Project Management Resources
Conservation District staff often manage the lifecycle of a DGLVR project. Note that most examples are in the Microsoft Word docx format so you can edit them to suit your local needs.
Required Documentation Templates
These types of documentation are required for administering the DGLVR program. Provided below are examples that you can modify as needed. Alternate templates can be used at the district’s discretion.
- Project File Checklist: A checklist of the items that must be included in a contracted DGLVR project’s file. This form is not required to be kept in a project’s file, but it is an essential guide to the documentation a district must keep.
- Adobe PDF (100 KB)
- MS Word DOCX (54.8 KB)
- Project Hard File Instructions (241 KB): Instructions to complete the project hard file checklist.
- Approved DGLVR E&S Plan (30.5 KB): The final, approved, erosion and sediment control plan to be used with the DGLVR program. This plan was coordinated with DEP’s E&S Program.
- Off ROW Consent Form (17.6 KB): Example consent form to obtain permission from a landowner to perform work and/or outlet water onto their property.
- Project Ranking Criteria (47 KB): Example criteria for use by Conservation Districts and Quality Assurance Boards in ranking applications that are submitted.
- QAB Designee letter (21.6 KB): Example letter that can be used by the PA Fish and Boat Commission or Natural Resource Conservation Service to appoint a designee to a county’s Quality Assurance Board.
Optional Project Management Templates
The following forms are optional tools to assist with project management.
- Project Narrative: Form to describe problems being addressed along with a project summary for a given contract.
- Adobe PDF (35.7 KB)
- MS Word DOCX (27 KB)
- Project Timeline: Form to record various payment/date information for a given contract.
- Adobe PDF (76.2 KB)
- MS Word DOCX (86.8 KB)
- Project Lifecycle Checklist: Big-picture checklist to record important events in project planning and implementation. This is a checklist that is generally applicable to any DGLVR project and is not required, but recommended, especially for conservation district staff new to the DGLVR Program. Note that there is a separate lifecycle checklist that is required for stream crossing projects and is available on the stream crossing webpage.
- Adobe PDF (231 KB)
- MS Word DOCX (37.9 KB)
- Pre Application Meeting Checklist: A checklist of the items that should be considered prior to receiving an application.
- Adobe PDF (345 KB)
- MS Word DOCX (27.6 KB)
- Bid Package Review Checklist (36.8 KB): When DGLVR projects involve bidding, it is important that the bid documents accurately reflect the DGLVR project specifications and Program requirements. This is a checklist of items to check in the bid package before it is finalized and provided to interested bidders.
- Adobe PDF (332 KB)
- MS Word DOCX (26 KB)
- RFQ Templates: These are provided in an editable format and can be customized by users. They are useful program details that are recommended to be attached to a grant recipient’s bid package. Note that these are not standalone bid packages on their own.
- Road Fill (36.8 KB): This optional Request for Quote allows users to specify the type or quality of material for use as road fill in projects. The RFQ is provided in an editable format and can be customized by users.
- DSA (57.3 KB): This optional Request for Quote allows users to include all SCC requirements for DSA material and placement. The RFQ is provided in an editable format and can be customized by users. For more information, visit the DSA general resources page.
- DSA Certification Form (515 KB): Fillable form for supplier to verify DSA meets specifications. This gets attached to the DSA RFQ.
- Pre Construction Meeting Checklist: A checklist of the items that should be considered prior to beginning construction.
- Adobe PDF (186 KB)
- MS Word DOCX (24 KB)
- Project Expense Tracker (21.0 KB): Spreadsheet template that conservation district staff can use to total project receipts and invoices. Conservation districts are recommended to use a spreadsheet such as this one when reviewing project expenses and to retain a copy of this review, both electronically and printed in the project hard file. Districts are welcome to use their own spreadsheets in addition to or in place of this template. It is helpful when filling out the Project Completion Report.
Flyers for Outreach
These flyers can be used for education and outreach to potential grant applicants.
- DGLVR Handout for New Participants (2.87 MB): This 2-page flyer provides a brief overview and introduction to the DGLVR Program. It is geared towards an audience of potential grant applicants to get them interested in the program and provide the first steps to getting involved.
- Example DGLVR Projects (5.68 MB): This 2-page flyer shows example before and after pictures of completed DGLVR projects and frequent issues addressed by the DGLVR Program. This document is intended for conservation districts to share with potential grant applicants to help illustrate what types of road issues may be a good fit for Program funding. Note that is a Microsoft PowerPoint file (.PPTX).
Site Assessment Forms
These historical forms pertain to performing a site assessment. Although the site assessment protocol will likely be changed at some point in the future, these forms serve as a useable guide for selecting suitable sites. Note that while these forms are written for unpaved roads, then can be utilized for low volume roads. For more information and updated documentation, visit the Assessment Training page.
- Site Assessment Evaluation Worksheet (57.6 KB): The site assessment worksheet used during the 2007-08 assessment.
- Assessment Guide (1.18 MB): Instructions on how to determine a worksite. Used during the 2007-08 assessment. Contains many reference pictures intended to be examples of conditions that exist in the field. Note that this guide was modified to remove references to the old GIS system.
- “Dirty Dozen” Road Assessment Evaluation Criteria (29 KB): Descriptions of the 12 criteria used to provide a “pollution potential” rating for each worksite.
- Original Trout Unlimited “Hotspot” Assessment Worksheet (137 KB): The worksheet used by Trout Unlimited to determine the original site pollution “hotspots”.




