Difference between revisions of "104.7 Scoping Estimates"

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[[image:104.7 Cost.jpg|left|475px]]
 
[[image:104.7 Cost.jpg|left|475px]]
  
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Estimates based on cost per mile shall in no case be considered to contain sufficient detail to allow their inclusion in the STIP.
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|'''Related Information'''
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The scoping estimate is used to determine solutions for a project. There may be multiple scoping estimates for a project since there are multiple solutions for a project. The district determines which solution best fits the purpose and need of the project and begins preliminary plans stage during which the [[121.7 Program Estimates|Program Estimate]] is complete. The Program Estimate shall not use the cost per mile pricing because there are too many unknowns and assumptions made during the scoping stage of a project to produce an accurate Program Estimate. The Program Estimate shall be at the preliminary plans stage after 30% of the plans are completed.
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|[http://www.modot.org/plansandprojects/construction_program/STIP2017-2021/index.htm MoDOT's STIP website]
 
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|'''Figures'''
 
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|[[media:104.7 EngFac SFY 16 to 18.pdf|Engineering Factors Report]]
 
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|[[media:Fig 104.7 Dec 18 2017.doc|Cost Estimate Guide for Rural Preliminary Design]]
 
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Project scoping estimates based on cost per mile factors shall in no case be considered to contain sufficient detail to allow their inclusion in the STIP. The [[media:Fig 104.7 Dec 18 2017.doc|Cost Estimate Guide for Rural Preliminary Design]] includes cost per mile factors derived from similar projects as well as the generic factors.  In addition, estimates of right of way costs based on generic land values will not be considered to provide the level of confidence that MoDOT requires to make STIP commitments.
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'''<u><center>Resources</center></u>'''
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*[https://epg.modot.org/forms/general_files/DE/2023-Cost_Estimate_Guide_for_Scoping.pdf Cost Estimate Guide for Scoping]
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*[[media:121.7 Project Scoping Form.xlsx|Project Scoping Form]]
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*[[media:104.7 Resurfacing.xlsx|Resurfacing Per Mile Scoping Form]]  
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</div>
  
The best type of estimate that can be produced at this stage of [[:Category:138 Project Development Chronology|project development]] is a historic-based estimate. Based on the quantities calculated from the preliminary plans and historical data from previous bid openings, a fairly accurate estimate can be produced.  The methodology of this type of estimate is the same as that used to produce the Engineer’s Estimate described in [[103.1 Bid Opening and Award Process#103.1.8 Engineer's Estimate|EPG 103.1.8 Engineer's Estimate]].
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The [[media:121.7 Project Scoping Form.xlsx|Project Scoping Form]] is available for detailed documentation of various project design elements of the project in order to assist the project estimator in covering all applicable project elements while establishing the conceptual estimate. Although not required, the Project Scoping Form can be used to establish a detailed project overview of all likely applicable costs, and while the tool itself does not yield an estimate, it does serve to clearly define and document the various project elements which combine to impact the project cost. This documentation will be beneficial as the project moves forward into preliminary design and programming.  
  
While the scoping estimate is only based on preliminary quantities, the preliminary plans should provide enough detail to allow a fairly accurate estimate of the major project quantities. Generally, 80% of the cost of a project will be included in the 20% of the [http://www.modot.mo.gov/business/contractor_resources/biditemslisting.htm pay items] that comprise the major items included in the project.  Most typically these items will consist of the grading, drainage and paving quantities.
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For preventative maintenance treatments, the [[media:104.7 Resurfacing.xlsx|Resurfacing Per Mile Scoping Form]] spreadsheet has basic inputs for average unit prices and the applicable work types. The spreadsheet generates a per mile cost for most resurfacing projects based upon the intended project elements to be included. When combined with BidTabs.net, this tool allows the user to quickly compare alternative treatments with costs based upon the specific unit costs for the project specific areaBy comparing the specific costs for each alternative, the project staff can select the best overall treatment in terms of cost and benefits for each project.
  
Tentative right of way lines included on preliminary plans will provide a reasonable estimate of the easements and right of way required for each project.  These can then be combined with an estimated amount for each property to arrive at a fairly accurate right of way estimate.
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The cost per mile assumption used to develop the scoping estimate should be derived using data from similar, recently-awarded, projects in the region.
  
By their nature some projects are not as complex as others and the determination of accurate cost estimates and schedules does not require the same level of effort to reach an acceptable level of project detail. These less complex projects typically also have a much smaller budget and overall project development timeline.  In fact, the need may not be identified and delivered to the project manager until the anticipated construction year is within the first few years of the STIP.  For these projects it will be acceptable to include a cost adjustment factor with the estimates to compensate for the unknown factors that may not be identified as a result of the short amount of time provided to scope the project.  Typical examples of this type of project are minor resurfacing, contracted maintenance, or level course projects.  Most projects will not fall into this category.
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Where similar projects are not found, the Cost Estimate Guide for Scoping may be used.  The [https://epg.modot.org/forms/general_files/DE/2023-Cost_Estimate_Guide_for_Scoping.pdf Cost Estimate Guide for Scoping] includes cost per mile factors derived from similar projects as well as the generic factors. These factors typically are for the major items of work and do not include other anticipated work that would be required to construct the project.  All other anticipated construction costs should be included in the scoping estimate which is typically assumed at 20% but may be more or less depending on the project.
  
[[image:104.7 Estimates.jpg|left|575px]]
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For Advanced Work Zone traffic techniques, refer to [[616.13 Work Zone Capacity, Queue and Travel Delay|EPG 616.13, Work Zone Capacity, Queue and Travel Delay]] and utilize Section B of the Enhanced MoDOT Work Zone Impact Analysis Spreadsheet for cost estimates.
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|'''Historic Engineering Factors Reports'''
 
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|[[media:104.7 Engineering Factors Report 06 to 08.pdf|CY 2006 - 2008]]
 
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|[[media:104.7 Engineering Factors Report 07 to 09.pdf|CY 2007 - 2009]]
 
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|[[media:104.7 Engineering Factors Report 08 to 10.pdf|FY 2008 - 2010]]
 
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|[[media:104.7 Engineering Factors Report 10 to 12.pdf|FY 2010 - 2012]]
 
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|[[media:104.7 Engineering Factors Report 11 to 13.pdf|FY 2011 - 2013]]
 
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|[[media:104.7 Engineering Factors Report 12 to 14a.pdf|FY 2012 - 2014]]
 
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|[[media:104.7 Engineering Factors Report 13 to 15.pdf|FY 2013 - 2015]]
 
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|[http://sharepoint/systemdelivery/TP/stwideprogs/balancesheets/Shared%20Documents/EngrFactors/sfy14to16/EngrFactorsRptTo16.pdf FY 2014 - 2016]
 
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|[[media:104.7 EngFac SFY 15 to 17.pdf|FY 2015 - 2017]]
 
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|[[media:104.7 EngFac SFY 16 to 18.pdf|FY 2016 - 2018]]
 
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The majority of projects are more complex, typically include a much larger budget, and require a greater level of effort to achieve accurate estimates of cost and schedules.  For these projects the inclusion of a cost adjustment factor is not an acceptable substitute for completing all the steps of the project scoping process necessary to properly define the parameters of the project.
 
  
All other anticipated right of way and construction costs should also be included in the project estimate. These may include Heritage and Homestead Valuation adjustment costs for large utility relocations, incentive/disincentive clauses, contract acceleration clauses, major environmental mitigation costs, etc. The [[media:104.7 EngFac SFY 15 to 17.pdf|Engineering Factors Report]] is a useful document to help calculate a project's future engineering costs such as preliminary and construction engineering and right of way incidentalsThe report is updated annually.
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==Maintenance of Traffic Operations During Construction (Sec 104.7.3)==
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<div style="float:right; margin: 15px; border:1px solid black; width:575px; background-color: #F2F2F2; padding: 8px; border-radius: 5px; box-shadow:10px 10px 5px #888888"><center>'''Work by MoDOT Forces during a Contract Road/Bridge Closure'''</center>
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Contract road or bridge closures can provide an excellent opportunity for MoDOT forces to safely and efficiently perform inspections or certain maintenance activities without the burden of live traffic. Since routine maintenance is the contractor’s responsibility during the project, and MoDOT’s maintenance work activity is contractually limited, any special maintenance activity should be pre-planned and specified in the contract proposal as a Job Special Provision (JSP). The JSP should clearly define the terms and conditions, including details of the coordination of activities between the contractor and MoDOT forces and the maximum time period to be allowed for the activity. The Resident Engineer (RE) will discuss the planned activity during the pre-construction conference and will coordinate the work between the parties.
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If the desired activity is not pre-planned and specified in the contract, upon reqest, the RE can still attempt to negotiate an agreement with the contractor, but options may be limited at that point and may add costs to the contract.
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[https://www.modot.org/missouri-standard-specifications-highway-construction Sec 104.7] defines contractual maintenance responsibilities within the project limits during construction. The contractor maintenance responsibilities begin with the start of any construction activity and end when the engineer accepts the project for maintenance (see [[:Category:105 Control of Work#105.15.1.4 Acceptance for Maintenance (Final Inspection)|EPG 105.15.1.4 Acceptance for Maintenance]]). Routine maintenance activities, except for those allowed per [https://www.modot.org/missouri-standard-specifications-highway-construction Sec 104.7], or as allowed per other contract provisions, should not be performed by MoDOT forces unless otherwise coordinated with the contractor.  This coordination of activities is necessary to avoid subjecting the contractor to liability for activities that are not part of their contract, and to avoid subjecting the Commission to liability for adjacent contractor activities.<br>
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All Commission activities on the project related to emergency repairs, and actions related to public health and safety, are allowable without notification of the contractor.  Examples of emergency MoDOT work include: assisting law enforcement in a major traffic incident, sudden closures due to flooding, re-routing of traffic for an unexpected event, repairing a roadway or structure after the contractor fails to perform the repair timely (see [https://www.modot.org/missouri-standard-specifications-highway-construction Sec 105.14] for assessment of costs).  Responsibility for repair of traffic signals that are part of the contract shifts to the contractor once contract work begins on those signals. Responsibility for repair of signals within the project limits that are not being upgraded as part of the contract should be planned prior to the work, such as during the pre-construction conference.<br>
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Routine maintenance activities performed by MoDOT within the project limits are generally limited to snow/ice control and partial mowing activity.  The contractor is responsible for controlling the height of the vegetation as it relates to traffic safety, however, routine (non-safety related) mowing of the right of way remains MoDOT’s responsibility.  Mowing by MoDOT should not interfere with the contractor’s activity and should be coordinated through the Resident Engineer in order to avoid any conflictAll other non-emergency MoDOT maintenance work should be postponed until the project is complete, except for work that is planned and coordinated with the contractor through the Resident Engineer (see sidebar for planned work).
  
 
[[category:104_Scope|104.07]]
 
[[category:104_Scope|104.07]]

Latest revision as of 15:18, 5 December 2023

104.7 Cost.jpg

Estimates based on cost per mile shall in no case be considered to contain sufficient detail to allow their inclusion in the STIP.

The scoping estimate is used to determine solutions for a project. There may be multiple scoping estimates for a project since there are multiple solutions for a project. The district determines which solution best fits the purpose and need of the project and begins preliminary plans stage during which the Program Estimate is complete. The Program Estimate shall not use the cost per mile pricing because there are too many unknowns and assumptions made during the scoping stage of a project to produce an accurate Program Estimate. The Program Estimate shall be at the preliminary plans stage after 30% of the plans are completed.

Resources

The Project Scoping Form is available for detailed documentation of various project design elements of the project in order to assist the project estimator in covering all applicable project elements while establishing the conceptual estimate. Although not required, the Project Scoping Form can be used to establish a detailed project overview of all likely applicable costs, and while the tool itself does not yield an estimate, it does serve to clearly define and document the various project elements which combine to impact the project cost. This documentation will be beneficial as the project moves forward into preliminary design and programming.

For preventative maintenance treatments, the Resurfacing Per Mile Scoping Form spreadsheet has basic inputs for average unit prices and the applicable work types. The spreadsheet generates a per mile cost for most resurfacing projects based upon the intended project elements to be included. When combined with BidTabs.net, this tool allows the user to quickly compare alternative treatments with costs based upon the specific unit costs for the project specific area. By comparing the specific costs for each alternative, the project staff can select the best overall treatment in terms of cost and benefits for each project.

The cost per mile assumption used to develop the scoping estimate should be derived using data from similar, recently-awarded, projects in the region.

Where similar projects are not found, the Cost Estimate Guide for Scoping may be used. The Cost Estimate Guide for Scoping includes cost per mile factors derived from similar projects as well as the generic factors. These factors typically are for the major items of work and do not include other anticipated work that would be required to construct the project. All other anticipated construction costs should be included in the scoping estimate which is typically assumed at 20% but may be more or less depending on the project.

For Advanced Work Zone traffic techniques, refer to EPG 616.13, Work Zone Capacity, Queue and Travel Delay and utilize Section B of the Enhanced MoDOT Work Zone Impact Analysis Spreadsheet for cost estimates.

Maintenance of Traffic Operations During Construction (Sec 104.7.3)

Work by MoDOT Forces during a Contract Road/Bridge Closure

Contract road or bridge closures can provide an excellent opportunity for MoDOT forces to safely and efficiently perform inspections or certain maintenance activities without the burden of live traffic. Since routine maintenance is the contractor’s responsibility during the project, and MoDOT’s maintenance work activity is contractually limited, any special maintenance activity should be pre-planned and specified in the contract proposal as a Job Special Provision (JSP). The JSP should clearly define the terms and conditions, including details of the coordination of activities between the contractor and MoDOT forces and the maximum time period to be allowed for the activity. The Resident Engineer (RE) will discuss the planned activity during the pre-construction conference and will coordinate the work between the parties.

If the desired activity is not pre-planned and specified in the contract, upon reqest, the RE can still attempt to negotiate an agreement with the contractor, but options may be limited at that point and may add costs to the contract.

Sec 104.7 defines contractual maintenance responsibilities within the project limits during construction. The contractor maintenance responsibilities begin with the start of any construction activity and end when the engineer accepts the project for maintenance (see EPG 105.15.1.4 Acceptance for Maintenance). Routine maintenance activities, except for those allowed per Sec 104.7, or as allowed per other contract provisions, should not be performed by MoDOT forces unless otherwise coordinated with the contractor. This coordination of activities is necessary to avoid subjecting the contractor to liability for activities that are not part of their contract, and to avoid subjecting the Commission to liability for adjacent contractor activities.

All Commission activities on the project related to emergency repairs, and actions related to public health and safety, are allowable without notification of the contractor. Examples of emergency MoDOT work include: assisting law enforcement in a major traffic incident, sudden closures due to flooding, re-routing of traffic for an unexpected event, repairing a roadway or structure after the contractor fails to perform the repair timely (see Sec 105.14 for assessment of costs). Responsibility for repair of traffic signals that are part of the contract shifts to the contractor once contract work begins on those signals. Responsibility for repair of signals within the project limits that are not being upgraded as part of the contract should be planned prior to the work, such as during the pre-construction conference.

Routine maintenance activities performed by MoDOT within the project limits are generally limited to snow/ice control and partial mowing activity. The contractor is responsible for controlling the height of the vegetation as it relates to traffic safety, however, routine (non-safety related) mowing of the right of way remains MoDOT’s responsibility. Mowing by MoDOT should not interfere with the contractor’s activity and should be coordinated through the Resident Engineer in order to avoid any conflict. All other non-emergency MoDOT maintenance work should be postponed until the project is complete, except for work that is planned and coordinated with the contractor through the Resident Engineer (see sidebar for planned work).