Conditionally Approve DBE Participation or MBE/WBE Commitment

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<h2 class="form">Description</h2>
<blockquote>
This function is part of the Contract Awards subsystem and allows authorized users to conditionally approve the DBE Participation for Federal Projects and the MBE/WBE Commitment for State Project. If conditional approval is granted, the user must enter comments text.
<p>Note: All submitted forms are available as links in the Review work queue on the Forms by Review List. Because the transmission of email depends on many technical factors both inside and outside of ECMS, it is highly recommended that users check their work queue at least once daily for forms awaiting review. To access the Forms by Review List, click the hyperlink on the Contract Awards home page.<br /><br />The Conditionally Approve DBE Participation or MBE/WBE Commitment function provides part of the Submission, Review, and Approval functionality and is accessed from the email notification for a specific project; from the form name hyperlink on the Forms by Review List; or from the Contract Awards screen for the apparent low bidder. This Help document shows you how to conditionally approve a single form.<br /><br />See &quot;How Do I Review BEO Forms&quot; for details on completing the review of the overall submission package.</p>
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<h2 class="form">Quick Navigation</h2>
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<span style="font-family: Arial; font-size: 12px">This following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.</span>
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<tbody>
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<td width="199"><strong style="font-family: Arial; font-size: 80%">From this screen&hellip;.</strong></td>
<td width="391"><strong style="font-family: Arial; font-size: 80%">perform this action:</strong></td>
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<tr valign="top">
<td width="199" style="font-family: Arial; font-size: 80%">Forms by Review List</td>
<td width="391" style="font-family: Arial; font-size: 80%">Click the form name hyperlink</td>
</tr>
<tr valign="top">
<td width="199" style="font-family: Arial; font-size: 80%">DBE Participation or MBE/WBE Commitment</td>
<td width="391">
<span style="font-family: Arial; font-size: 80%">Click Conditionally Approve button</span>
<p style="font-family: Arial; font-size: 80%">Confirm action</p>
</td>
</tr>
<tr valign="top">
<td width="199" style="font-family: Arial; font-size: 80%">Comments (pop-up screen)</td>
<td width="391">
<span style="font-family: Arial; font-size: 80%">Enter conditional comments</span>
<p style="font-family: Arial; font-size: 80%">Click OK</p>
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</table>
</blockquote>
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<h2 class="form">Step-by-Step Directions</h2>
<blockquote>
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<td width="151"><strong style="font-family: Arial; font-size: 80%">User Action</strong></td>
<td width="439"><strong style="font-family: Arial; font-size: 80%">Result</strong></td>
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<td width="151" style="font-family: Arial; font-size: 80%">Open your browser software and access the ECMS Welcome page.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The ECMS Welcome page is displayed with the navigation bar on the left.</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">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.</td>
<td width="439" style="font-family: Arial; font-size: 80%">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).</td>
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<td width="151"><span style="font-family: Arial; font-size: 80%">From the navigation bar, select the Contractor Services option.</span></td>
<td width="439" style="font-family: Arial; font-size: 80%">The Contractor Services options available to your user group are displayed.</td>
</tr>
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<td width="151" style="font-family: Arial; font-size: 80%">Select the Contract Awards option beneath Contract Services on the navigation bar.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Contract Awards home page is displayed.</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">Click the Forms by Review hyperlink.</td>
<td width="439">
<span style="font-family: Arial; font-size: 80%">The Forms by Review List is displayed and contains hyperlinks to the DBE Participation or MBE/WBE Commitment forms awaiting review under the category BEO Review.</span>
<p><strong><em style="font-family: Arial; font-size: 80%">Note</em></strong><em style="font-family: Arial; font-size: 80%">: You can also access the DBE Participation for Federal Projects or the MBE/WBE Commitment for State Projects screen from the email notification sent to your user group when the prime submits the form or from the Contract Awards screen. Again, however, it is recommended you check the Forms by Review List at least once daily.</em></p>
</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">Click the form name hyperlink for the desired project.</td>
<td width="439">
<span style="font-family: Arial; font-size: 80%">The DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects screen is displayed.</span>
<p style="font-family: Arial; font-size: 80%">This is the form-level screen which provides the details about the sub and the specific work items they are performing. The screen also contains the Approve, Disapprove, and Conditionally Approve buttons. This Help document illustrates how to use these buttons to conditionally approve the form. The Approve and Disapprove functions are discussed in separate &quot;How Do I&hellip;&quot; Help topics.</p>
</td>
</tr>
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<td width="151" style="font-family: Arial; font-size: 80%">If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The lower portion of the screen is displayed.</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">Click the CONDITIONALLY APPROVE button.</td>
<td width="439" style="font-family: Arial; font-size: 80%">A message is displayed asking you to confirm that you want to conditionally approve the form and prompting you to enter conditional comments.</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">Click OK on the message box.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Comments screen is displayed with the text box open for entry.</td>
</tr>
<tr valign="top">
<td width="151" style="font-family: Arial; font-size: 80%">Enter the conditional approval comments in the text box and click the OK button.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Comments screen closes, and the DBE Participation for Federal Projects or the MBE/WBE Commitment for State Projects screen is re-displayed with your conditional comments displayed in the BEO Comments field. The BEO Form Status field displays 'Conditionally Approved'.</td>
</tr>
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<td width="151"><img height="1" border="0" width="1" alt="" src="/icons/ecblank.gif" /></td>
<td width="439">
<span style="font-family: Arial; font-size: 80%">Use the Go links to access other project-related screens, including the DBE Participation or MBE/WBE Commitment List, where you can view and link to all forms in Approved, Disapproved, Conditionally Approved, or BEO Review status, as well as the Approved percentage that the prime has achieved so far. From the list screen, you can also mark the BEO review as complete.</span>
<p style="font-family: Arial; font-size: 80%">Use the navigation bar to access other ECMS functions or to log out of the system.</p>
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<br /><br /> </blockquote>
<br />
<h2 class="form">Related Help Documents</h2>
<blockquote>
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<tbody>
<tr valign="top">
<td width="174"><strong style="font-family: Arial; font-size: 80%">Topic</strong></td>
<td width="456"><strong style="font-family: Arial; font-size: 80%">Help Document</strong></td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">Submitted forms</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About Forms by Review List</td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">List of forms</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects List</td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">Form fields and functions</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects Screen</td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">Contract Awards fields and functions</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About Contract Awards Screen</td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">Approve BEO submission</td>
<td width="456"><span style="font-family: Arial; font-size: 80%">How Do I Approve DBE Participation or MBE/WBE Commitment</span></td>
</tr>
<tr valign="top">
<td width="174" style="font-family: Arial; font-size: 80%">Disapprove BEO submission</td>
<td width="456" style="font-family: Arial; font-size: 80%">How Do I Disapprove DBE Participation or MBE/WBE Commitment</td>
</tr>
</tbody>
</table>
<br /><br /> </blockquote>
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Description

This function is part of the Contract Awards subsystem and allows authorized users to conditionally approve the DBE Participation for Federal Projects and the MBE/WBE Commitment for State Project. If conditional approval is granted, the user must enter comments text.

Note: All submitted forms are available as links in the Review work queue on the Forms by Review List. Because the transmission of email depends on many technical factors both inside and outside of ECMS, it is highly recommended that users check their work queue at least once daily for forms awaiting review. To access the Forms by Review List, click the hyperlink on the Contract Awards home page.

The Conditionally Approve DBE Participation or MBE/WBE Commitment function provides part of the Submission, Review, and Approval functionality and is accessed from the email notification for a specific project; from the form name hyperlink on the Forms by Review List; or from the Contract Awards screen for the apparent low bidder. This Help document shows you how to conditionally approve a single form.

See "How Do I Review BEO Forms" for details on completing the review of the overall submission package.

Quick Navigation

This 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:
Forms by Review List Click the form name hyperlink
DBE Participation or MBE/WBE Commitment Click Conditionally Approve button

Confirm action

Comments (pop-up screen) Enter conditional comments

Click OK


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 options available to your user group are displayed.
Select the Contract Awards option beneath Contract Services on the navigation bar. The Contract Awards home page is displayed.
Click the Forms by Review hyperlink. The Forms by Review List is displayed and contains hyperlinks to the DBE Participation or MBE/WBE Commitment forms awaiting review under the category BEO Review.

Note: You can also access the DBE Participation for Federal Projects or the MBE/WBE Commitment for State Projects screen from the email notification sent to your user group when the prime submits the form or from the Contract Awards screen. Again, however, it is recommended you check the Forms by Review List at least once daily.

Click the form name hyperlink for the desired project. The DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects screen is displayed.

This is the form-level screen which provides the details about the sub and the specific work items they are performing. The screen also contains the Approve, Disapprove, and Conditionally Approve buttons. This Help document illustrates how to use these buttons to conditionally approve the form. The Approve and Disapprove functions are discussed in separate "How Do I…" Help topics.

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 CONDITIONALLY APPROVE button. A message is displayed asking you to confirm that you want to conditionally approve the form and prompting you to enter conditional comments.
Click OK on the message box. The Comments screen is displayed with the text box open for entry.
Enter the conditional approval comments in the text box and click the OK button. The Comments screen closes, and the DBE Participation for Federal Projects or the MBE/WBE Commitment for State Projects screen is re-displayed with your conditional comments displayed in the BEO Comments field. The BEO Form Status field displays 'Conditionally Approved'.
Use the Go links to access other project-related screens, including the DBE Participation or MBE/WBE Commitment List, where you can view and link to all forms in Approved, Disapproved, Conditionally Approved, or BEO Review status, as well as the Approved percentage that the prime has achieved so far. From the list screen, you can also mark the BEO review as complete.

Use the navigation bar to access other ECMS functions or to log out of the system.




Related Help Documents

Topic Help Document
Submitted forms Tell Me About Forms by Review List
List of forms Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects List
Form fields and functions Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects Screen
Contract Awards fields and functions Tell Me About Contract Awards Screen
Approve BEO submission How Do I Approve DBE Participation or MBE/WBE Commitment
Disapprove BEO submission How Do I Disapprove DBE Participation or MBE/WBE Commitment




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Created byLast Modified by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:49:45 AM
Wanda Taylor/PennDOT
on 03/18/2005 at 03:56:54 PM