deliverables expectations matrix_2023-august-07.

docx
Planning Scoping
Preliminary Engineering (PE) Phase
Phase Phase

Project Management Plan Development

geometric design review

constructability review
corridor sketch strategies

pre-contract re view

Contract ad and award

Contract documents ready
(design approval)
This document offers “at-a-glance” information about deliverables

PE Phase Close Out

(final review)
during design and project development.

(endorse)
Planning

Scoping
Check appropriate resources and subject matter experts for details
regarding specific deliverables for your project.

contents consult or discuss with ~30% ~60% ~90% 100%

1 Timeline actions and purpose
2 Project Management
3 Cost Estimates
4 Environmental Review, Permitting, & Documentation
5 Cost Risk Estimating Management
6 Value Engineering
7 Pavement
8 Utilities and Railroad |Dig once broadband
9 Access limited/managed
10 Real Estate Services
11 Right-Of-Way
12 Community Engagement
13 Design Documentation
14 Roadway Geometrics and Plans
15 Channelization and Pavement Marking Plans
16 Hydraulics & Storm water
17 Survey & Mapping
18 Structures
19 Illumination, Signals, and ITS
20 Geotechnical Recommendations
21 Work Zone Traffic Control
22 Traffic Analysis
23 Safety Analysis
24 Signing
25 Temporary Erosion and Sediment Control (TESC)
26 Specifications
27 Maintenance
LEGEND
Blue shading = a newer row, added since earlier versions of the deliverable’s expectations matrix
Orange shading = these groups/activities may be involved at these times in your project
Grey = sometimes these activities are happening during this time frame

Law/ Maintenance &

Legislature Operations Planning Planning Scoping Programming Design Construction

Establish Manage Assess Develop

Identify Alternative Refine Assign Implement
Policy System Funded
Needs Strategies Solutions Resources Solutions
Framework Assets Solutions

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deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]

Deliverables Expectation Matrix

Communicates typical expectations for project deliverables and helps establish mutual
understanding of these expectations.
Provides a “schematic” of the Project Development Process at WSDOT - The matrix is
foundational to seasoned project managers, project teams, staff, and our consultant
partners. The matrix offers additional value as a guide for staff learning how to
complete a WSDOT project.
This tool is used to help plan and execute work for project development. The matrix
offers Quality Control, Quality Assurance and Quality Verification benefits. The matrix
helps team readiness for project reviews and organizes the project development
process as follows:
Planning (corridor sketch strategies) For some projects, a “pre-design”
Scoping phase may be used if needed to
validate the scope.
Project Management Plan Development (endorse) See: Project Delivery Memo #19-03 -
Geometric design review / design approval (~ 30% design level) BOD & Pre-design Implementation

Constructability review (~60 design level)

Pre-contract review (~90% design level)
Contract documents ready (~100% design level)
Contract ad and award
PE Phase Close Out

Deliverables Expectation Matrix

Master Deliverable List (MDL)

Project Management Guide

Target Audience for the Deliverables Expectations Matrix includes…

project teams new designers subject matter experts traffic

consultants design design-builders specialty firms

Page 2 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]

Scoping Contract documents ready

project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
1. Timeline actions project profile informs Identify team members design criteria final major design elements deliverables substantially Region PS&E review WSDOT publicly solicits organized cessation of
and purpose scoping and design start; • consultants, wsdot staff, or combination design decisions completed complete (typically, 10 weeks). bids from contractors to activities; transition work
begin Basis of Design • core team members design approval underground & overhead construct the project. or staff
with initial baseline • extended team members Design Manual Ch. 300 conflicts identified document to reviewers
project need • roles and responsibilities Basis of Design complete resolve conflicts: utilities, Archive required records
project endorsement drainage, etc.
design criteria draft review constructability
assumptions 3D modeling complete
deliverable requirements project delivery method
2. Project corridor level vision Design Manual 305
Quality
Management PMP & work plan (DBE goals) Control – actions at the production level to deliver the desired quality and professional services.
Project Kickoff (initiate & align worksheet) Assurance – actions to ensure prudent quality control procedures are in place. Official closure and handoff
Baseline schedule and Budget Verification – actions to ensure a Quality Management Plan (QMP) was implemented and followed. Lessons learned
Risk Management Plan recognized accomplishments
Constructability
Communication plan Goals of Constructability organized end of design activities
Change management plan • Maximize ease with which a project is constructed while maintaining quality, standards, and meeting transition of work or staff
Quality Management Plan (QA, QC, QV) expectations. documentation per retention requirements
Endorsement • Integrate construction expertise into the design to optimize efficiency during construction.
Executing work • Ensure design is environmentally and socially responsible and continues during construction.
3. Cost Estimates Basis of Estimate updated estimate & basis Begin item by item Estimate item quantities Check that all items are engineer’s estimate at ad
Preliminary cost estimate Budget assumptions communicated Project Estimate and unit costs. included and correct.
developed for Project Determine if project needs: Value Engineering
(update basis of estimate) (update basis of estimate) (update basis of estimate) Verify that all items are
Definition R/W Project Funding included and correct.
and/or Risk Assessment
Estimate completed updated estimate & basis Cost estimate completed (final basis of estimate)
updated estimate & basis
Pay groups and pay items with below the line
determined items. Summary of
quantities completed, Construction estimate
item prices determined, finalized

lump sum cost detail

completed
4. Environmental Identify and confirm level of required environmental documentation. Coordination with Coordination with Coordination with Coordination with
Review, Environmental Review Verify permits and documentation needed agencies agencies agencies agencies
Permitting, & Summary completed.
Documentation Environmental budget and schedule submittal NEPA/SEPA compliance NEPA/SEPA Compliance NEPA/SEPA compliance NEPA/SEPA Compliance
documentation documentation documentation documentation
Agreement on Area of Potential Affect for Section
106 and Action Area for ESA
Environmental Permit Environmental Permit
coordination with agencies
Applications Applications
Environmental surveys of project footprint

Complete necessary Env docs and permits to

complete Geotech work

Page 3 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
5. Cost Risk Estimating Early determination of Project Risk Assessment process steps are built into Status of project risks. Status of project risks. Status of project risks. Prepare summary of Transfer summary of
Management project needs for project the project management plan, work schedule and Update analysis if needed. Update analysis if needed. Update analysis if needed. project risk status. project risk status to
risk assessment: scope of work. construction office.
Cost Risk Assessment, Review the Project Risk Management Guide.
CRA or Cost Estimate milestones for Scope, Schedule and Estimate are used
Validation Process, CEVP. to inform the timing of activities for project risk
assessment. This includes updates.
Establish milestones for cost risk assessment prep
meetings and activities, workshop(s), and post
workshop activities in the project schedule.
Schedule Risk monitoring and control activities.
6. Value Engineering Early determination of Review the Value Engineering chapter of the Design Value Engineering Implementation of Value Follow-up and follow- Prepare summary of
benefit of Value Manual. Value Engineering is an effective process for workshop. Engineering through of value value engineering
Engineering for the ensuring Practical Design. Value Engineering activities recommendations. engineering recommendations as
project. are built into the project schedule. recommendations. implemented into the
final design.

7. Pavement Scoping Level Pavement Scoping Level Pavement Design reviewed Region Draft Pavement Type Pavement Type Selection Final Pavement Design Pavement Repair
Design Report materials Pavement Design Report requested Selection completed submitted to Pavement Report with Region quantities and locations
completed, including: Preliminary Pavement Type Selection Completed Office for Final Approval stamp and Pavement reviewed with
o WSPMS/Historical Draft Pavement Design Office signed Construction PEO for
Data/Maintenance Input Field and Core Investigation completed Report approved by Draft Pavement Design concurrence to Region verification of field
o Projected Traffic Region, (sent to Pavement Report completed for Plan Review accuracy
Type/Usage Draft Pavement Design Report completed Office for concurrence)
o Existing Final Pavement Design
Conditions/Primary Document stamped by
Deterioration Region and forwarded to
o HATS Pavement Office for
o Pavement Policy signed concurrence

Page 4 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
8. Utilities and Potential utility Utilities within the project limits notified. Utility Conflict Report & Utility conflicts Utility Relocation Plan Utility relocation work
Railroad relocations identified Plan with as-built info. confirmed and relocation information and completed, or timeline
Washington Utilities Transportation Commission Preliminary Utility letters sent to Utilities. specifications established
Responsibility for costs (WUTC) permit application for railroad crossings conflicts identified. incorporated in PS&E.
established submitted Utility Object Relocation Utility relocation meeting
Utility As-Builts requested. Record-UORR sent to held. Letters of Understanding
Utilities. issued to Utilities
Railroad (RR) issues identified. Utility Relocation Plans requiring relocation.
Project Overview Meet and schedules obtained.
Relocation cost responsibility defined. w/Utility Owners Utility, service, and
Utility Quality Level C & D Utility and railroad railroad agreements
Franchise and permit documentation collected. completed. agreements completed completed.
Determine need for
Utility relocation strategy for project established. Subsurface Utility Utility Franchise/Permit Utility relocation and
Engineering, SUE Utility obtained. schedule monitored, and
Quality Level A & B. coordination completed.
Relocation plans/schedule Finalize utility
request from Utilities. agreements (costs Construction and
Franchise/Permit process responsibility estimate Maintenance Agreement
initiated; cost recovery complete) completed.
accounts initiated.
Utility property rights
verified.
Railroad standard
Construction
Maintenance Agreement
(CMA) obtained
Dig once – broadband
utilities
9. Access Define existing access Identify affected abutters for access report and Access Hearing Plan New Limited Right of
limited/managed status; managed access hearings. and hearing process Way Limited Access Plan
DM 520, 530, 540, 550, and/or limited access
1103 A choice to change Determine if an access hearing is required. Findings and Order Plan
M 210 (hearings) current or planned
access is to be consistent Evaluate access connections and identify Appeal Period
with the contextual improvements.
Limited access

information, desired Limited Access Change Resume

performance targets, and Access hearing required or notice of
modal priorities. DM opportunity for a hearing.
1103. Evaluate Access
Master plan - determine Access hearing
most appropriate access Access Report and Access Report Plan
control. Document in prehearing packet
BOD Section 3.
Identify general project
impacts to access.

Page 5 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
Review grandfathered approaches and existing Managed Access Control Note: Managed Access

Managed Access
permitted approaches. Permits in the RAMPS connections are not
Evaluate access connections and identify database, reviewed, and noted on the Right-Of-
improvements. Is it appropriate to combine or updated. Way plans. There is no
close connections and reduce traffic conflicts? RAMPS = Roadway Access Right-Of-Way plan
Management Permit System change unless WSDOT
requires Right-Of-Way.
10. Real Estate Project identifies property Early Involvement Title Reports Acquisition Process Begins Ongoing Acquisition and ROW Acquisition Complete Certification Property Information
Services required for public facility, RES assists in minimizing ROW costs, estimating acquisition Required from others: Required information from Relocation Deliverable: Required from others: Package
including square footage, schedule, defining route locations and acquisition areas, • Request for title reports others: Required information from • Necessary property rights • Project must obtain, Deliverable:
Right of Way access rights, easements, and determines possible problems, risks, and solutions. for identified parcels 1) Approved Right of Way others: are acquired utility, railroad, haul road, • Copy of ROW Certification
Manual, Ch 3, 6, temporary easement, and including project limits Plans • Allow RES the opportunity • Relocation requirements detour routes, turnback • Copies of property rights
12, 17**; DM 510 any property impacts. Cost and Schedule and/or draft plans 2) Final Environmental to review PS&E package for are met and occupants agreements, local agency documents including deeds,
Heather Lindstrom Required from others: Documentation certification purposes* vacated agreements, and provide easements, and possession
Project must consider, with Deliverable: 3) RW Phase funded (work • Vacate inspections copies to RES for and use agreements
Kevin Workman RES engagement, significant
• Draft work limits - Survey/plans/exhibits
• Scope of work • Title Reports provided to order approved) completed certification • Copies of permits
right of way elements, • Draft schedule project office and Right of • Encroachments cleared • Copies of construction
including Relocation Way Plans office • Demolition may occur Deliverable: memorandums
planning, functional Deliverable: RES activities: Right of Way Certification
replacement if property is Any changes to the
• Preliminary acquisition schedule estimate Cost and Schedule • Valuations started. approved (must be
publicly owned, 4f, 6f, property requirements will
• Pre-scoping cost estimates based on project size, location, Required from others: • Written offers to property completed 30 days prior to
Railroad, Federal, and State force the acquisition
known elements & historical costs. • Reds/greens from Right of owners upon receipt of ad date)
acquisitions. process to start over
Way Plans office valuations.
resulting in significant
Acquire Environmental permits • Relocation activities
Lack of early engagement delays. This is a legal
(See Environmental #4) for cultural resources, Geotech, Deliverable: requirement. The ROW
tends to result in delays and • ROW cost estimates from
environmental assessments. plan will need to be
additional unanticipated RES (project funding
expenses. updated, valuations
Required from others: estimates (PFE)) updated, and new written
• Property information • Updated acquisition offers will need to be made
• Timing schedule to the property owner with
• Detail of work being requested the negotiation period
RES activities: starting over. Cost and
Deliverable: • Performs field inspections schedule will need to be
• Fully executed and paid permit as appropriate updated.
• Relocation Plan
completed
• Introductory letter to
property owners
• Attend open house
• Attend access hearing
• Examine title reports

Page 6 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
11. Right-Of-Way Property required for a Real Estate Services assists in minimizing right of way Plan development: Confirm status of right of Right-of-way acquisitions
public facility, includes costs, defining route locations and acquisition areas, “red line R/W plan” way acquisition. complete.
Right of Way Manual, square footage, access and determining potential problems and possible
Chapter 6 rights, easements, and solutions. R/W cost estimates made • Examine Title reports.
any property impacts. by Real Estate Services. • Add easements to right
Design Manual 510 Appraisals and Acquisition information of way and limited access
Consider significant right Request title reports for plan.
of way elements in identified right of way
accordance with the parcels. • Obtain utility, railroad,
Right of Way Manual. haul road, detour routes,
Real Estate Services or other essential
performs field agreements. Utilities
inspections as Manual and the
appropriate. Agreements Manual.
• Plan right of way
acquisition, disposal, and
maintenance.
• Plan easements and
obtain permits (to
accommodate activities
outside of the right of
way).
12. Community multimodal, multiagency, community engagement plan complete Investigate design Investigate design Community engagement
Engagement multidisciplinary concepts that concepts that ideas fully implemented
engagement concept confirm need & context Incorporate community Incorporate community into contract plans
team launch Design controls feedback feedback
create stakeholders list Alternatives Analysis
get input from region preferred alternative
communications Elements/Dimensions
Identified
Dimensioned
Context Management Section 1 and 2 of the BOD complete. Baseline and All sections of BOD If a separate Design Project Development Design Documentation Design documentation
Assessment Report contextual needs including performance metrics and complete and BOD Approval is necessary, it Approval complete or Package complete transferred to
(CMAR) complete targets. Context determined. approved should be completed in combined Design construction project
13. Design
Section 3 and 4 in draft form circulated for this phase. Approval/Project office.
Documentation BOD initiated concurrence. Development Approval
Design Analysis complete.
completed.
14. Roadway Project limits identified Design criteria and Typical roadway All horizontal & vertical All geometric plans Final Plans for PS&E
Geometrics and parameters approved section(s) completed; alignments & completed (alignment, contract
Plans Affected alignments identified Preliminary footprint station to station superelevations profiles, roadway
designed roadway geometrics, completed sections, interchange
New versus existing alignment surfacing type & depth, contours, site
slope information, Design Analysis approved preparation, road
Target speed guardrail, vertical cut approach plans, etc.)
locations, and DDP updated as required
Preliminary design criteria established construction notes Design compared to
Mainline and major endorsed design criteria/
horizontal, & vertical parameters
alignments, and
superelevations designed

Page 7 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
15. Channelization Intersection Control Analysis (ICA) approved (if not Roundabout Geometric Design Analysis All plans completed
and Pavement already complete in scoping) Design Peer Review submitted and approved Approved Channelization
Marking Plans complete. Intersection plans for Plan verified for
Intersection Plans for approval complete consistency with
Approval submitted for pavement marking plans
review. and specifications

Signal permits
completed.
Striping material
selected.
16. Hydraulics & Drainage needs identified Stormwater Management requirements identified Stormwater 60% check-in / Hydraulic Hydraulic Report Final
Storm water in accordance with Management strategies, Report Checklist approved verified for
Maintenance and Design criteria identified including locations for TS&L of drainage consistency with plans
see Temporary Erosion Regional Hydraulics Water quality requirements identified treatment and/or flow facilities determined and specifications
and Sediment Control control, identified (to
Stormwater Retrofit Cost-Effectiveness and Feasibility meet hydraulic and draft Hydraulic Report, Stormwater details
(TESC) - Document needs
(RCEF) Phase I Analysis complete stormwater completed
requirements) - Existing basins & flows
Confirm specific criteria for: for anticipated Threshold As a result of previous
- Fish Passage Sensitive Area Discharge Areas Stormwater RCEF
- Chronic Env Deficiency Documentation - Identify Minimum -- analysis, if applicable,
- Major Drainage completed (Water Requirements from transfer stormwater
- Bridge Scour/ replacement Resource Inventory). Highway Runoff Manual retrofit funds to the I-4
Stormwater (HRM). Subprogram, Stormwater
Management Strategy Hydraulics Report Retrofit Category
endorsed by region or submitted to region for
HQ hydraulics engineer review and approval Final Hydraulic Design,
i.e., stream design
Hydraulic Report
Submitted
Preliminary Stormwater
Management options to
identify R/W needs
completed
Preliminary Hydraulics
Design, i.e., stream
design
Stormwater RCEF Phase
II Analysis complete
17. Survey & Mapping LIDAR or existing aerial Project survey requirements finalized, including areas Design level mapping Mapping of new roadway DNR Permits to Destroy Preliminary construction
photos or other that may be outside roadway corridor improvements. completed Record of features completed Field Monuments obtained staking data completed
preliminary information. Survey completed and review of proposed
Project survey control completed Cadastral survey filed Right of Way plan features completed
performed. Topographic Survey complete. completed and approved
Relocation plan
completed

Page 8 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
18. Structures Determine needed Structural Input for Structural Participation in Refer to Deliverables in Refer to Deliverables in Refer to Deliverables in Refer to Deliverables in Submittal = End of Phase:
(Bridges, Retaining structure and/or geotech Environmental Agency Coordination the Structural Matrix the Structural Matrix the Structural Matrix the Structural Matrix Bridge Load Rating
Walls, Noise Walls, work. Documentation and “Bridge Preliminary Plan” “Constructability Review “PS&E Review Set” “Signed PS&E Set”
high mast lighting, sign Permits Finalize Scope of Work Set”
Square footage cost Agreements Required Information Required Information Submittal: Signed PS&E
structures)
estimates of structures Begin Coordination: from Others: Required Information from Others (6 weeks Set (2 weeks prior to End
Also, refer to “Structural
project scope, • Structure Site Data from Others (4 weeks prior to submittal): of Phase)
Submittal Expectations
preservation activities, • Preliminary Hydraulic prior to submittal): • Final Geotechnical
Matrix”.
construction staging, Design (PHD) • Geotechnical Recommendations
layout and span lengths, • Geotechnical Information for Bridge • Final Hydraulics
design constraints, Information for Bridge Substructure Design Design (FHD)
seismic operational Preliminary Plan • Draft Bridge Scour
classification Recommendations
Submittal: Draft Bridge Submittal = End of Phase
Submittal: TS&L (when Preliminary Plan Submittal: Document: PS&E Review
required) Constructability Review Set
End of Phase Document: Set
Approved Bridge
Preliminary Plan End of Phase Document:
Finalized Comment
Resolution Form
19. Illumination, Establish required light Coordinate with signal operations for any proposed As-built information Box/vault, cabinet, and All notes and schedules Final plans complete.
Signals, and ITS levels (roadway and new or modified traffic signal systems. Signal collected and verified on- conduit layout complete. complete, including Service agreements
pedestrian classification). operations will develop signal-phasing plan(s) as part site with maintenance. Wiring / network (fiber) review and approval of complete.
of signal system analysis. Start speed study for diagram complete. supporting calculations.
Illumination Light Level
Determine ITS needs and existing intersections.
Analysis complete.
preliminary equipment Signal display and Supporting detail plans
locations. Begin collection of as-built data for existing locations. Signal phasing plan detection laid out and complete.
complete. Preliminary identified.
signal plan approved. Provide service
Pole locations provided to Provide data to Bridge agreement requests
and Structures Office for (power or
design for coordination of
any special design communications) to
grading and drainage
equipment or utilities office for
Confirm lateral bearing
foundations. processing.
pressure design for poles
Wind load charts for signal
standards
Contact structural designer
for poles mounted on
structures.
Determine preliminary
utility connections (power
or communications) and
initiate coordination with
serving utilities.
20. Geotechnical Scoping level cost Support for TS&L Required Information Required Information Required Information Required Information Required Information End of Phase Document: Project close out &
Recommendations estimate for from Others: from Others: from Others: from Others: from Others: • Decommissioning of transition to
project/workforce Submittal: • PMP • Project Site Data. • Approved Bridge • Final Hydraulic Design • PS&E Review Set wells Construction support
planning, based on TS&L (when required) • Work Request o Mainline and major Preliminary Plan (FHD)
project size, location, • Scope of Work horizontal & vertical • Roadway sections Submittal:
known elements & Agreement alignments • Draft Bridge Scour End of Phase Document: • PS&E review
historical costs. • Draft Schedule Recommendations comments
Page 9 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
o Typical roadway • Survey Borehole • Final Geotechnical
Submittal: section(s) locations Recommendations End of Phase Document:
Cost estimate provided, o TS&L of all Structures (Report/Memorandum) • Summary of
based on project size, o Wall Site Data Submittal: Geotechnical
location, known o Hydraulic/Storm • Field Exploration Plan Conditions
elements & historical water features & utility locates
costs. • Field Exploration • Soils Data to
Clearances, ROE, and Hydraulics
End of Phase Document: cultural resources. • Geotechnical
• PMP endorsement • Preliminary Hydraulic Information for Bridge
• Scope of Work Design (PHD) Sub-Structure Design
agreements initiated Submittal:
• Draft Schedule • Geotechnical
Information for Bridge
Preliminary Plan
• Drilling Exhibit for ESA
End of Phase Document:
• Final SOW Agreement
• Final Cost estimate &
Schedule
Basic traffic control Preliminary Traffic TMP showing Final TMP completed. TMP, including traffic
21. Work Zone Traffic strategies & alternatives Management Plan/Traffic construction sequence Final detour plans control plans completed
Control identified. Projects of Control Plan and staging completed completed and associated Specials
significance must have approved
Traffic Management Plan
(TMP) scoped.
• Scoping level • Operations analysis scope determined Operations analysis Assumptions and
22. Traffic Analysis operational analysis • Traffic data collected complete. conclusions in
Operations Analysis complete for • Perform Operations Analysis ARR complete Operations Analysis
alternatives • Intersection Control Evaluation (ICE) approved (note: the ARR was previously verified for consistency
Access Revision Report known as the Interchange
consideration (if not already complete in scoping) with design.
(ARR) Justification Report, IJR).

23. Safety Analysis Reference Safety Analysis Gather data necessary for Safety Analysis. Safety Analysis complete. Assumptions and
Crash Analysis Report Guide for what will be Perform Safety Analysis conclusions in Safety
(CAR) needed for safety Analysis verified for
analysis for the funding consistency with design.
program.

CAR is complete if
funded from the Collision
Reduction program.

Page 10 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
24. Signing • Contact Region Traffic Office to discuss • Existing signs to reuse • Visual standards for • Updated Sign
scheduling, scope of project, and needed and relocate defined corridor coordinated Design Plan Sheets
information for sign design • Existing sign inventory with Landscape (Sign Specification
• Gather and deliver signing information to the complete (include Architect Sheets – Removal,
Traffic Office electrical items for sign • Signing plans, notes, Relocation, &
lighting, flashing sign specifications Roadside Sign
beacons, or completed Structures; Sign
variable/dynamic • Conflicts with Plans; Sign Details)
message signs) illumination, camera • Overhead Sign
• Potential conflicts poles, and/or signal Structure Plan
between light features, drainage or Sheets completed
standards, camera utilities identified • Update Lump Sum
poles, and signal poles • Coordination with Estimate
with signs identified luminaires on
• Requests for sign structures or walls
structures submitted to identified and
HQ Bridge and mounting/foundation
Structures details completed
• Preliminary Guide Sign • Updated Lump Sum
Plan developed Estimate
• Preliminary Lump Sum • Utility Agreement and
Estimate calculated Utility Relocation
Requests submitted
• Sign layout complete,
include overhead signs
25. Temporary Erosion Extent of anticipated Type of TESC plan identified – full TESC Plan vs. Locations of disturbance Preliminary TESC Plan Preliminary TESC Plan Preliminary TESC Plan, Contractor signs TOC and Temporary Erosion and
and Sediment ground disturbance Abbreviated TESC Plan/TESC Memo and BMPs identified for developed and reviewed finalized and accepted partially completed sends back to WSDOT Sediment Control (TESC)
Control (TESC) identified TESC Planning by Region Environmental Transfer of Coverage WSDOT State
Project timing/duration determined & Construction Bid items, Special (TOC) forms, and CSWGP Construction Engineer
Need for environmental Preliminary Grading provisions identified added to contract and signs TOC form
permits identified Plans developed Cut and fill lines sent to Contract Ad &
(including but not limited identified CSWGP NOI submitted Award Contract Administration
to NPDES) Streams/water bodies and Payments Section
and other sensitive areas Clearing limits identified (CAPS) adds “Specific
Preliminary identification finalized for Construction Date of Transfer” and
of specific site conditions Stormwater General mails final TOC form to
(sensitive areas, Permit (CSWGP) Notice Ecology
contamination, etc.) and of Intent (NOI) and TESC Contractor either accepts
potential environmental planning TESC Plan (and modifies)
commitments or develops their own

Environmental Review Contractor develops S

Summary (ERS) Spill Prevention, Control,
developed and submitted and Countermeasure
to Region Environmental (SPCC) Plan as a Type 2
for review and comment working drawing and
submits to WSDOT for
review/acceptance

Page 11 of 12
deliverables expectations matrix_2023-[Link]
 deliverables expectations matrix_2023-[Link]
Scoping Contract documents ready
project management plan development geometric design review constructability review pre-contract review Contract Ad and Award PE phase Close Out
(final review)
corridor sketch / planning study endorse ~30% ~60% ~90% 100% bid letting transition to construction
26. Specifications Start writing specials for Specifications Specifications run list Approved Specifications
non-standard bid items. preliminary run list completed included in PS&E
completed
All special provisions
submitted for review and
approval.

Specialty groups
specifications and special
provisions completed Pay
groups and pay items
determined
27. Maintenance Include nearest Ensure initial planning considers maintainability, Verify guardrail design Review previously Allow Maintenance the Ensure plan sets are • Include asset owner’s
Maintenance life cycle costs, and accessibility for maintenance type considers: discussed opportunity to review received by all manuals and notes
Operations Area to operations after project completion. Meet to • maintainability maintenance and the PS&E Package for Maintenance offices needed for as-builds.
ensure initial planning discuss current issues with: • material costs and operations (M&O) maintainability to involved in the process.
optimizes • Pavement accessibility items: maximize the life cycle of Maintenance needs to
maintainability to • Utilities • limit exposure for • Pavement all highway features receive any changes that
maximize life cycle • Right-Of- Way traffic control • Utilities, within the project. occurred during
costs of all features • Hydraulics and Storm water • Right-Of-Way design/construction for
for maintenance • Structures Hydraulics asset management
operations after • Drainage • Roadway Geometrics purposes.
project completion. • Safety • Plans
Meet to discuss • Structures
current Ensure that the environmental impacts to • Drainage
• Pavement Maintenance concerns have been documented and • Safety items
• Utilities are part of the completed Environmental Review
• Right-Of- Way Summary.
• Hydraulics
• Structures
• Drainage
• Safety

Identify how the

planning may affect
existing assets. Establish
whether the scoping will
have budgetary impacts
to the Maintenance
Operations forces after
project completion.
See Pavement Policy
(section 7.5).

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deliverables expectations matrix_2023-[Link]