HomeMy WebLinkAboutAgenda Report - March 19, 1997 (91)4<'fFOR�
AGENDA TITLE: Fleet Policies and Procedures
MEETING DATE: March 19, 1997
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council adopt the attached resolution and authorize
any other associated actions necessary to adopt the Fleet Policies
and Procedures.
BACKGROUND INFORMATION: In November 1995, the City Manager gave the Public Works Department
the responsibility of coordinating an effort to put together a
comprehensive fleet policies and procedures manual for the City of Lodi.
A committee was formed, including representatives from all departments,
to systematically do two things: 1) find, review, and assimilate existing City of Lodi policies, practices, and
understandings related to fleet management; and 2) create new policies and procedures.
On January 16, 1996, the newly formed Fleet Policies and Procedures Committee met with the Council
at a Shirtsleeve Session to outline the direction of the Committee, confirm the types of items to be
included, and to discuss replacement criteria and procedures. It was agreed that the document should
cover areas, such as:
• Purchasing of City vehicles
• Replacement criteria and procedures
• Disposition of surplus vehicles
• Fleet sizing and maximum utilization strategies
• Use of City vehicles
• Use of personal vehicles for City business
• Vehicle appearance
• Budgeting
• Insurance
The Committee met on a weekly basis to complete the draft document and, in October 1996, circulated
it to all departments and Council for review. The Committee then discussed and incorporated these
comments/changes and prepared the final draft for presentation to the City Council. The final draft has
been discussed with the City Council at its Shirtsleeve Sessions, February 4, 11, 18 and 25, 1997.
The Fleet Policies and Procedures incorporate many policies and practices the City of Lodi has been
operating under with either minor or no changes, and set forth new guidelines for purchasing,
budgeting, utilization and replacement, and donated vehicles. By adoption, it will organize the City's
vehicles and equipment into two fleets (Enterprise and General) and create management committees
APPROVED:
H. Dixon Flynn -- City Manager
CFLTPP.DOC / 03112!97
Fleet Policies and Procedures
March 19, 1997
Page 2
for each. Also required is the establishment of two funds for vehicle replacements (General Fleet Fund
and Enterprise Fleet Fund). It lays out the responsibilities and the calendar for City staff and the Fleet
Management Committees to follow.
The Fleet Policies and Procedures Manual is a thorough and comprehensive fleet management
document that should serve the City of Lodi for years to come; staff recommends it be adopted.
Copies of the Fleet Policies and Procedures were provided to the Council as part of the
February 4, 1997 Shirtsleeve packet. Changes resulting from the Shirtsleeve Sessions February 4,
11, 18 and 25 are described in the attachment. A complete, updated copy of the Fleet Policies and
Procedures is also on file in the Public Works Department.
FUNDING: Cost impact to be determined.
�ajoqQ-)
�{ Jack L. Ronsko
Public Works Director
Prepared by Dennis J. Callahan, Building and Equipment Maintenance Superintendent
JLR/DJC/Im
attachments
cc: City Attorney
Management Team
Purchasing Officer
Fleet Policies and Procedures Committee
CFLTPP.DOC 3112197
FLEET POLICIES AND PROCEDURES
Changes from
Shirtsleeve Sessions
1) Page 1.2, Fleet Management Committees, re: Size of General Fleet Management
Committee - The Fleet Management Committees will consist of representatives from each
of the departments. These representatives will serve as Fleet Coordinators.
Change: None. (Remember that the responsibilities of the Committee do not require
frequent meetings.)
2) Page 2.2, Funding Policies, C - The City will maintain a minimum fund balance in the
General Fleet Fund and the Enterprise Fleet Fund of at least thirty percent (30%) of the
original purchase cost of the fleet.
Change: The City will maintain a minimum fund balance in the General Fleet Fund
and the Enterprise Fleet Fund to meet the following goals:
a) allow for annual fluctuations in expenditures while maintaining a level annual
transfer to the fund; and,
b) maintain a minimum balance to allow for emergency replacement purchases.
The City recognizes that the minimum balance cannot be attained in the first year
of implementation of this policy and an annual transfer amount needs to be
established based on experience and implementation of this policy. Therefore,
the minimum balance and the annual transfer amount shall be established as part
of the budget process.
The annual contribution to the funds will generally be based on the annual -use
allowance which is determined based on the estimated service life of the vehicle or
equipment and its original purchase cost. The Finance Director and Fleet Manager will
establish an annual funding ceiling for the purchase of replacement vehicles. These
funds will be used to purchase vehicles, component equipment, and to make vehicle
modifications necessary to replace an existing vehicle.
The City Council always maintains the authority to not fund equipment
replacement or borrow from the Fund in any given year.
3) Page 3.1, Acquisition Policy Guidelines, A - The City Manager, or his designated
representative, is authorized to solicit bids and award contracts for the purchase of vehicles
approved in the budget and costing $50,000 or less per vehicle. Purchases with an
estimated value greater than $50,000 per vehicle require the approval of the City Council
prior to soliciting bids. The City Manager is further authorized to approve the emergency
replacement of vehicles costing $50,000 or less per vehicle.
Change: Add cc: to City Council on the City Manager's Special Request.
4) Page 3.4, Donated Vehicles, A - The City Council shall be the sole authority in determining
when acceptance of an offer of donated vehicle(s) shall be deemed to be in the best
interest of the City.
Change: Add: All donated vehicle offers will be forwarded to the City Council,
through the City Manager, with a recommendation from the Fleet Manager and
receiving department. The recommendation and acceptance shall include a
determination as to whether or not the vehicle shall be included in the replacement
program.
FLTPPCHG.DOC
5) Page 4.4, Assigned Take -Home Vehicles, Table 1 -
• Change: Delete Table 1 from document and renumber other tables in the Fleet
Policies and Procedures.
• Change Page 4.1, new G to read: Approved take-home vehicles should not be
taken home if it takes longer than twenty (20) minutes to report to duty location.
• New J to read: No City vehicle should be taken home except those approved by
the City Manager.
• Page 4.2, Responsibilities of the City Manager, A, 3 reads: Annually authorizes take-
home assignments of City -owned or City -leased vehicles for commuting and for the
conduct of day-to-day business on a vehicle -by -vehicle basis, and forwards current
list to the City Council.
6) Page 3.3, Surplus Vehicle Procedures, re: Memorandum of Disposition -
Change: City Manager will notify the City Council when a request to dispose of a
vehicle is authorized by forwarding a copy of the Memorandum of Disposition.
7) Page 4.4, Guidelines for Utilization/Replacement, Vehicle/Equipment Class 1.A,
Police Patrol -
Change: 80,000 miles to 90,000 miles
8) Page 7. 1, Insurance and Use of Personal Vehicles -
THIS SECTION NEEDS ADDITIONAL WORK AND COORDINATION WITH OTHER CITY
POLICIES AND WILL BE BROUGHT BACK TO THE CITY COUNCIL IN THE NEAR
FUTURE.
NOTE: Minor editorial corrections and renumbering not listed.
FLTPPCHG.DOC
0 MEMORANDUM, City of Lodi, Public Works Department
To: City Council
City Manager
From: Building and Equipment Maintenance Superintendent
Date: March 18, 1997
Subject: Fleet Policies and Procedures
March 19, 1997 Consent Calendar Item 17
Pages 2.1 and 2.2 of the Fleet Policies and Procedures indicate that replacement
vehicles and equipment are generally budgeted and funded in the General Fleet Fund
or the Enterprise Fleet Fund. Clarification (and rewording) is necessary to recognize
that the Enterprise Fleet Fund is actually made up of four separate enterprise funds
that CANNOT be intermixed. Electric Utility, Water, Wastewater, and Transit must all
be maintained as individual equipment replacement funds.
Although these funds may be referred to collectively as the Enterprise Fleet Fund(s),
according to the Finance Director, because of funding sources and for auditing and
accounting purposes, the City must manage them separately.
Changes to the Fleet Policies and Procedures to implement this clarification are
as follows:
Page 2. 1, Overview, Paragraph 3: Under the budget process described
below, replacement vehicles are generally budgeted and funded in the
General Fleet Fund or the Enterprise Fleet Funds.
Page 2.2, Funding Policies, B: Funding for the purchase of both
scheduled and emergency replacement vehicles damaged beyond repair
will be from the General Fleet Fund, Enterprise Fleet Funds, or other
sources, as applicable.
Page 2.2, Funding Policies, C: The City will maintain a minimum fund
balances in the General Fleet Fund and the Enterprise Fleet Funds to
meet the following goals:
tDennis. Ilahan
Building and Equipment Maintenance Superintendent
DJC/DC/1m
cc: City Attorney
Management Team
Purchasing Officer
Fleet Policies and Procedures Committee
MCFLTPP.DCC
RESOLUTION NO. 97-33
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE FLEET POLICIES AND PROCEDURES
BE IT RESOLVED, that the Lodi City Council does hereby approve the
Fleet Policies and Procedures, as shown on Exhibit A, attached hereto.
Dated: March 19, 1997
I hereby certify that Resolution No. 97-33 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held March 19, 1997 by the
following vote:
AYES: Council Members - Land, Mann, Sieglock, Warner
and Pennino (Mayor)
NOES: Council Members - None
ABSENT: Council Members - None
ABSTAIN: Council Members - None
J IFE P RIN
y Clerk
97-33
City of Lodi
Fleet Policies and Procedures
CITY OF LODI
FLEET POLICIES AND PROCEDURES
TABLE OF CONTENTS
SECTION DESCRIPTION PAGE
1 Introduction
1.1
2 Budget
2.1
3 Acquisition and Disposition
3.1
4 Utilization and Replacement
4.1
5 Vehicle Operation
5.1
6 Operator Responsibilities
6.1
7 Insurance
7.1
8 Glossary
8.1
APPENDIX
A. Fleet Management Organizational Chart
B. City Manager's Special Request (sample)
C. Memorandum for Disposition (sample)
D. Overview of Vehicle Summary Report and Vehicle/Equipment Master List:
1. Vehicle Summary Report (sample)
2. Vehicle/Equipment Master List (sample)
E. Vehicle Folder Contents:
1. Accident Card
2. Proof of Insurance
3. Accident Information Checklist
4. Courtesy Card
5. Incident Report
6. Vehicle Registration Form
7. Pre-operation Inspection Form
F. Authorization to Use Privately -Owned Vehicle on City Business Form
FLTPOLTC.DOC 3/6/97
CITY OF LODI INTRODUCTION
FLEET POLICIES AND PROCEDURES SECTION 1
OBJECTIVES
The Fleet Policies and Procedures govern the management, operation, acquisition, and
disposition of vehicles and equipment owned and leased by the City of Lodi. The
objectives of the Fleet Policies and Procedures are to:
A. Provide safe, dependable, and clean vehicles for the transportation of
authorized City employees and for the delivery of essential services at
the lowest possible cost.
B. Achieve the maximum utilization of each vehicle in order to reduce the
overall fleet size to an effective minimum.
C. Inform operators of City -owned vehicles of their responsibilities for the
care and use of City vehicles.
D. Establish budget and funding procedures for new and replacement
vehicles.
E. Establish policies regarding the use of personal vehicles for conducting
City business.
F. Ensure that the appearance and use of City vehicles present a positive
image for the City.
POLICY GUIDELINES
The following policies govern the general management of the City's vehicle fleets:
A. The City Manager is responsible for the management, operation,
acquisition, and disposal of City owned and leased vehicles. The
City Manager, with City Council concurrence, may amend the policies
and procedures as required in order to meet the objectives stated above.
B. Department Heads are responsible for the enforcement of these policies
and procedures.
C. The City has organized City vehicles into two fleets: Enterprise and
General (see Appendix A).
D. The Fleet Management Committees will be established to serve the
City Manager in all vehicle -related matters to include budgeting,
acquisition, disposition, assignments, vehicle operation, maintenance,
and insurance.
FLTPOLDI.DOC 1.1 1J27/97
CITY OF LODI BUDGET
FLEET POLICIES AND PROCEDURES SECTION 2
OVERVIEW
This section outlines the basic policies and procedures that will be used in preparing
budget requests for vehicles to be included in the City's Financial Plan and Budget.
These instructions ensure conformance with the fiscal and administrative policies
established by the City Council and the City Manager.
At the time the Financial Plan is to be prepared, specific budget instructions will be
issued. Included in these instructions will be the budget calendar, funding targets,
guidance for changes in service levels and specific budget formats to use in presenting
Significant Expenditure Requests and Capital Improvement Budget Requests.
Accordingly, the policies and procedures described in this section provide a basic
foundation for budget preparation.
Under the budget process described below, replacement vehicles are generally
budgeted and funded in the General Fleet Fund or Enterprise Fleet Fund. Target levels
will be established by the City Manager and the Finance Director for each two-year
budget cycle based on projected replacement needs. As such, the target funding does
not authorize specific replacements. Replacement vehicles will be specifically identified
and listed in the Financial Plan. Vehicles will be replaced based on target funding
provided in the Financial Plan if justified and approved by the appropriate Fleet
Management Committee.
Requests to increase the size of the City fleet will be included in the Capital
Improvement Budget. The vehicle requested will be described and specifically
listed as a line item in the Capital Improvement Budget. The request must
include funding source.
POLICY GUIDELINES
The following policies are to be used for programming and budgeting the purchase or
lease of vehicles used to conduct City business and to deliver City services:
A. Departments are responsible for identifying and budgeting for vehicles
which increase the size of the City fleet or requests which significantly
change a vehicle class in the current vehicle inventory, such as a pickup
truck for a dump truck.
B. Department Heads are responsible for identifying and recommending
replacement vehicles based on the City's vehicle utilization criteria.
C. The Fleet Management Committees will review all requests for vehicles
that increase the size of the City fleet as well as for replacement
vehicles. Approval will be based on the justification presented and the
City's vehicle utilization guidelines.
D. Budget requests for vehicles will include the total cost of a vehicle:
delivery cost, vehicle modifications, and the cost of component
equipment and installation, if applicable.
FLTP0L02.D0C 2.1 3/4197
DEPARTMENT REQUIREMENTS
A. Departments are responsible for identifying their need for replacement
vehicles, additional vehicles, or significant changes in vehicle class
required to conduct City business. Requests will be submitted by the
Fleet Coordinator to the Department Head. If approved by the
Department Head, the request will be forwarded to the appropriate Fleet
Management Committee for review and approval. This request will
include the following information:
1. Class of vehicle(s) to be replaced
2. Number of vehicles to be replaced
3. City vehicle number and Vehicle Identification Number (VIN) of the
vehicles to be replaced
4. Number of vehicles to be purchased
5. Class of vehicles to be purchased
6. Estimated cost of the replacement vehicles, modifications,
component equipment, shipping cost, sales tax, and any other costs
that will be incurred in acquiring the required vehicle
7. Estimated operating cost per mile, including gas, lubricants, and
maintenance, if appropriate
8. Vehicle utilization criteria in years, miles, and hours of operation as
appropriate (refer to Section 4, Utilization/Replacement Guidelines
Table 2)
9. Recommendation for disposal or second use
B. Fleet Coordinators are responsible for preparing fleet utilization statistics
each July and submitting this information to the Fleet Management
Committees with recommendations for replacing or changing the class of
vehicles.
C. Requests for vehicles that increase the size of the City fleet or result in
significant changes in vehicle class will be submitted and justified during
the biannual budget cycle, including the information shown below, using
the appropriate Capital Improvement Budget form. Only by exception
will the City Council be requested to approve additions to the City fleets
out of the normal budget cycle.
1. Request Title - Short -form description of the request for easy
reference
2. Purpose - A description of the City service(s) or business for which
an additional transportation or a special-purpose vehicle (or
significant change in vehicle class) is required
3. Vehicle Description - Class of vehicle required
4. Required Modifications - A description of modifications required to
place the vehicle into operation
5. Component Equipment - A listing of component equipment required
to place the vehicle into operation
6. Utilization Criteria - Estimated miles and hours of operation per year
7. Alternatives - A description of other methods in meeting vehicle
needs, such as leasing, use of existing fleet, or contracting of service
requirement
8. Recommendation for disposal or second use
FLTPOL02.DOC 2.3 3113197
Department I_
Prepares Request
Fleet Coordinator
Dept. Head
City Manager
Review
& Award
Purchasing
Under $50K
Used or \`ew
Lease (BID)
CITY OF LODI
FLEET MANAGEMENT VEHICLE PURCHASE FLOW
Fleet
Management
Enterprise
General
Fleet
Fleet
Committee
Committee
Finance Director
Fleet Manager
ApprovalI I Review
1 Request
Over S50K
New Bid
Specifications
< Est. Value
& < budgeted
Over Budget
PURCHASE VEHICLE
Preliminary
City
Budget
City Council
Bid Spec.
Approval
Further
Council
Action
Approved
City
Budget
DATE: 22NOV96
H:\',ATA\CAD\MI jC\E XMIBITS\VEH_FLO'W.0 WC
CITY OF LODI ACQUISITION AND DISPOSITION
FLEET POLICIES AND PROCEDURES SECTION 3
OVERVIEW
This section describes the steps required to acquire or dispose of a City vehicle.
These procedures may be tailored to the needs of any acquisition or disposal, but
are not subject to deviation without approval of the City Manager.
POLICY GUIDELINES
A. The City Manager, or his designated representative, is authorized to
solicit bids and award contracts for the purchase of vehicles approved in
the budget and costing $50,000 or less per vehicle. Purchases with an
estimated value greater than $50,000 per vehicle require the approval of
the City Council prior to soliciting bids. The City Manager is further
authorized to approve the emergency replacement of vehicles costing
$50,000 or less per vehicle.
B. On all purchases greater than $50,000 having prior approval by the
City Council to solicit bids, the City Manager will generally be authorized
to award the bid to the lowest responsible bidder if the amount of the bid
is less than the estimated cost reported to the Council.
C. The City will attempt to consolidate vehicle purchases to the maximum
extent feasible. The City will also use State Office of Procurement
contracts and other California public agency bids whenever it is in the
best interest of the City to do so.
D. All vehicles acquired by the City will be registered in the name of the City
of Lodi, P. O. Box 3006, Lodi, CA 95241-1910. Police undercover
vehicles are exempt from the requirements of this section.
E. The Certificate of Title (pink slip) will be maintained by the
Finance Department for all City vehicles.
F. When staff believes the interests of the City can best be served with the
acquisition of a used vehicle(s), a request to purchase such used
vehicle(s) must be submitted via the respective Fleet Coordinator,
through the Department Head, to the appropriate Fleet Management
Committee for review. The request must include an evaluation of
warranties and cost advantages to the City, in addition to other
information required by this section. If approved by the Fleet
Management Committee, the request shall be forwarded to the
City Manager for approval prior to purchase of such vehicle.
G. Further, when staff believes that the interests of the City can best be
served with the lease of a vehicle or vehicles, a request to lease the
vehicle(s) shall be submitted via the respective Fleet Coordinator,
FLTPOL03.DOC 3.1 1127197
Lodi City Code, Section 3.20, (and the Purchasing Procedures, Paragraph A,
above) to obtain the best equipment value in compliance with the approved
specifications.
4. The Department Head, Fleet Coordinator, and Fleet Manager will review and
evaluate bids, contracts, or negotiated agreements for price and conformity
to specifications, and prepare an award recommendation to the
City Manager for approval. For budgeted vehicles with cost exceeding
$50,000, City Council approval is required to award the purchase contract if
the bid amount is greater than that indicated in the original purchase
request.
5. All approved purchases shall be made with a City of Lodi purchase order,
upon which shall appear department name, budget account, full vehicle
description, unit and total prices, and date of City Manager or City Council
approval, as applicable. Terms and conditions of the purchase shall be
noted by reference on, and/or attached to, the purchase order.
6. Upon receipt of vehicle(s) from the vendor, the Fleet Manager,
Fleet Coordinator, or their designee, will inspect vehicle(s) for conformance
to bid specifications and ensure that the vehicle(s) is/are free of defects.
Upon acceptance, the Fleet Manager will forward the vendor's invoice to the
Accounts Payable Section of the Finance Department for payment.
7. Vehicles (except Police undercover vehicles) will be registered by the
Fleet Manager in the name of the City of Lodi. Undercover vehicles will be
registered by the Chief of Police. All pink slips will be filed in the
Finance Department safe.
SURPLUS VEHICLE PROCEDURES
A. The following procedure shall be used to dispose of surplus vehicles:
1. When a replacement vehicle has been requested, the respective
Fleet Coordinator shall submit a Memorandum of Disposition requesting
authorization to sell or otherwise dispose of the vehicle being replaced.
The memorandum shall include the following information:
E
3.
a. Make, model, and year of manufacture of the vehicle;
b. Department and division to which the vehicle was assigned;
c. City vehicle number, license number, and VIN;
d. Current odometer or hour meter reading;
e. Reason for disposal of the vehicle;
f. Estimated value;
g. Planned method of disposition. (Vehicles having a value shall be
sold at auction, by sealed bid, or through trade-in toward the
purchase of the replacement vehicle. Wrecked vehicles
estimated to have only junk value shall be removed from City
property by the most economical means.)
In the event the vehicle to be disposed of is not the same vehicle identified
in the budget request as the vehicle to be replaced, a brief summary of
circumstances justifying such change shall also be included with the
memorandum. Such circumstances may include unanticipated change in
operating condition to another vehicle in one of the City's fleets.
Upon approval to dispose of the vehicle, the Purchasing Officer shall
prepare a Bill of Sale, Power of Attorney (if applicable), and Release of
FLTPOL03.DOC 3.3 3!7197
acquisition and disposal of the vehicle(s). Staff shall determine that such
acceptance will not result in any conflict of interest insofar as any
present or future business relationship between the City and the donor.
C. Donated vehicles shall not be deemed to be part of the City's fleet for
purposes of determining the number of vehicles (actual or authorized) in
the fleet, unless a donated vehicle becomes a replacement for an
authorized vehicle.
D. Donated vehicles shall be included in the count of vehicles maintained
by the Equipment Maintenance Division, and shall be identified with a
designation within the vehicle number.
E. When a donated vehicle is added to the fleet an appropriate adjustment
shall be made to the Fleet Budget. The maintenance cost of a donated
vehicle shall be added to the Equipment Maintenance Division budget
from the operating budget of the department which the donated vehicle
is assigned.
F. Funds received from the sale or disposal of a donated vehicle shall be
credited to the assigned department's respective Fleet fund.
G. Guidelines established by these policies and procedures regarding
utilization, operation, and operator responsibilities, insurance, and
disposal shall apply.
H. Vehicles acquired through law enforcement asset seizure proceedings
shall be deemed to be donated for purposes of this policy.
FLTPOL03.DOC 3.5 314197
CITY OF LODI UTILIZATION AND REPLACEMENT
FLEET POLICIES AND PROCEDURES SECTION 4
OVERVIEW
The utilization guidelines provided in this section assist staff in determining if City
vehicles are being efficiently used, when vehicle assignments should be changed,
when a vehicle should be retired, and when the fleet no longer requires the vehicle.
However, utilization guidelines provided in this section cannot replace good
management and the prudent use of City resources. Utilization guidelines are intended
to serve the Fleet Coordinators, Fleet Management Committee, and the City Manager
as one tool among many in maximizing the City's vehicle resources.
Vehicle use is normally evaluated based on a mileage or hours -of -operation basis.
Accordingly, the City must maintain accurate records that measure vehicle utilization.
Mileage is normally useful in evaluating administrative vehicles. Hours of operation are
used to evaluate vehicles, such as heavy trucks, tractors, and backhoes. Vehicles
assigned to field employees are best evaluated by a combination of miles, hours of
operation, and suitability for assigned work. Police sedans used for undercover work
may require evaluation based on suitability and special needs.
The vehicle utilization guidelines described in this section do not account for the
assignment of vehicles for more subjective reasons, such as call outs, or public
safety/emergency response purposes. A single set of criteria is provided for all types of
vehicles and is intended to be flexible enough to account for differences in class and
use.
POLICY GUIDELINES
A. The City's vehicle fleet will not exceed the minimum number of vehicles
necessary to effectively conduct City business. Alternative
transportation, such as vehicle allowances, or rental/lease agreements,
will be considered before adding additional vehicles to the City's fleet or
replacing a City vehicle.
S. City vehicles will be assigned based on demonstrated operational needs
and vehicle utilization guidelines.
C. City vehicles may be assigned to a vehicle pool for common use or to an
individual employee based on demonstrated need.
D. Mileage reimbursement may be authorized by a Department Head or an
appointee when the use of a personal -owned vehicle is necessary to
conduct City business. Reimbursement will be made at the current IRS
rate for the use of privately -owned automobiles to conduct business.
E. City vehicles may only be used to conduct personal business (see
"Personal Use of City Vehicles", Page 6.2) when the vehicle is assigned
to an employee as an integral component of the employee's
compensation or is specifically authorized by the City Manager.
Personal use may result in year-end tax adjustments.
F. Take-home vehicles must be approved by the City Manager each
December based on justification submitted by Department Heads for the
ensuing calendar year. Take-home assignments will be evaluated on
FLTPOL04.DOC 4.1 1127197
4. Reviews vehicle take-home assignments annually and forwards
recommendations to the City Manager for approval.
C. Department Heads
1. Provide justification for take-home assignments pursuant to the
criteria established in this policy.
2. Authorize the use of rental vehicles, for periods of less than
6 months, to conduct City business. Approve all vouchers and
purchase orders to rent vehicles.
3. Authorize the use of City -owned vehicles for conducting out-of-town
City business or overnight travel. Authorization must be coordinated
with the Fleet Manager to determine availability of vehicles if the
vehicle to be used will be from the vehicle pool.
D. Fleet Manager
1. Prepares the annual Vehicle Utilization Report
2. Maintains a pool of sedans for the transportation and travel of City
staff and Council. The size of the pool will be determined based on
the demonstrated need determined from utilization criteria, mileage
reimbursement, and rental information.
E. Fleet Coordinators
1. Verifies completeness of vehicle folder monthly.
UTILIZATION AND REPLACEMENT GUIDELINES
A. The guidelines for utilization/replacement provided in Table 2 (Pages 4.4
and 4.5) are to assist the Fleet Manager, Department Heads, and the
Fleet Management Committees in managing the City's fleet.
B. These minimum guidelines will be refined and adjusted as staff develops
experience with utilization criteria from vehicle records and from
information provided by vendors in bid submissions. Each vehicle will
have a vehicle operation log to track the following information:
1. Department/Division
2. Assigned driver
3. Miles/hours of operation per month
4. Maintenance/repair costs
5. Per mile/hour cost
C. The Fleet Manager will ensure that the log listed above is maintained for
each vehicle.
D. Guidelines for utilization/replacement provided in Table 1 (Pages 4.4 and
4.5) are benchmarks to qualify for consideration in developing standards
for purchasing and replacing City vehicles. Accordingly, the decision to
replace a vehicle will be based on cost of operation, maintenance status,
vehicle condition, major repairs anticipated and resale value.
E. Fleet Coordinators
1. Prepare the City Manager's Special Request Form (for vehicles
costing $50,000 or less) or Council Communication (for vehicles
having a cost greater than $50,000).
2. Identify department's requirements for additional/replacement
vehicles and prepare a CIB request as appropriate.
FLTPOL04.DOC 4.3 314197
b
0
r
IN
6. Trailers
A.
General Trailers
B.
Specialty Trailers
7. Miscellaneous Vehicles/Equipment
A.
Construction/Material Handling
Operation"
(items not listed below)
B.
Mowers
C.
Marine (boats)
D.
Specialty Equipment
Slip -Box Paver
Motor Graders
6 years
Backhoe/Loaders
6 years
Air Compressors
Medium Crane
TV Inspection System
Hydro -Jet Sewer Cleaner
Rough -Terrain Crane
Leaf Sweeper
GUIDELINES FOR UTILIZATION/REPLACEMENT (cont.)
Replacement Guidelines
Years of
Miles of
Reserve Period/
First -Line
First -Line
Secondary Use
Operation"
Operation
(if any)
15 years
15 years
15 years
6 years
6,000 hours
6 years
20 years
20 years
20 years
7 years 8 years
10 years 2,000 hours
10 years 5 years
8 years
6 years 6 years
20 years
5 years
Utilization Guidelines
Miles Hours of
Per Year Operation
Per Year
750
150
'Years of operation are measured from the original in-service date. Accordingly, years of City operation will be less for used vehicles and any cost analysis of
new versus used vehicles will reflect the lower estimated life of used equipment.
A
v
CITY OF LODI VEHICLE OPERATION
FLEET POLICIES AND PROCEDURES SECTION 5
OVERVIEW
The policies and responsibilities provided in this section ensure that City vehicles are
maintained and operated in a safe and responsible manner. The operation and
management of the City fleets are the responsibility of the Public Works Director
(General, Water, Wastewater and Transit Enterprise) and the Electric Utility Director
(Electric Utility Enterprise). The policies and procedures itemized here are a minimum
standard for operating and maintaining City vehicles. The designated
Department Heads are responsible for providing additional instruction as required to
allow for variation within each Fleet and vehicle class. To assist in these duties,
Department Heads may appoint a Fleet Coordinator.
POLICY GUIDELINES
A. Vehicle Operations
1. City vehicles will be operated only by properly licensed drivers who
have met the training standards established by the Fleet Coordinator.
2. City vehicles may be equipped with the following safety items for
emergency use unless the Fleet Coordinator determines that these
safety items are impractical or unsafe:
a. First Aid Kit
b. Fire Extinguisher
c. Flares
d. Reflective Warning Triangles
City-wide standards for some of these items will be established by
the Fleet Management Committee.
3. The Fleet Management Committee will establish requirements for a
vehicle folder for each City vehicle. Based on operational
considerations, the folder will normally contain the following
documentation:
a. Accident Card/Proof of Insurance
b. Accident Information Checklist
c. Courtesy Card
d. Incident Report
e. Vehicle Registration Form
f. Pre-operation Inspection Form
B. Vehicle Markings and Identification
All new vehicles purchased by the City will be white in color with the
exception of vehicles assigned for special tasks as determined by the
Department Head. Used vehicles and special-purpose vehicles,
such as graders, street sweepers, fire engines, and fire trucks may
be amber, orange, red or other standard manufacturer color when
determined by the designated Department Head that such color will
improve safety, significantly reduce cost of acquisition, reduce cost of
maintenance, or reduce operating costs. The selection of solid, non-
metallic colors is preferred for all vehicles purchased.
FLTPOLOS.DOC 5.1 38197
CITY OF LODI OPERATOR RESPONSIBILITIES
FLEET POLICIES AND PROCEDURES SECTION 6
INTRODUCTION
There are certain rules which should be well known and strictly followed by everyone
who operates a City vehicle. When a vehicle is assigned to an employee, the City is
providing an expensive tool which assists the employee in performing assigned duties.
The City expects the employee to take good care of the vehicle and operate it in such a
manner that no accidents will occur and that the greatest economy will result.
These instructions are meant to inform the operator (employee) of the responsibilities
regarding City vehicles, of standard and emergency operating procedures, and to let
the operator know what to do if anything goes wrong with the vehicle.
The City expects the operator to exercise good judgment at all times. If there is any
doubt about anything contained in this summary of operator responsibilities, the
operator should contact their supervisor or Fleet Coordinator.
THE FLEET MANAGEMENT PROGRAM
The Fleet Manager, under the direction of the City Manager, has overall responsibility
for the City's Fleet Management Program. The Fleet Management Committees assist
the Fleet Manager with the day-to-day decisions that must be made to administer this
program. The Fleet Coordinators, under the direction of their Department Heads, are
responsible for managing the vehicles within their departments.
The Fleet Coordinators will do on-going assessment of the transportation needs of their
departments. They will make recommendations to the Fleet Manager and their
Department Heads regarding increases or decreases in the Fleet size, vehicle
assignments, changes in vehicle types, component equipment, and any other area that
affects the efficient management of their department's vehicles.
If an operator has a problem with a vehicle and cannot resolve it by using the
procedures below, they should contact their supervisor or Fleet Coordinator.
Employees with suggestions for improving the overall management of their
department's fleet are encouraged to contact their Fleet Coordinator.
FULL-TIME VEHICLE ASSIGNMENTS
Full-time vehicle assignments are made on the basis of need and not necessarily
because of job title (full-time vehicles are not necessarily "assigned take-home
vehicles" as listed on Page 4.4, Table 1). Each employee's need for a full-time
assigned City vehicle will be reviewed on an ongoing basis and changes in
assignments made as appropriate. Factors used to measure such need will include:
1. Frequency and duration of trips
2. Emergency or immediate response duties
3. Specialized equipment which must remain in the vehicle
4. Specialized vehicle or components needed for job assignment
5. Efficiency loss due to conflicting staff need for the same vehicle(s)
FLTPOL06.DOC 6.1 1127197
Employees may also be allowed to use the vehicle for necessary transportation
between lodging, classes/meetings, and dining during such travel.
OPERATOR MAINTENANCE
Proper care and preventive maintenance will keep City vehicles running efficiently and
looking their best. Employees should exercise good judgment and care for City
vehicles as if they were their own. Operators are responsible for doing certain
maintenance on the car they are driving at each refuel. This includes but is not limited
to:
1. Checking the fluid levels (such as oil, coolant, etc.) and replacing as
necessary
2. Visual inspection of tires for cracks, tread wear, and proper inflation
3. Lamp, horn and wiper inspection
4. Cleaning windows
5. Checking and restocking safety equipment (fire extinguisher, first-aid kit,
flares, etc.), as needed
VEHICLE APPEARANCE
As a representative of the City, a vehicle operator is responsible for keeping his/her
assigned vehicle looking its best at all times. The City will pay for commercial car
washes for all light-duty vehicles (sedans, vans, pickups). Heavier vehicles must use
the City -owned washing facility at MSC, or other approved locations. If more than two
commercial car washes are needed within 30 days, prior approval of a supervisor will
be required. The City will pay for additional detailing and waxing of vehicles only if
advance authorization is received from the Fleet Coordinator.
Operators should report the need for body and paint repair or interior repair (floor mats,
upholstery, missing or peeling signs or lettering, etc.) promptly to his/her supervisor or
Fleet Coordinator. The Fleet Coordinator will contact the Fleet Manager, who will
decide on repairs based on seriousness of the defect and available funds.
MAINTENANCE AND REPAIR
The EMS will schedule maintenance on vehicles based on service history and the
manufacturers maintenance schedule. The EMS will notify departments regarding
scheduled maintenance on vehicles.
Operators detecting mechanical or safety-related problems with a vehicle should
remove it from service for examination and repair. It is always tempting to ignore a
strange noise or vibration when one has pressing duties to attend to, but small
problems, left unattended, turn into large and expensive ones. Therefore, vehicles
should be repaired promptly.
To obtain service, an operator should take a vehicle to the EMS and park it in one of
the X -marked stalls to the east of the EMS. The operator must fill out a repair request
and leave it on the dashboard, then leave the vehicle's keys with a mechanic or in the
lockbox alongside the north door to the EMS. Employees operating specialty vehicles
with pre -approved maintenance arrangements (such as Fire apparatus or Police
motorcycles) should instead follow their department's policy.
FLTP01-06.130C 6.3 127!97
ACCIDENT PREVENTION
The City requires all operators to practice safe driving. The City wants its fleet
to be an outstanding example of an accident -free operation. Employees should
remember:
ACCIDENTS DON'T JUST HAPPEN. THERE IS ALWAYS A CAUSE. DRIVE
SAFELY.
All vehicle operators must:
1. Carry a valid California operator's license of the correct class for the
vehicle being used.
2. BE ALERT and obey all traffic laws
3. Obey posted speed limits
4. Keep City vehicles clean and mechanically sound at all times
5. Be courteous and give the other driver a break
6. Never tailgate
7. Use turn signals
8. DRIVE DEFENSIVELY
9. Use seat belts and require use by all passengers. It is not only safe
driving, it is the LAW. (Certain emergency vehicle operators and
passengers are exempted under the Vehicle Code from seat belt use. It
is City policy, however, that seat belts be worn unless removal is made
necessary by assigned duties.)
THE OPERATION OF ANY CITY VEHICLE WHILE UNDER THE INFLUENCE OF
ALCOHOL OR ILLEGAL DRUGS IS STRICTLY PROHIBITED. Any employee arrested
for driving under the influence (DUI) will be held liable for any towing or storage
charges incurred. If an employee also caused an accident, he/she may be held liable
for any damages. If an employee is using a prescription or over-the-counter drug (such
as allergy medicine) that may affect their ability to operate a vehicle or machinery,
he/she should report this to his/her supervisor. The supervisor will then make a decision
before allowing the employee to operate.
EMERGENCY OPERATIONS
All City sedans and certain other designated City vehicles are equipped with items
which may be needed in an accident or a City emergency. These include but are not
limited to a first-aid kit, fire extinguisher and flares. If any City employee removes and
uses any of these items from a vehicle, the vehicle operator must arrange for
replacement as soon as possible. Resupply is normally obtained through the EMS.
ACCIDENTS
In case of an accident, it is the operator's responsibility to follow the instructions on the
Accident Card included in the vehicle folder.
FLTPOL06.000 6.5 1/27197
CITY OF LODI INSURANCE
FLEET POLICIES AND PROCEDURES SECTION 7
OVERVIEW
The City self insures vehicle property damage (commonly referred to as collision and
comprehensive damage) with the exception of those vehicles which have a high-cost
risk exposure (e.g., a replacement value greater than $50,000) which are insured for
collision and comprehensive damage with an independent insurance carrier. Liability
insurance is provided through the City's self-insurance plan and with the California Joint
Powers Risk Management Authority (CJPRMA).
POLICY GUIDELINES
A. Employees using a personal vehicle to conduct official City business
must comply with the Use of Privately -Owned Vehicles on City Business
policy (located in the Administrative Policies and Procedures Manual).
Employees must first complete the Authorization to Use Privately -Owned
Vehicle on City Business form (Appendix F) prior to using a personal
vehicle for City business.
B. All vehicle accidents involving damage to a City vehicle, privately -owned
vehicle on City business, or accidents involving third parties (persons,
property, or vehicles) will be reported to the Risk Manager not later than
the business day following the accident.
C. The City will seek reimbursement from third parties for damage to City
vehicles when appropriate. The funds received for reimbursement of
damages to a City vehicle will be credited to the appropriate equipment
replacement fund as revenue. Submit receipts for repairs to the
Risk Manager.
D. Repairs to vehicles damaged in an accident that are economically
repairable will be charged to the appropriate equipment replacement
fund when approved by the Risk Manager and the Fleet Manager.
E. Vehicles damaged beyond repair, resulting from an accident, will be
replaced with funds from the appropriate equipment replacement fund.
F. Standards for drivers may be adopted under the City's risk management
policies that determine an employee's eligibility to drive a vehicle while
conducting City business. Accordingly, Fleet Coordinators and
Department Heads will ensure that only approved drivers use a City
vehicle or a personal vehicle to conduct City business.
G. Responsibilities for administering these insurance policies are assigned
to the following departments:
1. Human Resources - Risk Management
FLTPOL07.00C 7.1 3110197
3
D. When damage is the result of obvious vandalism, the Police Department,
or local authority, will be notified immediately regardless of the estimated
value of damage to a City vehicle.
ANNUAL INSURANCE REPORTS
The Risk Manager will prepare an annual insurance report required by insurance
carriers for City -owned or City -leased vehicles.
SAFETY COMMITTEE
A. It is the policy of the City to prevent injuries, protect property and provide
for the safety of the public. Accordingly, every employee of the City is
charged with the responsibility to identify unsafe practices, procedures,
equipment, or facilities. To assist management in achieving this goal,
the City has an appointed Safety Committee. The role of this Committee
includes reviewing losses, incidents, accidents, and reviewing and
developing safe work practices within the City in one of the following
categories:
1. On the job injury
2. On the job illness
3. Property damage
4. Motor vehicle damage
5. General liability exposure
6. Contract exposure
B. The Risk Manager will forward a copy of each Notice of Incident Report,
involving a vehicle accident, damage to property resulting from the operation of
a vehicle, or injury or death resulting from the operation of a City vehicle, to the
Safety Committee Chairperson.
FLTPOL07.DOc 7.3 316197
CITY OF LODI
FLEET POLICIES AND PROCEDURES
GLOSSARY
SECTION 8
ACCIDENT CARD
A card kept in the Vehicle Folder to be used if an accident
occurs. This card lists steps to be taken in the event of an
accident.
ACCIDENT INFORMATION
A checklist kept in the Vehicle Folder to be completed in
CHECKLIST
case of accident.
ACCUMULATED
The total of the periodic charges made to record the
DEPRECIATION
expiration in the service life of a vehicle which is attributable
to wear and tear through use, lapse of time, obsolescence
or other physical causes.
ACQUISITION
Acquiring equipment by purchase, lease or donation.
ACQUISITION DATE
Date an asset is acquired and is available for use.
ASSIGNED DRIVER
The driver appointed by the Fleet Coordinator as the person
responsible for maintaining the vehicle, ensuring that the
vehicle meets City standards for appearance, reporting
vehicle utilization and maintaining safety equipment
assigned to the vehicle.
CITY VEHICLE NUMBER
A unique number which identifies a major equipment end
item from all other equipment items.
COMPONENT
An item of equipment essential to making a vehicle
operational and capable of performing the service for which
it was purchased. Components (e.g., transmission, radio,
light bar, hose, etc.) lose their identity when attached to the
major equipment end item.
COURTESY CARD
Small card kept in the Vehicle Folder to be given to other
involved parties in case of accidents involving City vehicle.
DEPARTMENT CODE
A number used to designate a Department or
Division/Section.
DEPRECIATION
1. Expiration in the service life of assets, attributable to wear
and tear, deterioration, obsolescence, etc.
2. The portion of the cost of an asset which is charged as an
expense during a particular period.
EMERGENCY
As used in this document shall mean the immediate
REPLACEMENT
replacement due to the unexpected loss of a piece of
equipment and causing City services to be significantly
hampered without such replacement.
ENTERPRISE FLEET
The fleet belonging to and being utilized by one of the City's
four enterprise operations, namely: Electric Utility, Transit,
Water and Wastewater.
EQUIPMENT
Funds used to purchase replacement equipment with an
REPLACEMENT FUND
original purchase cost in excess of $10,000. Fund revenues
are obtained from annual transfers from the appropriate
fund, interest earnings, and the sale of surplus property.
Separate funds will be maintained for the City's General
Fleet and the City's individual Enterprise Fleets.
FLTPOL08.DOC 8.1 314197
SURPLUS
Over and above what is needed or required to conduct City
business or no longer meets the need for its intended
purpose or no longer meets the Utilization Guidelines.
TAKE-HOME
A vehicle authorized by the City Manager for take home use
ASSIGNMENTS
by a City employee based on assigned duties, number and
frequency of night meetings attended, actual frequency of
call -outs and public safety considerations. These are not
vehicles from the motor pool assigned to employees on a
temporary basis.
TRANSFER
To convey possession, responsibility and/or ownership of an
asset to another.
USE ALLOWANCE
An allowance based on the estimated service life of an
asset and original cost that is developed to determine the
annual contributions to be made to the Equipment
Replacement Fund.
VEHICLE
1. A machine for moving people, things, goods or
equipment, i.e., cars, trucks, buses, boats, etc.
2. As used in this document may mean vehicle or
equipment.
VEHICLE CLASS
An alpha/numeric designation used for a class of City
DESIGNATION
vehicles that have unique service requirements, insurance
characteristics and design.
VEHICLE FOLDER
The Vehicle Folder will contain:
1. Accident Card
2. Proof of Insurance
3. Accident Information Checklist
4. Courtesy Card
5. Incident Report
6. Vehicle Registration Form
7. Pre-operation Inspection Form
WRECKED Ruined, damaged or destroyed to a point where the cost of
repairs will exceed the current market value.
FLTPOLOS.DOC 8.3 3/4/97
CITY OF LODI
FLEET MANAGEMENT ORGANIZATIONAL CHART
FINANCE
DIRECTOR
e' ENTERPRISE FLEET
MANAGEMENT COMMITTEE
ELECTRIC UTILITY TRANSIT
FLEET FLEET
COORDINATOR COORDINATOR
NATER WASTEWATER
FLEET FLEET
COORDINATOR---� COORDINATOR
CITY
COUNCIL
CITY
MANAGER
FLEET
MANAGER
(COMMITTEE CHAIR)
GENERAL FLEET
MANAGEMENT COMMITTEE
ADMINISTRATION COMMUNITY DEV. FINANCE FIRE
FLEET FLEET FLEET FLEET
COORDINATOR COORDINATOR COORDINATOR COORDINATOR
HUTCHINS ST. SQ. PARKS do REC. POLICE. PUBLIC WORKS
FLEET FLEETFLEET FLEET
m
COORDINATOR COORDINATOR J�lCOORDINATOR COORDINATOR Z
DATE.: 22NOVO6
H:\OATA\CAO\MISC\EXHIBITS\fLTORCCH.DwC
CITY OF •D
9�IFOa�
APPENDIX B
CITY MANAGER'S
SPECIAL REQUEST
REQUEST TITLE: Purchase of Budgeted Replacement Vehicle
SUBMITTED BY: Public Works Director/General Fleet Coordinator
DATE: November 13, 1996
RECOMMENDED ACTION: That the City Manager authorize the purchase of one 1997
Ford Taurus sedan from Downtown Ford in Sacramento,
the State of California contract dealer for mid-size sedans
for model year 1997, in the amount of $15,432.38.
BACKGROUND INFORMATION: This vehicle has been budgeted for purchase during the
1996/97 fiscal year to replace a 1989 Chevrolet Caprice
sedan currently used by the Engineering Division of the
Public Works Department.
The 1989 Chevrolet Caprice is over 7 years old, and has 72,985 miles, thereby meeting the
minimum replacement criteria of 7 years/65,000 miles. Further, the costs of repairs and
maintenance on this vehicle have totaled over $7,300, with the majority of that expense accruing in
the last two fiscal years. Current resale value is still reasonable, and considering the cost of
replacement versus the cost of ongoing maintenance, it is recommended this unit be replaced now.
APPROVED FUNDING SOURCE: General Fleet Fund
(See Page E-7 of the 1996/97 Financial Plan and Budget)
Submitted by:
(Name and Title) (Date)
Fleet Committee Review: ❑ Agrees with recommendation
❑ Disagrees (Reason: .................................................
..........................................................................................)
(Fleet Manager) (Date)
Finance Director -
Approval of Funding Source:
(Finance Director) (Date)
cc: City Council
APPROVED: DATE
H. DIXON FLYNN
City Manager
APPENDX&DOC 3/7!97
APPENDIX C
.ci oc �
) MEMORANDUM FOR DISPOSITIN OF VEHICLE
•
geiFoa�
To: Finance Director
City Manager
From: General Fleet Coordinator
Date: December 10, 1996
Subject: Request for Approval to Dispose of Surplus Vehicle
Approval is requested to complete disposition of the following vehicle:
Year 1989 Make Chevrolet Model Caprice
Current Assignment Dept. Public Works Division Engineering
City Vehicle No. 04-098 Lic. No. E267593 VIN lGlBN81YOKA154596
Current Odometer or Hour Meter Reading 73,320 Miles/Hours (circle one)
Replacement Guidelines for this Vehicle Service Years 7 Mileage/Hours 65.000
Additional Information This vehicle was replaced on December 9, 1996 by
Vehicle #04-122, a 1997 Ford Taurus, budgeted for purchase in the 1996/97 Fiscal Year
and approved for purchase by the City Manager on November 20, 1996.
Estimated value (check one)
❑ No value orjunk ® <$1,000 ❑ $1,00043,000 ❑ Other: $
Planned method of disposition (check one)
❑ Intra -City Transfer to Department, Fleet
❑ Sealed bid ® Off-site Auction ❑ Trade-in
(Wrecked vehicles estimated to have only junk value shall be removed from City
property by the most economical means.)
Approved:
Approved:
Fleet Coordinator
Finance Director
City Manager
Date:
Date:
Attachments for signature: ❑ Title ❑ Bill of Sale ❑ Power of Attorney
❑ (Other)
cc: City Council
APPENDXC.DOC 315!97
OVERVIEW OF VEHICLE SUMMARY REPORT AND APPENDIX D
VEHICLE EQUIPMENT MASTER LIST
Both the Vehicle Summary Report and the Vehicle/Equipment Master List are prepared
by the Equipment Maintenance Division of the Public Works Department. Current
copies of these reports are available through the Fleet Manager or Fleet Coordinators.
Samples are included.
The Vehicle Summary Report is organized by vehicle class code and by the General
Fleet and Enterprise Fleets. The Vehicle Summary Report provides information
necessary to evaluate fleet size by class and track the size of the City Fleet.
The Vehicle/Equipment Master List is updated at the time of a vehicle purchase or
disposition, and/or when changes to reportable information pertaining to a vehicle
occurs. These changes would be items, such as the license number, the City number,
assigned department and model year.
APPENDXD.DOC 1/27/97
VEHICLE SUMMARY REPORT
g\egtype.xis Page 1 3/10/97
Admi n Finance
Comm
Deve 40P
Water/
WasteWatepimim
m
1. PASSENGER VEHICLES
A. Police Patrol
ftlice Undercover
C. • ..
Compact Pickups)
,3. EMERGENCY VEHICLES
A. Fire - Utility Vehicles
D. Other Fire Vehicles
E. 4ther (Elec Utility Service
4. LIGHTNED I H1 COMMERCIAL
(Less than 2 tons)
A. Pickups (full-size)
D. Dump
-Trucks
E. Transit Buses
5- TRAILERS
g\egtype.xis Page 1 3/10/97
VEHICLE/EQUIPMENT MASTER LIST
(A "0" in the Equip. No. indicates it was donated)
EQUIP
DEPARTMENT
DESCRIPTION
YEAR
MANUF MODEL LIC. NO.
04-047
BUILD MAINT
4 DOOR SEDAN
1990
FORD TAURUS 289684
04-048
BUILD MAINT
VAN, 314 TON
1986
DODGE RAM 250 070797
04-203
BUILD MAINT
GENERATOR, EMERGENCY
1988
CAT 580E
04-261
BUILD MAINT
GENERATOR, SINGLE PHASE _
1981
ONAN 6 KW
_
04-262
BUILD MAINT
GENERATOR, 3-PHASE
1975
KOHLER 7.5 KW
04-270
BUILD MAINT
GENERATOR, PORTABLE
1986
HONDA ES6500 - 6 KW
04-358
BUILD MAINT
GENERATOR, PORTABLE (TRUCK
1986
HONDA EX1000
BUILD MAINT Count
7
03-020
COMM DEV
4 DOOR SEDAN
1995
DODGE INTREPID 357066
03-052
COMM DEV
4 DOOR SEDAN
1986
PONTIAC SUNBIRD 093837
03-075
COMM DEV
4 DOOR SEDAN
1992
FORD CROWN VICTORIA 352779
03-079
COMM DEV
PICKUP, 1/2 TON W/EXTENDED
1992
CHEVROLET S10 _ 352754
_
03-089
COMM DEV
PICKUP, 1/2 TON W/EXTENDED
1992
CHEVROLET S10 352753
03-101
COMM DEV
4 DOOR SEDAN
1989
BUICK LESABRE 282432
_
03-104
COMM DEV
PICKUP, 1/2 TON W/EXTENDED
1992
CHEVROLET S10 352752
COMM DEV Count
7
10-001
DIAL -A -RIDE
TURTLE -TOP -BUS
1994
FORD F350 017745
10-002
DIAL -A -RIDE
TURTLE -TOP -BUS
1994
FORD E350 017754
10-026
DIAL -A -RIDE
_
4 DOOR WAGON
199_2
CHEVROLET CAPRICE 352785
_
10-027
DIAL -A -RIDE
TURTLE -TOP -BUS
1993
FORD E350 000090
10-028
DIAL -A -RIDE
TURTLE -TOP -BUS
1993
FORD E350 000091
10-029
DIAL -A -RIDE
4 DOOR WAGON
1994
CHEVROLET CAPRICE 294524
DIAL -A -RIDE Count
6
09-001
ELECTRIC
TRUCK, AUGER (GVWR-2
1977
FORD F750 695931
09-002
ELECTRIC
TRUCK, BUCKET
1991
INTERNAT 4900 289740
09-005
ELECTRIC.
4 DOOR SEDAN
1990
DODGE SPIRIT 289672
09-007 J
ELECTRIC
4 DOOR SEDAN _
1994
PLYMOUTH ACCLAIM _ 3DUS290
09-008
ELECTRIC
4 DOOR SEDAN
1990
FORD TAURUS 289728
_
09-009
ELECTRIC
_
TRUCK, DERRICK DIGGE
1989
FORD F800 261357
_
09-010
ELECTRIC
TRUCK, DERRICK DIGGE
1989
FORD F800 261358 _
09-011
ELECTRIC
TRUCK, DERRICK DIGGE
1988
FORD F800 200382
09-014
ELECTRIC
PICKUP, 1/2 TON
1987
CHEVROLE S10 738913
09-020
ELECTRIC 14
DOOR SEDAN
1989 IBUICK
LE SABRE 1289655
09-021
JELECTRIC
ITRUCK, UTILITY BODY
1981 IFORD
F100 1760359
g\eglistl.xls Page 1
VEHICLE/EQUIPMENT MASTER LIST
(A "D" in the Equip. No. indicates it was donated)
09-336
ELECTRIC
GENERATOR
1996
YAMAHA
EF2600
09-338
ELECTRIC
GENERATOR
1996
YAMAHA
EF2600
09-339
ELECTRIC
GENERATOR, PORTABLE ^
1996
YAMAHA
EF2600
09-340 _
ELECTRIC
GENERATOR, PORTABLE
1996_
YAMAHA
EF6600DE
09-341 _
ELECTRIC_
GENERATOR, PORTABLE
1984
KUBOTA
A2200
09-347
ELECTRIC
PRESS, HYDRAULIC
1974
ENER PAC
P-84006
09-350
ELECTRIC
GENERATOR, PORTABLE
1984
KUBOTA
A2100
09-357
ELECTRIC
GENERATOR, PORTABLE
1986
HONDA
EM2200
09-359
ELECTRIC
GENERATOR, PORTABLE
1983
HONDA
E1500
09-363
ELECTRIC
GENERATOR, PORTABLE
1988
HONDA
EM650
09-372
ELECTRIC
WELDER/GENERATOR, PO_
1992
MILLER
BIG 40G
ELECTRIC Count
57
04-013
ENG
VAN, XLT CLUB WAGON
1983
FORD
E100 457505
04-043 _.
ENG
PICKUP, 1/2 TON W/EXTENDED
1987
CHEVROLET
S10 084863
04-085
ENG
PICKUP, 1/2 TON
1996
DODGE
DAKOTA SPORT 357064
04-090
ENG
_
4 DOOR SEDAN
1991
FORD
TAURUS 289741
04-097
ENG
VAN, MINI
1988
DODGE
CARAVAN 200190
ENG Count
5
04-022
EQUIP MAINT
VAN, 1 TON
1989
DODGE
RAM 350 267567
04-062
EQUIP MAINT
FORKLIFT, HEAVY DUTY
1996
DAEWOO
G30S
04-122
EQUIP MAINT
PICKUP, 1/2 TON
1989
DODGE
D100 267568
04-267
EQUIP MAINT
GENERATOR, PROPANE
1983
KOHLER
15RHM82 -15 KW
04-328_
EQUIP MAINT
WASHER, STEAM & PRESSURE
1991
AALADIN
5523
04-333
EQUIP MAINT
COMPRESSOR, AIR
1985
KOHLER
K241S
EQUIP MAINT Count
6
02-009
FINANCE
4 DOOR SEDAN
1989
DODGE
SHADOW 289669
02-010
FINANCE
VAN, MINI
1987
DODGE
CARAVAN 100960
02-011
FINANCE
4 DOOR SEDAN _
1994
PLYMOUTH
ACCLAIM_ 3EOY662
02-014 _
FINANCE
4 DOOR SEDAN
1984
PLYMOUTH
RELIANT 484069
02-015
FINANCE
VAN, MINI
1989
DODGE
CARAVAN 278042
02-045
FINANCE
2 DOOR SEDAN
1989
DODGE
SHADOW 267592
02-088 _
FINANCE
_
3 DOOR HATCH -BACK v
1990
PLYMOUTH
SUNDANCE 289727
02-102
FINANCE
FORKLIFT (SOLID TIRE)
1983
TOYOTA
42FGC15
02-103
FINANCE
FORKLIFT
1990
HYSTER
H100XL
02-105
FINANCE
VAN, 3/4 TON
1986
DODGE I
RAM 250 071081
g\eglistl.xis Page 3
VEHICLE/EQUIPMENT MASTER LIST
(A "D" in the Equip. No. indicates it was donated)
LIBRARY Count_
04-060
MTR POOL
4 DOOR SEDAN
1986
OLDSMOBILE
CU_T_LESS SUPREME
097380
04-079 _ _
MTR POOL
VAN, MINI
1985
DODGE
CARAVAN
488833
04-101
MTR POOL
4 DOOR SEDAN ^A
1983
MERCURY
MARQUIS
468646
04-102 _ _
MTR POOL
PICKUP, 3/4 TON FLATBED WIT
1978
CHEVROLET
C20
712877
04-106+
MTR POOL
4 DOOR SEDAN
1989
FORD
VICTORIA
2RKK516
04-109
MTR POOL
4 DOOR SEDAN
1982
OLDSMOBILE
_CROWN
CUTLESS SUPREME
450741
04-147 _
MTR POOL
4 DOOR SEDAN
1987
CHRYSLER
LEBARON
498425
04-180
MTR POOL
_
VAN, 9 -PASSENGER
1987
FORD
CLUB WAGON
101074
04-181 _ _
MTR POOL
4 DOOR SEDAN
1989
DODGE
ARIES
289670
04-184
MTR POOL
4 DOOR SEDAN
1994
PLYMOUTH
ACCLAIM_
294547
04-185
MTR POOL
_
PICKUP, 1/2 TON
1985
CHEVROLET
S10 - DURANGO
477177
MTR POOL Count
11
07-002
PARKS/REC
PICKUP, 1/2 TON
1989
DODGE
D100
267595
07-004 _ _
PARKS/REC
VAN, MINI
1987
DODGE
CARAVAN
093820
07-005
PARKS/REC
VAN, MINI _
1989
DODGE
CARAVAN
2.89675
07-006_
PARKS/REC
PICKUP, 1/2 TON
1985_
CHEVROLET
S10
476699
07-008
PARKS/REC
PICKUP, 1/2 TON
1991
DODGE
RAM 150
07-014 _ _
PARKS/REC
VAN, MINI
1989
DODGE
CARAVAN
_289677
278041
07-018
PARKS/REC
_
TRUCK, DUMP (GVWR-21,000)
1978
INTERNATIONAL
_
1600
709667
07-022
PARKS/REC
_
VAN
1986
DODGE
RAM 250
070798
07-028
PARKS/REC_
4 DOOR SEDAN
1989
DODGE
DIPLOMAT
275822
07-029
PARKS/REC
4 DOOR SEDAN
1988_
DODGE
DIPLOMAT
205488
07-030
PARKS/REC
_
4 DOOR SEDAN
1988
DODGE
DIPLOMAT
205489
07-033
PARKS/REC
4 DOOR SEDAN
1988
DODGE
DIPL_OMAT
205486
07-037_ _
PARKS_/REC
PICKUP, 1/2 TON
1981
DODGE _
D100
772355
07-039
PARKS/REC
4 DOOR SEDAN
1989
FORD
TAURUS
269783
07-048
PARKS/REC
TRACTOR, FRONT LOADER
1994
JOHN DEERE
6400
07-069
PARKS/REC
TRUCK, STAKE BED & PLATFORM
1986
DODGE
D350
0_73634
07-073
PARKS/REC
PICKUP, 3/4 TON
1986
DODGE
_ _
350 Y
073424
07-079
PARKS/REC
VAN, MINI
1994
PLYMOUTH
VOYAGER
357058
07-086
PARKS/REC
TRUCK, 1 TON UTILITY BODY
1986
FORD
F350
497576
07-101
PARKS/REC
FORKLIFT, 7000 LBS
1965
BAKER
_
X
704880
07-126
PARKS/REC
TRUCK, DUMP (FLATBED STYLE)
1983
CHEVROLET_
C30
450566
PARKS/REC Count
21
_
g\egilstl.xls Page 5
VEHICLE/EQUIPMENT MASTER LIST
(A ' D" in the Equip. No. indicates it was donated)
05-040
POLICE
MOTORCYCLE
1991
KAWASAKI
POLICE SPECIAL 53K15
05-041
POLICE
MOTORCYCLE
1986
KAWASAKI
POLICE SPECIAL 96,102
05-042 _
POLICE
MOTORCYCLE
1986
KAWASAKI
POLICE SPECIAL 96,100
05-043
POLICE
_
MOTORCYCLE
1991
KAWASAKI
POLICE SPECIAL X
05-044
POLICE
MOTORCYCLE
1994
KAWASAKI
POLICE SPECIAL
05-045
POLICE
POLICE SPECIAL MOTORCYCLE
1996
KAWASAKI
1000
05-046
POLICE
MOTORCYCLE
1996
HARLEY D
RS
05-047
POLICE
VAN, 7 PASSENGER CNG
1994
DODGE
CARAVAN
05-048
POLICE
PICKUP, 1/2 TON COMP
1985
CHEVROLE
S10 476698
05-049 _
POLICE _
4 DOOR SEDAN
1984
MERCURY
MARQUIS 1LBR989
05-050
POLICE
_
4 DOOR SEDAN
1990
PLYMOUTH
ACCLAIM 2VJT346
05-051 _
POLICE
VAN, MINI
1985
DODGE
CARAVAN 070764
05-053_ _ _
POLICE
TRAILER, 2 WHEEL MOTORCYCLE
1991
X
TRAILER 328898
05-054
POLICE
TRAILER, ROBOT
1987
TEST RIT
ROBOT 914032
05-055
POLICE _
TRAILER, RADAR
1988
BL
TRAILER 324044
05-056
POLICE
VAN
1991
DODGE
CARGO VAN 289737
05-057 _
POLICE _
VAN
1974
CHEVROLET_
C30 3U73895
05-058
POLICE
_
PICKUP, 1/2 TON
1988_
DODGE
RAM 50 200191
05-059
POLICE
TRAILER, DUI TANDEM AXLE_
1991
TANDEN
TRAILER 913800
05-060
POLICE
PICKUP, 1/2 TON W/EXTENDED
1992
DODGE
DAKOTA 41-28186
05-061 _
POLICE
TRAILER
1978_
LVILL
VARIED 949980
05-069 _
POLICE
4 DOOR SEDAN
1992
FORD
CRWN VIC-PATROL 352780
05-070
POLICE
4 DOOR SEDAN
1996
FORD
CROWN VICTORIA
05-071
POLICE
4 DOOR SEDAN
1996
FORD
CROWN VICTORIA
05-085
POLICE
MOTORCYCLE
1990
KAWASAKI
POLICE SPECIAL 40K48
05-103
POLICE
PICKUP, 1/2 TON
1989
CHEVROLET
_
CHEYENNE 1500 3X77184
05-106
POLICE
4 DOOR SEDAN
1989
DODGE
DYNASTY 2RSF804
05-107
POLICE
4 DOOR SEDAN
1988
OLDSMOBILE
DELTA 88 2LAM926
05-D100
POLICE
4 DOOR SEDAN
1986
BUICK
SKYLARK E294591
05-D102
POLICE
4 DOOR SEDAN
1986
CHRYSLER
NEW YORKER
05-D104
POLICE
4 DOOR SEDAN
1987
DODGE
CARAVELLE 294532
POLICE Count
66
_ _
04-002
STREET
TRUCK, 1 TON W/BED DUMP
1993
FORD
F350 XL 294500
04-005
STREET .
TRUCK, 1 TON MINI DUMP
1995
GMC
3500 SL
04-006
STREET
HIGH RANGER W/BASKET, GVWR-
1981
FORD
C7000 774772
g\eglistl.xls Page 7
VEHICLE/EQUIPMENT MASTER LIST
(A "D" in the Equip. No. indicates it was donated)
04-117 _
STREET
LOADER, TRACTOR W/HO
1981
BOBCAT
631
X
04-118
STREET
TRAILER, TANDEM TILT
1986
ROADLINE
X
322551
04-119_
STREET
SWEEPER, PORTABLE
1994
SWEEPSTE
_
CP86
916789
04-120
STREET
CUTTER, ROOT
1981
VERMEER
T300A
X
04-121
STREET
PICKUP, 1/2 TON
BACKHOE/LOADER
1988
1991
DODGE
JOHN DEERE
RAM 150
310D
110785
04-128_
STREET
04-130
STREET
TRAILER, 1/2 TON 2-W
1986
HOMEMADE
DEMPSEY
X
04-131
STREET
SWEEPER, STREET
1995
TYMCO
600/BAH
04-133
STREET
COMPRESSOR, AIR 185
1985
INGERSOL
P185 WJD
916980
04-134
STREET
TRAILER, TILTBED
1988
TRAIL KI
TKT4
323498
04-135
STREET
_
ROLLER, VIBRATORY
PICKUP, 3/4 TON
1985
1976
RAYGO
DODGE
_
Feb -36
D200
X
676461
04-148_
STREET
04-179
STREET
TRUCK, 1 TON STAKE B
1969
CHEVROLE
C20
531890
04-301 _
STREET
_
DRILL, EARTH
1972
_
X
C17
04-302
STREET
PLATE, VIBRO
1990
TAMPER
VPG160K
04-305 _
STREET
WACKER, VIBROPLATE
1994
_
WACKER
VPG160A
04-307
STREET
COMPRESSOR, AIR 5.0
1982
CHAMPION
1WCV20C
04-308
STREET
SCRAPING MACHINE
1970_
TENNANT
PORTABLE
04-315
STREET _ _
OPENER, HYDRAULIC VA
1971
FONTANA
EF45
04-316
STREET
GENERATOR, POR_ TABLE
1989
HONDA
3500
04-317
STREET
PLATE, VIBRO
1988
WACKER
UPG160K
04-319
STREET_
TAMPER
1988
WACKER
BS60Y
04-322
STREET
SPREADER, SAND
1972
BURCH
CO -65
04-324
STREET
MOWER, PORTABLE
1976
PRO
8261/C
04-325
STREET
DISK, 2 -ROW TOWED
1964
X
DISC
04-326
STREET
TAMPER
1987
WACKER
BS60Y
04-327
STREET
BLASTER, SAND
1976
SARACCO
44000
04-330
STREET
SWEEPER, VACUUM
1981
BILLY GO
BG60A
04-343
STREET
PUMP, WATER
1981
THOR
51T
04-344 _
STREET
BUCKET, LEAF .
1982
X
04-345
STREET
BUCKET, LEAF
_PB
PB
X
04-346
STREET
----1978
BUCKET, LEAF
1995
PB LOADE
PB
04-353
STREET
TAMPER, WACKER
1993
WACKER
BS60Y
04-355
STREET
PUMP, PORTABLE TRASH
1986
HOMELITE
121TP21A
04-356
STREET
SPRAYER, AIRLESS
1992
GRACO LI
3500
g\eglistl.xls Page 9
VEHICLE/EQUIPMENT MASTER LIST
(A "D" in the Equip. No. indicates it was donated)
04-256
WAT
GENERATOR, EMERGENCY
1969
GM
100 KW
04-303
WAT
SAW, CONCRETE
1989
CLIPPER
MCS 85K
04-312_
WAT
SAW, CLIPPER CEMENT
1989
TARGET
MCS85K
_
04-320
WAT
BLOWER
1970
HOMELITE
X
04-351
WAT
TAMPER
1991
WACKER
BS60Y___
_
WAT Count_
6
_
04-001
WWW
TRUCK, DUMP (CUMMINS
1991
DODGE
RAM 350
289733
04-017
WWW
PICKUP, 3/4 TON UTIL
1986
FORD
F250
497577
04-024
WWW
BACKHOE, TRACTOR
1990
CASE
580 K
289666
04-025
WWW
4 DOOR SEDAN
1989
FORD
TAURUS
107422_
_ _ _
04-027
BACKHOE/LOADER
1996
JOHN DEE
310D
_ _ _WWW
04-028
WWW
COMPRESSOR, AIR 4-CY
1991
LEROI
DJDI
916981
04-030
WWW
4 DOOR SEDAN
1989
FORD
_Q185
TAURUS
107421
04-033
WWW
_
LOADER, TRACTOR W/PT
1976
CASE
580 C
778292
04-041
WWW
TRUCK, 2 TON UTILITY
1966
CHEVROLE
C60
189873
04-063
WWW
PICKUP, 3/4 TON UTIL
1989
DODGE
RAM D250
267571
04-070
WWW
TRUCK WITH UTILITY B
1985
INTERNAT
1650 B
475195
04-073
WWW
PICKUP, 1 TON W/CLUB
1995
FORD
F350
04-076
WWW
PICKUP, 3/4 TON
1989
DODGE
RAM 250
267569
04-082
WWW
PICKUP, 3/4 TON UTIL
1988
_
DODGE
RAM 250
200193
04-091
WWW
TRUCK, UTILITY BODY
1978
FORD
C7000
732616
04-094
WWW
COMPRESSOR, AIR 185
1985
JOY
D185Q
321210
04-103
WWW
COMPRESSOR, AIR
1985
JOY
D185Q
321288
04-112
W_WW
HAMMER, MOBILE
1968
WEBCO
MB -1
541595
_
04-116
WWW
TRUCK, 2 1/2 TON FLA
TRUCK, 1 TON UTILITY
1969_
FORD
C600
545511
04-125
WWW
1989
DODGE
D350
282403
04-129
WWW
BACKHOE, MICRO
1986
POWERFAB
125WTH11
X
04-132
WWW
COMPRESSOR, AIR 185
1989
LEROI
185CF_M
916983
04-136
WWW
TRUCK, BOOM
1991
1977
INTERNAT
CLIPPER
_
4900
C-188 JBC
289747
04-300
WWW
SAW, CEMENT
04-306
WWW
TAMPER, WACKER
1985_
WACKER
BS60Y
04-310
WWW
_
TAMPER, WACKER
1993
WACKER
BS60Y
_
04-313
WWW
GENERATOR, PORTABLE
1970
MCCOLLUT
X
04-329
WWW
RODDER, FLEXIBLE SEW
1962
X
RODDER
04-331
WWW
GENERATOR, PORTABLE
1983
HONDA
EM 1600
g\eglistl.xls Page 11
APPENDIX E-1
ACCIDENT CARD
In the event of an accident:
1. Determine if there are any injuries.
2. Notify the Police Department - Emergency 911/Non-Emergency (209) 333-6727.
3. Notify your immediate supervisor.
4. Give Courtesy Card(s) to other involved parties.
5. Complete Accident Information Check List.
6. Do not make statements, place blame, or sign anything unless requested by a
Police Officer or your supervisor.
APPENDEI .DOC 3097
APPENDIX E-2
PROOF OF INSURANCE CARD
CALIFORNIA JOINT POWERS
RISK MANAGEMENT AUTHORITY (CJPRINIA)
Automobile Liability Coverage Information
Covered Entity: Date Issued: 0 1/0 1/97 (coverage is continuous)
City of Lodi
This certificate is issued in accordance with Vehicle Code Section 16020(a),
proof of financial responsibility, as defined under 16020(b)(4).
6140 Stoneridge it4all Road, Suite 380 - Pleasanton, CA 94588-3235 :- Phone (5 10) 734-9670
(FRONT)
CALIFORNIA VEHICLE CODE
SECTION 16020
(a) Every driver and every owner of a motor vehicle shall at all times be able to
establish financial responsibility pursuant to Section 16021, and shall at all
times carry in the vehicle evidence of the form of financial responsibility in
effect for the vehicle.
(b) "Evidence of financial responsibility" means any of the following:
(4) A showing that the vehicle is owned or leased by, or tinder the direction
of, the United States or any public entity, as defined in Section 811.2 of
the Government Code.
(c) (2) For purposes of this section, "evidence of financial responsibility" also
includes the identifying symbol issued to a highway carrier by the Public
Utilities Commission pursuant to Section 3543 of the Public Utilities
Code and displayed on the motor vehicle.
(d) For purposes of this section, "evidence of financial responsibility" shall be
in writing, and established by writing the name of the insurance company or
surety company and the policy number on the vehicle registration card issued
by the department.
(BACK)
APPENDE2.DOC 316/97
et=-='• Accident Information
v.x f
Checklist
If more space is needed use additional cards.
Date and Time of Accident Porte Report a
Location of Accident
Witness dt
Address
Phone a
Statement
Witness #2
Address
Pnone
Statement
Driver or Owner • Other Vehicle
Dnver's License K
Address
prone a
Type of Vehicle
License P
Insurance Carrier
Policy
Statement
Driver Claims Injury? Describe
Yes No
Passenger pl Name Phone C
Claims Injury? Describe
Yes No
Passenger z2 Name Phone a
Claims Injury? Describe
Yes No
City Vehicle Towed By
Photos Taken Br
(FRONT)
APPENDIX E-3
Diagram of Accident
i
N
W + E
Describe what happened.
This is not a report form. It is merely a guide and is not
evidence or verification of coverage. Keep it in the glove
compartment of your vehicle
WILL BE PRINTED ON CARD STOCK
(BACK)
APPENDE3.00C 3/5/97
ANPENDIX EA
COURTESY CARD
TO WHOM IT MAY CONCERN
e This is to verify that the CITY OF LODI is self4nsured with
additional coverage through the California Joint Powers Risk
• Management Authority.
For information, contact: City Attorney's Office
City of Lodi, City Hall
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Phone: (209) 333-6701
FAX: (209) 333-6807
(Will be made business -card size.)
APPENDE4.00C 315197
APPENDIX E-5
CITY OF LODI
NOTICE OF INCIDENT REPORT Rev. 8/93
For reporting any vehicular incident or damage to any City or private property or any
incident which was reported and may result in a general liability claim.
REPORT MUST BE FILED WITH THE RISK MANAGER WITHIN 24 HOURS AFTER THE DATE OF INCIDENT
Name of Employee: Dept./Div.
Location or Address of Incident:
Date of Incident: _/_/_ Time: a.m./p.m. Weather Conditions
Make, model and license number of City vehicle or equipment number and I.D. number:
Was any person injured? Yes No. If yes please give name, address and
telephone number:
If property damage only, and if known, please give name, address and telephone number
of property owner:
Describe incident, including extent of loss or damage (please use another sheet for
diagram, if necessary:
Name, address and telephone number of any witnesses:
Was the Police Department Notified?
Were photographs taken? Yes _
Employee signature:
Supervisor signature:
INCIDENT/TXTA.TLP/GL
_ Yes No Police Report Number
No Please attach.
2
Date:
Date:
APPENDIX E-6
C
A
R
D
READ REVERSE SIDE -IMPORTANT LNSTRUCTIONS
v 2581964
COMMERCIAL 12/31/99 33
052710
c 175011797070006C000000000
* 001374
A YEHID
PERM EXEMPT
I
1FDJX35F9SEA57135 IFORD
MAK-
MO
JCM
F
YEAR MODEL SHOWN IS BASED ON MANUFACTURER AND DEALER REPRESENTATION
o
BOGY TYPE MODEL CYLS DATE FIRST SOLD CUSS 'YR. 1,100EI rn! 11" MP
IC I �00/00/95IFDI [95I31H`G
R
'
USE TAX -
) E�G�7
"f
OO1 J �L o/ 9 7 I OR PARK SAIL I WF O � 1 LI O
I
P-
��T� ES
A
R A a
CY LODI
3900 5
G i
PO BX 3006
s
D E
LODI CA 95241
S A R
TT D
.R E
A D w
T N
C
A
R
D
READ REVERSE SIDE -IMPORTANT LNSTRUCTIONS
v 2581964
APPENDIX E-7
CITY 0 F LO D I ffAND
PERATION INSPECTION
REPAIR REQUEST
Vehicle No. Dent. Mileage
circle item(s) requiring attention, sign & date below
1. LIGHTS- head, turn signals, stop, tail, beacon, strobe, flashers
2. LEAKS - fuel, coolant, oil, hydraulic, air
3. BACKUP ALARM and HORN
4. TIRES
5. WINDSHIELD WIPERS/WASHERS
6. WINDSHIELD/MIRRORS - clean & adjusted
7. GAUGES
8. FLUIDS - fuel, oil, water
9. STEERING - pulls, loose,
10. BRAKES- including hand brake
11. FIRST AID KIT, SEAT BELT, & FIRE EXTINGUISHER
12. CAB - clean with no loose objects
The following should be checked as it applies to specific equipment.
13. BLADE, MOULDBOARD, CUTTING EDGES, TEETH, CHAINS
14. BROOMS, SPROCKETS, PLATFORMS, SPRAY BARS, ROLLERS
15. HYDRAULIC ACTION
16. BOOMS, OUTRIGGERS, JACKS, BUCKETS, BASKET, CABLES
REMARKS:
❑ Condition of above vehicle is satisfactory
Driver's Signature Date:
❑ Above defects corrected
❑ Above defects need not be corrected for safe operation of
vehicle. Supervisor's Initials Date:
Mechanic's Signature Date:
PWD•125 (Rev. 11190) AP
DRIA'T APPENDIX F
CITY OF LODI
AUTHORIZATION TO USE PRIVATELY-OWNED VEHICLE
ON CITY BUSINESS
In accordance with the City of Lodi Fleet Policies and Procedures, approval is required
to use a privately -owned vehicle on official City business.
I hereby certify that:
A. Whenever I drive a privately -owned vehicle on City business, the vehicle shall:
1. be a conventional, four-wheel automobile, van, pickup, or sport utility vehicle;
2. meet the legal requirements of the Federal Motor Vehicle Safety Standards for
the year of manufacture and the State of California Vehicle Code requirements;
3. be well maintained.
B. 1 am covered by, and will maintain, liability insurance in the following amounts:
$100,000- $300,000 Bodily Injury, and
$100,000 Property, or
combined single limits of $300,000.
C. In the event of an accident, my insurance is primary.
D. That all accidents will be reported within 24 hours.
E. ❑ I intend to use my private vehicle(s) as a primary means of transportation for
City business and will name the City of Lodi as additional insured on my policy
(endorsement must be attached to this authorization).
I have read and understand the Use of Privately -Owned Vehicles on City Business
policy. I understand that authorization to drive a privately -owned vehicle on City
business may be suspended or revoked at any time.
Employee Name and Title (please print)
Employee Signature Date
Insurance Company Policy Number
Vehicle License Plate Number California Drivers' License Number
VIN
APPROVAL:
Department Head
Risk Manager
Distribution
Year Make
Date
Date
Original - Risk Management Copy - Employee Copy - Department
APPENOXF.DOC 3MOM7