1. Claim Tracking System

2. Why was the Claim Tracking System Built? Mandated by the 2002 Legislature Automated Monthly Summary Reports Track and Ensure Construction and Contractor Timeliness on Claims Enhanced Statistical Reporting for Construction Engineering Services Bureau Management Staff and Legislature Standardized MS Word Templates

3. Automated Monthly Summary Reports

4. Standardized MS Word Templates Construction Engineering Services Bureau –Response to Notice of Claim –Response to Certified Claim –Extension Request for Response to Certified Claim –Request to Schedule a Mediation Date –Decision from Mediation –Board of Contract Appeals Decision –Lessons Learned Contractor –Notice of Claim –Request for Mediation –Request for Appeal

5. Accessing the Claim Tracking System MDT Intranet - http://mdtinfo.mdt.state.mt.us/ http://mdtinfo.mdt.state.mt.us/ Access the Oracle Menu –Log on to Oracle Select TRNS*PORT Select Claim Tracking System Select Claim Data Entry and Query Form

6. Claim Data Entry Screen

7. Claim Data Entry Screen Features List of Values (LOV) –Project Number –Cntl No –EPM Name –Subcontractor –Claim Type –Subject of Claim Type –Bid Item Drop Down List –Claim Status –Proj Type –Board Apl Dec –Mediation Decision Date Calendar –EPM Dates Notice Response Received Cert Claim –DCE Dates Decision Submit Claim Package –CES Dates Received Request for Appeal Received Claim Package –Construction Engineer Dates Mediation Rqst Mediation Meet User Documentation –Available online Lessons Learned –Link to Lessons Learned documents via the comments

8. List of Values (LOV)

9. Drop Down List

10. Date Calendar

11. Establishing a Claim for a Project To record a claim for a project the user must first determine if the project already exists in the Claim Tracking System Existing Project –Query on the Project –Record a new claim on the existing Project New Project –Record the Project –Record a new claim Query on Project Project Exists Record Claim Yes No Record Project

12. Query on Project Click on Query Button Query Fields –Project Number –Control Number –Project Description Enter selection criteria Click on Execute Button

13. Required Fields for Establishing a Claim for a Project Project Information Claim Information –Claim Number – automatically generated –EPM Name –Claim Type –Claim Status –Project Type Dates –Dates will be required as claim progresses through business process –Date counter begins when date is entered

14. Optional but Recommended Fields for Claims Subcontractor Subject of Claim Type Bid Item Add Time Claim Amount Settled Time Settled Amount Comments

15. New Claim Established

16. Email Notification Links in email allow for easy access to application and standardized word templates

17. Date Logic and Status Notice of Claim Date –01/12/2007 Response to Notice of Claim –Due 14 days from Notice of Claim Date –Warning message will be sent on the 12th day –Overdue message will be sent 14th day

18. Claim Email History Screen Users can query and display Claim Email History Information

19. Claim Email History Report

20. Contractor Details Screen Users can query and display Contractor and associated Claim History

21. Contractor Details Report Page 1

22. Contractor Details Report Page 2

23. Contractor Details Report Page 3

24. Project Details Screen Users can query and display Project Detail Information

25. Project Details Report

26. Claim Query Screen Users can query and display Claim Information for Projects

27. Claim Query Report Page 1

28. Claim Query Report Page 2

29. Claim Query Report Last Page

30. Message Text Code Table Screen

31. Distribution Lists Code Table Screen

32. Claim Types Code Table Screen

33. Board of Contract Appeals Meeting Dates Code Table

34. Subject of Claim Types Code Table Screen

35. Conclusion Training –CES Reviewers in March Production Rollout in April Integration with SiteManager –Claim Documents may attached to Contract in SiteManager as a PDF document