E-builder Training

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E0

E-builder Training

Today we will focus on Processes

non-cost processes / cost processes

Workflow – one indiv path to next
how to start a process?
invoice process v4 – work flow process showing diagram

works with any browser. web based. there is also app.
doesnt have to be IE.

http://www.e-builder.net

Tech Support – they are helpful for how do i do ~~

home / top tool bars
dashboard/projects/planning/forms/process/documents/calendar/biddin
g/cost/schedule/reports/setup…

search bar.
like/dislike
? (top right) – help on whatever screen i am
guide me (top left) – automated guiding
Quick Start section – Quick start with previously done works
Recent Pages…

went over home screen…

NYCHA
PCM -> E-BUILDER

PH I – SANDY PROJECTS
PH II – ALL NYCHA PROJECTS

Cost related processes

daily – Daily Log
INV – Invoice Process
MPR – Monthly Progress Report
NCR – Non-Compliance Report
PERM – Permit Tracker
PCO – Potential Change Order
RFI – Request for Info
REP – Res. Employment Program
SAFE – Safety
SECT3 – Section 3
SPIN – Special Inspection

E1

Process Review
SECTION 3
REP

E2

REP PROCESS
1. start a project
2. Documents for ~~
shows folder structures
left side -> project menu – stuffs inside the project / stay in the project
top tab -> more general stuffs
3. Processes button (left)
upper – filter section
bottom – data
Invoice Processes – draft and open
In step since – date started
4. Start Process button (top right) or Start Selected Process Type
5. Window -> Select
6. REP selected -> pop up window
* -> REQUIRED FIELD
7. Choose dvlp
8. Select Commitment
9. Fill up info
10. List of NYCHA residents employed -> add new item for list of
nycha residents employed fill up info and Add Button
11. Download Template / Import button
12. 6 fields at lower
13. Submit

E3

E4

E6

SECTION 3 PROCESS
1. Select Commitment
2. Section 3 Employees / Non-Section 3 Employees
3. …similar to REP

E5

INVOICES PROCESS

E7

E8
1. Yes, add a commitment invoice (if no, nothing to do with contract)
2. Fill in info
3. invoice number to be 5 digits ex. 22 -> 00022
4. Retype commitment number
5. fill in invoice amount
6. Attach documents tab – sect 3 & rep
7. Attach documents …
8. Destination folder
9. 4.0 Design -> 4.03.05 invoices
10. ready to submit -> submit

we can have multiple invoices simultaneously.
when do we start?
everything uploaded 2 weeks ago.
To see previous invoices.

files still uploading to the server. not completed yet.

PCO PROCESS

E9
1. Start Process
2. PCO
initiator approval -> submit -> pco hold step
once change order is approved, pco is approved?
3. Fill in info
4. Reason Code: Design Change
5. please do not enter anything into commitment change custom fields
or commitment change items sections
6. info should be very specific.
7. submit

E10

When will Shop drawings be on E-builder?
How shop drawings process works and stuffs.
There will be additional training…
Training for construction process will come later.

About HPD from NYC gov

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About HPD

Established in 1978, the New York City Department of Housing Preservation and Development (HPD) is the largest municipal housing preservation and development agency in the nation. The agency’s mission is to promote the construction and preservation of affordable, high quality housing for low- and moderate-income families in thriving and diverse neighborhoods in every borough by enforcing housing quality standards, financing affordable housing development and preservation, and ensuring sound management of the City’s affordable housing stock.

HPD is responsible for carrying out Housing New York: A Five-Borough Ten-Year Plan, Mayor Bill de Blasio’s initiative to build or preserve 200,000 affordable housing units and to help both tenants and landlords preserve the quality and affordability of their homes. HPD is leading the Mayor’s charge, in partnership with over 13 sister agencies, advocates, developers, tenants, community organizations, elected officials, and financial institutions.

HPD Preserves Affordable Housing and Protects Tenants

Financial Assistance and Tax Incentives
HPD administers loan and tax incentives to help building owners rehabilitate their properties and preserve housing quality. In exchange for financial assistance, property owners are required to maintain rents at levels that are affordable for existing tenants, as well as to limit rent increases, for approximately 30 years.

Enforcement Measures
HPD’s Code Enforcement unit responds to resident complaints and referrals to identify and remediate problems with the quality or safety of buildings. If the unit finds housing code violations that are not corrected, or if there are repeated violations, HPD can take a number of actions depending upon the severity of the issue.

Partnerships
HPD’s Division of Community Partnerships works with neighborhood organizations, elected officials, and community development corporations to learn about the needs of residents and property owners, and to ensure that HPD’s tools are effectively addressing those needs. The Division also conducts education and outreach events in neighborhoods so tenants are aware of their rights and owners understand their responsibilities and options for maintaining affordability.

HPD Develops New Affordable Housing

HPD works with affordable housing developers to use City, State, and Federal subsidies to finance the creation of thousands of affordable units every year. This includes single and multi-family housing, senior housing, and supportive housing for formerly homeless and disabled individuals.

  • For privately owned sites, developers can apply for the City’s low-interest loans, tax credits, and other incentives in exchange for building affordable housing.
  • The City also awards publicly owned land to private developers through competitive Request for Proposals (RFP) processes, which are evaluated based on a variety of factors, including affordability levels.

HPD Engages Neighborhoods in Planning

HPD’s new Office of Neighborhood Strategies is working with communities to ensure that new housing is coordinated with other essential services and infrastructure to foster more equitable, diverse, and livable neighborhoods. By understanding a community’s goals, concerns, aspirations, values, priorities, and vision for a neighborhood, HPD can more effectively engage with people to refine existing tools and/or develop new tools to meet community objectives.

 

https://www1.nyc.gov/site/hpd/about/about-us.page