HomeMy Public PortalAboutElectronic WF Reporting Manual - Construction - July 1, 2016_0 (2)Metropolitan St. Louis Sewer District
Electronic Workforce Reporting Manual
Construction Contracts
Revision Date: July 1, 2016
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TABLE OF CONTENTS
Logging into MSD Diversity Reporting for the First Time .....................................................................................3
Review of the “Workforce Report Management” Page ...........................................................................................4
Submitting “No Activity” Workforce Reports ........................................................................................................6
Submitting a Workforce Report for the Prime Contractor and M/WBE Subcontractor(s) ......................................8
Submitting a Workforce Report for Non-M/WBE Subcontractor(s) .....................................................................11
Running Workforce Reports (Monthly, Date Range, and Cumulative) ................................................................12
Additional Notes ....................................................................................................................................................15
3
Logging into MSD Diversity Reporting (Workforce) for the First Time
Your Username and Password will be supplied to you by MSD Diversity. If you do not have a Username
and Password, or to request an additional Username and Password, please contact Katlynn Woodruff at
kwoodruff@stlmsd.com.
Go to www.msddiversityreporting.com.
Enter your E-mail ID and Password, and then click the “Login” button.
You will then be directed to the Dashboard for your company. The Dashboard will provide a “quick
view” of your workforce contract information. MSD will update the Dashboard view to best fit
contractor needs.
Please note the Change Password tab above. Please click this tab to update your user password. To
request additional User IDs, please contact Katlynn Woodruff at kwoodruff@stlmsd.com.
4
Review of the “Workforce Report Management” Page
On the Workforce Report Management page, the user is able to search, add, edit, and delete Monthly
Workforce Utilization Reports. An overview of this page is as follows.
From the Dashboard, hover the mouse over the Workforce Utilization tab and click the Construction
link. This link will lead to the Workforce Utilization Report Management page.
If any workforce reports have been submitted by your company, those reports will be listed on this page.
You may sort those reports using the column headings – Vendor No., Contract No., Month, or Year.
The action icons, circled in black (above) are as follows:
o Paperclip: This workforce report has an attachment. The user may click on the paperclip icon
to view the attachment.
o Trashcan: The user may click on the trashcan icon to delete a “draft workforce” report.
o Magnifying Glass: Once a workforce report has been submitted, the report may no longer be
changed or deleted, but the workforce report may be viewed by clicking the magnifying glass
icon.
o Pencil: Workforce Reports may be saved as a draft where the user may return to the report to
make any changes before submitting the report. Draft Workforce Reports may be identified by
the pencil icon. Clicking the pencil icon will allow the user to re-enter the workforce report
form to make changes and then submit the completed report.
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The buttons, circled in black (below), are as follows:
Refresh: Clicking this button will refresh the Workforce Reports to their pre-configured sorting
method.
Download: Clicking the download button will allow the user to export the specified workforce report
information into an Excel Spreadsheet.
Search: Clicking this button will allow the user to search for Workforce Reports based on desired
criteria.
NDTR (No Date to Report): Clicking this button will lead the user to the “No Activity Reporting”
screen where the user may submit “no activity reports” for contractors that were inactive (No “Boots on
the Ground”) during the reporting period.
Add+: Clicking this button will lead the user to the Monthly Workforce Reporting form where the user
may enter Workforce Reports for contractors that were active (“Boots on the Ground”) during the
reporting period.
6
Submitting “No Activity” Workforce Reports
Monthly Workforce Reports must be submitted for every contractor (Prime and Subcontractors) who
perform work on the project even if there are no workforce hours to report for one or more contractors.
MSD’s Electronic Workforce Reporting Tool allows all “No Activity” Workforce Reports to be
submitted with a single upload.
From the Dashboard, hover the mouse over the Workforce Utilization tab and click the Construction
link. This link will lead to the Workforce Utilization Report Management page.
Click the NDTR (No Data to Report) button. This will lead the user to the No Activity Reporting
Form.
**Please continue to next page.
7
To submit the “No Activity Report” for one or more contractors, the user will perform the following
steps:
1. Enter the Contract Number from the dropdown list.
2. Enter the Month and Year to identify the reporting period.
3. Place a check in the No Data to Report column for all contractors that were inactive during the
reporting period.
Please Note: The Prime Contractor and all M/WBE Subcontractors will be identified by
name. In the example below, Example Company is the Prime Contractor’s name and
Riley Ready Mix is the MBE Subcontractor’s name. Since MSD does not currently
collect Non-M/WBE subcontractor company information, all Non-M/WBE
subcontractors will be included under the Non-M/WBE Sub(s) Vendor.
If there were no Non-M/WBE Subcontractors active during the reporting period, place a
checkmark in the No Data to Report column.
If there were 1 or more Non-M/WBE Subcontractors active during the reporting period,
do not place a checkmark in the No Data to Report column.
4. After verifying all data entered, click the Submit button to submit separate “No Activity
Reports” for each selected vendor. The user will not be able to change or delete these reports.
Upon clicking submit, a pop-up box will appear stating that the reports were submitted successful.
Simply click the ok button to acknowledge.
The user will then be re-directed to the Workforce Report Management page. You may utilize the
search tool to verify that the desired “No Activity Reports” were submitted (as seen below).
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Submitting a Workforce Report for the Prime Contractor and M/WBE
Subcontractor(s)
Since MSD has the Prime Contractor and M/WBE Subcontractor(s) company information on file, the
user will submit Monthly Workforce Reports for the Prime Vendor Profile and individual M/WBE
Subcontractor Vendor Profiles.
From the Dashboard, hover the mouse over the Workforce Utilization tab and click the Construction
link. This link will lead to the Workforce Utilization Report Management page.
Click the Add+ button. This will lead the user to the Monthly Workforce Utilization Form.
In the form header, select the Contract Number, Vendor, Reporting Period Month, and Reporting Period
year from the drop down lists.
Click the Check For Duplication button to ensure that a workforce report for this contract, vendor, and
reporting period has not already been submitted.
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Once the system has verified that this report is not a duplicate, the form will expand so that the user may
enter the workforce hours.
At this time, you may click the No Data to Report button if there are no hours to report for the vendor
during that reporting period. You do not have to complete this step if you already submitted the “No
Activity Reports” as detailed on page 6 & 7 of this manual.
If this is the final Workforce Report for this contract, please ensure that the Final checkbox is marked
for the Prime Contractor’s Workforce Report.
Please attach all Good Faith Effort documentation and Certified Payroll copies (Building Construction
and Non-Building Construction contracts only) to the report via the Choose File button. All documents
must be uploaded as one file.
o All Federally Funded contract holders will continue to submit certified payroll copies directly
to the MSD Engineering Department.
o Please Note: Attachments will not be saved if the form is saved as a draft via the Add/Update
button. Attachments will only be saved when the form is submitted and locked via the Submit
button.
Enter the hours by Trade, Classification, Ethnicity, and Gender. As you enter hours, the % Minority
and % Women for that Trade will automatically calculate.
o Please Note: There are over 20 Trade Classifications listed on the Monthly Workforce
Utilization Form. Please notify Katlynn Woodruff if any additional Trade Classifications are
required.
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Once all hours have been entered, scroll to the bottom of the form.
The user may enter any necessary comments in the Comments text box.
To save the form as a “draft,” click the Add/Update button. Please remember to submit and lock all
draft reports by the 10th of each month for the previous month’s reporting.
To submit and lock the form, click the Submit button. Once a form has been submitted, the user may
not change or delete the form. If the user needs to alter a submitted form, please contact the MSD
Diversity Department.
Once you have entered all Monthly Workforce Utilization Reports for the Prime and/or M/WBE
Subcontractor(s), you may enter the report for any Non-M/WBE Subcontractors, if 1 or more Non-
M/WBE Subcontractors performed work within the reporting period. Please see the “Submitting a
Workforce Report for Non-M/WBE Subcontractor(s)” section of this manual for instructions.
If you have submitted all Monthly Workforce Utilization Reports for the given period, your monthly
workforce reporting is complete. You may run various reports, as detailed in this manual, to assist in the
tracking and management of your workforce participation.
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Submitting a Workforce Report for Non-M/WBE Subcontractor(s)
If one or more Non-M/WBE Subcontractors were active during the reporting period, a Monthly
Workforce Utilization Report must be submitted for the Subcontractor(s). These workforce hours will
be combined and submitted under the “Non-M/WBE Sub(s)” Vendor listed on the Monthly Workforce
Utilization Form. Instructions for these submissions are as follows:
Follow the same instructions listed in the “Submitting a Workforce Report for the Prime Contractor and
M/WBE Subcontractor(s)” section.
When selecting the contractor, select the “Non-M/WBE Sub(s)” option.
When entering the “hours worked” information, enter the combined hours for all Non-M/WBE
Subcontractors by Trade, Classification, Ethnicity, and Gender.
Before submitting the form, enter the names of the Non-M/WBE Subcontractor(s) in the comments
section.
o If this contract is a Non-Building or Building Construction contract, please remember to attach
all certified payroll copies for Non-M/WBE Subcontractors included on this report. For all
Federally Funded contracts, certified payrolls should be submitted directly to the MSD
Engineering Department.
Once the report is complete – hours entered, comments entered, certified payrolls attached (Building and
Non-Building contracts only) – submit the report via the Submit button.
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Running Workforce Reports (Monthly, Date Range, and Cumulative)
Users may run various workforce reports to aid in the tracking and management of workforce
participation of MSD contracts.
From the Dashboard, hover the mouse over the Reports tab and click the Workforce Utilization link.
This link will lead to the Workforce Utilization Reports page.
On the Workforce Utilization Reports page, the user will have various report options to choose from.
Details for each report are provided below.
Workforce Utilization Submitted Report
o This report lists the contracts that have Monthly Workforce Utilization Reports submitted within
the specified reporting period (month). The criteria for this report are below.
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Workforce Utilization Not Submitted Report
o This report lists the contracts that do not have Monthly Workforce Utilization Reports submitted
within the specified reporting period. The criteria for this report are below
Workforce Utilization Report (257) for Construction – Monthly
o This report displays the monthly workforce participation for a specified contract, vendor
(contractor), and reporting period (month). The criteria for this report are below.
Workforce Utilization Report (257) for Construction – Monthly All
o This report displays the monthly workforce participation for all vendors (contractors) with
workforce reports submitted within a specified reporting period (month). The criteria for this
report are below.
Workforce Utilization Report (257) for Construction – Cumulative for Date Range
o This report displays the workforce participation for a specified contract and vendor (contractor)
within a specified date range. The criteria for this report are below.
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Workforce Utilization Report (257) for Construction – Cumulative for Date Range All
o This report displays the workforce participation for a specified contract for all vendors
(contractors) with workforce reports submitted within a specified date range. The criteria for this
report are below.
Workforce Utilization Report (257) for Construction – Cumulative
o This report displays the cumulative workforce participation for a specified contract and vendor
(contractor). The criteria for this report are below.
Workforce Utilization Report (257) for Construction – Cumulative All
o This report displays the cumulative workforce participation for a specified contract. The report
will provide an individual cumulative workforce report for each contractor and then the
cumulative workforce report for the contract as a whole on the last page. The criteria for this
report are below.
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Additional Notes
The web address for MSD Electronic Workforce Reporting is www.msddiversityreporting.com.
This reporting system can be accessed from any computer that has internet connection.
This manual will be updated as necessary, and the new version will be posted directly to MSD
Diversity’s web page. If a user locates any errors within this manual or has any enhancement
suggestions, please notify Katlynn Woodruff.
For all Building and Non-Building contracts, please attached all certified payroll copies to the individual
workforce reports. For example, Prime Contractor certified payroll copies should be attached to the
Prime Contractor monthly workforce Report and all Non-MWBE subcontractors’ certified payroll
copies should be attached to the Non-MWBE Sub(s) monthly workforce report.
For all Federally Funded contracts, please submit certified payroll copies directly to the MSD
Engineering Department.
Please attach Good Faith Effort documentation with workforce reports, as needed. Remember, only one
file may be uploaded to a workforce report; therefore, Good Faith Effort documentation and certified
payroll copies will need to be combined into one file for Building and Non-Building contracts.
MSD will audit workforce report submissions beginning on the 11th of each month to ensure all
reporting is up-to-date.
Please direct all questions to Katlynn Woodruff via email (kwoodruff@stlmsd.com) or via
telephone (314-768-6216).