Section 6: Estimate Checklist
The project estimate should be created in DCIS prior to the spec list. The automated spec list program pulls most of its information from the estimate. Refer to the DCIS User Manual for further details on the creation and modification of the estimate and associated information that needs to be input at the same time.
Check quantities,
descriptions, and units of measurement in the estimate against those
shown in the plans.
- Verify that all descriptive codes used
are valid and can still be used. (See memorandum to all DE’s from
DES dated August 19, 1996, and refer to the payment articles in
the specifications or Special Provision) Valid codes can be found
at
http://ftp.dot.state.tx.us/pub/txdot-info/des/specs/usfcod14.txt.
- Make sure Special Provision numbers are
listed with all applicable bid items.
- For all projects, make sure that all new
descriptive codes have been obtained through the CST_RDWY_SPECS
prior to final PS&E submission.
- Check estimated unit prices.
- Make sure that all items measured by lump
sum have a quantity of 1.0. On projects with multiple CSJs, the
combined lump sum quantity must total 1.0. No quantities should
be 0.0.
- Make sure that the same Item/Descriptive
Codes have the same unit price throughout the estimate (all CSJs,
categories of work, etc.). Discrepancies can be quickly determined
by printing a combined estimate. The combined estimate will print
an error message for different bid prices.
- Check the mileage on the DCIS P1 screen(s),
category of work cards (P4 screen) and Title Sheet to make sure
they all match.
- The type of work on the DCIS C1 screen
(CCSJ) should match the type of work description on the Title Sheet.
- Make sure the limits on DCIS P1 screen(s)
and on the Title Sheet match.
- Make sure the proper force account codes
are used. If eligible for Federal-Aid, make sure that PART is used.
- Make sure all items of work not eligible
for Federal-Aid are broken out into a separate NON-PARTICIPATING
category of work.
- Include all required comment cards.
- Make sure all items of work to be paid
for by other entities are broken out into a separate category of
work.
- For projects that include lump sum contributions
from other entities, add comment card(s) (Type 3), after the Type
9 card at the end of the estimate, that explain in detail the funding amount
contributed and the contributor. This information will be used by
the Finance Division to properly set up the funding for the contract.
This notation is not necessary for participation in specific bid
items (which should be broken out in the estimate) or for projects
with local matching funds.
- Check base bid and alternate items. Make
sure that they are properly entered. Check to verify that the total
dollar amounts of the base bid items and the corresponding alternate
bid items are the same for the entire contract.
- Make sure all Type 9 cards have been included
at end of all CSJs.
- Check measurement and payment articles
of specifications and provisions to verify that all necessary bid
items have been included in the estimate.
- If State force account work is proposed
on Federal-Aid project, the district prepares a Public Interest
Justification and will forward to the responsible Austin division.
The responsible Austin division will approve on Federal-Aid State
oversight projects. The FHWA will approve on Federal-Aid Federal
oversight projects.
- For projects involving structural steel,
prestressed products and/or epoxy-coated reinforcing steel, the
Bridge Division Planning/Programming Section will prepare and submit
material bills to fabricators.
- If bridges or bridge class culverts are
involved, make sure that all bridge-related items have been broken
out into separate categories of work. National Bridge Inventory
and Permanent Structure Numbers must be listed on the bridge cost
information card (12 card).
- After the estimate(s) is finalized, place
the 9 card and the correct proposal guaranty amount will be automatically
calculated and placed on the DCIS P5 screen based on Minute Order
No. 108851 (March 28, 2002). If the estimate has been updated then
remove and replace the 9 card. The guaranty amount will be recalculated.
Highway improvement contracts estimated at $25,000 or less will
not require a proposal guaranty. The amount of the proposal guaranty
for those contracts estimated to involve more than $25,000 will
be 2 percent of the department’s engineer’s estimate as of the proposal
release date, rounded to the nearest $1,000 and not to exceed $100,000.
The proposal guaranty should be verified on the p5 screen and a
proposal generated prior to final PS&E submission.
|
Total Estimate (-E&C Force Accounts) |
$ |
|---|---|
|
$25,000 or less |
$0 |
|
$25,001 up to $4,999,000 |
2% rounded up or down to the nearest $1,000* |
|
$5,000,000 or above |
$100,000 |
|
*If 2% of your “Total Bid Items” is $3,503.00, then your proposal guaranty will be $4,000.00 *If 2% of your “Total Bid Items” is $3,493.00, then your proposal guaranty will be $3,000.00 |
|