Overview

This QRG is for eMMA users with the ability to create Intake Requests, called “Intake Requesters” in eMMA. Currently, this option is restricted to Procurement Officers within DGS. Intake Requesters can now initiate intake requests, guided by eMMA's intelligent AI assistant, for both IT and non-IT procurement needs in the eMaryland Marketplace Advantage (eMMA).

PRG Goal Setting Requests are created in eMMA via an Intake Request with the "Sourcing Request" Intake Type.

When an approved intake request is determined to have an estimated value above $100,000 and PRG goals are required, a PRG request will be automatically generated based on the information from the original intake request.

IMPORTANT

• The PRG tool is for market research purposes only. This does not replace the DoSEM-approved goal-setting policy or methodology
• Depending on your role in eMMA, your screen may vary slightly from the images shown in this QRG.
• For best results, use the Google Chrome browser to access eMMA.
• If you need help at any time, please reach out to the eMMA helpdesk at emma.helpdesk@maryland.gov.

Step-by-Step Instructions

This QRG uses diagrams with specific callouts to show required and optional fields in forms. A yellow callout with a red border indicates a required field, while yellow callouts with a black border indicate optional fields. Letters within the callouts correspond to the explanations below the diagram. This section of the QRG explains how to submit a PRG request created based on an intake request that you oversaw in eMMA.

1. Access eMMA at https://emma.maryland.gov and log in with your credentials.
   
   NOTE: Depending on your agency, you may only need to click the State SSO Login (Secure Auth) button or the MDOT SSO Login (MSAzure) button and log in with your credentials.
   
   
2. When you are assigned a PRG request for an intake request that you oversaw, you will receive an email notification with a link directly to the PRG request in eMMA. Additionally, you can access the PRG request by navigating to the Intake tab at the top of the Main Menu Navigation Bar and selecting Browse Intake Request.
   
   

Submit a PRG Request Based on an Existing Intake Request in eMMA

First, an intake request with the Intake Type "Sourcing Request" must be submitted. Refer to the QRG titled "Submit and Browse Intake Requests in eMMA (Enhancement)" for instructions on submitting this request type. If the associated department is under DGS and the value of the request is equal to or greater than $100,000, a new intake request for PRG goal setting will be created.

1. Review the auto-populated information and complete the blank fields under the Request Information section. Note: mandatory fields are marked with a red asterisk (*).
   
   1. Intake ID: Unique ID number assigned to the request. Automatically generated by eMMA and uneditable.
   2. Intake Type: The category for the request (e.g. PRG Goal Setting).
   3. Status: The workflow status of the request. Auto-generated by eMMA.
   4. Request Type*: The category for the goods or services requested.
   5. Intake Work Category: The work category for the request (e.g. CSE).
   6. Title*: The label for the request. Should be a brief description of the contents.
   7. Intake Description*: A detailed description of the request.
   8. Requester Name*: The name of the creator for the request. Auto-populated, but this can be updated if the request is created on behalf of someone else.
   9. Agency*: The agency that is making the request.
   10. Department*: The team within the agency that is making the request. With a standalone request, this field will not be editable until after the user clicks the Save button.
2. Under Intake Details complete the Market Assessment Parameters.
   
   1. Industry Category*: The category that the goods/services fall under according to the list of industry categories.
   2. Place(s) of Performance*: The geographic areas receiving the goods or where services will be performed.
   3. Commodity*: The commodity codes associated with the goods or services within the UNSPSC codification system.
   4. NAICS Code*: The codes associated with the goods or services according to the NAICS codification system.
3. Complete the Estimations section.
   
   1. Estimated Amount*: The total amount of the request.
   2. Subcontractable Amount: The portion of the estimated amount that can be subcontracted, if limits apply.
4. Click Save.
5. Under the Small Business Reserve Program, complete the fields. Note: there will be research done prior to completing this section to assess the number of businesses that are certified small businesses and that can be listed under this intake request.
   
   1. Number of Certified Small Businesses: This field indicates the number of certified small businesses that can be considered for this request.
   2. SBR Exemption Reason: This field is only needed if this request requires an exemption/waiver (i.e. preferred providers, lack of certified small businesses, etc.). 
   3. Documentation* : This field will appear after entering the number of certified small businesses. This is where the research on the number of certified businesses, the exemption waiver, or any other supporting documentation can be uploaded.
6. Click the Assess SBR Feasibility button.
7. The SBR Designation and SBP Designation fields will automatically populate. If needed, the value in the SBP Designation field can be edited.
   
8. Click Run Market Assessment under the Subcontractor Utilization Goals section. eMMA will automatically generate utilization goals in a table within this section .
   
9. A separate window for the eMMA AI will appear. This window can be minimized to complete the next steps.
10. Review each goal by clicking the Pencil icon next to it. The AI generated assessment and recommendation will appear under the Market-Assessment-Generated Goals section. These fields are not editable, but provide supporting information in order to determine the Selected Utilization Goals %.
    
    1. Program: The relevant diversity program (e.g. "MBE")
    2. Diversity Subcategory: The applicable subcategory for the program (e.g. African American under the MBE program).
    3. Availability-Weighted Goal:  This recommendation is based on Supplier readiness within available market data.
    4. Historically-Weighted Goal: This recommendation is based on historical eMMA data.
    5. Balanced Goal: This recommendation looks at the Availability-weighted, Historically-weighted, and the Geographically-weighted goals to create a balance of all 3.
    6. Geographically-Weighted Goal: This recommendation is based on the Supplier concentration in a specific geographic market.
    7. Market Assessment Rationale: Provides a full explanation of how eMMA AI came to created the various goals.
11. Complete the Chosen Goal section.
    
    1. Selected Utilization Goal %*: This is the final percentage of the total estimated amount that must be allocated towards this line item or diversity category.
    2. Supporting Factors (check all that apply): The influencing factors when making the determination for the final utilization goal.
    3. Explanation for selected utilization goal*: A thorough justification for the final utilization goal.
12. Click Save and Close.
13. Complete steps 11-12 for each goal within the table.
    • To delete a recommended goal, click the Trashcan icon next to it.
    • To manually add a goal, click +Manually Add Utilization Goal and complete the mandatory fields in the pop-up window.

      

      1. Program*: The high-level program associated with the goal (e.g. MBE).
      2. Diversity Subcategory: The applicable subcategory for the program (e.g. African American under the MBE program).
      3. Utilization Goal %* : The percentage of the total estimated amount allocated to this program and subcategory.
      4. Supporting Factors (check all that apply): The influencing factors when making the determination for the final utilization goal. 
         • Explanation of utilization goal* : A thorough justification for the final utilization goal
           
           Then click Save & Close to return to the request details.
14. Click Submit Intake.
    

Users can also download an MBE Worksheet to view a summary of the diversity goal information in a Microsoft Word document format.

1. Under the Download Goal Form section, click the MBE Worksheet button. A new row in the table will appear.
2. Click the link next to the current date & time stamp to download the most recent version of the worksheet.