1、 EP 1110-1-8 Volume 5 November 2009 Construction Equipment Ownership and Operating Expense Schedule Region V Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS
2、-,-,-DEPARTMENT OF ARMY U.S. Army Corps of Engineers Washington, DC 20314-1000 This pamphlet supersedes EP 1110-1-8, dated 31 July 2007. REPLY TO ATTENTION OF: CECW-EC Pamphlet 30 November 2009 No. 1110-1-8, Vol. 5 CONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE 1. Purpose. This pamp
3、hlet is authorized by and established in accordance with Federal Acquisition Regulation (FAR) 31.105 and Engineer Federal Acquisition Regulation (EFAR) SUBPART 31.105. This pamphlet establishes predetermined equipment ownership and operating expense rates for construction equipment. This pamphlet al
4、so establishes a method to calculate equipment ownership and operating expense rates for construction equipment when the predetermined rates are not considered appropriate. The overall intent of this pamphlet is to determine equipment costs that are fair and reasonable. Expense factors for calculati
5、ng dredge plant and marine equipment costs are provided in chapter 4. 2. Applicability. This pamphlet applies to all USACE commands. 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
6、 ownership and operating costs cannot be determined. This volume is for use in Region V, which includes the following states: Colorado Illinois (West of U.S. Highway 51) Iowa (South of U.S. Highway 20) Kansas Kentucky (West of U.S. Highway 51) Missouri (North of 36 -3000“) Nebraska 3. References. Se
7、e APPENDIX A. 4. Distribution Statement. Approved for public release, distribution is unlimited. FOR THE COMMANDER: 12 Appendixes STEPHEN L. HILL (See Table of Contents) Colonel, Corps of Engineers Chief of Staff EP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking
8、permitted without license from IHS-,-,-This page intentionally left blankEP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-iCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents CHAPTER 1.0 - INTR
9、ODUCTION 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 Equipment Rates 2-1 2.3 T
10、otal 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 Accessories. 2-4 SECTION IV. EQUI
11、PMENT 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. SALVAGE VALUE .2-5 2.17 Salv
12、age Value (SLV) . 2-5 2.18 Salvage Value Percentage 2-5 EP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-iiCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents (Continued) SECTION VII. OWNERSHIP
13、 COST2-6 2.19 Ownership Elements . 2-6 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 R
14、epair Cost 2-13 SECTION IX. STANDBY HOURLY 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 Adjustmen
15、t Tables 3-1 3.4 Determination for Use 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
16、 Cost 3-4 3.10 Adjustments to Fuel, Oil, 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 Calculati
17、on Examples 3-8 EP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-iiiCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents (Continued) CHAPTER 4.0 - METHODOLOGY FOR DREDGING PLANT AND MARINE EQUIP
18、MENT SECTION I. GENERAL.4-1 4.1 Contents 4-1 4.2 General 4-1 SECTION II. ANNUAL USE4-1 4.3 Time Available 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
19、-3 4.8 Depreciation Factor . 4-4 4.9 The Cost of Money Rate (CMR) Factor . 4-4 4.10 Other Ownership Elements 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. STAN
20、DBY4-7 4.15 Standby Rate. 4-7 SECTION VIII. NEGOTIATED PROCUREMENT .4-7 4.16 Rates. 4-7 4.17 Allowance 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, V
21、ol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-ivCONSTRUCTION EQUIPMENT OWNERSHIP AND OPERATING EXPENSE SCHEDULE Table of Contents (Continued) List of Tables Table 2-1. Hourly Equipment Ownership and Operating Expense 2-21 Table 2-2. H
22、ourly 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 4-9 List of Figures Figure 1-1. Methodology for Developing an Hourly Ownership and Operating Rate for Construction Equipment1-3 Figure 2
23、-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 Overage Equipment.3-49 Figure 4-1. Months Available by Region4-2 Figure 4-2. Dredging Plant Ownership and Operating Rate Worksheet 4-13 L
24、ist 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 Calculation Factors. D-1 Appendix E Economic Indexes for Construction Equipment E-1 Appendix F Tire Description and Tire Cost F-1 Appendix G T
25、ire 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 Ground Engaging Component Costs Included in Repairs (RCF)K-1 Appendix L Guide for Estimating Drill Steel and Drill Bit Costs L-1 Glossary.
26、Glossary-1 Index . Index-1 EP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-1-1CHAPTER 1.0 - INTRODUCTION 1.1 Use The use of this pamphlet is for rate determination on construction contracts, dredging contracts, and negotia
27、ted 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 rates that are contained in the independent government estimate. b. In add
28、ition, 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) Part 15.400, Contract Pricing. (2) Cost or pricing data is required and
29、 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 is determined not to be in accordance with the FAR cost principles. 1.2
30、 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 the user to decide whether to use the predetermined rate tables or calcu
31、late 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 Chief, Cost Engineering Branch, Engineering and Construction Division,
32、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. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS
33、-,-,-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 calculatio
34、ns 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 portabl
35、e 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, telephone 202-
36、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. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-Finished. The methodology in ths pamphlet should not be used for re
37、ntal or leased equipment.YESYESAVERAGE SEVERENOYESNODIFFICULTIs 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
38、 tables in chapter 2 for the actual or equivalent equipment.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 sh
39、own in Table 2-1From Table 2-2 use the arithmetic mean of 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 guid
40、ance in chapter 2, section II, paragraph 2-4.)Is the use of 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 Eq
41、uipmentSTARTNext Page Is this land based or marine equipment?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 f
42、or which you are determining a rate? YES1-3EP 1110-1-8, Vol. 530 Nov 09Provided by IHSNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-NOYESNONOFINISHED (except for standby)YESNOEquipment is newerIf equipment is older than in Table 2-1 determine economic life by div
43、iding LIFE by Working Hours Per Year. (see chapter3 section II, Paragraph 3-11.a.) Equipment is olderEquipment age does not 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
44、Treasury adjusts the CMR (Prompt Payment Interest Rate) on or about 1 January and 1 July each year. For the current Prompt 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
45、 the total hourly rate shall be adjusted. Adjust the Cost of Money Rate per the instructions in chapter 3, section II, paragraph 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
46、invoices to the government to support fuel cost adjustment. Request for upward adjustment in the rates will be considered 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 c
47、hapter 3, section II, paragraph 3-9.If fuel costs are adjusted FOG costs also need to be adjusted by applying the same ratio 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 th
48、e equipments date of manufacure different from that in Table 2-1 (see chapter 2 section 1, paragraph 2-2)?Adjust the rate 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. Methodology for Developing an Hourly Ownership and Operating Rate for Construction EquipmentContinue from previous page1-4EP 1110-1-8, Vol. 530 Nov 09
