1. AASHTO Estimator Presentation Introduction Obtaining an Estimator Account Log in Estimator Set up Global Options Opening a catalog New items Special Provisions (“A”) items Setting up estimates Importing Excel files Introduction Obtaining an Estimator Account Log in Estimator Set up Global Options Opening a catalog New items Special Provisions (“A”) items Setting up estimates Importing Excel files

2. Definition of Estimator Estimator is an interactive, PC-based, stand-alone cost estimation system for highway construction. Trnsport SuitePart of AASHTO Trnsport Suite Many U.S. states use Estimator including: –NY, Maine, Maryland, Ohio, Pennsylvania, Vermont, Virginia, and District of Columbia Estimator is an interactive, PC-based, stand-alone cost estimation system for highway construction. Trnsport SuitePart of AASHTO Trnsport Suite Many U.S. states use Estimator including: –NY, Maine, Maryland, Ohio, Pennsylvania, Vermont, Virginia, and District of Columbia

4. Types of Estimates Cost-Based Estimate Estimation based on the components (equipment, labor and materials) used to produce the item Bid-Based Estimate Estimation based on the historical price of the item from previous contracts Reference Price Estimate Based on a subcontractor or supplier quote Ad-Hoc Estimate Based on engineering judgement Used when bid history is not available Combination of Cost, Bid and Reference prices Cost-Based Estimate Estimation based on the components (equipment, labor and materials) used to produce the item Bid-Based Estimate Estimation based on the historical price of the item from previous contracts Reference Price Estimate Based on a subcontractor or supplier quote Ad-Hoc Estimate Based on engineering judgement Used when bid history is not available Combination of Cost, Bid and Reference prices

5. Obtain an Estimator® Account Purchase Estimator® from InfoTech –http://www.infotechfl.com/products/estimator.php –Note: Link on CTDOT website –Annual fee - $479 for each license –Separate license is required for each State Information about other AASHTO TRNS*PORT products can be found at: –http://www.cloverleaf.net/ Purchase Estimator® from InfoTech –http://www.infotechfl.com/products/estimator.php –Note: Link on CTDOT website –Annual fee - $479 for each license –Separate license is required for each State Information about other AASHTO TRNS*PORT products can be found at: –http://www.cloverleaf.net/

6. CTDOT Catalog Download The latest Metric and English catalogs and item lists are available online at: –http://www.ct.gov/dot/site/default.asp –Navigate to “Doing Business with CONNDOT” –Go to CTDOT AASHTO Trns*port Environment listed under the Engineering Resources –Select Estimator The Estimator Catalogs (English and Metric) are listed Estimator User Guides are here also The latest Metric and English catalogs and item lists are available online at: –http://www.ct.gov/dot/site/default.asp –Navigate to “Doing Business with CONNDOT” –Go to CTDOT AASHTO Trns*port Environment listed under the Engineering Resources –Select Estimator The Estimator Catalogs (English and Metric) are listed Estimator User Guides are here also

8. Estimator® Log In Click on the Estimator Icon Log in with the credentials that were supplied to you by InfoTech Click on the Estimator Icon Log in with the credentials that were supplied to you by InfoTech

9. Open a Catalog Select either English 3 Year catalog (ENG3YR) or Metric 5 Year catalog (MET5YR) Updates to the catalog will be available the first Wednesday of the month Posted on the CTDOT server and on the Internet http://www.ct.gov/dot/cwp/view.asp?a=3886&Q =484094&PM=1

10. Catalog Items Requesting New Items – Go through CTDOT project consultant liaison Must be requested 4 weeks prior to FDP Obsolete Items Do not appear in catalog, but are used in bid histories Special Provisions ** See Special Provisions ** Requesting New Items – Go through CTDOT project consultant liaison Must be requested 4 weeks prior to FDP Obsolete Items Do not appear in catalog, but are used in bid histories Special Provisions ** See Special Provisions **

11. Global Options – General Tab On the main menu, select Tools->Global Options

12. Global Options – Numeric/Rounding

13. Global Options – URLs

14. Global Options – Tree Labels

15. Creating a New Estimate Estimates are made up of an estimate header, a group list, and a group’s item list –In the future, project templates will be created –Templates will have the common items filled in –For Consultants, templates will be stored on the CTDOT Internet On Main menu, select File->New Save the Estimate file –Every so often select the File->Save Estimates are made up of an estimate header, a group list, and a group’s item list –In the future, project templates will be created –Templates will have the common items filled in –For Consultants, templates will be stored on the CTDOT Internet On Main menu, select File->New Save the Estimate file –Every so often select the File->Save

16. Header Information

17. Estimate ID – Project number +”_CT” Spec Year – 11 for English, 10 for metric Automatically set by the catalog that was selected Base Date – anticipated Letting date If Letting date not known, take FDP date + 70 days Unit System – English or Metric Longitude/Latitude of Midpoint If not readily available, use Google Earth* Federal/State Project Number – Use Federal Aid Project (FAP) number if known; otherwise leave blank Estimate ID – Project number +”_CT” Spec Year – 11 for English, 10 for metric Automatically set by the catalog that was selected Base Date – anticipated Letting date If Letting date not known, take FDP date + 70 days Unit System – English or Metric Longitude/Latitude of Midpoint If not readily available, use Google Earth* Federal/State Project Number – Use Federal Aid Project (FAP) number if known; otherwise leave blank

18. Obtaining a Midpoint (Lat/Long) for Project Open Google Earth Type address in search box Add a placemark Open Google Earth Type address in search box Add a placemark

19. Obtaining a Midpoint (Lat/Long) for Project continued Center the placemark within the project limits. –Note the latitude and longitude of the midpoint of the project – round to nearest minute Center the placemark within the project limits. –Note the latitude and longitude of the midpoint of the project – round to nearest minute

20. Obtaining a Midpoint (Lat/Long) for Project continued Enter the coordinates (lat/long) in the Estimator project header –Note: Estimator lists longitude first, then latitude Enter the coordinates (lat/long) in the Estimator project header –Note: Estimator lists longitude first, then latitude

21. Header Information Note: The Information contained in this part of the header may affect the estimate total.

22. Header Information Continued Work Type – Selection based on the work of the “most costly” items Highway type – Functional classification (Highway Log – available on-line) Urban/Rural Type (Highway Log – available on-line) Season – Season of the letting date (should coincide with base date) –Fall (9/21 – 12/20) –Spring (3/21 - 6/20) –Summer (6/21 - 9/20) –Winter (12/21 - 3/20) County – Town, Statewide, District wide District – (1, 1A, 2, 3, 3A, 4, HDQ) Contingency – Done at lead level/Consultant Liaison –Estimate Total field uses a Contingency % in the calculation – list in notes section Description –same as project title Work Type – Selection based on the work of the “most costly” items Highway type – Functional classification (Highway Log – available on-line) Urban/Rural Type (Highway Log – available on-line) Season – Season of the letting date (should coincide with base date) –Fall (9/21 – 12/20) –Spring (3/21 - 6/20) –Summer (6/21 - 9/20) –Winter (12/21 - 3/20) County – Town, Statewide, District wide District – (1, 1A, 2, 3, 3A, 4, HDQ) Contingency – Done at lead level/Consultant Liaison –Estimate Total field uses a Contingency % in the calculation – list in notes section Description –same as project title

23. Header Information Continued Estimated by – should be blank Checked by – Optional Approved by – Optional Estimate type – Scoping, 30%, 60%, 90%, Final, Addendum, change order, other Notes page – list contingency/incidental percentages breakdowns Estimated by – should be blank Checked by – Optional Approved by – Optional Estimate type – Scoping, 30%, 60%, 90%, Final, Addendum, change order, other Notes page – list contingency/incidental percentages breakdowns Blank

24. Estimator Windows & Views Estimator displays catalogs and estimates in windows –Can open several estimates at a time –Arrange windows (cascade or tile) Tree Area vs. Grid Area Estimator displays catalogs and estimates in windows –Can open several estimates at a time –Arrange windows (cascade or tile) Tree Area vs. Grid Area Tree Area Grid Area

25. Groups Groups are based on funding source –Add a description to each group Each group can have an unlimited number of items To add a group, select “Add Group” from the Edit menu Groups are based on funding source –Add a description to each group Each group can have an unlimited number of items To add a group, select “Add Group” from the Edit menu Group Descriptions

26. To expand on a group, Click on GO

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

28. ITEMS Items are stored in the Standard Item Catalog –Just start typing item number –Formatted as text and contain leading zeros Unit price – cost of one unit of item –Determined by the estimator or calculated from a cost sheet, bid history or reference price Price Source – –None – no active price basis –Multiple – more than one type of active price basis –Ad Hoc – The user creates a price basis for the item – manually entered Items are stored in the Standard Item Catalog –Just start typing item number –Formatted as text and contain leading zeros Unit price – cost of one unit of item –Determined by the estimator or calculated from a cost sheet, bid history or reference price Price Source – –None – no active price basis –Multiple – more than one type of active price basis –Ad Hoc – The user creates a price basis for the item – manually entered

29. Items Continued Items can be added to an estimate from either GROUPS or ALL ITEMS tab; each item must be assigned to a group Items can be sorted either from the ALL ITEMS tab or from the GROUPS Tab –Initially items are listed by Line Number order Items can be added to an estimate from either GROUPS or ALL ITEMS tab; each item must be assigned to a group Items can be sorted either from the ALL ITEMS tab or from the GROUPS Tab –Initially items are listed by Line Number order

30. Special Provisions Former Special Provision item designation was “A” –Current notation for Special Provision items is “** See Special Provisions **” –Added in the Supplemental Description Former Special Provision item designation was “A” –Current notation for Special Provision items is “** See Special Provisions **” –Added in the Supplemental Description

31. Sorting Items Sort the item list using the All Items tab Sort by item number or any column heading Sort the item list using the All Items tab Sort by item number or any column heading

32. Finding Items Find button for item numbers

33. More on Pricing Bid History – Estimator puts bid histories of items at users fingertips. Ad hoc Bid History – Estimator puts bid histories of items at users fingertips. Ad hoc

34. Estimator Pricing Bid History Regression

35. Estimator Pricing Bid History Average

36. Excel Import Formatting must be correct –Item numbers formatted as text with leading zeros –Items numbers cannot have “A” for Special provisions –Special provisions must be listed in separate column as ** See Special Provisions ** –Column Headings Formatting must be correct –Item numbers formatted as text with leading zeros –Items numbers cannot have “A” for Special provisions –Special provisions must be listed in separate column as ** See Special Provisions ** –Column Headings

37. Contact Information Email at: DOT.TrnsPortEstimator@ct.gov Ron Tellier –Ronald.Tellier@ct.gov –(860) 594-3285 Kathy Zimmerman –Kathleen.Zimmerman@ct.gov –(860) 594-3326 Julie Annino –Julie.Annino@ct.gov –(860) 594-2730 Email at: DOT.TrnsPortEstimator@ct.gov Ron Tellier –Ronald.Tellier@ct.gov –(860) 594-3285 Kathy Zimmerman –Kathleen.Zimmerman@ct.gov –(860) 594-3326 Julie Annino –Julie.Annino@ct.gov –(860) 594-2730