AASHTO Estimator Presentation Introduction Obtaining an Estimator Account Log in Estimator Set up...

AASHTO Estimator PresentationAASHTO Estimator Presentation

• Introduction• Obtaining an Estimator Account• Log in• Estimator Set up

• Global Options

• Opening a catalog• New items• Special Provisions (“A”) items

• Setting up estimates• Importing Excel files

• Introduction• Obtaining an Estimator Account• Log in• Estimator Set up

• Global Options

• Opening a catalog• New items• Special Provisions (“A”) items

• Setting up estimates• Importing Excel files

Definition of EstimatorDefinition of Estimator

• Estimator is an interactive, PC-based, stand-alone cost estimation system for highway construction.

• Part of AASHTO Trns•port Suite• Many U.S. states use Estimator

including: – NY, Maine, Maryland, Ohio, Pennsylvania,

Vermont, Virginia, and District of Columbia

• Estimator is an interactive, PC-based, stand-alone cost estimation system for highway construction.

• Part of AASHTO Trns•port Suite• Many U.S. states use Estimator

including: – NY, Maine, Maryland, Ohio, Pennsylvania,

Vermont, Virginia, and District of Columbia

ConnDOT Detailed Analysis - 10/6/2011 Slide 1

Trns•port Environment

SiteManager

Estimation

BAMS/DSS Data Warehouse

Bid LettingsProjects & Proposals

Expedite

Estimator

Construction

web Trns•port Preconstruction

Bid Exchange Service

Types of EstimatesTypes of Estimates• Cost-Based Estimate

• Estimation based on the components (equipment, labor and materials) used to produce the item

• Bid-Based Estimate• Estimation based on the historical price of the

item from previous contracts • Reference Price Estimate

• Based on a subcontractor or supplier quote • Ad-Hoc Estimate

• Based on engineering judgement• Used when bid history is not available

• Combination of Cost, Bid and Reference prices

• Cost-Based Estimate• Estimation based on the components

(equipment, labor and materials) used to produce the item

• Bid-Based Estimate• Estimation based on the historical price of the

item from previous contracts • Reference Price Estimate

• Based on a subcontractor or supplier quote • Ad-Hoc Estimate

• Based on engineering judgement• Used when bid history is not available

• Combination of Cost, Bid and Reference prices

Obtain an Estimator® AccountObtain an Estimator® Account

• Purchase Estimator® from InfoTech– http://www.infotechfl.com/products/estimator.php– Note: Link on CTDOT website– Annual fee - $479 for each license– Separate license is required for each State

• Information about other AASHTO TRNS*PORT products can be found at:– http://www.cloverleaf.net/

• Purchase Estimator® from InfoTech– http://www.infotechfl.com/products/estimator.php– Note: Link on CTDOT website– Annual fee - $479 for each license– Separate license is required for each State

• Information about other AASHTO TRNS*PORT products can be found at:– http://www.cloverleaf.net/

CTDOT Catalog DownloadCTDOT Catalog Download

• The latest Metric and English catalogs and item lists are available online at:– http://www.ct.gov/dot/site/default.asp– Navigate to “Doing Business with

CONNDOT”– Go to CTDOT AASHTO Trns*port Environment

listed under the Engineering Resources– Select Estimator

• The Estimator Catalogs (English and Metric) are listed

• Estimator User Guides are here also

• The latest Metric and English catalogs and item lists are available online at:– http://www.ct.gov/dot/site/default.asp– Navigate to “Doing Business with

CONNDOT”– Go to CTDOT AASHTO Trns*port Environment

listed under the Engineering Resources– Select Estimator

• The Estimator Catalogs (English and Metric) are listed

• Estimator User Guides are here also

Estimator® Log InEstimator® Log In

• Click on the Estimator Icon• Log in with the credentials

that were supplied to you by InfoTech

• Click on the Estimator Icon• Log in with the credentials

that were supplied to you by InfoTech

Open a CatalogOpen a Catalog

• Select either English 3 Year catalog (ENG3YR) or Metric 5 Year catalog (MET5YR)

• Select either English 3 Year catalog (ENG3YR) or Metric 5 Year catalog (MET5YR)

• Updates to the catalog will be available the first Wednesday of the month

• Posted on the CTDOT server and on the Internet

http://www.ct.gov/dot/cwp/view.asp?a=3886&Q=484094&PM=1

Catalog ItemsCatalog Items

• Requesting New Items – Go through CTDOT project consultant liaison

• Must be requested 4 weeks prior to FDP

• Obsolete Items• Do not appear in catalog, but are used in

bid histories

• Special Provisions • ** See Special Provisions **

• Requesting New Items – Go through CTDOT project consultant liaison

• Must be requested 4 weeks prior to FDP

• Obsolete Items• Do not appear in catalog, but are used in

bid histories

• Special Provisions • ** See Special Provisions **

Global Options – General TabGlobal Options – General Tab

• On the main menu, select Tools->Global Options

• On the main menu, select Tools->Global Options

Global Options – Numeric/RoundingGlobal Options – Numeric/Rounding

Global Options – URLsGlobal Options – URLs

Global Options – Tree LabelsGlobal Options – Tree Labels

Creating a New EstimateCreating a New Estimate

• Estimates are made up of an estimate header, a group list, and a group’s item list– In the future, project templates will be

created– Templates will have the common items

filled in– For Consultants, templates will be stored

on the CTDOT Internet

• On Main menu, select File->New• Save the Estimate file

– Every so often select the File->Save

• Estimates are made up of an estimate header, a group list, and a group’s item list– In the future, project templates will be

created– Templates will have the common items

filled in– For Consultants, templates will be stored

on the CTDOT Internet

• On Main menu, select File->New• Save the Estimate file

– Every so often select the File->Save

Header InformationHeader Information

Header InformationHeader Information• Estimate ID – Project number +”_CT”• Spec Year – 11 for English, 10 for metric

• Automatically set by the catalog that was selected

• Base Date – anticipated Letting date• If Letting date not known, take FDP date +

70 days• Unit System – English or Metric• Longitude/Latitude of Midpoint

• If not readily available, use Google Earth*• Federal/State Project Number – Use Federal Aid

Project (FAP) number if known; otherwise leave blank

• Estimate ID – Project number +”_CT”• Spec Year – 11 for English, 10 for metric

• Automatically set by the catalog that was selected

• Base Date – anticipated Letting date• If Letting date not known, take FDP date +

70 days• Unit System – English or Metric• Longitude/Latitude of Midpoint

• If not readily available, use Google Earth*• Federal/State Project Number – Use Federal Aid

Project (FAP) number if known; otherwise leave blank

Obtaining a Midpoint (Lat/Long) for Project

Obtaining a Midpoint (Lat/Long) for Project

• Open Google Earth• Type address in search box

• Add a placemark

• Open Google Earth• Type address in search box

• Add a placemark

Obtaining a Midpoint (Lat/Long) for Project continued

Obtaining a Midpoint (Lat/Long) for Project continued

• Center the placemark within the project limits.– Note the latitude and longitude of the

midpoint of the project – round to nearest minute

• Center the placemark within the project limits.– Note the latitude and longitude of the

midpoint of the project – round to nearest minute

Obtaining a Midpoint (Lat/Long) for Project continued

Obtaining a Midpoint (Lat/Long) for Project continued

• Enter the coordinates (lat/long) in the Estimator project header– Note: Estimator lists longitude first,

then latitude

• Enter the coordinates (lat/long) in the Estimator project header– Note: Estimator lists longitude first,

then latitude

Header InformationHeader Information

Note: The Informationcontained inthis part of theheader may affect the estimate total.

Header Information ContinuedHeader Information Continued• Work Type – Selection based on the work of the

“most costly” items• Highway type – Functional classification (Highway

Log – available on-line)• Urban/Rural Type (Highway Log – available on-line)• Season – Season of the letting date (should coincide

with base date)– Fall (9/21 – 12/20)– Spring (3/21 - 6/20)– Summer (6/21 - 9/20) – Winter (12/21 - 3/20)

• County – Town, Statewide, District wide• District – (1, 1A, 2, 3, 3A, 4, HDQ)• Contingency – Done at lead level/Consultant Liaison

– Estimate Total field uses a Contingency % in the calculation – list in notes section

• Description –same as project title

• Work Type – Selection based on the work of the “most costly” items

• Highway type – Functional classification (Highway Log – available on-line)

• Urban/Rural Type (Highway Log – available on-line)• Season – Season of the letting date (should coincide

with base date)– Fall (9/21 – 12/20)– Spring (3/21 - 6/20)– Summer (6/21 - 9/20) – Winter (12/21 - 3/20)

• County – Town, Statewide, District wide• District – (1, 1A, 2, 3, 3A, 4, HDQ)• Contingency – Done at lead level/Consultant Liaison

– Estimate Total field uses a Contingency % in the calculation – list in notes section

• Description –same as project title

Header Information ContinuedHeader Information Continued

• Estimated by – should be blank• Checked by – Optional• Approved by – Optional• Estimate type – Scoping, 30%, 60%, 90%, Final,

Addendum, change order, other• Notes page – list contingency/incidental percentages

breakdowns

• Estimated by – should be blank• Checked by – Optional• Approved by – Optional• Estimate type – Scoping, 30%, 60%, 90%, Final,

Addendum, change order, other• Notes page – list contingency/incidental percentages

breakdowns

Blank

Estimator Windows & ViewsEstimator Windows & Views

• Estimator displays catalogs and estimates in windows– Can open several estimates at a time– Arrange windows (cascade or tile)

• Tree Area vs. Grid Area

• Estimator displays catalogs and estimates in windows– Can open several estimates at a time– Arrange windows (cascade or tile)

• Tree Area vs. Grid AreaTree Area

Grid Area

GroupsGroups• Groups are based on funding

source– Add a description to each group

• Each group can have an unlimited number of items

• To add a group, select “Add Group” from the Edit menu

• Groups are based on funding source– Add a description to each group

• Each group can have an unlimited number of items

• To add a group, select “Add Group” from the Edit menu

Group Descriptions

To expand on a group, Click on GO

List the items for each group. Click on the yellow up arrow to go back to all groups.

Group HeaderGroup Header

ITEMSITEMS• Items are stored in the Standard

Item Catalog– Just start typing item number– Formatted as text and contain leading zeros

• Unit price – cost of one unit of item– Determined by the estimator or calculated

from a cost sheet, bid history or reference price

• Price Source – – None – no active price basis – Multiple – more than one type of active price

basis– Ad Hoc – The user creates a price basis for the

item – manually entered

• Items are stored in the Standard Item Catalog– Just start typing item number– Formatted as text and contain leading zeros

• Unit price – cost of one unit of item– Determined by the estimator or calculated

from a cost sheet, bid history or reference price

• Price Source – – None – no active price basis – Multiple – more than one type of active price

basis– Ad Hoc – The user creates a price basis for the

item – manually entered

Items ContinuedItems Continued• Items can be added to an estimate

from either GROUPS or ALL ITEMS tab; each item must be assigned to a group

• Items can be sorted either from the ALL ITEMS tab or from the GROUPS Tab– Initially items are listed by Line Number order

• Items can be added to an estimate from either GROUPS or ALL ITEMS tab; each item must be assigned to a group

• Items can be sorted either from the ALL ITEMS tab or from the GROUPS Tab– Initially items are listed by Line Number order

Special ProvisionsSpecial Provisions• Former Special Provision item designation

was “A” – Current notation for Special Provision

items is “** See Special Provisions **”– Added in the Supplemental Description

• Former Special Provision item designation was “A” – Current notation for Special Provision

items is “** See Special Provisions **”– Added in the Supplemental Description

Sorting ItemsSorting Items• Sort the item list using the All Items

tab

• Sort by item number or any column heading

• Sort the item list using the All Items tab

• Sort by item number or any column heading

Finding ItemsFinding Items

Find button for item numbers

More on PricingMore on Pricing

• Bid History – Estimator puts bid histories of items at users fingertips.

• Ad hoc

• Bid History – Estimator puts bid histories of items at users fingertips.

• Ad hoc

Estimator PricingEstimator Pricing• Bid History Regression• Bid History Regression

Estimator PricingEstimator Pricing• Bid History Average• Bid History Average

Excel ImportExcel Import

• Formatting must be correct– Item numbers formatted as text with

leading zeros– Items numbers cannot have “A” for

Special provisions– Special provisions must be listed in

separate column as ** See Special Provisions **

– Column Headings

• Formatting must be correct– Item numbers formatted as text with

leading zeros– Items numbers cannot have “A” for

Special provisions– Special provisions must be listed in

separate column as ** See Special Provisions **

– Column Headings

Contact InformationContact Information• Email at: DOT.TrnsPortEstimator@ct.gov• Ron Tellier

– Ronald.Tellier@ct.gov– (860) 594-3285

• Kathy Zimmerman– Kathleen.Zimmerman@ct.gov– (860) 594-3326

• Julie Annino– Julie.Annino@ct.gov– (860) 594-2730

• Email at: DOT.TrnsPortEstimator@ct.gov• Ron Tellier

– Ronald.Tellier@ct.gov– (860) 594-3285

• Kathy Zimmerman– Kathleen.Zimmerman@ct.gov– (860) 594-3326

• Julie Annino– Julie.Annino@ct.gov– (860) 594-2730