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ODOT Home > Divisions > Planning > Estimating > General Summaries

​Welcome to the Office of Estimating General Summary page

This page is intended to provide clarification and tips for getting the most out of the Excel based General Summary required for plan submission.

The General Summary is jointly maintained by CADD and Mapping, District 4, and the Bid Analysis and Review Team

News -July 21, 2014

A new version of the excel general summary spreadsheet is now available.  Please see the Change Log section below for details.  It includes a menu to look up and add pay items.  Now items can be added by typing in item numbers, pasting in item numbers, or using the lookup function.

Please note that the version numbers will now reflect the release date (Vyy.mm.dd), rather than a 1, 2, 3 nomenclature.

News -April 18, 2014

Version 2.0 is now available.  Please see the Change Log section below for details.  It will provide a more robust and useful interface to CAD and we hope you will find it more structured and user-friendly.

Upcoming

We are experimenting with version 2.12a-1 of Estimator.  If you have a single-funded project, we invite you to export the Estimator file to XML and send it in with your plan package.

Background

CAAD and Mapping originally developed a Microsoft Excel spreadsheet to link with designer plans and assist the design process.

It has grown into a required deliverable to the Office of Estimating.

The end-goal of the General Summary is to import data from construction plans as efficiently and accurately as possible.

Versions

2.0 - Latest GenSum release

1.4 - Previous, and still acceptable

1.3 - Previous, and still acceptable

Versions older than 1.3 are no longer supported.  The values on the spreadsheet should be copied and pasted into a newer version.

 

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 Guidelines, Requirements and Tips

 
General
·         The project number must be included, example: ATH12345
·         The Spec Year must be included, example: 13 (Version 1.4 and older), 2013 (Version 2.0 and newer)
·         All quantities in the funding area should be numeric, preferably not “Lump”, “LS”, formulas, etc. (Version 1.4 and older)
·         The funding name should be repeated on every page that contains items (Version 1.4 and older)
·         All items must be included in the current item master
·         All headings must match the headings included in the spreadsheet
·         Please do not use special formatting, ZIP codes, etc.
 
Alternates
·         All alternates must be contained in a separate heading, specifically for the alternate items
·         Please do not include other items within the alternate heading​
·         Both (or all, if applicable) portions of an alternate must be marked “X” in the alternate column
·         Alternates must be funded on the same split
 
Incidentals
·         Please include an Incidentals heading
·         Incidentals with quantities must have the quantity spread across all splits, PS&E will allocate funds correctly.  The excel general summary can differ from the plans in this regard.​
·         Lump sum incidentals must have a quantity of 1 across all splits, PS&E will allocate funds correctly.  The excel general summary can differ from the plans in this regard.
 
Funding
·         Please list funding splits left to right, starting with the leftmost funding column
·         The first plan split must start with: 01
·         Please do not include a subtotal column as a funding split
 
Structures
·         The correct heading for a new structure >= 20 feet is: STRUCTURE 20 FOOT SPAN AND OVER (BRIDGE #)
·         The correct heading for a new structure < 20 feet is: STRUCTURE UNDER 20 FOOT SPAN (BRIDGE #)
·         The correct heading for repairs or resurfacing to an existing bridge is: STRUCTURE REPAIR (BRIDGE #)
·         Each structure must be listed as an individual category (due to federal requirements)
o   Resurfacing doesn’t require individual categories, but can be broken out if necessary
 

 Change Log

 

07-18-2014 - Updates

A new button is added: Insert Pay Items

This function can insert pay items or headings


Version 2.0 - Major Release

Dynamic Sheet Numbers and Participation columns

Integrated and refreshable Item Master

DGN Clipboard tab

A SimpleForm tab with just the basics

Ability to import an XML file from Estimator

Updated Info tab

Additional updates

 

Version 1.4 - Minor Updates

Improved formatting

Updated headings to match Location and Design Manual

 

Version 1.3 - Major Release

Altered column configuration

Major function updates

 
 
 
 

 Links & Downloads