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HomeMy WebLinkAbout09 - CC-9 - Fire Station Alerting System Replacement - 4/18/2017CITY COUNCIL AGENDA REPORT MEETING DATE: APRIL 18, 2017 ITEM NUMBER: CC -9 SUBJECT: FIRE STATION ALERTING SYSTEM REPLACEMENT DATE: APRIL 4, 2017 FROM: INFORMATION AND TECHNOLOGY DEPARTMENT COSTA MESA FIRE & RESCUE DEPARTMENT PRESENTATION STEVE ELY, INFORMATION TECHNOLOGY DIRECTOR BY: DANIEL A. STEFANO, FIRE CHIEF FOR FURTHER INFORMATION DIVISION CHIEF, JASON PYLE 714-754-5155 CONTACT: RECOMMENDATION: Approve and authorize the City Manager to execute the Purchase Request for the replacement of the current, non-functioning, Fire Department Alerting System with WESTNET First -In Alerting Systems, 15542 Chemical Lane, Huntington Beach CA, 92649. The total net purchase cost, including taxes shall be $369,497.78. BACKGROUND: The MOSCAD alerting system was originally implemented in the 1980's to run with the City's PRC CAD (Computer -Aided Dispatch). The MOSCAD Alerting System is over 30 years old and consists of both hardware and software that is outdated "vintage" technology. MOSCAD means Motorola Supervisory Control and Data Acquisition. Its purpose is to enable our Communications Dispatchers to alert our Fire/Medic Crews in their Stations of any Fire/EMS incidents to which they need to respond. The 'system' is composed of radio Gear, computers and other hardware (switches, lights, alarms, etc.), as well as software to control all these components. MOSCAD was updated in the 1990's, and again in the early 2000's, to work with the City's Motorola/Printrak CAD, which replaced PRC. MOSCAD was again updated in April, 2014, when the City migrated to the current Sungard CAD. It is worth noting that the last two updates were minimal in nature, replacing some essential hardware components, but no functional improvements. Since the Sungard implementation, there have been ongoing MOSCAD failures at the Fire Stations, as well as at City Hall. In late 2015, the hardware at Fire Station 1 failed. Despite extensive efforts by both City Staff and outside consultants, the failure is permanent, with no replacement possible, as some mission -critical parts no longer exist. The MOSCAD Alerting System has experienced critical systemic failure. The significance of these failures is that alerting Crews is delayed, since Communication Personnel need to alert the Crews using Radio or Phone manually, instead of it being an automatic function of the CAD system. ANALYSIS: The MOSCAD Alerting System has experienced systemic system failure and is no longer supported in the industry The City needs to replace the Fire Department's outdated MOSCAD alerting system due to system obsolescence, lack of reliable, cost effective support and parts no longer available. Due to the need for County wide system interface, CAD to CAD communications and network compatibility, the recommendation is to completely replace the MOSCAD Alerting System with WESTNET First -In Alerting Platform. WestNet First -In alerting system was chosen as the replacement for the failed and non- operational MOSCAD system. WestNet's quotes are in pursuant to GSA Schedule 84 cooperative purchasing and is based on prevailing wage rates. WestNet First -In alerting system has an established interface with our current CAD (Sun Guard) and thus it is compatible, as well as being compatible with the other four dispatching systems in the County. WestNet is used throughout the County and has receive high reviews and positive recommendations. ALTERNATIVES CONSIDERED: After years of system patches and repairs, it has been concluded by both IT and outside consultants that there are no longer any "repairs" possible to the system. Alternatives are 1) Contract with another dispatch center and have them do a complete replacement of the system 2) Have no automated dispatch system. FISCAL REVIEW: Partial funding for this agreement was approved in the FY2015/2016 budget, as a B12 Capital Improvement Project (project 20074) and was carried over into the FY2016/2017 budget. Final funding was approved at the FY2016/2017 mid -year budget review. LEGAL REVIEW: Does not apply. CONCLUSION: The complete replacement of the Fire Station Alerting System is needed. Without the replacement of the alerting system the Fire Department is dispatched manually and exposes the City to liability due to time delays and system failures. DANIEL A. STEFANO Fire Chief STEPHEN DUNIVENT Interim Finance Director THOMAS DUARTE City Attorney STEVE ELY Information Technology Director THOMAS R. HATCH City Manager ATTACHMENTS: 1 WestNet First -In Alerting System Quotes 2 Spreadsheet of Quotes 3 Capital Improvement — Project 20074 4 FY 2017/17 Midyear Budget Appropriations (y Y✓ESlNEt 15542 Chemical Lane Huntington Beach, CA 92649 Phone: 714-548-3500 Fax: 714-901-5610 www.FirstInAlerting.com ATTACHMENT Quote: Costa Mesa Fire Department First -In Alerting Platform Dispatch System Interface - REVISED 3 To: Costa Mesa Fire Deptartment Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: Shipping Method: Payment Terms: Description: Clarifying Comments: $59,868.95 Ground From: Zulema Gonzalez Quote ID: Date: 40% down, 50% upon delivery, 10% upon Effective To: acceptance. Q-02908-C6T6 4/11/2017 7/5/2017 This is a quote for the First -In Alerting Platform Dispatch System including installation, one year of maintenance and 24/7 technical support. Customer is responsible for all network connectivity between dispatch and station, as well as the CAD interface if network activation is desired. Customer is responsible for any difference in sales tax rate. The First -In Alerting Platform (FIAP) is a server -based framework that provides Dispatch with a variety of automatic and manual alerting options. The RAP utilizes network alerting (IP), as well as radio. The RAP can be expanded to include activation using paging, text/SMS messages and email messages to alert first responders both in and out of the station. The Radio Interface Controller (RIC) provides both automatic and manual activation of the fire station using wireless technology over the digital radio system. The alert information is automatically sent from the Computer Aided Dispatch system (CAD system) or the FiAP to the RIC, which transmits the information to the MCU. In the event the dispatch computer or network Is down, the dispatcher uses the RIC's keypad to manually alert the station. First year maintenance/warranty is included in this pricing. Estimated Year 2 maintenance/warranty is $3,400. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: Details Product ID Product QTY Price Sub Total FiAP-CLIENT-WS First -In Alerting Workstation with Client Software 1.00 $2,200.00 $2,200.00 FIAP-CORE-01S First -In Alerting Platform 1 Station Package 1.00 $1,385.00 $1,385.00 FiAP-CORE-SS-PKG First -In Alerting Platform Core Station Alerting Software with 5 Station License 1.00 $12,850.00 $12,850.00 FiAP-CORE-SVR-SD First -In Alerting Platform Standard Server 1.00 $3,974.60 $3,974.60 FiAP-MSGN SMS and Email Messaging Software 1.00 $4,850.00 $4,850.00 FRIC-LT Radio Interface Controller (Lite) with 2 Keypads 1.00 $15,872.00 $15,872.00 4/11/2017 8:17 AM Prepared by: Zulema Gonzalez Page 1 of 1 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2 . Quote is based on a properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $41,131.60 Install Supplies $0.00 Total Tax (7.7500000000 %) $3,187.70 RAP Install, Commissioning, and Testing $8,120.00 RAP Training $2,030.00 One Year Toll Free Technical Support $3,229.65 Project Coordination $1,245.00 Special Engineering Services $925.00 Total Amount $59,868.95 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. 4/11/2017 8:17 AM Prepared by: Zulema Gonzalez Page 1 of 1 15542 Chemical Lane WESE Hun _ J Huntington Beach, CA 92649 Phone: 714-548-3500 Fax: 714-901-5610 (D I www. Fi rstl nAlerti ng. com Quote: Costa Mesa Fire Department First -In Alerting Fire Station Dispatch Receiving Equipment - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $84,067.64 Quote ID: Q-02907-VOW9 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/5/2017 upon acceptance. Description: This Is a quote for the First -In Alerting Core Systems for (6) Fire Stations including installation, one year of onsite and technical support. Customer is responsible for all network connectivity between dispatch and station, as well as the CAD interface if network activation is desired. Customer is responsible to have the network equipment and power within 6 feet of the Master Control Unit and radio location. Customer to provide VPN access to Westnet for remote adjustments and support. Customer is responsible for any difference in sales tax rate. Pricing Includes prevailing wage rate. The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. Clarifying Comments: First year maintenance/warranty is included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Ship To: Estimated Year 2 maintenance/warranty cost is $8,640 for (6) Core Systems. Subsequent years of maintenance/warranty is subject to adjustment. Bill To: 4/10/2017 3:06 PM Prepared by : Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total FIN-Eth-TIO Ethernet Data Activated First -In Type 10 MCU 6.00 $7,377.32 $44,263.92 INST-PM Fire Station Alerting System Installation - Project Management 14.00 $159.60 $2,234.40 SCR26-24V1X Control Remote with External Power Supply (controls up to 8 functions) 6.00 $1,192.94 $7,157.64 SS -CP Smart Station Cabling 12.00 $64.84 $778.08 On -Line UPS Double Conversion w/ Mounting Bracket* 6.00 $855.85 $5,135.10 Sales Tax (7.75%)* 1 1.001 $4,513.19 .. $4,513.19 Station Equipment Installation Labor - Prevailing Wage* 1 66.851 $156.251 $10,445.31 4/10/2017 3:06 PM Prepared by : Zulema Gonzalez Page 1 of 2 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote is based on a properly working and installed CAD, radio systems station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $74,527.64 Install Supplies $900.00 Total Tax (7.7500000000 %) $0.00 One Year Tall Free Technical Support $0.00 On Site Warranty $8,640.00 Total Amount $84,067.64 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. 4/10/2017 3:06 PM Prepared by : Zulema Gonzalez Page 2 of 2 I ■ ESTNE� 15542 Chemical Lane r� 1 Huntington Beach, CA 92649 Phone: 714-548-3600 Fax: 714-901-5610 www. F i rstl nAlerti ng. com Quote: Costa Mesa Fire Station #1 First -In Alerting System Trailer Transition - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $19,911.24 Quote ID: Q-03191-Z6H7 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/4/2017 Product upon acceptance. Description: This is a quote for the First -In Alerting equipment for Station #1 trailer including installation, onsite maintenance INST-PM and technical support. Pricing includes installing the equipment in the trailer, remove and relocate the equipment 2.50 from the trailer to the new Fire Station #1. $399.00 The customer will need to provide an installed fire station radio with outside antenna, proper grounding and Satellight (driven off Satellight Controller) lightning arrester. $294.26 The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA SSATKIT-TBD Schedule. Clarifying Comments: $47.88 $670.32 SSAT-M Shipping Ship To: Bill To: 4/10/2017 4:02 PM Prepared by : Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total INST-PM Fire Station Alerting System Installation - Project Management 2.50 $159.60 $399.00 SSAT Satellight (driven off Satellight Controller) 4.00 $294.26 $1,177.04 SSATKIT-TBD Satellight Mounting Kit - TBD 14.00 $47.88 $670.32 SSAT-M Satellight Controller 3.00 $598.47 $1,795.41 SS -CP Smart Station Cabling 6.00 $64.84 $389.04 Core System Monthly Rental Fee (MCU, Control Remote, and UPS)* 1.00 $1,285,001 $1,285.00 Power Module Lite w/ Single Power Supply* 1.00 $985.001 $985.00 Sales Tax (7.75%)* 1.00 $545.741 $545.74 Station Equipment Installation Labor - Prevailing Wage* 68,991 $156.251 $10,779.69 4/10/2017 4:02 PM Prepared by : Zulema Gonzalez Page 1 of 2 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote is based on a properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $18,026.24 Install Supplies $740.00 Total Tax (7.7500000000 %) $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,145.00 Total Amount $19,911.24 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. 4/10/2017 4:02 PM Prepared by: Zul®ma Gonzalez Page 2 of 2 1552 Chemicl Lane D Wir+�iMEr Hunt ngton Beach, CA 92649 Phone: 714-548-3500 Fax: 714-901-5610` www.FirstInAlerting.com Quote. Costa Mesa Fire Station Baker #2 First -In Alerting Station Hardware - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $35,862.66 Quote ID: Q-03088-Y5N7 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/4/2017 upon acceptance. Description: This is a quote for the First -In Alerting Smart Station additions including installation and one year of maintenance. Customer is responsible for any difference in sales tax rate. Quote does not include conduit of more than 20 feet, If required. Customer to provide VPN access to Westnet for remote adjustments and support. Customer is responsible to provide 110V outlet for the Alerting Endpoint Display that is 40" and larger. Plumber and Electrician will be required to install electric valve in gas line to stove and modify the building wiring and plumbing to accommodate the Appliance Controller, Pricing assumes each station's appliance has electric ignition. Quote includes prevailing wage rate. Client agrees to pay additional wages if the rate is different. The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA Schedule. Clarifying Comments: The only Westnet tested and accepted appliance controller natural gas valve is the ASCO Red Hat Normally Open gas valve with any one of the following part numbers: 8215BO60: 8215B050: 8215BO30: The valve must be specified for 24V AC. Client is responsible to provide a scissor lift and transporting it to each station prior to install. First year maintenance/warranty is included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote Includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Estimated Year 2 maintenance/warranty cost is $1,800. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: 4/10/2017 3:52 PM Prepared by: Zulema Gonzalez Page 1 of 2 Product ID Product I QTY Price Sub Total FIN -AUX -U01 First -In MCU Auxiliary Module Lite 1 1.00 $633.40 $633.40 INST-PM Fire Station Alerting System Installation - Project Management 1 9.00 $159.60 $1,436.40 4/10/2017 3:52 PM Prepared by: Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total SHPA150 High Power Paging Audio Module (includes one speaker) 1.00 $1,491.23 $1,491.23 SSAT Satellight (driven off Satellight Controller) 4.00 $294.26 $1,177.04 SSATKIT-TBD Satellight Mounting Kit - TBD 7.00 $47.88 $335.16 SSAT-M Satellight Controller 3.00 $598.47 $1,795.41 SS-CI5C-M Company Indicator (Apparatus Bay) 1.00 $822.92 $822.92 SS -CP Smart Station Cabling 11.00 $64.841 $713.24 SS-SAIU-10 Appliance and Systems Interface Unit 1.00 $1,920.15 $1,920.15 SS -TIM -01 Telephone Interface Module 1.00 $1,196.98 $1,196.98 SS-TTMR-M Turnout Timer (Medium) 1.00 $822.92 $822.92 Power Module Lite w/ Single Power Supply* 2.00 $985.00 $1,970.00 On -Line UPS Double Conversion w/ Mounting Bracket* 1.00 $855.85 $855.85 Dorm Remote w/ Mounting Kit & Remote Ltg. 1 1.001 $1,113.69 $1,113.69 Sales Tax (7.75%)* 1 1.001 $1,192.96 $1,192.96 Station Equipment Installation Labor - Prevailing Wage* 1 97.89 $156.25 $15,295.31 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote is based on a properly working and installed CAD, radio system(s), station radios) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings'. See attached Limited Warranty. Equipment Total $32,772.66 Install Supplies $540.00 Total Tax (7.7500000000 %) $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,275.00 Special Engineering Services $1,275.00 Total Amount $35,862.66 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. If payment is not received by 30 (thirty) days from the date of invoice, a late charge of 1.5% per month of the unpaid balance will be charged to that particular invoice. 4/10/2017 3:52 PM Prepared by: 2ulema Gonzalez Page 2 of 2 '/ EST NET Huntington Beach, 15542 Chemicl Lane r -CA 92649 ,i/ Phone: 714-548-3500 Fax: 714-901-5610 www.FirstInAlerting.com Quote: Costa Mesa Fire Station Park #3 First -In Alerting Station Hardware - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $43,384.93 Quote ID: Q -03089-1-5L1 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/4/2017 upon acceptance. Description: This is a quote for the First -In Alerting Smart Station additions Including installation and one year of maintenance. Customer is responsible for any difference in sales tax rate. Quote does not Include conduit of more than 20 feet, if required. Customer to provide VPN access to Westnet for remote adjustments and support, Plumber and Electrician will be required to install electric valve in gas line to stove and modify the building wiring and plumbing to accommodate the Appliance Controller. Pricing assumes each station's appliance has electric ignition. Quote includes prevailing wage rate. Client agrees to pay additional wages if the rate is different. The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA Schedule. Clarifying Comments: The only Westnet tested and accepted appliance controller natural gas valve is the ASCO Red Hat Normally Open gas valve with any one of the following part numbers: 8215B060: 82158050: 82158030: The valve must be specified for 24V AC. Client is responsible to provide a scissor lift and transporting it to each station prior to install. First year maintenance/warranty is included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Estimated Year 2 maintenance/warranty cost is $1,800. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: 1- . Product ID Product QTY Price Sub Total FIN -AUX -U01 First -In MCU Auxiliary Module Lite 1.00 $633.40 $633.40 INST-PM Fire Station Alerting System Installation - Project Management 9.00 $159.60 $1,436.40 SHPA150-D High Power Paging Audio Module (includes two speakers) 1.001 $1,870.281 $1,870.28 4/10/2017 3:14 PM Prepared by : Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total SSAT Satellight (driven off Satellight Controller) 8.00 $294.26 $2,354.08 SSATKIT-TBD Satellight Mounting Kit - TBD 10.00 $47.88 $478.80 SSAT-M Satellight Controller 2.00 $598.47 $1,196.94 SS-CI5C-M Company Indicator (Apparatus Bay) 1.00 $822.92 $822.92 SS -CP Smart Station Cabling 15.00 $64.84 $972.60 SS-SAIU-10 Appliance and Systems Interface Unit 1.00 $1,920.15 $1,920.15 SS -TIM -01 Telephone Interface Module 1.00 $1,196.981 $1,196.98 SS-TTMR-M Turnout Timer (Medium) 1.00 $822.92 $822.92 On -Line UPS Double Conversion w/ Mounting Bracket* 1.00 $855.85 $855.85 Power Module Lite w/ Single Power Supply* 2.00 $985.00 $1,970.00 Dorm Remote w/ Mounting Kit & Remote Ltg. 3.00 $1,113.69 $3,341.07 Sales Tax (7.75%)* 1.00 $1,506.29 $1,506.29 Station Equipment Installation Labor- Prevailing Wage* 118.121 $156.25 $18,456.25 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote is based on a properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $39,834.93 Install Supplies $1,000.00 Total Tax (7.7500000000 %) $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,275.00 S ectal Engineering Services P $1,275.00 Total Amount $43,384.93 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. If payment is not received by 30 (thirty) days from the date of invoice, a late charge of 1.5% per month of the unpaid balance will be charged to that particular invoice. 4/10/2017 3:14 PM Prepared by: Zulema Gonzalez Page 2 of 2 EyS! ET Hunt n ngt Beach, 1552 Chemicl Lane 9ft r -CA 92649 Phone: 714-548-3500 Fax: 714.901-5610(D I ' www.FirstinAlerting.com Quote; Costa Mesa Fire Station Placentia #4 First -In Alerting Station Hardware - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $40,378.65 Quote ID: Q-03090-FOK8 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/5/2017 upon acceptance. Description: This is a quote for the First -In Alerting Smart Station additions Including installation and one year of maintenance. Customer is responsible for any difference in sales tax rate. Quote does not include conduit of more than 20 feet, If required. Customer to provide VPN access to Westnet for remote adjustments and support. Plumber and Electrician will be required to install electric valve in gas line to stove and modify the building wiring and plumbing to accommodate the Appliance Controller. Pricing assumes each station's appliance has electric ignition. Quote includes prevailing wage rate. Client agrees to pay additional wages if the rate is different. The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA Schedule. Clarifying Comments: The only Westnet tested and accepted appliance controller natural gas valve is the ASCO Red Hat Normally Open gas valve with any one of the following part numbers: 8215B060: 82158050: 8215B030: The valve must be specified for 24V AC. Client is responsible to provide a scissor lift and transporting it to each station prior to install. First year maintenance/warranty is included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Estimated Year 2 maintenance/warranty cost is $1,800. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: I sig Fn Product ID Product QTY Price Sub Total FIN-AUX-LOl First -In MCU Auxiliary Module Lite 1.00 $633.40 $633.40 INST-PM Fire Station Alerting System Installation - Project Management 9.00 $159,60 $1,436.40 SHPA150-D High Power Paging Audio Module (includes two speakers) 1700F$1,870.28 $1,870.28 4/10/2017 4:12 PM Prepared by : Zulema Gonzalez Page 1 of 2 Product ED Product QTY Price Sub Total SSAT Satellight (driven off Satellight Controller) 7.00 $294.26 $2,059.82 SSATKIT-TBD Satellight Mounting Kit - TBD 10.00 $47.88 $478.80 SSAT-M Satellight Controller 2,00 $598.47 $1,196.94 SS-CI5C-M Company Indicator (Apparatus Bay) 1.00 $822.92 $822.92 SS -CP Smart Station Cabling 12.00 $64.84 $778.08 SS-SAIU-10 Appliance and Systems Interface Unit L001 $1,920.15 $1,920.15 SS -TIM -01 Telephone Interface Module 1.00 $1,196.98 $1,196.98 SS-TTMR-M Turnout Timer (Medium) 1.00 $822.92 $822.92 Dorm Remote Flush Mount Lamp (Red Light)* 1.00 $172,00 $172.00 Power Module Lite w/ Single Power Supply* 2.00 $985.00 $1,970.00 On -Line UPS Double Conversion w/ Mounting Bracket* 1.00 $855.85 $855.85 Dorm Remote w/ Mounting Kit & Remote Ltg. 2.00 $1,113.69 $2,227.38 Sales Tax(7.75%)*1.00 $1,369.85 $1,369.85 Station Equipment Installation Labor- Prevailing Wage* 111.02 $156.25 $17,346.88 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote is based on a properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings'. See attached Limited Warranty. Equipment Total $37,158.65 install Supplies $670.00 Total Tax (7.7500000000 %) $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,275.00 Special Engineering Services $1,275.00 Total Amount $40,378.65 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. If payment is not received by 30 (thirty) days from the date of invoice, a late charge of 1.5% per month of the unpaid balance will be charged to that particular invoice. 4/10/2017 4:12 PM Prepared by : Zulema Gonzalez Page 2 of 2 ESTN "r Huntington Beach, 15542 Chemicl Lane 01 r -CA 92649 Phone: 714-548-3500 Fax: 714-901-5610 www.FirstInAlerting.com I W Quote: Costa Mesa Fire Station Civic Center #5 First -In Alerting Station Hardware - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartment 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $46,540.35 Quote ID: 0-03091-D1Z7 Shipping Method: Ground Date: 4/11/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/5/2017 upon acceptance. Description: This is a quote for the First -In Alerting Smart Station additions including installation and one year of maintenance. Customer is responsible for any difference in sales tax rate. Quote does not include conduit of more than 20 feet, if required. Customer to provide VPN access to Westnet for remote adjustments and support. Plumber and Electrician will be required to install electric valve in gas line to stove and modify the building wiring and plumbing to accommodate the Appliance Controller. Pricing assumes each station's appliance has electric ignition. Quote includes prevailing wage rate. Client agrees to pay additional wages if the rate is different. The pricing in this quote is in pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA Schedule. Clarifying Comments: The only Westnet tested and accepted appliance controller natural gas valve is the ASCO Red Hat Normally Open gas valve with any one of the following part numbers: 8215B060: 8215B050: 8215B030: The valve must be specified for 24V AC. Client is responsible to provide a scissor lift and transporting it to each station prior to install. First year maintenance/warranty is Included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Estimated Year 2 Maintenance cost is $1,800. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: 4/11/2017 7:25 AM Prepared by: Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total FIN -AUX -LOS First -In MCU Auxiliary Module Lite 1.00 $633.40 $633.40 INST-PM Fire Station Alerting System Installation - Project Management 9.00 $159.60 $1,436.40 SHPA150-D High Power Paging Audio Module (Includes two speakers) 1.00 $1,870.28 $1,870.28 4/11/2017 7:25 AM Prepared by: Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total SSAT Satellight (driven off Satellight Controller) 6.00 $294.26 $1,765.56 SSATKIT-TBD Satellight Mounting Kit - TBD 10.00 $47.88 $478.80 SSAT-M Satellight Controller 4.00 $598.47 $2,393.88 SS-CI5C-M Company Indicator (Apparatus Bay) 1.00 $822.92 $822.92 SS -CP Smart Station Cabling 13.00 $64.84 $842.92 SS-SAIU-10 Appliance and Systems Interface Unit 1,001 $1,920.15 $1,920.15 SS -TIM -01 Telephone Interface Module 1.00 $1,196.96 $1,196.98 SS-TTMR-M Turnout Timer (Medium) 1.00 $822.92 $822.92 On -Line UPS Double Conversion w/ Mounting Bracket* 1.00 $855.85 $855.85 Power Module Lite w/ Single Power Supply* 2.00 $985.00 $1,970.00 Dorm Remote w/ Mounting Kit & Remote Ltg. 4.00 $1,113.69 $4,454.76 Sales Tax (7.75%)* 1.00 $1,653.34 $1,653.34 Station Equipment Installation Labor - Prevailing Wage* 1 125.231 $156.25 $19,567.19 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote isa properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $42,685.35 Install Supplies $1,305.00 Total Tax (7.7500000000 %) Totalon $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,275.00 Special Engineering Services p $1,275.00 Total Amount $46,540.35 Manufacturer's warranties apply on all parts. First -In warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. if payment is not received by 30 (thirty) days from the date of invoice, a late charge of 1.5% per month of the unpaid balance will be charged to that particular invoice. 4/11/2017 7:25 AM Prepared by: Zulema Gonzalez Page 2 of 2 WESME 1Chemical Lane jf r',,� ty Huntingtongto n Beach, CA 92649 Phone: 714-548-3500 Fax: 714-901-5610 www.FirstinAlerting.com iv Quote: Costa Mesa Fire Station Metro #6 First -In Alerting Station Hardware - GSA Pricing - REVISED 4 To: Costa Mesa Fire Deptartment From: Zulema Gonzalez Costa Mesa Fire Deptartmenl 77 Fair Drive Costa Mesa, CA 92626 Total Amount: $39,483.36 Quote ID: Q-03092-QOJ5 Shipping Method: Ground Date: 4/10/2017 Payment Terms: 40% down, 50% upon delivery, 10% Effective To: 7/5/2017 upon acceptance. Description: This is a quote for the First -In Alerting Smart Station additions including installation and one year of maintenance. Customer is responsible for any difference in sales tax rate. Quote does not include conduit of more than 20 feet, if required. Customer to provide VPN access to Westnet for remote adjustments and support. Customer is responsible to provide 110V outlet for the Alerting Endpoint Display that is 40" and larger. Plumber and Electrician will be required to install electric valve in gas line to stove and modify the building wiring and plumbing to accommodate the Appliance Controller. Pricing assumes each station's appliance has electric ignition. Quote includes prevailing wage rate. Client agrees to pay additional wages if the rate is different. The pricing in this quote Is In pursuant to GSA Schedule 84 GS -07F -0288X. (*) indicates items not on GSA Schedule. Clarifying Comments: The only Westnet tested and accepted appliance controller natural gas valve is the ASCO Red Hat Normally Open gas valve with any one of the following part numbers: 8215B060: 8215B0SO: 82158030: The valve must be specified for 24V AC. Client is responsible to provide a scissor lift and transporting it to each station prior to install. First year maintenance/warranty is included in this pricing. Maintenance/warranty pricing includes "hot spare" equipment and exchange service, remote system maintenance, station diagnostic testing, and monitoring of reported trouble with integrated system operations. Westnet will provide all parts and labor necessary to restore the equipment to working order in accordance with factory specifications in effect at the time the Equipment was purchased. Quote includes UPS battery replacements. However, On -Line UPS replacement is not included and will be invoiced separately. Estimated Year 2 Maintenance cost is $1,800. Subsequent years of maintenance/warranty is subject to adjustment. Shipping Information Ship To: Bill To: e• Product ID Product QTY Price Sub Total FIN-AUX-LO1 First -In MCU Auxiliary Module Lite 1.00 $633.40 $633.40 INST-PM Fire Station Alerting System Installation - Project Management 9.00 $159.601 $1,436.40 SHPA150 High Power Paging Audio Module (includes one speaker) 1.00 $1,491.23 $1,491.23 4/10/2017 3:09 PM Prepared by : Zulema Gonzalez Page 1 of 2 Product ID Product QTY Price Sub Total SSAT Satellight (driven off Satellight Controller) 7.00 $294.26 $2,059.82 SSATKIT-TBD Satellight Mounting Kit - TBD 9.00 $47.88 $430.92 SSAT-M Satellight Controller 2.00 $598.47 $1,196.94 SS-CI5C-M Company Indicator (Apparatus Bay) 1.00 $822.92 $822.92 SS -CP Smart Station Cabling 10.00 $64.84 $648.40 SS-SAIU-10 Appliance and Systems Interface Unit 1.001 $1,920.15 $1,920.15 SS -TIM -01 Telephone Interface Module 1.001 $1,196.98 $1,196.98 SS-TTMR-M Turnout Timer (Medium) 1.00 $822.92 $822.92 Power Module w/ Hub & Spoke Controller & Dual Power Supplies* 1.001 $2,338.53 $2,338.53 Dorm Remote w/ Mounting Kit & Remote Ltg. 4.00 $1,113.69 $4,454.76 Sales Tax (7.75%)* 1.00 $1,444.37 $1,444.37 Station Equipment Installation Labor - Prevailing Wage* 98.66 $156.25 $15,415.62 NOTES: 1. In the event that taxes, other than sales tax apply to the purchase of this equipment, said taxes will be paid by the customer. 2. Quote sbased on a properly working and installed CAD, radio system(s), station radio(s) and does not include costs for repair or modifications of the CAD, radio system(s), or station radio(s). 3. Any equipment drawings included with this quote are for quoting purposes only and are not to be used as working drawings unless such drawings are labeled "Installation Drawings". See attached Limited Warranty. Equipment Total $36,313.36 Install Supplies $620.00 Total Tax (7.7500000000 %) $0.00 One Year Toll Free Technical Support $0.00 On Site Warranty $1,275.00 Special Engineering Services pg g $1,275.00 Total Amount $39,483.36 Manufacturer's warranties apply on all parts. First -in warranty is provided by Westnet and consists of one-year parts and labor. Warranty does not apply to damage resulting from outside agencies or extraneous circumstances. Installation labor for any other items is ninety days. This quote is based on the reasonable assumption that the fire station is prepared to accept the above listed parts and that any existing equipment involved with the fire station alarm be in good working order or that it will be prior to commencement of the First -In installation. Westnet has made reasonable attempts to verify that conditions are satisfactory such that installation may occur.However, should an occurrence arise where further parts, labor and/or engineering are required, the customer may be billed at the Purchase Order rate. Any additional parts, labor and/or engineering exceeding $250 will have prior approval, unless otherwise specified by the customer prior to commencement. If payment is not received by 30 (thirty) days from the date of invoice, a late charge of 1.5% per month of the unpaid balance will be charged to that particular invoice. 4/10/2017 3:09 PM Prepared by : Zulema Gonzalez Page 2 of 2 West Net Alerting System Item Westnet Alerting Platform Dispatch System Interface Westnet Alerting Fire Station Disptach Receiving Equpment. All Six Stations Fire Station #1.1 Alerting System Hardware Fire Station #2 Alerting System Hardware Fire Station #3 Alerting System Hardware Fire Station #4 Alerting System Hardware Fire Station #5 Alerting System Hardware Fire Station #6 Alerting System Hardware Westnet Totals Purchase Cost Quote # $ 59,868.95 Q-02908-C6T6 $ 84,067.64 Q-02907-VOW9 $ 19,911.24 Q -03191-Z61-17 $ 35,862.66 Q -03088-Y51\17 $ 43,384.93 Q-03089-1-51-1 $ 40,378.65 Q-03090-FOK8 $ 46,540.35 Q-03091-D1Z7 $ 39,483.36 Q-03092-QOJ5 $ 369,497.78 ATTACHMENT 2 Annually Mainenance Starting year two $ 3,400.00 $ 8,640.00 $ 1,800.00 $ 1,800.00 $ 1,800.00 $ 1,800.00 $ 1,800.00 $ 21,040.00 A;erting System Totals - including CAD interface $ 369,497.78 $ 21,040.00 ATTACHMENT 3 CITY OF COSTA MESA, CALIFORNIA CAPITAL IMPROVEMENT ,PROJECT FISCAL YEAR 2015-2096 DEPARTMENT DIVISION PROGRAM Fire Department Fire Administration Facility Maintenance, 50910 s PROJECT TITLE PROJECT MANAGER ITEM Station Alerting DC Fred Seguin 34 6 Account Fund Org Program Project PROJECT ACCOUNT STRING: 500000 401 19200 50910 200074- Ne+r; Prc�j, c V 3 Prlordy Classification,- L� Class I Required by action of the City Council or legislation of another governmental agency, j-A Class 11 Eliminates a hazard to public health or safety. Replaces an obsolete facility or maintains or better utilizes an existing ` facility. Benefits the City's economic base, Results in reduced operating costs or better service, F] Class III Prevents a substantial reduction in an existing standard of City service due to population growth. Eliminates potential hazard to health or safety, ar eliminates nuisance conditions. ,, Class IV Provides a new facility or asset or improves an existing standard of service. Provides programs to increase public convenlence or comfort or projects having primary social, cultural, historic or aesthetic value, FY 15-18 F FY 18-17 1 FY 17-18 FY 18.19 FY 19-20 FY 20.21 FY 21.22 Description of Expenditures Architect Fees _ Construction Engineering Fees c Equipment Inspection _ - Land Acquisition - Other Costs (please identify) 200,000 Total $ 200,000 Is $ $ Description of Resources Capital Improvement Fund 200,000 ` Total rs 200,000 5 - Project Justification Operating impact: $ - The Fire Departments station alerting system is 30+ years old. When the new SunGard Computer Aided Dispatch (CAD) system went live to replace Motorola (CAD) the current MOSCAD station alerting system in place became and is ' unstable. At this time it is unknown if the current MOSCAD alerting system can be fixed and made fully operational as - it was prior to the new CAD. Estimates have been around $250,000.00 to possibly fix it however, this would be only a band aid on the 30+ year ofd alerting system. A new state of the art alerting system can be purchased for ' approximately $200,000,00, 3 c l� GENERAL PLAN CONSISTENCY GOAL: POLICY; 0E3JECTIVE: 266 ATTACHMENT 4 CI rY COUNCIL AGENDA REPORT MEETING DATE: (March 7,207 ITEM NUMBER: 0I3.1 SUBJECT: FINANCIAL UPDATE REPORT INCLUDING REVIEW 03F JUNE 30, 2016 CAFR, FY 16-17 MID -YEAR BUDGET REPORT and UPDATED FIVE-YEAR FINANCIAL_ PLAN DATE: February 28, 2017 FROM: FINANCE DEPARTMENT PRESENTATION BY: STEPHEN DUNIVENT, INTERIM FINANCE DIRECTOR FOR FURTHER INFORMATION CONTACT: STEPHEN DUNIVENI' 714.754.5243 RECOMMENDED ACTIONS: 1. From the June 30, 20116 CAFR: a. Receive and file the FY 15-16 Comprehensive Annual Financial Report. b. Approve FY 16-17 budget adjustments for the carryover of certain FY 15-16 encumbrances and other items as detailed in Attachment 1 B. c. Approve recommended uses of the FY 15-16 net change in General Fund balance (surplus) and authorize the City Manager to make the necessary budget adjustments related to those recommendations as detailed in Attachment 1 C. 2. From the FY 16-17 Mid -year Budget Report: a, Receive and file this report. b. Approve allocation of the General Fund contingency account as listed in Attachment 2F. c. Approve recommended FY 201617 budget adjustments as listed in Attachments 2G and 2H. d. Provide direction on de -obligation of FY 13-14 funds for Fairview Park parking lot lighting in the amount of $650,000, and allocation of this for other Master Plan improvements in Fairview Park, 3. From the Updated Five-year Financial Plan: a. Receive and file the Five-year Financial Flan, b. Provide direction to staff regarding the issues raised in connection with the Five-year Financial Plan and future priorities. BACKGROUND: The Comprehensive Annual Financial Report (CAFR) is prepared by the City's Finance Department in conformity with generally accepted accounting principles and Governmental Accounting Standards Board (GASB) requirements. It is audited by the independent public accounting firm of White Nelson Diehl Evans LLP. The CAFR provides a point in time snapshot of financial information with some historical trend information in the statistical section. As reported in the CAFR, General Fund revenues were $8,168,676 or 7.2% above budget while expenses were $4,515,082 or 4.4% below budget. After Financial Update Report i page 1 accounting for operating transfers for capital projects, the General Fund had a positive net change in fund balance (surplus) of $10,656,510. The City has a great opportunity to use these one-time funds to achieve several goals and fund important projects as guided by the financial and budget policy. The City Council adopted the FY 2016-17 budget on June 21, 2016. The total budget was $144,636,017 including the General Fund budget of $117,392,897. This report reviews the status of FY 2016-17 General Fund revenues, expenditures, and other budget issues. The last five-year financial plan was presented to Council on February 16, 2016. That plan forecasted a deficit of $3,557,041 in year five. Since that time, FY 15-16 was completed and a balanced budget for FY 16-17 was adopted. This report will recap the major assumptions and results of the updated five-year financial plan. ANALYSIS & FOLLOW UP ITEMS FROM THE FEBRUARY 14 2017 STUDY SESSION: Please see the individual reports and their attachments. During the February 14, 2017 study session on this report, the following items were requested. The status of each is indicated below: 1. Can the City's unfunded pension liability be allocated between active employees and retirees? This question was forwarded to the City's CalPERS actuary on February 24, 2017. Follow up information will be provided to Council members when a response is received. 2. Send a copy of the reserves study to the Council members: A copy of the reserves study was sent to Council members on February 23, 2017. 3. Apply CPI to the $55 million reserve goal: The $55 million goal will be increased by CPI next year assuming the recommendation in this report regarding the FY 15-16 surplus is approved. If the CPI remains at the current annual rate of 2.1% for the Los Angeles -Riverside -Orange County area, the new goal would be $56,155,000. 4. Analyze the cause of the Self -Insurance fund negative balance: Information regarding the fund balance was provided to Council on February 24, 2017, 5. Clarify the origins of the City's Fire Side Fund at CaIPERS: Information regarding this fund and options for the future will be discussed in the Council's March 14 Special Meeting and be referred to the Finance & Pension Advisory Committee for further study. 6. Clarify reasons for the less than 50% of the budget remaining in Development Services: Attachment 2E indicated that the Administration Division of Development services had 44.63% of its budget remaining. Departments are allowed to transfer funds among their divisions as needed during the year. The total combined budget remaining for all four divisions of Development Services is 55.56% and when the recommended contingency funds are added, the budget remaining will be 56.87%. 7. Clarify the allocation of auto sales tax and on-line sales tax: Auto sales taxes are allocated to city in which the auto dealer is located. Auto sales tax on private party sales in the County are collected by the DMV and allocated to the Orange County sales tax pool. The City received 8,6% of the pool (compared to the City's 3.7% of the County population) in the most recent quarter reported. On-line retail sales tax is generally allocated to the Orange County sales tax pool. However, if the ordered item is delivered to a local store for pickup, the City receives the sales tax, 8. Update the schedule of projected retirement rates for EE cost sharing: this will require additional time and be provided in a separate report to Council members. Financial Update Report I page 2 Regarding recommendations for Fairview Park funding, several projects proposed within Fairview Park including the parking lot lighting, storm drain improvements at south edge of the park, construction of bicycle trails, and cul-de-sac at Pacific Avenue are under review by the City Attorney's office regarding their implementation process relative to the impact of Measure AA on these projects. Staff, in response to concerns received from certain Council members regarding the parking lot lighting project, has proceeded with the plans to rehabilitate the parking lot without this element. Staff requests Council direction on de -obligation of funds for this project in the amount of $650,000, and allocation of this for other Master Plan improvements in Fairview Park. In addition, this report recommends $350,000 of the FY 15-16 general fund surplus be added to these funds for a total of $1,000,000 to be designated into the new Fairview Park program code 20115 and be earmarked for the Fairview Park master plan implementation, habitat restoration and park protection. An alternative approach would be to set up a separate fund to account for these projects. CONCLUSIONS: The June 30, 2016 CAFR fairly and accurately represents the City's fiscal year financial results and financial position as of June 30, 2016. The City has received a "clean" audit report as there have been no management letter comments requiring management action or adjustments related to the CAFR. The Finance Advisory Committee plans to review the CAFR on January 31, 2017. The City's FY 2016-17 actual revenues and expenses in total are on track with budget expectations. Including all recommended adjustments, the revised General Fund budget is $127,179,060 including carryovers. The review and approval of the recommended budget changes will update the City's budget to reflect the current revenue expectations and expenditure requirements that help enable the City to continue providing the community with quality programs and services. This updated Five-year Financial Plan is based on realistic and conservative revenues and expense assumptions. It serves as a foundation for the annual budget process as well as an opportunity for policy discussions. Stephen Dunivent IrThomas R. Hatch Interim Finance Director City Manager Attachments: 1. Report on the June 30 2016 CAFR 2. FY 16-17 Mid -year Budget Report 3. Updated Five-year Financial Plan Financial Update Report I page 3 Fund Balance and Reserves: Total General Fund balance and reserves reported in the last (June 30, 2016) CAFR are $64,472,461. (See page 66.) The March 3, 2015 Reserves Study set a goal of $55,000,000 for fund balance and reserves to be achieved by annual allocations of up to $1,500,000 per year in years where there is a surplus. When the $55,000,000 goal is reached, it would be adjusted annually thereafter by a CPI factor. The current amount above $55,000,000 is available for allocation as discussed in the following section. Surplus/Deficit: The General Fund net change in fund balance (surplus) is $10,656,510. The City has a great opportunity to use these one-time funds to achieve several goals and fund important projects as guided by the financial and budget policy, The recommendations for the use of the surplus are: $ 1,184,049 Use to achieve the City's $55,000,000 general fund reserve goal 1,479,308 Fund carry over items from prior year 1,000,000 Help reduce the self-insurance fund negative balance 500,000 Reduce pension debt: additional payment to the CaIPERS Fire Side Fund 1,993,153 Next Gen 800 MHz public safety comm. system final installment ($5.3 m total cost) 1,500,000 Building permit replacement system --Development Services 1,100,000 HR/Payroll/Finance replacement system (estimated total need is $2,500,000) 1,000,000 Arlington bioswale project (est. additional cost before bids) 350,000 Fairview Park master plan implementation, habitat restoration & park protection 350,000 Fire station improvements: exhaust extraction system, call alerting system 200,000 Police Station improvements: Safety and maintenance issues $ 10,656,510 Total The Finance Advisory Committee (FAC) reviewed an early version of the recommended use of the surplus on September 27, 2016. They recommended more funds to pay down the Fire side fund, more funds to the Lions Park projects to reduce debt and less funds to other capital projects. Both the staff recommendations above and the FAC recommendations are listed on Attachment 1 C, CONCLUSIONS: The June 30, 2016 CAFR fairly and accurately represents the City's fiscal year financial results and financial position as of June 30, 2016, The City has received a "clean" audit report as there have been no management letter comments requiring adjustments to the CAFR information. The resulting surplus gives the City a great opportunity to achieve several goals and fund important projects. RECOMMENDATIONS: It is recommended that the Council receive and file this report as well as approve the other recommended actions listed on page 1 of this report. Attachments: 1A. Comprehensive Annual Financial Report June 30, 2016 available on-line at: Selected CAFR pages including 18, W,_60-63, 66, 67, 100 & 101. 1 B. List of Prior Year Carry Over Purchase Orders and other carry over items 1 C. Recommended use of FY 15-16 net change in General Fund balance (surplus) 5. CAFR June 30, 2016 1 page 3