HomeMy WebLinkAboutResolution 4437, amending the Fiscal Year 2013 budget for purchase of an aerial platform truck
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Chris Kukulski, City Manager
Anna Rosenberry, Administrative Services Director
Jason Shrauger, Fire Chief
SUBJECT: Resolution No. 4437 - Amending Fiscal Year 2013 (FY13) General Fund
Budget for purchase of 100’ Mid-mount Aerial Platform Truck..
MEETING DATE: May 6, 2013
AGENDA ITEM TYPE: Consent Item
RECOMMENDATION: Resolution No. 4437 - Amending Fiscal Year 2013 (FY13) Fire
Capital & Equipment Replacement Fund Budget for purchase of 100’ Mid-mount Aerial
Platform Truck.
SUGGESTED MOTION: Motion to approve Resolution No. 4437
BACKGROUND: Since the adoption of the FY2013 Approved Budget in late June, an item
has arisen that requires amendment of the appropriations budget.
Authorizing expenditure of $839,458.25 from the Fire Department Capital & Equipment
Replacement Fund in Fiscal Year 2013.
This amendment is necessary because it is a significant amount that was not specifically
authorized in the FY2013 budget. This piece of equipment was currently scheduled in the Capital
Improvement Plan to be budgeted and purchased in Fiscal Year 2014.
We anticipated that it would take up to 16 months to build a replacement apparatus. The
anticipated time frame was based on discussions with several different vendors as well as
common industry turnaround times. The City Manager authorized the Department to proceed
with specifications and bidding prior to the beginning of Fiscal Year 2014 (FY 14) in an effort to
order a few months early so we could take delivery before the end of the 2014 fiscal year. In
order to begin construction of the truck, the vendor requires an initial payment. This budget
amendment is for the down payment that will occur in the current FY13 budget. The final
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payment, due after delivery and acceptance, will occur in the FY14 budget. This piece of
equipment is fully funded out of the Fire Capital & Equipment Replacement Fund.
The bid contained several different options for prepayment to assist in decreasing the overall cost
associated with this apparatus. A minimum of 25% down is required to place the order with
options for 50%, 75% and 100% each with a slightly increasing discount.
Down Payment Down Payment Amount Total Discount Final Price
25% $279,819 $10,134 $1,119,277
50% $559,638 $19,578 $1,109,833
75% $839,458 $29,022 $1,100,389
100% $1,119,277 $38,466 $1,090,945
The discount in purchase price for a 75% Down Payment for the 10 month construction period is
equal to an annual interest rate of 4.15%. By comparison, we’ll be earning approximately 1% in
interest earnings to hold the money in our own accounts during that time.
Given our positive vendor relationship with Sutphen (our last two engine purchases were without
problems), and the value of making the down payment, we are comfortable with the 75% option.
We would still be holding $261,380 for final payment, giving the supplier incentive to complete
the transaction in a satisfactory manner.
UNRESOLVED ISSUES: None at this time.
ALTERNATIVES: 1. We could not award the bid – thus requiring no Budget Amendment;
2. Or, a lesser amount of down payment could be made, adjusting the amount of this Budget
Amendment. 3. We could pay for the truck in full, requiring a larger budget amendment.
FISCAL EFFECTS: The City’s Fire Capital & Equipment Replacement Fund was designed
to provide the funds to replace these types of critical, large, fire apparatus. The City’s single
ladder truck is our single largest, most expensive piece of fire equipment.
187 - Fire Capital & Equipment Replacement Fund
Current Balance, April 2013: $ 769,854
Plus: Estimated May 2013 Taxes (Received in June): $ 154,000
Available Resources: $ 923,854
Less: Ladder Truck Payment #1 $ (839,458)
Estimated Ending Balance FY13 $ 84,396
We anticipated budgeting a total of $1.2 million for the purchase of the truck and associated
equipment in FY14. With this down payment budget amendment in FY13, we would only
budget for the final payment and equipment costs in FY14 (approx $360,000.)
Attachments: Resolution No. 4437
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COMMISSION RESOLUTION NO. 4437
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
BOZEMAN, MONTANA, AMENDING FISCAL YEAR 2013 (FY13) FIRE
CAPITAL AND EQUIPMENT REPLACEMENT FUND BUDGET FOR
PURCHASE OF 100’ MIDMOUNT AERIAL LADDER TRUCK.
WHEREAS, the City Commission did, on the 25th day of June, 2012, after due and proper
legal notice, conduct a public hearing on and adopt Resolution No. 4383 - APPROPRIATING FUNDS
FOR VARIOUS BUDGET UNITS, AND FURTHER ESTIMATING REVENUE NECESSARY TO
OPERATE AND MAINTAIN SERVICES OF MUNICIPAL GOVERNMENT FOR THE FISCAL
YEAR ENDING JUNE 30, 2013; and
WHEREAS, on February 26, 2013 the City of Bozeman posted an invitation to bid for a 100’
Mid-mount Aerial Platform; and
WHEREAS, on April 2, 2013, the City of Bozeman opened bids for a 100’ Mid-mount Aerial
Platform; and
WHEREAS, the City of Bozeman intends to award a contract to Sutphen Corporation to build
said truck; and
WHEREAS, the City Commission did, on the 6th day of May, 2013, after due and proper
legal notice, conduct a public hearing on the proposed budget amendment.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of Bozeman,
Montana, to wit:
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Section 1 – Appropriation Additions
The City Commission of the City of Bozeman, Montana, does hereby authorize additional
expenditures for the Fiscal Year 2013 in the following funds and amounts:
Fire Capital & Equipment Replacement Fund (Fund 187):
Down Payment - 100’ Mid-mount Aerial Platform $839,458
GRAND TOTAL – Additional Appropriations $ 839,458
Section 2
Pursuant to Section 7-6-4030, M.C.A., this resolution, upon its passage, shall be in full force
and effect on July 1, 2012.
Section 3
That should it be found by any court of competent jurisdiction that any section, clause, portion,
sentence, word, or phrase of this resolution is deemed to be contrary to any existing law or regulations,
that in this instance, it is the intent of the City Commission of the City of Bozeman, Montana, that all
other portions, sections, words, clauses, phrases, or paragraphs of this document shall remain in full
force and effect.
PASSED AND APPROVED by the City Commission of the City of Bozeman, Montana, at a
regular session thereof held on the 6th day of May, 2013.
________________________________________
SEAN BECKER
Mayor
ATTEST:
_____________________________________
STACY ULMEN, CMC
City Clerk
APPROVED AS TO FORM:
________________________________________
GREG SULLIVAN
City Attorney
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