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Monthly Reports

If you are wanting a more “a la carte” approach: We can provide a substantial monthly report for your needs. An overview of the project for that month with our recommendations and assessments.

Progress Analysis

We will review current job progress and provide an update. 

2

Photographs

Photographs of current progress will be included. 

3

Billing Comments

We will review contractor billing request, including substantial back up. Ensuring everything is accurate. 

4

Offsite Stored Materials

As part of our billing reviews, there will be a stored materials check if needed. Including visits to warehouses if needed. 

5

Change Order Update

We will provide an update on any change orders issued. 

6

Allowances Update

We will provide an update on any allowance usage. 

7

Retainage Update

We will provide an update on retainage when the timing is right. 

8

Lien Releases

We will provide an update on lien releases, ensuring proper funding and risk management. 

9

Balance Complete and Remaining

We will provide an update on percentage complete and outstanding based on work in place. 

10

Funding Recommendations

Last but not least, we will provide our recommendation for funding based on the above items, ensuring you are in the know on the accuracy of your costs. 

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