FTP Certification for Prime Contractors

The Prime Contract that wants to file transfer their bills and those of their subcontractors need to have FTP Certification - a one time testing process per company. However EVERY contract needs to be tied to this FTP account after the contract is awarded.

This are the basic steps:

Contractor fills in the CEM-4905 Form and check the FTP option at the top of the second page.
Caltrans sees that they are requesting the FTP option and figures out if they have an FTP Account.
If the Contractor already has an FTP account then the new contract is added to their account by the District Administrator or EWB HQ
If not, Caltrans setup a FTP account for the Contractor to be Certified. EWB HQ produces an FTP account name for the Contractor and informs the Contractor of this account name and instructs them to proceed with the FTP Certification Testing - essentially submitting a good bill and a bad bill then a fixed bad bill after reading the error log produced.
When they pass this certification testing, EWB HQ issues out login credentials congratulating them on passing.
Contractor sets up their system with these credentials and can now submit bills via FTP.

A more detailed step by step of items 2b, 2c, and 3 for the Contractor would be something like this that EW Support is happy to help because this is a ONE TIME process:

Open up the Billing Worksheet to the Prime Contractor job that you are testing with
Setup your FTP Account information in the Owner and Job Level with the assigned FTP Account Name
Enter a good bill (0.1) and a bad bill (0.2) - Bills less that 1.0 allows for the errors needed for the test.
Click on the White Envelope button down arrow and pick the first option to FTP
Select just those two bills and walk thru the steps to sending them
EW HQ will contact you to check the Error Log
Go to the White Envelope button again and click the down arrow and pick the second option to Manage FTP Files
Highlight the Error Log .txt file and click on View
Go back to the Billing Worksheet for this job and find that bad bill and fix the issues itemized
Resend the fixed bill in
If all went well EW HQ will email a congrats email – forward that to us
We will cleanup and set up your system with this information
That's it you are now ready to file transfer!

Keep Password empty and file transfer is automatically in FTP Test Mode with the correct Log In Credentials to the Caltrans Test Area.