Create Revision of BEO Forms

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and allows an authorized user to change the BEO Review Status from Completed to Pending. This change in status creates a new revision number and allows the prime contractor to create and submit additional forms after the contract has been awarded. This may be necessary, for example, if a committed MBE/WBE user cannot perform the work or service and must be replaced on the project. This function is only available if the project has existing DBE Participation or MBE/WBE Commitments that were created during the contract award process.
<P><BR>The Create Revision of BEO Forms function provides part of the BEO Submission, Review, and Approval functionality and is accessed from the DBE Participation for Federal Projects List or the MBE/WBE Commitment for State Projects List when the user clicks the Revise button and confirms the action. The Revision function is only available on projects that are Pre-Construction or later. <BR><BR>IMPORTANT: This function cannot be accessed from the Contract Awards screen; the data displayed from the link on the Contract Awards screen is the historical data and includes only those forms that the contractor submitted prior to being awarded the contract.<BR></P></BLOCKQUOTE><BR>
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE><FONT face=Arial size=2>This 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>Navigation bar</FONT></TD>
<TD width=391><FONT face=Arial size=2>Project Services, followed by Project Home Page</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Project Home Page</FONT></TD>
<TD width=391><FONT face=Arial size=2>Enter Search Criteria for project</FONT>
<P><FONT face=Arial size=2>Click SEARCH FOR PROJECT button</FONT></P></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Projects list (search results)</FONT></TD>
<TD width=391><FONT face=Arial size=2>Choose "DBE Participation - MBE/WBE Commitments" from the Select Destination links</FONT>
<P><FONT face=Arial size=2>Locate project in listing</FONT>
<P><FONT face=Arial size=2>Click Project Number hyperlink</FONT></P></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>DBE Participation for Federal Projects List (or MBE/WBE….)</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click REVISE button</FONT>
<P><FONT face=Arial size=2>Confirm action</FONT>
<P><FONT face=Arial size=2>Click SAVE button</FONT>
<P><I><FONT face=Arial size=2>(There is no automatic notification to the District, the Inspector, or the Prime contractor informing them that a new DBE Participation or MBE/WBE Commitment can be created.)</FONT></I></P></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 Project Services option. </FONT></TD>
<TD width=439><FONT face=Arial size=2>The Project Services options available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Select the Project Home Page option beneath Project Services on the navigation bar.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Project home page is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Enter search criteria for the project you want to access and click the SEARCH FOR PROJECTS button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Projects (search results) screen is displayed and includes the project for which you were searching.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Select "DBE Participation - MBE/WBE Commitments" from the Select Destination scree drop-down list and click the Project Number hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The DBE Participation for Federal Projects or MBE/WBE Commitments for State Projects list is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If necessary, use the down-arrow key at the upper left of the screen display 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 REVISE button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A message is displayed asking you to confirm that you want to change the status of the BEO Review to Pending and allow the prime to submit additional forms.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click OK on the message box.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The message box closes, and a ‘please wait’ message is displayed. When processing is completed, a ‘successful’ message is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click OK on the message box.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The message box closes, and the DBE Participation for Federal Projects List or the MBE/WBE Commitment for State Projects List is re-displayed. </FONT>
<P><FONT face=Arial size=2>The BEO Review Status has been updated to Pending; the REVISE button is hidden, and the COMPLETE button is displayed.</FONT></P></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>Use the Go links to access other project-related screens. Use the navigation bar to access other ECMS functions 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>Submission list</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Forms by Review List</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Forms list</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects List</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Form fields, functions</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects Screen</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Subcontracted items</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About DBE Participation Item or MBE/WBE Commitment Item </FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Contract Awards screen</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Contract Awards Screen</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Contract Awards checklist item detail</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Contract Awards Checklist Detail Screen</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Override failed status</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Override Contract Awards Checklist Item Status</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Review BEO submission</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Review BEO Forms</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and allows an authorized user to change the BEO Review Status from Completed to Pending. This change in status creates a new revision number and allows the prime contractor to create and submit additional forms after the contract has been awarded. This may be necessary, for example, if a committed MBE/WBE user cannot perform the work or service and must be replaced on the project. This function is only available if the project has existing DBE Participation or MBE/WBE Commitments that were created during the contract award process.


The Create Revision of BEO Forms function provides part of the BEO Submission, Review, and Approval functionality and is accessed from the DBE Participation for Federal Projects List or the MBE/WBE Commitment for State Projects List when the user clicks the Revise button and confirms the action. The Revision function is only available on projects that are Pre-Construction or later.

IMPORTANT: This function cannot be accessed from the Contract Awards screen; the data displayed from the link on the Contract Awards screen is the historical data and includes only those forms that the contractor submitted prior to being awarded the contract.


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:
Navigation bar Project Services, followed by Project Home Page
Project Home Page Enter Search Criteria for project

Click SEARCH FOR PROJECT button

Projects list (search results) Choose "DBE Participation - MBE/WBE Commitments" from the Select Destination links

Locate project in listing

Click Project Number hyperlink

DBE Participation for Federal Projects List (or MBE/WBE….) Click REVISE button

Confirm action

Click SAVE button

(There is no automatic notification to the District, the Inspector, or the Prime contractor informing them that a new DBE Participation or MBE/WBE Commitment can be created.)


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 Project Services option. The Project Services options available to your user group are displayed.
Select the Project Home Page option beneath Project Services on the navigation bar. The Project home page is displayed.
Enter search criteria for the project you want to access and click the SEARCH FOR PROJECTS button. The Projects (search results) screen is displayed and includes the project for which you were searching.
Select "DBE Participation - MBE/WBE Commitments" from the Select Destination scree drop-down list and click the Project Number hyperlink. The DBE Participation for Federal Projects or MBE/WBE Commitments for State Projects list is displayed.
If necessary, use the down-arrow key at the upper left of the screen display to jump to the bottom of the screen. The lower portion of the screen is displayed.
Click the REVISE button. A message is displayed asking you to confirm that you want to change the status of the BEO Review to Pending and allow the prime to submit additional forms.
Click OK on the message box. The message box closes, and a ‘please wait’ message is displayed. When processing is completed, a ‘successful’ message is displayed.
Click OK on the message box. The message box closes, and the DBE Participation for Federal Projects List or the MBE/WBE Commitment for State Projects List is re-displayed.

The BEO Review Status has been updated to Pending; the REVISE button is hidden, and the COMPLETE button is displayed.

Use the Go links to access other project-related screens. Use the navigation bar to access other ECMS functions or to log out of the system.


Related Help Documents

Topic Help Document
Submission list Tell Me About Forms by Review List
Forms list Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects List
Form fields, functions Tell Me About DBE Participation for Federal Projects or MBE/WBE Commitment for State Projects Screen
Subcontracted items Tell Me About DBE Participation Item or MBE/WBE Commitment Item
Contract Awards screen Tell Me About Contract Awards Screen
Contract Awards checklist item detail Tell Me About Contract Awards Checklist Detail Screen
Override failed status How Do I Override Contract Awards Checklist Item Status
Review BEO submission How Do I Review BEO Forms


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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:51:16 AM