cost-to-complete-review

name	Cost-to-Complete Review
slug	cost_to_complete_review
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Labor, material, and escalation references drift; CTC quality depends on freshness. Overlay governs materiality of CTC variance and triggers for executive review.
applies_to	{"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["development","construction","renovation"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["construction_manager","estimator_preconstruction_lead","asset_manager","development_manager"],"output_types":["memo","kpi_review","estimate"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/normalized/capex_line_items__{scope}.csv","reference/normalized/labor_rates__{market}.csv","reference/normalized/material_costs__{region}_residential.csv","reference/derived/contingency_assumptions__{org}.csv","reference/normalized/construction_duration_assumptions__{region}.csv","reference/normalized/approval_threshold_defaults.csv"],"writes":[]}
metrics_used	["cost_to_complete","contingency_remaining","contingency_burn_rate","change_orders_pct_of_contract","schedule_variance_days"]
escalation_paths	[{"kind":"ctc_variance_above_threshold","to":"construction_manager -> asset_manager -> executive"},{"kind":"contingency_exhaustion_risk","to":"construction_manager + asset_manager -> approval_request per overlay"}]
approvals_required	["budget_reallocation_above_threshold"]
description	Recomputes cost-to-complete from current actuals plus remaining scope plus overlay-derived escalation and contingency. Compares against prior CTC and the underwriting baseline. Identifies the driver (labor, material, scope, duration) and recommends remediation (re-estimate, scope trim, re-bid, contingency pull).

Cost-to-Complete Review

Workflow purpose

Build an accurate, transparent cost-to-complete at any point in the project. Trigger remediation when CTC deviates from plan.

Trigger conditions

• Explicit: "run CTC", "cost-to-complete refresh", "pressure-test the remaining budget".
• Implicit: workflows/draw_package_review finds CTC drift; workflows/change_order_review produces material cost delta; milestone slippage from schedule.
• Recurring: monthly per active project; re-run when a CO is reviewed.

Inputs (required / optional)

Input	Type	Required	Notes
Cost-to-date	record	required	from draw or GL
Approved COs	table	required
Pending COs	table	required	scenario view
Remaining scope	table	required	assemblies, percent complete
Schedule update	record	required	for duration-based escalation
Prior CTC	record	required	for delta
Estimator baseline	estimate	required

Outputs

Output	Type	Shape
CTC refresh	kpi_review	per trade, per project
Driver decomposition	table	labor / material / scope / duration
Contingency posture	kpi_review	remaining vs. plan
Scenario set	table	base / upside / downside
Recommendation memo	memo	remediation and approval path

Required context

Asset_class, segment, form_factor, market, project.

Process

1. Inherit cost to date. From most recent draw or GL.