Built for the organization doing more with less.

Compliance strategy and AI counsel that meets the team where they are.

Choose your package

The Community Org Package

Mission-driven. Audit-ready. Learning-supported.

  • The Learning & Development Review

    What it is: Learning programs designed, deployed, and measured with KPIs and continuous feedback loops.

    Who it’s for: Community organizations building consistent staff practice across teams and sites.

  • The Federal Funding Review

    What it is: A readiness program that builds controls, documentation, and a monitoring-visit binder for federal and pass-through reviews.

    Who it’s for: Community organizations with federal or pass-through funding who want to prevent disallowed costs and reporting gaps and/or need review-ready systems and evidence.

  • The AI & DataGuard Review

    What it is: AI, data, and vendor governance for due-diligence readiness and safe data handling.

    Who it’s for: Community organizations using SaaS and AI with sensitive beneficiary or donor data.

The Community Org Package

  • Tier 1: Core (up to 10 tools/vendors)

    Includes

    • Data inventory + system map

    • Data classification + retention/deletion schedule

    • AI/tool register with data-use rules (allowed, prohibited, approval-required)

    • Vendor intake kit (questionnaire + minimum requirements + DPA/terms checklist)

    • Access and off-boarding baseline (roles + checklists)

    • Incident response playbook (first 24 hours + evidence preservation)

    • Due-diligence evidence folder (organized, review-ready)

    • 1 tabletop exercise + after-action fixes
      Fixed price:$3,500
      Optional ongoing support:$8000/mo

    Tier 2: Expanded (11 to 25 tools/vendors)

    Includes everything in Tier 1, plus

    • Vendor risk tiering rubric + vendor risk register

    • Access governance workflow (quarterly access reviews) for up to 6 core systems

    • Expanded due-diligence response library (questionnaire-ready)
      Fixed price: $4,500
      Optional ongoing support: $1,000/mo

    Tier 3: Comprehensive (26+ tools/vendors, higher sensitivity, multi-site)

    Includes everything in Tier 2, plus

    • Role templates and access governance for up to 10 core systems

    • 2 tabletop exercises (for example vendor breach + AI data handling)

    • One completed high-stakes due-diligence response pack (for one partner/funder)
      Fixed price: $6,000
      Optional ongoing support: $1,500/mo

    Delivery Options

    • Remote

    • On-site*

    *Timeline of work and travel expenses for on-site visits are confirmed during the consultation and finalized in the Statement of Work.

  • Tier 1: Core (1 to 2 awards)

    Includes

    • Award rules crosswalk (costs, reporting, procurement, labor)

    • Compliance risk register + 30/60/90 plan

    • Evidence spine setup (folders, naming, retention)

    • Allowable cost and documentation standards (decision rules + checklists)

    • Procurement toolkit (quotes, sole source, logs, COI)

    • Timekeeping and allocation toolkit (method + templates)

    • Budget-to-actual tracker + report backup pack template

    • Monitoring-visit binder for up to 2 awards

    • 1 mock review with fixes
      Fixed price: $2,500
      Optional ongoing support: $650/mo

    Tier 2: Expanded (3 to 6 awards or any subrecipients)

    Includes everything in Tier 1, plus

    • Monitoring-visit binders for up to 4 awards (or 2 award clusters)

    • Subrecipient monitoring toolkit for up to 2 subrecipients

    • 2 mock reviews with fix verification
      Fixed price: $3,500
      Optional ongoing support: $750/mo

    Tier 3: Comprehensive (7+ awards, multi-site, multiple subs)

    Includes everything in Tier 2, plus

    • Monitoring-visit binders for up to 7 awards (or 3 to 4 clusters)

    • Subrecipient monitoring system for up to 5 subrecipients

    • Full mock monitoring visit simulation (multi-role)
      Fixed price: $4,500
      Optional ongoing support: $850/mo

    Delivery Options

    • Remote

    • On-site*

    *Timeline of work and travel expenses for on-site visits are confirmed during the consultation and finalized in the Statement of Work.

  • Tier 1: Core (1 to 2 role pathways)

    Includes

    • Skills and needs analysis (use existing data + targeted inputs)

    • Competency framework mapping by role

    • Modality rubric selection + accessibility checks

    • Curriculum map + module outlines

    • Job aids and templates tied to workflows

    • Implementation calendar + onboarding integration plan

    • Learning effectiveness framework (KPIs, instruments, tracking tool, feedback loop)
      Fixed price: $1,000
      Optional ongoing support: $500/mo

    Tier 2: Expanded (3 to 5 role pathways)

    Includes everything in Tier 1, plus

    • Pathways for up to 5 roles (program, finance/grants, ops, leadership, managers)

    • KPI rollups by role/team and site (as needed)

    • More complete facilitation materials set (guides + activities)
      Fixed price: $3,200
      Optional ongoing support: $600/mo

    Tier 3: Comprehensive (6+ pathways or multi-site rollout)

    Includes everything in Tier 2, plus

    • Multi-site rollout plan with governance cadence

    • Leadership-ready reporting views and quarterly review templates

    • Train-the-trainer package (facilitator guide + scenarios + assessment keys)
      Fixed price: $5,500
      Optional ongoing support: $800/mo

    Training delivery options

    • Remote session (60 to 90 min)

    • Onsite session (60 to 90 min)*

    * Timelines and on-site cost for on-site visits are confirmed during the consultation and finalized in the Statement of Work.

  • The Evidence Index Template

    A template that standardizes what to save, where it goes, who owns it, and when it’s updated so reporting and review requests can be answered quickly without scrambling.

Schedule a Community Org Consultation