Attachment B2 - Specification Section 01 78 40.A - OnBase Document Upload Template.XLS

This is an OnBase Document Upload Template specification for the State of Michigan related to site improvements at CSO (Combined Sewer Overflow) facilities including St. Aubin, Belle Isle, Baby Creek, and St. Aubin Outfall sites. The template serves as a standardized data management tool for organizing and cataloging contract documentation throughout the project lifecycle. The specification establishes required document categories and metadata fields that contractors and consultants must use when submitting project-related materials to the OnBase document management system. Required general information includes contractor/consultant name, contract number, contract name, submitter details (name, phone, email), revision number, and submission date with optional comments. The template accommodates multiple document types including agreements, asset and operations and maintenance information, correspondence and meeting records, drawings, media files, permits, reports, design and construction submittals, and related supporting materials, all of which must be submitted in specified formats such as PDF for agreements.

The OnBase upload template requires detailed file information for each document submission, including file name, file path, file type designation, document type classification, and document date. For agreements specifically, the template mandates additional metadata fields such as agreement type, agreement title, CIP (Capital Improvement Project) number, contract title, contract number, member and partner information, location data, GIS Feature IDs, WAM (Water Asset Management) Asset IDs, and general comments. This standardized documentation structure ensures comprehensive record-keeping and facilitates project management oversight for the Michigan water infrastructure improvement initiative. The template is designed to maintain organized digital archives of all contract-related materials and enable efficient retrieval of project documentation throughout the contract term and beyond.