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Basis of Estimates & Preparation of the Proposal Summary of Quantities BT-05-0116

Basis of Estimates & Preparation of the Proposal Summary of Quantities BT-05-0116. Melissa Hollis Engineering Systems Support State Specifications and Estimates Office May 2007. Objective.

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Basis of Estimates & Preparation of the Proposal Summary of Quantities BT-05-0116

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  1. Basis of Estimates & Preparation of the Proposal Summary of QuantitiesBT-05-0116 Melissa Hollis Engineering Systems Support State Specifications and Estimates Office May 2007

  2. Objective • This course will provide District and consultant designers with tools and instructions for preparing the Proposal Summary of Quantities for inclusion in the plans package.

  3. Outline • 1. Overview of Estimating Systems (LRE and TRNS*PORT modules) • 2. Basis of Estimates overview • 3. Pay item structure • 4. Coordination of pay items, specifications, standards and other contract documents

  4. Outline, continued 15 Minute BREAK • 5. Webgate, including loading items and quantities into the Designer Interface • 6. Using standard reports • 7. Requesting/opening new pay items • 8. Comments/Questions

  5. Outline, continued • This course is NOT • FDOT Estimating (Official Estimate) • CADD Quantities Manager • Comp Book Preparation

  6. 1. Overview of Estimating Systems • PSE Package Plans, Specs, Estimates • Estimate • Pay Items • Quantities • Prices Note: Just as with plans, there are early estimates (LRE), phase estimates (Work Program), and the final bid package or “official” estimate

  7. 1. Overview of Estimating Systems • Tools Available: • LRE: Long Range Estimates • WebGate • Designer Interface • TRNS*PORT Reports • TRNS*PORT PES (FDOT Only) • TRNS*PORT CES (FDOT Only) • MRE/STARS: Custom Reports (FDOT Only) • Passwords and Security

  8. 1. Overview of Estimating Systems • LRE: Long Range Estimates • Develop a budget estimate • Before plans/quantities are available • Based on typical section(s) and length. • Historical prices • Assumed/average values • Type of project • Refined as scope is updated. • LS Projects until letting

  9. 1. Overview of Estimating Systems • WebGate • OIS Tool • RACF password to enter • Access to multiple programs

  10. 1. Overview of Estimating Systems • Designer Interface • Tool used by FDOT and Consultant Designers • For loading items and quantities into TRNS*PORT, by category • More details later in the training… TRNS*PORT CATEGORY: Design Group (Structures, Roadway, Signing, Lighting, etc.)

  11. 1. Overview of Estimating Systems • TRNS*PORT Reports • Project Edit Report • Project Summary of Quantities • Proposal Summary of Quantities • Master Pay Item List • Item Average Unit Cost

  12. 1. Overview of Estimating Systems • TRNS*PORT PES (Proposal and Estimates System) • Used by FDOT Estimators • Project • Proposal • Contract

  13. 1. Overview of Estimating Systems QUESTION: What is the difference between a project, proposal, and contract?

  14. 1. Overview of Estimating Systems Answer • Project: Single FPID number • Proposal: One or more projects, combined under one number, for letting purposes • Contract: Proposal after award

  15. 1. Overview of Estimating Systems • TRNS*PORT PES (Proposal and Estimates System) • Header Information from FM • Items & Quantities from Designer Interface • Items combine or “roll-up” for pricing

  16. 1. Overview of Estimating Systems • TRNS*PORT CES (Cost Estimation System) • Used by FDOT Estimators • Uses regression models • Work Type • Market Area • Season • Price items based on quantities

  17. 1. Overview of Estimating Systems • MRE/STARS: Custom Reports • FDOT Tool for special searches • Extensive historical data • Category totals over extended dates • Industry Searches • Large Trends $10.39/lf or $10.42/lf ? Use CES or the web reports

  18. 1. Overview of Estimating Systems • Passwords and Security • WebGate, LRE, Designer Interface, Reports: RACF or Mainframe UserID/password • CITRIX (access to TRNS*PORT modules): Windows or FDOT Network UserID/password • TRNS*PORT Modules- PES, CES, etc: TRNS*PORT UserID/password • Lotus Notes / Outlook • Others- Contact Database, Web publishing Contact your FDOT Project Manager to reset the mainframe password. (Takes about 5-10 minutes to complete)

  19. 1. Overview of Estimating Systems • Summary • LRE: Long Range Estimates • WebGate • Designer Interface • TRNS*PORT Reports • TRNS*PORT PES • TRNS*PORT CES • MRE/STARS: Custom Reports

  20. Outline • 1. Overview of Estimating Systems (LRE and TRNS*PORT modules) • 2. Basis of Estimates overview • 3. Pay item structure • 4. Coordination of pay items, specifications, standards and other contract documents

  21. 2. Basis of Estimates overview • Online document • Updated semi-annually • General Information (Chapters 1-10) • Pay Item Information (11-20) • Appendices

  22. 2. Basis of Estimates overview • Online Document • NOT a contract document • For reference purposes only • design • estimates • construction • Print only the pages needed

  23. 2. Basis of Estimates overview • Updated Semi-annually • Major changes implemented with the January and July lettings • Cover letter may be replaced/complimented by Estimates Bulletins • Minor changes published as needed (details, expanded options, etc.)

  24. 2. Basis of Estimates overview • General Information • Chapter 1: Updates & Registration Contact Database • Chapter 2: Units of Measure • Chapter 3: Alphabetical List General Starting point to identify section Use search within known section • Chapter 4: blank for future

  25. 2. Basis of Estimates overview • General Information • Chapter 5: Contact Lists • C-Team • District Coordinators • Responsible Office, by pay item range • Chapter 6: Pay Items • New/Open Requests … more later in this presentation • Chapter 7: Design Aids

  26. 2. Basis of Estimates overview • General Information • Chapter 8: Forms • CADD: CADD Office • COMP: Construction Office • Chapter 9: TRNS*PORT Designer Web Pages • Chapter 10: Formatting Pay Items … more later in this presentation

  27. 2. Basis of Estimates overview • Pay Item Information • Chapter 11: 100s • Mobilization • Maintenance of Traffic • Erosion Control • Earthwork • Stabilization

  28. 2. Basis of Estimates overview • Pay Item Information • Chapter 12: 200s • Base Courses • Optional Base • Chapter 13: 300s • Milling • Asphalt • Concrete Pavement

  29. 2. Basis of Estimates overview • Pay Item Information • Chapter 14: 400s • Structures • Drainage • Inlets • Optional Pipe • Edgedrain • Structures Foundations

  30. 2. Basis of Estimates overview • Pay Item Information • Chapter 15: 500s • Movable Bridges • Sidewalk • Curb & Gutter • Walls • Guardrail • Landscape

  31. 2. Basis of Estimates overview • Pay Item Information • Chapter 16: 600s • Signals • Conduit • Cabinets • Detectors

  32. 2. Basis of Estimates overview • Pay Item Information • Chapter 17: 700s • Signing • Striping • Lighting • Architecture • ITS

  33. 2. Basis of Estimates overview • Pay Item Information • Chapter 18: 800s • Mass Transit (rail) • Chapter 19: 900s • Special • Chapter 20: 1000s • Utilities Note: Maintenance Items are not listed in the BOE.

  34. 2. Basis of Estimates overview • Pay Item Information • Unit, Accuracy, PQ • Notes • Details • Related/Recommended Items • Forms • Documentation, References • Pay Item Structure: 123-ABC-DEF

  35. 2. Basis of Estimates overview • Appendices • Past Updates/Cover Letters • History (Obsolete Structure) • Training Info, including this presentation

  36. Outline • 1. Overview of Estimating Systems (LRE and TRNS*PORT modules) • 2. Basis of Estimates overview • 3. Pay item structure • 4. Coordination of pay items, specifications, standards and other contract documents

  37. 3. Pay Item Structure • Method to the madness… • 0123-ABC-DEF • Leading zero required in TRNS*PORT • Dashes are provided on input screens • Omit leading zero on plans/specs • Blank spaces are significant

  38. 3. Pay Item Structure • 0123-ABC-DEF • 123 = Section Number • 102: MOT • 285: Optional Base • 327: Milling • 334: Superpave • 400: Structures • 430: Drainage

  39. 3. Pay Item Structure Watch the Section Number: If the specs don’t apply, then likely the pay item doesn’t either • 0123-ABC-DEF • 123 = Section Number • 536: Guardrail • 580: Landscape • 600s: Signals • 710: Paint • 715: Lighting • 750s: Architectural • 780s: ITS

  40. 3. Pay Item Structure • Method to the madness… • 0123-ABC-DEF • Variables used to define • Operation (Furnish & Install, remove, relocate, etc) • Materials • Size • Shape

  41. 3. Pay Item Structure • Method to the madness… Too Few Items: specs or plan details to distinguish between items; mixed cost history on each item ? Grouped by similar cost history; special details in specs or plans Too Many items: detailed pay item; limited cost history on each item. Details in specs or standards?

  42. 3. Pay Item Structure • Method to the madness… • Variables used to define parameters that have a significant effect on the price • Ranges used when items have a similar price • Consider INSTALLED cost, not only materials.

  43. 3. Pay Item Structure • Method to the madness… • Installed cost= • Materials • + Equipment • + Labor • Unit price on small quantities is normally higher, due to equipment/labor

  44. Price vs Quantity District X District Y $ District Z Quantity

  45. 3. Pay Item Structure • Method to the madness… • Tech Spec or Special Items may have “extreme” history, based on the project requirements. Use caution when pricing these items.

  46. Quiz: Pay Items and Specifications • 0104-10-2 Synthetic Bales • Section 104: Prevention, Control, and Abatement of Erosion and Water Pollution • Item Number 0104-10-2 • What Specification Section?

  47. Quiz: Pay Items and Specifications • 0334- 1-25 Superpave Asphaltic Concrete • Section 334: Superpave Asphaltic Concrete • Item Number 0334- 1-25 • What Specification Section?

  48. Quiz: Pay Items and Specifications • Item Number 0632- 8 • What Specification Section? • 0632- 8- Interconnect Cable • Section 632: Signal and Interconnect Cable • Note: Sections 603 through 699 are for Traffic Control Devices (Signals plans, Signals category)

  49. Quiz: Pay Items and Specifications • Item Number 0781-11-113 • What Specification Section? • 0781- 11-113 ITS Dynamic Message Sign • Section 781: Intelligent Transportation Systems, Motorist Information Systems • Note: Sections 780 through 786 are for ITS work (ITS Plans, ITS Category)

  50. Quiz: Pay Items and Specifications • Work: Conduit • What Item/Specification? • 630: Signals • 715: Lighting • 783: ITS • 1050: Utilities • Choose the item based on work to be performed (plans, category to match); detail quantity by location

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