Contractor Compliance · Prototype
Contract and insurance control
for city operations.
SiteGuard helps teams track contractor agreements, insurance certificates, site access readiness, renewals, document requests, and closeout records in one local workspace.
Expired & expiring alerts
Insurance & contract status
Local project files
Excel & PDF reporting
siteguard://workspace/corp-yard-2026.siteguardproj
Contractor Dashboard
Records needing review
FY 2026 Q1All sections
Expired
4Expired
Expiring ≤30d
9Expiring
Missing docs
6Missing
Cleared
37Cleared
Vendor / Job
Stage
Readiness
Status
Aurora Paving Co.
Yard resurfacing
Insurance Check
62%
COI expires 18d
Meridian Electric
Substation service
Field Work
94%
Cleared
BluePeak Environmental
Storm drain audit
Scope Review
41%
W-9 missing
Ironline Fencing
Perimeter repair
PO & Contract
12%
COI expired
Cedar & Co. Landscape
Parks maintenance
Safety Clearance
78%
Docs clear
The spreadsheet problem
Excel can track dates.
It cannot manage the whole clearance process.
- 01Contract and insurance dates live across spreadsheets, inboxes, shared folders, and staff notes.
- 02Expired insurance can be missed until a contractor is already scheduled.
- 03Teams need to know whether the vendor is cleared before arriving on site.
- 04Procurement, finance, risk, and operations often view the same job from different lists.
- 05Handoffs get messy at renewal, closeout, and records retention.
Product workflow
Track every contract from intake to archive.
Ten configurable lifecycle stages route work through scope, procurement, insurance, safety clearance, field work, and closeout. Every record carries its own contract, insurance, site, and review details.
- 01Intake Request
- 02Scope Review
- 03Quote / Bid
- 04PO & Contract
- 05Insurance Check
- 06Safety Clearance
- 07Field Work
- 08Performance Review
- 09Renewal Decision
- 10Final Archive
siteguard://workspace/metrics
Metrics · FY 2026
Active records
84+6
Open requests
12-3
Contract value
$4.8M+11%
Avg. days in stage
9.4-1.2
Records by stage
Insurance Check
22
Field Work
18
Scope Review
14
PO & Contract
11
Safety Clearance
9
siteguard://workspace/policy
City operations sections
Corp YardPublic WorksFacilitiesFleetParksUtilitiesProcurementRisk
Alert Policy
30 days
before certificate or contract expiry
Configurable per workspace · applies to COI, contract, permit, and endorsement dates.
Contract register
Know who is cleared, who is blocked, and why.
Each row represents a contractor, service agreement, work order, or job. Filters focus on the records that need review today.
siteguard://workspace/contract-register
FiltersAll recordsExpiring ≤ 30dMissing docsCorp YardHigh risk
| Vendor / Job | Section | Lifecycle | Status | Readiness |
|---|---|---|---|---|
Aurora Paving Co. Yard resurfacing | Corp Yard | Insurance Check | COI expires 18d | 62% |
Meridian Electric Substation service | Utilities | Field Work | Cleared | 94% |
BluePeak Environmental Storm drain audit | Public Works | Scope Review | W-9 missing | 41% |
Ironline Fencing Perimeter repair | Facilities | PO & Contract | COI expired | 12% |
Cedar & Co. Landscape Parks maintenance | Parks | Safety Clearance | Docs clear | 78% |
Northgate Plumbing Restroom retrofit | Facilities | Renewal Decision | Renewal 45d | 85% |
Vega Traffic Signs Signage replacement | Public Works | Performance Review | Reviewed | 90% |
Vendor & job fields
Vendor, contract number, work order, site address, city section, and job type on every record.
Status badges
Missing, expired, expiring soon, low, medium, high, and critical risk flags.
Readiness score
One-glance signal for whether a contractor is cleared to start work.
Record details
Operational management, not just reporting.
Update records, request missing documents, mark reviews complete, advance the stage, and start a new draft. Notes and last-reviewed data preserve accountability across handoffs.
- Save changes to selected record
- Request COI, W-9, or safety plan
- Mark review complete
- Advance to next lifecycle stage
- Start a new draft
siteguard://workspace/record/AR-0428
Record · AR-0428
Aurora Paving Co.
Yard resurfacing · Corp Yard
Contract #
CY-2026-041
Lifecycle stage
Insurance Check
Contract value
$186,400
Site
1200 Yard Rd.
COI expires
May 04, 2026
Last reviewed
Apr 12, 2026 · JC
Notes: Requested renewed COI on 4/12. Confirm endorsement includes City of Northgate as additional insured before Safety Clearance.
Master Control
One workspace.
Multiple city workflows.
Rename categories and lifecycle stages without rebuilding the app. The same tool remaps from contractor compliance into a broader city operations, corp-yard, or Excel-replacement workflow.
Editable · Categories
Editable · Process stages
Editable · Alert window
Editable · Section labels
Editable · Report titles
Editable · Status labels
siteguard://workspace/master-control
Master Control · Editor
Before
Contract
Insurance
Site Access
Safety
Renewals
Closeout
After · custom workspace
Capital Work Intake
Vendor Prequalification
Safety & Site Access
Field Operations
Permits & Approvals
Procurement & Finance
siteguard://workspace/custom-workspace
Custom Workspace · corp-yard-ops-2026
Capital Work Intake
Capital Work IntakeVendor PrequalificationSafety & Site AccessField OperationsPermits & ApprovalsProcurement & FinanceRisk & InsuranceCloseout Archive
Reports & exports
Turn the tracker into a report without rebuilding a spreadsheet.
Excel and PDF exports use configurable components: full tables, overdue and expiring records, missing documents, readiness summaries, and charts. Build a report for a meeting in seconds.
📋
Full project table
Every record with vendor, contract, lifecycle, and readiness.
⚠︎
Overdue summary
Expired COIs, contracts, and permits grouped by section.
◷
Expiring window
Records approaching the configured alert window.
▮▮
Readiness charts
Distribution of readiness across active work.
✎
Missing documents
Outstanding COI, W-9, safety plan, and endorsement requests.
⚙︎
Custom selection
Toggle report components before Excel or PDF export.
Local workspace files
Your workspace stays on your machine.
SiteGuard saves each workspace as a local .siteguardproj project file. Create, open, save, and save-as — layout, master setup, records, reports, and settings travel with the file.
Note on protection. Protected project files improve local project handling, but production deployment should still include formal security review, data governance review, and vulnerability assessment.
corp-yard-2026.siteguardproj
Local · 2.4 MB · updated 4 min ago
encryptedportable
New
Open
Save
Save As
Use cases
Built for city operations. Configurable for more.
Case · 01
Contractor Site Access
Verify contract, COI, risk, and site clearance before arrival.
Case · 02
Corp Yard Service Jobs
Track facilities, fleet, maintenance, and gate-access work.
Case · 03
Public Works Field Work
Route street, drainage, parks, and utility service records through approval and closeout.
Case · 04
Procurement Handoff
Connect quotes, POs, contract terms, and renewal steps.
Case · 05
Risk & Insurance
Track COI limits, endorsements, expirations, incidents, and renewal reminders.
Case · 06
Excel Replacement
Rename categories and process names for a new workspace without rebuilding the app.