Open-Item Review

The prior item list.

The initial Echelon review establishes the baseline. The prior item list is the starting point for a later review, not an instruction to reopen the whole project.

You supply the register and agreed supporting records received since the previous cutoff. Echelon re-reads only the defined in-scope items. New items are included only where management adds them to the agreed scope before the cycle.

Records move through a transfer method agreed before anything is sent. A changed status goes only as far as the supplied records support.

Agreed before each review.

The item population, supporting records, cutoff, cycle, and fee are agreed before each review. Where records still arrive frequently, a shorter cycle may be agreed. Slower closeout items may use a longer cycle.

Each cycle is a separate engagement. This is not continuous review. Echelon does not watch for changes between cycles or manage your commercial process.

When there is no useful commercial record left to review, Echelon will not propose another cycle.

You keep the register and the decisions.

Your systems remain your systems of record. You maintain the register and source records, make commercial and accounting decisions, and remain responsible for deadlines, billing, communications with the other contracting party, and execution of management decisions.

Echelon returns a review record. It does not maintain your live register or carry out your next steps.

Record status only.

Echelon does not track contractual notice deadlines, lien deadlines, bond claim deadlines, claim deadlines, statutory deadlines, or legal rights. These remain with you and your appropriate professional advisers.

Echelon is not your project manager, accountant, CPA, lawyer, engineer, claims consultant, collector, or software vendor. Legal, accounting, engineering, and claims questions are identified for the appropriate professional. The review does not determine legal rights or guarantee payment or recovery.