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Kingsweir Creek Planning · OKRs · Denver, CO

Kasimir Kowalczuk is the chief of staff at Kingsweir Creek Planning, a ninety-person software startup, and he uses this to hold the licenses, insurance, inspections and audit findings an inspector would ask for, tied to the company goals they protect.

Any businessComplianceGoverned columns4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 agent
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Expiry calendar

Compliance records
October 2026
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Tables

Compliance records

28 sample rows · 16 columns

Every license, certificate, policy, inspection and training record an inspector may ask to see, with who owns it and when it lapses.

RequirementCategoryIssued byKey resultOwnerIssuedExpires
Denver office fire inspectionInspectionCity fire marshalPass the fire and electrical inspections on the first visitDashiell VerhoevenSep 13, 2025Sep 13, 2026
Austin office electrical inspectionInspectionCity building departmentPass the fire and electrical inspections on the first visitDashiell VerhoevenOct 3, 2025Oct 8, 2026
Commercial auto policyInsuranceEastmoor Mutual CasualtyHold a current insurance certificate for every city contractRafferty AmundsenNov 12, 2025Nov 12, 2026
Fire extinguisher service tagsInspectionPinegate Fire and SafetyPass the fire and electrical inspections on the first visitDashiell VerhoevenNov 12, 2025Nov 12, 2026
Denver business licenseLicenseCity licensing officeFile every state and city registration before it lapsesRafferty AmundsenNov 22, 2025Nov 22, 2026
Elevator inspection certificateInspectionState elevator safety officePass the fire and electrical inspections on the first visitDashiell VerhoevenNov 22, 2025Nov 22, 2026
Business continuity plan testInspectionInternalKeep every security policy reviewed inside its yearMaren Lockhart-AdeyemiJan 1, 2026Dec 12, 2026
Workers' compensation policyInsuranceEastmoor Mutual CasualtyHold a current insurance certificate for every city contractRafferty AmundsenDec 22, 2025Dec 22, 2026
Annual HIPAA security risk assessmentInspectionLowgrove Compliance AdvisorsPass the security audit with no major findingsMaren Lockhart-AdeyemiJan 1, 2026Jan 1, 2027
Work authorization (I-9) auditInspectionInternalReview each new hire's work authorization within 3 daysOttoline FairclothJan 31, 2026Jan 31, 2027
Employee handbook reviewPolicy reviewInternalPublish the updated employee handbookOttoline FairclothFeb 10, 2026Feb 10, 2027
Penetration test reportInspectionBlackwater Security TestersPass the security audit with no major findingsMaren Lockhart-AdeyemiMar 2, 2026Mar 2, 2027

16 more rows

Key results

8 sample rows · 9 columns

The company goals that depend on staying compliant, with who owns each one and how far along it is.

Key resultObjectiveOwnerStatusProgressDueRecords behind it
Pass the security audit with no major findingsBe the vendor hospital buyers trustMaren Lockhart-AdeyemiOn track72%Dec 17, 2026SOC 2 Type II report, ISO 27001 certificate, Annual HIPAA security risk assessment, Penetration test report
Keep every security policy reviewed inside its yearBe the vendor hospital buyers trustIlona BrzezinskiOn track85%Dec 2, 2026Data processing agreement template review, Business continuity plan test
Pass the fire and electrical inspections on the first visitRun a safe, insured officeDashiell VerhoevenAt risk40%Nov 17, 2026Denver office fire inspection, Austin office electrical inspection, Fire extinguisher service tags, Elevator inspection certificate, Evacuation drill record
Finish safety training for every new hire in 30 daysRun a safe, insured officeOttoline FairclothOn track90%Jan 1, 2027First aid and defibrillator training for floor wardens, Annual workplace safety training, Harassment prevention training, Security awareness training
Hold a current insurance certificate for every city contractMeet public-sector buying rulesRafferty AmundsenOn track80%Dec 7, 2026Cyber liability policy, General liability policy, Workers' compensation policy, Errors and omissions policy, Commercial auto policy, Insurance certificate for the city transit contract
File every state and city registration before it lapsesMeet public-sector buying rulesRafferty AmundsenAt risk55%Nov 22, 2026Denver business license, Austin office registration, State sales tax registration, State unemployment insurance filing
Review each new hire's work authorization within 3 daysHire and keep the team lawfullyOttoline FairclothOff track30%Nov 12, 2026Background check vendor agreement, Work authorization (I-9) audit
Publish the updated employee handbookHire and keep the team lawfullyOttoline FairclothDone100%Oct 6, 2026Employee handbook review

Findings

13 sample rows · 10 columns

What auditors and inspectors found, what fixes it and by when.

FindingRecordSeverityStatusRaisedDueClosed
Exit sign dim on the third floorDenver office fire inspectionMinorClosedSep 14, 2025Oct 3, 2025Oct 3, 2025
Fire extinguisher tag missing on the Austin kitchen unitFire extinguisher service tagsMinorClosedDec 22, 2025Jan 11, 2026Jan 6, 2026
Staging server allowed an outdated encryption settingPenetration test reportMajorClosedMar 17, 2026Apr 16, 2026Apr 11, 2026
Admin sign-in page had no limit on attemptsPenetration test reportMinorClosedMar 17, 2026May 1, 2026Apr 29, 2026
Access reviews missing for two contractorsSOC 2 Type II reportMajorClosedJun 20, 2026Aug 19, 2026Aug 4, 2026
Evacuation drill not yet run at the Austin officeEvacuation drill recordMinorIn progressSep 13, 2026Oct 23, 2026—
Three new hires missing section 2 of the I-9Work authorization (I-9) auditMajorOpenOct 6, 2026Oct 24, 2026—
Two contractor laptops lack disk encryptionAnnual HIPAA security risk assessmentMajorOpenSep 27, 2026Oct 27, 2026—
Cyber policy lists an old office addressCyber liability policyMinorOpenOct 9, 2026Oct 30, 2026—
Workers' compensation payroll estimate out of dateWorkers' compensation policyMajorIn progressSep 20, 2026Nov 1, 2026—
Restore test from backups was not written downSOC 2 Type II reportMinorOpenSep 8, 2026Nov 7, 2026—
Visitor log still kept on paper in AustinBusiness continuity plan testMinorOpenOct 4, 2026Nov 8, 2026—

1 more rows

Also included

  • Monday renewalsDigest
  • Record lapsingNotificationWarns the record's owner six weeks before it lapses.
  • Renewal requestDocumentA short request to an issuer or broker to renew a record before it lapses.

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