10-12 - 02-16 - approval of fleet operation, maintenance and replacement policy
Resolution 10-12
February 16, 2010
Member Shaffer introduced the following resolution and moved its adoption:
RESOLUTION AUTHORIZING APPROVAL OF THE FLEET OPERATION,
MAINTENANCE, AND REPLACEMENT POLICY AND THE
EQUIPMENTNEHICLE REPLACEMENT GUIDELINES
WHEREAS, the City of Golden Valley finds it is in the best interest of the City to
provide effective and efficient fleet and equipment services for operating
departments/division so they may best serve the residents and businesses of Golden
Valley; and
WHEREAS, the policy will ensure the availability of funds for the operation,
maintenance, acquisition, and replacement of fleet and equipment; and
WHEREAS, the policy establishes a sound business approach associated with the
cost benefits of equipment and its capabilities, funding purchases, methodology, and
making decisions on acquisition and replacement considering the level of usage and
demonstrated needs; and
NOW, THEREFORE, BE IT RESOLVED that the City Council adopts the Fleet
Operation, Maintenance, and Replacement Policy and the EquipmenWehicle
Replacement Guidelines dated February 2010.
Jf~fl)K-.!Jf~
Linda R. Loomis, Mayor
ATTEST:
~V11U~
(Susan M. Virnig, City Clerk
The motion for the adoption of the foregoing resolution was seconded by Member Scanlon
and upon a vote being taken thereon, the following voted in favor thereof: Freiberg,
Loomis, Pentel, Scanlon and Shaffer; and the following voted against the same: none,
whereupon said resolution was declared duly passed and adopted, signed by the Mayor
and her signature attested by the City Clerk.
Resolution 10-12 - Continued
February 16, 2010
Fleet Operation, Maintenance, and
Replacement Policy
Message from the Manager
Motor vehicles and equipment are vital to day-to-day operations and service delivery
activities of the City of Golden Valley. The Public Works Department Vehicle Maintenance
Division is responsible for the stewardship of the City's fleet and equipment assets and for
meeting the fleet and equipment service requirements of City departments. The division
also develops fleet and equipment utilization and replacement policies and schedules. The
Vehicle Maintenance Division is an internal service division of the Public Works
Department of which the costs are allocated to the other City departments for services
provided.
The main goal of the Public Works Department Vehicle Maintenance Division is to provide
vehicles that are dependable, flexible, efficient, and responsive so that City departments
and divisions can operate in a cost-effective manner, minimizing the City's vehicle
equipment budget. The division is also committed to maintaining the City's fleet and
equipment so that the equipment is readily available for performing City operations and
keeping downtime to a minimum. The Public Works staff works with all departments to
embrace a philosophy which emphasizes the value of the importance of vehicle and
equipment availability, safety, reliability, and efficiency as well as preserving the City of
Golden Valley's major capital investment in fleet and equipment.
The City has established a capital replacement schedule to replace aging vehicle and
equipment. The vehicle and equipment replacement schedule, in conjunction with the
5-year Capital Improvement Program (CIP) and operating budgets, is used to plan any
major capital investment (the CIP reflects only those investments that exceed $10,000).
New equipment or other items, which are not part of a replacement schedule, are funded
annually out of the originating or requesting department's operating budget.
Tom Burt
City Manager
February 2010
Resolution 10-12 - Continued
February 16, 2010
Purpose
The purpose of this policy is to assign responsibility to the City of Golden Valley's Public
Works Department Vehicle Maintenance Division for the operation, maintenance,
acquisition, and replacement of vehicles and equipment owned and operated by the City,
with the exception of vehicles and equipment used by Brookview Golf Course, which are
acquired, operated, maintained, and replaced by Golf Maintenance.
Policy
This policy is intended to ensure the availability of funds for the operation, maintenance,
acquisition, and replacement of fleet and equipment. Adherence to this policy will provide
effective and efficient fleet and equipment services for operating departments/divisions to
provide the best services for the residents and businesses of Golden Valley. This policy
establishes a sound business approach associated with the evaluation of vehicle and
equipment cost and capabilities, purchasing and funding methodology, and making
decisions on acquisition and replacement considering the level of usage and demonstrated
needs. Departments are asked to review vehicle and equipment needs with a goal of
increasing fuel efficiency, consideration of alternative and/or flexible fuels, reducing the
number of vehicles, conversion of the diesel vehicle and equipment to bio-diesel, and
promoting the anti-idling policy.
1. Vehicle and Equipment Replacement
A vehicle and equipment replacement schedule is maintained by the Public Works
Department Vehicle Maintenance Division and Finance Department. Replacement of
vehicle and equipment will generally follow the attached Equipment and Vehicle
Replacement Guidelines and are summarized as follows and listed as Attachment A:
a. Description
b. Unit number
c. Classification
d. Year purchased
e. Purchase price
f. Expected service life
g. Projected replacement cost
h. Annual fuel, maintenance, and overhead costs by vehicle classification
2. Vehicle and Equipment Maintenance
Vehicle and equipment preventative maintenance schedules are maintained by the
Public Works Department Vehicle Maintenance Division with the goal of keeping
vehicles and equipment available 95% of the demand time.
Resolution 10-12 - Continued
February 16, 2010
a. Generally, maintenance standards and procedures are as recommended by the
vehicle/equipment manufacturer or other recognized authority, or utilizing the Public
Works Department Vehicle Maintenance Division Preventative Maintenance
Schedules.
I. Daily maintenance inspections are performed by operators and maintenance
personnel using the Pre-operation Inspection Form.
II. Scheduled maintenance is performed by the maintenance mechanics
considering the above-referenced Preventative Maintenance Schedules.
Ill. Demand maintenance is generated by user activities and may require outside
services. The Service Request Form is used to request demand
maintenance.
IV. All maintenance done by the operator shall be coordinated with the Vehicle
Maintenance Division.
b. The Public Works Department Vehicle Maintenance Division may remove
equipment or vehicles from service based on the Commercial Vehicle Safety
Alliance (CVSA) Out-of -Service Criteria (OSC) or other recognized criteria.
3. Vehicle and Equipment Operation
The use of City vehicles or equipment is approved only for matters related to City job
responsibilities or for City business. Operation of City vehicles and equipment shall be
in accordance with the Employee Handbook, Section 5.0, Subd. 5.25, Vehicle Use,
January 1, 2006. Care and cleaning of vehicle and equipment is the responsibility of the
user.
The Public Works Department Vehicle Maintenance Division will manage and maintain
the central fuel system. This includes fuel system access assignments and records
management.
a. Dedicated department vehicles shall be assigned to departments whose job duties
require the immediate availability of a vehicle.
I. Dedicated vehicle use shall be subject to the same limitations and conditions
as identified in the Vehicle Use Policy.
b. Shared vehicles should be considered for employees with similar job duties and
should be considered in lieu of a dedicated vehicle.
Resolution 10-12 - Continued
February 16, 2010
Funding
Vehicle and equipment replacement will be funded through the CIP. The Public Works
Department Vehicle Maintenance Division will maintain a current and complete inventory of
all vehicles and equipment in coordination with all users and the Finance Department.
These inventories will establish all divisions/department vehicle and equipment
replacement schedule. All vehicles and equipment maintained by the Vehicle Maintenance
Division will be reviewed on an annual basis for replacement. If a department/division has
requested replacement or an addition to the fleet, Vehicle Maintenance will make a
recommendation on the purchase for the CIP to the City Manager. The CIP will be
presented to the City Council for consideration and approval during the budget process.
1. Funding New and Replacement Vehicles and Equipment
Fleet and equipment projected for replacement, or additional vehicles and equipment,
will be funded through the CIP process. Upon acquisition, all fleet and equipment
purchased shall be included in the vehicle and equipment inventory database.
Requests for fleet and equipment replacement will be addressed through the normal
budget process.
a. Fleet and equipment with a value in excess of $10,000 purchased for the first time
must be included in the CIP.
b. Fleet and equipment with a value less than $10,000 purchased for the first time
does not have to be included in the CIP, but must be included in the operating
budget.
2. Funding of Operational Expenses
a. Fuel Allocation
Fuel is allocated based on usage by each piece of equipment or vehicle and billed
monthly to the responsible department. Pricing for fuel is based on average total
cost of inventory and an overhead charge, as set by the Finance Department.
3. Reassigned Equipment
a. Reassigned equipment may be used in lieu of new vehicles/equipment with written
approval by the City Manager. Reassignment duration will be as determined
annually by the Public Works Department Vehicle Maintenance Division.
Reassignments moved within or across departments/divisions will be charged for
conversion costs to the receiving department/division by internal service charges.
Reassignments with no conversion costs will not be charged. The Finance
Department will be notified of all reassignments for fixed assets and insurance
reports.
Resolution 10-12 - Continued
February 16, 2010
4. Equivalent Replacement/Upgrades
a. The CIP fund is structured to replace each vehicle or piece of equipment with an
equivalent unit, unless specified/justified, during the budget process.
b. Cost increases due to upgrades, changes in type of fleet or equipment, addition of
options, or other upgrades associated with vehicles scheduled for replacement, shall
be highlighted and clearly summarized as an element of the CIP by the department
requesting the upgrade or addition in options.
Responsibilities
1. Department Directors shall be responsible for:
a. Ensuring that all vehicles and equipment for replacement requests are of the
appropriate type and have only those items/options that are operationally required.
b. Submitting requests for replacement with cost estimates to the Finance Department
and the Public Works Maintenance Manager prior to the CIP and budget process.
2. The Public Works Department Vehicle Maintenance Division shall be responsible
for:
a. Submitting a 5-year Capital Improvement Program to the Finance Department and
City Manager during the budget process.
b. Reviewing replacement schedule annually with departments during the budget
process to ensure all vehicles and equipment are replaced as appropriate.
c. Establishing the Vehicle and Equipment Replacement Schedule.
d. Tracking fuel, labor and repair parts annually, and provide this information to
Finance and responsible departments.
e. Identifying the actual historical cost and variations in cost performance based on
lifetime-accumulated age and usage of the various vehicle and equipment types
( classifications).
3. The Finance Department shall be responsible for:
a. Completing an analysis and reconciliation of the vehicle replacement CIP on an
annual basis.
Resolution 10-12 - Continued
February 16, 2010
Purchasing and Disposal
1. Purchasing Procedures
a. New vehicles and equipment will be purchased by the Public Works Maintenance
Manager, as assigned by the Director of Public Works and in accordance with
Minnesota Statute 471.345. Acquisitions require the cooperation and assistance of
many departments.
b. When possible, purchases will be made from the State of Minnesota, Hennepin
County, or other Joint Purchasing Agreement contracts, as permitted by State
Statute. These purchases will also follow the City's purchasing policy.
c. Details for budgeting will be provided by the Finance Director when providing the
overall budget guidelines.
2. Equipment Disposal
a. Disposal of equipment shall be in accordance with the City's business standard of
disposing all vehicles and equipment by auction, trade-in, or other approved
methods.
b. When vehicles and equipment are replaced, there may be reassignment of vehicles
or equipment, but there will be no fleet or equipment hold over on the fleet after a
replacement is purchased. Adding fleet or equipment to the inventory without City
Manager authorization is not permitted.
c. In order to address the seasonal or short-term needs, fleet or equipment may be
retained temporarily for a period not to exceed nine months from the date the
replacement fleet or equipment is placed into service.
Request for Vehicles, Equipment, and Service
1. Requesting Vehicles or Equipment
a. New vehicles or equipment in excess of $10,000 must be made and approved
through the CIP budget process, and have a life of more than three (3) years. The
request shall be discussed with the Public Works Maintenance Manager and
Vehicle Maintenance Division to avoid duplication of equipment and to discuss the
appropriate type and size of vehicle or equipment requested.
b. Request for new vehicle or equipment less than $10,000 must be made and
approved through the normal budget process.
Resolution 10-12 - Continued
February 16, 2010
2. Repair and Maintenance of Vehicle or Equipment Requests
a. All repair and maintenance of vehicles and equipment will be made by completing
the Vehicle Maintenance Repair Slip, as provided by the Vehicle Maintenance
Division.
Acquisition Request(s)
The 5-year CIP will be reviewed and evaluated annually as part of the budget process. In
any given year, vehicle or equipment originally planned for replacement may be adjusted
as necessary to account for current needs.
Resolution 10-12 - Continued
February 16, 2010
alley
ATTACHMENT A
VEHICLE AND EQUIPMENT REPLACEMENT GUIDELINES
Public Works Department Vehicle Maintenance Division Management Methodology
To manage the City's fleet in a manner that theoretically all of the City's motorized
equipment and vehicles are maintained and disposed of by the Public Works Department
Vehicle Maintenance Division. The Vehicle Maintenance Division has full responsibility for
vehicle and equipment maintenance and the equipment users are charged an hourly repair
rate for all service and repairs.
1. Expected Life
When new vehicles or equipment are purchased, it is given an expected life (years in
service) based on a variety of factors. Below are the estimated life expectancies for
some of the significant pieces of equipment:
a. Engine Pumpers
b. Tandem Dump Trucks
c. Single Axle Dump Trucks
d. Wheel Loaders
e. Backhoe/Excavators
f. Jet Truck
g. One-Ton Trucks
h. % and % Ton Pickups
i. Skid Steers
J. Street Sweeper
k. Tractors
I. Vactor Truck
m. Mowers
n. Sport Utility Vehicle
o. Passenger CarsNans
p. Squad Cars
q. Trailers
r. Sidewalk Machines
20+ years (refurbish half way through life cycle)
12 years
12-14 years-some longer
15-18 years
10-12 years
10 years
9-10 years
10 years-some longer
8-10 years
8 years
Varies (15 years average)
10 years
Varies (6-10 years)
10 years
10 years
100,000 miles/4 years
15 years
10-12 years
Resolution 10-12 - Continued
February 16, 2010
2. Replacement Factors
When a particular piece of vehicle or equipment achieves its expected life and reaches
its anticipated replacement year, it is analyzed to determine if it should be replaced
based on the following factors:
a. Critical nature of the equipment or vehicle and the availability of a backup or
alternative equipment or vehicle. For example, the Sewer Jet is a critical piece of
equipment for which there is no backup except to contract for those services. It is
important to have this equipment operational with minimal downtime.
b. Use of the equipment or vehicle (hours and/or miles). The duration and intensity of
use are also important factors. For example, squad cars typically achieve their
expected life of 100,000 miles and are retired in approximately 4 years while other
vehicles (cars and light trucks) may never achieve 100,000 miles and can last for
many years.
c. Appropriateness of the equipment or vehicle for the assigned tasks. Public Works
and the user examines whether the equipment or vehicle is still capable of doing its
intended work, whether it is the right equipment, and determine if the work changed
causing the equipment or vehicle to be obsolete.
d. Repair history, costs, and downtime. Mechanics provide critical input and
assessments of the overall condition of the equipment. Near the end of the expected
life of the equipment or vehicle, repair costs can exceed the value of the equipment
or vehicle and replacement is appropriate.
e. Suitability of the equipment or vehicle for other tasks. Other departments provide
input regarding the ability to reassign equipment and vehicles to other less frequent
or intense duties. For example, Public Works have re-assigned used marked squad
cars and light pickup trucks to other departments.
3. Life Cycle Costing
This accounting method is used as much as possible in managing the City's fleet
management. Life cycle costing includes the purchase cost of the equipment or vehicle,
lifetime maintenance and operation costs, and the residual value at the time of
disposal. This is the true cost of equipment or vehicle ownership. The goal is to replace
the equipment during its economic life. This is the period when the maintenance costs
are the lowest.
4. Fire Department Vehicle Replacement Practice
Fire apparatus is historically refurbished half way through its life cycle (approximately
10-12 years) and replaced after 20 to 24 years of service, or a couple of years longer
depending on condition. This general rule applies to "major" apparatus, engine, and
ladder trucks. The replacement of a particular piece of apparatus is based upon several
factors including the general mechanical and structural condition, required vehicle and
safety upgrades, technological changes, current and anticipated use, anticipation of
future mission changes, and the current mechanical history (including mileage).
Resolution 10-12 - Continued
February 16, 2010
The apparatus replacement schedule is revised to reflect a philosophy of validating the
replacement of a vehicle, as opposed to replacement based solely upon the age of the
vehicle. To this end, vehicles have been moved back in the replacement schedule and
not replaced at the time mark historically associated with replacement schedules.
Refurbishing pumpers and ladders to extend the "life" of fire apparatus is a common
practice. Refurbishing pumper and ladder fire vehicles extends vehicle life.