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

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{{Navbox|Title=ProjectWise Pre-Bid Processes|Image=|Content=
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{{Navbox PW}}
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{{Navheader|Title=[[8.1_Base_Plan_Review_ProjectWise_Process|Base Plans Review]]|Content=
 
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[[8.1_Base_Plan_Review_ProjectWise_Process#8.1.1_Package_Submittal|Package Submittal]] -
 
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[[8.1_Base_Plan_Review_ProjectWise_Process#8.1.2_Review|Review]]
 
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}}
 
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{{Navheader|Title=[[8.2_The_Plan_Review_ProjectWise_Process|The Plan Review]]|Content=
 
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[[8.2_The_Plan_Review_ProjectWise_Process#8.2.1_Package_Submittal|Package Submittal]] -
 
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[[8.2_The_Plan_Review_ProjectWise_Process#8.2.2_Review|Review]] -
 
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[[8.2_The_Plan_Review_ProjectWise_Process#8.2.3_RID_Review|RID Review]]
 
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}}
 
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{{Navheader|Title=[[8.3_OEC_Plan_Review|OEC Plans Review]]|Content=
 
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[[8.3_OEC_Plan_Review#8.3.1_Package_Submittal|Package Submittal]] -
 
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[[8.3_OEC_Plan_Review#8.3.2_Review|Review]] -
 
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[[8.3_OEC_Plan_Review#8.3.3_RID_Review|RID Review]]
 
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}}
 
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{{Navheader|Title=[[Letting_Plans_Review|Letting Plans Review]]|Content=}}
 
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{{Navheader|Title=[[Design_Exceptions|Design Exceptions]]|Content=}}
 
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}}
 
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{{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.'''
 +
[https://stateofmichigan.sharepoint.com/sites/MDOT-SPC-DevelopmentGuide/ New Development Guide]
  
−
==[[#8.3 OEC Plan Review ProjectWise Process|8.3 OEC Plan Review ProjectWise Process]]==
+
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]
−
'''Folder:'''
 
−
[[File:HeaderFolder OEC.png|none|left|650px|frameless]]
 
−
 
 
−
===[[#8.3.1 Package Submittal|8.3.1 Package Submittal]]===
 
−
 
 
−
====[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]====
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| 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
 
−
| ''Design Team'' – Create PDF of:
 
−
* Plan Set and name “JN_Road_OEC.pdf” or “JN_Bridge_OEC.pdf”
 
−
* Proposal and name “JN_Proposal_OEC.pdf”
 
−
* Supporting Documents and name “JN_SupportingDocuments_OEC.pdf”
 
−
 
 
−
 
 
−
''NOTE: ROW must be included in plan set.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Design Team'' – Add PDFs created in step 1 into the ‘5 – OEC Plans’ folder.
 
−
[[File:Img_OECPlans_Folder.png|right|650px|frameless]]
 
−
 
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Design Team'' – Are all OEC Plan related files in the system? Yes, then:
 
−
* Highlight all files located in the ‘5 – OEC Plans’ 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'' - Add the Project Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_PendingSub.png|center|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 - Review|State: OEC - Review]]====
 
−
'''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
 
−
| ''Project Manager'' – Upon receipt of email, please review proposal, plans and supporting document packages. If ready, proceed to the next step of initiating the OEC Plan Review.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – If files are ready for review, create a Digital Pen Set.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
===[[#8.3.2 Review|8.3.2 Review]]===
 
−
'''Folder:'''
 
−
[[File:HeaderFolder_OEC_PlanReview.png|none|left|650px|frameless]]
 
−
 
 
−
====[[#State: OEC - Pending|State: OEC - 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
 
−
| ''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 for each milestone.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Print ‘JN_0303_DPS.pdf’ to PDF and apply the naming convention of ‘JN_0303_DPS _OEC.pdf’.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''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 OEC Plan Review workflow process.''
 
−
[[File:PW_OEC_Review_Pending.jpg|center|650px|frameless]]
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Ready for OEC Plans to be reviewed by Region System Manager? Yes, then:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ 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'' – Add the System Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_Pending.jpg|right|650px|frameless]]
 
−
''NOTE: Leave MDOT-Eproposal address in email.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - Ready for System Manager Approval |State: OEC - Ready for System Manager Approval]]====
 
−
'''PPMS Task:''' ''(5 work days for review)''
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''System Manager'' – Upon receipt of email, review Proposal, Plans and Supporting Documents packages.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''System Manager'' – If approved for OEC review/meeting, then:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''System Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''System Manager'' – Add the Project Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_ReadyFor.jpg|center|650px|frameless]]
 
−
 
 
−
''NOTE: Leave MDOT-Eproposal address in email.''
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
| ''Project Manager'' – Upon System Manager approval, create a Digital Pen Set. Then proceed with scheduling OEC Meeting.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - System Manager Approved for Meeting|State: OEC - System Manager Approved for Meeting]]====
 
−
'''PPMS Task:''' ''(5 work days for review)''
 
−
 
 
−
{| 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'' – Once digital pen set has been generated then proceed to initiativing meeting appointment:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''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
 
−
* Go into your Outlook Drafts cabinet
 
−
* Highlight ‘OEC Plans ready for review’ email
 
−
* Copy and Paste body of email into a 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 as well as [mailto:MDOT-RIDSupport@michigan.gov| MDOT RID Support].
 
−
**:''NOTE: Have ROW? Remember to invite ROW staff.''
 
−
**Review body of email and update all meeting specific information (see highlighted text below)
 
−
 
 
−
 
 
−
THE OEC MEETING ON: "<span style="background-color: #FFFF00">ENTER ROUTE</span>" 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."
 
−
 
 
−
The OEC 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>".
 
−
 
 
−
MDOT Staff: This project will be using the pilot digital pen process for reviewing the plans. Please make sure plans are printed from the Digital Pen Plan Set folder (Digital Pen Plan Set) in ProjectWise and that all plan comments are done using a digital pen or Adobe commenting. See the attached file for additional instructions.
 
−
 
 
−
non-MDOT invitees: This project will be using Adobe commenting to review the plans which are located in MDOT’s ProjectWise. For access into MDOT’s ProjectWise system, please notify the Project Manager.
 
−
 
 
−
All digital pen 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.
 
−
 
 
−
Electronic plan and proposal documents can be viewed in MDOT’s ProjectWise at the following location:
 
−
 
 
−
Document Link:
 
−
"<span style="background-color: #FFFF00">ADD DIGITAL PEN PLAN SEET LINK HERE</span>"
 
−
 
 
−
Project Manager: "<span style="background-color: #FFFF00">ENTER NAME HERE AND PHONE NUMBER</span>"
 
−
 
 
−
If you have further comments or questions that require discussion, please contact me.
 
−
 
 
−
''NOTE: Please allow 15 work days for OEC Plan Review.''
 
−
|-
 
−
|}
 
−
 
 
−
 
 
−
[[File:DontForget.jpg|left|75px]]
 
−
 
 
−
 
 
−
 
 
−
 
 
−
''REMINDER: Update RID Checklist in the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#8.3.3_OEC_-_RID_Review|RID_OEC]] folder along with other RID files for review. Highlight all files than change state to next to submit to RID Review staff.''
 
−
 
 
−
 
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - Meeting Scheduled and Ready for Review|State: OEC - Meeting Scheduled and Ready for Review]]====
 
−
'''PPMS Task:'''  3870 – OEC Plan Review ''(10 work days for review)''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''OEC 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. Also, it is recommended that comments are not removed from the pens until after the review meeting.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''OEC Plan Reviewers'' – Upload Digital Pen comments into ProjectWise.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – After the 10 work day review period:
 
−
* Single Left click on the ‘0303_DPS_OEC.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: OEC - PM Review in Progress|State: OEC - PM Review in Progress]]====
 
−
'''PPMS Task:'''  3885 – Project Manager OEC Plan Review ''(5 work days for review)''
 
−
{| 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'' – 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 ‘5 - OEC Plan’ folder.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Once all comments have reviewed and compiled:
 
−
* Single Left click on the ‘0303_DPS_OEC.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
 
−
| ''Project Manager'' - Add all Reviewers’ email addresses into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_PMReview.jpg|center|650px|frameless]]
 
−
''NOTE: Please leave the three email addresses on the email.''
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC - Design Team Response|State: OEC - Design Team Response]]====
 
−
'''PPMS Task:'''  Design Team ''(5 work days for review)''
 
−
 
 
−
{| 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/Reviewers'' – Review compiled comments. Reminder: contact Project Manager with any comments prior to the OEC Plan Meeting.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Once the meeting has occured:
 
−
* Single Left click on the ‘0303_DPS_OEC.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
 
−
| ''OEC Plan Review workflow process is now complete.''
 
−
|-
 
−
 
 
−
|}
 
−
{{top}}
 
−
 
 
−
===[[#8.3.3 OEC - RID Review|8.3.3 OEC - RID Review]]===
 
−
 
 
−
'''Folder:'''
 
−
[[File:HeaderFolder_OEC_RIDReview.png|none|left|650px|frameless]]
 
−
 
 
−
====[[#State: OEC RID Review - Pending|State: OEC RID Review - 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 [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_Pending_Submittal| State: OEC – Pending Submittal]]:
 
−
* Place RID files in the ‘RID-OEC’ folder per [[Chapter_5_-_RID_Process | Chapter 5 - RID Process]]
 
−
* Respond to comments in the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]] located in the ‘RID_OEC’ folder.
 
−
* Complete the OEC column of the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]].
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Make sure the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]] file, located in ‘RID_OEC’ folder is ready for submittal.
 
−
 
 
−
 
 
−
[[File:RID_OEC_Checklist_Folder.png|center|650px|frameless]]
 
−
''NOTE: This is a “living” form. The Project Manager will update this form at each milestone.''
 
−
|-
 
−
| 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_-_Pending | State: OEC - Pending]].
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Once you are ready to initiate the meeting appointment during [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_System_Manager_Approved_for_Meeting | State: OEC – System Manager Approved for Meeting]]:
 
−
* 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;" | 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:_OEC_-_System_Manager_Approved_for_Meeting | State: OEC – System Manager Approved for Meeting]] to [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_Meeting_Scheduled_and_Ready_for_Review | State: OEC- Meeting Scheduled and Ready for Review]].
 
−
|-
 
−
|}
 
−
 
 
−
====[[#State: OEC RID Review - Review in Progress|State: OEC RID Review - Review in Progress]]====
 
−
'''PPMS Task:''' 3870 - OEC Plan Review ''(15 work days for review)''
 
−
 
 
−
{| 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 [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]]. Reference saved views in the OEC Comments column.
 
−
 
 
−
 
 
−
''NOTE: During this state the ‘RID-OEC’ folder will be locked for MDOT-RIDSupport review.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''MDOT-RIDSupport Reviewers'' – Move the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]] file, located in ‘RID_OEC’ folder to ‘- Supporting Documents’ folder. Leave a copy in the "RID_OEC' folder and add the date to end of the [[media: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.''
 
−
|-
 
−
|}
 
−
 
 
−
====[[#State: OEC RID Review - Complete|State: OEC RID Review - 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
 
−
| 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 RID Comments column of the [[media: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_-_PM_Review_in_Progress| State: OEC – PM Review in Process]] and the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC_-_Design_Team_Response| State: OEC – Design Team Response]].
 
−
|-
 
−
|}
 
−
{{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" 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 [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_E-Proposal_Complete | State: E-Proposal Complete]]:
 
−
* Place RID files in the ‘RID’ folder per [[Chapter_5_-_RID_Process | Chapter 5 - RID Process]]
 
−
* Respond to comments in the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]] located in the ‘- Supporting Documents’ folder.
 
−
* Complete the RID column of the [[media:RID_Review_Checklist.xlsm | RID Review Checklist.xlsm]]. 
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Make sure the RID files are ready for review prior to completing the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#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[[Chapter_8_-_ProjectWise_Pre-Bid_Processes#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 [[media:RID_Review_Checklist.xlsm | RID Review Checklist]].  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 [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#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 [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_E-Proposal_Complete | State: E-Proposal Complete]] before they can be changed to the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_E-Proposal_RID_Publish|State: E-Proposal RID Publish]].  If the RID is not in the [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#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}}
 
  
−
==[[#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>
+
[[CATEGORY:RID]]
−
{{top}}
 

Latest revision as of 11:43, 10 January 2024

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