Cost Engineering & Estimating QA Review Checklist

Predesign

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All required deliverables submitted.
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Basis of Estimate - Project Information clearly stated, including PMIS number and estimate date.
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Basis of Estimate - Sources of data clearly identified.
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Basis of Estimate - All estimate assumptions and allowances are completely explained.
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Basis of Estimate - Major Changes from previous estimate versions identified.
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Basis of Estimate - All Mark-up and Add-on values are provided and justifications for values selected explained.
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Estimate format conforms to NPS Cost Estimating Requirements Handbook and ASTM E1557-09 (UNIFORMAT II).
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Estimate Work Breakdown Structure (WBS) summarized by individual asset-entity and detailed to at least the Group Element level (UNIFORMAT II, Level 2).
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Estimate detail fully reflects project scope of work; and scope presented in other submittal documents.
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Estimate level of detail matches or exceeds the detail level of other submittal documents.
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Total estimated cost is within PMIS budget and scope.
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Costs presented are reasonable and within context for the project.
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Estimate has documented application of appropriate cost factors.
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Estimate has been reviewed and signed off by A/E reviewer, or A/E estimating supervisor.
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Any major scope of work questions or other items of concern by estimator are clearly identified.

Schematic Design

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All Predesign review comments are fully addressed.
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All required deliverables submitted.
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Basis of Estimate - Project Information clearly stated, including PMIS number and estimate date.
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Basis of Estimate - Sources of data clearly identified.
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Basis of Estimate - All estimate assumptions and allowances are completely explained.
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Basis of Estimate - Major Changes from previous estimate versions are identified.
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Basis of Estimate - All Mark-up and Add-on values provided and justifications for values selected explained.
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Estimate format conforms to NPS Cost Estimating Requirements Handbook and ASTM E1557-09.
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All Class C Construction Cost Estimates for all alternatives used during Value Methodology (VM) study submitted for information and comparison purposes.
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Preferred alternative Class B Construction Cost Estimate is submitted and within PMIS budget and scope.
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Estimate conforms to NPS Cost Estimating Requirements Handbook and ASTM E2129-05(2020) MasterFormat Standard Classification supported by the Construction Specifications Institute (CSI).
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Estimate Work Breakdown Structure (WBS) summarized by individual asset-entity to at least the Group (MasterFormat, Level 2) and detailed to at least the Individual Element level (MasterFormat, Level 3).
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Total Project Cost tabulation provided showing all individual direct cost assets and totals for each of the respective Mark-up categories.
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All cost detail is presented with material and installation cost components itemized separately.
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Estimate detail fully reflects project scope of work; and scope presented in other submittal documents.
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Estimate level of detail matches or exceeds the detail level of other submittal documents.
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Costs presented are reasonable and within context for the project.
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Asset-entity gross unit costs are calculated. (i.e., $/Square foot for buildings, $/space for parking, etc.)
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Estimate has been reviewed and signed off by A/E reviewer.
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Any major scope of work questions or other items of concern by estimator are clearly identified.

Design Development (DBB or DB)

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All Schematic Design review comments are fully addressed.
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All required deliverables submitted.
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Specifications Division 1 draft complete with summary of work and proposed definition of bid items.
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Basis of Estimate - Project Information clearly stated, including PMIS number and estimate date.
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Basis of Estimate - Sources of data clearly identified.
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Basis of Estimate - All estimate assumptions and allowances are completely explained.
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Basis of Estimate - Major Changes from previous estimate versions identified.
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Basis of Estimate - All Mark-up and Add-on values provided and justifications for values selected explained.
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Preliminary breakdown of General Conditions cost is provided as verification of mark-up value utilized.
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Preliminary market research submitted and well documented.
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Revised and expanded Class B Construction Cost Estimate is submitted and still within PMIS and/or amended budget and scope.
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Estimate conforms to NPS Cost Estimating Requirements Handbook and ASTM E2129-05(2020) MasterFormat Standard Classification supported by the Construction Specifications Institute (CSI).
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Estimate Work Breakdown Structure (WBS) summarized by individual asset-entity to at least the Group (MasterFormat, Level 2) and detailed to at least the Individual Element level (MasterFormat, Level 3).
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Total Project Cost tabulation provided showing all individual direct cost assets and totals for each of the respective Mark-up categories.
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All cost detail is presented with material and installation cost components itemized separately.
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Estimate detail fully reflects project scope of work; and scope presented in other submittal documents.
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Estimate detail expanded to address changes and enhancements to the design.
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Estimate level of detail matches or exceeds the detail level of other submittal documents.
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Costs presented are reasonable and within context for the project.
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Asset-entity gross unit costs are calculated. (i.e., $/Square foot for buildings, $/space for parking, etc.)
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Estimate has been reviewed and signed off by A/E reviewer, or A/E estimating supervisor.

100% Draft Construction Documents (DBB) or 100% Draft Design-Build Construction Documents (DB)

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All review comments from design development satisfactorily considered and resolved.
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All required deliverables submitted.
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Specifications and Construction Drawings complete and organized.
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Specifications Division 1 complete with summary of work and definition of bid items.
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Basis of Estimate - Project Information clearly stated, including PMIS number and estimate date.
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Basis of Estimate - Sources of data clearly identified.
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Complete market research submitted and well documented.
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Basis of Estimate - All estimate assumptions and allowances are completely explained, including how local costs for labor, material and equipment are incorporated into estimate.
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Basis of Estimate - Major changes from previous estimate versions identified.
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Basis of Estimate - All Mark-up and Add-on values provided and justifications for values selected explained.
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Itemized breakdown of all General Conditions cost is provided as verification of mark-up value utilized.
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Newly prepared Class A Construction Cost Estimate is submitted and still within PMIS and/or amended budget and scope.
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Estimate conforms to NPS Cost Estimating Requirements Handbook and ASTM E2129-05(2020) MasterFormat Standard Classification supported by the Construction Specifications Institute (CSI).
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Estimate Work Breakdown Structure (WBS) summarized by individual asset-entity to at least the Group (MasterFormat, Level 2) and detailed to at least the Individual Element level (MasterFormat, Level 3).
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Total Project Cost tabulation provided showing all individual direct cost assets and totals for each of the respective Mark-up categories.
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Total Project Cost tabulation is broken down by and matches contract price schedule.
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All cost detail is presented with material, labor and equipment cost components itemized separately.
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Estimate detail fully reflects project scope of work; and scope presented in other submittal documents.
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Estimate level of detail matches or exceeds the detail level of other submittal documents.
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Costs presented are reasonable, within context for the project, and reflect local market research.
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Asset-entity gross unit costs are calculated. ( i.e., $/Square foot for buildings, $/space for parking, etc.)
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Estimate has been reviewed and signed off by both A/E designer, and A/E estimating supervisor.

100% Complete Construction Documents (DBB) or 100% Complete Design-Build Construction Documents (DB)

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All review comments from design development satisfactorily considered and resolved.
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All required deliverables submitted.
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Revised Estimate reflects design changes made to address the technical comments of other reviewers.
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Basis of Estimate - All revisions required by previous submittal fully addressed and documented.
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Basis of Estimate - Major changes from previous estimate versions identified.
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Revised Class A Construction Cost Estimate is submitted and still within PMIS and/or amended budget and scope.
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Complete cost analysis for any and all bid options provided to the same level of detail as the base estimate.
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All supplemental local market research complete and fully documented.
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Estimate has been reviewed and signed off by both A/E designer, and A/E estimating supervisor.
 

Last updated: March 5, 2024

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