1、 EP 1110-1-8 Volume 3 November 2009 Construction Equipment Ownership and Operating Expense Schedule Region III Provided by IHSNot for Resale-,-,-Provided by IHSNot for Resale-,-,-DEPARTMENT OF ARMY U.S. Army Corps of Engineers Washington, DC 20314-1000 This pamphlet supersedes EP 1110-1-8, dated 31
2、July 2007. REPLY TO ATTENTION OF: CECW-EC Pamphlet 30 November 2009 No. 1110-1-8, Vol. 3 CONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE 1. Purpose. This pamphlet is authorized by and established in accordance with Federal Acquisition Regulation (FAR) 31.105 and Engineer Federal Acqu
3、isition Regulation (EFAR) SUBPART 31.105. This pamphlet establishes predetermined equipment ownership and operating expense rates for construction equipment. This pamphlet also establishes a method to calculate equipment ownership and operating expense rates for construction equipment when the prede
4、termined rates are not considered appropriate. The overall intent of this pamphlet is to determine equipment costs that are fair and reasonable. Expense factors for calculating dredge plant and marine equipment costs are provided in chapter 4. 2. Applicability. This pamphlet applies to all USACE com
5、mands. It is applicable to all solicitations and contracts for construction expected to exceed the Simplified Acquisition Threshold of $100,000 when actual cost data for both ownership and operating costs cannot be determined. This volume is for use in Region III, which includes the following states
6、: Alabama Arkansas Florida Georgia Louisiana Mississippi Missouri (Panhandle South of 36 -3000“) North Carolina South Carolina Tennessee 3. References. See APPENDIX A. 4. Distribution Statement. Approved for public release, distribution is unlimited. FOR THE COMMANDER: 12 Appendixes STEPHEN L. HILL
7、(See Table of Contents) Colonel, Corps of Engineers Chief of Staff EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-This page intentionally left blankEP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-iCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of C
8、ontents CHAPTER 1.0 - INTRODUCTION 1.1 Use 1-1 1.2 Decision Flow Process 1-1 1.3 How to Obtain Assistance 1-1 1.4 How to Obtain CHECKRATE Spreadsheet 1-2 1.5 How to Obtain this Publication. 1-2 CHAPTER 2.0 - METHODOLOGY FOR CONSTRUCTION EQUIPMENT SECTION I. GENERAL.2-1 2.1 Contents 2-1 2.2 Basis for
9、 Equipment Rates 2-1 2.3 Total Hourly Rate. 2-1 SECTION II. OPERATING CONDITIONS.2-2 2.4 Average, Difficult, or Severe Conditions 2-2 2.5 Determination of Condition 2-3 SECTION III. EQUIPMENT SELECTION2-3 2.6 General 2-3 2.7 Truck Selection 2-3 2.8 Crawler Tractor Selection 2-3 2.9 Equipment Accesso
10、ries. 2-4 SECTION IV. EQUIPMENT VALUE .2-4 2.10 List Price and Accessories. 2-4 2.11 Discount Code (DC) 2-4 2.12 Sales or Import Tax . 2-4 2.13 Freight . 2-4 2.14 Total Equipment Value (TEV) 2-4 SECTION V. LIFE .2-5 2.15 Economic Life (LIFE). 2-5 2.16 Working Hours Per Year (WHPY) 2-5 SECTION VI. SA
11、LVAGE VALUE .2-5 2.17 Salvage Value (SLV) . 2-5 2.18 Salvage Value Percentage 2-5 EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-iiCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents (Continued) SECTION VII. OWNERSHIP COST2-6 2.19 Ownership Elements . 2-6
12、 2.20 Depreciation 2-6 2.21 Facilities Capital Cost of Money (FCCM). 2-7 SECTION VIII. OPERATING COST2-7 2.22 Operating Cost Elements 2-7 2.23 Fuel Cost . 2-8 2.24 Filters, Oil, and Grease (FOG) Cost 2-9 2.25 Repair Cost 2-10 2.26 Tire Wear Cost 2-12 2.27 Tire Repair Cost 2-13 SECTION IX. STANDBY HO
13、URLY RATE2-14 2.28 Standby Hourly Rate . 2-14 SECTION X. RATE CALCULATION EXAMPLE2-14 2.29 Computation Example . 2-14 CHAPTER 3.0 - ADJUSTMENTS TO HOURLY RATES SECTION I. GENERAL.3-1 3.1 Contents 3-1 3.2 Basis for Equipment Rates 3-1 3.3 Equipment Rate Adjustment Tables 3-1 3.4 Determination for Use
14、 of Equipment Rates in Tables 2-1 and 2-2.3-1 SECTION II. RATE ADJUSTMENTS3-2 3.5 Rate Adjustments 3-2 3.6 Changes in Operating Conditions 3-2 3.7 Change in Cost of Money Rate (CMR) 3-2 3.8 Actual Work Hours Greater than 40 Hours per Week 3-3 3.9 Changes in Fuel Cost 3-4 3.10 Adjustments to Fuel, Oi
15、l, and Grease (FOG) Cost 3-5 3.11 Equipment of Different Age than Table 2-1 . 3-5 3.12 Rate Adjustment for Overage Equipment 3-6 3.13 Standby Rate Adjustment for Equipment of a Different Age than Table 2-13-7 3.14 Equipment Purchased Used 3-8 3.15 Rate Calculation Examples 3-8 EP 1110-1-8, Vol. 330
16、Nov 09Provided by IHSNot for Resale-,-,-iiiCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents (Continued) CHAPTER 4.0 - METHODOLOGY FOR DREDGING PLANT AND MARINE EQUIPMENT SECTION I. GENERAL.4-1 4.1 Contents 4-1 4.2 General 4-1 SECTION II. ANNUAL USE4-1 4.3 Time Availa
17、ble to Dredge 4-2 SECTION III. LIFE 4-2 4.4 Life. 4-2 4.5 Annual Hours Available . 4-3 SECTION IV. SALVAGE VALUE .4-3 4.6 Salvage Value (SLV) . 4-3 SECTION V. OWNERSHIP COST4-3 4.7 Ownership Cost. 4-3 4.8 Depreciation Factor . 4-4 4.9 The Cost of Money Rate (CMR) Factor . 4-4 4.10 Other Ownership El
18、ements 4-5 SECTION VI. OPERATING FACTORS 4-5 4.11 Hourly Operating Cost. 4-5 4.12 Prime and Secondary Power. 4-5 4.13 Water, Lube, and Supplies (WLS) . 4-6 4.14 Repairs (RPR) . 4-6 SECTION VII. STANDBY4-7 4.15 Standby Rate. 4-7 SECTION VIII. NEGOTIATED PROCUREMENT .4-7 4.16 Rates. 4-7 4.17 Allowance
19、 for Additional Capital Improvements. 4-8 4.18 Overage Plant 4-8 4.19 Dredging Plant Purchased Used . 4-8 SECTION IX. RATE CALCULATION EXAMPLE .4-8 4.20 Rate Calculation Example . 4-8 EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-ivCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPEN
20、SE SCHEDULE Table of Contents (Continued) List of Tables Table 2-1. Hourly Equipment Ownership and Operating Expense 2-21 Table 2-2. Hourly Rate Elements.2-253 Table 3-1. Equipment Age Adjustment Factors .3-9 Table 3-2. Equipment Age Adjustment Factors .3-33 Table 4-1. Dredging Plant Cost Factors 4-
21、9 List of Figures Figure 1-1. Methodology for Developing an Hourly Ownership and Operating Rate for Construction Equipment1-3 Figure 2-1. Equipment Rate Computation Worksheet .2-15 Figure 3-1. Total Hourly Rate Calculation for Overage Equipment3-25 Figure 3-2. Standby Hourly Rate Calculation for Ove
22、rage Equipment.3-49 Figure 4-1. Months Available by Region4-2 Figure 4-2. Dredging Plant Ownership and Operating Rate Worksheet 4-13 List of Appendixes Appendix A References .A-1 Appendix B Area Factors .B-1 Appendix C Guide for Selecting Operating Conditions C-1 Appendix D Equipment Hourly Calculat
23、ion Factors. D-1 Appendix E Economic Indexes for Construction Equipment E-1 Appendix F Tire Description and Tire Cost F-1 Appendix G Tire Life and Tire Wear Factors . G-1 Appendix H Manufacturer List . H-1 Appendix I Federal Cost-of-Money Rate I-1 Appendix J Equipment Accessories J-1 Appendix K Grou
24、nd Engaging Component Costs Included in Repairs (RCF)K-1 Appendix L Guide for Estimating Drill Steel and Drill Bit Costs L-1 Glossary.Glossary-1 Index . Index-1 EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-1-1CHAPTER 1.0 - INTRODUCTION 1.1 Use The use of this pamphlet is for rate de
25、termination on construction contracts, dredging contracts, and negotiated procurements and relates only to contractor-owned equipment. The overall intent of the pamphlet is to determine equipment costs that are fair and reasonable. a. This pamphlet shall be used for determining hourly equipment rate
26、s that are contained in the independent government estimate. b. In addition, the use of this pamphlet will be required by contractors for pricing contractor-owned equipment in negotiated procurements when: (1) Cost or pricing data is not required, as defined in Federal Acquisition Regulation (FAR) P
27、art 15.400, Contract Pricing. (2) Cost or pricing data is required and the actual cost data to support either ownership or operating costs for equipment or equipment groups of similar model and series is not available. (3) Cost or pricing data is required and available, but all or part of the data i
28、s determined not to be in accordance with the FAR cost principles. 1.2 Decision Flow Process A flow chart (figure 1-1) is provided at the end of this chapter to help the user better understand the process for developing an hourly equipment rate. The flow chart shows the decision points that allow th
29、e user to decide whether to use the predetermined rate tables or calculate the rate using the method shown in figure 2-1 or using CHECKRATE (also see paragraph 3.4). 1.3 How to Obtain Assistance When assistance is needed in understanding the methodology for calculating equipment rates, contact the C
30、hief, Cost Engineering Branch, Engineering and Construction Division, Walla Walla District, U.S. Army Corps of Engineers, (CENWW-EC-X), 509-527-7511, 509-527-7510, or visit the Web site at http:/www.nww.usace.army.mil/html/offices/ed/c/default.asp. EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for
31、Resale-,-,-1-21.4 How to Obtain CHECKRATE Spreadsheet A Microsoft Excelspreadsheet, named “CHECKRATE,” has been developed to calculate equipment rates using the methodology required by this pamphlet. The user must have Microsoft Excelto run the application. The factors needed in the hourly cost calc
32、ulations are located in the appendixes of this pamphlet. A copy of the spreadsheet may be obtained by choosing the CHECKRATE link on the following Web site: http:/www.nww.usace.army.mil/html/offices/ed/c/default.asp. 1.5 How to Obtain this Publication Volumes 1-12 of this pamphlet are available in p
33、ortable document format (PDF) and can be viewed or downloaded at http:/140.194.76.129/publications/eng-pamphlets. Copies of the pamphlet are also available on CD-ROM (Volumes 1-12) through the Superintendent of Documents or government bookstores (see appendix A). For additional information, telephon
34、e 202-512-1800, fax 202-512-2104, toll-free 866-512-1800, or access on the Internet at http:/bookstore.gpo.gov/. EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for Resale-,-,-Finished. The methodology in ths pamphlet should not be used for rental or leased equipment.YESYESAVERAGE SEVERENOYESNODIFFIC
35、ULTIs the equipment contractor owned ? Is the equipment in Table 2-1?Is there equipment in Table 2-1 that is equivalent in configuration (size, capacity, and horsepower) and value to the equipment for which you are determining a rate? Use the tables in chapter 2 for the actual or equivalent equipmen
36、t.Is the equipment operating in average severe or difficult conditions? (see chapter 2, section II for definition)Calculate a rate based on the step-by-step rate computation method shown in Figure 2-1 or use CHECKRATEUse the equipment rate shown in Table 2-1From Table 2-2 use the arithmetic mean of
37、the average and severe equipment rates. (Note: if there is no severe rate for the equipment see guidance in chapter 2, section II, paragraph 2-4.)Use severe rate shown in Table 2-2. (Note: if there is no severe rate for the equipment see guidance in chapter 2, section II, paragraph 2-4.)Is the use o
38、f this pamphlet required in accordance with Chapter 1, paragraph 1-1?YESNOUse the contractors actual cost and pricing data to determine a rate.NOFigure 1-1. Methodology for Developing an Hourly Ownership and Operating Rate for Construction EquipmentSTARTNext Page Is this land based or marine equipme
39、nt?Land Based Equipment Marine equipmentUse the methodology found in Chapter 4 for determining a rate for Marine Equipment.Is the equipment in Table 2-1 equivalent in configuration (size, capacity, and horsepower) and value to the equipment for which you are determining a rate? YES1-3EP 1110-1-8, Vo
40、l. 330 Nov 09Provided by IHSNot for Resale-,-,-NOYESNONOFINISHED (except for standby)YESNOEquipment is newerIf equipment is older than in Table 2-1 determine economic life by dividing LIFE by Working Hours Per Year. (see chapter3 section II, Paragraph 3-11.a.) Equipment is olderEquipment age does no
41、t exceed economic lifeEquipment age exceeds economic lifeIs the Cost of Money Rate (CMR) different from that shown in chapter 2, section VII or Appendix B? The Department of the Treasury adjusts the CMR (Prompt Payment Interest Rate) on or about 1 January and 1 July each year. For the current Prompt
42、 Payment Interest Rate seehttp:/www.publicdebt.treas.gov/opd/opdprmt2.htm. If the cost of money rate shown in chapter 2, section VII, is not the current rate, the FCCM portion of the total hourly rate shall be adjusted. Adjust the Cost of Money Rate per the instructions in chapter 3, section II, par
43、agraph 3-7.Is the cost of fuel 10% greater than or 10% less than the cost shown in Appendix B?The contractor shall be required to furnish copies of all fuel supply contracts and invoices to the government to support fuel cost adjustment. Request for upward adjustment in the rates will be considered
44、only when fuel is supplied by recognized distributors of bulk quantitiesIf the contractor is able to furnish the above information, adjust the fuel cost per the instructions in chapter 3, section II, paragraph 3-9.If fuel costs are adjusted FOG costs also need to be adjusted by applying the same rat
45、io used to adjust the fuel cost.Do the actual hours worked exceed 40 hours per week?Make adjustments to the FCCM per the instructions in chapter 3, section II, paragraph 3-8Is the equipments date of manufacure different from that in Table 2-1 (see chapter 2 section 1, paragraph 2-2)?Adjust the rate
46、using Table 3-1 per the instructions found in chapter3 section II, Paragraph 3-11.c.Adjust the rate using Table 3-1 per the example found in chapter3 section II, Paragraph 3-11.a.Adjust the rate using Table 3-1 per the instructions found in chapter3 section II, Paragraph 3-12.YESFigure 1-1. Methodol
47、ogy for Developing an Hourly Ownership and Operating Rate for Construction EquipmentContinue from previous page1-4EP 1110-1-8, Vol. 330 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS2-1CHAPTER 2.0 - METHODOLOGY FOR CONSTRUCTION EQUIPMENT SECTION I
48、. GENERAL 2.1 Contents This chapter provides the methodology used to compute the total hourly ownership and operating rates for construction equipment and marine equipment (except dredging plant). This detailed methodology includes the formulas and factors used to develop both total hourly rates and hourly standby rates. If the equipment is determined to be older than its estimated economic life (overage) or was purchased used, refer to chapter 3. 2.2 Basis for Equipment Rates The hourly rates shown in table 2-1 reflect catalog list prices of equipment manuf
