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HomeMy WebLinkAbout20160722AVU to Staff 48 Attachment B.pdf 2016 Replacement Report Avista Presented by Utilimarc Staff_PR_048 Attachment B Page 1 of 25 2 Table of Contents Summary ......................................................................................................................................................................................... 3 Lifecycle Analysis ............................................................................................................................................................................. 4 Lifecycles by Class ......................................................................................................................................................................................... 4 Units to Replace Annually ............................................................................................................................................................................. 7 Aging Table ................................................................................................................................................................................................. 10 Projections .................................................................................................................................................................................... 13 Unit Average Age ........................................................................................................................................................................................ 14 Units Out of Lifecycle .................................................................................................................................................................................. 15 Annual Unscheduled Work Order ................................................................................................................................................................ 16 Annual Total Cost ........................................................................................................................................................................................ 17 Annual Ownership Cost ............................................................................................................................................................................... 18 Annual Maintenance Cost ........................................................................................................................................................................... 19 Annual Capital Investment .......................................................................................................................................................................... 20 Methodology ................................................................................................................................................................................. 21 List of Assumptions ..................................................................................................................................................................................... 21 Lifecycle Calculations .................................................................................................................................................................................. 22 Regression Analysis ..................................................................................................................................................................................... 24 Definitions .................................................................................................................................................................................................. 25 Staff_PR_048 Attachment B Page 2 of 25 3 Summary • Utilimarc’s Vehicle Replacement Module (VRM) mathematically determines when to replace your assets. The module uses historical analysis to predict future ownership and operating expenses and determines which lifecycle will achieve the lowest total cost over the life of the asset. • The VRM uses Avista’s historic ownership and operational data to develop a replacement strategy that is unique to the behavior and characteristics of the Avista fleet. • The VRM uses Avista historic operating cost, purchasing patterns, usage patterns, and mechanic practices to develop a class- specific set of lifecycles and demonstrates the effect of replacement on a variety of fleet metrics. • Utilimarc recommends replacing 126 units (vehicles and off road equipment) in 2016, with an annual capital cost of $9,478,564. Avista has chosen to replace 130 units in 2016, with an annual capital cost of $9,715,138. Staff_PR_048 Attachment B Page 3 of 25 4 Lifecycle Analysis This section shows the results of Utilimarc’s class-specific lifecycle analysis. Lifecycles are calculated for each class based on Avista historic operating cost, purchasing patterns, usage patterns, and mechanic practices. Lifecycles by Class The table below contains Utilimarc’s recommended lifecycle for each class in terms of age and mileage. Replacing a unit within its recommended lifecycle range will result in operating within 1% of the lowest total annualized cost over the life of the asset. The table also shows the lifecycles chosen by PGE for comparison. Classes marked with (*) could not be modeled with the current data set. A default lifecycle is used in these cases. Custom Lifecycles Recommended Lifecycles Class Code Unit Count Age Mileage Age Mileage Compact Car 3 8 101,380 8 101,380 Compact Pickup* 1 6 - 6 - Light Duty Pickup 156 6 73,216 5 61,013 Medium Duty Pickup 79 7 79,009 6 67,722 Heavy Duty Pickup 23 7 108,558 7 108,558 Midsize SUV 2 12 24,416 27 54,937 Fullsize SUV 1 11 99,033 11 99,033 Van - Mini Cargo 1 8 75,360 8 75,360 Van - Cargo 250 3 14 111,738 16 127,701 Van - Cargo 350 3 9 132,344 9 132,344 Van - Cube / Walk-in etc. 4 12 181,029 12 181,029 Dump Truck 26 16 86,928 16 86,928 Dump - Single Axle 10 13 118,746 10 91,343 Staff_PR_048 Attachment B Page 4 of 25 5 Dump - Tandem Axle 6 15 85,753 15 85,753 Light Duty Service Truck 134 6 78,488 5 65,407 Medium Duty Service Truck 2 13 80,520 13 80,520 Heavy Duty Service Truck 19 15 85,330 17 96,707 Stake Truck 70 10 67,113 11 73,824 Light Duty Bucket 54 9 148,354 10 164,838 Medium Duty Bucket 16 10 125,101 9 112,591 Heavy Duty Bucket 32 18 123,192 20 136,880 Super Heavy Duty Bucket 1 10 74,980 10 74,980 Digger Derrick 44 18 99,254 21 115,796 Tankers 1 15 21,421 15 21,421 Semi Tractor - Single Axle 3 15 420,452 15 420,452 Mobile Crane 16 15 84,144 14 78,534 Medium duty Track* 17 25 - 25 - Self Contained Drill Unit* 3 11 - 11 - Ft End Loader & Backhoe* 53 13 - 13 - Skidsteers* 1 21 - 21 - Dozer* 2 15 - 15 - Trenchers* 28 13 - 13 - Small Trencher* 2 11 - 11 - Rod Mach/Tuggers/Tensioners* 11 15 - 15 - Welder* 43 15 - 46 - Air Compressor* 5 24 - 24 - ATV* 28 18 - 18 - Backyard Mobil Equipment* 3 15 - 15 - Generators* 1 15 - 15 - Mobile Aerial Platform* 3 15 - 24 - Staff_PR_048 Attachment B Page 5 of 25 6 Forklift* 2 20 - 32 - Misc Equipment* 11 41 - 41 - Misc Vehicle* 1 15 148,301 15 148,301 Misc POE* 12 24 - 24 - Trailers* 374 20 - 30 - Staff_PR_048 Attachment B Page 6 of 25 7 Units to Replace Annually Utilimarc recommends replacing a consistent number of vehicles each and every year. This will create an even distribution of older and younger units across your fleet, leading to predictable maintenance costs, staffing needs, and vehicle availability while avoiding large replacement bubbles. The table below shows the average number of units to replace each year while following the recommended and custom lifecycles. This calculation is hypothetical in nature (you can’t purchase half a pick-up truck!), but is useful for establishing your average capital budget. Custom Lifecycles Recommended Lifecycles Class Code Units Replaced Cost Units Replaced Cost Compact Car 0.38 $13,125 0.38 $13,125 Compact Pickup 0.17 $4,167 0.17 $4,167 Light Duty Pickup 26.00 $858,000 31.20 $1,029,600 Medium Duty Pickup 11.29 $463,132 13.17 $540,321 Heavy Duty Pickup 3.29 $167,913 3.29 $167,913 Midsize SUV 0.17 $5,833 0.07 $2,593 Fullsize SUV 0.09 $3,636 0.09 $3,636 Van - Mini Cargo 0.13 $3,875 0.13 $3,875 Van - Cargo 250 0.21 $13,488 0.19 $11,802 Van - Cargo 350 0.33 $21,000 0.33 $21,000 Van - Cube / Walk-in etc. 0.33 $21,667 0.33 $21,667 Dump Truck 1.63 $243,750 1.63 $243,750 Dump - Single Axle 0.77 $103,846 1.00 $135,000 Dump - Tandem Axle 0.40 $77,600 0.40 $77,600 Light Duty Service Truck 22.33 $1,987,667 26.80 $2,385,200 Medium Duty Service Truck 0.15 $15,385 0.15 $15,385 Staff_PR_048 Attachment B Page 7 of 25 8 Heavy Duty Service Truck 1.27 $217,867 1.12 $192,235 Stake Truck 7.00 $644,000 6.36 $585,455 Light Duty Bucket 6.00 $990,000 5.40 $891,000 Medium Duty Bucket 1.60 $293,538 1.78 $326,153 Heavy Duty Bucket 1.78 $519,111 1.60 $467,200 Super Heavy Duty Bucket 0.10 $29,200 0.10 $29,200 Digger Derrick 2.44 $943,556 2.10 $808,762 Tankers 0.07 $7,667 0.07 $7,667 Semi Tractor - Single Axle 0.20 $26,000 0.20 $26,000 Mobile Crane 1.07 $278,208 1.14 $298,080 Medium duty Track 0.68 $146,014 0.68 $146,014 Self Contained Drill Unit 0.27 $8,925 0.27 $8,925 Ft End Loader & Backhoe 4.08 $168,575 4.08 $168,575 Skidsteers 0.05 $3,663 0.05 $3,663 Dozer 0.13 $26,667 0.13 $26,667 Trenchers 2.15 $117,525 2.15 $117,525 Small Trencher 0.18 $5,950 0.18 $5,950 Rod Mach/Tuggers/Tensioners 0.73 $93,133 0.73 $93,133 Welder 2.87 $208,868 0.93 $68,109 Air Compressor 0.21 $3,802 0.21 $3,802 ATV 1.56 $39,038 1.56 $39,038 Backyard Mobil Equipment 0.20 $25,800 0.20 $25,800 Generators 0.07 $667 0.07 $667 Mobile Aerial Platform 0.20 $13,580 0.13 $8,487 Forklift 0.10 $2,358 0.06 $1,474 Misc Equipment 0.27 $17,426 0.27 $17,426 Misc Vehicle 0.07 $12,733 0.07 $12,733 Staff_PR_048 Attachment B Page 8 of 25 9 Misc POE 0.50 $41,025 0.50 $41,025 Trailers 18.70 $256,577 12.47 $171,051 Total 122.19 $9,145,554 123.91 $9,268,448 Staff_PR_048 Attachment B Page 9 of 25 10 Aging Table The table below shows the number of units in your fleet by age and vehicle class. Your replacement ages have been highlighted in red. High concentrations of vehicles have been highlighted in yellow. These "bubbles" can cause sudden increases in parts and labor cost, vehicle downtime, and technician requirements. Conversely, consistent replacement yields predictable parts and labor cost, vehicle downtime, and technician requirements. Staff_PR_048 Attachment B Page 10 of 25 11 Staff_PR_048 Attachment B Page 11 of 25 12 Staff_PR_048 Attachment B Page 12 of 25 13 Projections The following graphs compare the effect of each replacement scenario on metrics including vehicle average age, fleet maintenance cost, capital investment and more. Each graph shows the effect of each replacement scenario over the next five years. The green line represents the replacement scenario based on Utilimarc’s recommended lifecycles (Utilimarc). The blue line represents the replacement scenario based on Avista’s chosen lifecycles. Staff_PR_048 Attachment B Page 13 of 25 14 Unit Average Age This graph shows average unit age of fleet over the next five years. Under the Utilimarc and Avista scenarios, Avista can expect to see a reduction in fleet age as a result of consistent replacement. 2016 2017 2018 2019 2020 Avista 8.18 7.96 7.82 7.79 7.76 Utilimarc 8.41 8.29 8.27 8.28 8.38 - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 Fleet Average Age Staff_PR_048 Attachment B Page 14 of 25 15 Units Out of Lifecycle This graphs shows the number of units outside of the stated lifecycle for each scenario. The target value for this metric is close to zero. This graph demonstrates how quickly Avista will “catch‑up” on replacement based on each scenario. Avista achieves this goal fastest when following Utilimarc’s recommendations. 2016 2017 2018 2019 2020 Avista 251 212 243 211 190 Utilimarc 228 208 146 160 156 - 50 100 150 200 250 300 Units Out of Lifecycle Staff_PR_048 Attachment B Page 15 of 25 16 Annual Unscheduled Work Order This graph shows the number of demand repair or unscheduled work orders required to support fleet under each scenario. Decreases in labor demand often translate into reduced downtime and reduced labor cost. 2016 2017 2018 2019 2020 Avista 6,975 6,947 6,951 6,962 6,995 Utilimarc 6,950 6,890 6,869 6,882 6,926 - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 Annual Demand Repair Work Orders Staff_PR_048 Attachment B Page 16 of 25 17 Annual Total Cost Annual total cost remains relatively similar under both replacement scenarios. The Utilimarc replacement scenario provides annual savings of approximately $200,000 when compared to the Avista scenario. Increases in ownership cost due to investment in replacement are offset by savings in maintenance cost under the Utilimarc scenario. 2016 2017 2018 2019 2020 Avista $11,464,377 $11,557,276 $11,680,040 $11,842,816 $12,036,867 Utilimarc $11,426,177 $11,461,059 $11,523,378 $11,656,931 $11,804,540 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 Annual Ownership & Maintenance Cost Staff_PR_048 Attachment B Page 17 of 25 18 Annual Ownership Cost 2016 2017 2018 2019 2020 Avista $6,699,013 $6,685,013 $6,688,698 $6,707,847 $6,750,873 Utilimarc $6,678,587 $6,644,919 $6,608,574 $6,590,614 $6,590,668 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 Annual Ownership Cost Staff_PR_048 Attachment B Page 18 of 25 19 Annual Maintenance Cost 2016 2017 2018 2019 2020 Avista $4,765,364 $4,872,263 $4,991,343 $5,134,969 $5,285,994 Utilimarc $4,747,590 $4,816,140 $4,914,804 $5,066,316 $5,213,871 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Annual Maintenance Cost Staff_PR_048 Attachment B Page 19 of 25 20 Annual Capital Investment This graph shows the amount spent on replacement each year under each scenario. While more money is spent under the Utilimarc scenario, the difference is more than made up when accounting for savings on maintenance and the optimization of resale values. 2016 2017 2018 2019 2020 Avista $9,715,138 $8,587,440 $9,299,938 $9,110,415 $9,866,304 Utilimarc $9,478,564 $8,726,231 $9,505,018 $9,257,659 $10,083,874 $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Annual Capital Cost Staff_PR_048 Attachment B Page 20 of 25 21 Methodology List of Assumptions The following is a short list of important assumptions made by the model, provided for your reference and information: • Inflation is included on all future costs, set to 2%. • An Interest rate of 3% is applied to capital investments, representing an opportunity cost of money. • Annual mileage is assumed to be consistent among all vehicles of a given class. No adjustments in annual mileage are made based on the vintage of the unit. Staff_PR_048 Attachment B Page 21 of 25 22 Lifecycle Calculations For each vehicle class, Utilimarc’s Vehicle Replacement Module (VRM) determines what replacement age achieves the lowest total annualized cost. This guarantees the lowest total cost over the life of an average vehicle. In the example below, this principle is demonstrated in the calculation of the total annualized cost of an industry vehicle class over the lifetime of the vehicle. Replacement Age Total Annualized Cost Deviation 1 $7,811 34.4% 2 $7,121 22.6% 3 $6,613 13.8% 4 $6,251 7.6% 5 $6,010 3.5% 6 $5,869 1.0% 7 $5,810 0.0% 8 $5,821 0.2% 9 $5,892 1.4% 10 $6,015 3.5% 11 $6,183 6.4% 12 $6,391 10.0% 13 $6,636 14.2% 14 $6,913 19.0% Staff_PR_048 Attachment B Page 22 of 25 23 The table on the previous page shows the annualized cost for the possible lifecycles of a typical light duty pickup truck. Consider the following three replacement scenarios over a 14-year financial period. Scenario 1: A fleet manager plans to replace this vehicle every year. The annualized cost of this replacement strategy is $7,811. Over the 14-year period, this replacement strategy will cost fleet 14 x $7,811 = $109,354. Scenario 2: A fleet manager plans to replace this vehicle every seven years. The annualized cost of this replacement strategy is $5,810. Over the 14-year period, this replacement strategy will cost fleet 14 x $5,810 = $81,340. Scenario 3: A fleet manager plans to replace this vehicle every fourteen years. The annualized cost of this replacement strategy is $6,913. Over the 14-year period, this strategy will cost fleet 14 x $6,913 = $96,768 The table below summarizes the calculations in the previous example. Chosen Replacement Age Financial Period (Years) Annualized Cost Total Ownership Cost For Financial Period Scenario 1 1 14 $7,811 $109,354 Scenario 2 7 14 $5,810 $81,340 Scenario 3 14 14 $6,913 $96,768 This example illustrates that by minimizing total annualized cost achieves the lowest total cost of ownership over the life of the vehicle. Utilimarc recommends replacing units within 1.0% of the true lowest cost of ownership. This generally provides a three-year range for replacement, which allows for flexibility when planning replacement without dramatically effecting overall cost. Staff_PR_048 Attachment B Page 23 of 25 24 R² = 0.93809 $0.00 $0.02 $0.04 $0.06 $0.08 $0.10 $0.12 $0.14 $0.16 $0.18 $0.20 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Co s t P e r M i l e Unit Age Light Duty Pickup Parts and Labor Cost Regression Industry Data Regression Analysis Regression Analysis The VRM predicts future maintenance costs using vehicle class specific linear regressions. A regression model is built for each vehicle class based on historical, maintenance data from the Utilimarc database. The following example was built from historical industry data. It shows the total parts and labor regression for light duty pickup trucks. Note the R-squared value of .93. This means that 93% of the change in the vehicles cost per mile is a result of its increased age. For most vehicles in your fleet, the oldest units will cost you the most on a per mile basis. Utilimarc’s replacement model prioritizes these units for replacement, followed by the units with the highest lifetime mileage. Staff_PR_048 Attachment B Page 24 of 25 25 Definitions Lifecycle is the age at which a unit is prepared for replacement. This is typically stated as an age or limit on lifetime mileage. This analysis relies primarily on age when determining whether or not to replace a unit. Labor Hour Demand is the amount of labor hours needed to support a unit over a period of time. This includes labor hours handled internally or by an outside vendor. Ownership Cost is the cost associated with owning a unit over time. This analysis interprets ownership cost as the difference between the sale value of a unit in the current year and the sale value of the same unit in the previous year. Maintenance Cost is the cost to actively use a unit over time. This includes the cost of parts and repairs handled internally or by an outside vendor. For this analysis, fuel is not included as a maintenance cost. Total Cost is the sum of Maintenance and Ownership cost. Capitol Investment is the amount spent on purchasing a new unit. This includes all costs to put the unit into service. Residual Value is the amount received for the sale of a unit, expressed as a percent of the original purchase price. Staff_PR_048 Attachment B Page 25 of 25