GUIDES

PE licenses, PDH hours, and the firm's own paperwork.

An engineering firm's right to exist is paperwork: each PE's license on its own renewal clock with continuing-education hours to prove, and the firm's Certificate of Authorization with its own renewal and its own rules about who must be on staff. One state is manageable. The moment a firm works across a border, every requirement forks, and the spreadsheet that tracked it stops scaling.

The shape of the problem.

In Oklahoma, a PE renews on a two-year cycle and certifies thirty professional development hours, with limits on how many carry forward. The firm's certificate has a designated managing agent requirement with employment rules attached. Texas has its own firm registration regime. Other states, their own again. Each rule is simple; the product of all of them is not. And the failure mode is asymmetric: the hours cost a few evenings, the lapse costs eligibility.

Why the spreadsheet fails.

It fails at the joints: the engineer who swears the course counted, the state that changed a rule since the row was written, the renewal that lands while the one person who understands the sheet is on a job site. Tracking is not the hard part. Trusting the tracking is.

What the system does.

One record per licensee per state, with the actual rules attached and checked against the board's current requirements at renewal time. Courses logged as they happen, not reconstructed in renewal week. Lead-time alerts that reach the engineer and the firm, because both have something to lose. The Certificate of Authorization rides the same rails. The firm's eligibility stops being an act of memory.

Common questions

And most do it well, until the one who does not is the one stamping drawings in the state you just won work in. Individual diligence and firm-level assurance are different products.

By checking, on a schedule, against the board's published requirements, and flagging the difference for a human. The system does not decide what the rule is; it makes sure somebody looks.

Yes: architect registrations, contractor licenses, DBE certifications, anything with a cycle and a consequence. The machinery is identical.

Give me your worst workflow.

Bring your license roster. Thirty minutes, straight answer.

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