The Equitable Business Opportunity Solution (EBO) User Manual

Transcription

1 The Equitable Business Opportunity Solution (EBO) User Manual

2 Prepared By, Cassandra Asvestas

3 TABLE OF CONTENTS NOTE: BEGINNING OF ANY ACTIVITY MAKE SURE THAT YOU: Input Contract Number First Instructions on Page 2 INTRODUCTION 1-3 Introduction 1 Input Contract Number 2-3 HOW TO 4-17 Print CUF Forms 4-9 Print Landscape 6-7 Print Portrait 8-9 Compare Payroll to Prevailing Wages Look Up Payroll 10 Print Payroll Summary 11 Compare M/W/DBE Goals vs. Current % Verify Payment to Subs Print Prompt Payment Report 17 EXTRAS To Close Program 18 Inactive Popup 18 Multiple Pages 19 Change Contract Number 19 Additional Search Options Partial Number Searches (Wild Card Searches) 20 Search Without Contract Number FOR ADDITIONAL ASSISTANCE 22 Contact Information Sheet 22

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5 INTRODUCTION Go to Click CLICK HERE TO START button Equitable Business Opportunity(EBO) Acceptable Use Agreement Click OK Type Login Name: Employee ID# Initial Password: Welcome1 Change the password after the initial login. Please contact us if you are unable to login at with any questions. -1-

6 INPUT CONTRACT NUMBER (Additional Search Options Page 19) Click CONTRACT drop down arrows Click CONTRACT MAINTENANCE -2-

7 Type CONTRACT NO: Click FIND Make sure that the job is highlighted in bright blue then: Click EDIT PROMPT PAY DAYS/MINORITY/FEMALE Contract Percentage Goals -3-

8 HOW TO PRINT COMMERCIALLY USEFUL FUNCTION (CUF) FORMS Click OnSite drop down arrows button Click CUF ENTRY Click NEW -4-

9 PRINT ALL TABS Click any TAB that you want to print Place curser in empty space then RIGHT CLICK Click PRINT PREVIEW -5-

10 PRINT LANDSCAPE FIRM, MANAGEMENT, EQUIPMENT, WORKFORCE, MATERIALS, PERFORMANCE and NOTES Click AS LAID OUT ON SCREEN Change to ONLY THE SELECTED FRAME -6-

11 Click PRINT Chose PRINTER Click PRINT Continue with normal printing procedure -7-

12 PRINT PORTRAIT OTHERWORK TAB ONLY Click OTHERWORK tab Right click in empty space Click print preview from drop down (See Page 5 for images) Change page layout to PORTRAIT Click AS LAID OUT ON SCREEN Change to ONLY THE SELECTED FRAME -8-

13 Click PRINT Chose PRINTER Click PRINT Continue with normal printing procedure -9-

14 Input Contract Number First Instructions on Page 2 HOW TO COMPARE PAYROLL TO PREVAILLING WAGES Click REVIEW drop down arrows Click WORKFORCE SUMMARY LOOK UP PAYROLL Click REPORT -10-

15 PRINT PAYROLL SUMMARY Click PRINTER Follow standard printing procedure -11-

16 HOW TO COMPARE CONTRACT GOALS VS CURRENT % FOR M/W/DBE (Minority /Women /Disadvantaged Business Enterprises) Input Contract Number First Instructions on Page 2 Contract Percentage Goals Prompt Pay Days, Minority, Female, and OJT (On The Job Training) Click REPORTS/FORMS drop down arrow -12-

17 Click MONTHLY UTILIZATION Click REPORT -13-

18 Printable breakdown of Minority and Women Business Enterprises by Construction Trade M/FBE Contract Goals and Up-to-date Actual Project Percentages -14-

19 Input Contract Number First Instructions on Page 2 NOTE FROM EEO/Compliance Officer(s): We would appreciate it if you could verify that the prime and their subs are in compliance with the EBO reporting provision BEFORE approving new estimates. Click REVIEW drop down arrows Click PAYMENTS Type Contract # Click FIND -15-

20 Make sure that the job is highlighted in bright blue then: Click EDIT Click + button To see if subs have been paid by primes Click DOWNLOAD to create data in an excel sheet -16-

21 TO PRINT OUT PROMPT PAYMENT REPORT Click REPORTS/FORMS drop down arrow Click PROMPT PAYMENT REPORT Click PRINT button then follow standard printing procedure -17-

22 EXTRAS TO CLOSE PROGRAM Click Upper right corner X INACTIVE POPUP AFTER LEAVING THE SCREEN INACTIVE FOR A PERIOD OF TIME This popup comes up: Click YES If in a timely manner you Click CONFIRM you will go right back to the program. If not in a timely manner you Click CONFIRM then this message will come up: If you Click IGNORE then EBO will timeout automatically -18-

23 MULTIPLE PAGES IF THERE ARE MORE THEN 1 PAGES on a screen then you will find Prev and Next buttons and Page #, in the lower left corner at the bottom of the list. CHANGE CONTRACT NUMBER Click RESET Type NEW CONTRACT # -19-

24 ADDITIONAL SEARCH OPTIONS (See Instructions on Page 2) PARTIAL NUMBER SEARCHES - Wild Card Searches Example1 Type 66% to find contract numbers that start with 66### Example2 Type %66 to find contract numbers that end with ###66 Example3 Type %66% to find contract numbers that contain ##66# within Search with no input for all results SEARCH WITHOUT CONTRACT NUMBER TYPE VENDOR NAME or other info -20-

25 CLICK FIND Make sure that the job you want is highlighted in bright blue then: CLICK EDIT -21-