Contract Management: Closeout Tab

Step 1:
 Log in to DMS.
Step 2:
 Locate desired contract and navigate to Contract Management page.
Step 3:
 Click the Closeout tab.
Step 4:
 Check if there is a goal shortfall indicated by the For Credit Progress bar.
(click in image to see full-size image)
Step 5:
Check if each commitment was met. See
Contracted Percent
vs
Actual Percent
below. See next subsection if there is Unpaid Retainage.
(click in image to see full-size image)
Step 6:
If race-conscious commitments were not met, obtain explanation from the prime contractor. Verify the explanation and determine if it is justifiable.
Some of the justifiable reasons for the shortfall may include:
  • Change orders during the course of the project.
  • Terminations / substitutions during the course of the project.
  • The contractor was unable to meet the DBE goal prior to contract execution and provided sufficient good faith effort documentation to the Civil Rights Division.
Step 7:
Document reasons for goal shortfall in the project file.
Step 8:
Close the Contract. Enter the close date and any comments about a possible goal shortfall. Click the
Close Out Contract
button
(click in image to see full-size image)