Free Compliance Templates,
Guides & Checklists

Interactive calculator that auto-computes your Days Away/Restricted/Transfer (DART) rate from injury logs, flags SST risk status (Green/Yellow/Red zones), and provides Phoenix-specific compliance recommendations. Determine if you'll land on OSHA's 2026-2028 Site-Specific Targeting inspection list. Review your SST status now!

Complete OSHA Form 300 template with instructions for tracking workplace injuries and illnesses. Includes Form 300A summary and electronic recordkeeping guidance.

12-point urgent checklist for construction teams to meet the March 2, 2026 OSHA electronic recordkeeping deadline. Includes DART calculator, submission guide, and audit readiness steps. Deadline passed - review late submission options!

Complete 13-point checklist for maintaining compliant DOT driver qualification files. Covers medical cards, MVRs, road tests, previous employment verification, and drug testing documentation.

Customizable HIPAA training completion certificate template for documenting employee privacy and security training. Includes fields for training date, topics covered, and employee acknowledgment.

State-by-state breakdown of compliance requirements for construction, healthcare, and transportation. Covers licensing, worker certifications, posting requirements, and state-specific OSHA regulations.

Universal audit readiness checklist covering OSHA, DOT, HIPAA, and Joint Commission inspections. 89 checkpoints organized by regulatory area with document verification steps.

Comprehensive EPA compliance tracking checklist for energy and utilities companies. Covers Clean Air Act Title V permits, NPDES water discharge permits, RCRA hazardous waste, SPCC plans, and multi-facility reporting deadlines.

Complete FDA compliance checklist for food service operations. Covers HACCP temperature logging, ServSafe certifications, 9-allergen tracking (FASTER Act), FSMA 204 traceability, and health inspection preparation. Prevent $15k+ recalls and closure orders.

Complete Sarbanes-Oxley compliance checklist for financial institutions. Covers internal controls over financial reporting (ICFR), IT general controls, Section 302 certifications, entity-level controls, and audit committee requirements. Prevent material weaknesses and $5M+ CEO/CFO fines.

Complete PCI DSS 4.0 compliance checklist covering all 12 requirements for retail merchants. Includes tokenization setup, encryption standards, quarterly vulnerability scans, SAQ completion guide, and common violation fixes. Prevent $127k+ breach costs and $100k/month non-compliance fines.

Complete FERPA compliance checklist for education administrators covering annual notices, consent procedures, directory information, rights transfer at age 18, edtech vendor management, and common violations. Avoid loss of federal funding with comprehensive student records protection for both K-12 and higher education institutions.

Interactive Excel calculator for estimating compliance costs including training, certifications, software, consulting, and potential fine exposure. Includes industry benchmarks for healthcare, construction, and logistics.

Complete playbook for handling unannounced OSHA inspections. Covers opening conference protocols, walkaround rights, document requests, closing conference, and citation response strategies.

Complete implementation guide for DOT Clearinghouse requirements including query procedures, reporting obligations, consent forms, and violation follow-up protocols.

Customizable safety policy templates including lockout/tagout, confined space, PPE, fall protection, emergency action plans, and bloodborne pathogens. Ready to adapt to your workplace.

Excel template for tracking employee certifications, licenses, and training with automated expiration alerts (30/60/90 days). Includes pivot tables for compliance reporting.

Standardized incident investigation form covering injuries, near-misses, property damage, and environmental incidents. Includes root cause analysis framework and corrective action tracking.

Comprehensive 52-page ebook covering cost-benefit analysis of compliance software, real customer case studies, implementation timelines, and ROI calculation frameworks for executives.