Create a Project Specific Price Proposal

Description

This function is part of the Consultant Services subsystem and is used to create a Project Specific Price Proposal for an Agreement. The Create Price Proposal function provides part of the Price Proposal functionality and is initially accessed from the Technical Proposal Search Results screen.

For the Create Price Proposal link to display on the Technical Proposal Search Results screen, the Price Proposal due date must be equal to or greater than the current date, the Technical Proposal must be submitted and the Department Estimate must be submitted. After the Price Proposal is created, the Proposal can be accessed from the Price Proposal Search Results screen by clicking the EDIT icon beside the agreement.

If the agreement has subcontractors, the subcontractor's Price Proposal must be submitted to the Prime before the Prime can submit the Price Proposal to the Department.

The Price Proposal can be accessed in create, edit and read modes by authorized users. Authorized PENNDOT users cannot see the Price Proposal until the Prime submits it to the Department. Once the Business Partner submits the Price Proposal, they no longer have editing capabilities, but can view the Details of the Price Proposal by clicking the DETAILS icon beside the agreement on the Price Proposal Search Results screen. Authorized PENNDOT users can make editing changes after the Prime submits the Price Proposal to the Department. Once the Legal Agreement is in draft status, authorized PENNDOT and Business Partner users can view the Details of the Price Proposal by clicking the DETAILS icon beside the agreement on the Price Proposal Search Results screen.

Step-by-Step Directions

User Action	Result
Login to ECMS as an authorized user.	The ECMS Homepage is displayed.
Select the Consultant Services option from the navigation bar.	A list of options appears below Consultant Services. The list is tailored to your security profile.
Select Technical Proposal	The ECMS Technical Proposal Search screen is displayed.
Enter the Agreement number and click the SEARCH button	The Technical Proposal Search Results Screen is displayed.
Select Create Price Proposal link.	The Price Proposal Main Menu is displayed. The screen displays all Agreement or Supplement Parts for which a Price Proposal needs to be created. Note: The statuses displayed next to the Part (In-Porcess, Ready to Submit, etc) refer to the Part in relation to the Price Proposal, not to the Agreement or Supplement.
Click one of the Part links to display the additional tabs	The Price Proposal Main Menu screen is displayed with the following tabs. Summary Cost Factors Units of Work (if applicable) Other Costs Labor Tasks Summary Other Costs Summary
Complete the tabs in the order they appear on the screen (and in this help document). The Cost Factors tab must be completed for each part. The Other Costs tab is optional and also applies at the Part level.	The fields and steps for each tab are described below.

Cost Factors Tab

User Action	Result
Enter the percentage to be used in calculating the profit in the Profit Factor field.	The value must be entered as v999. For example, if the profit factor is 4 percent, etner '.450'.
Choose Field or Office in the Overhead field to indicate which overhead rate applies to the task.	The radio button you selected apprears with a darkened center. Note: This field is hidden if the method of payment is Cost Per Unit or Specific Rate.
Click SAVE COST FACTOR	A message is displayed indicating the Cost Factor was successfully saved.
Click OK on the message box	The message box closes and you are returned to the Cost Factors screen.
Enter a name for the escalation to be used in the Escalation Name field.	The name you entered appears in the field. Note: The name must be unique within this Part. For example, Part 1 cannot have two different escalations both named 'FY2003'.
Enter the percentage to be used for the escalation calculation in the Escalation % field.	The value must be entered as 999v99. For example, enter 5 percent as '005.000'.
Enter a brief description of how the escalation was calculated in the Escalation Calculation field.	The description you entered appears in the field.
Click SAVE ESCALATION	A message appears indicating the Escalation was successfully saved.
Click OK on the message box	The message box closes and you are returned to the Cost Factors tab.

Price Proposal Main Menu

	Subcontractor Submitting to Prime:
After all applicable tabs have been created, go to the Price Proposal Summary screen and click SUBMIT TO ASSOCIATE.	A message is displayed asking if you are sure you want to submit this Price Proposal to your Associate.
Click YES	A message is displayed indicating the Price Proposal was submitted successfully.
Click OK	The ECMS Price Proposals Search Screen is displayed.
	Prime submitting to Department:
After all applicable tabs have been created and all subcontractor's Price Proposals have been submitted, go to the Price Proposal Summary screen and click SUBMIT TO DEPARTMENT.	A message is displayed asking if you are sure you want to submit this Price Proposal to PENNDOT.
Click YES	A message is displayed indicating the Price Proposal was submitted to PENNDOT.
Click OK	The ECMS Price Proposals Search Screen is displayed.

Created by	Last Modified by
Joseph D Howe/PennDOT on 03/16/2005 at 10:50:33 AM	Wanda Taylor/PennDOT on 03/17/2005 at 02:49:59 PM