The question it answers
Where does the program stand today?
Overview. Authorization, sources, revised purchase orders, paid, remaining, change orders and contingency left, with the paid-of-sources ring and monthly spend by group.
What the board sees
Eight screens, each built around one question.
Board members get a read-only view; the business office gets the drill-down. Every figure clicks through to the line it came from, and every view is logged.
Demonstration data Every screenshot below shows Copper Falls Community Schools, a fictional district. The figures describe no real district’s records.
The question it answers
How much runway is left after what we have committed?
Funding. Bond sources against commitments, the part of the authorization not yet sold, and cash after commitments.
The question it answers
Which projects are thin on contingency?
Projects. Budget, paid, remaining and a contingency flag for every project; drill into change orders and purchase orders.
The question it answers
Does what we paid match what the contractor certified?
Certified position. The latest AIA G702 on each contract beside the ledger: current, stale, or uncomparable, with the “paid beyond certified” gap when there is one.
The question it answers
Do the change orders on the certificate match the ones we approved?
Pay applications. Every G702 exactly as stated, a change-order tie-out column, retainage held, and how many projects are certified.
The question it answers
What went wrong since the last check run?
Exceptions. The six checks, their hits, and the source line behind each one.
The question it answers
Does the tracker agree with our own purchase-order listing?
Reconciliation. Tracker figures against the district’s PO listing, line by line, with the differences explained.
The question it answers
What goes in front of the board this month?
Reports and board packet. Six preset reports, a builder, a print view, and the quarterly board-packet PDF.
Click through it yourself.
Ask for thirty days on the demonstration district, or ask us to walk your board through it.