Intake And Documents
Collect Forms, Source Files, Missing Information, And Department Follow-Up In One Workspace.
Built For School District Capital Planning
A Professional Workspace For Capital Plans, Evidence, Approvals, And Final Reports.
FIRM Gives Finance Owners And FIRM Staff A Shared Planning System For Intake, Workshops, Building Roadmaps, Capital Need Records, Quality Review, And Approved Downloads.
District Roadmap Planner
Pinecrest Valley Schools
3Y5Y10Y
Planning Horizon
10Y
Capital Needs
64
Next 3 Years
$8.7M
Downloads
2 Ready
Planning Workspaces
Lincoln ElementaryEvidenceReview Roof Evidence
Fairview HSReviewReview FIRM Note
Madison MiddleWorkshopConfirm Timing
Open Roll-UpDownloadsReview Register
Roadmap Timeline
Vestibule Security2026
Boiler Replacement2027
Classroom HVAC2029
Main Roof Replacement2031
Workflow
From Intake To Approved Roadmap.
The Platform Separates Internal FIRM Work From Customer Review While Keeping The Same Source Data, Evidence, Timing, Budget Figures, And Audit History Connected.
Capital Need Records
Turn Workshop Input Into Reviewed Needs With Timing, Cost Basis, Evidence, And Approval Status.
Roadmap Planning
See Building And District-Level Plans Across Forecast Years Before Final Approval.
Review And Release
Control Quality Gates, Client Approvals, Final Reports, Register Downloads, And Audit History.
Employee Portal
Internal Workspace For FIRM Staff.
FIRM Staff Can Import Documents, Refine Workshop Output, Maintain Capital Need Records, Run Review Gates, And Prepare Client-Ready Releases.
Intake ReviewWorkshop RefinementQC GatePartner Export
Customer Portal
Review Workspace For Finance Owners.
District Finance Owners Can Review Returned Forms, Answer Questions, Request Changes, Approve Planning Records, And Download Final Packages.
Source DocumentsOpen RequestsRoadmap ReviewFinal Downloads
Platform Controls
Designed For Ownership, Permissions, And Audit Visibility.
FIRM Supports District-Specific Data Access, Admin-Assisted Entry, File Attachments, Review Queues, Structured Exports, And A Full Audit Trail For Create, Update, And Delete Actions.
Open DashboardDistrict Scope
Finance Owners See Their Own District Data. Admins Can Support Across Districts.
Audit Trail
Every Critical Data Change Keeps Actor, Action, Old Value, New Value, And Timestamp.
Evidence Library
Photos, PDFs, Quotes, And Supporting Files Remain Attached To The Relevant Need.
Exports
Approved Register And Report Downloads Are Prepared After Review And Confirmation.