nyc department of environmental protection bureau of

NYC Department of Environmental Protection Bureau of Engineering Design and Construction

Cost Estimating Manual Issued June 2008

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Table of Contents

Cost Estimating Manual - Issued June 2008Table of Contents

Chapter 1 – IntroductionIntroduction ................................................................................................................................... 1-1 Estimating Framework .................................................................................................................. 1-2Manual Organization ..................................................................................................................... 1-4Compliance with Cost Estimating Manual .................................................................................... 1-4

Chapter 2 – Inputs to Estimating ProcessIntroduction ................................................................................................................................... 2-1 Estimate Preparation Services ...................................................................................................... 2-1Estimate Work Breakdown Structure (WBS) ................................................................................ 2-2Project Scope ................................................................................................................................ 2-7Project Risks ............................................................................................................................... 2-10Project Schedule ......................................................................................................................... 2-11Pre-Estimate Meeting .................................................................................................................. 2-11

Chapter 3 – Estimate PreparationEstimating System Requirements ................................................................................................ 3-1 Estimating Methodology ............................................................................................................... 3-2Estimate Structure and Definitions ............................................................................................... 3-4Estimating System Rates and Supporting Calculations ............................................................ 3-10Estimate Inputs ........................................................................................................................... 3-12Escalation of Construction Cost Inputs ...................................................................................... 3-13Estimate Sections ....................................................................................................................... 3-14

Chapter 4 – Estimate OutputBasic Estimate Reports ................................................................................................................. 4-1 Basis of Estimate Report ............................................................................................................... 4-3

Chapter 5 – ContingencyIntroduction ................................................................................................................................... 5-1 Contingency Definitions ................................................................................................................ 5-2Key Source of Risk and Variability ................................................................................................ 5-3Methods for Setting Contingency ................................................................................................. 5-8

Chapter 6 – Estimate Review and ApprovalIntroduction ................................................................................................................................... 6-1 Cost Estimating Team Review ...................................................................................................... 6-1Project Management and Design Team Review ........................................................................... 6-3Design Consultant Senior Management Endorsement ............................................................... 6-5

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Cost Estimating Manual June 2008

Cost Estimating Manual - Issued June 2008Table of Contents

List of AttachmentsAttachment 1-1 AACE 18R-97

Attachment 2-1 BEDC Work Packages by CSI Division

Attachment 2-2 Design Content by Estimate Class

Attachment 3-1 Sample Wage Rate Calculation

Attachment 3-2 Sample Work Week Differential Calculations

Attachment 3-3 Estimator Inputs

3-3A Equipment

3-3B Earthwork

3-3C Structural Concrete

3-3D Electrical

3-3E Process Piping

3-3F Indirect Project Cost

Attachment 3-4 Indirect Project Costs Checklist

Attachment 4-1 Estimating Reports

4-1A WBS Level 1 Summary Report

4-1B WBS Level 2 Summary Report

4-1C Scope Review Report Summarized to Assembly

4-1D Scope Review Report Detailed

4-1E Labor Productivity Detail Report (Assembly)

4-1F Labor Productivity Detail Report (Item)

Attachment 4-2 AACE 34R-05

Attachment 5-1 Guidance on Contingency Levels for Primary Construction Inputs

Chapter 1

Introduction

Chapter 1

Introduction

1-1

Chapter 1 Introduction

Chapter 1 – Introduction

Introduction

Accurate cost estimating is essential for the effective management of the New York City, Department of

Environmental Protection’s Capital Program. To ensure consistency across all projects and to facilitate

review and approval of all cost estimates prepared for the Capital Program, the Bureau of Engineering

Design and Construction (BEDC) has developed this Cost Estimating Manual. Key objectives of Manual

include the following:

• Standardizationinengineeringinputs(scope)atallestimatingmilestonestodriveconsistencyintheexpected accuracy range of cost estimates

• Standardizationofestimatingformattofacilitatedevelopment,review,andhistoricaldatacapture

• Guidance on development of appropriate contingency levels to facilitate better transparency anddecision-making in Capital Program budgeting

• Standardizationinthesubmittalofestimatesupportingdocumentationincludingsourcesofinformationand assumptions used to develop the estimate

• MinimumqualityrequirementsforestimatereviewpriortosubmittaltoBEDC

TheManualidentifiesrequirementsoftheentireestimatingprocesscoveringthefollowingeightmajorsteps

in cost estimating:

E i g h t M a j o r

S t E p S i n C o S t

E S t i M a t i n g

1Communicate Project Scope to Estimating Team

(ScopeInputfromEngineertoEstimator)

2Plan the Estimate Preparation

(WorkBreakdownStructureandEstimateStructure)

3Develop Estimate

4Risk Analysis and Contingency Development

5Output Estimate

6Document Basis of Estimate

7Quality Review

(Estimating Team and Engineering Team)

8Submit Estimate to BEDC

1-2


Estimating Framework

The estimating framework described in this Manual is largely based on the Association for the Advance-

ment of Cost Engineering (AACE) Recommended Practice No. 18R-97: Cost Estimate Classification Sys-

tem – As Applied in Engineering, Procurement and Construction for the Process Industries. This AACE

Recommended Practice has been adapted and expanded to the specific needs and characteristics of the

BEDC Capital Program. A copy of this Practice can be obtained from the AACE website at www.aacei.org/

technical/rp.shtml and is included as Attachment 1-1 to this Manual.

AACEPractice18R-97utilizesafivelevelClassSystem(5,4,3,2,and1)whichcorrespondstoestimate

typespreparedatvariousstagesofprojectdevelopment.Type5costestimatesaredevelopedaproject

conception when little project information or scope has been developed. Type 1 estimates are complete

detailed unit cost and take off estimates with complete or near complete scope definition. For planning and

budgetingpurposes,BEDCrequiresdevelopmentofprojectcostestimatesatthevariousmilestoneswithin

the project life cycle. The correlation between the estimates produced at each of the key BEDC project

life cycle milestones and AACE estimate classes is shown in Figure 1.1. For each delivery milestone, the

generally accepted estimating methods, expected level of accuracy, level of scope definition, and the key

scopecontentrequirementsnecessarytodeveloptheestimateareidentified.

1-3

Chapter 1 Introduction

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1-4


Manual Organization

ThisManualdescribesstandardizedproceduresusedinthedevelopmentofCapitalProjectcostestimates

insupportofdeliveryofBEDC’sCapitalProgram.TheManualisorganizedintothefollowingChaptersand

associated main subject areas:

Chapter 2 – inputs to the Estimating process• EstimatePreparationServices

• EstablishWorkBreakdownStructure(WBS)

• ProjectScope

• ProjectRisks

• ProjectSchedule

• Pre-EstimatePreparationMeeting

Chapter 3 – Estimate preparation• EstimatingSystemRequirements(Software)

• EstimatingMethodology

• EstimateStructureandDefinitions

• EstimatingSystemRatesandSupportingCalculations

• EstimateInputs

• EscalationofConstructionInputs

• EstimateSections

Chapter 4 – Estimate output• BasicEstimateReports

• BasisofEstimateReport

Chapter 5 – Contingency• ContingencyDefinitions

• KeySourcesofRiskandVariability

• MethodsforAnalyzingRiskandSettingContingency

Chapter 6 – Estimate review and approval• CostEstimatingTeamReview

• ProjectTeamReview

• ConsultantSeniorManagementReviewAndEndorsement

Compliance with Cost Estimating Manual

AllcostestimatespreparedforBEDCduringfacilityplanninganddesigneffortsshalladheretotherequire-

ments of this Manual. Exception to compliance with this Manual must be received in writing from the Con-

sultant Project Manager and submitted to the BEDC Project Manager at the initiation of design. Waivers will

bereviewedonacasebycasebasisweighingprojectsize,complexity,andreasonsforvariancerequest.

Chapter 1

Attachments

1



Copyright 2000 AACE, Inc. AACE International Recommended Practices and Standards

AACE International Recommended Practice No. 18R-97

COST ESTIMATE CLASSIFICATION SYSTEM – AS APPLIED INENGINEERING, PROCUREMENT, AND CONSTRUCTION FOR

THE PROCESS INDUSTRIES

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Recommended Practice No. 18R-97Cost Estimate Classification System – As Applied in Engineering,Procurement, and Construction for the Process Industries

June 15, 1998

PURPOSE

As a recommended practice of AACE International, the Cost Estimate Classification System providesguidelines for applying the general principles of estimate classification to project cost estimates (i.e., costestimates that are used to evaluate, approve, and/or fund projects). The Cost Estimate ClassificationSystem maps the phases and stages of project cost estimating together with a generic maturity andquality matrix, which can be applied across a wide variety of industries.

This addendum to the generic recommended practice provides guidelines for applying the principlesof estimate classification specifically to project estimates for engineering, procurement, and construction(EPC) work for the process industries. This addendum supplements the generic recommended practice(17R-97) by providing:

• a section that further defines classification concepts as they apply to the process industries;• charts that compare existing estimate classification practices in the process industry; and• a chart that maps the extent and maturity of estimate input information (project definition deliverables)

against the class of estimate.

As with the generic standard, an intent of this addendum is to improve communications among all ofthe stakeholders involved with preparing, evaluating, and using project cost estimates specifically for theprocess industries.

It is understood that each enterprise may have its own project and estimating processes andterminology, and may classify estimates in particular ways. This guideline provides a generic andgenerally acceptable classification system for process industries that can be used as a basis to compareagainst. It is hoped that this addendum will allow each user to better assess, define, and communicatetheir own processes and standards in the light of generally-accepted cost engineering practice.

INTRODUCTION

For the purposes of this addendum, the term process industries is assumed to include firms involvedwith the manufacturing and production of chemicals, petrochemicals, and hydrocarbonprocessing. The common thread among these industries (for the purpose of estimate classification) istheir reliance on process flow diagrams (PFDs) and piping and instrument diagrams (P&IDs) as primaryscope defining documents. These documents are key deliverables in determining the level of projectdefinition, and thus the extent and maturity of estimate inputinformation.

Estimates for process facilities center on mechanical and chemical process equipment, and they havesignificant amounts of piping, instrumentation, and process controls involved. As such, this addendummay apply to portions of other industries, such as pharmaceutical, utility, metallurgical, converting, andsimilar industries. Specific addendums addressing these industries may be developed over time.

This addendum specifically does not address cost estimate classification in nonprocess industriessuch as commercial building construction, environmental remediation, transportation infrastructure, “dry”processes such as assembly and manufacturing, “soft asset” production such as software development,and similar industries. It also does not specifically address estimates for the exploration, production, ortransportation of mining or hydrocarbon materials, although it may apply to some of the intermediateprocessing steps in these systems.

The cost estimates covered by this addendum are for engineering, procurement, and construction(EPC) work only. It does not cover estimates for the products manufactured by the process facilities, orfor research and development work in support of the process industries. This guideline does not cover thesignificant building construction that may be a part of process plants. Building construction will be coveredin a separate addendum.

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Cost Estimate Classification System – As Applied in EngineeringProcurement, and Construction for the Process Industries

June 15, 1998

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This guideline reflects generally-accepted cost engineering practices. This addendum was basedupon the practices of a wide range of companies in the process industries from around the world, as wellas published references and standards. Company and public standards were solicited and reviewed bythe AACE International Cost Estimating Committee. The practices were found to have significantcommonalities that are conveyed in this addendum.

COST ESTIMATE CLASSIFICATION MATRIX FOR THE PROCESS INDUSTRIES

The five estimate classes are presented in figure 1 in relationship to the identified characteristics.Only the level of project definition determines the estimate class. The other four characteristics aresecondary characteristics that are generally correlated with the level of project definition, as discussed inthe generic standard. The characteristics are typical for the process industries but may vary fromapplication to application.

This matrix and guideline provide an estimate classification system that is specific to the processindustries. Refer to the generic standard for a general matrix that is nonindustry specific, or to otheraddendums for guidelines that will provide more detailed information for application in other specificindustries. These will typically provide additional information, such as input deliverable checklists to allowmeaningful categorization in those particular industries.

Notes: [a] The state of process technology and availability of applicable reference cost data affect the range markedly.The +/- value represents typical percentage variation of actual costs from the cost estimate after application ofcontingency (typically at a 50% level of confidence) for given scope.

[b] If the range index value of “1” represents 0.005% of project costs, then an index value of 100 represents 0.5%.Estimate preparation effort is highly dependent upon the size of the project and the quality of estimating data andtools.

Figure 1. – Cost Estimate Classification Matrix for Process Industries

ESTIMATECLASS

Class 5 0% to 2% Concept Screening

Capacity Factored,Parametr ic Models,

Judgment, orAnalogy

L: -20% to -50%H: +30% to +100% 1

Class 4 1% to 15% Study or Feasibil ityEquipmentFactored or

Parametr ic Models

L: -15% to -30%H: +20% to +50% 2 to 4

Class 3 10% to 40%Budget,

Authorization, orControl

Semi-Detai led UnitCosts with

Assembly LevelLine I tems

L: -10% to -20%H: +10% to +30% 3 to 10

Class 2 30% to 70% Control or Bid/Tender

Detailed Unit Costwith Forced

Detai led Take-Off

L: -5% to -15%H: +5% to +20% 4 to 20

Class 1 50% to 100% Check Est imate orBid/Tender

Detailed Unit Costwith Detai led Take-

Off

L: -3% to -10%H: +3% to +15% 5 to 100

PrimaryCharacteristic Secondary Characteristic

END USAGETypical purpose of

est imate

METHODOLOGYTypical estimating

method

EXPECTEDACCURACY

RANGETypical variation in

low and highranges [a]

PREPARATIONEFFORT

Typical degree ofeffort relative to

least cost index of1 [b]

LEVEL OFPROJECT

DEFINITIONExpressed as % ofcomplete definit ion

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CHARACTERISTICS OF THE ESTIMATE CLASSES

The following charts (figures 2a through 2e) provide detailed descriptions of the five estimateclassifications as applied in the process industries. They are presented in the order of least-definedestimates to the most-defined estimates. These descriptions include brief discussions of each of theestimate characteristics that define an estimate class.

For each chart, the following information is provided.

• ANSI Standard Reference (1972) Name: this is a reference to the equivalent estimate class in theexisting ANSI standards.

• Alternate Estimate Names, Terms, Expressions, Synonyms: this section provides othercommonly used names that an estimate of this class might be known by. These alternate names arenot endorsed by this Recommended Practice. The user is cautioned that an alternative name may notalways be correlated with the class of estimate as identified in the chart.

• Description: a short description of the class of estimate, including a brief listing of the expectedestimate inputs based on the level of project definition.

• Level of Project Definition Required: expressed as a percent of full definition. For the processindustries, this correlates with the percent of engineering and design complete.

• End Usage: a short discussion of the possible end usage of this class of estimate.• Estimating Methods Used: a listing of the possible estimating methods that may be employed to

develop an estimate of this class.• Expected Accuracy Range: typical variation in low and high ranges after the application of

contingency (determined at a 50% level of confidence). Typically, this results in a 90% confidencethat the actual cost will fall within the bounds of the low and high ranges.

• Effort to Prepare: this section provides a typical level of effort (in hours) to produce a completeestimate for a US$20,000,000 plant. Estimate preparation effort is highly dependent on project size,project complexity, estimator skills and knowledge, and on the availability of appropriate estimatingcost data and tools.

CLASS 5 ESTIMATEANSI Standard Reference Z94.2-1989 Name:Order of magnitude estimate (typically -30% to +50%).

Alternate Estimate Names, Terms, Expressions,Synonyms:Ratio, ballpark, blue sky, seat-of-pants, ROM, idea study,prospect estimate, concession license estimate,guesstimate, rule-of-thumb.

Description:Class 5 estimates are generally prepared based on verylimited information, and subsequently have wide accuracyranges. As such, some companies and organizations haveelected to determine that due to the inherent inaccuracies,such estimates cannot be classified in a conventional andsystemic manner. Class 5 estimates, due to therequirements of end use, may be prepared within a verylimited amount of time and with little effort expended—sometimes requiring less than an hour to prepare. Often,little more than proposed plant type, location, and capacityare known at the time of estimate preparation.

Level of Project Definition Required:0% to 2% of full project definition.

End Usage:Class 5 estimates are prepared for any number of strategicbusiness planning purposes, such as but not limited tomarket studies, assessment of initial viability, evaluation ofalternate schemes, project screening, project locationstudies, evaluation of resource needs and budgeting, long-range capital planning, etc.

Estimating Methods Used:Class 5 estimates virtually always use stochasticestimating methods such as cost/capacity curves andfactors, scale of operations factors, Lang factors, Handfactors, Chilton factors, Peters-Timmerhaus factors,Guthrie factors, and other parametric and modelingtechniques.

Expected Accuracy Range:Typical accuracy ranges for Class 5 estimates are - 20% to-50% on the low side, and +30% to +100% on the highside, depending on the technological complexity of theproject, appropriate reference information, and theinclusion of an appropriate contingency determination.Ranges could exceed those shown in unusualcircumstances.

Effort to Prepare (for US$20MM project):As little as 1 hour or less to perhaps more than 200 hours,depending on the project and the estimating methodologyused.

Figure 2a. – Class 5 Estimate

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CLASS 4 ESTIMATEANSI Standard Reference Z94.2-1989 Name:Budget estimate (typically -15% to + 30%).

Alternate Estimate Names, Terms, Expressions,Synonyms:Screening, top-down, feasibility, authorization, factored,pre-design, pre-study.

Description:Class 4 estimates are generally prepared based on limitedinformation and subsequently have fairly wide accuracyranges. They are typically used for project screening,determination of feasibility, concept evaluation, andpreliminary budget approval. Typically, engineering is from1% to 5% complete, and would comprise at a minimum thefollowing: plant capacity, block schematics, indicatedlayout, process flow diagrams (PFDs) for main processsystems, andpreliminary engineered process and utility equipment lists.


End Usage:Class 4 estimates are prepared for a number of purposes,such as but not limited to, detailed strategic planning,business development, project screening at moredeveloped stages, alternative scheme analysis,confirmation of economic and/or technical feasibility, andpreliminary budget approval or approval to proceed to nextstage.

Estimating Methods Used:Class 4 estimates virtually always use stochasticestimating methods such as equipment factors, Langfactors, Hand factors, Chilton factors, Peters-Timmerhausfactors, Guthrie factors, the Miller method, gross unitcosts/ratios, and other parametric and modelingtechniques.

Expected Accuracy Range:Typical accuracy ranges for Class 4 estimates are -15% to-30% on the low side, and +20% to +50% on the high side,depending on the technological complexity of the project,appropriate reference information, and the inclusion of anappropriate contingency determination. Ranges couldexceed those shown in unusual circumstances.

Effort to Prepare (for US$20MM project):Typically, as little as 20 hours or less to perhaps more than300 hours, depending on the project and the estimatingmethodology used.

Figure 2b. – Class 4 Estimate

CLASS 3 ESTIMATEANSI Standard Reference Z94.2-1989 Name:Budget estimate (typically -15% to + 30%).

Alternate Estimate Names, Terms, Expressions,Synonyms:Budget, scope, sanction, semi-detailed, authorization,preliminary control, concept study, development, basicengineering phase estimate, target estimate.

Description:Class 3 estimates are generally prepared to form the basisfor budget authorization, appropriation, and/or funding. Assuch, they typically form the initial control estimate againstwhich all actual costs and resources will be monitored.Typically, engineering is from 10% to 40% complete, andwould comprise at a minimum the following: process flowdiagrams, utility flowdiagrams, preliminary piping and instrument diagrams, plotplan, developed layout drawings, and essentially completeengineered process and utility equipment lists.


End Usage:Class 3 estimates are typically prepared to support fullproject funding requests, and become the first of theproject phase “control estimates” against which all actualcosts and resources will be monitored for variations to thebudget. They are used as the project budget until replacedby more detailed estimates. In many owner organizations,a Class 3 estimate may be the last estimate required andcould well form the only basis for cost/schedule control.

Estimating Methods Used:Class 3 estimates usually involve more deterministicestimating methods than stochastic methods. They usuallyinvolve a high degree of unit cost line items, although thesemay be at an assembly level of detail rather than individualcomponents. Factoring and other stochastic methods maybe used to estimate less-significant areas of the project.


Effort to Prepare (for US$20MM project):Typically, as little as 150 hours or less to perhaps morethan 1,500 hours, depending on the project and theestimating methodology used.

Figure 2c. – Class 3 Estimate

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CLASS 2 ESTIMATEANSI Standard Reference Z94.2-1989 Name:Definitive estimate (typically -5% to + 15%).

Alternate Estimate Names, Terms, Expressions,Synonyms:Detailed control, forced detail, execution phase, mastercontrol, engineering, bid, tender, change order estimate.

Description:Class 2 estimates are generally prepared to form a detailedcontrol baseline against which all project work is monitoredin terms of cost and progress control. For contractors, thisclass of estimate is often used as the “bid” estimate toestablish contract value. Typically, engineering is from 30%to 70% complete, and would comprise at a minimum thefollowing: process flow diagrams, utility flow diagrams,piping and instrument diagrams, heat and materialbalances, final plot plan, final layout drawings, completeengineered process and utility equipment lists, single linediagrams for electrical, electrical equipment and motorschedules, vendor quotations, detailed project executionplans, resourcing and work force plans, etc.


End Usage:Class 2 estimates are typically prepared as the detailedcontrol baseline against which all actual costs andresources will now be monitored for variations to thebudget, and form a part of the change/variation controlprogram.

Estimating Methods Used:Class 2 estimates always involve a high degree ofdeterministic estimating methods. Class 2 estimates areprepared in great detail, and often involve tens ofthousands of unit cost line items. For those areas of theproject still undefined, an assumed level of detail takeoff(forced detail) may be developed to use as line items in theestimate instead of relying on factoring methods.


Effort to Prepare (for US$20MM project):Typically, as little as 300 hours or less to perhaps morethan 3,000 hours, depending on the project and theestimating methodology used. Bid estimates typicallyrequire more effort than estimates used for funding orcontrol purposes.

Figure 2d. – Class 2 Estimate

CLASS 1 ESTIMATEANSI Standard Reference Z94.2 Name:Definitive estimate (typically -5% to + 15%).

Alternate Estimate Names, Terms, Expressions,Synonyms:Full detail, release, fall-out, tender, firm price, bottoms-up,final, detailed control, forced detail, execution phase,master control, fair price, definitive, change order estimate.

Description:Class 1 estimates are generally prepared for discrete partsor sections of the total project rather than generating thislevel of detail for the entire project. The parts of the projectestimated at this level of detail will typically be used bysubcontractors for bids, or by owners for check estimates.The updated estimate is often referred to as the currentcontrol estimate and becomes the new baseline forcost/schedule control of the project. Class 1 estimates maybe prepared for parts of the project to comprise a fair priceestimate or bid check estimate to compare against acontractor’s bid estimate, or to evaluate/dispute claims.Typically, engineering is from 50% to 100% complete, andwould comprise virtually all engineering and designdocumentation of the project, and complete projectexecution and commissioning plans.


End Usage:Class 1 estimates are typically prepared to form a currentcontrol estimate to be used as the final control baselineagainst which all actual costs and resources will now bemonitored for variations to the budget, and form a part ofthe change/variation control program. They may be used toevaluate bid checking, to support vendor/contractornegotiations, or for claim evaluations and disputeresolution.

Estimating Methods Used:Class 1 estimates involve the highest degree ofdeterministic estimating methods, and require a greatamount of effort. Class 1 estimates are prepared in greatdetail, and thus are usually performed on only the mostimportant or critical areas of the project. All items in theestimate are usually unit cost line items based on actualdesign quantities.


Effort to Prepare (for US$20MM project):Class 1 estimates require the most effort to create, and assuch are generally developed for only selected areas of theproject, or for bidding purposes. A complete Class 1estimate may involve as little as 600 hours or less, toperhaps more than 6,000 hours, depending on the projectand the estimating methodology used. Bid estimatestypically require more effort than estimates used for fundingor control purposes.

Figure 2e. – Class 1 Estimate

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COMPARISON OF CLASSIFICATION PRACTICES

Figures 3a through 3c provide a comparison of the estimate classification practices of various firms,organizations, and published sources against one another and against the guideline classifications.These tables permits users to benchmark their own classification practices.

Figure 3a. – Comparison of Classification Practices

AACE ClassificationStandard

ANSI StandardZ94.0 AACE Pre-1972

Association of CostEngineers (UK)

ACostE

Class 5Order of Magnitude

Estimate-30/+50

Order of MagnitudeEstimate

Order of MagnitudeEstimate

Class IV -30/+30

Budget EstimateClass II -10/+10

Study EstimateClass III -20/+20

Study Estimate

Preliminary Estimate

Budget Estimate-15/+30

Class 4

Class 3

Definitive Estimate-5/+15

Definitive EstimateClass I -5/+5

Definitive Estimate

Detailed Estimate

Class 2

Class 1

INCR

EASI

NG P

ROJE

CT D

EFIN

ITIO

N

Norwegian ProjectManagement

Association (NFP)

Concession Estimate

Exploration Estimate

Feasibil ity Estimate

AuthorizationEstimate

Master ControlEstimate

Current ControlEstimate

American Societyof Professional

Estimators (ASPE)

Level 1

Level 2

Level 3

Level 4

Level 5

Level 6

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Figure 3b. – Comparison of Classification Practices

[1] John R. Heizelman, ARCO Oil & Gas Co., 1988 AACE Transactions, Paper V3.7[2] K.T. Yeo, The Cost Engineer, Vol. 27, No. 6, 1989[3] Stevens & Davis, BP International Ltd., 1988 AACE Transactions, Paper B4.1 (* Class III is inferred)[4] Peter Behrenbruck, BHP Petroleum Pty., Ltd., article in Petroleum Technology, August 1993

Figure 3c. – Comparison of Classification Practices

INCR

EASI

NG P

ROJE

CT D

EFIN

ITIO

N

C lass SStrategic Estimate

AACE Classif icationStandard

Class 5

Class 4

Class 3

Class 2

Class 1

Major ConsumerProducts Company

(Confidential)

Major Oil Company(Confidential)



Class 1Conceptual Estimate

Class 2Semi-Detailed

Estimate

Class 3Detailed Estimate

Class VOrder of Magnitude

Estimate

Class IVScreening Estimate

Class IIIPrimary Control

Estimate

Class IIMaster Control

Estimate

Class ICurrent Control

Estimate

Class AProspect Estimate

Class BEvaluation Estimate

Class CFeasibil ity Estimate

Class DDevelopment

Estimate

Class EPreliminary Estimate

Class FMaster Control

Estimate

Current ControlEstimate

Class V

Class IV

Class III

Class II

Class I

INC

REA

SIN

G P

RO

JEC

T D

EFIN

ITIO

N

C lass V

AACE Classi f icat ionStandard

Class 5

Class 4

Class 3

Class 2

Class 1

J.R. Heizelman,1988 AACE

Transactions [1]

K.T. Yeo,The Cost Engineer,

1989 [2]

Stevens & Davis,1988 AACE

Transactions [3]

P. Behrenbruck,Journal of PetroleumTechnology, 1993 [4]

Class IV

Class III

Class II

Class I

Class VOrder of Magnitude

Class IVFactor Est imate

Class IIIOff ice Est imate

Class IIDefinit ive Estimate

Class IFinal Est imate

Class III*

Class II

Class I

Order of Magnitude

Study Est imate

Budget Est imate

Control Est imate

9




June 15, 1998

8 of 8

ESTIMATE INPUT CHECKLIST AND MATURITY MATRIX

Figure 4 maps the extent and maturity of estimate input information (deliverables) against the fiveestimate classification levels. This is a checklist of basic deliverables found in common practice in theprocess industries. The maturity level is an approximation of the degree of completion of the deliverable.The degree of completion is indicated by the following letters.

• None (blank): development of the deliverable has not begun.• Started (S): work on the deliverable has begun. Development is typically limited to sketches, rough

outlines, or similar levels of early completion.• Preliminary (P): work on the deliverable is advanced. Interim, cross-functional reviews have usually

been conducted. Development may be near completion except for final reviews and approvals.• Complete (C): the deliverable has been reviewed and approved as appropriate.

ESTIMATE CLASSIFICATIONGeneral Project Data: CLASS 5 CLASS 4 CLASS 3 CLASS 2 CLASS 1

Project Scope Description General Preliminary Defined Defined DefinedPlant Production/Facility Capacity Assumed Preliminary Defined Defined DefinedPlant Location General Approximate Specific Specific SpecificSoils & Hydrology None Preliminary Defined Defined DefinedIntegrated Project Plan None Preliminary Defined Defined DefinedProject Master Schedule None Preliminary Defined Defined DefinedEscalation Strategy None Preliminary Defined Defined DefinedWork Breakdown Structure None Preliminary Defined Defined DefinedProject Code of Accounts None Preliminary Defined Defined DefinedContracting Strategy Assumed Assumed Preliminary Defined Defined

Engineering Deliverables:Block Flow Diagrams S/P P/C C C CPlot Plans S P/C C CProcess Flow Diagrams (PFDs) S/P P/C C CUtility Flow Diagrams (UFDs) S/P P/C C CPiping & Instrument Diagrams (P&IDs) S P/C C CHeat & Material Balances S P/C C CProcess Equipment List S/P P/C C CUtility Equipment List S/P P/C C CElectrical One-Line Drawings S/P P/C C CSpecifications & Datasheets S P/C C CGeneral Equipment Arrangement Drawings S P/C C CSpare Parts Listings S/P P CMechanical Discipline Drawings S P P/CElectrical Discipline Drawings S P P/CInstrumentation/Control System Discipline Drawings S P P/CCivil/Structural/Site Discipline Drawings S P P/C

Figure 4. – Estimate Input Checklist and Maturity Matrix

REFERENCES

ANSI Standard Z94.2-1989. Industrial Engineering Terminology: Cost Engineering.AACE International Recommended Practice No.17R-97, Cost Estimate Classification System.

10


Chapter 2

Inputs to the Estimating Process

Chapter 2

Inputs to the Estimating Process

2-1

Chapter 2 Inputs to Estimating Process

Chapter 2 – Inputs to Estimating Process

Introduction

This Chapter describes the key inputs to the cost estimating process and focuses primarily on the transmit-

tal of project scope definition to the estimating team. Scope definition is consistently identified as the most

important factor in estimating accuracy. Scope communication between the engineering and estimating

teams is particularly critical in the early stages of project development when little scope is physically shown

in the documents. The engineer is expected to work closely with the estimating team throughout the plan-

ning and design phases of the project to ensure effective communication of the scope including both what

is shown and not shown in the documents. An integrated design and estimating team will help facilitate the

scope transfer and cost estimate development process.

The primary cost estimating inputs covered in this chapter are:

• GeneralEstimatePreparation

• EstimateWorkBreakdownStructure

• ProjectScope(Reports,Drawings,Specifications,etc.)

– ScopeDefinition

– GapAnalysis

– Scope Change Log

• ProjectRisks

• ProjectSchedule

• Pre-EstimatePreparationMeeting

Estimate Preparation Services

Insomeinstances,theengineerisrushedtomakeadeliverabledateandtheestimatingteammaynotbe

givensufficienttimetoprepareaqualityestimate.Inothercases,theestimatingteammaybestretched

withworkloadandnotapplyadequatetimetodevelopaproperestimate.Independentofcause,ahasty

estimate can obviously result in greater estimating error.

The estimating team is encouraged to develop a cost estimating model that can be used to quickly deter-

minethelevelofeffortandcosttoprovideadequatecostestimatingservices,meetingalloftherequire-

mentsoutlinedinthisManual.Factorsthatshouldbeconsideredinthemodelincludebutarenotlimited

to the following:

• Costestimateclass(5,4,3,2,or1)

• Estimatedtotalconstructioncost

• Projectcomplexity

• EstimatedNo.ofDrawings

2-2


• Availabilityofeffectiveparametriccostmodels(forearlyestimates)

• Effectivenessofcoordinationandcommunicationofdesignteamwithestimatingteam

• Averagehourlyratesofestimatingstaff

TheAACEhasanexamplecostestimatingservicesmodelthatcanbedownloadedfromthewebsiteand

calibrated based on each estimating team’s historical estimating experience. This model only includes cost

and time for the cost estimating function. It does not include the level of effort required of the engineering

team to develop the deliverables and coordinate with the estimating team.

Toensureadequatemanagementof thescheduleandbudgetofallestimatingservices, theconsultant

engineer shall provide the following information:

• AtthebeginningofboththefacilityplanningandthedesignphaseofallBEDCprojects,thedesignandestimatingteammustidentifytheamountoftimerequired,thenumberofestimatorsrequired,andthescheduleforpreparationofallestimates.ThisinformationmustbesummarizedintheProjectManage-mentPlanandincorporatedintotheEngineer’sbaselineprojectschedule.Anyprojectedschedulevariation or any significant change in the overall project scope should be reported to the estimating team so that the estimating services plan can be adjusted as necessary to ensure adequate time and budget for preparation of a sound cost estimate at all submittal milestones.

• InthecoverletterforallcostestimatessubmittedtoBEDC,theengineerofrecordmustdocumentthedatethatthescopepackagewasdeliveredtotheestimatingteam,thedatetheprojectteammetwiththeestimatingteamtoreviewtheinformation,thedatetheestimatewasreturnedtotheengineerforreview,andthedatetheestimatewassubmittedtoBEDC.TheleadestimatorshouldbecopiedonthecorrespondencetoBEDC.

• Theconsultant’smonthlyinvoiceshouldincludeaseparatetaskforcostestimatingsupportandser-vices. The invoice must include an itemized list of the name and corresponding number of hours devoted to cost estimating services during the billing period.

Estimate Work Breakdown Structure (WBS)

TheWBSisahierarchallistingofelementsthatorganizesanddefinesthescopeoftheprojectintoman-

ageableanddefinableareasandpackagesofwork.AstandardWBSmustbecreatedpriortoinitiating

anycostestimatingservices.TheWBSprovidesthestructureinwhichtoproducetheestimateandmust

remain constant throughout each of the project estimating phases.AnestablishedWBSprovidesthefol-

lowing benefits:

1. Drivesconsistencyintheelementsandlineitemsincludedinthecostestimates.

2. Actsasachecklisttoensureallrequiredelementsareincludedintheestimate.

3. Providesacommunicationtoolbetweenthedesignerandestimatorforscopedefinitionateachesti-mating interval.

4. Provides a framework for allocating costs to scope items not shown at various cost estimatingintervals.

5. Facilitatescostreconciliationfromoneestimatetothenextbyisolatingareasofcostincrease.

6. Facilitates reviewandcomparisonofcostestimatesatbothagross levelanddetailed levelacrossmultiple capital projects.

2-3


Astandardsix-levelWBSstructurehasbeenestablishedforBEDCCapitalProjectsandisasshownbelow:

Level 1 – Area

Level 2–Process

Level 3 – System

Level 4–Group/Division

Level 5–WorkPackage

Level 6 – Assembly

Level 1 – Area

AreaisthehighestleveloftheWBSandrepresentsageographicalareaofthesitewithadefinedboundary

that may include one or more process units. Areas may also included non-process parts of a plant includ-

ingroads,walkways, landscaping,buildings,etc. Examplesof typicalareas includeHeadworks,Solids

Handling,PrimaryClarification,orEffluentPumpStation. The boundaries for an area are generally defined

as the footprint of all the process elements that are co-located in the same discrete area. Interconnecting

pipingandotherutilities(betweenprocessunits)shouldbeassignedtothe“General/Site”area.

Level 2 - Process

A process unit typically changes the physical properties of whatever enters it or it can be a utility process

thatenhancesorimprovestheefficiencyoftheprocessfunction.ExamplesofprocessesincludePrimary

Clarification,Screening,orThickening.Dependingonthefacility,aprocessunderanAreacanbeoneinthe

same.Forexample,theFiltrationprocesscanbelocatedintheFiltrationareaalongwithotherprocesses

such as the FiltrationBackwashWasteBasin. In other cases the processes can be different from the area.

Forexample,theScreeningprocessistypicallylocatedintheHeadworksarea,alongwithotherprocesses

such as CoarseSolidsReduction,GritProcessing,etc.Manyoftheelementswithinanygivenareaare

requiredtocompletethefacility,butarenotnecessarilypartofanygivenprocess.Forconsistency,items

notshownontheP&ID’s(ProcessandInstrumentationDiagrams)ornotdirectlyattributabletosystems

shownontheP&ID’s,shouldbeassignedtothe“General/Building”designationatWBSLevel2.Support

elements,suchaselectricalservice,instrumentation,SCADA,thatcanbeattributedtoaprocessand/or

systemshouldbeassignedtothatprocess/system.Tomakethisdistinction,determineiftheelementwould

beeliminatediftheprocess/systemwaseliminated.

Level 3 – System

Asystemisacomponentofaprocessthatisrequiredinordertoachievetheprocessobjective.Examples

of systems include GritCyclone for thegrit removal process,BackwashPumpSystem for the filtration

process,orChlorine Contact TankfortheDisinfectionProcess.Capacityand/orsizinginformationforeach

systemisalsoprovidedbythedesignteam.Thedistinctionbetweena“process”anda“system”canalso

be explained by the following:

• Aprocessiswhatisbeingdonetothematerialintheprocessstream.

• Systemsarethephysicalcomponentsthatenabletheprocess.

2-4


Sincesomesystemsmaybeoptional,dependingonprocessdesign,andthedifferenttypesofsystems

mayalsoaccomplish thesamepurposewith theprocess, it isessential that thedesign teamdefineall

systems required for a given process.

Foritemsassignedtothe“General/Buildings”designationatWBSLevel2,systemdesignationsatWBS

Level3shouldfollowUniformatIIforMajorGroupItemsasdefinedbyASTME1557-05designations.These

include:

A – Substructure

B – Shell

C – Interiors

D – Services

E–EquipmentandFurnishings

F–SpecialConstructionandDemolition

G – Sitework

ForincorporationintotheoverallWBSforatreatmentplantproject,thecodeshouldbelinkedtogetherto

includetheabbreviationfortheGeneral/Buildingsprocessasshownbelow:

G/B-A – Substructure

G/B-B – Shell

etc.

Level 4 – Group/Division

Level4organizesprojectelementsintogroups(GroupElementsinASTME1557)and/orCSImajordivi-

sions(Divisions1through17).

Level 5 – Work Package

TheWorkPackagelevelislargelywheretheworkpackagesarebrokendownbasedonthediscipline,trade,

orcrew.Workpackagesaregenerallythescopeofworkwithineachsystemthatwouldbeperformedbya

specialtysubcontractortothegeneralcontractororbyaseparatetradediscipline/crewwithinthegeneral

contactor’sforces.(InASTME1557WorkPackagesareidentifiedasIndividualElements).Examplesof

WorkPackagesincludeMassExcavation,StructuralExcavation,Equipment,ProcessPiping,YardPiping,

Plumbing, Structural Concrete, Structural Steel, MiscellaneousMetal, Masonry, Electrical, Painting and

Coating,etc.AstandardlistofWorkPackagesorganizedbyCSIdivisionisincludedasAttachment2-1to

thisManual.

Level 6 – Assembly

AssemblyisthelowestleveloftheWBSandiswherethedetailedquantitytake-offisperformed.Assemblies

are used to convert the dimensional information available on the plan to detailed line item quantities in order

tocalculatethecostoflabor,materials,equipment,subcontracts,etc.fortheelementsshownonthedesign

2-5


drawings.Forexample,giventhedimensionsandrebarsizing/spacingforaslabongrade,theestimator

can determine quantities for the detailed line items such as:

• Finegrading/subgradepreparation

• Volumeofaggregatebase(ifrequired)

• Vaporbarrier(ifrequired)

• Formworkarea

• Concretevolumetobuyandplace

• Surfaceareaofconcreterequiringfinishing

• Quantityofreinforcingsteeltobuyandinstall

ApartialsampleofaWBSforaportionofawastewatertreatmentplantisshownbelow:

Level 1(Area) – Headworks

Level2(Process)-General

Level2(Process)-Screening

Level2(Process)–CoarseSolidsReduction

Level2(Process)–OdorCollection

Level2(Process)–General/Buildings

Level 2 (Process) – Grit/Debris Processing

Level3(System)–GritClassifications/SeparationandWashing

Level3(System)-GritConveyance

Level3(System-GritReceptacle

Level 3 (System) – Grit Removal

Level4(Group/Discipline)–Equipment/Division11

Level4(Group/Discipline)–Piping/Division15

Level4(Group/Discipline)–Electrical/Division16

Level 5 (Work Package) – Electrical Service and Distribution

Level 6 (Assembly) – Equipment Connection

DetailEstimateLineItems(includedintheassembly):

Conduit

Wire/Cable

Flex

MotorConnection

LocalVFD/ControlStation

Disconnects

Heat Trace

Intheexampleabove,multipleprocessesexistwithinthesamearea.Accordingly,systemsthatareachild

ofthearea(buildingsubstructure,buildingservices,buildingsuperstructure),butarecommontoandsup-

2-6


portmultipleprocesseswouldbeassignedto“General/Buildings”atLevel2asshownbelow:

Level 1 (Area) – Headworks

Level2(Process)–Screening

Level2(Process)–CoarseSolidsReduction

Level2(Process)–Grit/DebrisProcessing

Level 2 – General/Buildings

Level3–G/B-A;Substructure

Level4(WorkPackage)–StructureExcavation

Level4(WorkPackage)–Foundation

Level3–G/B-Services

Level4–(Group/Division)–Electrical/Division17

Level4–(Group/Division)–Plumbing/Division15

Level4–(Group/Division)–HVAC/Division15

Level4–(Group/Division)–FireProtection/Division15

Level 3 – G/B - Shell

Level 4 - (Group/Division) – Exterior Enclosure/Division 3

Level 5 – Exterior Walls

Level 6 – (Assembly) – CIP Concrete Walls

Assembly includes these detail items:

Concrete

Construction Joints

Waterstop

Formwork

Placement

Reinforcing

EmbeddedItems

StripForms

Finish

Cure

Intheexampleabove,theLevel3itemsdonotsupportanygivenprocessandthereforetheyareassigned

to“General”atLevel2.ThissamerationaleapplieswheneveraWBSvalueatanylevelisnotspecificto

anygivenWBSelementatthehigher(parent) level. If theelementcannotbespecificallyassignedtoa

uniqueelementatthehigherlevel,itisassignedtothe“General”valueatthehigherlevel.Anotherwayto

determine whether an element belongs to a specific element at a higher level is to evaluate whether or not

the lower level element is required if the higher level element is deleted. If the lower level element is still

required(eventhoughitmaybedownsized),itshouldbeassignedtothe“General”WBSvalueatthehigher

2-7


level.Conversely,ifthelowerlevelelementisnolongerrequiredifthehigherlevelelementiseliminated,it

should be assigned specifically to the corresponding higher element.

AnexampleWBSfortypicalwastewaterfacilitiescanbediscernedintheExampleCostEstimatingOutput

ReportsincludedasAttachments 4-1andreferencedinChapter4ofthisManual.Level5(WorkPackage)

andLevel6(Assembly)WBSvalues,organizedbyCSIspecificationdivisionforuseonalltypesofDEP

projects are included in Attachment 2-1ofthisManual.

WBS Development by Deliverable Milestone and Estimate Class

Table 2-1providesasummaryoftheminimumanddesirableleveloftheWBSthatmustbedevelopedfor

eachcostestimateateachdeliverymilestone.TheminimumanddesirablelevelsoftheWBSreflectthe

rangeofscopedefinitionthatmaybeavailableateachestimatinginterval.Levels1through3oftheWBS

shouldbedefinedbytheengineerofrecordwhilelevels4and5canbedevelopedjointlybytheengineer

and the estimating team with the engineer likely providing the initial definition and the estimating team

verifying this information. Level6, and thedetailedestimate line itemsbelowLevel6, aredefinedand

generated by the estimating team.

T A B L E 2 - 1 W B S R E q u i R E M E n T S f o R E A C h E S T i M A T E D E L i v E R A B L E

Life CyCLe MiLestone estiMate CLass MiniMuM WBs LeveL DesiraBLe WBs LeveL

Project Initiation 5 None Level 2 - Process

Facility Planning 4 Level 2 - Process Level 3 - System

Preliminary Design – 30% 3 Level 5 – Work Package Level 6 – Assembly

Final Design – 60% 2 Level 5 – Work Package Level 6 – Assembly

Final Design – 90/100% 1, 2 Level 5 – Work Package Level 6 – Assembly

Project Scope

Toensurethattheestimateaccuratelyincludesallelementsoftheapprovedprojectscope,thedesignteam

shall transmit a project scope definition package to the estimating team at each estimating milestone. The

projectscopedefinitionpackageshallinclude,ataminimum,thefollowingdocuments:

• WBS

• ScopeDocuments(Reports,Memos,Drawings,Specifications,etc.)

• GapAnalysis

• ScopeChangeLog

Work Breakdown Structure

TheWBSwillbeusedbytheengineeringteamtocommunicateadetaileditemizedscopeoftheoverall

project to the estimating team. This is a particularly valuable tool to communicate scope shown and scope

notshown.Oftentheengineerhasanunderstandingofthescopeoftheprojectbeyondwhathasbeen

2-8


documentedtodateviatheplanningdocumentsorthedesigndrawingsandspecifications.Ontheother

hand, theestimator’sunderstandingof thescope issomewhat limited towhat isshown in thephysical

documents.

TheestimatingteamwillusetheWBStransmittedbytheengineertostructurethedevelopmentandpre-

sentation of the cost estimate. The estimating team will develop line item costs at the lowest level available

intheWBSforeacharea.Dependingonwhatlevelthisis,thelineitemestimatecouldbebasedonresults

ofparametricmodeling(e.g.Level2),estimatedallocations(Level1,2,3,or4),orquantitiesshownoras-

sumed(e.g.Level6).TheWBSshouldbeasdetailedaspossiblebasedontheengineer’sunderstanding

of theultimateprojectscope. Themoredetailed theWBScanbedeveloped, themorepowerfula tool

itwillbetotheestimatingteamtoallocatecoststotheproject,andthemorevaluabletotheengineerin

reviewingtheestimate.Asestimatesaredevelopedthroughthelifecycleandadditionalscopeisshown,

costsassociatedwithunquantifieditemswillshiftfromallocationstomoredetailed(andcorrespondingly

moreaccurate)take-offs.

Scope Definition

Projectscopedefinitionisthemostcriticalelementinsuccessfulcostestimating.Aminimumlevelofscope

definitionisrequiredforeachAACEEstimatingClass.Ifthenecessaryscopedefinitionisnotprovidedat

eachmilestone,theestimatingteamcannotdeveloptheassociatedclassofestimatewiththeexpected

rangeofaccuracy.TheBEDChasdevelopedasummaryofthescoperequirementsforeachdeliverable

milestoneandassociatedAACEEstimatingClass(SeeAttachment 2-2).Thetableisasignificantexpan-

sionofFigure4intheAACERecommendedPracticeNo.18R-97(seepage8ofAttachment 1-1)tailored

largely to the municipal water and wastewater industries. The engineer is required to review the content

table and ensure that as many items as possible are included with each associated deliverable. Areas that

could not be developed due to lack of information shall be flagged to the estimating team and should be a

focusoftheGapAnalysisdescribedinthenextsection.

Inanyproject,certainelementsoftheprojectwillhavethemostsignificanteffectonthefinalconstruction

cost.Asaruleofthumb,about20%oftheelementsofaprojectcancomprise80%ofthetotalcost.These

elementsor“costdrivers”shouldbeidentifiedasearlyintheprojectlifecycleaspossibleandthedesign

team should focus progress on design development based on the key cost drivers. This will improve the

expectedaccuracyof thecostestimatesatearlystagesofprojectdevelopment. Ingeneral, thecontent

requirements for each class of estimate shown in Attachment 2-2ofthisManualareintendedtocapture

the key cost drivers at early stages of project development.

2-9


Costdriversvarydependingonthetypeofprojectandtheproject-specificscope.Forwaterandwaste-

water treatmentplantwork,keycostdrivers inearlystagesofprojectdevelopment typically includethe

following:

T A B L E 2 - 2 K E y C o S T D R i v E R S i n E A R L y P R o j E C T D E v E L o P M E n T

estiMate CLass Key Cost Drivers

Class 5 CapacitySite SelectionProcess Selection

Class 4 Major Process Design CriteriaPreliminary Site PlanPreliminary Geotechnical InformationPreliminary Hydraulic Profile Preliminary Equipment ListPreliminary Electrical LoadsPreliminary Building, Structure, and Process Area Elevations, Plans and Major Sections (Archi-tectural and Mechanical Disciplines with approximately structural dimensions)

Class 3 Final Geotechnical PlanSite Hazard AssessmentFinal Site Plan and Hydraulic Profile (Site Civil Works)Building and Process Area Plans and Major SectionsPreliminary Concrete and Reinforcing Steel QuantitiesMechanical Equipment and ValvesLarge PipingElectrical Equipment and Distribution (Single Line Drawings)Architectural ElevationsProcess and Instrumentation DrawingsConstruction Duration (General Conditions)

Gap Analysis

AGapAnalysisisasystematicreviewandevaluationofthedesigndocumentsagainsttheapprovedscope.

Inperforming theGapAnalysis, thecurrentdesigndeliverablesare reviewed toassess theelementsof

thedesignscopethatareandarenotillustrated.The“gap”itemsconveyscopeelementsknownbythe

engineer to ultimately be required to complete the project but are not yet shown in the unfinished contract

documents.TheestimatorsusetheGapAnalysistodevelopascompleteapriceaspossiblebyincluding

unshownitemsidentifiedintheAnalysis.Ingeneral,themorecomprehensivetheGapAnalysis,theless

uncertainty in the cost estimate.

TheGapAnalysis isperformedby theprojectdesign team.The leaddesignersshould identifyareasof

thedesignthatrequirefurtherdevelopment,aswellaselementsthatwillberequired,buthaveyettobe

designed.AspartoftheGapAnalysis,theengineershouldprovideguidanceonhowtoclosethescope

gapintheestimatingprocess.Wherepossible,oneormoreofthefollowingstrategiesshouldbeusedto

close the identified scope gaps and communicate information to the estimating team:

2-10


• Itemizedlist(withreferencetodrawingnumber)ofscopeitemsneededbutnotshown(e.g.structuralfootingdrainpipe,peagravel,geotextile,andobservationmanhole).

• Handmark-uponthedocumentsdeliveredtotheengineerwitheithersketchesornotesofitemsthatwillbeaddedinsubsequentdeliverablemilestonesandincludealistoftheseitemsintheGapAnalysisnarrative.

• Hand mark-ups of existing facility drawings describing the change or elements to be replaced/repaired.

• Handmark-upsofdrawingsofsimilarscopeitemsfromotherprojectsshowingmodifieddimensionsandnotescommunicatingthedifferencesbetweenthe“go-by”designandthecurrentproject.(e.g.modifyclarifierdiameterfrom50to70feetandinfluent/effluentpipediameterfrom12to18-inch)

• Providecutsheetsorothermanufacturer’sinformationformajorequipmentandsuppliesandwhenavailable,vendorphonequotes.

Regardlessof theestimateclassbeingperformed, theestimators shoulduse themostdetaileddesign

informationavailableatthetimetheestimateisbeingprepared.Prioritizationofavailabledesigndatatobe

usedforinputintotheestimate(indescendingorder)is:

• Quantitiesfromdetailedengineeringdesigndocumentsforthecurrentprojectincludinghandmark-ups where possible

• Quantitiesfrom“Go-by”detaildesignsfromasimilarproject

• Costestimatingrelationships(capacityfactors,equipmentfactors,etc.)

Scope Change Log

Eachprojectteamisrequiredtomaintainascopechangelogthroughoutthedesignphaseoftheproject.

Thescopechangelogisatooltorecordallchangestothedefinedprojectscope.DuringtheDesignPhase,

the Scope Change Log should maintain a record of any changes to the project that were either not defined

ornotanticipatedattheinitiationoftheDesignphase.Typically,thescopeofaprojectduringtheFacility

PlanningPhaseiscapturedinaBasisofDesignReport(BODR).Itisparticularlyimportanttodocumentall

scope items that were not accounted for in the previous estimate to help direct the estimating team to the

new scope items. The most recent version of the Scope Change Log shall be submitted to the estimating

team with each project scope definition package to assist in quickly identifying areas of change since the

previous estimate was developed.

Project Risks

Each project team is required tomaintain a RiskRegister throughout the life cycle of the project. The

RiskRegisterisatooltorecordallidentifiedprojectrisksthatcouldimpactthebudgetorscheduleofthe

project.TheRegisterincludesanestimateoftheprobabilityofoccurrenceandquantificationofthepotential

scheduleand/orbudgetimpactofeachidentifiedrisk.AdditionaldetailonhowtheRiskRegistershouldbe

incorporatedintothecostestimateisincludedinChapter5–Contingency.

2-11


Project Schedule

Accurate,realisticconstructionschedulesareacriticalelementfordevelopingaccuratecostestimates.In

additiontofacilitatingcalculationoftime-relatedcosts,anaccurateschedulevalidatesthetimeallottedfor

constructionoftheprojectinthebiddocuments.Ataminimum,theprojectdesignteammustprovidethees-

timatingteamwithsignificantmilestones,anticipatedcontractdates,constraints,andphasingrequirements

for the project. The level of detail required in the project schedule to prepare a proper estimate increases

withestimateclass.Abasicscheduleofconstructionstart,substantialcompletionandfinalcompletionis

sufficientforpreparationofaClass5estimatewhileadetailedcriticalpathmethodGanttschedulealigned

toatleastlevel3oftheWBSisnecessarytoprepareaClass1estimate.Theestimatinganddesignteam

should work together to validate the durations and logic shown.

Pre-Estimate Meeting

Priortodevelopmentofaprojectestimate,ameetingshallbeheldwiththekeyprojectstakeholdersinclud-

ing the design team (ProjectManager and technical leads, key subconsultants as appropriate), BEDC

(ProjectManager and a representative of theCost EstimatingDivision), and the estimating team (lead

estimators).Themeetingshouldbeheldwithinapproximatelyoneweekoftheestimator’sreceiptofthe

ScopePackagefromtheengineer.Themainpurposeofthemeetingistoensurethattheestimatingteam

has a thorough understanding of the project scope. Key discussion items of the meeting shall include but

not be limited to the following areas:

Design Team:• Reviewoverallprojectscope

• ReviewWBS

• Reviewprojectscopenotphysicallyshownbutnecessaryfortheproject(GapAnalysis)

• Reviewspecificareasofchangesincethepreviousestimate(recordedonScopeChangeLog)

• Reviewidentifiedprojectrisks(RiskRegister)

• Provideanyhistoricalcostdatathatmayberelevanttoproject

Estimating Team:• Describeproposedestimatingmethodologyandrelatedassumptions

• DescribeproposedestimateWBS

• Describesourcesofdata(labor,materials,escalations,etc.)

The meeting shall be documented in a set of meeting minutes highlighting key decisions and action items.

All action items shall have an assigned responsible party and due date. The minutes shall be distributed to

key project stakeholders.

2-12


Chapter 2

Attachments

Attachment 2-1 BEDC Work Packages by CSI Divisions

1

Attachment 2-1 BEDC Work Packages by CSI Division - DIVISION 2ATTACHMENT 2-1BEDC WORK PACKAGES BY CSI DIVISION

WORK PACKAGE ASSEMBLY UNIT CLASS 2 CLASS 3 CLASS 4 SCOPE OF ASSEMBLY

HAZMAT ABATEMENT

Asbestos Removal sfType of Asbestos Product, Method of Removal, SF of Surface

Type of Asbestos Product, Method of Removal, SF of Surface

Area of Structure Includes Items for Glove Bag Removal, Testing, Disposal, Containment Structure, Negative Air, & Filtration.

Lead Abatement sf Type of Product (Paint, or Metallic), SF of Surface

Type of Product (Paint, or Metallic), SF of Surface

Area of Structure Includes Items for Containment Structure, Sandblasting, Testing & Disposal.

EARTHWORK

Clear and Grub acre Area for Clear & Grub, Density of Vegetation

Area for Clear & Grub, Density of Vegetation

Area of Clear & Grub Include Equipment for Clearing and Grubbing, Chipping & Disposal.

Logging acre Area for Clear & Grub, Density of Vegetation

Area for Clear & Grub, Density of Vegetation

Area of Clear & Grub Include Equipment and Labor for Felling Trees, Tree Handling, & Transport.

Erosion Control lsLf of Silt Fence, Area for Re-seeding, # Tire Washes, # of Check Dams, lf of Swales

Lf of Silt Fence, Area for Re-seeding, # Tire Washes, # of Check Dams, lf of Swales

Area of Erosion Control Include silt fence, re-seeding, tire washes, check dams, & Swales.

Rip Rap cy Area of Rip Rap, Size of Rip Rap, Grouted Y/N

Include Placement & Grouting of Rip Rap.

Soil Stabilization (lime or cement) cyArea of Stabilization, Depth of Stabilization, % Stabilization by Vol

Area of Stabilization Area of Site Include Lime/Cement Delivery, Spreading, Mixing, and Compaction of Soil to be Stabilized.

Slope Stabilization syArea of Jute Mat, Area of Seeding, lf of Drainage Swales

Area of Stabilization Area of Stabilization Include Items for Jute Mat, Seeding, and Drainage Swales.

Excavation Support sfDepth of Shoring, Shoring Type, Length of Shoring. Type of Support Specialities

Area of Shoring Area of Shoring Includes Shoring Material & Installation, Bracing, & Support Specialities.

Trucking cy (or tons) Vol of Material, Haul Distance, # of Trucks

Vol of Material Vol of Material Includes Loading, & Hauling of Material.

Disposal cy (or tons) Vol of Material, Haul Distance, # of Trucks

Vol of Material Vol of Material Includes Loading, & Hauling of Material.

Mass Excavation & Backfill cy Vol of Cut & Fill, Haul Distance Vol of Cut & Fill Vol of Cut (Assume Site Balance)

Includes Equipment and Labor to Complete Excavation & Backfill.

Structural Excavation & Backfill cyStructure Dimensions, Structure Depth, Excavation Slope Angle,

Vol of Cut & Fill Vol of Cut (Assume Site Balance)

Includes Equipment and Labor to Complete Excavation & Backfill.

Storm Drainage lf

Lf of Drainage Piping, Size of Piping,Type of Piping # of Manholes, # of Culverts, Ave Invert Depth

LF of Drainage Piping Area of Site Include Excavation, Bedding, Backfill, Pipe Laying, Utility Crossing, & Restoration.

Structure Underdrains lfLf of Drainage Piping, Size of Piping,Type of Piping, Ave Invert Depth

LF of Drainage Piping Area of Structure Include Excavation, Bedding, Backfill, Pipe Laying, Utility Crossing, & Restoration.

SURVEYING

Surveying lsTask Type ( Set Control, Building Layout, Grade Checking, As-Built Surveys)

Duration of Survey Crew Approximate Value of Earthwork Package

Inlcudes Survey Crew Hours Based on Task.

SOIL STERILIZINGSoil Sterilizing sy Area Area Area of Structure Includes Application of Sterilant.

Surface Dewatering ls Pump Type, Pump Duration, Pump Qty

Duration of Pumping Approximate Value of Earthwork Package

Includes Sump, Gravel Barrel, Pump & Hose Operation.

DEWATERING

Well Point System lsWell Point Spacing, Length of Line, Number of Header Lines, Days of Operation

Length of Well Point System Approximate Value of Earthwork Package

Includes Well Installation, Wells System Lines, & Pump Operation.

ATTACHMENT 2-1 DIVISION 2 JUNE 2008

2




MEMBRANE LINER

Membrane Liners syLiner Type, Liner Thickness, Liner Area

Liner Area Liner Area Includes Liner Installation as Sub Number based on Job Size (Small, Med, & Large) and Material Type.

CAISSON DRILLING

Caisson Drilling vlf (or ea) Caisson Diameter, Depth, Count, Soil or Rock

Caisson Diameter, Depth, Count, Soil or Rock

Area of Structure Includes Drilling of Caissons by Size and Soil Conditions.

TRAFFIC CONTROL

Traffic Control ls

Required Elements (Traffic Control Plan, # of Flaggers, # of Cones, # of Barrels, # of Barricades, # of Signs, Duration of Work)

Duration of Traffic Control, Area of Traffic Control

Area of Site Includes Traffic Control Elements ( Permits, Flaggers, Cones, Barrels, Barricades, & Signs).

RAILROAD WORK

Rail Road Work ls

Required Improvement Elements ( # of Crossing Gates, # of Signs, # of Signals)

# of Crossings # of Crossings Includes Railroad Improvement Elements (Permits, Crossing Gates, Signs, Signals).

FOUNDATION SUPPORT

Sheetpiling sfDepth of Shoring, Length of Shoring, Shoring Supports

Depth of Shoring, Length of Shoring, Shoring Supports

Area of Shoring Includes Sheet Piling and Special Shoring Elements such as Deadmen, Tie-Backs, Rakers, and Walers.

H Pile & Lagging sfDepth of Shoring, Length of Shoring, Shoring Supports

Depth of Shoring, Length of Shoring, Shoring Supports

Area of Shoring Includes H Piles and Lagging and Special Shoring Elements such as Deadmen, Tie-Backs, Rakers, and Walers.

Secant Walls vlf (or ea) Diameter, Depth, Count, Soil or Rock

Diameter, Depth, Count, Soil or Rock

Area of Shoring Includes Subcontractor Price for Secant Piles.

Tangent Walls vlf (or ea) Diameter, Depth, Count, Soil or Rock


Area of Shoring Includes Subcontractor Price for Tangent Piles.

Slurry Walls sf Wall Length, Width, and Depth. Wall Length, Width, and Depth. Area of Shoring Includes Subcontractor Price for Slurry Walls.

Soil Mixing vlf (or ea) Diameter, Depth, Count, Soil or Rock

Area of Shoring Area of Shoring Includes Subcontractor Price for Soil Mixing.

Underpinning vlf (or ea)No. of Slant Piles, Depth of Slant Piles, Diameter of Slant Piles.

Area of Shoring Area of Shoring Includes Subcontractor Price for Slant Piles.

Jet Grouting vlf (or ea) Diameter, Depth, Count, Soil or Rock


Area of Shoring Includes Subcontractor Price for Jet Grout Columns.

Stone Columns vlf (or ea) Diameter, Depth, Count, Soil or Rock


Area of Shoring Includes Subcontractor Price for Stone Columns.



3



SITE CONCRETE

Curb & Gutter lfLength of Straight Section, Length of Curved Section, Curb only?

Length of Curb Area of Site Includes Curb and/or Gutter.

Concrete Paving sy

Area of Paving, Thickness of Paving, Perimeter of Paving, Pavement Markings (y/n), # of Parking Stalls, Lf of Striping.

Area of Paving, Thickness of Paving

Area of Site Includes Concrete Paving Elements and Pavement Markings.

Sidewalks sfLength of Sidewalk, Width of Sidewalk, Thickness of Sidewalk.

Length of Sidewalk Area of Site Includes Installation of Sidewalk Installation.

Drain Pans sfLength of Drain Pan, Width of Drain Pan, Thickness of Drain Pan

Length of Drain Pan Area of Site Includes Concrete Paving Elements for Drain Pan.

Retaining Walls cy

Length of Wall, Thickness of Wall Height of Wall, Width of Base, Thickness of Base, Rebar #/CY, Face Finish

Area of Wall # of Walls Includes Concrete Construction Elements, Coatings, & Exterior Finishes on Wall Face.

AC PAVING

Pavement Markings ls lf of Striping, # of Parking Stalls, # of Handicap Stalls

LF of Striping Area of Site Includes Subcontractor Price for Pavement Markings.

Paving sy

Area of Paving, Thickness of Paving, Perimeter of Paving, Pavement Markings (y/n), # of Parking Stalls, Lf of Striping.

Area of Paving, Thickness of Paving

Area of Site Includes AC Paving Elements and Pavement Markings.

Wheel Stops ea # of Wheel Stops # of Wheel Stops Area of Site Includes # of Wheel StopsDEMOLITION

Demolition ls # of Crew Days, Volume of Disposal

# of Crew Days, Volume of Disposal

Area of Site Includes Hours for a Standard Demolition Crew and Disposal Costs.

FENCING

Chain Link Fencing lfFence Height, Fence Length, # of Man Gates, # of Vehicle Gates, Barbed Wire (y/n)

Fence Height, Fence Length, # of Man Gates, # of Vehicle Gates, Barbed Wire (y/n)

Area of Site Includes Fence Elements and Gates.


4




LANDSCAOPE & IRRIGATION

Pavers sfType of Pavers, Area of Pavers, Perimeter of Pavers, Base Sand Depth

Area of Pavers Area of Site Includes Installation of Pavers, Weed Barrier, Sand, and Soil Preparation.

Plant Materials eaShrub Type, Shrub Size, Tree Type, Tree Size, # of Plant Relocations

# of Shrubs, # of Trees Area of Site Inlcudes Plant Materials by Size and Type, Staking, Guying, Mulch, and Maintenance.

Grasses sf or acreGrass Area, Grass Type, Fertilizer (y/n), Mulch Type, Loam Thickness

Grass Area Area of Site Includes Grass Planting, Fertilizer, Loam Spreading, and Mulching.

Sprinkler Systems sf

# of Controllers, # of Backflow Preventers, LF of 3" PVC Pipe, LF of 2.5" PVC Pipe, LF of 2" PVC Pipe, LF of 1.5" PVC Pipe, LF of 1" PVC Pipe, LF of 3/4" PVC Pipe, # of 3" Ftgs, # of 2.5" Ftgs, # of 2" Ftgs, # of 1.5" Ftgs, # of 1" Ftgs, # of 3/4" Ftgs, # of Rotary Heads, # of Pop-Up Heads, # of Control Valves

Sprinkler System Area Area of Site Includes Installation of Sprinkler System Components by Type and Quantity.

Ground Cover sf# of Ground Cover Plants, Planting Bed Area, Weed Barrier (y/n), Mulch Type

Area of Ground Cover Area of Site Includes Ground Cover Plants, Planting Bed Preparation, Weed Barrier, and Mulch.

Architectural Boulders ea # of Architectural Boulders Area of Boulders Area of Site Includes Delivery and Machine Placement of Boulders.

Wetland Mitigation lsWetlands Mitigation Plan (y/n), lf of Safety Fence, lf of Silt Fence

Wetlands Mitigation Plan (y/n), lf of Safety Fence, lf of Silt Fence

Area of Site Inlcudes Wetlands Mitigation Plan, Safety Fence, and Silt Fence.

MONITORING WELLS

Monitoring Wells vlf (ea)

# of Monitoring Wells, Depth of Monitoring Wells, Monitoring Well Dia., PVC or Stainless Well Materials, Depth of Soil, Depth of Rock, Decontamination Station (y/n), Contain Water (y/n), Flush Mount or Stick Up

# of Monitoring Wells Area of Site Includes Monitoring Well Drilling, Well Construction including Casing, Screens, Sand, & Bentonite, Access Structure (Flush or Stick-up), Well Development, Decon Station, Water Handling, Clean-up and Soil Disposal.

WELL DRILLING

Well Drilling vlf (ea)

# of Monitoring Wells, Depth of Monitoring Wells, Monitoring Well Dia., PVC or Stainless Well Materials, Depth of Soil, Depth of Rock

# of Wells Area of Site Includes Well Drilling, Well Construction including Casing, Screens, Sand, & Bentonite, Access Structure (Flush or Stick-up), and Well Development.

SIGNAGE

Signage ls

# of Building ID Signs, # of Traffic Signs, # of Room Signs, # of Pipe ID Signs, # of Hazard Signs, # of Restrictive Signs, # of Equipment Tags

# of Signs Area of Site Includes Building ID Signs, Traffic Signs, Room Signs, Pipe ID Signs, Hazard Signs, Restrictive Signs, and Equipment Tags.



5



SITE PIPING

Sanitary Sewer lf

Pipe Dia, Pipe Material, Invert Depth, # of Manholes, Manhole Dia, # of Flared Ends, Bedding Depth

Pipe Dia, LF of Pipe, Ftg Density

Area of Site Includes Pipe Installation, Manholes, Flared Ends, and Bedding.

Fire Protection lf

Pipe Dia, Pipe Material, Pipe Depth, # of 90s, # or Tees, Bedding Depth, # of Hydrants, # of PIVs


Area of Site Includes Pipe Installation, Bedding, Hydrants, PIVs, and Testing.

Gas Piping lfPipe Dia, Pipe Material, Pipe Depth, # of 90s, # or Tees, # of Meters, Bedding Depth


Area of Site Includes Pipe Installation, Bedding, Meters and Testing.

Domestic / Utility Water lfPipe Dia, Pipe Material, Pipe Depth, # of 90s, # or Tees, Bedding Depth


Area of Site Includes Pipe Installation, Bedding, and Testing.

Manholes / Vaults ea# of Manholes, Manhole Depth, Manhole Dia, Type of Cover, Damproofing (y/n)

# of Manholes Area of Site Includes Manhole Base, Precast Risers, Precast Conical Section, Ladder, Damproofing, and Castings.

Cathodic Protection lf DEFER TO ELECTRICAL

Potholing ls# of Potholing Locations, Depth of Exploration, Area of Restoration, Restoration Type

# of Potholes Area of Site Includes Backhoe and Laborer Time, Shoring, and Restoration.

Utility Protection ls

Support Crossing Utility (y/n), Crossing Span, Hand Excavate(y/n), Hand Excavation Vol, Encase Utiltity (y/n), Ecasement Vol

# of Crossings Area of Site Includes Timber & Sling Supports, Hand Excavation, and Concrete Encasement.

PROCESS YARD PIPING*See Div 15

PIPING REHAB*See Div 15

PIPE BURSTING

Pipe Bursting lf

Existing Pipe Dia, Replacement Pipe Dia, Length of Pipe Bursting, Surface Restoration (y/n), Area of Restoration, Type of Restoration

Pipe Dia, LF of Pipe LF of Pipe Includes Subcontractor Price for Pipe Bursting based on Length and Diameter, and Restoration.

JACKING & TUNNELING

Jacking & Tunneling lf

Depth of Launch/Receiving Pits, Diameter of Pipe, Length of Pipe Run

Pipe Dia, LF of Pipe LF of Pipe Includes Subcontractor Price for Jacking/Tunneling based on Length and Diameter, Launch and Receiving Pit Construction and Backfill, and Restoration.


6




FORM/REINFORCE/PLACE/FINISH CONCRETE

Slab on Grade cy

Slab Length, Slab Width, Slab Thickness, LF of CJ, Waterstop Type, Thickened Edge (y/n), Reinforcing, Finish

Slab Length, Slab Width, Slab Thickness, LF of CJ, Waterstop Type, Thickened Edge (y/n), Reinforcing, Finish

Slab Length, Slab Width, Slab Thickness, Reinforcing.

Includes Concrete Formwork, Construction Joints, Waterstop, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Walls cy

Wall Length, Wall Height, Wall Thickness, CJ Spacing, Waterstop Type, Reinforcing, Form Type, Embedded Items, Finish

Wall Length, Wall Height, Wall Thickness, CJ Spacing, Waterstop Type, Reinforcing, Form Type, Embedded Items, Finish

Wall Length, Wall Height, Wall Thickness, Reinforcing.

Includes Concrete Formwork, Construction Joints, Waterstop, Formwork, Placement, Reinforcing, Embedded Items, Strip Forms, Finish, and Cure.

Elevated Slabs cy

Slab Length, Slab Width, Slab Thickness, LF of CJ, Waterstop Type, Reinforcing, Shoring Volume, Embedded Items, Finish

Slab Length, Slab Width, Slab Thickness, LF of CJ, Waterstop Type, Reinforcing, Shoring Volume, Embedded Items, Finish

Slab Length, Slab Width, Slab Thickness, Shoring Height, Reinforcing.

Includes Concrete Formwork, Shoring, Construction Joints, Waterstop, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Beams cy

# of Beams, Length of Beam, Width of Beam, Height of Beams AFF, Depth of Beams, Reinforcing

# of Beams, Length of Beam, Width of Beam, Height of Beams AFF, Depth of Beams, Reinforcing

# of Beams, Length of Beam, Width of Beam, Height of Beams AFF, Depth of Beams

Includes Concrete Formwork, Shoring, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Columns cy

# of Columns, Length of Column, Width of Column, Reinforcing, Finish

# of Columns, Length of Column, Width of Column

Includes Concrete Formwork, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Column Footings cy

# of Footings, Footing Width, Footing Length, Footing Thickness, Reinforcing


# of Footings, Footing Width, Footing Length, Footing Thickness


Continuous Footings cy



# of Footings, Footing Width, Footing Length, Footing Thickness


Stairs cy

# of Treads, Width of Stairs, # of Landings, Length of Landings, Width of Landings, Reinforcing

# of Treads, Width of Stairs, # of Landings, Length of Landings, Width of Landings, Reinforcing

# of Treads Includes Concrete Formwork, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Pipe Supports cy

# of Supports, Pipe Diameter, Support Type, Support Width, Support Height, Support Length, Reinforcing

# of Supports, Pipe Diameter, Support Type, Support Width, Support Height, Support Length, Reinforcing

# of Pipe Supports Includes Concrete Formwork, Placement, Reinforcing, Strip Forms, Finish, and Cure.

Equipment Pads cy

# of Equipment Pads, Pad Length , Pad Width, Pad Thickness, Anchor Bolts (y/n), # of Anchor Bolts, Reinforcing

# of Equipment Pads, Pad Length , Pad Width, Pad Thickness, Anchor Bolts (y/n), # of Anchor Bolts, Reinforcing

# of Equipment Pads Includes Concrete Formwork, Placement, Reinforcing, Strip Forms, Finish, Cure, and Anchor Bolts.



7


PRECAST CONCRETE

Wall Panels sf# of Panels, Area of Panels, Thickness of Panels

# of Panels, Area of Panels, Thickness of Panels

Area of Panels Includes Subcontractor Price to Furnish & Erect Precast Panels.

Roof Tees sf# of Panels, Area of Panels, Thickness of Panels

# of Panels, Area of Panels, Thickness of Panels


Architectural Wall Panels sf

# of Panels, Area of Panels, Thickness of Panels, Surface Type

# of Panels, Area of Panels, Thickness of Panels, Surface Type


CONCRETE REHABILITATION

Joint Repair lfLF of Joint Repair LF of Joint Repair LF of Joint Repair Includes Saw Cutting, Formwork, Placement,

Finish, and Sealants.

Re-Surfacing sfType of Resurfacing, Area of Resurfacing

Type of Resurfacing, Area of Resurfacing

Area of Resurfacing Includes Milling, and Replacement of Concrete.


8




MASONRY SUB

Concrete Block- CMU

sf

Length, Width, size/thickness; height; bond;openings;cmu type;reinf;grout

Wall Area Structure Perimeter Includes scaffolding, layout, block/mortar/rebar/grout, cleaning, sealer

Brick Masonry

sf

Length, Width, size/thickness; height; bond;openings;brick type;reinf;grout

Wall Area Structure Perimeter Includes scaffolding, layout, block/mortar/rebar/grout, cleaning, sealer

Special Masonry-Glass, Stone, Veneers

sf

Length, Width, size/thickness;height;openings;type matl;attachment

Wall Area Structure Perimeter Includes scaffolding, layout, matl/installation,cleaning, sealer



9



STRUCTURAL ERECTION

Structural Steel Framing tonNumber levels, member sizes/count, steel/conn types

Bldg Area, Bldg Height Area of Structure, # of Floors Includes detailing,fab/delivery, hoisting/erecting, all conn's/welding, safety provisions

Joists lfCount, Length, Member size/count, mat'l/conn types, finish

Count, Length Area of Structure Includes detailing,fab/delivery, hoisting/erecting, all conn's/welding, safety provisions

Deck sf Area, Material type/finish, openings, conn details

Bldg Area Area of Structure Includes detailing,fab/delivery, hoisting/erecting, welding, safety provisions

MISCELLANEOUS METALS

Handrail lf Length of Railing, Railing mat'l /type, conn's, finish

Length of Railing Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Stairs & Ladders ea Count,Mat'l type, height, conn's, finish

Count Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Grating sf Area, Mat'l type, openings, support/fastening, finish

Area Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Plate sf Area, Mat'l type, openings, support/fastening, finish

Area Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Guard Rail lf Length, Mat'l type/sizes, post spacing, anchorage

Length Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Embedded Items ls Count, Mat'l type/sizes, finish Count Area of Structure Includes detailing, fab/delivery, shop finishes, installation

Pipe Sleeves ea Count, Mat'l type/sizes Count Area of Structure Includes detailing, fab/delivery, installation

Anchor Bolts set Count, Bolt dia/length, mat'l type, patterns if poss

Count Area of Structure Includes detailing, fab/delivery, installation

Crane Rail lf Length, Mat'l type/size, conn's Length Area of Structure Includes detailing,fab/delivery, hoisting/erection, conn's

Aluminum Covers sfArea, Mat'l type, support/anchorage, special finish

Area Area of Structure Includes detailing, fab/delivery, installation


10




CARPENTRY

Rough Carpentry ls Area, Mat'l sizes/types, location, fastening

Area Area of Structure Includes all labor, materials, fasteners, stock/scrap

Finish Carpentry lsArea, Mat'l sizes/types, location, fastening, prefinishes

Area Area of Structure Includes all labor, materials, fasteners, stock/scrap

Casework lsArea, Mat'l sizes/types, quantity uppers/lowers, prefinishes

Area Area of Structure Includes all labor, materials incl tops, fasteners, stock/scrap

FRP Products (Weir plates) ls Area, Mat'l dimensions, connection

Area Area of Structure Includes detailing fab/delivery, installation



11



Waterproofing/Moisture Protection sf Area, Mat'l type, thickness Area Area of Structure Includes surface prep, application, protection

EIFS sf Area, Mat'l system type, thickness

Area, Mat'l system type, thickness

Area of Structure Includes integral color/finish, surface prep, application, protection

FIREPROOFINGFireproofing sf Area, Mat'l type/hour rating Area Area of Structure Includes surface prep, application, patching

ROOFING

Membrane Roofing sq Area, Mat'l/system type, substrate/ballast

Area Area of Structure Includes safety,surface prep, hoisting, installation, stock/scap,protection

Built-Up Roofing sq Area, Mat'l/system type, substrate/ballast

Area Area of Structure Includes safety,surface prep,hoisting, installation, stock/scap protection

Bituminous Roofing sq Area, Mat'l/system type, substrate/ballast

Area Area of Structure Includes safety,surface prep,hoisting, installation,stock/scrap, protection

Shingle Roofing sq Area, Mat'l type, style Area Area of Structure Includes safety, installation, stock/scrapTile Roofing sq Area, Mat'l type, style Area Area of Structure Includes safety, installation, stock/scrap

METAL SIDING & ROOFING

Metal Siding & Roofing sf Area, Mat'l/ system type, support, openings

Area Perimeter, Area of Structure Includes detailing, fab/delivery, shop finish, hoisting, install, stock/scrap

FLASHING & SHEET METAL

Flashing & Sheet Metal sf Area, Mat'l type/sizes/profiles, attachment

Area Area of Structure Includes fab/deliver, shop finish, installation, stock/scrap

ROOFING ACCESSORIES

Roofing Accessories ls Count, Item sizes/types, anchorage, finish

Count Area of Structure Includes shop finishes, hoisting, installation, stock, cleanup

SEALANTS & CAULKING

Sealants & Caulking ls Length, Mat'l types, bead thicknesses

Length Area of Structure Includes surface prep, priming, application, protection/cleanup

WATERPROOFING/MOISTURE PROTECTION

EXTERIOR INSULATION FINISH SYSTEM (EIFS)


12




DOORS FRAMES & HARDWARE

Doors & Hardware ea Count, Mat'l types, sizes, fire rating, special hdwre

Count Area of Structure Includes setting/grouting frames, install/adjusting doors and hdwre

OVERHEAD DOORS

Overhead Doors ea Count, Mat'l type/sizes, manual/electric, shop finishes

Count Area of Structure Includes inst rails, door, operator-framing/trims by others

Aluminum Entrances & Storefronts ls Count, Mat'l type/sizes, manual/auto operators, hdwre

Count Area of Structure Includes frame inst, doors, glazing, hdwre

WINDOWS

Windows ea Count, Mat'l type/sizes, conn's, shop finishes

Count Area of Structure Includes frame inst, hoisting-glazing usually separate

GLASS & GLAZINGGlass & Glazing sf Area, Mat'l type/sizes Area Area of Structure Includes glass inst, hoisting, cleanup

ALUMINUM ENTRANCES / STOREFRONTS



13



LATHE & PLASTER

Lathe & Plaster sy Area, Mat'l type/system, substrate, integral finish

Area Area of Structure Includes scaffold, surface prep, application, cleanup

DRYWALL & METAL STUDS

Drywall & Metal Studs sf Area, Mat'l type,framing height/spacing, firewalls

Area Area of Structure Includes layout, framing,backing, gwb, stock/scrap-verify taping w/painting

CERAMIC FLOOR & WALL TILE

Ceramic Floor & Wall Tile sfArea, Mat'l type, perimeter, thinset/thickset, special finishes

Area Area of Structure Includes inst/mortar bed, grout, cleanup

ACOUSTICAL CEILING

Acoustical Ceiling sf Area, Mat'l type, grid/support type

Area Area of Structure Includes wires, grid, dropping tile, stock/scap

CARPET & RESILIENT FLOORS

Carpet & Resilient Floor sf Area, Mat'l type/substrate, special designs/layouts

Area Area of Structure Includes minor surface prep, installation, stock/scrap,cleanup/ first wax

SEAMLESS FLOORS

Seamless Floors sfArea, Mat'l type/substrate,underlayment,special layout

Area Area of Structure Includes minor surface prep/underlayment if spec'd, stock/scrap, cleanup

WOOD FLOORS

Wood Floors sf Area, Mat'l type/substrate, underlayment

Area Area of Structure Includes minor surface prep/underlayment if spec'd, stock/scrap, cleanup

TERAZZO FLOORS

Terazzo Floors sf Area, Mat'l type/finish, location quantities

Area Area of Structure Includes minor surface prep, inst, stock/scrap, cleanup

PROTECTIVE COATINGS

Protective/Cementitious Coatings sf Area, Mat'l type/thicknesses, locations

Area Area of Structure Includes surface prep,application in/outside, cleanup, touchup

CEMENTITOUS COATINGS

Cementitious Coatings sf Area, Mat'l type/thicknesses, locations

Area Area of Structure Includes surface prep,application in/outside, cleanup, touchup

Painting & Vinyl Wall Coverings sf Area, Mat'l type/mil thicknesses, locations

Area Area of Structure Includes surface prep, application in/outside, cleanup, touchup

PAINTING & VINYL WALL COVERINGS


14




MISCELLANOUS SPECIALTIES

Marker / Tack Boards ea Count, Mat'l type/sizes, conn's Count Area of Structure Includes mat'l, installation

Architectural Louvers sf Area, Mat'l type/sizes, conn's, shop finishes

Area Area of Structure Includes detailing/fab/delivery, hoisting, inst, shop finishes,sealant

Flag Poles ea Count, Mat'l type, size, base reqm't

Count Area of Structure Includes mat'l, hoisting, installation-verify conc/steel base elsewhere

Signage ls Count, Mat'l type/sizes, lighting in exterior units

Count Area of Structure Includes detailing/fab/delivery, hoisting, conn's, installation

Fire Protection Specialties ls Count, Mat'l type/rating, cabinet/mounting reqm'ts

Count Area of Structure Includes cabinet/mounting bracket installation

Shelving ls Count, Mat'l type/sizes, shop finishes, conn's

Count Area of Structure Includes assembly installation and connection to substrate

Toilet & Bath Accessories lsCount, Mat'l type/sizes/finishes, anchoring, schedule

Count Area of Structure Includes inventory/stocking, installation/anchoring, cleanup

TOILET PARTITONS

Toilet Partitions ls Count, Mat'l type/size/finishes, anchoring

Count Area of Structure Includes layout, installation, shop finishes, cleanup

ACCESS FLOORING

Access Flooring sfArea, Mat'l type/size/finish,supportstructure,grounding

Area Area of Structure Includes minor substrate prep, support grid/grounding, floor inst

LOCKERS

Lockers eaCount, Mat'l type/size/support/conn's, shop finish

Count Area of Structure Includes installation, anchoring, cleanup

PARTITIONS

Operable Partitions sfArea, Mat'l size/types,support, manual/auto operation

Count Area of Structure Includes support tracks, installation, operators, cleanup

Wire Mesh Partitions sfArea, Mat'l size/types,support/conn's, shop finish

Count Area of Structure Includes, installation, hdwre,cleanup



15



WINDOW TREATMENT

Drapes sf Area, Mat'l type/sizes, support Count Area of Structure Includes hdwre, installation, cleanup

Blinds sf Area, Mat'l type/sizes, support Count Area of Structure Includes hdwre, installation, cleanup

PROJECTION SCREENS

Projection Screens ea Count, Mat'l type/sizes, support, manual/motor oper Count Area of Structure Includes mounting hdwre, auto operator

LABORATORY CASEWORK

Laboratory Casework ls Count, Mat'l type/sizes, quantity uppers/lowers, finish Count Area of Structure Includes installation/adjutment, stock/scrap,

cleanupFURNITURE

Interior Plants & Planters ls Count, Mat'l type/sizes, special items Count Area of Structure Includes planter/plant materials

Entry Mats sf Area, Mat'l type/sizes, frame support Count Area of Structure Includes installation of frame and mats


16




PLUMBING FIXTURES

Water Closets ea

Qty, fixture type, pipe material, pipe length, pipe diameter, # of elbow, tees, caps, traps, Valve Type, Valve Qty.

Qty, fixture type, Pipe Length, ftg density. Qty. Assembly includes providing and installing pipe,

fittings, and plumbing fixtures.

Urinals ea




Lavatories ea Qty, lavatory type, lavatory material.

Qty, lavatory type, lavatory material. Qty. Assembly includes providing and installing pipe,


Sinks ea

Qty, sink type, sink material, pipe material, pipe length, pipe diameter, # of elbow, tees, caps, traps, Valve Type, Valve Qty.

Qty, sink type, sink material, Pipe Length, ftg density. Qty. Assembly includes providing and installing pipe,


Showers/tubs ea

Qty, shower/tub type, material, pipe material, pipe length, pipe diameter, # of elbow, tees, caps, traps, Valve Type, Valve Qty.

Qty, shower/tub type, material, Pipe Length, ftg density. Qty. Assembly includes providing and installing pipe,


Drinking Fountains and Coolers ea

Qty, fountain type, pipe material, pipe length, pipe diameter, # of elbow, tees, caps, traps, Valve Type, Valve Qty.

Qty, fountain type, Pipe Length, ftg density. Qty. Assembly includes providing and installing pipe,


Bidets ea




Emergency Fixtures ea






17



Pipes & Fittings eaPipe Material, Diameter, # of elbows, tees, caps, pipe length,hanger type/spacing

Pipe Material, Diameter, ftg density, pipe length, hanger type/spacing

Pipe length, diameter, material.

Assemblies include all pipe, fittings, and associated work with regard to domestic water supply. The unit of measure at the assembly level is number of fixtures.

Valves & Hydrants eaValve Qty, material, size, and type. Hydrant Qty, material, size, and type.

Valve Qty, size, and type.Hydrant Qty, size, and type.

Valve size & qty. Hydrant size & qty.

Assemblies include all valves and hydrants. Hose bibbs are included in this assembly. The unit of measure at the assembly level is number of valves and hydrants.

Domestic Water Equipment ea

Water heater size, water sofener size, filter qty, filter size, water supply pump size, water supply pump type, tank size, tank type.

Water heater size, water sofener size, filter qty, water supply pump size, tank size.

Qty of domestic water equipment items.

This assembly includes equipment associated with the domestic water supply, including fittings, and specialties required for hookup. Assemblies include hot water heaters, water treatment plant, i.e., water softeners, filters, distillers, etc.; pumps directly associated with domestic water supply; and tanks for the potable hot or cold water system. The unit of measure at the assembly level is pieces of equipment.

Insulation and Identification ea Pipe length, diameter, insulation type, sign type. Pipe length, diameter Pipe length

Assemblies include insulation used in association with domestic water supply. The unit of measure at the assembly level is number of fixtures.

Specialties ea Specialty qty, size, type. Specialty qty, size, type. Specialty qty, size, type.

Any other special items associated with domestic water supply. All associated work items, including pipes, fittings, valves, insulation, and hookup should be included in this assembly. The unit of measure at the assembly level is pieces of special equipment.

Other Domestic Water Supply ea

DOMESTIC WATER DISTRIBUTION


18




SANITARY WASTE

Waste Pipe & Fittings lf

Pipe Material, Diameter, # of bends, tees, caps, pipe length,trench depth, bedding depth, surface type.

Pipe Material, Diameter, fitting density, pipe length, trench depth

Pipe length, diameter, material.

Assemblies include all pipe, fittings, and associated work with regard to sanitary waste pipe and fittings. The unit of measure at the assembly level is number of fixtures.

Vent Pipe & Fittings lfPipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.

Pipe Material, Diameter, fitting density, pipe length Pipe length

Assemblies include all pipe, fittings, and associated work with regard to sanitary vent pipe and fittings. The unit of measure at the assembly level is number of fixtures.

Floor Drains lf Pipe Material, Diameter, # of bends, tees, caps, pipe length.

Pipe Material, Diameter, fitting density, pipe length. Pipe length

Assemblies include all floor drains. Hub drains are considered to be pipe and are not included in this category. The unit of measure at the assembly level is number of drains.

Sanitary Vent and Equipment eaPipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.


This is equipment associated with the sanitary waste system, including fittings and specialties required for hook-up. Assemblies include waste treatment equipment, i.e., sluice gates, incinerators, etc.; pumps for sewage injection; and holding tanks for the domestic water system.The unit of measure at the assembly level is pieces of equipment.

Insulation and Identification lf Pipe length, diameter, insulation type, sign type. Pipe length, diameter Pipe length

Assemblies include insulation used in association with sanitary waste and vent system. The unit of measure at the assembly level is number of fixtures.

Other Sanitary Waste ea Sanitary waste and vent not described by the assembly categories listed above.

RAIN WATER DRAINAGE

Pipe & Fittings lfPipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.


Assemblies include pipe and fittings from the roof drains to the discharge points, including supports and other associated work.

Roof Drains eaPipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.


Assemblies include roof drains. The unit of measure at the assembly level is number of drains.

Rainwater Drainage Equipment ea Rain water supply pump size, rain water supply pump type. Rain water supply pump size. Rain water supply pump size.

This is equipment associated with the rain water drainage, including fittings and specialties required for hook-up. Assemblies include pumps and other associated items for drainage of rain water.

Insulation and Identification lf Pipe length, diameter, insulation type, sign type. Pipe length, diameter Pipe length Assemblies include insulation used in association

with rain water drainage system.

Other Rainwater Drainage ea Rain water drainage system not described by the assembly categories



19



OTHER PLUMBING SYSTEMS

Special Piping Systems eaPipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.


Assemblies include all special pipe and fittings, excluding acid waste pipe and work with regard to special pipe. Medical gas and vacuum fittings, and associated systems piping are included in this category. The unit of measure at the assembly level is the number of special fixtures, interceptors, outlets, or systems.

Acid Waste Systems ea

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing, special fixture qty, special fixture type, interceptor qty, outlet qty.

Pipe Material, Diameter, fitting density, pipe length, specialy qty.

Pipe length

Assemblies include all pipe, fittings, special acid waste equipment, and other associated work items with regard to acid waste systems. The unit of measure at the assembly level is the number of special fixtures, interceptors, outlets, or systems.

Interceptors ea Interceptor qty, interceptor size Interceptor qty Interceptor qtyAssemblies include all interceptors. The unit of measure at the assembly level is number of interceptors.

Pool Piping & Equipment gpm

Pipe Material, Diameter, # of bends, tees, caps, pipe length,trench depth, bedding depth, surface type, pump type, pump size, vacuum system size.

Pipe Material, Diameter, # of bends, tees, caps, pipe length, surface type, pump size, vacuum system size.

Pipe Length, equipment allowance.

Assemblies include pumps and associated equipment with pools, including specialties required for hook-up. The unit of measure at the assembly level is each.

Compressted Air System (Non-Breathing) psi

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing.


Other Plumbing Systems ea

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing, device type, device qty.

Pipe Material, Diameter, fitting density, pipe length, device type, device qty.

Pipe length, device qty

This system includes special plumbing systems not described by the assembly categories listed above, such as fountain piping systems and devices.


20




ENERGY SUPPLY

Oil Supply System mbh

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing, tank type, tank size, pump size, pump type.

Pipe Material, Diameter, fitting density, pipe length, tank type, tank size, pump size.

Pipe length, tank size, pump size.

Assemblies include storage equipment, transfer equipment, and distribution piping. The unit of measure at the assembly level is each system.

Gas Supply System mbh

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing, tank type, tank size, regulator type, pump size, pump type.

Pipe Material, Diameter, ftg density, pipe length, tank type, tank size, regulator type, pump size.

Pipe length, tank size, pump size.

This category includes both natural gas and LPG. Assemblies include metering and regulation equipment, storage equipment, transfer equipment, and distribution piping. The unit of measure at the assembly level is each system.

Coal Supply System mbh Conveyor length, hopper size, scale type

Conveyor length, hopper size, scale type

Conveyor length, equipment allowance

This category includes storage equipment, transfer equipment, processing equipment, and distribution piping. The unit of measure at the assembly level is each system.

Steam supply system (from central plant) mbh




Assemblies include meters, valves, heat exchangers, fittings, and specialties required for hook-up and distribution piping, including supports, sleeves, and insulation. The unit of measure at the assembly level is each system.

Hot Water Supply System (from central plant) mbh




Assemblies include meters, valves, heat exchangers, fittings, and specialties required for hook-up and distribution piping, including supports, sleeves, and insulation. The unit of measure at the assembly level is each system.

Solar Energy Supply Systems mbh

Pipe Material, Diameter, # of bends, tees, caps, pipe length, hanger type, hanger spacing, tank type, tank size, pump size, pump type, heat exchanger size, collector panel size, collector panel qty.

Pipe Material, Diameter, ftg density, pipe length, tank size, pump size, pump type, heat exchanger size, collector panel size, collector panel qty.


Assemblies include collector panels, heat exchangers, storage tanks, pumps, etc., including pipe and fittings required for hookup. The unit of measure at the assembly level is each system.

Wind Energy Supply System mbh

Windmill size, Windmill height, Foundation depth, boiler size, pipe length, # of bends, tees, caps, insulation type, battery size, battery qty.

Windmill size, Windmill height, Foundation depth, boiler size, pipe length, ftg density, battery size, battery qty.


Wind is used to turn a generator which generates electricity. This energy is either stored in a battery or used to generate hot water in an electric boiler. Assemblies would include the required devices to make this a total electromechanical system. The unit of measure at the assembly level is each system.

Other Energy Supply xx



21



HEAT GENERATING SYSTEMS

Steam Boilers mbh

Boiler Size, Boiler Fuel Type, Expansion Tank Size, Heat Exchanger Size, Heat Exchanger Type, Steam Piping Length, Dia, # of Elbows, Tees, Valves, Valve Type, Expansion Joints, Insulation type.

Boiler Size, Boiler Fuel Type, Expansion Tank Size, Heat Exchanger Size, Steam Piping Length, Dia, ftg density.

Boiler Size

Assemblies include boilers, expansion tanks, chemical feeders, air separators, pumps, heat exchangers, boiler feed units, etc. This assembly would also include fittings and specialties and the flue stack. The unit of measure at the assembly level is each system.

Hot Water Boilers mbh

Boiler Size, Boiler Fuel Type, Expansion Tank Size, Heat Exchanger Size, Heat Exchanger Type, Steam Piping Length, Dia, # of Elbows, Tees, Valves, Valve Type, Expansion Joints.

Boiler Size, Boiler Fuel Type, Expansion Tank Size, Heat Exchanger Size, Steam Piping Length, Dia, ftg density.

Boiler Size

Assemblies include boilers, expansion tanks, chemical feeders, air separators, pumps, heat exchangers, boiler feed units, etc. This assembly would also include fittings and specialties and the flue stack. The unit of measure at the assembly level is each system.

Furnaces mbh

Furnace Size, Furnace Type, Fuel Type, Fuel Piping Length, diameter, # of elbow, tees, caps Duct size, Duct Length, Hanger Spacing.

Furnace Size, Furnace Type, Fuel Type, Fuel Piping Length, diameter, transition density, Duct size, Duct Length.

Furnace Size.

This is a system that heats air. Assemblies would include furnace and necessary fittings and specialties required for hookup, including flue and stack. The unit of measure at the assembly level is each.

Fuel-Fired Unit Heaters mbh

Heater Size, heater Type, Fuel Type, Fuel Piping Length, diameter, # of elbow, tees, caps, Duct size, Duct Length, Hanger Spacing.

Heater Size, heater Type, Fuel Type, Fuel Piping Length, diameter, transition density, Duct size, Duct Length.

Heater Size.

Assemblies would include unit heaters and the energy supply system hookup (other than electrical), including all necessary pipe, fittings, and specialties required for hook-up. Flue and stack, if required, are included in this assembly. The unit of measure at the assembly level is each.

Auxiliary Equipment mbhAuxiliary Equipment Type, Size, Piping Length, diameter, # of elbow, tees, cap

Auxiliary Equipment Type, Size, Piping Length, diameter,ftg density

Auxiliary Equipment AllowanceAssemblies would include any other equipment associated with heat generating systems. The unit of measure at the assembly level is each.

Equipment Thermal Insulation sfInsulation Type, Insulation R-Value, Insulation Location, Insulation Qty

Insulation Type, Insulation Qty Insulation QtyAssemblies would include insulation of any component in this subsystem. The unit of measure at the assembly level is each.

Other Heat Generating Systems xx


22




COOLING GENERATING SYSTEMS

Chilled Water Systems ton

Condenser Size, Condenser Type, Compressor Size, Compressor Type, Pump Size, Pump Type, Cooling Tower Size, Cooling Tower Type, Piping Length, diameter, # of elbow, tees, caps

Condensor Size, , Compressor Size, Compressor Type, Pump Size, Cooling Tower Size, Cooling, Piping Length, ftg density

Equipment Allowance

Assemblies include condensers, compressors, chillers, pumps, cooling towers, etc., including fittings and specialties required for hook-up. The unit of measure at the assembly level is each.

Direct Expansion Systems ton

Condenser Size, Condenser Type, Compressor Size, Compressor Type, Heat Pump Size, Heat Pump Type, Refrigerant Pump Size, Refrigerant Pump Type, Piping Length, diameter, # of elbow, tees, caps

Condenser Size, Compressor Size, Heat Pump Size,Refrigerant Pump Size, Piping Length, diameter, ftg density

Equipment AllowanceAssemblies include condensers, compressors, heat pumps, and refrigerant piping. The unit of measure at the assembly level is each.

Other Cooling Generating Systems xx



23



DISTRIBUTION SYSTEMS

Air Distribution, Heating & Cooling cf/m

Heating Coil Size, Cooling Coil Size, Heating/Cooling Water Piping Length, dia, # of elbow, tees, caps, Duct Heater qty, Duct Heater size, Humidifier Size, Duct Length, Duct Size, Damper Qty, Fire Damper Qty, Grill Qty, Diffuser Qty, Register Qty, Turning Vane Qty, Insulation Type, Insulation Area.

Heating Coil Size, Cooling Coil Size, Heating/Cooling Water Piping Length, dia,ftg density, Duct Heater qty, Humidifier Size, Duct Length, Duct Size, Device Count, Insulation Area.

Bldg Area

Assemblies include heating coils, cooling coils, and fittings and specialties required for water hook-up. This assembly also includes duct heaters, filters, humidifiers, supply and return ductwork, dampers, fire dampers, supply and return grilles, registers and diffusers, turning vanes, sound traps, and all associated insulation. The unit of measure at the assembly level is CF/M.

Steam Distribution Systems mbhPipe length, diameter, insulation type, # of elbows, tees, caps, sleeves.

Pipe Length, diameter, ftg density. Bldg Area

Assemblies include pipe and fittings, supports, wall and floor sleeves, and pipe insulation. The unit of measure at the assembly level is MBH.

Hot Water Distribution Systems mbhPipe length, diameter, insulation type, # of elbows, tees, caps, sleeves.



Change Over Distribution Systems mbh

Glycol Distribution Systems mbhPipe length, diameter, insulation type, # of elbows, tees, caps, sleeves.



Chilled Water Distribution Systems tonPipe length, diameter, insulation type, # of elbows, tees, caps, sleeves.


Assemblies include pipe and fittings, supports, wall and floor sleeves, and pipe insulation. The unit of measure at the assembly level is tons.

Exhaust Systems cf/m

Duct Length, Duct Material, Duct Size, # of bends, tees, caps, sleeves, Fan Type, Fan Qty, Grille qty, Register Qty

Duct Length, Duct Material, Ftg Density Bldg Area

Assemblies include ductwork grilles, registers, diffusers, fans, and all associated work. The unit of measure at the assembly level is each system.

Air Handling Units cf/m

Air Handling Unit Size, Air Handling Unit Type, Duct Length, Duct Material, Duct Size, # of bends, tees, caps, sleeves, Fan Type, Fan Qty, Grille qty, Register Qty

Air Handling Unit Size, Air Handling Unit Type, Duct Length, Duct Size, ftg density, Fan Qty, Grille qty, Register Qty

Bldg Area

Assemblies include AHU, ductwork grilles, registers, diffusers, fans, and all associated work. The unit of measure at the assembly level is each system.

Other Distribution Systems xx


24




TERMINAL & PACKAGE UNITS

Unit Ventilators ea

Unit Size, Unit Type, Unit Qty, pipe length, pipe material, # of elbows, tees, caps, valves, insulation length.

Unit Size, Unit Type, Unit Qty, pipe length, ftg density Bldg Area Assemblies include the complete terminal unit and

wall sleeve with all controls.

Unit Heaters ea




Fan Coil Units ea




Fin Tube Radiation ea




Electric Heating ea Unit Size, Unit Type, Unit Qty Count Bldg Area Assemblies include the complete terminal unit and wall sleeve with all controls.

CONTROLS & INSTRUMENTATION

HVAC Controls ea

Thermostat Type, Thermostat Qty, Sensor Type, Sensor Qty, Control Valve Type, Control Valve Qty.

Thermostat Qty, Sensor Qty, Control Valve Qty Equipment Allowance

Includes devices such as thermostats, timers, sensors, control valves, etc., necessary to operate the total system. The unit of measure at the assembly level is each system.

Electronic Controls ea

Pneumatic Controls ea

Valve Qty, Valve Size, Valve Type, High Pressure Choke Qty, High Pressure Choke Size, Sensor Qty, Sensor Type, Regulator Qty, Regulator Size.

Valve Qty, High Pressure Choke Qty, Sensor Qty, Regulator Qty

Equipment AllowanceAssemblies includes ball and butterfly valves, actuators, high pressure chokes, valve positioners, sensors, regulators, etc.

Instrument Air Compressors ea

Air Compressor Size, Air Compressor Type, Air Compressor Qty, Compressed Air Piping Size, Compressed Air Piping Material, dia, # of elbows, tees, caps, connections to instruments.

Air Compressor Size, Air Compressor Type, Air Compressor Qty, Compressed Air Piping Size, Compressed Air Piping Material, dia, ftg density.

Air Compressor Size, Air Compressor Type, Air Compressor Qty

Assemblies include air compressors, dryers, and distribution tubing, (only used with pneumatic control systems). The unit of measure at the assembly level is each.

Gas Purging Systems ea

Fan Qty, Fan Size, Fan Type, Duct Length, Duct Size, Duct Material, # of Duct Bends and Transitions, caps, sleeves.

Fan Qty, Fan Size, Duct Length, Duct Size, Duct Material, ftg density

Equipment and Duct Allowance Assemblies include the removal of contaminated or unwanted gases from a structure or pipe.

Other Controls Instrumentation ea Controls and instrumentation not described by the assembly categories listed above.



25



SYSTEMS TESTING & BALANCING

Water Side Testing & Balancing -Heating & Cooling ea # of Units to be tested, Type of

Units to be tested. # of Units to be Tested Testing Allowance

Includes operating and testing of pumps, setting of all control valves, and determining system capacity. The unit of measure at the assembly level is each device, i.e., boiler, chiller, fan coil,and unit heater.

Air Side Testing & Balancing -Heating, Cooling & Exhaust ea # of Units to be tested, Type of

Units to be tested. # of Units to be Tested Testing Allowance

Includes operating and testing of all air handling devices, adjusting of all fans to set rate of air flow, setting all fan motorsat desired operation, setting of air flow at all registers, grilles, diffusers, and louvers to deliver design CFM, and testing and calibrating of thermostats to achieve desired space temperature. The unit of measure at the assembly level is each device.

HVAC Commissioning ls # of Units to be tested, Type of Units to be tested. # of Units to be Tested Testing Allowance Final testing of operational system.

Other Systems Testing & Balancing ea # of Units to be tested, Type of

Units to be tested. # of Units to be Tested Testing Allowance Systems testing and balancing not described by the assembly categories listed above.

OTHER HVAC SYSTEMS AND EQUIPMENT

General Construction Items sf Labor hours, Equipment Hours, Material Cost. Crew hours Allowance

Includes construction work other than mechanical which must be performed in conjunction with the special mechanical system to make the system complete.

Refrigeration Systems ton

Condenser Size, Condenser Type, Compressor Size, Compressor Type, Evaporative Blower Size, Evaporative Blower Type, Heat Recovery System Size, Heat Recovery System Type, Piping Length, Piping Material, Piping Dia, # of elbow, tees, caps, Insulation Length, Insulation Type.

Condenser Size, Compressor Size, Evaporative Blower Size,, Heat Recovery System Size, , Piping Length, Piping Material, Piping Dia, ftg density.

Equipment Allowance, Piping Allowance

Includes equipment for refrigeration in a cold storage facility. Both low and medium temperature equipment are included. Assemblies include: condensing and compressor units, evaporator blowers, refrigerant piping, and specialties, heat recovery systems (liquid or gas), heat recovery distribution systems (liquid or gas), and system testing and balancing.

Other Special Mechanical Systems ea Labor hours, Equipment Hours, Material Cost. Crew hours Allowance

Any other mechanical system not defined in other categories. Assemblies would include special systems and special devices. The unit of measure at the assembly level is each system or device.

SPRINKLERS

Sprinklers And Releasing Devices ea Sprinkler Head Type, Sprinkler Head Qty Sprinkler Head Qty Building Area

The fixture, device, or sprinkler head that releases the water to suppress the fire. The unit of measure at the assembly level is each sprinkler head.

Sprinkler Water Supply Equipment And Piping ea

Sprinkler System Type, Manifold Piping Dia, Piping Material, Piping Length, # of elbows, tees, caps, couplings, Valve Qty, Valve Type.

Sprinkler System Type, Manifold Piping Dia, Piping Material, Piping Length, ftg density, Valve Qty

Building Area

Assemblies include alarm valves, flow control valves, pipe and fittings from equipment to sprinkler heads, including all supports and wall or floor sleeves. All equipment including tanks, pumps, and other associated equipment, fittings, and specialties required for hook-up are in this assembly. The unit of measure at the assembly level is each sprinkler head.


26




STANDPIPE SYSTEMS

Standpipe Equipment & Piping ea

Piping Dia, Piping Material, Piping Length, # of elbows, tees, caps, couplings, Valve Qty, Valve Type, Roof Manifold Qty, Cabinet Qty, Cabinet Size, Cabinet Type, Hose Rack Qty.

Piping Dia, Piping Material, Piping Length, ftg density, Valve Qty, Valve Type, Accessories Qty

Building Area

Assemblies include standpipe risers and all other piping, fittings, and supports associated with this category. Siamese connections, roof manifolds, cabinets, hoses, racks, and other fire department connections are included in this assembly. All equipment including pumps, tanks, etc., with all required fittings and specialties for hook-up are included in this assembly.

FIRE PROTECTION SPECIALTIES

Fire Extinguishing Devices eaExtinguisher Type, Extinguisher Size, Extinguisher Qty, Extinguisher Cabinet Type.

Extinguisher Qty Building Area

Assemblies include all types of fire extinguishers, i.e., water, dry chemical, carbon dioxide, soda acid, etc. The brackets, sleeves, and supporting devices are included in this assembly.

OTHER FIRE PROTECTION SYSTEMS Carbon Dioxide Systems ea Carbon Dioxide System Size Carbon Dioxide System Size Building Area

Foam Generating Equipment ea Foam Fire Suppression System Size

Foam Fire Suppression System Size Building Area

Clean Agent Systems ea Clean Agent System Size Clean Agent System Size Building Area

Hood & Duct Fire Protection ea Hood & Duct Fire Protection System Size

Hood & Duct Fire Protection System Size Building Area

Other Special Fire Protection Systems ea Special Fire System Type,

Special Fire System SizeSpecial Fire System Type, Special Fire System Size Building Area

Assemblies includes other fire protection systems such as halon systems, exhaust hood systems, and special chemical suppression systems.



27



ELECTRICAL SERVICE & DISTRIBUTION

Main Transformers KVA

Duct bank Layout, Pad requirements, Conduit feeder and wire size, Location of equipment, size of Transformers

Conduit feeder and wire size, Location of equipment, size of Transformers

Location of equipment, size of Transformers

Overhead or underground transformers used or primary electrical service. Assemblies include transformers, pad, trenching, and backfill.

Secondary KVA

Duct bank Layout, Pad requirements, Conduit feeder and wire size, Location of equipment, size of Equipment

Conduit feeder and wire sizes, Location of equipment, size of equipment

Location of equipment, size of Equipment

Transformers fed from protection equipment on the building side of primary transformer. Assemblies include transformers, conduit, conduit support, and wire.

Main Switchboards KVA

Elevation drawing, Breaker size and layout, Conduit feeder and wire sizes, Single one line drawing, Location of equipment, size of equipment

Conduit feeder and wire sizes, Single one line drawing, Location of equipment, size of equipment

Single one line drawing, Location of equipment, size of Equipment

This includes the protection equipment and metering devices for main distribution. Assemblies include main distribution panel, breaker, fuses, and meters.

Interior Distribution Transformers KVA

Single one line drawing, Conduit feeder and wire sizes, Location of equipment, size of equipment

Conduit feeder and wire sizes, Location of equipment, size of equipment


This includes the interior step-down or back boost transformers.

Panels AMP

Breaker size and layout, Conduit feeder and wire sizes, Panel Schedule, Location of panels, size of panels

Conduit feeder and wire sizes, Location of panels, size of panels

Single one line drawing, Location of panels, size of Panel

Branch circuit panelboards. Assemblies include panelboards, breakers ,conduit, and wire.

Enclosed Circuit Breakers AMPBreaker size and layout, Conduit feeder and wire sizes, Location of equipment

Conduit feeder and wire sizes, Location of equipment, size of breaker

Location of equipment, size of breaker

Over-current protection device enclosed in its own housing. Assemblies include enclosed circuit breaker, conduit, and wire.

Motor Control Centers AMP

Elevation drawing, MCC Buckets size and layout, Conduit feeder and wire sizes, Single one line drawing, Location of equipment, size of equipment


Single one line drawing, Location of equipment, size of Equipment

This is a cabinet in which motor starters and operation devices are contained. Assemblies include the motor control center cabinet, motor starters, contacts, switches, conduit, wire, and all associated items.

Other Service And Distribution XX

Elevation drawing, Conduit feeder and wire sizes, Single one line drawing, Location of equipment, size of equipment



Service and distribution not described by the assembly categories listed above.

LIGHTING & BRANCH WIRING

Lighting Equipment SF

Fixture description, Fixture location, receptacle location, switch location, Classification of area, and circuitry

Fixture description, Reflective ceiling plan, Lighting requirements, Classification of area

Lighting requirements, Size of area requiring lighting and power, Classification of area

This assembly includes fixtures, conduit, wire, and switching devices.

Other Lighting And Branch Wiring SFDevice description, Device location, Classification of area, and circuitry required

Device description, Device location, Classification of area

Lighting and general power requirements, Size of area requiring lighting, Classification of area

This assembly includes switches, receptacles, equipment connections, conduit, and wire.

Emergency Lighting & Power XX

Classification of emergency lighting system, Conduit and Cable requirements, fixture and device location, Classification of area,

Conduit and Cable requirements, fixture and device location, Classification of area,

Location of areas requiring emergency lighting systems, Size of area, Classification of area

This assembly includes fixtures, conduit, wire, and switching devices for an emergency lighting and power system.


28




COMMUNICATIONS & SECURITY

Fire Alarm Systems EA

Classification of Fire alarm system, ladder diagram, panel size, Conduit and cable requirements, Fire alarm device location, Classification of area,

Conduit and cable requirements, Fire alarm device location, Classification of area,

Fire Alarm requirements, Size of area requiring Fire Alarm, Classification of area

Assemblies include wire, conduit, conduit support or fastening systems, fire alarm devices, fire detection devices, panels, safety switches, all electrical connections, and other associated items.

Nurse Call Systems EA

Classification of Nurse call system, ladder diagram, Conduit and Cable requirements, Nurse call device location, Classification of area,

Conduit and Cable requirements, Nurse call device location, Classification of area,

Location of areas requiring Nurse Call, Size of area, Classification of area

Assemblies include wire, conduit, conduit support or fastening systems, Nurse call devices, Panels, safety switches, all electrical connections, and other associated items.

Public Address Systems EA

Classification of Public address system, ladder diagram, Conduit and Cable requirements, Public address device location, Classification of area,

Conduit and Cable requirements, Public address device location, Classification of area,

Location of areas requiring Public address, Size of area, Classification of area

Assemblies include wire, conduit, speakers, monitoring devices, amplifiers, switches, power system tie-in devices, and detection devices.

Intercommunications Systems EA

Classification of Intercommunication system, ladder diagram, Conduit and Cable requirements, Intercommunication device location, Classification of area,

Conduit and Cable requirements,Intercommunication device location, Classification of area,

Location of areas requiring an Intercommunication System, Size of area, Classification of area

This system would include central switchboards, telephone sets, underground ducts, and manholes. Assemblies include wire, conduit, backboards, cabinets, outlets, and power supply connections.

Clock & Program Systems SF

Classification of Clock system, ladder diagram, Conduit and Cable requirements, Clock device location, Classification of area,

Conduit and Cable requirements, Clock device location, Classification of area,

Location of areas requiring Clock and Program system, Size of area, Classification of area

Assemblies include wire, conduit, power systems tie-in, safety switches, control panels, battery back-up devices, clocks and outlets.

Television Systems SF

Classification of television system, ladder diagram, Conduit and Cable requirements, television device location, Classification of area,

Conduit and Cable requirements, television device location, Classification of area,

Location of areas requiring Television system, Size of area, Classification of area

Assemblies include wire, conduit, grounding amplifiers, receivers, video equipment, and outlets grouped according to use.

Security Systems EA

Classification of security system, ladder diagram, Conduit and Cable requirements, Security system device location, Classification of area,

Conduit and Cable requirements, Security system device location, Classification of area,

Location of areas requiring Security System, Size of area, Classification of area

Assemblies include wire, conduit, conduit support or fastening systems, security alarm devices, all electrical connections, and other associated items. Intrusion Detection Systems (IDS) are included in this category.



29



Other Communications & Alarm Systems EA

Classification of other communication system, ladder diagram, Conduit and Cable requirements, other communication device location, Classification of area,

Conduit and Cable requirements, other communication device location, Classification of area,

Location of areas requiring Other Communication System, Size of area, Classification of area

Communication and alarm systems not described by the assembly categories listed above.

General Construction Items (Electrical) EA

Classification of Detection System, ladder diagram, Conduit and Cable requirements, detection system device location, Classification of area,

Conduit and Cable requirements, detection system device location, Classification of area,

Location of areas requiring Detection System, Size of area, Classification of area

Detection systems not described by the assembly categories listed above.

OTHER ELECTRICAL SERVICES

Lightning Protection SF

Lightning protection system layout, Description of Lightning protection system, Cable requirements, quantity of down leads, quantity of lightning rods

Description of Lightning protection system, Cable requirements, quantity of down leads, quantity of lightning rods

Location of areas requiring Lightning Protection, Size of area

Assemblies include lightning protection devices (air terminals, mounting devices), clamps, ground rods, cadwells, conductors, trenching, backfill, and any other items used to ground metal structural frames with conduit and wire.

Electric Heating SF

Electric heating control location, power requirements, Electrical Heating requirements, Conduit and wire requirements, Location of Electric Heating equipment, classification of area

Electrical Heating requirements, Conduit and wire requirements, Location of Electric Heating equipment, classification of area

Location of areas requiring Electric Heating, Size of area, classification of area

Items could include baseboard heaters and wall and ceiling heaters. Assemblies include safety switches, control devices, heaters, conduit, and wire.

Energy Management Control System EA

Single one line drawing or schematic drawings, Energy Management requirements, Conduit and wire requirements, Location of Energy Management equipment, classification of area

Energy Management requirements, Conduit and wire requirements, Location of Energy Management equipment, classification of area

Location of areas requiring an Energy Management system, Size of area, classification of area

Assemblies include wire, conduit, conduit support or fastening systems, sensor devices, and all electrical connections.

Other Special Systems And Devices SF

Single one line, schematic, or ladder drawings, Conduit and wire requirements, Location of other special systems devices, Classification of area

Conduit and wire requirements, Location of other special systems devices, Classification of area

Location of area for other special systems, Size of area, Classification of area

Special systems and devices not described by the assembly categories.


30




ELECTRICAL DISTRIBUTION

Substations SF

Classification of Substation, elevation drawing of substation, Breaker layout and size, Conduit and Cable requirements, Single one line drawing, Substation location and size.

Conduit and Cable requirements, Single one line drawing, Substation location and size.

Location of area for Substation, single one line drawing

This system includes substation equipment and materials required from the primary power source.

Transformers EA

Classification of Transformer, Conduit and Cable requirements, Single one line drawing, Transformer location and size

Conduit and Cable requirements, Single one line drawing, transformer location and size.

Location of area for transformer, single one line drawing

Electrical power transformers used in conjunction with electrical substations. May include pole/tower or pad-mounted transformers.

Switches, Controls & Devices XX

Classification of switches and control devices, elevation drawing of substation, switches and control device layout and size, Conduit and Cable requirements, Single one line drawing,

Switches and control device layout and size, Conduit and Cable requirements, Single one line drawing,

Single one line drawing,

Includes all components of switchgear, voltage regulators and bus bars used with electrical substations.

Metering EA

Elevation drawing of substation, Metering requirements, Conduit and Cable requirements, Single one line drawing, Substation location and size.

Metering requirements, Conduit and Cable requirements, Single one line drawing, Substation location and size.

Location of area for Substation, single one line drawing

Includes all components of switchgear, for metering used with electrical substations.

Towers, Poles, Crossarms & Insulators KVA

Pole/Tower layout, Roadway or people crossing layouts, Cable and wire size, Cross arm, insulator requirements, Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Roadway or people crossing layouts, Cable and wire size, Cross arm, insulator requirements, Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Towers, poles, crossarms, and insulators used in conjunction with substations.

Underground Electric Conductors KVA

Duct bank layouts, Cable and wire description in duct bank conduits, Duct bank location, Number of conduits in duct bank, concrete and reinforcement requirements.

Cable and wire description in duct bank conduits, Duct bank location, Number of conduits in duct bank, concrete and reinforcement requirements.

Number of conduits in duct bank, concrete and reinforcement requirements.

Includes conductors used in conjunction with substations.

Manholes, and Handholes EAManhole/Handhole size and description, Manhole/Handhole location

Manhole/Handhole size and description, Manhole/Handhole location

Manhole/Handhole locationIncludes manholes and handholes and excavation for use in conjunction with substations.



31



Overhead Electric Conductors EA

Pole/Tower layout, Roadway or people crossing layouts, Cable and wire size, Cross arm, insulator requirements, Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Roadway or people crossing layouts, Cable and wire size, Cross arm, insulator requirements, Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Separation of poles/towers requirements, height of poles/towers, cable sag requirements

Includes conductors used in conjunction with substations.

Grounding Systems LF

Size of grounding electrode, location of test wells, Grounding requirements, Substation location

Size of grounding electrode, location of test wells, Grounding requirements, Substation location

Grounding requirements, Substation location

Grounding systems used in conjunction with substations. Grounding systems for buildings, power distribution, and other electrical systems and subsystems are included with those other systems.

Other Electric Transmission & Distribution LF

Elevation drawing, Size of Transmission & Distribution equipment, Conduit and cable requirements, Location of Transmission & Distribution equipment, Single one line drawing

Size of Transmission & Distribution equipment, Conduit and cable requirements, Location of Transmission & Distribution equipment, Single one line drawing

Location of Transmission & Distribution equipment, Single one line drawing

Includes conductors for underground electrical distribution.

SITE LIGHTING

Exterior Lighting Fixtures & Controls KVA


Fixture description, roadway layout, Lighting requirements, Classification of area


Includes fixtures, controls, and all components used in conjunction with exterior lighting.

Grounding Systems LFFixture location, Grounding requirements, size of grounding electrode

Grounding requirements, size of grounding electrode


Grounding systems used in conjunction with exterior lighting.

Special Security Lighting Systems EA


Fixture description, Conduit and Cable requirements, fixture and device location, Classification of area,

Special security lighting requirements, Size of area requiring special security lighting and power, Classification of area

Includes all components used for special security lighting.

Other Area Lighting LF


Conduit and Cable requirements, fixture and device location, Classification of area,


Includes components and equipment used for area lighting not described above.

SITE COMMUNICATION AND SECURITY

Telecommunications Systems EA

Classification of Telecommunication system, ladder diagram, Conduit and Cable requirements, Telecommunication device location, Classification of area,

Conduit and Cable requirements,Telecommunication device location, Classification of area,

Location of areas requiring a telecommunication System, Size of area, Classification of area

Includes all components, cables, and equipment used in conjunction with exterior telephone systems.

Sound Systems EA

Classification of Sound system, ladder diagram, Conduit and Cable requirements, sound system device location, Classification of area,

Conduit and Cable requirements, Sound system device location, Classification of area,

Location of areas requiring a sound system, Size of area, Classification of area

Includes all components, cables, and equipment used in conjunction with exterior sound systems.


32




Fire Alarm Systems EA

Classification of Fire alarm system, ladder diagram, panel size, Conduit and cable requirements, Fire alarm device location, Classification of area,

Conduit and cable requirements, Fire alarm device location, Classification of area,

Fire Alarm requirements, Size of area requiring Fire Alarm, Classification of area

Includes all components, cables, and equipment used in conjunction with exterior fire alarm systems.

Cable TV Systems (CATV) EA

Classification of CATV system, ladder diagram, Conduit and Cable requirements, television device location, Classification of area,

Conduit and Cable requirements, CATV device location, Classification of area,

Location of areas requiring CATV system, Size of area, Classification of area

Includes all components, cables, and equipment used in conjunction with exterior cable TV systems.

Security Systems XX

Classification of security system, ladder diagram, Conduit and Cable requirements, Security system device location, Classification of area,

Conduit and Cable requirements, Security system device location, Classification of area,

Location of areas requiring Security System, Size of area, Classification of area

Includes cables, wiring, and equipment used in conjunction with exterior security systems.

TV Cameras & Monitors LF

Classification of TV Camera and monitor system, ladder diagram, Conduit and Cable requirements, TV Camera and monitor system device location, Classification of area,

Conduit and Cable requirements, TV Camera and monitor system device location, Classification of area,

Location of areas requiring TV Camera and monitor system, Size of area, Classification of area

Includes cameras, monitors, and components used in conjunction with exterior security systems.

Grounding Systems LFGrounding requirements, size of grounding electrode Duct Bank location

Grounding requirements, size of grounding electrode Duct Bank location

Grounding requirements, Duct Bank location

Grounding systems used in conjunction with exterior electrical distribution.

Other Communication & Alarm LF

Classification of other Communication/Alarm System, ladder diagram, Conduit and Cable requirements, other Communication/Alarm System device location, Classification of area,

Conduit and Cable requirements, other Communication/Alarm System device location, Classification of area,

Location of areas requiring other Communication/Alarm System, Size of area, Classification of area

Includes all components, cables, and equipment used in conjunction with other special communication and alarm systems not defined above.

Other Security Systems LF

Classification of other security system, ladder diagram, Conduit and Cable requirements, Security system device location, Classification of area,

Conduit and Cable requirements, other Security system device location, Classification of area,

Location of areas requiring other Security System, Size of area, Classification of area

Includes all components and equipment used in conjunction with special security systems not defined above.

Emergency Power Generation EA

Classification of Emergency Power Generation System, Conduit and Cable requirements, Single one line drawing, Emergency Power Generation System equipment location and size, Classification of area.

Conduit and Cable requirements, Single one line drawing, Emergency Power Generation System equipment location and size, Classification of area.

Location of areas requiring Emergency Power Generation System, Size of area, Classification of area

Electric power transformers used in conjunction with exterior electrical distribution. May include pole/tower or pad-mounted transformers and generators.



33



OTHER SITE ELECTRICAL UTILITIES

Sacrificial Anode Cathodic Protection System EA

Details of cathodic protection connection, Location of test sites, Type of Sacrificial required, conduit and wire requirements, yard piping layout.

Type of Sacrificial required, conduit and wire requirements, yard piping layout.

Location of areas requiring cathodic Protection

Includes all components required in conjunction with sacrificial anode system.

Induced Current Cathodic Protection System LF

Details of cathodic protection connection, Location of test sites, Induced current cathodic protection requirements, conduit and wire requirements, yard piping layout.

Induced current cathodic protection requirements, conduit and wire requirements, yard piping layout.


Includes conductors and termination required for cathodic protection.

Other Cathodic Protection XX

Details of cathodic protection connection, Location of test sites, cathodic protection requirements, conduit and wire requirements, yard piping layout.

cathodic protection requirements, conduit and wire requirements, yard piping layout.


Includes components and equipment used in conjunction with other cathodic protection systems not defined above.


34



1

Attachment 2-2 Design Content by Estimate ClassATTACHMENT 2-2DESIGN CONTENT BY ESTIMATE CLASS

Class 5 Class 4 Class 3 Class 2 Class 1Initiation Planning 30% Design 60% Design 90/100% Design

GENERAL PROJECT INFORMATIONProject Scope Description Preliminary Advanced Final Final FinalPlant Capacity Assumed Advanced Final Final FinalSite Location Assumed Specific Specific Specific SpecificSite Layout None Preliminary Final Final FinalEarthwork Quantities None Preliminary Final Final FinalProcess Selection and Criteria None Preliminary Final Final FinalDesign Discipline Criteria and Standards None Preliminary Final Final FinalEquipment Lists (Criteria, Hp, size, etc.) None Preliminary Final Final FinalElectrical Load Lists None Preliminary Advanced Final FinalGeotechnical Information None Preliminary Final Final FinalPermitting Requirements Assumed Preliminary Final Final FinalSite Environmental Survey None Preliminary Final Final FinalSite Hazards Survey None Preliminary Final Final FinalAerial Photography None Preliminary Final Final FinalSite Survey None Preliminary Final Final FinalBuilding Programming None Advanced Final Final FinalArchitectural Material Boards None None Preliminary Final FinalTraffic Plan None None Preliminary Final FinalAccoustical Study None None Preliminary Final FinalContracting (Packaging) Strategy None Advanced Final Final FinalEquipment Procurement Approach None Preliminary Final Final FinalCalculations None Preliminary Advanced Final FinalSurge Analysis None None Preliminary Final FinalProject Schedule Assumed Preliminary Advanced Final FinalProject Risk Log Assumed Updated Updated Updated Updated

DescriptionEstimate Class

ATTACHMENT 2-2 Site Projects JUNE 2008

2

Attachment 2-2 Design Content by Estimate Class ATTACHMENT 2-2DESIGN CONTENT BY ESTIMATE CLASS



SPECIFICATIONSTable of Contents Draft Final Final FinalMajor Mechanical Equipment (>~$100k) Draft Final FinalMajor Pipe (>~48 to 60-in) Draft Final FinalMajor Electrical Equipment (generators, switchgear, VFDs) Draft Final FinalProcess Control Strategies Draft Final FinalConcrete Draft Final FinalTrenchless Technology Draft Final FinalRemaining Specifications Draft Final

DRAWINGS

GENERALLocation and Vicinity Map FinishedList of Drawings Preliminary Advanced FinishedBuilding/Location Area Designation Key Preliminary FinishedPipeline Key Plan Preliminary FinishedList of Symbols FinishedList of Abbreviations FinishedLiquids Process Flow Schematic Advanced FinishedSolids Process Flow Schematic Advanced FinishedDesign Criteria Advanced FinishedHydraulic Profile (Plants) Preliminary FinishedHydraulic Gradeline (Pipelines) Preliminary FinishedPiping Schedule Preliminary Finished



3

ATTACHMENT 2-2DESIGN CONTENT BY ESTIMATE CLASS



CIVILCivil Notes and Symbols Preliminary Advanced FinishedList of Abbreviations Advanced FinishedCivil Standard Details Preliminary Advanced FinishedExisting Site Plan Preliminary FinishedSite Key Plan FinishedDemolition Preliminary Advanced FinishedConstruction Staging Area Plan and Notes Preliminary Advanced FinishedHorizontal Control and Paving Plan Preliminary FinishedGrading and Drainage Plan Preliminary FinishedSite Plan Preliminary Preliminary FinishedLarge Yard Piping Plan Preliminary Preliminary Advanced FinishedSmall Piping Plan Preliminary Preliminary FinishedSite Sections Preliminary FinishedRoad Profiles Preliminary Advanced FinishedYard Piping Profiles Preliminary Advanced FinishedCivil Structure Plans Preliminary FinishedCivil Structure Sections and Details Preliminary Advanced Finished

CORROSION CONTROLCorrosion Control Notes Preliminary Advanced FinishedCorrosion Control Symbols and Abbreviations Preliminary FinishedCorrosion Control Standard Details Preliminary Advanced FinishedCorrosion Control Plans Advanced FinishedCorrosion Control Sections and Details Preliminary Finished


4




PIPING PLANSExisting topographic features Preliminary FinishedExisting sub-surface piping and structures Preliminary Advanced FinishedExisting utility data Advanced FinishedStreet, physical feature names (creeks, rivers etc.) Preliminary FinishedSurvey control points located on plan view Advanced FinishedGeotechnical bore hole/test pipe locations shown on plan view Finished

Pipeline bend and fitting coordinates shown on plan view Finished

New improvements Advanced FinishedNew piping showing coordinates, sizes, material Advanced FinishedPipe stationing and tick marks Advanced FinishedPipe bend information to angle point callouts Advanced FinishedInvert elevations on small gravity lines Advanced FinishedCorrosion Control Details Advanced Finished

PIPING PROFILESExisting ground line Preliminary FinishedNew finish grade Advanced FinishedNew pipe showing invert, crown and manholes Preliminary Advanced FinishedStations at all pipe angle points, appurtenances, inlets, outlets, and any other items necessary for fabrication and installation (pressure piping).

Advanced Finished

Appurtenances such as meters, couplings, valves, etc (pressure pipeline). Preliminary Advanced Finished

Pipe crossings both new and existing. Advanced FinishedPipe slopes on the profile. Advanced FinishedDefine special bedding conditions. Advanced FinishedPipe material classifications including size, service and material callouts. Preliminary Advanced Finished



5




Storm drain hydraulic grades Advanced FinishedCasings where needed including casing data. Advanced FinishedSpecial pipe supports where needed. Advanced FinishedAll underground interferences. Advanced FinishedDetail references specific to the construction of the pipe. Advanced Finished

Match line and match line data. Advanced FinishedSurface restoration requirements Advanced Finished

LANDSCAPE/ IRRIGATIONGeneral Landscaping Notes Preliminary Advanced FinishedGeneral Landscaping Symbols and Abbreviations Preliminary Advanced FinishedPlanting Demolition/ Plant Salvage Plan Preliminary Advanced FinishedPlanting Plan Preliminary Preliminary Advanced FinishedPlant Legend Preliminary Advanced FinishedPlanting Details Preliminary FinishedIrrigation Legend Preliminary Preliminary FinishedIrrigation Plans Preliminary Preliminary FinishedIrrigation Details Preliminary Finished

EROSION CONTROLErosion Control Notes and Symbols Preliminary Preliminary FinishedErosion Control Standard Details Advanced FinishedErosion Control Plan Preliminary Advanced FinishedErosion Control Details Preliminary Finished


6




ARCHITECTURALArchitectural General Notes & Symbols Advanced FinishedArchitectural Standard Details Preliminary Advanced FinishedBuilding Code Summary Preliminary FinishedLife Safety Plans & Notes Preliminary FinishedADA Standards (NA where projects are exempt) Preliminary FinishedWall & Partition Types Preliminary FinishedDoor & Finish Schedules, Window Types Preliminary FinishedLaboratory Equipment Schedule (if applicable) Preliminary FinishedToilet Accessories Schedule Preliminary FinishedFurnishings Plan & Schedule (if applicable) Preliminary Advanced FinishedDemolition Plans, Sections & Details Preliminary Advanced FinishedArchitectural Key Plan Preliminary FinishedFloor Plan(s) Preliminary Advanced Advanced FinishedReflected Ceiling Plan(s) Preliminary Advanced FinishedRoof Plan Preliminary Advanced FinishedExterior Building Elevations Preliminary Advanced FinishedElevation Details Preliminary FinishedBuilding Sections Preliminary Advanced FinishedInterior Elevations Advanced FinishedWall Sections Preliminary FinishedProject Specific Details & Sections Advanced Finished



7




STRUCTURALAssumed = Approximate Wall and Slab Thickness; Preliminary = + Rebar; Advanced = + Accessories (e.g. stairs, hatches); Finished = Fully Annotated

General Structural Notes Preliminary FinishedGeneral Standard Structural Details Preliminary Advanced FinishedGeneral Project Specific Details Preliminary FinishedDemolition Plans, Sections & Details Preliminary Advanced FinishedPile Plan Assumed Preliminary Advanced FinishedFoundation Plan Assumed Preliminary Advanced FinishedFloor Plan Assumed Preliminary Advanced FinishedTop Deck or Intermediate Plan Assumed Preliminary Advanced FinishedPartial Plans Preliminary FinishedRoof Framing Plans Preliminary Advanced FinishedMain Sections Assumed Preliminary Advanced FinishedPartial Sections Preliminary FinishedStructural Steel Frame Elevations and Details Preliminary Advanced FinishedMinor Structure Plans, Sections & Details Preliminary Preliminary Finished

MECHANICALStarted = Overall Dimensions; Preliminary = + Major Equipment and Piping (>8"); Advanced = + Accessories (e.g. small piping, supports); Finished = Fully Annotated

Mechanical Standard General Notes Preliminary Advanced FinishedMechanical Standard Details Preliminary FinishedMechanical Equipment Schedules Preliminary Advanced FinishedMechanical Demolition Preliminary Advanced FinishedMechanical Floor Plans Preliminary Advanced FinishedMechanical Sections Preliminary Advanced FinishedMechanical Details Preliminary Advanced Finished


8




PLUMBINGPlumbing Standard Details Advanced FinishedPlumbing Schedules Preliminary Advanced FinishedDomestic Riser Diagrams Preliminary Advanced FinishedSanitary Riser Diagrams Preliminary Advanced FinishedNatural Gas Riser Diagrams Preliminary Advanced FinishedPlumbing Floor Plans Preliminary Advanced FinishedPlumbing Sections Advanced FinishedPlumbing Details Finished

HVACHVAC Standard General Notes Preliminary FinishedHVAC Standard Details Preliminary Advanced FinishedHVAC Equipment Schedules Preliminary FinishedHVAC Demolition Preliminary Advanced FinishedHVAC Floor Plans Preliminary Advanced FinishedHVAC Sections Preliminary FinishedHVAC Details Preliminary Finished

FIRE PROTECTIONFire Protection Standard Details Advanced FinishedFire Protection Floor Plans Preliminary Advanced FinishedFire Protection Details Preliminary Finished



9




INSTRUMENTATIONInstrumentation Notes FinishedInstrumentation Symbols and Abbreviations Advanced FinishedInstrumentation Standard Details Advanced FinishedControl System Block Diagram Advanced FinishedCommunication System Diagram Advanced FinishedSecurity System Diagram Advanced FinishedLogic Diagrams Preliminary Advanced FinishedPanel Layout Drawings Preliminary Advanced FinishedLoop Drawings (if required) Advanced FinishedControl Room Plan and Elevations Preliminary FinishedProcess and Instrumentation Diagrams (P&IDs) Advanced FinishedInstrument and I/O Lists Advanced Finished

ELECTRICALElectrical Standard Symbols FinishedElectrical Standard Details Advanced FinishedSite Plan Advanced FinishedDuct Bank Schedule Advanced FinishedManhole, Hand hole and Pull Box Schedule Advanced FinishedSingle Line Diagrams Advanced FinishedElectrical Equipment Elevations Preliminary FinishedSchematic Diagrams Preliminary FinishedLighting Fixture Schedule Advanced FinishedPanelboards/Transformers Advanced FinishedRiser Diagrams for Telephone Systems Preliminary FinishedRiser Diagrams for Fire Alarm Systems Preliminary FinishedConduit Development Preliminary Advanced FinishedConduit Schedule Advanced FinishedDemolition Preliminary FinishedElectrical Equipment Location Plans Advanced FinishedLighting and Receptacle Plans Preliminary FinishedLightning and Grounding Plans Preliminary FinishedMiscellaneous Systems Plans Preliminary Finished


10


Chapter 3

Estimate Preparation

Chapter 3

Estimate Preparation

3-1

Chapter 3 Estimate Preparation

Chapter 3 – Estimate PreparationThis chapter describes the general approach to estimate preparation to be used for all BEDC cost estimat-

ing and includes subsections on the following subjects:

• EstimatingSystemRequirements

• EstimatingMethodology

• EstimateStructureandDefinitions

• EstimatingSystemRatesandSupportingCalculations

• EstimateInputs

• EscalationofConstructionCostInputs

• EstimateSections

Estimating System Requirements

AllClass4,3,2and1estimatespreparedforBEDCprojectswithanestimatedconstructioncostof$25Mor

greatershallbeproducedusinganestimatingsystemwiththeminimumfeatureslistedbelow:

• Multiplestandardandcustomreportsusingfilter,sort,andsubtotalfeatures

• Resourcereports(labor,equipment,materials,etc.)

• Variancereportsabletocompareestimatespreparedatvariousstagesofprojectdevelopment

• On-screenreviewcapability,includingsummary/drill-downfeatures

• Multipleresourceratetables

• Updatetheentireestimatebychangingaresourcepriceorrate

• Applyadjustmentfactorstoportionsoftheestimatebasedonaselectioncriteria

SpreadsheetsoftwaremaybeusedforClass5and4estimatesandforsupportingcalculationsofClass3,

2,and1estimates.However,thebodyofClass3,2,and1estimatesmustbepreparedusinganestimating

systemwiththecapabilitieslistedabove,aswellasthecapabilityofproducingthereportslistedinChapter

4ofthisManual.EstimatingsystemsusedtoprepareBEDCClass3,2and1estimatesshallbeoneofthe

following,oranapprovedequal:

• Sage;TimberlineEstimatingExtended

• MC2(ManagementComputerControls);ICE

• HeavyConstructionSystemsSpecialists(HCSS);HeavyBid

• Bid2WinSoftware

• HardDollar

• WinEstimator;WinEst

Approvaltouseanyestimatingsystemotherthanthoselistedabovemustbeobtainedinwritingfromthe

BEDCCostEstimatingDivision.

3-2


EstimatesshallbesubmittedtotheBEDCinhard-copyandelectronicformat.Electroniccopiesmustpro-

videBEDCCostEstimatingDivisionstafftheabilitytomanipulatetheestimate(sort,summarize,drill-down)

aswellasproducecustomreports,butnotnecessarilyrevisetheestimate.

Estimating Methodology

WhensubmittinganestimatetoBEDC,theestimatormustidentifythetypeofestimatingmethodologythat

willbeusedforthevariouscomponentsoftheestimateandprovideback-upmaterialasrequiredtosupport

theaccuracyofthemethod.Thereareavarietyofindustrystandardtechniquestodevelopestimates.The

choiceoftechniqueisdictatedlargelybythelevelofscopedefinitionandtheenduseoftheestimate.In

mostestimates,multiplemethodologiesareusedtoaccountforthevaryingdegreesofscopedefinitionfor

different project elements.Ingeneral,top-downestimatesareusedinearlystagesofprojectdevelopment

whenlessthanabout15to20%ofthetotalscopeisdefinedandaretypicallylimitedinapplicationtoClass

5and4estimates.Top-downestimatesuserulesofthumb,parametricmodels,analogies,orothercost

estimatingrelationships(CERs)toestimatethetotalcost.Thesetypesofestimatingmethodologiescan

behighlyinaccurateandproperlevelsofcontingencymustbeappliedtoaccountforthisestimatingrisk.

Bottoms-upmethodsarecharacterizedbya thorough,detailedanalysisofscopeandtaskcomponents

whichcanbe“rolled-up”toproduceanestimateoftheentireproject.Thisrequiresadetailedworkbreak-

downstructureandpricingofeachworkpackagethatcomprisestheproject.Thismethodrequiresahigher

levelofscopedefinitionandistypicallyreservedforClass3,2and1estimates.

Definitionsof thevariousestimatingmethods typicallyused inprojects is listedbelow.Whereavailable,

definitionswerequoted fromtheAACERecommendedPracticeNo.10S-90CostEngineeringTerminol-

ogy.Themethodologiesarelistedintheorderofacceptableusebasedonscopedefinition.Forexample,

Judgment,GrossCapacity-factored,andParametricModelsshouldonlybeusedinearlyestimates(Class

5or4)whileDetailedUnitCostwithDetailedQuantityTake-Offsarereservedforlaterestimates(Class3,

2,and1):

Judgment–Judgmentisanestimatingmethodbasedonhistoricalexperiencewithsimilartypefacilities

adjustedforknownprojectcomplexitiesandsizeorcapacitydifferences.

Gross Capacity-Factored–“Acostestimatingmethodinwhichthecostofanewfacilityorfacilitycom-

ponentisderivedfromthecostofasimilaritemorfacilityofaknown,butusuallydifferentcapacity.Inthis

method,theratioofcostsbetweentwosimilarfacilitiesisequaltotherationofthecapacitiestakentoan

exponentialfactor.”Capacity-factoredestimatingmethodsaretypicallybasedonaverylimitedamountof

highlevelprojectdefinitionsuchasaveragedryweatherandpeakwetweatherflow(ADWForPWWF)fora

secondarywastewatertreatmentfacility.Agrosscapacity-factoredestimatecouldbebasedonaunitcost

percapacitydevelopedbasedonhistoricalcostdataofsimilarfacilitiesadjustedforlocationandtime.

3-3


Discipline-Factored –Inearlyestimates,thevariousmajortradesofaprojectaresometimescalculatedas

apercentageofthetotalprojectcosts.Disciplinecostssuchassitecivilworks,electrical,instrumentation,

and landscapinggenerally fallwithinapercent rangeof the totalproject. Forexample, instrumentation

istypicallyintherangeof4to8%ofthetotalprojectcostofatypicalwatertreatmentplantprojectwhile

electricalsystemsaregenerallyintherangeof8to15%ofthetotalprojectcosts.

Parametric Model–“Inestimatingpractice,describesestimatingalgorithmsorcostestimatingrelation-

shipsthatarehighlyprobabilistic innature.Typicalparametricalgorithmsinclude,butarenotlimitedto,

factoringtechniques,grossunitcosts,andcostmodels.Parametricestimatescanbeasaccurateasdefini-

tiveestimates.”Exampleinputsofaparametricmodelforasecondaryclarifiercostmodelmightinclude

PWWF,maximumsurfaceloadingrate,andallowablewaterdepth.Basedonthesehighlevelinputs,the

generaldimensionsofthefacilitycanbeestimatedandwhencombinedwithunitcostsoftheelements,a

parametric-basedcostestimatecanbedeveloped.

Parametricmodelscanalsobeusedtopricecomponentsoftheprojectbasedontheoutputofpreliminary

designinformation.Forexample,afterequipmentrequirementshavebeendefined,powerdistributioncan

beestimatedbasedonthetotalconnectedhorsepoweroftheequipment;buildinglightingandreceptacle/

branchwiringcostscanbeestimatedbasedofthesquarefootageoffloorareaofbuildings.

Semi-Detailed Unit Costs with Assembly-Level Line Items–Boththetakeoffandtheestimateisdone

atthe“assemblylevel”vs.the“line-itemlevel”.ThispracticeistypicalofClass4estimatesandforsome

elementsofClass3estimates.Incaseswhereportionsofthedesigndocumentshavenotprogressedtoa

pointtoallowdetailedtakeoff,anda“go-by”designfromasimilarprojectisnotavailable,itmaybeneces-

sarytousecompositeunitcostsforcertainelementsoftheprojects.Forexample,iftheonlyinformation

availableforabuildingisthesquarefootageandtheuseofthebuilding,itmaybeappropriatetousea

“unitpricefactor”,whichinthecaseofabuildingwouldbe$/squarefootofbuilding.Factorssuchasthis

areknownas“composite”pricesastheyincludeallthecostfortheelementsatthelowerWBSlevels.In

thiscase,thecompositesquarefootpriceforabuilding($/squarefoot),includesthecostforalloftheele-

mentsthatmakeupacompletebuilding(structural,architectural,plumbing,HVAC,electrical,etc.),andthe

estimateisdoneatWBSLevel2only.Asthedesignprogresses,andmoredetailbecomesavailable,itwill

bepossibletoincludemoredetailintheestimateforWBSLevels3through6,butbypricingatWBSLevel

2only,itisunderstoodthatthecostforallelementsbelowthislevelareincludedinthecompositeprice.

Detailed (Line Item) Unit Cost with Forced (Line Item) Quantity Take-Offs – If theclassofestimate

requiresmoredetailthanacapacityfactororcompositeprice,“forced”takeoff,usingcostestimatingre-

lationships,canbeusedtoestimatethequantitiesatthelowerWBSlevels.Forinstance,costestimating

relationshipsfortheaveragesquarefeetofinteriorpartitionpersquarefootofbuildingorthenumberof

sprinklerheadspersquarefootofbuildingcanbeusedtoestimatequantitiesfortheseelements,aswell

theremainingbuildingelements.Anotherexampleofforcedtakeoffispricingforaconcretewall-ifthewall

3-4


dimensionsareavailablebuttherebardetailsarenotavailable,theformworkandconcretevolumecould

bedeterminedusinglineitemdetailandtherebarquantitycouldbedeterminedusinganaveragelbs/cy

factor(poundsofrebarpercubicyardofconcrete).

Detailed (Line Item) Unit Cost with Detailed (Line Item) Quantity Take-Offs–Completedetailedtakeoff

andlineitemestimatingwith100%designdrawingsanddocuments.

Definition Assembly-Level and Detailed (Line-Item) Quantity Take-Offs –The difference between as-

sembly-levelandline-itemdetailasreferencedinthediscussionofestimatingmethodologyabovecanbe

demonstratedbytheexampleofcast-in-placeconcrete.Attheassemblylevel,thetakeoffquantitywould

becubicyards,andtheestimatedetailwouldbemanhours/laborpercubicyard,materialpercubicyard,

equipmentcostpercubicyard,etc.Atthedetailedlinelevel, takeoffquantitieswouldincludeformwork,

constructionjoints,waterstop,buy/placeconcrete,buyplacereinforcingsteel,embeddeditems,cure,etc.

Thedesignandestimatingteammustworktogethertoselectthemostappropriateestimatingmethodolo-

giesbasedon thescopedefinitionandavailabilityofhistoricalcostdataandparametricmodels,again

keepinginmindthatvariousmethodologiescanbeusedforvariousprojectelementsorcomponents.The

teamshouldstrivetousethemostadvancedmethodologieswherepossibletoreduceestimatingerror.The

estimatingteamisrequiredtoreportontheestimatingmethodologiesusedindevelopingtheestimateas

partoftheBasisofEstimateReport(SeeChapter4–EstimateOutputs).

Estimate Structure and Definitions

Inordertoensureconsistencyandtofacilitatereviewandcaptureofhistoricalcostdata,allcostestimates

preparedforBEDCCapitalProjectsmustbepreparedusingaconsistentformat.Thissectiondescribesthe

generalorganizationoftheestimateincludingrequiredCostTypes,Fields(orColumns),EstimateSections,

andLineItemCoding.

Cost Types

Standardcosttypes/categoriestobeusedinallestimatesare:

• Labor

• Material

• Equipment(Construction)

• Subcontracts

• Other

3-5


Thesecostcategoriesaretypicallythemajorcolumnheadingsinallestimates,andallcostsintheestimate

mustfallintooneofthesecategories.Eachcosttype/categoryisdefinedbelow:

Labor –Allcraftandstaff labor (bothhourlyandsalariedemployees) required tocomplete theproject.

Man-hours is the basic unit ofmeasure for labor and regardless of how labor costs are estimated (by

crewhours,man-months,man-weeks,etc.),totalman-hoursshouldalsobecalculatedandincludedinthe

estimate.

Equipment–Thecostforconstructionequipmentutilizedforconstructionoftheproject.Costsinclude:

• Rental/depreciation

• Maintenance/repaircosts

• Operatingcosts(fuel,oil,grease)

Labortooperatetheequipmentisnotincludedintheequipmentcosttype.Laborformajormaintenance/

repairoftheequipmentisincludedintheequipmentcost.Laborfordailyservicingshouldbeincludedin

thelaborcategory,butasanindirectcost.

Material–Allpermanentandtemporarymaterialusedintheproject.Materialisfurthersubdividedintothe

following categories:

• Permanent material – all material that becomes part of the completed facility other than processequipment

• Processequipment–allequipmentthatbecomespartofthecompletedfacilityandisshownontheequipmentlist

• Temporarymaterial–allmaterialusedand/orconsumedduringconstructionoftheprojectthatdoesnotbecomepartofthecompletedfacility.Examplesincludeplywoodforconcreteformwork,lumberfortemporaryscaffoldingorwalkways,andmaterialsfortemporaryroadways.

Subcontracts – The cost of specialty work performed by subcontractors to the prime contractor. For

allestimatespreparedforBEDC,onlysubcontract itemsperformedonanhourlyortrueunit-pricebasis

shouldbeincludedinthesubcontractcategory.Pricesinthesubcontractcolumnshouldbe“all-in”prices,

includingsubcontractoroverheadandprofit.Allothercosts(notprocuredonatrueunit-pricebasis),even

ifperformedbyasubcontractor,shouldbeestimatedwiththetypicalcostcategories(labor,equipment,

material,andother),butidentifiedasasubcontracteditem.Thisallowsbetteranalysisofon-sitemanpower

levels,risk,escalation,markup,andotherfactorsthatmayaffectthetotalpriceoftheproject.Pricesinthe

labor,equipment,material,andothercosttypecolumnsshouldnotincludesubcontractoroverheadand

profit.Subcontractoroverheadandprofitcanbeaddedinthemarkupsectionoftheestimateasdescribed

laterinthischapter.

Other –Allothercosts thatdonot fit intooneof theothercostcategories(labor,equipment,materials,

subcontracts).

3-6


Fields/Columns in Estimates

Inadditiontoseparatecolumnsforthedollaramountforeachof thecosttypes/categoriesnotedinthe

previoussection,theestimatingsystemmustcontainadditionalfields(columns)toprovideadditionaldata

toeachlineitemestimateincludingquantities,howthelineitemispriced,andcodestoallowtheestimate

tobesortedandsummarizedinvariouscombinations.Notallcolumnswillbeusedinanygivenreport.

Chapter4describesthestandardestimatereportsandwhichcolumnsare includedineachreport.The

fieldsandtheir functionsaredescribedbelow.Theactualnamesofanygivenfieldmayvarydepending

on theestimatingsystembeingusedas longas the fieldperforms thesame functionandprovides the

informationlisted.Fieldnamesinitalicsinthelistbeloware“unitofmeasure”descriptionsassociatedwith

aspecificvaluefield.Theheaderforthesefieldsmaybecombinedwiththeheaderwiththeassociated

valuefield.Forexampletheheaderforthe“EstimatedProductivity”valuemaybecombinedwiththeheader

forthe“ProductivityUnit”aslongasthe“ProductivityUnit”isshownforeachlineitem(e.g250cy/dayor

0.15mh/sf).

Item Level 1/Item Level 2/Item Level 3 – These three fields make up a unique identifier for likeitemsintheestimatingdatabase.Theactualfieldnamesmayvarydependingontheestimatingsys-tembeingused.Thefieldsarehierarchal.Level1 is thehighest leveland isgenerallyorganizedby CSI division or section within the estimatingdatabase.Eachlineitemintheestimatemustbeassignedavalueforeachofthesefieldsinorderto allow grouping of similar items for comparison duringtheestimatereviewprocess.

Description–Descriptionoftheworkincludedintheestimatelineitem.

Take-off Quantity – Physical quantity of theestimate line item determined from the design documents.

Unit –Unitofmeasure(UOM)forthetakeoffquan-tity(e.g.linealfeet,cubicyard,squarefeet,etc.).

Waste–Percentagewasteappliedtothetakeoffquantitytodeterminetheorder(buy)quantityforthematerialfortheestimatelineitem.

Crew–Compositionofthecrew(laborandequip-ment resources) used to perform the work de-scribedbytheestimatelineitem.Crewscancon-sist of multiple craft personnel, and multiple pieces ofequipment,ormaybeasingleresource.

Base Productivity (value)–Productivityistherateatwhichtheworkisperformedbytheresources

(labor and equipment) assigned to the work.Resourcesaretime-related(e.g.manhours,crew-hours,crew-days,man-days,etc.).Productivityisquantified as resources per unit (e.g.manhoursper lineal foot) or units per resource (e.g. cubicyards per crew-day). “Base” Productivity is theproductivity from the estimating organization’shistorical cost library, reference, or experience,and represents the productivity expected underidealconditions.Incaseswherethehistoricalcostistrackedasarange,thebaseproductivityshouldrepresent theaverageormost likelyproductivityunder ideal conditions, before adjustments for project-specificfactors.

Productivity Adjustment –Thevalueinthiscol-umnrepresentsanyadjustment (bypercentage)tothebaseproductivity(seeabove)todeterminetheestimatedproductivityusedforthelineitem.Apositivepercentagecalculatesahigherproductiv-ity(lowercost),andanegativepercentageresultsinalowerproductivity(highercost).Differentlineitems within the estimate including line items for similarwork,mayhavedifferent adjustment fac-torsappliedtothem.

Estimated Productivity–Theproductivityusedto calculate the cost for a given estimate lineitem. With the recommendedprocedureabove,“Estimated Productivity” is “Base Productivity”adjustedbythepercentageshowninthe“Produc-tivityAdjustmentcolumn.

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Productivity Units – Units associated with the pro-ductivity rates (e.g. mh/lf, cubic yards/crew-hour, sf/mh, etc.)

Labor Quantity – Quantity of labor units (man-hours,crew-hours,man-day,crew-days)usedtoperformthework.

Labor Quantity Unit – Unit of measure for “Labor Quantity”.

Labor Price–Priceof the labor in thecrewperunit of time, expressed as $/manhours, $/crew-day,etc.

Labor Price Unit – Unit of measure for “Labor Price” (manhours, crew-day, etc.).

Labor Manhours –Quantityofmanhoursrequiredto perform the work on the estimate line item,calculatedas“LaborQuantity”multipliedbycrewsize(numberofpersonnelonthecrew).

Labor Amount – “LaborQuantity”multiplied by“LaborPrice”.

Labor Cost/Unit – Labor amount (dollars) pertakeoffunit.

Labor Cost Unit – Unit of measure for “Labor Cost/Unit”.

Labor Rate Table–Codetoidentifythelaborratetableusedtopricethelineitem.

Material Conversion Factor – The “MaterialConversionFactor” isusedwhen thematerial isquantifiedwithaunitofmeasurebutpricedwithanotherunitofmeasure.Forexample,aggregatebasemightbequantifiedby thecubicyard,butpurchasedbytheton.Inthiscase,the“MaterialConversionFactor”wouldbeexpressedas tonspercubicyard(tons/cy).

Material Unit/Unit – Unit of measure for “Material Conversion Factor” (tons/cy, etc.).

Material Waste (yes/no)–Indicatesifthe“Waste”percentage(seeabove)isappliedtothe“TakeoffQuantity”tocalculatethe“MaterialQuantity”usedto determine the cost of the material for the esti-matelineitem.

Material Quantity–“TakeoffQuantity”multipliedby “MaterialConversionFactor”multipliedby (1plus “Waste” factor). This is alsoknownas the“order”quantity.

Material Quantity Unit – Unit of measure for “Ma-terial Quantity”.

Material Price – Price per unit to purchase thematerial. This represents thepriceperunit thatwillactuallybepaid to thesupplierof themate-rial,notthematerialamountdividedbythetakeoffquantity.

Material Price Unit – Unit of measure for “Material Price”.

Material Amount–“MaterialQuantity”multipliedby“MaterialPrice”

Material Cost/Unit – “Material Amount” dividedby“TakeoffQuantity”.

Material Cost Unit – Unit of measure for Material Cost/Unit

Material Tax–Checkmarkoryes/notoindicatewhethertaxisapplicabletothematerialinthelineitem.

Material Subcategory – Code to indicate if the material is permanent material, process equip-ment,ortemporarymaterial/supplies.

Subcontract Price – Cost per takeoff unit ofsubcontractorsworkrequiredfortheestimatelineitem.

Subcontract Price Unit – Unit of measure for “Subcontract Price”.

Subcontract Amount–“SubcontractPrice”multi-pliedby“TakeoffQuantity”.

Equipment Price –Costperunit(hour,day,etc.)oftheequipmentinthecrewusedtoperformthework.

Equipment Price Unit – Unit of measure for “Equipment Price”.

Equipment Amount – “Equipment Price” multi-pliedby“TakeoffQuantity”.

Equipment Rate Table – Code to indicate the equipment rate table used to price the equipment in the line item.

Other Price – Cost per takeoff unit of “Other”costs.

Other Price Unit – Unit of measure for “Other Price”.

3-8


Other Amount – “Other Price” multiplied by“TakeoffQuantity”.

Other Tax –Checkmarkor “yes/no” to indicatewhethertaxisapplicabletothe“other”costinthelineitem.

Total Cost/Unit –Sumof theunitcost(costpertakeoffunit)forLabor,Material,Equipment,Sub-contracts,andOthercosts.

Total Unit – Unit of measure for “Total Cost/Unit”.

Total Amount – Total dollar amount for the esti-matelineitem.TotalAmountisequaltothetotalamountsofLabor,Material,Equipment,Subcon-tracts,andOther.

Percent of Total (optional) -Percentof the totalcost in theestimate representedbyagiven lineor subtotal within the estimate. Typically usedforreviewpurposestoidentifycostdriversintheestimate. Although a value can be assigned toeach line item in theestimate, typicallyonly thepercentagevalueson thesubtotal line itemsareuseful.

Estimate Line Item Coding

Eachlineinthedetailedestimate(attheitemlevel)

shouldbeassignedtheappropriatevaluesforthe

following item codes:

• WBSLevel1;AreaName

• WBSLevel2;ProcessName

• WBSLevel3;SystemName

• WBSLevel4;Group/DivisionName

• WBSLevel5;WorkPackageName

• WBSLevel6;AssemblyName

• SubcontractPackage(to identifywork tobeperformed by subcontractors and assignworktoindividualsubcontractpackages)

• Material Class (for assigning escalation val-ues–seebelow)

• WorkWeek(averagehoursperweekforover-timecalculations)

• QuantitySource(seebelow)

• MaterialPricingSource(seebelow)

• Estimator’sInitials

• DrawingReference

SourcecodesforQuantityandMaterialPricingare

usedforreportingpurposestoratetheaccuracy

oftheestimate.Thesecodesaredefinedbelow.

Quantity Source Codes:1) Detailedtakeoffoffdesigndrawings

2) “Forced” takeoff frompartially completede-sign drawings

3) Takeofffroma“go-by”design(designdraw-ingsfromapreviously-designedfacilitysimilarinsizeinnature)

4) Factoredusingacostestimatingrelationship

5) Assumedbyestimator (nodrawingsorcostestimatingrelationshipavailable)

Material Pricing Source Codes:1) Firmquote(written)

2) Budgetquote(written)

3) Telephonequote

4) Estimated price (using current invoices orpublisheddata)

5) Databaseprices

6) Plugnumbers

Material Classes:

All materials in the database should be assigned

toaBillofMaterialsDescription.BillofMaterials

Descriptions should be grouped into product cat-

egoriesofsimilarmaterialitems.MaterialClasses

should be structured to group materials that would

generallybesubjecttothesamesupply/demand

fluctuationandescalationratesandhavereadily-

availableescalationforecastdataavailable,such

asProducerPriceIndex(PPI)data.ProducerPrice

Index classifications aremaintained by the U.S.

Department of Labor, Bureau of Labor Statistics

andareavailableontheBureau’swebsite,http://

www.bls.gov/ppi/.

3-9


A partial list of PPI classifications applicable to

BEDC capital projects is listed below:

• Asphaltpavingmixesandblocks

• Roofingasphaltsandpitches,coatings, and cements

• Concreteproducts

• Concretepipe

• Ready-mixedconcrete

• Sand,gravel,andcrushedstone

• Gypsumproducts

• Lumber

• Plywood

• Plasticconstructionproductsandpipe

• Hotrolledbars,plates,andstructuralshapes

• Concretereinforcingbar

• Fabricatedstructuralmetal

• Ironandsteelpipe

• Fabricatedpipeandfittings

• Valvesandfittings

• Pumpsandpumpingequipment

• Fansandblowers

• Industrialmaterialhandlingequipment

• Otherspecialindustryequipment

• Power,distributionandspe-cialtytransformers

• Switchgearandswitchboardapparatus

• Panelboards

• Motorsandgenerators

• Electricallightingequipment

• Buildingwireandcable

• Powerwireandcable

• Commerciallightingfixtures

• Currentcarryingwiringdevices

• Noncurrent-carryingwiringdevices

• Communicationssystemsandequipment

Line Item Coding for Composite Material Prices

To produce several of the required reports, line

items must be coded to a material class and ma-

terial source code in order to calculate escalation

or contingency or other factors associated with

the line item. Whencompositeprices are used

that contain materials that belong to more than

one material class or code, the line item can either

be assigned to the predominant material code,

or a material class that reflects the composition

of theunitpricecanbeused. For instance, for

reinforced concrete, the concrete and the reinforc-

ingsteelwouldnormallybeassigned to twodif-

ferent material classes for calculating escalation

andcontingency.The line itemcanbecoded to

a material class for “reinforced concrete” and the

approximatequantity of reinforcing steel canbe

calculatedusinganaveragelb/cyfactor.

3-10


Estimating System Rates and Supporting Calculations

Thissectiondescribestherequirementsofthevariousratetablesandsupportingcalculationsthatarepart

oftheestimatingsystem.

Labor Productivity

There are three basic methods for estimating labor costs:

1. Unit Price–Laborcost(dollaramount)perunit,notbasedonmanhoursandalaborrate.Forex-ample,theunit-pricemethodforlaborwoulduseanhistoricalpriceof$2.50/sfforanitem,vs.usinganhistoricalproductionrateof0.05manhourspersquarefoot,extendedbyalaborrateof$50.00permanhour.Theunit-pricemethodforpricinglaborshallnotbeusedinestimatespreparedforBEDC.

2. Manhour Pricing–Manhoursperunitorunitpermanhour;forexample5manhours/eachor8sfpermanhour.

3. Crew Pricing–Inthismethod,acrewisbuiltupusingmultipleresources(laborandequipment),andextendedagainstaproductionrate(example;cubicyardsperhour,squarefeetperday,dayspereach,etc.).

Manhourpricing is typicallyusedfor labor-intensiveworksuchasmechanical,electrical,concreteform-

work,etc.Manhourpricingcanperformedthesamewayascrewpricing;byusingasinglelaborresource

asthecrew.However,whenusingmanhourpricing,acrewshouldstillbeusedtoaccountforaworking

foreman.Thiscanbedonebyeitheraddingafractionforemantoacrewwithasinglejourneymanorby

composingthecrewfortheanticipatedforemanration.Forexample,withajourneyman-to-workingforeman

ratiooffour-to-one,thecrewcouldeitherconsistofonejourneymanand0.25foremanorfourjourneymen

andoneforeman.

Crewpricing is typicallyused forcivilworkandotherequipment-intensiveworkbecauseequipment re-

sourcescanbeassigned to thecrew. Inaddition, crewpricingallows for thepossibilityof theneed to

augmentthebasiccrewwithadditionalresources.Forexample,itmaybenecessarytoaddaflaggertoan

excavationcrewtoaccountfortrafficconditionsaroundtheexcavation.Inthiscase,theproductionratecan

staythesame,butthemanhoursperunitandlaborcostwillgoupsincethecrewislarger.

Anotherexampleistruckingassociatedwithanexcavationoperation.Theproductionrateistypicallycon-

trolledbythecapacityoftheequipmentperformingtheexcavation,butthehauldistancetothedisposal

affectsthenumberoftrucksrequiredtosupporttheoperation(asthehauldistanceincreases,moretrucks

arerequired).

Labor Rates

Manhourlaborratesshouldbeestablishedbycraftintheestimatingsystem.Barewagesratesandfringe

benefitsshouldbeobtainedfrompublishedprevailingwagesratesascoveredbytheNewYorkStateLabor

LawStatutes220&230.PrevailingWageRatetablesarepublishedforNewYorkCityandonacounty-by-

countybasisintheremainderofthestate.Laborratesshouldbefully-burdenedtoincludepayrolltaxesand

payroll-basedinsurancesuchasworkerscompensation.Craft-specificworkerscompensationratesshould

3-11


beused.Forpayrolltaxandinsuranceratesthatareemployer-specific(basedonexperiencefactors),the

defaultpublishedrateshouldbeused.AnexamplelaborratecalculationstableisincludedasAttachment

3-1tothisManual.

Overtime Calculations

Laborcostsmustbeincreasedtoaccountforplannedand/orincidentalovertime.Plannedovertimeoccurs

whenthecontractorplanstoworkotherthana40-hourwork-week,(suchasfive10-hourdaysperweek,

six8-hourdaysperweek,etc.)forsomeorallworkactivities.Incidentalovertimeoccurswhencrewsmust

workpast regularlyscheduledworkhours to finishacriticalactivity,suchasaconcretepour.Overtime

shouldbeincludedintheestimateusingadd-onfactors.(Seethesectiontitled“EstimateSections”later

inthischapterforinstructionsonusingadd-onfactors.)Theadd-oncalculationforovertimekeysoffthe

“WorkWeek”codeassignedtoeachlineitemintheestimate.

Possiblefactorsinclude:

42hours/week–5%incidentalovertime

44hours/week–10%incidentalovertime

48hours/week–schedulesix8-hourdaysperweek

50hours/week–scheduledfive10-hourdaysperweek

60hours/week–scheduledsix10-hourdaysperweek

Otherovertimepossibilitiestoconsiderwouldbe12-hourdays.Thissituationmightoccurwhensupporting

a24-hrperdayoperationandchangingcrewstwiceperday(three,8-hourshifts)isnotfeasible.Overtime

factorsshouldalsotakeintoaccountshiftpremiumssuchas8-hourspayfor7hoursofworkforswingor

nightshifts,orotherpremiumsnot included in thenormalstraight-timerates. Theserulesarenormally

identified in theunion labor agreements. Anexampleworkweekdifferential table for variousovertime

options is included as Attachment 3-2tothisManual.

Material Pricing

Mostconstructionmaterialsmaybegroupedintothreegeneralcategories:

1. Commercially-Available Commodities.Off-the-shelf items thatarecommerciallyavailableandnotsubjecttosignificantregionalvariationinpricesuchas:

– Electrical commodities

– Mechanicalcommodities

– Building commodities

2. Location-Specific Commodities.Materials required insubstantialquantities thataremanufacturedlocallyorregionallyandsubjecttoregionalpricing/availabilitysuchas:

– Concrete

– Aggregates

– Earthworkfillmaterial

– Rebar

– Fabricatedstructuralsteel

3-12


3. Project-Specific Equipment/Materials.Commonlylargeorcustom(not“off-the-shelf”)itemsthatarenotmanufacturedlocallyandaresubjecttonationalorinternationalavailabilitysuchas:

– Largefabricatedpipe

– MajorEquipment

– Largeandspecialtyvalves

Thecostestimator is required toobtain telephonequotesorhave inpossessioncurrent invoices forall

commerciallyavailablecommodities. For location-specificandproject-specificcommodities,budgetary

quotesfromvendorsarerequired.

Decomposition of Composite Prices

Whencompositeunitpricesareused,thereshouldbeadetailedestimatethatcalculatesthatunitprice.

Thedetailedestimateshoulddocumenttheassumptionsforcostestimatingrelationships(forexamplelbs/

cyofrebar,sfofpartitionspersfoffloorarea,etc.),aswellaslaborproductivity,laborrates,materialpricing,

etc.Inaddition,whenusingcompositeunitprices,thepriceshouldstillbebrokenintothebasiccosttypes

(labor,equipment,materials,subcontracts,andother)aswellasmanhours.Thisallowstheunitpricesin

theassemblytobeadjustedforescalation,wagerates,andproductivity.

Equipment Rates (Construction)

Ifactualequipmentrentalratesandoperatingcostsarenotavailable,ratesshouldbeestablishedusingthe

mostcurrentdatafromtheAssociatedEquipmentDistributors(AED)GreenBook.Whenusinghourlyrates

forequipmentthatwillbeassignedtoaworkactivitycontinuously,thehourlyratesshouldbecalculated

asthemonthlyrentalratedividedby173hourspermonth(40hoursperweektimes52weeksperyear

dividedby12monthsperyear).BlueBookweekly,daily,andhourlyrentalratesshouldonlybeusedwhen

theequipmentwillbeusedfordurationsconsistentwithsuchrates.Equipmentratetablesshouldbeset

upwithseparatecategoriesforownershipandoperatingcoststoallowadjustmentsand/orescalationfor

operatingcostsduethepotentialvolatilityoffuelcosts.

Estimate Inputs

Attachment 3-3summarizesestimatorinputsforeachclassofestimateforthetypicalcostdriversinmu-

nicipalwaterandwastewaterwork.Thesekeycostdriversincludethefollowing:

• Equipment(Attachment3-3A)

• Earthwork(Attachment3-3B)

• StructuralConcrete(Attachment3-3C)

• Electrical(Attachment3-3D)

• ProcessPiping(Attachment3-3E)

• IndirectCosts(Attachment3-3F)

3-13


The tables in Attachment 2-1showthedescriptionofeachassembly,theunitofmeasure,andtherequired

inputforestimateClasses2,3,and4.ForClass5estimates,assemblyleveldetailisnottypicallyused.

Class1estimateswilltypicallyuselineitemlevelofdetail.The“requiredinput”columnisbasedonthe

designinformationthatistypicallyavailableatthestageoftheprojectdevelopmentthatcorrespondswith

thatestimateclass.Where the required input is less thanwhat is required forcompletedetailed takeoff

usingtheassembly,theestimatormayeitheruseacompositepriceasdescribedabove,orgeneratethe

requiredinputusingforcedtakeoffs.

Escalation of Construction Cost Inputs

Escalationofconstructioncostinputsshallbeincludedinallestimates.Theassumedescalationiscon-

sideredanelementof thebasecostestimateandnotcontingency.Escalationcontingencyisaddedto

accountforthepossibilitythattheamountofescalationincludedinthebaseestimatewillbeexceeded.

Duetothevolatilityofvariouskeyconstructionmaterials,laborandmaterialescalationshouldbecalculated

independently.Basecostestimatesshouldincludedcurrentlaborandmaterialpriceswithescalationcal-

culatedandshownseparatelyasoutlinedbelow.EscalationcalculationsaretobeincludedintheBasisof

EstimateReport(SeeChapter4–EstimateOutputs).

Material Escalation

The base estimate should be prepared using current prices for all materials and supplies included in the

estimate.Asnotedearlierinthischapter,allmaterialitemsintheestimateshallbeassignedtoamaterial

classthatcorrespondstoitsassociatedPPI(ProducerPriceIndex)escalationindex.ProducerPriceIndex

classificationsaremaintainedbytheU.S.DepartmentofLabor,BureauofLaborStatisticsandareavailable

ontheBureau’swebsite,http://www.bls.gov/ppi/.

Differentclassesofmaterialthatrepresentasignificantportionoftheestimatemaybesubjecttodifferent

marketvolatilityandshouldbeescalatedusingdifferentrates.Aspartofthisanalysis,amaterialresource

reportbymaterialclassshouldbepreparedandincludedwiththeestimatebackup.Materials forwhich

aspecificescalationindexisnotavailableandarenotasignificantportionofthetotalmaterialcost,may

beassignedtoageneralescalationindex,aslongasaminimumof80%ofthetotalmaterialcostinthe

estimateisassignedtoaspecificescalationindex.Escalationformaterialsshallbebasedondatafroma

recognizedproviderofpricingdata,suchasGlobalInsight,orasimilarserviceacceptabletotheBEDCCost

EstimatingDivision.Forecastdatamustbeupdatedatleastannuallybutpreferablyquarterly,especiallyfor

criticalmaterials.Updatesshallbeobtainedtocorrespondwiththeanticipateddurationoftheprojectorfor

theperiodinwhichthematerialsareexpectedtobepurchasedbythecontractor.

Materialescalationshallalsobeanalyzedusing theproposedconstructionschedule. Differentmaterial

andequipmentitemsmayrequiredifferentescalationfactors,dependingontheanticipatedpurchasedate.

Forinstance,long-leadtimespecialtyequipmentwilltypicallybepurchasedbythecontractorshortlyafter

3-14


receivingaNotice toProceed. In thiscase, theestimatedcost for theequipmentdoesnotneed tobe

escalated past this date. Othermaterialsmay be subject to escalation throughout the duration of the

project.Forexample,ready-mixconcretepricesaretypicallysubjecttoescalationatleastannually,evenif

thecontractorhascommittedtotheentireconcreterequiredfortheworkatthebeginningoftheproject.

Materialescalationshallbeshownasseparate line itemson theestimatesummarysheet,one lineper

escalationpercentage,andthesupportingcalculationsshallbeincludedintheBasisofEstimateReport

(seeChapter4–EstimateOutputs).

Labor Escalation

Ifavailable,laborratesshouldbeescalatedbasedonfutureincreasesincludedintheappropriateunion

laboragreements.Ifthisinformationisnotavailableorifcontractswillexpirepriortothescheduledendof

theproject,forecastsoflaborrateincreasespreparedbyarecognizedindustryforecastservice(e.gGlobal

Insight)shouldbeused.Escalationshouldbebasedonanestimateofthenumberofmanhoursthatwillbe

expendedduringeachwageperiod,typicallyannually.

Laborescalationshallbeshownasaseparatelineitemontheestimatesummarysheetandthesupporting

calculationsshallbeincludedintheBasisofEstimatedocument(seeChapter4–EstimateOutputs).

Escalating Composite Prices

Where theestimate, orportionsof theestimate, arenotpreparedat the line itemdetail level (for early

estimatesbasedonfactoringorcompositeunitpricesonly),escalationshouldbecalculatedbydecompos-

ing the price to the same labor and material components that correspond to the escalation factors used

indetaillineitemestimates.Completedestimatesfromhistoricalprojectsshouldbeusedtofacilitatethe

decompositionoftheprices.Asimilarmethodshouldbeusedforescalatinghistoricalcompositepricesto

currentpricing.

Estimate Sections

All estimates should be structured with separate sections for each of the following major cost

classifications:

1. DirectCosts

2. IndirectProjectCosts

3. Add-ons

4. ContractorMarkup

5. ContractorBonds/Insurance

6. ProjectContingency

3-15


Definitionsforeachofthesecostclassificationsareshownbelow.

Direct Costs

PerAACERecommendedPractice10S-90,directcostsare:“Costsofcompletingwork thataredirectly

attributabletoitsperformanceandarenecessaryforitscompletion.1)Inconstruction:thecostofinstalled

equipment,material,laborandsupervisiondirectlyorimmediatelyinvolvedinthephysicalconstructionof

thepermanentfacility.”

Directcosts includeall craft laborextending from theworking foreman leveldown, thataredirectlyas-

sociatedwiththephysicalworkactivity. Non-workingcraftsupervisionabovetheworkingforemanlevel

(generalforeman,mastermechanics,shopstewards,superintendents,etc.)andallotherstaffsupervision

shouldbeincludedinindirectprojectcosts.

Allpermanentmaterials(materialsthatbecomepartofthecompletedfacility/project)areincludedindirect

costs.Inaddition,temporarymaterials/suppliesthataredirectlyassociatedwithaphysicalworkitemarein-

cludedindirectcosts.Examplesoftemporarymaterials/suppliesthatareincludedindirectcostsinclude:

• Materials/suppliesforconcreteformwork

• Concretecuringcompound

• Lumberandstructuralsteelusedfortemporarysupportsandfalsework

• Shoringforastructureexcavationandrecoveredwhennolongerneeded

Temporarymaterialsandsuppliesthatarenotdirectlyassociatedwithaphysicalworkitemareincludedin

indirectprojectcosts.Examplesinclude:

• Scaffolding/walkwaysusedbyallcraftsforvariousworkitems

• Temporaryenclosuresandheatingforallcraftsforvariousworkitems

• Materialsforatemporarybridgeconstructedforaccesstothesite

Constructionequipment thatcanbedirectlyattributedtothephysicalworkandassignedtothecrewis

consideredadirectcost.Examplesofequipmentthatshouldbeinincludedindirectcostsinclude:

• Excavatingequipment

• Cranesassigneddirectlytoaspecificcrewandusedforaspecificworkactivity

• Compressorsassignedtoanindividualcrew

Examplesofequipmentthatshouldbeincludedinindirectprojectcostsare:

• Forkliftsatacommonstagingfacilitythatsupportsallworkactivities

• Cranes(fixedandmobile)thatsupportmultiplescraftsandworkactivities

• Flatbedtrucksusedforgeneralpurposes

• Centralizedcompressedairsystems

• Centralizedtemporarypowerfacilities

3-16


Indirect Project Costs

AACERecommendedPractice10S-90definesindirectcostsas;“Costnotdirectlyattributabletothecomple-

tionofanactivity.”Inconstruction,allcostwhichdonotbecomeafinalpartoftheinstallation,butwhichare

requiredfortheorderlycompletionoftheinstallationandmayinclude,butarenotlimitedto,fieldadminis-

tration,directsupervision,capitaltools,startupcosts,etc.”Indirectprojectcostsaresometimesreferredto

as“generalconditionscosts”,“generalexpensecosts”,“fieldoverheadcosts”,etc.Forconsistency,these

costsshouldalwaysbeidentifiedas“indirectprojectcosts”inestimatespreparedforBEDC.

Indirectprojectcostscannotbeallocatedtophysicalworkitemsastheyareeithernotrelatedtotheoverall

volumeofworkorcannot logicallybeallocated toanyonephysicalwork item. Essentially theyareall

project-relatedcosts(otherthanbondsandinsurance)thatcannotbeattributeddirectlytoaphysicalwork

activityandgenerallyinclude:

• Mobilization/demobilization

• Job-sitestaff(management,engineering,supervision,qualitycontrol,safety,support,etc.)

• Temporaryfacilitiesandstructures(offices,warehouses,safety/first-aid,toolsheds,fuel/repairfacilities,etc.)

• Temporarysupportfacilitiesandutilities(barricades/fencing,parking/roadways,storageyards,signs,scaffolding,enclosures,etc.)

• Temporaryutilities(telephone,water,power,compressedair)

• Jobofficeexpenses

• Financeexpenses

Notall indirectprojectcostswillbeincurred/expendedattheprojectsite.Dependingonthesizeofthe

projectandthecontractor’sorganization,someproject-relatedfunctionsmaybeperformedatthecontrac-

tor’shomeoffice(e.g.projectcontrols,changeorderestimating,projectaccounting,etc.).Eventhough

thesefunctionsareperformedatthehomeoffice,sincetheyaredirectlyrelatedtotheproject,theyarestill

consideredproject-relatedcostsandshouldbeincludedintheestimateasindirectprojectcosts.

Manyindirectcostsareone-timecosts(mobilization/demobilization)orstrictlytime-relatedcosts(e.g.rent

ofofficetrailersorsecurityguards)andareindependentofthevolumeofworkperformedduringanygiven

period.Acomprehensivechecklistofallpotentialindirectprojectcoststobeincludedintheestimatecan

befoundinAttachment3-4ofthisManual.

Someindirectcostsareveryeasilycalculatedaspercentagesofothercostsandarethereforeincludedin

the“Add-ons”sectionoftheestimatesummary.

3-17


Add-Ons

Add-onsareusedinestimatestocalculatecostsof itemsthataretypicallyapercentageofothercosts.

Salestaxasapercentageofmaterialsinanexample.Otherexamplesinclude:

• Smalltoolsandsuppliesasa%oflabororasadollarpermanhourrate

• Overtimeasapercentageoflaborcost

• Subcontractormarkup

• Escalation

Add-onsareusefulbecausetheyautomaticallyrecalculatetheamountoftheadd-onifthecostonwhich

itwasbasedchanged.Theyalsoallowquickrecalculationofanestimateiftherateassociatedwiththe

add-onchanges(escalationincreasedfrom6%to8%forinstance).

Add-ons can also be used to calculate contractormarkup/profit, aswell as bond, and revenue-related

insurancecosts.However,thesecostsshouldbeshownintheirrespectivesectionsandnotintheadd-ons

sectionoftheestimatesummary.

Contractor Markup

Anamountincludedinthecontractor’sbidpriceinadditiontoallproject-relateddirectandindirectcoststo

accountforprofit/feeandtocoveraportionofthecompany’shomeofficeoverhead.

Contractor Bonds/Insurance

Thisestimatesectionincludesthecosttoprovidepaymentandperformancebondsaswellastherevenue-

basedinsurance(typicallybuildersriskandgeneralliabilityinsurance).Worker’scompensationinsurance

shouldbeincludedinthelaborrates.

Contingency

EstimatingcontingencyisincludedasaseparatechaptertothisManual(Chapter5–Contingency).

3-18


Chapter 3

Attachments


1

Attachment 3-1 Sample Wage Rate CalculationATTACHMENT 3-1

SAMPLE WAGE RATE CALCULATION

Craft: United Brotherhood of Carpenters and JoinersLocal: District Council of New York City and Vicinity

Classification: Carpenter-Building CommercialEffective Dates: 10/1/2007 through 6/30/2008

Normal Work Hours per Day (A) 7Average Weeks/Yr 52Days per Week ( C ) 5Hours per Year (A X B X C) 1820

ST Shift 1.5 OT 2.0 OT41.710$ 53.63 62.57 83.4348.120$ 60.04 68.98 89.93

Fringe Calc. Method PercentageDollars per hour worked N/A 10.00$ 10.00$ 10.00$ 10.00$ Dollars per hour worked N/A 9.81$ 9.81$ 9.81$ 9.81$ Dollars per hour worked N/A 6.60$ 6.60$ 6.60$ 6.60$ Dollars per hour worked N/A 0.70$ 0.70$ 0.70$ 0.70$ Dollars per hour worked N/A 6.41$ 6.41$ 6.41$ 6.41$ Dollars per hour worked N/A 0.04$ 0.04$ 0.04$ 0.04$ Dollars per hour worked N/A 1.00$ 1.00$ 1.00$ 1.00$ Dollars per hour worked N/A 0.06$ 0.06$ 0.06$ 0.06$ Dollars per hour worked N/A 0.20$ 0.20$ 0.20$ 0.20$

34.82$ 34.82$ 34.82$ 34.82$

Wage Plus Fringe 76.53$ 88.45$ 97.39$ 118.25$

Taxable Wage CapFICA/S.S. 6.200% Note 1 2.98$ 3.72$ 4.28$ 5.58$ FICA/Med 1.450% N/A 0.70$ 0.87$ 1.00$ 1.30$ State U.I. 9.500% 8,500$ /Year 0.44$ 0.44$ 0.44$ 0.44$ Fed U.I. 0.800% 7,000$ /Year 0.03$ 0.03$ 0.03$ 0.03$ Workers Compensation 12.670% 750$ /Week 2.72$ 2.72$ 2.72$ 2.72$

WC Classification 54036.87$ 7.78$ 8.47$ 10.07$

83.40$ 96.23$ 105.86$ 128.32$

NOTES:1) FICA cap not used in calculations.2) Shift work (2nd and 3rd shift) rate based on 9 hours pay for 7 hours work.3) 1.5 OT for weekday hours over 7 and all day Saturdays4) 2.0 OT for Sundays and Holidays

NY DCC Labor/ManagementInt'l Brotherhood of CarpentersSupplemental PensionSupplementalVacation

Fringe Benefits

Taxable WageHourly Wage

Welfare FundPension FundAnnuity FundA.J.R.E.I.F.

Total Fringe

Taxes & Insurance

Total Hourly Rate

Total Taxes and Insurance

ATTACHMENT 3-1 JUNE 2008

2



1

Attachment 3-2 Sample Work Week Differential CalculationsATTACHMENT 3-2

SAMPLE WORK WEEK DIFFERENTIAL CALCULATIONS

Hrs/Wk Amt/Wk Hrs/Wk Amt/Wk Hrs/Wk Amt/Wk Hrs/Wk Amt/Wk Hrs/Wk Amt/Wk Hrs/Wk Amt/WkRate Description Ave Rate/Hr

Straight Time 83.4 35 2919 35 2919 35 2919 35 2919 35 2919 35 2919Overtime-Day Shift 105.86 0 0 5 529.3 15 1587.9 0 0 0 0 15 1587.9Straight Time-Middle Shift 96.23 0 0 0 0 0 0 35 3368.05 35 3368.05 35 3368.05Overtime-Middle Shift 105.86 0 0 0 0 0 0 0 0 0 0 15 1587.9Straight Time-Night Shift 96.23 0 0 0 0 0 35 3368.05 0Overtime-Night Shift 105.86 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0

Total per Week 35 2,919.00 40 3,448.30 50 4,506.90 70 6,287.05 105 9,655.10 100 9,462.85

Average $/HR 83.4 86.21 90.14 89.82 91.95 94.63Premium $/HR vs Base N/A 2.81 6.74 6.42 8.55 11.23% premium vs. Base N/A 3.37% 8.08% 7.70% 10.25% 13.47%

Alt Week 4 Alt Week 5Base Week Alt Week 1 Alt Week 2 Alt Week 3

2 shifts; 10-hrs/day; 5 days/wk

Single shift; 7-hrs/day; 5 days/wk

Single shift; 10-hrs/day; 5 days/wk



Incidental overtime, 1-hr/day; 7-hrs/day; 5

days/wk

ATTACHMENT 3-2 JUNE 2008

2


1


Attachment 3-3A EquipmentIn process plants, equipment is one of the most significant cost drivers and must therefore be identified

and defined early in the design phase. In addition to being identified on the drawings, equipment must be

defined using the followings:

• EquipmentList

• EquipmentSpecifications

Equipment List

The equipment list should be started no later than the Class 4 estimate phase and updated as required

throughout the remainder of design. At a minimum, the following equipment must be included on the

equipment list:

• AllequipmentshownontheProcessFlowDiagramsandProcessandInstrumentationDiagrams

• Allvalvesof>6-inchesindiameter,gates,andmeters

• AllequipmentshownontheelectricalSingle-LineDiagrams

• AllequipmentshownonHVACschematics

The equipment list should include the item title, type of equipment, installation location, equipment number

(fromP&ID)drivetype(rotatingequipment),actuatortype(forvalvesandgates)powerrequirements,key

designcriteria(size,dimensions,capacity,etc.),specificationsection,andP&IDReferenceSheet.

MinimumrequirementsfortheEquipmentListandSpecificationsforallequipmentbyestimateclassare

shown in the table below:

EstimatEClass

EquipmEnt list ContEnts(inCludE all EquipmEnt shown on) spECifiCations

sourCE ofpriCing data

5 Not started Not Started Historical data

4 Process Flow Diagrams Not StartedBudget quotes for major process equipment; Historical data for others

3Completed P&ID’sPreliminary Electrical Single-Line DiagramsPartially- completed HVAC Schematics

DraftVendor budget quotes for all equip-ment

2

Completed P&ID’sCompleted Electrical Single-Line DiagramsCompleted HVAC SchematicsAdditional minor equipment

FinalWritten quotations for major process equipment; vendor budget quotes for all other

1 Additional minor equipment (e.g. small sump pumps)

Final

2


Attachment 3-3B Earthwork

General

Dependingontheparticularscopeoftheproject,earthworkcanbeamajorcostdriverinconstruction.Be-

cause of the wide range of existing site conditions, soil types, groundwater, staging/phasing requirements,

andconstructionmethods/equipment,earthworkisalsoamajorsourceofvariabilityinestimates.Inad-

dition,duetothepotentialforencounteringunknownorunanticipatedconditions,evenaftergeotechnical

investigationshavebeencompleted,earthworkrepresentsamajorriskfactor.

Major Earthwork Work Packages

Workpackageswithinthegeneral“earthwork”classificationcanbegroupedintothreecategories:

• MassExcavation&Fill/SitePreparation/OverlotGrading

• MajorStructureExcavationandBackfill(perstructure)

• Other(roadways,siteworkfinishes,etc.)

Asthemajorityofthecostwilltypicallybeinthefirsttwocategoriesfortreatmentplantwork,thissection

focuses on those categories only.

The“MassExcavation/SitePreparation”workpackageincludesallworkrequiredtoadjustthesiteeleva-

tionstoapproximatefinalgrade(orlowerifstructureexcavationwillbewastedonsite).“MajorStructure

ExcavationandBackfill”includestheexcavation/backfillspecifictoagivenstructureorareaafterthemass

excavationhasbeenperformed.Excavationandbackfillspecifictootherprojectelements(pipe,ductbank,

smallstructures,etc)isincludedwitheachstructureorelement.

Excavation Production Table

Tofacilitateestimatereview,anExcavationProductionTableshouldbecompletedandincludedintheBasis

ofEstimatedocumentforallmajorexcavationestimates.TheExcavationProductionTablesummarizesthe

quantitiesdeterminedbythedetailedexcavationtakeoffanddocumentstheassumptions(method,crew,

andproductivity)forthemajorelementsoftheexcavationestimate:

• Excavate

• LoadandHaul

• PlaceandCompact

Line items in theExcavationProduction Table should be structured to allow the reviewer to determine

where the excavation occurs, where the material is transported, excavation methods, placement/compac-

tion methods, and associated production rates. Total quantity should be based on the amount to be

excavated and/or fill required. Individual line item within the table represent quantities for separate areas or

3


structures that will use the same methods, crew, production rates, haul distances, disposal methods, etc.

Forexample,materialthatwillbemovedtoatemporarystockpilelocationshouldbeonaseparatelineitem

thanmaterialthatwillgostraighttoapermanentfilllocation,orbehauledtoanoffsitedisposalarea.Only

quantities that use the same method, crew, disposition, and production rates should be on the same line.

The combination of the various methods for these elements will depend on a number of factors, including:

• Distancebetweenexcavationsiteandspoil/stockpilesite

• Timingofexcavationvs.backfill

• Materialtype

• Equipmentavailability

Ifmaterialmustdisposedoff-site,anyrequireddisposal/tippingfeepercubicyardortonshouldbeshown

for each affected line. If the fee is on a per ton basis, the conversion from cubic yards should also be shown

in this column.

Dependingontheconditions,notalloftheelementsmaybeapplicabletoagivenoperation.Forexample,

iftheexcavationforasmallstructureisperformedbyabackhoethatisabletosimplysidecastthematerial

which is laterusedforbackfillat thesamelocation, theremaynotbea load/haulcomponent. Inother

cases, the excavator may be able to place the material directly in the hauler such that a separate loading

operation is not required.

Incaseswhereallthreeelements(excavate,load/haul,place/compact)areperformedsimultaneouslyand

at the same rate, this could theoretically be considered as a single crew. In this case, individual crew

members and equipment should still be assigned to each element to facilitate production analysis and

review.Onlyincaseswherethesamepieceofequipmentperformsmultipleelements(suchasascraper

operation)shouldthecrewsbecombined.

Siteconditionsmayrequireadditionalprocessingofthematerialinadditiontothethreetypicaloperations

(excavate,load/haul,place/compact).Additionaloperationsmayinclude:

• Screening

• Drill/Blast

• SoilConditioning

• Disking/Drying

• Mixing

• Shoring/SoilStabilization

TheseadditionaloperationsshouldbeshownasseparatelineitemsintheExcavationProductionTable,

and since they represent “double handling” of thematerial, thequantitieswill be in addition to typical

excavation quantities.

4


Support Operations

Many other items that are not necessarily driven by the excavation quantities must also be included in the

earthworkestimate.Theseinclude:

• ErosionControl

• Haulroaddevelopment

• Haulroadmaintenance

• Dustcontrol

• Stockpilemaintenance

• Weedcontrol

• Dewatering

Since these itemsmaynotbe “quantity-driven” (notproportional to theexcavationquantities) theywill

typicallynotbeincludedinaunitpriceforexcavation,andarenotincludedintheExcavationProduction

Table.

Structure Excavation Table

AStructureExcavationTableshouldbecreatedforallmajorstructureexcavationandbackfilltodocument

theassumptionsmadeforquantitytakeoffs(excavationdepth,sideslopes,sideclearance,etc.),andto

serveasachecklisttoensureallrequiredelementshavebeenincluded.Forsimply-shapedexcavations,

thetablemayalsobeusedtoperformthequantitytakeoff.Quantitiesandassumptionsgeneratedbythe

StructureExcavationTableshouldbepostedtotheExcavationProductionTable.

Quantity Determination for Each Estimate Class

Sinceearthworkrepresentsamajorcostdriver,estimatesshouldbepreparedusingthemostdetailedin-

formation available. The minimum level of detail that should be used for each estimate class is summarized

below.

Class 5–Earthworkquantitiescanbeassumedusinga“go-by”design,historicaldata,ormaybeincluded

inthecapacityfactorusedtopricethework.

Class 4–Majorearthworkquantitiesmaybedeterminedusing thepreliminarysitegradingand facility

layout plans coupled with the hydraulic profile.

Class 3–Majorearthworkquantitiescantypicallybefinalizedatthispoint.Preliminaryquantitiesforother

earthworkpackages(roads,finishes)shouldbeestimatedatleastattheassemblylevel.

Class 1/2–AllearthworkquantitiesshouldbefinalizedintheClass2estimate.

5


Attachment 3-3C Structural ConcreteStructuralconcrete typically representsasignificantcostdriver forwaterandwastewater facilities. The

percentageofthetotalcostassociatedwithconcretewillvarydependingontheparticularprojectscope.

Where concrete will be a significant cost driver, the estimate should be based on the most detailed informa-

tionavailable.Wheneverpossible,estimatesforstructuralconcreteshouldbebasedondetailedtakeoffs,

either from thedesigndocuments from theactualproject,ordocuments fromasimilar facility (“go-by”

design)adjustedtoapproximatetheactualproject.

Forced Takeoff for Structural Concrete

If details arenot available, either from thedesigndocumentsor “go-by”designdocuments, itmaybe

necessarytouse“forcedtakeoff”(costestimatingrelationships)tocalculateconcretequantities.Typically,

therearetwolevelsofforcedtakeoff:

• Volumeofconcretebasedonaprojectdesignparameter

• Quantityofconcrete-relatedcomponentsbasedonconcretevolume

Components for Structural Concrete

Estimatesdoneatline-itemdetaillevelshouldcontainataminimumthefollowingcomponents:

• Concretevolume(cy)

• Formwork(sf)

• Shoring(cf)

• Finishing(sf)

• Reinforcing(tons)

• Accessories

– Waterstop(lf)

– Embeddedmisc.metal,includinganchorbolts(lbs)

– Expansion/contractionjoints(lf)

– VaporBarrier(sf)

– Hardner/Sealer(sf)

– Formliners

– Admixtures

– Keyways

– Blockouts

In addition to the components listed above, line items should be identified by the following categories:

• Concreteby:

– Strength/mixdesign

– Placementmethod

6


• Buggy

• Truck

• Crane

• Pumped

– Assembly

• Walls

– Straight

– Circular

– Battered

• SlabonGrade

• ElevatedSlabs

– SuspendedFormed

– SlabonMetalDeck

• Beams(ifnotintegralwithslabs)

• Columns

– Square

– Round

• Footings

– Continuous

– Pad

• EquipmentPads

• Stairs(castinplaceconcrete)

• CurbsandMiscellaneous

• Formworkbytype

– Walls

• Gang

• Handset

• Straight

• Circular

• Battered

– Elevatedslabs

– SlabonGrade

• <12”

• 12”to24”

• >24”(RaftType)

– Columns

• Square

• Round

7


– Beams(integralornon-integral)

– Footings

• Continuous

• Pad

– Stairs

– Equipmentpads

– Curbs

• Finishingbytype

– Horizontal

• Float

• Trowel

– Vertical

• PointandPatch

• SackRub

Composite Prices

Whendetailsarenotavailabletoperformtakeoffattheassemblyorcomponentlevel,compositepricesmay

be generated. Composite prices per cubic yard of concrete are generated by using an average quantity

for the various components, and pricing the average quantities with current labor and material rates. This

composite cost is then extended against the concrete quantity to obtain the total cost.

Typical composite prices include:

• Costpercubicyardforallstructuralconcrete,whenquantitiesbyassemblyarenotavailable.

• Costpercubicyardbyassemblytype.

Composite prices should be generated to allow calculation of all cost types (labor, permanent material,

equipment, supplies, etc.) andman-hours. Also,becauseof thepossibility of large swings inmaterial

prices, concrete and reinforcing steel should be itemized separately for all estimates (i.e., even though a

compositepriceisusedtogeneratecosts,thequantityandcostofreinforcingsteelshouldbebrokenout

separately).Ifcompositepricesareused,thesupportingcalculationsandpricingshouldbeincludedin

theBasisofEstimatedocuments.

Assemblies

Inordertofacilitatescopeandpricingreviews,concretetakeoffsandestimatesshouldbeperformedand

summarizedbythefollowingassemblies(WBSLevel4).Small/insignificantquantitiesmaybesummarized

inthe“other”assemblycategory.Large/significantquantitiesmayrequireanadditionaldesignation.Total

and unit costs should be shown at the assembly level, with cubic yards as the unit.

8


Takeoff/Estimating Requirements by Estimate Class

Targetrequirementsforconcretetakeoffandpricingarelistedbelowforeachestimateclass.Thesearethe

targeted requirements and whenever possible, revert to the following preferences:

• Detailedtakeoffofallcomponents(DTO)

• Detailed takeoffofvolumeand formwork; forced takeoff (FTO)of remainingcomponentsbasedonconcrete volume

EstimatEClass

targEt linE itEm dEtail takEoff mEthod priCing mEthod

5 Total CY of Concrete Forced takeoff of total volume Composite cost/cy

4 CY of Concrete by Assembly Force takeoff of volume by assembly Composite cost/cy by assembly

3 See table below See table below See table below

1 and 2 Complete line item detail for all components

Detailed takeoff of all components Line item pricing for all components

Class 3

assEmbly

VolumE/ plaCEmEnt formwork finishing

rEinforCing stEEl

aCCEssoriEs/dEtails

Quantity Pricing Quantity Pricing Quantity Pricing Quantity Pricing Quantity Pricing

Slab on Grade DTO DTO DTO lbs/CY FTO/CY

Walls DTO DTO DTO lbs/CY FTO/CY

Elevated Slabs DTO DTO DTO lbs/CY FTO/CY

Beams DTO DTO DTO lbs/CY FTO/CY

Columns DTO DTO DTO lbs/CY FTO/CY

Column Footings DTO DTO DTO lbs/CY FTO/CY

Continuous Footings DTO DTO DTO lbs/CY FTO/CY

Stairs FTO Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp

Pipe Supports FTO Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp

Equipment Pads FTO Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp

Other/Miscellaneous FTO Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp In Comp

9


Attachment 3-3D ElectricalElectricalsystemstypicallyrepresentasignificantcostintreatmentplantconstruction.Becausetheelectri-

cal design is highly dependent on the process design and especially the equipment selection, the input

available for estimating the electrical systems typically lags behind other disciplines. Accordingly, early

estimatesmustrelymoreheavilyoncostestimatingrelationshipsand/or“go-by”designs.Electricalwork

intreatmentplantsgenerallyfallsintothreemajorcategories:

• Process-relatedsystemsthatsupplypowertothemajorprocessequipment

• Buildingandsiteservices(lighting,receptaclepower,etc.)

• Communicationandsecuritysystems

Horsepoweroftheprocessequipmentisthecostdriverfortheprocess-relatedsystemswhilethesquare

footage of the buildings and facilities drives the other systems. Minimum required input and the associated

estimatingmethodologyforeachclassofestimatearelistedbelow.SeeAppendix2-1fortheinputrequire-

ments for electrical assemblies.

Class 5

If “go-by”design information isnotavailable for theClass5estimate,electrical systemsmayeitherbe

included in thecapacity factor,orbasedonacostestimating relationship (typicallyequipment-factored

basedontheanticipatedhorsepoweroftheequipment)andthesquarefootageofthefacilities.

Class 4

AtClass4,theP&IDdrawingsare“advanced”andshouldshowallprocessequipmentandthepreliminary

equipmentlistshouldbeavailableincludingallhorsepowerrequirements.Fromthisinformation,thetotal

powerrequirementsforeachprocessareamaybedeterminedandcostestimatingrelationshipsor“go-by”

design of electrical systems can be used for estimating purposes. In addition, the preliminary site plan and

architecturalfloorplansareavailableforforcedtakeoffsofbuildingandsiteelectricalservices(e.g.sight

lighting).

Class 3

AtClass3,theelectricalsingle-linediagramsareadvancedandanyelectricalsystemsnotshownonthe

single-linediagramsshouldbenotedintheGapAnalysisprovidedbythedesignteam.Togetherwiththe

mechanical,structural,andarchitecturalfloorplans,alloftheprocess-relatedelectricalsystemsandthe

majorityoftheremainingelectricalsystemscanbeestimatedatlineitemdetailbyusingassemblies(see

Appendixforalistofassemblies).Forthebuilding/siteservices,andcommunications/securitysystems,

forcedtakeoffonasquarefootbasismayberequiredtogeneratequantitiesfortheassemblies.

Class 2 and 1

AtClass2,allsystemshaveatleastapreliminarydesignavailableandallelectricalshouldbeestimatedat

aline-itemlevelofdetailwithonlyminoradjustmentsrequiredfortheclass1estimate.

10


Attachment 3-3E Process PipingProcesspipingisnormallyasignificantcostitemintreatmentplantworkandincludesallpipingshownon

theP&IDdrawings.Itdoesnotincludeplumbing(domesticwaterandsanitarywastepiping).Themajority

ofthecostforprocesspipingwillbearoundtheprocessequipmentasthis iswherethemajorityofthe

valves, fittings, and in-linedevicesare located.CompleteP&ID (Processand InstrumentationDiagram)

drawings are essential for accurate piping estimates.

Pipingtakeoffsshouldbeorganizedandidentifiedbysystem,service,andsizewithineachprocessarea.

Process piping outside the battery limits of a given process area (typically identified as “yard piping”)

shouldbeincludedinthe“GeneralSite”areaintheWBS.

Assembliesforprocesspipingshouldincludeallvalvesandin-linedevicesaswellashangers,supports,

andotherancillaryitems(nut/boltsets,gaskets,fittings,etc.).Minimumrequiredinputandtheassociated

estimating methodology for each class of estimate are listed below.

Class 5

If“go-by”designinformationisnotavailablefortheClass5estimate,processpipingmayeitherbeincluded

inthecapacityfactororbasedonacostestimatingrelationship(typicallyequipment-factoredbasedonthe

valueorcapacityoftheequipment)ineachprocessarea.

Class 4

AtClass4,theP&IDdrawingsare“advanced”andshouldshowallprocesspipingsotakeoffsmaybedone

fromtheP&IDdrawingswithestimatedlengthsandassumedfittingdensities(numberofelbows,tees,etc.,

perlinealfootofpipe).AnypipingnotshownontheP&IDdrawingsshouldbenotedintheGapAnalysis

provided by the design team.

Class 3

P&IDdrawingsarecompleteat thispoint,soallprocesspipingwillbeshown. Inaddition,most large

diameterpipewillbeshownonthemechanicalplansandsections.Pipenotshownonthemechanical

plans/sectionsmaybeestimatedfromtheP&IdrawingsusingthesamemethodologyasfortheClass4

estimate.

Class 2 AND 1

AtClass2,alllarge-boreprocesspiping(4”diameterandgreater)isshownonthemechanicaldrawings

andcompletetakeoffscanbeincludedintheestimate.Small-borepipe(lessthan4”diameter)maynot

beshownonthemechanicaldrawingssotakeoffisperformedusingassumedrouting,lengths,andfitting

densities.

11


Attachment 3-3F Indirect Project CostsIndirectcostmaybeestimatedasapercentageofdirectcostforallprojectswithanestimatedconstruction

oflessthan$50Mforallestimateclassesandforallprojectgreaterthan$50Mforclass5and4estimates.

Forprojectsgreaterthan$50Morwithconstructionschedulesthatexceed24months,adetailedestimate

ofIndirectProjectCostshouldbeperformedusingthechecklistincludedinAttachment 3-4.

SincemanyoftheIndirectProjectCostsaretime-related,theanticipatedconstructionscheduleshouldbe

usedwhenestimatingthesecosts.Personnelcostsrepresentamajorportionofthetime-relatedIndirect

ProjectCost,andtheaverageandpeakstaffmanpoweronsitealsodrivesothercostssuchasofficespace

requirements,relocationandper-diemcost,etc.Onallprojectsover$50M,apersonnelscheduleshould

beincludedaspartoftheBasisofEstimatedocument.Foreachindividual,thescheduleshouldindicate:

• Anticipatedstartdate

• Anticipatedcompletiondate

• Relocationrequired(yes/no)

• Perdiemrequired(yes/no)

• Vehicle(yes/no)

• Cellphone(yes/no)

• Personalcomputer(yes/no)

The personnel may be done in a spreadsheet or by other means, but should be capable of calculating the

totalmonthsorweeksforeachindividual,andtheaverageandpeakmanpower.

12


1


Attachment 3-4 Indirect Project Costs ChecklistATTACHMENT 3 - 4INDIRECT PROJECT COSTS CHECKLIST

Phase Item Description Unit100.100 Project Management

20 PROJECT MANAGEMENT (RECURRING) wk21 Project Executive wk22 Project Manager wk23 Assistant Project Manager wk24 Construction Manager wk25 Assistant Construction Manager wk29 Risk Manager wk

100.110 Field Engineering20 FIELD ENGINEERING (RECURRING) ls21 Senior Project Engineer wk22 Project Engineer wk23 Field Engineer wk24 Detailer/Draftsman wk25 Geotechnical Engineer wk26 Civil Engineer wk27 Structural Engineer wk28 Mechanical Engineer wk29 Electrical - I & C Engineer wk

100.115 Surveying20 SURVEYING (RECURRING) wk21 Survey Crew Chief wk22 Survey Crew wk

100.120 Field Supervisory Staff20 FIELD SUPERVISORY STAFF (RECURRING) wk21 General Superintendent wk22 Project (or Area) Superintendent wk23 Assistant Project Superintendent wk24 Civil Superintendent wk25 Concrete Superintendent wk26 Mechanical Superintendent wk27 Electrical - I & C Superintendent wk

100.125 Operations30 OPERATIONS (STARTUP) wk31 Lead Operator wk32 Operator wk

100.130 Project Controls20 PROJECT CONTROLS (RECURRING) wk21 Project Controls Engineer wk22 Project Scheduler wk23 Document Control Engineer wk

100.135 Project Accounting Staff20 PROJECT ACCOUNTING STAFF (RECURRING) wk21 Project Accounting wk

100.140 Project Safety Personnel20 PROJECT SAFETY PERSONNEL (RECURRING) wk21 Safety Manager wk22 Assistant Safety Manager wk

Attachment 3-4 June 2008

2


100.150 Project Admin Staff20 PROJECT ADMIN STAFF (RECURRING) wk21 Office Manager wk22 Project Coordinator wk23 Project Secretary wk24 Time Keeper wk25 Runner wk

100.160 Quality Control Staff20 QUALITY CONTROL STAFF (RECURRING) wk21 QA Manager wk22 QA Inspector wk23 Civil Inspector wk24 Mechanical Inspector wk25 Concrete Inspector wk26 Building Inspector wk27 Electrical Inspector wk29 Construction Materials Technician wk

100.170 Estimating20 ESTIMATING (RECURRING) wk21 Chief Estimator wk22 Lead Estimator wk23 Civil Estimator wk24 Mechanical Estimator wk25 Concrete Estimator wk26 Building Estimator wk27 Electrical Estimator wk

100.180 Procurement20 PROCUREMENT (RECURRING) wk21 Procurement Manager wk22 Purchasing Agent wk

100.190 Laborers20 LABORERS (RECURRING) wk21 General Purpose Laborers wk22 Carpenters wk23 Pipefitters wk24 Operators wk25 Electricians wk

100.195 Other Project Staff20 OTHER PROJECT STAFF (RECURRING) wk21 Security wk22 Traffice Control wk23 Interns wk

100.200 Community Service10 COMMUNITY SERVICE (SETUP) ls11 Community Service Programs ls12 Community Outreach ls


3


100.400 Travel & Living Expense10 "ONE TIME" TRAVEL & LIVING EXPENSE (SETUP) ls11 Relocation Expenses (Billable) ls12 Moving Expense (Billable) ls13 En route Expense (Billable) ls14 Other One Time Expenses (Billable) ls20 TRAVEL & LIVING EXPENSE (RECURRING) ls21 Living Allowance mo22 Auto Rental mo23 Motel & Hotel mo24 Airline trip25 Travel Expenses mo29 Management Travel mo60 TRAVEL & LIVING EXPENSE (NON-BILLABLE) ls61 Relocation (Non-Billable) ls62 Moving Expenses (Non-Billable) ls63 En route Expenses (Non-Billable) ls64 Other One Time Expenses (Non-Billable) ls65 Living Allowance(Non-Billable) mo66 Auto Rental(Non-Billable) mo67 Motel & Hotel(Non-Billable) mo68 Airline(Non-Billable) trip69 Travel Expenses(Non-Billable) mo

100.600 Bonds10 PERFORMANCE & PAYMENT BONDS (SETUP) ls11 Performance Bonds ls12 Payment Bonds ls

100.700 Insurance Charges10 MONTHLY LIABILITY INSURANCE CHARGE (SETUP) ls11 Professional Liability (E & O) Insurance ls12 Construction Liability Insurance ls13 Owner's Protective Liability Insurance ls14 Railroad Protective Insurance ls15 Pollution Insurance ls16 Marine/Offshore Insurance ls17 Builder's Risk Insurance ls60 MISC CHARGES (NON-BILLABLE) ls61 Monthly Liability Insurance Charge (Non-Billable) ls62 Temp Living ls63 Project Differential ls64 Recruiting ls

100.800 Taxes70 TAXES (MISC COST) ls71 Gross Receipts Tax ls72 Owner Tax ls73 Wage Tax ls


4


101.060 Regulatory Requirements10 REGULATORY REQUIREMENTS (SETUP) ls11 Building Permits ls12 Electric Permits ls13 Plumbing Permits ls14 Temporary Dewatering Permit ls15 Sprinkler System Permit ls16 Fire Alarm Hook up Permit ls17 Street Cut Permits ls18 Other Project Specific Permits ls19 Other Project Specific Permits ls

101.065 Health & Safety10 HEALTH & SAFETY (SETUP) ls11 Health & Safety Plan ls40 HEALTH & SAFETY (FIELD COST) ls41 Safety Awards ls42 Safety Equipment & Materials mo46 First Aid Kit ea48 Fall Protection Harness ea49 Confined Space Rescue System ea

101.066 Temporary Protection40 TEMPORARY PROTECTION (FIELD COST) ls41 Temporary Partitions lf42 Guard Rails lf

56 23 Temporary Barricades43 Debris & Personnel Nets sf44 Temporary Stairs/Ladders/Covers ea

56 29 Temporary Protective Walkways45 Portable Ventilation Blowers (explosion proof) ea46 Fire Extinguishers ea47 Safety Signs/Barracades ea

56 33 Temporary Security BarriersTemporary Security Enclosures

48 54 23 Scaffolding & Platforms sf101.400 Quality Control

40 QUALITY CONTROL (FIELD COST) ls41 Soil Testing ls42 Material Testing ls43 Concrete Testing ls44 Project Specific Testing (non-start up) ls45 Project Specific Testing (non-start up) ls46 Project Specific Testing (non-start up) ls47 Project Specific Testing (non-start up) ls48 Project Specific Testing (non-start up) ls49 Project Specific Testing (non-start up) ls

101.450 Start Up Testing30 START UP TESTING (STARTUP) ls31 Water Quality Testing ls


5


101.505 Mobilization10 MOBILIZATION (SETUP) ls11 Site Trailers Set Up ls12 Phone System Set Up ls13 LAN Set Up ls50 DEMOBILIZATION (CLOSEOUT) ls51 Site Trailers Tear Down ls52 Phone System Tear Down ls53 LAN System Tear Down ls54 Access Roads Removal ls

101.510 Temporary Utilities10 TEMPORARY UTILITIES (SETUP) ls11 Telephone Line Installation ls12 Cell Phone Set Up ls13 Cable Installation ls14 51 13 Electric Power Supply Line Installation ls15 Gas Line Installation ls16 Drinking Water Line Installation ls17 Construction Water Line Installation ls18 Sanitary Line Installation ls19 51 16 Fire Protection Installation ls

19.1 51 23 Temporary HVAC Installation20 TEMPORARY UTILITIES (RECURRING) mo21 Telephone Monthly Charge mo22 Cell Phone/Pager Monthly Charge mo23 Cable Monthly Charge mo24 Electrical Monthly Power Charge mo25 Gas Monthly Charge mo26 Drinking Water/Ice Monthly Charges mo27 Construction Water Monthly Charges mo28 Fuel Oil Monthly Charge mo29 Heat/Cooling Monthly Charge mo50 TEMPORARY UTILITIES (CLOSEOUT) ls51 51 33 Telephone Line Disconnect & Remove ls52 Cell Phone Disconnect ls53 Cable Disconnect & Remove ls54 Electric Power Supply Line Disconnect & Remove ls55 51 29 Gas Line Disconnect & Remove ls56 Drinking Water Line Disconnect & Remove ls57 Construction Water Line Disconnect & Remove ls58 Sanitary Line Disconnect & Remove ls59 Fire Protection Disconnect & Remove ls

101.520 Security20 SECURITY (RECURRING) wk

101.530 Protect Exist Facilities10 PROTECTION OF EXISTING FACILITIES (SETUP) ls11 56 39 Protection of Trees ls20 PROTECTION OF EXISTING FACILITIES (RECURRING) ls


6


101.532 Site Condition Surveys10 SITE CONDITION SURVEYS (SETUP) ls11 Survey ls12 Video Survey ls13 Photographs ls20 SITE CONDITION SURVEYS (RECURRING) mo21 Monthly Surveys mo40 SURVEYS (FIELD COST) ls50 SITE CONDITION SURVEYS (CLOSEOUT) ls51 Survey ls52 Video Survey ls53 Photographs ls

101.535 Settlement Monitoring20 SETTLEMENT MONITORING (RECURRING) wk

101.540 Progress Documentation20 MONTHLY PROGRESS DOCUMENTATION (RECURRING) wk21 Progress Photos wk22 Progress Videos wk40 SPECIAL INSPECTIONS (FIELD COST) ls

101.550 Site Access & Storage10 SITE ACCESS AND STORAGE (SETUP) ls11 55 13 Access Roads Construct ls

55 16 Haul Routes55 19 Temporary Parking55 23 Temporary Roads55 26 Traffic Control55 29 Staging Areas53 13 Temporary Bridges53 16 Temporary Decking53 19 Temporary Overpasses53 23 Temporary Ramps53 26 Temporary Ramps (check description)

40 SITE ACCESS AND STORAGE (FIELD COST) ls41 Road Maintenance ls42 Snow Removal ls43 Street Sweeping ls

101.560 Temp Environ Controls10 TEMPORARY ENVIRONMENTAL CONTROLS (SETUP) ls11 Waste Management Plan ls20 TEMPORARY ENVIRONMENTAL CONTROLS (RECURRING) mo21 Dumpster Pickups mo22 Recycle Pickups mo40 TEMPORARY ENVIRONMENTAL CONTROLS (FIELD COST) ls41 56 26 Temporary Chain Link Fence lf

56 13 Temporary Air Barriers42 56 16 Dust Barriers sf43 56 19 Noise Barriers sf44 Pollution Control ls45 51 26 Lighting System ls


7


101.565 Weather Protection40 WEATHER PROTECTION (FIELD COST) mo41 Winter Conditions mo42 Heating Equipment mo43 Winter Heat Fuel mo44 Temp Enclosures ls45 Ground Covers ls

101.570 SWPPP10 STORM WATER POLLUTION PREVENTION PLAN (SET UP) ls20 STORM WATER POLLUTION PREVENTION PLAN (RECURRING) mo

57 13 Temporary Erosion and Sediment Control57 16 Temporary Pest Control57 19 Temporary Environmental Controls57 23 Temporary Storm Water Pollution Controls

101.575 Hoisting / Staging40 HOISTING/STAGING (FIELD COST) mo41 54 16 Hoisting Costs mo42 Staging Costs mo

54 13 Temporary Elevators101.580 Project Sign

10 PROJECT SIGN (SETUP) ls58 13 Temporary Project Signage58 16 Temporary Interior Signage

101.585 Construction Equipment40 CONSTRUCTION EQUIPMENT (FIELD COST) mo41 Small tools mo42 Truck & Tools mo43 Fork Lift (Rough Terrain) mo44 Crane mo45 Loader mo46 Compressor mo47 Generator mo49 Survey Equipment mo

101.586 Fuels & Maintenance40 FUELS & MAINTENANCE (FIELD COST) mo41 Fuels - Gas mo42 Fuels - Diesel mo43 Maintenance of Equipment mo

101.590 Field Offices20 FIELD OFFICES (RECURRING) mo21 51 13 MWH Constructors Office Trailer mo22 Owners Office Trailer mo23 Oversight Office Trailer mo24 Change Room/Lunch Room Trailer mo25 Supply Trailer/Container mo26 51 13 Tool Shed mo27 Decon Trailer mo28 51 19 Chemical Toilet mo


8


101.591 Field Office Equipment10 FIELD OFFICE EQUIPMENT (SETUP) ls11 Copy Machine purchase ea12 Fax Machine Purchase ea13 Personal Computer purchase ea14 Printers purchase ea15 Software Licenses purchase ls16 Furniture purchase ls20 FIELD OFFICE EQUIPMENT (RECURRING) mo21 Copy Machine Lease/Rental mo22 Fax Machine Lease/Rental mo23 Personal Computer Lease/Rental mo24 Printers Lease/Rental mo25 Software Charges ls26 Furniture Lease/Rental mo

101.592 Field Office Services20 FIELD OFFICE SERVICES (RECURRING) mo21 Office Supply mo22 Janitorial Service mo23 Printing & Photocopies Service mo24 Postage & Fed Ex mo25 Courier mo

101.595 Project Vehicles20 PROJECT VEHICLES (RECURRING) mo21 Pick-Up Truck: Supervision mo22 Pick-Up Truck: Job mo25 Golf Cart mo29 Automobile mo

101.600 Prod/Matl/Equip/Subst's40 PRODUCTS, MATERIALS, EQUIPMENT AND SUBSTITUTIONS (FIELD COST) ls41 Equipment Unloading ls42 Equipment Storage ls43 Off Load Misc Deliveries ls

101.610 Owner-Furnished Equipment40 OWNER-FURNISHED EQUIPMENT (FIELD COST) ls

101.650 Test/Disinfect Structures30 TEST & DISINFECT CONCRETE AND STEEL WATER STRUCTURES (STARTUP) ls

101.655 Gravity Pipeline Testing30 GRAVITY PIPELINE TESTING (STARTUP) ls

101.656 Pressure Pipe Test/Disinf30 PRESSURE PIPE TESTING AND DISINFECTION (STARTUP) ls

101.657 Pneumatic Struct Testing30 PNEUMATIC STRUCTURE TESTING (STARTUP) ls

101.658 TV Inspect Sewers30 TELEVISION INSPECTION OF SEWERS (STARTUP) ls


9


101.660 Equip Test/Plant Startup30 EQUIPMENT TESTING AND PLANT STARTUP (STARTUP) ls31 Chemicals for Start-Up ls32 Utilities for Start-Up ls33 Temporary Process Facilites ls34 Solids Handling & Disposal ls

101.670 Owner Staff Training30 OWNER STAFF TRAINING (STARTUP) ls

101.700 Project Closeout50 PROJECT CLOSEOUT (CLOSEOUT) ls51 Record Drawings ls52 Punchlists ls53 Final Cleaning ls54 Closeout Submittals ls

101.800 Maintenance50 MAINTENANCE (CLOSEOUT) ls51 Operations & Maintenance Manual ls


10


Chapter 4

Estimate Output

Chapter 4

Estimate Output

4-1

Chapter 4 Estimate Output

Chapter 4 – Estimate Output

Basic Estimate Reports

It is imperative that estimating reports be delivered to BEDC in a consistent format to facilitate review by

the BEDC Cost Estimating Division. This section describes the desired format of estimate submittals to

BEDC. Each of the estimating reports to be submitted by the estimating team at each estimating interval is

described below and examples of each are contained in Attachment 4-1 of this Manual.

1. Summary Reports – summarized to the following WBS Levels (one line per summary level):

1a. WBS Level 1 Summary Report (Attachment 4-1A)

1b. WBS Level 2 Summary Report (Attachment 4-1B)

Summary reports should include the following columns:

• WBSLevel

• LaborManhours

• ”Amount”columnsfor:

– Labor

– Equipment

– Material

– Subcontracts

– Other

– Total

• PercentageofTotal(optional)

2. Scope Review Reports 2a. Scope Review Report -organizedbyAssemblyshowingallcosttypes,summarizedtoWBSLevel

5 (WorkPackage), sortedbyArea/Process/System/WorkPackage/Assemblyandwith the followingcolumns (See Attachment 4-1C):

• LaborCost/Unit

• LaborAmount

• EquipmentCost/Unit

• EquipmentAmount

• MaterialCost/Unit

• MaterialAmount

• SortLevel(todelineate sort/subtotallevels)

• Notes

• TakeoffQuantity

• UnitOfMeasure

• LaborManhours

• SubcontractCost/Unit

• SubcontractAmount

• OtherCost/Unit

• OtherAmount

• TotalCost/Unit

• TotalAmount

4-2

Estimate Output June 2008

2b. Scope Review Report-withLineItemDetailusingsameformatasabovewithestimateline(SeeAttachment 4-1D).NOTE:thisisanoptionalreporttoBEDCandonlyrequiredifrequestedbytheCostEstimatingDivision.Thisreportcanbesubmittedaspartoftheestimatereviewpackage,orasinglecopycanbeavailableatthescopereviewmeetingwiththeprojectteam.Alternately,thislevelofdetailmaybereviewedduringthereviewmeetingwithalivecopyoftheestimate“on-screen”usingalaptopcomputer and screened projection.

3. Labor/Productivity and Pricing Reports 3a. Labor/Productivity Detail Report Organized by Assembly. This report is used for review of con-

tentandlaborproductivity/pricingwithinassemblies(See Attachment 4-1E). The report is sorted by assemblywithlineitemdetailfortheitemswithintheassembly.Likeassembliesarecombinedinthisreport(quantitiesandamountsforlikeassembliesarecombinedintoasingleassembly).Columnsasshown below:

3b. Labor/Productivity Detail Report (Item). This report isused for reviewof laborpricing, laborproductivity,andmaterialpricingofindividualestimatelineitems(SeeAttachment 4-1F). The report issortedbyDatabaseLevel3/DatabaseLevel2with like itemscombined(itemsof thesameworkscope and same production rate combined into a single line item; quantities and amounts represent thetotalofalllikeitems).Columnsasshownbelow:

• Assembly/ DatabaseLevel2

• ItemDescription

• DatabaseLevel3

• TakeoffQuantity

• UnitOfMeasure

• Crew

• LaborManhours

• BaseProductivity

• ProductivityAdjustment

• EstimatedProductivity

• LaborCost/Unit

• LaborAmount


• EquipmentAmount

• MaterialConversionFactor

• MaterialWaste(yes/no)

• MaterialWaste%

• MaterialQuantity

• MaterialPrice


• MaterialAmount



• OtherPrice

• OtherCost/Unit

• OtherAmount

• TotalCost/Unit

• TotalAmount

• DatabaseLevel2/3

• ItemDescription

• TakeoffQuantity

• UnitOfMeasure

• Crew

• LaborManhours

• BaseProductivity

• ProductivityAdjustment

• EstimatedProductivity

• LaborCost/Unit

• LaborPrice

• LaborRateTable

• LaborAmount


• EquipmentAmount

• MaterialConversionFactor

• MaterialWaste(yes/no)

• MaterialWaste%

• MaterialQuantity

• MaterialPrice


• MaterialAmount

• MaterialTax(yes/no)



• OtherPrice

• OtherCost/Unit

• OtherAmount

• OtherTax(yes/no)

• TotalCost/Unit

• TotalAmount

4-3


4. Labor and Equipment Resource Reports 4a. Labor Resource Report organized by labor classification (See Attachment 4-1G). One line per

labor classification with columns for:

• DescriptionofLaborClassification

• Manhours

• LaborAmount($)

• Average$/Manhour

Total labor amount for the report should be equal to the total labor amount on the summary sec-tionofthevariousestimatereportsnotedpreviously.Average$/Manhourforeachlaborclassificationshouldbecomparedtothelaborratelistinginthebasisofestimatereporttomakesuretheratesareconsistent.

4b. Equipment Resource Report organized by piece of equipment (See Attachment 4-1H). One line per piece of equipment with columns for:

• Descriptionofequipment

• Totalequipmenthours

• EquipmentAmount($)

• Average$/Equipment-Hour

The total equipment amount for the report should be equal to the total equipment amount on the summarysectionof thevariousestimatereportsnotedabove.Average$/Equipment-HourManhourshouldbecomparedtothelaborratelistinginthebasisofestimatereporttomakesuretheratesareconsistent.

Inaddition,thisreportmaybeusedtomakean“equipmentadjustment”.Thismaybenecessarywhencertainpiecesofequipmentmayberequiredonthesite,butnotfullyutilized.Thehoursforthepieceofequipmentmayneedtobeadjustedtoa“time-phased”basisinlieuofthetotalhoursutilizedintheestimate.

Basis of Estimate Report

Inadditiontotheestimatereportsnotedabove,allestimatespreparedateachstageintheprojectdevelop-

mentwithavalueover$25MshallincludeacomprehensiveBasisofEstimateReport(BOE)Report.The

Reportmustbeprepared inaccordancewithAACERecommendPractice34R-05BasisofEstimateas

modifiedherein.AcopyofthedocumentisincludedasAttachment 4-2 of this Manual or may be obtained

at http://www.aacei.org/tcm/.SpecificrequirementsforBOEReportspreparedforBEDCaredetailedbelow.

Insomecases,therecommendationsinAACE34R-05havebeenadoptedandquotedinwhole.

TheBOEReportcommunicatestherationale,assumptions,pricingsources,andotherinputstotheestimat-

ing process used by the team in development of the cost estimate. This document consolidates information

preparedfrommultiplesourceswhichareusedtoestablishthebasisofthecostforecast.EachBOEReport

shalladdressthetopics,asapplicable,describedinthissection.If therearenoapplicableitemsforthe

section,ofifforanyreasonthesectiondoesnotapply,thesectionheadingshouldstillbeincludedinthe

document,andthetextshouldread“NONE”,or“N/A”(notapplicable).

4-4


Project Scope Description

Provideabriefnarrativedescribingthemajorprojectcomponents.Thesectionshouldgenerallybelimited

to no more than one page.

Estimating Methodology

Indicatetheprimaryestimatingmethodologyusedtopreparethecostestimate.Wheredifferentmethod-

ologieswereusedformajorelementsoftheestimateordifferentworkpackages,giveabriefdescription

ofeach,organizedbyWBS.Identifythepercentagesofthetotaldirectcostwhereinthequantitieswere

determined by the various estimating methods. These percentages can be determined by running an

estimatereportsortedbytheQuantitySourceCodeasdefinedinChapter3.

1) Detailedtakeoffoffdesigndrawings

2) “Forced”takeofffrompartiallycompletedesigndrawings

3) Takeoff froma“go-by”design(designdrawingsfromapreviously-designedfacilitysimilar insize innature)

4) Factoredusingacostestimatingrelationship

5) Assumedbyestimator(nodrawingsorcostestimatingrelationshipavailable)

Estimate Classification

IdentifytheAACEestimateclassificationfortheentireestimatebasedonthequalityofthedesigndocuments

usedtopreparetheestimateandtheestimatingmethodsused.Wheredifferentelementsoftheestimate

fallwithindifferentAACEclassifications,theestimateshouldonlybeassignedtoagivenclassificationif

atleast75%oftheestimatedcostissupportedbyscopedefinitionandestimatingmethodologiesfalling

withinthatclassification.IfthecompletedestimatedoesnotmeetthecriteriafortheAACEestimateclass

asfurtherdefinedinthisManualrequiredbythecorrespondinglife-cyclestage,identifythereasonsand/or

justification why the estimate does not meet the specified class.

Design Basis

Referencealldocumentsprovidedtotheestimatingteamtoconveythescopeoftheproject.Asaminimum,

the following documents should be referenced in the BOE and attachments provided where noted:

• Updatedlogofallreports,designdrawings,specifications,equipmentslists,andotherdesigninforma-tionusedinpreparingtheestimate.Typicallythislistshouldbepreparedandkeptuptodatebythedesign team.

• Compare the requireddesigncontentsummarized inAttachment2-2 (seeChapter2) to theactualdesign content delivered to the estimating team. Include comments of the completeness and adequacy of the documents for the class of estimate proposed.

• Ifmaterialtake-off’s(MTO’s)areprovidedtotheestimatingteam,identifyspecificallywhodevelopedtheMTO’sandthemethodologyused.AlsoasummaryofthesequantitiesasanattachmenttotheBOE.

• GapAnalysisincludingdispositionoftheitemsbytheestimatingteam(Attachment).

4-5


• MeetingminutesofthePre-EstimatePreparationMeetingandanyadditionalmeetingsheldwiththeproject team during estimate preparation and review.

Planning Basis

Includeabriefdescriptionofthecontractingandprocurementplan/strategyprovidedtotheestimatingteam

by the project team. The plan should include any provisions for pre-purchase of equipment or materials by

theOwnerorOwner’sagent,useofspecializedconstructionequipment,modularization,etc.

Identifykeyprojectmilestones,boththosesuppliedtotheestimatingteambyothermembersoftheproject

teamandthoseassumedbytheproject team. Ifmultiplecontractsaretobeawarded,thedatesforall

contractsshouldbeincluded.Ataminimum,keymilestonesshouldincludetheanticipateddatesfor:

• Advertisement

• BidDate

• NoticeofAward

• BeginMobilization

• SpecifiedContractualInterimMilestones

• SubstantialCompletionDate

• FinalCompletionDate

• Startandcompletionofmajorphasesofthework

• Startup/commissioningofmajorsystems

• Othersignificantmilestonesintheconstructionschedule

Document and discuss scheduling assumptions used in preparing the schedule and estimate including but

not limited to:

• Work-weekschedule(hourworkedperday,daysworkedperweek,shiftsworkedperday,etc.)

• Planneduseofovertime

• Provisionfor“incidental”overtime

• Constraintson“seasonal”workduetotemperature,inclementweather,assumptionsforlostworkdaysduetoinclementweather,etc.

• Identifywhichkeyworkactivitieswillbeaffectedbytheabove

Referenceandattachacopyoftheconstructionscheduleusedtoestimatethework.Theschedulepro-

videdtotheestimatingteamwiththeprojectdefinitionpackageforeachestimateshouldbevalidatedfor

logicanddurationsbytheestimatingteam.Listanyrecommendedchangestotheengineer’sproposed

schedule based on the estimating effort.

4-6


Cost Basis

Identifyanddescribethecostbasis,factors,andpricingsourcesforthefollowing:

Material Pricing.Pricingsourcesforallmajorequipmentandsignificantcommoditiesshallbeidenti-fied. Include a Bill of Material report sorted by the Material Source Code and Material Class. Include any quotes for major equipment and significant commodities in the attachments. Discuss calculation of freightcostsforanymaterialswherefreightisnotincludedinthebaseprice.Ifdesired,freightmaybeincludedasanadd-oncost(seeChapter3).

Labor and Equipment Rates. Calculation sheet documenting all wage and equipment rates used in-cludingcraftrates,crewmix,equipmentrates,etc.Includeacrewdetailreporttoidentifythecrewmixandaratetablereport.Includeallitemsincludedintherates.Forlaborincludethebaserate,fringes,payrolltaxes,workerscompensationandotherinsurance.Forequipment,includerental/depreciationrate and hourly operating cost).

Labor Productivity. Discuss source of labor productivity rates used in the estimate (source of data-base,historicaldata,etc.)andsourceandrationaleforanyadjustmentfactorsappliedforeachmajorWorkPackage. IncludeanestimatereportsortedbyWorkPackage(WBSLevel5)andProductivityTable to identify and quantify productivity adjustments included in the estimate.

Indirect Cost.Pricingsourceandmethodology forestimatingproject indirectcosts. If the indirectcostsarecalculatedbypercentage,providetherationaleandidentifythesource

Taxes and Duties. Identify all taxes and duties, including their rate and basis, included in theestimate.

Escalation. Describe indices used, basis for application, towhat items theywere applied and themethod of calculation (including duration).

Contractor Markup/Profit.Discuss thebasis for thecontractormarkup/profitused in theestimate,includingtheinfluenceoflocalmarketconditions.

Other Factors. Identify any unusual pricing factors or external influence that may have a significant impact on the project that are not described elsewhere in the report. Examples include:

• Currencyexchangerateforequipment/materialspurchasedoutsidethecountry. Ifcurrencyex-changerateswereusedtocalculateportionsoftheestimate,listcurrencyexchangefluctuationsasapotentialintherisklog.

• Temporarysurcharges

• Price and productivity factors for an unusual location, restricted access, restrictedwork hours,etc.

Allowances

Describeanyallowances(per thedefinitionbelow) included in theestimate, theamountof thoseallow-

ances,andwheretheyareincludedintheestimate.ThedefinitionofallowancesfromAACE10S-90and

adopted by BEDC is as follows:

“Resources included in estimates to cover the cost of known but undefined requirements for

an individual activity, work item, account or sub account. (6/07)” (emphasis added)

DonotincludeotheritemsreferencedintheallowancesectionofAACERP34-05(materialtake-offallow-

ance,overbuyallowances,congestionallowances,workingallowances)asthesedonotfitthedefinitionof

allowances. These types of costs should be detailed in the cost section of the BOE document.

4-7


Assumptions

Anyassumptionsmadebytheestimatorbutnotdocumentedelsewhereintheestimatebasisshouldbe

includedinthissection.Assumptionsshouldbegroupedintotwobasiccategories:

1. Scope.Assumptionsmadebytheestimatorwherethedesigndocumentsdidnotprovideadequatedetailtodoaproperquantitytake-off,siteconditionsnotdefined,etc.

2. Pricing.Assumptionsthatwouldaffectpricingofmaterials,availabilityoflabor,etc.Examplesincludeadequatesourceoffillmateriallocatedwithin50milesoftheprojectsiteoradequatesupplyoflaborwithout supplementing with resources from other areas.

Add-Ons

Includeareporttoshowhowalladd-ons(seeChapter3)havebeenapplied(basis,range,etc.).

Exclusions

Inthissection,theestimatorshoulddocumentallpotentialitemsofcostwhichareviewermightassociate

withtheproject,butforwhichnocostshavebeenincludedintheestimate.Asbestosabatement,removalof

hazardouswastes,acquisitionofland,taxes,financingcosts,licensingcosts,etc.,areexamplesofpotential

items that need to be identified.

Exceptions

TheestimatorshouldidentifyanyanomaliesorvariancestotheBEDC’sstandardestimatingpractices.

Risks and Opportunities

Anyareasof theestimatecontainingsignificant riskoropportunityshouldbe identifiedand itemized in

thissection.Asaminimum,theprojectrisklogshouldbeattachedtotheBOE.Forprojectsthatrequirea

completeriskanalysis,thesummaryreportshouldbeattachedtotheBOE.SeeChapter5–Contingency

foradditionaldetailsonestimatingprojectrisks.

Contingencies

The methods used to determine the contingency amount should be described.

Reconciliation

AllBOEdocumentsshouldreferenceandincludeasanattachmentareconciliationreport WBS2level

showingthepreviousestimate(estimatepreparedatthepreviousstageoftheprojectlifecycle),thecurrent

estimateandthedifferencebycosttype(labor,equipment,material,other, total).Additionalreportsata

lowerWBSlevelmaybenecessarytohighlightcertainchanges.Provideanoverviewofthemajordiffer-

ence between the current estimate and the last-published estimate.

Iftherearemajordifferencesbetweenthecurrentestimate,andthepreviousestimate,adetailedreconcilia-

tionmaybenecessary.DetailedreconciliationsshouldbeorganizedbyWBSandcoverallaspectsofproj-

ectdocumentation(costestimate,basisofestimate,schedule,andrisks).Ingeneral,reconciliationshould

4-8


recognizeorhighlightspecificchangesinscope,basisofestimate,schedule,andrisks.Identifythecost

impactduetoscopechanges,pricingupdates,laborproductivityadjustments,estimaterefinements,etc.

Estimate Quality Assurance

Identifyallestimatereviewsthathavetakenplacetodateandanyadditionalreviewsthatareproposedto

takeplacesubsequenttodeliverytoBEDC.

Estimating Team

IncludealistoftheestimatorresponsibleforeachWorkPackage(WBSLevel5)intheestimate.

Chapter 4

Attachments


1

Attachment 4-1A WBS Level 1 Summary ReportSample Project Page 1

WBS Level 1 Summary Report 5/16/2008 12:25 AM

Spreadsheet Level Labor Man Hrs Labor Amount Material Amount Sub Amount Equip Amount Other Amount Total Amount

Direct Costs Direct Costs 01 HW/OC Head Works / Odor Control 31,794 2,675,856 6,026,033 313,298 332,028 13,684 9,360,89901 HW/OC Head Works / Odor Control02 A Basin Aeration Basins 33,041 2,571,705 1,159,369 163,312 46,783 3,941,16902 A Basin Aeration Basins03 Memb/WAS Membrane System And WAS Piping 65,132 5,671,492 14,764,135 245,570 510,425 1,176,980 22,368,60203 Memb/WAS Membrane System And WAS Piping05 UV UV System 3,201 294,830 881,632 120,165 6,679 3,200 1,306,50705 UV UV System06 Recl. Pump Reclaimed Pumping And Storage 17,470 1,330,471 2,393,653 2,592,438 929,660 100 7,246,32206 Recl. Pump Reclaimed Pumping And Storage07 Rej Pump Reject Pumping and Storage 10,031 687,293 421,434 1,787,617 828,256 3,724,60007 Rej Pump Reject Pumping and Storage10 Gen. Struct. General Site Structures 1,830 168,832 347,583 293,295 9,913 819,62310 Gen. Struct. General Site Structures11 Elect. Bldg Electrical / Generator Building and Fuel System 7,387 707,564 1,357,473 5,348 2,070,38511 Elect. Bldg Electrical / Generator Building and Fuel System12 Ops Bldg Operations and Maintenance Building 32,277 2,671,006 2,527,829 11,855 39,022 5,249,71112 Ops Bldg Operations and Maintenance Building13 Blowers Blower Systems 27,817 2,389,273 5,716,757 247,265 12,731 3,542 8,369,56813 Blowers Blower Systems14 Chem Storage Chemical Storage and Feed Systems 959 88,604 61,101 45 149,75014 Chem Storage Chemical Storage and Feed Systems

Direct Costs 230,939 19,256,926 35,656,998 5,616,850 2,832,072 1,244,289 64,607,135Indirect Costs Indirect Costs

* unassigned * 163,200 11,692,249 185,685 72,740 2,015,840 13,966,514* unassigned * Indirect Costs 163,200 11,692,249 185,685 72,740 2,015,840 13,966,514Sample Project Page 2A


Estimate Totals

Description Amount Totals Hours Rate Basis Percent of TotalLabor 30,949,175 394,139 hrs 21.67%

Material 35,656,998 24.97%Subcontract 5,802,535 4.06%

Equipment 2,904,813 84,108 hrs 2.03%Other 3,260,129 2.28%

78,573,650 78,573,650 55.02Small Tools & Supplies 1,547,459 5.00 % C 1.08%

Incidental Overtime Allowance 1,547,459 5.00 % C 1.08%Overtime Allowance - 48 hr/wk 2,321,188 7.50 % C 1.63%Overtime Allowance - 60 hr/wk 3,094,918 10.00 % C 2.17%Overtime Allowance - 70 hr/wk 4,642,376 15.00 % C 3.25%

Subcontractor OH&P 8,643,101 11.00 % C 6.05%Contractor Profit 15,714,730 20.00 % T 11.00%

Contractor Bond & Insurance 3,142,946 4.00 % T 2.20%Project Contingency 23,572,095 30.00 % T 16.51%

Total 142,799,922

THIS IS A SAMPLE REPORT TO ILLUSTRATE REPORT LAYOUT ONLY. QUANTITIES, RATES, MARKUPS, ETC. SHOULD NOT BE USED FOR ESTIMATING PURPOSES. NOT ALL PAGES OF THE REPORT ARE INCLUDED IN THIS SAMPLE.

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3

Attachment 4-1B WBS Level 2 Summary ReportSample Project Page 1


Spreadsheet Level Labor Man Hrs Labor Amount Material Amount Sub Amount Equip Amount Other Amount Total Amount

Direct Costs Direct Costs 01 HW/OC Head Works / Odor Control01 HW/OC Head Works / Odor Control

Coarse Screening Coarse Screening 477 43,921 115,107 260 159,288Coarse Screening Coarse ScreeningCommon Systems 929 89,146 134,693 223,839Common Systems Fine Screening 310 29,027 67,892 220 97,140Fine Screening Flow Measurement Flow Measurement 561 51,911 3,557,483 190 300 3,609,884Flow Measurement Flow MeasurementGeneral/Buildings 19,769 1,571,803 804,285 312,998 329,893 12,712 3,031,690General/Buildings Grit Removal 2,218 205,275 682,404 470 19 888,167Grit Removal Odor Control Odor Control 7,530 684,773 664,170 300 995 653 1,350,891Odor Control Odor Control

01 HW/OC Head Works / Odor Control 31,794 2,675,856 6,026,033 313,298 332,028 13,684 9,360,89902 A Basin Aeration Basins02 A Basin Aeration Basins

Activated Sludge 33,041 2,571,705 1,159,369 163,312 46,783 3,941,169Activated Sludge

02 A Basin Aeration Basins 33,041 2,571,705 1,159,369 163,312 46,783 3,941,16903 Memb/WAS Membrane System And WAS Piping03 Memb/WAS Membrane System And WAS Piping

Activated Sludge 2,084 189,166 319,908 85 509,159Activated Sludge General/Buildings 22,689 1,801,843 1,119,436 368,963 15,980 3,306,221General/Buildings MBR Filtration 4,819 454,286 989,871 214,070 211 1,658,438MBR Filtration * unassigned * 35,541 3,226,198 12,334,920 31,500 141,165 1,161,000 16,894,783* unassigned *

03 Memb/WAS Membrane System And WAS Piping 65,132 5,671,492 14,764,135 245,570 510,425 1,176,980 22,368,60205 UV UV System05 UV UV System

Disinfection 2,138 198,329 305,884 165 3,910 508,289Disinfection * unassigned * 1,063 96,501 575,748 120,000 2,769 3,200 798,218* unassigned *

05 UV UV System 3,201 294,830 881,632 120,165 6,679 3,200 1,306,50706 Recl. Pump Reclaimed Pumping And Storage06 Recl. Pump Reclaimed Pumping And Storage

Reclaimed Pumping 17,470 1,330,471 2,393,653 2,592,438 929,660 100 7,246,322Reclaimed Pumping

06 Recl. Pump Reclaimed Pumping And Storage 17,470 1,330,471 2,393,653 2,592,438 929,660 100 7,246,32207 Rej Pump Reject Pumping and Storage07 Rej Pump Reject Pumping and Storage

Reject Water 10,031 687,293 421,434 1,787,617 828,256 3,724,600Reject Water

07 Rej Pump Reject Pumping and Storage 10,031 687,293 421,434 1,787,617 828,256 3,724,60010 Gen. Struct. General Site Structures10 Gen. Struct. General Site Structures

General/Buildings 296 21,766 180,556 291,274 9,913 503,509General/Buildings Lift Station 199 18,981 11,104 205 30,290Lift Station Sitework 1,334 128,085 155,924 1,815 285,824Sitework

10 Gen. Struct. General Site Structures 1,830 168,832 347,583 293,295 9,913 819,62311 Elect. Bldg Electrical / Generator Building and Fuel System11 Elect. Bldg Electrical / Generator Building and Fuel System

Elect. Distribution 925 88,476 130,602 3,465 222,544Elect. Distribution General/Buildings 6,462 619,087 1,226,871 1,883 1,847,841General/Buildings

11 Elect. Bldg Electrical / Generator Building and Fuel System 7,387 707,564 1,357,473 5,348 2,070,38512 Ops Bldg Operations and Maintenance Building12 Ops Bldg Operations and Maintenance Building

General/Buildings 32,277 2,671,006 2,527,829 11,855 39,022 5,249,711General/Buildings

12 Ops Bldg Operations and Maintenance Building 32,277 2,671,006 2,527,829 11,855 39,022 5,249,71113 Blowers Blower Systems13 Blowers Blower Systems

Activated Sludge 8,713 822,190 1,991,154 3,433 3,478 2,820,254Activated Sludge General/Buildings 15,888 1,275,209 1,290,769 182,833 600 3,542 2,752,953General/Buildings * unassigned * 3,215 291,874 2,434,833 61,000 8,653 2,796,361* unassigned *

13 Blowers Blower Systems 27,817 2,389,273 5,716,757 247,265 12,731 3,542 8,369,56814 Chem Storage Chemical Storage and Feed Systems14 Chem Storage Chemical Storage and Feed Systems

Chemical Systems 959 88,604 61,101 45 149,750Chemical Systems

14 Chem Storage Chemical Storage and Feed Systems 959 88,604 61,101 45 149,750

Direct Costs 230,939 19,256,926 35,656,998 5,616,850 2,832,072 1,244,289 64,607,135Indirect Costs Indirect Costs

* unassigned * * unassigned * * unassigned * 163,200 11,692,249 185,685 72,740 2,015,840 13,966,514* unassigned *

* unassigned * 163,200 11,692,249 185,685 72,740 2,015,840 13,966,514

Indirect Costs 163,200 11,692,249 185,685 72,740 2,015,840 13,966,514

Estimate Totals

Sample Project Page 1AWBS Level 2 Summary Report 5/16/2008 12:26 AM

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Attachment 4-1 Estimating Reports Sample Project Page 2AWBS Level 2 Summary Report 5/16/2008 12:26 AM

Estimate Totals

Labor 30,949,175 394,139 hrs 21.67%Material 35,656,998 24.97%

Subcontract 5,802,535 4.06%Equipment 2,904,813 84,108 hrs 2.03%

Other 3,260,129 2.28%78,573,650 78,573,650 55.02

Small Tools & Supplies 1,547,459 5.00 % C 1.08%Incidental Overtime Allowance 1,547,459 5.00 % C 1.08%Overtime Allowance - 48 hr/wk 2,321,188 7.50 % C 1.63%Overtime Allowance - 60 hr/wk 3,094,918 10.00 % C 2.17%Overtime Allowance - 70 hr/wk 4,642,376 15.00 % C 3.25%



Total 142,799,922THIS IS A SAMPLE REPORT TO ILLUSTRATE REPORT LAYOUT ONLY. QUANTITIES, RATES, MARKUPS, ETC. SHOULD NOT BE USED FOR ESTIMATING PURPOSES. NOT ALL PAGES OF THE REPORT ARE INCLUDED IN THIS SAMPLE.


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Attachment 4-1C Scope Review Report Summarized to AssemblySample Project Page 1

Scope Review Report Summarized to Assembly 5/15/2008 7:46 PM

Spreadsheet Level NotesTakeoffQuantity

Labor ManHrs

LaborCost/Unit

LaborAmount

Equip Cost/UnitEquip

AmountMaterial

Cost/UnitMaterialAmount

Sub Cost/UnitSub

AmountOther

Cost/UnitOther

AmountTotal Cost/Unit

TotalAmount


Coarse Screening Coarse ScreeningCoarse Screening Coarse ScreeningBar Screen Bar Screen

Division 11 EquipmentDivision 11 EquipmentEquipment Vendor Equipment Vendor

11A-e Equipment 1.00 ea 128.000 11,619.20 /ea 11,619 40.00 /ea 40 /ea /ea /ea 11,659.20 /ea 11,65911A-e EquipmentEquipment Vendor 128.000 11,619 40 11,659Division 11 Equipment 128.000 11,619 40 11,659

Division 17 InstrumentationDivision 17 InstrumentationInstrumentation Instrumentation

16130-001 Conduit and Copper Wire Bar Screen 1 Instrum 180.00 lf 21.836 11.65 /lf 2,096 /lf 7.20 /lf 1,296 /lf /lf 18.85 /lf 3,39216130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Bar Screen 1 Instrum 180.00 lf 16.381 8.74 /lf 1,573 /lf 6.72 /lf 1,210 /lf /lf 15.46 /lf 2,78316130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Bar Screen 1 Instrum 90.00 lf 11.754 12.54 /lf 1,128 /lf 7.59 /lf 683 /lf /lf 20.12 /lf 1,81116130-001 Conduit and Copper Wire17000-01 Transmitter 3/4" Transmitter Connection Bar Screen 1 Instrum 2.00 ea 25.890 1,242.72 /ea 2,485 /ea 3,819.65 /ea 7,639 /ea /ea 5,062.37 /ea 10,12517000-01 Transmitter 3/4" Transmitter Connection 17000-10 Discrete 3/4" Instrument Connection Bar Screen 1 Instrum 2.00 ea 36.608 1,757.19 /ea 3,514 /ea 2,247.70 /ea 4,495 /ea /ea 4,004.89 /ea 8,01017000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection Bar Screen 1 Instrum 1.00 ea 12.204 1,171.58 /ea 1,172 /ea 1,383.71 /ea 1,384 /ea /ea 2,555.29 /ea 2,55517000-10 Discrete 3/4" Instrument Connection

Instrumentation 124.673 11,969 16,707 28,676Division 17 Instrumentation 124.673 11,969 16,707 28,676Bar Screen 252.673 23,588 40 16,707 40,335

Flow Control Flow Control Division 11 EquipmentDivision 11 Equipment

Process Mechanical Process Mechanical 11A-e Equipment 1.00 ea 224.000 20,333.60 /ea 20,334 220.00 /ea 220 98,400.00 /ea 98,400 /ea /ea 118,953.60 /ea 118,95411A-e Equipment

Process Mechanical 224.000 20,334 220 98,400 118,954Division 11 Equipment 224.000 20,334 220 98,400 118,954Flow Control 224.000 20,334 220 98,400 118,954Coarse Screening Coarse Screening 476.673 43,921 260 115,107 159,288

Common Systems Common Systems Control System Control System


16001-011a Duct Bank - PVC Sch 40 or Sch 80 Conduit Fiber Optic 450.00 lf 41.110 8.77 /lf 3,947 /lf 1.70 /lf 765 /lf /lf 10.47 /lf 4,71116001-011a Duct Bank - PVC Sch 40 or Sch 80 Conduit17000-20 - Cabinets Cabinets for instrumentation PLC-1 1.00 ea 154.130 14,796.48 /ea 14,796 /ea 19,422.11 /ea 19,422 /ea /ea 34,218.59 /ea 34,21917000-20 - Cabinets Cabinets for instrumentation17000-20 - Cabinets Cabinets for instrumentation PLC-10V,11V 2.00 ea 178.660 8,575.68 /ea 17,151 /ea 8,019.62 /ea 16,039 /ea /ea 16,595.29 /ea 33,19117000-20 - Cabinets Cabinets for instrumentation17000-20 - Cabinets Cabinets for instrumentation PLC-12V 1.00 ea 263.130 25,260.48 /ea 25,260 /ea 44,529.61 /ea 44,530 /ea /ea 69,790.09 /ea 69,79017000-20 - Cabinets Cabinets for instrumentation

Instrumentation 637.030 61,155 80,756 141,911Division 17 Instrumentation 637.030 61,155 80,756 141,911Control System 637.030 61,155 80,756 141,911

Eye Wash Eye Wash Division 17 InstrumentationDivision 17 Instrumentation

Instrumentation Instrumentation 17000-10 Discrete 3/4" Instrument Connection Eye Wash 2.00 ea 16.048 770.31 /ea 1,541 /ea 1,388.24 /ea 2,776 /ea /ea 2,158.55 /ea 4,31717000-10 Discrete 3/4" Instrument Connection

Instrumentation 16.048 1,541 2,776 4,317Division 17 Instrumentation 16.048 1,541 2,776 4,317Eye Wash 16.048 1,541 2,776 4,317

Gas Detection Gas Detection Division 17 InstrumentationDivision 17 Instrumentation

Instrumentation Instrumentation 16130-001 Conduit and Copper Wire Gas Detection Instrumentation 170.00 lf 17.396 9.82 /lf 1,670 /lf 5.02 /lf 854 /lf /lf 14.85 /lf 2,52416130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Gas Detection Instrumentation 630.00 lf 72.600 11.06 /lf 6,970 /lf 6.65 /lf 4,190 /lf /lf 17.71 /lf 11,16016130-001 Conduit and Copper Wire17000-01 Transmitter 3/4" Transmitter Connection Gas Detection Instru 7.00 ea 84.595 1,160.16 /ea 8,121 /ea 3,102.29 /ea 21,716 /ea /ea 4,262.45 /ea 29,83717000-01 Transmitter 3/4" Transmitter Connection 17000-01 Transmitter 3/4" Transmitter Connection Odor Control II Inst 1.00 ea 18.000 1,728.00 /ea 1,728 /ea 4,675.00 /ea 4,675 /ea /ea 6,403.00 /ea 6,40317000-01 Transmitter 3/4" Transmitter Connection 17000-10 Discrete 3/4" Instrument Connection Gas Detection Instru 7.00 ea 78.106 1,071.17 /ea 7,498 /ea 2,766.61 /ea 19,366 /ea /ea 3,837.78 /ea 26,86417000-10 Discrete 3/4" Instrument Connection 17000-20 - Cabinets Cabinets for instrumentation Gas Detection Instrumentation 2.00 ea 4.830 231.84 /ea 464 /ea 179.61 /ea 359 /ea /ea 411.45 /ea 82317000-20 - Cabinets Cabinets for instrumentation

Instrumentation 275.527 26,451 51,160 77,611Division 17 Instrumentation 275.527 26,451 51,160 77,611Gas Detection 275.527 26,451 51,160 77,611Common Systems 928.605 89,146 134,693 223,839

Fine Screening Fine Screening Fine Screen Drum Fine Screen Drum

Division 11 EquipmentDivision 11 EquipmentProcess Mechanical Process Mechanical

11A-e Equipment 1.00 ea 20.000 1,815.50 /ea 1,816 100.00 /ea 100 /ea /ea /ea 1,915.50 /ea 1,91611A-e EquipmentProcess Mechanical 20.000 1,816 100 1,916Division 11 Equipment 20.000 1,816 100 1,916


16130-001 Conduit and Copper Wire Fine Drum Screen Instruments 180.00 lf 24.366 13.00 /lf 2,339 /lf 8.00 /lf 1,441 /lf /lf 21.00 /lf 3,78016130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Fine Drum Screen Instruments 360.00 lf 41.825 11.15 /lf 4,015 /lf 7.63 /lf 2,746 /lf /lf 18.78 /lf 6,76116130-001 Conduit and Copper Wire

6

Attachment 4-1 Estimating ReportsSample Project Page 2

Scope Review Report Summarized to Assembly 5/15/2008 7:46 PM


Labor ManHrs

LaborCost/Unit

LaborAmount


AmountMaterial


Sub Cost/UnitSub

AmountOther

Cost/UnitOther


TotalAmount

16130-001 Conduit and Copper Wire Fine Drum Screen Instruments 180.00 lf 19.784 10.55 /lf 1,899 /lf 6.68 /lf 1,203 /lf /lf 17.24 /lf 3,10216130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Fine Drum Screen Instruments 80.00 lf 10.284 12.34 /lf 987 /lf 2.77 /lf 221 /lf /lf 15.11 /lf 1,20916130-001 Conduit and Copper Wire17000-01 Transmitter 3/4" Transmitter Connection Fine drum scr Instru 2.00 ea 26.130 1,254.24 /ea 2,508 /ea 3,907.62 /ea 7,815 /ea /ea 5,161.86 /ea 10,32417000-01 Transmitter 3/4" Transmitter Connection 17000-10 Discrete 3/4" Instrument Connection Fine drum scr Instru 2.00 ea 35.108 1,685.19 /ea 3,370 /ea 1,960.46 /ea 3,921 /ea /ea 3,645.65 /ea 7,29117000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection Fine drum scr Instru 2.00 ea 3.048 146.31 /ea 293 /ea 68.24 /ea 136 /ea /ea 214.55 /ea 42917000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection Fine drum scr Instru 1.00 ea 2.024 194.30 /ea 194 /ea 1,113.24 /ea 1,113 /ea /ea 1,307.54 /ea 1,30817000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection Fine drum scr Instru 1.00 ea 1.954 187.58 /ea 188 /ea 1,389.42 /ea 1,389 /ea /ea 1,577.00 /ea 1,57717000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection Fine drum scr Instru 2.00 ea 9.248 443.91 /ea 888 /ea 352.96 /ea 706 /ea /ea 796.87 /ea 1,59417000-10 Discrete 3/4" Instrument Connection

Instrumentation 173.771 16,682 20,692 37,374Division 17 Instrumentation 173.771 16,682 20,692 37,374Fine Screen Drum 193.771 18,498 100 20,692 39,290

Flow Control Flow Control Division 11 EquipmentDivision 11 Equipment

Process Mechanical Process Mechanical 11A-e Equipment 1.00 ea 116.000 10,529.90 /ea 10,530 120.00 /ea 120 47,200.00 /ea 47,200 /ea /ea 57,849.90 /ea 57,85011A-e Equipment

Process Mechanical 116.000 10,530 120 47,200 57,850Division 11 Equipment 116.000 10,530 120 47,200 57,850Flow Control 116.000 10,530 120 47,200 57,850Fine Screening 309.771 29,027 220 67,892 97,140

Flow Measurement Flow MeasurementFlow Measurement Flow MeasurementFlow Control Flow Control

Division 15 MechanicalDivision 15 MechanicalProcess Mechanical Process Mechanical

15A-e DI Mech Joint Pipe by LF - JSW Flow Measurement Piping 100.00 lf 183.000 166.12 /lf 16,612 0.45 /lf 45 278.08 /lf 27,808 /lf /lf 444.65 /lf 44,46515A-e DI Mech Joint Pipe by LF - JSWProcess Mechanical 183.000 16,612 45 27,808 44,465Division 15 Mechanical 183.000 16,612 45 27,808 44,465


16130-001 Conduit and Copper Wire Influent Channel Ins 360.00 lf 39.692 10.59 /lf 3,810 /lf 6.16 /lf 2,219 /lf /lf 16.75 /lf 6,02916130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire Influent Channel Ins 360.00 lf 32.785 8.74 /lf 3,147 /lf 5.79 /lf 2,083 /lf /lf 14.53 /lf 5,23016130-001 Conduit and Copper Wire17000-01 Transmitter 3/4" Transmitter Connection Influent Channel Ins 1.00 ea 23.345 2,241.12 /ea 2,241 /ea 5,503.57 /ea 5,504 /ea /ea 7,744.69 /ea 7,74517000-01 Transmitter 3/4" Transmitter Connection 17000-01 Transmitter 3/4" Transmitter Connection Influent Channel Ins 1.00 ea 15.345 1,473.12 /ea 1,473 /ea 3,853.57 /ea 3,854 /ea /ea 5,326.69 /ea 5,32717000-01 Transmitter 3/4" Transmitter Connection

Instrumentation 111.167 10,672 13,659 24,331Division 17 Instrumentation 111.167 10,672 13,659 24,331Flow Control 294.167 27,284 45 41,467 68,796

Sampling Sampling Division 11 EquipmentDivision 11 Equipment

Equipment Vendor Equipment Vendor 11A-e Equipment 1.00 ea 152.000 13,797.80 /ea 13,798 120.00 /ea 120 3,507,500.00 /ea 3,507,500 /ea 300.00 /ea 300 3,521,717.80 /ea 3,521,71811A-e Equipment

Equipment Vendor 152.000 13,798 120 3,507,500 300 3,521,718Division 11 Equipment 152.000 13,798 120 3,507,500 300 3,521,718

Division 15 MechanicalDivision 15 MechanicalProcess Mechanical Process Mechanical

15A-h Sample Piping Sample Piping 120.00 lf 45.040 34.07 /lf 4,089 0.21 /lf 25 5.62 /lf 674 /lf /lf 39.90 /lf 4,78815A-h Sample PipingProcess Mechanical 45.040 4,089 25 674 4,788Division 15 Mechanical 45.040 4,089 25 674 4,788


17000-10 Discrete 3/4" Instrument Connection Influent Channel Ins 4.00 ea 70.216 1,685.19 /ea 6,741 /ea 1,960.46 /ea 7,842 /ea /ea 3,645.64 /ea 14,58317000-10 Discrete 3/4" Instrument Connection Instrumentation 70.216 6,741 7,842 14,583Division 17 Instrumentation 70.216 6,741 7,842 14,583Sampling 267.256 24,627 145 3,516,016 300 3,541,088Flow Measurement Flow Measurement 561.423 51,911 190 3,557,483 300 3,609,884

General/Buildings General/Buildings Common Systems Common Systems

Division 03 ConcreteDivision 03 ConcreteFRP Concrete FRP Concrete

0301- Headworks Concrete Equipment Headworks Concrete Equipment 1.00 ls 640.000 61,100.80 /ls 61,101 145,081.60 /ls 145,082 /ls /ls /ls 206,182.40 /ls 206,1820301- Headworks Concrete EquipmentFRP Concrete 640.000 61,101 145,082 206,182Division 03 Concrete 640.000 61,101 145,082 206,182Common Systems 640.000 61,101 145,082 206,182

G/B-A-Substructure G/B-A-Substructure Division 03 ConcreteDivision 03 Concrete

FRP Concrete FRP Concrete 0322- Wall Concrete (Dimensional Takeoff) Headworks Intermediate Channel & Drum

Screen Area61.67 cy 1,163.787 1,542.44 /cy 95,117 /cy 324.46 /cy 20,009 /cy 10.00 /cy 617 1,876.90 /cy 115,7430322- Wall Concrete (Dimensional Takeoff)

0330- S-O-G Concrete (Rectangular) Headworks Lower Level Floors 433.46 cy 1,568.258 262.89 /cy 113,951 /cy 186.35 /cy 80,776 /cy 10.00 /cy 4,335 459.24 /cy 199,0620330- S-O-G Concrete (Rectangular)0330- S-O-G Concrete (Rectangular) Headworks Odor Control Exterior Slab 175.00 cy 623.650 261.68 /cy 45,794 /cy 175.09 /cy 30,641 /cy 10.00 /cy 1,750 446.77 /cy 78,1850330- S-O-G Concrete (Rectangular)0330- S-O-G Concrete (Rectangular) Headworks Odor Control BioScrubber &

Carbon Absorber Pads39.85 cy 211.952 399.42 /cy 15,918 /cy 180.07 /cy 7,176 /cy 10.00 /cy 399 589.49 /cy 23,4920330- S-O-G Concrete (Rectangular)


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Sample Project Page 3Scope Review Report Summarized to Assembly 5/15/2008 7:46 PM


Labor ManHrs

LaborCost/Unit

LaborAmount


AmountMaterial


Sub Cost/UnitSub

AmountOther

Cost/UnitOther


TotalAmount

0334- Suspended Slab Concrete (Dimensional Take-Off) Headworks Influent Channel Floors 51.39 cy 562.302 900.81 /cy 46,292 /cy 359.26 /cy 18,462 /cy /cy 1,260.06 /cy 64,7530334- Suspended Slab Concrete (Dimensional Take-Off)0334- Suspended Slab Concrete (Dimensional Take-Off) Headworks Intermediate Channel and Drum

Screen Area Channel Floor217.78 cy 1,974.375 736.55 /cy 160,404 /cy 323.87 /cy 70,531 /cy /cy 1,060.42 /cy 230,9350334- Suspended Slab Concrete (Dimensional Take-Off)

FRP Concrete 6,104.326 477,476 227,594 7,100 712,170Division 03 Concrete 6,104.326 477,476 227,594 7,100 712,170G/B-A-Substructure 6,104.326 477,476 227,594 7,100 712,170

G/B-B-Shell G/B-B-Shell Division 03 ConcreteDivision 03 Concrete

FRP Concrete FRP Concrete 0322- Wall Concrete (Dimensional Takeoff) Headworks Grit Tanks Walls 228.89 cy 2,544.657 877.83 /cy 200,926 /cy 271.64 /cy 62,175 /cy 10.00 /cy 2,289 1,159.47 /cy 265,3890322- Wall Concrete (Dimensional Takeoff)0322- Wall Concrete (Dimensional Takeoff) Headworks Wall in Mechanical Bar Screen

Area131.93 cy 2,788.718 1,733.89 /cy 228,746 /cy 316.37 /cy 41,738 /cy 10.00 /cy 1,319 2,060.26 /cy 271,8040322- Wall Concrete (Dimensional Takeoff)

0326- Rectangle Column Concrete Headworks Columns 106.67 cy 1,706.873 1,309.92 /cy 139,724 /cy 269.89 /cy 28,788 /cy 10.00 /cy 1,067 1,589.81 /cy 169,5780326- Rectangle Column Concrete0334- Suspended Slab Concrete (Dimensional Take-Off) Headworks Upper Level Grit Classifier Floor 93.75 cy 1,021.505 897.02 /cy 84,096 /cy 356.51 /cy 33,423 /cy 10.00 /cy 938 1,263.54 /cy 118,4560334- Suspended Slab Concrete (Dimensional Take-Off)0334- Suspended Slab Concrete (Dimensional Take-Off) Headworks Elevated Slabs Near Mechanical

Screens and Influent Channels60.69 cy 641.764 868.38 /cy 52,698 /cy 353.26 /cy 21,437 /cy /cy 1,221.63 /cy 74,1350334- Suspended Slab Concrete (Dimensional Take-Off)

FRP Concrete 8,703.517 706,189 187,561 5,612 899,363Division 03 Concrete 8,703.517 706,189 187,561 5,612 899,363

Division 04 MasonryDivision 04 MasonryMasonry Masonry

0412- 12" Block 12" CMU Infill 4,500.00 sf 913.500 15.85 /sf 71,342 /sf 11.69 /sf 52,625 /sf /sf 27.55 /sf 123,9670412- 12" BlockMasonry 913.500 71,342 52,625 123,967Division 04 Masonry 913.500 71,342 52,625 123,967

Division 08 Doors and WindowsDivision 08 Doors and WindowsDoors, Frames, & Hdw Doors, Frames, & Hdw

0800- Hollow Metal Doors Basic Doors/Frames/Hardware 5.00 ea 56.000 945.39 /ea 4,727 /ea 1,620.00 /ea 8,100 /ea /ea 2,565.39 /ea 12,8270800- Hollow Metal Doors BasicDoors, Frames, & Hdw 56.000 4,727 8,100 12,827Division 08 Doors and Windows 56.000 4,727 8,100 12,827G/B-B-Shell 9,673.017 782,258 248,286 5,612 1,036,157

G/B-C-Interiors G/B-C-Interiors Division 05 MetalsDivision 05 Metals

Misc Metals Misc Metals 0532- Misc Metals Headworks Upper Level Metals 273.760 /lf 24,010 /lf /lf 174,939 /lf /lf /lf 198,9490532- Misc Metals0545- Headworks Exterior Metal Stairs Headworks Exterior Metal Stairs 2.00 ea 94.800 4,157.12 /ea 8,314 /ea 6,600.00 /ea 13,200 /ea /ea 10,757.12 /ea 21,5140545- Headworks Exterior Metal Stairs

Misc Metals 368.560 32,324 188,139 220,463Division 05 Metals 368.560 32,324 188,139 220,463

Division 08 Doors and WindowsDivision 08 Doors and WindowsDoors, Frames, & Hdw Doors, Frames, & Hdw

0800- Hollow Metal Doors Basic Doors/Frames/Hardware 5.00 ea 32.000 540.22 /ea 2,701 /ea 800.00 /ea 4,000 /ea /ea 1,340.22 /ea 6,7010800- Hollow Metal Doors BasicDoors, Frames, & Hdw 32.000 2,701 4,000 6,701Division 08 Doors and Windows 32.000 2,701 4,000 6,701

Division 09 FinishesDivision 09 FinishesProtective Coatings Protective Coatings

099 0- Headworks Interior Coatings Allowance 1.00 ls /ls /ls /ls 250,000.00 /ls 250,000 /ls 250,000.00 /ls 250,000099 0- Headworks Interior Coatings AllowanceProtective Coatings 250,000 250,000Division 09 Finishes 250,000 250,000G/B-C-Interiors 400.560 35,025 192,139 250,000 477,164

G/B-D-Services G/B-D-Services Division 15 MechanicalDivision 15 Mechanical

Distribution Systems Distribution Systems 15B-b HVAC Budget /lf /lf /lf /lf 60,000 /lf /lf 60,00015B-b HVAC Budget

Distribution Systems 60,000 60,000Domestic Water Dist. Domestic Water Dist.

15A-h UW System Utility Water System 320.00 lf 386.670 109.69 /lf 35,100 0.31 /lf 100 63.97 /lf 20,471 /lf /lf 173.97 /lf 55,67115A-h UW SystemDomestic Water Dist. 386.670 35,100 100 20,471 55,671

Energy Supply Energy Supply 15A-f Compressed Air Piping Compressed Air Piping 100.000 /lf 9,078 /lf 500 /lf 60,000 /lf /lf /lf 69,57815A-f Compressed Air Piping

Energy Supply 100.000 9,078 500 60,000 69,578Other Plumbing Sys. Other Plumbing Sys.

15B-b HVAC Budget 200.000 /lf 18,155 /lf 1,000 /lf 20,000 /lf /lf /lf 39,15515B-b HVAC BudgetOther Plumbing Sys. 200.000 18,155 1,000 20,000 39,155

Other Plumbing Syst. Other Plumbing Syst. 15A-c PD System PD System 65.10 lf 89.000 124.10 /lf 8,079 /lf 138.94 /lf 9,045 /lf /lf 263.04 /lf 17,12415A-c PD System

Other Plumbing Syst. 89.000 8,079 9,045 17,124Sanitary Waste Sanitary Waste

15A-h Floor Drainage Floor Drainage 140.00 lf 63.960 41.47 /lf 5,806 0.07 /lf 10 32.57 /lf 4,560 /lf /lf 74.11 /lf 10,37615A-h Floor DrainageSanitary Waste 63.960 5,806 10 4,560 10,376Division 15 Mechanical 839.630 76,217 1,610 114,076 60,000 251,903

Division 16 ElectricalDivision 16 ElectricalElect - Other Other Electrical ServicesElect - Other Other Electrical Services

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9

Attachment 4-1D Scope Review Report DetailedSample Project Page 1

Scope Review Report - Detailed 5/15/2008 7:53 PM


Labor ManHrs

LaborCost/Unit

LaborAmount


AmountMaterial


Sub Cost/UnitSub

AmountOther

Cost/UnitOther


TotalAmount


Coarse Screening Coarse ScreeningCoarse Screening Coarse ScreeningBar Screen Bar Screen

Division 11 EquipmentDivision 11 EquipmentEquipment Vendor Equipment Vendor

11A-e Equipment11A-e EquipmentBarscreen System 16' Inc in 3.5MM Budget 2.00 ea 128.000 5,809.60 /ea 11,619 20.00 /ea 40 - - - - 5,829.60 /ea 11,659

Equipment 1.00 ea 128.000 11,619.20 /ea 11,619 40.00 /ea 40 /ea /ea /ea 11,659.20 /ea 11,659Equipment Vendor 128.000 11,619 40 11,659Division 11 Equipment 128.000 11,619 40 11,659


16130-001 Conduit and Copper Wire16130-001 Conduit and Copper WireGRC 3/4" 180.00 lf 7.200 3.84 /lf 691 - - 1.13 /lf 203 - - - - 4.97 /lf 894Rigid Conduit Hub 3/4" 4.00 E 1.000 24.00 /E 96 - - 4.87 /E 19 - - - - 28.87 /E 1153/4" Cut & Thread 4.00 ea 0.600 14.40 /ea 58 - - 0.08 /ea 0 - - - - 14.48 /ea 58Hole Punching For Enclosures-Gutter-Panels & Switchboards 3/4" 4.00 ea 1.200 28.80 /ea 115 - - - - - - 28.80 /ea 115GRC Elbow 3/4" 6.00 E 1.500 24.00 /E 144 - - 5.28 /E 32 - - - - 29.28 /E 176GRC U-Channel Rigid Conduit Clamp 3/4" 23.00 E 0.920 3.84 /E 88 - - 0.61 /E 14 - - - - 4.45 /E 102ThruWall Seal 3/4" 2.00 E 1.800 86.40 /E 173 - - 298.84 /E 598 - - - - 385.24 /E 770Explosion Proof Male Sealoff 3/4" 4.00 E 1.800 43.20 /E 173 - - 18.68 /E 75 - - - - 61.88 /E 248Explosion Proof Sealing Cement 1 Lb 4.00 E - - - - 15.29 /E 61 - - - - 15.29 /E 61Explosion Proof Sealing Fibre 1 Oz 4.00 E - - - - 9.75 /E 39 - - - - 9.75 /E 39Copper Wire XHHW Stranded #14 1,242.00 lf 3.726 0.29 /lf 358 - - 0.19 /lf 240 - - - - 0.48 /lf 598Explosion Proof Female Union 3/4" 1.00 E 0.170 16.32 /E 16 - - 11.31 /E 11 - - - - 27.63 /E 28#20 - #14 Wire termination 24.00 E 1.680 6.72 /E 161 - - - - - - - - 6.72 /E 161Wire Markers 24.00 E 0.240 0.96 /E 23 0.16 /E 4 1.12 /E 27

Conduit and Copper Wire Bar Screen 1 Instrum 180.00 lf 21.836 11.65 /lf 2,096 /lf 7.20 /lf 1,296 /lf /lf 18.85 /lf 3,39216130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire

GRC 3/4" 180.00 lf 7.200 3.84 /lf 691 - - 1.13 /lf 203 - - - - 4.97 /lf 894Rigid Conduit Hub 3/4" 4.00 E 1.000 24.00 /E 96 - - 4.87 /E 19 - - - - 28.87 /E 1153/4" Cut & Thread 4.00 ea 0.600 14.40 /ea 58 - - 0.08 /ea 0 - - - - 14.48 /ea 58Hole Punching For Enclosures-Gutter-Panels & Switchboards 3/4" 4.00 ea 1.200 28.80 /ea 115 - - - - - - 28.80 /ea 115GRC Elbow 3/4" 3.00 E 0.750 24.00 /E 72 - - 5.28 /E 16 - - - - 29.28 /E 88GRC U-Channel Rigid Conduit Clamp 3/4" 23.00 E 0.920 3.84 /E 88 - - 0.61 /E 14 - - - - 4.45 /E 102ThruWall Seal 3/4" 2.00 E 1.800 86.40 /E 173 - - 298.84 /E 598 - - - - 385.24 /E 770Explosion Proof Male Sealoff 3/4" 4.00 E 1.800 43.20 /E 173 - - 18.68 /E 75 - - - - 61.88 /E 248Explosion Proof Sealing Cement 1 Lb 4.00 E - - - - 15.29 /E 61 - - - - 15.29 /E 61Explosion Proof Sealing Fibre 1 Oz 4.00 E - - - - 9.75 /E 39 - - - - 9.75 /E 39Computer Cable Individually Shielded 2-C #16 207.00 lf 0.621 0.29 /lf 60 - - 0.84 /lf 173 - - - - 1.13 /lf 233Explosion Proof Female Union 3/4" 1.00 E 0.170 16.32 /E 16 - - 11.31 /E 11 - - - - 27.63 /E 28#20 - #14 Wire termination 4.00 E 0.280 6.72 /E 27 - - - - - - - - 6.72 /E 27Wire Markers 4.00 E 0.040 0.96 /E 4 0.16 /E 1 1.12 /E 4

Conduit and Copper Wire Bar Screen 1 Instrum 180.00 lf 16.381 8.74 /lf 1,573 /lf 6.72 /lf 1,210 /lf /lf 15.46 /lf 2,78316130-001 Conduit and Copper Wire16130-001 Conduit and Copper Wire

GRC 3/4" 90.00 lf 3.600 3.84 /lf 346 - - 1.13 /lf 101 - - - - 4.97 /lf 447Rigid Conduit Hub 3/4" 2.00 E 0.500 24.00 /E 48 - - 4.87 /E 10 - - - - 28.87 /E 583/4" Cut & Thread 2.00 ea 0.300 14.40 /ea 29 - - 0.09 /ea 0 - - - - 14.49 /ea 29Hole Punching For Enclosures-Gutter-Panels & Switchboards 3/4" 2.00 ea 0.600 28.80 /ea 58 - - - - - - 28.80 /ea 58GRC Elbow 3/4" 3.00 E 0.750 24.00 /E 72 - - 5.28 /E 16 - - - - 29.28 /E 88GRC U-Channel Rigid Conduit Clamp 3/4" 11.00 E 0.440 3.84 /E 42 - - 0.61 /E 7 - - - - 4.45 /E 49ThruWall Seal 3/4" 1.00 E 0.900 86.40 /E 86 - - 298.84 /E 299 - - - - 385.24 /E 385Explosion Proof Male Sealoff 3/4" 2.00 E 0.900 43.20 /E 86 - - 18.68 /E 37 - - - - 61.88 /E 124Explosion Proof Sealing Cement 1 Lb 2.00 E - - - - 15.29 /E 31 - - - - 15.29 /E 31Explosion Proof Sealing Fibre 1 Oz 2.00 E - - - - 9.75 /E 19 - - - - 9.75 /E 19Copper Wire XHHW Stranded #14 828.00 lf 2.484 0.29 /lf 238 - - 0.19 /lf 160 - - - - 0.48 /lf 399#20 - #14 Wire termination 16.00 E 1.120 6.72 /E 108 - - - - - - - - 6.72 /E 108Wire Markers 16.00 E 0.160 0.96 /E 15 0.16 /E 3 1.12 /E 18

Conduit and Copper Wire Bar Screen 1 Instrum 90.00 lf 11.754 12.54 /lf 1,128 /lf 7.59 /lf 683 /lf /lf 20.12 /lf 1,81117000-01 Transmitter 3/4" Transmitter Connection 17000-01 Transmitter 3/4" Transmitter Connection

Equipment "LIT" 2.00 E 2.000 96.00 /E 192 - - 1,650.00 /E 3,300 - - - - 1,746.00 /E 3,4923/4" Explosionproof Flexible Conduit 4.00 E 3.000 72.00 /E 288 - - 287.24 /E 1,149 - - - - 359.24 /E 1,437FSC Box 3/4" 2.00 E 0.600 28.80 /E 58 - - 11.10 /E 22 - - - - 39.90 /E 80Weatherproof Plate for FS Box Single Receptacle 2.00 ea 0.160 7.68 /ea 15 - - 15.18 /ea 30 - - - - 22.86 /ea 46Specification Grade Switch SP Gray 20a 2.00 E 0.300 14.40 /E 29 - - 16.99 /E 34 - - - - 31.39 /E 63#12 Pigtail 2.00 E 0.040 1.92 /E 4 - - 0.74 /E 1 - - - - 2.66 /E 5Copper Wire XHHW Stranded #12 40.00 lf 0.160 0.38 /lf 15 - - 0.28 /lf 11 - - - - 0.67 /lf 27#12 - #10 Wire termination 12.00 E 0.840 6.72 /E 81 - - - - - - - - 6.72 /E 81Wire Markers 12.00 E 0.120 0.96 /E 12 0.16 /E 2 1.12 /E 13Computer Cable Individually Shielded 2-C #16 10.00 lf 0.030 0.29 /lf 3 - - 0.84 /lf 8 - - - - 1.13 /lf 11#20 - #14 Wire termination 8.00 E 0.560 6.72 /E 54 - - - - - - - - 6.72 /E 54Cable Markers 4.00 E 0.080 1.92 /E 8 0.18 /E 1 2.10 /E 8SS Instrument stand List termination points 2.00 ea 12.000 576.00 /ea 1,152 - - 275.00 /ea 550 - - - - 851.00 /ea 1,702Equipment "LE" 2.00 E 2.000 96.00 /E 192 - - 1,100.00 /E 2,200 - - - - 1,196.00 /E 2,392Manufacture Cable (Furnished by Others) 2.00 ea 2.000 96.00 /ea 192 - - - - - - - - 96.00 /ea 192Equipment "YS" (Motion Switch) 2.00 E 2.000 96.00 /E 192 - - 165.00 /E 330 - - - - 261.00 /E 522

3/4" Transmitter Connection Bar Screen 1 Instrum 2.00 ea 25.890 1,242.72 /ea 2,485 /ea 3,819.65 /ea 7,639 /ea /ea 5,062.37 /ea 10,12517000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection

Equipment "MV" (Motorized Valve "FBO & IBO") 2.00 E 2.000 96.00 /E 192 - - 55.00 /E 110 - - - - 151.00 /E 302

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LaborCost/Unit

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AmountMaterial


Sub Cost/UnitSub

AmountOther

Cost/UnitOther


TotalAmount

Instrumentation Instrumentation 17000-10 Discrete 3/4" Instrument Connection 17000-10 Discrete 3/4" Instrument Connection

Equipment "MV" (Motorized Valve "FBO & IBO") 4.00 E 4.000 96.00 /E 384 - - 55.00 /E 220 - - - - 151.00 /E 6043/4" Explosionproof Flexible Conduit 4.00 E 3.000 72.00 /E 288 - - 287.24 /E 1,149 - - - - 359.24 /E 1,437Copper Wire XHHW Stranded #14 32.00 lf 0.096 0.29 /lf 9 - - 0.19 /lf 6 - - - - 0.48 /lf 15Wire Markers 16.00 E 0.160 0.96 /E 15 0.16 /E 3 1.12 /E 18#20 - #14 Wire termination 8.00 E 0.560 6.72 /E 54 - - - - - - - - 6.72 /E 54SS Instrument stand List termination points 4.00 ea 24.000 576.00 /ea 2,304 - - 275.00 /ea 1,100 - - - - 851.00 /ea 3,404Equipment "ZS" (Postions Switch "FBO" & "IBO") 8.00 E 12.000 144.00 /E 1,152 - - 55.00 /E 440 - - - - 199.00 /E 1,592Equipment "HS" (Hand Switch/Control Switch) 12.00 E 12.000 96.00 /E 1,152 - - 275.00 /E 3,300 - - - - 371.00 /E 4,452Equipment "ZL" 8.00 ea 4.000 48.00 /ea 384 - - 55.00 /ea 440 - - - - 103.00 /ea 824Heavy Duty One Unit Control Station NEMA 4 Open 4.00 ea 3.200 76.80 /ea 307 - - 85.80 /ea 343 - - - - 162.60 /ea 650Heavy Duty One Unit Control Station NEMA 4 Close 4.00 ea 3.200 76.80 /ea 307 - - 103.38 /ea 414 - - - - 180.18 /ea 721Heavy Duty One Unit Control Station NEMA 4 LOR 4.00 ea 4.000 96.00 /ea 384 - - 106.86 /ea 427 - - - - 202.86 /ea 811

3/4" Instrument Connection Influent Channel Ins 4.00 ea 70.216 1,685.19 /ea 6,741 /ea 1,960.46 /ea 7,842 /ea /ea 3,645.64 /ea 14,583Instrumentation 70.216 6,741 7,842 14,583Division 17 Instrumentation 70.216 6,741 7,842 14,583Sampling 267.256 24,627 145 3,516,016 300 3,541,088Flow Measurement Flow Measurement 561.423 51,911 190 3,557,483 300 3,609,884

General/Buildings General/Buildings Common Systems Common Systems

Division 03 ConcreteDivision 03 ConcreteFRP Concrete FRP Concrete

0301- Headworks Concrete Equipment0301- Headworks Concrete Equipment100-Ton Crawler Crane 16.00 wk 640.000 3,818.80 /wk 61,101 7,450.80 /wk 119,213 - - - - - - 11,269.60 /wk 180,314Concrete Vibrators 32.00 wk - - 150.00 /wk 4,800 - - - - - - 150.00 /wk 4,800Air Compressors 16.00 wk - - 566.00 /wk 9,056 - - - - - - 566.00 /wk 9,056Generators 16.00 wk - - 750.80 /wk 12,013 - - - - - - 750.80 /wk 12,013

Headworks Concrete Equipment Headworks Concrete Equipment 1.00 ls 640.000 61,100.80 /ls 61,101 145,081.60 /ls 145,082 /ls /ls /ls 206,182.40 /ls 206,182FRP Concrete 640.000 61,101 145,082 206,182Division 03 Concrete 640.000 61,101 145,082 206,182Common Systems 640.000 61,101 145,082 206,182

G/B-A-Substructure G/B-A-Substructure Division 03 ConcreteDivision 03 Concrete

FRP Concrete FRP Concrete 0322- Wall Concrete (Dimensional Takeoff)0322- Wall Concrete (Dimensional Takeoff)

4000 psi Concrete 61.67 cy - - - - 105.00 /cy 6,475 - - - - 105.00 /cy 6,475Pump Place Walls 61.67 cy 50.690 53.93 /cy 3,325 - - - - - - 10.00 /cy 617 63.93 /cy 3,942Job Built with Plyform 4-8' 2,664.00 sf 793.872 26.17 /sf 69,716 1.79 /sf 4,755 - - - - 27.96 /sf 74,471Strip & Oil Wall Forms 2,664.00 sf 45.288 1.07 /sf 2,845 - - - - - - - - 1.07 /sf 2,845Wall Bulkhead Forms 15.00 sf 6.450 37.76 /sf 566 2.10 /sf 32 - - - - 39.86 /sf 598Horizontal Wall Keyway 4" 397.00 lf 9.925 2.20 /lf 872 0.42 /lf 167 - - - - 2.62 /lf 1,038Vertical Wall Keyway 4" 345.00 lf 10.350 2.64 /lf 909 0.42 /lf 145 - - - - 3.06 /lf 1,054Waterstop 9" Bulb 409.00 lf 12.270 1.89 /lf 771 - - 7.88 /lf 3,221 - - - - 9.76 /lf 3,992Grind/Patch Walls 2,664.00 sf 66.600 1.57 /sf 4,184 - - 0.02 /sf 53 - - - - 1.59 /sf 4,238Liquid Curing Compounds 2,664.00 sf 7.992 0.19 /sf 502 - - 0.03 /sf 70 - - - - 0.22 /sf 572Finish- Top of Wall & Curb 277.50 sf 2.775 0.78 /sf 215 - - - - - - - - 0.78 /sf 215Wall Rebar 5.71 tn 114.100 1,356.60 /tn 7,739 - - 818.97 /tn 4,672 - - - - 2,175.57 /tn 12,412Sandblast CJ's 277.50 sf 13.875 3.14 /sf 872 0.25 /sf 69 - - - - 3.39 /sf 941Labor to Install Embedded Angle @ Top of Wall 222.00 lf 29.600 11.71 /lf 2,599 - - 1.58 /lf 350 - - - - 13.28 /lf 2,949

Wall Concrete (Dimensional Takeoff) Headworks Intermediate Channel & DrumScreen Area

61.67 cy 1,163.787 1,542.44 /cy 95,117 /cy 324.46 /cy 20,009 /cy 10.00 /cy 617 1,876.90 /cy 115,743

0330- S-O-G Concrete (Rectangular)0330- S-O-G Concrete (Rectangular)4000 psi Concrete 433.46 cy - - - - 105.00 /cy 45,513 - - - - 105.00 /cy 45,513Pump Place Slab on Grade 433.46 cy 270.911 41.00 /cy 17,773 - - - - - - 10.00 /cy 4,335 51.00 /cy 22,107Fine Grade SOG 7,802.25 sf 187.254 1.51 /sf 11,765 - - - - - - - - 1.51 /sf 11,765S.O.G. Edge Form > 1' 534.75 sf 117.645 19.32 /sf 10,331 1.31 /sf 702 - - - - 20.63 /sf 11,033S-O-G Const Joints > 1' 975.00 sf 282.750 25.47 /sf 24,831 1.31 /sf 1,280 - - - - 26.78 /sf 26,110Zip Strips 1/2" 650.00 lf 65.000 6.28 /lf 4,084 0.15 /lf 96 - - - - 6.43 /lf 4,180Sealant At Sealant Grooves 650.00 lf 8.125 1.10 /lf 714 - - 1.05 /lf 683 - - - - 2.15 /lf 1,396Strip & Oil SOG Form 1,509.75 sf 21.137 0.88 /sf 1,328 - - - - - - - - 0.88 /sf 1,328Waterstop 9" Bulb 650.00 lf 19.500 1.89 /lf 1,225 - - 7.88 /lf 5,119 - - - - 9.76 /lf 6,344Rebar/Mesh Support - Bricks 928.00 ea 2.320 0.17 /ea 157 - - 0.26 /ea 244 - - - - 0.43 /ea 401SOG Rebar 32.51 tn 406.363 847.88 /tn 27,564 - - 818.99 /tn 26,625 - - - - 1,666.86 /tn 54,188Finish- Hard Trowel 7,802.25 sf 163.847 1.63 /sf 12,709 - - 0.04 /sf 312 - - - - 1.67 /sf 13,021Liquid Curing Compounds 7,802.25 sf 23.407 0.19 /sf 1,471 - - 0.03 /sf 205 - - - - 0.22 /sf 1,675

S-O-G Concrete (Rectangular) Headworks Lower Level Floors 433.46 cy 1,568.258 262.89 /cy 113,951 /cy 186.35 /cy 80,776 /cy 10.00 /cy 4,335 459.24 /cy 199,0620330- S-O-G Concrete (Rectangular)0330- S-O-G Concrete (Rectangular)

4000 psi Concrete 175.00 cy - - - - 105.00 /cy 18,375 - - - - 105.00 /cy 18,375Pump Place Slab on Grade 175.00 cy 102.942 38.59 /cy 6,753 - - - - - - 10.00 /cy 1,750 48.59 /cy 8,503Fine Grade SOG 3,150.00 sf 75.600 1.51 /sf 4,750 - - - - - - - - 1.51 /sf 4,750S.O.G. Edge Form > 1' 375.00 sf 82.500 19.32 /sf 7,245 1.31 /sf 492 - - - - 20.63 /sf 7,737S-O-G Const Joints > 1' 337.50 sf 97.875 25.47 /sf 8,595 1.31 /sf 443 - - - - 26.78 /sf 9,038Zip Strips 1/2" 225.00 lf 21.177 5.91 /lf 1,331 0.15 /lf 33 - - - - 6.06 /lf 1,364Sealant At Sealant Grooves 225.00 lf 2.646 1.03 /lf 232 - - 1.05 /lf 236 - - - - 2.08 /lf 469Strip & Oil SOG Form 712.50 sf 9.975 0.88 /sf 627 - - - - - - - - 0.88 /sf 627Rebar/Mesh Support - Bricks 393.00 ea 0.924 0.16 /ea 63 - - 0.26 /ea 103 - - - - 0.42 /ea 166SOG Rebar 13.13 tn 154.412 798.00 /tn 10,474 - - 818.99 /tn 10,749 - - - - 1,616.99 /tn 21,223Finish- Hard Trowel 3,150.00 sf 66.150 1.63 /sf 5,131 - - 0.04 /sf 126 - - - - 1.67 /sf 5,257


11

Sample Project Page 12Scope Review Report - Detailed 5/15/2008 7:53 PM


Labor ManHrs

LaborCost/Unit

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Sub Cost/UnitSub

AmountOther

Cost/UnitOther


TotalAmount

PD System PD System 65.10 lf 89.000 124.10 /lf 8,079 /lf 138.94 /lf 9,045 /lf /lf 263.04 /lf 17,124Other Plumbing Syst. 89.000 8,079 9,045 17,124

Sanitary Waste Sanitary Waste 15A-h Floor Drainage15A-h Floor Drainage

SWgt Pipe Single Hub 6" 80.00 lf 20.000 22.69 /lf 1,816 - - 25.85 /lf 2,068 - - - - 48.55 /lf 3,884SWgt Pipe Single Hub 4" 60.00 lf 12.000 18.16 /lf 1,089 - - 13.69 /lf 821 - - - - 31.84 /lf 1,910SWgt 90 Ell 4 5.00 ea 3.000 54.47 /ea 272 - - 26.25 /ea 131 - - - - 80.72 /ea 404SWgt 90 Ell 6 4.00 ea 2.800 63.54 /ea 254 - - 45.70 /ea 183 - - - - 109.24 /ea 437SWgt 45 Ell 4 4.00 ea 2.560 58.10 /ea 232 - - 20.50 /ea 82 - - - - 78.60 /ea 314SWgt Wye 6 1.00 ea 1.400 127.09 /ea 127 - - 91.40 /ea 91 - - - - 218.49 /ea 218SWgt Wye 6x4 6.00 ea 8.400 127.09 /ea 763 - - 61.75 /ea 371 - - - - 188.84 /ea 1,133SWgt P Trap 4 4.00 ea 2.800 63.54 /ea 254 - - 43.15 /ea 173 - - - - 106.69 /ea 427Floor Drain 4" 4.00 ea 9.000 204.25 /ea 817 - - 125.00 /ea 500 - - - - 329.25 /ea 1,3176" Clean Outs 2.00 ea 2.000 90.78 /ea 182 5.00 /ea 10 70.00 /ea 140 - - - - 165.78 /ea 332

Floor Drainage Floor Drainage 140.00 lf 63.960 41.47 /lf 5,806 0.07 /lf 10 32.57 /lf 4,560 /lf /lf 74.11 /lf 10,376Sanitary Waste 63.960 5,806 10 4,560 10,376Division 15 Mechanical 839.630 76,217 1,610 114,076 60,000 251,903

Division 16 ElectricalDivision 16 ElectricalElect - Other Other Electrical ServicesElect - Other Other Electrical Services

16670-000 Lightning protection assembly16670-000 Lightning protection assemblyCopper Air Terminal 8.00 E 8.000 96.00 /E 768 - - 99.46 /E 796 - - - - 195.46 /E 1,564Copper Lightning protection cable 350.00 lf 12.250 3.36 /lf 1,176 - - 1.95 /lf 682 - - - - 5.31 /lf 1,858Lightning protection arrester 1.00 E 1.200 115.20 /E 115 - - 99.46 /E 99 - - - - 214.66 /E 21512" x 12" Rubber pad 124.67 E 12.467 9.60 /E 1,197 - - 0.99 /E 123 - - - - 10.59 /E 1,32012" x 12" Cement paver 8.00 E 8.000 96.00 /E 768 - - 99.46 /E 796 - - - - 195.46 /E 1,564GRC One Hole Steel Straps 1/2" 116.67 E 3.500 2.88 /E 336 - - 0.23 /E 27 - - - - 3.11 /E 363Sch 80 PVC Conduit 1" Overhead/Surface 210.00 lf 7.350 3.36 /lf 706 - - 0.77 /lf 161 - - - - 4.13 /lf 867GRC One Hole Steel Straps 1" 30.00 E 0.900 2.88 /E 86 - - 0.58 /E 17 - - - - 3.46 /E 104Cadwelds 6.00 ea 3.000 48.00 /ea 288 - - 12.17 /ea 73 - - - - 60.17 /ea 361Copper Lightning protection cable 252.00 lf 8.820 3.36 /lf 847 - - 1.95 /lf 491 - - - - 5.31 /lf 1,338Roof penetration and Roof Jack 6.00 ea 13.200 211.20 /ea 1,267 - - 16.50 /ea 99 - - - - 227.70 /ea 1,366Lightning Protection Certification 1.00 ls 4.000 384.00 /ls 384 - - - - 2,750.00 /ls 2,750 - - 3,134.00 /ls 3,134

Lightning protection assembly Lightning Protection 1.00 ea 82.687 7,937.92 /ea 7,938 /ea 3,365.21 /ea 3,365 2,750.00 /ea 2,750 /ea 14,053.13 /ea 14,053Elect - Other Other Electrical Services 82.687 7,938 3,365 2,750 14,053

Electrical Electrical 16151-110 Ground loop16151-110 Ground loop

Copper Wire Bare Stranded #4/0 450.00 lf 9.900 2.11 /lf 950 - - 4.56 /lf 2,054 - - - - 6.68 /lf 3,004Site Ditching 6" x 36" 450.00 lf 4.500 0.96 /lf 432 - - 1.93 /lf 866 - - - - 2.89 /lf 1,298Backfill per Cu/Yard 25.00 cy 12.500 48.00 /cy 1,200 - - 9.90 /cy 248 - - 57.90 /cy 1,448Detectable Warning Tape 450.00 lf - - - - 0.17 /lf 77 - - - - 0.17 /lf 77Ground Rod 3/4" x10' 8.00 E 6.400 76.80 /E 614 - - 9.50 /E 76 - - - - 86.30 /E 690Driving Stud 3/4" 8.00 E 0.400 4.80 /E 38 - - 4.93 /E 39 - - - - 9.73 /E 78Cadwelds 8.00 ea 4.000 48.00 /ea 384 - - 12.17 /ea 97 - - - - 60.17 /ea 481Sch 80 PVC Conduit 1" 200.00 lf 6.000 2.88 /lf 576 - - 0.77 /lf 154 - - - - 3.65 /lf 730Sch 80 PVC 90 Degree Elbow 1" 20.00 E 3.000 14.40 /E 288 - - 3.28 /E 66 - - - - 17.68 /E 354PVC Terminal Adaptor 1" 20.00 E 1.600 7.68 /E 154 - - 0.29 /E 6 - - - - 7.97 /E 1591 Pint PVC Cement 2.00 E 1.000 48.00 /E 96 - - 6.31 /E 13 - - - - 54.31 /E 109

Ground loop Building Ground 450.00 lf 49.300 10.52 /lf 4,733 /lf 7.66 /lf 3,447 0.55 /lf 248 /lf 18.73 /lf 8,428Electrical 49.300 4,733 3,447 248 8,428Division 16 Electrical 131.987 12,671 6,813 2,998 22,481


16001-011a Duct Bank - PVC Sch 40 or Sch 80 Conduit16001-011a Duct Bank - PVC Sch 40 or Sch 80 ConduitSch 40 PVC Conduit 1" 250.00 lf 7.500 2.88 /lf 720 - - 0.39 /lf 98 - - - - 3.27 /lf 818Plastic Coated Rigid Steel 90 Elbow 1" 2.00 E 0.700 33.60 /E 67 - - 10.86 /E 22 - - - - 44.46 /E 89PVC Female Adaptor 1" 2.00 E 0.160 7.68 /E 15 - - 0.33 /E 1 - - - - 8.01 /E 16Plastic Coated Rigid Steel Conduit 1" 20.00 lf 1.200 5.76 /lf 115 - - 3.36 /lf 67 - - - - 9.12 /lf 182Plastic Coated Rigid Steel Coupling 1" 4.00 E 0.280 6.72 /E 27 - - 3.47 /E 14 - - - - 10.19 /E 411" Cutting & Threading PVC Coated 2.00 ea 0.600 28.80 /ea 58 - - 0.22 /ea 0 - - - - 29.02 /ea 581 Pint PVC Cement 2.50 E 1.250 48.00 /E 120 - - 6.30 /E 16 - - - - 54.30 /E 136Tie Wire (50' roll) 2.50 ea 2.500 96.00 /ea 240 - - 8.80 /ea 22 - - - - 104.80 /ea 262#3 Re-bar 200.00 ea 2.000 0.96 /ea 192 - - 0.20 /ea 40 - - - - 1.16 /ea 232Copper Wire XHHW Stranded #14 500.00 lf 1.500 0.29 /lf 144 - - 0.19 /lf 97 - - - - 0.48 /lf 241#20 - #14 Wire termination 4.00 E 0.280 6.72 /E 27 - - - - - - - - 6.72 /E 27Wire Markers 4.00 E 0.040 0.96 /E 4 0.16 /E 1 1.12 /E 4

Duct Bank - PVC Sch 40 or Sch 80 Conduit Eye Wash 250.00 lf 18.010 6.92 /lf 1,729 /lf 1.51 /lf 377 /lf /lf 8.42 /lf 2,106Instrumentation 18.010 1,729 377 2,106Division 17 Instrumentation 18.010 1,729 377 2,106G/B-D-Services 989.627 90,617 1,610 121,265 62,998 276,489

G/B-G-Sitework G/B-G-Sitework Division 02 Division 02

Earthwork Earthwork 02B-200 Headworks Site Preparation02B-200 Headworks Site Preparation

Caterpillar CP-323C Vibratory Soil Compactor w/ Operator 8.00 hr 8.000 84.69 /hr 678 29.32 /hr 235 - - - - - - 114.01 /hr 912Caterpillar 938G Wheel Loader & Operator 16.00 hr 16.000 90.08 /hr 1,441 47.70 /hr 763 - - - - - - 137.78 /hr 2,204Dump Truck 14 cy 16.00 hr 16.000 74.72 /hr 1,196 48.53 /hr 776 - - - - - - 123.25 /hr 1,972Caterpillar 236 Skid Steer Loader w/ Operator 16.00 hr 16.000 84.69 /hr 1,355 26.31 /hr 421 - - - - - - 111.00 /hr 1,776General Laborer 32.00 hr 32.000 62.83 /hr 2,011 62.83 /hr 2,011Site Foreman 16.00 hr 16.000 95.47 /hr 1,528 14.64 /hr 234 - - - - - - 110.11 /hr 1,762

12


Sample Project Page 109Scope Review Report - Detailed 5/15/2008 7:53 PM

Estimate Totals










13

Attachment 4-1E Labor Productivity Detail Report (Assembly) Sample Project Page 1Labor Productivity Detail Report (Assembly) 5/15/2008 7:05 PM

Assembly/DB Level 2

Spreadsheet LevelDB

Level3

Takeoff Quantity CrewLabor

Man Hrs

BaseProduc-

tivity

Produc-tivityAdj

EstimatedProductivity

LaborCost/Unit

LaborAmount

EquipCost/Unit

EquipAmount

Material ConvFactor

MatlWaste

% Material Quantity Material PriceMaterial


Sub Cost/UnitSub

AmountOther

Cost/UnitOther

AmountTotal Cost/Unit Total Amount

02B-020 Chain Link Fencing02B-020 Chain Link Fencing2820.006 6' Chain Link Fence 2 2,000.00 lf - - - - No - - - - 13.00 26,000 - - 13.00 26,0002820.006 6' Fence Man Gate 4 4.00 ea - - - - No - - - - 175.00 700 - - 175.00 7002820.006 6' Fence Vehicle Gate 20' 20 1.00 ea - - - - No - - - - 880.00 880 - - 880.00 8802820.006 3 Strand Barb Wire @ Top Add 100 2,000.00 lf - - - - No - - - - 6.00 12,000 - - 6.00 12,000

Chain Link Fencing 2,000.00 lf 19.79 39,580 19.79 39,58002B-030 Traffic Control (Signs, Rails, Signals)02B-030 Traffic Control (Signs, Rails, Signals)

2892.100 Allowance for Site Signage (Traffic Control, Bldg ID, Etc.) 10 1.00 ls - - - - No - - - - 10,000.00 10,000 - - 10,000.00 10,000

Traffic Control (Signs, Rails, Signals) 1.00 ls 10,000.00 10,000 10,000.00 10,00002B-040 Grassed Areas02B-040 Grassed Areas

2900.990 Landscaping Allowance -sub 1.00 ls - - - - No - - - - 75,000.00 75,000 - - 75,000.00 75,000

Grassed Areas 75,000 75,00002B-120 Bituminous Paving-Small Areas02B-120 Bituminous Paving-Small Areas

2310.110 Rough Grade Areas 60 11,111.11 sy 02-Site Grade Rough 89 1,000.00 1,000.00 sy/cd 0.72 8,007 0.60 6,707 No - - - - - - - - 1.32 14,7142310.120 Fine Grade Small Pads 60 11,111.11 sy 02-Site Grade Fine 178 1,000.00 1,000.00 sy/cd 1.01 11,170 No 1.01 11,1702320.010 Gravel Base - Small Paving 70 3,703.70 cy 02-Site Fl Base 30 2,000.00 2,000.00 cy/cd 0.70 2,589 0.87 3,207 1.50 ton/cy Yes 30 7,222.22 ton 25.00 /ton 48.75 180,556 - - - - 50.32 186,3512740.120 Bituminous Base Course 3" 30 11,111.11 sy - - - - No - - - - 8.00 88,889 - - 8.00 88,8892740.120 Bituminous Binder Course 1" 110 11,111.11 sy - - - - No - - - - 5.00 55,556 - - 5.00 55,5562760.100 Painted Lines 6" Wide 6 5,000.00 lf - - - - No - - - - 0.45 2,250 - - 0.45 2,250

Bituminous Paving-Small Areas 11,111.11 sy 296 1.96 21,766 0.89 9,913 16.25 180,556 13.20 146,694 32.30 358,92902B-130 Concrete Sidewalks02B-130 Concrete Sidewalks

2895.100 Allowance for Misc Site Concrete 22 1.00 ls 06-Laborer ls/ch - - Yes 7 1.07 ls /ls 20,000.00 20,000 - - 20,000.00 20,000

Concrete Sidewalks 1.00 ls 20,000.00 20,000 20,000.00 20,00002B-200 Aeration Basins / MBR Excavation02B-200 Aeration Basins / MBR Excavation

1900.120 Cat Dozer D-8 d8 40.00 hr 01-Dozer D8 40 90.08 3,603 153.71 6,148 No - - - - - - - - 243.79 9,7521900.136 Cat Excavator 325 w/ Operator 325 80.00 hr 01-Excavator Cat 325 80 95.47 7,638 105.02 8,402 No - - - - - - - - 200.49 16,0392010.100 General Laborer 10 240.00 hr 02- General Laborer 240 62.83 15,079 No 62.83 15,0792010.100 Site Foreman 20 60.00 hr 02- General Foreman 60 95.47 5,728 14.64 878 No - - - - - - - - 110.11 6,6072010.100 Heavy Equipment Mechanic 30 60.00 hr 02- General Mechanic 60 89.83 5,390 No 89.83 5,390

Aeration Basins / MBR Excavation 3,500.00 bcy 480 10.70 37,438 4.41 15,428 15.11 52,86602B-200 Aeration Basins / MBR Backfill02B-200 Aeration Basins / MBR Backfill

1900.120 Cat Dozer D-8 w/ Operator d8 80.00 hr 01-Dozer D8 80 90.08 7,206 153.71 12,297 No - - - - - - - - 243.79 19,5031900.160 Caterpillar 825H Double Drum Soil Compactor w/ Operator 012 80.00 hr 01-Soil Comp 825H 80 84.69 6,775 142.02 11,362 No - - - - - - - - 226.71 18,1371900.210 Dump Truck 14 cy td14 160.00 hr 01-Truck Dump 14 160 74.72 11,955 48.53 7,765 No - - - - - - - - 123.25 19,7201900.220 Caterpillar 966G Wheel Loader & Operator 966G 80.00 hr 01-Wheel Loader 966G 80 90.08 7,206 80.62 6,450 No - - - - - - - - 170.70 13,6561900.240 Caterpillar 236 Skid Steer Loader w/ Operator 236 40.00 hr 01-Skid Steers 236 40 84.69 3,388 26.31 1,052 No - - - - - - - - 111.00 4,4402010.100 General Laborer 10 160.00 hr 02- General Laborer 160 62.83 10,053 No 62.83 10,0532010.100 Site Foreman 20 40.00 hr 02- General Foreman 40 95.47 3,819 14.64 586 No - - - - - - - - 110.11 4,4042010.100 Heavy Equipment Mechanic 30 40.00 hr 02- General Mechanic 40 89.83 3,593 No 89.83 3,593

Aeration Basins / MBR Backfill 3,500.00 ccy 680 15.43 53,996 11.29 39,511 26.72 93,50602B-200 Aeration Basins / MBR Subgrade Preparation02B-200 Aeration Basins / MBR Subgrade Preparation

1900.170 Caterpillar CP-663E Vibratory Soil Compactor w/ Operator 016 60.00 hr 01-Vib Roller 663E 60 84.69 5,081 63.70 3,822 No - - - - - - - - 148.39 8,9031900.220 Caterpillar 966G Wheel Loader & Operator 966G 30.00 hr 01-Wheel Loader 966G 30 90.08 2,702 80.62 2,419 No - - - - - - - - 170.70 5,1212010.100 General Laborer 10 120.00 hr 02- General Laborer 120 62.83 7,540 No 62.83 7,5402010.100 Site Foreman 20 60.00 hr 02- General Foreman 60 95.47 5,728 14.64 878 No - - - - - - - - 110.11 6,6072301.100 Purchase Type A: 3/4" Minus Granular Rock 05 1,450.00 CY - - - - 1.50 ton/CY No 2,175.00 ton 25.00 /ton 37.50 54,375 - - - - 37.50 54,375

Aeration Basins / MBR Subgrade Preparation 1,125.00 ccy 270 18.71 21,052 6.33 7,119 48.33 54,375 73.37 82,54602B-200 Headworks Site Preparation02B-200 Headworks Site Preparation

1900.170 Caterpillar CP-323C Vibratory Soil Compactor w/ Operator 010 8.00 hr 01-Vib Roller 323C 8 84.69 678 29.32 235 No - - - - - - - - 114.01 9121900.210 Dump Truck 14 cy td14 16.00 hr 01-Truck Dump 14 16 74.72 1,196 48.53 776 No - - - - - - - - 123.25 1,9721900.220 Caterpillar 938G Wheel Loader & Operator 938G 16.00 hr 01-Wheel Loader 938G 16 90.08 1,441 47.70 763 No - - - - - - - - 137.78 2,2041900.240 Caterpillar 236 Skid Steer Loader w/ Operator 236 16.00 hr 01-Skid Steers 236 16 84.69 1,355 26.31 421 No - - - - - - - - 111.00 1,7762010.100 General Laborer 10 32.00 hr 02- General Laborer 32 62.83 2,011 No 62.83 2,0112010.100 Site Foreman 20 16.00 hr 02- General Foreman 16 95.47 1,528 14.64 234 No - - - - - - - - 110.11 1,7622240.110 Maintenance of Pumps 60 350.00 day NYC Drilling Crew 1,051 0.33 0.33 day/ch 188.68 66,038 300.30 105,105 Yes 350.00 day 25.00 /day 25.00 8,750 - - - - 513.98 179,893

Headworks Site Preparation 1.00 ls 1,155 74,244.98 74,245 107,534.55 107,535 8,750.00 8,750 190,529.53 190,53002B-200 Headworks Odor Control Exterior Slab Site Preparation02B-200 Headworks Odor Control Exterior Slab Site Preparation

1900.220 Caterpillar 938G Wheel Loader & Operator 938G 8.00 hr 01-Wheel Loader 938G 8 90.08 721 47.70 382 No - - - - - - - - 137.78 1,1021900.240 Caterpillar 236 Skid Steer Loader w/ Operator 236 8.00 hr 01-Skid Steers 236 8 84.69 678 26.31 210 No - - - - - - - - 111.00 8882010.100 General Laborer *10 40.00 hr 02- General Laborer 40 62.83 2,513 No 62.83 2,5132240.110 Maintenance of Pumps 60 250.00 day NYC Drilling Crew 751 0.33 0.33 day/ch 188.68 47,170 300.30 75,075 Yes 250.00 day 25.00 /day 25.00 6,250 - - - - 513.98 128,495

Headworks Odor Control Exterior Slab SitePreparation

1.00 ls 807 51,081.03 51,081 75,667.16 75,667 6,250.00 6,250 132,998.19 132,998

02B-200 Reclaimed Water Pump Station Earthwork02B-200 Reclaimed Water Pump Station Earthwork1900.210 Dump Truck 14 cy td14 8.00 hr 01-Truck Dump 14 8 74.72 598 48.53 388 No - - - - - - - - 123.25 9861900.220 Caterpillar 966G Wheel Loader & Operator 966G 8.00 hr 01-Wheel Loader 966G 8 90.08 721 80.62 645 No - - - - - - - - 170.70 1,3661900.240 Caterpillar 236 Skid Steer Loader w/ Operator 236 8.00 hr 01-Skid Steers 236 8 84.69 678 26.31 210 No - - - - - - - - 111.00 8882010.100 General Laborer 10 32.00 hr 02- General Laborer 32 62.83 2,011 No 62.83 2,0112010.100 Site Foreman 20 16.00 hr 02- General Foreman 16 95.47 1,528 14.64 234 No - - - - - - - - 110.11 1,7622240.110 Maintenance of Pumps 60 25.00 day NYC Drilling Crew 75 0.33 0.33 day/ch 188.68 4,717 300.30 7,508 Yes 25.00 day 25.00 /day 25.00 625 - - - - 513.98 12,849

Reclaimed Water Pump Station Earthwork 1.00 ls 147 10,250.97 10,251 8,985.43 8,985 625.00 625 19,861.40 19,86102B-200 Duration Earthwork Equipment02B-200 Duration Earthwork Equipment

1900.120 Cat Dozer D-8 w/ Operator *d8 80.00 hr 01-Dozer D8 80 90.08 7,206 153.71 12,297 No - - - - - - - - 243.79 19,5031900.136 Cat Excavator 320 w/ Operator *320 80.00 hr 01-Excavator Cat 320 80 95.47 7,638 77.06 6,165 No - - - - - - - - 172.53 13,8021900.160 Caterpillar 815F Double Drum Soil Compactor w/ Operator *010 80.00 hr 01-Soil Comp 815F 80 84.69 6,775 106.54 8,523 No - - - - - - - - 191.23 15,2981900.210 Dump Truck 14 cy td14 40.00 hr 01-Truck Dump 14 40 74.72 2,989 48.53 1,941 No - - - - - - - - 123.25 4,9301900.220 Caterpillar 966G Wheel Loader & Operator *966G 80.00 hr 01-Wheel Loader 966G 80 90.08 7,206 80.62 6,450 No - - - - - - - - 170.70 13,6562010.100 General Laborer *10 160.00 hr 02- General Laborer 160 62.83 10,053 No 62.83 10,0532010.100 Site Foreman *20 80.00 hr 02- General Foreman 80 95.47 7,638 14.64 1,171 No - - - - - - - - 110.11 8,8092240.110 Maintenance of Pumps *60 5,700.00 day NYC Drilling Crew 17,117 0.33 0.33 day/ch 188.68 1,075,468 300.30 1,711,712 Yes 5,700.00 day 25.00 /day 25.00 142,500 - - - - 513.98 2,929,680

14


Labor Productivity Detail Report (Assembly) 5/15/2008 7:05 PM

Assembly/DB Level 2

Spreadsheet LevelDB

Level3


Man Hrs

BaseProduc-

tivity

Produc-tivityAdj


LaborCost/Unit

LaborAmount

EquipCost/Unit

EquipAmount

Material ConvFactor

MatlWaste



Sub Cost/UnitSub

AmountOther

Cost/UnitOther


Duration Earthwork Equipment 5,700.00 bcy 17,717 197.36 1,124,973 306.71 1,748,259 25.00 142,500 529.08 3,015,73202B-240 Aeration Basins / MBR Well Point Dewatering System02B-240 Aeration Basins / MBR Well Point Dewatering System

2240.110 Set Well Points 10 74.00 ea NYC Drilling Crew 148 0.50 0.50 ea/ch 125.66 9,299 200.00 14,800 Yes 74.00 ea 350.00 /ea 350.00 25,900 675.66 49,9992240.110 Header Lines 12 1,100.00 lf - - No - - - - - - 5.00 5,500 5.00 5,5002240.110 Pumps and Equipment 50 180.00 day 02-Dewater Pumps - - 180.00 32,400 No - - - - - - - - 180.00 32,4002240.110 Maintenance of Pumps 60 180.00 day NYC Drilling Crew 541 0.33 0.33 day/ch 188.68 33,962 300.30 54,054 Yes 180.00 day 25.00 /day 25.00 4,500 513.98 92,516

Aeration Basins / MBR Well Point DewateringSystem

1.00 ls 689 43,261.00 43,261 101,254.05 101,254 30,400.00 30,400 5,500.00 5,500 180,415.05 180,415

0301- MBR / AerationConcrete Equipment0301- MBR / AerationConcrete Equipment3995.100 100-Ton Crawler Crane 6 12.00 wk 01-Crane Crawl 100 480 40.00 40.00 hr/wk 3,818.80 45,826 7,450.80 89,410 No - - - - - - - - 11,269.60 135,2353995.100 40-Ton Hyrdaulic Crane 10 40.00 wk 01-Crane Hydro 40 1,600 40.00 40.00 hr/wk 3,818.80 152,752 4,618.00 184,720 No - - - - - - - - 8,436.80 337,4723995.100 Concrete Buggies 50 52.00 wk 01-Concr Eqp-Buggies - - 200.00 10,400 No - - - - - - - - 200.00 10,4003995.100 Concrete Vibrators 52 104.00 wk 01-Concr Eqp-Vibr - - 150.00 15,600 No - - - - - - - - 150.00 15,6003995.100 Air Compressors 54 52.00 wk 01-Air Comp 185 - - 566.00 29,432 No - - - - - - - - 566.00 29,4323995.100 Generators 56 52.00 wk 01-Generator 45 - - 750.80 39,042 No - - - - - - - - 750.80 39,042

MBR / AerationConcrete Equipment 12.00 mon

2,080 16,548.13 198,578 30,716.93 368,603 47,265.07 567,181

0301- Headworks Concrete Equipment0301- Headworks Concrete Equipment3995.100 100-Ton Crawler Crane 6 16.00 wk 01-Crane Crawl 100 640 40.00 40.00 hr/wk 3,818.80 61,101 7,450.80 119,213 No - - - - - - - - 11,269.60 180,3143995.100 Concrete Vibrators 52 32.00 wk 01-Concr Eqp-Vibr - - 150.00 4,800 No - - - - - - - - 150.00 4,8003995.100 Air Compressors 54 16.00 wk 01-Air Comp 185 - - 566.00 9,056 No - - - - - - - - 566.00 9,0563995.100 Generators 56 16.00 wk 01-Generator 45 - - 750.80 12,013 No - - - - - - - - 750.80 12,013

Headworks Concrete Equipment 1.00 ls 640 61,100.80 61,101 145,081.60 145,082 206,182.40 206,1820301- Reject Water Storage Tank (7MG)0301- Reject Water Storage Tank (7MG)

3000.990 Reject Water Storage Tank (7MG) -sub 1.00 ls - - - - No - - - - 1,736,000.00 1,736,000 - - 1,736,000.00 1,736,000

Reject Water Storage Tank (7MG) 1.00 ls 1,736,000.00 1,736,000 1,736,000.00 1,736,0000301- Reclaimed Water Tank (10MG)0301- Reclaimed Water Tank (10MG)

3000.990 Reclaimed Water Tank (10MG) -sub 1.00 ls - - - - No - - - - 2,540,000.00 2,540,000 - - 2,540,000.00 2,540,000

Reclaimed Water Tank (10MG) 1.00 ls 2,540,000.00 2,540,000 2,540,000.00 2,540,0000302- Continuous Footings0302- Continuous Footings

2310.120 Hand Trim Footings 37 1,350.00 sf 02-Site Grade Fine 34 0.03 0.03 mh/sf 1.57 2,121 - - No - - - - - - - - 1.57 2,1213100.102 Continuous Footing Forms < 12" 2 900.00 sf 03-Conc Forming 126 0.14 0.14 mh/sf 12.30 11,065 Yes 900.00 sf 0.40 /sf 0.40 360 - - - - 12.70 11,4253100.310 Strip & Oil Footing Forms 14 900.00 sf 06-Laborer 9 0.01 0.01 mh/sf 0.63 565 - - No - - - - - - - - 0.63 5653210.104 Footing Rebar 202 3.75 tn 03-Conc Rebar 38 10.00 10.00 mh/tn 678.30 2,544 - - Yes 5 3.94 tn 780.00 /tn 819.10 3,072 - - - - 1,497.41 5,6153310.100 4000 psi Concrete 40 50.00 cy - - - - Yes 5 52.50 cy 100.00 /cy 105.00 5,250 - - - - 105.00 5,2503310.150 Truck Place Wall Footings 1 50.00 cy 03-Conc Placement 20 0.40 0.40 mh/cy 26.24 1,312 - - No - - - - - - - - 26.24 1,3123350.110 Finish- Float 4 1,350.00 sf 03-Conc Finishing 14 0.01 0.01 mh/sf 0.78 1,047 - - Yes 1,350.00 sf 0.01 /sf 0.01 14 - - - - 0.79 1,061

Continuous Footings 50.00 cy 240 373.08 18,654 173.90 8,695 546.98 27,3490303-1 Continuous Footings with Pier Footings0303-1 Continuous Footings with Pier Footings

3000.110 Form/Place/Finish Footings, incl rebar/cmu dowels 3 150.00 cy 03-Conc Forming 900 6.00 6.00 mh/cy 526.91 79,036 No 3 150.00 cy 250.00 /cy 250.00 37,500 7.00 1,050 - - 783.91 117,586

Continuous Footings with Pier Footings 150.00 cy 900 526.91 79,036 250.00 37,500 7.00 1,050 783.91 117,5860322- Wall Concrete (Dimensional Takeoff)0322- Wall Concrete (Dimensional Takeoff)

3100.180 Panel Form System 16'-> *b 17 46,834.00 sf 03-Conc Forming 8,196 0.18 0.18 mh/sf 15.37 719,752 Yes 5 49,175.70 sf 1.80 /sf 1.89 88,516 - - - - 17.26 808,2683100.180 Job Built with Plyform 0-4' *c 4 6,830.00 sf 03-Conc Forming 1,694 0.25 0.25 mh/sf 21.78 148,750 Yes 5 7,171.50 sf 1.60 /sf 1.68 11,474 - - - - 23.46 160,2243100.180 Job Built with Plyform 4-8' *c 8 10,548.00 sf 03-Conc Forming 3,143 0.30 0.30 mh/sf 26.17 276,039 Yes 5 11,075.40 sf 1.70 /sf 1.79 18,828 - - - - 27.96 294,8673100.180 Job Built with Plyform 8-12' *c 12 9,666.00 sf 03-Conc Forming 1,924 0.20 0.20 mh/sf 17.48 168,921 Yes 5 10,149.30 sf 1.80 /sf 1.89 18,269 - - - - 19.37 187,1903100.180 Job Built with Plyform 16'-> *c 17 38,188.00 sf 03-Conc Forming 6,683 0.18 0.18 mh/sf 15.37 586,879 Yes 5 40,097.40 sf 2.00 /sf 2.10 80,195 - - - - 17.47 667,0743100.310 Strip & Oil Wall Forms *22 112,066.00 sf 06-Laborer 1,905 0.02 0.02 mh/sf 1.07 119,699 - - No - - - - - - - - 1.07 119,6993150.192 Wall Bulkhead Forms *2 3,572.00 sf 03-Conc Forming 1,536 0.43 0.43 mh/sf 37.76 134,885 Yes 5 3,750.60 sf 2.00 /sf 2.10 7,501 - - - - 39.86 142,3863150.198 Labor to Install Embedded Angle @ Top of Wall *12 1,049.00 lf 03-Conc Forming 140 7.50 7.50 lf/mh 11.71 12,283 - - Yes 5 1,101.45 lf 1.50 /lf 1.58 1,652 - - - - 13.28 13,9353150.620 Keyway 4" *4 2,619.00 lf 03-Conc Forming 52 0.02 0.02 mh/lf 1.76 4,600 Yes 5 2,749.95 lf 0.40 /lf 0.42 1,100 - - - - 2.18 5,7003150.620 Horizontal Wall Keyway 4" *24 4,495.00 lf 03-Conc Forming 112 0.03 0.03 mh/lf 2.20 9,869 Yes 5 4,719.75 lf 0.40 /lf 0.42 1,888 - - - - 2.62 11,7563150.620 Vertical Wall Keyway 4" *34 1,625.00 lf 03-Conc Forming 49 0.03 0.03 mh/lf 2.64 4,281 Yes 5 1,706.25 lf 0.40 /lf 0.42 683 - - - - 3.06 4,9643210.104 Wall Rebar *210 343.78 tn 03-Conc Rebar 6,876 20.00 20.00 mh/tn 1,356.60 466,372 - - Yes 5 360.97 tn 780.00 /tn 819.00 281,555 - - - - 2,175.60 747,9273310.100 4000 psi Concrete *40 3,744.82 cy - - - - Yes 5 3,932.06 cy 100.00 /cy 105.00 393,206 - - - - 105.00 393,2063310.260 Truck Place Walls 1 33.33 cy 03-Conc Placement 20 0.60 0.60 mh/cy 39.36 1,312 - - No - - - - - - - - 39.36 1,3123310.260 Pump Place Walls *3 3,711.48 cy 03-Conc Placement 3,051 0.82 0.82 mh/cy 53.93 200,144 - - No - - - - - - 10.00 37,115 63.93 237,2593350.110 Finish- Top of Wall & Curb *20 6,692.50 sf 03-Conc Finishing 67 0.01 0.01 mh/sf 0.78 5,191 - - No - - - - - - - - 0.78 5,1913350.130 Grind/Patch Walls *2 112,066.00 sf 06-Laborer 2,802 0.03 0.03 mh/sf 1.57 176,028 - - Yes 112,066.00 sf 0.02 /sf 0.02 2,241 - - - - 1.59 178,2693350.140 Rub Walls 2 3,393.00 sf 06-Laborer 254 0.08 0.08 mh/sf 4.71 15,989 - - Yes 3,393.00 sf 0.20 /sf 0.20 679 - - - - 4.91 16,6673350.150 Sandblast CJ's *3 6,692.50 sf 06-Laborer 335 0.05 0.05 mh/sf 3.14 21,024 Yes 6,692.50 sf 0.25 /sf 0.25 1,673 - - - - 3.39 22,6983390.170 Liquid Curing Compounds *2 112,066.00 sf 06-Laborer 336 0.00 0.00 mh/sf 0.19 21,123 - - Yes 5 117,669.30 sf 0.03 /sf 0.03 2,942 - - - - 0.22 24,0653510.610 Waterstop 6" Bulb *106 4,529.00 lf 06-Laborer 91 0.02 0.02 mh/lf 1.26 5,691 - - Yes 5 4,755.45 lf 6.25 /lf 6.56 29,722 - - - - 7.82 35,4133510.610 Waterstop 9" Bulb *109 1,209.00 lf 06-Laborer 36 0.03 0.03 mh/lf 1.89 2,279 - - Yes 5 1,269.45 lf 7.50 /lf 7.88 9,521 - - - - 9.76 11,800

Wall Concrete (Dimensional Takeoff) 3,744.82 cy 39,301 828.11 3,101,110 254.12 951,644 9.91 37,115 1,092.14 4,089,8680322- Wall Concrete (Dimensional Takeoff)0322- Wall Concrete (Dimensional Takeoff)

7110.100 Sprayed On Bituminous Damproofing 15 15,000.00 sf 07-Insul\Waterprof 225 0.02 0.02 mh/sf 1.08 16,252 - - Yes 7 16,050.00 sf 0.60 /sf 0.64 9,630 - - - - 1.73 25,882

Wall Concrete (Dimensional Takeoff) 15,000.00 sf 225 1.08 16,252 0.64 9,630 1.73 25,8820326- Rectangle Column Concrete0326- Rectangle Column Concrete

3100.110 Form Rectangle Columns 16 -20' 20 5,760.00 sf 03-Conc Forming 1,220 0.21 0.21 mh/sf 18.60 107,115 Yes 5 6,048.00 sf 1.50 /sf 1.58 9,072 - - - - 20.17 116,1873100.310 Strip & Oil Column Forms 4 5,760.00 sf 06-Laborer 68 0.01 0.01 mh/sf 0.74 4,256 - - No - - - - - - - - 0.74 4,2563150.625 Chamfer 1" 10 2,880.00 lf 03-Conc Forming 50 0.02 0.02 mh/lf 1.54 4,434 Yes 5 3,024.00 lf 0.20 /lf 0.21 605 - - - - 1.75 5,0383210.104 Column Rebar 206 9.33 tn 03-Conc Rebar 110 11.76 11.76 mh/tn 798.00 7,449 - - Yes 5 9.80 tn 780.00 /tn 819.03 7,645 - - - - 1,617.03 15,0933310.100 4000 psi Concrete 40 106.67 cy - - - - Yes 5 112.00 cy 100.00 /cy 105.00 11,200 - - - - 105.00 11,2003310.270 Pump Place Piers & Columns 3 106.67 cy 03-Conc Placement 69 0.65 0.65 mh/cy 42.45 4,528 - - No - - - - - - 10.00 1,067 52.45 5,5953350.130 Grind/Patch Columns 4 5,760.00 sf 06-Laborer 173 0.03 0.03 mh/sf 1.89 10,857 - - Yes 5,760.00 sf 0.02 /sf 0.02 115 - - - - 1.91 10,9723390.170 Liquid Curing Compounds 2 5,760.00 sf 06-Laborer 17 0.00 0.00 mh/sf 0.19 1,086 - - Yes 5 6,048.00 sf 0.03 /sf 0.03 151 - - - - 0.22 1,237

Rectangle Column Concrete 106.67 cy 1,707 1,309.92 139,724 269.89 28,788 10.00 1,067 1,589.81 169,5780330- Upper Floor Structural0330- Upper Floor Structural

3000.135 Topping Slab, 2" thick 4 110.00 cy 03-Conc Forming 1,100 10.00 10.00 mh/cy 878.18 96,600 - - No 110.00 cy 250.00 /cy 250.00 27,500 20.00 2,200 - - 1,148.18 126,3003410.130 PC Hollow Core Planks 8", grouted, w/embeds 80 14,000.00 sf 03-Conc Precast 350 0.03 0.03 mh/sf 2.39 33,411 0.98 13,691 Yes 14,000.00 sf 11.00 /sf 11.00 154,000 - - - - 14.36 201,102


15

Sample Project Page 8Labor Productivity Detail Report (Assembly) 5/15/2008 7:05 PM

Assembly/DB Level 2

Spreadsheet LevelDB

Level3


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EquipCost/Unit

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Sub Cost/UnitSub

AmountOther

Cost/UnitOther


15A-c Grit System15A-c Grit System15203.002 DI Flg x Flg Pipe 4" x 15' CL-53 415 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 - - 233.00 lb/ea No 466.00 lb 2.60 /lb 605.80 1,212 - - - - 968.90 1,93815203.002 DI Flg x Flg Pipe 4" x 18' CL-53 418 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 - - 274.40 lb/ea No 548.80 lb 2.60 /lb 713.44 1,427 - - - - 1,076.54 2,15315203.002 DI Flg x Flg Pipe 6" x 1' CL-53 601 8.00 ea 15-PipeCrew 24 3.00 3.00 mh/ea 272.33 2,179 - - 55.40 lb/ea No 443.20 lb 2.60 /lb 144.04 1,152 - - - - 416.37 3,33115203.002 DI Flg x Flg Pipe 6" x 3' CL-53 603 4.00 ea 15-PipeCrew 12 3.00 3.00 mh/ea 272.33 1,089 - - 98.20 lb/ea No 392.80 lb 2.60 /lb 255.32 1,021 - - - - 527.65 2,11115203.002 DI Flg x Flg Pipe 6" x 4' CL-53 604 4.00 ea 15-PipeCrew 12 3.00 3.00 mh/ea 272.33 1,089 - - 119.60 lb/ea No 478.40 lb 2.60 /lb 310.96 1,244 - - - - 583.29 2,33315203.002 DI Flg x Flg Pipe 6" x 7' CL-53 607 2.00 ea 15-PipeCrew 14 7.00 7.00 mh/ea 635.43 1,271 - - 183.80 lb/ea No 367.60 lb 2.60 /lb 477.88 956 - - - - 1,113.31 2,22715203.002 DI Flg x Flg Pipe 6" x 18' CL-53 618 2.00 ea 15-PipeCrew 14 7.00 7.00 mh/ea 635.43 1,271 - - 419.20 lb/ea No 838.40 lb 2.60 /lb 1,089.92 2,180 - - - - 1,725.35 3,45115203.014 DI Flanged 90 SR ell 4" 4 5.00 ea 15-PipeCrew 13 2.50 2.50 mh/ea 226.94 1,135 - - 50.00 lb/ea No 250.00 lb 2.90 /lb 145.00 725 - - - - 371.94 1,86015203.014 DI Flanged 90 SR ell 6" 6 6.00 ea 15-PipeCrew 18 3.00 3.00 mh/ea 272.33 1,634 - - 80.00 lb/ea No 480.00 lb 2.90 /lb 232.00 1,392 - - - - 504.33 3,02615203.030 DI Flanged Con Red 6x4" 604 2.00 ea 15-PipeCrew 6 3.00 3.00 mh/ea 272.33 545 - - 45.00 lb/ea No 90.00 lb 2.60 /lb 117.00 234 - - - - 389.33 77915203.065 DI Flg x Flg Wall Pipe 4" x 2' CL53 582 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 - - No 2.00 ea 348.40 /ea 348.40 697 - - - - 711.50 1,42315203.065 DI Flg x Flg Wall Pipe 6" x 2' CL53 1136 3.00 ea 15-PipeCrew 15 5.00 5.00 mh/ea 453.88 1,362 - - No 3.00 ea 403.00 /ea 403.00 1,209 - - - - 856.88 2,57115203.091 DI Flat Blind Flange 4" 4 2.00 ea 15-PipeCrew 5 2.50 2.50 mh/ea 226.94 454 - - 10.00 lb/ea No 20.00 lb 2.60 /lb 26.00 52 - - - - 252.94 50615241.211 Dresser Flanged Coupling Adapter 4" 20 3.00 ea 15-PipeCrew 4 1.20 1.20 mh/ea 108.93 327 - - No 3.00 ea 67.00 /ea 67.00 201 - - - - 175.93 52815241.211 Dresser Flanged Coupling Adapter 6" 25 3.00 ea 15-PipeCrew 5 1.50 1.50 mh/ea 136.16 408 - - No 3.00 ea 85.00 /ea 85.00 255 - - - - 221.16 663

Grit System 217.35 lf 322 134.65 29,266 0.41 90 117.70 25,582 252.76 54,93815A-c PD System15A-c PD System

15120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 8 a 80 15.00 ea 15-PipeCrew 15 1.00 1.00 mh/ea 90.78 1,362 - - No 15.00 ea 49.40 /ea 49.40 741 - - - - 140.18 2,10315203.002 DI Flg x Flg Pipe 8" x 4' CL-53 804 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 - - 174.40 lb/ea No 348.80 lb 2.60 /lb 453.44 907 - - - - 816.54 1,63315203.002 DI Flg x Flg Pipe 8" x 6' CL-53 806 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 - - 234.60 lb/ea No 469.20 lb 2.60 /lb 609.96 1,220 - - - - 973.06 1,94615203.002 DI Flg x Flg Pipe 8" x 8' CL-53 808 3.00 ea 15-PipeCrew 24 8.00 8.00 mh/ea 726.20 2,179 - - 294.80 lb/ea No 884.40 lb 2.60 /lb 766.48 2,299 - - - - 1,492.68 4,47815203.002 DI Flg x Flg Pipe 8" x 18' CL-53 818 1.00 ea 15-PipeCrew 8 8.00 8.00 mh/ea 726.20 726 - - 595.80 lb/ea No 595.80 lb 2.60 /lb 1,549.08 1,549 - - - - 2,275.28 2,27515203.014 DI Flanged 90 SR ell 8" 8 4.00 ea 15-PipeCrew 16 4.00 4.00 mh/ea 363.10 1,452 - - 140.00 lb/ea No 560.00 lb 2.90 /lb 406.00 1,624 - - - - 769.10 3,07615203.065 DI Flg x Flg Wall Pipe 8" x 2' CL53 1690 1.00 ea 15-PipeCrew 6 6.00 6.00 mh/ea 544.65 545 - - No 1.00 ea 496.60 /ea 496.60 497 - - - - 1,041.25 1,04115203.091 DI Flat Blind Flange 8" 8 1.00 ea 15-PipeCrew 4 4.00 4.00 mh/ea 363.10 363 - - 80.00 lb/ea No 80.00 lb 2.60 /lb 208.00 208 - - - - 571.10 571

PD System 65.10 lf 89 124.10 8,079 138.94 9,045 263.04 17,12415A-c Scum System-Glass Lined15A-c Scum System-Glass Lined

11295.110 Flg Plug Valve 6", V-30-852,862,854,864,865 +3 6 8.00 ea 15-PipeCrew 40 5.00 5.00 mh/ea 453.88 3,631 7.50 60 No 8.00 ea 500.00 /ea 500.00 4,000 - - - - 961.38 7,69111295.120 Swing Check Valve 6",V-30-813/853 06 2.00 ea 15-PipeCrew 10 5.00 5.00 mh/ea 453.88 908 5.00 10 No 2.00 ea 1,800.00 /ea 1,800.00 3,600 - - - - 2,258.88 4,51815000.001 Pressure Gauge & Switch Assembly 005 3.00 ea 15-PipeCrew 24 7.96 7.96 mh/ea 722.57 2,168 - - No 3.00 ea 235.87 /ea 235.87 708 - - 958.44 2,87515000.001 Air/Vacuum Release Assembly- 3" & Smaller 010 2.00 ea 15-PipeCrew 40 20.19 20.19 mh/ea 1,832.75 3,665 - - No 2.00 ea 1,427.94 /ea 1,427.94 2,856 - - - - 3,260.69 6,52115120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 4 a 40 3.00 ea 15-PipeCrew 3 0.85 0.85 mh/ea 77.16 231 - - No 3.00 ea 27.84 /ea 27.84 84 - - - - 105.00 31515120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 6 a 60 30.00 ea 15-PipeCrew 30 1.00 1.00 mh/ea 90.78 2,723 - - No 30.00 ea 35.69 /ea 35.69 1,071 - - - - 126.47 3,79415203.002 DI Flg x Flg Pipe 4" x 2' CL-53 402 7.00 ea 15-PipeCrew 18 2.50 2.50 mh/ea 226.94 1,589 - - 53.60 lb/ea No 375.20 lb 2.60 /lb 139.36 976 - - - - 366.30 2,56415203.002 DI Flg x Flg Pipe 6" x 2' CL-53 602 2.00 ea 15-PipeCrew 6 3.00 3.00 mh/ea 272.33 545 - - 76.80 lb/ea No 153.60 lb 2.60 /lb 199.68 399 - - - - 472.01 94415203.002 DI Flg x Flg Pipe 6" x 4' CL-53 604 2.00 ea 15-PipeCrew 6 3.00 3.00 mh/ea 272.33 545 - - 119.60 lb/ea No 239.20 lb 2.60 /lb 310.96 622 - - - - 583.29 1,16715203.002 DI Flg x Flg Pipe 6" x 6' CL-53 606 2.00 ea 15-PipeCrew 6 3.00 3.00 mh/ea 272.33 545 - - 162.40 lb/ea No 324.80 lb 2.60 /lb 422.24 844 - - - - 694.57 1,38915203.002 DI Flg x Flg Pipe 6" x 8' CL-53 608 2.00 ea 15-PipeCrew 14 7.00 7.00 mh/ea 635.43 1,271 - - 205.20 lb/ea No 410.40 lb 2.60 /lb 533.52 1,067 - - - - 1,168.95 2,33815203.002 DI Flg x Flg Pipe 6" x 12' CL-53 612 2.00 ea 15-PipeCrew 14 7.00 7.00 mh/ea 635.43 1,271 - - 290.80 lb/ea No 581.60 lb 2.60 /lb 756.08 1,512 - - - - 1,391.51 2,78315203.014 DI Flanged 90 SR ell 6" 6 9.00 ea 15-PipeCrew 27 3.00 3.00 mh/ea 272.33 2,451 - - 80.00 lb/ea No 720.00 lb 2.90 /lb 232.00 2,088 - - - - 504.33 4,53915203.030 DI Flanged Con Red 6x4" 604 2.00 ea 15-PipeCrew 6 3.00 3.00 mh/ea 272.33 545 - - 45.00 lb/ea No 90.00 lb 2.60 /lb 117.00 234 - - - - 389.33 77915203.065 DI Flg x Flg Wall Pipe 6" x 2' CL53 1136 5.00 ea 15-PipeCrew 25 5.00 5.00 mh/ea 453.88 2,269 - - No 5.00 ea 403.00 /ea 403.00 2,015 - - - - 856.88 4,28415241.211 Dresser Flanged Coupling Adapter 4" 20 2.00 ea 15-PipeCrew 2 1.20 1.20 mh/ea 108.93 218 - - No 2.00 ea 67.00 /ea 67.00 134 - - - - 175.93 352

Scum System-Glass Lined 71.40 lf 271 344.17 24,574 0.98 70 311.05 22,209 656.20 46,85315A-c Activate Sludge Basins 1 & 215A-c Activate Sludge Basins 1 & 2

11295.120 Swing Check Valve 20", CSRWRF-V-40-132,133,232 , 233 20 4.00 ea 15-PipeCrew 64 16.00 16.00 mh/ea 1,452.40 5,810 7.50 30 No 4.00 ea 9,500.00 /ea 9,500.00 38,000 - - - - 10,959.90 43,84011295.120 Swing Check Valve 24", CSRWRF-V-40-151,152,251,252 24 4.00 ea 15-PipeCrew 76 19.00 19.00 mh/ea 1,724.73 6,899 7.50 30 No 4.00 ea 14,500.00 /ea 14,500.00 58,000 - - - - 16,232.23 64,92915060.036 Floor Stand Assembly-Galv with U-bolt 20 x 2' 607 16.00 ea 15-PipeCrew 144 9.00 9.00 mh/ea 816.98 13,072 2.50 40 No 16.00 ea 635.00 /ea 635.00 10,160 - - - - 1,454.48 23,27215060.036 Floor Stand Assembly-Galv with U-bolt 24 x 2' 623 40.00 ea 15-PipeCrew 440 11.00 11.00 mh/ea 998.53 39,941 2.50 100 No 40.00 ea 700.00 /ea 700.00 28,000 - - - - 1,701.03 68,04115120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 20 a200 31.00 ea 15-PipeCrew 127 4.10 4.10 mh/ea 372.18 11,538 - - No 31.00 ea 251.74 /ea 251.74 7,804 - - - - 623.92 19,34115120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 24 a201 43.00 ea 15-PipeCrew 200 4.65 4.65 mh/ea 422.10 18,150 - - No 43.00 ea 350.55 /ea 350.55 15,074 - - - - 772.65 33,22415203.002 DI Flg x Flg Pipe 20" x 4' CL-53 2004 8.00 ea 15-PipeCrew 80 10.00 10.00 mh/ea 907.75 7,262 - - 590.00 lb/ea No 4,720.00 lb 2.60 /lb 1,534.00 12,272 - - - - 2,441.75 19,53415203.002 DI Flg x Flg Pipe 20" x 8' CL-53 2008 2.00 ea 15-PipeCrew 30 15.00 15.00 mh/ea 1,361.63 2,723 - - 956.00 lb/ea No 1,912.00 lb 2.60 /lb 2,485.60 4,971 - - - - 3,847.23 7,69415203.002 DI Flg x Flg Pipe 20" x 18' CL-53 2018 8.00 ea 15-PipeCrew 120 15.00 15.00 mh/ea 1,361.63 10,893 - - 1,871.00 lb/ea No 14,968.00 lb 2.60 /lb 4,864.60 38,917 - - - - 6,226.23 49,81015203.002 DI Flg x Flg Pipe 24" x 4' CL-53 2404 8.00 ea 15-PipeCrew 88 11.00 11.00 mh/ea 998.53 7,988 - - 767.60 lb/ea No 6,140.80 lb 2.60 /lb 1,995.76 15,966 - - - - 2,994.29 23,95415203.002 DI Flg x Flg Pipe 24" x 8' CL-53 2408 2.00 ea 15-PipeCrew 32 16.00 16.00 mh/ea 1,452.40 2,905 - - 1,225.20 lb/ea No 2,450.40 lb 2.60 /lb 3,185.52 6,371 - - - - 4,637.92 9,27615203.002 DI Flg x Flg Pipe 24" x 18' CL-53 2418 20.00 ea 15-PipeCrew 320 16.00 16.00 mh/ea 1,452.40 29,048 - - 2,369.20 lb/ea No 47,384.00 lb 2.60 /lb 6,159.92 123,198 - - - - 7,612.32 152,24615203.014 DI Flanged 90 SR ell 20" 20 4.00 ea 15-PipeCrew 44 11.00 11.00 mh/ea 998.53 3,994 - - 810.00 lb/ea No 3,240.00 lb 2.90 /lb 2,349.00 9,396 - - - - 3,347.53 13,39015203.014 DI Flanged 90 SR ell 24" 24 4.00 ea 15-PipeCrew 48 12.00 12.00 mh/ea 1,089.30 4,357 - - 1,240.00 lb/ea No 4,960.00 lb 2.90 /lb 3,596.00 14,384 - - - - 4,685.30 18,74115203.065 DI Flg x Flg Wall Pipe 20" x 2' CL53 5014 2.00 ea 15-PipeCrew 22 11.00 11.00 mh/ea 998.53 1,997 - - No 2.00 ea 1,267.50 /ea 1,267.50 2,535 - - - - 2,266.03 4,53215203.065 DI Flg x Flg Wall Pipe 24" x 2' CL53 5568 2.00 ea 15-PipeCrew 24 12.00 12.00 mh/ea 1,089.30 2,179 - - No 2.00 ea 1,652.30 /ea 1,652.30 3,305 - - - - 2,741.60 5,483

Activate Sludge Basins 1 & 2 630.00 lf 1,859 267.87 168,755 0.32 200 616.43 388,353 884.62 557,30815A-c Sub Pmps Alternate B15A-c Sub Pmps Alternate B

11210.150 Submersible Pump w/ Rails & Ell Ftg 76-100 hp 55 6.00 ea 15-PipeCrew 336 56.00 56.00 mh/ea 5,083.40 30,500 15.00 90 Yes 6.00 ea 11,000.00 /ea 11,000.00 66,000 - - - - 16,098.40 96,59011286.001 Gate Valve - Lvr/HW - 10" 25 6.00 ea 15-PipeCrew 48 8.00 8.00 mh/ea 726.20 4,357 5.00 30 No 6.00 ea 2,100.00 /ea 2,100.00 12,600 - - - - 2,831.20 16,98711295.120 Swing Check Valve 10" 10 6.00 ea 15-PipeCrew 48 8.00 8.00 mh/ea 726.20 4,357 5.00 30 No 6.00 ea 2,800.00 /ea 2,800.00 16,800 - - - - 3,531.20 21,18715060.036 Floor Stand Assembly-Galv with U-bolt 10 x 2' 527 42.00 ea 15-PipeCrew 294 7.00 7.00 mh/ea 635.43 26,688 5.00 210 No 42.00 ea 412.00 /ea 412.00 17,304 - - - - 1,052.43 44,20215120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 10 a100 97.00 ea 15-PipeCrew 175 1.80 1.80 mh/ea 163.40 15,849 - - No 97.00 ea 78.68 /ea 78.68 7,632 - - - - 242.08 23,48115203.002 DI Flg x Flg Pipe 10" x 2' CL-53 1002 20.00 ea 15-PipeCrew 80 4.00 4.00 mh/ea 363.10 7,262 - - 154.40 lb/ea No 3,088.00 lb 2.60 /lb 401.44 8,029 - - - - 764.54 15,29115203.002 DI Flg x Flg Pipe 10" x 5' CL-53 1005 12.00 ea 15-PipeCrew 48 4.00 4.00 mh/ea 363.10 4,357 - - 272.00 lb/ea No 3,264.00 lb 2.60 /lb 707.20 8,486 - - - - 1,070.30 12,84415203.002 DI Flg x Flg Pipe 10" x 8' CL-53 1008 4.00 ea 15-PipeCrew 36 9.00 9.00 mh/ea 816.98 3,268 - - 389.60 lb/ea No 1,558.40 lb 2.60 /lb 1,012.96 4,052 - - - - 1,829.94 7,32015203.002 DI Flg x Flg Pipe 10" x 18' CL-53 1018 24.00 ea 15-PipeCrew 216 9.00 9.00 mh/ea 816.98 19,607 - - 781.60 lb/ea No 18,758.40 lb 2.60 /lb 2,032.16 48,772 - - - - 2,849.14 68,37915203.014 DI Flanged 90 SR ell 10" 10 6.00 ea 15-PipeCrew 30 5.00 5.00 mh/ea 453.88 2,723 - - 215.00 lb/ea No 1,290.00 lb 2.90 /lb 623.50 3,741 - - - - 1,077.38 6,46415203.065 DI Flg x Flg Wall Pipe 10" x 2' CL53 2244 6.00 ea 15-PipeCrew 48 8.00 8.00 mh/ea 726.20 4,357 - - No 6.00 ea 604.50 /ea 604.50 3,627 - - - - 1,330.70 7,984

Sub Pmps Alternate B 592.20 lf 1,359 208.25 123,327 0.61 360 332.73 197,043 541.59 320,73015A-c Final Eff Piping15A-c Final Eff Piping

11286.003 Butterfly Valve - Lvr/HW - 8" 20 3.00 ea 15-PipeCrew 18 6.00 6.00 mh/ea 544.65 1,634 5.00 15 No 3.00 ea 850.00 /ea 850.00 2,550 - - - - 1,399.65 4,19911295.120 Swing Check Valve 8" 08 3.00 ea 15-PipeCrew 18 6.00 6.00 mh/ea 544.65 1,634 5.00 15 No 3.00 ea 2,100.00 /ea 2,100.00 6,300 - - - - 2,649.65 7,94915000.001 Pressure Gauge & Switch Assembly 005 3.00 ea 15-PipeCrew 24 7.96 7.96 mh/ea 722.57 2,168 - - No 3.00 ea 235.87 /ea 235.87 708 - - 958.44 2,87515000.001 8" Mag Meters FE-150/160 ---- 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 726 20.00 40 Yes 2.00 ea 8,000.00 /ea 8,000.00 16,000 - - - - 8,383.10 16,76615120.002 Bolt, Nut & Gasket Set ANSI C110/AWWA A21.10-150# 8 a 80 22.00 ea 15-PipeCrew 22 1.00 1.00 mh/ea 90.78 1,997 - - No 22.00 ea 49.40 /ea 49.40 1,087 - - - - 140.18 3,08415120.202 54" Mag Meter Flgd, FE-101 60 1.00 ea 15-PipeCrew 40 40.00 40.00 mh/ea 3,631.00 3,631 30.00 30 No 1.00 ea 55,565.00 /ea 55,565.00 55,565 - - - - 59,226.00 59,22615203.002 DI Flg x Flg Pipe 8" x 1' CL-53 801 6.00 ea 15-PipeCrew 24 4.00 4.00 mh/ea 363.10 2,179 - - 84.10 lb/ea No 504.60 lb 2.60 /lb 218.66 1,312 - - - - 581.76 3,491

16


Sample Project Page 27Labor Productivity Detail Report (Assembly) 5/15/2008 7:05 PM

Estimate Totals








Total 142,799,922



17

Attachment 4-1F Labor Productivity Detail Report (Item) Sample Project Page 1Labor Productivity Detail Report (Item) 5/15/2008 7:03 PM

DBLevel

3Spreadsheet Level Takeoff Quantity % Crew

LaborMan Hrs

BaseProduc-

tivity

Produc-tivity Adj


LaborCost/Unit

Labor PriceLabor Rate

TableLabor

AmountMaterial Conv

FactorMaterial

Cost/UnitMaterial Quantity Material Price

MatlWaste

MatlTax

MaterialAmount

Sub Cost/UnitSub

AmountEquip

Cost/UnitEquip

AmountOther

Cost/UnitOthTax

OtherAmount

Total Cost/Unit Total Amount

100.100 Project Management100.100 Project Management21 Project Executive 104.00 wk NYC-01-Proj Exec 4,160 4,625.20 4,625.20 /wk CD-NYC1 481,021 - - - No No - - - - - - No - 4,625.20 481,02122 Project Manager 104.00 wk NYC-01-Proj Manager 4,160 4,500.00 4,500.00 /wk CD-NYC1 468,000 - - - No No - - - - - - No - 4,500.00 468,00023 Assistant Project Manager 104.00 wk NYC-01-Assistant PM 4,160 4,000.00 4,000.00 /wk CD-NYC1 416,000 - - - No No - - - - - - No - 4,000.00 416,00024 Construction Manager 104.00 wk NYC-01-Const Mgr 4,160 4,000.00 4,000.00 /wk CD-NYC1 416,000 - - - No No - - - - - - No - 4,000.00 416,00025 Assistant Construction Manager 104.00 wk NYC-01-Assistant CM 4,160 3,800.00 3,800.00 /wk CD-NYC1 395,200 - - - No No - - - - - - No - 3,800.00 395,20029 Risk Manager 52.00 wk NYC-01-Risk Manager 2,080 3,600.00 3,600.00 /wk CD-NYC1 187,200 - - - No No - - - - - - No - 3,600.00 187,200

Project Management 22,880 2,363,421 2,363,421100.110 Field Engineering100.110 Field Engineering

21 Senior Project Engineer 104.00 wk NYC-01-Senior PE 4,160 2,887.60 2,887.60 /wk CD-NYC1 300,310 - - - No No - - - - - - No - 2,887.60 300,31022 Project Engineer 104.00 wk NYC-01-Project Eng 4,160 3,150.00 3,150.00 /wk CD-NYC1 327,600 - - - No No - - - - - - No - 3,150.00 327,60023 Field Engineer 104.00 wk NYC-01-Field Eng 4,160 2,100.00 2,100.00 /wk CD-NYC1 218,400 - - - No No - - - - - - No - 2,100.00 218,40024 Detailer/Draftsman 52.00 wk NYC-01-Draftsman 2,080 2,450.00 2,450.00 /wk CD-NYC1 127,400 - - - No No - - - - - - No - 2,450.00 127,40025 Geotechnical Engineer 26.00 wk NYC-01-Geotech Eng 1,040 3,360.00 3,360.00 /wk CD-NYC1 87,360 - - - No No - - - - - - No - 3,360.00 87,36026 Civil Engineer 78.00 wk NYC-01-Civil Eng 3,120 3,360.00 3,360.00 /wk CD-NYC1 262,080 - - - No No - - - - - - No - 3,360.00 262,08027 Structural Engineer 52.00 wk NYC-01-Struct Eng 2,080 3,360.00 3,360.00 /wk CD-NYC1 174,720 - - - No No - - - - - - No - 3,360.00 174,72028 Mechanical Engineer 104.00 wk NYC-01-Mech

Engineer4,160 3,360.00 3,360.00 /wk CD-NYC1 349,440 - - - No No - - - - - - No - 3,360.00 349,440

29 Electrical - I & C Engineer 52.00 wk NYC-01-Elect I&C Eng 2,080 3,360.00 3,360.00 /wk CD-NYC1 174,720 - - - No No - - - - - - No - 3,360.00 174,720 Field Engineering 27,040 2,022,030 2,022,030

100.115 Surveying100.115 Surveying21 Survey Crew Chief 32.00 wk NYC-01-Survey Chief 1,280 3,150.00 3,150.00 /wk CD-NYC1 100,800 - - - No No - - - - - - No - 3,150.00 100,80022 Survey Crew 32.00 wk NYC-01-Survey Crew 1,280 4,200.00 4,200.00 /wk CD-NYC1 134,400 - - - No No - - - - - - No - 4,200.00 134,400

Surveying 2,560 235,200 235,200100.120 Field Supervisory Staff100.120 Field Supervisory Staff

21 General Superintendent 104.00 wk NYC-01-General Super 4,160 3,430.00 3,430.00 /wk CD-NYC1 356,720 - - - No No - - - - - - No - 3,430.00 356,72022 Project (or Area) Superintendent 104.00 wk NYC-01-Project Super 4,160 3,280.00 3,280.00 /wk CD-NYC1 341,120 - - - No No - - - - - - No - 3,280.00 341,12023 Assistant Project Superintendent 104.00 wk NYC-01-Asst Proj Sup 4,160 3,115.20 3,115.20 /wk CD-NYC1 323,981 - - - No No - - - - - - No - 3,115.20 323,98124 Civil Superintendent 96.00 wk NYC-01-Civil Super 3,840 2,975.20 2,975.20 /wk CD-NYC1 285,619 - - - No No - - - - - - No - 2,975.20 285,61925 Concrete Superintendent 78.00 wk NYC-01-Conc Super 3,120 2,975.20 2,975.20 /wk CD-NYC1 232,066 - - - No No - - - - - - No - 2,975.20 232,06626 Mechanical Superintendent 96.00 wk NYC-01-Mech Super 3,840 3,237.60 3,237.60 /wk CD-NYC1 310,810 - - - No No - - - - - - No - 3,237.60 310,81027 Electrical - I & C Superintendent 52.00 wk NYC-01-Elect Super 2,080 3,237.60 3,237.60 /wk CD-NYC1 168,355 - - - No No - - - - - - No - 3,237.60 168,355

Field Supervisory Staff 25,360 2,018,670 2,018,670100.125 Operations100.125 Operations

31 Lead Operator 16.00 wk NYC-01-Lead Operator 640 2,800.00 2,800.00 /wk CD-NYC1 44,800 - - - No No - - - - - - No - 2,800.00 44,80032 Operator 16.00 wk NYC-01-Operator 640 2,450.00 2,450.00 /wk CD-NYC1 39,200 - - - No No - - - - - - No - 2,450.00 39,200

Operations 1,280 84,000 84,000100.130 Project Controls100.130 Project Controls

21 Project Controls Engineer 104.00 wk NYC-01-Proj Cntl Eng 4,160 2,450.00 2,450.00 /wk CD-NYC1 254,800 - - - No No - - - - - - No - 2,450.00 254,80022 Project Scheduler 104.00 wk NYC-01-Proj Sched 4,160 2,450.00 2,450.00 /wk CD-NYC1 254,800 - - - No No - - - - - - No - 2,450.00 254,80023 Document Control Engineer 104.00 wk NYC-01-Doc Cntrl Eng 4,160 2,362.40 2,362.40 /wk CD-NYC1 245,690 - - - No No - - - - - - No - 2,362.40 245,690

Project Controls 12,480 755,290 755,290100.135 Project Accounting Staff100.135 Project Accounting Staff

21 Project Accounting 104.00 wk NYC-01-Proj Account 4,160 2,257.60 2,257.60 /wk CD-NYC1 234,790 - - - No No - - - - - - No - 2,257.60 234,790 Project Accounting Staff 4,160 234,790 234,790

100.140 Project Safety Personnel100.140 Project Safety Personnel21 Safety Manager 104.00 wk NYC-01-Safety Mgr 4,160 3,325.20 3,325.20 /wk CD-NYC1 345,821 - - - No No - - - - - - No - 3,325.20 345,82122 Assistant Safety Manager 104.00 wk NYC-01-Asst Safety 4,160 2,625.20 2,625.20 /wk CD-NYC1 273,021 - - - No No - - - - - - No - 2,625.20 273,021

Project Safety Personnel 8,320 618,842 618,842100.150 Project Admin Staff100.150 Project Admin Staff

21 Office Manager 104.00 wk NYC-01-Office Mgr 4,160 2,625.20 2,625.20 /wk CD-NYC1 273,021 - - - No No - - - - - - No - 2,625.20 273,02122 Project Coordinator 104.00 wk NYC-01-Proj Coord 4,160 2,625.20 2,625.20 /wk CD-NYC1 273,021 - - - No No - - - - - - No - 2,625.20 273,02123 Project Secretary 104.00 wk NYC-01-Proj Sec 4,160 1,750.00 1,750.00 /wk CD-NYC1 182,000 - - - No No - - - - - - No - 1,750.00 182,00024 Time Keeper 104.00 wk NYC-01-Time Keeper 4,160 1,137.60 1,137.60 /wk CD-NYC1 118,310 - - - No No - - - - - - No - 1,137.60 118,31025 Runner 104.00 wk NYC-01-Runner 4,160 1,400.00 1,400.00 /wk CD-NYC1 145,600 - - - No No - - - - - - No - 1,400.00 145,600

Project Admin Staff 20,800 991,952 991,952100.160 Quality Control Staff100.160 Quality Control Staff

21 QA Manager 96.00 wk NYC-01-QA Manager 3,840 3,062.40 3,062.40 /wk CD-NYC1 293,990 - - - No No - - - - - - No - 3,062.40 293,99022 QA Inspector 96.00 wk NYC-01-QA Inspector 3,840 2,712.80 2,712.80 /wk CD-NYC1 260,429 - - - No No - - - - - - No - 2,712.80 260,42923 Civil Inspector 96.00 wk NYC-01-Civil Inspect 3,840 2,450.00 2,450.00 /wk CD-NYC1 235,200 - - - No No - - - - - - No - 2,450.00 235,20024 Mechanical Inspector 96.00 wk NYC-01-Mech Inspect 3,840 2,800.00 2,800.00 /wk CD-NYC1 268,800 - - - No No - - - - - - No - 2,800.00 268,80025 Concrete Inspector 78.00 wk NYC-01-Conc Inspect 3,120 2,450.00 2,450.00 /wk CD-NYC1 191,100 - - - No No - - - - - - No - 2,450.00 191,10026 Building Inspector 52.00 wk NYC-01-Building Insp 2,080 2,450.00 2,450.00 /wk CD-NYC1 127,400 - - - No No - - - - - - No - 2,450.00 127,40027 Electrical Inspector 52.00 wk NYC-01-Elect Inspect 2,080 2,800.00 2,800.00 /wk CD-NYC1 145,600 - - - No No - - - - - - No - 2,800.00 145,60029 Construction Materials Technician 78.00 wk NYC-01-Materials Tec 3,120 1,750.00 1,750.00 /wk CD-NYC1 136,500 - - - No No - - - - - - No - 1,750.00 136,500

Quality Control Staff 25,760 1,659,019 1,659,019100.170 Estimating100.170 Estimating

21 Chief Estimator 10.00 wk NYC-01-Chief Est 400 4,025.20 4,025.20 /wk CD-NYC1 40,252 - - - No No - - - - - - No - 4,025.20 40,25222 Lead Estimator 10.00 wk NYC-01-Lead Est 400 3,675.20 3,675.20 /wk CD-NYC1 36,752 - - - No No - - - - - - No - 3,675.20 36,75223 Civil Estimator 6.00 wk NYC-01-Civil Est 240 2,975.20 2,975.20 /wk CD-NYC1 17,851 - - - No No - - - - - - No - 2,975.20 17,85124 Mechanical Estimator 6.00 wk NYC-01-Mech Est 240 2,975.20 2,975.20 /wk CD-NYC1 17,851 - - - No No - - - - - - No - 2,975.20 17,85125 Concrete Estimator 6.00 wk NYC-01-Concrete Est 240 2,975.20 2,975.20 /wk CD-NYC1 17,851 - - - No No - - - - - - No - 2,975.20 17,85126 Building Estimator 6.00 wk NYC-01-Building Est 240 2,975.20 2,975.20 /wk CD-NYC1 17,851 - - - No No - - - - - - No - 2,975.20 17,85127 Electrical Estimator 6.00 wk NYC-01-Elect Est 240 2,975.20 2,975.20 /wk CD-NYC1 17,851 - - - No No - - - - - - No - 2,975.20 17,851

Estimating 2,000 166,260 166,260100.180 Procurement100.180 Procurement

21 Procurement Manager 16.00 wk NYC-01-Procure Mgr 640 3,675.20 3,675.20 /wk CD-NYC1 58,803 - - - No No - - - - - - No - 3,675.20 58,80322 Purchasing Agent 16.00 wk NYC-01-Purch Agent 640 2,712.40 2,712.40 /wk CD-NYC1 43,398 - - - No No - - - - - - No - 2,712.40 43,398

Procurement 1,280 102,202 102,202100.190 Laborers100.190 Laborers

21 General Purpose Laborers 104.00 wk 02- General Laborer 4,160 40.00 40.00 ch/wk 2,513.20 62.83 /ch CD-NYC1 261,373 No No No 2,513.20 261,373 Laborers 4,160 261,373 261,373

100.195 Other Project Staff100.195 Other Project Staff21 Security 80.00 wk NYC-01-Security 3,200 1,400.00 1,400.00 /wk CD-NYC1 112,000 - - - No No - - - - - - No - 1,400.00 112,00022 Traffice Control 24.00 wk NYC-01-Traffic Cntrl 960 1,400.00 1,400.00 /wk CD-NYC1 33,600 - - - No No - - - - - - No - 1,400.00 33,60023 Interns 24.00 wk NYC-01-Interns 960 1,400.00 1,400.00 /wk CD-NYC1 33,600 - - - No No - - - - - - No - 1,400.00 33,600

Other Project Staff 5,120 179,200 179,200100.200 Community Service100.200 Community Service

11 Community Service Programs 1.00 ls - - CD-NYC1 - - - - No No - - - - - 50,000.00 No 50,000 50,000.00 50,00012 Community Outreach 1.00 ls - - CD-NYC1 - - - - No No - - - - - 50,000.00 No 50,000 50,000.00 50,000

Community Service 100,000 100,000

18

Attachment 4-1 Estimating Reports Sample Project Page 4Labor Productivity Detail Report (Item) 5/15/2008 7:03 PM

DBLevel


LaborMan Hrs

BaseProduc-

tivity

Produc-tivity Adj


LaborCost/Unit


TableLabor

AmountMaterial Conv

FactorMaterial


MatlWaste

MatlTax

MaterialAmount

Sub Cost/UnitSub

AmountEquip

Cost/UnitEquip

AmountOther

Cost/UnitOthTax

OtherAmount


Grading- Rough 89 8,007 6,707 14,7142310.120 Grading- Fine2310.120 Grading- Fine

*35 Fine Grade SOG 52,182.25 sf 02-Site Grade Fine 1,252 0.02 0.02 mh/sf 1.51 62.83 /mh CD-NYC1 78,687 - - - No No - - - - - - No - 1.51 78,68737 Hand Trim Footings 1,350.00 sf 02-Site Grade Fine 34 0.03 0.03 mh/sf 1.57 62.83 /mh CD-NYC1 2,121 - - - No No - - - - - - No - 1.57 2,12160 Fine Grade Small Pads 11,111.11 sy 02-Site Grade Fine 178 1,000.00 1,000.00 sy/cd 1.01 1,005.28 /cd CD-NYC1 11,170 No No No 1.01 11,170

Grading- Fine 1,464 91,977 91,9772320.010 Base- Gravel2320.010 Base- Gravel

70 Gravel Base - Small Paving 3,703.70 cy 30 02-Site Fl Base 30 2,000.00 2,000.00 cy/cd 0.70 1,398.16 /cd CD-NYC1 2,589 1.50 ton/cy 48.75 7,222.2 ton 25.00 /ton Yes Yes 180,556 - - 0.87 3,207 - No - 50.32 186,351 Base- Gravel 30 2,589 180,556 3,207 186,351

2740.120 Asphalt Paving - SY2740.120 Asphalt Paving - SY30 Bituminous Base Course 3" 11,111.11 sy - - CD-NYC1 - - - - No No - 8.00 88,889 - - - No - 8.00 88,889

110 Bituminous Binder Course 1" 11,111.11 sy - - CD-NYC1 - - - - No No - 5.00 55,556 - - - No - 5.00 55,556 Asphalt Paving - SY 144,444 144,444

2760.100 Pavement Marking2760.100 Pavement Marking6 Painted Lines 6" Wide 5,000.00 lf - - CD-NYC1 - - - - No No - 0.45 2,250 - - - No - 0.45 2,250

Pavement Marking 2,250 2,2502820.006 Chain Link Fence- 6'2820.006 Chain Link Fence- 6'

2 6' Chain Link Fence 2,000.00 lf - - CD-NYC1 - - - - No No - 13.00 26,000 - - - No - 13.00 26,0004 6' Fence Man Gate 4.00 ea - - CD-NYC1 - - - - No No - 175.00 700 - - - No - 175.00 700

20 6' Fence Vehicle Gate 20' 1.00 ea - - CD-NYC1 - - - - No No - 880.00 880 - - - No - 880.00 880100 3 Strand Barb Wire @ Top Add 2,000.00 lf - - CD-NYC1 - - - - No No - 6.00 12,000 - - - No - 6.00 12,000

Chain Link Fence- 6' 39,580 39,5802892.100 Traffic Signal Systems2892.100 Traffic Signal Systems

10 Allowance for Site Signage (Traffic Control, Bldg ID, Etc.) 1.00 ls - - CD-NYC1 - - - - No No - 10,000.00 10,000 - - - No - 10,000.00 10,000 Traffic Signal Systems 10,000 10,000

2895.100 Site Bounds2895.100 Site Bounds22 Allowance for Misc Site Concrete 1.00 ls 7 06-Laborer ls/ch 62.83 /ch CD-NYC1 1.1 ls /ls Yes Yes 20,000.00 20,000 - - - No - 20,000.00 20,000

Site Bounds 20,000 20,0002900.990 Landscaping Sub2900.990 Landscaping Sub

-sub Landscaping Allowance 1.00 ls - - CD-NYC1 - - - - No No - 75,000.00 75,000 - - - No - 75,000.00 75,000 Landscaping Sub 75,000 75,000

3000.110 Conc Budget- Footings3000.110 Conc Budget- Footings3 Form/Place/Finish Footings, incl rebar/cmu dowels 150.00 cy 3 03-Conc Forming 900 6.00 6.00 mh/cy 526.91 87.82 /mh CD-NYC1 79,036 250.00 150.0 cy 250.00 /cy No No 37,500 7.00 1,050 - No - 783.91 117,586

Conc Budget- Footings 900 79,036 37,500 1,050 117,5863000.130 Conc Budget- SOG3000.130 Conc Budget- SOG

10 Form Place/Finish/Cure Int Slabs, incl rebar,10" typ 525.00 cy 3 03-Conc Forming 3,150 6.00 6.00 mh/cy 526.91 87.82 /mh CD-NYC1 276,627 300.00 525.0 cy 300.00 /cy No No 157,500 10.00 5,250 - No - 836.91 439,377 Conc Budget- SOG 3,150 276,627 157,500 5,250 439,377

3000.135 Conc Budget- SOMD3000.135 Conc Budget- SOMD4 Topping Slab, 2" thick 110.00 cy 03-Conc Forming 1,100 10.00 10.00 mh/cy 878.18 87.82 /mh CD-NYC1 96,600 250.00 110.0 cy 250.00 /cy No No 27,500 20.00 2,200 - - - No - 1,148.18 126,300

Conc Budget- SOMD 1,100 96,600 27,500 2,200 126,3003000.160 Conc Budget- Pipe Spprts3000.160 Conc Budget- Pipe Spprts

*24 Form, Reinforce & Pour 18-24" Dia Conc Pipe Supports3' high, 12"thick

20.00 ea 03-Conc Forming 480 24.00 24.00 mh/ea 2,107.63 87.82 /mh CD-NYC1 42,153 ea/EA 250.00 20.0 ea 250.00 /ea No No 5,000 50.00 1,000 - No - 2,407.63 48,153

48 Form, Reinforce & Pour 42-48" Dia Conc Pipe Supports3' high, 18"thick

4.00 ea 03-Conc Forming 192 48.00 48.00 mh/ea 4,215.27 87.82 /mh CD-NYC1 16,861 ea/EA 450.00 4.0 ea 450.00 /ea No No 1,800 75.00 300 - No - 4,740.27 18,961

72 Form, Reinforce & Pour 66-72" Dia Conc Pipe Supports3' high, 18"thick

2.00 ea 03-Conc Forming 160 80.00 80.00 mh/ea 7,025.44 87.82 /mh CD-NYC1 14,051 ea/EA 650.00 2.0 ea 650.00 /ea No No 1,300 100.00 200 - No - 7,775.44 15,551

Conc Budget- Pipe Spprts 832 73,065 8,100 1,500 82,6653000.990 Conc Subs- Concrete3000.990 Conc Subs- Concrete

-sub Reject Water Storage Tank (7MG) 1.00 ls - - CD-NYC1 - - - - No No - 1,736,000.00 1,736,000 - - - No - 1,736,000.00 1,736,000-sub Reclaimed Water Tank (10MG) 1.00 ls - - CD-NYC1 - - - - No No - 2,540,000.00 2,540,000 - - - No - 2,540,000.00 2,540,000-sub Reject Water Pump Station Concrete (Same as

Reclaimed Water PS)1.00 ls - - CD-NYC1 - - - - No No - 50,000.00 50,000 - - - No - 50,000.00 50,000

-sub Deep Injection Well Slab & Pipe Supports (Same asReclaimed Water PS)

1.00 ls - - CD-NYC1 - - - - No No - 50,000.00 50,000 - - - No - 50,000.00 50,000

Conc Subs- Concrete 4,376,000 4,376,0003100.102 Forms- Footing3100.102 Forms- Footing

2 Continuous Footing Forms < 12" 900.00 sf 03-Conc Forming 126 0.14 0.14 mh/sf 12.30 87.82 /mh CD-NYC1 11,065 0.40 900.0 sf 0.40 /sf Yes Yes 360 - - - No - 12.70 11,425 Forms- Footing 126 11,065 360 11,425

3100.110 Forms- Column3100.110 Forms- Column20 Form Rectangle Columns 16 -20' 5,760.00 sf 5 03-Conc Forming 1,220 0.21 0.21 mh/sf 18.60 87.82 /mh CD-NYC1 107,115 1.58 6,048.0 sf 1.50 /sf Yes Yes 9,072 - - - No - 20.17 116,187

Forms- Column 1,220 107,115 9,072 116,1873100.120 Forms- S-O-G3100.120 Forms- S-O-G

10 S.O.G. Edge Form < 1' 144.00 lf 5 03-Conc Forming 29 0.20 0.20 mh/lf 17.56 87.82 /mh CD-NYC1 2,529 1.00 sf/lf 1.16 151.2 sf 1.10 /sf Yes Yes 166 - - - No - 18.72 2,695*12 S.O.G. Edge Form > 1' 6,156.75 sf 5 03-Conc Forming 1,354 0.22 0.22 mh/sf 19.32 87.82 /mh CD-NYC1 118,948 1.31 6,464.6 sf 1.25 /sf Yes Yes 8,081 - - - No - 20.63 127,02914 S-O-G Const Joints < 1' 28.00 lf 5 03-Conc Forming 8 0.27 0.27 mh/lf 23.71 87.82 /mh CD-NYC1 664 1.00 sf/lf 1.16 29.4 sf 1.10 /sf Yes Yes 32 - - - No - 24.87 696

*16 S-O-G Const Joints > 1' 6,535.00 sf 5 03-Conc Forming 1,895 0.29 0.29 mh/sf 25.47 87.82 /mh CD-NYC1 166,428 1.31 6,861.8 sf 1.25 /sf Yes Yes 8,577 - - - No - 26.78 175,005 Forms- S-O-G 3,286 288,570 16,857 305,426

3100.124 Forms- Suspended Slab3100.124 Forms- Suspended Slab*2 Form Suspended Slab 0-15' 2,489.00 sf 5 03-Conc Forming 132 0.05 0.05 mh/sf 4.65 87.82 /mh CD-NYC1 11,585 1.84 2,613.5 sf 1.75 /sf Yes Yes 4,574 - - - No - 6.49 16,158*4 Form Suspended Slab 15-up 13,126.00 sf 5 03-Conc Forming 1,050 0.08 0.08 mh/sf 7.03 87.82 /mh CD-NYC1 92,216 1.94 13,782.3 sf 1.85 /sf Yes Yes 25,497 - - - No - 8.97 117,713*8 Suspended Slab Const Joint 327.00 lf 5 03-Conc Forming 39 0.12 0.12 mh/lf 10.54 87.82 /mh CD-NYC1 3,446 0.84 343.4 lf 0.80 /lf Yes Yes 275 - - - No - 11.38 3,72130 Slab Edge Form < 1' 186.00 sf 5 03-Conc Forming 17 0.09 0.09 mh/sf 8.08 87.82 /mh CD-NYC1 1,503 2.36 195.3 sf 2.25 /sf Yes Yes 439 - - - No - 10.44 1,942

*32 Slab Edge Form > 1' 3,888.75 sf 03-Conc Forming 358 0.09 0.09 mh/sf 8.08 87.82 /mh CD-NYC1 31,418 2.75 3,888.8 sf 2.75 /sf Yes Yes 10,694 - - - No - 10.83 42,112 Forms- Suspended Slab 1,596 140,168 41,479 181,647

3100.130 Forms- Shoring3100.130 Forms- Shoring*6 Shore Suspended Slabs 277,454.00 cf 03-Conc Forming 3,698 **** **** mh/cf 1.17 87.82 /mh CD-NYC1 324,711 0.27 277,454.0 cf 0.27 /cf Yes Yes 74,913 - - - No - 1.44 399,623

Forms- Shoring 3,698 324,711 74,913 399,6233100.164 Forms- Equipment Pad3100.164 Forms- Equipment Pad

6 Equipment Pad Form 6" 174.00 sf 5 03-Conc Forming 152 0.88 0.88 mh/sf 76.84 87.82 /mh CD-NYC1 13,370 1.26 182.7 sf 1.20 /sf Yes Yes 219 - - - No - 78.10 13,590*10 Equipment Pad Form > 8" 1,326.40 sf 5 03-Conc Forming 1,194 0.90 0.90 mh/sf 79.04 87.82 /mh CD-NYC1 104,834 1.26 1,392.7 sf 1.20 /sf Yes Yes 1,671 - - - No - 80.30 106,505

Forms- Equipment Pad 1,346 118,204 1,890 120,0943100.180 Forms- Wall Forms3100.180 Forms- Wall Forms

*b 17 Panel Form System 16'-> 46,834.00 sf 5 03-Conc Forming 8,196 0.18 0.18 mh/sf 15.37 87.82 /mh CD-NYC1 719,752 1.89 49,175.7 sf 1.80 /sf Yes Yes 88,516 - - - No - 17.26 808,268*c 4 Job Built with Plyform 0-4' 6,830.00 sf 5 03-Conc Forming 1,694 0.25 0.25 mh/sf 21.78 87.82 /mh CD-NYC1 148,750 1.68 7,171.5 sf 1.60 /sf Yes Yes 11,474 - - - No - 23.46 160,224*c 8 Job Built with Plyform 4-8' 10,548.00 sf 5 03-Conc Forming 3,143 0.30 0.30 mh/sf 26.17 87.82 /mh CD-NYC1 276,039 1.79 11,075.4 sf 1.70 /sf Yes Yes 18,828 - - - No - 27.96 294,867*c 12 Job Built with Plyform 8-12' 9,666.00 sf 5 03-Conc Forming 1,924 0.20 0.20 mh/sf 17.48 87.82 /mh CD-NYC1 168,921 1.89 10,149.3 sf 1.80 /sf Yes Yes 18,269 - - - No - 19.37 187,190*c 17 Job Built with Plyform 16'-> 38,188.00 sf 5 03-Conc Forming 6,683 0.18 0.18 mh/sf 15.37 87.82 /mh CD-NYC1 586,879 2.10 40,097.4 sf 2.00 /sf Yes Yes 80,195 - - - No - 17.47 667,074


19

Sample Project Page 14Labor Productivity Detail Report (Item) 5/15/2008 7:03 PM

DBLevel


LaborMan Hrs

BaseProduc-

tivity

Produc-tivity Adj


LaborCost/Unit


TableLabor

AmountMaterial Conv

FactorMaterial


MatlWaste

MatlTax

MaterialAmount

Sub Cost/UnitSub

AmountEquip

Cost/UnitEquip

AmountOther

Cost/UnitOthTax

OtherAmount


15203.014 DI Flanged 90 ell15203.014 DI Flanged 90 ell24 DI Flanged 90 SR ell 24" 4.00 ea 15-PipeCrew 48 12.00 12.00 mh/ea 1,089.30 90.78 /mh CD-NYC1 4,357 ###### lb/ea 3,596.00 4,960.0 lb 2.90 /lb No Yes 14,384 - - - - - No - 4,685.30 18,74136 DI Flanged 90 SR ell 36" 2.00 ea 15-PipeCrew 36 18.00 18.00 mh/ea 1,633.95 90.78 /mh CD-NYC1 3,268 ###### lb/ea 21,460.00 14,800.0 lb 2.90 /lb No Yes 42,920 - - - - - No - 23,093.95 46,18842 DI Flanged 90 SR ell 42" 2.00 ea 15-PipeCrew 40 20.00 20.00 mh/ea 1,815.50 90.78 /mh CD-NYC1 3,631 ###### lb/ea 29,000.00 20,000.0 lb 2.90 /lb No Yes 58,000 - - - - - No - 30,815.50 61,631

DI Flanged 90 ell 449 40,713 163,386 204,09915203.024 DI Flanged Wye15203.024 DI Flanged Wye

8 DI Flanged Wye 8" 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 726 478.40 2.0 ea 478.40 /ea No Yes 957 - - - - - No - 841.50 1,683 DI Flanged Wye 8 726 957 1,683

15203.030 DI Flanged Con Red15203.030 DI Flanged Con Red*604 DI Flanged Con Red 6x4" 6.00 ea 15-PipeCrew 18 3.00 3.00 mh/ea 272.33 90.78 /mh CD-NYC1 1,634 45.00 lb/ea 117.00 270.0 lb 2.60 /lb No Yes 702 - - - - - No - 389.33 2,336

*1816 DI Flanged Con Red 18x16" 13.00 ea 15-PipeCrew 130 10.00 10.00 mh/ea 907.75 90.78 /mh CD-NYC1 11,801 335.00 lb/ea 670.00 4,355.0 lb 2.00 /lb No Yes 8,710 - - - - - No - 1,577.75 20,511 DI Flanged Con Red 148 13,435 9,412 22,847

15203.065 DI Flanged Wall Pipe15203.065 DI Flanged Wall Pipe582 DI Flg x Flg Wall Pipe 4" x 2' CL53 2.00 ea 15-PipeCrew 8 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 726 348.40 2.0 ea 348.40 /ea No Yes 697 - - - - - No - 711.50 1,423

*1136 DI Flg x Flg Wall Pipe 6" x 2' CL53 10.00 ea 15-PipeCrew 50 5.00 5.00 mh/ea 453.88 90.78 /mh CD-NYC1 4,539 403.00 10.0 ea 403.00 /ea No Yes 4,030 - - - - - No - 856.88 8,569*1690 DI Flg x Flg Wall Pipe 8" x 2' CL53 4.00 ea 15-PipeCrew 24 6.00 6.00 mh/ea 544.65 90.78 /mh CD-NYC1 2,179 496.60 4.0 ea 496.60 /ea No Yes 1,986 - - - - - No - 1,041.25 4,1652244 DI Flg x Flg Wall Pipe 10" x 2' CL53 6.00 ea 15-PipeCrew 48 8.00 8.00 mh/ea 726.20 90.78 /mh CD-NYC1 4,357 604.50 6.0 ea 604.50 /ea No Yes 3,627 - - - - - No - 1,330.70 7,9845014 DI Flg x Flg Wall Pipe 20" x 2' CL53 2.00 ea 15-PipeCrew 22 11.00 11.00 mh/ea 998.53 90.78 /mh CD-NYC1 1,997 1,267.50 2.0 ea 1,267.50 /ea No Yes 2,535 - - - - - No - 2,266.03 4,5325567 DI Flg x Flg Wall Pipe 24" x 1' CL53 5.00 ea 15-PipeCrew 60 12.00 12.00 mh/ea 1,089.30 90.78 /mh CD-NYC1 5,447 1,207.00 5.0 ea 1,207.00 /ea No Yes 6,035 - - - - - No - 2,296.30 11,4825568 DI Flg x Flg Wall Pipe 24" x 2' CL53 2.00 ea 15-PipeCrew 24 12.00 12.00 mh/ea 1,089.30 90.78 /mh CD-NYC1 2,179 1,652.30 2.0 ea 1,652.30 /ea No Yes 3,305 - - - - - No - 2,741.60 5,483

DI Flanged Wall Pipe 236 21,423 22,215 43,63815203.091 DI Blind Flange15203.091 DI Blind Flange

4 DI Flat Blind Flange 4" 2.00 ea 15-PipeCrew 5 2.50 2.50 mh/ea 226.94 90.78 /mh CD-NYC1 454 10.00 lb/ea 26.00 20.0 lb 2.60 /lb No Yes 52 - - - - - No - 252.94 5068 DI Flat Blind Flange 8" 1.00 ea 15-PipeCrew 4 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 363 80.00 lb/ea 208.00 80.0 lb 2.60 /lb No Yes 208 - - - - - No - 571.10 571

18 DI Flat Blind Flange 18" 3.00 ea 15-PipeCrew 30 10.00 10.00 mh/ea 907.75 90.78 /mh CD-NYC1 2,723 175.00 lb/ea 350.00 525.0 lb 2.00 /lb No Yes 1,050 - - - - - No - 1,257.75 3,773 DI Blind Flange 39 3,540 1,310 4,850

15204.001 DI Mech-Joint Pipe by LF15204.001 DI Mech-Joint Pipe by LF15 DI Mech-Joint Pipe 8" 400.00 lf 7 15-PipeCrew 52 0.13 0.13 mh/lf 11.80 90.78 /mh CD-NYC1 4,720 31.10 lb/lf 66.55 13,310.8 lb 2.00 /lb Yes Yes 26,622 - - - - - No - 78.36 31,34255 DI Mech-Joint Pipe 30" 100.00 lf 7 15-PipeCrew 26 0.26 0.26 mh/lf 23.60 90.78 /mh CD-NYC1 2,360 162.60 lb/lf 186.16 17,398.2 lb 1.07 /lb Yes Yes 18,616 - - - - - No - 209.76 20,976

DI Mech-Joint Pipe by LF 78 7,080 45,238 52,31815204.013 DI Mech-Joint 45 ell15204.013 DI Mech-Joint 45 ell

9 DI Mech-Joint 45 ell 8" 10.00 ea 15-PipeCrew 40 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 3,631 124.20 10.0 ea 124.20 /ea No Yes 1,242 - - - - - No - 487.30 4,873 DI Mech-Joint 45 ell 40 3,631 1,242 4,873

15204.014 DI Mech-Joint 90 ell15204.014 DI Mech-Joint 90 ell12 DI Mech-Joint 90 ell 8" 4.00 ea 15-PipeCrew 16 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 1,452 137.70 4.0 ea 137.70 /ea No Yes 551 - - - - - No - 500.80 2,003

DI Mech-Joint 90 ell 16 1,452 551 2,00315204.024 DI Mech-Joint Wye15204.024 DI Mech-Joint Wye

5 DI Mech-Joint Wye 8" 8.00 ea 15-PipeCrew 32 4.00 4.00 mh/ea 363.10 90.78 /mh CD-NYC1 2,905 305.10 8.0 ea 305.10 /ea No Yes 2,441 - - - - - No - 668.20 5,346 DI Mech-Joint Wye 32 2,905 2,441 5,346

15204.065 DI Mech-Joint Wall Pipe15204.065 DI Mech-Joint Wall Pipe17 DI MJ x MJ Wall Pipe 8" x 2' CL53 8.00 ea 15-PipeCrew 48 6.00 6.00 mh/ea 544.65 90.78 /mh CD-NYC1 4,357 330.75 8.0 ea 330.75 /ea No Yes 2,646 - - - - - No - 875.40 7,00357 DI MJ x MJ Wall Pipe 30" x 2½' CL53 1.00 ea 15-PipeCrew 16 16.00 16.00 mh/ea 1,452.40 90.78 /mh CD-NYC1 1,452 2,880.00 1.0 ea 2,880.00 /ea No Yes 2,880 - - - - - No - 4,332.40 4,332

DI Mech-Joint Wall Pipe 64 5,810 5,526 11,33615204.080 DI Restraining Joint Ftg15204.080 DI Restraining Joint Ftg

55 DI Restraining Joint (RJ) Ftg 30" 12.00 ea 15-PipeCrew 66 5.50 5.50 mh/ea 499.26 90.78 /mh CD-NYC1 5,991 526.00 12.0 ea 526.00 /ea No Yes 6,312 - - - - - No - 1,025.26 12,303 DI Restraining Joint Ftg 66 5,991 6,312 12,303

15211.101 Copper "L" Pipe15211.101 Copper "L" Pipe25 Copper Pipe - Soldered - Type "L" - 2 200.00 lf 7 15-PipeCrew 52 0.26 0.26 mh/lf 23.60 90.78 /mh CD-NYC1 4,720 4.14 214.0 lf 3.87 /lf Yes Yes 828 - - - - - No - 27.74 5,548

---- H20 Pipe Budget 1.00 ls 15-PipeCrew 40 40.00 40.00 mh/ls 3,631.00 90.78 /mh CD-NYC1 3,631 6,000.00 1.0 ls 6,000.00 /ls Yes Yes 6,000 - - - - - No - 9,631.00 9,631 Copper "L" Pipe 92 8,351 6,828 15,179

15211.114 Copper 90 Ell15211.114 Copper 90 Ell116 Copper Pipe 90 Ell - Type "L" - 2 32.00 ea 15-PipeCrew 0 0.01 0.01 mh/ea 0.91 90.78 /mh CD-NYC1 29 12.42 32.0 ea 12.42 /ea No Yes 397 - - - - - No - 13.33 426

Copper 90 Ell 0 29 397 42615211.120 Copper Tee15211.120 Copper Tee

116 Copper Pipe Tee - Type "L" - 2 6.00 ea 15-PipeCrew 0 0.01 0.01 mh/ea 0.91 90.78 /mh CD-NYC1 5 23.20 6.0 ea 23.20 /ea No Yes 139 - - - - - No - 24.11 145 Copper Tee 0 5 139 145

15211.143 Copper Union15211.143 Copper Union50 Copper Pipe Union - Type "L" - 2 19.00 ea 15-PipeCrew 15 0.80 0.80 mh/ea 72.62 90.78 /mh CD-NYC1 1,380 34.00 19.0 ea 34.00 /ea No Yes 646 - - - - - No - 106.62 2,026

Copper Union 15 1,380 646 2,02615215.102 PVC Pipe Sch 8015215.102 PVC Pipe Sch 80

10 PVC Pipe Sch 80 1 440.00 lf 7 15-PipeCrew 119 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 10,784 1.00 LF/lf 1.91 470.8 LF 1.78 /LF Yes Yes 839 - - - - - No - 26.42 11,623*10 PVC Pipe Sch 80 1 300.00 lf 7 15-PipeCrew 81 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 7,353 1.00 LF/lf 1.41 321.0 LF 1.32 /LF Yes Yes 424 - - - - - No - 25.92 7,77715 PVC Pipe Sch 80 1-½ 440.00 lf 7 15-PipeCrew 119 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 10,784 1.00 LF/lf 3.19 470.8 LF 2.98 /LF Yes Yes 1,405 - - - - - No - 27.70 12,18920 PVC Pipe Sch 80 2 200.00 lf 7 15-PipeCrew 54 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 4,902 1.00 LF/lf 4.37 214.0 LF 4.08 /LF Yes Yes 873 - - - - - No - 28.88 5,77520 PVC Pipe Sch 80 2 440.00 lf 7 15-PipeCrew 119 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 10,784 1.00 LF/lf 5.89 470.8 LF 5.51 /LF Yes Yes 2,593 - - - - - No - 30.40 13,377

*20 PVC Pipe Sch 80 2 1,620.00 lf 7 15-PipeCrew 437 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 39,705 1.00 LF/lf 4.37 1,733.4 LF 4.08 /LF Yes Yes 7,072 - - - - - No - 28.88 46,777*40 PVC Pipe Sch 80 4 360.00 lf 7 15-PipeCrew 97 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 8,823 1.00 LF/lf 9.75 385.2 LF 9.11 /LF Yes Yes 3,509 - - - - - No - 34.26 12,333*60 PVC Pipe Sch 80 6 560.00 lf 7 15-PipeCrew 151 0.27 0.27 mh/lf 24.51 90.78 /mh CD-NYC1 13,725 1.00 LF/lf 18.61 599.2 LF 17.39 /LF Yes Yes 10,420 - - - - - No - 43.12 24,145

PVC Pipe Sch 80 1,177 106,860 27,135 133,99515215.313 PVC 80 Soc 45 Ell15215.313 PVC 80 Soc 45 Ell

40 PVC 80 45 Ell SxS 4 6.00 ea 15-PipeCrew 9 1.50 1.50 mh/ea 136.16 90.78 /mh CD-NYC1 817 125.00 6.0 ea 125.00 /ea No Yes 750 - - - - - No - 261.16 1,56760 PVC 80 45 Ell SxS 6 3.00 ea 15-PipeCrew 6 2.00 2.00 mh/ea 181.55 90.78 /mh CD-NYC1 545 104.00 3.0 ea 104.00 /ea No Yes 312 - - - - - No - 285.55 857

PVC 80 Soc 45 Ell 15 1,362 1,062 2,42415215.314 PVC 80 Soc 90 Ell15215.314 PVC 80 Soc 90 Ell

10 PVC 80 90 Ell SxS 1 35.00 ea 15-PipeCrew 13 0.37 0.37 mh/ea 33.59 90.78 /mh CD-NYC1 1,176 5.35 35.0 ea 5.35 /ea No Yes 187 - - - - - No - 38.93 1,363*10 PVC 80 90 Ell SxS 1 36.00 ea 15-PipeCrew 13 0.37 0.37 mh/ea 33.59 90.78 /mh CD-NYC1 1,209 3.96 36.0 ea 3.96 /ea No Yes 143 - - - - - No - 37.55 1,35215 PVC 80 90 Ell SxS 1-½ 35.00 ea 15-PipeCrew 15 0.42 0.42 mh/ea 38.13 90.78 /mh CD-NYC1 1,334 7.66 35.0 ea 7.65 /ea No Yes 268 - - - - - No - 45.78 1,60220 PVC 80 90 Ell SxS 2 10.00 ea 15-PipeCrew 5 0.45 0.45 mh/ea 40.85 90.78 /mh CD-NYC1 408 6.86 10.0 ea 6.86 /ea No Yes 69 - - - - - No - 47.71 47720 PVC 80 90 Ell SxS 2 35.00 ea 15-PipeCrew 16 0.45 0.45 mh/ea 40.85 90.78 /mh CD-NYC1 1,430 9.26 35.0 ea 9.26 /ea No Yes 324 - - - - - No - 50.11 1,754

*20 PVC 80 90 Ell SxS 2 100.00 ea 15-PipeCrew 45 0.45 0.45 mh/ea 40.85 90.78 /mh CD-NYC1 4,085 6.86 100.0 ea 6.86 /ea No Yes 686 - - - - - No - 47.71 4,77140 PVC 80 90 Ell SxS 4 16.00 ea 15-PipeCrew 24 1.50 1.50 mh/ea 136.16 90.78 /mh CD-NYC1 2,179 27.42 16.0 ea 27.42 /ea No Yes 439 - - - - - No - 163.58 2,61760 PVC 80 90 Ell SxS 6 8.00 ea 15-PipeCrew 16 2.00 2.00 mh/ea 181.55 90.78 /mh CD-NYC1 1,452 78.01 8.0 ea 78.01 /ea No Yes 624 - - - - - No - 259.56 2,076

PVC 80 Soc 90 Ell 146 13,273 2,739 16,01215215.320 PVC 80 Soc Tee15215.320 PVC 80 Soc Tee

10 PVC 80 Tee SxSxS 1 12.00 ea 15-PipeCrew 6 0.54 0.54 mh/ea 49.02 90.78 /mh CD-NYC1 588 20.78 12.0 ea 20.78 /ea No Yes 249 - - - - - No - 69.80 83810 PVC 80 Tee SxSxS 1 2.00 ea 15-PipeCrew 1 0.54 0.54 mh/ea 49.02 90.78 /mh CD-NYC1 98 15.39 2.0 ea 15.39 /ea No Yes 31 - - - - - No - 64.41 12915 PVC 80 Tee SxSxS 1-½ 12.00 ea 15-PipeCrew 7 0.61 0.61 mh/ea 55.37 90.78 /mh CD-NYC1 664 26.69 12.0 ea 26.69 /ea No Yes 320 - - - - - No - 82.06 98520 PVC 80 Tee SxSxS 2 3.00 ea 15-PipeCrew 2 0.67 0.67 mh/ea 60.82 90.78 /mh CD-NYC1 182 21.27 3.0 ea 21.27 /ea No Yes 64 - - - - - No - 82.09 24620 PVC 80 Tee SxSxS 2 12.00 ea 15-PipeCrew 8 0.67 0.67 mh/ea 60.82 90.78 /mh CD-NYC1 730 28.71 12.0 ea 28.71 /ea No Yes 345 - - - - - No - 89.53 1,074

*20 PVC 80 Tee SxSxS 2 50.00 ea 15-PipeCrew 34 0.67 0.67 mh/ea 60.82 90.78 /mh CD-NYC1 3,041 21.27 50.0 ea 21.27 /ea No Yes 1,064 - - - - - No - 82.09 4,104

20


Sample Project Page 27Labor Productivity Detail Report (Item) 5/15/2008 7:03 PM

Estimate Totals

Description Amount Totals Hours Rate Basis Percent of Total

Labor 30,949,175 394,139 hrs 21.67%

Material 35,656,998 24.97%

Subcontract 5,802,535 4.06%

Equipment 2,904,813 84,108 hrs 2.03%

Other 3,260,129 2.28%

78,573,650 78,573,650 55.02

Small Tools & Supplies 1,547,459 5.00 % C 1.08%

Incidental Overtime Allowance 1,547,459 5.00 % C 1.08%

Overtime Allowance - 48 hr/wk 2,321,188 7.50 % C 1.63%



Subcontractor OH&P 8,643,101 11.00 % C 6.05%

Contractor Profit 15,714,730 20.00 % T 11.00%

Contractor Bond & Insurance 3,142,946 4.00 % T 2.20%

Project Contingency 23,572,095 30.00 % T 16.51%

Total 142,799,922


1



Copyright 2007 AACE, Inc. AACE International Recommended Practices

AACE International Recommended Practice No. 34R-05

BASIS OF ESTIMATE

TCM Framework: 7.3 – Cost Estimating and Budgeting

Acknowledgments: Todd Pickett, CCC (Author) Peter R. Bredehoeft, Jr. Ted A. Downen Larry R. Dysert, CCC Bruce G. Elliott, CCC John K. Hollmann, PE CCE

Stephen M. Jacobson CCC Carlton W. Karlik, PE Christopher L. Kinney Donald F. McDonald, Jr. PE CCE PSP Bernard A. Pietlock CCC Richard A. Selg, CCE

2


Copyright 2007 AACE International, Inc. AACE International Recommended Practices

AACE International Recommended Practice No. 34R-05 BASIS OF ESTIMATE TCM Framework: 7.3 – Cost Estimating and Budgeting

May 2, 2007

PURPOSE AACE International’s Total Cost Management (TCM) Framework identifies a basis of estimate (BOE) document as a required component of a cost estimate. As a Recommended Practice (RP) of AACE International, the template outlined in the following sections provides guidelines for the structure and content of a cost basis of estimate. In the TCM Framework, the BOE is characterized as the one deliverable that defines the scope of the project, and ultimately becomes the basis for change management. When prepared correctly, any person with capital project experience can use the BOE to understand and assess the estimate, independent of any other supporting documentation. A well-written BOE achieves those goals by clearly and concisely stating the purpose of the estimate being prepared (i.e. cost study, project options, funding, etc.), the project scope, pricing basis, allowances, assumptions, exclusions, cost risks and opportunities, and any deviations from standard practices. In addition the BOE is a documented record of pertinent communications that have occurred and agreements that have been made between the estimator and other project stakeholders. A well prepared basis of estimate will:

• Document the overall project scope. • Communicate the estimator’s knowledge of the project by demonstrating an understanding of

scope and schedule as it relates to cost. • Alert the project team to potential cost risks and opportunities. • Provide a record of key communications made during estimate preparation. • Provide a record of all documents used to prepare the estimate. • Act as a source of support during dispute resolutions. • Establish the initial baseline for scope, quantities and cost for use in cost trending throughout the

project. • Provide the historical relationships between estimates throughout the project lifecycle. • Facilitate the review and validation of the cost estimate.

This RP is intended to be a guideline, not a standard. It is understood that not all organizations that prepare estimates employ the same processes and practices, and therefore, may opt to use this information either in part or in its entirety. RECOMMENDED PRACTICE The primary intent of this RP is to provide a guideline for the topics and contents to be included in typical BOE. However, before describing the template contents there are a few points of significance worth noting:

• Be factually complete, but be concise. • Be able to support your facts and findings. • Identify estimating team members and their roles. • Describe the tools, techniques, estimating methodology, and data used to develop the cost

estimate. • Identify other projects that were referenced or benchmarked during estimate preparation. • Develop the cost estimate and the BOE concurrently. • The BOE establishes the context of the estimate, and supports review and validation.

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• Qualify any rates or factors that are referenced either in the estimate or BOE; e.g. productivity can be expressed as either units/time (linear feet/hour) or time/units (hours/linear foot).

The following describes the suggested topics and contents included in a typical BOE. Purpose In this initial section of a basis of estimate, the estimator should provide a brief and concise description for the total project. The type of project should be identified (i.e., new facilities, addition to existing, revamp of existing, etc.), as well as the type and capacity of the process units, the location of the facility, and the overall timing of the project. Project Scope Description This section of the estimate basis should be organized to correspond with the project’s work breakdown structure (i.e., plant, building, floor, etc.). A semi-detailed description of the scope of work should be provided for each major segment of the project. Identify any major pieces of process equipment or components. It’s also good practice to indicate the primary trades that will be involved with the project. Be as thorough as necessary, without being overly descriptive, so as to adequately explain the scope of work being estimated. Methodology The BOE should indicate the primary estimating methodology used to prepare the cost estimate. This should include documentation of the use of cost resources, historical data and project benchmarking. Documenting the level of effort or man-hours used in preparation of the estimate may also be helpful. Estimate Classification The AACE International estimate classification should be identified, along with reasons or justification used in the selection of the estimate classification. Design Basis Company standards will typically specify the technical and project information required for the classification of the estimate that is being prepared. In this section, the estimator will identify the types and status of engineering and design deliverables that were provided to prepare the estimate including any design basis assumptions. Two attachments to the estimate basis should be referenced: 1) an estimate deliverables checklist that is aligned with the company’s standard project process; and 2) a listing of all engineering drawings (including revision number and date), a well as other design information, such as specifications, equipment lists, units of measure (imperial vs. metric), etc. In addition it may be useful to document specific quantity metrics for particular projects, such as overall excavation and backfill quantities, overall concrete volumes, overall piping quantities, etc. These may be organized by facilities, process train or manufacturing unit. If material take-off’s (MTO’s) are provided to the estimator, identify specifically who developed the MTO’s and the methodology used. Planning Basis This section documents the project management, engineering, design, procurement, fabrication, and construction approaches to the project. The contracting and resource strategies should be identified, as well as any assumptions that were made with regard to the workweek schedule (hours worked per day, days worked per week, shifts worked per day, etc.) and planned use of overtime. Any assumptions made regarding constructability, modularization, use of specialized construction equipment should also be noted here. The overall project schedule and key milestones should be identified.

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Cost Basis Describe the methods and sources used for determining all material, labor and subcontract pricing. Identify the following:

• Pricing sources for all major equipment (vendor quotes, historical data, etc,). • Bulk material and commodity pricing sources, including any discount strategies. • The pricing source for all labor hours, and all labor productivity adjustments. Provide appropriate

detail if productivities vary by trade and/or location within the project (plant, etc.). • All wage rates used (including crew/craft rates, craft mix, etc.). Identify all items included in all-in

rates (if used). • Pricing source and methodology for construction indirects. • Pricing source for all start-up costs. • Pricing source and methodology for all home office costs (project management, engineering,

design, etc.). Document the basis for any contractor fee costs. • Pricing source and methodology for costs such as freight, taxes, duties, etc. • Pricing source for any owner’s costs included in the estimate. • Currency exchange rates if applicable, as well as the stability and/or volatility of rates. • Escalation indices used, and the method of calculation (including duration). • Contingency development and basis. • Location factors used and the basis for these factors. • Influence of local market conditions. • Capital costs vs. expense costs, or other categorization as necessary. • Any other pricing factors or external influences that may have a significant impact on project cost

should be identified.

Allowances In this section, identify the level and types of allowances used in the estimate. Describe the basis for the common estimating allowances such as material take-off allowances, overbuy allowances, design allowances for engineered equipment, congestion allowances, working height allowances, etc. This section should also describe any other costs that have not been detailed in the body of the estimate, such as lump-sum allowances for specific areas of scope or any other factored costs not described elsewhere in the estimate basis. Assumptions Any other assumptions made by the estimator but not documented elsewhere in the estimate basis should be included in this section. This may include such assumptions as an adequate labor supply being available, adequate funding available, site conditions, etc. Small assumptions can change into major assumptions throughout the life of the project. Therefore, it is better to document assumptions then not to document at all. Exclusions In this section, the estimator should document all potential items of cost which a reviewer might associate with the project, but for which no costs have been included in the estimate. Asbestos abatement, removal of hazardous wastes, acquisition of land, taxes, financing costs, licensing costs, etc. are examples of potential items that may need to be identified. Exceptions The estimator should identify any anomalies or variances to your organization’s standard estimating practices. This section should document any significant deviations from the project and/or engineering deliverables normally required for the applicable class of estimate. A good practice is to provide a checklist as an attachment to the BOE that will document any exceptions that are identified. This checklist should correspond to the company’s standard estimating practices.

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Risks and Opportunities Any areas of the estimate containing significant risk or opportunity should be identified. If a formal risk analysis study has been prepared then it should be described (e.g. methodology, technique, etc.). In particular, this section should identify those cost elements that have been identified with high or very high risk or opportunity values. The risk analysis report (or summary) should be provided as an attachment to the BOE. Contingencies Contingency is a cost element of the estimate used to cover the uncertainty and variability associated with a cost estimate, and unforeseeable elements of cost within the defined project scope. Contingency covers inadequacies in complete project scope definition, estimating methods, and estimating data. Contingency specifically excludes changes in project scope, and unforeseen major events such as earthquakes, prolonged labor strikes, etc. The amount of contingency included in the estimate should be identified, as well as the methods used to determine the contingency amount. If risk analysis techniques were utilized to develop the contingency amount, the associated confidence level should also be identified. Management Reserve Contingency is not intended to cover the costs associated with changes in project scope. If the project needs to provide an allowance for anticipated changes in scope, or to cover the costs for items that may be required but have not yet been specifically identified as being included in the current project scope, then that amount of cost, typically referred to as management reserve, should be identified here. The intended purpose and use of management reserve should be clearly identified. The approval process, management and tracking of the management reserve should also be clearly identified. Reconciliation Provide an overview of the major differences between the current estimate and the last published estimate prepared for this project. Identify the cost impacts due to scope changes, pricing updates, labor productivity adjustments, estimate refinement, etc. A more detailed reconciliation or cost trending report can be provided as an additional attachment if necessary. Benchmarking This section should document any comparisons of overall estimate metrics, ratios, and factors with similar projects, historical data, and industry data. Projects used in the benchmark comparisons should be similar in process type and overall value. If significant variations of the estimated project costs versus the benchmarks exist, those inconsistencies should be identified and commented upon. A more detailed benchmark analysis report may be included as an attachment to the BOE. Estimate Quality Assurance Since estimate reviews are the means for testing the quality of the estimate, this section of the BOE should identify all estimate reviews that have taken place to date, and any additional reviews that are proposed to take place. All review comments or analysis should be included as an attachment to the BOE. Estimating Team In this final section, all members of the estimating team should be identified, including roles and responsibilities. Attachments Several supporting documents will generally be included with the basis of estimate.

1) Attachment A: Estimate Deliverables Checklist Attachment A: Estimate Deliverables Checklist

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Attach a completed estimate deliverables checklist indicating the project and engineering deliverables that should be provided to support preparation of the estimate for the associated estimate classification, and whether they were in fact available during preparation of the estimate.

2) Attachment B: Reference Documents Attachment B: Reference Documents Document the drawings, manuals, texts, notes, specifications, and other references used in developing the estimate. Identify the revisions and date of issue for key documents. Additional Attachments Include any other attachments that may be necessary or required (reconciliation report, benchmarking report, risk analysis report, escalation calculations, etc.). LEVEL OF DEATIL IN THE BASIS OF ESTIMATE It is often not a simple matter to determine just how much detail should be provided in a BOE. Several factors may come into play during the preparation of the cost estimate that will help determine that answer but, it is the estimator’s best judgment that will ultimately decide the appropriate level of detail in the BOE. Level of Project Definition Estimates are prepared at various stages of a project. A more detailed estimate will generally require a more detailed BOE, however that is not always the case. A conceptual estimate will probably be based on a limited amount of scope but may require a more detailed basis of estimate. It's not uncommon for a BOE for a conceptual estimate to be more thorough than one prepared for a more detailed estimate because there are often more assumptions made at the conceptual stage of a project that require greater documentation. Conversely, there may be times when the project definition is so complete or simplistic that a BOE does not require a great amount of detail. A three or four page document may be sufficient to convey the BOE. Cost Value of the Project Typically, a more expensive a project will require a more detailed BOE. However, projects of lesser cost can require an extensive BOE to fully communicate major assumptions that constrain or reduce the cost. Type of Project The type of project can also affect the BOE. For example, the BOE for a direct purchase (e.g., single piece of large equipment) may be less detailed than for a construction project Other Factors Other factors that affect the level of detail in a BOE are: work breakdown structure (WBS), consideration for new technologies, contracting strategy, etc. The BOE should contain a concise level of detail to fully support the review of the estimate by those that have not been a part of the preparation of the estimate. The BOE provides a definition of the scope of the project as estimated, and should establish the basis for change management subsequent to publication of the estimate.

REFERENCES 1. Hollmann, John K., Editor. Total Cost Management Framework: A Process for Applying the Skills and

Knowledge of Cost Engineering, Morgantown, WV: AACE International, 2006.

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CONTRIBUTORS Todd Pickett, CCC (Author) Peter R. Bredehoeft, Jr. Ted A. Downen Larry R. Dysert, CCC Bruce G. Elliott, CCC John K. Hollmann, PE CCE Stephen M. Jacobson CCC Carlton W. Karlik, PE Christopher L. Kinney Donald F. McDonald, Jr. PE CCE PSP Bernard A. Pietlock CCC Richard A. Selg, CCE

8


Chapter 5

Contingency

Chapter 5

Contingency

5-1

Chapter 5 Contingency

Chapter 5 – Contingency

Introduction

The cost of constructing large capital projects can be subject to significant risks and variability that if not prop-

erly managed and addressed, can result in significant estimating errors. This risk must be managed through

the proper use of allowances, contingencies, and management reserve to help minimize variations in cost

estimates as the project advances through the different stages of development. While applying contingency

to cost estimates cannot guarantee that a budget established at some milestone during project development

will not be exceeded when the project is bid, properly applied contingency can decrease this probability.

Allocation of contingency at every phase of cost estimating should be based on sound cost estimating

practices and must be allocated based on established risk factors. The amount of contingency needed and

the risk factors that this contingency addresses shifts throughout project development and the estimate

must reflect these shifts. For example, in the early stages of estimating, project definition level is the most

important factor in cost estimating risk and a significant amount of contingency must be applied to offset

this risk. In later stages of project development, project definition is often well-established and other risk

factors such as market conditions or material escalation rise in importance. Fixed contingency allocations

at various stages of project development often lead to substantial estimating error and do not necessarily

reflect the measurable project risks.

Industry best practice dictates that all cost estimates, regardless of the phase in the project development

cycle, carry some level of funding for unknown project conditions. This funding is typically termed contin-

gency, and may affect the ultimate cost of the project. When evaluating contingency, impacts of delays to

the project schedule must also be considered as they may significantly affect the final cost of a project.

Levels of contingency may vary as project development progresses, and the methods for determining con-

tingency amounts may differ

from project to project, but a

structured approach for de-

termining contingency must

be followed and documented

during estimate preparation.

As the design progresses, the

required contingency should

normally decrease reflecting

the increased certainty in the

project scope and the oppor-

tunity to mitigate risks.

F i g u r e 5 - 1 e x a m p l e o F e s t i m a t e D i s t r i b u t i o n a t e a c h e s t i m a t e c l a s s i n t h e p r o j e c t l i F e c y c l e

250

200

150

100

50

05 1234

What is ShownWhat is Know but Not ShownContingency

ESTIMATE CLASS

ENGI

NEER

’S E

STIM

ATE

($M

)

5-2

Estimate Review and Approval June 2008

Adding contingency to cost estimates does not guarantee that the budget established during the estimating

process will not be exceeded by bid prices. Contingency amounts are inversely proportional to the probabil-

ity of a budget being exceeded (i.e. the more contingency included, the lower the chance of exceeding the

budget). Through statistical analysis of bidding history coupled with specific information about the project

at hand and current market conditions; a probability curve of the expected bid price can be developed (See

Figure 5-2). It becomes a management function to decide on an acceptable probability of a budget overrun

and thus the level of contingency to be included in the budget.

Contingency Definitions

Many industries, agencies, and companies define the amount carried for project unknowns differently.

Common terms include contingency, allowances, and reserves. To avoid confusion over the terminology

used to define these elements in the estimate, the following standard industry terms and their definitions

(AACE International Recommended Practice 10S-90, June 2007) and shall be used in all estimate-related

documents and correspondence.

Allowances: “Resources included in estimates to cover the cost of known but undefined requirements for

an individual activity, work item, account or sub account.”

Contingency: “An amount added to an estimate to allow for items, conditions, or events for which the state,

occurrence, and/or effect is uncertain and that experience shows will likely result, in aggregate, in additional

costs. Typically estimated using statistical analysis or judgment based on past asset or project experience.

Contingency usually excludes:

F i g u r e 5 - 2 p r o b a b i l i t y D i s t r i b u t i o n c u r v e o F e n g i n e e r ’ s e s t i m a t e o F t h e b i D p r i c e

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%$700$500 $600 $900$800 $1,000

PROB

ABIL

ITY

OF B

ID B

ELOW

ENG

INEE

R’S

ESTI

MAT

E

ENGINEER’S ESTIMATE ($M)

5-3


1) Major scope changes such as changes in end product specification, capacities, building sizes, and locations of the asset or project;

2) Extraordinary events such as major strikes and natural disasters;

3) Management reserves; and

4) Escalation and currency effects.

Some of the items, conditions, or events for which the state, occurrence and/or effect is uncertain include,

but are not limited to, planning and estimating errors and omissions, minor price fluctuations (other than

general escalation), design developments and changes within the scope, and variations in market and

environment conditions. Contingency must be included in all estimates and the expectation is that this

contingency will be expended.”

Management Reserve: “An amount added to an estimate to allow for discretionary management purposes

outside of the defined scope of the project, as otherwise estimated. Use of Management Reserve requires a

change to the project scope and the cost baseline, while the use of contingency funds is within the project’s

approved budget and schedule baseline.” The responsibility for assigning management reserves resides

with the BEDC Management and therefore is not covered in this Manual.

Key Sources of Risk and Variability

There are five key factors that contribute most significantly to variability in cost estimating. These five fac-

tors include:

1. Project Definition Level

2. Estimating Methodology

3. Project-Related Risks

4. Escalation of Construction Cost Inputs

5. Construction Market Conditions

It should be noted that “scope creep” (the addition of scope items to a project) can be a significant con-

tributor to escalating cost estimates through the project phases but this factor is not included in the list.

Management of scope creep is the responsibility of the project management team and the allocation of

funds to address scope creep is through a management reserve. The amount of management reserve

needed must be assigned by the project management team and dictated to the estimating team. The cost

estimator has no information to assess this source of variability and therefore can not be held accountable

for the cost implications of unforeseen scope additions.

Each of these five main sources of estimating risk and variability have different levels of emphasis at differ-

ent phases of a project and thus the amount of contingency allocation to each of the items will shift as the

estimate is advanced. While the relevance of each major source of risk will vary due to the nature a given

project, the matrix below summarizes the general visibility of each of these factors aligned to each of the

five AACE estimating classes.

5-4


t a b l e 5 . 1 t e m p o r a l i n F l u e n c e o F K e y r i s K F a c t o r s i n c o s t e s t i m a t i n g

EstimatE Class

sourCE of risk and Variability 5 4 3 2 2

ProjECt dEfinition lEVEl + + o - -

Estimating mEthodology + + o - -

ProjECt-sPECifiC risks o + + + +

EsCalation of ConstruCtion Cost inPuts - - o + +

ConstruCtion markEt Conditions - - o + +

highly visible risk moderately visible risk less visible risk

The influence of the various key risk factors is largely based on the ability to predict and quantify each risk

at the various stages of project development. For example, in the early stages of a project when construc-

tion may be years out, project definition risk may be high and construction market conditions risk may be

relatively unknown or unpredictable. As the project progresses, scope definition risk declines while the

potential impacts of market conditions become more visible.

Further details on the nature of each of these sources risk and variability are discussed below. Methods for

setting contingency are defined in the section following the risk source discussion.

project Definition level and estimating methodology

Industry research consistently recognizes project definition as the key factor in the ability to accurately

forecast construction costs, particularly in the early phases of project development. Accordingly, the proj-

ect team must collectively ensure that the project definition level is appropriate for the size, complexity and

importance of the project, as well as phase of project development.

Project definition and estimating methodology are intrinsically linked since the level of project definition

dictates the appropriate estimating methodology, and therefore, these two factors should be evaluated

together when assigning contingency to the estimate. Both project definition and estimating methodology

are controlled by the collective project team. By utilizing consistent, structured procedures, the variability of

these two controlling elements can be minimized.

project-specific risks

Project-specific risks refer to conditions or situations specific to a particular project that lack proper defini-

tion at any given time during the project development. Project-related risks are present during all stages of

project of development, but become better defined and more significant in the later stages of the project.

+ o -

5-5


Examples of project specific risks include:

• Possibilitythattheselectedsitemaynotbeavailable,whichcouldpotentially increasethecostsforproperty acquisition, site development costs, conveyance facilities, permit costs, and the associated schedule delays.

• Unusualand/orunknownsitesoilconditions

• Otherunusualsiteconditionsthatcouldincreasecosts;proximitytoexistingfacilities,restrictedsiteaccess, potential environmental mitigation requirements, etc.

• Unknownprocessrisks;thepossibilitythattheresultsarequiredpilotstudymaysignificantlyaffecttheprocess design, require additional systems, etc.

• Permittingrisksassociatedwithcomplicatedorlengthypermitprocesses

• Scoperisksfrompublicinvolvementprocessesthatmayrequireimplementationofundeterminedmiti-gation measures

Project-related risks should be identified in the risk register on a line item basis and have a contingency

amount assigned for each potential risk. In the risk register, the project team should estimate the full cost

of the risk (what is the full cost the project would experience) if the risk event did occur, and an associated

occurrence probability expressed as a percentage. Risks that have a relatively high probability of occurring

should typically be included in the base estimate and not added as a risk factor. Such risks can be listed in

the risk register and noted as potential savings, but the cost should be included the base estimate.

The following risks should always be considered and calculated in order to determine the estimate

variability.

• MaterialQuantities;theriskthatthematerialquantitieshavebeenunderestimatedduetopoorscopedefinition and/or the method used to determine the quantities.

• MaterialPrice;riskassociatedwithmaterialunitpricesusedintheestimateareinaccurate.

• LaborProductivity;riskthatlaborproductivityanticipatedbythebiddersislessthanthatincludedusedin the estimate.

• LaborPrice;riskthat laborratesusedintheestimatearelowerthanwhatwillbeanticipatedbythebidders.

NOTE:RiskforlaborandmaterialpricesisNOTtoaccountforanticipatedescalation.Anticipatedescala-

tion should be calculated and included in the base estimate (see Chapter 3). Labor/material price risk is

calculated to account for the possibility that the base rates in the estimate are inadequate and abnormal

escalation caused by market factors (shortages, etc.).

Amounts to be used as the cost basis for calculating material and labor risk can be extracted from the

estimate using the estimate line item codes defined in Chapter 3. Suggested percentages to be used in the

analysis are shown in Attachment 5-1. In these tables the (+) percentages should be used to determine

risk amounts to be added to the estimate. The (+) and ( – ) percentages should only be used for Monte-

Carlo type simulations where range estimating is employed.

When using the above risk factors, the following points must be considered:

5-6


1) Material and labor factors will compound as additional material quantities will require additional instal-lation labor.

2) Factors must be applied before contractor markups (overhead, insurance, profit, etc.).

3) If using these factors for range estimating or Monte-Carlo type analyses, both plus and minus factors should be used.

escalation risk for construction inputs

As noted in Chapter 3, “anticipated escalation” is to be included in the base cost of the estimate. “Escalation

risk” is the risk that the anticipated escalation included in the base bid will be exceeded due to unforeseen

market conditions for a particular resource. For example, if steel prices are projected to increase 4 % per

year over the length of the project, this amount of escalation should be included in the base bid. Escalation

risk is the risk that steel prices will escalate beyond the 4% per year included in the base estimate.

It is also important to distinguish between “escalation of construction inputs” and “construction market con-

ditions”. Construction inputs include the labor, materials, process equipment, supplies, fuel, etc., that are

required to complete the project. Construction market conditions (see below) are reflective of the volume

of work available to contractors and affect the overall bid price in addition to the pricing of construction

inputs.

construction market conditions

At later stages in the project development, the construction market is the principal factor leading to varia-

tions between cost estimates and bid prices. The “construction service” performed by the general contac-

tor and subcontractors must be viewed as a commodity in itself and analyzed for market conditions that

may affect the overall bid price for the project. Current construction market activity and future trends of

total construction volume in the local and national market need to be monitored and taken into account

when forecasting bid prices. For the local market, DEP can network with other large public agencies in the

area (Ports Authority, DDC, etc.), labor unions, trade associations (AGC of New York, General Contractors

Association), etc. to gauge the level of upcoming construction activity. In addition, commercially-available

local and national forecasts can be used which include McGraw-Hill Construction Research and Analytics

and Global Insight.

A variety of factors may lead to market conditions that result in above-normal bid prices. These factors

include:

• Numberofbidders

• Biddersperceptionofriskassociatedwiththeproject

• LengthoftimebetweenbidandanticipatedNoticetoProceed(increasesescalationrisktobidders)

• Abilitytoobtainperformancebonds

• Levelofconstructionactivityinthenationalandlocalmarket

Due to the variability and significant impact construction market conditions may have on bid prices, base

cost estimates should be priced with standard (typical) contractor markups for risk, profit, and overhead.

5-7


Any adjustments to the standard markup should be carried as a separate item in the estimate for visibility

and should be referenced to and explained in the Basis of Estimate document. The estimating team should

recommend an adjustment based on their experience with the local market, but BEDC Management should

make the final determination on the amount of any adjustment to the standard markups. A detailed discus-

sion of various methods for monitoring market conditions is included at the end of this chapter.

As standard markups for subcontractor profit/overhead, contractor overhead/profit, insurance/bonds, and

normal escalation may vary according to economic and market conditions, they should be obtained from

the BEDC Cost Estimating Division prior to finalizing an estimate. See estimate procedures and formats in

Chapters 3 and 4 for instructions on calculating and summarizing adjustments to the standard markups.

Otherthanresearchonthenumberofbiddersvs.bidprices(discussedbelow),littlepublishedresearchex-

ists that can be used to predict variances in bid results due to “construction market” conditions, particularly

at the local level. The estimating team and other members of the project team must analyze both the global

and local market conditions to determine recommended general contractor and subcontractor markup

percentages to be used in cost estimates. Analysis methods that can be employed by the estimating team

include:

• “Feelslike”surveysofotherownersandentitiesreceivingbidprices

• Re-pricinghistoricalbidsfromdifferenttimeframes

• Statisticalanalysisofbidresults

“Feels like” Surveys

“Feels like” surveys are non-technical and simply involve gathering the opinion of a number of owners, con-

tractors, estimating professionals, and others involved in receiving bid prices, to formulate an intuitive sense

“gut feel” for how bid prices compare to “normal” market conditions. While this is a relatively inexpensive

method, it is obviously highly subjective.

Re-pricing of Historical Data

Use of this method involves several distinct steps as listed below:

1) Identify two similar projects, one that is a historical project bid prior to the onset of the current market conditions.

2) Extract fully-burdened unit prices (unit prices with all contractor markups included) from an historical internal estimate that used “typical” markups and that has been reconciled to the actual received bid.

3) Adjust these extracted, fully burdened unit prices for the known escalation of construction inputs (labor, materials, etc.).

4) Use these adjusted prices to estimate a recently bid project similar in nature to the historical project.

5) By comparing the estimate of the recently bid project (using the adjusted prices from the historical project), to the actual bid of the recent project gives a qualitative indication of the change in the con-struction market.

Obviouslythismethodrequiresidentificationofprojectswithenoughsimilaritythatthecomparisonisvalid.

It is important to note that this process of evaluating construction market conditions is very labor intensive.

5-8


Bid Prices vs. Number of Bidders

Oneofthefactorstoconsiderwhenestablishingadjustmentstoestimatedcontractormarkupsisthenum-

ber of anticipated bidders. Numerous studies have documented the tendency for an increase in bid prices

as the number of bidder’s decreases. Many factors affect the number of bidders that will ultimately propose

on a given project. Among these, project size, potential risk, and complexity of the project are typically the

most influential.

Comparison of the data from the various studies suggests that although the effect of the number of bidders

on bid prices is “universal”, the data sets do not support a single mathematical model. Variance between

the studies is likely due to factors associated with the construction type, location, and other owner-specific

variables. Even with the variance between the studies, they can be used to formulate suggested guidelines

on the potential effect on bid prices of a lower than normal number of bidders. When evaluating construc-

tion market conditions, the following guidelines should be considered when less than four bidders are

anticipated:

3 bidders – up to 15% of the total estimated bid price

2 bidders – 20 to 30% of the total estimated bid price

1 bidder – 25 to 40% of the total estimated bid price

The above percentages should be considered approximate guidelines only, as results from individual proj-

ects may vary significantly above or below these ranges.

Methods for Setting Contingency

There are a variety of methods for establishing contingency for construction projects. Most methods can

be grouped into three main categories as shown in the table below:

t a b l e 5 - 2 s u m m a r y o F t y p i c a l c o n t i n g e n c y e s t i m a t i n g m e t h o D o l o g i e s

CatEgory mEthod

QualitativePre-Determined Percentages

Expert Opinion

Risk Analysis

Standard Risk Model

Simplified Monte Carlo Risk Model

Integrated Cost/Model Risk Model

Which method, or combination of methods, used will depend on the available historical data and the nature

of the project, (size, complexity, significance). This decision must be agreed upon by the project team and

documented in the Basis of Estimate Report. Each method for setting contingency is described later in this

chapter.

5-9


The table below summarizes the minimum requirements for contingency setting methods to be for all esti-

mates prepared for BEDC based on the estimated project value and estimate class. Methods are described

in detail in the following section.

t a b l e 5 - 2s u m m a r y o F c o n t i n g e n c y m e t h o D o l o g i e s r e q u i r e D b a s e D o n p r o j e c t s i z e a n D e s t i m a t e c l a s s

ContingEnCy mEthodology Class 5 Class 4 Class 3 Class 2 Class 1Pre-Determined Percentages (AACE Guidelines) Required Required Required Required Required

Standard Risk Model OptionalRequired if

>$10MRequired if

>$10MRequired if

>$10MRequired if

>$10M

Simplified Monte Carlo Risk Model Optional

Required if >$25M

Required if >$25M

Required if >$25M

Required if >$25M

Integrated Cost/Schedule Risk Model Not Applicable

Optional if >$50M

Optional if >$50M;

Required if >$100M

Update of Class 3 Analysis

Update of Class 2 Analysis

Notes:1) Regardless of the method(s) used to analyze contingency, pre-determined percentages shall also be established by the estimating team. The amount of contingency included in the estimate shall not be less than that calculated by the pre-determined percentages ap-propriate for the class of estimate unless approved by the BEDC project manager.2) Where a formal risk analysis is performed, the risk register shall also be prepared and used as input for a portion of the risk analysis.

pre-Determined percentages

Onecommonlyusedpractice is toaddcontingencyto thebase

cost estimate using pre-determined percentages such as those

recommended in AACE Recommended Practice 18R-97. Us-

ing pre-determined percentages is the minimum requirement for

determining contingency amounts. Pre-determined percentages

may need to be supplemented with other methods depending on

the nature of the job.

Recommend percentages in AACE 18R-97 were determined from

industry research, including regression analysis of historical proj-

ect data. However, since they represent average results, simply

applying them to base cost estimates without further analysis may

not provide an adequate picture of project risk. The expected accuracy ranges listed in AACE 18R-97 are

defined as the “… typical variation in low and high range after the application of contingency (determined

at a 50% level of confidence). Typically, this results in a 90% confidence that the actual cost will fall within

the bound of the low and high ranges.”

EstimatE Class

aaCE rECommEndEd ContingEnCy

5 L: -20% to -50%H: +30% to +100%

4 L: -15% to -30%H: +20% to +50%

3 L: -10% to -20%H: +10% to +30%

2 L: -5% to -15%H: +5% to +20%

1 L: -3% to -10%H: +3% to +15%

5-10


The AACE recommended contingency percentages are a range for each estimate class. Determination of

the value included in the estimate should be done by evaluating a number of factors, including:

• Levelofprojectdefinition;poorly-definedprojectsrequirehighercontingency

• Complexityoftheproject;morecomplexprojectsrequirehighercontingency

• Stateofthetechnologyinvolvedwiththeproject;newtechnologyrepresentshigherrisk

• Experienceoftheestimatingteamwiththeparticulartypeofproject

• Timeallowedtopreparetheestimate

• Qualityofthecostdataavailable

• Overallqualityoftheestimate

In addition to the project team evaluating the above factors and recommending a contingency percentage

to be included in the estimate, the significance of the project in terms of impact to the overall DEP capital

program. Projects that cannot be delayed due to consent decrees or other obligations or considerations,

should carry a higher contingency (closer to the high end of the recommended range), even if the other

factors would justify a contingency at the lower end of the range.

expert opinion

Contingency may be set based on the experience of the estimators and other members of the project team.

This method takes the nature of the project and specific risk factors into account, and therefore may provide

a more realistic projection than pre-determined percentages. However, it is very subjective and heavily

reliant on the availability of experts with a background relevant to the particular project. The level of detail

and structure when using the expert opinion approach can vary widely, from assigning an overall project

contingency, to assigning a contingent amount to discrete WBS elements and additional risk drivers. This

method should only be used when experts with specific, relevant experience with all aspects of the project

are available, and only with specific approval from the BEDC project manager.

risk analysis

Risk analysis can be used to evaluate appropriate levels of contingency for a project. In addition, risk

analysis sessions add value to the project development process since they require the project team to

identify risks and analyze options to mitigate these risks to reduce the overall project impact. In addition to

generating a recommended value for contingency, risk analysis sessions provide feedback on:

1) Areas of the design that might require additional development

2) Risk mitigation strategies

3) Identified risk items that may require involvement by management

Risk analysis methods vary in complexity and effort required to employ them. Common methods include:

• StandardRiskModel

• SimplifiedMonteCarloRiskModel

• IntegratedCost/ScheduleRiskAnalysis

5-11


Standard Risk Model

Oneofthesimplestriskanalysismethods,sometimesreferredtoasthe“standardriskmodel”,consistsof

the following steps:

1) Assemble a risk register by identifying and listing each risk elements associated with project completion.

2) Assign an estimated cost and schedule impact to each risk element (cost to the project should the risk element occur).

3) Assign a probability (percent chance) that the risk element will occur.

4) Calculate the expected net risk by multiplying the cost and schedule impact of each risk element times the associated probability.

5) Sum the expected net risk of each risk element to calculate the total risk for the project.

ThismethodisalsoknownasExpectedValueandExpectedNetRisk.Onedisadvantageofthismethodis

that it produces a “single point” contingency that does not provide a probability of the calculated contin-

gency being exceeded. Use of the risk register to support risk identification and management is detailed

in the BEDC Project Delivery Manual and a copy of the latest standard risk register template should be

obtained from your BEDC PM at the initiation of every project.

Simplified Monte Carlo Risk Model

The standard risk model can be enhanced to generate probabilities on whether a given contingency amount

will be exceeded. For each line item in the risk register, minimum, most likely, and maximum values of

budget and schedule impact are determined to create a triangular distribution for each line item. Using the

triangular distributions and associated probability of occurrence for each line item as input, a simple Excel-

based Monte Carlo simulation generates an estimated project cost (base estimate cost plus contingency)

for a range of probability values (50%, 60%, 70% 80%, 90%, etc.). The results can be presented as a

probability distribution curve or in a table format.

As an example of this method, the base estimate for a project may be $100M. By adding a contingency of

$30M, the probability of not exceeding the total projected cost of $130M might be increased to 80%. By

adding contingency of $50M (total projected cost of $150M) the chance of not exceeding the total projected

amount might be increased to 90%.

In general, the required input consists of:

• Baseestimateamount(costandschedule)

• Estimatecertainty(baseestimatedcostandschedule)

• Assignmentofaprobabilitythattheriskwillhappen.

• Assignmentofindividuallineitemsintherisklogwithseparateminimumamounts,mostlikelyamounts,and maximum amounts.

• Scheduleimpactinmonths(minimum,maximum,mostlikely)

Detailed instructions for using the Simplified Monte Carlo Risk Model, along with a template and sample,

should be obtained from your BEDC Project Manager at the initiation of a project.

5-12


Integrated Cost/Schedule Risk Model

The Integrated Cost/Schedule Risk Model uses Monte Carlo simulation techniques to generate the most

likely outcome of the combination of all the risk items (both cost and schedule) associated with a project.

Commercial off-the-shelf software is available to perform Monte Carlo simulations. A complete Monte Carlo

simulation requires extensive involvement from the project team and should be facilitated by an individual

experienced with the process.

OnecommonapproachistouseMonteCarlosimulationinconjunctionwithrangeestimating.Underthis

approach, line items at a certain WBS level in the estimate are assigned ranges as opposed to a single cost

amount. This requires the estimator to assign a minimum cost, a most likely cost, and a maximum cost for

each line in the WBS. Based on the theory that neither the “best case” nor the “worst case” will happen

for all line items, the simulation runs multiple iterations of possible cost combinations and possible final

values for each line item, and calculates a probability distribution. From this probability distribution, the

project team can select a required contingency amount based on the desired confidence level. The desired

confidence level translates into the probability that the contingency amount will not be exceeded.

Recent studies have indicated that Monte Carlo-type simulations are not effective in calculating realis-

tic probability distributions on poorly-defined jobs. Without realistic probability distributions, selecting a

reasonable contingency becomes impossible. These studies point to several factors that lead to poor

simulation results:

• Failuretorecognizethedependenciesbetweenriskitemsandaccountforthisinthesimulation..

• Attheearlystagesofprojectdevelopment,project-specificriskdriversarenotreadilydefinable.

• Lackofprojectdefinition(especiallyattheearlystagesofprojectdevelopment)typicallyleadstooveroptimistic estimates of project cost and risk.

Because of the shortfalls of simulation techniques, they should be used only under the following conditions:

• Projectdefinitionhasprogressedtothepointwhererisksarereadilydefinable,andvalidrangeesti-mates can be performed.

• PersonnelexperiencedinMonteCarlomethodsareavailabletofacilitatearisksession.

• Projectsizeandsignificancejustifytheeffortrequiredtocompletetheevaluation.

Chapter 5

Attachments


1

Attachment 5-1 Guidance on Contingency Levels for Primary Construction InputsATTACHMENT 5 - 1

GUIDANCE ON CONTINGENCY LEVELS FOR PRIMARY CONSTRUCTION INPUTS

Description (+) % Remarks

Material QuantityMajor process equipment from equipment lists 0Detailed takeoff from completed design drawings 0-10 Includes miscellaneous equipment, instruments, (other than

major process equipment), etc. for other than Class 1 and 2 estimates.

Takeoff from a “go-by” design (design drawings from a previously-designed facility similar in nature)

5 - 20

Factored using a cost estimating relationship 10 - 25Assumed by estimator 20-50

Agreed contract price 0Firm quote (written) 0-2 2% to account for contract finalizationBudget quote (written) 5 - 15Estimated price (using current invoices or published data) 10 - 20 Includes estimating database prices updated by pricing Database prices (not updated by pricing service) 15-25Plug prices 20-30

Actual (measured) productivity on same jobsite 0-5Actual (measured) productivity from another jobsite 5 - 10Database with historical data 5 - 20Published data (Means, etc.) 10 - 20Estimated (no backup) 15-50

Site agreement currently in place 0Union agreement 0-5 Possible adjustment for crew assignment and jurisdictional Published labor rates 5 - 10Published data (Means, etc.) 10 - 15Estimated (no backup) 15-20

210

1

2

34

0

432

4321

Material Price

Labor Productivity

Labor Price

Code

0

10

543


2


Chapter 6

Estimate Review and Approval

Chapter 6

Estimate Review

and Approval

6-1

Chapter 6 Estimate Review and Approval

Chapter 6 – Estimate Review and Approval

Introduction

Three levels of review are required for each cost estimate prepared for BEDC Capital Projects prior to

submittal to the BEDC Project Manager. These three levels include:

• Costestimatingteamreview

• Projectmanagementanddesignteamreview

• Consultantseniormanagementreviewandendorsement

The scope and purpose of these reviews is described in this section.

All reviews shall be performed using the Basis of Estimate (BOE) Report as the reference document and the

primary basis for the agenda (see Chapter 5 for details on the BOE Report). In addition to the BOE Report,

a complete copy of the project definition package (drawings, specifications, gap analysis, and other related

information) should be made available for each review team and shall be available during every review

session.

The meeting minutes and notes addressing the disposition of items identified shall be included in the

Estimating Quality Assurance section of the BOE document.

The remainder of this chapter describes the quality reviews of the cost estimate

Cost Estimating Team ReviewPurpose

An independent lead estimator that was not involved in preparing the estimate should perform a peer review

of the estimate. This review should be performed before the estimate is submitted to the project manage-

ment and design team.

Areas of Focus

The estimate should include a detailed scope review and a detailed pricing review using the following

reports:

• ScopeReviewReportorganizedbyAssembly

• ScopeReviewReportwithLineItemDetail

• Labor/ProductivityDetailReport(Assembly)

• Labor/ProductivityDetailReport(Item)LaborandEquipmentResourceReports

SeeChapter4–EstimateOutputsfordescriptionsandsamplesofthesereports.

6-2


Participants

This peer review should be performed by the independent lead estimator with the project lead estimator and

each discipline estimators that were involved in preparing the estimate.

Review Materials

A hard copy of the drawings and specifications, gap analysis, BOE Report and either a hard or electronic

copy of the estimate.

Specific Review Topics:

Estimate Classification• Concurrencewiththeestimateclassificationindicatedbytheestimatingteam.

Design Basis• Estimatingteamusedandpricedthemostcurrentversionofall:

– Designdocuments

– Correspondence

– GapAnalysis

– Anyotherinformationthatmightaffecttheestimate.

Estimating Methodology• Estimatingmethodologiesappropriateforthestatusofthedesigndocumentsprovided.

• Any parametric models or cost estimating relationships used in the estimate have been appliedproperly.

Cost Basis• ChecktheestimateagainsttheprojectdefinitiondocumentsincludingthedetailedWBStoensurethat

all required elements have been included in the estimate as either quantity take-offs or allocations.

• EnsuretheGapAnalysishasbeenproperlypricedintheestimate

• Spotcheckmajortakeoffquantities

• Reviewalllineitempricingintheestimateforproductivity,propercrewassignments,etc.

• Reviewalllaborratesandcrewcompositions

• Checkthatthetotalamountsonthelaborandequipmentresourcereportsmatchthecorrespondingamounts on the estimate summary reports.

• Reviewpricingofallitemsincludedintheequipmentlist.Ifquoteswerereceived,checkforcompli-ance to the design requirements.

• Reviewpricingofallmajorcommodities

• Reviewallindirectcostsandmarkups

Planning Basis• Theprojectschedulemeetsall regulatory requirements,projectmilestones, interfaceswithexisting

plant, etc.

• Reviewdurationofmajorscheduleactivities

• Reviewschedulelogic

6-3


Allowances• Reviewallallowancesincludedintheestimate

Assumptions• Verifytheassumptionsmadebytheestimatingteam

Exclusions• Reviewexclusionstakenbytheestimatingteam

Exceptions• Indicateconcurrencewithanyexceptionsfromanestimatingstandpoint

Risk and Opportunities• Verifythatallknownriskshavebeencapturedintherisklog

• Indicateconcurrencewiththemagnitudeandprobabilityofallriskitems

Contingencies• Reviewandconcurwithcontingencyallocations

Reconciliation• Reviewoverallreconciliationtopreviousestimate

Benchmarking• Reviewallmetricsproducedbytheestimatingteam

• Compareestimatetoanyotherapplicablemetrics

Outputs

The independent estimator should review the material and host a meeting with the lead estimators that

prepared the cost estimate and go through areas of justification as requested by the independent estimator.

Meeting minutes with an attendee list shall be produced and distributed to each attendee after the review.

Project Management and Design Team ReviewPurpose

A detailed scope review performed with the design team to confirm compliance with the design documents

and design intent.

Areas of Focus

The review shall verify that the estimate accurately reflects the approved scope of the project as repre-

sented by the project definition package including the gap analysis to cover scope items not shown in the

documents.

Participants

This peer review should be performed with the lead estimator, the design Consultant Project Manager and

key design discipline leads, and the BEDC Project Manager.

6-4


Review Materials

TheScopeReviewReportbyAssemblyshouldbeusedtofacilitatethisreview.AhardcopyoftheBasis

of Estimate document shall be provided to each reviewer. The estimate may be reviewed in hard copy or

electronically. Copies should be provided to all reviewers several days before the review.

Specific Review Topics

Estimate Classification• Generalconcurrencewiththeestimateclassificationindicatedbytheestimatingteam.

Design Basis• Estimatingteamreceivedthemostcurrentversionofall:

– Designdocuments

– Correspondence

– Anyotherinformationthatmightaffecttheestimate

• Reviewgapanalysisforeffectivenessinconveyingscopenotshown


• Any parametric models or cost estimating relationships used in the estimate have been appliedproperly.

Cost Basis-• Checktheestimateagainsttheprojectdefinitiondocuments,includingthedetailedWBStoensurethat

all required elements have been included in the estimate as either quantity take-offs or allocations.

• EnsuretheGapAnalysishasbeenproperlypricedintheestimate.

• Reviewpricingofitemsincludedintheequipmentlist.Ifquoteswerereceived,checkforcomplianceto the design requirements.

• Reviewpricingandescalationofallmajorcommodities.

• Foranyunusualrequirementsintheplansorspecifications,verifythattheestimatingteamunderstoodthe requirements and priced them accordingly.

• Foranyuniquedesignelementsthatrepresentafirst-timeapplication,oranapplicationnotnormallyincluded in the type of project, review the pricing with the estimating team.

• Checkindirectcostsforconcurrenceontesting,qualitycontrol/assurance,andstartuprequirements.

Planning Basis• Theprojectschedulemeetsall regulatory requirements,projectmilestones, interfaceswithexisting

plant, etc.

Allowances• Indicateconcurrencewithallallowancesincludedintheestimate.

Assumptions• Verifytheassumptionsmadebytheestimatingarecorrectrelativetothedesign.

Exclusions• Indicateconcurrencewiththeexclusionstakenbytheestimatingteam(theexclusionsarenotinthe

project scope)

6-5


Exceptions• Indicateconcurrencewithanyexceptionsfromadesignstandpoint.

Risk and Opportunities• Verifythatallknownriskshavebeencapturedintherisklog.

• Indicateconcurrencewiththemagnitudeandprobabilityofallriskitems.

Contingencies• Reviewitemizedlistofcontingencyitemsfocusedonscope,estimatingmethodology,materialsescala-

tion, market conditions, and other project specific risks.

• Indicateconcurrence

Management Reserve• ProviderecommendationforManagementReservefundsbasedonprofessionaljudgmentofthepo-

tential changes that could occur in the future prior to bid and award.

Reconciliation• Reviewreconciliationtopreviousestimate

• Indicateconcurrencewithscopechangesorotherfactorscontributingtochangeinestimate.

Outputs

The review participants must convene a meeting to review the topics listed above. As part of the review

meeting, it is often helpful to review a copy of the live estimate with a screen and projector in the room.

Meeting minutes with an attendee list shall be produced and distributed to each attendee after the review.

The Project Manager shall verify that all review comments are incorporated into the estimate.

Design Consultant Senior Management EndorsementPurpose

Assure that all quality reviews have occurred and to provide final review and approval of the Basis of Esti-

mate Report.

Areas of Focus

The main area of review is the established contingency and recommendations for Management Review.

Participants

This review should be performed with the lead estimator, the DEP project manager, and the Consultant

Project Manager.

Review Materials

TheestimatereportsortedbyArea/Process/Systemshouldbeusedtofacilitatethisreview.Ahardcopy

of the Basis of Estimate document shall be provided to each reviewer but the estimate may be reviewed by

using hard copies or reviewing a copy of the live estimate with a screen and projector. Copies should be

provided to all reviewers several days before the review.

6-6


Specific Review Topics


Risks• Verifythatallknownriskshavebeencapturedintheriskledger.

• Reviewmagnitudeandprobabilityofallriskitems.

Contingencies• Itemized listofcontingency items focusedonscope,estimatingmethodology,materialsescalation,

market conditions, and other project specific risks.

Management Reserve• ProviderecommendationforManagementReservefundsbasedonprofessionaljudgmentofthepo-

tential for unpredicted changes that could occur in the future prior to bid and award

Reconciliation• Reviewreconciliationtopreviousestimate

Outputs

The Management Team prepares a cover letter for transmittal of the estimate to BEDC. The cover letter

must include the following language:

“Wehavereviewedtheattachedprojectcostestimate.Webelievethattheestimateconformstotheac-

cepted standard of care for professional practice, that it is complete in terms of scope, schedule, cost of

materials, and labor. It is based on current market conditions and an anticipate level of competition and

reasonably expected future trends, assumingnooutside adverseproject impacts or delays. This cost

estimatehasbeenescalatedonastraightlineextrapolationtothemidpointofconstructionbasedonthe

projected start year of construction. The goal was to develop an estimate that would be the second lowest

bid if submitted by a contractor in a competitive bid.”

The letter must be signed by the Project Director for all estimates under $200 million in construction value

and by the president of the firm (or of each joint venture) for all estimates over $200 million in construction

value.