#11361·Fleet
Ulysses Forklift Replacement (x3)
Replace three electric forklifts reaching end-of-life.
West · Ulysses Site
Cody Smith PM
Jake Morales Submitter
Jul 19, 2026 Est. completion
Mar 31, 2026 Approval date
8 years Useful life
Approval timeline
- DirectorSarah KimApproved1 month ago
- VP SupplyMike ChenApproved1 month ago
- VP OpsLinda RodriguezApproved1 month ago
- CFOMatt AndersonApproved1 month ago
Total cost$156,000
Spent to date$12,0008% of budget
Forecast remaining$144,000
Annual benefit$39,000
Problem
Three forklifts at 10+ years with escalating maintenance costs; one is now down awaiting parts.
Proposed solution
Replace with Li-ion powered units. Includes fleet management telemetry.
Justification
No justification drafted yet. Click “Draft with AI” to generate one from the problem & solution fields.
Alternatives
| Option | Description | Total cost | Useful life | Recommended |
|---|---|---|---|---|
| Option 1 — Recommended | Replace with Li-ion powered units. Includes fleet management telemetry. | $156,000 | 8 yrs | ✓ |
| Option 2 — Rebuild in place | Rebuild existing equipment in place with refurbished components. Lower upfront cost but shorter useful life and higher maintenance ongoing. | $101,400 | 4 yrs | — |
Payback & benefit
Simple payback44 months
5-yr NPV$13,366
IRR7.9%
Actuals (from ERP)
Sourced from the financial system integration. Last sync 2 hours ago.
3 transactions · $12,000
| Date | Vendor | Description | Amount |
|---|---|---|---|
| Apr 6, 2026 | Andritz Feed & Biofuel | Vendor down payment / mobilization | $4,400 |
| Apr 5, 2026 | CPM Roskamp | Progress billing | $4,218 |
| Apr 4, 2026 | Bliss Industries | Final invoice | $3,382 |
Attachments
- vendor-quote.pdf(245 KB)
- site-photo.jpg(1820 KB)