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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
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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
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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
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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
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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/
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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
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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
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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
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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 **
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Global Options – General TabGlobal Options – General Tab
• On the main menu, select Tools->Global Options
• On the main menu, select Tools->Global Options
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Global Options – Numeric/RoundingGlobal Options – Numeric/Rounding
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Global Options – URLsGlobal Options – URLs
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Global Options – Tree LabelsGlobal Options – Tree Labels
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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
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Header InformationHeader Information
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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
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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
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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
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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
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Header InformationHeader Information
Note: The Informationcontained inthis part of theheader may affect the estimate total.
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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
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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
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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
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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
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To expand on a group, Click on GO
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List the items for each group. Click on the yellow up arrow to go back to all groups.
Group HeaderGroup Header
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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
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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
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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
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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
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Finding ItemsFinding Items
Find button for item numbers
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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
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Estimator PricingEstimator Pricing• Bid History Regression• Bid History Regression
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Estimator PricingEstimator Pricing• Bid History Average• Bid History Average
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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
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Contact InformationContact Information• Email at: [email protected]• Ron Tellier
– [email protected]– (860) 594-3285
• Kathy Zimmerman– [email protected]– (860) 594-3326
• Julie Annino– [email protected]– (860) 594-2730
• Email at: [email protected]• Ron Tellier
– [email protected]– (860) 594-3285
• Kathy Zimmerman– [email protected]– (860) 594-3326
• Julie Annino– [email protected]– (860) 594-2730