Training Guide

CPPRT & FAST

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Our mission at Capital Projects Software, LLC is to develop web-based applications designed to meet the management, control and reporting needs of New York State school districts as they plan for and complete their capital projects.

CapProSoft™ Capital Project Planning & Re-porting Tool is invaluable for controlling your capital projects. The application is designed to track all project expenditures in the same man-ner that the State Education Department offi ces of Facilities Planning and State Aid require. In addition, by funneling all project information to the required SED forms including the Financial Revision form and the Final Building Project Report, CapProSoft™ gives you a clear picture of your project(s) at any stage.

CapProSoft™ System Requirements

HardwareIBM compatible Pentium IV or higher at 500 mghz with 32 mg ram

Operating SystemWindows 2000 or higher

Internet ConnectionsT1 preferred or DSL minimum

Internet BrowserMicrosoft Internet Explorer 6.02 or higher

District Information Needed

District Contact InformationDistrict Office AddressList of all facilities with

Addresses Phone numbers SED 4-digit facility control code

Contact InformationBusiness OfficialIT / Tech administrator

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CapProSoftCapProSoft™

Overview of Web PortalWeb AddressLogin & PasswordSecurity Levels and accessTabsAnnouncements or District NewsQuick Launch

ReportsPurpose of each report section

How to open reportsHow to navigate in reports (toggle preview, how to enlarge views, etc.)How to Archive reportsHow to print reports

Data EntryEnter District FacilitiesUsing District’s website: enter all facilities one by oneSet up new project:

Master Project Name (for grouping of projects)Create new project with Letter of Intent (how to Insert, Update and Delete record)Enter the Scope of Proposed Project formEnter the FP-FEnter a vendor (or several) into the vendor directory

Vendor is tied to SED expense code; picklists are being created and expanded as more information is entered).

Enter a contractEnter funding sources

Voter Authorized FundsFlows to FP-FIBreakout for multiple projects under single Master Project NameEdit of this recordGeneral FundsBondsBANS

Contracts/Payments by %:Use to allocated % of contracts and payments to vendors on multiple projects within the same Master Project Name.Contracts and payments made here apply globally unlike those made to specific projects.

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New Client Training Outline

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Enter a Payment:Payment Screen features

Certified payrollLiensSplit between New/Add and Alt/Recon

Enter a Change OrderNote all fields and reason for each

Insurance:Enter the district requirements as found in project specifications or as listed by district insurance carrierEnter submitted insurance from selected vendor. Use quick launch to AM Best to check status and rating of insurer. Run insurance report.

Procurement PolicyOpen and insert one policy. Run Change Order report to demonstrate flags.

New Client Training Outline

• Overview of Web Portal

• SED Forms & CapProSoft Reports

• Data Entry : CPPRT & FAST

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Customer assigned web address Login IdPassword

Overview of Web Portal

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Web Portal Home PageTabs for other pagesQuick Launch (customizable)Help Desk contact numberDistrict NewsUpcoming EventsDistrict Projects

Overview of Web Portal

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ReportsSED FormsCapProSoft™ ReportsArchived Reports

SED Forms & CapProSoftTM Reports

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Viewing ReportsSelect ReportSelect ProjectView Report

SED Forms & CapProSoftTM Reports

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Using ReportsNavigate in reports

Page forwardPage back

Adjust viewToggle previewPrinting Reports

SED Forms & CapProSoftTM Reports

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Data Entry Screen

Data Entry: CPPRT

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Enter District FacilitiesBuilding NameSED Control NumberAddress

Data Entry: CPPRT

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Master Project NameProject Letter of Intent

Data Entry: CPPRT

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Enter SED Form informationScope of Proposed ProjectApplication for Examination and Specification Approval (FP-F)

Data Entry: CPPRT

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Vendor DirectoryVendor InformationSED Expense CodeProject Assignment

Data Entry: CPPRT

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ContractsBy SED Project Number

Data Entry: CPPRT

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Funding SourcesVoter Authorized Funds (total for master project name)General FundsBondsBANS

Data Entry: CPPRT

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Contracts and Payments by % over multiple projects within the same Master Project Name

SetupContractsPayments

Contracts & Payments apply to all projects under Master Project Name

Data Entry: CPPRT

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PaymentsBy VendorContract or non-contractApplication for Payment RequestPurchase OrderProfessional Services

Data Entry: CPPRT

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Change OrdersArchitect approvalSEC Change Order NumberDistrict Approvals

Data Entry: CPPRT

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Final Building Project ReportSED project review numberProject Approval DateCertificate of substantial completionAuthorizations

Data Entry: CPPRT

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FP-F Contract AssignmentsEnter date for General ContractAssign all contracts desiredSynchronizes data on FP-FI and SA-139

Data Entry: CPPRT

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FAST Data EntryGeneral Building DataDetail Building DataComprehensive Building AssessmentBuilding Condition Survey InstrumentSchool Facility Report CardHistorical Enrollment

Data Entry: FAST

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FAST Data EntryGeneral Building Data

Data Entry: FAST

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FAST Data Entry

Detail Building DataCreate picklists for all facilitiesFloors & LevelsLocation TypesDepartmentsEquipment TypeSystem TypeTagsUnits

Data Entry: FAST

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FAST Data Entry

Comprehensive Building AssessmentEnter detailed building assessment recordsEnter five year plan information

Data Entry: FAST

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FAST Data Entry

Building Condition Survey InstrumentAssess all information from Comprehensive Building AssessmentComplete BCI Form

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Data Entry: FAST

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FAST Data Entry

School Facility Report CardComplete all information

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Data Entry: FAST

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FAST Data Entry

Historical Enrollment

Data Entry: FAST

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FAST Reports

See pages 9 and 10

Data Entry: FAST