East 11th Street, Austin, Texas 78701-2483. The deadline for receipt of comments is 5:00 p.m. on May 15, 2000.

STATUTORY AUTHORITY

The amendment is proposed under Transportation Code, §201.101, which provides the Texas Transportation Commission with the authority to establish rules for the conduct of the work of the Texas Department of Transportation, and more specifically, Transportation Code, Chapter 392, Subchapter B, which authorizes the commission to adopt rules concerning signs on state highway right-of-way.

No statutes, articles, or codes are affected by the proposed amendments.

§22.16.Authorized Permanent Signs.

(a)

Purpose. Transportation Code, §392.0325, authorizes a person to submit to the department a request to maintain certain signs that encroach on state highway right-of-way. This section prescribes the policies and procedures by which a person may obtain approval.

(b)

Definitions. The following words and terms, when used in this section shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Sign - An awning or sign that will:

(A)

encroach on state highway right-of-way;

(B)

be attached to a building located on property other than state highway right-of-way;

(C)

refer to a commercial activity or business located in the building; and

(D)

either:

(i)

consist solely of the name of the establishment;

(ii)

identify the establishment's principal product or services; or

(iii)

advertises the sale or lease of the property on which the sign is located.

(2)

Director - The chief administrative officer in charge of the Maintenance Division of the department.

(c)

Request.

(1)

A request for approval under this section must be submitted to the appropriate department district office. The request shall be on a form prescribed by the department and shall at a minimum include:

(A)

the name, address, and telephone number of the person submitting the request;

(B)

the proposed location of the sign (including distance from the pavement and mounting height);

(C)

the proposed text, background color, and legend color for the sign;

(D)

the size and composition of the sign (including height, width, thickness, and sign material);

(E)

the proposed method of support of the sign (dimension and material);

(F)

detailed plans for the installation and maintenance of the sign; [ and ]

(G)

a traffic control plan that incorporates the requirements contained in the Texas Manual on Uniform Traffic Control Devices, if it will be necessary to use state highway right-of-way to install or maintain the sign ; and

(H)

if applicable, a brief statement about the historic significance of the sign and of the building to which the sign is attached.

(2)

The district may require additional information determined necessary for the department to properly evaluate the request.

(3)

All costs necessary to collect information required under this subsection are the sole responsibility of the requestor.

(d)

Approval.

(1)

Subject to the provisions of paragraph (2) of this subsection, the director will approve a request submitted under subsection (c) of this section if the director:

(A)

determines that the sign will not constitute a safety hazard;

(B)

determines that the sign will not interfere with the construction, reconstruction, operation, or maintenance of the highway facility; and

(C)

obtains the approval of the Federal Highway Administration, if approval is required under federal law.

(2)

The director will not approve a request if the sign:

(A)

is attached in any manner to a structure on the right-of-way;

(B)

encroaches into the clear zone as defined by the Texas Manual on Uniform Traffic Control Devices;

(C)

encroaches on right-of-way that is scheduled for future construction or rehabilitation in the department's Unified Transportation Program;

(D)

has utilities located above or below the proposed sign;

(E)

will distract drivers from direction or other official signs authorized by law; or

(F)

will unduly distract the traveling public.

(3)

The director will take into account the historic significance of the building and the sign that is attached to and is a contributing feature of the building.

(e)

Agreement. If the director approves a request under subsection (d) of this section, the requestor must enter into an agreement with the department. If the requestor is not the owner of the building to which the sign will be attached, the building owner must also be a party to the agreement. The agreement will include:

(1)

any additional terms and conditions deemed necessary by the director to protect the safety of the traveling public;

(2)

a statement that the requestor and owner shall indemnify and save harmless the state, its officers, employees, agents, and contractors from claims arising from or connected with the requestor's use of the right-of-way under the agreement; and

(3)

a statement that the requestor and owner shall be responsible for the removal or relocation of the sign, if the sign must be relocated or removed due to improvements to the highway facility.

(f)

Violation. If a person maintains a sign in violation of the agreement or a provision of this section, the department will consider the sign to be an illegal encroachment subject to enforcement and removal under Transportation Code, Chapter 392, Subchapter B.

(g)

Disapproval. If the director denies a request, the director will provide written notice describing the basis for the determination.

(h)

Appeal. A person denied approval under this section may file an appeal with the executive director or the director's designee not below the level of assistant executive director. The decision of the executive director or the director's designee is final.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 3, 2000.

TRD-200002350

Richard Monroe

General Counsel

Texas Department of Transportation

Earliest possible date of adoption: May 14, 2000

For further information, please call: (512) 463-8630