Caterpillar Performance Handbook, January 2017, SEBD0351-47

Estimating Form

Owning & Operating Costs

NOTE: An Excel O&O Estimating Form is available, in electronic spreadsheet format, to calculate an Hourly Owning & Operating Cost Estimate based on the procedure outlined in this section. The spreadsheet my be accessed via the website at https://dealer.cat.com – From the home page, select “Product Support,” “Equipment Management Solutions,” “Owning & Operating Costs.” Under the heading “Machine Technical Information,” select “O&O COST ESTIMATING Form.”

HOURLY OWNING AND OPERATING COST ESTIMATE

DATE _____________

Estimate #1 __________ __________ __________ __________

Estimate #2 __________ __________ __________ __________

A–Machine Designation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B–Estimated Ownership Period (Years) . . . . . . . . . . . . . . . . . . . . . C–Estimated Usage (Hours/Year) . . . . . . . . . . . . . . . . . . . . . . . . . . D–Ownership Usage (Total Hours)(B × C). . . . . . . . . . . . . . . . . . . OWNING COSTS 1. a. Delivered Price (P), to the Customer (including attachments)

__________ __________ __________

__________ __________

b. LessTire Replacement Cost if desired . . . . . . . . . . . . . . . . . c. Delivered Price LessTires. . . . . . . . . . . . . . . . . . . . . . . . . . . . __________ 2. Less Residual Value at Replacement (S) . . . . . . . . . . . . . . . . . . (___%) __________ (___%) __________ (See subsection 2A on back) 3. a. Net Value to be recovered through work . . . . . . . . . . . . . . . __________ __________ (line 1c less line 2) b. Cost Per Hour: Net Value ____________ (1) __________ (2) __________ . . . . . . . . . . . . __________ __________ Total Hours 4. Interest Costs P(N + 1) + S(N – 1) × Simple Int. % Rate _________________ N = No.Yrs. 2N _____________________________________ = Hours/Year + 1 – 1 + 1 – 1 (1) _____ + _______ × ___ % (2) _____ + _______ × ___ % ________________________ = ________________________ = __________ __________

_____ Hours/Yr.

_____ Hours/Yr.

5. Insurance

P(N + 1) + S(N – 1) × Insurance % Rate _________________ 2N _____________________________________ = Hours/Year

N = No.Yrs.

+ 1 – 1 (1) _____ + _______ × ___ % (2) _____ + _______ × ___ % ________________________ = ________________________ = _____ Hours/Yr. (Optional method when Insurance cost per year is known) Ins. $ __________ PerYr. ÷ __________ Hours/Yr. = – 1 + 1 _____ Hours/Yr.

__________

__________

25-2 Edition 47