Construction / DC

Cost Management

Manage contracts from award through final payment. Track budget lines, change orders, pay applications, insurance certificates, surety bonds, lien waivers, and retainage releases with built in separation of duties.

Contracts: 3 types (prime, subcontract, purchase order) with 4-state lifecycle. Schedule of Values with CSI division codes. Change orders with 6-state approval workflow: requester cannot approve their own change order.

Pay applications with monthly billing and retainage calculation. Append-only approval records for audit compliance. Insurance certificates covering 6 types (GL, workers comp, auto, umbrella, builders risk, professional liability) with expiry tracking and 30-day warning notifications.

Surety bonds (performance, payment, bid, maintenance), lien waivers (conditional/unconditional, partial/final), compliance requirements (11 types per contract), and retainage releases with separation of duties. 60 total API endpoints.

Cost management: change-order request detail with budget, schedule, and cost-axis impact analysis (PMI Appendix F-validated EVM)