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HomeMy WebLinkAboutMinutes - May 22, 2001 SSCITY OF LODI INFORMAL INFORMATIONAL MEETING "SHIRTSLEEVE" SESSION CARNEGIE FORUM, 305 WEST PINE STREET TUESDAY, MAY 22, 2001 An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held Tuesday, May 22, 2001 commencing at 7:07 a.m. A. ROLL CALL Present: Council Members — Hitchcock, Pennino and Mayor Nakanishi Absent: Council Members — Howard and Land Also Present: City Manager Flynn, City Attorney Hays, and City Clerk Blackston B. CITY COUNCIL CALENDAR UPDATE City Clerk Blackston reviewed the weekly calendar (filed). C. TOPIC(S) C-1 'Review of Capital Improvement Budget Requests" Deputy City Manager Keeter explained that the Financial Plan and Budget Capital Requests (filed) include projects that are anticipated to be done over the course of the next few years. Capital projects go through various stages, including designating the projects, study, acquisition, design, construction, and debt service. The Veterans Mall and Public Safety Building and Complex will be added to this list even though they are currently under design. Ms. Keeter reported on the following capital improvement budget requests: Police Department Request: $60,000 each year for three years for the purpose of replacing 30 computers each year. Recommendation: Form an Information Systems Computer Replacement Committee to filter all computer requests to determine whether they meet current standards and are warranted by the work being done by the user. The committee will initially be funded with $75,000 to purchase computers. Mayor Pro Tempore Pennino suggested that the committee also review copier requests. • Request: Replacement of Animal Shelter facility. Recommendation: Enter into the design phase in year one and construction in year two; site will likely be the property where Electric Utility will be building its new facility east of Highway 99. • Request: $40,000 to purchase animal services truck and equipment. The Animal Shelter staff currently consists of 3.5 employees who share two vehicles. Staff will be looking at purchasing a compressed natural gas vehicle and pursuing grants to fund 25%. Recommendation: Approval. Fire Department • Request: $70,000 for purchase of tools and equipment for new truck/quint. Grant proposals have been submitted for funding. 1 Continued May 22, 2001 • Request: $34,000 in year two for purchase of rescue trailer and equipment. Recommendation: Approve as requested in year two; and recommend that staff pursue grant funding. • Request: $49,000 to purchase 1.5 ton truck for towing joint Police/Fire Department Mobile Incident Command Trailer. Mayor Pro Tempore Pennino suggested using the 1.5 ton truck that Public Works has, rather than purchasing another vehicle for such a limited purpose, or explore the alternative of a used vehicle. Fire Chief Pretz stated that the truck would also be used by detectives, fire, and police investigations and to pull the heavy rescue and horse trailers. Public Utilities • Request: Water/Wastewater purchase of pipe inspector and rehabilitation software system. Recommendation: Approve in year two through the Wastewater Fund. • Request: Wastewater — $350,000 White Slough Water Pollution Control Facility Upgrade, pre -design services for future expansion of the treatment plant. This is in response to the recently issued discharge permit from the Regional Water Board. The pre -design would identify needed improvements to the facility, recommend repairs and upgrades to the treatment plant, and include documentation necessary for obtaining possible funding and financing through the state revolving loan program. Recommendation: Approval. Request: Wastewater Treatment major replacements and repairs of facility components and equipment. This was originally scheduled for 2003-04, but the department is requesting that it be accelerated to complete the task in a more timely fashion. Ms. Keeler noted that on page 9, the last sentence under Existing Situation states in part, "excerpts from the study are attached, which better define the work recommended." The attachment was not included in the report, but will be provided to the Council. Electric Utility • Request: $20,000 in year two for upgrade of exchange server and software. Recommendation: Approve as requested in year two; funded with Electric Utility funds. • Request: New Electric Utility Service Center to include building, training facilities, a corp yard, and warehouse; $2 million in year one and $5 million in year two. Ms. Keeter pointed out that page 12 incorrectly states $2 million and $3 million. This project is currently in the design phase. Mayor Pro Tempore Pennino requested a one-page summary detailing the various costs of the $7 million project. • Request: Personal computer replacements. Recommendation: Approve in year one and two; pending review by IS Computer Replacement Committee. 2 Continued May 22, 2001 • Request: Engineering, analysis, and design software. The request is for $50,000 in year one and $50,000 in year two to augment the $80,000 approved for this project in 1999-00. The total of $180,000 would be used to hire a consultant to develop a database, acquire the software for the design services, and implement the programming of the software. Recommendation: Approve in year one and two. • Request: Electric line extensions to serve new customer loads for distribution system improvements. Recommendation: Approve as requested on pages 17 and 18. • Request: Substation construction over a two year period for four substations: Killelea, McLane, Henning, and the new west side substation. $1.9 million in year one and just under $500,000 for year two. The total cost for the Killelea project is $3.4 million. Supplementary funds are being requested to offset additional costs for the project. In response to Council Member Hitchcock, Electric Utility Director Vallow explained that the cost of the Killelea substation increased due to large load growth in the industrial area. This substation had originally been designed four to five years ago. • Request: $1.4 million for year one and $1.4 million in year two for streetlight improvements. It is estimated that over the next five years an additional 1,000 to 1,200 streetlights will be installed. Recommendation: Approval. • Request: $40,000 for purchase of overhead wire puller. • Request: $15,000 for purchase of flatbed trailer to reduce the number of trips to job sites. Recommendation: Approval. • Request: $90,000 to purchase a forklift with a 20 -ton lifting capacity. • Request: $30,000 for high current test set. Recommendation: Approval. • Request: $10,000 for battery test and equipment. This is a demonstration piece of equipment. If it works well the department will request additional similar equipment in future budget years to outfit its other substations. • Request: Substation transformer, tap changer, and oil filter pumps. This is for two pumps, which will be installed at the substations. Recommendation: Approve in year two. • Request: $100,000 for substation block wall to serve as a buffer between the substation and the canal. Public Works — Street Division • Request: $150,000 from the Street Fund for tree planting and landscaping on Hutchins Street. This is for the median and the frontage island between Kettleman Lane and Wimbledon Drive and also includes a left -turn lane into the Mervyn's store for northbound traffic. Recommendation: Approve and recommend that Public Benefits pay for $31,500 of the landscaping. 3 Continued May 22, 2001 Parks and Recreation • Request: $270,000 for eight projects as outlined in the report. Recommendation: Continue with past practice of funding $150,000 each year for Capital projects and allow Department to determine which projects are a priority. In response to Mayor Pro Tempore Pennino, Parks and Recreation Director Baltz explained that there is a plan for improving the central south section of Lodi Lake park. The cost estimate of $1.2 million includes redoing the parking, eliminating a lot of asphalt, increasing greenery, landscaping, and irrigation. The Department also has a request in the budget for $75,000 for improvements to the parking lot to the left of the park entrance. Parks and Recreation staff have been working with Friends of Lodi Lake to update a concept plan for improvements to the 13 acres on the west side of the park. Mayor Pro Tempore Pennino stated that he wanted the 13 acres on the west side of Lodi Lake included in the budget. City Manager Flynn replied that it would be added. • Request: $500,000 for Lodi Lake Pedestrian Trail Phase II, which would add improvements along the western side of the berm of the lake. • Request: Aquatics Center recommended for design in year one and construction in year two. Ms. Keeter stated that design costs for a $2 million project would be $200,000. The site has not yet been determined. • Request: $6.2 million for DeBenedetti Park/G-Basin. Ms. Keeter noted that an updated page 41 has been distributed to Council (filed). Development impact fees will pay a portion of this project and there is also potential for using Proposition 12 money. Mr. Baltz explained that the Department is asking Council to support funding of the three projects (i.e. Aquatics Center, DeBenedetti Park, and Indoor Sports Center) for design in the first year and construction in the second year of the budget. A reimbursement resolution is required for Certificates of Participation, which will need to be adopted by Council to recapture costs that are expended. He estimated the cost range for the Aquatics Center to be $2.5 to $3.5 million, and the Indoor Sports Center to be $5.5 to $7.5 million. The variation in cost is due to the lack of details about elements that will be contained in each facility. Mr. Baltz stated that he is working on getting an estimate of the operations and maintenance costs of these facilities and would bring this information to Council when it is completed. Request: $10,000 for a replacement copy machine. Recommendation: Approval from the equipment replacement fund. • Request: $16,000 floor lift for heavy equipment. Recommendation: Deny. Request: $26,000 for Project Coordinator pickup truck. Recommendation: Deny; work with Public Works to identify a used City vehicle that might become available. • Request: $538,000 for an outdoor Skate Park, which represents cost of bringing Spohn Ranch on board, purchasing $218,000 in equipment, grading, constructing a 20,000 square foot concrete slab, installation of lighting, and moving irrigation. Mayor Pro Tempore Pennino suggested getting testimony from neighbors and police departments in other areas with skate parks operated by Spohn Ranch regarding the impacts (e.g. noise) to the surrounding community. 4 Continued May 22, 2001 Community Center • Request: $43,660 to replace tables and chairs in Kirst Hall at Hutchins Street Square. Recommendation: $20,000 in year one and $20,000 in year two; fund from the General Fund Equipment. Library • Request: $30,000 for renovations and bring the building into Americans with Disabilities Act compliance. Recommendation: Seek Community Development Block Grant funds. • Request: $13,500 for purchase of three laser checkout machines. Recommendation: Fund through the Library Trust. • Request: $270,000 to upgrade integrated library computer system. Recommendation: Seek grants for funding. • Request: $10,000 in year one for library staff workstations and $100,000 in year two. The $10,000 would be for design to determine the proper layout. Recommendation: Fund with private sector trust fund in year one and re-evaluate in year two. Community Development • Request: $15,215 to convert microfiche to CD-ROM. Recommendation: Approve funding out of General Fund Capital. • Request: $24,400 for field inspection pickup truck including equipment. Public Works Enaineerina • Request: $30,000 for % ton pickup truck and equipment for field inspections. Recommendation: Approve funding out of General Fund Capital. City Clerk • Request: $37,000 for replacement of high-volume copier used for duplication of Council packets, etc. Mayor Pro Tempore Pennino pointed out that project objectives a, b, and a relate to computer functions and suggested that it be referred to the IS Computer Replacement Committee. • Request: Fortis software upgrade support contract. Recommendation: Approve funding out of General Fund Capital. • Request: $5,700 to convert microfiche documents to paper for purpose of scanning into the Fortis electronic imaging system. Recommendation: Move request to Significant Expenditures portion of the budget. • Request: $4,000 for purchase of image scanner. Recommendation: Refer to IS Computer Replacement Committee. 5 Continued May 22, 2001 Information Systems • Request: $27,000 for purchase of six new Liquid Crystal Display projectors. Recommendation: Refer to IS Computer Replacement Committee. • Request: $16,000 to replace City Hall server. Recommendation: Refer to IS Computer Replacement Committee. • Request: $75,000 in year one and in year two for the purpose of establishing a funding source for replacement of information systems hardware. Recommendation: Approval; will return to Council for further appropriation if amount is found to be insufficient. Human Resources • Request: $100,000 for implementation of Human Resources module in the JDEdwards financial software. Recommendation: Approve funding through Electric Utility, Water, Wastewater, and General Fund. Finance • Request: $22,000 for purchase of Meter Reader vehicle. Recommendation: Approve funding through Electric Utility funds. Mayor Pro Tempore Pennino suggested that an electric vehicle be considered, which may qualify for grant funds. Facilities Services • Request: $22,000 for purchase of Construction Project Manager pickup truck. Recommendation: Approve funding from General Fund Capital. • Request: Replace library heating, ventilation and air conditioning (HVAC) system. $10,000 in year one for design and $600,000 in year two for construction. Recommendation: Pursue Electric Utility funds through Northern California Power Agency and grants. • Request: $26,570 for roof replacement at Fire Station Three. This was approved in the last budget, but the funds were diverted to install exhaust extraction systems. Recommendation: Approve funding from General Fund Capital. • Request: HVAC replacement at Fire Station Three. Recommendation: Pursue Electric Utility funds for energy efficiencies. • Request: $22,000 for roof replacement at White Slough Treatment Plant. Recommendation: Approve in year one. • Request: $29,000 for purchase of pickup truck. Recommendation: Approve funding from General Fund Capital. 3 Continued May 22, 2001 D. COMMENTS BY THE PUBLIC ON NON -AGENDA ITEMS None. E. ADJOURNMENT No action was taken by the City Council. The meeting was adjourned at 8:34 a.m. ATTEST: Susan J. Blackston City Clerk Mayor's & Council Member's Weekly Calendar WEEK OF MAY 22, 2001 Tuesday, May 22, 2001 7:00 a.m. Shirtsleeve Session 1. Review of Capital Improvement Budget Requests 6:00 p.m. Town Hall meeting with Assemblyman Anthony Pescetti, EU Director Vallow, 5MUD, and PG&E, H55 - Pisano Room. 7:15 p.m. Nakanishi. Boy Scout Leadership Meeting, St. Paul's Lutheran Church. Mayor to give 20 - 30 minute speech. Wednesday, May 23, 2001 Reminder Land. LCC Legislative Action Days, Sacramento, 5/23 - 5/24/01. 7:00 a.m. Public Works Breakfast, M5C. 8:00 - 3:00 p.m. Nakanishi and Pennino. Business Council of San Joaquin County's Vision 2000 "Critical Issues Conference", Long Theater on the UOP Campus. Thursday, May 24, 2001 Reminder Land. LCC Legislative Action Days, Sacramento, 5/23 - 5/24/01. 7:30 - 8:45 a.m. Nakanishi. San Joaquin County Board of Supervisors and the Workforce Investment Board's Summer Jobs 2001 Kick -Off Breakfast, SJC Office of Education, Education Service Center, Stockton. Mayor to present proclamation for Summer Youth Employment and Training Program Week. Friday, May 25, 2001 Saturday, May 26, 2001 Sunday, May 27, 2001 Monday, May 28, 2001 Disclaimer: This calendar contains only information that was provided to the City Clerk's office counci I\mist':-ca Indndoc 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Parks & Flood Control REQUEST TITLE: DeBenedetti Park/G-Basin Project Description This project consists of design and development of a youth sports complex (with lighted fields) and park within the "G - Basin", which provides drainage for the area bounded on the north and east by the WID Canal, Harney Lane on the south and Lower Sacramento Road on the west. The facility is located at the southeast corner of Lower Sacramento Road and future Century Blvd. Project Objectives The objective of this project is to: • Provide additional sports fields and neighborhood park facilities; • Provide for growth in accordance with the General Plan; Provide storm water storage in accordance with the City's Design Standards Existing Situation The G -Basin area is mostly developed without adequate park facilities and only interim storm water storage. This project is one of the three highest (unranked) projects identified by the Parks & Recreation Commission as of early 2001. Lodi Unified School District is planning an elementary school south of the site. Joint use potential may be investigated. The cost estimates are index -updated budget estimates from the Parks & Recreation Master Plan and the General Plan studies and need to be updated and refined in the design process. Project Work Completed Property acquisition to the planned dimensions has been accomplished (49 acres net). Portions of the basin have been excavated to provide storm water storage. Street improvements on Century Blvd. at the east end of the project are being installed as part of the Century Meadows 4, Unit #1 development underway. The water main in Century & Lower Sacramento Road has been installed by San Joaquin County as part of the project to serve Sunnyside Estates located south of the basin on Lower Sacramento Road. Drainage studies confirming the required storage volume have been completed. Schedule and Proiect Costs 2001-02 2002-03 2003-04 2004-05 Total Preliminary Design/Study $ 60,000 $60,000 Acquisition (completed) Construction (debt financing) $ 6,150,000 Environmental/Final Design $ 250,000 Construction $5,900,000 Total: $ 310,000 $5,900,000 $ 6,210,000 Funding Source: Parks Development Impact Mitigation Fees & General Fund/Grants. Project Effect on Operating Budget Some increase due to field maintenance and lighting. 41 CIP_DeBenedettiParkBasin.doc 05/21/01 2001-03 FINANCIAL PLAN AND BUDGET Vehicle Replacement Requests - o 0 CITY OF LODI CALWORNU 2001-03 FINANCIAL PLAN & BUDGET CAPITAL BUDGET DETAIL BY MISSION - Replacement Vehicle Requests � r e.•.-"'•^�+-•�u��''•�•+cXS'�"^��k'•��y'-#"i d: :N&.._'.�; �. <��., ';�';C.OSt :ate �•,r. .::«F:a�:. �t CO6t � Public Safety 52,310 Police Protection 05-020 Police Investigations 1 undercover units 2 under cover units 5 Police Operations 3 patrol sedans 5 motorcycles 04-139 Animal Shelter 6 3/4 ton CNG truck 09-002 Fire Department 215,000 Emergency Services 7 Command vehicle 8 Sedan 06-004 Total Public Safety Public Utilities 316,350 Water Utility Services 1 Water 9 2 1/4 Ton Truck 1 Wastewater Utility Services 10 Replace generator 11 Replace generator 12 3/4 Ton Pickup 1 Electric Utility Services Electric Construction & Maintenance 13 Bucket Truck 14 Line Truck/Digger 15 Line Truck/Digger Total Public Utilities Transportation Streets and Flood Control Street Maintenance 16 Air Compressor 17 Nine Wheel Rubber Tire Roller 18 One -yard Front End Loader 19 Twelve -yard Dump Truck Total Transportation 1 30,000 52,310 05-020 2 60,000 05-078;05-080 5 155,925 5 163,350 04-266 1 19,000 1 20,000 04-139 1 40,000 09-002 1 44,000 215,000 06-007 1 33,000 06-004 8 248,925 10 316,350 1 52,310 share cost 50/50 with ww 1 46,000 04-2665 t 46,000 04-266 1 25,000 04-139 1 220,000 09-002 1 215,000 09-009 1 215,000 09-010 2 313,310 4 506,000 1 11,800 04-053 1 66,000 04-107 1 58,300 04-023 1 90,100 04-084 4 226,200 k 2001-03 FINANCIAL PLAN & BUDGET CAPITAL BUDGET DETAIL BY MISSION - Replacement Vehicle Requests Leisure, Cultural & Social Services Parks and Recreation Parks Division Equipment Maintenance 20 Flat bed Truck 21 Forklift 22 Dump Truck 23 One -ton Pick-up Truck 24 Turf vehicles 25 Turfvehicles 26 1/2 Ton Pickup Truck 27 Mini Van 28 Mini Van 29 Mini Van 30 Mini Van 31 Boat 32 Tractor/Loader 33 Trim Mower 34 Turf vehicles Total Leisure, Cultural & Social Services Community & Economic Development Community Improvement 35 Mini Van Construction Development Building and Safety 36 Field Inspection Pickup Trucks Total Community & Economic Development General Government Organizational Support Services Field Services 37 Minivan/sedan Total General Government TOTAL OPERATING BUDGET FUNDING LEVELS: EQUIPMENT FUND ELECTRIC FUND WATER FUND WASTEWATER FUND 1 29,680 7069 1 24,500 1 38,000 7018 1 28,000 7073 3 56,250 6,8,&10 3 60,000 17,18& 19 1 21,500 7006 1 24,000 7035 l 24,000 7005 1 25,000 7004 1 23,000 7014 1 19,700 1 1 60,000 7048 1 25,000 325 3 60,000 M1, M2 & TV 21 16 374,630 5 145,000 1 25,000 75 2 48,800 79 & 89 3 73,800 - 1 22,000 2088 1 22,000 0 - 1,258,866 i 425,000 215,000 52,310 46,000 738,310 425,000 435,000 71,000 931,000 The above is a listing of replacement vehicle requests. Per the budget and fleet policies, a funding level has been set and approved by Council. The funding level may not allow for all the requests to be filled. The fleet committee will recommend to the City Manager all vehicles to be replaced during the year based on criteria stated in the fleet policy and the available funding levels. PUBLIC SAFETY POLICE FIRE GRAFFITI ABATEMENT 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services / Police Department REQUEST TITLE: Police Under -Cover Vehicle Replacement Project Description Purchase one "under -cover" vehicle in 2001-2002 as a replacement for a vehicle that has met the retirement schedule; and obtain/install emergency and police equipment as needed to make the vehicle ready for the full range of investigative and surveillance duties. Project Objectives Provide the Police Investigations Bureau with safe, properly equipped vehicles that will not malfunction during critical incidents. Since these vehicles are sometimes used under emergency conditions, advances in safety features that become available through regular replacement are desirable. In addition, such regular replacement helps to prevent visual familiarity with the vehicles among the local criminal element, which renders them less effective for surveillance. Existing Situation The listed vehicle (05-020) has reached mileage and age levels that are in excess of the Fleet Policy and Procedures guidelines for Class 1-B (police undercover) vehicles. The vehicle is a 1994 Chrysler Concord with 65,000 miles. This vehicle was budgeted for replacement in the FY 2000-2001 budget, but was not funded due to higher priorities depleting the available funds. Project Costs It is estimated that the vehicle will cost approximately $30,000, including purchase of the vehicle itself and the purchase and/or installation of police emergency and surveillance equipment. Wherever possible, existing equipment will be salvaged from retiring vehicles and installed in new ones. The recommended funding source is the equipment replacement fund. Schedule Budget Year: 2001/2002 2002-2003 Project Total Acquisition: $30.000 Total $30,000 $30,000 3 I�t7 1 Leet anager Da e -1- 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services I Police Department REQUEST TITLE: Police Under -Cover Vehicle Replacement Project Description Purchase two "under -cover' vehicles in 2002-2003 as replacements for vehicles that will meet their retirement schedule during the second year of the pending two-year budget period; and obtain/install emergency and police equipment as needed to make the vehicles ready for the full range of investigative and surveillance duties. Project Objectives Provide the Police Investigations Bureau with safe, properly equipped vehicles that will not malfunction during critical incidents. Since these vehicles are sometimes used under emergency conditions, advances in safety features that become available through regular replacement are. desirable. In addition, such regular replacement helps to prevent visual familiarity with the vehicles among the local criminal element, which renders them less effective for surveillance. Existing Situation It is projected that two existing vehicles will have reached mileage and age levels that will be in excess of the Fleet Policy and Procedures guidelines for Class 1-B (police undercover) vehicles, by the time replacement vehicles are purchased and equipped in the 2002-2003 budget year. The two vehicles are 05-078, a 1998 Pontiac sedan with 43,000 miles and 05-080, a 1997 Ford sedan with 45,000 miles. Project Costs It is estimated that each vehicle will cost approximately $30,000, including purchase of the vehicle itself and the purchase and/or installation of police emergency and surveillance equipment. Wherever possible, existing equipment will be salvaged from retiring vehicles and installed in new ones. The recommended funding source is the equipment replacement fund. Schedule Budget Year: 2001/2002 2002-2003 Project Total Acquisition: $0 $30,000 X 2 Total $0 860,000 S60,000 eet Mana t r Date - 2 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services/Police Department REQUEST TITLE: Purchase of Police Patrol Sedans Project Description Purchase five police patrol sedans in 2001/2002, and five more in 2002/2003, as replacement vehicles for cars that will meet their retirement schedule during the next two years; and obtain emergency equipment and accessories to fully equip these police patrol sedans for duty. Project Objectives ,.,,.. 1. Ensure that the Police Department is provided with safe, modern, and effective pursuit/pafrol vehicles for its daily support needs. 2. Ensure that quantities of pursuit/patrol vehicles are adequate for staffing levels, providing for out -of - service and emergency replacement situations. Existing Situation The current fleet of police patrol sedans includes twenty-two vehicles. Five are needed in the 2001/2002 fiscal year, and five in the 2002/2003 fiscal year, to meet the current replacement schedule. The replacement patrol car is the Ford Crown Victoria four -door sedan at a current cost of $25,700 per car. Our hope is that the design of the car will not change significantly so the emergency equipment in the current vehicles can be reused. Planning on this limits the cost of emergency equipment and accessories to installation expenses only, approximately $2,000 per car. If this equipment cannot be reused, there will be additional costs to modify and equip the vehicles for service; i.e., back seat, protective screen, shotgun rack, radio rack, push bumper, etc. New emergency equipment, purchased and installed, is $4,000 per car. Because the current patrol cars will reach their designated retirement mileage by the time these Crown Victorias can be ordered, received, and readied for service, and because the availability of police patrol vehicles is limited to a very short order period, these sedans must be approved in 2000/2001. Project Work Completed Several years ago, the Police Department and the Public Works Equipment Maintenance Division formed the Police Vehicle Committee, comprised of representatives from both departments, to evaluate vehicles available to replace the Dodge Diplomat, which was no longer being manufactured. The group's recommendation was to standardize the police patrol fleet with Ford Crown Victorias. Schedule and Project Costs Prior Project Budgets 2001/02 2002/03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Equipment Replacement Fund Total $155,925 $163,350 $155,925 $163,350 $319,275 $319,275 $155.925 $163.350 $319.275 $155,925 $163,350 $319,275 I&M 1999-2001 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services REQUEST TITLE: Purchase of Police Patrol Sedans Cost Detail 2000/2001 2002/2003 REPLACEMENT CARS: (1) Crown Victoria sedan $ 25,700 $ 25,700 Emergency equipment 4.000 4.000 r,.,.. Each car (including tax) $ 29,700 $ 29,700 X 5 x 5 TOTAL $ 148,500 $ 148,500 Plus 5% cost increase $ 7,425 Plus 10% cost increase S 14.850 GRAND TOTAL $ 155.925 $ 183.350 Alternatives 1. Do not replace police patrol sedans on the current schedule. This alternative would only delay the replacement of patrol vehicles, and consequently compound the amount of purchase dollars needed. Additionally, it would require the Police Department to use older, higher mileage vehicles that could be suspect of their ability to perform under emergency conditions. Because of being older, they would also be technically further behind, and possibly not as safe. Savings in purchase costs would be partly offset by greater mechanical repair and maintenance costs, and increased fuel use would be likely. 2. Require the Police Department to use alternative modes of transportation or downsize its patrol staff who require full-size patrol sedans. Downsizing patrol staff to require less officers would be directly opposed to the community -oriented policing program the City of Lodi has adopted. 3. Change police patrol sedan selection to a less-expensive model. This alternative has been considered. The Crown Victoria (full-size) patrol car is the car favored by the Lodi Police Department and the Public Works Fleet Services Division because of the number of units presently in service. Performance, size, safety features, familiarity, and serviceability are proven; choosing a different make and model now, with the multiple benefits to be realized by the "standardization" of the patrol fleet, would be ill advised. Project Effect on Operating Budget The current police patrol fleet consists of twenty-two cars. Maintaining these units requires that funds for fuel, car wash, maintenance and repairs be budgeted annually. Ft et M nager 6at6 -4- 2001- 2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services/Police Department REQUEST TITLE: Police Motorcycle Replacement Project Description This project is to address the City of Lodi's commitment to the ongoing replacement of the Traffic Bureau's motorcycles on a three year rotational basis (pursuant to Council resolution 96-06.) The Traffic Bureau continues to be an invaluable asset in responding to the many requests for traffic enforcement and specialized operations, such as DUI Checkpoints. The Traffic Bureau also., responds to major traffic accidents and utilizes extensive training in the investigation and "' ` reconstruction of such incidents. The assigned officers use police motorcycles as their primary mode of transport during emergency response and enforcement activities. Project Objective The objective is to maintain the Police Department's current level of traffic enforcement and safety by providing reliable motorcycles for our Traffic Bureau. Existing Situation Under the current motorcycle replacement plan, one motorcycle per year will be replaced. This continues to give the City reliable motorcycles and takes advantage of the Harley Davidson "buy- back" program. The Traffic Bureau has found the Harley Davidson FLHP-1 Motorcycle to be well suited to its operations. Project Costs It is estimated that each motorcycle will cost approximately $18,000, and that removallreinstallation of existing emergency and enforcement equipment will cost approximately $1000. A 5% inflation factor has been added in the second year of the project. The recommended funding source is the equipment replacement fund. Schedule Budget Year 2001-2002 2002-2003 Project Total Acquisition: $19.000 $20.000 Total` $19,000 $20,000 $39,000 Please note that the total cost does not reflect the buy-back of the used Harley Davidson motorcycle. After the buy-back, costs should be decreased significantly. Estimated trade-in value is between $9,000 and $11,000 per unit. -7/� f ` eef ana r Dat - 5 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services/Police Department REQUEST TITLE: Animal Services Truck Project Description Purchase (in FY 2002-2003) of a 3/, ton CNG truck with attached specialized body and associated equipment (two-way radio, etc.) for Animal Services Officer as a replacement for an existing vehicle. The existing vehicle will be nearing scheduled retirement during the second year of the upcoming two-year budget, and substantial grant funding is available during that time to defray the purchase. Project Objectives r S.,. . 1) Provide the Animal Services unit of the Lodi Police Department with an adequate number of appropriate vehicles to allow for efficient and effective performance of daily operations, especially in light of recent increases in staffing. 2) Continue to upgrade the fleet of Animal Services trucks to a safer, more humane, and more efficient style of vehicle. Newer trucks that are in service in this field are equipped with air conditioning for the animal transport box, ramps for leading large animals into the vehicle, and other features designed for safe handling and transport of animals. 3) Place in service for primary use an alternative fuel vehicle (specifically CNG), which is a city fleet planning objective. A CNG vehicle would also improve humane conditions for the animals, in that exhaust fumes would not be a factor during transport. Similarly, employees working around the box while the vehicle is idling (a likely situation during the summer when the A/C is running) would not be exposed to such fumes. Existing Situation The existing vehicle is a 1991 Dodge D250 cab and chassis with an animal transport body. The vehicle currently has 68,000 miles on it. It is estimated that based on current rates of usage, the vehicle will reach 80,000 miles and will be 12 years old in the second year of the two year budget. The Fleet Policy and Procedures guideline for the retirement of such vehicles (Class 4-A) is 10 years and 85,000 miles; as a result, the vehicle will have not met the mileage guidelines. However, preliminary approval has been received for approximately $8700 in federal grant funding that would substantially defray the cost of the project, and it is believed that such funding would be less available in future years. Given this factor, and that the City's goal of introducing low -emissions vehicles to the fleet would be furthered, it is recommended that the replacement of this vehicle be budgeted. Schedule and Project Costs Prior Project Budgets 2001/02 2002/03 Total Acquisition $40,000 $40,000 0 Total 0 $40,000 $40,000 Recommended Funding Sources Capital Equipment Fund $40.000 $40.000 Total $40,000 $40,000 It is estimated that the project will cost approximately $40,000, including the purchase of the vehicle itself, and adding the specialized body, equipment and two-way radio needed to perform required operations. The CNG upgrade will be paid for with separate grant funding from the $8700 mentioned above. 3 1 1-7161 ':�Mana er Dafe - 6 - 2001-02 Financial Plan and Budget CAPITAL EQUIPMENT BUDGET REQUEST ACTIVITY: Emergency Services - Fire REQUEST TITLE: Fire Command Vehicle (Replacement) Project Description: Purchase a Sports Utility Vehicle for Shift Battalion Chiefs Project Objectives: Replace 16 -year old vehicle and place Battalion Chiefs in a single vehicle with the resources to command emergency scenes. r ti•�.•. Existing Situation: The current vehicle is a 1986 full-size Chevrolet Van (06-007). The vehicle currently has 94,000 miles on the odometer and will be 16 years old during the budget cycle. This vehicle exceeds established guidelines of seven years for replacement as stated in the City of Lodi Fleet Policy Manual. After evaluating the department fleet, it was determined no vehicle presently meets the requirements for a command vehicle. The 1936 Chevrolet Van was originally designed for utilization as a command vehicle. It has never met the expectations for this utilization. The reassignment of the Battalion Chiefs to a shift schedule calls for sharing a single vehicle creates the need for an operational command vehicle. The vehicle will be used as the command post for most emergency events. COST Sports Utility Vehicle 33,000 Incident Command Cabinet 2,000 Code 3 paeka.ge 3,500 Radio equipment 5.500 TOTAL $44,000 Schedule and Project Costs: 2000-01 2001-02 2002-03 Total Phasing Study Acquisition 44,000.00 44,000.00 Construction Total 44,000.00 44,000.00 Recommended Funding Source General Fleet Fund Total $44,000.00 $44,000.00 Alternatives: 1. Utilize sedan. 2. Defer replacement to a subsequent budget year. -7- 2002-03 Financial Plan and Budget CAPITAL EQUIPMENT BUDGET REQUEST ACTIVITY: Emergency Services - Fire REQUEST TITLE: Staff Vehicle Replacement Project Description: Purchase a replacement vehicle for staff. Project Objectives: Provide a safe, reliable vehicle for staff personnel. These vehicles are used for emergency services and must maintain a high degree of reliability and dependability. This vehicle will meet the alternate fuel vehicle requirements of the city. We plan to suggest to the fleet committee to search for outside grant funding, if available. r,•,:,' Existing Situation: The vehicle to be replaced is a 1990 Plymouth Voyager (06-004). The vehicle currently has 81,000 miles on the odometer and will be 13 years old during the 2002-03 budget cycle. This vehicle exceeds the established guideline of seven years for replacement as stated in the City of Lodi Fleet Policy Manual. COST Mid-size sedan 28,000 Code 3 package 1,500 Radio equipment 3.500 TOTAL 33,000 Schedule and Project Costs: 2000-01 2001-02 Phasing Study Acquisition Construction Total 2002-03 Total 33,000.00 33,000.00 33,000.00 33,000.00 Recommended Funding Source General Fleet Fund Total 33.000.00 33.000.00 ALTERNATIVES 1. Continue to utilize the existing vehicle. 2. Defer replacement to a subsequent budget year. - 8 - PUBLIC UTILITIES ELECTRIC WATER WASTEWATER 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works—WaterlWastewater Division REQUEST TITLE: 2 -1/4 -Ton Truck (#04-125) with Utility Bed with Three -Yard Dump Bed and Bumper Crane Project Description Purchase a new 2 1/4 -ton Cab and Chassis with utility bed with a three -yard hydraulic dump bed with a bumper crane to be installed on the new Water/Wastewater 2.114 tort service truck, No. 04-125. Project Objectives 1. Replace a 19S9 Dodge D350 1 -Ton Utility Body, with a new larger 2 V. -ton truck with utility body. 2. Dispose of the existing unit by trade-in or at auction and transfer 2 -way radio to new vehicle. Existing Situation Unit No. 04-125 currently has an odometer reading of 30,407 miles. This unit was purchased for S15,S00 in 1939 and has accumulatedS9,453 in repairs and S7 I in maintenance costs. It is used on a daily basis by the WatenlVastewater Division's maintenance crew and is indispensable to the Water and Wastewater Utilities. This vehicle is used daily in upgrading wsterhvastewater services and in emergency situations to repair broken water mains or service connections. This vehicle will also be equipped with a bumper crane to lift heavy tools and pans onto the truck (cement saws and pumps) and to lift fire hydrants. The existing utility body is too small to use on the new WaterAVastewater service truck No. 04.125. This new utility body would be stocked with all the teals to make any type of repair and carry a parts inventory for daily use and for handling emergencies. The dump bed %%ill be utilized to haul dirt and debris or trench patch material to and fromjob sites. Schedule and Project Costs Phasing Study Ucsi0l Acquisition/Vehicle Replacement Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund (50%) Wastewater Fund (50%) Total Prior Project Budgets 1999-00 2000-01 2001.2002 2002.03 Total S52,3 f 0 552,310 552,310 552,310 526,155 S26,155 S26.155 526155___ 552,310 S52,310 - Note: Trade-in value is not included so that adequate funds- arc budgeted for purchase of vehicle. Alternatives Postpone replacement and continue with escalating repair costs. Endure more frequent breakdowns which will have a negative impact on our customers Project Effect on Operating Budget Eliminate any further expenses for this aging vehicle. Approved: Fleet S Facilities Manager Date -9- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: PublicWorls— Water/WastervaterDivision REQUEST TITLE: Generator for Nlokelutnne River Sanitary Sewer Lift Station Project Description Replace existing natural gas standby generator, No. 04-2665 for Mokelumne River Sanitary Sewer Lift Station, Project Objectives 1. Replace a 1981 Smith & Loveless Model 8 1 -0296 generator with a new comparable model. 2. Dispose of existing unit by trade-in or at auction. Existing Situation Unit No. 04-265 currently has a meter hour reading of 25.3 hours. This unit was purchase for approximately S 10,000 in 1981 and has accumulated 54,557 in repairs and maintenance costs. This generator is used as standby power for Mokelumne River Sanitary Sewer Lift Station to continue sewage flow during power outages. Because of this unit's age, it is difficult to find parts and maintenance costs will continue to escalate. Project Work Completed Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001.2002 2002-03 Total Phasing Study Design AcquisitionNehiele Replacement 546,000 546,000 Construction Total Continue to budget the following lift stations in 2003104 and 536,000 546,000 Recommended Funding Sources 200.3/05: Northeast Lift, Park West Lift, Woodlake Lift. Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund 546.000 $46,000 Total 546,000 546,000 Alternatives Postpone replacement. Continue with escalating n:pair costs, rely on aging equipment to continue performing during power outages, and tun the risk oCtotal failure which would allow raw sewage to flow into streets and the Mokelumne River. Project Effect on Operating Budget Eliminate any further expenses for this aging generator, reduce the threat to public health and possible risk o(sewage discharges to the Mokelumne River. Approved: Fleet & Facilities Manager Date -10- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works — Water/Wastewater Division REQUEST TITLE: Generator for Rivergate Sanitary Sewer Lift Station Project Description Replace existing natural gas standby generator, No. 04-266, for Riveroatc Sanitary Sewer Lift Station. Project Objectives 1. Replace a 1979 Smith & Loveless Model 81-0228-C generator with a new comparable model. 2. Dispose of existing unit by trade-in or at auction. Existing Situation Unit No. 04.266 currently has a meter hour reading of 520 hours. This unit was purchase for approximately S 10,000 in 1979 and has accumulated 53,077 in repairs and maintenance costs. This generator is used as standby power for Rivergate Sanitary Lift Station to continue sewage flow during power outages. Because of this unit's ase, it is difficult to find pars and maintenance costs wilt continue to escalate. Project Work Completed Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-2002 2002-03 Total Phasing Study Design AcquisitionNehicle Replacement 546,000 546,000 Construction Total 546,000 546,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund 546.000 S-46.000 Total 546,000 536,000 Alternatives Postpone replacement. Continue with escalating repair costs, rely on aging equipment to continue performing during power outages, and tun the risk of total failure which would allow raw sewage to now into streets and the Mokelumne River. Project Effect on Operating Budget Eliminate any further expenses for this aging generator, reduce the threat to public health and possible risk of svxaze dischar^es to the Makelumne River. Approved: Fleet & Facilities Manager - 11 Date 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REOUEST ACTMTY: Public Works Wastewater Utility REQUEST TITLE: Purchase New -'/, Ton Pickup (Unit No. 04-139) Project Description Replace 1988 Dodge Pickup, Unit No. 04-139, with a new I/. ton pick-up for the White Slough Water Pollution Control Facility. Project Objectives 1. Increase vehicle reliability. 2. Eliminate down time. 3. Eliminate continued repair costs. Existing Situation Unit No. 04-139 was purchased for use by the White Slough staff in 1988. This vehicle has accumulated 80,915 miles on the odometer, repair costs of more than S 10,785, and corresponding down time to make repairs. The White Slough staff uses this vehicle on a daily basis. They perform a variety of essential tasks which includes transporting supplies needed for Facility maintenance, delivering equipment for repair to local shop, and performing various inspections and repairs around Plant facilities. Project Work Completed Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Wastewater Capital Reserve Total Prior Project Budgets 2001-2002 2002-03 2003-04 2004-05 Total $25,000 525,000 525,000 S25,000 525,000 S25,000 Alternatives Continue using the existing Unit No. 04-139 and accumulate additional repair costs and endure continued down time. Project Effect on Operating Budget Approved • 3 l (�l Flee Facilit ts manager Date - 12 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Bucket Truck (Replacement) PROJECT DESCRIPTION Replace existing Bucket Truck #09002. PROJECT OBJECTIVES To provide a dependable bucket truck with sufficient rating for hauling materials and equipment for today's needs. EXISTING SITUATION Bucket Truck #09002 is a 1991 International 4900. This truck was delivered on 04/24/91. It is approximately 10 years old with an odome�er reading of 30,591. The engine has significant idle time over and above the measured road mileage due to bucket operation, installing transformers and keeping the battery charged for radio transmission during the workday. The original cost of the vehicle was $115,683. The cost of maintenance and repairs to date is $24,623. This truck does not have the Gross Vehicle Weight (GVW) carrying capacity needed when fully loaded with tools and equipment necessary to perform all tasks assigned in today's environment of prompt service to customers at the lowest possible cost. It is essential to be prepared to perform all tasks on arrival at a job site. The minimum replacement criterion of the 'Fleet Policies and Procedure" as outlined under "Guidelines for Utilization/Replacement" Section 4.5 is 10 years. This vehicle (#09002) Bucket Truck meets the criteria. SCHEDULE AND PROJECT COSTS Prior Budoet 2002-2003 Total Project Phasing Study Design Acquisition Construction 220,000 $220,000 Total 220,000 $220.000 Recommended Funding Source Capital Outlay Fund ALTERNATIVES Keep Truck #09002 (not recommended) which could result in significant downtime and cost for major repairs. FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase new truck, transferring radio equipment and sell vehicle at auction in 2002/2003 fiscal year. - 13 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Line Truck/Digger (Replacement) PROJECT DESCRIPTION Replace existing Line Truck/Digger #09009. PROJECT OBJECTIVES To provide a dependable line truck with sufficient rating for hauling materials and equipment for today's needs. EXISTING SITUATION Line Truck/Digger #09009 is a 1989 Ford F800 with a derrick/digger unit. This truck was delivered on 7/14/89. It is approximately 12 years old with an odometer reading of 37,472. The engine has significant idle time over and above the measured road mileage due to Pigging pole holes, setting poles,,installing transformers and keeping the battery.charged for radio transmission during the work day. The original cost of the vehicle was $136,355. The cost of maintenance and repairs to date is $23,677. This truck does not have the Gross Vehicle Weight (GVW) carrying capacity needed when fully loaded with tools and equipment necessary to perform all tasks assigned in today's environment of prompt service to customers at the lowest possible cost. It is essential to be prepared to perform all tasks on arrival at a job site. The minimum replacement criterion of the "Fleet Policies and Procedure" as outlined under "Guidelines for Utilization/Replacement" Section 4.5 is 10 years. This vehicle (#09009) Line Truck/Digger meets the criteria. SCHEDULE AND PROJECT COSTS Prior Budget 2001-2002 Total Project Phasing Study Design Acquisition 215,000 $215,000 Construction Total 215,000 $215,000 Recommended Funding Source Capital Outlay Fund ALTERNATIVES Keep Truck #09009 (not recommended) which could result in significant downtime and cost for major repairs. FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase new truck, transferring radio equipment and sell vehicle at auction in 2001/2002 fiscal year. - 14- 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Line Truck/Digger (Replacement) PROJECT DESCRIPTION Replace existing Line Truck/Digger #09010. PROJECT OBJECTIVES To provide a dependable line truck with sufficient rating for hauling materials and equipment for today's needs. EXISTING SITUATION ; ,• Line Truck/Digger #09010 is a 1989 Ford F800 with a derrick/digger unit. This truck was delivered on 7/18/89. It is approximately 12 years old with an odometer reading of 30,200. The engine has significant idle time I over and above the measured road mileage due to digging pole holes, setting poles, installing transformers and keeping the battery charged for radio transmission during the work day. The original cost of the vehicle was $135,690. The cost of maintenance and repairs to date is $16,669. This truck does not have the Gross Vehicle Weight (GVW) carrying capacity needed when fully loaded with tools and equipment necessary to perform all tasks assigned in today's environment of prompt service to customers at the lowest possible cost. It is essential to be prepared to perform all tasks on arrival at a job site. The minimum replacement criterion of the "Fleet Policies and Procedure" as outlined under "Guidelines for Utilization/Replacement" Section 4.5 is 10 years. This vehicle (#09010) Line Truck/Digger meets the criteria. SCHEDULE AND PROJECT COSTS Prior Budget 2002-2003 Total Project Phasing Study Design Acquisition 215,000 $215,000 Construction Total1 215,000 $215,000 Recommended Funding Source Capital Outlay Fund ALTERNATIVES Keep Truck #09010 (not recommended) which could result in significant downtime and cost for major repairs. FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase new truck, transferring radio equipment and sell vehicle at auction in 2002/2003 fiscal year. - 15 - TRANSPORTATION STREETS STORMDRAINS TRANSIT 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works - Street Division REQUEST TITLE: Air Compressor (#04-053) Project Description Replace 185 CFM, Air Compressor. Project Objectives Yy 1. Replace a 1979 Sullair air compressor (Unit No. 04-053) with a new like -type unit. 2. Dispose of the existing unit by trade-in or at auction. Existing Situation Unit No. 04-053 has an hour meter reading of 624 hours. This unit's minimum replacement criteria was met in 1989. This unit -as purchased for S 11,607 in 1979 and has accumulated 518,222 in repairs and 5590 in maintenance costs. This unit has an air filter and attachment for a fresh air breathing hood utilized -when sand blasting. This unit is used by Street Division crews for maintenance. Schedule and Project Costs Phasing Study Design Acquisition/Vehicle Replacement Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 20002-03 Total 511,800 511,800 S11,800 S11,800 S11,800 511,800 S11,800 S11,800 Continue to use current equipment and accumulate higher than normal maintenance expenses. Project Effect on Operating Budget None. APPROVAL:�J 3 o z o l Fleet and Fac ities Manager Date - 16 - 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works - Street Division REQUEST TITLE: Nine Wheel Rubber Tire Roller (#04-107) Project Description Replace a nine -Wheel rubber tire roller (Unite No. 04-107) with a new 27,000 Lbs. Articulating Nine -Wheel Rubber Tire Roller. Project Objectives 1. Replace a 1972 9 --wheel rubber tire roller (No. 04-107). 2. Dispose of the existing unit by trade-in or at auction. Existing Situation Unit 04-107 has an hour -meter reading of 3,140 hours. The minimum replacement criteria for this type of vehicle is 15 years. This unit was purchased for 59,010 in 1939 and has accumulated S30,975 in repairs and S750 in maintenance costs. This unit is 29 years old and its dependability is questionable. This type of equipment is not available in alternative fuel engines. This unit is used on a daily basis during the paving season by Street Division crews for maintenance. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design AcquisitionNehicle Replacement Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund Total Alternatives 566,000 S66,000 566,000 566,000 566,000 566,000 566,000 566,000 Continue to use current equipment and accumulate higher than normal maintenance expenses. Project Effect on Operating Budget None_ APPROVAL: Fleet and Fac ities Manager Date - 17- 2001-2003 Financial Pian and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works - Street Division REQUEST TITLE: One -Yard Front -End Loader with Two -Wheel Drive (#04-023) Project Description Replace a one -yard front-end loader with two -wheel drive tractor. Project Objectives 1. Replace a 1986 one -yard front-end loader with two -wheel drive tractor (Unit No. 0-3-023) with anew like -type unit. 2. Dispose of the existing unit by trade-in or at auction. Existing Situation Unit No. 04-023 has an hour meter reading of 3,159 hours. This unit's minimum replacement criteria was met in 1993. This unit was purchased for S21,282 in 1986 and has accumulated $31,120 in repairs and S2,424 in maintenance costs. This request was originally submitted two years ago. Since that time, it has been necessary to spend an additional 59,000 in repairs. This unit is used on a daily basis by Street Division crews for maintenance. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 20002-03 Total Phasing Study Design Acquisition/Vehicle Replacement Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund Total Alternatives 558,300 558,300 558,300 558,300 558,300 558,300 558,300 S58,300 Continue to use current equipment and acquire higher than normal maintenance expenses. Project Effect on Operating Budget None. APPROVAL: � 3 o z o t Fleet and Fac ities Manager Date - 18 - 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works - Street Division REQUEST TITLE: Tivelve-Yard Dump Truck (#04-084) Project Description Replace a sir -yard durnp truck. Project Objectives 1. Replace a 1985 6 -yard damp truck with anew 12 -yard dump truck. 2. Dispose of the existing unit by trade-in or at auction. Existing Situation Unit 04-OS4 has an odometer reading of 93,276 miles. The minimum replacement criteria for this type of vehicle is 15years or 55,000 miles. This unit was purchased for 544,603 in 1955 and has accumulated 537,130 in repairs and S 1,910 in maintenance costs. This unit has a very sick engine and its dependability is questionable. The upgrade request is to provide the Street Division with greater hauling capabilities at a reduced labor cost. This size truck is available in alternative fuel CNG engines. It is staffs intention to write specifications around a CNG product line. This request was originally submitted two years ago. Since that time, it has been necessary to spend an additional S2,000 in repairs. This unit is used on a daily basis by Street Division crews for maintenance. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design AcquisitionNthicle Replacement Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Wastewater Fund Total Alternatives 590,100 590,100 590,100 590,100 590,100 590,100 590,100 590,100 Continue to use current equipment and accumulate higher than normal maintenance expenses. Project Effect on Operating Budget None. APPROVAL:� 3 o -16 t F1eit and Faci 'ties Manager Date -19- LEISURE, CULTURAL & SOCIAL SERVICES PARKS RECREATION LIBRARY COMMUNITY CENTER 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Equipment Maintenance REQUEST TITLE: Flat bed truck Project Description Purchase (1) flat bed one -ton truck to replace a one -ton flat bed truck (Vehicle No. 7069) Project Objectives This truck is used daily to haul materials such as brush, broken concrete, garbage, etc. Existing Situation This vehicle was budgeted for in the 1999/2000 budget, but has yet to be replaced. Project Work Completed This vehicle has 80,000 miles and meets the criteria set forth in the City of Lodi's Fleet Policies and Procedures. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $29,680 $29,680 Construction Total $29,680 $29,680 Recommended Funding Sources Capital Outlay Fund $29,680 $29,680 Electric Utility Fund Water Fund Sewer Fund Total $29,680 $29,680 Alternatives Continue to operate this vehicle in a manner that continually disrupts work schedules due to downtime and repairs. Project Effect on Operating Budget None - 20- 2001-03 Financial Plan and Budget Request CAPITAL EMPROVEMENT BUDGET REQUEST ACTIVITY: Equipment Maintenance REQUEST TTTLE: Forklift Project Description Purchase of one (1) Forklift to replace a 1961 forklift Project Objectives To facilitate the loading and unloading of materials. Existing Situation Currently the forklift we have is a 1961 -year model. It was a Pubic Works forklift that was to be disposed of. It was given to our department to replace a 1965 forklift that was totally inoperative. This vehicle has major mechanical problems and is very difficult to find parts for. Project Work Completed Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $24,500 $24,000 Construction Total $24,500 $24,500 Recommended Funding Sources Capital Outlay Fund $24,500 $24,500 Electric Utility Fund Water Fund Sewer Fund Total $24,500 $24,500 Alternatives Continue to operate this vehicle in a manner that continually disrupts work schedules due to downtime and repairs. Project Effect on Operating Budget None - 21 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ,CTIVI'I'Y: Equipment Maintenance REQUEST TITLE: Dump Truck Project Description Purchase (1) one ton dump truck. This is to replace a 1978 International 1600 dump truck (Vehicle No. 7018) Project Objectives To haul brush, dirt, etc. Existing Situation This vehicle is 23 years old and is time to be replaced. It is very large and we feet we can make better use out of a smaller dump truck. A smaller dump truck would allow use more diversity in its usage. A smaller dump truck will cost substantially less. Project Work Completed This vehicle meets the City of Lodi's Fleet Policies and Procedures criteria for replacement. �cl►edule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $38,000 $38,000 Construction Total $38,000 $38,000 Recommended Funding Sources Capital Outlay Fund 538,000 $38,000 Electric Utility Fund Nater Fund Sewer Fund Total $38,000 $38,000 Alternatives Continue to operate this vehicle with higher maintenance costs and not as efficient as we can be. Project Effect on Operating Budget None - 22 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST CTTVITY: Equipment Maintenance REQUEST TTTLE: 1 Ton Pickup Truck Project Description Purchase (1) one ton pickup truck. To replace a 3k ton pickup truck (Vehicle No. 7073) Project Objectives To tow the Parks Divisions 6600 LB mower from park to park. Eadsting Situation Yy' This vehicle has close to 100,000 miles. We feel that increasing the size to (1) one ton will aid in the life of the vehicle. Project Work Completed This vehicle meets the City of Lodi's Fleet Policies and Procedures criteria for replacement. schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $28,000 $28,000 Construction Total $28,000 $28,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total 528,000 $28,000 Alternatives Continue to operate this vehicle with higher maintenance costs and disruption transportation needs. Project Effect on Operating Budget None IW*M 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST .CTPI=: Equipment Maintenance REQUEST TITLE: Turf Vehicles Project Description Purchase (3) turf vehicles to replace Cushman 6, 8, and 10 Project Objectives To provide Park Division employees with safe and reliable equipment to perform there job duties in a proficieftt manner. Existing Situation These vehicles are used to prepare our ball diamonds and maintenance of parks. This was budgeted in the 2000-01 budget, but has yet to be replaced. Project Work Completed These vehicles satisfy the criteria of the City of Lodi's Fleet Policies and Procedures. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $56,250 $56,250 Construction Total $56,250 $56,250 Recommended Funding Sources Capital Outlay Fund $56,250 $56,250 Electric Utility Fund Water Fund Sewer Fund Total $56,250 $56,250 Alternatives Continue to operate vehicles with increasingly higher repair costs and downtime. Project Effect on Operating Budget None -24- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST CTIVITY: Equipment Maintenance REQUEST TITLE: Turf Vehicles Project Description Purchase (3) turf vehicles to replace Cushman 17, 18, and 19. Project Objectives To provide Parks Division employees with safe and reliable equipment to perform there job duties in a profic4nC manner. Existing Situation These vehicles are used to prepare our athletic fields and maintenance of our parks. Project Work Completed These vehicles are currently on a replacement schedule of 10 years and meet the criteria of the Fleet Policies and Procedures. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Continue to operate vehicles with increasingly higher repair costs and downtimes Project Effect on Operating Budget ;one - 25 - $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST 1CTIVITY: Equipment Maintenance REQUEST TITLE: Full Size 'A ton Pickup Truck Project Description . . Purchase one (1) lh ton pickup truck (Vehicle No. 7006) Project Objectives To provide park employees with a safe reliable vehicle to perform there job duties. Existing Situation This vehicle has close to 100,000 miles and qualifies for replacement in the City of Lodi's Fleet Policies and Procedures. This vehicle was budgeted for in the 1999/2000 budget, but has not yet been replaced. Project Work Completed This vehicle meets the City of Lodi's Fleet Policies and Procedures criteria for replacement. Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total $21,500 $21,500 $21,500 $21,500 $21,500 $21,500 $21,500 Alternatives Keep operation this vehicle, disrupting schedules and increasing costs due to breakdowns. Project Effect on Operating budget one - 26 - $21,500 2001-03 Financial Plan and Budget Request CAPITAL MPROVEMENT BUDGET REQUEST \CTIVM: Equipment Maintenance REQUEST TITLE: Mini -Van Project Description Purchase (1) mini -van to replace a 1989 Dodge Caravan (Vehicle No. 7035) Project Objectives 0" Provide safe and reliable transportation for the after school program and coordinator. Existing Situation Currently a motor pool car is being used, whereas the 1989 Dodge is in the shop with major engine problems. It is not going to be repaired due to the cost. Project Work Completed This vehicle has 49,065 miles and was not anticipating replacing. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition 324,000 $24,000 Construction Total $24,000 $24,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives $24,000 $24,000 $24,000 $24,000 Continue to use the motor pool car. This vehicle is in inferior condition and I foresee problems with it in the future. Project Effect on Operating Budget None - 27 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ..CTIVITY: Equipment Maintenance REQUEST TITLE: Mini -Van Project Description Purchase (1) mini -van to replace a 1989 Dodge Caravan (Vehicle No. 7005) Project Objectives ,. r Provide safe and reliable transportation for our Recreation Supervisor Existing Situation This vehicle is used to transport our Recreation Supervisor to sport activities and transport equipment to these grounds. This vehicle was put into the 1999/2000 budget, but has yet to be replaced. Project Work Completed This vehicle has 100,000 miles. It satisfies the criteria of the City of Lodi's Fleet Policies and Procedures. 7chedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $24,000 $24,000 Construction Total 524,000 $24,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives $24,000 $24,000 $24,000 524,000 Continue to operate this vehicle, disrupting work schedules due to breakdowns and downtime. Project Effect on Operating Budget None 2001-03 Financial Plan and Budget Request CAPITAL EMPROVETM ENT BUDGET REQUEST ACTIVITY: Equipment Maintenance REQUEST TITLE: Mini -Van Project Description Purchase (1) min -van to replace a 1987 Dodge Caravan (Vehicle No. 7004) Project Objectives To provide transportation for the Park Superintendent to travel to job sites and attends meetings. Existing Situation This vehicle has close to 90,000 miles and is constantly having mechanical failures. It was budgeted for replacement in the 1999100 budget, but has not yet been replaced. Project Work Completed This vehicle meets the City of Lodi's Fleet Policies and Procedures criteria for replacement. Schedule and Project Costs Prior Project Budaets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $25,000 525,000 Construction Total $25,000 $25,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives $25,000 $25,000 $25,000 $25,000 Continue to operate this vehicle with higher maintenance costs and disruption transportation needs. Project Effect on Operating Budget None - 29 - 2001-03 Financial Plan and Budget Request CAPITAL IlVIPROVEMENT BUDGET REQUEST ICTiVM: Equipment Maintenance BEQUEST TITLE: Mini -Van Project Description Purchase (1) mini -van to replace a 1989 Dodge Caravan (Vehicle No. 7014) Project Objectives ry l To provide safe and reliable transportation for Recreation Supervisor. Existing Situation This vehicle is used by our Recreation Supervisor to go to sporting activities and to transport equipment to these grounds. This vehicle was budgeted in the 2000/2001 budget, but has yet to be replaced. Project `York Completed This vehicle satisfies the criteria of the City of Lodi's Fleet Policies and Procedures. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $24,000 $24,000 Construction Total $24,000 $24,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives 524,000 $24,000 $24,000 $24,000 Continue to operate this vehicle, disrupting work schedules due to breakdowns and downtime. •oject Effect on Operating Budget None - 30 - 2001-03 Financial Plan and Budget Request CAPITAL INUROVEMENT BUDGET REQUEST kCTTVTTY: Equipment Maintenance .LEQUEST TITLE: Boat Replacement Project Description Purchase (1) boat to replace a boat at Lodi Lake. (Boat No. 1) Project Objectives To move docks, watch over and rescue the people that rent the aquatic equipment at Lodi Lake. Existing Situation This boat is over 17 years old. It is in very poor shape. The sides have to be chained to one another to keep them up. It is fiberglass construction and leaks water. The bottom of the boat fills with water every year. This is also the boat that the Police Department used in the recent boating accident on the river. Project Work Completed This boat doesn't meet with the City of Lodi's Fleet Policies and Procedures criteria for replacement. It falls short by 3 years. It is felt the need is definitely here, on the standpoint of mechanic and safety. Schedule and Project Costs Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction _ 19,700 19,700 Total 19,700 19,700 Recommended Funding Sources Capital Outlay Fund 19,700 19,700. Electric Utility Fund Water Fund Sewer Fund Total 19,700 19,700 Alternatives Continue to operate this boat with being unreliable and compromising safety. Project Effect on Operating Budget none - 31 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST \CTIVITY: Equipment Maintenance t1EQUEST TITLE: Tractor Project Description Purchase (1) Tractor/L.oader to replace a 1994 John Deere Tractor (Unit No. 7048) Project Objectives To provide the Parks Department with efficient and reliable equipment to perform there duties. Existing Situation Currently the Parks Division is using a John Deere tractor designed for farm use. It is big and cumbersome. This unit is very limited due to its size. It also has had mechanical problems plaguing it throughout the period we have had it. Project `York Completed This tractor will meet the criteria of the Fleet Policies and Procedures.• Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 Continue to operate under existing conditions and experience the awkwardness and ineffectiveness of the tractor. Increasingly higher repair costs and downtime. \'roject Effect on Operating Budget None -3Z- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST .CTIVITY: Equipment Maintenance REQUEST TITLE: Trim Mower Project Description Purchase (1) trim mower to replace trim mower (Mower No. 325) Project Objectives To provide the Parks Department with a safe and reliable mower to keep the parks looking well groomed. Existing Situation This mower is used to trim the outer acreage of all the parks. Project Work Completed This mower will meet the criteria of the Fleet Policies and Procedures. ,chedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $25,000 $25,000 Construction Total $25,000 $25,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Continue to operate mower with increasingly higher repair costs and downtime. Project Effect on Operating Budget None - 33 - S25,0W $25,000 $25,000 $25,000 2001-03 Financial Plan and Budget Request CAPITAL EMPROVEMENT BUDGET REQUEST .CTIVITY: Equipment Maintenance REQUEST TITLE: Turf Vehicles Project Description Purchase (3) turf vehicles to replace three turf units. Turf vehicles M1, M2 and TV -21 Project Objectives To provided Parks Division employees with safe and reliable equipment to perform there job duties in a proficient manner. Existing Situation These vehicles are used to prepare our athletic fields and maintenance of our parks. Project Work Completed These vehicles are currently on a replacement schedule of 10 years and meet the criteria of the Fleet Policies and Procedures. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Continue to operate vehicles with increasingly higher repair cost and downtimes. Project Effect on Operating Budget None - 34 - $60,000 $60,000 $60,000 $60,000 $60,000 $60,000 560,000 COMMUNITY & ECONOMIC DEVELOPMENT BUILDING PLANNING CODE ENFORCEMENT ENGINEERING ECONOMIC DEVELOPMENT 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: COMMUNITY IMPROVEMENT REQUEST TITLE: PURCHASE ONE MINI -VAN FOR COMMUNITY IMPROVEMENT OFFICER Project Description: Purchase and equip one mini -van to be used for code enforcement related field investigations and inspections by the Community Improvement Officer. N �C Project Objectives: Provide a safe and reliable vehicle for the Community Improvement Officer. A mini -van would allow for storage and better access to the necessary tools, equipment and materials necessary in conducting field inspections for the Community Improvement Division. Existing Situation: This van will replace car "175, which was a police vehicle prior to being utilized by the Community Improvement Division. Car r75 is a 1992 Ford Crown Victoria sedan with 106,201 miles. Project Work Completed: The vehicle is overdue for replacement. Schedule and Proiect Costs Prior Project Budects 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total $25,000 $25,000 Recommended Funding Sources 525,000 General Fleet Fund Projected Effect on Operating Budget - 35 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Building & Safety REQUEST TITLE: Purchase Two Field Inspection Pickup Trucks Project Description: Purchase two t/2 ton pickup trucks with king cabs and 8 -foot boxes. Vehicles to be used for residential and commercial field inspection. Project Objectives: Provide safe and reliable vehicles for the field inspectors. r ti'r'e' Existing Situation: Truck 79 and 89, 1992 Chevrolet S-10'5, have been in service for a full 10 years. They were due for replacement 3 years ago. Truck 79 has 53,170 miles and 89 has 76,324 miles. Both trucks are overdue for replacement. Project Work Completed: N/A Schedule and Projects Costs Prior Budgets 2001-02 2002-03 2003 -Os 2004-05 Phasing Stud Design Acquisition $48,800 Construction Total $48,800 Recommended Funding Sources Capital Outlay Fund Enterprise Funds General Fleet Fund $18,800 Project Effect on Operating Budget - 36 - GENERAL GOVERNMENT LEGISLATION ADMINISTRATION CIN CLERK SUPPORT SERVICES NON - DEPARTMENTAL 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Finance Field Services REQUEST TITLE: Vehicle Replacement Project Description Purchase one (1) replacement vehicle for Field Services use. A Meter Reader uses this vehicle daily. ra•,.•. Project Objectives Provide a safe, reliable vehicle for the Field Services employees. The majority of their duties are in the field, performing scheduled work that must be completed within a certain timetable, usually that day. Existing Situation Vehicle #02088 is a 1990 Plymouth hatchback and has 74,047 miles on the odometer. A Meter Reader uses this vehicle daily to carry equipment used for job duties that include reading electric and water meters and for installation of angle meters. Total repair and maintenance costs are $12,837.62. This vehicle exceeds the recommended replacement guideline of 7 years old/60,000 miles. Project Work Completed The Fleet Committee will approve and make recommendations to locate a vehicle for purchase. Schedule and Project Costs Prior Project Budeets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Enterprise Funds Alternative 322,000 $22,000 The alternative is to continue using the existing vehicle. However, when this vehicle is in the shop for repairs, a motor -pool loaner vehicle is used, which is unable to hold all of the equipment that the employee uses to perform their duties. -37 - FINANCIAL PLAN AND BUDGET Capital Requests CITY OF LODI CALIFORNIA 2001-03 FINANCIAL PLAN & BUDGET CAPITAL BUDGET DETAIL BY ACTIVITY n ^`- 1 -r- v rlx200 R estod :Ctty er Reques�d vCtty er , Y x ? . ,H`� Cost--.v�:a.. Recan�meaded , _Cost eRecomm'�ended«.,�. _ Coinmeiit� a �. Pubtie Safety Police Protection Information Systems 1 Personal Computer replacement plan 60,000 60,000 other funding ie grants Animal Shelter 2 Animal Shelter Expansion 220,000 220,000 2,250,000 2,250,000 financing 3 3,4 Ton CNG truck 40,000 40,000 other funding ie grants Fire Department Emergency Services 4 Tools & Equipment for Quint 70,000 70,000 other funding ie grants 5 Rescue trailer & equipment 34,000 34,000 other funding ie grants 6 1 1/2 Ton Truck to pull command center 49,000 49,000 other funding ie grants Total Public Safety 439,000 379,000 2,3.14,000 2,284,000 Public Utilities Wastewater Utility Services 7 Purchase Pipe Inspector System 16,000 16,000 Wastewater 8 Wastewater - White Slough Facility Upgrade 350,000 350,000 Wastewater 9 White Slough Capital Maintenance 312,000 312,000 1,132,000 1,132,000 Wastewater Electric Utility Services 10 Upgrade server 20,000 20,000 Elec Electric Utility 12 Electric New Building 2,000,000 2,000,000 5,000,000 5,000,000 Elec Electrical Engineering & Operations 13 Personal computers replacement 21,000 21,000 14,000 14,000 Elec 15 Engineering Analysis & Design software 50,000 50,000 50,000 50,000 Elec Electric Construction & Maintenance 17 Line Extensions 1,094,800 1.094,800 1,036,300 1,036,300 Elec 18 Distribution System Improv 1,795,200 1,795,200 1,527,200 1,527,200 Elec, 20 Substation Construction 1,886,250 1,886,250 419,950 419,950 Elec 22 Street Light Improvement 1,484,000 1,484,000 1,487,000 1,487,000 Elec 23 Overhead Wire Puller 40,000 40,000 Elec 24 Flathed trailer 15,000 15,000 Elec 25 Fork=lift 90,000 90,000 Elec 26 High Current Test Set 30,000 30,000 Elec 27 Battery Testing equipment 10,000 10,000 Elec 28 Tapchanger Oil Filter Pumps 23,000 23,000 Elec 29 Substation Block Wall 100,000 100,000 Elec Total Public Utilities 9,278,250 9,278,250 10,725,450 10,725,450 Transportation Streets and Flood Control Streets Division 30 Tree Plantingl mWscape - Hutchins St 182,000 182,000 streets/ elec grant Tonal Tmnsportation 182,000 182,000 - - Leisure, Cuituml, & Social Services Parks & Recreation Capital 150,000 150,000 150,000 150,000 GF capital 31 Salas Park backstop (50,000) 32 Small projects (20,000) 33 Shade structure (25,000) 34 Nfarocom irrigation kofu (20,000) 35 Maxicom irrigation Salas (25,000) 36 Maxicom irrigation Beckman (20,000) 37 Slurry Seal for Natrue Trail (10,000) 38 Lodi Lake Parking lot (100,000) 2001-03 FINANCIAL PLAN & BUDGET CAPITAL BUDGET DETAIL BY ACTIVITY rK�-�a-^ �?..i s �,. '.rte':.• '�. � I^�u� �1,.Y_,,?' .-a, . 39 Lodi Lake Pedestrian Trail Phase II 500,000 500,000 undetermined 40 Aquatic Center 225,000 225,000 2,000,000 2,000,000 Financing 41 DeBendetti Park Development 200,000 200,000 1,000,000 1,000,000 Financing 42 Indoor Sports Center 200,000 200,000 4,050,000 4,050,000 Financing 43 Replace duplicator 10,000 10,000 Equip Rep 44 Floor Lift 16,000 OF capital 45 1/2 Ton Pickup Truck 26,000 OF capital 46 Skate park 538,000 538,000 OF capital/ Elec benefits Cultural Services Community Center 47 Table & Chain Replacement for Kirst Hall 43,660 20,000 20,000 OF Equip Library Lib Trust 51 Renovation & ADA compliance 30,000 30,000 30,000 30,000 CDBG 52 Checkout equipment 13,500 13,500 Lib Trust 53 Upgrade computer system 270,000 270,000 grants 54 Workstations 10,000 10,000 100,000 - Private sector trust for yr 1 Total Leisure, Cultural & Social Services 1,962 160 1,896,500 7,600,000 7,520,000 Communkh & Economic Development Construction Development Building and Safety 55 Microfiche conversion to CD ROM 15,215 15,215 OF capital 56 Field Inspection Pickup Truck 24,400 24,400 OF capital Engineering 57 Purchase 1/2 ton Pickup 30,000 30,000 Water/ Ww Total Community & Economic Development 69,615 69,615 - - General Government Non -Department 58 Replace High Speed copier 37,000 37,000 equip replacement City Clerk 59 Fortis Software Upgrade/Support 7,425 7,425 7,425 7,425 OF capital 61 Microfiche Printing - Fortis 5,750 5,750 one time expenditure 63 Purhase Image Scanner 4.000 - part of Inf Systems rept Information Systems 64 LCD projectors (6) 27,000 - part of Inf Systems repl 65 Replace City Hall Server 16.000 - part of Inf Systems rept 66 Information Systems Replacement 75,000 75,000 75,000 75,000 OF capital 67 JDE consultant services - HR module 100,000 100,000 OF capital/Elec & wlww Organizational Support Services 68 Meter Reader Vehicle 22 000 22,000 Elect Public Works Facilities Services 69 Vehicle for Const Proj :Manager 22.000 22,000 GF capital 70 HVAC replacement - Library 10,000 10,000 600,000 600,000 electric grant - NCPA 71 Roof Replacement - Fire Station #3 26,570 26,570 OF capital 72 HVAC replacement - Fire Station =`3 39,000 39,000 GF capital/ Public Benefits 73 Roof Replacement- White Slough 22,000 22,000 WW 74 Purchase one pickup truck 29,000 29,000 OF capital Total General Government 442,745 395,745 682,425 682,425 TOTAL CAPITAL BUDGET 12,373,770 I -r'---12,201,110 21ri51,875 1 == ' 21,211,875 i Debt Service: General Fund 1,275,205 1,275,205 1,267,895 1,267,895 Electric Fund 1,391,435 1,391,435 1,391,435 1,391,435 Water Fund 227,975 227,975 227,975 227,975 Wastewater Fund 812,385 812,385 817,465 817,465 TOTAL CAPITAL BUDGET & DEBT SERVICE �..�®e = 16,080,770 { , _ 15,908,;10 t -25,056,645j :- 24,916,645 1 ®mem 2001-02 FINANCIAL PIAN & BUDGET CAPITAL BUDGET DETAIL BY ACTIVITY FUNDING SOURCES: GENERAL FUND - CAPITAL 950,035 232,425 GENERAL FUND -EQUIP REPL 67,000 20,000 LIBRARY- TRUST 23,500 - FINANCING 845,000 9,300,000 CDBG GRANT FUND 30,000 30,000 STREET TDA 150,500 - ELECTRIC FUND 393,775 707,000 ELECTRIC FUND -LONG-TERM 6,360,250 9,470,450 WATER FUND 19,025 - WASTEWATER FUND 703,025 1,148,000 Undetermined 500,000 Other Grants 159,000 304,000 TOTAL CAPITAL BUDGET _12,201,110 j 21,211„873_) General Fund Debt Service 1,275,205 1,267,895 Electric Fund Debt Service 1,391,435 1,391,435 Water Fund Debt Service 227,975 227,975 Sewer Fund Debt Service 812,385 817,465 TOTAL CAPITAL BUDGET & DEBT SERVICE -24,916,645 1 PUBLIC SAFETY POLICE FIRE GRAFFITI ABATEMENT 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Police Department - Information Systems REQUEST TITLE: Personal Computer Replacement Plan Project Description To provide periodic replacement of the Personal Computers throughout the Lodi Police Department. Project Objectives Provide for the systematic re4placement of the personal computers in use throughout the Lodi Police Department. This replacement plan would allow us to replace 30 computers per year, which would provide for a three-year replacement program. Existing Situation The Lodi Police Department has in excess of eighty (80) personal computers including desk tops and lap top computers with no provision for the replacement of these units. Current industry standards dictate that there is almost a complete hardware and software infrastructure change every three years making equipment obsolete. Currently 40% of our equipment is performing below industry standards, which affects productivity of employees. Without a hardware replacement schedule we will not be prepared to handle the latest and most up to date applications available on the market. Schedule and Project Costs Prior Project Budgets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition $60,000 $60,000 $60,000 $180,000 Construction Total $60,000 56U,000, Recommended Funding Sources Capital Outlay Fund Enterprise Funds The PC market is highly volatile, therefore price may vary substantially on a month to month basis. The quoted price ($2,000 x 30 per year) should allow for such fluctuations. -i- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Police Department REQUEST TITLE: Replacement of Animal Shelter Facility Project Description Construct an animal facility compliant with State law and that meets Lodi's projected requirements for animal welfare and control Project Objectives The project objectives are: • Compliance with newly mandated State laws regarding lower kill rates of animals, mandatory spay/neuter of animals released for adoption, longer holding periods of impounded animals, provision of medical care for all "treatable" animals, increased record keeping requirements and the development of public/private collaborations. • Compliance with American Disability Act • Meet the growing needs for animal control as well as animal welfare and population control Existing Situation The Lodi Animal Shelter was built in the 1960's to service a community of approximately 26,000. As most shelters built at that time its purpose was to be a "dog pound" i.e. a place to impound stray and vicious dogs before euthanizing them. The facility was not built for animal welfare or protection from contagious illnesses. The state holding requirements were minimal. There was little effort made to find adoptive homes or to educate the community of the need for animal population control. The current shelter cannot meet the newly mandated State laws or fulfill the expectations of a community eager to provide more humane animal care. It is operating beyond its capacity for the number of animals Lodi needs to serve. Present conditions result in hundreds of healthy animals being destroyed because of lack of housing or resultant illnes from overcrowding. Project Work Completed The current staff and volunteers have done an outstanding job of improving the image of the shelter by increasing adoptions, licensing and providing spay/neuter programs — all resulting in decreased euthanasia of healthy pets. However, the current and projected increases in Lodi's animal population far exceed our shelter's present capacity. Schedule and Project Costs Prior Project Budgets 200I-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Enterprise Funds 250,000 250,000 2,250,000 2,250,000 250,000 2,250,000 2,500,000 Project Effect on Operating Budget: Staff expects the 2001-03 operating budget will not be impacted. They will evaluate the possible impact on the operating budget for the 2003-05 Financial Plan and Budget. - 2 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Fleet Services/Police Department REQUEST TITLE: Animal Services Truck Project Description Purchase (in FY 2001-2002) of a3/. ton CNG truck with attached specialized body and associated equipment for Animal Services Officer use in accomplishing designated duties. This vehicle would be an increase in fleet size, bringing the total number of such trucks to three. Project Objectives 1) Provide the Animal Services unit of the Lodi Police Department with an adequate number of appropriate vehicles to allow for efficient and effective performance of daily operations, especially in light of recent increases in staffing. 2) Begin to upgrade the fleet of Animal Services trucks to a safer, more humane, and more efficient style of vehicle. Newer trucks that are in service in this field are equipped with air conditioning for the animal transport box, ramps for leading large animals into the vehicle, and other features designed for safe handling and transport of animals. 3) Place in service for primary use an alternative fuel vehicle (specifically CNG), which is a city fleet planning objective. A CNG vehicle would also improve humane conditions for the animals, in that exhaust fumes would not be a factor during transport. Similarly, employees working around the box while the vehicle is idling (a likely situation during the summer when the A/C is running) would not be exposed to such fumes. Existing Situation The Animal Services Unit has been equipped with two trucks since the 1960's. This was commensurate with it's staffing until recently, when a third (part-time) position, and then a fourth (full-time) position was added. These increases were designed to improve the level of public service and allow for more humane and efficient treatment of animals in the unit's care. However, this has necessitated an increase in fleet size to accommodate the staff. Their fleet consists of a 1991 Dodge with 67,000 miles and a 1995 Dodge with 31,000 miles. In the event that one of these vehicles is out of service, the entire unit staff (four personnel) would be attempting to work out of one vehicle. The addition of a new vehicle would give them two primary use vehicles and a backup vehicle, an appropriate arrangement for the extant staffing level. Schedule and Proiect Costs Prior Project Budgets 2001/02 2002103 Total Acquisition Total Recommended Funding Sources Capital Equipment Fund Total $40,000 $40,000 $40,000 $40,000 $40.000 $40,000 $40,000 $40,000 It is estimated that the project will cost approximately $40,000, including the purchase of the vehicle itself, and adding the specialized body, equipment and two-way radio needed to perform required operations. The CNG upgrade will be paid for with grant funding (upgrade amount is not included in the above figure.) A 25% rebate on the total cost of the project is likely through grant funding. 01-03 CIBR ASO Truck.doc - 3 - �_- 7of et M Hager D e 03107/01 2001-02 Financial PIan and Budget CAPITAL EQUIPMENT BUDGET REQUEST ACTIVITY: Emergency Services - Fire REQUEST TITLE: Tools & Equipment for New Truck/Quint Project Description: Inventory of tools and equipment for truck/quint. Project Objectives: Provide emergency equipment for new truck/quint that will be stationed as a combination truck/engine company at Fire Station 1#1. Existing Situation: Currently Fire Station 1#1 houses both an engine and a truck company. During the 2001-2002 budget year Fire Station n4 will be completed and the engine from Fire Station 1#1 will be relocated to Fire Station 1#4. The new tiller truck will be utilized for the next few years as a stand alone combination truck/enQine company. The new truck is scheduled to be completed around January of 2002 and then an approximate four-month period of training prior to being placed in service. The truck comes without any tools or equipment and funding is needed to acquire the equipment to place this apparatus in service and follow the plan for staffing and equipment. The reserve truck will be maintained with the full complement of tools and used when the tiller/quint is out of service for maintenance or on multiple alarm fires. Schedule and Project Costs 2000-01 2001-02 2002-03 Total Phasing Study Acquisition 70,000.00 70,000.00 Construction Total 70,000.00 70,000.00 Recommended Funding Source Capital Equipment Fund Total 70,000.00 70.000.00 Alternatives: 1. Defer replacement to a subsequent budget year and utilize current truck. 2. Continue to utilize the existing vehicles. - 4 - 2001-02 Financial Plan and Budget CAPITAL EQUIPMENT BUDGET REQUEST ACTIVITY: Emergency Services - Fire REQUEST TITLE: Rescue trailer and equipment (Light Operation Level) Project Description: Establishment of "Light' Rescue Operational Level capability with equipment and trailer for storage and transport to emergency scenes. Project Objectives: To ensure that the Fire Department has adequate tools and equipment to meet San Joaquin County "Light" Operational Level and State of California criteria (ICS-US&R —120-1). Purchasing this equipment fulfills the needs within the scope of the Lodi Fire Department "Self Assessment" document Criterion SE: Technical Rescue. Existing Situation: The City of Lodi has adopted the "Standard of Coverage" / "Self Assessment Document" for the Fire Departments. Lodi Fire Department is also involved with San Joaquin County USAR and adheres to San Joaquin County guidelines for training and equipment. Utilizing the Self -Assessment document, the Technical Rescue Team has determined a need to meet the San Joaquin Counties requirement for a "Light Operational" equipment cache. The equipment cache will assist the Fire department personnel in the event of an emergency situation involving structure collapse, flood etc. The Technical Rescue Team evaluated the level of service needs for the community and determined the "light operational' level will meet the needs of the City of Lodi. The equipment is required to maintain the minimum level of equipment to effectively handled rescue emergencies until mutual aid and heavier duty equipment can arrive. The Mokelumne Fire District and the Woodbridge Fire District maintain "medium operation level' equipment and certification. The requested items are required by OSHA maintain minimum operational capabilities. COST SUM MARY Nater Rescue S10,000 Ropes & Hardware S3,000 Confined Space $7,000 Trench Rescue $2,000 USAR $4,000 Trailer $S,000 Total $34,000 Schedule and Project Costs: Budgets 2000-01 2001-02 2002-03 Total Phasing Study Acquisition 34.000•00 34.000•00 Construction Total 31,000.00 34,000.00 Recommended Funding Source Capital Equipment Fund Total 34,000.00 34,000.00 ALTERM-MVES Maintain current position -5- 2001-02 Financial Plan and Budget CAPITAL EQUIPMENT BUDGET REQUEST ACTIVITY: Emergency Services - Fire REQUEST TITLE: 1'/z Ton Truck for Mobile Incident Command Trailer Project Description: Truck for towing joint Police Department/Fire Department Mobile Incident Command Trailer, which Police purchased through funding received from grants. Project Objectives: Purchase a truck having the capacity to tow an 13,000 pound trailer. The ability to locate a mobile incident command trailer at an emergency scene is critical to the effective mitigation of any serious emergency. Existing Situation: The Police Department received funding through a grant to purchase a trailer to be utilized at major emergencies as an incident command center. The cooperative effort between The Fire Department and Police Departments developed a plan to jointly develop the trailer to serve the needs of both departments. Both agencies will most likely be at scene of all major emergencies. The initial plan was discussed by the Police Chief, Fire Chief and City Manager. It was agreed upon that the Fire Department will submit a budget request for a truck to tow the trailer and for both the truck and trailer to by housed at a Fire Station. This will protect both pieces of equipment and allow quick response to the emergency, as dictated by the emergency and requested by the Incident Commander. This provides for a better utilization of the Joint Command structure by placing both Police and Fire at the same location. COST 1 'h ton Truck 42,000 Code 3 package 2.500 Radio equipment 5.500 TOTAL $49,000 Schedule and Project Costs: 2000-01 2001-02 2002-03 Total Phasing Study Acquisition 49,000.00 49,000.00 Consnction Total 49,000.00 49,000.00 Recommended Funding Source General Fleet Fund Total $49.000.00 549.000.00 ALTERINNATI VES 1. Do not purchase truck. 2. Police Department purchase. 3. Defer replacement to a subsequent budget year. - 6 - PUBLIC UTILITIES ELECTRIC WATER WASTEWATER 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works — Water/Wastewater Division REQUEST TITLE: Pipe Inspector and Rehabilitation System Project Description Purchase Pipe Inspector and Rehabilitation System (Data Cap 3.0 Data Acquisition System) to replace existing non-operable computer and components in the TV van, Vehicle No. 04-032. Project Objectives I . To replace existing computer software and components. 2. To dispose of existing equipment by trade-in or at auction. Existing Situation Existing computer and sofhvare system was purchased in 1992. The existing computer is outdated and is not compatible with the neve equipment purchased from QCUES. The Data Cap 3.0 Data Acquisition System will increase our capabilities with digital image and event capture, pipeline schematic generation with defects noted to corresponding footage, report printing, and customize formatting of report. The system software will be titicrosoft Window's 9S. Video files and inspection data can be exported into other data bases and other computers which would be an invaluable tool during the Eastside project upgrading the sanitary sewer system. Project Work Completed Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-2002 2002-03 Total Phasing Study Design Acquisition/Vehicle Replacement S16,000 516,000 Construction Total 516,000 516,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Nater Fund ~Wastewater Fund 516.000 $16.000 Total S 16,000 S16,000 Alternatives Continue to do reports manually or not have report information available. Project Effect on Operating Budget -7- 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Wastewater REQUEST TITLE: White Slough Water Pollution Control Facility Upgrade Project Description: Predesign services for the future expansion of White Slough Water Pollution Control Facility. Project objectives or Pre -desist, Phase: Comply with the scheduling requirements in the recently issued discharge permit; implement needed improvements to the facility that will enable the plant to reliably meet provisions in the current discharge permit; repair and/or upgrade other portions of the plant to improve satiety, maintainability and overall component reliability; identify the type and location of secondary treatment facilities that will be required in the future; identity points of connection and space assignments for the provision of tertiary treatment facilities that may be required or desired in the future; and to prepare the documentation necessary for obtaining State Revolving Loan financing of the project. Existing Situation: Under the discharge permit recently issued by the State, White Slough Water Pollution Control Facility must comply with the scheduling requirements in that permit. The City could face fines and other regulatory sanctions if these schedules are not met. There are portions of the plant that must be repaired and/or upgraded to maintain the current nitrification. Also, work that was deferred under the previous expansion must now be completed. Project Work Completed: The Treatment Plant Master Plan and monitoring studies. Schedule and Project Costs Prior Project Budgets 2001-2002 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund water Fund Sewer Fund Total 'Page 1-34 of master Plan —Land needs not definite at this time Uternatiyes Do nothing and limit growth 370,000 350,000 V V)o o xl• 350,000 $1,390,000 n7 ^ 350,000 to be determined Project Effect on Operating Budget - None for this project. However the final result of the design work will, of course, impact the operating budget in future years. -8- 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Wastewater Treatment REQUEST TITLE: White Slough Water Pollution Control Facility Capital Maintenance Project Description Major replacements and repairs of facility components and equipment. Project Objectives Maintain reliability and efficiency of wastewater treatment facilities. Existing Situation The City's wastewater treatment facility was originally constructed in the mid 1960's. Various components, as listed, are in need of major repair or replacement, independent of future improvements to the facility. Other components have been identified as needing repair or replacement in a Component Reliability Study performed by the City's Wastewater Master Plan consultant. Excerpts from that study are attached which better define the work recommended. Schedule and Project Costs Project Fiscal Year 2001-2002 2002-03 2003-04 2004.05 Total *Roadway Improvements (CM) S 30,000 S 30,000 S 30,000 S 30,000 S120,000 **Variable Frequency Drive Replacements (CM) S 70,000 S 70,000 $140,000 *Digester Cleaning S 5,000 S 55,000 S 55,000 S 55,000 $170,000 Aeration Basin pH Control Chemical Addition S 92,000 S 92,000 Chlorine Residual Monitor Replacement S 55,000 S 55,000 Replacement Comminutors with Screens S 30,000 S325,000 S325,000 5680,000 Restore Gate Operability at Headworks S 5,000 S 56,000 S 61,000 Enlarge Capacity of Industrial Influent Pump S 5,000 S 72,000 S 77,000 Temporary Clarifier Chemical Feed System S 5,000 5290,000 S290,000 RAS and WAS Pump Modifications S 30,000 S 30,000 Liquid HypochloriteBisulfite Disinfection S 15,000 5260,000 5275,000 * These projects had funds approved in the 1999/01 Capital Improvement Budget but was unable to complete during that budget cycle. **This project had originally been scheduled through the 2003/04 budget cycle. Acceleration is requested to complete this task in a more timely manner Notes: All funding from Wastewater Capital Outlay Funds, 17.2 (CM) means Capital Maintenance Project account automatically appropriated with budget. Alternatives For slight reductions, roadway and equipment replacement projects can be deferred. Project Effect on Operating Budget Minor reductions in electrical and labor costs. -9- 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Services REQUEST TITLE: Upgrade Electric Utility Exchange Server and Software PROJECT DESCRIPTION Upgrade local area network exchange server and software. This upgrade will improve the email system reliability, provide for future expansion, and future communication capabilities. PROJECT OBJECTIVES Project provides sufficient system capacity and capability to ensure: • Long range needs of the Department. • System reliability. • Modem and Internet access. • Email data storage and backup functions. • Improved NCPA and USA access. I EXISTING SITUATION Over the last few years, with workstation additions and increased email traffic, the Electric Utility Department email system has been operating near capacity. Coupled with the increasing dependency on the local area network capabilities, the Department initiated a hardware/software study to identify viable expansion options. Out of this study the above objectives were identified based upon system needs and Department business objectives. This project will upgrade an existing 5 plus year old server and increase email reliability_ In addition, this upgrade coupled with the new server' provides the City with the flexibility and capability necessary for present and future demands of the Electric Utility Department in a competitive deregulated market place. SCHEDULE AND PROJECT COSTS Prior Project Budgets 2001-02 2002-03 Total Phasing Study Design Acquisition $20,000 $20,000 Construction Total $20,000 $20,000 Recommended Funding Source Capital Outlay Fund Due to a server failure in February 1997, the server was replaced with a Compaq Pro]iant Raid 5 server. -10- 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ALTERNATIVES Continue to operate with existing network topology (not recommended). The Department will not have _the necessary ability to operate effectively and efficiently. The equipment's age is nearing the end of it's useful life. IMPLEMENTATION Upon approval, following City bidding and purchasing procedure, purchase necessary hardware and software in both the 2001-02 and 2002-03 Fiscal Years. 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Services REQUEST TITLE: Electric Utility Service Center PROJECT DESCRIPTION This project consists of a multi year program to design, engineer and the construction of a new Electric Utility Service Center at Guild Avenue and Thurman Street on City owned property. The presently occupied facility at Ham Lane and Kettleman Lane will be modified for other departments included in the Public Works Capital Budget. PROJECT OBJECTIVES The objective of this project is to provide adequate space and facilities for the City's field gperations and maintenance departments and divisions for current operations and for 20 to 30 years of growth. The existing Electric Utility facility has gone through three (3) major renovations and is limited in future possibilities with no available space. This project is currently in preliminary design phase. The City Council has previously approved the purchase of property at the Guild Avenue/Thurman Street site, adjacent to the Reid Industrial Substation. A preliminary design effort to detail space planning and layout is underway with the thought that a construction project utilizing design/build concepts would take place in 2001-2003. Other departments are evaluating options at the Municipal Service Center facility including the possible relocation of the Parks Maintenance corporation yard from its decrepit facility behind the Parks & Recreation Office at 125 N. Stockton Street. EXISTING SITUATION The Electric Utility Department, the Public Works Water, Sewer, and Fleet Services Divisions, and the Purchasing Office are currently housed in the existing Municipal Service Center, which was constructed in 1971. City growth and expansion of services since that time have caused extreme overcrowding in these facilities. Relocation of the Electric Utility Department must take place before any substantive work is begun at the present facility at 1331 South Ham Lane. PROJECT WORK COMPLETED Alternative analysis, site acquisition, and preliminary budget costs. SCHEDULE AND PROJECT COSTS Phasing 2001-2002 2002-2003 Project Total Design/Construction $2,000,000 $3,000,000 $5,000,000 Total $2,000,000 $3,000,000 $5,000,000 PROJECT EFFECT ON OPERATING BUDGET Negligible. 2001-03 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Engineering and Operations REQUEST TITLE: Personal Computers (replacement) PROJECT DESCRIPTION Purchase new computers (total of 10) for replacement of existing machines within the Engineering and Operations Division. PROJECT OBJECTIVES Replace existing machines with new high speed and large capacity memory personal computers in order to operate effectively and efficiently with the latest software upgrades already acquired through the software maintenance programs, especially AutoCad. In addition some older machines will need replacement during this fiscal period. EXISTING SITUATION The software being written for such programs as AutoCad requires computers with large memory and high processing speed in order to fully utilize the capabilities of the software. Therefore, the machines (3) used by the Estimators are recommended for replacement during the 2001-02 fiscal year. Two other machines are recommended for replacement during the 2002-03 fiscal year. The Metering Section has one computer which is utilized exclusively for data retrieval and "phone home" events in the remote meter reading program. This machine is unreliable and limited by its processing speed and memory. It is recommended that this machine be replaced with a laptop unit. A laptop unit can be used for the described function and also double as a back up machine for an existing laptop being used for field data retrieval and meter programming. This Section also has a desktop machine used continually in the meter testing function, for data management and general usage. This machine, due to its age, operates very slowly in this large data management function. It is recommended that this machine be replaced this fiscal year. The remaining five machines are all going to require replacement during the 2001-03 fiscal period due to the age and capabilities of the machines. It is recommended that the one for the Administrative Clerk be replaced this fiscal year. The rest (4) will be replaced next fiscal year. - 13 - 2001-03 Financial Plan and Budget CAPITAL BUDGET REQUEST Personal Computers (continued) SCHEDULE AND PROJECT COSTS Prior 2001-02 2002-03 2003-04 2004-05 Project Total Budget Phasing Study Design Acquisition $21,000 $14,000 $35,000 Construction Total $21,000 $14,000 $35,000 Recommended Funding Source Electric Utility Fund ALTERNATIVES $21,000 $14,000 $35,000 Total $21,000 $14,000 $35,000 Do nothing. Not recommended. Efficiency and the ability to fully utilize the existing software are lost. Unreliable machines will impact the daily operation. IMPLEMENTATION Upon approval, the computers will be purchased. - 14 - 2001-03 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Engineering and Operations REQUEST TITLE: Engineering Analysis and Design Software (budget augmentation) PROJECT DESCRIPTION Purchase Engineering Analysis and Design Software to be utilized in the Engineering and Operations Division. Retain outside services to build database, select software and implement system. PROJECT OBJECTIVES Implement a computer based Engineering Analysis and Design System. EXISTING SITUATION The Engineering and Operations Division at present have no analysis and design tools to assist in the tasks of electric system optimization, planning and protection. Software packages are available that will provide a number of parameters of an electric distribution system which in turn assist engineering personnel in designing, optimizing and fully utilize the distribution system in the most cost efficient and reliable manner. These systems will calculate load currents, voltage drops, fault currents, etc. all to assist the engineer in designing and optimizing a system. "What if" scenarios and electric system switching options can also be studied. Such studies will show transformer and other system component loadings under the study conditions and will flag overloads and miscoordinations. This type of tool will provide the engineer with valuable information and will result in the electric system being utilized to its optimum configuration and capability. The Department has been budgeting for this type of software system but has yet to purchase. Several systems have been investigated for their user friendliness. One item has surfaced as common to all systems. The Department needs to have an extensive database built in order to reap to benefits of any of the available systems. Staff time to have such a database built is not available. Therefore, it is recommended that existing authorized funding ($80,000) for the Engineering Analysis and Design System be augmented with additional funding for the data base building component of the project. SCHEDULE AND PROJECT COSTS - 15 - Prior 2001-02 2002-03 2003-04 2004-05 Project Total Budget Phasing Study Design Acquisition $80,000 $50,000 $50,000 $180,000 Construction Total $80,000 $50,000 $50,000 $180,000 Recommended Funding Source Electric Utility Fund $80,000 $50.000 $50,000 $180,000 Total $80,000 $50,000 $50,000 $180,000 - 15 - 2001-03 Financial Plan and Budget CAPITAL BUDGET REQUEST Engineering Analysis and Design Software (continued) ALTERNATIVES Implement a system within present appropriation. Not recommended. Such a system would have very limited capabilities until a sufficient database is built. It is not realistic to assume that the databases can be built with existing staff. The result would be a system yielding little if any real useful information and therefore likely would not be utilized by staff. Do nothing — not recommended. This alternative would leave the Department status quo and would prevent the Department from optimizing system design and forego available savings to the City as well as savings to the customers from a more reliable and efficient system. IMPLEMENTATION Upon approval, a vendor will be selected to develop the necessary database, select the appropriate system and implement same for use by engineering staff. - 16 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Line Extensions - Service Connections - Substructures — Revenue Metering PROJECT DESCRIPTION This project provides for extensions of existing facilities to serve new electrical loads in subdivisions and developments for all customer classes including associated revenue metering facilities. Work will be done by Department personnel as part of the Capital Maintenance expenditure program. PROJECT OBJECTIVES • Extend existing distribution facilities to serve new loads as they develop within subdivisions and developments. • Connect customer service entrance facilities to the City's electric distribution system. • Install substructures (vaults, conduits, etc.) to accommodate the distribution facilities indicated above. The developer has the option of contracting for this element with the City (City is reimbursed for all costs) or contract with the private sector. • Install revenue metering facilities. Funding is included for the purchase of remote readable meters for the larger commercial and industrial customers. I Business Unit Title and Number Line Extensions (Business Unit # 161651) Service Connections (Business Unit # 161653) Substructures (Business Unit # 161655) Revenue Metering (Business Unit # 161656) EXISTING SITUATION 2001-02 2002-03 S700,000 S650,000 170,000 150,000 125,000 120,000 99,800 116,300 Total: 51,094,800 $1,036,300 At present, based on the Electric Utility Department's Rules and Regulations, Line Extensions, Service Connections and Revenue Metering are performed by Department staff and provided at the City's expense. SCHEDULE AND PROJECT COSTS Prior Project Budqets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study 'Design Acquisition Construction S1,094,800 S1,036.300 S1,005,000 51,005,000 S4,141,000 Total $1,094,800 $1,036,300 $1,005,000 51,005,000 $4,141,000 Recommended Funding Source Electric Utility Fund 51,094,800 $1,036,300 S1,005,000 51,005,000 54,141,000 Total $1,094,800 $1,036,300 S1,005,000 51,005,000 54,141,000 ALTERNATIVES Have Line Extensions, Service Connections and Revenue Metering funded by advances from the developers. This would require a change to the Rules and Regulations. IMPLEMENTATION This project is implemented as required by developments within the City. -17- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Distribution System Improvement PROJECT DESCRIPTION This project provides for various construction projects to increase overall system capacity, reliability and operating flexibility to serve the electric load under normal and emergency conditions. The Dusk to Dawn lighting is also included under this project. Work will be done by department personnel as part of the normal operation of the Capital Maintenance expenditure program. PROJECT OBJECTIVES The objectives of this project are to meet the service requirements as outlined under "Project Description" above. Specific projects have been identified below. However, funding for unidentified projects is included based on past experience regarding such improvement projects during any fiscal period. Fiscal Year: 2001-02 Rebuild downtown underground distribution system (rebudget, phase 1 of 2). Construct underground feeder, Henning Substation to Cochran Rd. at WID Reconstruct get -a -ways at McLane Substation Reconstruct underground secondary, Royal Crest and Tejon areas. Reconstruct #6 cu. overhead lines, various areas. Reconstruct overhead line, Turner Rd. to LeBec Ct. Reconstruct overhead line, Cochran Rd. Install capacitor banks (2). Dusk to Dawn Lighting. Fiscal Year: 2002-03 Rebuild downtown underground distribution system (rebudget, phase 2 of 2). Construct underground feeder, Harney at Ham to Mills at Century (part 1). Reconstruct underground secondary, English Oaks area. Reconstruct #6 cu. overhead lines, various areas. Reconstruct get -a -ways at Killelea Substation Install capacitor banks (2). Dusk to Dawn Lighting. Account Title and Number 2001-02 2002-03 Distribution System Improvement (Business Unit# 161652) $1,793,000 $1,525,000 Dusk to Dawn Lighting (Business Unit # 161654) 2,200 2,200 Total: $1,795,200 $1,527,200 EXISTING SITUATION The Electric Utility Department is responsible for providing adequate, reliable quality power at all times to the City of Lodi. Accordingly the funding level of this project is established based on past experience coupled with identifiable and necessary projects. The Dusk to Dawn lighting program is performed in response to customer requests for such lighting. 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST Distribution System Improvement SCHEDULE AND PROJECT COSTS Recommended Funding Source Electric Utility Fund Total ALTERNATIVES None IMPLEMENTATION $1,795,200 $1,527,200 $1,500,00 $950,000 $5,602,000 $1,795,200 $1,527,200 $1,500,00 $950,000 $5,602,000 Upon approval, the above projects will be scheduled and constructed during the identified fiscal periods. Undefined projects and Dusk to Dawn Lighting will be constructed based on customer demand - 19 - Prior Project Budgets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction $1,795,200 $1,527,200 $1,500,00 $950,000 . $5,602,000 Total $1,795,200 $1,527,200 $1,500,00 $950,000 $5,602,000 Recommended Funding Source Electric Utility Fund Total ALTERNATIVES None IMPLEMENTATION $1,795,200 $1,527,200 $1,500,00 $950,000 $5,602,000 $1,795,200 $1,527,200 $1,500,00 $950,000 $5,602,000 Upon approval, the above projects will be scheduled and constructed during the identified fiscal periods. Undefined projects and Dusk to Dawn Lighting will be constructed based on customer demand - 19 - 200-03 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Substation Construction PROJECT DESCRIPTION This project provides for various construction projects within the four substations to provide normal and emergency capacity to serve the electric load and improve operating flexibility. This work will be done by Department personnel as part of normal operations of the Capital maintenance expenditure program as well as by outside contractor. PROJECT OBJECTIVES Specific projects, as shown below, have been identified for construction during this fiscal period. Fiscal year 2001-02 Killelea Substation Reconstruct 60 kV bus, construct control building, 12 W bus structure including power circuit breakers, relays, get -a -ways, perimeter fencing, oil retention structures and acquisition of land (Additional funding requested here, total cost of project $3,435,000). I $1,750,000 McLane Substation Reclosing relays 47,000 Battery system capacity increase 14,500 Phone line isolators 7,750 Total: $1,886,250 Fiscal year 2002-03 Henning Substation 12 W circuit breaker and get -a -way 67,000 Reclosing relays 47,630 Battery system capacity increase 14,545 Phone line isolators 7,775 New West Side Substation Study and design of substation 350,000 Construction of this station is expected during 2003-05 fiscal period at an estimated cost of $4,100,000. Total: $419,950 Business Unit Title and Number 2001-02 2002-03 Substation Construction (Business Unit# 161657). S1,886,250 5419,950 Total: S1,886,250 $419,950 11K•t 2001-03 Financial Plan and Budget CAPITAL BUDGET REQUEST Substation Construction (continued) EXISTING SITUATION The Killelea Substation replacement project was initiated in the 1999-2001 fiscal period with funding appropriated for study and design during the1999-2000 fiscal year and funding for phase 1 construction during the present fiscal year. The study has indicated that a complete replacement of all components, with the exception of the power transformers, is the most economical option. It has also been determined that an open 12 kV bus structure is the preferred option. However, this option will require the acquisition of additional property. Based on the results of the study the estimated overall project costs are $3,435,000. This budget request coupled with earlier appropriations will fund the overall project. McLane and Henning Substations. At the time these stations were designed the City did not operate with automatic reclosing of circuit breakers and therefore did not have reclosing relays incorporated into the design of the stations. In order to improve the service restoration time i.e. reduce the length of some outages it is recommended that reclosing relays be retrofitted into each station. The battery backup systems in each of the stations are required to operate the stations during a loss of incoming power. These battery systems are limited in capacity and are approaching the end of their useful life. The continued expansion of System Control and Data Acquisition (SCADA) facilities in each station also places an additional load on the battery systems. Therefore, it is recommended that the battery backup systems be replaced with higher capacity systems to provide reliable and sufficient power fore the statiolns to operate during power outages. The SCADA system communicates via telephone lines leased from PacBell. PacBell are now requiring isolation on all such lines to avoid excessive voltage being impressed on their lines terminating in substations. This budget request includes funding for phone line isolation at each station. Note: such isolation already exists at Industrial Substation and is incorporated into the design of the new Killelea Substation. Load growth in the southwest section of town requires that the last available 12 kV distribution circuit from Henning Substation be installed at this time. Funding for this circuit is included with this request. New West Side Substation. Funding has been included in this fiscal period for the study and design phase of the new west side substation. Construction in expected during the 2003-05 fiscal period. SCHEDULE AND PROJECT COSTS Prior Budgets 2001-02 2002-03 2003-04 2004-05 Project Total Phasing Study Design $350,000 5350,000 Acquisition $150,000 $150,000 Construction $1,736,250 $69,950 53,750.000 5250,000 55,806,200 Total 51,886,250 5419,950 53,750,000 $250,000 56,306,200 Recommended Funding'Source Electric Utility Fund $1,886,250 $419,950 53,750,000 $250,000 S6,306,200 Total $1,886,250 $419,950 53,750,000 $250,000 56,306,200 ALTERNATIVES Do nothing (not recommended) IMPLEMENTATION Upon approval, the projects will be scheduled, designed and constructed. - 21 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance REQUEST TITLE: Street Light Improvement PROJECT DESCRIPTION This project provides for installation of street lights in areas throughout the City where street lights do not exist or where the existing lighting is insufficient i.e. lights missing, "dark spots". This project also includes upgrades of existing luminaries on concrete standards. PROJECT OBJECTIVES The project objective is to provide uniform lighting meeting the specifications of the Illuminating Engineering Society of America (IES) on all street within the City. It is estimated that 1000-1200 lights will be installed during the life of the project (3-5 Years). Account Title and Number Street Light Improvement (Business Unit 1-41161672) EXISTING SITUATION 2001-02 2002-03 $1,484,000 $1,487,000 Total $1,484,000 $1,487,000 Several areas throughout the City were developed without street lights being installed. This project responds to one of the City's goals by having street lights installed throughout the City. SCHEDULE AND PROJECT COSTS Prior Project Budgets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction 51,484,000 $1,487.000 S1,490,000 S1,493,000 55,954.000 Total 51,484,000 51,487,000 S1,490,000 $1,493,000 $5,954,000 Recommended Funding Source Electric Utility Fund $1,484,000 $1,487,000 S1,490,000 $1,493,000 $5,954,000 Total ALTERNATIVES None $1,484,000 51,487,000 51,490,000 $1,493,000 $5,954,000 IMPLEMENTATION Phases of this project are being designed, bid for construction and constructed on an ongoing basis until the total project is completed. -2z- 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance. REQUEST TITLE: Purchase Overhead Wire Puller. PROJECT DESCRIPTION Purchase a overhead wire puller and increase the Electric Utility fleet by one wire puller. PROJECT OBJECTIVES To have the necessary pulling equipment available to perform the task of installing new overhead primary wire while the existing primary remains energized. This equipment will bring the Electric Utility in compliance with CAOSA Rule #2941(1). Also this equipment will enable the line crews to keep customers energized for a longer period of time. It is essential to have the necessary equipment available to perform related tasks in the safest and most efficient manner possible. EXISTING SITUATION Overhead primary is now pulled in by the use of a Capstan installed on the side of a line/digger truck. Usually the primary is de energized causing an inconvenience to customers. Also, installing primary in this manner is labor intensive as the rope needs to be rolled up on rope reel by hand, etc. This needlessly wastes production time of a line crew. This wire puller will enable the line crews to install wire while the existing primary remains energized and the rope will be rolled up by the puller, Thus saving crew time, increasing production of line crews and working safer. In this time of rising costs and competition it is essential to implement cost savings wherever possible. SCHEDULE AND PROJECT COSTS A4TERNATIVES Continue to pull wire with line/digger truck (not recommended) or rent equipment, if available. FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase in 2001-2002 Fiscal Year. - 23 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance. REQUEST TITLE: Flatbed Trailer PROJECT DESCRIPTION Purchase a Flatbed Trailer to increase the Electric Utility fleet by one trailer. PROJECT OBJECTIVES To have the necessary equipment available to perform the task of hauling bulk materials to the job site i.e., bundles of 20' PVC conduit, concrete vaults, padmounted transformers, padmounted switches, etc. It is essential to have the necessary equipment available to perform related tasks in the safest and most efficient manner possible. EXISTING SITUATION Material is now hauled on either One Ton Flat Bed Truck and/or Digger/Line Truck, this way of Oauling material to job sites results in several trips. This needlessly wastes production time of a Line Crew. A Flatbed Trailer will enable material to be hauled in bulk to job sites, thus,saving crew time and increasing production of line crews. In this time of rising costs and competition it is essential to implement cost savings wherever possible. SCHEDULE AND PROJECT COSTS 2001-2002 Total $15,000 ALTERNATIVES Continue to haul material with one Ton Flat Bed Truck and/or Digger Line Truck (not recommended). FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase in 2001-2002 Fiscal Year. - 24 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance. REQUEST TITLE: Forklift. PROJECT DESCRIPTION Purchase a Forklift (20 ton lifting capacity) to increase the Electric Utility fleet by one vehicle. PROJECT OBJECTIVES To have the necessary equipment available to perform the task of unloading and loading equipment and material, padmount transformers up to 12000 Ib. each and concrete vaults up to 15,500 Ib. each, etc. It is essential to have necessary equipment available to perform related tasks in the safest and most efficient manner possible. EXISTING SITUATION The available forklift has a 10,000 lb. lifting capacity. When heavy equipment needs unloading, a line crew needs to do the unloading with the crane. This needlessly wastes production time of a line crew. A forklift with proper lifting capacity will enable one person to unload heavy equipment. In ;this time of rising costs and competition it is essential to implement cost savings wherever possible. SCHEDULE AND PROJECT COSTS K I MAP I I► ITI Total ALTERNATIVES Continue to unload with crane (not recommended) or rent equipment if available when needed (not recommended). FINANCE 2001-2003 IMPLEMENTATION Upon approval, purchase in 2001-2002 Fiscal Year. - 25 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance (Substations) REQUEST TITLE: High Current Test Set. PROJECT DESCRIPTION Purchase High Current Test set. PROJECT OBJECTIVES Replace the existing High Current Test set with a new test set that is more accurate and able to produce a more stable current. EXISTING SITUATION The existing High Current Test set was constructed in the early 1970's. The output is unstable and repair parts are not able to be procured any longer. The preferred method to test the current transformers, wiring, relays and controls in a High Voltage Breaker is primary injection where current is inserted into the high voltage bushings of a circuit breaker and then measured at the C.T. relays metering and SCAD for pro per ratio and polarity. This entails leaving a high current on for a long period of time while the measurements are made at various points of the circuit. One requirement of testing is a stable current which ensures that all the devices do indeed have the proper ratio. The system we now have is very unstable and must be constantly adjusted, it overheats which changes the out put and does not produce current high enough to test many of the new breakers with larger current ratios. SCHEDULE AND PROJECT COSTS ALTERNATIVES Utilize the existing current test set until it fails, which will impede our ability to do a complete test on our circuit breakers, after current transformer or wiring changes. FINANCE 2001-2003 IMPLEMENTATION Upon approval, implement during 2001-2002 fiscal year. - 26 - 2001-2002 Acquisition ' Total $30.000 ALTERNATIVES Utilize the existing current test set until it fails, which will impede our ability to do a complete test on our circuit breakers, after current transformer or wiring changes. FINANCE 2001-2003 IMPLEMENTATION Upon approval, implement during 2001-2002 fiscal year. - 26 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance (Substations) REQUEST TITLE: Battery Testing Equipment PROJECT DESCRIPTION Purchase Battery testing equipment. PROJECT OBJECTIVES Test batteries in the Electric Utility Substations and Operations U.P.S. for reliability while the batteries are in service. EXISTING SITUATION The Electric Substations use D.C. batteries for control and operating. On the loss of incoming A.C. power a Utility Substation would not be able to operate to restore power. By operating the control system on D.C. batterieslwe are able to restore power in a blackout. Thus, it becomes evident that batteries are the critical link in substation operations. Presently we have to take the batteries out of service to take load checks. This entails bringing in standby batteries and in the case of Industrial Substations we have 60 large cells. Most battery manufactures do not recommend load testing as a true measure of a battery condition. When the battery systems were installed at Killelea, McLane and Henning Substations we did not have the SCADA system we now have. We now have more control functions, recloser schemes and indications interacting with the SCADA system. The battery system at McLane Substation is 25 years old. As the battery systems age it becomes more critical to monitor the health of the whole battery system, including the connections and chargers. The preferred method used by most battery manufactures and utilities is on line battery monitoring. This system uses the cell voltage, cell resistance, resistance of the inter cell connections to provide a true indication of the cells condition. SCHEDULE AND PROJECT COSTS ALTERNATIVES Use the old testing method (not recommended) and not be sure that we are getting a true indication of the real condition of the battery system. FINANCE 2001-2003 IMPLEMENTATION Upon approval, implement during 2001/2002 fiscal year. -27- 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Electric Construction and Maintenance (Substation) REQUEST TITLE: Substation Transformer Tapchanger Oil Filter Pumps PROJECT DESCRIPTION Purchase substation transformer oil filter pumps for Henning Substation. This is the first year of a four year program to outfit all transformer tapchangers at the City's four substations. PROJECT OBJECTIVES Increase operational life of Tapchanger mechanisms and oil. EXISTING SITUATION Transformer Tapchangers are constantly moving from one tap to another to keep the voltage stable as the load changes. This making and breaking of the mechanism contacts produces carbon in the oil and coating of the contacts. One way to prevent this is the installation of a permanent oil pump and filter. By installing these pumps you increase contact life and preserve the dialectric integrity of the oil. SCHEDULE AND PROJECT COSTS 2002-2003 ALTERNATIVES Maintain the tapchangers (not recommended) as currently is being done and spend more on contact replacement and change the tapchanger oil more frequently which ultimately results in more maintenance cost. FINANCE 2001-2003 IMPLEMENTATION Upon approval, implement during 2002-2003 fiscal year. - 28 - 2001-2003 Financial Plan and Budget CAPITAL BUDGET REQUEST ACTIVITY: Substation Construction and Maintenance. REQUEST TITLE: Substation Block Wall PROJECT DESCRIPTION Install block wall at Henning Substation. PROJECT OBJECTIVES Install block wall at Henning Substation to become a buffer between the Substation and the W.I.D. canal. EXISTING SITUATION The Electric Substation at the M.S.C. Corp. yard currently has an 8 ft. chain link fence on the west side. The fence is about 2 ft. above the top of the W.I.D. canal and affords an easy opportunity for vandalism to the breakers and transformer closest to the fence. The transformer has numerous dents in the side of the tank and radiators. A number of the dents have been made with a force stronger than a pellet gun. Large rocks have been found on top of the transformer and scattered around the base. If a rock or pellet chips or damages a bushing or starts a leak in one of the radiators it could render the transformer unusable for a period of time when the transformer is needed for critical load. Were this to happen in the summer time we would not be able to carry the load from Henning Substation on one transformer alone. SCHEDULE AND PROJECT COSTS ALTERNATIVES Leave the chain link fence as is and gamble that the transformer will not be damaged in the future. FINANCE 2001-2003 IMPLEMENTATION Upon approval, go out to bid to construct a block wall along the west side of Henning Substation next to the W.I.D. canal. -29- TRANSPORTATION STREETS STORMDRAINS TRANSIT 2001-2003 f=inancial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works - Street Division MISSION CATEGORY: Urban Forestry REQUEST TITLE: Tree Planting and Landscape for Hutchins Street Median and Frontage Project Description Landscaping for Hutchins Street Median and Frontage Island — trees, low shrubs, and irrigation system between Wimbledon Drive and Kettleman Lane (56,190 square feet). Left turn lane into Mervyn's for north bound traffic. Project Objectives 1. Beautification of a major City thoroughfare. 2. Shade for Hutchins Street and vicinity; reduction of "urban heat island effect". 3. Increased access to Vineyard Shopping Center. Existing Situation No landscaping exists between Vineyard Drive and Kettleman Lane. Left turn access at the shopping center will improve operations at the Hutchins Street/Kettleman Lane signal. Owner will be encouraged to replace driveway. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisidon/Vehicle Replacement Construction - Landscaping & Irrigation S 132,000 5132,000 Median Opening at Shopping Cenr-, a <n nntl a in om Total S 182.000 S 182.000 Recommended Funding Sources Street Fund (Public Benefit, 25% of landscape) Electric Utility Fund Water Fund Wastewater Fund Total Alternatives Do nothing. S 150,500 S 150,500 S 31,500 S 31,500 $182.000 Project Effect on Operating Budget Future maintenance would be accomplished by annual landscape maintenance contract, approximately $20,000 per year. Implementation With City Council approval, bids would be solicited for this work. - 30 - LEISURE, CULTURAL & SOCIAL SERVICES PARKS RECREATION 10 ttt04 L � 1L COMMUNITY CENTER 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST CTIVTTY: Parks and Recreation Administration REQUEST TITLE: Salas Park Backstop Extensions Project Description Construct a five foot extension of chain link fencing to the four backstops at Salas Park ball diamonds. Project Objectives To better project the viewing public from stray balls from batters as spectators sit in the bleacher areas. Existing Situation The existing four backstops protect the bleachers and viewing public to a degree. We have had instances of fly balls hitting people in the stands. Project Work Completed Designs are completed. Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total completed completed Continue to experience fly ball injuries by not doing this project. Project Effect on Operating Budget None $50 000550.000 $50,000 $50,000 $50,000 $50,000 2001-03 Financial Plan and Budget Request CAPITAL MIPROVEMENI T BUDGET REQUEST ACTIVITY: Parks and Recreation Administration _tEQUEST TME: Small Projects — Various Parks Project Description To be able to fund small project improvements and partner with service clubs. Project Objectives To provide funds that will enable us to do more partnerships and complete small landscaping projects. Existing Situation Presently we have difficulty partnering with service clubs or completing small capital projects due to lack of funds. Project Work Completed Designs will be done in-house. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Turn down or not seek partnerships to upgrade our facilities. Project Effect on Operating Budget Reduced maintenance and savings to the city for city facilities. - 32 - $10.000 $10.000 $20,000 $10,000 $10,000 $20,000 $10,000 $10,000 $10,000 $10,000 $10,000 $20,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST CTIVM: Parks and Recreation Administration AEQUEST TrME: Shade Structure at English Oaks Park Project Description Install a pre-engineered/pre-manufactured shade structure (covered shelter) at English Oaks Park. Project Objectives To provide shade and inclement weather protection for park users. Existing Situation English Oaks Park received a new playground four year ago and funds were not available to provide this component that is very popular in our parks. Project Work Completed Staff will design in-house. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Defer project. Project Effect on Operating Budget None - 33 - S25,000 525,000 $25,000 $25,000 $25,000 525,000 $25,000 $25,000 2001-03 Financial Plan and Budget Request CAPITAL EAPROVEMENT BUDGET REQUEST ACTIVITY: Parks and Recreation Administration REQUEST TITLE: Maxicom Computerized Irrigation System — Kofu Park Project Description Install "Maxicom" system at Kofu Park. This is an ongoing program to upgrade all city parks. Project Objectives To centralize all park irrigation systems throughout the City. Existing Situation Presently Kofu Park is a stand alone irrigation system operated by clocks. Project Work Completed Design and estimates are complete. Parks Division staff will install equipment. ichedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives None Project Effect on Operating Budget Maintenance savings complete -34- $20,000 $20,0.00 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST .CTIVrrY: Parks and Recreation Administration REQUEST TITLE: Maxicom Computerized Irrigation System - Salas Park Project Description Install "Maxicom" system at Salas Park. This is an ongoing program to upgrade all city parks. Project Objectives To centralize all park irrigation systems throughout the City. Existing Situation Presently Salas Park is a stand alone irrigation system operated by clocks. Project `York Completed Design and estimates are complete. Parks Division staff will install equipment. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study complete Design Acquisition Construction $25.000 $25,000 Total 525,000 $25,000 Recommended Funding Sources Capital Outlay Fund $25,000 $25,000 Electric Utility Fund Water Fund Sewer Fund Total $25,000 $25,000 Alternatives None Project Effect on Operating Budget Maintenance savings -35- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST .CTIVTTY: Parks and Recreation Administration REQUEST TITLE: Maxicom Computerized Irrigation System — Beckman Park Project Description Install "Maxicom" system at Beckman Park. This is an ongoing program to upgrade all city parks. Project Objectives To centralize all park irrigation systems throughout the City. Existing Situation Presently Beckman Park is a stand alone irrigation system operated by clocks. Project Work Completed Design and estimates are complete. Parks Division staff will install equipment. )chedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives None Project Effect on Operating Budget Maintenance savings complete -36- $20,000 520.000 $20,000 $20,000 $20,000 520,000 $20,000 520,000 2001-03 Financial Plan and Budget Request CAPITAL UYIPROVEMENT BUDGET REQUEST .CTIVITY: Parks and Recreation Administration REQUEST TITLE: Slurry Seal Improvements for Nature Trail - Kofu Park - Hale Park Project Description Apply a new slurry seal surface to existing parking lot areas and existing nature trail. Project Objectives Begin an ongoing maintenance schedule to protect our existing pavement, before the removal and replacement methods would have to be encountered. Existing Situation Existing parking lots and trails have cracking and failed areas. Project Work Completed Staff will design these projects in-house. 'chedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total in-house Defer these improvements to the point where existing pavement would need to be replaced. Project Effect on Operating Budget None -37- $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 2001-03 Financial Plan and Budget Request CAPITAL EVIPROVEMENT BUDGET REQUEST %CTIVITY: Parks and Recreation Administration REQUEST TITLE: Lodi Lake West Side Parking Lot Improvements Project Description Construction of new parking lot from new entry west to the beach house from Turner Road to the Discovery Center. Project Objectives Complete this area of the park, which will give us organized parking for Beach Operations and Discovery Center Existing Situation Existing asphalt area is old and has failed. It does not drain properly and parking is haphazard. Project Work Completed This is part of the ongoing improvements based on our master plan. Staff will design this project in-house and in keeping with work already completed at the entry and beach areas of the park. Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total completed in-house Defer these improvements and continue to struggle with parking in the area. Project Effect on Operating Budget None - 38 - $50,000 S50,000 $100,000 $50,000 $50,000 $100,000 $50,000 $50,000 $100,000 $50,000 $50,000 $100,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST .CTIVITY: Parks and Recreation REQUEST TITLE: Lodi Lake Pedestrian Trail — Phase H Project Description Lodi Lake Pedestrian Trail Phase II development. An additional 2,758 linear feet is planned to follow the western side of the lake. Berm and turf improvements are planned as well. Project Objectives To provide citizens a trail path at Lodi Lake Park. Existing Situation Property is acquired. Phase I anticipated to be complete by May 2001. Existing phase II area consists of a dirt path meandering along the lake west side. Project Work Completed See existing situation. None of Phase II has been completed. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Funding to come from transportation grants, TDA, Mesure K, possibly LWCF grant. Project Effect on Operating Budget Upon development, the trail must be maintained by staff. _ -39 - $500,000 (yhase II) $500,000 $500,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Parks and Recreation REQUEST TITLE: Aquatics Center Project Description Aquatics Center development. Strong interest has been expressed to pursue consulting services and a center for the community. The funding and location of such a facility has not been determined. Project Objectives To provide the community with a much needed aquatic facility. Existing Situation Lodi relies heavily upon School District pools to accommodate our aquatics needs. Additional facilities would eliminate the reliance upon the High School pools. Project Work Completed None. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Maintain status quo Funding sources may include bonds or short term financing or Certificates of Participation. Project Effect on Operating Budget Upon development the facility must be maintained by staff. -40- $ 25,000 $200,000 $2.000.000 $225,000 $2,000,000 $2,225000 $225,000 $2,000,000 $225,000 $2,000,000 $225,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Parks and Recreation REQUEST TITLE: DeBenedetti Park Development Project Description Produce Master Plan with phased elements. Move forward with first phase which might include surveying of field locations and lighting. (If funding is adequate also develop parking area and bathrooms as first phase). Project Objectives To move toward development of this site. Existing Situation Property is acquired. 49 acres available. Project Work Completed None Schedule and Project Costs Phasing Studv Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total $200,000 $800.000 $200,000 $800,000 $1,000,000 $200,000 $800,000 $200,000 $800,000 $1000000 Alternatives Funding to come from Proposition 12 per capita grant funds ($500,000) and impact fees ($500,000) Project Effect on Operating Budget Upon development the facility must be maintained by staff. -41- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Parks and Recreation REQUEST TITLE: Indoor Sports Center Project Description Indoor Sports and Recreation facility development. Facility will provide gymnasium (3 courts), bathrooms, offices, and meeting room for community use. Rough estimate is 30,000 sq. tt. building at 135 per sq. ft. Location and funding for facility have not been determined Project Objectives Local and regional basketball, volleyball, and indoor athletics. Existing Situation Lodi relies heavily upon School District and County facilities to accommodate our aquatics needs. Additional facilities would eliminate the reliance upon the School District and County. Youth participation has climbed and this would allow the City to accommodate all who wish to participate. This year we turned away youth wishing to participate due to lack of facilities. Project Work Completed A feasibility study was completed in 1997 Schedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total $30,000 $200,000 54.050.000 $30,000 $200,000 $4,050,000 54, M000 $30,000 $200,000 $4,050,000 $30,000 $200,000 54,050,000 S4XM Maintain status quo. Funding sources may include bonds, short -tern financing, Certificates of Participation, formulation ofa special Recreation services District, or special allocation. Project Effect on Operating Budget Upon development the facility must be maintained by staff. - 42 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Recreation Administration REQUEST TITLE: Replace Riso Digital Duplicator Machine Project Description Replace existing digital Riso duplicator machine in the Recreation Division. This request is to purchase the machine and four color drums. Project Objectives To provide staff with a high-speed, low cost, and quality duplicating method for department high volume needs. Existing Situation The department purchased a Riso machine in October 1993. This machine currently ahs three million copies on it. Staff use the machine for high volume printing needs such as flyers, sports manuals, etc. The department has four color drums, which allow for variety in printing. It requires call -out maintenance approximately two times per month. This machine is available for use by other city departments as needed. Replacement of the Riso machine was approved in the 1999-02 budget, however, the department's need to replace a copier machine was much greater and it was determined that replacing the Riso machine could be deferred to the 2001-02 fiscal year. Project Work Completed None Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $10,000 $10,000 Construction Total S10,000 $10,000 Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives 1. Lease machine 2. Continue using existing machine Project Effect on Operating Budget None -43 - S10,000 $10,000 510,000 $10,000 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST CTIVITX: Equipment Maintenance REQUEST TITLE: Floor Lift for Heavy Equipment Repairs Project Description Purchase of one (1) Heavy Equipment Floor Lift Project Objectives To facilitate the repairs to heavy equipment requiring a lift mechanism that is safe and reliable is needed. Safety factors are a high concern, as we now have to use a forklift to accomplish this task. Existing Situation Currently a forklift is used when heavy equipment is in need of maintenance and repairs. This present practice is unsafe and unreliable. Project Work Completed Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition $16,000 $16,000 Construction Total $16,000 $16,000 Recommended Funding Sources Capital Outlay Fund $16,000 $16,000 Electric Utility Fund Water Fund Sewer Fund Total $16,000 $16,000 Alternatives Continue in an unsafe manner using our forklift to accomplish this task Staff has studied the different lifts on the market and is prepared to solicit bids as soon as this item is budgeted. Project Effect on Operating Budget None -44- 2001-03 Financial Plan and Budget Request CAPITAL PAPROVEMENT BUDGET REQUEST .CTIVPTY: Equipment Maintenance REQUEST TITLE: Pickup for Project Coordinator Project Description Purchase (1) 'h ton full size pickup truck. Project Objectives To provide transportation for the Parks and Recreation Project Coordinator. The Parks and Recreation Coordinator needs this vehicle to attend meetings, and check and inspect ongoing Parks and Recreation projects. Existing Situation Currently the Parks and Recreation Coordinator uses his own vehicle to supply his job needs. Project `York Completed This will be an addition to the fleet. There is a genuine need for this vehicle, whereas coordinating projects is not all done at a desk. Cchedule and Project Costs Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total $26,000 $26,000 $26,000 $26,000 $26,000 $26,000 $26,000 Continue to use personal vehicle. Use other parks vehicles when available. This will disrupt other jobs, depending on the utilizing of that particular vehicle. Project Effect on Operating Budget None -45- 2001-2003 Financial Plan and Budget Request CAPITAL U"ROVETMENT BUDGET REQUEST ACTIVITY: Parks and Recreation REQUEST TITLE: Outdoor Skate Park Project Description Creation of an outdoor skate park facility including selection of a consultant, design, and construction of the park. This facility should be used by all age groups and skill levels and have elements appropriate for each group. Project Objectives To design and build an outdoor park, either above or below ground as determined by citizen and staff committees with community input while following JPA directions to address liability issues. Existing Situation Citizens and elected officials have expressed a desire for an outdoor skate park. The Mayor and Council have appointed a steering committee. The City Manager has appointed a staff committee to act as liaison to the project. Project Work Completed None Schedule and Project Costs Prior Project Budgets 1999-2000 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction S538,000 $538,000 Total $538,000 5538,000 Recommended Funding Sources Capital Outlay Fund $488,000 $488,000 Electric Utility Fund S 50,000 S 50,000 Water Fund Sewer Fund Total S538,000 $538,000 Alternatives 1. Choose not to construct a facility 2. Purchase or lease a building for an indoor operation Project Effect on Operating Budget None if private vendor is utilized. -46- 2001-03 Financial Plan and Budget Request CAPITAL EMPROVEMENT BUDGET REQUEST ACTIVITY:Community Center REQUEST TITLE:Replace Tables and Chairs in Kirst Hall Project Description: Replace 40 tables and 450 chairs in Kirst Hall. This equipment used on near daily basis for events, conferences and classes. Project Objective: Provide safe and attractive equipment for groups using Kirst Hall. Existing Situation: The tables and chairs in Kirst Hall are approaching 12 years of use. Wear and tear are shrinking inventories and staffs ability to accommodate large groups in Kirst Hall. Increased rentals in Kirst Hall forecast increased wear and damage of this equipment. Alternative: Alternative: Replace as needed. Consequence: Inability to match pattern and style. Safety/liability concerns regarding equipment suddenly failing while in use. Project Work Completed: none Schedule and Project Costs COST SUMMARY 2001-02 2002-03 Additional Costs Staffing Supplies, Materials, Services $43,660.00 n/a Minor Equipment Total $43,660.00 Recommended Funding Sources - n/a -47- 07./13/Ar 12:29 To:MARK ZOLLO Date: Time: Pages: From:SERG10 FRIDERICI 8012246191 Page 1/2 FACSIMILE COVER PAGE 2/13/01 12:13:56 2 To: MARKZOLLO Company: CITY OF LODI/HUTCHINS ST SQRE Fax #. 209-367-5461 From: SERGIO FRIDERICI Title: AREA SALES MANAGER Company: Mity-Lite, Inc. Address: 1301 West 400 North Orem, UT 84057 United States of America Fax #: 8012246191 Voice #: 800-837-1459 Message: Hi Mark. Attached is the quote you requested. As you can see, I have given you very good pricing based on the quantities and the relationship we have. I picked a random chair part number. Disregard the description. The price is good for any vinyl you pick. The freight is for the chairs. No freight charge on the tables. You may want to add 5% to the overall price, this would be for a price increase that may or may not occurr on April 1 st, 2001. Call me if you have any questions. Sincerely, Sergio 8aa837-1459 O Copyright Cheyenne Software, Inc FAXSERVE N& -48- 02/13'01 12:29 To:MARK ZOLLO mily-life the leader in lightweight durability From.-SERGIO FRIOERICI 8012246191 Page 212 QUOTE ACKNOWLEDGEMENT THIS IS NOT AN INVOICE Quote Number: 103923 Custnmer Niimher• 478523 Page: 1 QUANTITY ITEM UNIT PRICE TOTAL PRICE 450 CHH000210010 $58.28 $26.226.00 OVAL BACK HOST CHAIR; WALNUT FLAKE FRAME; MELROSE. TAN FABRIC 1 FREIGHT - Mise. 1 $758.00 $758.00 FREIGHT CONTACT NAME SHIP TO MARK ZOLLO CITY OF LODI/HUTCHINS ST F.O.B. SHIP VIA ORDER TYPE ORIGIN - PREPAID VIKING FREIGHT Reginal 2365.1 0211 3/2001 Sergio Friderici NET 30 QUANTITY ITEM UNIT PRICE TOTAL PRICE 450 CHH000210010 $58.28 $26.226.00 OVAL BACK HOST CHAIR; WALNUT FLAKE FRAME; MELROSE. TAN FABRIC 1 FREIGHT - Mise. 1 $758.00 $758.00 FREIGHT 50.00 SALES TAX 2365.1 ORDER TOTAL I $36,990.30 Signature: Date: Mity-Lite, Inc. 11301 West 400 North I Orem, Utah 840574442 jhttp-t wvw.mityl3te.com (800)327-16921(801)224-0589 Fax (801)224-6191 -49- CUSTOMER # Mity-Lite, Inc. INVOICE Please Use This M On Remirance F.O.B 1301 W. 400 N. 12/8/00 1 40 NET 30 Orem, Utah 84057 CUSTOMER P.O. NUMBER CUSTOMER # INVOICE DATE I INVOICE # j T. (801) 224-0589 11/21/00 1 478523 12/8/00 373814 j INVOICE, QUANTITY*•. FAX (801) 224-6191 ITEM NO. PART DESCRIPTION .. the leader In lightweight durability Toll Free (800) 327-1692 Remittance Amount is 20 EA Please remit with payment RT 3696 BEG F29BRN BILL To: CITY OF LODI, CALIFORNIA S SHIP To: CITY OF LODI/HUTCHINS ST SORE P.O. BOX 3006- 4,527.60 CONFERENCE & PERF ARTS LODI, CA 95241-1 91 0 R CEIVED 125 S. HUTCHINS ST. I $4,855.85 USA LODI, CA 95240 Attn: FINANCE DEPT. DEC 1 2 2000 USA Attn: MARK ZOLLO ACCOUNTING CUSTOMER # INVOICE DATE INVOICE # TERMS F.O.B I 478523 12/8/00 1 373814 NET 30 DESTINATION - PREPAID CUSTOMER P.O. NUMBER ORDER DATE .. ` OUR S.O. NO. SALES PERSON 4600 11/21/00 679110 Sergio Frldericl INVOICE, QUANTITY*•. U/M ITEM NO. PART DESCRIPTION .. REF UNIT PRICE NET PRICE 20 EA RT3696BEG2 RT 3696 BEG F29BRN 226.38 4,527.60 j SUBTOTAL SALES TAX * Please Pay From This Invoice TOTAL DUE $4,527.60 328.25 I $4,855.85 THIS ORDER MUST SHIP IN TWO DAYS... THANX. OK for Payment ACCOUNT DATE AUTMORQED /'? —11f- � I � .3 Customer Copy *A Finance Charge of 2% per month (24% APR) may be charged on all overdue accounts. Mity-Lite reserves the right to charge a 20% re -stocking fee on returned merchandise. 1301 W. 400 N. Orem, UT 84057 (801)224-0589 FAX (801)224-6191 Toll Free (800)327-1692 - 50 - 2001-2003 Fmmancial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Library REQUEST TTTL E: Library Finishes Renovation and ADA Compliance Project Description: Renovate and replace worn, unattractive and inefficient furnishings in main library facility including: 1) carpeting and flooring 2) wall coverings and painting 3) upholstery 4) ceiling coverings 5) lighting 61 door hardware, etc. Project Objectives: 1) Create a pleasing, attractive and inviting environment for the public and library staff 2) Create a timeless dzcor without period colors 3) Provide energy efficient and improved lighting 4) Comply with ADA regulations and Fire Marshall's recommendations regarding entrances/exits and door hardware. Existing Situation: Built in 1978, the library's Ucor is the traditional orange, gold and brown of that era. The carpeting is worn, the floor tiles are cracking, the wall coverings are beginning to peel, the upholstery is splitting and the ceilings are graying. The dark d6cor, especially the dark ceiling treatments, adversely effect the level of lighting in the building. Project Work Completed: Initial work evaluating the lighting system for efficiency has been conducted. In the mid 90's the library's compliance with then new ADA regulations was assessed to determine necessary changes in the event of a remodel. Renovation of the main library facility is interrelated with and dependent upon the recommendations resulting from the upcoming Library Facilities Master Plan study. Schedule and Project Costs Prior Project Budgets 2001-02 2002-03 2003.04 2004-05 Total Phasing Study 30,000 Design 30,000 Acquisition Construction 1 W (Nlo t ()An Ono Total Recommended Funding Sources Capital Outlay Fund 30,000 30,000 1,000,000 1,060,000 Total 30,000 30,000 1,000,000 1,060,000 Alternatives: Project Effect on Operating Budget: Changes in the library lighting system and ceiling treatments should decrease the energy consumption of the facility - 51 - 2001-2003 Financial Plan and Budget SIGNIFICANT EXPENDITURE REQUEST AND STAFFING CHANGE ACTIVITY: Library Services REQUEST TITLE: Purchase checkout equipment REQUEST SUMMARY Purchase 3 laser checkout machines for circulating library materials that are compatible with the 3M security system. PRE IARY OBJECTIVE To streamline the checkout and checkin procedures by combining barcode scanning and the senstizing/desensitizing activity into one motion to mitigate repetitive motion injuries. SUMMARY OF FACTORS DRIVING THE REQUEST FOR CHANGE The library introduced a book theft detection system in April 1998. This system requires that library materials be sensitized and desensitized when they are checked in or checked ouL These additional movements required by the theft detection system have led to worker's compensation claims. The equipment requested is designed to eliminate additional lifting of the library materials and in conjunction with existing equipment may reduce the procedure by at lease one significant motion. ALTERNATIVES Maintain the current equipment configuration at the circulation desk. COST SUMMARY 2001-2002 2002-2003 Additional Costs Staffing Supplies, Materials, Services Minor Equipment $13,500 Total Savings Net Cost $13,500 - 52 - 2001-2003 Financial Plan and Budget Request CAPITAL UkIPROVEMENT BUDGET REQUEST ACTIVITY: Library REQUEST TITLE: Upgrade integrated library computer system Project Description _. Upgrade the current server for the library's automated circulation and catalog computer system and install PC's to replace terminals used for the online catalog and circulation functions and install separate air conditioning unit in computer rack area. Project Objectives 1) Increase computer capacity for future expansion of the library's automated systems 2) Provide the public with computer stations allowing access to a variety of information sources, including Internet access to simultaneously search other library catalogs for materials. 3) Provide the opportunity for library users to access the library from their home, school or business via the Internet and conduct library business 4) Remodel and install a separate cooling unit in the computer rack area to provide a climate controlled facility for the library's servers Existing Situation Currently the library has a Motorola Power PC server for its bibliographic and patron databases that support the automated circulation and catalog system and the online public access catalog (OPAC) The manufacturer of the server suspended support for the server in 1999 necessitating an upgrade. The current public catalog stations are color VT100 monitors capable of accessing only the library's database. Upgrading to PCs with a graphical user interface (GUI) for Internet access will allow patrons to access the 49/99 virtual catalog as well as other resources added in the future. In September 2000 the Motorola was moved to the computer rack room with the LAN (Local Area Network) server and the Crates grant server. The room was originally designed as an office/maintenance closet for a custodial position. Modifying the room to provide a separate cooling system would benefit the servers and their peripheral pieces of equipment, which generate considerable amounts of heat. The remodel of the computer rack area is contingent upon the recommendation in the upcoming Library Facilities Master Plan. Project Work Completed Preliminary information regarding pricing and equipment has been discussed with our automated system vendor. Scbeduk and Project Costs Prior Project Budgets 2001-02 2002-03 2003-04 2003-05 Total Phasing Study 0 Design Acquisition 240,000 Construction 15M Total 5270,000 Recommended Funding Sources City Capital Outlay Fund $250,000 Total Alternatives Postponing hardware upgrades will delay or preclude software upgrades and µi11 terminate system vendor -based technical support, possibly requiring library staff to contract Mth alternative source of technical support for the equipment. Project Effect on Operating Budget The maintenance contract with the system will increase to cover maintenance of the new server as well as new software packages allowing customer interaction with the system. New equipment may increase power costs. - 53 - 2001-2003 Financial Plan and Budget Request CAPITAL DIPROVEMENT BUDGET REQUEST ACTIVITY: Information Services REQUEST TITLE: Workstations for Library Staff Project Description: Evaluate, design, purchase and install appropriate workspace furnishings for staff in the workroom area of the library. Project Objectives: Provide for efficient and effective workflow in the library's workroom by 1) installing appropriate and adequate work surfaces for workroom activities 2)designing and installing stations suitable for individual activities 3) designing and installing stations suitable for shared or rotated activities 4> provide stations that are adjustable to accommodate individual needs with an attention to ergonomic principles Existing Situation: Currently library staff members are working with discarded desks and filing cabinets from city hall. Although all staff members have shelving on the wall surrounding their work area, they lack adequate storage in their desk units. Although ergonomic adjustable chairs are available for all workstations, the work surfaces are stationary in height. Within the last six months, the library reached its goal of providing all full time employees with personal computers for their use. However, their desks and work surfaces are not designed to accommodate computer equipment. Desks, tables and other items have been arranged to create workstations resulting in a hodgepodge of work areas with a poorly designed workflow and potential ergonomic concerns. Project Work Completed: Initial studies of the workroom workflow indicate that office systems furniture can be modified and configured to accommodate the needs of most workroom activities. Reorganization of the workroom is interrelated with and dependent upon a remodel of the library facility under study in the Library facilities Master Plan. Schedule and Project Costs Prior Project Phasing Study . Design Acquisition Construction Tont Recommended Funding Sources Capital Outlay Fund 2001-02 2002-03 2003-04 2004-05 T 10,000 1nn(W 10,000 100,000 110,000 10,000 100,000 Total 10,000 100,000 Alternatives: The library staff continues to use the furnishings available. Project Effect on Operaiing Budget: Potential increases in productivity may decrease the need for additional staff in the future for current activities. - 54- COMMUNITY & ECONOMIC DEVELOPMENT BUILDING PLANNING CODE ENFORCEMENT ENGINEERING ECONOMIC DEVELOPMENT 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Building & Safety REQUEST TITLE: Convert Microfiche to CD-ROM Project Description: Currently all the issued building permit blueprints, since 1938 are archived on microfiche. In 2001 we started archiving to CD-ROM which is then loaded on a hard drive. We want to convert all the existing microfiche to CD-ROM. Project Objectives: By archiving on a hard drive, all PC work stations will have quick & easy access to the blueprints. This will also enable us to reproduce the plans in 11 x 17 or E size pages without having to send them to a private company for reproduction. Existing Situation: It is slow and cumbersome to find and read microfiche. We can not reproduce the plans in house and they must be sent to Sacramento. This causes a delay for the customer and utilizes a lot of staff time. With all the plans on a hard drive, both staff and customer would have easy access to read them and the customer could have copies without having to wait several days. Project `York Completed: Schedule and Projects Costs Prior Budgets 2001-02 2002-03 2003-04 2004-05 Phasing Stud Design Acquisition $15.215 Construction Total $15,215 Recommended Funding Sources Capital OutlaFund $15,215 Enterprise Funds Project Effect on Operating Budget - 55- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Building & Safety REQUEST TITLE: Purchase One Field Inspection Pickup Truck Project Description: Purchase one t/2 ton pickup truck with king cab and 8 -foot box. Vehicle to be used for commercial field inspection. Project Objectives: Provide a safe and reliable vehicle for the commercial field inspector. Existing Situation: The commercial field inspector is driving a Jeep Cherokee, which was approved in 2000 as a temporary addition to the fleet. This new pickup truck would replace the jeep as a permanent addition to the fleet. Project Work Completed: Schedule and Projects Costs Prior Budsets 2001-02 2002-03 2003-04 2004-05 Phasing Stud Design Acquisition $24,400 Construction Total $24,400 Recommended Funding Sources Capital Outlay Fund 524,400 Ente rise Funds General Fleet Fund Project Effect on Operating Budget - 56 - 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works Engineering REQUEST TITLE: Purchase New 1/2 Ton Pickup Project Description Purchase new t/2. ton pickup to be used by the Public Works Inspector. One of the inspectors has been using an old motor pool vehicle which should be returned to the motor pool. Project Objectives 1. Increase vehicle reliability. 2. Eliminate down time. 3. Provide for storage of equipment and instruments. Existing Situation An additional Public Works Inspector was approved in the 1999-00 budget. That position was filled mid -year and a motor pool pick-up was assigned to the inspector. The vehicle presently being used is old and does not have the capability to store equipment and instruments used by the inspector. This pickup would be the same as presently being used by the other two Public Works Inspectors. This pickup will be used primarily for the inspections of the eastside water and wastewater rehabilitation work and money could be reallocated from these projects to cover this cost. Schedule and Project Costs Prior Project Budgets 2001-2002 2002-03 2003-04 2004-05 Total Phasing Acquisition $30,000 $30,000 Total $30,000 Recommended Funding Sources Water Capital Outlay 515,000 Wastewater Capital Outlay $15,000 Total $30,000 $30,000 Alternatives Continue using the existing vehicle and accumulate additional repair costs and endure continued down time. Approved: Fleet & Facilities Manager Date - 57 - GENERAL GOVERNMENT LEGISLATION ADMINISTRATION CITY CLERK SUPPORT SERVICES DEPARTMENTAL 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Non -Departmental Services REQUEST TITLE: Replacement of High -Volume Copier, City Hall Project Description Replacement of the large copier in City Hall copy room Project Objectives Purchase of a replacement copier for City Hall. To offer the highest image quality possible, with ease of use and minimal training costs, by introducing laser print technology with superior, digitally enhanced images. To utilize the advanced functions (with proposed additional software and intranet connection), including: a) scanning of documents for conversion to word, excel, etc. b) transmitting documents directly from PC workstations to the machine for multiple copies c) loading of additional jobs into the job queue while current jobs are running d) automatic options for creating booklets and newsletters, plus editing capabilities e) operational scanner, printer and fax software available (with upgrades included in full service maintenance agreement) Existing Situation The current machine, almost 6 years old, has completed 2.5 2 million copies, and has been serviced more in the last 8 months than in the previous 4 years combined. The 2 -sided image function is no longer reliable, and the automatic feeder no longer functions as intended. The proposed copier will increase production and quality, meeting current as well as projected needs. Schedule and Project Costs Prior Project Budgets :aa0 i,a), Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Nater Fund Sewer Fund Total $37,000 $37,000 $37,000 $37,000 $37,000 $37,000 Alternatives Continued utilization of the current machine, experiencing damage to originals, job interruptions for paper jams and machine malfunctions, lower than available copy quality and down-time for service calls, parts, and repairs. Project Effect on Operating Budget Effected Departments should see a decrease in staff time required to accomplish projects involving the use of the copier. - 58- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: City Clerk's Office REQUEST TITLE: Fortis Software Upgrade/Support Contract Project Description: Purchase Fortis Imaging System Support Renewal from Westbrook Technologies, Inc. Project Objectives: Upgrade/support contracts assure technical support in a timely manner and a product compatible with the other products it integrates with. Support contracts provide peace of mind and ensure that the EDM system runs at optimum performance. They also enable the product manufacturer and the VAR to keep qualified technical people on staff. When manufacturers of products that work with Fortis, upgrade those products, very often Fortis must integrate those revisions into the Fortis product and issue upgrades to users. For example, Windows 2000 contains some printer driver changes that are required for certain scanners to continue functioning with Fortis. These pass -on upgrades occur two or three times a year. In that Fortis can view and manage hundreds of file formats, e.g. Word, WordPerfect, Excel, Lotus, AutoCAD, etc., whenever any of those products have been upgraded, it is often necessary for a Fortis upgrade if the customer plans to launch those programs. Other upgrade features are product enhancements, some of which are required to run new modules. For example, the latest version of Fortis is required if a customer wants to add Fortis'workflow product, Info. Customers that rarely use technical telephone support are actually saying that the product has no bugs and is easy to use. Good engineering produced this outcome, and income from Upgrade/Support agreements help maintain this high level of quality. If the City wants to add a Fortis module, like COLD or workflow, or add databases (departments) or more seats, or even refresher training, the Upgrade/Support contract must be current. - 59 - Existing Situation: The City is currently covered under a support agreement with Westbrook Technologies, Inc. through June 30, 2001. Schedule and Project Costs: Breakdown of cost for annual Fortis support: Fortis SQL Server $3800 Fortis Scan Station 180 Fortis Edit Station 125 Fortis View Stations (8) 720 Fortis PowerWeb 2600 Total Per Year $7425 Fortis Imaging System Support Renewal: Period of July 1, 2001 — June 30, 2002 $7,425 Period of July 1, 2002 — June 30, 2003 $7,425 Total = $14,850 Budget year: 2001-02 Budget year: 2002-03 Account: 100101.7323 Account: 100101.7323 Amount: $7,425 Amount: $7,425 -60- 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: City Clerk's Office REQUEST TITLE: Microfiche Printing Project Project Description Purchase Soft File services to convert microfiche documents to paper for purpose of scanning into the Fortis electronic imaging system. Project Objectives Completion of microfiche printing project necessary for conversion to Fortis electric imaging system. Existing Situation Four years (25,000 pages) of documents remain to be converted from microfiche to paper for the purpose of scanning into the Fortis electronic imaging system. Estimates for the balance of the microfiche printing project is as follows: 1981 —1984 (average of 5,500 prints per year) = 22,000 1983 —1988 Shirtsleeve Session records = 3,000 Estimated Total Prints 25,000 Based on current cost of $ 0.23 per print, the estimated project cost is $5,750 Schedule and Project Costs: Budget year: 2001-02 Account: 100101.7323 Project Total: $5,750 - 61- •Wt�*Ot,FILE Document & Qolutions • www.softfile.com November 6, 2000 n:3 i" — 7 P i.i %: r Ms. Susan Blackston City of Lodi Clerk's 221 W. Pine Lodi, CA 95241 Dear Susan: It was a pleasure to speak briefly with you to discuss the microfiche printing project of your department. Please find enclosed my business cards for your future reference. Per your request, estimates for the balance of the microfiche printing project will be as follows: 1981 — 1984 ( average of 5,500 prints per year) = 22,000 1983 — 1988 Shirt Sleeve = 3,000 Estimated Total Prints 25,000 Based on your current cost of $ 0.23 per print, the estimated project cost will be $ 5,750.00. Also, your recent packing slip for 5,068 prints is for the 1985 prints. For your reference, SoftFile has been providing document and data management solutions for over twenty (20) years. As the most comprehensive service bureau in Sacramento, SoftFile is able to offer document conversion services to optical disk, CD-ROM, microfilm and many other media. Conversion services from computer generated information to microfiche and CD-ROM is also available. We also sell the related equipment, hardware, and software to support the above services. Our products and services enables your organization to better manage information, reduce storage space requirements, protect your vital records against loss, and increase access speed to your information. If you have any questions or would like additional information, please feel free to contact me at 916-927-4211 X222 or jl,r_.icmgrir sofcfi(c.com. I will contact you soon to see if I can be of further assistance. Sincerely, Jack L. Kraemer JLK/ms 1600 TRIBUTE ROAD • SACRAMENTO, CA 95815-4400 • 916.927.4211 • FX: 916.927.2410 - 62 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: City Clerk's Office REQUEST TITLE: Image Scanner Project Description: Purchase of Ricoh IS420 Image Scanner from Computer Discount Warehouse — Government Project Objectives: For use in scanning documents into the Fortis Imaging System. Existing Situation: Purchased in 1997, the current Ricoh Image Scanner IS420 has been used solely for the scanning of documents into automated records management system of the City Clerk's office. The Fortis program, which receives and produces the scanned pages to searchable text, currently holds approximately 58,000 pages of documents. Through all of the upgrades, jams and system checks, it is estimated this machine has scanned more than 80,000 pages. During the past 6 months, we have had the machine serviced twice, including cleaning and replacement of rollers. The system, on average, jams and must be cleared and reloaded approximately every 50-70 pages, drastically slowing the process of inputting data. A new scanner with the ability to serve our needs for an additional 3-5 years is estimated to cost $4,000. Schedule and Project Costs: Budget year: 2001-02 Account: 100101.7701 Amount: $4,000 - 63 - 2001-03 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: General Services REQUEST TITLE: Purchase 6 LCD Projectors PROJECT DESCRIPTION Purchase six new LCD (Liquid Crystal Display) Projectors for City use. The new units will recut an average of $4,500 each and should have a useful life of from 5 to 6 years. PRIMARY OBJECTIVES The purchase of the LCD Projectors will assist City Departments in the following areas: • Five LCD Projectors would be placed at the following locations: Carnegie Forum, Hutchins Street Square, the Library, the Police Department, and the Parks and Recreation Department. The sixth would be loaned to various departments by Information Systems on an as -needed basis. They would be used for both presentations and training. EXISTING SITUATION Currently, the City of Lodi owns two LCD Projectors. One unit is used in the Finance Dept training room, and the other unit is managed by the Fire Dept. Both units are available to City staff. However, because of the setup time involved and the risk of being damaged, they are not used as often as they might be. These four units would be placed where they can be used on demand. We have long had a need to provide training to City staff at the various locations, and these four units would fill that need. And, finally, presentations are much more effective when they can be enhanced by modern technology such as PowerPoint or live Web Based tools. Schedule and Project Costs Prior Project Budgets 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total 27,000 27,000 Recommended Funding Sources Capital Outlay Fund 27,000 Enterprise Funds -64- 27,000 27,000 27,000 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Information Systems REQUEST TITLE: Replace City Hall Server Project Description Purchase a new Server for City Hall to replace the current unit, which is now approximately 4 years old and is critically low on available disk space. There are over 70 users accessing the server along with many departmental printers. The new unit will cost S 16,000 and should have a useful life of from 4 to 5 years. Project Objectives The purchase of the new server will permit City Hall personnel to continue their work with sufficient netwurk resources (department applications, documents, priming, etc.) EAsting Situation Currently there is one server handling the needs of the staff in City Hall. It is heavily used by Public Works, Community Development, City Clerk (all City Clerk public documents), Human Resources, and more. It was placed into service four years ago and today serves over 70 users. With the addition of new applications and the Wide Area Network (WAN), the server's disk storage is critically low and the processor speed is very slow (200 MHz). This new server would resolve the disk storage problem, provide faster network services, and be more reliable than the present four-year-old server. Project Work Completed On lune 3, 1998, City Council approved the purchase of Hewlett-Packard (HP) network servers without formal bidding for amounts under $25,000 (Resolution No. 98-72). Schedule and Project Costs Prior Project Budgets 1999-2000 2000-01 2001-02 2002-03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Electric Utility Fund Water Fund Sewer Fund Total Alternatives Continue to operate as we do today but restrict the storage available to the users. S16,000 S16,000 S16,000 $16,000 $16,000 S16,000 S16,000 S16,000 Project Effect on Operating Budget There is an annual maintenance cost of approximately $525. This amount is already in the Information Systems operating budget. The result should be a decrease in cost during the warranty period (normally 1 year). - 65 - 2001-03 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Information Systems REQUEST TITLE: Information Systems Hardware Replacements Project Description To establish a funding source for replacement of information systems hardware such as Personal Computers, Printers, Servers, and the operating software needed to run these items. Project Objectives The project objectives are: • Establish a system similar to the Fleet Management Committee for replacements of information systems hardware • Ensure consistency and control of information systems purchases and replacements • Ensure efficient use of funding for information systems hardware Existing Situation In prior budgets each department would independently submit budget requests for funding the purchase and replacement of personal computers. As technology changes, departments are requesting additional funding for larger scale replacement plans — i.e. request from the Police Department for $60,000 each year for three years to implement a replacement plan for their computers. The City is not unique in the variety of computer users — i.e. "power users", word processor only users, and critical information users. Not all users need the same type of computer. In addition, the configuration of each individual computer must be considered to ensure compatibility to the network, servers, and other computers Citywide. The establishment of this committee system under the direction of the Information Systems Manager would ensure these areas of concern are addressed. It would be consistent with the Fleet Management Committee method of funding and approving purchases of vehicles. Project Work Completed All funding for individually submitted computer replacement budget requests has been marked not recommended by the City Manager. This capital request will establish funding of $75,000 a year for General Fund computer hardware replacement. Enterprise Funds will continue to budget replacements in the individual funds. A committee will be established to develop a Citywide replacement policy. This committee will review and will make recommendations on all future replacement requests. Schedule and Project Costs Prior Project Bud ,cts 2001-02 2002-03 2003-04 2004-05 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Outlay Fund Enterprisc Funds 75,000 75,000 150,000 75,000 75,OUO i5U, U 75,000 75,000 150,000 - 66 - 1999-2001 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Human Resources REQUEST TITLE: Implementation of Human Resources Module in JD Edwards Systems Software Project Description During the 1997-98 fiscal year Council approved the purchase of JD Edwards financial software. This request is to approve funding for the final phase of the implementation of that software by retaining the services of a professional firm to set up, implement and train staff on the JD Edwards system for Human Resources use. Project Objectives 1) streamline the flow of information between City departments, 2) improve the efficiency of key Human Resources processes, 3) ensure appropriate departments adopt necessary recommendations and requirements to effectively implement an "out of the box" JD Edwards solution. Existing Situation The original purchase of the JD Edwards system included the cost of software applications. This request is for funding of implementation and training costs associated with those applications for Human Resources use. While primarily a financial system, it does contain several elements potentially very useful to Human Resources. At the present. time, HR staff have been assigned responsibility for inputting data in the payroll module. While this is valuable to Finance, it has done little to improve the efficient operation of the Human Resources Department. In fact, although it has added an automated component to the functions HR performs, many operations continue to be performed manually. The JD Edwards system can be used to automate processes in Human Resources currently performed manually. There are several HR functions which can be executed by JD Edwards, such as tracking employee's salaries, benefits monitoring, position control and preparation of compensation schedules. All of these however must be set up by competent professionals who can also provide training in their use. This firm will perform the following functions: • Conduct a gap analysis to determine differences between the City's needs and existing JD Edwards solutions. • Develop a new process model to fully utilize JD Edwards functionality. • Identify training needs for Human Resources employees. • Review current processes and identify changes that provide "real value" to key users of the process. • Establish and prioritize goals for the new environment. • Identify process, organization and technology barriers currently preventing the achievement of goals for the new environment. • Determine critical success factors that are essential for mitigating the process, organization and technology barriers. The services of a professional firm will be required for over 13 weeks in FY 2001-02 for a cost approximating S 100,000. Schedule and Project Costs Prior Project Budgets 1999-00 2000-01 2001-02 2002-03 Total Phasing Imp lementationfrraining S100,000 S100,000 Construction Total S100,000 S100,000 Recommended Funding Sources Electric Utility Fund S14,525 S14,525 Wastewater Fund S4,025 S4,025 Water Fund S4,025 54,025 General Fund $77,425 $77,425 Total S100,000 S100,000 Alternatives One alternative is simply to not implement the Human Resources module. If this phase is not implemented, current inefficiencies in the manner in which Finance and Human Resources share files/databases will not be resolved. The City will not have an integrated payrollthuman resources function. The training component of this phase can be provided by sending Human Resources staff to training facilities that specialize in JD Edwards systems. However, costs associated with travel, accommodation, course fees, and the disruption of Human Resources operations actually make this alternative more expensive than the requested amount. -67- 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Finance Field Services REQUEST TITLE: Vehicle for One (1) Additional Meter Reader PROJECT DESCRIPTION Purchase one (1) vehicle for Field Services use. A Meter Reader would use this vehicle daily. PRIMARY OBJECTIVES Provide a safe, reliable vehicle for the Field Services employees. The majority of their duties are in the field, performing scheduled work that must be completed within a certain timetable, usually that day. EXISTING SITUATION One (1) additional Meter Reader has been requested in the 2001-2003 budget. This new vehicle would provide transportation for the new employee to perform their job duties. PROJECT WORK COMPLETED The Fleet Committee will approve and make recommendations to locate a vehicle to purchase. SCHEDULE AND PROJECT COSTS 2001-2002 $22,000 ALTERNATIVE Purchase a used vehicle for a lesser cost. Approximate savings would be $2,000.00. - 68 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Facilities Services REQUEST TITLE: Purchase of Pickup Truck for Construction Project Manager Project Description Purchase one small pickup truck in 2001 as new vehicle for the Construction Project Manager. This will be an addition to the City's fleet. Project Objectives Ensure that the Public Work's Construction Project Manager has a vehicle for daily support needs. Existing Situation Y' Currently the Construction Project Manager has no City -assigned vehicle. Construction projects needing oversight are located throughout the City of Lodi. The Project Manager uses personal vehicles, but should not have to do so. A small pickup truck will be the most versatile for carrying construction samples, plans, small equipment, etc., that this person utilizes daily. An alternatively -fueled vehicle, if available, will be considered. Schedule and Project Costs Phasing Acquisition Total Recommended Funding Sources Capital Equipment Fund and Alternative Fueled Vehicle Funding Total Project 2001/02 Total $22,000 $22,000 522,000 $22,000 $22,000 $22,000 $22,000 $22,000 Alternatives Do not provide a City vehicle. Require the Construction Project Manager to continue to use personal vehicles, alternative modes of transportation, or depend on a Motor Pool vehicle. This is not advised, Flee and Facilities Manager -69- 2001-2003 Financial Plan and Budget Request CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works Facilities Services Division REQUEST TITLE: Replace Library Heating, Ventilation and Air Conditioning System Project Description: Replace the physical plant and peripheral equipment for the library's heating, ventilation and air conditioning system. Project Objectives: Create a healthy, comfortable environment for library customers, staff and library materials. I) Provide a control system that efficiently maintains a set temperature 2) Provide a HVAC system that reduces energy consumption 3)Provide an environment for valuable library materials that increases their longevity Existing Situation: The Library was built in 1978 with a federal public works economic development grant. All heating, ventilation, and air conditioning (HVAC) equipment and controls installed at that time are still in use. The existing heating and cooling system has needed extensive repair, adjustments and calibrations in the past several years. Maintaining tolerable temperatures.in public and staff areas for either heating or cooling conditions is becoming increasingly difficult. The system controls are pneumatic, extremely difficult to regulate and have become unreliable. Calibrating the controls is next to impossible, and some controls have ceased to function accurately. In some instances parts for the HVAC system have been unavailable and measures to repair the machinery have created interim solutions that will only be remedied by replacing the system. This past two fiscal years over $10,000 has been invested in the HVAC system, and emergency repairs are becoming more frequent. This last year the boiler system began to fail repeatedly, leaving the building totally without heat. Initial studies of the library's heating and cooling infrastructure by multiple HVAC service companies, technicians, and mechanical engineers indicate that the system needs replacing and that some system components are insufficient in capacity for the size of the library building. It is suggested that the pneumatic control system be replaced with a computer controlled one, and that a variable air volume (VAV) design, which allows for better individual zone temperature control, be put in. The major concern is this will require removal of the existing ceiling. Because of this, replacing existing lighting with more energy efficient lighting should be considered at the same time. That project is included in a separate budget proposal. Project Work Completed: Preliminary evaluation of the system has been completed with an outline of recommended solutions submitted. Schedule and Project Costs Alternatives: Continue repairing and patching the existing system as needed. Project Effect on Operating Budget: The new equipment should reduce operating expenses in the utility category by being energy efficient, and emergency repai- costs will be substantially reduced. -70- Prior Project Budgets 2001/02 2002/03 2003104 2004105 Total Phasing Study $10,000 Design $10,000 Acquisition Construction $600.000 5600,000 Total $10,000 $600,000 $610,000 Recommended Funding Sources Capital Outlay Fund $10,000 $600,000 S610,000 Total $10,000 $600,000 5610,000 Alternatives: Continue repairing and patching the existing system as needed. Project Effect on Operating Budget: The new equipment should reduce operating expenses in the utility category by being energy efficient, and emergency repai- costs will be substantially reduced. -70- 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works Facilities Services Division REQUEST TITLE: Roof Replacement at Fire Station Three Project Description Replace the roof at Fire Station Three. Note: This was approved in the last budget but funds were re -directed at the request of the Fire Department for purchase of the diesel exhaust extraction system at this Fire Station instead. Project Objectives Replace the existing twenty -seven-year-old roof with new built-up or single -ply systems. Existing Situation Fire Station Three was constructed in 1974. The roof has had various maintenance and repair work done on it since then and the largest area over the apparatus room was replaced a few years ago. A recent Citywide roof survey confirmed this roof as a candidate for priority replacement. The areas covered by the original (unreplaced) roof are leaking, even through an increasing number of annual repairs and patches. This roof is becoming unreliable and needs immediate attention. The attached roof plan indicates (by the shaded areas) the approximate 3,000 square feet of roof that needs replacing. Part of the existing roof problems have resulted from lack of adequate slope to completely drain standing rainwater; therefore, the roof may need to be modified to improve drainage. Schedule and Project Costs Prior Project Budgets 2001102 2002103 2003/04 2004/05 Total Phasing Study Design Acquisition Construction 526.570 526.570 Total $26,570 $26,570 Recommended Funding Sources Capital Impr. Replacement Fund $26.570 $26.570 Total $26,570 $26,570 GRAND TOTAL S26,570 $26.570 Alternatives 1. incur ever -mounting repair costs and loss of reliability by failing to replace this roof. Delaying its replacement further jeopardizes the contents of the building and the people it should be protecting. Project Effect on Operating Budget 1. Eliminate costly maintenance expenses for this aging roof. 2. Reduce leaks and potential damage to office, dormitory, and Fire Department equipment. Attachment -71- 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works Facilities Services Division REQUEST TITLE: HVAC Units Replacement at Fire Station Three Project Description Replace three roof -mounted heating, ventilation, and air conditioning (HVAC) Units at Fire Station Three. Project Objectives Replace three existing twenty-seven year-old roof -mounted HVAC units with new ones. Existing Situation Fire Station Three was constructed in 1974. The original HVAC equipment is worn out and unreliable. Replacement of the three roof -mounted units was recommended by the Energy Consultants under the City -Wide Energy Efficiency Improvement Study two years ago, but was not part of the final adopted project. Replacement of these three remaining HVAC units is now needed. They have exceeded their useful life and are requiring an increasing number of annual repairs and emergency call -outs. Schedule and Project Costs Prior Project Budgets 2001/02 2002/03 2003/04 2004/05 Total Phasing Study Design Acquisition (3) @ 513,000 ea. S39,000 $39,000 Construction Total $39,000 $39,000 Recommended Funding Sources Capital Impr. Replacement Fund 539.000 $39.000 Total $39,000 $39,000 GRAND TOTAL $39.000 $39.000 Alternatives 1. Incur ever -mounting repair costs and loss of reliability by failing to replace these HVAC units. Delaying their replacement will further inconvenience employees in the building when units fail. Project Effect on Operating Budget 1. Eliminate costly maintenance expenses for these aging units. 2. Reduce emergency call -outs by repairmen and staff. 3. Save energy costs of operation due to use of modern, more energy-efficient units. - 72 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Public Works Facilities Services Division REQUEST TITLE: Roof Replacement at White Slough Treatment Plant, Phase 11 Project Description Replace the roof at the White Slough Wastewater Treatment Plant Administration/Control Building. "Note: $45,000 was funded in 2000-09, this request is for the $22.000 needed in 2009-02 Project Objectives Replace the existing thirty -four-year-old roof with new built-up or single -ply systems. Existing Situation The roof on the Administration/Control Building was installed when the facility at the White Slough Wastewater Treatment Plant was constructed in 1967. The roof has had varying amounts of maintenance and repair work done on it since then, but has not been replaced. The building went through a remodel and expansion in 1990, but only a small portion of the roof was replaced and/or modified. The worst part of the roof, at the entryway, was repaired in October/November 1998 and is now watertight. A recently completed Citywide roof survey confirmed this roof as a candidate for priority replacement. It has exceeded its useful life and is leaking, even through an increasing number of annual repairs and patches. It is becoming unreliable and needs immediate attention. The attached roof plan indicates (by the shaded areas) the approximate 6,433 square feet of roof that needs replacing in 2000101, and the approximately 3,167 square feet to be replaced in 2001102 (total is 9,600 square feet). Part of the existing roof problems have resulted from lack of adequate slope to completely drain standing rainwater; therefore, the roof may need to be modified to improve drainage. Schedule and Proiect Costs Prior Project Budgets 2000/01 2001/02 2002/03 2003/04 Total Phasing Study Design Acquisition Construction $45,000 $22.000 S67.000 Total $45,000 $22,000 $67,000 Recommended Funding Sources Wastewater Fund $45.000 $22,000 S67.000 Total $45,000 $22,000 S67,000 GRAND TOTAL _ _S45 000 $22,000 S67,000 Alternatives 1. Incur ever -mounting repair costs and loss of reliability by failing to replace this roof. Delaying its replacement further jeopardizes the contents of the building it should be protecting. Project Effect on Operating Budget 1. Eliminate costly maintenance expenses for this aging roof. 2. Reduce leaks and potential damage to office, laboratory, and shop equipment. - 73 - 2001-2003 Financial Plan and Budget CAPITAL IMPROVEMENT BUDGET REQUEST ACTIVITY: Facilities Services REQUEST TITLE: Purchase of Pickup Truck Project Description Purchase one pickup truck in 2001/02 as an additional vehicle for the Facilities Services staff to share, and obtain equipment and accessories to fully equip the truck for duty. This truck will be an addition to the City fleet. Project Objectives 1. Ensure that the Facilities Services staff has the type of vehicles they need for daily support they provide to facilities citywide. 2. Ensure that quantities of vehicles are adequate for staffing levels. Existing Situation Currently there is only one full-size van to share between three staff. This has severely limited their ability to get the work done as they are usually going in at least two, if not three, directions at the same time. Existing facilities they take care of are located all over the community, and new facilities planned to be added on the extreme western and easterly edges of the city (Fire Station #4 and the new Electric Utility Complex). One additional truck is needed in the 2001/02 fiscal year to help maintain this growing number of facilities that this division services. A new pickup truck equipped with utility box, powered lift -gate, 2 -way radio, and accessories will cost $29,000. Schedule and Project Costs Prior Project Budgets 2001/02 2002/03 Total Phasing Study Design Acquisition Construction Total Recommended Funding Sources Capital Equipment Fund Total $29,000 $29,000 $29,000 $29,000 $29.000 $29.000 $29,000 $29,000 Alternatives 1. Continue to expect that three, and possibly more, staff continue to share just one van. This is proving to be very limiting, difficult to schedule, and inefficient. As the number of, and proximity between, facilities grows greater, sharing just one vehicle becomes more and more impossible. �Y Fleet and Facili ies Manager -74-