Takeoff & Estimating — Concrete, Sitework & Utilities

Surcharge (Soil Load)

An added load on soil that increases pressure on walls or trenches.

Quick Answer

A surcharge is an extra load placed on or near soil, such as a stockpile, a building, a crane or traffic, that adds pressure beyond the soil's own weight. It affects shoring, retaining walls and trench walls. Do not confuse it with a surcharge fee, which is an added cost. Preload surcharge fill is measured in cubic yards.

The Full Picture

In geotechnical work, a surcharge is any load applied at or above the ground surface that adds to the lateral and vertical pressure on soil, walls and buried items. Typical surcharges are soil stockpiles, adjacent foundations, crane outriggers, traffic and stored materials. The cost sense of the word, a fee added to a price such as a fuel or material surcharge, is different and not covered here.

Surcharge matters because the pressure it adds is considered in design of shoring, retaining walls, and trench protection. OSHA's excavation definitions list application of surcharge loads as a sloping factor, and excavated material must be kept at least 2 feet from the excavation edge. The geotechnical report and the shoring engineer decide the design loads, not the estimator.

A second meaning is surcharge or preload fill: soil deliberately piled over a site to speed up settlement of compressible ground, then removed. This is a real earthwork quantity. It is measured in CY, and because it is placed and later removed, the move is priced twice, along with grading, any settlement monitoring in the specifications, and the place where the removed soil goes.

Where to look in the documents: the geotechnical report, the shoring and temporary works drawings, the retaining wall design notes, and Division 31 earthwork specifications. Pricing pitfalls include ignoring a stated construction-load limit near an excavation, so the estimate omits trench boxes, shoring or setback logistics, and pricing preload fill as a one-way haul. Where loads cannot be moved, shoring may need to be heavier, which affects the shoring subcontractor's price rather than a takeoff quantity.

Real Examples

→Worked preload takeoff: A surcharge fill is 2 ft high over a 100 ft x 200 ft area. Volume is 100 x 200 x 2 = 40,000 CF, or 1,481 CY. It is placed and later removed, so the earthwork moves are about 2,963 CY. Hauling, compaction needs and monitoring are priced separately.
→Shoring next to a road: A utility trench runs beside a street with truck traffic. The shoring engineer includes traffic surcharge in the design, so the estimator prices the heavier shoring system or trench shield noted in the plans or the sub's quote.
→Stockpile placement: Excavated soil is stacked beside an open excavation. The foreman moves it back from the edge to meet the safety setback, adding rehandling that the estimator should have carried.

Common Misconceptions

People assume: Surcharge only means an extra fee.

Actually: That is one meaning in pricing, but in soil mechanics and earthwork it is an added load or temporary preload fill that affects design and quantities.

People assume: Surcharge is only a design issue and has no estimating impact.

Actually: It can change shoring type, setback logistics and the volume of preload fill, all of which flow into the estimate.

Frequently Asked Questions

What is a surcharge load in construction?

An extra load on or near the soil, such as a stockpile, equipment, traffic or a nearby structure, that increases pressure on walls, shoring or trench sides.

What is surcharge fill?

Temporary fill placed above final grade to consolidate soft soil faster, then removed. It is measured in CY and priced for placement, any monitoring and removal.

How is surcharge handled in a takeoff?

Preload fill is measured in CY from the plan area and height, counted for placement and removal. Load-driven shoring is typically priced by the shoring subcontractor.

What does OSHA say about surcharge?

OSHA's definition of sloping notes that surcharge loads affect the incline needed, and it separately requires spoil to be kept back from the edge of an excavation.

Is a surcharge fee the same thing?

No. A fee surcharge is an added charge on price, such as a fuel or material surcharge. A soil surcharge is a physical load on the ground.

Related Terms

More Takeoff & Estimating — Concrete, Sitework & Utilities Terms

Sources

  1. Cornell LII — 29 CFR 1926.650, Scope, application and definitions (Subpart P)
  2. Cornell LII — 29 CFR 1926.651, Specific excavation requirements
  3. OSHA — Trenching and Excavation

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