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HomeMy WebLinkAbout2013-07-29-Meeting Agendawww.augustaga.gov Finance Committee Meeting Commission Chamber- 7/29/2013- 12:55 PM FINANCE 1. Approve request from the Augusta Utilities Department- Facilities Maintenance Division to purchase one (1) maintenance truck. Attachments 2. Present 2014 Budget Calendar for approval. Attachments 3. Approve to lease a landfill compactor from Aljon Manufacturing for bid item #13-134. Attachments 4. Motion to approve the minutes of the Finance Committee held on July 8, 2013. Attachments 5. Receive as information financial reports for the period ended June 30, 2013. Attachments 6. Consider a request from Mr. Richard Lee Crawford for a refund of taxes overpaid for the last three years for property located at 4354 Bath Edie Road, Hephzibah, Ga. Attachments Finance Committee Meeting 7/29/2013 12:55 PM 2013 - W&S-Maintenance Truck Department:Finance Department - Fleet Management Caption:Approve request from the Augusta Utilities Department-Facilities Maintenance Division to purchase one (1) maintenance truck. Background:The Facilities Maintenance Division, a new Division of Utilities, requests the acquisition of one multi-purpose maintenance/crane truck to handle the extensive amount of maintenance required for the operation of the department. The maintenance duties will include upkeep of water production equipment, ground wells, and water towers. A new maintenance truck with a medium sized crane application is required for this vast responsibility Analysis:Fleet Management submitted a request for bids through the Procurement Department utilizing the Demand Star electronic bid system which offers nationwide bid coverage. The Procurement Department received quotes back from four vendors. The results of the bid submittals are as follows: Allan Vigil Ford of Fayetteville, Ga. = $96,700.00 each; (2) Allan Vigil Ford of Morrow, Ga. = Did not meet bid specifications; Speedway Ford Sales = $97,659.00; Thomson Motor Centre = $98,486.00 Financial Impact:The maintenance truck will be purchased for $96,700.00.00 using the GMA Lease Program with 3 annual payments of $32,233.33. Alternatives:1. Approve the truck 2. Disapprove the truck Recommendation:Approve request to purchase a maintenance truck for the Augusta Utilities Department-Facilities Maint4nance Division Funds are Available in the Following Accounts: GMA Lease Program REVIEWED AND APPROVED BY: Cover Memo Item # 1 Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Item # 1 Attachment number 1 \nPage 1 of 1 Item # 1 Invitation to Bid Sealed bids will be received at this office on Wednesday, June 5, 2013 @ 11:00 a.m. for furnishing: Bid Item 13-141 Maintenance Truck for Fleet Management Bid Item 13-147 Aerial Bucket Truck for Fleet Management Bid Item 13-150 Trailer Mounted Sewer Flusher for Fleet Management Bids will be received by Augusta, GA Commission hereinafter referred to as the OWNER at the offices of: Geri A. Sams Procurement Department 530 Greene Street - Room 605 Augusta, Georgia 30901 706-821-2422 Bid documents may be viewed on the Augusta, Georgia web site under the Procurement Department ARCbid. Bid documents may be obtained at the office of the Augusta, GA Procurement Department, 530 Greene Street – Room 605, Augusta, GA 30901. Documents may be examined during regular business hours at the offices of Augusta, GA Procurement Department. All questions must be submitted in writing by fax to 706 821-2811 or by email to procbidandcontract@augustaga.gov to the office of the Procurement Department by Friday, May 24, 2013 @ 5:00 P.M. No bid will be accepted by fax, all must be received by mail or hand delivered. The local bidder preference program is applicable to this project. To be approved as a local bidder and receive bid preference an eligible bidder must submit a completed and signed written application to become a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project. An eligible bidder who fails to submit an application for approval as a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project, and who otherwise meets the requirements for approval as a local bidder, will not be qualified for a bid preference on such eligible local project. No Bid may be withdrawn for a period of 90 days after time has been called on the date of opening. Invitation for bids and specifications. An invitation for bids shall be issued by the Procurement Office and shall include specifications prepared in accordance with Article 4 (Product Specifications), and all contractual terms and conditions, applicable to the procurement. All specific requirements contained in the invitation to bid including, but not limited to, the number of copies needed, the timing of the submission, the required financial data, and any other requirements designated by the Procurement Department are considered material conditions of the bid which are not waiveable or modifiable by the Procurement Director. All requests to waive or modify any such material condition shall be submitted through the Procurement Director to the appropriate committee of the Augusta, Georgia Commission for approval by the Augusta, Georgia Commission. Please mark BID number on the outside of the envelope. Bidders are cautioned that acquisition of BID documents through any source other than the office of the Procurement Department is not advisable. Acquisition of BID documents from unauthorized sources places the bidder at the risk of receiving incomplete or inaccurate information upon which to base his qualifications. GERI A. SAMS, Procurement Director Augusta Chronicle May 2, 9, 16, 23, 2013 Metro Courier May 8, 2013 Revised: 3/7/2013 Attachment number 2 \nPage 1 of 1 Item # 1 Vendors Thomson Motor Centre 2158 Washington Rd NE Thomson, GA 30824 Allan Vigil Ford 6790 Mt Zion Blvd Morrow, GA 30260 Speedway/Griffin Ford Sales 1710 N Expressway Griffin, GA 30223 Allan Vigil Ford of Fayetteville 275 North Glynn St Fayetteville, GA 30214 Bobby Jones Ford 3480 Wrightsboro Rd Augusta, GA 30909 Attachment B Yes Yes Yes Yes E-Verify Number 369935 94460 BLYN4188/ 350376 224348 SAVE Form Yes Yes Yes Yes YEAR 2013 2014 2014 2014 MAKE Ram Ford Ford Ford MODEL 5500 F550 F550 F550 BODY: YEAR 2013 2014 2013 2013 MAKE Knapheide Omaha Standard Knapheide Knapheide MODEL 6132DLR-44KJ 11' Crane Body KMT1-11 6132DLR-44KJ CRANE: YEAR 2013 2014 2013 2013 MAKE Stellar Palfinger Stellar Stellar MODEL 7621 Crane PSC 4329 7621 7621 Crane BID PRICE $96,498.00 $91,641.00 $95,671.00 $94,712.00 10.00 OPTIONAL ITEMS 10.01 OUTRIGGERS HYDRAULIC OUT, HYDRAULIC DOWN $1,988.00 $1,736.47 $1,988.00 $1,988.00 10.02 CHASIS- REGULAR CAB N/A -$2,473.00 -$2,473.00 $92,239.00 APPROXIMATE DELIVERY 8-10 Weeks October, 2013 120-150 Days ARO 14-16 Weeks ARO Bid Opening Date: Wednesday, June 5, 2013 @ 11:00 a.m. 2013 Maintenace Truck with Crane CHASSIS: Bid Item #13-141 Maintenance Truck for the City of Augusta - Fleet Management Department Page 1 of 1 At t a c h m e n t n u m b e r 3 \ n P a g e 1 o f 1 It e m # 1 Attachment number 4 \nPage 1 of 3 Item # 1 Attachment number 4 \nPage 2 of 3 Item # 1 Attachment number 4 \nPage 3 of 3 Item # 1 Attachment number 5 \nPage 1 of 3 Item # 1 Attachment number 5 \nPage 2 of 3 Item # 1 Attachment number 5 \nPage 3 of 3 Item # 1 Finance Committee Meeting 7/29/2013 12:55 PM 2014 Budget Planning Calendar Department:Finance Caption:Present 2014 Budget Calendar for approval. Background:The Budget Calendar establishes tentative dates for the completion of the various stages of the 2014 budget preparation and adoption process. The calendar is presented for approval consistent with the legal requirements in accordance with OCGA 36-81-5. The budget calendar, as planned, will facilitate developing, reviewing, and deliberations by the legislative body, input from the citizens of Augusta-Richmond County and adoption of FY2014 budget on a timely basis. The budget will also be adopted prior to fiscal year 2014. Analysis: Financial Impact: Alternatives:Revise dates Recommendation:Approve Budget Calendar for FY2014 as indicated on the attached Budget Calendar. Funds are Available in the Following Accounts: N/A REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Item # 2 AUGUSTA, GEORGIA 2014 BUDGET PLAIG CALEDAR ______________________________________________________________________________ JULY 2013 July 18, 2013 Distribution of Budget Calendar and Instructions during department head meeting. July 22, 2013 Departments with IFAS access may start entering in Budget Item Detail. July 29, 2013 Finance Committee approves FY2014 Budget Calendar. AUGUST 2013 August 5, 2013 Departmental Budgets due to Finance (for departments without access to IFAS system). Budget analysts begin review of proposed budgets for budget hearings. August 6, 2013 Commission approves FY 2014 Budget Calendar. August 12, 2013 Budget Item Detail deadline for IFAS users. SEPTEMBER 2013 Sept. 3-13, 2013 Budget Hearings with Departments (call if desired). Budget hearings will be led by the Finance Department with a report of new programs and personnel submitted to the Administrator. Administrator will be aware of all budget hearings; however his attendance will not be mandatory. A representative of the administrator’s office will be in all hearings. September 30, 2013 Budget summary presented to Administrator by Finance Department. OCTOBER 2013 October 15, 2013 FY 2014 Proposed Budget presented to Augusta-Richmond County Commission by the Administrator. October 22, 2013 Publish Public Hearing Notice in newspaper. (One week before meeting) OVEMBER 2013 November 5, 2013 PUBLIC TOW MEETIG / COMMISSIO MEETIG Public Hearing of 2014 Budget. November 12, 2013 Publish Notice of Budget Adoption in newspaper. (One week before meeting) November 19, 2013 Adoption of the FY 2014 Budget by the Augusta-Richmond County Commission JAUARY 2014 January 1, 2014 Effective date for the Fiscal year 2014 Budget. Attachment number 1 \nPage 1 of 1 Item # 2 Finance Committee Meeting 7/29/2013 12:55 PM Landfill Compactor Replacement Department:Environmental Services Caption:Approve to lease a landfill compactor from Aljon Manufacturing for bid item #13-134. Background:As required by permit, the landfill must place and compact its trash. This is done to ensure a solid foundation as the landfill is constructed. A solid base ensures ease of daily cover which minimizes odor, and keeps animals out of the trash, as well as keeps paper and plastic contained within the landfill. Compacted waste makes it easier for the trucks to drive while in the landfill. Compaction also ensures that the cover dirt can be easily removed without leaving much dirt in the landfill. When cover is not removed, it costs the facility sellable airspace as well as causes operational problems relating to leachate, the liquid produced as garbage decomposes or as water passes through waste.The landfill currently uses 2 compactors to place and compact trash. The machine we are proposing to replace is an Aljon 91K which was acquired in 2001 and has approximately 8,600 hours of service. The 91K is a smaller machine which weighs less than 100,000 pounds. The facility also has a 2007 Aljon 600, which was scheduled for replacement in 2012. Due to a major rebuild, the facility chose to purchase the machine for the residual value of the lease as it now has additional usable life. The Aljon 600 is a larger machine which weighs in excess of 126,000 pounds offering improvements in compaction over the 91K. Analysis:Each year a survey is performed analyzing the density of the waste placed in the landfill. In prior years the waste density has been around 1500 pounds per cubic yard. In 2012, the density was reduced to 1250 pounds per cubic yard. This reduction has a significant financial impact on the landfill. A landfill is regulated to the height and width. The more waste which can fit into that space, the more dollars per yard/acre the facility makes, ultimately reducing the cost of construction and capital outlay. The department operated the 91K exclusively for months in 2012 while a major overhaul was performed on the Aljon 600. We attribute most of the density loss to the use of the 91K as this machine is significantly lighter, and cannot achieve the same Cover Memo Item # 3 density levels as the larger compactor. The loss of density resulted in a loss of more than $1.25 million in sellable airspace. This loss exceeds the value of the new compactor. By acquiring the new compactor we maximize our density, airspace and financials of the landfill. Additionally, the ESD included a GPS system to assist the compactor operator with proper waste placement and compaction. This system will dynamically show where the waste has not met its optimum compaction. This system will tell the operator, as well as leadership where additional emphasis needs to be placed to achieve complete compaction. If used properly, Augusta should be able to achieve compaction above the 1500 pounds per cubic yard, ultimately saving on new cell construction. The system should also minimize the amount of re-work due to proper waste placement at the time of compaction. Financial Impact:The ESD is recommending taking the lease to own option. This would cost the department $17,067 per month for 60 months. This creates an annual lease expense of $204,804. There are two recommended options as it relates to the divesting the 91K compactor. It can either be traded in, where Aljon has offered $25,000, or we can place the machine on GovDeals.com. As the fleet manager has the most knowledge in divesting assets, we suggest that they be granted the authority to divest this asset by either method listed above. Alternatives:1. Keep the current lighter 91K compactor. Recommendation:Approve to lease a landfill compactor from Aljon Manufacturing for bid item #13-134. Funds are Available in the Following Accounts: 541-04-4210/5224219 REVIEWED AND APPROVED BY: Finance. Procurement. Law. Administrator. Clerk of Commission Cover Memo Item # 3 Invitation to Bid Sealed bids will be received at this office on Friday, April 26, 2013 @ 11:00 a.m. for furnishing: Bid Item 13-134 Landfill Compactors for Environmental Services Department Bids will be received by Augusta, GA Commission hereinafter referred to as the OWNER at the offices of: Geri A. Sams Procurement Department 530 Greene Street - Room 605 Augusta, Georgia 30901 706-821-2422 Bid documents may be viewed on the Augusta, Georgia web site under the Procurement Department ARCbid. Bid documents may be obtained at the office of the Augusta, GA Procurement Department, 530 Greene Street – Room 605, Augusta, GA 30901. Documents may be examined during regular business hours at the offices of Augusta, GA Procurement Department. All questions must be submitted in writing by fax to 706 821-2811 or by email to procbidandcontract@augustaga.gov to the office of the Procurement Department by Monday, April 8, 2013 @ 5:00 P.M. No bid will be accepted by fax, all must be received by mail or hand delivered. The local bidder preference program is applicable to this project. To be approved as a local bidder and receive bid preference an eligible bidder must submit a completed and signed written application to become a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project. An eligible bidder who fails to submit an application for approval as a local bidder at least thirty (30) days prior to the date bids are received on an eligible local project, and who otherwise meets the requirements for approval as a local bidder, will not be qualified for a bid preference on such eligible local project. No Bid may be withdrawn for a period of 90 days after time has been called on the date of opening. Invitation for bids and specifications. An invitation for bids shall be issued by the Procurement Office and shall include specifications prepared in accordance with Article 4 (Product Specifications), and all contractual terms and conditions, applicable to the procurement. All specific requirements contained in the invitation to bid including, but not limited to, the number of copies needed, the timing of the submission, the required financial data, and any other requirements designated by the Procurement Department are considered material conditions of the bid which are not waiveable or modifiable by the Procurement Director. All requests to waive or modify any such material condition shall be submitted through the Procurement Director to the appropriate committee of the Augusta, Georgia Commission for approval by the Augusta, Georgia Commission. Please mark BID number on the outside of the envelope. Bidders are cautioned that acquisition of BID documents through any source other than the office of the Procurement Department is not advisable. Acquisition of BID documents from unauthorized sources places the bidder at the risk of receiving incomplete or inaccurate information upon which to base his qualifications. GERI A. SAMS, Procurement Director Augusta Chronicle March 14, 21, 28, April 4, 2013 Metro Courier March 20, 2013 Revised: 3/7/2013 Attachment number 1 \nPage 1 of 1 Item # 3 VENDORS Al-Jon Manufacturing 15075 Al-jon Ave Ottumwa, IA 52501 Humdinger Equipment 3202 Clovis Road Lubbock, TX 79415 Attachment B Yes Yes E-Verify # 148225 No SAVE Form Yes Yes ALJON 525 COM YEAR 2013 Non-Compliant BRAND Al-Jon MODEL Advantage 525 BID PRICE $797,427.00 LEASE PRICE 5-YR LEASE TO OWN/PER MONTH $14,227.00 OPTIONAL EQUIP CARLSON GPS SY PURCHASE PRICE INCREASE $151,800.00 MONTHLY LEASE PRICE INCREASE $2,706.00 Bid Opening Bid Item #13-134 Landfill Compactors for Augusta, Georgia - Environmental Services Department Bid Due: Friday, April 26, 2013 @ 11:00 a.m. Page 1 of 2 At t a c h m e n t n u m b e r 2 \ n P a g e 1 o f 2 It e m # 3 VENDORS Al-Jon Manufacturing 15075 Al-jon Ave Ottumwa, IA 52501 Humdinger Equipment 3202 Clovis Road Lubbock, TX 79415 Bid Opening Bid Item #13-134 Landfill Compactors for Augusta, Georgia - Environmental Services Department Bid Due: Friday, April 26, 2013 @ 11:00 a.m. ZONAR SYSTEM PURCHASE PRICE INCREASE $7,600.00 MONTHLY LEASE PRICE INCREASE $134.00 TRADE IN VALUE F00105 ALJON 91K COMPACTOR $25,000.00 207212 ALJON 600 COMPACTOR No Bid Delivery Date 90-120 days Page 2 of 2 At t a c h m e n t n u m b e r 2 \ n P a g e 2 o f 2 It e m # 3 Attachment number 3 \nPage 1 of 3 Item # 3 Attachment number 3 \nPage 2 of 3 Item # 3 Attachment number 3 \nPage 3 of 3 Item # 3 Attachment number 4 \nPage 1 of 3 Item # 3 Attachment number 4 \nPage 2 of 3 Item # 3 Attachment number 4 \nPage 3 of 3 Item # 3 Finance Committee Meeting 7/29/2013 12:55 PM Minutes Department:Clerk of Commission Caption:Motion to approve the minutes of the Finance Committee held on July 8, 2013. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Cover Memo Item # 4 Attachment number 1 \nPage 1 of 3 Item # 4 Attachment number 1 \nPage 2 of 3 Item # 4 Attachment number 1 \nPage 3 of 3 Item # 4 Finance Committee Meeting 7/29/2013 12:55 PM Recieve as information 2nd qtr 2013 Financial Reports Department:Finance Caption:Receive as information financial reports for the period ended June 30, 2013. Background:Periodic financial reports are presented to keep the commission aware of the financial position of the organization. Analysis: Financial Impact: Alternatives: Recommendation:recieve as information Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Cover Memo Item # 5 Finance Committee Meeting 7/29/2013 12:55 PM Richard Lee Crawford Department:Clerk of Commission Caption:Consider a request from Mr. Richard Lee Crawford for a refund of taxes overpaid for the last three years for property located at 4354 Bath Edie Road, Hephzibah, Ga. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Cover Memo Item # 6 Attachment number 1 \nPage 1 of 11 Item # 6 Attachment number 1 \nPage 2 of 11 Item # 6 Attachment number 1 \nPage 3 of 11 Item # 6 Attachment number 1 \nPage 4 of 11 Item # 6 Attachment number 1 \nPage 5 of 11 Item # 6 Attachment number 1 \nPage 6 of 11 Item # 6 Attachment number 1 \nPage 7 of 11 Item # 6 Attachment number 1 \nPage 8 of 11 Item # 6 Attachment number 1 \nPage 9 of 11 Item # 6 Attachment number 1 \nPage 10 of 11 Item # 6 Attachment number 1 \nPage 11 of 11 Item # 6