For public agencies

For public agencies. The ledger that survives the records request and the audit.

A city hall, a public safety building, a water treatment plant. Public money, a public contract, and a contractor's report that the council cannot check. This is the agency's own record.

The screen public agencies open first, as it renders in the product. Fictional project.

The situation

Where the numbers come from today.

Public agencies adopting CM at risk gain the contractor's early involvement and lose the bid tabulation that used to explain the price. What replaces it is the GMP amendment, the contingency log and the change order register, all written by the construction manager.

The agency's obligation is to account for the money in public. The product gives the agency its own ledger: every draw with a document, every change with a cause and a name, every month with a stored snapshot, and an export in structured data for the auditor and for the records request.

The audit trail: every change to a cause, with the old value, the new value, a name and a time.

What this does about it

Four things that change for public agencies.

A contingency log that carries the document

Each draw records the date, amount, fund, reason, authorizing party and supporting document. A draw without a document is flagged, and the flag is in the monthly report. When the auditor asks why draw 19 has no backup, the ledger already says so.

Cause classification in the public record

On a public job, an unclassified change is an unanswered question in a council meeting. The register lists the open items first, with the days open and the value, and the audit table records who decided each cause and when.

Notice deadlines counted, because the contract counts them

Public contracts carry notice provisions in both directions. The register counts the days remaining on each item and records a missed deadline as missed, with the value it affects. The council sees it before the claim arrives.

Export at any time, in a format the auditor reads

Every ledger exports as structured data. The export is available for the life of the subscription and after it ends, with no time limit. The agency's record does not live in the contractor's platform.

What it is for

The problem this solves.

A public owner has to be able to show not only what was spent but why, to somebody who was not in the room. An audit trail that lives in a spreadsheet edited in place cannot do that, because the version that answers the question no longer exists.

Append onlynothing is edited in placeA correction is a new line, never an overwrite
Every drawcarries a reason and a nameAnd the document behind it, where one exists
Any monthreopens as it stood thenNot current figures dressed as history
What it replaces. The monthly rebuild of the position from the contractor's documents, done by hand so that the report says something defensible. We did that work for twenty years, and it took about a day a month on every project. Over a two year job that is roughly twenty four days of somebody's time, every year, on one contract.

Figures are from the fictional project used throughout this site, and are arithmetic rather than an industry claim.

Free, and no account

Contingency Runway

The figure an oversight committee asks about first is when the contingency runs out. This returns it as a month, computed the same way every time, on your own numbers.

It runs the same functions as the product, in your browser. Nothing you type is sent anywhere or stored.

How a month runs

The contractor issues an application. Contingency moves. A change order is raised and classified by cause, which is the decision that determines who ultimately pays for it. Each of those is an entry with a date, a reason, an authorizing person and, where one exists, the document behind it.

None of it is edited afterwards. A correction is written as a new line with its own reason, and the original stays readable. That is the only property that makes a record worth producing to somebody who was not in the room.

What an auditor is actually asking

Not what the number is now. What it was in March, who changed it, when, and on whose authority. A spreadsheet edited in place cannot answer that, because the version that held the answer has been overwritten. Reopening March here returns the figures that were true in March, from the snapshot stored at the time or a reconstruction from the audit trail, and where neither is possible the report refuses and says why rather than guessing.

What you can show, and to whom

Access is a grant scoped to a project and a role, never ownership, and it is withdrawn with a timestamp rather than deleted. A report can be sent to somebody with no account as a link that expires on a date you choose, can be withdrawn in one click, and records every opening with the time it happened.

Questions public agencies ask

Where is the data hosted?

In the United States, on infrastructure the security page names. Data residency outside the US is not offered in version one.

Is there a public records mode?

The export is the records mode. It produces the ledgers and the audit table as structured files the agency can release under its own rules.

Can a council member have access?

Yes, as a summary scope grant: headline figures and the monthly report, without contingency detail or the audit table.

Free, once, no account

Send us one pay application. We will check it.

One G703 with the names redacted. Six checks against the schedule of values it came from, and a written answer in two working days. No charge, and no follow up unless you ask for one.

Send us one