PS&E Pre-Submittal Tasks for Designers

Last updated: 2023-03-05

This provides designers with a final task list to review their engineer’s estimate prior to submitting their proposal for PS&E. This task list was designed for the designer to confirm that they have accurately completed all the required fields within AWP Preconstruction for reporting purposes during the award and letting process. This ensures that the data is passed correctly when the proposal is transition to AASHTOWare Project Construction and to the PeopleSoft system.

1. Review the Project to ensure all required fields are entered correctly.
2. Review the Categories to ensure all required fields are entered correctly.
3. Ensure there is a Primary Road Segment and all other Road Segments are associated to a category.
4. Ensure all structure categories have a Structure Segment (if applicable).
5. Review all Items to ensure all the required fields are entered correctly and accurately (quantity, price, etc.)
6. Review Project Funding:
   • Fund Package Overview
   • Fund Package Summary
   • Funding: Assign to Items
7. Validate the project.
8. Generate the Preliminary Project Detail Estimate Report
9. Review the Proposal.
10. Check the Proposal Time entries for accuracy.
11. Create the Proposal Section.
12. Proposal report generation and review:
    • Generate the Preliminary Proposal Detail Estimate Report.
    • Generate and review the Proposal Price Schedule Report.
    • Generate and review the Estimate of Quantities Report.
13. Validate the proposal.
14. Set the Workflow Phase to PS&E to prepare for PS&E submittal.