Difference between revisions of "Chapter 1 - ProjectWise Pre-Bid Processes"

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{{Navbox PW}}
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==[[#8.1 Base Plan Review ProjectWise Process|8.1 Base Plan Review ProjectWise Process]]==
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{{Navbox DSR|Chapter 1 - ProjectWise Pre-Bid Processes|Chapter 2 - Data Requirements}}
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The '''[//{{SERVERNAME}}/images_design/6/69/Base_Plan_Review_process_instructions.pdf Base_Plan_Review_process_instructions.pdf]''' has been temporarily posted while the information is converted to wiki format.
+
'''The Development Guide has moved to a Sharepoint site.'''  
 +
[https://stateofmichigan.sharepoint.com/sites/MDOT-SPC-DevelopmentGuide/ New Development Guide]
  
−
===[[#8.1.1 Base Plan - Package Submittal|8.1.1 Base Plan - Package Submittal]]===
+
If you haven't visited the new site yet, click the link, then click Request Access. You will be added to the Sharepoint Visitors group, and will receive an email with a link to the Development Guide. If you still have access issues, contact [http://mailto:Mdot-EngineeringSupportTraining@michigan.gov MDOT-EngineeringSupportTraining@michigan.gov]
−
====[[#State: Base Plan - Pending Submittal|State: Base Plan - Pending Submittal]]====
 
−
'''PPMS Task:'''  3360 - Prepare Base Plans
 
  
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''Design Team'' – Create PDF of:
 
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* Plan Set and name “JN_Road_Base.pdf”, “JN_Bridge_Base.pdf
 
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* Supporting Documents and name “JN_Supporting_Base.pdf”
 
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''NOTE: ROW must be included in Base Plan set.''
 
−
|-
 
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| style="text-align:center;" | 2
 
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|[[File:Base_Folder.png|right|650px|frame]]''Design Team'' – Add PDFs created in step 1 into the ‘2 – Base Plans’ folder.
 
  
−
|-
+
[[CATEGORY:RID]]
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| style="text-align:center;" | 3
 
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| ''Design Team'' – Are all Base Plan related files in the system? Yes, then:
 
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* Highlight all files located in the ‘2 – Base Plans’ folder.
 
−
* Then right click and select Change State.
 
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* Select Next.
 
−
|-
 
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| style="text-align:center;" | 4
 
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| ''Design Team'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
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| style="text-align:center;" | 5
 
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| ''Design Team'' – Add the Project Manger’s email address into the system generated email [[File:Base_Submit_to_PM_Email.jpg|550px|thumbnail|right|Base Plan Submit to Project Manager Email]]
 
−
 
 
−
 
 
−
''NOTE: Leave MDOT-Eproposal address in email.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: Base Plan - Review|State: Base Plan - Review]]====
 
−
'''PPMS Task:'''  3360 - Prepare Base Plans
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''Project Manager'' – Upon receipt of email, please review plans and supporting documents.
 
−
|-
 
−
| style="text-align:center;" | 2
 
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| ''Project Manager'' – If plans are ready for review, create a Digital Pen Set.
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
===[[#8.1.2 Base Plan - Review|8.1.2 Base Plan - Review]]===
 
−
====[[#State: Base Plan Review - Pending|State: Base Plan Review - Pending]]====
 
−
'''PPMS Task:'''  3360 - Prepare Base Plans
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Project Manager'' – Update and Save the ‘JN_0303_DPS.pdf file, located in ‘- Supporting Documents’ folder.
 
−
 
 
−
''NOTE: This is a “living” form. The Project Manager will update this form at each milestone.''
 
−
|-
 
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| style="text-align:center;" | 2
 
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| ''Project Manager'' – Print ‘JN_0303_DPS.pdf’ to PDF and apply the naming convention of ‘JN_0303_DPS _Base.pdf’.
 
−
|-
 
−
| style="text-align:center;" | 3
 
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| [[File:Base Design Submittal Folder Image.png|650px|thumbnail|right|Base Design Submittal Form Folder]]''Project Manager'' – Add file created in step 2 into the ‘Design Submittal Form’ Folder. 
 
−
 
 
−
 
 
−
 
 
−
''NOTE: This file will be used to trigger the rest of the Base Plan Review workflow process.''
 
−
|-
 
−
| style="text-align:center;" | 4
 
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| ''Project Manager'' – Ready for Base Plans to be reviewed? Yes, then:
 
−
* Single Left click on the ‘0303_DPS_Base.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
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| style="text-align:center;" | 5
 
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| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
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| style="text-align:center;" | 6
 
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| ''Project Manager'' – Please do the following to the system generated email:
 
−
* File > Save (this will save the email into your Drafts Outlook cabinet)
 
−
* Close the system generated email [[File:Base_Meeting_Invite.png|650px|thumbnail|right|Base Meeting Invite]]
 
−
* Go into your Outlook Drafts cabinet
 
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* Highlight ‘Base Plans ready for review’ email
 
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* Copy and Paste body of email into an newly created Meeting email
 
−
** Add internal and external Base Plan meeting attendees
 
−
*** Use the Contact List located in the ‘-Supporting Documents’ Reference Set. This list includes all Region and Central Office reviewers.
 
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**:''NOTE: Have ROW? Remember to invite ROW staff.''
 
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**Review body of email and update all meeting specific information (see highlighted text below)
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
:THE BASE PLAN MEETING ON: "<span style="background-color: #FFFF00">ENTER MEETING DATE AND TIME HERE</span>"
 
−
 
 
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:CS: "<span style="background-color: #FFFF00">ENTER CN</span>" JNs: "<span style="background-color: #FFFF00">ENTER JNs HERE</span>"; "<span style="background-color: #FFFF00">ENTER LOCATION DESCRIPTION HERE.</span>"
 
−
 
 
−
:Work entails: "<span style="background-color: #FFFF00">ENTER INFORMATION HERE</span>" *PLEASE NOTE THAT CHANGES OR ADDITIONS TO THE SCOPE OF WORK WILL NOT BE CONSIDERED AT THIS MEETING.
 
−
 
 
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:The Base Plan Meeting on this project has been scheduled for "<span style="background-color: #FFFF00">ENTER DATE HERE</span>". “<span style="background-color: #FFFF00">ENTER PROJECT MANAGER</span>” will oversee this meeting and meet interested personnel at MDOT’s "<span style="background-color: #FFFF00">ENTER LOCATION HERE</span>" at "<span style="background-color: #FFFF00">ENTER TIME HERE</span>".
 
−
 
 
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:For MDOT Staff: This project will be using the digital pen process for reviewing the plans. Please make sure plans are printed from the “<span style="background-color: #FFFF00">SUPPLY LINK TO DIGITAL PEN PLAN SET FOLDER</span>” in ProjectWise and that all plan comments are done using a digital pen.
 
−
 
 
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:For non-MDOT invitees: This project will be using Adobe commenting for reviewing the plans in MDOT’s ProjectWise. For access into MDOT’s ProjectWise, please notify the Project Manager.
 
−
 
 
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:All digital comments need to be placed in ProjectWise by 4:00 pm, "<span style="background-color: #FFFF00">ADD DATE HERE</span>" for the "<span style="background-color: #FFFF00">ENTER OFFICE NAME HERE</span>" to do comment cleanup and redistribute a commented set of prints to all meeting attendees by "<span style="background-color: #FFFF00">ADD DATE HERE</span>" meeting.
 
−
 
 
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:Electronic plan and proposal documents can be viewed in MDOT’s ProjectWise at the following location:
 
−
 
 
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:Document Link:
 
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:"<span style="background-color: #FFFF00">ADD DIGITAL PEN PLAN SEET LINK HERE</span>"
 
−
 
 
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:Project Manager: "<span style="background-color: #FFFF00">ENTER NAME HERE AND PHONE NUMBER</span>"
 
−
 
 
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:If you have further comments or questions that require discussion, please contact me.
 
−
 
 
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''NOTE: Please allow 20 work days for Base Plan Review.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: Base Plan Review - Ready for Review|State: Base Plan Review - Ready for Review]]====
 
−
'''PPMS Task:'''  3380 – Review Base Plans (NOTE: 20 work days for review)
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Base Plan Reviewers'' – Print dot matrix set and comment using the Digital Pen process or Adobe commenting.
 
−
 
 
−
 
 
−
''NOTE: Reviewers in the same office can share the same dot matrix set and pen (dock the digital pen periodically to insert updates). Also, it is recommended that comments are not removed from the pens until after the review meeting.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
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| ''Base Plan Reviewers'' – Upload Digital Pen comments into ProjectWise.
 
−
 
 
−
 
 
−
''NOTE: Reviewers may want to dock the pen periodically during the review to update comment file.''
 
−
|-
 
−
| style="text-align:center;" | 3
 
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| ''Project Manager'' – After the 20 work day review period,
 
−
* Single Left click on the ‘0303_DPS_Base.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
 
 
−
''NOTE: No email will be generated.''
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: Base Plan Review - PM Review in Progress|State: Base Plan Review - PM Review in Progress]]====
 
−
'''PPMS Task:'''  3395 – Project Manager Base Plan Review (5 work days for review)
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Project Manager'' – Copy ALL digital pen comment files to the ‘Pre-Construction > Record Plan Set Review Comments’ folder prior to reviewing the files.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Review and Compile comments on ALL digital pen comment files located under the JN’s ‘2 - Base Plan’ folder.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Once all comments have reviewed and compiled:
 
−
* Single Left click on the ‘0303_DPS_Base.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
|[[File:Email_BasePlan_ReviewComplete.jpg|right|650px|thumbnail]]''Project Manager'' - Add all Reviewers’ email addresses into the system generated email.
 
−
 
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: Base Plan Review - Design Team Response|State: Base Plan Review - Design Team Response]]====
 
−
'''PPMS Task:'''  Design Team (5 work days for review)
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team/Reviewers'' – Review compiled comments. Reminder: contact Project Manager with any comments prior to the Base Plan Meeting.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Once the meeting has ocucred:
 
−
* Single Left click on the ‘0303_DPS_Base.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Base Plan Review workflow process is now complete.''
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
==[[#8.2 The Plan Review ProjectWise Process|8.2 The Plan Review ProjectWise Process]]==
 
−
The '''[//{{SERVERNAME}}/images_design/8/88/The_Plan_Review_process_instructions.pdf The_Plan_Review_process_instructions.pdf]''' has been temporarily posted while the information is converted to wiki format.
 
−
 
 
−
===[[#8.2.1 The Plan Review - Package Submittal|8.2.1 The Plan Review - Package Submittal]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review - Pending Submittal|State: Plan Review - Pending Submittal]]====
 
−
'''PPMS Task:'''  3580 – Develop Preliminary Plans
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review - Review|State: Plan Review - Review]]====
 
−
'''PPMS Task:'''  3580 – Develop Preliminary Plans
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
===[[#8.2.2 The Plan Review - Review|8.2.2 The Plan Review - Review]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
====[[#State: Plan Review - Pending|State: Plan Review - Pending]]====
 
−
'''PPMS Task:'''  3580 – Develop Preliminary Plans
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review - Request for Meeting|State: Plan Review - Request for Meeting]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Assigned to Reviewer|State: Plan Review – Assigned to Reviewer]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Scheduling and Distribution|State: Plan Review – Scheduling and Distribution]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review - Ready for Review|State: Plan Review - Ready for Review]]====
 
−
'''PPMS Task:'''  3590 – Preliminary Plan Review (NOTE: 20 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – PM Review in Progress|State: Plan Review – PM Review in Progress]]====
 
−
'''PPMS Task:'''  3600 – Project Manager Preliminary Plan Review (5 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Ready for  Meeting|State: Plan Review – Ready for  Meeting]]====
 
−
'''PPMS Task:'''  Design Team (5 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Draft Meeting Report Pending|State: Plan Review – Draft Meeting Report Pending]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Final Report Distribution|State: Plan Review – Final Report Distribution]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: Plan Review – Final Meeting Report|State: Plan Review – Final Meeting Report]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
===[[#8.2.3 RID Review|8.2.3 RID Review]]===
 
−
====[[#State: RID Review – Pending|State: RID Review – Pending]]====
 
−
'''PPMS Task:'''  3580 - Develop Preliminary Plans
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! Step
 
−
! Action
 
−
|-
 
−
|style="text-align:center;" | 1
 
−
| ''Design Team'' – Create RID Submittal during [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_-_Pending_Submittal|Plan Review – Pending Submittal]] State:
 
−
* Place RID files in the ‘RID-Preliminary’ folder per [[Chapter_5_-_RID_Process|Chapter_5_-_RID_Process]]
 
−
* Copy the latest version of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] into the ‘- Supporting Documents’ folder.
 
−
* Complete the preliminary column of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm]. If files or categories that are identified with an “R” in the [//{{SERVERNAME}}/images_design/f/f6/Project_Data_Requirements_Table.pdf Project_Data_Requirements_Table.pdf] are not included please document the reason in the Preliminary Comments Column of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm].
 
−
|-
 
−
|style="text-align:center;" | 2
 
−
| ''Project Manager'' – Copy the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] file, located in ‘- Supporting Documents’ folder to ‘RID_Preliminary’ folder.
 
−
 
 
−
''NOTE: This is a “living” form. The Project Manager will update this form at each milestone.''
 
−
[[File:RID Prelim Checklist Folder.png|650px|thumbnail|center|RID Review Checklist in RID_Preliminary Folder]]
 
−
|-
 
−
|style="text-align:center;" | 3
 
−
| ''Project Manager'' – Make sure the RID files are ready for review prior to completing [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_-_Pending|Plan Review - Pending]] State.
 
−
|-
 
−
|style="text-align:center;" | 4
 
−
| ''Project Manager'' – Once you ready to initiate the meeting appointment during [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_-3_Scheduling_and_Distribution|Plan Review – Scheduling and Distribution]] State:
 
−
* Single Left click on the files in located in the ‘RID-Preliminary’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
|style="text-align:center;" | 5
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
|style="text-align:center;" | 6
 
−
| ''Project Manager'' – Include [mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support] on the email generated during the state change from [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_-3_Scheduling_and_Distribution|Plan Review – Scheduling and Distribution]].
 
−
|-
 
−
|} 
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: RID Review – Review in Progress|State: RID Review – Review in Progress]]====
 
−
'''PPMS Task:'''  3590 – The Plan Review (NOTE: 20 work days for review)
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''MDOT-RIDSupport Reviewers'' – Perform review of the RID files and document comments in the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm]. Reference saved views in the Preliminary Comments column.
 
−
 
 
−
''NOTE: During this state the ‘RID-Preliminary’ folder will be locked for MDOT-RIDSupport review.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''MDOT-RIDSupport Reviewers'' – Copy the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] file, located in ‘RID_Preliminary’ folder to ‘- Supporting Documents’ folder. Then add the date to end of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] in the ‘RID_Preliminary’ folder.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''MDOT-RIDSupport Reviewers'' – After the 20 work day review period:
 
−
* Single Left click on the files in located in the ‘RID-Preliminary’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''MDOT-RIDSupport Reviewers'' – Click on OK in the ‘Change Document to State’ window.
 
−
 
 
−
''NOTE: No email will be generated.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: RID Review – Complete|State: RID Review – Complete]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| The files in the ‘RID-Preliminary’ folder will be locked as a time stamp of the submittal and review.  Responses from the Design Team or Project Manager should be placed in the Preliminary Comments column of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] which is now in the ‘- Supporting Documents’ folder.  The RID files can be copied from the ‘RID-Preliminary’ folder if necessary for discussion.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| The files can be viewed by the Project Manager and Design Team during the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_.E2.80.93_PM_Review_in_Progress|Plan_Review_-_PM_Review_in_Progress]] and [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_Plan_Review_.E2.80.93_Ready_for_Meeting|Plan_Review_-_Ready_for_Meeting]] States.
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
==[[#8.3 OEC Review ProjectWise Process|8.3 OEC Review ProjectWise Process]]==
 
−
The '''[//{{SERVERNAME}}/images_design/3/38/OEC_Plan_Review_process_instructions.pdf OEC Plan Review process instructions.pdf]''' has been temporarily posted while the information is converted to wiki format.
 
−
 
 
−
===[[#8.3.1 OEC - Package Submittal|8.3.1 OEC - Package Submittal]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
====[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - Review|State: OEC - Review]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
===[[#8.3.2 OEC - Review|8.3.2 OEC - Review]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
====[[#State: OEC - Pending|State: OEC - Pending]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – Ready for System Manager Approval|State: OEC - Ready for System Manager Approval]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – System Manager Approved for Meeting|State: OEC – System Manager Approved for Meeting]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – Meeting Scheduled and Ready for Review|State: OEC – Meeting Scheduled and Ready for Review]]====
 
−
'''PPMS Task:'''  3870 – OEC Plan Review (NOTE: 15 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – PM Review in Progress|State: OEC – PM Review in Progress]]====
 
−
'''PPMS Task:'''  3885 – Project Manager OEC Plan Review (5 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - Design Team Response|State: OEC - Design Team Response]]====
 
−
'''PPMS Task:'''  Design Team (5 work days for review)
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 
−
 
 
−
===[[#8.3.3 RID Review|8.3.3 RID Review]]===
 
−
 
 
−
====[[#State: RID Review – Pending|State: RID Review – Pending]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team'' – Create RID Submittal during the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_Pending_Submittal|OEC_-_Pending_Submittal]] State:
 
−
* Place RID files in the ‘RID-OEC’ folder per Chapter_5_-_RID_Process
 
−
* Respond to comments in the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] located in the ‘- Supporting Documents’ folder.
 
−
* Complete the OEC column of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm].
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Copy the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] file, located in ‘- Supporting Documents’ folder to ‘RID_OEC’ folder.
 
−
''NOTE: This is a “living” form. The Project Manager will update this form at each milestone.''
 
−
 
 
−
[[File:RID_OEC_Checklist_Folder.png|650px|thumbnail|center|RID Review Checklist in RID_OEC Folder]]
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Make sure the RID files are ready for review prior to completing the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_Review_-_Pending|OEC_Review_-_Pending]] State.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Once you ready to initiate the meeting appointment during [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC – System Manager Approved for Meeting|OEC – System Manager Approved for Meeting]] State:
 
−
* Left click on the files in located in the ‘RID-OEC’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 6
 
−
| ''Project Manager'' – Include MDOT-RIDSupport@michigan.gov on the email generated during the state change from [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC – System Manager Approved for Meeting|OEC – System Manager Approved for Meeting]] to [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC- Meeting Scheduled and Ready for Review|OEC- Meeting Scheduled and Ready for Review]].
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: RID Review – Review in Progress|State: RID Review – Review in Progress]]====
 
−
'''PPMS Task:'''  3870 – OEC Plan Review (NOTE: 15 work days for review)
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''MDOT-RIDSupport Reviewers'' – Perform review of the RID files and document comments in the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm]. Reference saved views in the Preliminary Comments column.
 
−
 
 
−
''NOTE: During this state the ‘RID-Preliminary’ folder will be locked for MDOT-RIDSupport review.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''MDOT-RIDSupport Reviewers'' – Copy the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] file, located in ‘RID_OEC’ folder to ‘- Supporting Documents’ folder. Then add the date to end of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] in the ‘RID_OEC’ folder.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''MDOT-RIDSupport Reviewers'' – After the 15 work day review period:
 
−
* Single Left click on the files in located in the ‘RID-OEC’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''MDOT-RIDSupport Reviewers'' – Click on OK in the ‘Change Document to State’ window.
 
−
 
 
−
''NOTE: No email will be generated.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: RID Review – Complete|State: RID Review – Complete]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| The files in the ‘RID-OEC’ folder will be locked as a time stamp of the submittal and review.  Responses from the Design Team or Project Manager should be placed in the OEC Comments column of the [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm] which is now in the ‘- Supporting Documents’ folder.  The RID files can be copied from the ‘RID-OEC’ folder if necessary for discussion.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| The files can be viewed by the Project Manager and Design Team during the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_.E2.80.93_PM_Review_in_Progress|OEC – PM Review in Process]] and [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_Design_Team_Response|OEC_-_Design_Team_Response]] States.
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
==[[#8.4 Letting Plan Review ProjectWise Process|8.4 Letting Plan Review ProjectWise Process]]==
 
−
'''put temporary link to Letting Plan and Proposal Review process instructions.docx'''
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
===[[#8.4.1 Letting - Package Submittal|8.4.1 Letting - Package Submittal]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
====[[#State: E-Proposal Pending|State: E-Proposal Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
====[[#State: E-Proposal Complete|State: E-Proposal Complete]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
====[[#State: E-Prop Initiate Final Project Review|State: E-Prop Initiate Final Project Review]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
====[[#State: E-Prop Workflow Assign|State: E-Prop Workflow Assign]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
===[[#8.4.2 Letting - Review|8.4.2 Letting - Review]]===
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
====[[#State: QA Tech - Pending|State: QA Tech - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Tech - Complete|State: QA Tech - Complete]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Tech - Assign to Reviewer|State: QA Tech - Assign to Reviewer]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA SE - Pending|State: QA SE - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA SE - Complete|State: QA SE - Complete]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA SE - Assign to Estimator|State: QA SE - Assign to Estimator]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Est - Pending|State: QA Est - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Est - Complete|State: QA Est - Complete]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Final - Pending|State: QA Final - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Final - Complete|State: QA Final - Complete]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: QA Final - Ready for Finance|State: QA Final - Ready for Finance]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: Finance PQ - Pending|State: Finance PQ - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: Finance BLU - Pending|State: Finance BLU - Pending]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: Final|State: Final]]====
 
−
'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
−
===[[#8.4.3 Letting - RID Review|8.4.3 Letting - RID Review]]===
 
−
 
 
−
====[[#State: E-Proposal RID Pending|State: E-Proposal RID Pending]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team'' – Create RID Submittal during the E-Proposal Complete State:
 
−
* Place RID files in the ‘RID’ folder per Chapter_5_-_RID_Process
 
−
* Respond to comments in the RID_Review_Checklist.xlsm located in the ‘- Supporting Documents’ folder.
 
−
* Complete the RID column of the RID_Review_Checklist.xlsm. 
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Make sure the RID files are ready for review prior to completing the E-Prop Initiate Final Project Review State.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Include MDOT-RIDSupport@michigan.gov on the email generated during the E-Prop Initiate Final Project Review State.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: E-Proposal RID Complete|State: E-Proposal RID Complete]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''MDOT-RIDSupport Reviewers'' – Perform review of the RID files and document comments in the RID_Review_Checklist.xlsm.  Reference saved views in the RID Comments column.
 
−
 
 
−
''NOTE:  During this state the ‘RID’ folder will remain accessible for easy corrections of RID files during the MDOT-RIDSupport review.''
 
−
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''MDOT-RIDSupport Reviewers'' – Prior to the QA Final – Ready for Finance State:
 
−
* Single Left click on the files in located in the ‘RID’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''MDOT-RIDSupport Reviewers'' – Click on OK in the ‘Change Document to State’ window.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: E-Proposal RID Publish|State: E-Proposal RID Publish]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Finance'' – During the Final State:
 
−
* Single Left click on the files in located in the ‘RID’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
==[[#8.5 Design Exception ProjectWise Process|8.5 Design Exception ProjectWise Process]]==
 
−
'''put temporary link to Design Exception Review process instructions.docx'''
 
−
 
 
−
<span style="color: red"> -Reserved- </span>
 
−
{{top}}
 

Latest revision as of 11:43, 10 January 2024

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