Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Similar presentations


Presentation on theme: "1 Basis of Estimates & Preparation of the Proposal Summary of Quantities BT-05-0116 Melissa Hollis Engineering Systems Support State Specifications and."— Presentation transcript:

1 1 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

2 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 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 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 5 Outline, continued This course is NOT FDOT Estimating (Official Estimate) CADD Quantities Manager Comp Book Preparation

6 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 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 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 9 1. Overview of Estimating Systems WebGate OIS Tool RACF password to enter Access to multiple programs

10 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 11 TRNS*PORT Overview & graphic

12 12 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

13 13 1. Overview of Estimating Systems TRNS*PORT PES (Proposal and Estimates System) Used by FDOT Estimators Project Proposal Contract

14 14 1. Overview of Estimating Systems QUESTION: What is the difference between a project, proposal, and contract?

15 15 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

16 16 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

17 17 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

18 18 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

19 19 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)

20 20 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

21 21 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

22 22 2. Basis of Estimates overview Online document Updated semi-annually General Information (Chapters 1-10) Pay Item Information (11-20) Appendices

23 23 2. Basis of Estimates overview Online Document NOT a contract document For reference purposes only design estimates construction Print only the pages needed

24 24 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.)

25 25 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

26 26 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

27 27 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

28 28 2. Basis of Estimates overview Pay Item Information Chapter 11: 100s Mobilization Maintenance of Traffic Erosion Control Earthwork Stabilization

29 29 2. Basis of Estimates overview Pay Item Information Chapter 12: 200s Base Courses Optional Base Chapter 13: 300s Milling Asphalt Concrete Pavement

30 30 2. Basis of Estimates overview Pay Item Information Chapter 14: 400s Structures Drainage Inlets Optional Pipe Edgedrain Structures Foundations

31 31 2. Basis of Estimates overview Pay Item Information Chapter 15: 500s Movable Bridges Sidewalk Curb & Gutter Walls Guardrail Landscape

32 32 2. Basis of Estimates overview Pay Item Information Chapter 16: 600s Signals Conduit Cabinets Detectors

33 33 2. Basis of Estimates overview Pay Item Information Chapter 17: 700s Signing Striping Lighting Architecture ITS

34 34 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.

35 35 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

36 36 2. Basis of Estimates overview Appendices Past Updates/Cover Letters History (Obsolete Structure) Training Info, including this presentation

37 37 2. Basis of Estimates overview Complete file Do not print (500+ pages) Watch for updates & bulletins

38 38 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

39 39 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

40 40 3. Pay Item Structure 0123-ABC-DEF 123 = Section Number 102: MOT 285: Optional Base 327: Milling 334: Superpave 400: Structures 430: Drainage

41 41 3. Pay Item Structure 0123-ABC-DEF 123 = Section Number 536: Guardrail 580: Landscape 600s: Signals 710: Paint 715: Lighting 750s: Architectural 780s: ITS Watch the Section Number: If the specs dont apply, then likely the pay item doesnt either

42 42 3. Pay Item Structure Method to the madness… 0123-ABC-DEF Variables used to define Operation (Furnish & Install, remove, relocate, etc) Materials Size Shape

43 43 3. Pay Item Structure Method to the madness… Too Many items: detailed pay item; limited cost history on each item. Details in specs or standards? 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

44 44 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.

45 45 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

46 46 Price vs Quantity District X District Y District Z Quantity $

47 47 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.

48 48 0 104 -10-2 Synthetic Bales Section 104: Prevention, Control, and Abatement of Erosion and Water Pollution Quiz: Pay Items and Specifications Item Number 0104-10-2 What Specification Section?

49 49 Item Number 0334- 1-25 What Specification Section? 0 334 - 1-25 Superpave Asphaltic Concrete Section 334: Superpave Asphaltic Concrete Quiz: Pay Items and Specifications

50 50 Quiz: Pay Items and Specifications Item Number 0632- 8 What Specification Section? 0 632 - 8- Interconnect Cable Section 632: Signal and Interconnect Cable Note: Sections 603 through 699 are for Traffic Control Devices (Signals plans, Signals category)

51 51 Quiz: Pay Items and Specifications Item Number 0781-11-113 What Specification Section? 0 781 - 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)

52 52 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

53 53 Quiz: Pay Items and Specifications Work: Tree Protection What Item/Specification? 580: Landscape All landscape work is listed in the landscape plans with tabulation sheet, and paid under large/small plants (landscape category) Exception: minor landscaping may be permitted in roadway plans (still landscape category)- PPM Vol 2, ch 26

54 54 Quiz: Pay Items and Specifications Work: Electrical Work What Item/Specification? 508: Movable Bridge 639: Signals 715: Lighting- incidental 750: Architectural 780: ITS- incidental 1050: Utilities- incidental Read the specifications carefully (plans, category to match)

55 55 Quiz based on handouts- conduit

56 56 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

57 57 4. Coordination Specifications Description Materials Construction Method of Measurement Basis of Payment Watch the Section Number: If the specs dont apply, then likely the pay item doesnt either

58 58 4. Coordination Standards (aka Design Standards, Roadway and Traffic Design Standards, Indexes, Interim standards)

59 59 4. Coordination M-Team Management team for setting policy; improve communication between design and construction C-Team Coordination for Implementation

60 60 4. Coordination C-Team Roadway Structures Construction Specifications Estimates Other offices, as needed Proposed Changes Design Standards Specifications FDOT Practice (Guidelines, Handbooks, etc.) Legal Issues

61 61 4. Coordination Designer Ensure that the plans (sheets, standards), specs (special provisions, supplemental specifications, Tech Specs), and pay items agree Any conflicts could result in supplemental agreements.

62 62 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

63 63 15 Minute BREAK Please return on-time.

64 64 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

65 65 5. Webgate & Designer Interface Webgate, including loading items and quantities into the Designer Interface Login & Select Project Update Category Load items & Quantities Run Reports

66 66 5. Webgate & Designer Interface Login & Select Project RACF UserID & Password NOT Windows id/pw NOT Network id/pw NOT Lotus Notes id/pw Is Mainframe or DOTNET id/pw 3 tries before account is locked Opened / reset by Help desk; contact FDOT Project Manager for assistance

67 67 5. Webgate & Designer Interface Login & Select Project Select Designer Interface, if entering from Webgate Select Project from list Contact Project Manager or District Estimator if project is not available to you. Verify Project Header Information STOP if any information is incorrect. Must be updated by Work Program Office. (Refreshed nightly from FM system)

68 68 5. Webgate & Designer Interface Update Category Bridges must be entered separately, regardless of type of work to be completed Bridge number is available, upon request, from early design: LRE or before phase 1 For similar bridges, enter common data in first bridge, then copy category for other(s). Update all bridges, as necessary Update remaining categories Delete unused categories

69 69 5. Webgate & Designer Interface Load Items and Quantities Refer to BOE for complete pay item structure Verify valid dates Verify usage: details, standards, specs Verify unit of measure REQUEST ITEMS as necessary* *more info in a few moments

70 70 5. Webgate & Designer Interface Run Reports Project Edit Report Add items Change letting date After inactive periods Following BOE updates Before any reviews or submittals

71 71 5. Webgate & Designer Interface Run Reports Project Summary of Pay Items Early phase reviews Verify project quantities Attached to plans Print from.pdf viewer

72 72 5. Webgate & Designer Interface Run Reports Proposal Summary of Quantities After proposal has been created; later phase reviews Verify proposal quantities Items roll-up Run by Consultant If Items added/deleted, need to Generate Section and Line Numbers from PES (District Estimator) Output viewed on screen or saved to users local drive No need to go to ftp site

73 73 5. Webgate & Designer Interface Special Bid Proposals Bid Options Alternates Alternate Scope / Scope Options CONTACT DISTRICT ESTIMATES OFFICE

74 74 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

75 75 6. Using Standard Reports Master Pay Item List Item Year (spec year, master file) Item Range Output format (.pdf,.xls,.htm) CompBook Master Pay Item Extract (.xls) Project Let date Item Year (spec year, master file)

76 76 6. Using Standard Reports Item Average Unit Cost State/Market/County Contract type Date Range Item Range Pay Item Unit Cost Similar input as Item Average Specific Items Links to complete project list: awarded info

77 77 6. Using Standard Reports Pricing Items CES vs Item Averages CES prices based on quantity and regression models Item Averages include some extreme high/low values, as awarded Both consider date range and area(s) Choose the best tool for the current need

78 78 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

79 79 7. Requesting/opening new pay items Who? What? When? Where? How? Why?

80 80 7. Requesting/opening new pay items Who? Designer requests items from the District Estimates Office, through the FDOT Project Manager District Estimates reviews the request; they coordinate with District Specs, as necessary

81 81 7. Requesting/opening new pay items Who? CO Estimates- Engineering Systems Support Section (our group) reviews and opens the items* *Reviews: Valid item structure Valid for project letting date Specifications available Details and/or standards available

82 82 7. Requesting/opening new pay items What? A sample e-mail is included in Chapter 6. Include project #, let date Item #, Description from BOE, Units Consultant Name, contact #

83 83 7. Requesting/opening new pay items When? Phase 2, when items are loaded into TRNS*PORT Failure to do your job in a timely manner…

84 84 7. Requesting/opening new pay items Where? Items and Categories (by design groups) Use item(s) applicable for the category

85 85 7. Requesting/opening new pay items How? Opening an item: 5 minutes How long does it take? Requesting/creating a new item: about 10 minutes- once the specs, drawings, and form are completed

86 86 7. Requesting/opening new pay items Why? Skews Cost History Avoids development of a new item/ product/ specification Introduces potential Claims due to non- standard use (or incomplete specs/details) Why not use an existing item that is close enough?

87 87 7. Requesting/opening new pay items Additional Reviews Special Custom Furnish Install Plan Details and/or Tech Spec Required

88 88 Quiz based on light pole special, master Sample e-mail

89 89 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

90 90 Contact Information Consultant Designer FDOT Project Manager District Estimates Office TRNS*PORT Coordinator LRE Coordinator Final Plans

91 91 Contact Information Engineering Systems Support Cheri Sylvester- TRNS*PORT, opening pay items and system issues: 850-414-4179 Melissa (Missy) Hollis- BOE, new pay item requests and item usage: 850-414-4182 Tyrone Ware- Price Trends, Opening Items Mike Johnson- MRE Reports Dale Stanley- LRE www.dot.state.fl.us/estimates

92 92 Thank you for your time.


Download ppt "1 Basis of Estimates & Preparation of the Proposal Summary of Quantities BT-05-0116 Melissa Hollis Engineering Systems Support State Specifications and."

Similar presentations


Ads by Google