Your Capital Program. Under Control.

The version your PM has doesn't match the version your finance staff has — and neither one matches what went to the board. CIP Management is a single system of record for project costs, funding sources, contracts, invoices, environmental compliance, right-of-way clearance, utility coordination, insurance, forms, and board-ready reporting. One source. Everyone working from the same numbers. From appropriation to closeout.

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The way most agencies manage capital programs:

Funding, invoices, contracts, and project schedules split across spreadsheets that only reconcile after hours of manual work

Environmental, R/W, insurance, and federal compliance dates living in separate inboxes — until a deadline is already at risk

Board reports, project sheets, and audit packages rebuilt from scratch every cycle because the system of record is not the reporting source

01 — FUNDING MANAGEMENT

The Numbers Your Board Sees Should Match the Numbers Your PM Tracks.

Right now they probably don't — because you're reconciling appropriations, carryover balances, matching requirements, partner contributions, and multi-year allocations across sources that were never designed to talk to each other. CIP Management puts every dollar, every source, every partner agency, and every fiscal year in one place. When your CFO asks a question at the budget hearing, you have the answer — and it matches.

  • Seven-year expenditure projections by project and fund
  • Automatic unfunded balance computation
  • Funding source master table with full allocation history
  • Local match, partner agency, and contribution tracking
  • Federal obligation tracking with E-76 authorization records
  • Measure L, special fund, and multi-source reconciliation in a single view
02 — PROJECT COST HISTORY

When the Auditors Come In, You'll Be Ready.

Federal and state audits don't announce themselves with enough lead time to reconstruct cost history from old budget files. CIP Management maintains a complete, phase-level cost record from first appropriation through final closeout — Preliminary Engineering, Right-of-Way, Construction, and Non-Infrastructure — so your documentation is audit-ready on any given day, not just at year-end.

  • Phase-level cost breakdown by fiscal year
  • Escalation and projection rules with PM override control
  • Expense-by-fund and cumulative investment reporting
  • Paid, approved, and in-progress invoice cost integration
  • S-curve cost breakdowns tied to project phases and funds
  • Individual project sheets that match your budget document — exactly
03 — INVOICE MANAGEMENT

Invoices Should Update the Program Record — Not Create Another Reconciliation Task.

When invoice status lives outside the project record, your reported costs lag behind reality. CIP Management connects invoice line items, attachments, comments, approvals, and payment status directly to projects, contracts, phases, and funds — so finance and project delivery are working from the same cost picture before month-end close.

  • Invoice records with line items, comments, and supporting attachments
  • Paid, approved, and in-progress cost tracking
  • Cost rollups by project, contract, phase, and fund
  • Invoice reporting designed for finance review and project controls
  • Integrated project cost history without duplicate spreadsheet entry
04 — CONTRACT MANAGEMENT

Your Contracts Are Part of the Program. They Should Not Be Tracked Somewhere Else.

Capital delivery depends on consultant agreements, construction contracts, subcontractor participation, DBE commitments, amendments, invoices, and available contract capacity. CIP Management connects contract administration to the projects and funds it supports — giving executives, PMs, and finance staff a single view of obligations, payments, and remaining authority.

  • Prime firm, agreement, and subcontractor tracking
  • DBE participation visibility across contract records
  • Contract financial summaries with readable, consistent rollups
  • Agency contact and partner association management
  • Contract-to-project and contract-to-invoice workflow integration
05 — ENVIRONMENTAL COMPLIANCE

Environmental Risk Should Be Visible Before It Becomes a Delivery Problem.

Environmental compliance is not a checkbox at the end of design. Determinations, permits, certifications, SWPPP requirements, role assignments, and milestones affect schedule, bid readiness, and funding eligibility. CIP Management brings environmental records into the capital program view so compliance status is visible alongside budget, contract, and delivery data.

  • NEPA and CEQA determination tracking
  • Environmental permit, ECR, certification, and SWPPP records
  • Role assignments and milestone tracking by project
  • PDF export links for environmental list views and reporting
  • Compliance status connected to project readiness and federal tracking
06 — RIGHT-OF-WAY CLEARANCE TRACKING

R/W Delays Kill Schedules. Now You'll See Them Coming.

Right-of-way clearance is one of the most common reasons capital projects miss federal obligation windows — after which funds can be de-obligated and the agency absorbs the cost. CIP Management surfaces parcel activity, clearance status, NEPA documentation, authorization dates, and expiration windows before they become a problem, not after.

  • NEPA clearance type and date tracking per project
  • Parcel filtering and right-of-way project updates
  • Obligation expiration auto-calculated from authorization records
  • Advance warnings before critical federal deadlines
  • Phase-specific federal compliance fields tied to LAPM requirements
07 — UTILITY RELOCATION MANAGEMENT

Utility Conflicts Are a Schedule Risk. Don't Find Out at Bid Time.

Nothing derails a construction bid like a utility conflict that wasn't in the project record. CIP Management tracks relocation requirements, responsible parties, coordination status, and resolution progress as a formal part of every project — visible alongside cost, funding, contracts, R/W, and compliance data.

  • Utility conflict and relocation status per project
  • Responsible party and coordination tracking
  • Integrated into the project record alongside R/W and federal compliance
  • Visible across roles — no more status living in a single inbox
08 — EXECUTIVE DASHBOARD

Program Health Should Not Require a Staff Meeting to Understand.

Executives need a portfolio view that explains where the money is, which projects are at risk, what contracts are active, and which compliance items need attention. CIP Management turns project, finance, clearance, contract, and insurance records into dashboard metrics your leadership team can act on immediately.

  • Financial, contract, clearance, and project health metrics
  • Portfolio calculations backed by structured project data
  • Alerts for upcoming expirations, incomplete records, and delivery risks
  • Dashboard APIs designed for consistent reporting and future integrations
  • Executive-ready visibility without manually assembling status slides
09 — BOARD-READY REPORTING

Stop Rebuilding the Same Report Every Budget Cycle.

Project sheets, fund detail reports, executive summaries, appendix materials, and export packages should come from the same data your staff manages every day. CIP Management generates reporting outputs from the system of record — including budget, funding, phase, compliance, image, and narrative sections — so your reports are formatted before the scramble begins.

  • Project sheet previews with budget, funding, phase, compliance, and reporting sections
  • PDF and DOCX export support with project images
  • Fund Detail Report and Executive Program Summary previews
  • Batch export workflows for report packages
  • Governance resolutions, glossary terms, acronyms, and appendix management
10 — FORMS, DOCUMENTS, AND INSURANCE CONTROLS

The Administrative Details Are Where Programs Lose Control.

Standard forms, policy documents, insurance certificates, expiration reminders, and project associations are rarely headline features — until one is missing. CIP Management gives your team a controlled place to manage required forms, compare document versions, track COI expirations, and connect administrative requirements to the projects and contracts they affect.

  • Standard form and document version management
  • Remote version comparison support for updated documents
  • Insurance policy and certificate tracking
  • COI expiration alerts and reminder defaults
  • Project association logic for insurance and administrative requirements

Built for Public Agencies. Not Adapted for Them.

Commercial project management platforms are designed for private-sector delivery. They require your team to adapt your process to fit the tool — and you've spent years developing a process that actually works for public-sector capital delivery. CIP Management is purpose-built for municipal and regional transportation agencies. The data model mirrors your budget document. The reports match what goes to your board. The workflow matches how your team operates.

The data model mirrors our budget document exactly. We no longer spend weeks reconciling spreadsheets before board meetings.

Director of Public Works

Regional Transportation Agency

Having R/W clearance, environmental status, federal obligation windows, and contract exposure visible in one place changes the conversation from reporting what happened to managing what comes next.

Finance Manager

Municipal Agency

Status-driven project lifecycle: Construction → Bid-Ready → Design → Identified Need → Annual → Closeout

Role-based access for PMs, finance staff, contract administrators, environmental teams, and program leadership

Reports that generate the exact outputs your budget cycle, board package, audit file, and executive review require — without reformatting

Your Next Budget Cycle Starts in Months. Get Your Program Data Out of Excel Before It Does.

Your team has been patching the same spreadsheet for years. Every budget cycle, someone rebuilds the pivot table. Every audit, someone reconstructs the cost history. Every board packet, someone checks whether finance, contracts, environmental, R/W, and project delivery are telling the same story. CIP Management replaces all of it — with a structured, auditable system your PMs will actually use and your finance staff will trust.