Difference between revisions of "1.4 Letting Plan Review ProjectWise Process"

From MediaWiki
Jump to navigation Jump to search
 
(2 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
{{Navbox PW}}
 
{{Navbox PW}}
 
{{Navbox DSR|Chapter 1 - ProjectWise Pre-Bid Processes|Chapter 2 - Data Requirements}}
 
{{Navbox DSR|Chapter 1 - ProjectWise Pre-Bid Processes|Chapter 2 - Data Requirements}}
 +
The Development Guide has moved to a Sharepoint site.
  
−
 
+
If you haven't visited the new site yet contact MDOT-EngineeringSupportTraining@michigan.gov to request access to the Development Guide.
−
==[[#1.4.1 Letting - Package Submittal|1.4.1 Letting - Package Submittal]]==
 
−
[[File:FinalPlans Folder.png|none|left|650px|frameless]]
 
−
====[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]====
 
−
'''Pre-Construction Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team'' - Create PDF of:
 
−
* Plan Set and name '''JN_Road.pdf''' or '''˜JN_Bridge.pdf'''
 
−
* Proposal and name '''JN_Proposal.pdf'''
 
−
 
 
−
 
 
−
'''''NOTE: ROW must be included in plan set.'''''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Design Team'' - Add PDFs created in step 1 into the '6 - Letting Plans and Proposal' folder.
 
−
[[File:6 Folder Expanded.png|right|650px|frameless]]
 
−
 
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Design Team'' - Are all Final Plan related files in the system? Yes, then:
 
−
* Highlight all files located in the '˜6 - Letting Plans and Proposal- folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Design Team'' - Click on OK in the '˜Change Document to State' window
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
| ''Design Team'' - Send the system generated email.
 
−
 
 
−
 
 
−
[[File:Ready for project manager Review Email.png|right|600px|frameless]]
 
−
 
 
−
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
−
[[File:DontForget.jpg|frameless|75px|left]]
 
−
 
 
−
 
 
−
''REMINDER: Update RID Checklist in the '''˜Supporting Documents/ RID Preparation''' folder and upload the RID files in the '''˜6 - Letting Plans and Proposal/RID''' folder for review. <br>
 
−
''Highlight all files in the '''˜6 - Letting Plans and Proposal/RID''' folder, then change state to next to submit to RID Review staff.
 
−
<br>
 
−
<br>
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC-PM Review in Progress|State: OEC-PM Review in Progress]]====
 
−
'''Pre-Construction Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Project Manager'' - Upon receipt of email, please review proposal and plan packages located in the '˜6-Letting Plans and Proposal' folder and the Supporting Documents located in the '˜Supporting Documents' folder. If ready, proceed to the next step of initiating the CA Sign Off.
 
−
 
 
−
 
 
−
'''''NOTE: This is a "living" form. The Project Manager will update this form for each milestone.'''''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' -
 
−
* Update and Save the '''˜0303_DPS''' sheet, located in the 'DPS-CA.xlsx' file in the 'Supporting Documents' folder.
 
−
* Highlight all files located in the '˜Supporting Documents'  folder
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' - Once all supporting documents have been changed to the 'Complete Supporting Documents' State, then:
 
−
* Highlight all files located in the '˜6-Letting Plans and Proposal' 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
 
−
| ''Project Manager'' - Add additional CA Form signers email addresses in the 'To' field and send the system generated email.
 
−
 
 
−
[[File:Email to CA Form signers.png|right|650px|frameless]]
 
−
 
 
−
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - CA Sign Off|State: OEC - CA Sign Off]]====
 
−
'''Pre-Construction Task:'''
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''CA Form Signers'' - Upon receipt of email, review Proposal and Plan packages located in the '˜6- Letting Plans and Proposal' folder and the Supporting Documents located in the '˜Supporting Documents' folder.
 
−
<br>
 
−
[[File:FP and Sup Doc circle.png|right|650px|frameless]]
 
−
<br>
 
−
'''''Note: Contact the Project Manager with any questions'''''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''CA Form Signers'' - If approved for Final Plan review, then:
 
−
*Use Kofax Power PDF to Open the CA-Form.PDF file located in the 'Supporting Documents' folder.
 
−
*Open the Stamps Panel.
 
−
*Place the Dynamic Stamp "Reviewed".
 
−
*Save the file and check the file back into ProjectWise.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' - Once the CA Form is complete:
 
−
* Use Kofax Power PDF to Open the CA-Form.PDF file located in the 'Supporting Documents' folder.
 
−
* Open the Stamps Panel.
 
−
* Place the Dynamic Stamp "Reviewed" in the Project Manager section.
 
−
* Save the file and check the file back into ProjectWise
 
−
* Highlight all files in the '˜Supporting Documents' folder.
 
−
* Then right click and select Change State.
 
−
* Select Next
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' - Once the supporting documents have been changed to the '˜Initiate Final Supporting Documents' State, then:
 
−
* Highlight all files in the '6- Letting Plans and Proposal' 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'' - Send the system generated email.
 
−
 
 
−
[[File:Initiate Final Project Review email.png|right|650px|frameless]]
 
−
 
 
−
'''''NOTE: Leave email address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: e-Prop - Initiate Final Project Review|State: e-Prop - Initiate Final Project Review]]====
 
−
'''Pre-Construction Task:'''
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Specifiaction & Estimates Engineer'' -
 
−
* Verify funding template, letting date, and STIP approved in JobNet.
 
−
* Verify the correct & complete Certification Acceptance form (Type 1,2, or 3) is included in Supporting Docs.
 
−
* Highlight all files located in the '˜6-Letting Plans and Proposal' folder
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Specifiaction & Estimates Engineer'' - Click on OK in the 'Change Document to State' window
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Specifiaction & Estimates Engineer'' -
 
−
* Edit the '˜To' field to send the email to the appropriate people.
 
−
* Edit the subject field to appropriate work type.
 
−
* Send the system generated email
 
−
 
 
−
[[File:Workflow Assign.png|right|650px|frameless]]
 
−
'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: e-Prop - Workflow Assign|State: e-Prop - Workflow Assign]]====
 
−
'''Pre-Construction Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Specification & Estimates Engineer'' -
 
−
* Select the appropriate workflow on the '6-Letting Plans and Proposal' folder for the work type to be reviewed (ie. Trunkline, CPM, NFR, FPVS)
 
−
* <u>Process Complete</u>
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
==[[#1.4.2 Letting - Review|1.4.2 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}}
 
−
 
 
−
==[[#1.4.3 Letting - RID Review|1.4.3 Letting - RID Review]]==
 
−
 
 
−
===[[#State: E-Proposal RID Pending|State: E-Proposal RID Pending]]===
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team'' - Create RID Submittal during the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_Complete | State: E-Proposal Complete]]:
 
−
* Place RID files in the '˜RID' folder per [[Chapter_5_-_RID_Process#Final| Chapter 5 - Section 5.2 - RID Process_Final]]
 
−
* 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 ' Supporting Documents' folder.
 
−
* 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].
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' - 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]].
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' - 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]].
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
===[[#State: E-Proposal RID Complete|State: E-Proposal RID Complete]]===
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''MDOT-RIDSupport Reviewers'' - 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.
 
−
 
 
−
''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 [[1.4 Letting Plan Review ProjectWise Process#State:_QA_Final_-_Ready_for_Finance |State: QA Final - Ready for Finance]]:
 
−
* 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" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | 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.
 
−
 
 
−
''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]''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
|If RID files are added after advertisement:
 
−
*''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.
 
−
*''[mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support]'' - Confirm that added RID is in conformance with Standards, and then Change State twice to Publish.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
  
 
[[CATEGORY:RID]]
 
[[CATEGORY:RID]]

Latest revision as of 12:00, 24 January 2025

The Development Guide has moved to a Sharepoint site.

If you haven't visited the new site yet contact MDOT-EngineeringSupportTraining@michigan.gov to request access to the Development Guide.

Retrieved from "https://mdotwiki.state.mi.us/design/index.php?title=1.4_Letting_Plan_Review_ProjectWise_Process&oldid=4092"