View Bid Justification J-Sheet Report

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contract Awards subsystem and is used to view the Bid Justification J-Sheet Report for a specific contractor with regard to a specific project. The View Bid Justification J-Sheet Report function provides part of the Bid Justification functionality and is accessed when the user clicks the report hyperlink on the Bid Justification checklist item. This report is updated when the apparent low bidder changes.
<P>The J-Sheet report is a system generated, online report that serves as a bid analysis tool. The J-Sheet compares the lowest bids (up to 5) with the estimated project cost and displays the percentage difference between the low bid and the estimate as well as between the low bid and every other bid. <BR><BR>The system also performs a set of calculations based on PENNDOT business rules to score the bidding based on level of competition, difference between the total project estimate and the total bid price for the apparent low bidder, bid overrun, underbidding, and overbidding. The system also applies a ‘total score’ to the bidding. The J-Sheet is part of the Bid Justification checklist item on the Contract Awards screen and can be accessed by clicking the J-Sheet link on the Bid Justification checklist item. The J-Sheet is always created, even when no bid justification is required. The report is read from the Bid Justification – J Sheet tables, which are populated after Bid Opening by the Create Contract Awards Checklist program.When the apparent low bidder is rejected or withdraws their bid and the next low bidder enters the contract award process, the J-Sheet is generated for that bidder and assigned a new score based on the new apparent low bidder and the new number of bids (excluding the rejected or withdrawn bid).<BR><BR>This report can be accessed by all users having access to the Contract Awards screen. </P></BLOCKQUOTE><BR>
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE><FONT face=Arial size=2>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.</FONT>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199><B><FONT face=Arial size=2>From this screen….</FONT></B></TD>
<TD width=391><B><FONT face=Arial size=2>perform this action:</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Contract Awards home page</FONT></TD>
<TD width=391><FONT face=Arial size=2>Enter search criteria</FONT>
<P><FONT face=Arial size=2>Click SEARCH button</FONT></P></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Contract Awards Search Results</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click Project Number hyperlink</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Contract Awards screen</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click Bid Justification hyperlink</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Bid Justification screen</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click Line Item Profile hyperlink</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Bid Justification J-Sheet Report</FONT></TD>
<TD width=391><FONT face=Arial size=2>View report details</FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151><B><FONT face=Arial size=2>User Action</FONT></B></TD>
<TD width=439><B><FONT face=Arial size=2>Result</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Open your browser software and access the ECMS Welcome page.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page is displayed with the navigation bar on the left.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>From the navigation bar, select the Contractor Services option. </FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contractor Services option available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>From the navigation bar, select the Contract Awards option under Contractor Services.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contract Awards home page is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Enter search criteria for the project for which you want to view the Bid Justification J-Sheet Report and click the SEARCH button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contract Awards Search Results screen is displayed.</FONT>
<P><B><I><FONT face=Arial size=2>Tip</FONT></I></B><I><FONT face=Arial size=2>: If the corresponding Contract Award is in your Concurrence or Contract Review work queue, you can access the Contract Awards screen by clicking the Concurrences by Status or Contracts by Status link, then clicking the Project Number hyperlink on the resulting work queue screen.</FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the Project Number hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contract Awards screen for the specified project is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The lower portion of the screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the Bid Justification checklist item hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Bid Justification checklist item screen is displayed and contains hyperlinks to the Bid Justification J-Sheet and Line Item Profile reports.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the Bid Justification J-Sheet Report hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Bid Justification J-Sheet Report is displayed. For a detailed description of the report content, see “Tell Me About Bid Justification J-Sheet Report” under the Contract Awards Reports category of the Help system.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><IMG height=1 alt="" src="/icons/ecblank.gif" width=1 border=0></TD>
<TD width=439><FONT face=Arial size=2>When you are finished viewing the report, use the Go links to access other project-related screens. Use the navigation bar to access other ECMS screens or to log out of the system.</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE><BR>
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=174><B><FONT face=Arial size=2>Topic</FONT></B></TD>
<TD width=456><B><FONT face=Arial size=2>Help Document</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Report field definitions</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Bid Justification J-Sheet Report</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Search and navigation</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Contract Awards Home Page</FONT>
<P><FONT face=Arial size=2>How Do I Search for a Project in Contract Awards</FONT></P></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

This function is part of the Contract Awards subsystem and is used to view the Bid Justification J-Sheet Report for a specific contractor with regard to a specific project. The View Bid Justification J-Sheet Report function provides part of the Bid Justification functionality and is accessed when the user clicks the report hyperlink on the Bid Justification checklist item. This report is updated when the apparent low bidder changes.

The J-Sheet report is a system generated, online report that serves as a bid analysis tool. The J-Sheet compares the lowest bids (up to 5) with the estimated project cost and displays the percentage difference between the low bid and the estimate as well as between the low bid and every other bid.

The system also performs a set of calculations based on PENNDOT business rules to score the bidding based on level of competition, difference between the total project estimate and the total bid price for the apparent low bidder, bid overrun, underbidding, and overbidding. The system also applies a ‘total score’ to the bidding. The J-Sheet is part of the Bid Justification checklist item on the Contract Awards screen and can be accessed by clicking the J-Sheet link on the Bid Justification checklist item. The J-Sheet is always created, even when no bid justification is required. The report is read from the Bid Justification – J Sheet tables, which are populated after Bid Opening by the Create Contract Awards Checklist program.When the apparent low bidder is rejected or withdraws their bid and the next low bidder enters the contract award process, the J-Sheet is generated for that bidder and assigned a new score based on the new apparent low bidder and the new number of bids (excluding the rejected or withdrawn bid).

This report can be accessed by all users having access to the Contract Awards screen.


Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.
From this screen…. perform this action:
Contract Awards home page Enter search criteria

Click SEARCH button

Contract Awards Search Results Click Project Number hyperlink
Contract Awards screen Click Bid Justification hyperlink
Bid Justification screen Click Line Item Profile hyperlink
Bid Justification J-Sheet Report View report details

Step-by-Step Directions

User Action Result
Open your browser software and access the ECMS Welcome page. The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key. The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option. The Contractor Services option available to your user group are displayed.
From the navigation bar, select the Contract Awards option under Contractor Services. The Contract Awards home page is displayed.
Enter search criteria for the project for which you want to view the Bid Justification J-Sheet Report and click the SEARCH button. The Contract Awards Search Results screen is displayed.

Tip: If the corresponding Contract Award is in your Concurrence or Contract Review work queue, you can access the Contract Awards screen by clicking the Concurrences by Status or Contracts by Status link, then clicking the Project Number hyperlink on the resulting work queue screen.

Click the Project Number hyperlink. The Contract Awards screen for the specified project is displayed.
If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen. The lower portion of the screen is displayed.
Click the Bid Justification checklist item hyperlink. The Bid Justification checklist item screen is displayed and contains hyperlinks to the Bid Justification J-Sheet and Line Item Profile reports.
Click the Bid Justification J-Sheet Report hyperlink. The Bid Justification J-Sheet Report is displayed. For a detailed description of the report content, see “Tell Me About Bid Justification J-Sheet Report” under the Contract Awards Reports category of the Help system.
When you are finished viewing the report, use the Go links to access other project-related screens. Use the navigation bar to access other ECMS screens or to log out of the system.


Related Help Documents

Topic Help Document
Report field definitions Tell Me About Bid Justification J-Sheet Report
Search and navigation Tell Me About Contract Awards Home Page

How Do I Search for a Project in Contract Awards


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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:57:02 AM