Feature
Draws released against the consultant's certificate, holdback computed for your jurisdiction.
A workspace per project: charter, consultant, tender from the component register, construction bid requirements, draws with the consultant's certificate attached, change orders against contingency, deficiencies with photos, warranties.
Board reality
Why this is hard for a volunteer board
A $430,000 roof with three draws, a change order and a statutory holdback is a small construction project run by people who have never run one.
The mechanism
How the butler handles it
- Step 1
The charter is a decision
It sets scope, budget, contingency and funding source, and the tender inherits the component scope and adds bonding, WSIB and safety requirements. - Step 2
No certificate, no draw
Each draw is claimed by the contractor, signed off by the consultant with the certificate attached, and only then approved and funded. The holdback is computed at the statutory percentage and released on the lien-period conditions. - Step 3
Change orders meet the contingency
Cumulative impact is tracked against contingency, and a change that exceeds it needs a decision.
Record output
What it produces
Project charter, consultant tracking, tender, contract and draws shared with credit facilities.
Holdbacks with lien periods and the substantial performance certificate, plus lien monitoring.
Change orders, a contingency log, a deficiency list, a warranty register, a photo timeline and a safety log.
Owner notices for disruptive work with unit access tracking, and budget against committed, spent and forecast.
Rules pack
Ontario and Florida
Each jurisdiction is a rules pack, and the citation travels with the obligation.
Holdback percentages and lien periods are parameters in each jurisdiction's rules pack, so a change to either moves every open project rather than a settings page nobody revisits.
Board questions
Questions boards ask
Can a draw be paid without a consultant's certificate?
No.
Where does the money come from?
The project's funding sources: reserve, special assessment or a facility. Each draw shows its source and the ledger entry.
What happens at the end?
The post-project review updates the component's cost and life in the register, so the next study starts from actuals.
Set your corporation up this afternoon
A workspace per project: charter, consultant, tender from the component register, construction bid requirements, draws with the consultant's certificate attached, change orders against contingency, deficiencies with photos, warranties.