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

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The Development Guide has moved to a Sharepoint site. New Development Guide
  
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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 MDOT-EngineeringSupportTraining@michigan.gov
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==[[#1.4.1 Letting - Package Submittal|1.4.1 Letting - Package Submittal]]==
 
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[[File:FinalPlans Folder.png|none|left|650px|frameless]]
 
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====[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]====
 
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'''Pre-Construction Task:''' 
 
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{| class="wikitable" width = "80%"
 
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|-
 
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! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
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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.pdf''' or '''˜JN_Bridge.pdf'''
 
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* Proposal and name '''JN_Proposal.pdf'''
 
−
 
 
−
 
 
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'''''NOTE: ROW must be included in plan set.'''''
 
−
|-
 
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| style="text-align:center;" | 2
 
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| ''Design Team'' - Add PDFs created in step 1 into the '6 - Letting Plans and Proposal' folder.
 
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[[File:6 Folder Expanded.png|right|650px|frameless]]
 
−
 
 
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|-
 
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| style="text-align:center;" | 3
 
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| ''Design Team'' - Are all Final Plan related files in the system? Yes, then:
 
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* Highlight all files located in the '˜6 - Letting Plans and Proposal- folder.
 
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* 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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|-
 
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| style="text-align:center;" | 5
 
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| ''Design Team'' - Send the system generated email.
 
−
 
 
−
 
 
−
[[File:Ready for project manager Review Email.png|right|600px|frameless]]
 
−
 
 
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'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
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[[File:DontForget.jpg|frameless|75px|left]]
 
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−
 
 
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''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>
 
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''Highlight all files in the '''˜6 - Letting Plans and Proposal/RID''' folder, then change state to next to submit to RID Review staff.
 
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<br>
 
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<br>
 
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{{top}}
 
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====[[#State: OEC-PM Review in Progress|State: OEC-PM Review in Progress]]====
 
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'''Pre-Construction Task:''' 
 
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{| class="wikitable" width = "80%"
 
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|-
 
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! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
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|-
 
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| style="text-align:center;" | 1
 
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| ''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.
 
−
 
 
−
 
 
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'''''NOTE: This is a "living" form. The Project Manager will update this form for each milestone.'''''
 
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|-
 
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| style="text-align:center;" | 2
 
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| ''Project Manager'' -
 
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* Update and Save the '''˜0303_DPS''' sheet, located in the 'DPS-CA.xlsx' file in the 'Supporting Documents' folder.
 
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* Print the 0303_DPS sheet AND CA Form sheet to PDF and place in 'Supporting Documents' Folder
 
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* Highlight all files located in the '˜Supporting Documents'  folder
 
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* Then right click and select Change State.
 
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* Select Next.
 
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|-
 
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| style="text-align:center;" | 3
 
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| ''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.
 
−
 
 
−
|-
 
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| style="text-align:center;" | 4
 
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| ''Project Manager'' - Click on OK in the '˜Change Document to State' window
 
−
|-
 
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| style="text-align:center;" | 5
 
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| ''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).'''''
 
−
|-
 
−
|}
 
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{{top}}
 
−
 
 
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====[[#State: OEC - CA Sign Off|State: OEC - CA Sign Off]]====
 
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'''Pre-Construction Task:'''
 
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{| class="wikitable" width = "80%"
 
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|-
 
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! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
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| style="text-align:center;" | 1
 
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| ''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.
 
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<br>
 
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[[File:FP and Sup Doc circle.png|right|650px|frameless]]
 
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<br>
 
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'''''Note: Contact the Project Manager with any questions'''''
 
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|-
 
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| style="text-align:center;" | 2
 
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| ''CA Form Signers'' - If approved for Final Plan review, then:
 
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*Use Kofax Power PDF to Open the CA-Form.PDF file located in the 'Supporting Documents' folder.
 
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*Open the Stamps Panel.
 
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*Place the Dynamic Stamp "Reviewed".
 
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*Save the file and check the file back into ProjectWise.
 
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|-
 
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| style="text-align:center;" | 3
 
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| ''Project Manager'' - Once the CA Form is complete:
 
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* Use Kofax Power PDF to Open the CA-Form.PDF file located in the 'Supporting Documents' folder.
 
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* Open the Stamps Panel.
 
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* Place the Dynamic Stamp "Reviewed" in the Project Manager section.
 
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* Save the file and check the file back into ProjectWise
 
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* Highlight all files in the '˜Supporting Documents' folder.
 
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* Then right click and select Change State.
 
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* Select Next
 
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|-
 
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| style="text-align:center;" | 4
 
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| ''Project Manager'' - Once the supporting documents have been changed to the '˜Initiate Final Supporting Documents' State, then:
 
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* Highlight all files in the '6- Letting Plans and Proposal' folder.
 
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* Then right click and select Change State.
 
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* 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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|-
 
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| style="text-align:center;" | 6
 
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| ''Project Manager'' - Send the system generated email.
 
−
 
 
−
[[File:Initiate Final Project Review email.png|right|650px|frameless]]
 
−
 
 
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'''''NOTE: Leave email address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
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{{top}}
 
−
 
 
−
====[[#State: e-Prop - Initiate Final Project Review|State: e-Prop - Initiate Final Project Review]]====
 
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'''Pre-Construction Task:'''
 
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{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''Specifiaction & Estimates Engineer'' -
 
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* Verify funding template, letting date, and STIP approved in JobNet.
 
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* Verify the correct & complete Certification Acceptance form (Type 1,2, or 3) is included in Supporting Docs.
 
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* Highlight all files located in the '˜6-Letting Plans and Proposal' folder
 
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* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 2
 
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| ''Specifiaction & Estimates Engineer'' - Click on OK in the 'Change Document to State' window
 
−
|-
 
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| style="text-align:center;" | 3
 
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| ''Specifiaction & Estimates Engineer'' -
 
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* Edit the '˜To' field to send the email to the appropriate people.
 
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* Edit the subject field to appropriate work type.
 
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* Send the system generated email
 
−
 
 
−
[[File:Workflow Assign.png|right|650px|frameless]]
 
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'''''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).'''''
 
−
|-
 
−
|}
 
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{{top}}
 
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====[[#State: e-Prop - Workflow Assign|State: e-Prop - Workflow Assign]]====
 
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'''Pre-Construction Task:''' 
 
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{| class="wikitable" width = "80%"
 
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|-
 
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! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
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| style="text-align:center;" | 1
 
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| ''Specification & Estimates Engineer'' -
 
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* Select the appropriate workflow on the '6-Letting Plans and Proposal' folder for the work type to be reviewed (ie. Trunkline, CPM, NFR, FPVS)
 
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* <u>Process Complete</u>
 
−
|-
 
−
|}
 
−
 
 
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{{top}}
 
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==[[#1.4.2 Letting - Review|1.4.2 Letting - Review]]==
 
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<span style="color: red"> -Reserved- </span>
 
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===[[#State: QA Tech - Pending|State: QA Tech - Pending]]===
 
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'''PPMS Task:''' 
 
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<span style="color: red"> -Reserved- </span>
 
−
 
 
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{{top}}
 
−
 
 
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===[[#State: QA Tech - Complete|State: QA Tech - Complete]]===
 
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'''PPMS Task:''' 
 
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<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
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===[[#State: QA Tech - Assign to Reviewer|State: QA Tech - Assign to Reviewer]]===
 
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'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
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===[[#State: QA SE - Pending|State: QA SE - Pending]]===
 
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'''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>
 
−
 
 
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{{top}}
 
−
 
 
−
===[[#State: QA Est - Complete|State: QA Est - Complete]]===
 
−
'''PPMS Task:''' 
 
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<span style="color: red"> -Reserved- </span>
 
−
 
 
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{{top}}
 
−
 
 
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===[[#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}}
 
−
 
 
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===[[#State: Finance PQ - Pending|State: Finance PQ - Pending]]===
 
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'''PPMS Task:''' 
 
−
<span style="color: red"> -Reserved- </span>
 
−
 
 
−
{{top}}
 
−
 
 
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===[[#State: Finance BLU - Pending|State: Finance BLU - Pending]]===
 
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'''PPMS Task:''' 
 
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<span style="color: red"> -Reserved- </span>
 
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{{top}}
 
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===[[#State: Final|State: Final]]===
 
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'''PPMS Task:''' 
 
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<span style="color: red"> -Reserved- </span>
 
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{{top}}
 
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==[[#1.4.3 Letting - RID Review|1.4.3 Letting - RID Review]]==
 
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===[[#State: E-Proposal RID Pending|State: E-Proposal RID Pending]]===
 
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'''PPMS Task:''' 
 
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−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''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].
 
−
|-
 
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| style="text-align:center;" | 2
 
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| ''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]].
 
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|-
 
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| style="text-align:center;" | 3
 
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| ''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]].
 
−
|-
 
−
|}
 
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{{top}}
 
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===[[#State: E-Proposal RID Complete|State: E-Proposal RID Complete]]===
 
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'''PPMS Task:''' 
 
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−
{| class="wikitable" width = "80%"
 
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|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
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|-
 
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| style="text-align:center;" | 1
 
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| ''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.
 
−
 
 
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''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
 
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| ''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.
 
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* Then right click and select Change State.
 
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* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''MDOT-RIDSupport Reviewers'' - Click on OK in the '˜Change Document to State' window.
 
−
|-
 
−
|}
 
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{{top}}
 
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−
===[[#State: E-Proposal RID Publish|State: E-Proposal RID Publish]]===
 
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'''PPMS Task:''' 
 
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−
{| class="wikitable" width = "80%"
 
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|-
 
−
! 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]]

Revision as of 11:58, 24 January 2025

The Development Guide has moved to a Sharepoint site. New Development Guide

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 MDOT-EngineeringSupportTraining@michigan.gov

Retrieved from "https://mdotwiki.state.mi.us/design/index.php?title=1.4_Letting_Plan_Review_ProjectWise_Process&oldid=4088"