Owner walkthrough
How to walk Civic Fundworks
Not a bid board. Government publishes. The next eligible party acts. Staff awards the contractor. The homeowner picks the loan. Sign out between seats. Password for every demo account is demo1234.
Need a file? Use the browser Print dialog and Save as PDF.
Start here. Sign in as government.
Open this portal. Sign in as renee. Click New job. There are two machines on that page. Pick one. Do not mix them.
Bottom form
Grant · homeowners
Owner-occupied repair money. After you publish, sign in as maria.
Top form
Direct procurement · primes
Civic GENERAL work. After you publish, sign in as owen.
You only see the turn that is yours. Empty screen means the wrong seat, or it is not your turn yet. Geography is county FIPS 12099, not the words Palm Beach County.
Grant path
Staff awards the SBE. The homeowner never shops contractors.
- 1
Sign in as
renee· GovernmentSign in as staff
Sign in → Home
Inbox and applications. You originate both machines from here.
- 2
Sign in as
renee· GovernmentPublish a grant
New job → bottom form → Publish program
Owner-occupied home-repair program goes live. Homeowners apply if FIPS and occupancy match.
- 3
Sign in as
maria· HomeownerBecome the house
Sign out → sign in as maria
Maria is Delray Beach, owner-occupied, county FIPS 12099. Wrong county is not eligible.
- 4
Sign in as
maria· HomeownerApply to the grant
Programs → Apply (trade, scope, amount)
The application lands in staff queue. Maria does not pick a contractor.
- 5
Sign in as
renee· GovernmentRecord the grant outcome
Home → Applications → Record outcome Awarded
Creates a job file. SBEs are not notified yet. You land on the packet screen.
- 6
Sign in as
renee· GovernmentSend the job to SBEs
Set walkthrough, bid deadline, optional docs → Send to SBE
Matching SBEs get notified with scope, home address, walkthrough, and bid deadline.
- 7
Sign in as
ana· SBE contractorMatching SBE bids sealed
Home → Opportunities → Submit sealed bid
Ana (roofing SBE) sees a roofing job. Amounts stay hidden until staff opens them.
- 8
Sign in as
joe· SBE plumberProve matching works
Sign in as joe → Home → Opportunities
Joe should not see the roof. Trade gate failed. That is the product.
- 9
Sign in as
renee· GovernmentOpen bids and award the firm
Opportunity → Open bids → Award (note required)
Staff picks the contractor. Award rationale stays on the file.
- 10
Sign in as
ana· SBE contractorDo the work
Job file → Start work → Mark complete
Homeowner is notified. The grant path is done.
Procurement path
Primes bid civic work. After award they open SBE packages under them.
- 1
Sign in as
renee· GovernmentSign in as staff
Sign in → Home → New job
Same seat as the grant. Use the top form this time.
- 2
Sign in as
renee· GovernmentPublish a civic procurement
Top form → Publish to matching primes
Who may bid: primes. Trade GENERAL. Ana and Joe should not see this job.
- 3
Sign in as
owen· PrimePrime bids the civic job
Sign out → owen → Opportunities → Submit sealed bid
Owen (Atlantic General) is the next eligible party.
- 4
Sign in as
renee· GovernmentAward the prime
Opportunity → Open bids → Award Owen
Civic contract is now Owen's. He can start work and cut packages.
- 5
Sign in as
owen· PrimeOpen SBE packages under the prime
Awarded work → job file → Publish SBE package
New sealed window for matching SBEs. Not a group text.
- 6
Sign in as
ana· SBE contractorSBE bids the package
ana → Opportunities → sealed bid
Only if trade, certs, size, radius, and public-work flag match.
- 7
Sign in as
renee· GovernmentAward the SBE package
Open that opportunity → Open bids → Award
Staff still awards the sub. The prime does not crowd-pick from a directory.
Unfunded path
Only after Eligible, not funded plus homeowner consent. No name, no street, until a term sheet is accepted.
- 1
Sign in as
renee· GovernmentEligible, not funded
Application → outcome Eligible, not funded
Grant did not pay. No contractor window yet. Lenders stay locked.
- 2
Sign in as
maria· HomeownerConsent to lenders
Open application → Share with lenders
Lead is city, trade, and amount. Name and street stay off.
- 3
Sign in as
nina· LenderSend a term sheet
Home → Financing leads → Submit term sheet
Only if county FIPS, loan size, and HOME_REPAIR product match Nina's book.
- 4
Sign in as
maria· HomeownerPick the loan
Accept this term sheet
Maria chooses the lender. That mints a privately financed SBE job.
- 5
Sign in as
ana· SBE contractorSBEs bid the financed job
Opportunities → sealed bid
Same matching and sealed rules as a grant award.
- 6
Sign in as
renee· GovernmentStaff awards the firm
Open bids → Award
Two different decisions: homeowner picked the loan. Staff picked the contractor.
Who is allowed to see the job
If a feed is empty, a gate failed. That is correct.
| Gate | Grant / financed SBE | Civic procurement | SBE package under a prime |
|---|---|---|---|
| Who may bid | SBE pool | Primes | SBE pool |
| Must match | Trade + SBE cert + residential | GENERAL + can prime + public work | Trade + SBE + public work |
| Demo who sees it | ana (roof). joe does not. | owen. ana and joe do not. | ana if the package is roofing |
| Staff does | Open bids, award SBE | Open bids, award prime | Open bids, award SBE |
| Homeowner does | Apply. Never pick the firm. | Nothing — not her house. | Nothing |
Demo seats
Password demo1234 for every account.
| Username | Seat | Use them to |
|---|---|---|
renee | Government · Palm Beach County | New job, decide grants, unseal, award |
maria | Homeowner · Delray · 12099 | Apply. Consent. Pick the loan |
owen | Prime · Atlantic General | Bid civic GENERAL. Publish SBE packages |
ana | SBE roofer · ABC Roofing | Bid matching residential / packages |
joe | SBE plumber | Control: should not see roofing |
nina | Lender · Coastal | Term sheets on consented unfunded files |