PROCUREMENT INFORMATION MEMORANDUM ___________________________________________________________________ Date Issued: April 10, 2002 Effective Dates: May 1, 2002 through April 30, 2003 Number: 02-053 Subject: MY2003 VEHICLE REQUISITION INSTRUCTIONS: LAW ENFORCEMENT, PASSENGER VANS, SEDANS AND STATION WAGONS A. Reference: B. Scope: C. Content: S. 16.70-16.75 and s. 20.915 Wis. Stats. This Procurement Information Memorandum (PIM) supersedes PIM #01-053 dated April 12, 2001. All State of Wisconsin agencies and University of Wisconsin System must use "2003 Vehicle Requisition Instructions" to request law enforcement, passenger vans, sedans, or station wagons. These instructions apply to all vehicles requested/purchased regardless of fund source, including those purchased with federal, donated or grant funds. Amendments to this PIM will be issued as needed to reflect changes in new model year specification. I. VEHICLE COMMODITY CODES A. General Fleet Vehicles (Small Cars) (27.5 mpg) a) 65540-125-10 - Four Door Sedan-4 cylinder b) 65540-175-10 - Four Door Station Wagon-4 cylinder B. Passenger Work Vehicles (Upgrade Justification Required) a) 65540-200-10 - Four Door Sedan-6 cylinder b) 65540-205-10 - Four Door Station Wagon-6 cylinder c) 65540-207-10 - 7 or 8 Passenger Mini Van d) 65540-207-12 - 7 or 8 Passenger Mini Van AWD e) 65540-207-15 - 7 or 8 Passenger Extended Mini Van d) 65540-207-17 - 7 or 8 Passenger Extended Mini Van AWD e) 65540-212-10 - 12 Passenger Van f) 65540-215-10 - 15 Passenger Van C. Law Enforcement Vehicles a) 65550-300-10 - Rear Wheel Drive (RWD) Law Enforcement Sedan b) 65550-325-10 - Front Wheel Drive (FWD) Law Enforcement-Sedan c) 65550-350-10 – Sport Utility Intermediate (Extensive Justification Required) d) 65550-375-10 – Sport Utility Full Size (Extensive Justification Required) II. PURCHASE REQUESTS DUE DATE A. Law Enforcement B. Passenger Van, Sedan and Station Wagons May 24, 2002 May 24, 2002 ATTACHMENTS: 1. 2003 Model Year Vehicle Purchase Timetable 2. Alternative Fuel Vehicle Form - For Energy Policy Act (EPACT) & Clean Air Act (CAA) 3. Alternative Fuel Vehicle List - For EPACT Compliance and CAA Compliance 4. Supplemental Title Information 5. PIM Requirement Checklist 6. Vehicle Worksheet and Instructions 7. Vehicle Cost Estimate Chart David Webb, Manager State Transportation Procurement 201 S Dickinson Street Madison, WI 53707-7880 Telephone: (608) 266-8024 Michael Cornell, Director Department of Administration Division of State Agency Services State Bureau of Procurement Telephone (608) 266-0974 DOA-3187 (R10/91) Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 2 of 14 TABLE OF CONTENTS I. Page VEHICLE COMMODITY CODES…………………………………………………………….. 1 II. PURCHASE REQUESTS DUE DATE…………………………………………………………. 1 III. COMPLETION OF VEHICLE REQUEST FORMS…………………………………………. 3 A. Request for Purchasing Authority B. New Vehicle Request C. Attachments to Request D. Alternative Fuel Form IV. DONATED VEHICLES…………………………………………………………………………. 3 V. ADDITIONAL VEHICLE JUSTIFICATION (Answer 5 Questions)……………………….. 4 VI. CAFÉ – CORPORATE AVERAGE FUEL ECONOMY……………………………………... 4 A. Legislative Requirement – Fuel Economy B. CAFÉ VII. VEHICLE REPLACEMENT CRITERIA……………………………………………………... 4 A. General Vehicle Replacement Criteria B. High Mileage 2001 Model Vehicle Replacement Criteria C. Vehicle Age and Condition Replacement Criteria VIII. JUSTIFICATION FOR UPGRADED WORK VEHICLE (From General Fleet Vehicle)… 5 IX. JUSTIFICATION OF ANY OPTION………………………………………………………….. 6 X. JUSTIFICATION OF A LARGER VEHICLE (Upgrade From Current Vehicle)………… 6 XI. OBSOLETE/UNWANTED VEHICLES………………………………………………………. 6 XII. INTER-AGENCY VEHICLE SALE REPORT……………………………………….……… 6 XIII. OTHER RELATED ISSUES…………………………………………………………………... A. Disposal of Surplus Vehicles B. Cancellation of a Request C. Emergency Vehicle Requests D. Alternative Fuel Vehicles 7 XIV. VEHICLE INSPECTION AND ACCEPTANCE……………………………………………. A. Agency Responsibility B. New Vehicle Check-up and Service C. Action for Rejecting a Vehicle 8 XV. VEHICLE TITLES (Procedure)……………………………………………………………… 9 XVI. 2003 MODEL YEAR VEHICLE PURCHASE CHRONOLOGY…………………………... 9 XVII. SPECIFICATION CLASSES AND TYPICAL VEHICLES……………………………… 10-14 Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 3 of 14 IMPORTANT ALL AGENCIES MUST USE "NEW VEHICLE REQUEST" (FORM DOA-3016, REV. 2/1999) TO REQUISITION ANY NEW MODEL YEAR VEHICLE. IF THE CURRENT "NEW VEHICLE REQUEST" IS NOT SUBMITTED COMPLETELY AND ACCURATELY, THE REQUEST WILL BE DENIED. COPIES OF THE REQUEST FORM ARE NOT ACCEPTABLE. THIS "NEW VEHICLE REQUEST" MAY BE OBTAINED FREE THROUGH THE DEPARTMENT OF ADMINISTRATION, TRANSPORTATION SERVICES PROCUREMENT OFFICE AT 608-266-3620. The overall procurement procedures are the same as last year. The Excel spreadsheet streamlined last year's approval/denial/appeal process. We will electronically send the Excel spreadsheet again this year. (see attached spreadsheet and instructions). As in previous years, the Agency Head /Chancellor or Secretary approval is only required on the RPA and Form 3016. Follow the PIM and use the checklist at the back. III. COMPLETION OF VEHICLE REQUEST FORMS A. Request for Purchasing Authority (RPA): An agency must use one RPA for each of the following vehicle categories: 1. 2. 3. B. Law Enforcement vehicles; Passenger vehicles; Additional vehicle with separate RPA's for law enforcement and passenger. New Vehicle Request (DOA-3016, Rev. 2/1999): This form is submitted along with the RPA. Two submittal methods are available: 1. Identify one vehicle on each "New Vehicle Request." Each request must identify the fleet number for the new replacement vehicle and the specific vehicle surplused for a new one. Each vehicle other than a General Fleet vehicle must be justified in writing. OR 2. C. Identify two or more vehicles of the same commodity code (specification number) on one "New Vehicle Request" only if a data sheet is attached that identifies: a) A fleet number for each new replacement vehicle requested; and b) A vehicle surplused, for each new replacement vehicle requested. Data should include fleet #, year, make, model and May 1, 2002 mileage. Attachments to Request: All "New Vehicle Request" attachments must identify the requested vehicle. This identification must include the Commodity Code (specification number), fleet number of the new vehicle, agency name and date of request. NOTE: Carefully review the supplemental form at the end of this PIM entitled “ALTERNATIVE FUEL FORM”. This form must be completed and attached to the “New Vehicle Request” Form. Failure to complete this form may result in the delay or denial of vehicle requests. Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 4 of 14 IV. DONATED VEHICLE All donated vehicles must be approved in writing. Secretaries, agency heads or chancellors should submit requests to the Director of the Bureau of Transportation of the Department of Administration, 101 E. Wilson Street, 6th Floor, Madison, WI 53707. You must receive the Director's written approval prior to accepting the donated vehicle. If the agency wants the donated vehicle to become a permanent addition to its fleet, then the vehicle request must follow the State's normal approval procedure. V. VI. ADDITIONAL VEHICLE JUSTIFICATION: If an agency requests an additional fleet vehicle(s), the agency must answer the following questions. Note: Any request for an additional vehicle(s) without answers to these five questions will be denied. A. Would an internal reallocation of vehicles be beneficial? If not, why not? B. What level of staffing does the agency have now in comparison to prior years? C. Has legislation been passed which expands the scope of the agency, thereby necessitating additional vehicles? If yes, how? (Please attach a copy of the legislation.) D. What is the total mileage, as well as annual mileage for the prior fiscal or calendar year, for each vehicle in the agency's fleet ? (Please provide miles for each vehicle by its assigned fleet number, distinguishing between business and any personal miles, and identify the make, model and year of each vehicle as well as its assigned location and function; Provide the month and year of delivery for each vehicle.) E. What other information supports the need for an additional vehicle? CAFE - CORPORATE AVERAGE FUEL ECONOMY A. Legislative Requirement - Fuel Economy: State agencies have a legislative obligation to promote energy conservation in the State of Wisconsin's vehicle fleets. The legislation reads as follows: "S. 20.915. State motor vehicles and aircraft. (1) PURCHASE. Each state agency, upon written approval of the governor, may purchase necessary aircraft, trucks and automobiles for its general use. All aircraft, trucks and automobiles shall be purchased through the department of administration under ss. 16.70 to 16.82. The department of administration shall ensure that each general fleet passenger automobile at the time of procurement has a fuel economy rating of no less miles per gallon than the fleet average miles per gallon required of automobile manufacturers by the federal government at that time. Law enforcement vehicles and work vehicles for heavy passenger or equipment loads are exempt from the mileage requirement." B. VII. CAFE: Based on the above statute, all 2003 model year General Fleet sedans must have a combined unadjusted mileage rating of no less than 27.5 miles per gallon (MPG) as established by the U.S. Environmental Protection Agency. VEHICLE REPLACEMENT: All requests for replacement vehicles will be considered general fleet vehicles (65540-125-10 or 65540-175-10) no matter what the current surplus vehicle is – unless justified (see below) A. General Vehicle Replacement Criteria: Passenger carrying vehicles which at the time of replacement will have accumulated a minimum of 75,000 miles may be replaced with new 2003 model vehicles. To ensure that the 75,000 mile criteria is met at the time of replacement, the following minimum criteria are provided: 1. 1996 model vehicles need a minimum of 64,000 miles as of May 1, 2002 2. 1997 model vehicles need a minimum of 63,000 miles as of May 1, 2002 Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 5 of 14 B. 3. 1998 model vehicles need a minimum of 60,000 miles as of May 1, 2002 4. 1999 model vehicles need a minimum of 56,000 miles as of May 1, 2002 5. 2000 model vehicles need a minimum of 50,000 miles as of May 1, 2002 6. Any 1994 and earlier model passenger van, sedan, or station wagon that does not meet the above mileage disposal criteria may or may not be replaced after considering mileage and condition. The Department of Administration, Transportation Procurement Manager will evaluate each vehicle on a case-by-case basis. (See "Vehicle Age and Condition Replacement Criteria" below). High Mileage 2001 Model Vehicle Replacement Criteria: 1. This vehicle should be: a) b) 2. C. VIII. Rotated within an agency's fleet to a low mileage position. OR Sold to another state agency with a lower mileage use requirement (Inter-agency Sale). This practice balances the miles per vehicle in the overall fleet. Vehicle Age and Condition Replacement Criteria: 1. The Department of Administration, Transportation Procurement Manager will consider replacing any vehicle justified as unsafe and/or uneconomical, e.g., rust perforated fenders, floors and/or doors or poor mechanical condition, if the cost of repair exceeds 50% of the current value of the vehicle. The Department of Administration will use the National Auto Research Black Book Value Guide, auction results, and the agency's two written cost estimates from repair/body shops to evaluate a request to replace such a vehicle. While not required, photographs of the vehicle will help to evaluate the vehicle's condition. 2. Any vehicle more than six years old which did not meet the mileage disposal criteria will be subject to replacement with a used vehicle. JUSTIFICATION FOR UPGRADED WORK VEHICLE (From small car): All agencies are required to furnish complete justification (Wis. Stats., see Page 1, Section A) when requesting any vehicle ( replacement or additional ) larger than a General Fleet sedan, i.e., Commodity Codes (specification numbers): 65540-125-10, 4-door sedan, 4 cylinder; and 65540-175-10, 4-door station wagon, 4 cylinder or the vehicle will be denied and reclassified as a general fleet vehicle. 1. A work vehicle is defined as having one of the following commodity codes (specification numbers): 65540-200-10 65540-205-10 65540-207-10 65540-212-10 65540-215-10 - 2. Four door sedan, 6 cylinder Four door station wagon, 6 cylinder 7 or 8 passenger van 12 passenger van 15 passenger van All requests for an upgraded work vehicle must outline its specific needs to include: a) b) Purpose/use of the work vehicle. Explanation why you cannot use a General Fleet vehicle. Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 6 of 14 c) Explanation why you cannot reallocate another vehicle from within the agency fleet when a work vehicle is requested that replaces a General Fleet vehicle. If a request for an updated work vehicle is not justified, Department of Administration, Transportation Procurement will reclassify the vehicle to meet the legislative criteria. IX. JUSTIFICATION OF ANY OPTION: All agencies must furnish complete justification for any option requested which is not on the Standard Equipment lists on pages 10-14. Each option must be specifically requested from and approved by Transportation Services Procurement. An explanation of the need must be attached to the DOA-3016. A vehicle request from an agency may be returned without consideration if this information is not provided. X. JUSTIFICATION OF A LARGER VEHICLE (Upgrade from currently approved vehicle): An agency is required to furnish complete justification requests for new vehicles which will be larger than the proposed surplus vehicles. Each upgrade must be requested specifically from and approved by Transportation Services Procurement. An explanation of the need must be attached to the DOA-3016 or the upgrade will be denied. UPGRADES TO LAW ENFORCEMENT SPORT UTILITY VEHICLES REQUIRES EXTENSIVE JUSTIFICATION. NOTE: THE "NEW VEHICLE REQUEST" MUST IDENTIFY THE FLEET NUMBER(S) FOR EACH REQUISITIONED NEW REPLACEMENT AND ADDITIONAL VEHICLE. THEREFORE, AN AGENCY MUST PROVIDE BOTH THE FLEET NUMBER OF THE NEW VEHICLE REQUESTED FOR PURCHASE AND THE FLEET NUMBER OF THE VEHICLE PROPOSED FOR SURPLUS. XI. XII. OBSOLETE/UNWANTED VEHICLES A. Definition: Vehicles that do not meet the mileage disposal criteria, are obsolete, are not suitable for their intended use or are unneeded may be disposed. B. Procedure: 1. Agency(s) may submit a list of vehicles that it would like to sell and replace with new vehicles to the Department of Administration, Transportation Procurement Manager by April 23, 2002. 2. Department of Administration, Transportation Procurement Manager will: a) Review the vehicles and compile a list of those approved for interagency sale; and b) Distribute the list to all agencies for review and purchase consideration on April 26, 2002. 3. The buying and selling agencies/campuses may negotiate the sale price for inter-agency sale. The Department of Administration, Transportation Procurement Manager will assist in establishing a price. INTER-AGENCY VEHICLE SALE REPORT A. Definition: An agency may replace, at anytime, a vehicle which will not meet replacement criteria due to age or mileage. This vehicle may be replaced with a comparable (size, type) surplus vehicle from another agency/university by using the following procedure. B. The selling agency initiates the "Inter-Agency Used Vehicle Sale Report" and forwards it to the buying agency along with completed Odometer Statement, Certificate of Title and Used Vehicle Condition Report when delivering the vehicle to the buying agency. The selling Agency will obtain the Certificate of Title from the Department of Administration, Bureau of Transportation, Transportation and Travel Services. Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 7 of 14 XIII. C. The buying agency/campus must complete and submit an "Inter-Agency Used Vehicle Sale Report," along with a "Used Vehicle Condition Report" (DOA 3081), within fifteen (15) work days of accepting delivery of the vehicle, to the Department of Administration, Transportation and Travel Services, 201 South Dickinson Street, Madison, WI 53704. The "Inter-Agency Used Vehicle Sale Report" form and the "Used Vehicle Condition Report" (DOA 3081 Rev 3/1994) forms are available from the Department of Administration, Transportation and Travel Services without charge upon request (608) 266-3620. D. Failure by the buying agency/campus to submit these Reports on time will result in an assessment of a late fee of five percent (5%) of the vehicle's sale price and the 3% Inter-Agency sales fee. E. For further details on Inter-Agency Used Vehicle Sales refer to State Procurement Manual PRO-F-1, Rev. 8/96. F. The buying agency must forward the Certificate of Title to Transportation Services Procurement upon its receipt from the Department of Transportation. OTHER RELATED ISSUES A. Disposal of Surplused Vehicles: Please refer to State Procurement Manual PRO-F-1, State Surplus Property Disposal: Vehicles, and Procurement Information Memorandum #02-045. All surplused vehicles approved for replacement with new 2003 models must be made available to Transportation & Travel for surplus upon receipt and operational readiness of the 2003 model. Any exceptions must be requested in writing specifically from and approved by State Surplus Property Manager. B. Cancellation of a Request: Department of Administration, Transportation Procurement must receive written notification from an agency canceling any request to purchase a vehicle. C. Emergency Vehicle Requests: Emergency vehicle request letters should be sent to the Director of the Bureau of Transportation, Department of Administration for approval/denial. Any new replacement vehicle request submitted after the initial vehicle request due date must provide complete justification and description of the situation to warrant consideration. Usually, the only emergency situation approved for replacing a vehicle occurs when: 1. A vehicle is damaged beyond economical repair, or; 2. An unanticipated, major initiative or development of a new program occurs. If the need occurs late in the procurement process, an agency may be instructed to hold back a surplus vehicle or reallocate from within its fleet and then submit a request for the needed vehicle in the next procurement cycle. D. Alternative Fuel Vehicles: In compliance with the Energy Policy Act of 1992 (EPACT), with the 1990 Clean Air Act (CAA), and with the 1993 Wisconsin Act 351, “The department shall require all state employees to utilize gasohol or alternative fuel for the operation of all state-owned or state-leased motor vehicles whenever such utilization is feasible”. Agencies are encouraged to request authorization to purchase alternative fueled vehicles. However, an agency may not acquire or convert vehicles to operate on alternative fuels unless specifically authorized by the Department of Administration. (See attached form) Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 8 of 14 XIV. VEHICLE INSPECTION AND ACCEPTANCE A. Agency Responsibility: Each agency is responsible for accepting or rejecting a vehicle at the time of delivery. B. New Vehicle Check-up and Service: The Request for Bid requirements obligate the successful vendor to: 1. Notify the buying agency of the anticipated delivery date for each vehicle so agency representatives are available to accept delivery of the vehicle. 2. Deliver all vehicles in accordance with the manufacturer's standard new car "Make Ready" recommendations. 3. Supply, with the vehicle at time of delivery, a check-off sheet noting the service checks made on the vehicle during preparation for delivery including: 4. C. a) Crankcase, differential, transmission and transfer case, if applicable, must be filled to capacity as recommended by the manufacturer. b) Vehicle must contain 1/4 tank of gasoline/fuel when delivered. c) Vehicles must be clean with all stickers removed from the glass prior to delivery with the exception of any sticker required by law (Manufacturer's Suggested Retail Price Label). d) Vehicle must have been hoisted on a lift rack at the dealership and the underside inspected completely prior to delivery. The vendor must note that this inspection was performed on the pre-delivery check-off sheet. e) Dealer nameplates, decals, etc. denoting the selling dealer may not be affixed in any manner whatsoever to any vehicle delivered. The buying agency is responsible for completing its inspection of a new vehicle within three (3) work days of its delivery. If the buying agency does not inform the vendor of any problem with the vehicle within three (3) working days, the vendor may conclude that the vehicle was acceptable as delivered. Action for Rejecting a Vehicle: When a vehicle is delivered that does not satisfy the Purchase Order or delivery requirements: 1. The agency should not accept the vehicle and should require the vendor to properly remedy the discrepancy. If the location of the vendor, who initially serviced the vehicle, makes it impractical to perform subsequent check-up service, it remains the responsibility of the vendor to arrange for any corrective action. 2. The agency must notify in writing the Department of Administration, State Transportation Procurement Manager, by FAX (608-267-6935) or e-mail (David.Webb@doa.state.wi.us) immediately and before returning the vehicle to the vendor. Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans, Sedans, and Station Wagons Page No. 9 of 14 XV. VEHICLE TITLES A. B. XVI. Procedure: Each agency must: 1. Title its own vehicle(s) by forwarding the motor vehicle registration information to Department of Transportation, Motor Vehicles, 4802 Sheboygan Avenue, Room 201A, Madison, WI 53705 or Interdepartmental Mail; (608) 266-9510. 2. Specify that the Title identify the State of Wisconsin as a part of the name of its state agency. The vehicle fleet number must appear on the Title. 3. Forward the original Title to the Department of Administration, Transportation and Travel Services, 201 South Dickinson Street or by mail at P.O. Box 7880, Madison, WI 53707-7880 immediately upon receipt of the title from the Department of Transportation. A complete submittal of Supplemental Title Information Form must accompany all titles. A copy of this form can be found at the end of this PIM. Custodianship: Department of Administration, Transportation and Travel Services will maintain the State's vehicle titles which are available to an agency upon request as needed. 2003 MODEL YEAR VEHICLE PURCHASE CHRONOLOGY (See attached “2003 Model Year Vehicle Purchase Timetable”) A. REVIEW & APPROVALS: Transportation Procurement will review all RPA's and notify agencies of changes or deletions. Agencies will have the opportunity to appeal any changes or deletions. After final decisions have been made, Transportation Procurement will seek the Governor’s approval per Wis. Stats. 20.915. B. BIDS: Transportation Procurement will conduct bids and make awards to vendors. C. BULLETINS: After resolution of any appeal, Transportation Procurement will issue State Procurement Purchasing Bulletins to State agencies with detailed instructions for submittal of vehicle purchase orders. D. PURCHASE ORDERS: Each agency submits its purchase order(s) to the State Transportation Procurement Manager for final review and approval. Transportation Procurement will forward purchase orders to the appropriate vendors. E. DELIVERY: Vendors will deliver vehicles to the buying agencies as specified in the bid. F. INSPECTION & ACCEPTANCE: Agencies inspect all vehicles upon delivery and notify vendor of any problems within three workdays. G. TITLE: Agencies secure vehicle titles and forwards to Department of Administration, Transportation and Travel. H. SURPLUS VEHICLE: Agencies notify Department of Administration, Transportation and Travel, of the availability of the replaced (surplused) vehicle as soon as new vehicle is operational. Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans and State Sedans, and Station Wagons Page No. 10 of 14 XVII. A. SPECIFICATION CLASSES AND TYPICAL VEHICLES Standard Fleet Vehicle GENERAL FLEET COMMODITY CODE 65540- PASSENGER CAPACITY EXAMPLE VEHICLES ENGINE TYPE 1. Four Door Sedan 125-10 4 Sunfire Cavalier Neon Focus Saturn SL1 2.4L 2.4L 2.0L 2.0L 1.9L 2. Four Door Wagon 175-10 4 Focus Saturn SW2 2.0L 1.9L VEHICLES LISTED BELOW REQUIRE SPECIFIC WRITTEN JUSTIFICATION, REGARDLESS OF REPLACEMENT OR ADDITIONAL VEHICLE REQUEST B. WORK VEHICLE 3. Four Door Sedan 200-10 5/6 Taurus Impala Grand Prix Intrepid Saturn L300 3.0L V6 3.4L V6 3.1L V6 2.7L V6 3.0L V6 4. Four Door Wagon 205-10 5 Taurus Saturn LW300 3.0L V6 3.0:L V6 5. Mini Van Mini Van AWD 207-10 207-12 7 7 Caravan Voyager Windstar Venture Montana 3.0L V6 3.0L V6 3.0L V6 3.4L V6 3.4L V6 6. Extended Mini Van Extended Mini Van AWD 207-15 207-17 7-8 7-8 Grand Caravan Grand Voyager Venture Extended Montana Extended 3.0L V6 3.0L V6 3.4L V6 3.4L V6 7. Van Fleet 212-10 12 Club Wagon Ram Wagon? Express Savana 5.4L V8 5.9L V8 5.7L V8 5.7L V8 8. Van Fleet 215-10 15 Super Wagon Extended Ram? Express Extended Savana Extended 5.4L V8 5.9L V8 5.7L V8 5.7L V8 . Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans and State Sedans, and Station Wagons Page No. 11 of 14 VEHICLES LISTED BELOW REQUIRE SPECIFIC WRITTEN JUSTIFICATION, REGARDLESS OF REPLACEMENT OR ADDITIONAL VEHICLE REQUEST C. LAW ENFORCEMENT 9. Sedan FWD Sedan Sport Utility Intermediate 300-10 325-10 350-10 Sport Utility Full Size 375-10 5 5 5 5 5 5 Crown Victoria Impala Explorer Blazer Durango Tahoe/Yukon Suburban/Yukon LX Expedition Excursion 4.6L V8 3.8L V6 4.0L V8 4.3L V6 4.7L V8 4.8L V8 5.3L V8 5.4L V8 5.4L V8 STANDARD CLASSIFICATION DESCRIPTION: 1. Spec. 65540-125-10 - Four (4) Door Fleet Sedan; 102 inch wheelbase or more Vehicles in this group, with 4 cylinder engines, are General Fleet cars. Passenger capacity: 1-4 including driver. Typical Vehicles: Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel 2. Pontiac Sunfire, Chevrolet Cavalier, Ford Focus, Chrysler Neon, Saturn SL-1 Dual Mirrors - Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Spec. 65540-175-10 - Four (4) Door Station Wagon Vehicles in this group, with 4 cylinder engines, are General Fleet cars. Passenger capacity: 1-4 including driver. Typical Vehicles: Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel Ford Focus, Saturn SL-1 Dual Mirrors - Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans and State Sedans, and Station Wagons Page No. 12 of 14 3. Spec. 65540-200-10 - Four (4) Door Sedan Vehicles in this group are intended for long distance inter-city travel. Their primary use is pool duty for a total of five or six persons including the driver. Proper justification is required or the request for this specification will be changed automatically to Spec. 65540-125. The engine will be a 2.7L V6 minimum. Typical Vehicles: Ford Taurus, Chevrolet Impala, Pontiac Grand Prix, Dodge Intrepid, Saturn W300 Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel 4. Dual Mirrors - Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Spec. 65540-205-10 - Four (4) Door Station Wagon Vehicles in this group have a six passenger maximum carrying capacity including the driver plus a cargo area. The engine will be 3.0L V6 minimum. Typical Vehicles: Ford Taurus, Saturn LW300 Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel Dual Mirrors - Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Note: Available is a third 2 passenger seat. 5. Spec. 65540-207-10 – 7 Passenger Van or Spec 6550-207-12 - 7 Passenger Van AWD Vehicles in this group are intended for transporting a total of 7 or 8 passengers including the driver. The engine will be a minimum 3.0L, V6 engine. Typical Vehicles: Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel Dodge Caravan, Plymouth Voyager, Ford Windstar, Chevrolet Ventura, Pontiac Montana. Dual Mirrors – Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans and State Sedans, and Station Wagons Page No. 13 of 14 6. Spec. 65540-207-15 – 7 or 8 Passenger Van Extended (Minimum floor length = 99”) Spec. 65540-207-15 – 7 or 8 Passenger Van Extended AWD (Minimum floor length = 99”) Vehicles in this group are intended for transporting a total of 7 or 8 passengers including the driver. The engine will be a minimum 3.0L, V6 engine. Typical Vehicles: Dodge Grand Caravan, Plymouth Grand Voyager, Chevrolet Ventura Extended, Pontiac Montana Extended. Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning AM/FM Stereo Tilt Steering Wheel 7. Dual Mirrors – Manual Intermittent Wipers Rear Window Defroster Full Wheel Cover Body Side Moulding Floor Mats, Front and Rear Antilock Brake System (4 wheel) Spec. 65540-212-10 – 12 Passenger Van Vehicles in this group are intended for transporting a total of 12 passengers including the driver. The engine will be a 5.4L fuel injected V8 minimum, and the van will include hinged side doors, and 2 hinged rear doors. Typical Vehicles: Dodge Ram Wagon, Ford Club Wagon, Chevrolet Express, GMC Savana Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning/Heat, Front & Rear AM/FM Stereo Tilt Steering Wheel Intermittent Wipers 8. Dual Mirrors – Manual Full Wheel Covers Body Side Moulding Insulation Package – Factory Installed Floor Mats, all Seat Positions Vented Glass, rt. Side & rear doors Antilock Brake System (4 wheel) Spec. 65540-215-10 – 15 Passenger Van Vehicles in this group are intended for transporting a total of 15 passengers including the driver. The engine will be a 5.4L fuel injected V8, minimum, and the van will include hinged side doors and 2 hinged rear doors. Typical Vehicles: Dodge Ram Extended, Ford Super Wagon, Chevrolet Express Extended, GMC Savana Extended Standard Equipment Automatic Transmission Power Steering Power Brakes Cruise Control Air Conditioning/Heat, Front & Rear AM/FM Stereo Tilt Steering Wheel Intermittent Wipers Dual Mirrors – Manual Full Wheel Covers Body Side Moulding Insulation Package – Factory Installed Floor Mats, all Seat Positions Vented Glass, rt. Side & rear doors Antilock Brake System (4 wheel) Procurement Information Memorandum: 02-053 2003 Vehicle Requisition Instructions: Law Enforcement, Passenger Vans and State Sedans, and Station Wagons Page No. 14 of 14 FACTORY INSTALLED OPTIONAL EQUIPMENT: In specifying requirements, use the commodity code numbers and option description below. Requesting any of these options requires written justification when submitting a request for a vehicle. If the vehicle surplused against a request for a replacement vehicle has the same option provide that information also. Option Description Limited Slip Rear Axle Rear drive vehicles only Third 2 Passenger Seat Spec. 65540-205 Sliding Door, Driver Side Spec. 65540-207 Sliding Door, Passenger Side Spec. 65540-212, 215 Sunscreen Glass (Privacy) Spec. 65540-207, 212, 215 Engine Block Heater Spec: 65540-125, 175, 200, 205, 207, 212, 215 Trailer Towing Package Spec. 65540-207, 212, 215 Power Driver Seat Spec. 65540-300 FLEET MANAGERS' 2002/2003 EVENT TIMELINE TRANSPORTATION & TRAVEL 2002/2003 EVENT TIMELINE DUE DATE 2/08/02 2/08/02 3/20/02 3/15/02 3/23/02 4/10/02 4/12/02 4/13/02 4/15/02 4/19/02 4/26/02 5/11/02 5/24/02 5/29/02 6/15/02 6/21/02 6/24/02 6/24/02 7/01/02 7/1/02 7/1/02 7/05/02 7/12/02 7/15/02 7/18/02 7/18/02 7/25/02 8/1/02 8/10/02 8/14/02 8/15/02 8/16/02 8/22/02 8/22/02 8/22/02 9/6/02 9/12/02 9/14/02 9/19/02 9/20/02 9/24/02 9/28/02 9/30/02 10/4/02 10/11/02 DUE DATE ACTIVITY/EVENT RESPONSIBILITY Agencies submit list of vehicles to be auctioned for March through June 2002, to Bert Buri Annual Surplused Vehicle Reconciliation Report for 2001 Submitted to T&T Section Chief T&T Submits its Annual Report of Model Year 2002 Vehicle Purchases to Jeff Knight Vehicle Procurement Training - 1 day session Vehicle Auction - Arlington Fleet Meeting - T&T distributes PIM, Requisitioning Instructions Vehicle Lease Bids Open Vehicle Auction - Waukesha Agencies submit list of vehicles no longer meeting its needs to Bert Buri Quarterly Surplused Vehicle Reconciliation Report for 1/1/02 - 3/31/02 submitted to T&T Section Chief T&T distributes list of vehicles no longer needed by owning agencies Fleet Managers Bert Buri Dave Webb Dave Webb Bert Buri Dave Webb/Fleet Mgrs. Dave Webb Bert Buri Fleet Managers Bert Buri Vehicle Auction - Monroe Agencies submit requests to Dave Webb for 2003 model year vehicles using 5/1/02 mileage reports T&T Invoices Agencies for Procurement Fees for Model Year 2002 Vehicles Vehicle Auction - Arlington T&T notifies Fleet Managers of vehicle denials/approvals Rental Car Contract(s) Awarded - All Bulletins Distributed Tire Contract Awarded - All Bulletins Distributed Agencies submit list to Bert Buri of vehicles to be auctioned for August through December 2002. Quarterly Surplused Vehicle Reconciliation Report for 4/1/02 -6/30/02 Submitted to T&T Section Chief T&T distributes 2003 Surplus Vehicle List to Fleet Managers to facilitate inter-agency used vehicle sales in calendar year 2003 State agencies appeals, if any, submitted to Dave Webb T&T forwards its recommendations for 2003 vehicle replacements and additions to Jeff Knight Law Enforcement Vehicles - Vendor Meeting as Necessary Light Duty Trucks - Vendor Meeting Medium Duty Trucks - Vendor Meeting Law Enforcement - RFB Released Light Duty Truck RFB Released Vehicle Auction - Arlington Statewide Towing Contract(s) Awarded - All Bulletins Distributed Law Enforcement Bid Opening Law Enforcement - Intent to Award Light Duty Truck Bid Opening Medium Duty Truck RFB Released Law Enforcement - All Bulletins Distributed Light Duty Truck - Intent to Award Medium Duty Truck - Bid Opening Vehicle Auction - Arlington Medium Duty Truck - Intent to Award Light Duty Truck - All Bulletins Distributed Medium Duty Truck - All Bulletins Distributed Vehicle Auction - Racine Passenger Car - Vendor Meeting Quarterly Surplused Vehicle Reconciliation Report for 7/1/02 -9/30/02 Submitted to T&T Section Chief Passenger Car - RFB Released Bert Buri Fleet Managers ACTIVITY/EVENT Bert Buri Dave Webb Bert Buri Dave Webb Dave Webb Dave Webb Fleet Managers Bert Buri Bert Buri Fleet Managers Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Bert Buri Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Dave Webb Bert Buri Dave Webb Dave Webb Dave Webb Bert Buri Dave Webb Bert Buri Dave Webb RESPONSIBILITY 10/12/02 10/15/02 10/30/02 11/2/02 11/06/02 11/15/02 11/16/02 12/14/02 12/23/02 12/31/02 1/31/03 2/10/03 2/28/03 3/07/03 Vehicle Auction - Stevens Point T&T Collects Life-Cycle Data Passenger Car - Bid Opening Vehicle Auction - Arlington Passenger Car - Intent to Award Passenger Car - All Bulletins Distributed Vehicle Auction - Arlington Vehicle Auction - Arlington Quarterly Surplused Vehicle Reconciliation Report for 10/1/02 -12/31/02 Submitted to T&T Section Chief Statewide Maintenance Contract Awarded - All Bulletins Distributed Annual Surplused Vehicle Reconciliation Report for 2002 Submitted to T&T Section Chief Used Vehicles - RFB Released as Required Used Vehicles - Bid Opening Used Vehicles - All Bulletins Distributed Vendor Meeting Vehicle Type Law Enforcement Light Duty Truck Medium Duty Truck Passenger Vehicle Used Vehicles Bert Buri Dave Webb Dave Webb Bert Buri Dave Webb Dave Webb Bert Buri Bert Buri Bert Buri Dave Webb Bert Buri Dave Webb Dave Webb Dave Webb As Required 7/18/02 7/18/02 RFB Released 7/25/02 8/1/02 8/22/02 Bid Opening 8/15/02 8/22/02 9/12/02 Intents to Award 8/16/02 9/06/02 9/19/02 All Bulletins Distibuted 8/22/02 9/20/02 9/24/02 9/30/02 N/A 10/11/02 2/10/03 10/30/02 2/28/03 11/06/02 N/A 11/15/02 3/07/03 1) These dates assume no delays for protests. 2) Transportation & Travel completion dates do not include time for events outside its control. These include, but are not limited to, such unanticipated events as changes in administrative direction, additional and/or higher priority assignments, and the unavailability of required information from agencies and vendors. NOTE: Duration is measured in workdays. ALTERNATIVE FUEL VEHICLE FORM: ENERGY POLICY ACT (EPACT) & CLEAN AIR ACT (CAA) (ATTACHMENT TO “NEW VEHICLE REQUEST” FORM DOA 3016) NOTE: This form is required – unless your agency attaches proof of separate compliance with the laws. IDENTIFICATION: Attach this form to the “New Vehicle Request” Form DOA 3016. In the table below, fill in your agency, your name and number, and the vehicle commodity code found on the related Form DOA 3016. AGENCY AGENCY CONTACT (Name & Phone) COMMODITY CODE (8 Digits) BACKGROUND: The purpose of this form is to gather information to determine your agency’s requirements, compliance, and credits, under the Federal Energy Policy Act of 1992 (EPACT), and under the 1990 Clean Air Act (CAA) EPACT requires that a specified percentage of state government fleet new acquisitions of “light duty”, non-“excluded” vehicles used primarily within specified “MSA’s” (Metropolitan Statistical Areas) and “CMSA’s” (Consolidated Metropolitan Statistical Areas) be “alternative fueled vehicles”. The CAA requires that a specified percentage of new acquisitions of “light duty”, and “medium duty” non-“excluded” vehicles used primarily within specified MSA’s and CMSA’s be certified to meet CAA standards. Call Transportation and Travel at 608-266-1558 for further details. DEFINITIONS: “Light duty” – vehicles with a gross vehicle weight (GVW) rating of 8,500 pounds or less. (Covered by EPACT & CAA) “Medium duty” – vehicles with a GVW rating of between 8,500 pounds and 26,000 pounds. (Only covered by CAA) “Excluded Vehicles” - 1) Law enforcement vehicle. 2) Emergency motor vehicle. 3) Non-road vehicle. 4) Vehicles which, under normal operations are parked at personal residences when not in use. 5) Vehicles used for motor vehicle manufacturer product evaluations or tests. 6) Motor vehicles exempt for national security reasons. 7) Vehicles held for sale, lease, or rental. 8) Vehicles used at industrial, commercial, marine, rail, or airport facilities. “Alternative Fueled Vehicle” – Alternative fuel includes dual-fuel, bi-fuel, and flexible-fuel vehicles designed to be operated on a least one of the following fuels: 100% methanol, denatured ethanol, and other alcohols; mixtures containing 85% or more by volume of methanol, denatured ethanol, and other alcohols with gasoline or other fuels; natural gas (compressed or liquefied); liquefied petroleum gas (propane); electricity (including solar energy); hydrogen; coal-derived liquid fuels; and fuels (other than alcohol) derived from biological materials including “neat” (100%) biodiesel. Since EPACT is aimed at energy independence, gasoline/diesel-powered vehicles do NOT satisfy the requirements of the law – only alternative fueled vehicles. Since CAA is aimed at clean fuel fleets, alternative fueled vehicles and clean-burning gasoline/diesel vehicles can satisfy the law. “CAA-Clean Fuel Fleets Certified Vehicles” – These are vehicles that have been certified to meet the CAA Clean Fuel Fleet standards. They include Low-Emission Vehicles (LEV), Inherently Low-Emission Vehicles (ILEV), Ultra Low-Emission Vehicles (ULEV), and Zero-Emission Vehicles (ZEV). PART – A INSTRUCTIONS (This is needed to determine your agency’s requirements under the EPACT and CAA.) 1. Will the requested vehicle be primarily used in any of the following counties? Douglas, St. Croix, Pierce, Outagamie, Winnebago, Calumet, Dane, Washington, Ozaukee, Waukesha, Milwaukee, Racine, or Kenosha? Circle One: Yes No If yes, go on to the next line. If no, go on to Part B of this form. 2. Does the requested vehicle(s) qualify as “excluded” under the laws? (See above definition) Circle One: Yes No If yes, go on to Part B. If no, go on to the next question. 3. Is the requested vehicle(s) less than 8,500 pounds gross vehicle weight? Circle One: Yes No If yes, list the fleet number(s) here or on an attachment, and go on to Part B. If no, go on to the next question. 4. Is the requested vehicle(s) between 8,500 and 26,000 pounds gross vehicle weight? Circle One: Yes No number(s) here or on an attachment, and go on to Part B. If no, go on to Part B. If yes, list the fleet PART – B INSTRUCTIONS (This is needed to ensure compliance with the EPACT and CAA, and to calculate credits.) 1. Is the requested vehicle alternatively fueled? Circle One: Yes No If yes, list their fleet number(s) here or on an attached sheet, and provide a description of the type of alt fuel vehicle. If no, go on to the next question. 2. Is the requested vehicle a CAA-Clean Fuel Fleets Certified Vehicle as defined above? Circle One: Yes No If yes, list their fleet number(s) here or on an attached sheet, and provide a description of the type of certified vehicle. If no, no further information is needed. Year 2002 Alternative Fuel Vehicle List – For EPACT Compliance (Alt Fuel) Alternative and Gasoline Fuel Vehicle List – For CAA Compliance (Clean Air Act) Passenger Vehicles FUEL TYPE COM CODE CNG Bi-Fuel 65545-125 CNG Bi-Fuel CNG Bi-Fuel 65545-215 65545-215 CNG Dedicated 65545-212 MANUF GM Chev Ford GM MODELS Cavalier 4 Door Sedan ENG 2.2L CAA Yes EPACT Yes E350 Super Club Wagon 3500 Express & Savana Wagon 5.4L 5.4L Yes Yes Yes Yes B2500 8 Passenger Van 5.2L Yes Yes B3500 12 Passenger Maxivan 8,700 # GVWR (127” WB, no rr air/heat or rr bumpers) E350 Super Club Wagon Crown Victoria Full-Size 4 Door Sedan Taurus 4 Door Sedan Windstar E350 Super Club Wagon E350 Super Club Wagon G30 Express Ext. Wagon 5.4L 4.6L 3.0L 3.0L 5.4L 5.4L 5.7L Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No G30 Express Ext. Wagon 5.7L Yes No Taurus 4 Door Sedan 3.0L Yes Yes Caravans & Grand Caravans SE Voyager & Grand Voyager SE E350 Super Club Wagon 3.3L No Yes 5.4L Yes Yes Chev/GMC CNG Dedicated CNG Dedicated LEV Gasoline LEV Gasoline LEV Gasoline LEV Gasoline LEV Gasoline 65545-215 65545-300 65540-200 65540-207 65540-212 65540-215 65540-212 LEV Gasoline 65540-215 DaimChry Dodge Ford Ford Ford Ford Ford Ford GM 7,700 # GVWR (127” WB, no rr air/heat or rr bumpers) Chev/GMC GM Chev/GMC E85 Flex-Fuel (Ethanol) E85 Flex-Fuel (Ethanol) 65545-200 Ford 65545-207 Propane Bi-Fuel 65545-215 DaimChry Chrys/Dod Ford The above chart lists what alternative fuels are currently available and tentatively projected to be available for 2003. The specifications and availability are subject to change. ATTACHMENT TO “WISCONSIN CERTIFICATE OF TITLE FOR A VEHICLE” SUPPLEMENTAL TITLE INFORMATION PURPOSE OF THIS FORM: The purpose of this form is to document information that is not available on the “Wisconsin Certificate of Title for a Vehicle” (vehicle title) Form. WHEN TO USE THIS FORM: Use this form whenever a vehicle title is forwarded to the Department of Administration, Transportation Services Procurement, 201 South Dickinson Street, Interdepartmental Mail or P.O. Box 7880, Madison WI 53707-7880. REQUIRED INFORMATION: (Fill in below information as it relates to the attached vehicle title.) Purchase Order Number: ________________________ Fleet Number: ________________________________ Make: _______________________________________ Model: _______________________________________ Body Style (sedan, wagon, minivan, etc.) _______________________________________ Transmission (Circle one.): Automatic Manual Engine (Fill in): Number of Cylinders: ______________ Size in Liters: ______________ CONTACT: For questions or comments on this form, contact State Transportation Procurement at (608) 266-3620. PIM REQUIREMENT CHECKLIST Be sure the RPA and DOA–3016 forms have all of the required signatures (including Agency Head) or the paperwork will be returned. Do You Have or Did You Do? COMPLETION OF VEHICLE REQUESTS FORMS: A. Request For Purchasing Authority (RPA) enclosed? B. Fully completed New Vehicle Request Form and the county of the vehicle location checked (DOA-3016)? C. Do all attachments have Commodity Code, Agency Name and Fleet Number information? D. Alternative fuel form enclosed with Commodity Code and Fleet Number information? E. Email Excel spreadsheet to linda.gladem@doa.state.wi.us and attach hard copies to requests DONATED VEHICLE: If so, be sure to include documentation to include the name of the donating party and the reasons for making the donation. ADDITIONAL VEHICLE: If yes; did you include properly formatted attachments answering the five-(5) questions listed below? A. Would an internal reallocation of vehicles be beneficial? If not, why not? B. What level of staffing does the agency have now in comparison to prior years? C. Has legislation been pasted which expands the scope of the agency, thereby necessitating additional vehicles? If yes, how? (Please attach copy of the legislation.) D. What is the total mileage, as well as annual mileage for the fiscal or calendar year, for each vehicle in the agency’s fleet? (Please provide miles for each vehicle by its assigned fleet number, distinguishing between business and any personal miles, and identify the make, model and year of each vehicle as well as its’ assigned location and function; provide the month and year of delivery for each vehicle.) E. What other information supports the need for an additional vehicle? ARE YOU REQUESTING TO UPGRADE FROM A GENERAL FLEET VEHICLE TO THE LARGER, WORK VEHICLE (from 100 to 200 series)? If yes; did you include properly formatted and neatly written attachments outlining specific needs to include those listed below? A. Purpose/use of the work vehicle. B. Explanation as to why not using a General Fleet vehicle. Explanation for not allocating another vehicle from the agency fleet when a work vehicle is requested that replaces a General Fleet vehicle. JUSTIFICATION OF ANY OPTIONS: Enclosed neatly written justifications for any options checked on the DOA-3016 form? REQUEST FOR A LARGER VEHICLE OR 4x4 FROM CURRENT ONE? If yes; did you include properly formatted and neatly written attachments outlining specific needs to include those listed below? A. Purpose/use of the larger vehicle. B. Explanation as to what has changed and why larger vehicle is needed. C. Explanation for not allocating another vehicle from the agency fleet when a larger vehicle is requested. N/A YES Instructions for completing and submitting the Vehicle Request Detail Excel Worksheet (11x17 Tabloid). Excel Spreadsheet. The Excel spreadsheet sent to you is to be filled in by the Fleet Managers and returned to Linda Gladem (linda.gladem@doa.state.wi.us) via email. This sheet should contain all of the vehicle requests from the 3016s and reflect the information from that form. The Procurement Manager will then indicate the decision made for those vehicles and will send the sheet back to the manager with the approvals/denials marked on it. This sheet system improves the communication of the decisions. Individual meetings with the fleet managers will still be recommended but the reports to the Governor's Office will be greatly expedited. Secretaries/Chancellors do not need to sign the spreadsheets. After all of the form 3016 requests are collected and thoroughly reviewed by the Fleet Manager, the vehicles and their respective fleet numbers and requested equipment options are to be entered into the Vehicle Request Detail Excel Worksheet by the Fleet Manager and emailed to Transportation and Travel. The Fleet Manager is responsible for completing and submitting one (1) worksheet for each vehicle category. 1. Fill out top section. 2. Submit one (1) worksheet for each vehicle category (Passenger, Lt. Duty, etc.) and separate the replacement vehicles from the additional vehicles for each category (Passenger Replacement, Additional, etc.). 3. Enter Agency or institution abbreviation in first column. 4. Enter surplus fleet number & new fleet number in the correct column(s). 5. Enter commodity code of surplused vehicle(s). 6. Enter commodity code of new vehicle request with the two-digit suffix (a complete list of commodity codes is located on the second, COMMODITY CODE tab of the Excel Worksheet). 7. Put an "X" in the appropriate column for the equipment that was requested. 8. Completed worksheets are to be sent via Email to Linda Gladem (linda.gladem@doa.state.wi.us). Hard copies of the spreadsheets (11x17 tabloid size) are to be turned in to Transportation & Travel with the Vehicle Request paperwork for each type of Vehicle Category (Lt. Duty, Passenger, etc.). 9. Transportation & Travel Procurement Manager will review the requests. 10. Procurement Manager and Fleet Managers will discuss the requests. 11. Procurement Manager reviews and enters dates of approval/denials and inserts changes in the spreadsheet. Worksheet is to be emailed to Fleet Managers. 12. Fleet Managers consider DOA recommendations and will discuss with Procurement Manager. 13. Fleet Managers develop appeals where deemed necessary, and submit them to the Procurement Manager. 14. Procurement Manager considers appeals. A final determination is sent to Fleet Managers via email. 15. Final recommendations (with reconsideration letters attached) in hard copy form, are sent to the DOA bureau management for final review. NOTE: Be sure to put all equipment upgrade requests on the front page of the Form 3016. DOA will not "research" requested equipment by searching through any attached justifications. DOA will not be responsible for omitting any option that it isn't on the front of the Form 3016 Worksheet Examples: Vehicle Request Detail Worksheet Model Year 2003 FLEET MANAGERS are to fill out and submit one worksheet for each vehicle category group (Passenger, Lt. Duty, etc) and for each group of replacements/additionals in that category. AGENCY ______________________________________ Submit Date____/____/____ 1st Denial Date____/____/____ Appeal Date____/____/____ Final Appr Date____/____/____ Check: Agency DOA Additional_______ Replacement_______ Old Fleet # 5555 4623 6667 Old Commodity New Commodity (Must incl suffix, i.e. -15, -20) 100-10 650-15 750-20 150-15 650-15 650-20 Law_______ Lt Truck_______ Med Truck_______ New Fleet # BH CC TW DEC AD025335 AD025336 AD025337 NO X X X NO NO X X X EM EC 4 Pass_________ BH CC TW DEC EM EC GA GR GRS LS PL BLOCK HEATER CRUISE CONTROL TILT STEERING WHEEL DECALS (TROOPER) EXTENDED WB MINIVAN EXTENDED CAB (PU) GLASS ALL AROUND GLASS REAR DOOR GLASS RIGHT SIDE & REAR DR LIMITED SLIP REAR AXLE POWER LOCKS PW POWER WINDOWS RA/H REAR AIR/HEAT SRW SINGLE REAR WHEEL SD SLIDING DOOR SL SPOT LIGHT (TROOPER) SP SNOWPLOW PKG W/PLOW SIZE SG SUNSCREEN GLASS TS THIRD SEAT (SW) TP TOWING PACKAGE VS VINYL SEAT GA GR GRS LS PL PW RA/H SRW SD SL SP SG NO TS TP VS Denial Approve Date Date X 7/20 7/20 4 X X X A complete list of commodity codes is located on the second, COMMODITY CODE tab of the Excel Worksheet X X 8/3 Stanadard Optional Equipment. Vehicle Type 125-10 Base Vehicle: 4 Door 4cyl Sedan (air, auto, tilt, cruise, AM/FM, rear dfg, power steering & brakes) Cost 10,900 Blk Htrs Rear Dfg Wiper Tilt Cruise Ltd Slip Dark Glass Premium Equipment HD Tow Plow 35 Class III Hitch Rear Air/Heat Extra Pass Seat NA Aniti-Lock Brakes Bucket Seats Power Drivers Seat 450 Std NA Power Windows Power Locks Deluxe Interior Inc Deluxe Interior 2,000 Work Vehicles Listed Below: Vehicles that are justified for upgrade based on nature of work, need to transport 4 or more people and / or unusual weight or load reqiurements. Cars (air, auto, tilt, cruise, AM/FM, rear dfg, power steering & brakes) 175-10 4 Door 4cyl Wagon 14,400 35 NA 356 Std NA 200-10 4 Door 6cyl Sedan 14,900 35 NA 450 Std 601 300 1,000 205-10 4 Door 6cyl Wagon 16,500 35 207-10 7 Passenger Minivan 18,000 35 207-15 7 Passenger Minivan NA 400 876 275 Inc Deluxe Interior 2,000 STD Std 1300 300 1,000 NA 1,000 600 Std 700 693 2,000 19,000 35 400 396 NA 409 600 Std 700 600 2,000 212-10 12 Passenger Fullsize Van 24,900 35 250 400 Incl 250 Incl 400 Std 350 Inc Inc 215-10 15 Passenger Fullsize Van 25,700 35 250 400 Incl 250 Incl 400 Std 350 Inc Inc Lt. Duty Trucks (air, auto, AM/FM, power steering & brakes) 65360-100 Mini Pickup Truck 14,500 35 300 250 105 100 185 2,000 255 305 NA 500 500 65360-150 4x4 Mini Pickup Truck 16,800 35 300 250 105 100 185 2,000 255 305 NA 500 500 65360-200 9ft. Full Size Cargo Van 16,000 35 NA 350 250 250 325 200 300 1,200 400 Std NA 600 200 65360-207 Mini cargo Van 17,600 35 NC 300 217 325 100 200 NA NA Std Std NA 300 NA 65360-300 10ft Full Size Cargo Van 22,922 35 NA 350 250 250 325 200 300 1,000 400 Std NA 600 200 65360-310 10ft Step Van 30,000 35 350 250 NA NA NA 400 Std NA NA NA 65360-314 14ft Step Van 34,800 35 350 250 NA NA NA 400 Std NA NA NA 350-85 Commercial Cutaway 25,000 35 350 250 NA NA NA 400 Std NA 600 1,000 400-65 2 Door Small Sport Utility 17,299 35 280 350 250 250 280 180 500 Std 1000 450 1,000 65360-450 4x4 Small Utility Vehicle 22,000 35 280 350 250 250 280 180 500 Std 1000 450 6,000 65360-475 4x4 Large Utility Vehicle 26,514 35 Inc Inc 250 250 350 Inc In Deluxe Inc Std Inc Inc Deluxe Interior 6,000 65360-500 4 Door 6 Pass Suburban 28,500 35 240 350 265 265 150 185 280 1,000 Inc 350 200 Inc Deluxe Interior 6,000 65360-525 4x4 4 Door 6 Pass Suburban 29,800 35 240 350 265 265 150 185 280 1,000 Inc 350 200 Inc Deluxe Interior 6,000 65360-550 4 Door 6 Pass HD Suburban 31,000 35 240 350 265 265 150 185 280 1,000 Inc 350 200 Inc Deluxe Interior 6,000 65360-575 4x4 4 Door 6 Pass HD Suburban 29,789 35 240 350 265 265 150 185 280 1,000 Inc 350 200 Inc Deluxe Interior 6,000 65360-600 Standard 1/2 Ton Pickup 23,200 35 350 250 200 300 Inc 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-650 4x4 Standard 1/2 Ton Pickup 25,147 35 350 250 200 300 Inc 2,000 421 800 500 Inc Deluxe Interior 3,000 65360-700 HD 3/4 Ton Pickup 19,637 35 350 250 200 300 Inc 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-750 4x4 HD 3/4 Ton Pickup 24,000 35 350 250 200 300 Inc 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-800 HD 1 Ton Pickup 24,900 35 350 250 200 300 Inc 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-850 4x4 HD 1 Ton Pickup 26,500 35 332 250 200 300 Inc 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-900 15,000 lb GVW Chassis 28,000 35 350 250 200 300 NA 2,000 350 800 500 Inc Deluxe Interior 3,000 65360-950 15,000 lb GVW Chassis 29,000 35 350 250 200 300 NA 2,000 350 800 500 Inc Deluxe Interior 3,000 NA NA