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

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====[[#State: RID Review – Review in Progress|State: RID Review – Review in Progress]]====
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'''PPMS Task:'''  3870 – OEC Plan Review (NOTE: 15 work days for review)
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{| class="wikitable"
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|-
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! style="text-align:center;" | Step
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! 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 [//{{SERVERNAME}}/images_design/8/8c/RID_Review_Checklist.xlsm RID_Review_Checklist.xlsm]. Reference saved views in the Preliminary Comments column.
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''NOTE: During this state the ‘RID-Preliminary’ folder will be locked for MDOT-RIDSupport review.''
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|-
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| style="text-align:center;" | 2
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| ''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.
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|-
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| style="text-align:center;" | 3
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| ''MDOT-RIDSupport Reviewers'' – After the 15 work day review period:
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* Single Left click on the files in located in the ‘RID-OEC’ 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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| ''MDOT-RIDSupport Reviewers'' – Click on OK in the ‘Change Document to State’ window.
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''NOTE: No email will be generated.''
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====[[#State: RID Review – Complete|State: RID Review – Complete]]====
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'''PPMS Task:''' 
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{| class="wikitable"
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|-
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! style="text-align:center;" | Step
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! Action
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|-
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| style="text-align:center;" | 1
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| 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.
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|-
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| style="text-align:center;" | 2
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| 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 Process|OEC – PM Review in Process]] and [[Chapter_8_-_ProjectWise_Pre-Bid_Processes#State:_OEC – Design Team Response|OEC – Design Team Response]] States.
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Revision as of 14:33, 30 April 2015

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8.1 Base Plan Review ProjectWise Process

The Base_Plan_Review_process_instructions.pdf has been temporarily posted while the information is converted to wiki format.

8.1.1 Base Plan - Package Submittal

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State: Base Plan - Pending Submittal

PPMS Task: 3360 - Prepare Base Plans

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State: Base Plan - Review

PPMS Task: 3360 - Prepare Base Plans

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8.1.2 Base Plan - Review

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State: Base Plan Review - Pending

PPMS Task: 3360 - Prepare Base Plans

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State: Base Plan Review - Ready for Review

PPMS Task: 3380 – Review Base Plans (NOTE: 20 work days for review)

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State: Base Plan Review - PM Review in Progress

PPMS Task: 3395 – Project Manager Base Plan Review (5 work days for review)

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State: Base Plan Review - Design Team Response

PPMS Task: Design Team (5 work days for review)

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8.2 The Plan Review ProjectWise Process

The 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

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State: Plan Review - Pending Submittal

PPMS Task: 3580 – Develop Preliminary Plans

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State: Plan Review - Review

PPMS Task: 3580 – Develop Preliminary Plans

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8.2.2 The Plan Review - Review

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State: Plan Review - Pending

PPMS Task: 3580 – Develop Preliminary Plans

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State: Plan Review - Request for Meeting

PPMS Task:

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State: Plan Review – Assigned to Reviewer

PPMS Task:

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State: Plan Review – Scheduling and Distribution

PPMS Task:

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State: Plan Review - Ready for Review

PPMS Task: 3590 – Preliminary Plan Review (NOTE: 20 work days for review)

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State: Plan Review – PM Review in Progress

PPMS Task: 3600 – Project Manager Preliminary Plan Review (5 work days for review)

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State: Plan Review – Ready for Meeting

PPMS Task: Design Team (5 work days for review)

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State: Plan Review – Draft Meeting Report Pending

PPMS Task:

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State: Plan Review – Final Report Distribution

PPMS Task:

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State: Plan Review – Final Meeting Report

PPMS Task:

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8.2.3 RID Review

State: RID Review – Pending

PPMS Task: 3580 - Develop Preliminary Plans

Step Action
1 Design Team – Create RID Submittal during Plan Review – Pending Submittal State:
2 Project Manager – Copy the 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.

RID Review Checklist in RID_Preliminary Folder
3 Project Manager – Make sure the RID files are ready for review prior to completing Plan Review - Pending State.
4 Project Manager – Once you ready to initiate the meeting appointment during 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.
5 Project Manager – Click on OK in the ‘Change Document to State’ window
6 Project Manager – Include MDOT RID Support on the email generated during the state change from Plan Review – Scheduling and Distribution.

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State: RID Review – Review in Progress

PPMS Task: 3590 – The Plan Review (NOTE: 20 work days for review)

Step Action
1 MDOT-RIDSupport Reviewers – Perform review of the RID files and document comments in the 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.

2 MDOT-RIDSupport Reviewers – Copy the RID_Review_Checklist.xlsm file, located in ‘RID_Preliminary’ folder to ‘- Supporting Documents’ folder. Then add the date to end of the RID_Review_Checklist.xlsm in the ‘RID_Preliminary’ folder.
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.
4 MDOT-RIDSupport Reviewers – Click on OK in the ‘Change Document to State’ window.

NOTE: No email will be generated.

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State: RID Review – Complete

PPMS Task:

Step Action
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 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.
2 The files can be viewed by the Project Manager and Design Team during the Plan_Review_-_PM_Review_in_Progress and Plan_Review_-_Ready_for_Meeting States.

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8.3 OEC Review ProjectWise Process

The OEC Plan Review process instructions.pdf has been temporarily posted while the information is converted to wiki format.

8.3.1 OEC - Package Submittal

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State: OEC - Pending Submittal

PPMS Task:

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State: OEC - Review

PPMS Task:

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8.3.2 OEC - Review

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State: OEC - Pending

PPMS Task:

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State: OEC - Ready for System Manager Approval

PPMS Task:

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State: OEC – System Manager Approved for Meeting

PPMS Task:

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State: OEC – Meeting Scheduled and Ready for Review

PPMS Task: 3870 – OEC Plan Review (NOTE: 15 work days for review)

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State: OEC – PM Review in Progress

PPMS Task: 3885 – Project Manager OEC Plan Review (5 work days for review)

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State: OEC - Design Team Response

PPMS Task: Design Team (5 work days for review)

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8.3.3 RID Review

The RID_Review_process_instructions.pdf has been temporarily posted while the information is converted to wiki format. This file contains the RID Review process for each milestone.

State: RID Review – Pending

PPMS Task:

Step Action
1 Design Team – Create RID Submittal during the OEC_-_Pending_Submittal State:
  • Place RID files in the ‘RID-OEC’ folder per Chapter_5_-_RID_Process
  • Respond to comments in the RID_Review_Checklist.xlsm located in the ‘- Supporting Documents’ folder.
  • Complete the OEC column of the RID_Review_Checklist.xlsm.
2 Project Manager – Copy the 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.

RID Review Checklist in RID_OEC Folder
3 Project Manager – Make sure the RID files are ready for review prior to completing the OEC_Review_-_Pending State.
4 Project Manager – Once you ready to initiate the meeting appointment during 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.
5 Project Manager – Click on OK in the ‘Change Document to State’ window
6 Project Manager – Include MDOT-RIDSupport@michigan.gov on the email generated during the state change from OEC – System Manager Approved for Meeting to OEC- Meeting Scheduled and Ready for Review.

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State: RID Review – Review in Progress

PPMS Task: 3870 – OEC Plan Review (NOTE: 15 work days for review)

Step Action
1 MDOT-RIDSupport Reviewers – Perform review of the RID files and document comments in the 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.

2 MDOT-RIDSupport Reviewers – Copy the RID_Review_Checklist.xlsm file, located in ‘RID_OEC’ folder to ‘- Supporting Documents’ folder. Then add the date to end of the RID_Review_Checklist.xlsm in the ‘RID_OEC’ folder.
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.
4 MDOT-RIDSupport Reviewers – Click on OK in the ‘Change Document to State’ window.

NOTE: No email will be generated.

[top of page]

State: RID Review – Complete

PPMS Task:

Step Action
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 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.
2 The files can be viewed by the Project Manager and Design Team during the OEC – PM Review in Process and OEC – Design Team Response States.

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8.4 Letting Plan Review ProjectWise Process

put temporary link to Letting Plan and Proposal Review process instructions.docx

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8.5 Design Exception ProjectWise Process

put temporary link to Design Exception Review process instructions.docx

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