Loading...
HomeMy WebLinkAboutCC AG PKT 2012-06-11 #E `�F SEAC eFti'. AGENDA STAFF REPORT `tiQ�IFORN.�`�: DATE: June 11, 2012 TO: Honorable Mayor and City Council THRU: Jill R. Ingram, City Manager FROM: Sean P. Crumby P.E., Assistant City Manager/Public Works SUBJECT: ADOPT 2012 FLEET MANAGEMENT PLAN SUMMARY OF REQUEST: It is requested that the City Council: • Adopt the 2012 Fleet Management Report, and • Adopt the Parking Control Vehicle Analysis. BACKGROUND AND ANALYSIS: Fleet Management Plan The City of Seal Beach manages a fleet of nearly 100 vehicles that are essential in the City's ability to provide service to the residents of Seal Beach. The vehicles include: • Police Department: Patrol, Detectives, Non-sworn, and Emergency Management vehicles; • Marine Safety Department, Beach patrol, emergency response; • Public Works: Maintenance Fleet, emergency response; and • City Hall: Pool cars. The City of Seal Beach had replacement policies and adopted Fleet Management Plans in the past, most recently in 2006. In 2009 the City Council authorized the establishment of a Vehicle Replacement Fund with an initial deposit of $2,000,000. The goal has been to provide an annual contribution to the Fund and purchase vehicles as necessary. Prior to that time the City funded fleet purchases directly from the General Fund on an as needed basis (pay-as- you-go). A weakened economy in 2010 resulted in decreased revenue, causing fleet purchases and contributions into the Vehicle Replacement Fund to be suspended in order to balance the budget. Additionally, in December of 2010, the City's only full-time mechanic retired and was replaced with a part-time contract mechanic. Agenda Item E Due to the recent modifications in funding, staffing, and fleet replacement the City of Seal Beach solicited the expertise of a fleet management consultant to analyze and prepare a Fleet Management Plan. The goals of the Fleet Management Plan are to: o Recommend funding level and annual contribution to the Vehicle Replacement Fund; • Recommend fleet replacement schedules; o Review fleet maintenance practices; o Analyze opportunities to contract our maintenance work to local garages or other agencies; and o Recommend appropriate staffing levels for fleet maintenance. One of the City Council's Goals and Strategies for FY 2012-13 is to analyze the City's vehicle replacement and maintenance practices, and develop and implement a Fleet Maintenance and Replacement Plan. An analysis has been prepared by our consultant, Management Partners, and the recommendations were discussed and considered at the Council's annual budget study session on May 30 and 31, 2012.. The Fleet Management Plan includes 35 recommendations for improvement of management of the City's fleet. A summary of the recommendations within the report are as follows: o Adjust and adhere to the following Fleet Replacement Schedule (page 7 of report); h � /r"i4 y,. *.'7'"�1 Y( {.. �Jt'fA � PA� .h 1Y t�•7� \ �,`�Y * ''�. 1 i' i ' *� Current Replacements Recommended Replacement t 7 { '-Interval8 t jA 9 a z. }intervalsr 4 �at�` M lea/ - Us � .p� Vehicle/Equipment Type Years Miles Hours of Use i Years . � ilea Hours Sedans 10 n/a 10 100,000 miles Police Patrol Units 4 75,000 miles 4 100,000 miles Light-Duty Pickup Trucks* 5 n/a 10 100,000 miles Medium/Heavy Duty-Trucks** 10 n/a 12 80,000 miles Heavy Equipment 10 n/a 8-15 5,000 to 6,000 hours Trailers 10 n/a 15 n/a *Lifeguard pickup trucks should be considered for replacement every five years due to their exposure to salt air. **Non-diesel vehicles e Allocate $100,000 for immediate improvements to the City's garage out of the Vehicle Replacement Fund; e Operate with staffing levels of one full-time mechanic (Fleet Manager) and one part-time mechanic at 20 hours per week; o Improve record keeping of the fleet; Page 2 O Maintain Vehicle Replacement Fund balance at current level ($1.75 million after garage improvements); o Contribute $310,000 annually to the Vehicle Replacement Fund; and o Expand Cost Allocation Plan (CAP) to charge individual departments their proportional share of the annual $310,000 contribution. Adherence to the above fleet replacement schedule will trigger an immediate replacement of numerous vehicles and heavy equipment. The replacement schedule is shown on page 41 of the report. A presentation was made to the City Council on May 30, 2012 during the Budget Study Session. Due to the volume of material, the presentation focused on addressing those items that would directly impact the FY 2012-13 budget. The proposed FY 2012-2013 Budget includes the items as recommended within the report with the exception of the fleet purchases. The fleet purchases with the proposed budget are a carry forward from the previous budget. If the Fleet Management Plan is adopted as recommended, those replacements will be modified prior to the FY 2012-2013 Budget being adopted on June 25, 2012. Additionally, a Capital Improvement Program project will be added for the improvements to the City garage. Parking Control Vehicle Analysis - Right Drive An analysis has been ongoing within one segment of the City fleet. This analysis involves the use of vehicles for parking control within the Police Department. Currently the Police Department provides parking control service for the City of Seal Beach with three 2007 Ford Ranger pickup trucks. Use of conventional left drive vehicles, while cheaper to purchase, necessitates two Community Service Officers (CSO's) per vehicle to perform parking control duties. In 2010 the Police Department requested replacement of these vehicles with right drive Jeep Wranglers. The City Council requested further analysis regarding alternatives prior to approving purchase of new vehicles for parking control activities. During the preparation of the Fleet Management Plan, Management Partners was asked by staff to expand the scope of their analysis to analyze and provide recommendations regarding the future of the City's parking control fleet. As a result, the analysis of the fleet for parking control indicates that the use of right drive vehicles will aid in the efficiency of this function. While numerous vehicles were analyzed, the analysis indicates that replacement of these vehicles is recommended with Jeep Wranglers. The attached Fleet Management Plan was prepared independent of the policy decision to replace Left Drive Ford Ranger Trucks with Right Drive Jeep Wranglers. If the alternatives for parking control enforcement vehicles is adopted, the Fleet Management Plan and FY 2012/13 Budget will be revised to incorporate immediate replacement of the parking control vehicles. Page 3 ENVIRONMENTAL IMPACT: Adoption of a Fleet Management Plan is not a project within the California Environmental Quality Act (CEQA). All maintenance activities performed by the department of Public Works comply with CEQA and the requirements of the City's National Pollutant Discharge Elimination System (NPDES) as required by the California Regional Water Quality Control Board (Water Board). LEGAL ANALYSIS: The City Attorney has reviewed and approved this action. FINANCIAL IMPACT: There is no impact to the General Fund with adoption of this report. All impacts to staffing and capital improvements are reflected within the proposed FY 2012- 2013 Budget. RECOMMENDATION: It is recommended that the City Council: 0 Adopt the 2012 Fleet Management Report, and o Adopt the Analysis of Fleet for Parking Control. SUBMITTED BY: NOTED AND APPROVED: . / / / Sea P. Crumby, P.E. 1 47°. Ingram, City a ager Assistant City Manager/1 ublic Works Attachments: A. 2012 Fleet Management Plan B. Parking Control Vehicle analysis Page 4 City of Seal Beach Review of Vehicle Replacement and Maintenance Practices May 2012 Management Partners Management Partners May 22, 2012 Ms.Jill Ingram City Manager City of Seal Beach 211 8th Street Seal Beach,CA 90740 Dear Ms.Ingram: Management Partners is pleased to transmit this report summarizing the results of our analysis of the City of Seal Beach's vehicle replacement and maintenance practices. The City has been prudent in establishing a vehicle replacement fund. However the lack of annual contributions puts the fund at risk of being depleted by FY 2014-15. This report contains recommendations for a long-term replacement plan that includes a replacement schedule as well as funding options for financing future purchases. The report also identifies opportunities for improving fleet maintenance operations in several areas,including overall management,staffing,and fleet facility organization and equipment. The 35 recommendations in this report are designed to help the City improve the functionality and effectiveness of fleet maintenance services,while funding the replacement vehicles that will be required over the next 15 years to support essential public services. We appreciate the assistance of the City staff members who gave their time,insight and expertise that was critical to our analysis. It has been a pleasure to work with you and your staff on this project. Sincerely, difvu•Z‘ct"" Gerald E.Newfarmer President and CEO 1730 MADISON ROAD • CINCINNATI, OH 45206 • 513 661 5400 • FAX 861 3480 2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CA 951 31 • 408 437 5400 • FAX 453 6191 5 PARK PLAZA, SUITE 1 520 • IRVINE, CA 92614 • 949 222 1082 • WWW.MANAGEMENTPARTNERS.COM Maintenance Practices Table of Contents Management Partners Table of Contents Executive Summary 1 Background 3 Project Methodology 5 Document Review 5 Interviews 5 Fleet Maintenance Site Visit 5 Best Practices 5 Vehicle Replacement Practices 6 Replacement Planning 6 Replacement Schedule 8 Evaluating the Need for Vehicle Replacement 9 Replacement Funding Options 11 Approaches to Replacement Funding 11 Adequacy of the Vehicle Replacement Fund 14 Vehicle Maintenance Practices 18 Fleet Policies and Procedures 18 Staffing and Workload 20 Mechanic Staffing Levels 20 Vehicle Maintenance Facility 22 Organization 22 Shop Equipment 23 Performance Measurement and Cost Analysis 24 Customer Service 27 Preventive Maintenance Practices 29 Parts Inventory and Management 31 Fuel Monitoring and Management 32 Sublet Program 34 Effective Management and Oversight 35 i Maintenance Practices Table of Contents Management Partners Recordkeeping and Information Systems 36 Conclusion 38 Attachment A—List of Recommendations 39 Attachment B—Annual Purchases(FY 2012-13 to FY 2027-28) 41 Attachment C—Sample Performance Measures 42 ii Maintenance Practices Table of Contents Management Partners Tables Table 1. Current Vehicle and Equipment Replacement Intervals 6 Table 2. Current and Recommended Vehicle and Equipment Replacement Intervals 7 Table 3. Projected Annual Replacement Costs for Seal Beach Units from FY 2012-13 to FY 2027-28 8 Table 4. Scoring System for Evaluating Vehicle Condition and Replacement Need 11 Table 5. Vehicle Replacement Fund Balance Based on Recommended Replacement Schedule 14 Table 6. Vehicle Replacement Fund Balance with Annual General Fund Contribution 16 Table 7. Fuel Quantities and Costs by Type in FY 2010-11 33 iii Maintenance Practices Executive Summary Management Partners Executive Summary The City of Seal Beach,like many municipalities in California,is committed to achieving operational efficiencies to maintain service levels, despite the constrained financial environment. Management Partners was retained to review the City's vehicle replacement and maintenance practices and to develop best practice tools to assist in managing fleet assets. Establishing an internal service fund(ISF) and setting aside funds for current and future vehicle replacement and maintenance needs is considered a prudent business practice for local governments. The use of an ISF allows an agency to establish reserve funding for future vehicle replacement costs as well as pay expenses as they occur. Consequently, there are sufficient funds available with which to pay expenses,even when there may be higher than average costs in a given year. In 2008 Seal Beach established a vehicle replacement fund(Fund 021) with an initial general fund allocation of approximately$2 million. However,no additional contributions have been made to support future purchases from the fund since its establishment and there is approximately$1.85 million remaining. Based on the existing condition and lifespan of the City's fleet inventory,Management Partners projects that the vehicle replacement fund will be insufficient to support replacement needs past Fiscal Year 2014-15 unless additional contributions are made. This is because the City has not been following its established replacement schedule for vehicles and equipment, resulting in the retention of some vehicles past their useful life. Our analysis indicates there are approximately 20 such vehicles that could warrant immediate replacement. To ensure adequate resources for vehicle replacement over the next 15 years,$310,000 should be allocated to the vehicle replacement fund each year. Such allocations could be made either by direct general fund transfer, or by establishing a cost allocation plan and charging the departments their fair share of replacement costs associated with the vehicles and equipment they utilize. 1 Maintenance Practices Executive Summary Management Partners Alternative service delivery options for fleet maintenance operations such as outsourcing or sharing services with another government entity is limited by Seal Beach's lack of geographic proximity to convenient alternatives. The size and complexity of the City's fleet is too large to be adequately handled by repair shops within the City,and Seal Beach is too far away from the fleet maintenance facilities of other cities such as Westminster,Huntington Beach or Long Beach. Consequently, adequately staffing and equipping the City's existing vehicle maintenance facility appears to offer the most efficient approach. The workload associated with the existing fleet requires 1.5 full-time equivalent(FTE)staff to provide responsive customer service. Currently fleet maintenance is performed by a 32-hour per week mechanic hired through a temporary agency,which limits customer service and responsiveness to internal customers such as the Police and Marine Safety Departments after hours and on weekends. An investment of approximately$35,000 in basic diagnostic and repair equipment as well as minor reorganization of the work space will enable the fleet maintenance operation to provide fast,efficient service to internal department customers. Overall fleet management would be improved by establishing policies and procedures,instituting performance measurement, and implementing systems and tools to improve recordkeeping and service request processing. This report contains 35 recommendations to improve Seal Beach's vehicle replacement and maintenance practices to ensure that quality service continues to be provided to the community. Attachment A provides a summary of the recommendations. 2 Maintenance Practices Background Management Partners Background A jurisdiction's fleet is an often overlooked but important resource to keeping a city running smoothly. In the course of conducting daily business,Seal Beach's police officers,lifeguards,public works employees and City Hall staff utilize approximately 76 vehicles,including 27 light- duty sedans,pickups,vans and sport utility vehicles(SUVs);27 police units;12 medium-and heavy-duty trucks;and 10 pieces of motor-driven construction equipment. The fleet inventory also includes 20 pieces of non-self-propelled small equipment,such as trailers,compressors and pumps. The current replacement value of these assets is approximately $3.4 million. In 2008 the City established a vehicle replacement fund(Fund 021)with an initial general fund allocation of$2 million. The intent is to finance the future purchases of general fund fleet assets. However,the fund has not been supported by a long-term replacement plan.Several vehicles have been purchased since 2008 leaving the vehicle replacement fund with a balance of$1.85 million as of April 2012. This balance reflects the most recent purchases of two new patrol vehicles and one new pick-up truck earlier this calendar year. In the absence of a well-defined vehicle replacement policy and multi- year schedule, it has been difficult for the City to project and plan for replacement funding needs. Given the City's financial constraints,policy makers have been looking for options to reallocate funds to preserve critical services. Of particular interest was whether the current balance in the vehicle replacement fund is adequate or could be reduced. Maintenance of assigned vehicles and equipment is provided by the Fleet Maintenance Division of the Public Works Department. Fleet maintenance operations are entirely funded by the general fund and there is no cost allocation mechanism to charge departments utilizing vehicles their fair share of costs. As a result,the departments are not aware of the actual costs to provide and maintain their assigned vehicles. The City's full-time mechanic retired in December 2010. Currently maintenance services are performed by a part-time mechanic hired 3 Maintenance Practices Background Management Partners through a temporary agency. The mechanic works 32 hours per week and is not available on Fridays or weekends for emergency repairs. This negatively impacts customer service for departments such as Police and Marine Safety,who operate vehicles and equipment seven days per week, and also has impacted the ability to keep up with preventive maintenance needs. Management Partners was retained to develop a long-term replacement schedule that incorporates best practices for the estimated useful life of vehicles in the City's fleet, to make recommendations for a vehicle and equipment replacement policy to guide decision making, and to identify funding mechanisms to adequately support future replacement costs. In addition,we were asked to evaluate the fleet maintenance workload given the current inventory, assess staffing levels, and review existing tools and equipment to identify whether additional investment is needed to effectively meet current and future fleet maintenance needs. 4 Maintenance Practices Project Methodology Management Partners Project Methodology Management Partners used a variety of analytical and management techniques in completing this study. They included document review, interviews with City staff and internal customers, a site visit of the fleet maintenance facility, and the application of best fleet management practices. Each is briefly described below. Document Review During the project,Management Partners reviewed numerous documents,including inventory records,budgets,maintenance contracts, and policies and procedures. We also obtained and reviewed performance and workload indicators to the extent they were available. Interviews Management Partners conducted a total of five interviews with the assistant city manager/public works director,maintenance service manager,finance director,police chief, and marine safety chief. The purpose of the interviews was to hear individual perspectives on the strengths of the City's vehicle maintenance and replacement practices as well as opportunities for improvement. Fleet Maintenance Site Visit A site visit of the fleet maintenance facility was conducted to observe day-to-day operations,gather information from the part-time mechanic and assess existing equipment and tools. Best Practices Management Partners applied its knowledge of best practices for fleet management to Seal Beach's fleet inventory to develop a recommended replacement policy and 15-year schedule. We also applied best practices associated with highly efficient and effective fleet maintenance operations to identify improvements relevant for the City. 5 Maintenance Practices Vehicle Replacement Practices Management Partners Vehicle Replacement Practices An effective fleet replacement program has the following three components: 1. A replacement planning process that projects when each vehicle and piece of equipment should be replaced; 2. A financing and funding process that ensures that money is available to purchase a replacement asset when the desired replacement date is reached;and 3. Development of procedures to identify the"optimum point" at which to replace a fleet unit with available resources. Each of these components is discussed below. Replacement Planning Seal Beach has established general guidelines for replacing vehicles and equipment based primarily on the number of years each is owned by the City. Table 1 below shows the established vehicle replacement intervals. Table 1. Current Vehicle and Equipment Replacement Intervals Vehicle/Equipment Type Years Miles Sedans 10 n/a Police Patrol Units 4 75,000 miles Light-Duty Trucks 5 n/a Medium-to Heavy-Duty Trucks 10 n/a Heavy Equipment 10 n/a Trailers 10 The replacement intervals being used by the City are lower than what we have observed in other government agencies. However,based on a review of the City's fleet inventory records,it appears that Seal Beach has not been following its own guidelines and is keeping units longer. In 6 Maintenance Practices Vehicle Replacement Practices Management Partners some cases,vehicles are being kept well beyond their expected usefulness. This is likely due to the significant financial constraints the City has experienced during the past few years. Keeping vehicles and equipment beyond their optimum economic life can lead to expensive repairs,more time out of service and increased workload for maintenance staff. Furthermore,by prolonging replacements, fleet customers do not experience the benefits of new technology such as greater fuel efficiency and improved safety features. Management Partners applied best practice replacement criteria for vehicles of various classes and types to develop recommended replacement intervals for Seal Beach. Table 2 below compares current and recommended replacement intervals,where applicable, for each class of vehicle and equipment class, or groups of vehicles that share a common use. Table 2. Current and Recommended Vehicle and Equipment Replacement Intervals Current Replacement Recommended Replacement Intervals Intervals Vehicle/Equipment Type Years Miles/Hours of Use Years Miles/Hours of Use Sedans 10 n/a 10 100,000 miles Police Patrol Units 4 75,000 miles 4 100,000 miles Light-Duty Pickup Trucks* 5 n/a 10 100,000 miles Medium/Heavy Duty-Trucks** 10 n/a 12 80,000 miles Heavy Equipment 10 n/a 8-15 5,000 to 6,000 hours Trailers 10 n/a 15 n/a *Lifeguard pickup trucks should be considered for replacement every five years due to their exposure to salt air. **Non-diesel vehicles Recommendation 1. Adopt a formal methodology and criteria for the replacement of vehicles and equipment. Applying the recommended replacement intervals shown in Table 2 to the City's fleet inventory resulted in the identification of 20 units that currently exceed the recommended criteria. This represents 24% of the City's fleet of rolling stock. Seventeen of these units are assigned to general fund (i.e., non-enterprise) departments. 7 Maintenance Practices Vehicle Replacement Practices Management Partners Replacement Schedule Management Partners developed a long-range replacement schedule based on the recommended intervals presented in Table 2 above. The Seal Beach Fleet Replacement Schedule ("Schedule"),which Management Partners provided as an electronic Excel spreadsheet file, is an interactive tool to assist the City in planning for the replacement of its vehicles and equipment over a 15-year period from FY 2012-13 through FY 2027-28. The spreadsheet contains replacement planning parameters including each unit's original cost, recommended replacement intervals, current replacement cost estimates and future projected replacement costs that incorporate an inflation factor, auction costs and salvage costs for each fleet unit.At the City's direction,the Schedule includes vehicles and equipment belonging to the sewer and water enterprises for planning purposes in addition to units supported by the general fund. The Schedule reflects the current cost to replace each unit in the fleet and becomes the basis for calculating future replacement costs.The future purchase price for each unit is computed based on the estimated net cost of each unit and its planned retention period.The net replacement cost reflects the estimated capital outlay in a future year.It is calculated by determining the current(FY 2012-13)purchase price for each unit and applying a 3%inflation rate to this cost for each year remaining in the planned retention period to arrive at an estimated future replacement cost. From this cost we subtracted the estimated salvage value of 10% based on the unit's original purchase price and an auction fee of 6%based on the unit's salvage value. Table 3 below shows annual projected replacement costs for all units in the City's fleet for each of the next 15 years. Costs for water and sewer units have been included in Table 3 however;they are not reflected in subsequent exhibits regarding the vehicle replacement fund. Table 3. Projected Annual Replacement Costs for Seal Beach Units from FY 2012-13 to FY 2027-28 Fiscal Year General Fund Sewer Fund Water Fund 2012-13 $962,600 $79,900 $199,100 2013-14 $367,300 $0 $0 2014-15 $80,100 $45,500 $22,400 2015-16 $796,500 $25,500 $79,200 2016-17 $519,300 $0 $23,100 2017-18 $322,400 $0 $87,700 8 Maintenance Practices Vehicle Replacement Practices Management Partners Fiscal Year General Fund Sewer Fund Water Fund 2018-19 $110,500 $0 $0 2019-20 $134,200 $0 $0 2020-21 $566,200 $103,100 $132,200 2021-22 $274,600 $0 $0 2022-23 $292,700 $0 $0 2023-24 $235,200 $33,300 $103,700 2024-25 $927,600 $0 $115,500 2025-26 $363,900 $0 $0 2026-27 $195,000 $0 $0 2027-28 $411,700 $0 $90,700 Table 3 demonstrates there will be peaks and valleys in future spending requirements. Initially,there are considerable replacement costs identified in FY 2012-13 totaling almost$1 million.This is primarily due to a backlog of 17 general fund units that exceed the replacement criteria. The large amount of investment required in FY 2015-16 is due to the scheduled replacement of the City's lifeguard rescue boat(Unit 5160) at art estimated cost of$500,000. Other spikes in the replacement schedule occur approximately every four years and are the ripple effect of needing to replace so many backlogged units,including patrol vehicles,in FY 2012-13.Attachment B provides details about the specific vehicles recommended for replacement over the next 15 years based on the Schedule. Evaluating the Need for Vehicle Replacement Although the Seal Beach Fleet Replacement Schedule utilizes specific criteria to make financial projections for replacement costs over multiple years,each unit should be evaluated periodically to confirm the timing for replacement as identified by the Schedule. When it is time to replace a vehicle or piece of equipment most public agencies typically rely on age,mileage,hours of operation,condition or a combination of one or more of these criteria.However,other elements can also play a significant role in determining whether vehicles require replacement. These include quality of the preventive maintenance program, safety,fuel usage, driver skills(or lack of),components used, parts availability and new technology. 9 Maintenance Practices Vehicle Replacement Practices Management Partners Many fleet agencies use a weighted point system that takes into account a variety of factors to help establish potential candidates for replacement. This "replacement scoring system" typically apples to light-duty vehicles and takes into account a unit's age,mileage,maintenance and repair costs, overall condition,reliability and downtime.Points are assigned to each set of criteria as illustrated below. Age-One point for each year of chronological age,based on in-service date. Miles/Hours-One point for each 10,000 miles or 750 hours of service. Maintenance/Repair Costs-One to five points based on total life-to-date maintenance and repair costs(not including accident damage repairs)as a percentage of the vehicle's original purchase price.For example, a vehicle whose total maintenance and repair costs equal the unit's original purchase price would receive a score of 5 while a unit whose maintenance and repair costs equal 20%of the vehicle's original purchase price would receive a score of 1. Condition-This category takes into account a unit's body condition, interior condition,accident history,rust, and anticipated repairs.A scale of one to five points is used,with 5 being poor condition. Reliability-Operators assigned to the vehicle are typically asked to assess the reliability of the various components,systems and equipment of each vehicle.A scale of one to five points is used with 1 being excellent and 5 being poor.Another means to measure reliability is to assign one,three, or five points depending on the frequency the unit is in for repair.A rating of 5 would be assigned to a vehicle that is in the shop two or more times per month on average,while 1 point would be assigned to a vehicle in the shop an average of once every three months or less. Downtime-Typically this category would take into consideration the amount of time that a unit is out of service.A scale of one to five points would be used with 5 indicating excessive downtime(20%or more)and a score of 1 indicating little downtime(6%or less).In cases where downtime is not tracked,the average number of repair work orders per month for each unit can be substituted.Those units with two or more work orders per month would be assigned a score of 5 while units with less than 1 work order per month would be assigned a score of 1. Points for all six criteria are then totaled for each unit and compared with the point ranges found in Table 4 below. 10 Maintenance Practices Vehicle Replacement Practices Management Partners Table 4. Scoring System for Evaluating Vehicle Condition and Replacement Need Point Range Condition Under 18 points Excellent condition 18 to 22 points Good condition 23 to 27 points Qualifies for replacement 28 or more points Needs immediate consideration for replacement Replacing all 17 backlogged vehicles and equipment at one time may be unrealistic and logistically difficult. As mentioned above,it will create a ripple effect in subsequent years. Consequently,it is recommended that the Fleet Maintenance Division further evaluate these units and determine which could potentially be deferred to smooth the annual replacement costs. Recommendation 2. Evaluate the condition and replacement need of vehicles currently exceeding recommended replacement criteria to determine if replacement of some units may be deferred. Replacement Funding Options Management Partners estimates the replacement value of the entire Seal Beach fleet to be approximately$3.4 million.This represents the cost if the City were to replace all of its primary fleet assets(i.e.,sedans,police patrol units,light pickup trucks,trucks and heavy equipment) today. The 69 general fund units have a present-day value of approximately $2.87 million. Approaches to Replacement Funding Three basic options exist for financing the replacement of essential vehicles and equipment.They are 1)an ad hoc or"pay-as-you-go"budget allocation,2)utilization of a vehicle replacement reserve in the form of an internal service fund,and 3) debt or lease purchasing. Each is described below. Ad Hoc Budget Appropriation Many organizations attempt to buy vehicles and equipment with cash from available budget appropriations.This"pay as you go"approach does not provide for an accumulation of funds to pay future liabilities.It 11 Maintenance Practices Vehicle Replacement Practices Management Partners can also significantly impact the general fund from year to year, particularly if there are higher than average replacement needs,such as those caused by vehicle accidents or unanticipated major failures. Cities may employ this method when resources are constrained, or if transferring funds for vehicle replacement costs from departmental budgets could compromise their ability to provide basic services. In addition,this approach puts essential equipment needing replacement in competition with other requests for equipment and/or capital projects during the budget process. Consequently, organizations that try to use cash to finance their fleet replacement program may find themselves with older and less reliable vehicles if the money is not appropriated as planned. Prior to 2008 the City of Seal Beach used the "pay as you go"approach to finance most of its fleet replacements from year to year. The establishment of the vehicle replacement fund was intended to protect the general fund from the negative impacts of peak replacement costs. Internal Service Fund A second option is to establish an internal service fund to accumulate the dollars necessary to cover anticipated vehicle replacement costs. With this approach, a fixed amount of money is contributed to the ISF each year based on the projected replacement costs over a multi-year period. These contributions, along with proceeds from the sale of used vehicles and equipment and any interest earned by the fund, provide sufficient dollars to replace fleet units in future years. The use of an ISF allows an agency to establish reserve funding for future costs as well as pay out actual expenses as they occur. Consequently, there are sufficient funds available with which to pay vehicle replacement expenses,even when there may be higher than average costs in a given year. Establishing an ISF and setting aside funds for current and future vehicle and equipment needs is considered a prudent business practice for local governments. Though not mandatory,it is advisable that fleet customers be responsible for regularly contributing money to the ISF. This helps departments become aware of the"ownership costs"for having assigned vehicles, which in turn tends to decrease demands for additional,unnecessary vehicles and improve the utilization of existing units. Costs are typically allocated to city departments and their associated funds are based on a 12 Maintenance Practices Vehicle Replacement Practices Management Partners formula that takes into account the number and type of vehicles assigned to them. One reason some agencies do not use an ISF for vehicle replacement is because of the capital investment typically required to start one. If a municipality has a backlog of vehicles and equipment due for replacement,establishing an ISF can be expensive.Another challenge is the temptation to borrow from this type of reserve fund,which can accumulate large funds from year to year. Seal Beach should be commended for having the vision to establish a vehicle replacement fund and the discipline to use allocated funds for their intended purpose.This is an excellent first step in assuring that vehicles are replaced on a timely basis. Debt or Lease Purchasing Several types of debt financing instruments are available to purchase vehicles or equipment. These include borrowing money through revolving lines of credit or fixed-term loans offered by banks and other financial institutions.Leasing vehicles and equipment from the manufacturer or other leasing companies is another option.Although it is possible to issue bonds or certificates of participation for large equipment purchases, doing so may require a vote of the public and may impact a city's overall credit rating. Because government agencies can borrow at tax-exempt rates, lease/ purchase financing may be less expensive than saving and paying with cash because of the time-value of money.Generally speaking, as long as the inflation and increased cost factors are greater than the rate of interest being paid on the loan,buying equipment today and financing it is cheaper than saving over time and paying cash.Seal Beach does not use debt or lease purchasing to finance any units in its fleet,but may wish to explore doing so in the future. It is not unusual for a government agency to use more than one of these options.For example,including the enormous costs of fire apparatus and certain construction equipment in a fleet replacement reserve fund can cause annual fund balances to reach high proportions.As a result,some agencies choose not to include these units in the vehicle replacement fund and treat them as capital expenditures when they are due for replacement.This ensures that reserve fund balances are scaled to cover normal replacement costs for all units other than those that are significantly more expensive. 13 Maintenance Practices Vehicle Replacement Practices Management Partners For example, the City could consider leasing the lifeguard rescue boat, with an option to buy. Eliminating this boat from the schedule will help smooth the replacement cost requirements from year to year. However, it means that funding for the rescue boat would have to be prioritized against other capital items. To the extent that resources are constrained in the year in which the boat needs to be replaced, the City may not have sufficient funds to purchase it when that time comes. Adequacy of the Vehicle Replacement Fund As discussed above,the City is interested in determining if the current vehicle replacement fund balance is sufficient to support a long-range replacement plan. Table 5 below shows the impact on the vehicle replacement fund from replacing the general fund units in the recommended 15-year replacement schedule, as presented in Table 2 above. Assuming the current fund balance and no additional contributions, Table 5 shows that the City's vehicle replacement fund is sufficient to cover replacement costs only through FY 2014-15. Table 5. Vehicle Replacement Fund Balance Based on Recommended Replacement Schedule Cost for Beginning Recommended Remaining Fiscal Year Fund Balance' Replacements' Fund Balance 2012-13 $1,846,897 -$962,600 $884,297 2013-14 $884,297 -$367,300 $516,997 2014-15 $516,997 -$80,100 $436,897 2015-16 $436,897 -$796,500 -$359,603 2016-17 -$359,603 -$519,300 -$878,903 2017-18 -$878,903 -$322,400 -$1,201,303 2018-19 -$1,201,303 -$110,500 -$1,311,803 2019-20 -$1,311,803 -$134,200 -$1,446,003 2020-21 -$1,446,003 -$566,200 -$2,012,203 2021-22 -$2,012,203 -$274,600 -$2,286,803 2022-23 -$2,286,803 -$292,700 -$2,579,503 2023-24 -$2,579,503 -$235,200 -$2,814,703 2024-25 -$2,814,703 -$927,600 -$3,742,303 2025-26 -$3,742,303 -$363,900 -$4,106,203 2026-27 -$4,106,203 -$195,000 -$4,301,203 2027-28 -$4,301,203 -$411,700 -$4,712,903 'Balance as of April2012 2Assumes replacement of general fund units only 14 Maintenance Practices Vehicle Replacement Practices Management Partners In fact,the City will need to invest more than$4.7 million to fund recommended purchases and retain a positive fund balance through FY 2027-28. One alternative is to transfer money each year from the general fund into the vehicle replacement fund.To facilitate budget planning and avoid fluctuations associated with replacement needs that are significantly higher in some years than in others,the transfers can be established at a fixed amount that does not fluctuate from year to year. As discussed previously,Management Partners developed a model to determine the amount of annual general fund transfer that would be required to avoid a negative fund balance and cover the replacement needs identified in the Schedule. In quantifying an appropriate annual transfer,we used two parameters. First,we assumed that the ending fund balance should not drop below$100,000 to provide sufficient contingency funding for public safety units needing replacement as a result of accidents.Second,because fleet maintenance recommendations presented later in this report would require funding if implemented,we assumed a beginning vehicle replacement fund balance of$1.75 million. Using these parameters,Table 6 below illustrates that an annual general fund transfer of$310,000 is sufficient to maintain a positive replacement fund balance of at least$100,000 over the next 15 years. 15 Maintenance Practices Vehicle Replacement Practices Management Partners Table 6. Vehicle Replacement Fund Balance with Annual General Fund Contribution Annual Beginning Replacement Annual Remaining Fiscal Year Fund Balance Contribution Purchases Balance 2012-13 $1,750,000 $310,000 -$962,600 $1,097,400 2013-14 $1,097,400 $310,000 -$367,300 $1,040,100 2014-15 $1,040,100 $310,000 -$80,100 $1,270,000 2015-16 $1,270,000 $310,000 -$796,500 $783,500 2016-17 $783,500 $310,000 -$519,300 $574,200 2017-18 $574,200 $310,000 -$322,400 $561,800 2018-19 $561,800 $310,000 -$110,500 $761,300 2019-20 $761,300 $310,000 -$134,200 $937,100 2020-21 $937,100 $310,000 -$566,200 $680,900 2021-22 $680,900 $310,000 -$274,600 $716,300 2022-23 $716,300 $310,000 -$292,700 $733,600 2023-24 $733,600 $310,000 -$235,200 $808,400 2024-25 $808,400 $310,000 -$927,600 $190,800 2025-26 $190,800 $310,000 -$363,900 $136,900 2026-27 $136,900 $310,000 -$195,000 $251,900 2027-28 $251,900 $310,000 -$411,700 $150,200 One of the characteristics of this funding alternative is that larger fund balances will be maintained during the first 12 years, resulting in more accumulated interest. After that, the fund balance begins to taper off. However, this approach does little to help make departments aware of and accountable for the ownership costs of their assigned vehicles. An alternative option is to develop a vehicle replacement cost allocation plan requiring departments to make annual contributions to the vehicle replacement fund for the vehicles and equipment they operate.Under this arrangement departments would be charged a replacement cost rate reflecting the depreciated costs of each assigned unit over its expected life, as well as salvage costs, auction fees, and inflation costs. All of these factors could be incorporated into a fixed monthly rate to which departments would contribute for each assigned unit.Interest earned by the vehicle replacement fund could be used to help reduce the rates departments pay. 16 Maintenance Practices Vehicle Replacement Practices Management Partners This alternative methodology would also have a general fund impact because most of the departments utilizing vehicles receive general fund allocations for the programs and services they provide. Implementation of a cost allocation methodology without some transitional funding also could result in reductions in programs and services as departments try to absorb vehicle and equipment costs into their existing budget. Development of a departmental cost allocation methodology was beyond the scope of this project,but could be considered by the City in the future. Either of these financing alternatives will ensure that the vehicle replacement fund has sufficient resources to pay for needed purchases through FY 2027-28,while minimizing fluctuations to the general fund associated with a"pay as you go" or ad hoc budget allocation. Recommendation 3. Transfer at least$310,000 annually from the general fund to the vehicle replacement fund to ensure sufficient resources are available to replace units when they have reached the end of their useful life. Recommendation 4. Develop a cost allocation plan and chargeback system to enable departments to contribute to the replacement costs of assigned units on an annual basis. 17 Maintenance Practices Vehicle Maintenance Practices Management Partners Vehicle Maintenance Practices In addition to reviewing the City's current vehicle maintenance practices, Management Partners conducted a high-level feasibility assessment of alternative service delivery options. As public agencies look for ways to achieve economies of scale,outsourcing services to private vendors or sharing services with neighboring communities are gaining interest. For example,in Orange County,the City of Buena Park provides vehicle maintenance services to the City of La Palma. Unfortunately, alternative service delivery options for Seal Beach's vehicle maintenance operations are limited by its relatively isolated geography and the lack of available resources nearby. The size and complexity of the fleet is too large to be adequately handled by the limited number of repair shops located within or near the City. The fleet maintenance facilities of the closest cities that may have the capacity to provide services to Seal Beach(the cities of Westminster,Huntington Beach and Long Beach)are 10 or more miles away. Consequently,adequately staffing and equipping the City's existing vehicle maintenance facility appears to offer the most efficient approach. Our review of the Seal Beach vehicle maintenance program identified a number of best practices that,if implemented, could improve the functionality of the operation and enhance efficiency and customer service. Fleet Policies and Procedures Having a set of policies to govern how vehicles are assigned and how they are to be utilized and cared for is a common practice in local government agencies. In Seal Beach,however,there are no defined fleet maintenance policies to guide and direct the management of the City's vehicle and equipment assets.Consequently,fleet transportation goals and objectives are vague and the responsibility for implementing them unclear. 18 Maintenance Practices Vehicle Maintenance Practices Management Partners The City needs to establish an overall policy on fleet transportation for officials and employees in the conduct of official business. This should include developing performance measures that effectively monitor and manage the fleet services function. The policy should also establish guidelines relating to vehicle assignment criteria, standby and take-home usage and use of personal vehicles. The most critical policy management functions for any successful fleet organization should include: o Fleet Policy and Financial Management o Customer Services Management o Fleet Cost Control and Charge-back Management o Assignment and Fleet Size Management o Fleet Replacement(Cycling)Management o Fleet Service Delivery Management One way to develop such fleet management policies is through the creation of a Vehicle and Equipment Committee. A committee chair, preferably a manager from the City Manager's Office or Administrative Services, should lead the group, which should include the Public Works Department maintenance service manager and representatives from the various departments utilizing fleet services. Its purpose should be to address fleet-related issues such as developing policy and guidelines relating to vehicle assignment criteria, standby and take-home use of personal vehicles. Furthermore, the committee could act as a platform by which fleet maintenance and its customers communicate ongoing fleet service-related issues and act as a review board to evaluate all requests for additions to the fleet. Recommendation 5. Establish a Vehicle and Equipment Committee whose main task is to develop a comprehensive administrative policy pertaining to vehicles and equipment. To facilitate the development of comprehensive fleet policies and procedures, the City should request samples from other agencies,which could then be customized to meet Seal Beach's specific needs. Recommendation 6. Obtain samples of fleet policies and procedures from other municipalities to assist the Vehicle and Equipment Committee in developing appropriate policies for Seal Beach. 19 Maintenance Practices Vehicle Maintenance Practices Management Partners Staffing and Workload Fleet maintenance is a division of the Public Works/Engineering Department. Included in the fleet maintenance budget is the percentage of time and corresponding salary and benefits the assistant city manager/public works director, the maintenance service manager and an executive assistant devote to the division. The public works director spends approximately 5%of his time directing and managing the City's fleet programs and policies.The maintenance service manager spends about 5%of his time managing the Fleet Maintenance Division. His responsibilities include supervising a part- time mechanic,procuring vehicles and equipment, contracting for maintenance and assuring that the fleet is in compliance with state and federal regulations.The executive assistant spends about 10%of her time maintaining inventory and repair records,preparing documents for purchases and repairs,and administering the fueling program. As discussed previously, a full-time mechanic retired last year and the City has hired a part-time mechanic from a temporary agency to take his place.He works four,eight-hour days Monday through Thursday. This means that the maintenance shop is only open 32 hours per week and is closed on Fridays. The part-time mechanic holds three National Institute for Automotive Service Excellence(ASE)certifications but lacks the knowledge to perform work on diesel units and hydraulic systems. The City's inventory includes two diesel units and several pieces of hydraulic equipment. Mechanic Staffing Levels The number of mechanics required to support maintenance and repair operations is primarily driven by the size, condition and composition of the fleet it supports.Because most public fleet operations maintain a wide variety of vehicles and equipment,it is necessary to establish a relative measure that allows for the evaluation and comparison of staffing needs. In evaluating the staffing requirements of the City's fleet operation,we used an analytical technique based on the Vehicle Statistical Referencing System(VSRS).This concept was originally developed by the United States Air Force's Transportation Bureau to determine necessary staffing levels for Fleet Maintenance.It is used to equate the level of effort required to maintain dissimilar types of vehicles and equipment to a passenger car,which is given a baseline value of 1.0. 20 Maintenance Practices Vehicle Maintenance Practices Management Partners In our experience, a vehicle equivalency unit(VEU)of 1.0 is equal to between 10 and 15 annual maintenance hours depending on a variety of factors unique to each agency. All other types of vehicles are allocated a value relative to the value of the passenger car.For example, a patrol car requires 2.5 times the annual maintenance and repair of a passenger car, or between 25 and 37.5 hours per year. Management Partners performed a VEU calculation of the City's fleet by assigning a VEU value to each unit. This results in a total of 158.5 VEUs. Multiplying this total by the benchmark annual maintenance requirement of 10 to 15 hours per unit equals annual hours of required maintenance ranging between 1,585 and 2,377.5. To determine the appropriate mechanic staffing level,we divided the range of total required annual maintenance hours (1,585 to 2,377.5)by a productivity standard for wrenching hours.A shop's staffing requirement is greatly impacted by the productivity of its mechanics. A typical maintenance shop has a productivity level of about 70%(1,456 hours).However, in small shops like Seal Beach where the mechanic must assume a variety of tasks(such as picking up parts,service writing tasks, cleaning up, delivering and/or picking up vehicles and equipment to/from vendors) a productivity of 1,300 hours per year may be more accurate. Dividing the range of required annual maintenance hours by 1,300 productive hours results in a staffing requirement between 1.22 and 1.83 FTE mechanics.We estimate the staffing workload to be at the middle of the range based on the age, condition and composition of the fleet. Consequently,based on this data, fleet maintenance appears to be under- staffed by at least 0.75 FTE, which means that current mechanic staffing levels are not sufficient to support the number and type of units that fleet maintenance maintains. Recommendation 7. Hire a full-time mechanic. Recommendation 8. Retain the part-time mechanic and adjust his hours from 32 hours per week to 20 hours per week. Increasing the staffing level would also allow the fleet maintenance facility to be open five days per week instead of four. This would enhance customer service and responsiveness, particularly to public safety departments. 21 Maintenance Practices Vehicle Maintenance Practices Management Partners Recommendation 9. Increase the number of days the fleet maintenance shop is open from four to five days per week. Vehicle Maintenance Facility The majority of fleet maintenance and repair work is performed at the City's Public Works Yard located at 1776 Adolfo Lopez Drive. As reported above,the maintenance shop operates only four days per week, and is open Monday through Thursday from 7:30 a.m. to 4:00 p.m. Organization The facility is approximately 40 years old and consists of five bays.Two bays are primarily used for servicing and one bay is used for welding and fabrication work.The remaining two bays are used to store the maintenance shop truck and an aerial truck. A room at the south end of the facility serves as an office and parts room.Above the office is a mezzanine used to store slow-moving parts and a few tires. Each of the two bays used for servicing is equipped with in-ground two- post lifts.One lift has the capacity of lifting 16,500 pounds and the other can lift 8,000 pounds.There is no exhaust system in place to extract exhaust fumes from the tailpipes of vehicles and equipment being serviced. There are no drive-through bays. Consequently, vehicles and equipment must be backed out of the shop when maintenance has been completed. Signage could be improved to warn other Public Works Yard employees of vehicles and equipment entering and exiting the shop. There is a tire repair area adjacent to the office/parts room.This area is also used to store tires,but is not secured. During the day of our visit there were no tires mounted on rims,which can expedite the replacement of flat or worn tires on police patrol or other sedan units. Wheel alignments are performed by an outside vendor. The service and repair area is adequate to maintain all vehicles and heavy equipment and the entire area is kept clean and orderly,but could be better organized to accommodate a more efficient workflow.For example,the office/parts room(which also contains oil products) and the tire repair area are located at one end of the shop while the two service bays with lifts are located at the other end of the shop.This means that the mechanic must walk from where maintenance is typically performed around two bays containing parked trucks to answer phones, 22 Maintenance Practices Vehicle Maintenance Practices Management Partners accommodate customers, accept parts deliveries, access any parts or lubricants or repair tires. A more efficient arrangement would be for the mechanic do most of the servicing in the bays adjacent to the office/parts room and the tire repair area. Purchasing an above-ground, two-post lift and placing it in the bay adjacent to the office/parts room and tire area would improve the efficiency of the service and repair area. The maintenance shop truck could be parked either in one of the bays used for servicing or the welding/equipment bay. The estimated cost for an above-ground lift is approximately$6,000. Recommendation 10.Purchase and install a rotary 18,000- pound capacity,four-post,above-ground lift and install it in one of the bays adjacent to the office/parts room and tire repair area. Shop Equipment The maintenance shop lacks certain equipment typically found in most maintenance facilities.Additionally, some equipment is inoperative or outdated and should be replaced. Ensuring the mechanics have proper equipment will improve turnaround times for routine types of service and improve customer response. The fleet maintenance facility contains one tire-changing machine and a "bubble" wheel balancer.Both are outdated and should be replaced.The "bubble" wheel balancer should be replaced with a modern wheel balancer machine that utilizes a computerized spin-balancing method. The estimated cost for this equipment is$4,500. Recommendation 11.Purchase a wheel balancer machine that performs computerized spin balancing. The facility's overhead oil and lubricant reels are old and are not being used. Consequently, the mechanic must retrieve oil and transmission fluid from plastic containers or from 50-gallon drums on the shop floor. The estimated cost for new overhead pumps, reels, guns and dispensing equipment is$12,000. Recommendation 12. Purchase new overhead pumps, reels,guns and dispensing equipment for oil and lubricants. During our site visit we did not see any automotive diagnostic equipment in the maintenance shop. This equipment is typically used to diagnose 23 Maintenance Practices Vehicle Maintenance Practices Management Partners problems with air conditioning,battery charging systems,fuel systems, electrical, engine timing,and other standard repairs. The estimated cost for such a diagnostic system is$5,000. Recommendation 13.Purchase an automotive diagnostic system and scanner. We were advised by staff that the City's practice is to replace rotors when patrol units require new brake pads rather than turn the rotors.This is an expensive policy that is not commonly practiced by other government fleet operations. The cost to turn brake rotors ranges from$15 to$25 per wheel,while replacement costs range between$35 and$75 per rotor. Purchasing a brake lathe at an estimated cost of$7,000 would allow the mechanic to turn the rotors instead of replacing them. Alternatively, the City's practice should be changed so that rotors are sent out to be turned on any vehicle in the fleet until it becomes absolutely necessary to replace them. Recommendation 14.Purchase a brake lathe and institute a policy of turning rotors at the time of brake pad replacement until they have served their useful life. A self-cleaning pressure washer is located between the Police Headquarters and the Public Works Yard and is used by various departments to clean their vehicles. However there is no vacuum available. Purchasing a vacuum and installing it near the wash rack would enable staff to clean the interior of the vehicles more effectively. Recommendation 15.Purchase a vacuum and install it next to the wash rack. Purchasing all of the shop equipment identified in this section,including an above-ground lift,would require an investment of approximately $35,000,but would improve the efficiency and overall effectiveness of the maintenance shop. Performance Measurement and Cost Analysis It is difficult to gauge the efficiency of the City's fleet operation without tracking performance measures. There is no evidence that the Fleet Maintenance Division has established or is using any fleet performance measures to evaluate its fleet operation.To some degree staff attempts to track labor hours, parts costs and fuel consumption. However,these input and output indicators, while important components of the 24 Maintenance Practices Vehicle Maintenance Practices Management Partners efficiency equation, fall short of effectively measuring the efficiency and effectiveness of the City's fleet operation. Efficiency measures(or unit cost ratios) reveal how well an organization is using the resources(dollars and staff) available for a particular service or program. Efficiency is expressed as a ratio between the amount of input and amount of output, and can be calculated on the basis of cost or number of FTEs, for example. Outcome(effectiveness)measures demonstrate how well a program or service is accomplishing its objectives and fulfilling the purpose for which it exists. These measures are fundamental to the practice of performance measurement in that they indicate quality,impact and outcome(how important the service is to the people it is intended to serve) and how well it is delivered. Performance measures provide an objective way of documenting Fleet Maintenance Division performance, including the level of service to its customers. They provide a basis for internal trend analysis and for comparison between fleets by tracking and monitoring resources(inputs) and workload statistics (outputs)and measuring the degree of efficiency and effectiveness of the operation. The lack of reports being generated by fleet maintenance coupled with the lack of performance measures leads us to believe that there is very little analysis taking place. For instance, the absence of vehicle/equipment life-to-date maintenance and repair history reports makes it almost impossible to evaluate when a vehicle or piece of equipment should be replaced. Some examples of important performance measures not being tracked include: o Amount of time to perform preventive maintenance services and other repair tasks o Number of hours of downtime per each vehicle and piece of equipment o Number and types of repeat repairs o Vehicle-hours (or days)lost waiting for parts o Percentage of repairs delayed due to stock outs/lack of parts A more detailed list of performance measures is provided as Attachment C. Recommendation 16.Establish and monitor performance standards with the goal of measuring performance against industry and shop standards. 25 Maintenance Practices Vehicle Maintenance Practices Management Partners Cost Analysis To assess the efficiency of existing operations,Management Partners would typically perform an activity-based cost analysis.This would enable us to calculate a shop labor rate to compare with local commercial independent shops and dealerships to determine the City's competitiveness in the marketplace. Additionally we would calculate markups for each of the major fleet programs including administration and asset management,fuel,parts and commercial work, and benchmark them against industry standards. Unfortunately the Fleet Maintenance Division does not track its shop overhead costs nor are the City-wide cost allocations applied to the fleet maintenance budget.This makes it difficult to determine the total cost of the City's vehicle maintenance operation.Furthermore,the mechanic's direct and indirect time is not being documented,making it difficult to establish his productivity(wrenching hours),which is an integral component of any shop labor rate calculation. Instead,fleet maintenance uses a shop labor rate of$33.00 per hour which is based on the salary that the City pays to the temporary help agency for the part-time mechanic.There are no markups in place for sublet, parts or fuel. Should the City ever desire to allocate the costs associated with vehicle maintenance to departments having assigned vehicles, all of these costs will need to be identified and quantified. Recommendation 17.Develop burdened shop labor rates for light,heavy and small equipment work. Recommendation 18.Develop markups for parts,fuel and sublet services and an administrative/asset management charge. Chargeback System A properly designed charge-back system improves the consumption and provision of fleet resources. When costs are identified and visible to the customer department, the customer tends to economize. Conversely, when customers are not held accountable,overall fleet costs rise and customer responsibility and care for equipment tends to lessen.Such systems also hold fleet service agencies accountable for the quality and cost of the goods and services they provide.Additionally, they promote equitable treatment of fleet users who only pay for the services they consume with no cross-subsidization of fleet costs. 26 Maintenance Practices Vehicle Maintenance Practices Management Partners There is no formal chargeback system in place to recoup the costs associated with fleet maintenance nor do fleet customers budget for fleet maintenance, repairs, fuel, parts or sublet costs.Instead, these costs are absorbed by the general fund.The City's budgetary process does little to encourage fleet customers to minimize the number of assigned vehicles or influence efficiency in the vehicle support system. Overhead costs(i.e., supplies, utilities,uniforms/clothing, travel and training) are not part of the fleet maintenance budget but rather are absorbed in the general fund budget of the City.This makes it difficult to determine the total cost of fleet services in the City. Accidents, abuse and damage to fleet units are absorbed in the fleet maintenance budget including instances where the City operator is at fault. This is not a"best fleet management practice." In these cases, where it is determined that the City employee was at fault, the employee's department should be responsible for the costs of damages to the vehicle or piece of equipment and should reimburse fleet maintenance for related expenses. Public agencies utilize various chargeback structures to recoup their fleet costs. One structure that is useful in controlling fleet size and has proven successful for other fleet operations is a three-tiered system that incorporates: 1) a monthly flat fee that recoups the replacement costs over the life of the unit;2) a standing or flat fee that captures the administrative overhead cost of the unit;and 3) a direct charge or cost per mile rate that recovers the operational costs of the unit(costs associated with fuel,tires,maintenance and repair). We understand that such a cost allocation effort is currently being undertaken by the City. Our recommendations are intended to ensure that the cost analysis includes fully burdened shop labor rates; costs associated with the provision of parts,fuel, and sublet services;and the administrative costs associated with management of vehicle and equipment assets. Recommendation 19. Develop an"accountable" charge- back system that incorporates fleet replacement, overhead and all operational costs. Customer Service An important mechanism for measuring performance is to solicit feedback from customers. Customer surveys are considered a"best fleet 27 Maintenance Practices Vehicle Maintenance Practices Management Partners management practice" and should be done annually. However fleet maintenance does not regularly ask customers for feedback on the quality of service being provided. In the absence of survey data,we interviewed and asked representatives from several City departments to comment on the quality of service they receive from fleet maintenance. Representatives from the Lifeguard Department told us that they are pleased with the timeliness and attention that fleet maintenance provides and for the most part, they are pleased with the turnaround time of repairs to their equipment. The Police Department, on the other hand,is not pleased with turnaround time and the cost of services, and has begun tracking turnaround times. They provided three recent examples of repairs that took longer than usual according to their records. Some of this may be due to the fact that fleet maintenance is closed on Fridays.Additionally, the Police Department's calculation of"downtime"most likely includes the time the shop was notified in writing of the problem rather than when the vehicle was brought to the shop. Our review of maintenance and repair work performed between July 1, 2011 and December 31, 2011 revealed that the there were only a few instances where vehicles were kept for more than one day.However, according to Public Works Department staff members,not all work was documented during this time. The Police Department would like better communication with fleet maintenance about the status of vehicles being repaired. For example, police would like to be notified when they can expect work to be accomplished.Unfortunately, the"Vehicle Service Request" that is used by fleet customers to report a problem with their vehicle or equipment is not designed for the mechanic to enter an estimated time for work to be completed. Customers reported that they do not receive fleet reports reflecting the type of work performed on their vehicles and equipment nor the associated costs (labor/parts).Additionally, they would like to know in advance when their units are due for servicing to better facilitate their workload. Recommendation 20. Conduct annual surveys to obtain customer feedback on vehicle maintenance services. 28 Maintenance Practices Vehicle Maintenance Practices Management Partners Preventive Maintenance Practices Based on the data supplied to us from fleet maintenance, it appears that little preventive maintenance (PM)is taking place and that the quality of the PM program is sub-par.According to a report(050 Fleet Maintenance Log-Fleet Maintenance Summary) generated from the Public Works Department's web-based software system(Quick Base) a total of 36 preventive maintenance services were performed between July 1,2011 and December 31,2011.During this same period 63 unscheduled repairs were completed.The PM to repairs ratio equates to 36%PM activities to 63%repairs.This is below the typical industry standard range of 60 to 70%PM activities to 30 to 40% repairs. Not all maintenance and repair work was documented during this six- month period.In fact, only 233.5 hours of the mechanic's time was accounted for out of approximately 800 available hours.We were informed that there is a backlog of preventive maintenance services but the maintenance service manager was unable to determine the magnitude of the backlog. Fleet maintenance does not utilize a formal, progressive,multi-level(A, B, C, D services)preventive maintenance program. Instead,fleet maintenance performs an "A" service on all units, except for police units, which receive an"A" service and a"B" service.Furthermore,the mechanic does not use a preventive maintenance check sheet when performing PM. This is unusual.Instead, the mechanic uses the "Vehicle Service Request"to record any work he performs. To be effective a preventive maintenance program must be designed around each vehicle and equipment classification to ensure that manufacturer service requirements are followed. It must also be specific for the conditions under which the units operate.PM checklists should be designed for each vehicle and equipment class.Each should be dated and signed by the mechanic who performed the service. Fleet maintenance uses a very general vehicle and equipment classification system rather than a specific system based upon best fleet practices.For instance, all heavy trucks are grouped together without specifying type (e.g.,dump truck, aerial truck, or other specialized vehicle).This makes it difficult to analyze fleet data pertaining to similar vehicles and pieces of equipment. PM servicing on all City vehicles except patrol cars is performed every 4,000 miles on those vehicles and equipment with odometers (miles) and 29 Maintenance Practices Vehicle Maintenance Practices Management Partners every 100 hours on equipment with hour meters.Police patrol units are provided with PM every 3,000 miles.Applying the same standard PM servicing thresholds for all odometer-type units and for all hour-metered units is not a best fleet practice,because it can result in deviation from manufacturer specifications. For example,it may be premature to service mileage units such as non-public safety sedans at the 4,000-mile service interval when the normal standard for such vehicles is 5,000 miles.The same applies for hour-metered equipment being serviced at 100-hour intervals. Instead, each unit should be evaluated in terms of when it should be serviced based on how and under what conditions it is being utilized. Those units that do not reach the minimum thresholds for preventive maintenance should be inspected by a mechanic at least once per year. Currently it is the responsibility of fleet customers to bring their vehicles and equipment in for servicing based on date and mileage stickers placed in their units.Fleet maintenance does not notify customers ahead of time to schedule their units for servicing.As a result the shop is unable to appropriately plan the annual workload and is compelled to service whatever is brought into the shop on any given day Fleet maintenance should be reviewing all unscheduled repairs to identify trends in system failures (i.e.,brakes,cooling,charging) and the reason for failure. These are the first steps in determining appropriate actions to prevent a reoccurrence,which may be caused by a number of factors such as parts failures, improper repair techniques, lack of mechanic training,operator misuse and/or problems not being identified as part of the preventive maintenance program. There is no"fast lube" service in place for light-duty vehicles to accommodate customers who are in a hurry. However, fleet maintenance does offer a"quick fix" service to make minor repairs while customers wait. An oil-sampling program for heavy equipment is not used to determine the optimum intervals to change oil. Fleet maintenance does not have a formal, written warranty or guarantee for its maintenance and repair work.However, staff will honor their workmanship and customers are encouraged to bring their vehicles back for service if problems are not corrected initially. There are no reports that address vehicle downtime and reason codes that indicate why the vehicle or piece of equipment is out of service (i.e., awaiting parts,insufficient staffing, and bay not available). 30 Maintenance Practices Vehicle Maintenance Practices Management Partners Recommendation 21.Develop vehicle and equipment classifications such as those provided by the American Public Works Association or the National Association of Fleet Administrators. Recommendation 22.Develop a formal,progressive, multi-level(A,B, C,D services)preventive maintenance program that includes class-specific PM check lists and a servicing schedule that incorporates time and mileage thresholds. Recommendation 23. Develop a pilot program that offers a"fast Tube" service ("A" level PM service) for customers. Recommendation 24.Develop outcome measures for preventive maintenance and repair performance. Parts Inventory and Management Because of staffing limitations, there are no full-time personnel dedicated to the parts program.The Fleet Maintenance Division utilizes several parts suppliers for the purchase of both stock and non-stock items. These vendors provide pick-up and delivery service,which is a best fleet management practice.Dealerships and specialty suppliers are used when needed. The budget for parts in FY 2011-12 was$30,300.This represents 16%of the total fleet budget.On our tour of the maintenance shop we observed a significant number of parts that were outdated.The maintenance service manager estimates that the outdated parts account for about 95%of the total inventory,which consists of oil filters,various belts and hoses as well as miscellaneous spare parts. The parts inventory value is estimated to be about$1,000 according to staff. Fleet maintenance performs "spot bidding" as well as the purchase order process to obtain the best possible pricing.Both of these processes provide flexibility in obtaining parts. The City's current database system has the ability to alert personnel when the cost of an item is 10%or more out of range from previous purchases,which allows for spot checks with the vendors regarding pricing variances. The maintenance service manager was unaware of the shop's parts turnover ratio,which represents the total number of parts used during a specified period divided by the average number of parts on hand at any given time. The parts turnover ratio is important because it measures 31 Maintenance Practices Vehicle Maintenance Practices Management Partners stock utilization as a portion of maintenance and repair production. Determining the turnover ratio indicates excessive or depleted stock levels and highlights slow moving and/or potentially obsolete stock.An annual parts inventory,which could help calculate a turnover ratio, is not being performed by the City auditor or by fleet maintenance staff. Life cycle counting for parts also is not being performed.Ideally, reports should be generated that indicate use of items, reorder points,value of inventory, non-moving parts and turnover ratio. Based on our discussions with the maintenance service manager, down- time due to lack of parts availability is not being tracked.The current data-base system does not have the capability to perform this function. As discussed previously,fleet maintenance does not charge a markup on parts.We calculated the "parts cost per vehicle equivalent" at$191 per year, which is below the public sector standard of between$275 and$300 per year. This may be related to the limited amount of preventive maintenance being performed. Recommendation 25.Develop outcome measures for parts inventory. Recommendation 26.Develop a parts markup that reflects the true cost of providing this service. Fuel Monitoring and Management The Fleet Maintenance Division is responsible for the City's fueling operation.This includes purchasing,storing and dispensing fuel, maintaining the fuel infrastructure, capturing and recording fuel data and assuring compliance with regulations. The City utilizes the Voyager Fleet Card program to fuel its fleet. Through this program customers can obtain fuel at any gasoline station that accepts the Voyager credit card.There are four stations located within the City limits and several more just outside the City in Westminster,Sunset Beach and Los Alamitos. These locations also provide diesel fuel. Compressed natural gas(CNG)is purchased from Clean Energy using Clean Energy cards.There is one site where CNG can be accessed in Seal Beach; another is located in the City of Fountain Valley. Diesel fuel for beach equipment(consisting of two beach tractors)is stored in a 500-gallon, above-ground fuel tank located at City's Beach 32 Maintenance Practices Vehicle Maintenance Practices Management Partners Yard facility.Three vendors are used to supply fuel to this site depending on the price per gallon at the time the order is placed. During FY 2010-11 the City spent a total of$160,509 on fuel.The average cost of unleaded fuel during this period was$3.33 per gallon and$3.60 per gallon for diesel. A breakdown of the quantities,costs and average price per gallon is reflected in Table 7 below. Table 7. Fuel Quantities and Costs by Type in FY 2010-11 Average Price per Type Quantity Cost Gallon Unleaded 45,974 gallons $152,983 $3.3276/gallon Diesel 1,500 gallons $5,405 $3.6034/gallon Propane 22 GGEs $68 $3.0909/GGE CNG 1,479 GGEs $2,053 $1.3881/GGE The City budgeted$127,000 for fuel for FY 2011-12. During the first eight months,however(July 2011 to February 2012),fuel expenditures have totaled$113,572. The average price for unleaded fuel during this period was$3.68 per gallon.As of March 28,2012, the City was paying$3.95 per gallon.Based on last year's fuel consumption and assuming the current price of unleaded fuel remains unchanged,the City may have under- budgeted for fuel by approximately$46,000. Fuel performance measures are critical elements in evaluating a vehicle's overall performance. However, the City does not track many standard fuel measures,such as average fuel consumption(mpg)by vehicle and class,fuel cost per mile, and average total fuel cost by class. Measuring fuel performance also helps identify vehicles that are being underutilized (and may no longer be needed), and preventive maintenance needs that impact fuel economy. Recommendation 27.Develop a fuel markup that reflects the true cost of providing the City's fueling service. Recommendation 28.Implement and monitor fuel performance measures. 33 Maintenance Practices Vehicle Maintenance Practices Management Partners Sublet Program The Fleet Maintenance Division contracts a small amount($65,600 in FY 2011-12)of repair work.The majority of this budget is intended to cover the cost of the contract mechanic($52,000)while the remainder is to be used for several in-shop services and any commercial contract work.It is uncertain how much is being spent on outside repairs;however,staff estimates that about$6,000 was spent last year. Fleet maintenance typically contracts body and paintwork,front-end alignments,transmission repairs and smog work.With its limited staffing and significant backlog of preventive maintenance work,it is surprising that more work is not contracted to alleviate the backlog. In addition,an opportunity exists to improve customer service by ensuring contracts are in place for minor emergency repairs to public safety vehicles on weekends. Recommendation 29.Establish contracts with third-party vendors to perform preventive maintenance and emergency repairs on an as-needed basis. Although fleet maintenance services all of the lifeguard trucks,one of the lifeguard employees is responsible for maintaining the ATVs and trailers, as well as the department's two boats.He spends about 40 hours per year performing preventive maintenance and repairs to these units.The Lifeguard Department budgets$1,200 per year for parts and has their two jet skis serviced by a local Honda dealer. The Police Department utilizes three outside firms to outfit their patrol and administrative units.Radio installations and repairs are provided by Orange County Communications.The Police Department budgets$4,500 per year for radio repairs.Additionally, $5,000 is budgeted for miscellaneous repairs to their fleet by outside vendors and to cover car wash expenses.Motorcycle maintenance and repairs are performed by Honda of Orange and are paid for out of the Fleet Maintenance Division's budget. Unfortunately,not all of the above-mentioned in-house labor/parts costs and sublet costs that the public safety departments spend on assigned vehicles and equipment are being documented and shared with fleet maintenance to be included as part of each unit's ongoing historical costs. The omission of these costs from a unit's life-cycle costs results in understating the total cost of fleet ownership and affects the calculations determining the optimum point at which to replace a unit. 34 Maintenance Practices Vehicle Maintenance Practices Management Partners The City routinely bids sublet services over$1,000.However,we were informed that the current agreements with commercial vendors do not contain provisions for warranties,pickup and delivery of units and standards to assure timeliness of work. Seal Beach does not mark up its sublet work.A sublet markup can be used to benchmark the costs of Seal Beach's sublet operation against those of other public agencies to measure efficiency.Such a markup should include the costs of personnel who support the transportation of units to and from the vendors as well as the administrative costs associated with this program.In addition,there are no sublet performance measures in place to assess the quality of the sublet work or ensure accountability and efficiency. Recommendation 30.Develop a sublet markup that reflects the true cost of providing sublet service. Recommendation 31. Develop outcome measures to assess sublet performance. Effective Management and Oversight The maintenance service manager is responsible for overall fleet operations,including planning,organizing,coordinating programs for the acquisition,storage,utilization,maintenance/repair and replacement/disposition. However,his authority for replacing and acquiring new units is decentralized. Most departments have the perception that they"own"their vehicles and equipment,even though there are no allocations to their budgets for either replacement or maintenance costs. Consequently, departments tend to advocate strongly when a unit should be replaced as well as the make and model of the replacement. This practice ignores the potential implications that new models and units may have on mechanic training needs,or tool and service equipment upgrades. This perception exists primarily because the maintenance service manager has not been given full authority over the fleet operation.Under such an arrangement the maintenance service manager would act much like a rental car agency in that he"owns"the vehicles and rents them to his City customers.The maintenance service manager would determine if and when a vehicle or piece of equipment was due to be replaced based on an analysis of the various cost and performance data that has been collected over the life span of the unit.If it was determined that a unit needed to be replaced, the manager would meet with the department 35 Maintenance Practices Vehicle Maintenance Practices Management Partners (customer)to discuss their needs and provide suggestions or alternatives for providing an appropriate means of transportation,including renting, leasing,purchasing,or drawing from a central or departmental pool. Recommendation 32.Assign the maintenance service manager full functional responsibility for the City's fleet,including the planning,directing,managing, coordinating and supervising of programs for the acquisition,assignment,utilization,maintenance and repair,replacement and disposal of the vehicle and equipment fleet. Complicating matters, the maintenance service manager does not have adequate time to devote to fleet maintenance because of his other responsibilities. As an alternative to hiring additional staff,there are a variety of systems and tools which would help make overall management of the City's fleet more manageable and require less of the maintenance service manager's time. Recordkeeping and Information Systems Record keeping for fleet activities is currently poor and inconsistent.Data are either not kept or are scattered among various systems and organizations.City staff members had a difficult time providing us with the information we requested,not due to any lack of cooperation but simply because the information was not available. Fleet maintenance currently uses a web database software program known as"Quick Base" developed by Intuit to track fleet costs.The program,which the Public Works Department has been using since 2002, lacks many features found on today's"off-the-shelf"fleet management information systems. Fleet maintenance does not generate any reports from its Quick Base system.Furthermore,this program does not have the capability of interfacing with either the City's financial system or the Voyager fuel system. There is one computer monitor located in the maintenance shop office that the mechanic primarily uses to look up parts and repair procedures. He uses the"Vehicle Service Request" to record his time and the parts used on vehicles or equipment.This form is then turned in to the executive assistant who enters the labor,parts and commercial costs into the Quick Base system.Fuel gallons and costs are also entered into the system on a monthly basis. 36 Maintenance Practices Vehicle Maintenance Practices Management Partners It is unusual to use a vehicle service request to record data typically captured on a work order.The City's service request form does not allow information that is vital to assessing the performance of the fleet operation and the mechanics that support it,to be captured.For example, the form is not designed for the mechanic to electronically log in and out of jobs with reason codes such as "awaiting parts," "emergency/priority repair," "shop equipment breakdown," or"lack of proper tools." Furthermore,it does not track which vehicle and equipment systems and sub-systems were worked on and their corresponding repair hours. Purchasing off-the-shelf fleet maintenance software would improve the ability of the equipment service manager to effectively manage the City's fleet,monitor trends affecting performance, and provide better feedback to customers on the status of their vehicles being serviced. The cost for such software is approximately$17,000. Recommendation 33.Purchase a new fleet management information system. Recommendation 34.Design reports that will capture information to assess fleet maintenance performance. In the absence of information,customers will assume the worst. In this case,they may assume that vehicle maintenance staff are not diligently providing the service required.Providing monthly reports on the work performed for each department, as well as the associated costs,will help inform departments about the services that have been provided and enhance accountability of the vehicle maintenance program. Recommendation 35. Develop a monthly reporting summary of work performed for each customer department. 37 Maintenance Practices Conclusion Management Partners Conclusion Seal Beach's establishment of an internal vehicle replacement fund represents a best financial practice that should be continued. However, without additional investment in the fund,the current replacement needs of the City's fleet will deplete the fund by FY 2015-16. This report contains recommendations that will enable the City to pay for the replacement of essential vehicles and equipment over the next 15 years, while adhering to a replacement schedule based on the best practices for fleet management. The Fleet Maintenance Division of the Public Works Department has done an admirable job responding to the needs of department customers, given the staffing, tools and resources provided. In the absence of viable alternative service delivery options,Seal Beach should focus on improving the efficiency and effectiveness of its existing vehicle maintenance program. This will require an increase in staffing of 1 FTE mechanic, and a modest investment in shop equipment and tools. If necessary,funding for basic diagnostic equipment,fleet management software and other one-time costs could be allocated from the vehicle replacement fund. Giving the Fleet Maintenance Division staff the resources they need to be successful will improve customer service as well as enhance the ability of City departments with assigned vehicles to respond to the needs of the community in an effective and efficient manner. 38 Maintenance Practices Attachment A-List of Recommendations Management Partners Attachment A — List of Recommendations Recommendation 1. Adopt a formal methodology and criteria for the replacement of vehicles and equipment. Recommendation 2. Evaluate the condition and replacement need of vehicles currently exceeding recommended replacement criteria to determine if replacement of some units may be deferred. Recommendation 3. Transfer at least$310,000 annually from the general fund to the vehicle replacement fund to ensure sufficient resources are available to replace units when they have reached the end of their useful life. Recommendation 4. Develop a cost allocation plan and chargeback system to enable departments to contribute to the replacement costs of assigned units on an annual basis. Recommendation 5. Establish a Vehicle and Equipment Committee whose main task is to develop a comprehensive administrative policy pertaining to vehicles and equipment. Recommendation 6. Obtain samples of fleet policies and procedures from other municipalities to assist the Vehicle and Equipment Committee in developing appropriate policies for Seal Beach. Recommendation 7. Hire a full-time mechanic. Recommendation 8. Retain the part-time mechanic and adjust his hours from 32 hours per week to 20 hours per week. Recommendation 9. Increase the number of days the fleet maintenance shop is open from four to five days per week. Recommendation 10. Purchase and install a rotary 18,000-pound capacity,four-post, above- ground lift and install it in one of the bays adjacent to the office/parts room and tire repair area. Recommendation 11. Purchase a wheel balancer machine that performs computerized spin balancing. Recommendation 12. Purchase new overhead pumps,reels,guns and dispensing equipment for oil and lubricants. Recommendation 13. Purchase an automotive diagnostic system and scanner. Recommendation 14. Purchase a brake lathe and institute a policy of turning rotors at the time of brake pad replacement until they have served their useful life. Recommendation 15. Purchase a vacuum and install it next to the wash rack. Recommendation 16. Establish and monitor performance standards with the goal of measuring performance against industry and shop standards. Recommendation 17. Develop burdened shop labor rates for light,heavy and small equipment work. Recommendation 18. Develop markups for parts,fuel and sublet services and an administrative/asset management charge. 39 Maintenance Practices Attachment A—List of Recommendations Management Partners Recommendation 19. Develop an"accountable"charge-back system that incorporates fleet replacement, overhead and all operational costs. Recommendation 20. Conduct annual surveys to obtain customer feedback on vehicle maintenance services. Recommendation 21. Develop vehicle and equipment classifications such as those provided by the American Public Works Association or the National Association of Fleet Administrators. Recommendation 22. Develop a formal,progressive,multi-level (A,B, C, D services) preventive maintenance program that includes class-specific PM check lists and a servicing schedule that incorporates time and mileage thresholds. Recommendation 23. Develop a pilot program that offers a"fast Tube" service ("A"level PM service) for customers. Recommendation 24. Develop outcome measures for preventive maintenance and repair performance. Recommendation 25. Develop outcome measures for parts inventory. Recommendation 26. Develop a parts markup that reflects the true cost of providing this service. Recommendation 27. Develop a fuel markup that reflects the true cost of providing the City's fueling service. Recommendation 28. Implement and monitor fuel performance measures. Recommendation 29. Establish contracts with third-party vendors to perform preventive maintenance and emergency repairs on an as-needed basis. Recommendation 30. Develop a sublet markup that reflects the true cost of providing sublet service. Recommendation 31. Develop outcome measures to assess sublet performance. Recommendation 32. Assign the maintenance service manager full functional responsibility for the City's fleet,including the planning, directing,managing, coordinating and supervising of programs for the acquisition,assignment,utilization,maintenance and repair,replacement and disposal of the vehicle and equipment fleet. Recommendation 33. Purchase a new fleet management information system. Recommendation 34. Design reports that will capture information to assess fleet maintenance performance. Recommendation 35. Develop a monthly reporting summary of work performed for each customer department. 40 "8 R x ME' 8 a f s&& 8 Bass M R A La 1E 5 3 88 ». s # 8 8 5 3 8 88 S 88 S -R 8S & J A 3A8= # 8 8 's 1 a "" r, ER .fl a aaEa R a a age A I 3 3 3 s A 3 a 1 y° R N. a a a a 8 a a a a F.3 § 3 s L- AA A x i 3 " a a as §88 888 R 8-■ a M 5 P 6"a 5 3 + 3 g AAA W of R A § as � �� s s A a° a i ass R �aa Pall a "a Asa @ 3 3 5 3 R a a a asa 8 8 88 s. 8 as a ' , 5133 R 3 = 388 $ aaa$a 4 4 a R 00 k 1 5 E a a !9 5 xa^i3 .. ^ s a N 'N �asa a A s s 13 A§ A g 3 8 8 t . ; a " a as " ! a a a, a O N AM A, s 8 3 3 A >_ $"a U 1 a a N 5 O sss A s :A 3 s= a s +-+ - 8 a 8 3 8 m r-I 31s as s1 ai $111 3 _ :e3 A a I A #s s a sea A s N a Ea »I 355, ii,a »aa E.s 3 m a" 9 a aaaa N. 5 q aEao EALEAREg°sE =gEAEmsEI a a ssEEEEEEa sssa13333AAAI EEEE AX4414$o_aoEsoEEIE3g41#4g C aaaaa aasaaggaaa »545555 a gamsagaa'„ ssR35aaaa-»» aaa�5aa a aaaagasnaasaanaaa a s aa5a 8amm _ _ m _ _ _ ^" " _ mm_ e.................. tn co 15.4 e a!;a ^ = fm_ x:saR^ ` a c a_es i § i8" 4131; .3aa^� ^aim ai511,aS�ae..a-gpi:raaas $ ""m:R "-5ma a asaaaa 4a x8 35E54E55-2554555E 5E55aaA6a3mg5aaaas'a5353 en `i N = N a' Y i f. a ; m eP3 N a gi} �3 mi a � Y 3 II O 71 j�a R^ W > 5> E H I NLLa LL88ICIa) a aPm rif�llji.g,T g! iiiaw .. .2 1111si i v ii i !m 4--a aa) i g3 MIli L! 1°31B13.MMA il!il, 8L; BSA AWHI IB1 ,13_11' BB II2.1 dill I am Ev G ;a-, 1 n,�mm _�.asm�.oa° __r%a:8sm.�_^ mmax wa8s��mrtssa "., iYYia`:i:LiVi as"12!;*aaigA/EI•%• d Q Maintenance Practices Attachment C—Sample Performance Measures Management Partners Attachment C — Sample Performance Measures Maintenance and Repair Performance Measures • Ratio of direct technician labor hours to indirect technician labor hours • Downtime (or uptime)percentage by class of vehicle (excludes accidents) • Percentage repairs that are repeat repairs (comebacks by shop) Performance Measures that Monitor Preventive Maintenance (PM) Compliance • Mechanic Performance:Measures mechanic performance against time standard for each PM service (A,B, C, D)for each class of vehicle over a given period. • PM Compliance:Measures the percentage of PM inspections performed against PMs due and scheduled on a monthly basis. PM labor hours backlogged at month-end. Parts Services Performance Measures • Downtime due to missing parts • Percentage of repairs delayed due to out of stock/lack of parts • Percentage charge or markup on the price of parts,by light duty and heavy duty • Parts turnover ratio (total number of parts used during a specified period divided by the average number of parts on hand at any given time) Fuel Services Performance Measures • Fully burdened cost of fuel per gallon • Average fuel consumption(miles per gallon)by vehicle and class • Fuel cost per mile Acquisition, Replacement and Disposal Performance Measures Replacement performance measures • Proportion of vehicles driven below minimum miles/hours criteria • Average annual utilization (miles,hours)by vehicle class and type of assignment;Ratio of annual utilization(miles, hours)by vehicle class to capacity (or output available) Disposition Performance Measures • Average salvage value per class by method of disposition • Ratio of salvage value to original purchase price 42 Maintenance Practices Attachment C—Sample Performance Measures Other Performance Measures Agency Profit/Loss • Net annual revenues compared with operating expenditures(profit/loss)by fleet by class and by vehicle Fleet Costs • Total vehicle cost per mile/hour by fleet,by department,by class,by vehicle function • Capital cost per mile/hour by fleet,by department,by class,by vehicle function • Annual unit cost of each vehicle by class • Operating and maintenance cost per vehicle by class • Administrative overhead and replacement cost per vehicle by class 43 Management Partners To: Ms.Jill Ingram,City Manager Mr.Sean Crumby,Assistant City Manager/Public Works Director From: Cathy Standiford,Partner Greg Fassler,Special Advisor Subject: Alternatives for Parking Control Enforcement Vehicles Date: June 1,2012 Management Partners was retained by the City of Seal Beach to review parking control duties, workload and vehide usage to identify ways that parking control services could be provided as efficiently.This memorandum summarizes the results of our analysis and contains a recommendation for equipping parking control officers with vehicles better suited to their duties to improve efficiency and ensure the City's assets are put to their best use. The memorandum is divided into the following sections. • Background and Methodology • Observations and Analysis • Recommendation Each is discussed in detail below. Background and Methodology Seal Beach is committed to achieving operational efficiencies to maintain service levels despite the constrained financial environment. Earlier this year the City retained Management Partners to review its vehicle replacement and management practices and develop best practice tools to assist in managing these assets. In the course of this work, an issue arose that the City determined needed further analysis. The Seal Beach Parking Division enforces City parking ordinances and manages meter and parking fees. Parking control officers(PCOs)perform ticketing work in Ford Ranger trucks. The vehicles have not been modified for the duties of parking control,which involve marking vehicles,monitoring meters and ticketing. The left-handed steering wheel requires two officers to be in the vehicle to perform these functions and creates safety and efficiency concerns. While the vehicles are not ideal for parking control duties,they were selected because of their maneuverability on the City's hills and freeway ramps and their ability to be used for other purposes such as traffic control. Management Partners was asked to review the duties, 1730 MADISON ROAD • CINCINNATI. 01-1 45206 • 513 861 5400 • FAx 861 3480 2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CA 95131 • 408 437 5400• FAx 453 6191 5 PARK PLAZA. SUITE 1 520 • IRVINE. CA 92614 • 949 322 1082 •WWW.MANABEMENTPARTNERI.CO• Alternatives for Parking Control Enforcement Vehicles Page 2 workload and utilization of the PCOs and provide recommendations for vehicles that will improve operational efficiency and effectiveness. Management Partners utilized a variety of analytical and management techniques in completing this assignment. These included reviewing documents provided by the City, reviewing parking ticket data,and conducting interviews with the chief of police,the captain in charge of the Field Services Division,the lieutenant in charge of the Support Services Division, and several of the community services officers including the traffic services coordinator.We also spent several hours observing the PCOs to gain a clear understanding of their duties and the environment in which they operate. Observations and Analysis Parking Division Organization,Activities and Schedules The Parking Division of the Seal Beach Police Department consists of a police lieutenant who supervises the division,one full-time community services officer(CSO)who serves as the traffic services coordinator,two additional full-time CSOs and three part-time police aides.A fourth CSO serves as the property and evidence technician and spends about half of his time performing parking enforcement tasks. Three of the CSOs work a four-day, ten-hour workweek,while the traffic coordinator works a normal five-day,eight-hour workweek.Two of the police aides spend 16 hours per week each assisting CSOs with parking enforcement.The third police aide works alone on Sundays from 11:00 a.m.to 7:00 p.m.patrolling the downtown area. For purposes of this memorandum,the four CSOs and three police aides are collectively referred to as parking control officers. The seven PCOs perform parking enforcement duties that include enforcing time-restricted zones,citing violators during street sweeper operations,impounding vehicles and conducting proactive patrols for parking violators.In addition to these responsibilities the PCOs respond to calls from residents for service,help with city-sponsored special events(i.e.,car shows,foot races) and direct traffic during emergency situations.One or more PCO teams may be called upon to leave their parking enforcement patrols and respond to these calls at any given time. Table 1 below shows the current work schedule for each PCO. It shows that the greatest deployment of personnel occurs on Tuesdays and Wednesdays between 7:00 a.m. and 3:00 p.m. and on Sundays between 8:00 a.m. and 4:00 p.m.when there are four PSOs on duty. Staffing levels are lowest on Fridays and Saturdays with two PCOs working from 8:00 a.m. to 3:00 p.m. Alternatives for Parking Control Enforcement Vehicles Page 3 Table 1. Work Schedules for PCOs Position Days Hours CSO(Coordinator) Monday to Friday 7:00 a.m.to 3:00 p.m. CSO 1 Monday to Thursday 7:00 a.m.to 5:00 p.m. CSO 2 Sunday to Wednesday 7:00 a.m.to 5:00 p.m. CSO 3* Wednesday to Saturday 7:00 a.m.to 5:00 p.m. Police Aide 1 Sunday and Tuesday 7:00 a.m.to 5:00 p.m. Police Aide 2 Saturday and Sunday 8:00 a.m.to 6:00 p.m. Police Aide 3 Sunday 11:00 a.m.to 7:00 p.m. *This position performs property and evidence duties on Wednesdays and Thursdays and parking enforcement duties on Fridays and Saturdays. Parking Enforcement Areas There are four areas in Seal Beach where the majority of parking enforcement takes place.These areas and the manner by which they are patrolled are outlined below. Street Sweeping Areas Street sweeping takes place Monday through Thursday throughout the City.Areas are posted with no parking time zones from 8:00 a.m.to 1:00 p.m. The City sweeps either side of a street in a given area on two different days. In addition to four residential areas where street sweeping takes place,Old Towne(the downtown area located in the vicinity of Main Street and the Seal Beach Pier)and an area on the north side of Pacific Coast Highway referred to as "The Hill" also have regular sweeping schedules.Two areas are north of Interstate 405. The street sweeper is followed by two PCOs who share a truck and cite illegally parked vehicles.One PCO drives while the other writes citations.This team works together Monday through Wednesday.They are usually finished enforcing the street sweeper route by midday and patrol Old Towne in the afternoon.One member of this team works alone on Thursdays and is supported by a second truck deployed by one PCO.This PCO also supports the team on Mondays due to the high volume of illegally parked vehicles in the Old Towne area. Old Towne Time-restricted parking zones in Old Towne are in effect seven days a week from 9:00 a.m.to 6:00 p.m.with a few exceptions. For example,residents may park without time restriction when they display a resident sticker on their vehicle. Vehicles in these areas are parked parallel to the curb.Timed parking enforcement is conducted by manually placing a yellow chalk mark along the tire tread of a parked vehicle that does not display a resident sticker.The PCO returns at a later time and issues a citation if the chalked vehicle has been parked longer than the posted time limit. Old Towne is patrolled Monday through Thursday by the same PCO team that performs street sweeper patrols for that area in the morning.Both share a Ford Ranger truck.One drives while the other chalks tires by reaching out the open window of the truck while in motion. Another Alternatives for Parking Control Enforcement Vehicles Page 4 team patrols the Old Towne area, as well as the beach lots,Main Street and the metered parking lots on Friday,Saturday and Sunday.Time-restricted parking citations issued in Old Towne account for between 40%and 50%of all parking related citations issued in the City. Main Street and Metered Parking Lots Vehicles on Main Street are parked diagonally,which requires a PCO to chalk and issue citations on foot.In addition,there are three separate parking lots adjacent to Main Street where coin-operated parking meters exist.These lots are usually patrolled on foot as well. Beach Lots The City has three parking lots located immediately adjacent to the beach at H Street,10th Street and 1"Street.Visitors must purchase tickets in advance from pay station machines.The machines issue a receipt with the expiration date and time that visitors are required to display on the dashboard.PCOs roam these lots on foot and issue citations where applicable. Two PCOs share a Ford Ranger truck to get them to and from the H Street and 10th Street lots,which are adjacent to one another, and the 1"Street lot,which located about nine blocks away.Once at the lots the majority of beach parking lot patrol is conducted on foot. Parking Enforcement Transportation The seven PCOs currently share three Ford Ranger trucks. Each of the trucks is equipped with a light bar and cones and flares to redirect traffic around dangerous traffic incidents.In addition, all trucks carry a fire extinguisher,chalk,crime scene tape and a first aid kit.Two units have pickup beds with toolboxes.The third truck has a camper shell and is used for parking enforcement as well as to transport property,evidence and supplies as needed.Table 2 below provides the current mileage for each vehicle as of April 2012. Table 2. PCO Vehicle and Mileage Unit Number Mileage CS01-7 73,327 CS02-7 48,343 CS03-7 54,519 Although their mileage varies, all three trucks were purchased at the same time in 2007 to replace three right-hand drive vehicles. Converting from right-hand to left-hand drive equipment necessitated changes in the way parking enforcement tasks were carried out.For example,instead of one person being able to operate a right-hand drive vehicle and chalk tires at the same time,two people were required(one to drive the vehicle and the other to chalk tires). The conversion to left-hand drive vehicles also caused the City to assign two PCOs to follow behind the street sweeper because additional time was required to exit the vehicle to issue a citation for an illegally parked vehicle. This staffing model reduces the number of citations that could be issued if each PCO were assigned to an individual vehicle.Furthermore,calls for service that typically require only one Alternatives for Parking Control Enforcement Vehicles Page 5 person to handle, such as complaints for illegally parked vehicles,now involve two people.This limits the productivity of the PCOs to carry out their primary mission. Parking Enforcement Vehicle Evaluation Criteria Based on our interviews with PCOs,meetings with Police Department management and our analysis of the PCO workload and duties,the parking enforcement vehicles should meet the following criteria to facilitate effective and efficient parking control. 1. Two of the three parking enforcement vehicles should be right-or center-hand drive vehicles. This will enable the PCOs to easily chalk tires while driving and write and issue sweeping citations without having to exit the vehicle and will allow enforcement to be conducted by one PCO per vehicle instead of two. 2. All three vehicles should be capable of supporting a visible light bar on the roof to provide traffic control visibility.Additionally,each should possess adequate storage capacity to carry cones,flares,chalk,crime scene tape,fire extinguishers and first aid kits. 3. At least one of the three vehicles should be capable of storing and transporting evidence and property items in a safe and secure manner. 4. All three vehicles should be capable of operating both in residential areas as well as on Seal Beach Boulevard where the Police Department is headquartered. This major thoroughfare has a posted speed limit of 45 mph and is used by PCOs to access designated parking enforcement areas in the north and south parts of the City as well as to respond to emergency situations. Vehicle Alternatives There are several right-hand and center-drive alternatives to the left-hand drive Ford Ranger trucks currently used by PCOs.They include Chrysler's Jeep Wrangler Unlimited,Westward Industry's GO-4 Interceptor III,Good Earth's FireFly,T3 Motion's CT Micro Car and the GEM ES offered by Global Electric Motorcars. The FireFly,GO-4,GEM and Jeep Wrangler all cost between$30,000 and$36,000,once totally outfitted, according to quotations recently obtained by the Police Department.The FireFly,CT Micro Car and GEM are electric-drive vehicles and consequently cost far less to operate than do the GO-4 and Jeep Wrangler,which are gasoline powered. The GO-4,FireFly,CT Micro Car and GEM are all compact vehicles and while very maneuverable,provide a somewhat lower and narrower profile than the Jeep Wrangler.As such,they do not provide the same visibility that the Jeep Wrangler possesses,or the same collision protection. The GO-4,CT Micro Car and GEM have top speeds of 40 mph,25 mph and 30 mph respectively,and are primarily designed to operate in residential areas,not on streets such as Seal Beach Boulevard(with a posted speed limit 45 mph). Both the Jeep Wrangler and FireFly Alternatives for Parking Control Enforcement Vehicles Page 6 have top speeds at or exceeding 45 mph,and can be driven in residential areas as well as major thoroughfares. Table 3 below evaluates each of the vehicle alternatives for compliance with the evaluation criteria described above. It shows that only the right-drive Jeep Wrangler meets all four criteria. Table 3. Analysis of Vehicle Alternatives and Evaluation Criteria Criteria Jeep Wrangler Firefly GO-4 CT Micro Car GEM Allows simultaneous driving and chalking X X X X X Supports light bar and safety equipment X X X X X Capable for storage of evidence and property items X Speed meets or exceeds 45 mph X X Our research on alternative vehicle options indicates that the FireFly is a relative newcomer to the market, and there is only one currently in service for parking enforcement in the nation(in Seattle,Washington). According to dealers that carry the GO-4, this vehicle is presently unavailable because the Canadian manufacturer is going through reorganization and is attempting to firm up overseas suppliers. T3 Motion's Micro Car is temporarily on "production hold" and there is no estimate as to when it will be available. The City recently borrowed a right-drive Wrangler from the City of Long Beach and the PCOs reported being impressed with its performance.We contacted the Long Beach fleet manager who reported that the 14 Jeep Wranglers currently in service for parking enforcement have had no maintenance issues and that the parking enforcement officers have had no complaints regarding performance. Recommendation Our analysis indicates that the current use of left-hand drive trucks to perform parking enforcement duties is inefficient and impacts the productivity of those PCOs who are required to ride in the same truck. To improve efficiency and effectiveness,we recommend that two of the existing Ford Ranger trucks be replaced with right-drive Jeep Wranglers for parking enforcement activities in the Old Towne and street sweeping areas of the City.We recommend that the third Ford Ranger(with the lowest mileage)be retained for parking enforcement along Main Street,the adjacent metered lots and the beach lots, since most of this area is patrolled on foot and does not require a right-hand drive vehicle. Converting two of the Ford Rangers to right-drive Jeep Wranglers will eliminate the need for PSOs to double up in the vehicles,and create capacity for employees to expand patrols and provide additional coverage on Fridays,Saturdays and Sundays where the need is greatest. Additionally, all three vehicles will have the capability to respond to service calls and traffic control situations throughout the City when required to do so.