California State Department of Transportation Project Development Workflow Tasks (PDWT)

Project Development Workflow Tasks Manual Version 2.0 - October 2004

PART 3: Identify Project Need And Project Initiation Document

I. Identify Project Need

A.   Project Initiation and Planning (100.05.05)

Initiation

--------------------------------------------------- Tasks P01 - P07 --------------------------------------------------- P01 - Obtain Expenditure Authorization (EA) P02 - Identify Project Purpose and Need (150.05.35) P03 - Identify Project Category P04 - Determine Type of PID P05 - Develop PID Work Agreement P06 - Identify Core Project Delivery Team P07 - Enter Project Information into Database Systems

II. Project Initiation Document

A.   Define Transportation Need and Assess Site (150.05)

Obtain and Review Existing Reports, Studies and Mapping (150.05.05)

--------------------------------------------------- Tasks P08 - P26 --------------------------------------------------- P08 - Establish Project Files P09 - Request Appropriate Planning Documents P10 - Review Existing Freeway Agreement or Controlled Access Highway Agreement P11 - Verify Special Route Designations P12 - Obtain FEMA/FIRM Maps P13 - Obtain As-Builts P14 - Obtain Righy of Way Maps P15 - Perform Encroachment Permit Review P16 - Request Mapping P17 - Obtain Highway Inventory Photos P18 - Request GIS Mapping Information P19 - Request Information for Local Agencies P20 - Obtain Pavement Condition Survey Report P21 - Obtain STRAIN Report P22 - Obtain Traffic Concept Report P23 - Review Related or Adjacent Studies P24 - Develop Strip Map (150.10.15 Develop Concept Alternatives) P25 - Prepare for Field Review P26 - Conduct Field Review

Define Problem (150.05.35)

------------------------------------------------------- Task P27 ------------------------------------------------------- P27 - Define Problem

Identify Environmental Constraints (150.05.20)

------------------------------------------------------- Task P28 ------------------------------------------------------- P28 - Identify Environmental Constraints

B.   Develop Initial Alternatives ( WBS 150.15)

Develop Concept Alternatives (WBS 150.05.15 - Early Tasks)

--------------------------------------------------- Tasks P29 - P30 --------------------------------------------------- P29 - Hold Core PDT Meeting P30 - Establish PDT

Obtain Public Input (WBS 150.10.05)

------------------------------------------------------- Task P31 ------------------------------------------------------- P31 - Obtain Public/Local Agency Input

Perform Value Analysis (WBS 150.10.10)

------------------------------------------------------- Task P32 ------------------------------------------------------- P32 - Perform Value Analysis

Develop Concept Alternatives (WBS 150.10.15)

--------------------------------------------------- Tasks P33 - P59 --------------------------------------------------- P33 - Review for Application of Standards P34 - Develop Initial Alternatives P35 - Prepare Base Layouts for Concept Geometrics P36 - Prepare Preliminary Geometric Approval Drawings P37 - Request Traffic Information P38 - Request Pavement Deflection Study P39 - Request Preliminary HOV Report/Study P40 - Request Preliminary Materials Report P41 - Request Preliminary Geo-technical Design Report P42 - Request Accident History TASAS Table B P43 - Request Safety Analysis P44 - Request Safety Index Calculation P45 - Request Delay Index P46 - Request HT65 Accident Investigation P47 - Request Median Barrier Rail Warrant P48 - Request Structures Advance Planning Study P49 - Request Signal Warrants P50 - Request Traffic Management Plan P51 - Request Signs and Striping Review & Estimate P52 - Request Traffic Management Plan P53 - Request COZEEP Estimate P54 - Request Landscape Architecture Review P55 - Request Preliminary Hydraulic Review P56 - Prepare Preliminary Environmental Study Limits P57 - Request Preliminary Environmental Analysis Report (PEAR) P58 - Request Hazardous Materials Initial Site Assessment P59 - Request Pumping Plant Recommendation

C.   Draft Agreements ( WBS 205.)

Obtain Freeway Agreement (WBS 205.20)

------------------------------------------------------- Task P60 ------------------------------------------------------- P60 - Determine Preliminary Freeway/Controlled Access Agreement Requirements

Obtain Maintenance Agreement (WBS 205.20)

------------------------------------------------------- Task P61 ------------------------------------------------------- P61 - Request Preliminary Maintenance Agreement

Preliminary Cooperative Agreement (WBS 205.35)

------------------------------------------------------- Task P62 ------------------------------------------------------- P62 - Request/Prepare Preliminary Cooperative Agreement

D.   Analyze Alternatives (WBS 150.15)

Prepare R/W Data Sheets (WBS 150.15.05)

--------------------------------------------------- Tasks P63 - P64 --------------------------------------------------- P63 - Prepare Preliminary R/W Estimate Map P64 - Request Right of Way Data Sheet Estimates

Assess Utility Relocation Requirements (WBS 150.15.10)

------------------------------------------------------- Task P65 ------------------------------------------------------- P65 - Identify Preliminary Utility Relocation

Determine Railroad Involvement (WBS 150.15.15)

------------------------------------------------------- Task P66 ------------------------------------------------------- P66 - Request Right of Way to Assess Railroad Involvement

Prepare and Obtain Approval for Design Exceptions (WBS 150.25.10)

--------------------------------------------------- Tasks P67 - P68 --------------------------------------------------- P67 - Request Exception(s) and Approve Preliminary GAD P68 - Obtain Federal Highway Administration (FHWA) Approval

Develop Cost Estimates (WBS 150.15.55)

--------------------------------------------------- Tasks P69 - P72--------------------------------------------------- P69 - Submit DES Project Fact Sheet P70 - Obtain/Complete PSR-PDS Scoping Checklist P71 - Identify Mitigation Costs P72 - Prepare Project Cost Estimates

E.   Prepare and Approve PID (WBS 150.25)

Prepare Draft PID (WBS 150.25.05)

--------------------------------------------------- Tasks P73 - P75 --------------------------------------------------- P73 - Prepare Draft PID P74 - Prepare Risk Management Plan P75 - Prepare Attachments

Prepare Storm Water Data Report (WBS 150.25.25)

------------------------------------------------------- Task P76 ------------------------------------------------------- P76 - Prepare Storm Water Data Report

Circulate, Review and Approve PID (WBS 150.25.20)

--------------------------------------------------- Tasks P77 - P89 --------------------------------------------------- P77 - Perform Draft PID Constructibility Review P78 - Prepare Functional Unit Project Fact Sheets P79 - Prepare Functional Unit(s) Workplan Estimate P80 - Identify and Estimate Consultant Effort P81 - Develop Consultant Contract Cost Estimate P82 - Incorporate Capital Outlay Support Estimate P83 - Circulate Draft PID for Internal Reviews P84 - Perform Task Force Field Review P85 - Circulate Draft PID for External Reviews P86 - Revise Draft PID P87 - Circulate PID for Signature P88 - Distribute Approved PID P89 - Complete Project Files

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