Payment and Performance Bonds

Description

The Payment and Performance Bonds screen allows users to view and access Payment and Performance bonds for multiple projects or for a single project based on how the screen is accessed.

The Payment and Performance Bonds list can be accessed by Producers via the “Bonds” option under Surety Services on the navigation bar or from the Pending Bonds link on the Contractor Information home page. When accessed in this way, the list displays all bonds (except those in Draft status) for all projects. Contractor users may access the bonds of multiple projects for which they are the prime, joint venture, or apparent low bidder by using the Pending Bonds link on the Contractor Information home page. The list of bonds for a given project may be accessed by the Contractor from a link on the Contractor Information page or from the Go links of the My Projects page. Authorized PENNDOT users may access the list of pending bonds for all projects by using the link on the Contract Awards home page. Bonds for a specific project may be accessed by PENNDOT users using the Go link on the Construction Project Information, Projects search results, or My Projects.

The screen is categorized by Bond Type, with Payment Bonds listed first grouped by Bond Status and sorted by Project Number (when multiple projects are shown) or by grouped by Bond Status and sorted Bond Agency Name (when only one project is shown). Except when it is accessed from the Surety link on the Contract screen, the list is filtered based on the user ID such that users may not see any bonds that are in an earlier review status than their user group. For example, BOD CMD users can see bonds in BOD CMD Review, Accepted or Released status, but they may not see bonds in Draft or Producer Review status.

Fields

Field Name	State	Description
Project	Link	The unique identifier for the project within ECMS. If the Payment and Performance Bonds screen displays non-project specific information, the project number provides a link as follows: PENNDOT Users – Refreshes the Payment and Performance Bonds screen for the specified project Contractors – Redirects user to the Contractor Project page for the specified project Producers – Redirects user to the Construction Project Information screen If the Payment and Performance Bonds screen displays project-specific information, the Project Number appears in the header field and provides a navigation tool. The user may type a different project number and click the GO button to refresh the list of bonds for the entered project number.
Short Description	Display Only	This field is only displayed when the screen shows bonds for a specific project. It provides a brief description of the project.
District	Display Only	This field is only displayed when the screen shows bonds for a specific project. It shows the primary District where the construction project is located.
Municipality	Display Only	This field is only displayed when the screen shows bonds for a specific project. It shows the primary Municipality where the construction project is located.
County	Display Only	This field is only displayed when the screen shows bonds for a specific project. It shows the County where the construction project is located.
Organization Code	Display Only	This field is only displayed when the screen shows bonds for a specific project. It shows the organization code of the District responsible for administering the project.
SR/Section/Group ID	Display Only	These fields are only displayed when the screen shows bonds for a specific project. These fields show the State Route, Section, and Group ID associated with the project.
Bond Status	Category Heading	The category heading shows the status of the bonds beneath it. Categories may be collapsed (to hide the bond links) or expanded to show the bond links by clicking the twistie in front of the category name. Note: Unless the list of Payment and Performance Bonds is accessed from the Surety link on the Contract, users may not see links to bonds that are in an earlier review status than the user’s. For example, if a PENNDOT user accesses this list from the link on the Contract Awards home page, they will not see any bonds that are in Draft or Producer Review status. However, if the same PENNDOT user accesses the screen from the Surety link on the Contract, they will see all bonds for the project, regardless of the bond status.
Bond Agency Name	Display Only	The business partner name of the Bond Agency listed on the bond.
Surety Company Name	Display Only	The business partner name of the Surety Company listed on the bond.
Bond Amount	Link	The amount of the bond. This field provides a hyperlink to the Performance or Payment Bond detail screen.

Actions

Action	Description
? (icon)	When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon)	When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Project Number (link)	This link operates differently, based on whether the screen is displaying non-project specific or project-specific bonds, as well as on the specific type of user. See the description under the “Fields” section above.
Bond Amount (link)	When the user clicks this link, they are taken to the Performance Bond or Payment Bond screen.
Back (button)	When the user clicks this button, they are returned to the previous screen in the browser history.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:54:38 AM