purchasing of equipment dr. kostelis. thoughts on budgets mistakes commonly made: –need data to...

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Purchasing Purchasing of Equipment of Equipment Dr. Kostelis Dr. Kostelis

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Page 1: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Purchasing of Purchasing of EquipmentEquipment

Dr. KostelisDr. Kostelis

Page 2: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Thoughts on BudgetsThoughts on BudgetsMistakes commonly made:Mistakes commonly made:– Need data to drive requestNeed data to drive request

Example: If safety is an issue Example: If safety is an issue document the number of injuriesdocument the number of injuries

Example: If you weren’t able to Example: If you weren’t able to teach several activities, teach several activities, document it. document it.

Page 3: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Thoughts on BudgetsThoughts on BudgetsMistakes commonly made:Mistakes commonly made:

– NEED, WANT, DESIRENEED, WANT, DESIRENeed to think strategically and Need to think strategically and not just incrementallynot just incrementally

Does your request reflect mission Does your request reflect mission goals?goals?

Page 4: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Purchasing of EquipmentPurchasing of EquipmentNeed to be fiscally responsibleNeed to be fiscally responsible

Need quality and at a good priceNeed quality and at a good price

BOTTOM LINE: BOTTOM LINE: SAFETYSAFETY

Page 5: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Purchasing of EquipmentPurchasing of EquipmentUse of equipment and Use of equipment and maintenance is criticalmaintenance is critical

– Should equipment be retired after Should equipment be retired after a certain number of uses?a certain number of uses?

What would be an example?What would be an example?

Page 6: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Purchasing depends on Purchasing depends on inventoryinventory– What do you have?What do you have?– When did you get it?When did you get it?– What is your history with a What is your history with a

company/productcompany/product– What was/is the maintenance of it?What was/is the maintenance of it?

Purchasing of EquipmentPurchasing of Equipment

Page 7: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Where do you buy from?Where do you buy from?

– Go directly to a companyGo directly to a company

Direct PurchasingDirect Purchasing

Purchasing of EquipmentPurchasing of Equipment

Page 8: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Where do you buy from?Where do you buy from?

– Go through multiple companiesGo through multiple companies

Bid PurchasingBid Purchasing

Purchasing of EquipmentPurchasing of Equipment

Page 9: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Look at $ amount and warrantyLook at $ amount and warranty

–Are you going to use the Are you going to use the warranty?warranty?

–Is it worth buying it?Is it worth buying it?

Purchasing of EquipmentPurchasing of Equipment

Page 10: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Direct and Bid PurchasingDirect and Bid Purchasing+ Good for local + Good for local

businessbusiness

+Know who dealing +Know who dealing with (vendors)with (vendors)

+Quick+Quick

+Quality and service+Quality and service

-Quality and service-Quality and service

-Higher prices-Higher prices

-No comparisons-No comparisons

+Pick low/best bid+Pick low/best bid

+Best price+Best price

+On-time delivery+On-time delivery

+Competition +Competition fosteredfostered

+Quality and service+Quality and service

-Quality and service-Quality and service

-Time-consuming-Time-consuming

-Slow purchasing -Slow purchasing processprocess

Page 11: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Maintenance Checklist for Maintenance Checklist for Purchasing EquipmentPurchasing Equipment

Safety and welfareSafety and welfare

Maintain a complete inventoryMaintain a complete inventory

Page 12: Purchasing of Equipment Dr. Kostelis. Thoughts on Budgets Mistakes commonly made: –Need data to drive request Example: If safety is an issue document

Maintenance Checklist for Maintenance Checklist for Purchasing EquipmentPurchasing Equipment

Purchase quality equipment and Purchase quality equipment and suppliessupplies

Purchase from those you trustPurchase from those you trustReputation of firm to provide serviceReputation of firm to provide serviceConsider maintenance expectationsConsider maintenance expectationsKnow rules and purchasing guidelinesKnow rules and purchasing guidelinesSend everything through one officeSend everything through one office