Changes to Contract Estimates > Review Estimates

Version 8.2 Changes

• Corrected the Interest Due Date calculation so that it was not displayed until the Contractor Notificaiton was entered.

Version 8.1.1 Changes

• Corrected the Open Issues tab to display only the last sample in a string of check samples as the one that required disposition. Previously, all samples were listed. This is now consistent with Check Sample disposition requirements, i.e. that if Check Samples are entered, only the last sample in the string requires a disposition comment.

• Reversed the calculation used on the Estimate Snapshot Report. The original implementation had Paid to Date minus Received to Date. This has been changed to Received to Date minus Paid to Date.

Version 8.1 Changes

• Added PARs created from failing densities in the Review Density Other Conventional and Nuclear windows to the list of PARs that must be closed before a Final Estimate can be forwarded.

• Removed Voided Field Inspection Reports from the Issue listing on the Open Issues tab since a Disposition is not required for them.

• Updated the estimate processing code so that the PDFs transmitted to SAP with the estimate transactions appeared correctly in the display when the estimate was Approved on a computer using the Windows XP operating system.

• Fulfilled a user request for a Report that can be distributed to the Contractor to illustrate material shortages before the estimate is processed.

  The new Estimate Report Snapshot can be found in the print menu.

  Things to remember when using the Estimate Report Snapshot:

  • The Estimate Report Snapshot derives its data from the Project Certification module.

  • If the Estimate was Generated before the Version 8.1 release, the report will be blank!

  • To populate the report data on an existing Estimate, Generate the Estimate.

  • To update the report data after an Estimate has been Generated, Generate the Estimate. The Data included will be from the last time the Material Quantities data was Generated.

  • To update the report data after an Estimate has been Generated, and to include the most recent Material Quantities data, Re-Generate the Project Certification Data, then Generate the Estimate.

Version 8.0.4 Changes

• Corrected the system logic to only require and use Final Document Received Dates for calculation of the Interest Due Date when the Include box is checked. Also ensured the system won’t calculate the Interest Due Date until all required dates have been entered.

Version 8.0 Changes

• On the Open Issues tab, PARs resulting from any failing Density Tests (Conventional or Nuclear) will now be tracked with any other outstanding PARs.

• On the printed estimate versions where Federal Aid Number is displayed, the reports have been modified to display the newly expanded 30 character field.

Version 7.2.1 Changes

• Modified the system to set the current estimate’s status back to Pending Generate if it has not been Processed or Paid and a Supplemental Agreement that inserts or extends a Contract Time is approved as Contractor Concurrence. The forced re-generation of the estimate will allow the system to re-calculate liquidated damages based on the revised Contract Time information.

• Enhanced the window to dynamically refresh the display of the selected estimate’s status when Supplemental Agreements are approved as Contractor Concurrence. That means if the window is open and a Supplemental Agreement is approved that affects the estimate’s status, the updated status will be displayed automatically without the need to close and re-open the window.

Version 7.2 Changes

• A new tab called Open Issues has been added. Clicking on the tab will present the user with a list of outstanding issues for that contract at that point in time. A drop-down filter of the various areas the system checks is provided (e.g., PARs that haven’t been closed, Samples and FIRs that haven’t been disposed, Densities pending PARs and Claims that haven’t been finalized), and double-click navigation to the data needing resolution facilitates investigation. The Open Issues tab will only be enabled for the most recent estimate, but clicking the Refresh button at any time will cause the system to re-examine the data in the system for that contract and present the current open issues.

• Additionally, on the new Open Issues tab, a split scroll function was added to the horizontal scrollbar at the bottom of the window. Placing the cursor in the lower left corner of the grid on the dark shadow area changes the cursor from an arrow to a split-scroll cursor. Dragging the cursor to the right will freeze the display to the left of vertical line shown as the mouse is moved. Releasing the mouse button activates the split screen. To remove the split, place the cursor again on the horizontal scroll bar at the dark shadow area where the split occurs and drag it all the way to the left of the grid.

• The final estimate edit to ensure all FIRs have been disposed of has been expanded to include Corrugated Metal Pipe.

Version 7.1.2 Changes

• Adjusted the right-mouseclick default sort on the History tab to be by Action Date descending.

• Corrected a problem for contracts that had their line item indicators reset that caused the printed estimate and contractor copy of the estimate to show incorrect unit prices for AC adjustments. This was a reporting display problem only. All estimates have calculated and paid any price adjustments accurately.

Version 7.0 Changes

• Added a field to the General tab called Contractor On Estimate . This field will display the contractor assigned to the contract at the time that estimate was paid.

Version 6.4 Changes

• Adjusted the Assessment Of Liquidated Damages page in the Final Estimates report to allow the full page of information to print correctly on all types of printers used at the DOT.

• Introduced an edit to limit the Waived damages amount by the Apparent damages amount. Changes that cause the Apparent damages amount to be less than the saved Waived amount will cause the Waived amount to be zeroed out, forcing the user to re-enter a value.

• Updated the Estimate Report For Contractors and Contract Final Quantities reports to display the fuel adjustments as the Fuel Adjustment Standard Report does in 6.4. That is, Current Quantity has been renamed as Estimate Quantity, and changed the display to have the value of the actual payment quantity without the fuel factor applied. Now, one can see that the Fuel Factor multiplied by Unit Price multiplied by the Estimate Quantity equals the Current Amount.

• Updated the Waived field on the Damages tab to format properly when the user types in a value and then hits enter. Previously, the formatting only happened when the user tabbed out of the field, clicked on another field or clicked Save.

Version 6.3 Changes

• Estimate and estimate-related data for old contracts that the Construction Unit determined were not and should not be tracked in HiCAMS have been removed.

• Apparent Damages are now being calculated, displayed and tracked on estimates from this point forward at the Contract Time level. Prior to this release, they were displayed at the Contract level.

• Assessed To Date Damages are now being calculated, displayed and tracked on estimates from this point forward at the Contract Time level. Prior to this release, they were displayed at the Contract level.

• Previously Assessed Damages are now being calculated, displayed and tracked on estimates from this point forward at the Contract Time level. Prior to this release, they were displayed at the Contract level.

• Currently Assessed Damages are now being calculated/entered, displayed and tracked on estimates from this point forward at the Contract Time level. Prior to this release, they were displayed at the Contract level.

• Waived Damages are now entered, tracked and displayed from this point forward at the Contract Time level. Prior to this release, they were displayed at the Contract level.

• The Assessment of Liquidated Damages report on Final Estimates has been enhanced to display the Waived Damages amount per Contract Time on the WBS version of the report and the Contractor copy of the report.

• Added a new Comment field for each Contract Time. This field can be used for any comments pertaining to an individual Contract Time and will also be where the Construction Unit enters comments in cases where damages are waived.

• Summary level damage data has been broken down to the individual Contract Times records for the most recent estimate on contracts where the most recent estimate is not a paid final estimate. Historical estimates will still only show the summary of damages at the contract level. Estimates after 6.3 will have damages calculated, entered, tracked and displayed at the Contract Time level, and the accumulated and displayed at the Contract level.

• The window has been enhanced to store the Contract Time date data that is current at the time an estimate is processed. Previously, pulling up any estimate for a contract displayed the most recent Contract Time date information, which may not correspond to the values when the estimate was processed.

• Whenever a Contract Time record is selected/highlighted, navigation to a different estimate for the same contract will keep the same Contract Time record highlighted. This will make it easier to review the dates and damages information for a given contract time over time.

Version 6.2.1 Changes

• Corrected conditional problems where the Apparent Damages field displayed the wrong value.

• Corrected the edit logic to provide a warning message when an Estimate is approved and a Claim is outstanding only if the Estimate Type is Final or Supplemental.

• Adjusted the application to default the Currently Assessed value to zero for partial estimates and to re-set it to zero if the estimate is subsequently re-generated.

• Modified the system to only require a comment when the Construction Unit overrides the Currently Assessed field on a Final or Supplemental Estimate.

• Modified the Contractor version of the Estimate report to only display the Assessment of Liquidated Damages section on Final and Supplemental Estimates.

• Corrected the Estimate Report window (launched by clicking the Print icon from within the Review Estimates window) to make the Estimate Report for Contractors the initial default version listed in dropdown and to display the content of that version of the report in the window. The report had been displaying the Estimate Report with WBSs.

Version 6.2 Changes

• There is a new Estimate Report for Contract Final Quantities that can be reviewed and printed from the Review Estimates Print window. This report shows line item quantities up through the selected Estimate, without the standard estimate cover page, liquidated damage information or WBS details. It is intended to satisfy reporting requirements for Article 109-9 of the Standard Specifications.

• Added a new field for Waived Liquidated Damages at the Contract level. This field will permit the Construction Unit to designate a dollar amount of Anticipated Damages that will be waived (not assessed). The dollar value can be adjusted from estimate to estimate as desired to achieve the necessary damage assessments.

• Added a new field to display the Apparent Damages at the Contract level. The Apparent Damages are calculated based off of the Completion Date or Revised Completion Date rather than considering the Anticipated Revised Completion Date. This field is purely for information purposes and does not impact the damages assessed. Anticipated Damages will still be calculated as it has in the past.

• The system will now present a warning message if a Final Estimate is approved and there are Claims pending. The same check will continue to be performed when Final Estimates are forwarded.

• When printing estimates, the Estimate Report window will default to the Estimate Report for Contractors, with the Show Zero Quantities checkbox selected.

• In Final Estimate processing, added logic to create a Contract Details History record if the Contract Acceptance Date is approved from the Review Estimates window. The same history record has always been tracked whenever the Contract Acceptance Date was approved on the Contract Details window. This ensures consistent history record tracking of Acceptance Date approval regardless of where that approval is set.

• Added a warning alert whenever the Estimated Completion Date entered is less than the Thru Date of the Estimate.

• Added a warning message if a future date is entered on the Review Estimates Completion tab Acceptance Date or Contractor Notification Date fields.

• Added a wider left margin to the "Fiscal" and "Contractor" headers in Print CCU Estimates

Version 6.1 Changes

• If a Work Completion Date on any Contract Time is set or updated while an Estimate is in progress, the Estimate’s status will be set back to Pending Generate and the RE, PE and Estimate’s creator will be notified.

• Upgraded Estimate processing such that approvals (with proper pdf image and BSIP interface transactions) and printing can be done from Windows 2000 machines.

• Corrected a problem where printing the Estimate report using the Show Zero Quantities option in certain data conditions did not fully display the totals column.

Version 6.0 Changes

• The re-design effort for 5.9 caused the logic that re-calculated the completion date after winter weather or pro rata days were entered to happen only upon save. Prior to Version 5.9, it was re-calculated after tabbing out of the fields or hitting the enter key. The date re-calculation has been adjusted to work after entering days and hitting enter, tabbing out of the field, or clicking on save.
• The ability to clear accidental entry of Winter Weather Days and Pro Rata days was restored. That functionality was inadvertently deleted during the 5.9 re-design effort.
• The Percent Complete By Progress and Overrun/Underrun To Datep fields now default to blank rather than 0. They require a value (0 is valid) prior to forwarding the estimate to CCU. A warning message is produced by the system if the Percent Complete By Progress is less than 1%.
• The window has been corrected to display the appropriate History Tab information when navigating from the Final Estimate through previous estimates.

Version 5.9 Changes

• A warning message is now displayed when a Final Estimate is forwarded (either from RE to Division or from Division to Central Construction) and there is a claim pending for that contract. Note: There is a related change that if the claim is approved, the Final Estimate status will be reset to Pending Generate (if the estimate hasn't already been processed) in order to pick up the effect of the newly approved claim.

• A notification will be sent to RE office personnel on a contract upon an estimate being processed/paid through the BSIP system rather than at the time the estimate is processed within HiCAMS.

• In Review Estimates, the Damages tab has been altered to display as much of the pertinent contract time dates, rates and damages information as possible.

Version 5.7 Changes

• The Review Estimates window has been updated to correct a window problem introduced by the BSIP process. The window functionality has been corrected to prevent flickering after the Approve button is clicked.

• A correction has been made to the Material Prepayment functionality on the Review Estimates window to enable an Actual Reduction percentage to be entered. Previously, this field was disabled.

Version 5.6 Changes

• BSIP Related: The Estimate approval process has been modified to check that the contract has been set up in Fiscal and that there are no outstanding contract changes (Supplemental Agreements) prior to allowing the Estimate to be approved for payment.

• A change was made to the Review Estimate functionality to correct a problem with merging work orders when the source work order contained outstanding MPP balances. Performing a work order merge in this situation was causing estimates to display a negative balance. The changes to the estimate functionality involve the following:

  • Restrict the merging of Work Orders that contain outstanding MPP balances.

  • Restrict the selection of a Contract that has an estimate in the Processed status. Balances on the source work order must be reduced to zero, and the Estimate paid before a merge can occur. If the Estimate is pending RE or CCU approval when the merge is completed, the status is returned to Pending Generate.

  • Protect the MPP Reduction field in the Review Estimates window once the balance has been reduced to 0.

• A correction was made to the CCU Estimate approval process to remove the ability to approve the same estimate twice.

• A modification has been made to the Review Estimate process to restrict the Interrupt button availability to users in the office location of the contract, the division of the contract or CCU.

Version 5.5.1 Changes

• The Generate Estimate process has been modified to respond to changes in the function code assignments after the estimate process has been completed. HiCAMS will back out any changes from the old function code totals and add them back into the new function code totals.

• An Interrupt button has been added to notify BSIP a user has requested that a payment be withdrawn.

• If the payment is successfully stopped, the Estimate Status will become Pending CCU Approval. The user must then contact the Construction Unit and have the Estimate rejected back to the RE office. Users will then be able to modify the Estimate and re-generate/approve etc.

• If the Payment could not be stopped, the HiCAMS user requesting the Interrupt will be notified and the Estimate will continue its processing. Payment issues will have to be corrected on subsequent estimates.

• Estimates that were PROCESSED prior to Version 5.5.1 have had their status set to PAID and a history record has been created.

Version 5.5 Changes

• The Review Estimates window has been revised to ensure the validity of the Estimated Complete Date on the General Tab prior to forwarding an Estimate. The date information must be entered prior to forwarding, which also applies to Partial Estimates.

Version 5.4 Changes

• The label Less Anticipated Liq Damages has been changed to Less Assessed Liq Damages on the Totals and Work Order Tabs of the window and on the Estimate Reports.

• A date greater than today's date can no longer be entered in the Received Date field for the Final Estimate Documents on the Completion Tab.

• Payment Interrupt functionality has been added and is currently unavailable until future implementation of BSIP.

• The calculation of Estimate Totals at the Function Code level has been implemented for the future implementation of BSIP.

• The calculation of the Interest Due Date has been added to the Completion Tab of the Review Estimate and Contract Details windows. This calculation is based on the relationship between the Latest Document Received Date, the Contractor Notification Date, and the Acceptance Date as defined in Section 109-11 of the Standard Specifications.

• The internal sequencing of the Tabs on the window have been modified to correct the loss of Comments. To ensure that Comments are always retained, it is suggested that

Version 5.3 Changes

• Damages Tab: Updates to the Pro Rata/Winter Weather days for a Contract Time are now stored on the Estimate where the change was made. Updates made on subsequent Estimates do not change what was input on a processed Estimate.

• Final Estimates: Changed the Pro Rata/Spec 108-10 Days error message to say Pro Rata and Winter Weather days so that the error message matches the window column headings.

• Notifications have been added when Estimates are in a Pending status and have not been forwarded to the next level or Approved. The Notifications will be sent 7 and 14 days past when the Estimate most recently attained this Pending status. An Estimate Pending RE Approval will have notifications sent to the Resident Engineer and the Project Engineer. An Estimate Pending CCU Approval will have notifications sent to the Resident Engineer, the Project Engineer, and the Estimate Processing Technician.

• Added a Totals column to the Estimate Report. This corresponds to the Total column on the Review Estimates Totals Tab.

Version 5.1 Changes

• Prepayments Tab: System calculated negative reductions (increases) have been removed that occurred when an Adjust entry had been made to a Pay Record.

• Pay Factors: Added for Version 5.2. Provides a list by line item showing Current Quantity, Pay Factor Percentage, and Adjusted Unit Price.

• The Contract Monthly Estimate Report for Contractors now contains Fuel Price Adjustment data to display current quantity information.

Version 4.5 Changes

• An error message now appears if the Percent Complete exceeds 100% when the amount of the Overruns/Underruns is entered incorrectly. (Overruns and Underruns are excluded when calculating Percent Complete - therefore Percent Complete cannot exceed 100%). If there are no Overruns/Underruns entered, and the calculated Percent Complete exceeds 100% because of an error in Contract Tracking data entry, the same error message will appear when the user tries to forward the estimate.

• Added the Escrow tab. For Contracts with Escrow Agents, CCU will be able to edit the Current Amount to Trust.

• The Estimate Report with Work Orders now displays the correct amount in the Total Amount column for items such as the AC Adjustment Line Items.

• Corrected the discrepancy of Balance and Current Balance totals on the Review Estimates - Prepayment tab by changing the calculations in the Review Estimates window to round to 3 digits instead of 2. The Current Balance total had been rounded up and the Balance total had been the actual amount.

• Added a checkbox Show Full Item Descriptions to both Estimate Reports. Checking this box allows the user to view the complete descriptions entered for Pay Factors, Material Prepayments, etc.

• The floating information displayed when the top grid is double-clicked now includes Work Order, Federal Aid No., Resident Engineer, Project Engineer, Administrative Division, Bid Amount, Availability Date, Completion Date, and Revised Completion Date.

• A warning message has been added to the forwarding process when the Thru Date is greater than the current date.

Version 4.4 Changes

• The Current Days Used field will now reset correctly when regenerating a zero day estimate.

• Default Retainage displays as 2.00% or 5.00% not 0.05%.

• Tabbing out of the Retainage Percent field on the Review Estimates window will no longer cause the system to prompt "Do you want to save changes?"

• The system will now reset the Retainage Percent back to 5.00% when an error in the estimate totals caused the percent to be automatically reduced to 2.00%.

• The system will refresh the estimate windows when the estimate status is changed due to modifications to associated Tickets, Pay Records or Adjustments, and both the Estimate and Contract Tracking windows are open at the same time.

• Perfomance tuning was done in the Review Estimates window.

• The footer in the Estimate Report has been modified to no longer use a subreport, instead text objects have been added to each report. This corrects the problems with printing this report on the HP Desk Jet 970 cxi or the HP 1120c series printers.

• Due to a change in policy, HiCAMS will set the contract Retainage to 0% on federally funded contracts that are passed from Design Services to HiCAMS on or after the August letting date (8/15/2000).

• Made the following changes to the Estimate Report cover sheet and work order breakdown.
  • Changed the Estimate to Date label to Contract Line Items

  • Changed the Fuel Adjustment to Date label to Fuel Adjustments

  • Added the field Total Estimate which is a total of Contract Line Items +Material Prepayments + Fuel Adjustments

• If there is an Escrow Agent, the escrow agent's name and address will appear on the Estimate Report.

Version 4.3.1 Changes

• The Current Retainage is now calculating properly when a user reduces a Material Prepayment on the Payment tab on the Review Estimate window.

• The Material Prepayment Current Quantity is now working correctly on the Review Estimate window and MPP Tab.

Version 4.3 Changes

• You no longer receive an application error when you approve an estimate.

• Now, the Estimate Report prints correctly on all printers.

• If a contract has no escrow information, the Estimate Report displays zeros in the Trust Data fields.

• If you select a contract which has no estimates, the work order information from the previous selection is refreshed.

Version 4.2 Changes

• TIP Numbers now appear in front of the Contract Description on the Estimates report.

• Contract Location now appears after the Contract Description on the Estimates report.

• The Unit Price now displays up to 4 decimal places on the Prepayments tab on the Review Estimates window.

• Sort order on the History tab displays the most recent action first.

• The Estimates report now displays 4 decimal places on all unit prices.

• Total Estimate to Date now reads Estimate to Date.

• The Estimates Report now reads Amount Due this Estimate instead of Amount Due This Estimate.

• Now you can Review Estimates for completed contracts.

• The Estimates Report no longer shows lump sum items with a quantity of 1 as an overrun.

Version 4.1 Changes

• Word wrap is now available on the Estimate comment box.

• The job title on the Estimates Report now reads State Construction Engineer instead of State Highway Construction Engineer.

• The Estimates Report now displays the Administrative Division, not the Physical Division.

New for Version 4.0

• You can Review, Adjust and Process Monthly Estimates.

Page last updated 30 September 2011