United States
Environmental Protection
Agency
Municipal Environmental Research
Laboratory
Cincinnati OH 45268
Research and Development
EPA-600/S2-82-055  Apr. 1983
Project  Summary
Drinking  Water
Cost  Equations

Paul Dorsey and Robert M. Clark
  The Safe Drinking Water Act of
1974 emphasizes the need to consider
costs when promulgating regulations.
Much concern has  been  expressed
over these costs, particularly as they
relate to technological requirements.
To respond to some of these concerns,
the Drinking Water Research Division
of EPA's  Municipal Environmental
Research Laboratory sponsored a re-
search effort to develop cost data (a
base of 99 unit processes) associated
with water supply unit processes.
Before being considered acceptable,
the costs developed by a design con-
sultant were reviewed by a  cost-
estimating specialist.
  With the use of the cost data devel-
oped in the original report, a general
equation was developed to calculate
regression estimates. With the use of
this form of equation, operating and
maintenance and capital costs (nor-
malized at 8% over a 20-yr amortiza-
tion period) were estimated. In addi-
tion, equations based on operating
and maintenance components (num-
ber of kilowatt hours,  labor  hours,
etc.) and  construction cost compon-
ents (housing, instrumentation, etc.)
were developed.
  This Project Summary was devel-
oped by EPA's Municipal Environmen-
tal Research Laboratory, Cincinnati,
OH, to announce key findings of the
research project that is fully docu-
mented in a separate report  cf the
same title (see Project Report ordering
information at back).
Introduction

  The Safe Drinking Water Act of 1974
emphasizes the need to consider costs
when promulgating regulations.  Fre-
quently these regulations become trans-
lated into generalized design requiremnts
for technology rather than into specific
unit process designs. Concern over the
cost  of regulatory requirements has
increased general interest in efficient
unit process design, as have concerns
over  continuing trends in higher costs
for labor, energy, materials, and other
important input factors.
  To respond to some of this concern
over the cost  of water supply, the
Drinking Water Research Division  of
EPA's Municipal  Environmental Re-
search Laboratory sponsored a research
effort to develop cost data associated
with  water supply unit processes. The
purpose  of the project was to develop
operating and capital costs for water
treatment processes that are sufficiently
accurate for preliminary planning and
flexible enough for cost effectiveness
studies. Before being considered accept-
able, the costs developed for 99 unit
processes by a design consultant were
reviewed by a cost-estimating specialist.
  The full  report  presents equations
derived from the original data and shows
how  these equations can be used  to
estimate costs for unit processes. Exam-
ples based on a standard layout for a
water supply treatment plant and stan-
dard values for the input factors to the
cost equations are presented.

-------
Need for Predesign Estimates
  Although seldom, if ever, are any two
plants exactly the same, two plants with
similar water treatment goals  can be
similar and can often  be meaningfully
compared if adjusted to a common base.
  When  considering  concepts or de-
signs, frequent economic appraisals are
necessary to eliminate noncost-effective
alternatives and to concentrate research
and engineering efforts into channels
leading to the most attractive end re-
sults. These economic appraisals must
be made without the  benefit  of  firm
estimates based upon detailed  design.
When  some indication of  the  cost of
constructing  a plant  is required, an
individual closely concerned with the
development or a specialist  with  pre-
vious estimating experience and a refer-
ence file of cost data often  prepares an
estimate. The dependability of the result
and the amount of time spent in devel-
oping the necessary data vary widely.
  These estimates, broadly termed the
"predesign" estimate, are useful  for
guiding research  into examining the
most  desirable of  several process or
design alternatives.   Only when the
choice between alternatives is difficult
are complete designs  and price quota-
tion needed to select  the proper tech-
nology.

Cost Estimation for Research
  Many water treatment processes orig-
inate in the laboratory and are tested
through field-scale pilot plant studies.
When a new process  is considered for
field-scale evaluation, the question of
the cost of this process  in full-scale
application arises.  The data  presented
in this paper can be used to answer this
question. By disclosing the most costly
features of the process, a cost estimate
may suggest some specific areas for
further study.

Preliminary Engineering
  Preliminary engineering to translate
laboratory and  pilot  plant  data  into
equipment design,  piping, layout, build-
ings, etc., can start as soon as a project
appears attractive. The first step should
be a detailed process flow sheet  with
complete material and energy balances.
  Preliminary selection of types and
sizes of equipment can be made from
the flow sheet. In some cases the most
favorable equipment  can be  chosen by
comparing purchase prices of equipment
performing the same function.  In other
cases the direct operating and installed
costs of competitive equipment must be
considered.  Simple formulas can  be
developed to assist in making  these
comparisons. Such formulas and their
applications are given in the full report.
  Before preliminary engineering can
be completed and construction can be
started, all decisions must  have been
made between competitive  processes,
raw materials, plant sites, scale of pro-
duction, etc.  Cost considerations are
extremely important in these choices.
Simple factors will dictate most funda-
mental decisions, but somewhere in the
selection  process  may be a choice
between two courses of action in which
nearly all factors must be considered in
a "full-scale" estimate.
  Cost estimates have their greatest
utility for  these kinds of decisions. In
other words, after all other  factors are
considered, the final  choice of unit
processes should be based on the most
economically attractive alternatives. The
considerations involved are nearly the
same as those for evaluating the desir-
ability of construction.

Approval of Construction
  In the final analysis, the  decision of
whether to build a treatment  facility
involves many factors that  must  be
weighed judgmentally:

  1.  total capital outlay,
  2.  estimated operating costs,
  3.  terminal production costs,
  4.  amount of water to be produced
     per year,
  5.  quality specifications required,
  6.  processes to be used,
  7.  amount of waste generated,
  8.  location of the plant, and
  9.  support facilities required.

  Many times  misunderstandings in
comparative costs can be eliminated by
following the steps outlined above. For
example, two treatment plants, one with
sludge handling facilities and one with-
out, can have quite different costs.
  Understanding which design variables
have the greatest impact on cost is often
important. The equations presented in
this report can therefore frequently be
used to perform sensitivity tests.

Reliability of Estimates
  The factors affecting the reliability of
cost estimates include availability of
basic data, state of development, defi-
nition of scope, the time expended on
analysis, and experience of the analyst.
Figure  1  illustrates  the  effect these
factors can have on capital costs for
projected  and actual facilities.  These
same factors apply to estimating opera-
ting costs  as well. Table 1 summarizes
the characteristics, purpose, and reliabil-
ity of five basic types of cost estimates.

Development of Cost Data
  Data for this study were derived from
a carefully designed research project
study to establish water  supply  unit
process cost curves on a consistent and
understandable basis. The study focused
on (1)  processes for removing from
potable water those  contaminants in-
cluded in the National Interim Primary
Drinking Water Regulations (NIPDWR)
and (2) development of construciton and
operation and maintenance cost curves
for these processes. The final data base
contained  cost curves for 99 unit  pro-
cesses and a computer  program for
retrieving, updating, and combining the
cost  data.  Characteristics of these  data
are described in the following sections.


Derivation of Cost Curves
  The  construction cost for each unit
process considered in  the original re-
search project is presented as a function
of the process design  parameter that
was determined to be the most useful
and  flexible under varying conditions.
Variables such as loading rate, detention
time, or other conditions that can vary
because of designer's preference  or
regulatory agency requirements were
used. For example, for granular activated
carbon (GAC), concrete contactor  con-
struction  cost curves are presented in
terms of cubic feet of contactor volume;
this approach allows various empty bed
contact times to be evaluated. Contactor
operation  and maintenance cost curves
are presented in terms of square feet of
surface area because operation and
maintenance requirements are more
appropriately related to  surface  area
than to contactor volume.  Reactivation
facility  cost  curves  are  presented  in
terms of square feet of hearth area for
the multiple hearth furnace and pounds
per day of reactivation capacity for the
other reactivation technologies consid-
ered. This approach provides greater
flexibility  in the use of the cost curves
than if the costs were  related to water
flow through  the treatment plant.

-------
Q
•g

1
*M

2
£5
c
o
§
ex.
s*.
O
                       • High Estimate -
                        For workable but overly complex process
                        loaded with extras, add-ons, excessive safety features
                                                     5*  *Numbers refer to types of estimates
                                                          defined in Table 1
                                                                              •Cost of later i same location
                                                                               plants built \ same sc°Pe
                                                                                           Capital cost decreases
                                                                                           in accordance with
                                                                                           the "learning curve"
                       • Low Estimate -
                        based on insufficient information
                            (early stage of development)
                 I
                         • Estimated •
                               I
                                                                                  • Actual'
                                            i
                                              \
               n+1
                              n+2
                                           n+3
Figure 1.
                                            n+4
                                     Relative Time, years

Effect of various factors on projected and actual capital costs.
n+5
n+6
                                                                                                    n+7
/7+S
Figures 2 and 3 show typical construc-
tion cost curves and some of the opera-
ting and maintenance cost components
for pressure carbon contactors. A fea-
ture common to many of the curves is a
decrease in slope of the curve at smaller
size ranges; Figure  3  illustrates this
effect.  This feature is significant in
deriving the equations.

Methods Used to Develop Cost
Curves
  The  construction cost  curves  were
developed with the use of equipment
cost data supplied by manufacturers,
cost data from actual plant construction,
unit takeoffs from actual and conceptual
designs, and published data.  An ap-
proach similar to that utilized  by a
general  contractor in  determining a
construction bid was then used to check
these cost curves. Any discrepancies
that existed between the initial estimate
and the second estimate were  then
resolved.
                                        Construction Cost
                                        Components
                                          The costs for eight principal construc-
                                        tion components were developed and
                                        then aggregated to give the construction
                                        cost for each unit  process. The eight
                                        components  are (1) excavation and
                                        sitework, (2) manufactured equipment,
                                        (3) concrete, (4) steel, (5) labor, (6) pipe
                                        and valves, (7) electrical and instrumen-
                                        tation, and (8) housing. These categories
                                        also provide enough detailed informa-
                                        tion to permit  accurate cost updating.
                                          The construction  cost curves are not
                                        the final capital cost for the unit process
                                        because these curves do not include
                                        costs for general contractor overhead
                                        and profit, administration, engineering
                                        and legal fees, fiscal  determinations,
                                        and interest during construction. These
                                        items  are more directly related to the
                                        total cost of a project than to the cost of
                                        the individual unit processes. Therefore,
                                        if more than one unit process is required,
                                        they are more appropriately added after
                                                                   the costs of the individual unit processes
                                                                   are totaled.

                                                                   Operation and Maintenance
                                                                   Cost Components
                                                                     Operation and maintenance require-
                                                                   ments were developed  for building-
                                                                   related energy, process energy, main-
                                                                   tenance material, and labor. The separate
                                                                   determination of building energy allows
                                                                   for regional variations. Energy require-
                                                                   ments are presented in kilowatt-hours
                                                                   per year for electricity, standard cubic
                                                                   feet per year for natural gas, and gal Ions
                                                                   per year for diesel  fuel.  Labor is pre-
                                                                   sented in hours per year, allowing local
                                                                   variations  to be incorporated into the
                                                                   operation and maintenance cost calcu-
                                                                   lations.  Maintenance material cost,
                                                                   given in dollars per year, does not
                                                                   include the cost of chemicals. Chemical
                                                                   costs are added separately as shown in
                                                                   later examples.
                                                                     In the original study, for the majority
                                                                   of the 99 unit processes, three separate

-------
Table 1.    Definition of Five Basic Types of Estimates of Total Plant Cost
Estimate Type (each has
several designations)
1. Order-of -magnitude ratio
Characteristics
Rapid. Very rough.
Purpose
Preliminary indication. Check on
result by more detailed method.
Usual
Reliability
About + 30%
to -60%
2.  Study (commonly a so-called
    factor estimate}
3.  Preliminary budget
    authorization
4.   Definitive project control
5.   Detailed firm contractor's
Flow diagram, material and
energy balance, type and size of
equipment.


In addition to above, surveys and
some engineering of foundations.
transportation facilities, buildings,
structures, lighting, etc.
More detailed engineering, but
usually short of complete specifica-
tions and working drawings.
Requires experienced estimating
organization and substantial outlay.

Complete site surveys, specifica-
tions, working drawings.
              For generalized evaluations.             ± 30%
              Guidance for further investigation.
              Basis for process selection.
              R&D guidance.

              Basis for decision to undertake          ± 20%
              detailed engineering. Sometimes
              basis for budget authorization.
              Can be for generalized evaluation,
              but usually for site specific
              installation.

              Sometimes the basis for budget         ± 10%
              authorization. Provides improved
              estimate of project to be built. For
              site specific installations.
              Made to control cost of project           ± 5%
              being built. For site specific
              installations.
graphs were used to present construc-
tion and operation and maintenance
curves. The first graph presented the
construction cost, the second graph
presented energy (electrical, natural
gas, and diesel fuel) and maintenance
material requirements, and the third
graph presented labor requirements and
total operation and maintenance cost.

Updating Construction Cost
Curves
For many engineering purposes, a
single cost index such as the Engineer-
ing News Record (ENR) Construction
Cost Index (CCI) can be used to update
construction costs. When this approach

«j
2


-------
 100.000 1,000,000
   10,000 100,000
o>
u
I
         J
   1,000   10,000
           1,000
                                                   Bui/ding Energy
                                                   Maintenance
                                                   Material
                                                   Process Energy
            100
1,000               10.000

 Total Contactor Area - ft2
             10
100                 1,000

 Total Contactor Area - m2
Figure 3.    Operation and maintenance requirements for pressure carbon contac-
             tors: building energy, maintenance material, and process energy.
ical specificity of the BLS indices and
the additional effort involved in using
seven additional indices rather than a
single  index. The  approach used to
develop the cost data provides the user
with a  choice of updating procedures:
(1) The individual cost indices can be
applied to the  components, and the
component costs can then be added to
obtain the unit process cost. (2) As an
alternative, the total unit process cost
can be updated in a single step by
applying  the ENR  Construction Cost
       Index to the sum of the eight  cost
       components.


       Updating Operation and
       Maintenance Costs
         Operation and maintenance costs are
       updated somewhat differently than are
       construction  costs. To update energy
       and labor costs, the prevailing unit costs
       for energy and labor are used. Main-
       tenance material costs that do not
       include chemicals are best updated with
the use of the new Producer Price Index
for Finished Goods.

Data Manipulation
  In the original  project, a computer
program was developed to allow costs to
be retrieved, updated, and analyzed. The
computer program and  data file that
contain  the  construction costs and
operation and maintenance require-
ments are presented in the full report.
  A  number  of other factors can  be
varied in addition to the indices used for
updating: (1)  the operating parameter
for the process, (2) sitework and inter-
face piping cost, (3) special subsurface
requirements, (4) standby power require-
ments, (5) general contractor's overhead
and  profit percentage, (6) engineering
costs, (7) land cost, (8) legal, fiscal, and
administrative costs, and (9)  interest
during construction and capital  cost
amortization.
  The  computer  program, written  in
Fortran, was designed to operate on the
PDP-11/70 computer system. Although
a compact and efficiently written pro-
gram, it still requires a relatively large
amount of memory and must be com-
piled on  a specific computer before it
may be used.
  To improve the usefulness of the cost
data, a series of analytic equations were
developed for each of the u nit processes
considered in  the full report where the
equation development is described.

Estimates of Construction and
O&M Cost Components
  Often in  updating or checking  cost
estimates,  it is useful  to know the
quantities of the individual components
that  makeup  these  estimates.  In the
following sections, a  methodology is
presented for  providing these kinds of
estimates.

Construction Cost
Components
  The report presents construction cost
distribution factors based on the follow-
ing components: excavation; manufac-
tured equipment; concrete; steel; labor;.
pipe  and valves; electrical and instru-
mentation; and housing. For example,
the construction cost for Chlorine Feed-
Cylinder Storage is as follows: 0%
excavation, 50% manufactured equip-
ment, 0% concrete, 0% steel, 6% labor,
4% pipes and  valves, 6%  electrical and
instrumentation,  and 34% housing.
These factors are  useful for updating

-------
Table 2.    Indices for Construction Costs
Cost Component
           Type of Index
October 1978
Value of Index
Excavation and sitework
Manufactured equipment

Concrete

Steel

Labor
Pipe and valves

Electrical equipment
 and instrumentation
Housing
ENR Wage Index (SkilledLabor)          247
BLS General Purpose Machinery        221.3
 and Equipment - Code 114
BLS Concrete Ingredients -
 Code 132                            221.1
BLS Steel Mill Products -
 Code 1013                           262.1
ENR Wage Index (Skilled Labor)          247
BLS Valves & Fittings -
 Code 114901                         236.4
BLS Electrical Machinery and
 Equipment - Code 117                 167.5
ENR Building Cost Index                254.76
costs when various factors escalate at
different rates. They can also be used to
compare cost estimates from different
sources.

Operating and Maintenance
Components
  Operating and  maintenance compo-
nents used  in developing these cost
curves are: process electricity in kilowatt
hours per year; maintenance material in
dollars per year; labor in hours per year;
building energy in kilowatt hours  per
year; natural gas  in standard cubic feet
per year; and diesel fuel in gallons per
year. Equations have been developed so
that the amount of each component is
estimated  based  on the magnitude of
the process variable.

Computer Program
  A computer program  was written to
provide the capability for easy cost
calculation,  and  examples have been
developed  in the full report.

Summary and Conclusions
  Cost estimating can serve a number
of purposes. Predesign estimates can be
used to compare the cost of two treat-
ment plants with similar water  treat-
ment goals. These types  of estimates
can be used to choose the most cost
effective treatment alternative. Cost
estimating for research can be used to
assist in  making  choices among new
and developing  technologies and to
suggest specific areas for future re-
search. Reliability of cost estimates is
important  to make  proper judgments
with regard to the type of basic cost
estimate to be considered.
                The full  report presents a series of
              cost equations for conventional water
              treatment unit processes that are accur-
              ate to approximately three significant
              figures. The equations, within their level
              of accuracy, can be usedfor making engi-
              neering cost estimates.
                The EPA authors Paul Dorsey and Robert M. Clark (also the EPA Project Officer,
                  see below) are with the Municipal Environmental Research Laboratory,
                  Cincinnati, OH 45268.
                The complete report, entitled "Drinking Water Cost Equations," (Order No. PB
                  83-181 826: Cost. $16.00, subject to change) will be available only from:
                        National Technical Information Service
                        5285 Port Royal Road
                        Springfield, VA 22161
                        Telephone: 703-487-4650
                The EPA Project Officer can be contacted at:
                        Municipal Environmental Research Laboratory
                        U.S. Environmental Protection Agency
                        Cincinnati, OH 45268
                                                                •&U. S. GOVERNMENT PRINTING OFFICE: 1983/659-095/1933

-------
United States
Environmental Protection
Agency
                               Center for Environmental Research
                               Information
                               Cincinnati OH 45268
                                                                                        Protection
                                                                                        Agency
                                                                                        EPA 335
Official Business
Penalty for Private Use $300

RETURN POSTAGE GUARANTEED
                                                                                        _.  .  _.
                                                                                        Third-Class
                                                                                        Bulk Rate
            LOU  «  TILLEY
            REGION  V  EPA
            LIBRARIAN
            230  S  DEARBORN  ST
            CHICAGO  IL  60604

-------