Owning & Operating Costs - Estimating Form

Date
mm/dd/yyyy

HOURLY OWNING AND OPERATING COST ESTIMATE

Reference Section 25 of the Caterpillar Performance Handbook, Pg.
25-2, for calculation details and formulas, and Pg 25-49 for a
calculation example.
Note: Yellow fields in the left columns require manual input.
Orange fields in the right columns are auto-filled.

Estimate #1

A - Machine Designation
B - Estimated Ownership Period (Years)
C - Estimated Usage (Hours/Year)
D - Ownership Usage (Total Hours)

(model)

(model)

0
0

0
0
0

OWNING COSTS
1. a. Delivered Price to the customer (including attachments)
b. Less Tire Replacement Cost if desired
c. Delivered Price Less Tires

$
$

2. Less Residual Value at Replacement

Gross Selling Price
Percentage of original delivered price

Less: a. Commission
b. Make-ready costs
c. Inflation during ownership
Net Residual Value
Percentage of original delivered price

$
$
$

$
$
$

$
$

C
D

0.00%

0.000%

0.000%

0.000%
$

0.000%
-

$
$

0.000%
-

0.000%
$

7. TOTAL HOURLY OWNING COST

OPERATING COSTS
8. Fuel
Unit Price
Consumption
Fuel Cost per hour

$
$

0.00%

4. Interest Costs
Interest Rate
Interest Cost per hour

6. Property Tax (enter EITHER tax rate OR cost per year)

Property Tax Rate
Property Tax Cost per year
Property Tax Cost per hour

3. a. Net Value to be recovered through work

b. Cost Per Hour:

5. Insurance (enter EITHER insurance rate OR cost per year)

Insurance Rate
Insurance Cost per year
Insurance Cost per hour

Estimate #2

$
$

0.00

0.00

9. Planned Maintenance - Lube Oils, Filters, Grease, Labor, etc.

Link to access TM&R website data:
https://dealer.cat.com/cda/layout?m=19926&x=7

Planned Maintenance Cost per hour

10. a. Tires
Replacement Cost
Life in hours
Tire Cost per hour

b. Undercarriage
Impact
Abrasiveness
Z Factor
Basic Factor
Undercarriage Cost per hour

0.0
0.0
0.0
0.0

0.0
0.0
0.0
0.0
$

11. Repair Cost

Link to access TM&R website data:
https://dealer.cat.com/cda/layout?m=19926&x=7

Repair Cost per hour

12. Special Wear Items (Cutting edges, GET, bucket teeth, etc.)
Item 1
Cost
Life (hours)
Cost per hour
Item 2
Cost
Life (hours)
Cost per hour
Item 3
Cost
Life (hours)
Cost per hour
Item 4
Cost
Life (hours)
Cost per hour
Item 5
Cost
Life (hours)
Cost per hour
Item 6
Cost
Life (hours)
Cost per hour
Special Wear Items Cost per hour

(name)
$

(name)
$

13. TOTAL OPERATING COST

14. MACHINE OWNING PLUS OPERATING COST

16. TOTAL OWNING & OPERATING COST PER HOUR

(name)
$

(name)
$

(name)
$

(name)
$

$
$

15. OPERATOR HOURLY WAGE (include fringes)

(name)
$

(name)
$

(name)
$

(name)
$

(name)
$

(name)
$

Estimate #2

0.00%

0.00%

$
$

$
$

Owning & Operating Costs - Estimating Form

Date
11/5/2013

HOURLY OWNING AND OPERATING COST ESTIMATE

Reference Section 25 of the Caterpillar Performance Handbook, Pg.
25-2, for calculation details and formulas, and Pg 25-49 for a
calculation example.
Note: Yellow fields in the left columns require manual input.
Orange fields in the right columns are auto-filled.

Estimate #1

A - Machine Designation
B - Estimated Ownership Period (Years)
C - Estimated Usage (Hours/Year)
D - Ownership Usage (Total Hours)

TTT

WHL

7
1,200

5
1,500
8,400

OWNING COSTS
1. a. Delivered Price to the customer (including attachments)
b. Less Tire Replacement Cost if desired
c. Delivered Price Less Tires

$ 135,000.00
$
-

2. Less Residual Value at Replacement

Gross Selling Price
Percentage of original delivered price

$ 47,250.00

Less: a. Commission
b. Make-ready costs
c. Inflation during ownership
Net Residual Value
Percentage of original delivered price

$
$
$

$ 31,680.00

$
$
$
$ 47,250.00
35.00%

$ 87,750.00
$
10.45

C
D

16.000%
12.99

1.000%
$

1.000%
-

$
$

0.81

1.000%
$

16.000%

1.000%
-

7. TOTAL HOURLY OWNING COST

OPERATING COSTS
8. Fuel
Unit Price
Consumption
Fuel Cost per hour

35.00%

4. Interest Costs
Interest Rate
Interest Cost per hour

6. Property Tax (enter EITHER tax rate OR cost per year)

Property Tax Rate
Property Tax Cost per year
Property Tax Cost per hour

$ 70,000.00
$ 4,000.00
$ 135,000.00

3. a. Net Value to be recovered through work

b. Cost Per Hour:

5. Insurance (enter EITHER insurance rate OR cost per year)

Insurance Rate
Insurance Cost per year
Insurance Cost per hour

Estimate #2

$
$

0.81

25.06

1.25
4.50

$
$

5.63

1.25
2.00

9. Planned Maintenance - Lube Oils, Filters, Grease, Labor, etc.

Link to access TM&R website data:
https://dealer.cat.com/cda/layout?m=19926&x=7

Planned Maintenance Cost per hour

10. a. Tires
Replacement Cost
Life in hours
Tire Cost per hour

2.30

2.30

2.10

4,000.00
3,500

0
$

b. Undercarriage
Impact
Abrasiveness
Z Factor
Basic Factor
Undercarriage Cost per hour

0.2
0.2
0.3
6.6

0.0
0.0
0.0
0.0
$

4.62

6.12

11. Repair Cost

Link to access TM&R website data:
https://dealer.cat.com/cda/layout?m=19926&x=7

Repair Cost per hour

12. Special Wear Items (Cutting edges, GET, bucket teeth, etc.)
Item 1
Cost
Life (hours)
Cost per hour
Item 2
Cost
Life (hours)
Cost per hour
Item 3
Cost
Life (hours)
Cost per hour
Item 4
Cost
Life (hours)
Cost per hour
Item 5
Cost
Life (hours)
Cost per hour
Item 6
Cost
Life (hours)
Cost per hour
Special Wear Items Cost per hour

6.12

end bit
$
105.00
150
$

0.70

1.32

13. TOTAL OPERATING COST

19.98

14. MACHINE OWNING PLUS OPERATING COST

45.04

25.00

70.04

16. TOTAL OWNING & OPERATING COST PER HOUR

25.00

(name)
$

(name)
$

(name)
$

$
$

15. OPERATOR HOURLY WAGE (include fringes)

(name)
$

(name)
$

0.25

(name)
$
0.37

ripper tooth
$
125.00
500

(name)
$

3.39

cutting edge
$
120.00
200

cutting edge
$
165.00
450

(name)
$

25.00

Estimate #2

7,500

$ 66,000.00

48.00%

$ 31,680.00
48.00%
$ 34,320.00
$
4.58

5.58

0.35

0.35

10.85

2.50

2.10

1.14

3.39

0.60

$
$

0.60

9.73

20.58

25.00

45.58