Download Non-Roadway Project Template - Alameda County Transportation

ALAMEDA COUNTY TRANSPORTATION COMMISSION
Addendum 1
COST ESTIMATE SUMMARY TEMPLATE
For Non-Roadway Projects
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
COST ESTIMATE SUMMARY TEMPLATE
For Non-Roadway Projects
Introduction:
This cost estimate summary template is intended for use by sponsors of non-roadway projects or projects that
cannot otherwise use the Project Cost Estimate Summary Template (Appendix B) in the ACTC Cost Estimating
Guide. It is designed for projects at all development phases such as conceptual or final design. Sponsors must
submit backup documentation in support of their costs (e.g. cost estimates, quantity take-off, plans and/or
drawings).
The purpose of the summary sheet is to provide a consistent format for presenting cost estimates and to
account for contingencies and risk based allowances. The template provides general sections that comprise a
typical non-roadway project. If the project is very preliminary, the cost estimator will likely use lump sum
numbers for each of the categories. If more detailed information is available, separate line items may be added
and a rolled up total developed for each of the sections. Sponsors may also add sections as appropriate
according to the Construction Specifications Institute (CSI – Masterformat) or ASTM Uniformat II divisions.
More information about these standards may be found at the following websites:
CSI – Masterformat: www.csinet.org
ASTM Uniformat II: www.astm.org/Standards/E1557.htm
If the project is conceptual in nature, the justification section of the estimate should explain the basis of the
estimate and the assumptions made in developing it.
A field review is required for all projects, as is responding to the Preliminary Risk Assessment Questionnaire
(PRAQ, Appendix A in the Guide). Unlike the preparation of an estimate for a roadway project, this template
does not specify which risk allowances should be applied to specific estimate categories. This is because of
the great variation among non-roadway projects. Cost estimators for these projects are asked to review the
methodology presented in the PRAQ, as well as the template for roadway projects in Appendix B, in order to
understand how risk based allowances are applied to various elements of a cost estimate. Appropriate risk
based allowances should be determined, based on the answers to the PRAQ, and the cost estimator will have
to use his or her judgment in determining which elements of the estimate should be increased to reflect the
probability of an identified risk.
The justification section of the estimate should also include a discussion of the identified risk categories and
how these were accounted for in developing the estimate.
NOTE: All sponsors must complete the Preliminary Risk Assessment Questionnaire (PRAQ, Appendix A in the
Guide) and submit it with a cost estimate summary for their project.
Instructions:
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
1. Complete the PRAQ by visiting the project site and answering the “yes” or “no” questions in each risk
category. Directions are on page A5 of the Guide, however, for non-highway projects, DO NOT apply
the determined risk allowances as prescribed.
2. Insert the lump sum or rolled up amounts from your cost estimate into the appropriate section of the
summary. As mentioned in the introduction, you may add sections or subsections as necessary. In
Sections I, II, and III pre-labeled lines (i.e. “Mechanical”, “Electrical”, “Civil 1”, “Civil 2”, etc.) have been
provided for convenience, however, it is encouraged to modify these labels as necessary for clarity and
understanding. Backup documentation should be submitted with your summary to support the costs.
3. For the Risk Based Allowance section, determine which sections from the cost estimate may be
affected by each of the risks identified in the PRAQ. For each identified risk, sum the costs of the
applicable sections and multiply by the developed risk allowance. Repeat for each identified risk
category. Provide justification for the selected sections applicable to each identified risk category.
4. Calculate the escalation of the Total Construction Cost.
5. Complete the Summary of Project Costs on page 5.
6. Complete the justification and basis of estimate on the last page and include it in your submittal.
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
Non-Roadway Project Cost Estimate Summary
Project Sponsor: _________________________________________
Project Name: ___________________________________________
Project location and brief description:
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
___
Estimate Type (check one):  Initial
35% PS&E
 PID/PSR
 PA/ED
65% PS&E
100% PS&E
Final Engineer’s
Estimate
SUMMARY OF PROJECT COSTS
I. GUIDEWAY SYSTEMS
(mechanical, electrical, communications)
II. FACILITIES (civil, architectural, electrical, mechanical)
III. STRUCTURES
Escalated
Total
Construction
Cost (ETCC)
$ _____________
IV. UTILITIES & RIGHT OF WAY ……………….………………..…………………………………….. $
_____________
V. CONCEPTUAL ENGINEERING STUDIES ……………….………………………………...…
$
_____________
VI. ENVIRONMENTAL STUDIES ……………………………………...………………………….……..
$
_____________
VII. DESIGN ENGINEERING ……………………….…………….……………..……………………..…….
$
_____________
VIII. DESIGN SERVICES DURING CONSTRUCTION ………….………………………………
$
_____________
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
IX. CONSTRUCTION STAKING ………………………….…………………...................................
$
_____________
X. CONSTRUCTION MANAGEMENT ………………………………….…………………………..
$
_____________
XI. RISK BASED ALLOWANCES ………………………………………….…………………………… $
_____________
TOTAL PROJECT COSTS $____________
(Sum of ETCC and Sections IV thru XI)
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
I. GUIDEWAY SYSTEMS
1. Mechanical ..…………...…….……………………………………..…………
$___________
(lump sum or rolled up cost)
2. Electrical ..……….…………….……………..….…………………..……..…
$___________
(lump sum or rolled up cost)
3. Communications ..…………...…….……………..……………………..
$___________
(lump sum or rolled up cost)
TOTAL SECTION I. GUIDEWAY SYSTEMS
$___________
II. FACILITIES
1. Civil 1 ………………….…………….……………..……………………..………
$___________
(lump sum or rolled up cost)
2. Civil 2 ………..……….…………….……………..……………………..………
$___________
(lump sum or rolled up cost)
3. Architectural 1 ….…………….……………..……………………..………
$___________
(lump sum or rolled up cost)
4. Architectural 2 …..……..…….…………....……………………..………
$___________
(lump sum or rolled up cost)
5. Mechanical 1 .…….…………….……………..……………………..……… $___________
(lump sum or rolled up cost)
6. Mechanical 2 …………...…….……………..……………………..……… $___________
(lump sum or rolled up cost)
7. Electrical 1 ……….…………….……………..……………………..……… $___________
(lump sum or rolled up cost)
8. Electrical 2 …………...……….……………..……………………..……… $___________
(lump sum or rolled up cost)
TOTAL SECTION II. FACILITIES
$___________
III. STRUCTURES (non-architectural, e.g. ramps, stairs, bridges)
1. Structures 1 ..…….…………….……………..……………………..……… $___________
(lump sum or rolled up cost)
2. Structures 2 ………………….……………..……………………..………
$___________
(lump sum or rolled up cost)
TOTAL SECTION III. STRUCTURES
$___________
TOTAL CONSTRUCTION COST (TCC)
$___________
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
(Sum of Sections I, II, and III)
IV. UTILITIES & RIGHT OF WAY
Parcel Type________________
_____________ x $_____________ =
(total area, SF)
$___________
(unit price/SF)
Parcel Type________________
_____________ x $_____________ =
(total area, SF)
$___________
(unit price/SF)
TOTAL SECTION IV. UTILITIES & RIGHT OF WAY $___________
ENGINEERING AND MANAGEMENT COSTS
NOTE: Depending on the project’s level of development, Sections V through VII may not be applicable.
V. CONCEPTUAL ENGINEERING STUDIES
TOTAL SECTION V. CONCEPTUAL ENGINEERING STUDIES $_____________ x 3% =
$___________
(TCC, from p.6)
VI. ENVIRONMENTAL STUDIES
TOTAL SECTION VI. ENVIRONMENTAL STUDIES $_____________ x
$___________
3%
=
(TCC, from p.6)
VII. DESIGN ENGINEERING
Percent allowance depends on level of Caltrans involvement.
See Appendix D, p.D11 for guidance.
TOTAL SECTION VII. DESIGN ENGINEERING $_____________ x ____% = $___________
(TCC, from p.6)
VIII. DESIGN SERVICES DURING CONSTRUCTION (DSDC)
TOTAL SECTION VIII. DSDC
$_____________ x 1.5%
= $___________
(TCC, from p.6)
IX. CONSTRUCTION STAKING
TOTAL SECTION IX. CONSTRUCTION STAKING $_____________ x 2.5% = $___________
(TCC, from p.6)
X. CONSTRUCTION MANAGEMENT
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TOTAL SECTION X. CONSTRUCTION MANAGEMENT $_____________ x 13% =
$___________
(TCC, from p.6)
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ALAMEDA COUNTY TRANSPORTATION COMMISSION
XI. RISK BASED ALLOWANCES
Enter the identified risk allowances that you have identified based on the PRAQ into the table below.
Risk Category
% Allowance
1. Utilities
2. Geotech/Seismic
3. Environmental
4. Site Access & Traffic Control
5. Hazardous Materials
6. Controversy and/or EJ
7. Other Issues
1. Utilities
$____________________ x _________% =
$___________
(sum of cost from applicable sections)
(% from above)
2. Geotechnical and/or Seismic
$____________________ x _________% =
$___________
(sum of costs from applicable sections)
(% from above)
3. Environmental
$____________________ x _________% =
(sum of costs from applicable sections)
$___________
(% from above)
4. Site Access and Traffic Control
$____________________ x _________% =
$___________
(sum of costs from applicable sections)
(% from above)
5. Hazardous Materials
$____________________ x _________% =
$___________
(sum of costs from applicable sections)
(% from above)
6. Controversy and/or Environmental Justice
$____________________ x _________% =
$___________
(sum of costs from applicable sections)
(% from above)
7. Other Issues
$____________________ x _________% =
$___________
(sum of costs from applicable sections)
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(% from above)
ALAMEDA COUNTY TRANSPORTATION COMMISSION
TOTAL SECTION XI. RISK-BASED ALLOWANCES $___________
(Sum of 1 thru 7 above)
ESCALATION
1. Anticipated year to begin construction __________
2. Estimated construction duration (in years) _________
3. Number of years to midpoint of construction (NΔ.) _________
4. Annual Escalation Rate (AER) _________
Escalate TCC (from p.B5) to midpoint of construction.
Total Escalation =
1  AER  N 
ESCALATED TOTAL CONSTRUCTION COST (ETCC) = TCC x Total Escalation $_________
Example: Determine NΔ., number of years to midpoint of construction.
First: Determine the year that construction would be at a midpoint. Divide the
estimated construction duration in half and add to the anticipated year that
construction will begin.
2020
1. Anticipated year to begin construction _________
4
2. Estimated construction duration (in years) ________
Nmid = Midpoint year =
4 years
 2020  2022
2
Second: The number of years to midpoint of construction equals the difference
between the midpoint year of construction and the current year.
N   N mid  N current
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Justification and basis of estimate and assumptions – attach as separate document if needed, and provide
backup information.
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