Procurement compliance for public agencies nationwide

Stop guessing.
Start knowing.

Pocket Procurement instantly tells you the exact procurement method required — then builds your approval chain, compliance checklist, and audit trail automatically. Built for schools, municipalities, housing authorities, and any public agency managing federal and local funds.

Get Early Access → See how it works
Schools & Charter Networks
Municipalities & Counties
Housing Authorities
Any Public Agency
All 50 States
🔒 pocketprocurement.app
Lone Star Charter Academy
Menu
📊Dashboard
➕New Request
⚖️Compliance Check
📁Audit Trail
J
Jennifer Walsh
Business Manager

Good morning, Jennifer 👋

Lone Star Charter Academy · Charter School

5
Total Requests
3
Needs Attention
1
Received
$186K
Total Value
Active Requests
🏗️
Gymnasium Renovation
REQ-002 · Bond Fund · $95,000
2 of 17 steps · 0/3 approvals pending
$95K
Needs Approval
💻
Student Devices — 4th Grade
REQ-001 · ESSER Federal 🇺🇸 · $22,000
5 of 11 steps · 1/1 approvals ✓
$22K
In Procurement
📚
Math Curriculum Adoption
REQ-003 · Title I 🇺🇸 · $18,500
10 of 13 steps · 1/1 approvals ✓
$18K
Ordered
Try it right now — no signup needed

What method do you need
for your purchase?

Enter your details below and get an instant compliance answer. This is exactly what the full app does — in seconds.

$
⚡
Fill in the fields above to get your instant compliance answer
Early feedback

What procurement professionals
are saying.

"I've spent years trying to keep up with EDGAR requirements across multiple federal grants. Having something that tells me exactly what's required — and documents it — would have saved us from at least two audit findings."
S
School Business Administrator
Large ISD · Texas
"The approval chain piece is what gets us. We have purchases that need to go through 3 people and right now it's all email threads. Missing an approver on a federal purchase is exactly the kind of thing that shows up in audits."
M
Procurement Officer
Municipal Government · Southeast US
"Construction project managers don't always know procurement rules — they know construction. A tool that just tells you the method and walks you through the steps would be genuinely useful in the field."
R
Facility & Construction PM
Charter Network · Southwest US
* Feedback collected during early beta outreach. Names withheld for privacy.
The math is simple

One audit finding pays for
years of subscription.

The average federal procurement audit finding results in repayment of the full purchase amount — plus the staff time to respond, document, and remediate.

👇 Adjust the numbers to match your situation — the card updates live

$
⏱
$
Estimated cost of one audit finding
$26,800
Repayment risk $25,000
Staff response time $1,800
Pocket Procurement — annual cost $1,188/yr
You save $25,612
That's 22x your Starter plan cost — from just one prevented finding.
Start Preventing Findings →
What's coming

Built by a procurement professional.
Roadmap driven by users.

This is version 1. Here's where it's going — and early access members get input on what gets built next.

✅ Available Now
⚡ Instant compliance lookup
🔐 Auto-built approval chains
✅ Smart compliance checklists
📝 Digital signatures & timestamps
📁 Audit trail tracking
🌎 All 50 states
⚙️ Entity customization
🔜 Coming Soon
👥 Multi-user team accounts
📧 Email approval notifications
💳 Stripe subscription billing
📊 Board report generation
📤 Audit package export (PDF)
🔔 Deadline & compliance reminders
🗺️ On the Horizon
🔗 Finance system integrations
📱 Mobile app
🤖 AI-assisted vendor research
📋 Contract management module
🏫 Multi-campus / multi-entity
📈 Spend analytics dashboard
™️
Trademark Pending
USPTO Application Filed 2026
📋
Built on EDGAR
2 CFR Part 200 Compliant Logic
🔒
SSL Secured
All data encrypted in transit
🌎
All 50 States
Federal + State rules built in
👩‍💼
Built by a Pro
Created by a procurement professional
🔄
Always Current
Requirements kept up to date
The problem

The wrong method can cost you everything.

Whether you're a school district, municipality, housing authority, or county agency — procurement requirements change based on dollar amount, funding source, state law, and your own entity's policies. Keeping it all straight manually is where costly mistakes happen.

🚨
Federal grant repayment
Using the wrong procurement method on a federal grant can trigger a full repayment demand — even if the purchase was legitimate and necessary.
Real audit risk
📋
Too many rules to track
EDGAR, state procurement codes, board policies, cooperative purchasing rules — requirements overlap and conflict. Nobody has time to memorize all of it.
Daily frustration
⏱️
Approval chaos
Who needs to sign off? At what threshold? In what order? Without a system, approvals get missed, delayed, or done out of sequence — creating audit exposure.
Costly delays
What's inside

Everything you need.
Nothing you don't.

Built for school districts, charter networks, municipalities, housing authorities, and any public agency managing procurement across multiple funding sources.

⚡
Instant Compliance Lookup
Enter a dollar amount and funding source — the app tells you the exact required procurement method in seconds. Federal, state, local, and your entity's own stricter policies all factored in.
Always current requirements
🔐
Auto-Built Approval Chains
1, 2, or 3 approval levels automatically determined by purchase size. Each approver signs digitally — name and timestamp recorded at every step for your audit trail.
Digital signatures included
✅
Smart Compliance Checklists
Step-by-step checklists that adapt to your funding source. EDGAR requirements, SAM.gov checks, board approval steps, and public notice requirements built right in.
Adapts to your funding source
📁
Audit-Ready Trail
Every signature, approval note, checklist completion, and timestamp is saved automatically. When the auditor comes, you're ready — not scrambling.
Works in all 50 states
How it works

From purchase idea
to audit-ready in minutes.

01
Enter your purchase details
Tell the app what you're buying, the estimated cost, and your funding source. That's all it needs to get started.
Takes 60 seconds
02
Get your compliance method instantly
The app cross-references your dollar amount, funding source, state rules, and entity policies to tell you exactly which procurement method is required — and shows you why.
Federal EDGAR rules included
03
Work through your auto-built checklist
A complete step-by-step checklist is generated for your specific situation — check off each item as you go. No more forgetting required documentation.
Adapts to your funding source
04
Route for approvals — digitally
The approval chain is built automatically based on your purchase amount. Each approver gets notified, signs digitally, and the timestamp is recorded. Approvals can be sent back with required reasons.
1, 2, or 3 levels auto-determined
Compliance Engine

Federal funding adds extra rules.

The same $38,500 purchase requires different steps depending on whether it's funded federally or locally. The app shows you exactly what changes — and why.

🇺🇸
Federal funds (ESSER, Title I, IDEA) trigger additional EDGAR requirements — SAM.gov debarment checks, cost/price analysis, conflict of interest certifications.
🏛️
Your entity's own policies are layered in when they're stricter than what state or federal law requires — because many districts set higher thresholds.
🔄
Always based on current requirements — not a static spreadsheet someone built years ago and forgot to update.

⚖️ Compliance Check

Federal EDGAR Rules + Your State's Procurement Code

Amount
$38,500
Funding Source
ESSER 🇺🇸
🇺🇸 Required Method — Federal Funds
Formal Quotes or Cooperative Contract
  • 1Use cooperative purchasing OR 3+ formal written quotes
  • 2Document vendor selection rationale in writing
  • 3⚡ EDGAR: Document competition & cost analysis
  • 4⚡ EDGAR: SAM.gov debarment check required
  • 5⚡ EDGAR: Conflict of interest certification
Who it's for

Built for the people doing the work.

Whether you're managing a single purchase or overseeing an entire department's procurement — Pocket Procurement works for you.

🏫
School Business Managers
Manage federal grants, state funds, and board-required approvals all in one place. Never guess which method applies to ESSER or Title I again.
🏗️
Facility & Construction PMs
Track construction and renovation purchases from quote to board approval. Know exactly when competitive sealed bids are required.
🏛️
Municipal Procurement Officers
City and county purchasing staff managing multiple departments and funding streams — all with different rules and approval thresholds.
🏢
Housing Authority Staff
HUD-funded purchases come with strict federal procurement requirements. Get the right method instantly — with EDGAR compliance built in.
👤
Solo Users — No Approvals Needed
Just need fast compliance answers and a personal purchase tracker? Use it solo — no approval chain required. Perfect for independent PMs and consultants.
📊
CFOs & Finance Directors
Get visibility into every pending purchase, approval status, and compliance step across your organization — all audit-ready at any moment.
Built around your entity

Your rules.
Your thresholds.
Your approval chain.

This isn't a generic compliance spreadsheet. Every entity that uses Pocket Procurement gets a tool configured specifically for how they operate.

01
Your state's procurement code
Rules and thresholds specific to your state — not a national average that may not apply to you.
02
Your entity's stricter internal policies
If your board requires quotes at $5K instead of the state minimum of $10K — the app uses your threshold. Your rules always win.
03
Your approval structure
Set who approves at what dollar amount. Business Manager only? Campus Admin first? Superintendent required over $50K? All configurable.
04
Use it solo or as a team
Just need compliance answers for yourself? Skip approval chains entirely and use it as a personal procurement tracker and compliance guide.
⚙️
Entity Configuration
Set up once. Works forever.
Entity Type
Charter School
State
Texas — TEC Ch. 44 applied
Internal Quote Threshold
$5,000 (stricter than state min)
Approval Level 1
Business Manager — up to $9,999
Approval Level 2
Campus Admin + BM — $10K–$49,999
Approval Level 3
+ Superintendent — $50K+
Approval Mode
✓ Approval chains enabled
Or turn off approval chains entirely for solo use — just track purchases and get compliance answers instantly.
Common questions

Everything you're wondering answered.

Is this only for schools?
No — Pocket Procurement works for any public agency managing procurement with federal or local funds. School districts, charter networks, municipalities, housing authorities, counties, and more.
What if I just need compliance answers — no approval routing?
That works great. You can use Pocket Procurement as a solo compliance tool and purchase tracker without any approval chain features. Just look up your method, track your requests, and keep your audit trail clean.
How current are the compliance rules?
Rules are maintained based on the most current federal regulations (EDGAR 2 CFR Part 200) and state procurement codes. Unlike a static spreadsheet, the app is updated as requirements change.
What states are supported?
All 50 states. Federal EDGAR rules apply nationwide, and state-specific thresholds and rules are built in for each state.
Can I customize it for my entity's internal policies?
Yes — that's one of the core features. If your board policy requires competitive quotes at a lower threshold than your state minimum, the app uses your stricter rules. Your policies always take precedence.
Is this a replacement for legal counsel?
No — and we're upfront about that. Pocket Procurement is a compliance guidance tool, not legal advice. Always consult your entity's legal counsel or auditor for complex situations.
Can our finance department pay by check or ACH?
Yes — that's the default. We issue a formal invoice with Net 30 terms that your AP department can process like any other vendor payment. No credit card required.
Do you provide a W-9?
Yes. A W-9 is available on request — just ask when you receive your invoice and we'll send it right away. We know this is standard for public agency vendor onboarding.
What does the setup fee cover?
Tracy personally reviews your state procurement code, entity type, board policies, internal thresholds, and approval structure — then configures the app to match your exact rules. This isn't a generic template. It's your entity, built in.
Can we get a receipt for our records?
Yes — a receipt is sent automatically once payment is confirmed. It includes a full description of service for your finance department's records.
Real purchase scenarios

See it work on real purchases.

These are the kinds of purchases your team handles every week. Here's what Pocket Procurement tells you instantly.

🏗️
Gymnasium Renovation
$95,000 · Bond Fund · ISD
$95K
Required Method
Competitive Sealed Bid
Advertise publicly — minimum 14 days
Board of Trustees must approve award
3-level approval chain required
Campus Admin → CFO → Superintendent
💻
Student Chromebooks
$22,000 · ESSER Federal · Charter School
$22K
Required Method
Cooperative Contract or 3 Quotes
⚡ EDGAR: SAM.gov debarment check
⚡ EDGAR: Cost/price analysis required
Document vendor selection rationale
Business Manager approval only
🚗
Fleet Vehicle Purchase
$38,000 · General Fund · Municipality
$38K
Required Method
Formal Quotes or Coop Contract
BuyBoard / TIPS / OMNIA or 3+ quotes
Document selection rationale
City Manager approval required
No federal requirements — local fund
🔧
HVAC Maintenance Contract
$8,500 · General Fund · Housing Authority
$8.5K
Required Method
Informal Quotes — 3 Required
3 informal written or verbal quotes
Document lowest responsive vendor
Business Manager approval only
No board approval required at this level
Works for your organization

Different entities.
Same compliance confidence.

Every public agency has its own rules, thresholds, and approval structures. Pocket Procurement adapts to all of them.

🏫
School District / ISD
Key lawTexas Ed. Code Ch. 44 / State equivalent
FederalEDGAR, ESSER, Title I, IDEA
ApprovalsCampus Admin → CFO → Superintendent
BoardRequired on competitive bids $50K+
🌐
Charter School Network
Key lawState charter law + authorizer policies
FederalEDGAR, ESSER, Title I, Title II
ApprovalsBusiness Manager → Executive Director
BoardRequired per charter bylaws
🏛️
Municipality / City
Key lawState municipal procurement code
FederalCDBG, ARPA, infrastructure grants
ApprovalsDept Head → City Manager → Council
BoardCity Council approval on large contracts
🏢
Housing Authority
Key lawHUD procurement handbook 7460.8
FederalHUD, CDBG, Section 8 funds
ApprovalsProgram Manager → Executive Director
BoardBoard of Commissioners approval required
The difference it makes

With Pocket Procurement
vs. without it.

Situation
❌ Without
✅ With Pocket Procurement
"Which method do I need for this $38K ESSER purchase?"
Search policy binders, call district counsel, wait days for answer
Answer in under 10 seconds — with EDGAR requirements listed
Routing a $95K bond purchase for approval
Email chain with no tracking, easy to miss a required approver
Auto-built 3-level chain, digital signatures, timestamps recorded
Federal auditor asks for procurement documentation
Scramble through emails and spreadsheets for hours
Complete audit trail ready instantly — every step documented
New staff member needs to learn procurement rules
Weeks of training on policy binders they'll never fully memorize
Enter the purchase, get the answer — built-in guidance every step
Federal grant purchase later flagged in audit
Potential repayment of full purchase amount + findings on record
Correct method used from the start — audit finding avoided entirely
What's at stake

Real audit findings.
Real consequences.

These aren't hypotheticals. These are the kinds of findings that appear in federal and state audit reports every year — and they're almost always preventable.

💸
Grant Repayment Demands
Using informal quotes instead of formal competitive procurement on a federal purchase over the threshold. Auditors require full repayment — even if the vendor was legitimate and the price was fair.
Most common EDGAR finding
📝
Missing Documentation
Completing the right procurement method but failing to document it properly — no written vendor selection rationale, no SAM.gov check record, no cost analysis on file.
Easily preventable with checklists
🔐
Skipped Approval Steps
A purchase that required board approval or superintendent sign-off that got processed without it. Even well-intentioned shortcuts create audit exposure and personal liability.
Approval chains prevent this
⚠️
Debarred Vendor Payments
Paying a vendor that appears on the federal SAM.gov debarment list — required to check for ALL federal fund purchases. Missing this check is an automatic finding.
SAM.gov check built into checklists
Pricing

Simple pricing.
Built for every size.

From solo compliance lookup to full enterprise setup — pick the tier that fits your entity. All plans include early access pricing, locked in for life.

👤
Solo
For individuals who need compliance answers fast
$49/month
Self-setup — no onboarding fee
  • ✓ 1 user
  • ✓ Instant compliance lookup
  • ✓ Smart compliance checklists
  • ✓ Audit trail export
  • ✓ All funding sources + EDGAR
  • ✓ All 50 states
  • ✗ Approval chains
  • ✗ Multi-user / team
  • ✗ Custom entity thresholds
Best for: Facility managers, construction PMs, independent consultants
Get Early Access
or $490/yr — 2 months free
🏫
Starter
For small entities with a lean procurement team
$99/month
+ $149 one-time setup · Tracy configures your entity
  • ✓ Up to 3 approvers
  • ✓ 2-level approval chains
  • ✓ Digital signatures + timestamps
  • ✓ Smart compliance checklists
  • ✓ 1 campus or department
  • ✓ Basic threshold customization
  • ✓ Audit trail export
  • ✓ All 50 states + EDGAR
  • ✗ Multiple campuses
Best for: Small charter schools, small municipalities, single-dept agencies
Get Early Access
or $990/yr — 2 months free
Most Popular
🏛️
Professional
For mid-size entities with complex procurement needs
$199/month
+ $299 one-time setup · Full custom configuration
  • ✓ Up to 10 users
  • ✓ Full 3-level approval chains
  • ✓ Custom approval thresholds
  • ✓ Multiple campuses or departments
  • ✓ Custom approver names + roles
  • ✓ State-specific code updates
  • ✓ Entity policy overrides
  • ✓ Priority support
  • ✓ Full audit package export
Best for: Mid-size ISDs, charter networks, cities, housing authorities
Get Early Access
or $1,990/yr — 2 months free
🏢
Enterprise
For large, complex organizations with multiple entities
$399/month
+ $499 one-time setup · White-glove onboarding
  • ✓ Unlimited users
  • ✓ Multiple campuses + entities
  • ✓ Complex org structures
  • ✓ Full custom threshold setup
  • ✓ Board-level approval routing
  • ✓ White-glove onboarding call
  • ✓ Dedicated support
  • ✓ Board report exports
  • ✓ Custom training session
Best for: Large ISDs, county agencies, multi-campus charter networks, large housing authorities
Contact for Early Access
or $3,990/yr — 2 months free
⚙️
What's included in setup? Tracy personally reviews your entity type, state procurement codes, board policies, internal thresholds, and approval chain structure — then configures the app to match your exact rules. This is not a generic template. It's your entity, built in.

Early access pricing is locked in for life · We invoice you — pay by check or ACH · W-9 provided upon request · Cancel anytime · All 50 states

How payment works

Built for public agencies.
We know how you pay.

Schools, municipalities, and housing authorities don't swipe a credit card. We built the billing process to match how your finance department actually works.

1
Request access on this page
Fill out the waitlist form. Tracy reviews every application personally — usually within 24 hours.
2
Tracy configures your entity
Tracy reviews your state, entity type, thresholds, and approval chain. Your app is configured before you ever log in.
3
You receive a formal invoice
A professional invoice is sent to your finance department — itemized, with a service description, amount, and Net 30 terms. W-9 available upon request.
4
Pay by check or ACH
No credit card required. Pay the way your finance office works. You'll receive a receipt as soon as payment is confirmed.
5
You get your access link
Once setup is complete, Tracy sends your secure access link. Your entity is already configured — just log in and start.
📄
Sample Invoice
From
Pocket Procurement™
Tracy Almazan Williams
[email protected]
Professional Plan — Monthly Subscription $199.00
One-Time Entity Setup & Configuration $299.00
Total Due $498.00
Payment TermsNet 30
Accepted MethodsCheck · ACH · Wire
W-9 AvailableYes — on request
ReceiptSent upon payment
Questions about billing? Email [email protected]
Join the waitlist

Be first in line
for launch.

Leave your email and we'll reach out personally when your access is ready. No spam, ever.

🎉

You're on the list! We'll be in touch soon.

Built by a procurement professional, for procurement professionals. No VC funding. No bloat.
⚖️ Legal Disclaimer: Pocket Procurement is a compliance guidance tool, not legal advice. Rules are maintained based on current federal and state regulations but may not reflect recent changes. Always consult your entity's legal counsel, auditor, or procurement officer before finalizing any procurement decision. Requirements vary by entity, funding source, and circumstance.