A dedicated financial oversight layer so your bond program stays clean, compliant, and audit-ready — tracking every dollar across multiple campuses, series, and funding sources.
- Bond fund ledgers by series and project
- Budget-to-actual cost reports
- Reallocation tracking and documentation
- FAC and board-ready reporting packages
- Multi-series reconciliation
Cost tracking and reporting infrastructure that gives owners and leadership real-time visibility into budget, spend, and remaining funds.
- Project-level budget and cost tracking systems
- Budget-to-actual reporting by project or portfolio
- Contingency and allowance tracking
- Cost-per-square-foot reporting
- Owner-ready cost reports and summaries
Keeps restricted funds organized, compliant, and reportable at any point in the grant cycle — so spend-down deadlines and funder requirements never fall through the cracks.
- Fund-specific ledgers by grant source
- Spend-down tracking against allowable costs
- Compliance documentation
- Funder reporting packages
- Multi-fund reconciliation
Gets everything organized, reconciled, and presentation-ready before an auditor walks in — so there are no surprises.
- Project file organization and gap identification
- Cost documentation review and reconciliation
- Procurement record compilation
- Funding compliance documentation packages
- Audit-ready file structure and naming conventions
Transforms financial and project data into clean, professional reporting packages that non-finance stakeholders can actually read and act on.
- Custom-designed board and executive reporting packages
- Portfolio-level and project-level summaries
- Visual dashboards embedded in reports
- Monthly, quarterly, or as-needed reporting cadences
- Templates your team can update going forward
Full procurement lifecycle support — method selection through final award documentation — so every transaction is defensible and compliant across state and federal requirements.
- Procurement method selection and documentation
- Bid advertising coordination and timeline management
- Vendor ranking and evaluation support
- Award documentation and compliance filing
- State-specific and federal compliance guidance (EDGAR, Davis-Bacon, 2 CFR 200)
- Procurement policy review and gap identification
A centralized, organized vendor and contract management infrastructure — built so your team can actually maintain it and nothing expires or slips through unnoticed.
- Vendor database design and setup
- Contract log with expiration and renewal tracking
- Insurance and compliance certificate tracking
- Approval workflow documentation
- Reporting dashboard for contract status and spend
Clean, custom web-based or Excel-connected dashboards that turn financial and project data into something anyone can read at a glance — from a phone or desktop — without needing to be a finance person.
- Custom web-based or Excel-connected dashboards
- Bond program, capital project, or operational budget views
- Portfolio-level and project-level reporting displays
- Mobile-friendly design for on-the-go access
- Live data connections to Excel or SharePoint files
For organizations with a specific problem that needs a custom-built solution — fast, without a developer or months of IT time.
- Custom Excel workbooks, trackers, and calculators
- Process flow charts and workflow documentation
- Intake forms and data collection tools
- Automated reporting templates
- Any standalone tool built to solve a specific problem
Two purpose-built platforms available for licensing — ready-built solutions for organizations that want the tool without a custom engagement.
- Pocket Procurement — procurement compliance, vendor management, bid tracking, and audit documentation
- Facilities Pro — work orders, punch lists, closeout checklists, asset tracking, and campus documentation
Builds and manages the closeout process so every campus or project crosses the finish line clean, documented, and fully handed off — without the chaos.
- Closeout checklist build and management
- Punch list coordination and tracking
- Certificate of Occupancy tracking and documentation
- Warranty and contact documentation package
- Lien release tracking
- Final cost reconciliation reporting
- Complete closeout file organization
Builds the digital infrastructure facilities teams need to operate consistently — tracking assets, managing work orders, and documenting everything in one place.
- Work order system setup and configuration
- Preventive maintenance schedule build
- Asset and equipment tracking system
- Inspection log templates and tracking
- Warranty and vendor contact database
- Mobile-friendly platform setup for field access
Every system, folder, template, and workflow built before the first project kicks off — so your team has what they need from day one instead of playing catch-up for two years.
- Project folder structure design and build
- File naming conventions and document standards
- Template library setup — trackers, reports, checklists, forms
- Workflow and process documentation
- Team onboarding guide for the system