E0001 Overall
E0001 Overall
E0001 Overall
TABLE OF CONTENTS
I.
INTRODUCTION
II.
GENERAL
A.
Lead Estimator Responsibilities
B.
Core Estimate Requirements
III.
PCOA NARRATIVES
A.
Official PCOA Narratives
B.
Estimating/Engineering MTO Subcodes
IV.
V.
VI.
STANDARD FORMS
A.
Electrical
B.
Instrumentation
1
1440-0001
INTRODUCTION
1
1440-0002
ELECTRICAL/INSTRUMENTATION ESTIMATING
GUIDELINES
LEAD ESTIMATOR RESPONSIBILITY
The Lead Estimator is responsible for the execution and creation of the
Electrical/Instrumentation portion of the estimate to which he or she is assigned. This is to
be done in a timely fashion, within the time period directed by the Project Estimator.
The Lead Estimator's responsibilities are further defined as follows:
Attend the kickoff meeting. On most projects, this will occur at the proper time. Be
sure that the Chief Estimator is aware of the scheduled meeting.
Review the estimate package with milestones and deadlines in mind. This will
effect manpower staffing, estimate philosophy/approach, and review cycle. Be sure
to review the bid form, as this can also effect the quantification approach.
Meet with the Chief Estimator to discuss strategy. Once the package has been
reviewed, the Estimator must brief the Chief Estimator on the results of his or her
perusal. Together, a decision will be reached regarding the manpower requirements,
quantity survey approach, procurement approach, and a tentative schedule for the
Chief review. Once these decisions are made, the Lead Estimator implements the plan
or approach. Any deviation requires mutual agreement.
Create RFQ packages for material and subcontract pricing solicitation. A high
priority must be placed on this activity. Reference the "Procurement section of this
manual for a detailed explanation of this extremely critical portion of the effort. Be
sure to incorporate any bid form and/or unit price requirements into these packages.
Read and absorb specifications. Since the specifications can sometimes effect the
quantity survey, this exercise should be performed prior to beginning the
quantification effort. Take care to note any concerns or unusual requirements as you
progress. These should be listed in the qualification portion of the estimate. It is the
Lead Estimator's responsibility to convey any pertinent information to each of the
Detail Estimators during the course of the estimate.
Proceed with quantity survey. This will be to the level of detail agreed upon with the
Chief Estimator. On projects where you have support staff, this exercise can proceed
while you are reading the specifications. The Lead Estimator must ensure continuity
between Detail Estimators, where applicable.
Proceed with data input. This should be done in a fashion to suit the project
requirements and the approach agreed upon with the Chief Estimator.
1
1502-0019
Review data with Engineering. If the proposal is EPC, this exercise is a must. The
objective is to allow the Engineer to agree on your interpretation of the scope of work
and the information he or she transmitted to you. If the schedule allows, the Chief
Estimator should have the opportunity to briefly review the output prior to this
review.
Review the estimate with the Chief Estimator. Prior to this meeting, the Lead
Estimator should review all project notes, qualifications, specifications, and all other
general information. This will allow a concise and accurate description of the subject
project. The objective of this meeting is for the Chief Estimator to confirm that the
agreed approaches were executed and to establish a desired level of comfortability
with the accuracy. The Lead Estimator should bring his or her compiled "backup"
information to allow a proper review of all information that was utilized to create the
data.
Submit reviewed, required files and information to the Project Estimator. This
includes the ESP excel file and a hard copy of the overall, area, and system summaries.
All changes to the various tabs within the file are to shade in gray before submittal.
Once the project estimator combines the file, be sure to verify that the summary level
is consistent with the last reviewed copy of the discipline estimate. This should be
done prior to department review.
Support the balance of the review cycle as required. Be sure to provide at least two
copies of your individual estimate run for use by yourself and your chief during the
department review.
Log completed backup information in the Job Log located on the network. This is to
be in the format and to the requirements as defined in the "Qualifications & Backup"
section of this manual. A proposal is not complete until this exercise is satisfied.
.)
2
1502-0019
Be certain that all daily requirements have been satisfied prior to departing for the
day. As a courtesy, check with the Project Estimator during the critical points of the
estimate effort.
When assigned to a location other than your home base, take basic supplies with
you (i.e. calculator, scales, civil manual/bogie book, computer, highlighters, and
takeoff sheets). In addition, as soon as you identify your location and phone
number, inform the Department Secretary and the Chief Estimator.
3
1502-0019
ELECTRICAL
DOCUMENTS
Plot Plan:
One-Line Diagrams:
Motor List:
Panelboard Schedule:
Details:
U/G Layout:
Cable/Conduit Schedule:
Equipment List:
1
1440-0008
2
1440-0008
INSTRUMENTATION
DOCUMENTS
P&IDs:
Instrument Index
Installation Details
Loop Sheets
Data Sheets
NOTE:
1
1440-0012
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
DEMOLITION
D44
DEMOLITION FOR DISPOSAL OF ELECTRICAL ITEMS - Use this account only if item
is not to be salvaged or relocated. This account includes demolition and removal (for disposal) of existing
electrical equipment and bulks. Include the sale of scrap or other credits related to this activity. Quantities
will be Lump Sum (LS).
D45
DEMOLITION FOR DISPOSAL OF INSTRUMENTATION - Use this account only if item is
not to be salvaged or relocated. This account includes demolition and removal (for disposal) of existing
instrumentation devices and bulks. Include the sale of scrap or other credits related to this activity.
Quantities will be Lump Sum (LS).
D54
SALVAGE OF EXISTING ELECTRICAL ITEMS - This account includes demolition and
salvage of existing electrical items. Include the sale of scrap or other credits related to this activity.
Quantities will be Lump Sum (LS).
D55
SALVAGE OF EXISTING INSTRUMENTATION - This account includes demolition and
salvage of existing instrumentation. Include the sale of scrap or other credits related to this activity.
Quantities will be Lump Sum (LS).
D64
REMOVAL FOR RELOCATION OF EXISTING ELECTRICAL ITEMS - This account
includes removal for relocation of existing electrical items. Relocate and reinstall under appropriate control
code as though the item were new. Quantity will be Lump Sum (LS).
D65
REMOVAL FOR RELOCATION OF EXISTING INSTRUMENTATION - This account
includes removal for relocation of existing instrumentation. Relocate and reinstall under appropriate
control code as though the item were new. Quantity will be Lump Sum (LS)
D98 CONCEPTUAL DESIGN ALLOWANCE The intent of the conceptual design allowance is to
provide for the normal growth of engineered and bulk material quantities during the engineering design
process. These historical percentages are based on the level of definition at the time of quantity
development. These percentages are reflected in real quantities so that the estimate reflects the actual
quantities installed. This allowance is not intended to be a source to cover out-of-scope cost.
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
U--UNDERGROUND ELECTRICAL - Includes all costs for installation, including associated trench
excavation, backfill, dewatering, seal slabs, shoring, and sheeting. Also includes red concrete
envelopes and above ground trench markings. All excavation, trenching and backfill shall be performed
with due care around/under cables, pipes, or adjacent structures; protecting and supporting of these items
may be required. Waste, over-excavation, or increase / decrease in bulk shall not constitute additional
quantities. The cost also includes additional excavation and subsequent backfilling for working space and
for temporary supporting of trench sides. The area shall be kept free from water to ensure work can
proceed. Material handling, unloading / storage of materials, and clean-up to be included in the
appropriate account.
U31 GROUNDING - BELOW GRADE - All costs of installation of an grounding system, below grade,
with associated trench work. Includes installing wire, test wells, grounding rods, terminations, splicing,
taping, exothermic welding, cast kits, conduit sleeves, and testing. All grounding wire that is an
underground and above grade wire as the same wire will be considered as aboveground at the point above
grade or as the wire is extended out of a foundation. Exothermic weld molds are considered as consumable
supply.
U32 UNDERGROUND CONDUIT/DUCT - All costs of installation including associated excavation
work, measuring, cutting, threading, bending, coupling, stacking, and installing of spacers; tying and
securing of conduit/duct; plugging, capping and identification. Installation of associated precast concrete
manholes, pull boxes, etc., including the precast items. Concrete envelopes are included. All form work
and reinforcement associated with the concrete envelopes are included. Underground conduit in a structure
support, or building foundation will be considered part of the underground conduit system.
U33 DIRECT BURIAL CABLE - All costs of installation including associated excavation work, tagging
of cable, protecting, tying, splicing, testing, fabricating and installation of cable routing warning
markers, concrete trench walls and covers, and red concrete tiles. Quantities are measured from
termination to termination.
U98 CONCEPTUAL DESIGN ALLOWANCE The intent of the conceptual design allowance is to
provide for the normal growth of engineered and bulk material quantities during the engineering design
process. These historical percentages are based on the level of definition at the time of quantity
development. These percentages are reflected in real quantities so that the estimate reflects the actual
quantities installed. This allowance is not intended to be a source to cover out-of-scope cost.
U99 CONSTRUCTION PRACTICES ALLOWANCE- The intent of the construction practice
allowance is to provide for the material cost only associated with additional material consumed due to
normal construction practice. There will be no labor or man-hours associated with this code. This
allowance also covers standard waste and is not intended to cover out-of scope cost.
NOTES: UNDERGROUND ELECTRICAL
Except grounding and direct burial cable. NO other wire and cable is included here. Where source is
above ground, wire and cable are considered in the aboveground electrical (Code E), even if they are
routed below ground.
Grounding wire in the same trench with underground conduit/duct/cable will be included with the
grounding below grade Code U31.
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
E--ABOVEGROUND ELECTRICAL - All costs of installing and testing power, lighting, electrical
equipment, and distribution systems. Wire and cable are considered from termination to termination and
therefore are considered as above ground even though they may traverse through underground ductwork
enroute from control to the load. The cost includes locating, leveling, cutting, drilling, plugging,
connecting, fastening, identification, signs, tags, testing and all other activities for complete installation.
Material handling, unloading / storage of materials, and clean-up to be included in the appropriate
account.
E11 POWER BREAKERS/EQUIPMENT - All costs to install high voltage switchyard transformers,
circuit breakers, switchgear, disconnects, wave guides, power factor correction capacitors and associated
supports. Includes installation and testing.
E12 BUS - All costs to fabricate, erect, bolt, and/or weld switchyard tubular bus and bus supports.
E13 OVERHEAD DISTRIBUTION All costs to install overhead power conductors, and static lines
plus poles and/or towers(includes switchyard dead end towers, and let-down structures, if required).
Includes cable and/or wire supports, insulators, messenger cable, guy wires, terminations, warning and
caution signs, markers, and all other items required to install these cables and/or wires.
E21 ABOVEGROUND CONDUIT AND FITTINGS- All costs to install aboveground conduit; rigid
galvanized, rigid aluminum, EMT and other conduit. Includes fittings, bends, fasteners, brackets, packing
and pouring of seals, and the supports for the complete system. Quantities are measured center-to-center
through the fittings. Thread compounds are considered as consumable supply.
E22 CABLE TRAY AND WIREWAY SYSTEMS - All costs of installing cable tray and wireway
systems. Includes cable tray, cable channels, covers, barriers, fittings, splicing plates, hardware, fasteners,
brackets, supports, wall penetrations, and identification stickers, decals, signs and tags. Quantities are
measured center-to-center through the fittings.
E23 JUNCTION, PULL AND TERMINAL BOXES All costs of installing junction, pull and terminal
boxes, and wire gutters. Includes boxes, wire gutters, back plates, terminal channels, terminal blocks, bus
bars, grounding bars, latches, locks, lugs, tags, and brackets and supports.
E31 WIRE AND CABLE-POWER, CONTROL AND MISCELLANEOUS - All costs of installing
wire and cable including power, control and miscellaneous wire and cable in conduit, cable tray, cable
channel and wireway. Includes rigging, blowing of string, fishing, installation of pull rope, swabbing,
application of pulling compound, cutting, pulling, temporary sealant, protecting, tying, tagging, testing and
termination of cable conductors and /or wires. Includes the cable terminators and/or glands for boxes,
conduit fittings, and equipment entry. Quantities are measured from termination-to-termination. Cable
cleaners, pulling compounds, temporary sealant, and temporary tagging are considered as consumable
supply.
E32 WIRE AND CABLE-INSTRUMENT - All costs of installing instrument wire and cable in conduit,
cable tray, cable channel and wireway. Includes rigging, blowing of string, fishing, installation of pull rope,
swabbing, application of pulling compound, cutting, pulling, temporary sealant, protecting, tying, tagging,
testing and termination of cable conductors and /or wires. Includes the cable terminators and/or glands for
boxes, conduit fittings, and equipment entry. Quantities are measured from termination-to-termination.
Cable cleaners, pulling compounds, temporary sealant, and temporary tagging are considered as
consumable supply.
E33 WIRE AND CABLE-LIGHTING - All costs of installing lighting wire and cable in conduit, and
cable channel. Includes rigging, blowing of string, fishing, installation of pull rope, swabbing, application
of pulling compound, cutting, pulling, temporary sealant, protecting, tying, tagging, testing and termination
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
of cable conductors and /or wires. Includes the cable terminators and/or glands for boxes, conduit fittings,
and equipment entry. Quantities are measured from termination-to-termination. Cable cleaners, pulling
compounds, temporary sealant, and temporary tagging are considered as consumable supply.
E36 BUS DUCT - All costs of installing bus, fittings, wall penetrations, equipment terminations, supports,
hangers, testing, and identification stickers, signs and tags. Includes cleaning, tinning, bolting, torquing,
taping, boot installation, lugs and insulators. Quantities will be bus installed, NOT bus duct per phase.
E37 GROUNDING - ABOVEGROUND - All costs of installing aboveground grounding wire,
terminations, lightning rods, lightning arrestors, grounding bus and grounding plates. Includes all static
grounding, fastener clamps, exothermic and mechanical connections, and brackets. Grounding wire that is
an underground and above grade wire as the same wire and will be considered as abovegrade at the point
above the finished grade or as the wire is extended out of a foundation. Exothermic weld molds are
considered as a consumable supply.
E38 AERIAL WIRE AND CABLE - All costs of installing aerial wire and cable on a pole line system or
support structure. Includes installing messenger wire, or any multiplex cable with an integral messenger,
terminations, identification signs and tags, and etc. (other than high voltage wire and cable, see E11)
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
E47 UPS (Uninterruptable Power Supply) and BATTERY SYSTEMS - All costs of loading, moving,
unloading and installation of all equipment associated with the uninterruptable power supply systems and
plant battery systems. Includes battery racks, batteries, battery interconnects, battery liquid loading(if
required), battery chargers, inverters, converters, generators, AC and DC power breaker panels, disconnect
switches, receptacles, testing and other related equipment.
NOTE: ELECTRICAL DEVICES - INSTALLATION - All costs for installing, function testing, sealing,
identifying and tagging electrical devices.
E51 DEVICES (Other than Instrumentation) - All costs of installing, tagging, and testing photo cells,
lighting contactors, gauge lights, local disconnect switches, local enclosed circuit breakers, convenience
receptacles, welding receptacles, local motor control stations, emergency disconnect switches, horns,
sirens, timers, emersion heaters, thermostats, motor strip heaters and etc. Includes supports and brackets.
Also includes tagging and testing of vendor installed devices in skidded equipment. Does not include
instrumentation devices (see code I10).
E53 LIGHT FIXTURES - All costs of installing all light fixtures and accessories. Includes pendant,
wall, high bay and stanchion mounted area light fixtures, spot lights, floodlights, emergency lights, exit
lights, warning lights, emergency shower lights and pole mounted lights. Includes light surveys, guards,
reflectors, supports, brackets, stanchions, swivel mounts, hangers, flexible hangers, safety chains, lamps,
adjustment, tagging and/or labeling and testing. (lighting conduit is in Code E21, lighting wire is in Code
E33, direct buried lighting wire is in Code U33, poles are in Code E81)
E61 INSTRUMENT DEVICES HOOK-UPS - All costs for connecting a flexible raceway with fittings
between the conduit and instrument field devices, such as instrument transmitters, transducers, solenoid
valves, and etc. (instrument conduit is in Code E21, instrument wire and terminations are in Code E32)
E62 MOTOR HOOK-UP/RUN-INS - All costs for connecting a flexible raceway with fittings between
the conduit and the motor connection boxes. Includes flexible connections, motor rotation checks and
motor run-ins. (power and control conduit is in Code E21, power and control wiring and terminations are
in Code E31)
E71 ELECTRICAL HEAT TRACING - All costs for installing and testing an electrical heat tracing
system. Includes heater cable, pad heaters, power connection kits, splice connection kits, tee boxes,
junction boxes, heater cable terminations, end seals, polyester fiber tape, thermostats, indicating lights,
contactors, tags, caution labels, adhesive for pad heaters, continuity check, testing, and monitoring and/or
control panels. (power feeder conduit is in Code E21, power feeder cable and/wire is in Code E31)
E74 CATHODIC PROTECTION SYSTEM - All costs associated with the design, material acquisition,
material installation, testing, and system commissioning. This activity includes soil testing, underground
piping survey, seawater intake structure equipment survey, survey of tank-age installed on earth pads,
above and below ground system design, material acquisition, installation of underground wiring and
continuity strips, anode beds and/or anode wells, test stations, shunt boxes, reference cells, rectifiers and
associated materials, anode splice boxes, underground wiring routing markers and protection systems, other
miscellaneous materials, system testing, system commissioning, system adjustments after normalization of
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
system and all system documentation. The rectifier power cable is in the direct buried cable account Code
(U33)
E75 SPECIAL SYSTEMS - A special system consists of an independent electrical system purchased as a
unit and/or system and is not covered elsewhere, such plant radio communications, ship-to-shore radio
communications, plant telephone system, plant paging systems, closed circuit television systems, solar
power systems, wind power systems, and etc.
E81 POLES-TOWERS AND GUYS - All cost of installing painted or galvanized steel, aluminum and
wooden lighting and power poles, and painted or galvanized steel and aluminum towers. Includes light
fixture support brackets, support arms, pole tops, foundation bolts, handhole covers, mounting, securing,
tension testing, plumbing, adjusting lights, guys, guy accessories, painting and/or touch-up and numbering.
(in-pole lighting wire and terminations is in Code E33, direct buried lighting cable is in Code U33)
E98 CONCEPTUAL DESIGN ALLOWANCE The intent of the conceptual design allowance is to
provide for the normal growth of engineered and bulk material quantities during the engineering design
process. These historical percentages are based on the level of definition at the time of quantity
development. These percentages are reflected in real quantities so that the estimate reflects the actual
quantities installed. This allowance is not intended to be a source to cover out-of-scope cost.
E99 CONSTRUCTION PRACTICES ALLOWANCE- The intent of the construction practice
allowance is to provide for the material cost only associated with additional material consumed due to
normal construction practice. There will be no labor or man-hours associated with this code. This
allowance also covers standard waste and is not intended to cover out-of scope cost.
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
I--INSTRUMENTATION - All costs for the installation of instrumentation including field instruments;
control and relief valves; instrument control panels, meter runs, orifice fittings; devices for winterization,
loss control, and process control. The cost includes calibrating, precalibrating, preventative maintenance,
purging, locating, leveling, cutting, drilling, plugging, connecting, fastening, installation of nameplates,
and all other activities for complete installation. Field push buttons, selector switches and indicating lights
are not included, but are included in E51. the costs for instrumentation cabling and wiring are included in
E32. Instrument conduit is included in E21. The costs for installation of pipe in-line items is included
with piping Code P. The costs for miscellaneous steel is included in Code S, although clips brackets and
supports for instruments are included here. All other required instrument items such as tubing, checking
and testing are included here. This account includes handling and completion of installation for
instrumentation with vendor equipment requires integration with other instrumentation. Material handling,
unloading / storage of materials, and clean-up to be included in the appropriate account.
I10 INSTRUMENT DEVICES- All costs of installing panel and non-panel field mounted instrument
devices excluding in-line devices and analyzers. Items include gauges, thermocouples, dial thermometers,
switches, transmitters, and items on prepackaged skids.
I20 IN-LINE DEVICES - All costs for completing the installation of the in-line devices. ( Only the
installation of the device in-line is by piping account P ; all other installation and handling costs are by
instrumentation ).
I30 DISTRIBUTED CONTROL SYSTEM All costs of handling, and setting of hardware/consoles and
other associated items to complete the system. PLC controls are also included in this account.
I40 ANALYTICAL INSTRUMENTATION - Includes all costs for installing analyzers, analyzer houses
and/or shelters, sampling system field components such as utility or sampling piping, tube tray supporting
systems, and identification.
I52 TUBING All costs for tubing, fittings, valves, supports to and from junction boxes, I/P to valves
with tray, tubing, and supports. Also includes tubing for lube oil, hydraulics, or chemical injection.
Thread sealants are considered as consumable supply.
I55 MULTI-TUBE BUNDLE - Includes costs for installation, identification, and support of multi-tube
bundles.
I56 AIR SUPPLY LATERALS - All costs for installing air supply laterals, with valves and fittings
between header and supply manifold, junction boxes, or instruments.
I57 PROCESS SIDE PIPING AND HOOK-UPS - All costs for installing and supporting pipe, seal
pots, fittings and valves for process side hook-ups; equalizing manifolds for DP instruments. Does not
include vessel trim.
I61 STANDS. MOUNTS. & SUPPORTS - Includes costs for fabricating, coating, and installing
instrument stands, mounts, and supports. instrument hook- up.
I62 CONTROL ROOM PANELS-All costs for installing control panels located in the control rooms,
including tubing and piping on field fabricated panels. Does not include electrical instrument hook-ups.
I63 FIELD PANELS - All costs for installing pneumatic panels and setting the panels in place on the job,
including lube oil mist generators. Does not include electrical instrument hook-up.
I71 STEAM TRACE MANIFOLDS- All costs for installing steam tracing manifolds with supports.
K e llo g g B r o w n & R o o t
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
A H a llib u r to n C o m p a n y
I72 STEAM TRACE LATERALS - All costs for installing steam tracing laterals with supports.
I73 STEAM TRACE TUBING - All costs for installing steam tracers or tubing for steam
tracing including supports.
I74 WINTERIZATION - All costs for installing instrument heat packs or OBrien boxes.
I81 SPECIFICATION CHECKING AND CALIBRATION - All costs for instruments (including
vendor supplied with equipment) that require calibration and maintenance of calibration records. Includes
costs at installation, storage, and for precommissioning.
I82 LOOP CHECKING AND TESTING - All costs for checking completed instrument installations
(including vendor supplied with equipment) for leaks, continuity, and compliance with specifications.
I98 CONCEPTUAL DESIGN ALLOWANCE The intent of the conceptual design allowance is to
provide for the normal growth of engineered and bulk material quantities during the engineering design
process. These historical percentages are based on the level of definition at the time of quantity
development. These percentages are reflected in real quantities so that the estimate reflects the actual
quantities installed. This allowance is not intended to be a source to cover out-of-scope cost.
I99 CONSTRUCTION PRACTICES ALLOWANCE- The intent of the construction practice allowance
is to provide for the material cost only associated with additional material consumed due to normal
construction practice. There will be no labor or man-hours associated with this code. This allowance also
covers standard waste and is not intended to cover out-of scope cost.
ELECTRICAL / INSTRUMENTATION
PROJECT CODE OF ACCOUNTS
K e llo g g B r o w n & R o o t
A H a llib u r to n C o m p a n y
UNIT PRICES
The basis of Subcontract Pricing shall be these firm fixed Direct Unit Rates and the Indirect Costs per
Appendix 1. Quantities shown represent GENERAL CONTRACTORS estimate as of Inquiry issue date
of totals required to complete the work. OFFERER shall refer to attached code of account descriptions to
calculate its unit prices for each item number/account code.
The Sublet Work cost basis shall be calculated using the Unit Prices.
Sample Unit Price Calculation:
ACCT
NO.
U33
E23
DESCRIPTION
19 core 1.0mm2
Junction box
A
APPROX
QTY
100
3
UNIT
OF MEAS.
B
UNIT
DIRECT
WORK HOURS
C
LABOR
RATE/HR
M
EA
.173
7.2
$2.50
$2.50
D
E
DIRECT UNIT COST
UNIT
TOTAL
PERM. MAT'L
DIRECT
IF OFFERED
UNIT COST
$2.0
$2.4325
$75.00
$93.00
F
EXTENDED
DIRECT
COST
(US $)
$243.25
$279.00
A=
B=
Total number of direct man-hours (from Foreman level down) per each unit of measure.
OFFERER is to provide this information.
C=
OFFERER'S composite hourly rate including direct costs, scaffolding, small tools and
consumables.
D=
OFFERER'S price per each unit of measure for all required permanent materials including all
freight and taxes.
E=
F=
OFFERER needs only fill in columns B, C and D if completing the disc version of this Unit Price schedule.
Total line at the end of each schedule will also self-calculate. DO NOT ENTER DATA OR EXECUTE
CHANGES TO ANY OF THE SELF-CALCULATING COLUMNS OR CELLS. If OFFERER is
completing this schedule by hand, OFFERER is requested to calculate columns E and F. A hard copy of
this Unit Price Schedule is to be submitted along with the disc copy with OFFERER'S proposal.
In order to better document the estimate and create more uniformity within the disciplines,
certain guidelines and procedures will be implemented in the estimating department.
Throughout the estimate phase, certain items need to be evaluated and checked. The
purpose of this document is to establish the procedures/checks to be made during the
estimate phase.
Although every project is different and the requirements change slightly, there are basic
similarities to all jobs. Documentation will vary, but in most cases drawings are available.
The general job documents, namely the scope of work and the discipline specifications, as
well as related specifications, must be read thoroughly on all jobs so the estimator can
prepare an accurate estimate.
During the take-off process, the drawings need to be properly marked (highlighted) to
show the item has been transferred onto the take-off sheets. If there are details or other
views of the same item, there needs to be some designation to acknowledge that the detail
has been looked at and that the item has already been taken off. When an addendum is
received and the drawings change, only the added/changed/altered items on the revised
drawing need to be marked, but the drawing needs to have some designation to show it is
a revised drawing so that anyone will be aware of where and how the information was
generated. Another important item is to qualify any assumption or job parameter
throughout the estimate phase. This not only provides traceability to the estimate
document, but will aid in costing the job later.
The following charts will describe the process in which a typical estimate will follow and a
listing of documents with a discussion as to how often they are received.
1
1440-0007
1.0
GENERAL
QUANTITY TAKEOFF
Quantify conduit for removal by centerline to centerline takeoff, by size and type of
conduit.
Indicate type of demolition (disposal, salvage, relocation, etc.).
Highlight all conduit & duct on all drawings that indicate demolition.
When takeoff is complete, summarize quantities by size and material for appropriate areas
and bid.
Summarize all takeoff sheets.
Input the data into program estimate format by account code.
Input work hour units by size and material.
Organize summary for computer input by small size to large size.
1
1440-0014
1.0
GENERAL
Thoroughly read and understand scope of work and specifications as applies to demolition
highlight pertinent items and any unusual requirements and pass these up to assigned
project estimator.
2.0
QUANTITY TAKEOFF
1
1440-0020
1.0
GENERAL
Thoroughly read and understand scope of work and specifications as applies to u/g
installation, highlight pertinent items and any unusual requirements and pass these up to
assigned project estimator.
2.0
QUANTITY TAKEOFF
1
1440-0015
1.0
GENERAL
Thoroughly read and understand scope of work and specifications as applies to a/g
installation, highlight pertinent items and any unusual requirements and pass these up to
assigned project estimator.
2.0
QUANTITY TAKEOFF
Quantify a/g conduit, cabletray, i-boxes, power panels, light panels, cable, terminations,
transformers by type, light fixtures, devices, MCCs, switchgear, heatrace, power poles, etc..
Highlight all a/g conduit ,cabletray, cable all drawings. Also a/g grounding.
When takeoff is complete, summarize quantities by size and material for appropriate areas
and bid items.
Summarize all takeoff sheets.
Input the data into program estimate format by account code.
Input work hour units
Determine the amount of a/g grounding on the drawings and type and size of ground
cables specified for this estimate. Count all of the exothermic connections, mechanical
connections, sleeves etc. needed.
Organize summary for computer input by alphabetical order by account code.
Get electrical instrument count from instrument estimator for input into instrument device
account.
Check one-lines against the motor and equipment lists to make sure all items are covered in
the estimate.
Check one-lines for metering needed on the MCCs and switchgear.
Check power and light panel drawings to get size and type of panels to input into the
estimate.
Check all areas on the drawings to determine if the electrical items are in a class I div II.
1
1440-0017
1.0
GENERAL
QUANTITY TAKEOFF
Quantify instruments by type from the P&IDs and by the instrument list if it is available.
Highlight all instruments on the P&ID drawings as they are taken off.
When takeoff is complete, summarize quantities by size and material for appropriate areas
and bid items.
Summarize all takeoff sheets.
Input the data into program estimate format by account code.
Input work hour units and price.
Determine if any of the items are furnished by the client or a vendor so they can be
manhoured and priced accordingly. Mark these items in the estimate so they will not
appear in the total instrument count.(such as EA to EA.).
Organize summary for computer input by alphabetical order by account code.
Get electrical instrument count to the electrical estimator for input into instrument device
account.
Check areas on the drawings for class I div II areas and make sure that the instruments and
installation in those areas comply.
Check instrument detail drawings for make-ups of the process side tubing/pipe.
Calculate the amount of stands, air supply, control tubing, steamtrace, lube tubing, process
side tubing, support & tray for each type of tubing etc..
Input instrument calibration & loop check counts.
1
1440-0019
ESTIMATE QUALIFICATION
GENERAL
Estimate Qualification can only be placed in the direct portion of your file. It is also
advisable that the qualification be placed in the last cost schedule area, behind its
appropriate discipline.
Qualifications can be placed anywhere in the estimate file detail lines except it cannot be
between "T" and "S" lines. Qualification is started with a "Q" in column 13, followed by
qualification lines (between column 14 and 72) and an "E" in column 13 ending the
qualification.
Q
All qualification test goes here between column lines 14 and 72 and
can be as many lines you require.
E
Lines in the qualification structure shown
above would NOT require code of
accounts, bid item number or schedule
I.D.
DISCIPLINE
The discipline qualifications should be written by Lead Estimators, and should be both
intended for inhouse and Client/Bid purposes.
In order to develop a comprehensive list of qualifications, it is important to compile an
ongoing list of exceptions and clarifications as you prepare the estimate. You should do
this as you read the scope of work, specifications and make the material take-off from the
project drawings.
Qualifications should be written as short and precise as possible, using complete sentences
with proper grammar. They should also be written in a positive manner.
Qualifications should include basis of quantification, pricing, and any exceptions taken.
The Project Estimator should edit the qualifications before the final publication of the
estimate, to make sure it is structured for its intent.
1
1440-0021
1.0
GENERAL
Thoroughly read and understand scope of work and specifications as applies to electrical
installation, highlight pertinent items and any unusual requirements and pass these on to
the assigned procurement person.
2.0
Quantify electrical items from drawings, motor lists, equipment lists if it is available.
When takeoff is complete, summarize quantities by size and material for appropriate areas
and bid items.
Summarize all takeoff sheets.
Input the items you need a price quote on onto the following form.
Fill out the form completely and suggest two or more vendors.
Determine if any of the items need to have the specifications, data sheets, drawing etc. sent
to the vendor along with data on class I div II items. If so make copies of these and turn
them into the procurement person along with request form.
1
1440-0018
1.0
GENERAL
Quantify instruments by type from the P&IDs and by the instrument list if it is available.
When takeoff is complete, summarize quantities by size and material for appropriate areas
and bid items .
Summarize all takeoff sheets.
Input the items you need a price quote on onto the following form.
Fill out the form completely and suggest two or more vendors.
Determine if any of the items need to have the specifications, data sheets, drawing etc. sent
to the vendor along with data on class I div II items. If so make copies of these and turn
them into the procurement person along with request form.
Check instrument detail drawings for make-ups of the process side tubing/pipe.
Have procurement get you the prices of valves, tubing, manifolds, winterizing if you do
not have current book pricing.
1
1440-0016
PRICING REQUEST
KBR ESTIMATING
CLIENT:
PROJECT:
LOCATION:
PROJECT NO.:
PROJECTED PROJECT START-UP DATE:
ESTIMATE CLASSIFICATION:
REQUEST DATE:
ESTIMATOR:
PRICING DUE DATE:
QUOTE TYPE:
NO. QUOTES REQUIRED:
BID TAB:
SCOPE OF WORK
DRAWING NO.:
SPECIFICATION NO.:
BILL OF MATERIAL
ITEM
QTY
U/M
DESCRIPTION/MFG. P/N
PRICE
COMMENTS
DELIVERY TERMS:
TECHNICAL REFERRAL:
CO. NAME:
ADDRESS:
CONTACT:
PHONE NO.:
FAX NO.:
SUGGESTED VENDORS/MANUFACTURERS
CO. NAME:
CO. NAME:
ADDRESS:
ADDRESS:
CONTACT:
PHONE NO.:
FAX NO.:
CONTACT:
PHONE NO.:
FAX NO.:
1
1440-0009
RATIOS TO EVALUATE
Power wire (motors)/motor count = Average length per motor.
Instrument wire/instrument count = Average length per instrument.
Ltg. wire/ltg. fixture count = Average length per fixture.
If conduit job-wire/conduit
ITEMS TO LOOK FOR:
UPS System
Heat tracing (and feeders) - include tracing for pipe valves and fittings as well as any
instrumentation tracing needed.
Special Systems:
Communication System
Fire and Gas Detection and Suppression System/Spark Detection System
TV Monitor System
Cathodic Protection
Vibration System
Security System
1
1440-0011
ELECTRICAL/INSTRUMENTATION ESTIMATING
GUIDELINES
CREW MIXES
GROUNDING
General Foreman .15
Forman .25
Electrican 1.0
Helperr 3.0
CONDUIT
General Foreman .25
Forman .5
Electrican 1.0
Helper 2.0
WIRE
General Foreman .25
Forman .5
Electrican 1.0
Helperr 2.0
INSTRUMENTATION
General Foreman .25
Forman .5
Instrument Fitter 1.0
Instrument Tech. .5
Helper 1.0
1
1502-0031