Difference between revisions of "1.4 Letting 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 Development Guide has moved to a Sharepoint site.
  
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+
If you haven't visited the new site yet contact MDOT-EngineeringSupportTraining@michigan.gov to request access to the Development Guide.
βˆ’
==[[#1.4.1 Letting - Package Submittal|1.4.1 Letting - Package Submittal]]==
 
βˆ’
[[File:FinalPlans Folder.png|none|left|650px|frameless]]
 
βˆ’
====[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]====
 
βˆ’
'''Pre-Construction Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Design Team'' Γ’β‚¬β€œ Create PDF of:
 
βˆ’
* Plan Set and name ''Γ’β‚¬ΛœJN_Road.pdfÒ€ℒ'' or ''Γ’β‚¬ΛœJN_Bridge.pdfÒ€ℒ''
 
βˆ’
* Proposal and name ''Γ’β‚¬ΛœJN_Proposal.pdfÒ€ℒ''
 
βˆ’
 
 
βˆ’
 
 
βˆ’
'''''NOTE: ROW must be included in plan set.'''''
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''Design Team'' Γ’β‚¬β€œ Add PDFs created in step 1 into the Γ’β‚¬Λœ6 Γ’β‚¬β€œ Letting Plans and ProposalÒ€ℒ folder.
 
βˆ’
[[File:6 Folder Expanded.png|right|650px|frameless]]
 
βˆ’
 
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 3
 
βˆ’
| ''Design Team'' Γ’β‚¬β€œ Are all Final Plan related files in the system? Yes, then:
 
βˆ’
* Highlight all files located in the Γ’β‚¬Λœ6 Γ’β‚¬β€œ Letting Plans and ProposalÒ€ℒ folder.
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next.
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 4
 
βˆ’
| ''Design Team'' Γ’β‚¬β€œ Click on OK in the Γ’β‚¬ΛœChange Document to StateÒ€ℒ window
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 5
 
βˆ’
| ''Design Team'' - Send the system generated email.
 
βˆ’
 
 
βˆ’
 
 
βˆ’
[[File:Ready for project manager Review Email.png|right|600px|frameless]]
 
βˆ’
 
 
βˆ’
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
[[File:DontForget.jpg|frameless|75px|left]]
 
βˆ’
 
 
βˆ’
 
 
βˆ’
''REMINDER: Update RID Checklist in the ''Γ’β‚¬ΛœSupporting Documents/ RID PreparationÒ€ℒ'' folder and upload the RID files in the ''Γ’β‚¬Λœ6 Γ’β‚¬β€œ Letting Plans and Proposal/RIDÒ€ℒ'' folder for review. <br>
 
βˆ’
''Highlight all files in the ''Γ’β‚¬Λœ6 Γ’β‚¬β€œ Letting Plans and Proposal/RIDÒ€ℒ'' folder, then change state to next to submit to RID Review staff.
 
βˆ’
<br>
 
βˆ’
<br>
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
====[[#State: OEC-PM Review in Progress|State: OEC-PM Review in Progress]]====
 
βˆ’
'''Pre-Construction Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Upon receipt of email please review proposal, plan packages, and supporting document folder. If ready, proceed to the next step of initiating the CA Sign Off.
 
βˆ’
 
 
βˆ’
 
 
βˆ’
'''''NOTE: This is a Ò€œlivingÒ€ form. The Project Manager will update this form for each milestone.'''''
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ
 
βˆ’
* Update and Save the ''Γ’β‚¬Λœ0303_DPSÒ€ℒ'' sheet, located in the Γ’β‚¬ΛœDPS-CA.xlsxÒ€ℒ file in the Γ’β‚¬ΛœSupporting DocumentsÒ€ℒ folder.
 
βˆ’
* Highlight all files located in the Γ’β‚¬Λœ6-Letting Plans and ProposalÒ€ℒ folder
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next.
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 3
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Click on OK in the Γ’β‚¬ΛœChange Document to StateÒ€ℒ window
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 4
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Add additional CA Form signers email addresses in the Γ’β‚¬ΛœToÒ€ℒ field and send the system generated email.
 
βˆ’
 
 
βˆ’
[[File:Email to CA Form signers.png|right|650px|frameless]]
 
βˆ’
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
====[[#State: OEC - CA Sign Off|State: OEC - CA Sign Off]]====
 
βˆ’
'''Pre-Construction Task:'''
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''CA Form Signers'' Γ’β‚¬β€œ Upon receipt of email, review Proposal, Plans, and Supporting Documents packages.
 
βˆ’
 
 
βˆ’
'''''Note: Contact the Project Manager with any questions'''''
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''CA Form Signers'' Γ’β‚¬β€œ If approved for Final Plan review, then:
 
βˆ’
* Open the DPS-CA.xlsx file located in the Γ’β‚¬ΛœSupporting DocumentsÒ€ℒ folder.
 
βˆ’
* Click on the CA Form sheet tab at the bottom to display the CA Form.
 
βˆ’
* Place your signature in the appropriate section of the CA Form.
 
βˆ’
* Save the file and check the file back into ProjectWise.
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 3
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Once the CA Form is complete:
 
βˆ’
* Sign the CA Form in the Project Manager section.
 
βˆ’
* Highlight all files in the Γ’β‚¬ΛœSupporting DocumentsÒ€ℒ folder.
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 4
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Once the supporting documents have been changed to the Γ’β‚¬ΛœInitiate Final Supporting DocumentsÒ€ℒ State, then:
 
βˆ’
* Sign the CA Form in the Project Manager section.
 
βˆ’
* Highlight all files in the Γ’β‚¬Λœ6- Letting Plans and ProposalÒ€ℒ folder.
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 5
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Send the system generated email.
 
βˆ’
 
 
βˆ’
[[File:Initiate Final Project Review email.png|right|650px|frameless]]
 
βˆ’
 
 
βˆ’
'''''NOTE: Leave email address in email. Also, you only need to send one email (close out of the other ones).'''''
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
====[[#State: e-Prop - Initiate Final Project Review|State: e-Prop - Initiate Final Project Review]]====
 
βˆ’
'''Pre-Construction Task:'''
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Specifiaction & Estimates Engineer'' Γ’β‚¬β€œ
 
βˆ’
* Verify funding template, letting date, and STIP approved in JobNet.
 
βˆ’
* Verify the correct & complete Certification Acceptance form (Type 1,2, or 3) is included in Supporting Docs.
 
βˆ’
* Highlight all files located in the Γ’β‚¬Λœ6-Letting Plans and ProposalÒ€ℒ folder
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next.
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''Specifiaction & Estimates Engineer'' Γ’β‚¬β€œ
 
βˆ’
* Edit the Γ’β‚¬ΛœToÒ€ℒ field to send the email to the appropriate people.
 
βˆ’
* Edit the subject field to appropriate work type.
 
βˆ’
* Send the system generated email
 
βˆ’
 
 
βˆ’
[[File:Workflow Assign.png|right|650px|frameless]]
 
βˆ’
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
====[[#State: e-Prop - Workflow Assign|State: e-Prop - Workflow Assign]]====
 
βˆ’
'''Pre-Construction Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Specification & Estimates Engineer'' Γ’β‚¬β€œ
 
βˆ’
* Select the appropriate workflow on the Γ’β‚¬Λœ6-Letting Plans and ProposalÒ€ℒ folder for the work type to be reviewed (ie. Trunkline, CPM, NFR, FPVS)
 
βˆ’
* <u>Process Complete</u>
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
==[[#1.4.2 Letting - Review|1.4.2 Letting - Review]]==
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
===[[#State: QA Tech - Pending|State: QA Tech - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Tech - Complete|State: QA Tech - Complete]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Tech - Assign to Reviewer|State: QA Tech - Assign to Reviewer]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA SE - Pending|State: QA SE - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA SE - Complete|State: QA SE - Complete]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA SE - Assign to Estimator|State: QA SE - Assign to Estimator]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Est - Pending|State: QA Est - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Est - Complete|State: QA Est - Complete]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Final - Pending|State: QA Final - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Final - Complete|State: QA Final - Complete]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: QA Final - Ready for Finance|State: QA Final - Ready for Finance]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: Finance PQ - Pending|State: Finance PQ - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: Finance BLU - Pending|State: Finance BLU - Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: Final|State: Final]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
<span style="color: red"> -Reserved- </span>
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
==[[#1.4.3 Letting - RID Review|1.4.3 Letting - RID Review]]==
 
βˆ’
 
 
βˆ’
===[[#State: E-Proposal RID Pending|State: E-Proposal RID Pending]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Design Team'' Γ’β‚¬β€œ Create RID Submittal during the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_Complete | State: E-Proposal Complete]]:
 
βˆ’
* Place RID files in the Γ’β‚¬ΛœRIDÒ€ℒ folder per [[Chapter_5_-_RID_Process#Final| Chapter 5 - Section 5.2 - RID Process_Final]]
 
βˆ’
* Respond to comments in the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] located in the Γ’β‚¬Λœ- Supporting DocumentsÒ€ℒ folder.
 
βˆ’
* Complete the RID column of the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm].
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Make sure the RID files are ready for review prior to completing the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Prop_Initiate_Final_Project_Review | State: E-Prop Initiate Final Project Review]].
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 3
 
βˆ’
| ''Project Manager'' Γ’β‚¬β€œ Include [mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support] on the email generated during the[[1.4 Letting Plan Review ProjectWise Process#State:_E-Prop_Initiate_Final_Project_Review | State: E-Prop Initiate Final Project Review]].
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: E-Proposal RID Complete|State: E-Proposal RID Complete]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''MDOT-RIDSupport Reviewers'' Γ’β‚¬β€œ Perform review of the RID files and document comments in the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm]. Reference saved views in the RID Comments column.
 
βˆ’
 
 
βˆ’
''NOTE:  During this state the Γ’β‚¬ΛœRIDÒ€ℒ folder will remain accessible for easy corrections of RID files during the MDOT-RIDSupport review.''
 
βˆ’
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
| ''MDOT-RIDSupport Reviewers'' Γ’β‚¬β€œ Prior to the [[1.4 Letting Plan Review ProjectWise Process#State:_QA_Final_-_Ready_for_Finance |State: QA Final Γ’β‚¬β€œ Ready for Finance]]:
 
βˆ’
* Single Left click on the files in located in the Γ’β‚¬ΛœRIDÒ€ℒ folder.
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next.
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 3
 
βˆ’
| ''MDOT-RIDSupport Reviewers'' Γ’β‚¬β€œ Click on OK in the Γ’β‚¬ΛœChange Document to StateÒ€ℒ window.
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
 
 
βˆ’
{{top}}
 
βˆ’
 
 
βˆ’
===[[#State: E-Proposal RID Publish|State: E-Proposal RID Publish]]===
 
βˆ’
'''PPMS Task:''' 
 
βˆ’
 
 
βˆ’
{| class="wikitable" width = "80%"
 
βˆ’
|-
 
βˆ’
! style="text-align:center; width: 5%" | Step
 
βˆ’
! style="text-align:center; width: 95%" | Action
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 1
 
βˆ’
| ''Finance'' Γ’β‚¬β€œ During the Final State:
 
βˆ’
* Single Left click on the files in located in the Γ’β‚¬ΛœRIDÒ€ℒ folder.
 
βˆ’
* Then right click and select Change State.
 
βˆ’
* Select Next.
 
βˆ’
 
 
βˆ’
''Note:  The RID must be in the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_Complete | State: E-Proposal Complete]] before they can be changed to the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_RID_Publish|State: E-Proposal RID Publish]].  If the RID is not in the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_Complete | State: E-Proposal Complete]] at the time of Publishing please contact [mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support]''
 
βˆ’
|-
 
βˆ’
| style="text-align:center;" | 2
 
βˆ’
|If RID files are added after advertisement:
 
βˆ’
*''Project Manager'' - Email [mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support] and include 'Added RID', 'RID File Name Change', or 'Post Award RID' in the Subject Line.  Please also include a link to the Added RID.  See [[Chapter_5_-_RID_Process#RID_Changes|RID_Changes]] for more information.
 
βˆ’
*''[mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support]'' - Confirm that added RID is in conformance with Standards, and then Change State twice to Publish.
 
βˆ’
|-
 
βˆ’
|}
 
βˆ’
 
 
βˆ’
{{top}}
 
  
 
[[CATEGORY:RID]]
 
[[CATEGORY:RID]]

Latest revision as of 12:00, 24 January 2025

The Development Guide has moved to a Sharepoint site.

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