ONTARIO CONSTRUCTION PAYMENT WORKFLOWS

DecisionOps Draw Review Packet by Framework Advisory

Turn messy subcontractor draw packages into clear PASS / HOLD / REVIEW evidence packets.

Framework Advisory reviews the documents you provide, compares visible support across the package, and prepares a concise packet your team can review, explain, and discuss internally.

WHAT IS THIS?

A fixed-scope documentation review and evidence organization service for draw packages.

WHO IS IT FOR?

Ontario general contractors, controllers, project accountants, and project teams reviewing subcontractor draws.

WHAT DO YOU GET?

A clear PDF packet with gaps, inconsistencies, evidence notes, and next-step questions.

Contact: forest@frameworkadvisory.ca

Documentation review
Evidence organization
Workflow support
No legal, tax, audit, CPA assurance, or final payment decision advice
THE REVIEW PROBLEM

Draw packages are often hard to review quickly and consistently.

Numbers do not always line up

Invoices, SOV lines, change orders, and backup may tell slightly different stories.

Approvals can be scattered

PM notes, payment certifier approvals, emails, and field documentation are often spread across files.

Holdback math needs a clear trail

The holdback figures shown in the package should be easy for your team to trace and discuss.

Internal decisions need context

A clear packet helps your team maintain clearer internal documentation for payment review.

THE DECISIONOPS PACKET

A concise review packet built around visible evidence, gaps, and next-step questions.

Framework Advisory compares invoices, SOV lines, change orders, approvals, and supporting documents for visible gaps or inconsistencies.

PASS / HOLD / REVIEW
Plain-language status labels

Used to summarize what the package appears to support, what needs clarification, and where more backup may be needed.

VISIBLE GAPS
Missing or unclear backup

Supporting documents, approvals, close-out documents, deficiency notes, and other required backup are organized into a focused review list.

INTERNAL REVIEW
Easier to explain and discuss

The output is easier to review, explain, and discuss internally before your team makes its own payment decision.

Important: The packet supports decision preparation. It does not replace your project team, controller, lawyer, accountant, payment certifier, or other qualified advisors.
3 SIMPLE STEPS

How the pilot review works

Email-first, simple, and scoped for a first conversation or pilot review.

1
Email Forest

Request a sample packet or describe the type of draw package your team reviews.

forest@frameworkadvisory.ca
2
Scope the review

We confirm the package type, review boundaries, expected output, and whether a pilot packet makes sense.

Invoice SOV Approvals Backup
3
Receive a packet

You receive a concise PDF summary with evidence notes, visible gaps, inconsistencies, and next-step questions.

Optional walkthrough call after delivery
SAMPLE PACKET

Preview the format before sending real project materials.

A redacted sample packet can show the review style, tables, and summary format without requiring you to share confidential project documents first.

DecisionOps Draw Review Packet
Fictional/redacted demo PDF
PDF SAMPLE
Executive summary
Plain-language packet overview.
PASS / HOLD / REVIEW table
Status labels for internal discussion.
Visible gaps list
Missing or unclear backup.
Next-step questions
Questions to ask internally or to the submitting party.
View sample packet
BUILT FOR

Teams that want a clearer review trail before internal payment decisions.

  • Small-to-mid Ontario general contractors reviewing subcontractor draws.
  • Controllers, project accountants, AP teams, and project managers who need organized review notes.
  • Project teams that want clearer backup, next-step questions, and internal discussion materials.
WHAT THIS IS NOT
Not legal advice
We do not interpret legal obligations, advise on lien rights, or make statutory conclusions.
Not CPA assurance or audit work
We do not provide audit, review engagement, tax, or accounting assurance services.
Not final payment authority
Final payment decisions remain with your organization and qualified advisors.
START SMALL

Discuss a pilot review

A first review can be scoped around one draw package or one redacted example.

PILOT REVIEW
$299 CAD
Fixed-scope pilot draw review
Typical turnaround: 24–48 hours after scope confirmation
  • Concise PDF DecisionOps packet.
  • Visible gaps, inconsistencies, and missing backup list.
  • Next-step questions for internal review or follow-up.
  • Optional walkthrough call after delivery.
Request a pilot review

Do not send confidential project materials until scope, review boundaries, and handling expectations are confirmed.

Framework Advisory is led by Forest Rhude, a finance student and operator in Peterborough, Ontario, building practical systems for construction payment documentation, finance operations, and AI-assisted workflow control.

Common questions

Is this legal, tax, audit, or CPA assurance advice?
No. Framework Advisory provides documentation review, evidence organization, workflow support, and decision preparation only.
Do you decide whether we should pay, hold, or reject a draw?
No. The PASS / HOLD / REVIEW labels are an internal review framework. Final payment decisions remain with the client and their qualified advisors.
What files can the packet be based on?
Invoices, SOV lines, change orders, approvals, supporting documents, close-out documents, deficiency notes, and other backup provided by the client.
How do we start?
Email forest@frameworkadvisory.ca with the subject line "Pilot Review Request" to request scope confirmation and next steps.

Want to see the packet format before sharing project materials?

View the fictional sample packet, then email Forest to request a pilot review.