Free checklist
Fully Burdened Labor Rate: Supporting Documents Checklist
A burdened rate gets challenged line by line. Each percentage load and per-hour cost needs a source document behind it, and the overhead pool needs financials that tie out.
11 items across 4 categories. This is a general guide for a typical claim of this type, not an exhaustive or jurisdiction-specific list. Confirm exact evidentiary requirements with counsel before submission.
Why the record matters
Rate disputes turn on whether each component is substantiated. A workers' compensation figure backed by the policy declarations and current mod rate survives review; the same figure asserted without backup does not.
The checklist
Payroll & Wage Records
- Certified payroll or payroll register
- Union agreement or wage determination, if applicable
- Fringe benefit statements
Statutory Burden
- State unemployment (SUTA) rate notice
- Workers' compensation policy declarations and mod rate
- FICA/FUTA rate confirmation for the period
Overhead Support
- Trial balance or income statement for the overhead pool period
- Basis for allocating billable hours
- Prior-year overhead reconciliation
Rate Application
- Contract or subcontract rate schedule
- Historical approved rate sheets
Tick these off as you go
The ClaimDuke calculator carries this same checklist. Tick what you already have and add your own items, and they carry through to the Excel workbook, the Word document and the PDF report you export — so what you hand over shows exactly which records are in the file and which are still outstanding.
Build the calculation and the checklist together
Free to calculate, with a free one-page summary. Paid reports add your branding, a live-formula Excel workbook and the cited methodology behind every line.
Check your state's rules
Evidentiary expectations and the underlying entitlement both vary by jurisdiction. ClaimDuke carries a cited reference for all 50 states covering statutory interest, actual cash value and labor depreciation, delay-claim limits and injury liability.