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2011 technician's ACADEMY

FINAL ESTIMATES ISSUES . 2011 technician's ACADEMY. 1. Changes, and what’s new 2. Hands on Problems 3. General Discussion. Final Estimates Issues . Florida Department of Transportation Starting July, 2010 letting Update. Streamline Contracts. Streamline Contracts.

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2011 technician's ACADEMY

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  1. FINAL ESTIMATES ISSUES 2011technician's ACADEMY

  2. 1. Changes, and what’s new 2. Hands on Problems 3. General Discussion Final Estimates Issues

  3. Florida Department of Transportation Starting July, 2010 letting Update Streamline Contracts

  4. Streamline Contracts • Goal of Streamline Contracts • Specifications • Final Estimates Process • Final Acceptance • DFEO Responsibilities - Closeout • Manual Write Ups

  5. Streamline Contracts • Goal of Streamline Contracts • Simplify Administration by selecting minor projects • (All jobs under $2,000,000 with less than 2,000 tons asphalt) • No change to plans • No reduction in Inspection

  6. Streamline Contracts • Specifications • Projects will be let as either LS or PQ • How do you know you have a Stream Line Contract? SCOPE OF WORK - INTENT AND SCOPE SP0040100SLLS SP0040100SLPQ

  7. Streamline Contracts • Specifications …continued MEASUREMENT AND PAYMENT SP0090103SLLS SP0090103SLPQ

  8. Streamline Contracts` • Specifications ….continued • Pay adjustments; VERY LIMITED • Lump Sum – overbuild and foundations 1.Prices provided in Contract - Tables 9-2 and 9-3 2. Adjustments could be < or > the Contract amount; up to 105% of the original Contract amount. • Examples provided in the Prep & Doc Manual

  9. Streamline Contracts` • Specifications ….continued • Pay adjustments; VERY LIMITED • Lump Sum – overbuild and foundations Continued…. 3. Failed Material: Remove/replace or leave in at no pay (FDOT discretion) • For failures other than items listed in Section 9-2 on Lump Sum Projects; use the unit price as determined by using the six month State Wide Pay Item Averages. • The dates will be the six monthsprior to the Letting Date. • Construction Memo to be added to contracts starting 7/2010 • This will eliminate the need, in most cases, to process a SA/WO • Copy DCE Memo

  10. Streamline Contracts • Specifications …..continued • Pay adjustments; VERY LIMITED….continued • Plan Quantity – • Each item on this contract will be Plan Quantity • No Fuel and Bit, no CPF, no Spread Rate/ Thickness Adjustments on PQ or LS projects.

  11. Streamline Contracts • Specifications …. continued • Changed Verification Testing Frequency • 120 – EXCAVATION AND EMBANKMENT • 125 – EXCAVATION FOR STRUCTURES • 160 – STABILIZATION • 200 – ROCK BASE • 346 – PORTLAND CEMENT CONCRETE Verification testing reduced to ½ of the standard verification testing frequency • All the above Specification changes will also be affected by the reduced standard verification testing frequency.

  12. Streamline Contracts • Final Estimates Process • Typically the F.E. process is no different from other processes on regular projects with exception to the following: 1. Plan Quantity Projects • Each pay item is Plan Quantity • The Contractor will provide monthly & final Invoices • Comp Book updated for plan errors or Engineer approved field revisions to the final pay quantity only. 2. Lump Sum Projects • No change (1 LS Project, no pay items) • Eliminated Tables 9-1 (deficiencies), and 9-4 (Quality).

  13. Streamline Contracts • Final Estimates Process …… continued • What about…… • Asphalt Tickets? keep in file with the PA, unless needed to support any quantity changes/disputes • Material delivery tickets? Keep in file with the PA, unless needed to support any quantity changes/disputes. • Lot submittal packages? will not be needed • Asphalt cover sheets? will not be needed • Asphalt QC and roadway reports? Keep in file with PA, unless needed to support any quantity changes/disputes • Core out reports? Keep in file with the PA.

  14. Streamline Contracts • Final Estimates Process ……continued • What about documents to support changes? • Lump Sum Projects: • for failing material left in place and not referenced in Section 9-2, or in Tables 9-2 and 9-3; such as fencing: use the 6 month Statewide Pay Averages (use the 6 months prior to letting) • Field changes: supported by appropriate measurements • Plan Quantity Changes: • Either party will need to provide justification • Plan Quantity will not be revised based solely on a particular method of construction that the Contractor selects. • Changes will be handled separately

  15. Streamline Contracts • Final Acceptance • Project Administrator will need to do the following: 1. Upon Final Acceptance, send e-mail “Reminder Notice” of Section 9-8 to the Contractor, and copy in the DFEO 2. Also, with Reminder Notice Letter; PA will include Acceptance Letter 3. No Offer of Final Payment to the Contractor on these types of Contracts 4. Submit F. E. Package to DFEO 5. Contractor needs to send Contract Documents and Final Invoice, listed in Section 9-8, directly to the DFEO. 6. Final Invoice approved by Project Administrator

  16. Streamline Contracts • DFEO RESPONSIBILITIES • Closing the Contract • Review Final Estimates Package in accordance with Chapter 14 of the R & AM. • Review contract documents – Section 9-8 • All documents & Final Invoice complete & approved • Pay Final Invoice • Close project

  17. Other Streamline Plan Quantity Concept Issues • Plan notes added by design changing specifications: This should not happen. • Contingency amounts being added to Plan Quantity Items: Same as above, this should not happen. • These issues need to stop, and if they happen, please report them to the appropriate person and bring it to the attention of the responsible party so that these errors do not recur. • Also, let the SCO know • Estimates Bulletin:

  18. What’s New For July 2011? • Streamline LS Contracts • Section 4 changes. • Section 9 changes. • Streamline PQ Contracts • Section 9 changes What’s New For January 2012? • Streamline LS Contracts • Section 9 changes

  19. Streamline Contracts • Prep & Doc. Manual Chapters Write-up • Ch 7 – Final Measurement • Ch 11 – Alternative Contracts • Review & Admin Manual Chapter Write-up • Ch 14- Post review Processing/Contract Closeout

  20. Design Build Lump Sum Alternative Conventional Other Types of Contracts

  21. Lump Sum http://www.dot.state.fl.us/construction/AltContract/AltContract.shtm Design Build Types of Contracts

  22. Lump Sum Schedule of Values

  23. Lump Sum/Design Build Contracts

  24. Lump Sum/Design Build Contracts

  25. Lump Sum/Design Build Contracts

  26. Lump Sum/Design Build Contracts

  27. □ A + B Bidding http://www.dot.state.fl.us/construction/AltContract/AltContract.shtm □ Design Build – Major □ Lane Rentals □ Performance Based Contracting □ Statute 337.025 □ Bid Averaging Method □ Design Build - Minor Alternative Contracts

  28. □ Liquidated Savings □ SEP - 14 □ Construction Management Risk □ Incentive/Disincentive □ No Excuse Bonus □ SEP - 15 □ Public Private Partnership Alternative Contracts Continued…..

  29. □ Conventional Projects have: □ Pay Items □ Comp Books, Final As-Built Plans □ Site Source Records (Field Books, etc.) Conventional Contracts

  30. Pay Items are divided into three Methods of Measurements Final Measure Plan Quantity Lump Sum Pay Items

  31. Final measured items require field measurement and site source documentation. Final Measured Pay items

  32. Final Measure Pay Items Estimated Quantities Comp Book Page/Matrix Measurements (Field Books, other site source records) for back up calculations Approved Field Changes/Revisions are Final Measured Where to find a final measured pay item?

  33. Site Source Records Forms used by field personnel to final measured quantities and/or field changes Field Books Plan Matrixes Final As Built Plans Forms used by In-house and CCEI Forms/Worksheets used by Contractor Final Measured Pay Items

  34. What does it mean? Form used 700-050-53 Documenting measurements on the form, how critical? Final MeasurementFORM 700-050-53Latitude & Departure

  35. Final MeasurementLatitude & DepartureForm 700-050-53

  36. This method averages the widths of each station multiplied by the length between stations to calculate the area. Calculations can be performed manually or by the Department’s FDOT Quantities Program (formally known as the Engmenu Final Measurements Program). Final MeasurementLatitude & Departure

  37. Daily Report of Truck Measured MaterialForm700-050-54

  38. Truck Measured SketchForm 700-050-54A(Regular Bed)

  39. Truck Measured SketchForm 700-050-54B(Irregular Bed)

  40. EXAMPLE-Truck Measured Sketch(Irregular Bed)

  41. 1. Fill out the form provided for you and calculate the total CY for Truck No. 206 • 2. The FIN Proj. ID No. is 12345615201, the Contractor is: Ace Trucking Co. • 3. Regular truck bed. The measurements were taken by S. Blake. 4. The Contractor Turned in a certification for his Truck capacity and it was measured as correct to equal 23.6 CY. 5. The Contractor added sideboards the next day (Oct. 14, 2011) to his truck bed, the measurements of the sideboards are as follows: L = 20.25 Ft. , W = 7.55 Ft., and H = 9". What is the New Truck Capacity? Classroom Work Problem 1

  42. Truck Measured Sketch form to be filled out

  43. Fill out the Daily Report of Truck Measured Material, Form 700-050-54 with the following information: 1. Contractor : Ace Trucking Co. 2. FIN Proj. ID: 12345615201 3. Pay Item “ Borrow Excavation 120-2-2 4. Date October 14th, 2011 5. All trucks Certifications turned in to the PA. 6. Truck No. 205; 22.3 CY, 8 loads 7. Truck No. 206; 20.5 CY, 5 Loads 8. Truck No. 207; 21.6 CY, 7 Loads 9. Truck No. 210; 23.5 CY, 7 Loads Truck MeasurementWork problem # 2

  44. Truck No. 210 was spot checked by D. Milton. Measurements turned out to be: L =19.25 Ft. W = 7.45 Ft. H = 4.25 Ft. What is Truck 210’s Capacity? What is the total CY for that day? Truck Measurement Work problem # 2

  45. Fill out form 700-050-54 and Calculate The total capacity volume for all trucks, for day 10/14/2011. Truck No. 205; 22.3 CY – 8 loads at times: 8:10 am, 9:15 am, 10.20 am, 11:15 am, 1:15 pm, 2:16 pm, 3:20 pm, 4:10 pm consecutively Truck No. 206; 20.5 CY- 5 loads at times: 7:30 am, 8:25 am, 9:30 am, 10:45 am, 11:30 am consecutively. Truck No. 207; 21.6 CY- 7 loads at times: 7:45 am, 9:05 am, 10:15 am, 11:40 am, 1:20 pm, 2:10 pm, 3:15 pm. Truck No. 210;23.5 CY- 7 loads at times: 8:15 am, 9:20 am, 10:30 am, 11:20 am 1:15 pm, 2:20 pm, 3:25 pm Work problem, continued…

  46. Daily Log Sheet “Grassing Items” Form # 700-050-55 Final Measurement

  47. Daily Log Sheet “Grassing Items”Form # 700-050-55

  48. Grassing Items NOW - Performance Turf Section 570 in the Specifications Section 570-3.2 Seeding Section 570-3.3 Sod Plan Quantity/Designer Quantity Plan Errors/Field Revisions require field measurements Daily Log Sheet “Grassing Items”Form

  49. Daily Log Sheet “Miscellaneous Tabulation Form” Form # 700-050-56 FINAL MEASUREMENT

  50. Daily Log Sheet “Misc. Tabulation”Form # 700-050-56

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