Streamline the Planning and Tracking of Compliance Requirements

From commitments and agreements to permit terms and conditions of approval, managing compliance with regulatory and entitlement requirements can be a complex challenge. However, most organizations continue to use low-tech solutions (e.g., spreadsheets) to track and manage vast libraries of information. This requires valuable staff time to keep up with documentation and coordinate across broad groups of involved parties. Furthermore, managers struggle to distill top-level priorities, make informed decisions, and ensure timely resolution of compliance concerns.

ESA brings deep experience with all aspects of the compliance lifecycle, from analyzing project impacts and designing mitigation measures to data management concerns including monitoring, QA/QC, and reporting. We have leveraged this experience to develop Beacon, an open-source compliance tracking platform. Beacon streamlines the planning and tracking of compliance requirements across the lifespan of a project, equipping managers with a set of comprehensive data management tools specifically designed for the compliance workload. Beacon serves as a common solution that can support a wide range of types and sizes of projects. Our clients use Beacon to simplify tracking, centralize data management, and automate key workflows.

Technology to Manage Compliance Across the Project Lifecycle

Manage mitigation measures, permit conditions, and other commitments with a complete system to document, plan, and track your compliance operations.

Benefits

  1. Clarify the Complex Landscape of Regulatory and Entitlement Requirements : Support prioritization and planning, positioning compliance leads to proactively stay ahead of requirements and issues.
  2. Mitigate Risks to Project Budgets and Schedules: Support critical workflows and automate tasks like organizing requirements across project timelines and tracking compliance status.
  3. Ensure Continuity Through Changes to Requirements, Staffing, and Project Timelines: Create a robust system of record for compliance data.

Features

The current and planned functionality of Beacon includes:

Aggregate project commitments (mitigation measures, permit terms, conditions of approval, etc.) into a centralized system.

Structure commitment data so it is clear when and where they apply across the project.

Track any changes to commitments over time to provide historical context regarding their intention and interpretation.

Integrate with ArcGIS Online to connect project and compliance data with spatial extents.

Track changes to project geospatial data over time to evaluate impacts to compliance requirements.

Use geospatial data to understand not only when, but also where, requirements are triggered over the course of the project.

Create compliance actions and associate actions with related requirements.

Find and merge related and overlapping requirements across source documents (for example, permit conditions and related mitigation measures).

Consolidate multiple requirements into a single action that satisfies all.

Link commitments to project components, construction packages, or sub-projects to track which apply, when, and where.

Organize compliance requirements into groups of related actions.

Upload documentation of compliance. Track and view the status of requirements.

Aggregate compliance data in dashboards to provide insight into outstanding requirements and provide centralized view of monitoring observations and compliance concerns.

Integrate construction compliance monitoring data from third-party data collection tools like Fulcrum or Survey 123 to provide centralized access and insight in Beacon.

Notify project teams about compliance concerns and track responses to ensure prompt resolution.

Facilitate simple reporting as required by project commitments.

Automate reporting about compliance status, including customizing report templates and autogenerating monitoring reports.

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