♦Manual Notice 2017-1
►1. Pre-Assembly Activities
- ►1. Environmental, Design, Right-of-Way, and Utility: Requirements and Value Engineering Studies
  - ♦Non-discrimination
  - ♦Overview
  - ♦Environmental Requirements
  - ♦Environmental Clearances
  - ♦Design Schematic
  - ♦Design Conference
  - ♦Right-of-Way and Utility Status
  - ♦Value Engineering Studies
  - ♦Road Closures During Special Events
- ►2. Required Legal Documents
  - ♦Overview
  - ♦Agreements
  - ♦Agreement Description
  - ♦Agreement Deadline
  - ♦Local Agency Agreements
  - ♦Agreement Information References
  - ♦Memorandum of Understanding or Memorandum of Agreement
  - ♦Permits
- ►3. PS&E Submissions Schedules
  - ♦Overview
  - ♦General Deadlines and Project Categories
  - ♦Detailed Deadlines
►2. Plan Set Development
- ►1. Preliminary Review/Coordination
- ►2. Engineer’s Seal and TxDOT Copyright Requirements
  - ♦Overview
  - ►Sealing and Dating Construction Documents
  - ♦Standard Drawing Reliability
  - ♦Standard Drawing Modification
  - ♦Plan Sheet Revisions
  - ♦Proposal
  - ♦As-built Plans
  - ♦Copyright Requirement Guidelines
- ►3. Plan Set Preparation
  - ♦Overview
  - ♦General Types of Plan Sheets
  - ♦Title Sheet
  - ♦Project Layout
  - ♦Roadway Typical Sections
  - ♦General Notes
  - ♦Estimate and Quantity Sheets
  - ♦Summary Sheets
  - ♦Traffic Control Plan
  - ♦Traffic Control Plan (TCP) Sheets
  - ♦Traffic Standards
  - ►Roadway Details
  - ♦Alignment Data Sheets
  - ♦Plan and Profile Sheets
  - ♦Other Sheets
  - ♦Retaining Wall Details
  - ♦Retaining Wall Layouts
  - ♦Retaining Wall Standards
  - ♦Drainage Details
  - ♦Drainage Area Map Sheets
  - ♦Hydraulic Calculation Sheets
  - ♦Culvert Cross Sections, Layout and Detail Sheets
  - ♦Plan and Profile Sheets
  - ♦Miscellaneous Details
  - ♦Drainage Standards
  - ♦Utilities
  - ♦Existing Utilities
  - ♦Proposed Utility (P&P) Layouts
  - ♦Utility Standards
  - ♦Bridges
  - ♦Bridge Hydraulic Data
  - ♦Bridge Layout
  - ♦Detailed Summary
  - ♦Structural Details
  - ♦Bridge Standards
  - ♦Traffic Items
  - ♦Traffic Signal Layout
  - ♦Electrical and Illumination
  - ♦Signing and Delineation
  - ♦Pavement Markings and Markers
  - ♦Traffic Management System
  - ♦Traffic Standards
  - ♦Railroad
  - ♦Environmental Issues
  - ♦Storm Water Pollution Prevention Plans
  - ♦Wetland Mitigation Plan
  - ♦Environmental Standards
  - ♦Environmental Permits, Issues and Commitments (EPIC) Sheet
  - ♦Miscellaneous Items
  - ♦Removal Sheets
  - ♦Landscaping/Irrigation
- ►4. Drafting Guidelines
  - ♦Overview
  - ♦Drafting Conventions
  - ♦Annotation Conventions
  - ♦Design Files
  - ♦File Management
  - ♦Standard Sheet Cells
  - ♦Plotting Guidelines
  - ♦General Plotting Guidelines
  - ♦Local Plotting on the Current Network in Use
- ►5. General Plan Set Checklist
  - ♦Checklist
►3. Specifications
- ►1. Types of Specifications and Provisions
  - ♦Overview
  - ♦Standard Specifications
  - ♦Special Specifications
  - ♦Special Provisions
- ►2. New Special Specification and Special Provision Submission Requirements
  - ♦Overview
  - ♦General Guidelines
  - ♦Form 1814 and Specification Templates
  - ♦When to Submit Completed Form
  - ♦How to Complete Form
  - ♦Accessing Specification Templates
  - ♦Centralized Libraries
  - ♦Approval Procedure
- ►3. Specification List
- ♦4. Specification List Checklist
- ►5. General Notes
  - ♦Overview
  - ♦Key Points Regarding General Notes
  - ♦Specification Modifications
  - ♦Processing General Notes
- ♦6. General Notes Checklist
►4. Plans Estimate
- ►1. Overview
  - ♦Plans Estimate Description
- ►2. Preparation of Project Estimate
  - ♦Overview
  - ♦P1 Screen (DCIS)
  - ♦P5 Screen (DCIS)
  - ♦Determination of Bid Items
  - ♦Standard Bid Items
  - ♦Alternate Bid Items
  - ♦Descriptive Code Numbers
  - ♦Requesting New Descriptive Codes
  - ♦Computer File Format (P4 Screen/ROSCOE/Estimator® Software)
  - ♦Permanent Structure Number
  - ♦P4 Screen (DCIS)
  - ♦ROSCOE Batch Program
  - ♦Estimator® Software
  - ♦Translate Program’s Output for Uploading to DCIS
- ►3. Quantities
- ►4. Prices
  - ♦Overview
  - ♦Average Bid Price Access
  - ♦Bid Tabs
  - ♦Average Low Bid Unit Prices
  - ♦Project Specific Adjustments
  - ♦Unit Bid Determination
  - ♦Unbalanced Bidding
  - ♦Project Variations
  - ♦Importance of Good Estimating
  - ♦Factors Affecting Unit Bid Prices
- ►5. Funding Program Overruns
- ♦6. Estimate Checklist
▼5. PS&E Submissions and Processing
- ►1. Overview
  - ♦Introduction
- ►2. PS&E Transmittal Data (Form 1002)
  - ♦Overview
  - ♦Project Identification
  - ♦Supporting Documents Checklist
  - ♦State Transportation Improvement Program Information
  - ♦Environmental Status
  - ♦Financing
  - ♦Other Participation
  - ♦Agreements
  - ♦Airway-Highway Clearance
  - ♦Contract Time
  - ♦District Contact Person(s)
  - ♦Estimated Cost of Pedestrian Elements
  - ♦Proposed Basic Design Data Information
  - ♦Proposed Standards (Structures, Roadway, and Traffic)
  - ♦Design Speed (Applicable)
  - ♦Terrain
  - ♦Traffic
  - ♦Highway Functional Class
  - ♦Design Exceptions
  - ♦Design Waivers
  - ♦TAS Design Variances
- ►3. Supporting Documents Checklist
- ►4. PS&E Checklists
  - ♦Overview
  - ♦Pre-Submission Checklist
  - ♦PS&E Checklist for Letting
- ►5. District Level PS&E Review Process
  - ♦Overview
  - ♦Process for Final PS&E Submission
  - ♦Checklist of Required Items
  - ♦Submission Dates
- ►6. Addendum Process
  - ♦Overview
  - ♦Need for Addendum
  - ♦Addendum Notice
  - ♦Federal Oversight Project Addendum
  - ♦ Addendum Process
  - ♦Last Revision Date
  - ♦Addendum Notice Procedure
  - ♦Addendum Information Sheet
►6. Pre-Letting and Post-Letting
- ►1. Overview
  - ♦Pre-Letting Information
  - ♦Post-Letting Information
- ►2. Federal Project Authorization and Agreement
  - ♦Overview
  - ♦Function of FPAA
  - ♦FIN/Letting Management Office FPAA Duties
  - ♦FPAA Detailed Reporting Instructions
- ►3. State Letter of Authority
  - ♦Overview
  - ♦Function of LOA
  - ♦Letting Management Office LOA Duties
  - ♦LOA Form Field Completion Procedure
- ►4. Project Financial Clearance
  - ♦Overview
  - ♦Other Participation Field
  - ♦Additional Payments
  - ♦Financial Clearance Reference
- ►5. Pre-letting Checklist
  - ♦Checklist
- ►6. Post-letting Guidelines

Chapter 5: PS&E Submissions and Processing

Anchor: #CHDGADEB

Section 1: Overview

Introduction

This chapter covers some of the activities required to prepare a PS&E package for submission to Austin and the processing that occurs prior to letting. The components of the PS&E Transmittal Data Form 1002 and the information that is placed on these forms are covered in detail. PS&E checklists outline what documents must be sent to Austin for processing for letting. The review processes necessary at the district and division levels are described. The final section outlines the process used to prepare and process addenda to prospective bidders.

All PS&E packages and also supporting documents are electronically submitted to DES. For instructions on how to electronically submit the documents please go to https://crossroads/divisions/des/sections/final-pse-processing.html.