Records from design and building firms, on terms you set
Owner contracts, bid pricing and secure sites tend to come up first. Below is how we deal with each one.
How jobs really progress
Architects and builders leave a detailed paper trail of how each job went from drawing to handover:
- Drawing sets and models, with each revision
- Submittals and RFIs between designers and trades
- Logs of coordination alongside change orders
- Bids and estimates, plus subcontractor comparisons
- Punch lists alongside the daily logs
Your history of bids
How you price work shows up in your estimates. If you prefer to keep that private, exclude the estimating files. In anything that stays, owner, sub, supplier and site names are replaced with placeholders, along with addresses.
Records the owner holds rights to
Some drawings and models belong to the building owner or are limited by contract. Those can be excluded project by project. Whether any fit within your contracts is a decision for you and counsel. We give no legal advice on that question.
Secure or sensitive sites
Any job with restricted drawings or site details for security reasons can be excluded completely. You mark them, and they never reach the copy.
Where to begin
The estimate comes first. On that first conversation, point to where project history sits and the jobs that have to stay out. Nothing is prepared until you agree on the list. You review a sample before anything goes out, and your originals never leave your systems. Nobody asks for passwords.
What reaches a buyer
A buyer receives a prepared copy of the project records you approved. A common case is the trail from an RFI to its answer, the change order and the updated plan, every owner, trade and site name swapped for a placeholder. Seeing how hundreds of such issues got settled is what gives construction history its value to an AI lab. The live documents your crews rely on today stay untouched, and nobody ever needs a login to your project software.
Questions principals ask
Can we exclude one project?
Yes. You may leave out any single project, client, folder or system.
Do we hand over our drawings or IP?
No. What buyers license is a prepared version of material you approved. Your files and ownership stay with you.
Does it cost us anything?
Nothing. Everything begins under NDA, and you pay nothing.
Check where your firm lands
Headcount and time in business decide that. What kind of projects you do has no effect.
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