applying for a utility permit · proposed project on the map. scroll the mouse wheel up to zoom in...

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1 Applying for a Utility Permit Enter ePASS Montana Open a Chrome browser and type in the URL http://mdtupas.com. Click on the link Access this service using ePass.

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Page 1: Applying for a Utility Permit · proposed project on the map. Scroll the mouse wheel up to zoom in or down to zoom out. By clicking and holding the left mouse button, you can drag

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Applying for a Utility Permit Enter ePASS Montana Open a Chrome browser and type in the URL http://mdtupas.com. Click on the link Access this service using ePass.

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Sign-in to MDT’s Utility Permit Administration System (UPAS) If you do not have an ePass Montana account, click on the link (1) to create one. Otherwise, click the Login button.

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When setting up an ePass Montana account, fill in the required information, as shown on the next two screen captures.

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After filling in the requested information for an ePass Montana account, click Save Changes. ePass Montana will notify you by email when your account has been activated.

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When you log in to ePass Montana, enter your ePass Username and Password, then click the Login button.

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Once Successfully signed in, you will see the home screen with three menus: Applications, Companies/Owners, and Organizational Units.

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Create an Application for a Utility Permit Click on Applications. Select and click New Application

UPAS shows two categories of applications. Select and click Utility Permits

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Click CREATE to start a new Utility Permit application

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Enter Project Information Click the menu drop-down arrow (1) and select the name of the Permit Applicant. If the Permit (Utility) Owner is the same as the applicant check the box (2). Otherwise click the menu drop down arrow (3) and select the name of the Owner. Enter a Title (4) for your project. Choose a name that will later enable you to easily identify the permit (from a list of permits) for the project. If your project is being done as part of an MDT project, enter an MDT issued Work Order Number or PIN (5). If you have an existing permit or prior rights agreement for utilities within the project, enter the permit or agreement number in the Reference Code (6). Enter a personal/company project code (7) if desired. If others will be working on this application, check the box (8), select an organizational Unit (if applicable) and/or select individuals by typing in their email address in the search box and selecting them (shown on next page). If this permit is linked to another permit, check the box (9) and select the permit that is linked. When finished, click CREATE NEW APPLICATION.

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Select authorized users to work on this application Check the box for an authorized user group (1), or type in the authorized users’ email addresses (2). Users must first be registered in UPAS in order to select them.

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After entering Project Information, this screen appears. Click START HERE on the top left to proceed.

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This screen appears. Click the Layers button (1) to select or de-select GIS layers from displaying on the map. Use the mouse to center and view your proposed project on the map. Scroll the mouse wheel up to zoom in or down to zoom out. By clicking and holding the left mouse button, you can drag the map. You may also use the Search function (2) by typing in the name of the route. After the proposed project area is centered on the map, click on the Draw Extent Box in the upper right (3). Position the cursor on the map, click, hold and drag the cursor to create a rectangle defining the project boundary. Enter a name for your project (4) and a description (5), then click NEXT.

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Click SUBMIT to request utility as-built data within the proposed project boundary. UPAS lets you know the request was submitted.

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If UPAS does not have any existing utility as-built data within the proposed project boundary, the status will automatically change to “Project Boundary Automatically Approved” (1). Otherwise, MDT will review your request for utility as-built data within the proposed project boundary and either approve the request or ask for additional information. You will receive an email notification when MDT completes its review and you can access utility as-built data within your requested Project Boundary. To continue, click START HERE (2) to continue the application process.

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UPAS directs you to draw the proposed utility alignment (running line) or components (i.e. valves) on the map, or to import data by right clicking the red Layers (1) node on the tree to import your alignment.

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To draw the alignment on the map, click on the line segment drawing tool (1). Next click points on the map to draw the proposed utility alignment (running line), shown in blue. Double click the last point to finish. UPAS then displays the select utility attributes menu on the left. Click on the drop-down arrows and select the appropriate attributes for your proposed installation. Enter a numerical value where required (2). When finished adding attributes click the X button (3) to close the data panel. When finished adding proposed design data hit the NEXT (4) button to continue with the application.

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Importing Utility Alignment (Design) To import data right click on the red Layers (1) node on the application tree and select Import Data (2).

Click Choose File for the file type (either CSV or SHP) to import and click NEXT.

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Importing CSV Importing a CSV file requires setting up the CSV file with the following minimum data field headers:

LineFCode LineFCode stands for “Line - Feature Code” and is used to identify and chain linear or connected features. UPAS uses Point ID and the LineFCode to chain together features with the same code in order of Point IDs. If importing multiple lines, each line needs to be identified with a unique numeric value(LineFCode), so the system knows which points to chain together for each individual line.

PointFCode PointFCode stands for “Point – Feature Code” and is used to identify point features or non-linear features such as valve access points, poles, etc.

If the headers are properly named, the data will automatically map to the correct UPAS fields. If headers are not named as shown, they can be manually mapped to the correct UPAS fields by selecting the appropriate field from the dropdown list as shown below:

CSV Header/Field Definition

Point ID The point ID is used to put any features that are chained together in the proper sequence (not needed in Shapefile import)

Easting The easting of the point(s) in Montana State Plane, NAD83 (2011). Units of measure are US survey feet (not needed in Shapefile import)

Northing The northing of the point(s) in Montana State Plane, NAD83 (2011). Units of measure are US survey feet.

UtilType Utility type of the proposed utility; Communications, Electric, etc.

LineFCode The MDT survey code that corresponds to the utility design for linear or connected components. (see below for further explanation)

PointFCode The MDT survey code that corresponds to the utility design for point features. (see below for more information)

CSV Headers and Shapefile Fields

Point ID Northing Easting LineFCode PointFCode UtilType

CSV and Shapefile Headers Mapped to ULDR Fields

↓ ↓ ↓ ↓ ↓ ↓

Survey Feature Name Northing Easting Line Feature Code Point Feature Code Utility Type

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In this example UPAS did not recognize the header “Line Code”.

To map CSV headers, click the drop-down arrow under each header that did not get mapped (Line Code) (1), and select the appropriate UPAS field (Line - Feature Code) (2).

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Once the headers have been mapped to the proper fields, click IMPORT (1) to import data. After data are imported, they will need to be attributed. See the section Adding Attributes After Importing for how to add component attributes.

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Importing Shapefiles

Importing Shapefiles is similar to CSV however ther are some differences. Shapefiles (multiple file extensions), must all be zipped together. Depending on the software used, additional files may be created. These files can also be included in the zipped file. Minimum required files are:

File Extension Definition .shp Main file that sorts the shapefile geometry. You can only import one shapefile

geometry type (lines or points) at a time. .shx Index file that sorts the order of linear connections. .dbf dBase table that stores the attribute information. .prj File that stores the coordinate system information. For MDT this is Montana State

Plane, NAD83 (2011)

Coordinates of points along a line or individual points are embedded in the *.shp file. Since the coordinates are embedded in the file it is not necessary to create an Easting or Northing field in the Shapefile.

In additiona, the only field that needs to be mapped is the Line Feature Code or the Point Feature Code. An example Shapefile attribute table with required headers is shown below. Note: this example is for a lineal feature so only the Line Feature Code (LineCode) is populated.

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After right clicking on the red Layers (1) node on the tree and selecting Import Data (2), click Choose File (3) (UPLOAD SHAPE (.ZIP)…) to start the import process. Navigate to locate the zipped file, select the file and click the NEXT (4) button to continue. Check that the fields mapped properly. If not use the dropdown list to map the Shapefile header to the appropriate UPAS field and click IMPORT (5) to import the data.

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Adding Attributes After Importing a CSV or Shapefile The method of adding attributes after importing CSV or Shapefiles is different from the method used when drawing the proposed alignment on the map. To add attributes, first select the imported design component by clicking on it. After clicking on the component (1), it will be highlighted (in blue) and the EDIT FEATURE LINE (2) function is made available. Click on the EDIT FEATURE LINE button to add component attributes. Then add attributes as shown.

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NOTE: Be careful to only select the line or point features you want to edit. When clicking on the line, UPAS may pick up Feature Points and the Survey Points along the line. All selected features are shown in row boxes at the bottom of the screen. To edit only the line (Features Line), deselect the other items (Surveys and Features Point) by clicking the X (1) in the upper right-hand corner of the row box, or clicking the ON/OFF (2) switch on the lower left corner side of the row box:

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Enter required utility attributes (shown with a red outline) using the drop-down menus to select a value or by keying in numerical values. Note: after required attributes have been entered the red outline no longer displays.

When all fields have been entered, click the SAVE button at the top or bottom of the screen to save the component attributes and proceed.

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After clicking SAVE, UPAS displays a summary of the application with an active CREATE NEW PERMIT WORKFLOW button. If you are done adding components and attributes, click on CREATE NEW PERMIT WORKFLOW to answer screening questions.

If you have additional components click on X (1) in the upper right-hand corner of the screen to add additional components and attributes as described above.

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Screening Questions – Legal Basis for Existing Utilities within MDT Right-of-Way The UPAS Wizard guides you through a series of questions. To answer a question, click the radio button to the right of the answer. Follow up questions are determined based on how prior questions are answered. Located at the bottom of each screen are Previous and Next buttons, which allow you to go back to the previous screen or proceed to the next screen.

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If you have an occupancy agreement or encroachment permit for existing utilities installed in MDT right-of-way, UPAS prompts you to enter an agreement/permit number and attach a copy of the agreement/permit. Then click NEXT.

If you do not have an occupancy agreement or encroachment permit (neither) for existing utilities installed in MDT right-of-way, UPAS will ask you if you have an easement.

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Clicking yes (having own easement) expands the screen for additional information. Answer whether you have a Common Use Agreement. Describe the easement and upload all supporting documents in a single pdf file. Then click NEXT.

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If you checked YES (have a Common Use Agreement), enter an agreement number and upload a copy of the Common Use Agreement in a single pdf. Then click NEXT.

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If you clicked NO (Do you have your own easement?), answer the next question, “Do you have Prior Rights?”

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If you clicked YES (Do you have Prior Rights?), type in a description of your prior rights and upload supporting documents in a single pdf file. Then click NEXT.

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If you click NO (Do you have Prior Rights?), and click NEXT, UPAS advances you to complete questions about traffic impacts.

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Screening Questions – Traffic Impacts After successfully completing the Wizard questions about rights to occupy MDT right-of-way, the Wizard then asks questions about traffic impacts. Check the appropriate radio button YES or NO, then click NEXT.

If you clicked YES (Is all the proposed work behind barrier or curb?) the Wizard advances you to the next set of questions.

If you clicked NO (Is all the proposed work behind barrier or curb?) the Wizard then asks if any proposed work is within the pavement area. Check the appropriate radio button YES or NO, then click NEXT.

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If you clicked YES (Is any of the proposed work within the pavement area?), upload a traffic control plan in a single pdf., then click NEXT. The Wizard advances you to the next set of questions. If you do not upload a traffic control plan UPAS prompts you to upload it.

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If you clicked the NO radio button (Is any of the proposed work within the pavement area?), check the appropriate radio button and click NEXT. The Wizard advances you to the next set of questions.

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Environmental Checklist UPAS directs you to complete MDT’s Environmental Checklist. Answer each question by clicking the radio button to the right of the answer. If you click yes, please enter an explanation in the comments box. You may add comments to any question by clicking the Comments radio button. When finished click NEXT.

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Continue answering questions on MDT’s Environmental Checklist. Attach all required documents by clicking on CHOOSE FILE and selecting the documents from your computer. When finished click NEXT.

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Enter a detailed description of the proposed work, then click NEXT.

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Screening Questions –Emergency Contact UPAS asks you to identify an emergency contact. Click on the Edit button under Action

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From this screen make sure the Role (1) is set to “EMERGENCY CONTACT”. Click the Contact drop down arrow and select a contact (2). The Wizard adds the emergency name and phone number to the line. If this is correct click UPDATE (3)

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The screen changes to show the selected emergency contact (highlighted) on the Qualification list. Additional contacts can be added by clicking on ADD CONTACT. When finished click NEXT.

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Creating a New Contact If your Emergency Contact is not in the dropdown list, click CREATE, then click INDIVIDUAL.

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Fill in the required contact information under all 3 tabs and click SAVE. The individual should be available in the dropdown list. Repeat the above steps to select the new Emergency contact and click NEXT.

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Timeframe The Wizard then asks for a proposed schedule of work. Enter the Execution Period by clicking on the From / To box.

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Use the calendar tool to set the start and end dates. Click on the calendar start date, click again on the end date, then click APPLY (1). To change selected dates, click CLEAR (2). Enter the number of working days. Enter notes or comments to assist MDT in its review. When finished, click NEXT.

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Complete additional screening questions by clicking the radio button to the right of the answer. If you answer yes, you will be asked for additional information and to upload files. Follow UPAS instructions for additional information. When done, click NEXT.

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Now that the application questions are complete. UPAS directs you to draw the limits that will be occupied during construction using the available map drawing tools. Click OK to proceed.

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Draw Construction Limits The map will be centered on and display your previously entered proposed project boundaries in red (1) (used to request as-built data). The proposed utility alignment (running line) is also visible (2). Scroll the mouse wheel up to zoom in or down to zoom out. By clicking and holding the left mouse button, you can drag the map. Click the Layers button (3) to select or de-select GIS layers from displaying on the map. Drawing tools are in the top right corner (4) and can be selected or deselected by clicking on the icon.

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Drawing Tools Description

Tool Functions Click on a tool to activate or deactivate it. When a tool is active, the box around the tool is shaded gray.

CADD Tools – used to show snap lines and points (defining distance in pixels) for snapping objects. Clicking on the tool brings up the menu. Clicking it again turns off the menu.

Draw Point – used to draw point features. Clicking on the tool turns the cursor to a blue dot. Use the mouse and left click to drop a specific point feature on the map.

Draw Line String – used to draw lineal features. Use this tool to show the ‘running line’ of where a lineal feature is proposed to be installed. Clicking on the tool turns the cursor to a blue dot. Use the mouse and left click to drop the first point along the alignment. Add additional points along the line using the mouse and left clicks. When you are done drawing, double click the last point.

Draw Polygon – used to draw a polygon feature. This tool will be used for most applications. Clicking on the tool turns the cursor to a blue dot. Start drawing a polygon around the work area using the mouse and a left click to drop each point. To close the polygon, double click on the last point and the tool automatically closes the polygon by connecting the last point to the starting point. Note – the polygon boundary is used to query GIS layers to identify the impacted highway(s) and determine Section, Township and Range. IMPORTANT - place at least one point within 50’ of each highway impacted by the construction limits. This helps ensure correct information is selected from underlying layers based on GIS querying rules.

Modify Geometry – used to change the geometry of a feature drawn on the map. This feature is used to move vertices or add new vertices to a line or polygon. Using the mouse, click on the line or polygon to select the feature (the feature will have a white buffer when selected). Move to the point along the feature where you want to add and move the new vertices. Left click at the point and hold the left mouse button down and then drag the new vertices. To move an existing vertex, move your cursor along the feature. The mouse will move to the vertices when you get close to the point. When on the point, hold the left mouse button down and drag the point to the desired location.

Buffer Geometry – used to create a buffer around a feature drawn on the map. Currently not available.

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Move Geometries – used to move or drag a feature drawn on the map to a new location. Position the mouse over the feature to be moved, click and hold the left mouse button and drag.

Rotate – used to rotate a drawn feature around a selected point on the map. Place a point where you want to rotate the feature. Click and hold the left button, then move the mouse to rotate the feature.

Delete Geometry – used to delete a feature that has been drawn on the map. Click on the feature you wish to delete. NOTE: once deleted the action cannot be undone.

Geolocation – used to turn on location tracking. For field use with a connected GPS system or GPS enabled mobile device.

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Select and click on the Draw Polygon tool. Draw polygons around the proposed Construction Limits, and staging areas, using the mouse. Position the cursor (blue dot) and left click to drop each point. To finish, double click on the last point to automatically close the polygon by connecting the last point to the starting point. Other drawing tools can be used to modify or delete the shape. When satisfied click NEXT.

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UPAS queries MDT’s GIS layers against the proposed Construction Limits and determines route number, mileposts, and other geospatial information. Verify the information looks correct, then click NEXT.

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UPAS displays the Section Township and Range of the proposed Construction Limits. These values for internal use by MDT are not editable. Click NEXT to continue.

You are given an opportunity to attach additional files to the application such as design and construction drawings Clicking SAVE stores the application information for a future submittal. Clicking SUBMIT sends the application to MDT for review.

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This message appears when the application has been successfully submitted to MDT. Click OK to complete the process. The Status changes to DUA Application Review

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At this point the permit has been submitted for MDT review. If additional information is required by MDT during the review process you will receive a notification via email that additional information is required.

When MDT has completed its review, the next time you log-in to UPAS the permit application will appear in the Action Required list.

Click the ACTION drop down menu and click Process to open the application. Available actions appear at the top of the application. Click on the SEE ADDITIONAL INFORMATION REQUIRED button to see MDT’s specific request.

Respond to MDT by entering any additional information and uploading any attachments required by MDT. Click the NEXT button to continue.

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A summary of the application workflow will appear with a list of available actions. When ready to re-submit the application click the RETURN TO DUA REVIEW button.

Click YES to confirm re-submission of the application for DUA review. The status of the application will change to DUA Application Review.

Application/Permit Acceptance Once MDT has completed their review process and no additional information is required, you will receive an email notification that the Permit is Ready and available to accept. You will also see the application status change in the Permit List and the Action Required list.

Use the Action Required list to process the application by adding contacts for Construction and Surveying and to download a copy of the approved permit application.

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Click START HERE (1) to continue entering required information and to accept the application acceptance process.

The first step will be to add Contractor and Surveyor contact information. This information is needed so the Contractor will get notified to enter the system and indicate the start of work. UPAS uses start of work to alert the Surveyor that construction has started and that they need to coordinate with the contractor to collect and upload as-built data.

Note: The Contractor and Surveyor are listed as required contacts (2) and the Qualification list below is pre-populated with these two required roles (3).

To add contact information for these roles, click on the Edit button (4) to the left of the contractor or surveyor.

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In edit mode, click a Select Contact List radio button to specify the contact list (Company or Person) (1) you want to use for selecting the contractor or surveyor. Use the dropdown menu to select the contact (2) and then click Update (3) to save the edits. Repeat the process for the remaining required contacts(s). When finished click NEXT (4).

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After clicking NEXT, UPAS displays a summary of the permit application and a list of available actions. Click ACCEPT PERMIT (1) to review and accept the Permit. You can also download a draft of the permit by clicking DOWNLOAD DOC (2) which allows you to open or download a PDF version of the permit with a “DRAFT” watermark.

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Click the Show Documents To Attach box (1) to see the list of documents created during the application process and attached to the permit by the DUA. Click the SEND button (2) to accept the permit and send it to the next phase which will initiate the Contractor and Surveyor requirements.

The status of the permit will change to Permit Accepted and Issued. UPAS generates an automated email to the Contractor listed in the contacts for the application and prompts them to enter the system and indicate when they are starting work on the project. This will also indicate to the surveyor that construction has started and will prompt the surveyor to load as-built data. At this point there is no other action required by the applicant until as-built data is loaded.

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Applicant/Utility Company As-Built Review When as-built data has been submitted you will receive an email from the system that as-built data has been submitted. In addition, the Action Required list will show the status of the Utility Application as As-Built Data Submitted.

From the ACTION drop down select Process to review the as-built data.

After selecting Process the comments from the surveyor will be displayed. Review the comments and click Ok to continue.

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Click on the Layers node under the As Built branch on the tree to review the data. This will zoom into the project area showing the design layer (green dotted line) and the as-built layer with the data that has been loaded. This data will have small green circle(s) with + symbols showing data that was imported.

Use the mouse wheel to zoom in and out to select components to review. To select a

component click any point along the component to select the component. If other elements are selected you may need to turn them off before reviewing the target component. Note that components are made up of two to three basic elements.

Point feature types are created using two basic elements. Lineal feature types are creating using

Design Alignment – Dashed Line

As-Built Data

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three basic elements. The following table provides a summary of the basic elements that make up the different feature types:

Element Feature Type Attributes/Definition

Surveys Point & Lineal X, Y, & Z values of survey shot, Vertical and Horizontal Accuracies, X, Y, & Z relative positions (where the survey shot was taken on the component),

Features Point Point & Lineal Attributes of the component at the survey point. These vary based on the component. For a feature that just marks a point along the line (no specific component) the attributes would limited. For specific components like a valve you would have attributes like size, material, owner, etc.). These attributes should be specified in the design layer/alignment.

Features Line Lineal Only Attributes of the segment represented by the survey points and components along the segment. Attributes such as size, material, ownership, conveyance category, etc. These attributes should be specified in the design layer/alignment.

Basic Review & Merge A general review of the As-built data should include the following a general review of the As-Built data based on location on the map. Do the locations for the components looks correct?

In this example the as-built data is on the opposite side of the road from the design layer. Did the utility get installed as depicted? Does the location of the data make sense.

After reviewing the as-built location you need to review the attributes of the design data. These attributes will be transferred to the as-built data one the data is merged together.

To review the attributes of the design, click on the design to review the attributes and ensure the attributes are still correct.

General Review

Does the data look correct? Is it where expected?

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Review of the design layer to ensure the attributes are correct. If there are changes you have two methods for updating this information.

Is the material correct. Are the actual sizes correct are were there changes between the design and the as built installation? Did the material used change? If there are changes that need to be made make those changes to the design layer.

Once the data has been reviewed you will then merge to as-built data with the design layer. This will bring over all of the attributes from the design to the as-built data. To merge the data: To review more details about the as-built data you can View, or Export the data. Exporting allows the data to be exported in CSV or Shapefile formate for review or inclusion in a GIS or CADD file. To view or download the data right click on the as-built layer and select view or export data.

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Returning to Surveyor If there are any issues with the as-built data you can send the application back to the surveyor by clicking the BACK TO SURVEYOR action button.

You will be prompted to confirm the request before proceeding. Click NO to cancel the request or YES to continue.

After selecting yes the system will provide a summary of the utility application where you can download the as-built raw data for additional review and comments if needed.

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Add comments in the Required Notes (1) section to provide feedback to the surveyor. To see additional documents to attach from the system click the Show Documents to Attach (2) radio button to see a list of available documents. To see the as-built data click on the GENERATE AND DOWNLOAD AS-BUILT

RAW DATA (3). This will download or open a PDF with the as-built data that can be reviewed before sending the application back to the Surveyor. When ready click the SEND (4) button to send the utility permit application back to the surveyor. The application status will revert to Waiting for As-Built and the surveyor will be alerted via email and the utility permit application will be in their Applications’ list of Action Required.

Send As-Built to DUA Once the data has been reviewed it needs to be merged design data. This process will attach the attributes (size, material, etc.) to the as-built data being sent to MDT. Merging the file is accomplished by selecting the matching as-built data and the design as follows:

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The map on the left shows the map with not components selected. Select the as-built line by clicking on the as-built component you intend to merge. Then click on the design component to merge with. Note the lines are both highlighted and there are additional functions. Click the COPY AND MERGE button to start the merging process.

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The system brings up the merge screen which shows the components and if the component is a lineal component the merge screen brings up all points along the component. Check to make sure that the Take attribute from this feature radio button for the design layer (1) is turned on. Click SAVE (2) to proceed. Repeat this process for all components. Once complete the data is ready to submit to MDT. Use the SEND AS-BUILT TO DUA action button to forward the data.

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The system will prompt you to confirm the action. Click yes to proceed or no to cancel the operation. Add comments in the Required Notes (1) section. To see additional documents to attach from the system click the Show Documents to Attach (2) radio button to see a list of

available documents. To see the as-built data click on the GENERATE AND DOWNLOAD AS-BUILT RAW DATA (3). This will download or open a PDF with the as-built data that can be reviewed before sending the application to MDT. When ready click the SEND (4) button to send the utility permit application and submit the as-built data to MDT. The system will generate a summary PDF of the as-built data for your records and the status will show As-Built Approval. Once the contractor closes out construction and the inspection (if required) has been completed the application and data submission process is complete.

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Appendix A

Adding Company/Idividuals and

Primary Contacts

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Add Companies/Contacts and Primary Contact Surveyor/Contractor

Click Companies/Owners on the top menu and then click +CREATE.

Select if the contact you are inserting is a COMPANY or an INDIVIDUAL. Only use Individual if the organization is made up only of one person (freelance) working as a contractor or surveyor.

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Fill in all required information (underlined in red). Go through all the tabs to ensure all required information is completed.Correctly completing the CONTACT INFORMATION tab is critical as the person identified in this section is the person that will be contacted in case it is necessary to clear ADMINISTRATIVE problems.

After completing all the mandatory information click the ADD ORG. UNIT AND PRIMARY CONTACT button. This function will enable you to associate a TECHNICAL contact with the Company/Individual. This person will receive the SUE, Contracting, or As-Built notifications and they will be associated and prompted to complete certain steps within the UPAS system.

After clicking the ADD ORG. UNIT AND PRIMARY CONTACT button the system will prompt you to add an organizational unit.

Organizational units can be considered section/area/department within the company for which the PRIMARY TECHNICAL CONTACT works (Design Department, Administration, Engineering, etc.). After inserting the Org. Unit name click OK.

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The system will prompt you to enter the email of the PRIMARY TECHNICAL CONTACT. Since the TECHNICAL contact will be contacted by the system when they have an action required MAKE SURE that the user has LOGGED IN AT LEAST ONCE TO THE UPAS SYSTEM. Enter the user’s email in the box and click OK.

After following the steps listed, the company/individual inserted can now be identified as the surveyor or contractor company for your permit applications. The TECHNICAL CONTACT associated will be able to work within the system for company/individual when action is required from them.