Municipal Projects

<H2 class=form>Description</H2>
<BLOCKQUOTE>This Help document describes how to establish a Municipal project within ECMS. The screens and steps required to create a Municipal project belong to several different subsystems within ECMS. The actual steps may be performed by a variety of users from different areas within the District or Central Office. This document provides an overview of the requirements for system processing. It does not address PENNDOT policies or procedures regarding municipal projects. For detailed step-by-step directions for the ECMS functions mentioned here, see the appropriate Help document listed under "Related Help Documents".
</BLOCKQUOTE> 
<H2 class=form>Process</H2>
<BLOCKQUOTE>The following table provides an overview of the steps required to establish a Municipal project in ECMS. Detailed step-by-step directions are provided in the appropriate Help documents.
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199>On this screen…</TD>
<TD width=391>Perform this action</TD></TR>
<TR vAlign=top>
<TD width=199>Project Information</TD>
<TD width=391>Choose "Municipal" as the Project Type</TD></TR>
<TR vAlign=top>
<TD width=199>Project Team</TD>
<TD width=391>Add municipality as "lead"
Note: If the municipality is not going to be reimbursed but their concurrence in award is required, add them as an "other" municipality rather than as the lead.</TD></TR>
<TR vAlign=top>
<TD width=199>Project Development Checklist</TD>
<TD width=391>Create a Reimbursement or Contribution Agreement checklist item (under Local Agreements and Coordination category).
Complete data entry for the checklist item (Agreement Party FID must match the FID associated with the municipality in their Business Partner Registration record)</TD></TR>
<TR vAlign=top>
<TD width=199>Fund Description</TD>
<TD width=391>If the municipality will be reimbursed 100% of the construction costs:
<UL>
<LI type=disc>Create a fund code(s) for the project, but do not enter the municipality as an "Other Agency"</LI></UL> If the reimbursement will be less than 100%:
<UL>
<LI type=disc>Select the Reimbursement Agreement created on the checklist
<LI type=disc>Enter the percentage of the costs that the municipality will pay 
<LI type=disc>If applicable, enter a maximum dollar amount for the municipal participation</LI></UL></TD></TR>
<TR vAlign=top>
<TD width=199>Link Items to Fund Code</TD>
<TD width=391>Link the items to the fund code created in the previous step</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>

<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199>Topic</TD>
<TD width=391>Help Document</TD></TR>
<TR vAlign=top>
<TD width=199>Project - create</TD>
<TD width=391>How Do I Create Project
Tell Me About Project Information</TD></TR>
<TR vAlign=top>
<TD width=199>Municipality - add to Project Team</TD>
<TD width=391>How Do I Add Municipality to Project Team
Tell Me About Project Team</TD></TR>
<TR vAlign=top>
<TD width=199>Fund Code - create</TD>
<TD width=391>Tell Me About Funding Information
Tell Me About Fund Description
How Do I Create Fund Code</TD></TR>
<TR vAlign=top>
<TD width=199>Items - link to fund code</TD>
<TD width=391>How Do I Link Items to Fund Code
How Do I Link Alternate and As-Designed Bid Items to Fund Code</TD></TR>
<TR vAlign=top>
<TD width=199>Checklist item - Complete </TD>
<TD width=391>How Do I Complete Checklist Item for Contribution/Reimbursement Agreement Item</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This Help document describes how to establish a Municipal project within ECMS. The screens and steps required to create a Municipal project belong to several different subsystems within ECMS. The actual steps may be performed by a variety of users from different areas within the District or Central Office. This document provides an overview of the requirements for system processing. It does not address PENNDOT policies or procedures regarding municipal projects. For detailed step-by-step directions for the ECMS functions mentioned here, see the appropriate Help document listed under "Related Help Documents".

Process

The following table provides an overview of the steps required to establish a Municipal project in ECMS. Detailed step-by-step directions are provided in the appropriate Help documents.

On this screen… Perform this action

Project Information Choose "Municipal" as the Project Type

Project Team Add municipality as "lead"
Note: If the municipality is not going to be reimbursed but their concurrence in award is required, add them as an "other" municipality rather than as the lead.

Project Development Checklist Create a Reimbursement or Contribution Agreement checklist item (under Local Agreements and Coordination category).
Complete data entry for the checklist item (Agreement Party FID must match the FID associated with the municipality in their Business Partner Registration record)

Fund Description If the municipality will be reimbursed 100% of the construction costs:

Create a fund code(s) for the project, but do not enter the municipality as an "Other Agency"

If the reimbursement will be less than 100%:

Select the Reimbursement Agreement created on the checklist
Enter the percentage of the costs that the municipality will pay
If applicable, enter a maximum dollar amount for the municipal participation

Link Items to Fund Code Link the items to the fund code created in the previous step

On this screen…	Perform this action
Project Information	Choose "Municipal" as the Project Type
Project Team	Add municipality as "lead" *Note*: If the municipality is not going to be reimbursed but their concurrence in award is required, add them as an "other" municipality rather than as the lead.
Project Development Checklist	Create a Reimbursement or Contribution Agreement checklist item (under Local Agreements and Coordination category). Complete data entry for the checklist item (Agreement Party FID must match the FID associated with the municipality in their Business Partner Registration record)
Fund Description	If the municipality will be reimbursed 100% of the construction costs: Create a fund code(s) for the project, but do not enter the municipality as an "Other Agency" If the reimbursement will be less than 100%: Select the Reimbursement Agreement created on the checklist Enter the percentage of the costs that the municipality will pay If applicable, enter a maximum dollar amount for the municipal participation
Link Items to Fund Code	Link the items to the fund code created in the previous step

Topic	Help Document
Project - create	How Do I Create Project Tell Me About Project Information
Municipality - add to Project Team	How Do I Add Municipality to Project Team Tell Me About Project Team
Fund Code - create	Tell Me About Funding Information Tell Me About Fund Description How Do I Create Fund Code
Items - link to fund code	How Do I Link Items to Fund Code How Do I Link Alternate and As-Designed Bid Items to Fund Code
Checklist item - Complete	How Do I Complete Checklist Item for Contribution/Reimbursement Agreement Item

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:54:20 AM