The same training materials and compliance tools we deliver under our state agency contracts — available here for agencies, communities, and partners managing infrastructure projects at any scale.
Federal Davis-Bacon Act and Oregon prevailing wage compliance for publicly funded infrastructure projects — the manual, frameworks, and documentation standards we deliver under our OBDD Labor Standards contract to keep projects audit-ready.
The complete manual — the same one used in our OBDD training contracts — covering both the federal and state compliance frameworks and the record keeping that holds up under audit.
Federal prevailing wage requirements, certified payroll reporting, worker classification, and wage determination procedures for federally funded projects.
State-specific requirements including BOLI wage rates, contractor registration, and compliance documentation for state-funded infrastructure work.
Record keeping frameworks, worker interview protocols, and reporting templates designed to maintain the zero adverse findings standard we hold across all programs.
The complete working set of labor standards forms for administering a federally funded project — from the pre-construction conference through closeout. These are the same forms we use delivering our OBDD Labor Standards contract, grouped by where they fit in the compliance process.
Documents the contractor's receipt and understanding of all labor standards requirements before work begins. Must be signed by the prime contractor at the pre-construction conference.
Download PDFCertifies that subcontractors understand and will comply with prevailing wage requirements. Prime contractors must obtain this from each subcontractor before they begin work on the project.
Download PDFTracks receipt, review status, and resolution of certified payrolls from all contractors throughout the project. Helps ensure no payroll submissions are missed or left unreviewed.
Download PDFFormal notification to contractors when certified payroll errors or deficiencies are identified. Documents the specific issues found and establishes a deadline for submitting corrections.
Download PDFStandardized form for conducting and documenting on-site worker interviews to verify wage and classification compliance. Includes questions about pay rates, hours, benefits, and overtime.
Download PDFPlanning and tracking tool for scheduling worker interviews throughout the project duration. Ensures adequate coverage across all contractors and worker classifications.
Download PDFDocuments observations during job site visits including contractors present, work activities, posting compliance, and any issues identified. Creates a record of monitoring activities.
Download PDFVerifies that all required federal and state notices are properly displayed at the job site. Includes the Davis-Bacon poster, wage determinations, and Oregon BOLI requirements.
Download PDFMonitors apprentice-to-journeyman ratios to ensure compliance with approved apprenticeship program requirements. Tracks individual apprentice registration and weekly ratio calculations.
Download PDFDocuments overtime authorization and verifies correct overtime pay calculations on certified payrolls. Ensures workers receive proper 1.5x pay for hours over 40 per week.
Download PDFCalculates back wages owed when underpayment violations are identified. Provides step-by-step computation of amounts due to affected workers, including overtime adjustments.
Download PDFFormally documents suspected or confirmed labor standards violations including violation type, affected workers, and estimated underpayment amounts. Initiates the enforcement process.
Download PDFDocuments the contractor's plan to correct identified violations and prevent recurrence. Includes root cause analysis, specific action items, deadlines, and approval signatures.
Download PDFCertifies that all labor standards requirements were met throughout the project. Signed by both contractor and agency at project completion to document full compliance.
Download PDFComprehensive checklist ensuring all labor standards documentation is complete before final project closeout. Covers payrolls, compliance records, certifications, and record storage.
Download PDFCompares federal Davis-Bacon and Oregon BOLI wage rates to determine which higher rate applies for each classification. Essential for projects with both federal and state funding.
Download PDFMaintains current contact information for all project stakeholders involved in labor standards compliance. Includes agency resources, BOLI contacts, and DOL information.
Download PDFRecords attendance at labor standards training sessions for documentation and follow-up purposes. Captures attendee names, organizations, and contact information.
Download PDFDocuments how contractors provide required fringe benefits, whether as cash payments or contributions to approved plans. Required to verify total compensation meets prevailing wage.
Download PDFRequests guidance on proper worker classification when the appropriate job classification is unclear. Documents work duties and proposed classifications for agency review.
Download PDFVerifies that correct wage determinations are incorporated into the contract and used throughout the project. Confirms geographic area, construction type, and currency of rates.
Download PDFStructured agenda for covering all labor standards topics at the pre-construction conference. Ensures contractors receive complete information before work begins.
Download PDFSummarizes labor standards compliance activities and status on a monthly basis. Tracks payroll reviews, site visits, interviews, and any issues identified.
Download PDFInventories all labor standards records, their storage locations, and retention dates. Ensures proper preservation of documentation for the required 6-year Oregon retention period.
Download PDFStep-by-step checklists for getting certified payroll right the first time — the federal WH-347 and its Oregon companion, the BOLI Addendum. On dual-jurisdiction projects where both Davis-Bacon and Oregon prevailing wage laws apply, use them together to catch the classification, overtime, and fringe benefit errors that most often trigger findings.
A step-by-step compliance guide for completing the federal certified payroll form required on Davis-Bacon Act covered construction projects, covering header information, employee details, wages, deductions, fringe benefits, and certification requirements.
Download PDFA companion guide for Oregon-specific prevailing wage requirements that must accompany the WH-347 on dual-jurisdiction projects, including Oregon overtime rules, CCB licensing, BOLI wage classifications, and key differences between state and federal standards.
Download PDFFilled-in, annotated examples showing what complete and correct documentation looks like on a dual-jurisdiction project — where both Davis-Bacon and Oregon prevailing wage laws apply. All data is fictional; these are training references to pair with the blank forms and checklists above, so you can see exactly how a WH-347, BOLI Addendum, and pre-construction agenda should come together.
A training document demonstrating how to correctly complete the federal WH-347 Certified Payroll form, with annotations highlighting key requirements including the 2025 update allowing alternative identifying numbers instead of full Social Security numbers, and warnings about common errors to avoid.
Download PDFA dual-jurisdiction labor standards compliance meeting template covering both federal Davis-Bacon Act and Oregon Prevailing Wage requirements, including agenda topics for certified payroll, worker interviews, record keeping, enforcement procedures, and posting requirements.
Download PDFA sample Oregon Supplemental Statement demonstrating how to complete the BOLI Addendum that must accompany the federal WH-347 on dual-jurisdiction projects, including the wage rate comparison table showing that the higher rate (federal or Oregon) must always be paid.
Download PDFOne-page cheat sheets distilling the most-used labor standards rules into fast, scannable references — the federal and Oregon payroll forms, worker interview procedures, a funding-source decision tree, and the violations that most often trigger findings. Built for the field, where you need the answer fast.
Comprehensive guide to the federal certified payroll form (revised January 2025), including all Page 1 data fields, Page 2 Statement of Compliance requirements, new apprenticeship documentation requirements, and submission guidelines.
Download PDFOregon-specific guidance for Form WH-38, explaining when BOLI forms are required versus federal-only projects, the semi-annual wage rate update schedule (January/July with April/October amendments), and the 25% payment withholding penalties for late submissions.
Download PDFStep-by-step guide covering when to conduct interviews (minimum requirements plus best practices), who to interview, key questions organized by category, confidentiality requirements, and documentation standards for SF-1445/HUD-11 forms.
Download PDFDecision framework for projects with mixed federal/state funding, including a clear scenario table showing when WH-347 only, WH-38 only, or both forms are required. Features the critical principle that workers must be paid the HIGHER of the two wage rates.
Download PDFThe six most frequent compliance issues identified by DOL (misclassification, wage underpayment, inadequate recordkeeping, apprenticeship documentation failures, CPR submission failures, and posting violations), each with problem descriptions and prevention strategies, plus a penalties summary for both federal and Oregon enforcement.
Download PDFFour real-world scenarios showing how Oregon communities navigate federal Davis-Bacon and Oregon prevailing wage requirements on infrastructure projects — from a 30-person city's CDBG water system to a multi-million-dollar, triple-funded wastewater plant. Each pairs a documented challenge with the proven approach that kept the project compliant.
How one of Oregon's smallest incorporated cities (population 30) met both Davis-Bacon and Oregon PWR on a CDBG water system project — using a regional Economic Development District partnership to overcome limited staff capacity.
Small-Community CDBGA federal enforcement action — $94,000 in back wages for eight workers — showing why classification must follow the work actually performed, not the job title, and how worker interviews catch the gap before it becomes a finding.
Worker ClassificationThe Economic Development District model in action, where centralized expertise delivers consistent certified-payroll review, worker interviews, and wage determination research across multiple communities at once.
Regional PartnershipA $4.2M wastewater plant combining CDBG, USDA Rural Development, and EPA SRF dollars — where any federal trigger applies Davis-Bacon to the entire project and the most stringent standard governs a single, unified wage structure.
Multi-Source FundingThe complete 11-page collection covering all four scenarios, the dual-jurisdiction regulatory framework (ORS 279C.838), common misclassification examples, and a funding-combination decision matrix. Prepared under our OBDD Labor Standards contract.
Practical tools for managing infrastructure projects from award through closeout — the templates and frameworks that close the compliance gaps, documentation failures, and scope-management problems that cause agencies to return grant funding. Delivered under our OBDD Project Management contract through the Business Oregon RCAP program.
The complete four-session project management series delivered under our OBDD contract through the Business Oregon Rural Capacity Assistance Program — walking communities from funding award through closeout. Each session includes the full presentation, a printable participant handout, and a field guide for applying the material on a live project.
Understanding your funding award — the anatomy of a funding agreement, the six-question cost eligibility test under 2 CFR 200, and building a compliance calendar from day one.
The full session slide deck covering the five sections of a funding agreement, the cost eligibility test, ineligible cost categories, and the compliance calendar essentials.
Download PDFPrintable participant handout summarizing the funding agreement anatomy, the six-question eligibility test, and the always-ineligible cost list — formatted for note-taking.
Download PDFA one-page desk reference for a new award: the five sections of a funding agreement, the six-question cost eligibility test, the never-eligible cost list, and the compliance calendar to set up before the first dollar is spent.
Download PDFScope, schedule & budget — recognizing scope creep, running a federal-compliant change control process, building realistic schedules, and tracking budget against actuals.
The full session slide deck on the triple constraint, the change control process, schedule recovery techniques, budget variance thresholds, and the amendment process.
Download PDFPrintable participant handout covering the change control steps, the schedule development checklist, budget variance action levels, and when a change requires funder approval.
Download PDFA one-page desk reference for active projects: the scope-creep warning signs, the four-step change control process, budget variance thresholds, the 2 CFR 200 cost test, and what you can manage locally versus what needs a formal amendment.
Download PDFBuying right, managing risk, building to last — federal procurement under 2 CFR 200, Davis-Bacon and Build America Buy America, and the risk and quality management cycle.
The full session slide deck on procurement methods by threshold, the procurement file, Davis-Bacon prevailing wage, BABA domestic content, and risk response strategies.
Download PDFAn eight-page desk reference with the federal and Oregon procurement threshold tables, the “which threshold applies” decision guide, the contract documentation checklist, a risk register template, the construction quality-control checklist, and infrastructure funding to watch.
Download PDFA one-page desk reference: matching procurement method to dollar amount, the Davis-Bacon and BABA domestic-content essentials, the four risk response strategies, and the plan-control-close quality checklist.
Download PDFRecords, reporting & closeout — record retention under 2 CFR 200.334, progress reporting that protects reimbursements, audit readiness, and a clean project closeout.
The full session slide deck on record retention, the ten-tab project file, reporting cadence, the Single Audit threshold, common findings, and the closeout checklist.
Download PDFA six-page desk reference with the record retention schedule, the ten-tab project file, the progress-reporting quality check, audit readiness and the five common findings, the ten-step closeout checklist, and the funding watchlist for your next award.
Download PDFA one-page desk reference: the record retention schedule, the $1M Single Audit threshold, what reviewers want in progress reports, the five audit findings to avoid, and the ten-step closeout sequence.
Download PDFThe foundational documents every infrastructure project needs before the first dollar is spent — built for state and federally funded projects with the compliance checkpoints already in place. Download, customize for your community, and put them to work.
Formal authorization document that captures funding source, compliance requirements, scope, milestones, and approval signatures to officially launch a state or federal infrastructure project.
Download PDFIdentifies who needs to know what about the project and when, with a grid mapping stakeholders to their influence level and communication needs.
Download PDFDefines exactly what is and isn’t included in the project to prevent scope creep and establish clear acceptance criteria for deliverables.
Download PDFAssigns responsibility for each project task by clarifying who does the work (R), who approves (A), who provides input (C), and who needs updates (I).
Download PDFExcel workbook combining a work breakdown structure, Gantt-style schedule, and resource and budget tracker across three interconnected worksheets.
Download ExcelDirectory of federal and state funding programs (USDA, EDA, Business Oregon) available to rural Oregon communities, with application tips and technical assistance contacts.
Download PDFWhat to do once the money is awarded. These guides, checklists, and trackers help communities read their award documents, understand the binding terms and compliance obligations, calculate indirect costs and match, and steer clear of the mistakes that lead to disallowed costs.
A comprehensive checklist to help communities review and understand the key terms and conditions in their federal funding award agreements.
Download PDFA step-by-step guide for systematically reviewing grant agreements to ensure all requirements, deadlines, and obligations are properly identified and understood.
Download PDFA practical resource for understanding how to read and interpret Notice of Award documents, including identifying critical information about funding amounts, periods of performance, and special conditions.
Download PDFA quick-reference tool summarizing the most common compliance requirements for state and federal infrastructure projects, including Davis-Bacon, NEPA, and BABA standards.
Download PDFA detailed guide for documenting and calculating indirect cost rates in accordance with federal requirements under 2 CFR 200.
Download PDFA comparison matrix outlining the specific requirements, restrictions, and compliance obligations for the different federal and state funding sources commonly used in Oregon infrastructure projects.
Download ExcelAn Excel-based tracking tool with built-in formulas to help communities document and calculate required matching funds and cost-share contributions for grant-funded infrastructure projects.
Download ExcelKeeping the project on scope, on budget, and on schedule once work is underway. These forms and trackers document change orders, monitor spending against the budget, calculate earned value, and surface schedule slips before they turn into disallowed costs or blown deadlines.
A fillable form for documenting and approving project scope, cost, or schedule changes, with a federal compliance checklist and signature blocks.
Download PDFA periodic reporting template with a color-coded status dashboard, progress metrics, issues and risks tracking, and a federal compliance status checklist.
Download PDFA register for tracking all change orders, with auto-calculating cumulative cost and schedule impacts plus percentage change from the original contract.
Download ExcelA 12-category budget tracker with variance analysis showing committed vs. spent amounts and remaining funds by line item.
Download ExcelA pay-application tracker with automatic 10% retainage calculation, cumulative payments, and percent complete by payment period.
Download ExcelA simplified earned value calculator that computes SPI, CPI, and estimate at completion, with plain-language interpretations for each metric.
Download ExcelA tracker for 16 standard infrastructure milestones with planned vs. actual dates, variance calculations, and a completion progress summary.
Download ExcelA WBS-based schedule tracker comparing baseline to actual dates, with automatic start and end variance calculations in days.
Download ExcelSpotting what could go wrong before it does, and handling problems when they surface. These tools score and track risks, plan responses, set aside the right reserves, log the issues that need action now, and capture lessons so the next project starts smarter.
Tracks identified risks with probability and impact scoring, response strategies, and owners throughout the project lifecycle.
Download ExcelProvides standardized scales for rating risk probability and impact to ensure consistent risk scoring across your project.
Download ExcelDocuments detailed action plans for addressing individual high-priority risks, including triggers, responsibilities, and contingency options.
Download PDFExplains how to set aside appropriate budget and schedule reserves and what to do when specific risk events occur.
Download PDFTracks problems that are happening right now and need immediate resolution — separate from risks that might happen later.
Download ExcelCaptures what worked well and what to improve so future projects benefit from your experience.
Download ExcelBuilding the paper trail that keeps funding intact. These templates and guides organize your project files, prepare the federal financial and narrative reports, verify expenditures before you request reimbursement, calculate retention timelines, and walk you through audit readiness section by section.
A tracking table to record every project document with its type, location, and retention date, so you can quickly locate files during audits.
Download PDFAn 8-folder structure (1.0 Grant Award through 8.0 Closeout) with subfolders and naming conventions that align with federal record-keeping requirements.
Download PDFA worksheet to gather all the financial data needed to complete the federal SF-425 Financial Report, including budget categories and cash status.
Download PDFA quarterly/monthly status update format covering activities completed, upcoming work, issues and risks, budget summary, and compliance status.
Download PDFA pre-reimbursement verification tool ensuring you have the required invoice, approval, and proof of payment for each expense type before requesting funds.
Download PDFA quick reference showing exactly what paperwork is needed for each expense category, and whether to keep paper originals or electronic copies.
Download PDFA tool to calculate your document retention dates (closeout + 3 years per 2 CFR 200.334), with a destruction checklist to verify before disposing of records.
Download PDFA comprehensive 10-section checklist covering all the document categories auditors will request, plus common findings to avoid and practical tips for audit day.
Download PDFClosing the project out clean. These checklists, timelines, and forms walk you through final financial reconciliation, performance reporting, equipment disposition, and the full closeout package — completed inside the federal 120-day window so funding closes without findings.
A comprehensive checklist covering financial reconciliation, performance reporting, property disposition, regulatory compliance, and records retention required to successfully close out federal infrastructure grants.
Download PDFA structured template for documenting project goals, outcomes, performance measures, activities, challenges, and lessons learned as part of the federal grant closeout process.
Download WordA step-by-step guide for completing the SF-428 Tangible Personal Property Report, including equipment definition criteria, examples, and detailed instructions for each form section.
Download PDFA budget tool that compares originally approved budget amounts against actual expenditures across eight budget categories to identify variances requiring explanation or reallocation.
Download PDFA four-phase timeline (30 days each) that breaks down all closeout tasks from initial organization through final federal submission, ensuring systematic completion within the required timeframe.
Download PDFA visual flowchart guiding communities through federal requirements for equipment purchased with grant funds, with decision points for retention, transfer, sale, or return based on ownership and value thresholds.
Download PDFA verification checklist organized into five sections (Financial, Performance, Property, Compliance, Documentation) with signature blocks confirming all required closeout deliverables have been submitted and approved.
Download PDFPlain-language tools built for the reality of rural infrastructure work — small staffs, volunteer coordinators, multiple hats, and stretched budgets. These guides simplify project management, funding strategy, and the partnerships that help under-resourced communities deliver projects without a dedicated project manager on payroll. Developed under our OBDD contracts through the Business Oregon RCAP program.
Provides basic checklists and templates for small rural communities managing their first state or federal infrastructure grant projects.
Download PDFHelps volunteer and part-time coordinators manage infrastructure projects effectively with limited hours through time management strategies and monthly task prioritization.
Download PDFSupports city managers and administrators who must lead infrastructure projects while juggling multiple other city responsibilities through delegation strategies and time-saving systems.
Download PDFExplains how to properly combine multiple funding sources for infrastructure projects while maintaining compliance and avoiding double-dipping.
Download PDFProvides a framework for establishing and running peer learning networks that connect rural communities managing similar infrastructure projects.
Download PDFOutlines how to establish and maintain effective working relationships with Economic Development Districts for technical assistance on infrastructure projects.
Download PDFTools for telling your project's story and bringing the community along — from the first stakeholder engagement plan through public meetings, council presentations, and the press release announcing your award. Editable Word and PowerPoint templates you can drop your project details straight into.
A comprehensive planning tool that helps communities identify stakeholders, develop engagement strategies, create communication plans, and establish metrics for measuring public involvement success.
Download WordA step-by-step checklist and resource guide covering pre-meeting preparation, day-of setup, facilitation techniques, managing Q&A sessions, and post-meeting follow-up to ensure productive public meetings.
Download WordA professional PowerPoint presentation with 9 pre-formatted slides designed to present project updates, budget information, challenges/solutions, and timeline information to elected officials and decision-makers.
Download PowerPointA structured press announcement template that guides users through writing an effective grant award announcement including headline, lead paragraph, quotes, project details, and background information formatted for media distribution.
Download WordA complete press release framework following AP style that provides formatting guidelines, writing tips, and best practices for creating professional announcements for newspapers, radio, television, and online media outlets.
Download Word