Some budgeting stuff about first year (guesstimate year) what questions follow this year?
what additional items did i add?
what items are in excess?
what sports require more?
who added more athletes?
coaching changes - braces vs tape...
what is phase 1 of planning the budget?
identify the needs of the program, decide what, where, and how much to collect for each of the identified needs
what is phase 2?
-collect as much info as possible for each identified needs
-priotitize needs and determine causes for each need
What is phase 3?
-develop alternative solutions for each need
-determine budgetary implications for each solution
-intergrate solutions into budget
you should look for what kind of funding??
and dont forget __ costs...
hidden costs - office supplies/photocopying
is this your budget or someone elses
what are some first year woes?
zero based is common for first year
keep running inventory of both consumable and non consumable
consult with vendors for change in prices
under purchasing what catergory are capital items and medium priced annual re buys (salaries consulting fees amb service and med insurance premiums)?
the bulk of the budget and excellent planning would result in only one order and larger discount due to bulk rate...
capital items and then medium priced ann rebuys
lower cost consumable supplies
Bidding ethics, vendors want what?
and why not play one vendor against another?
why is least expensive not the best?
vendors want business
if played it may ruin relationship with both
may be bad cud hav shitty rep
process of accepting delivery of goods from vendors
and check this immediately to ensure all are accounted for and there is no damage
paymen is due within specified time stated on agreement (look up this in book..)
a group that is similar institutions that merge resources to purchase goods in large quants for the purp of receiving volume discounts (district buying and clinic outreaching to multiple schools)
what can bring exp in raising $$?
pooled buying consortium
alumni or booster orgs can raise moolah
what do external funding orgs and programs have??
grants that help specific requests and not annual budgets
drug and alcohol education programs
Conceptual development concerns what two things??
-those that will use the facility
-permanency and cost
who does the planning committee work with?
who makes up the planning committee?
what are primary decision makers... secondary... definers???
-work with architect
-made up of imp. peeps and those that know projects use
-primary: main decisions, stuff thats pheasable, they pay!
what is step 1?? and what are some questions that are tied along with this
-condunct a needs assessment
-what is present clinic caseload? how is it likely to change? is present facility adequate..why? is it suitable for strategic plan? which program probs are related to facilities?
what is step 2? and what are some key factors along with this...
'seek approval for proejct'
months go to years when building
go big cause shit will get cut
be ready to justify and make changes
what is step 3 in the process? what kind of bidding??
why not lowest bid?
'select a construction process model'
lump sum: to get several contractors cost quotes
b/c: does contractor work well with architect? were previous prjects done on time? were previous within budget? do previous projects function correctly? would previous peeps hire same contractor again?
what are some advantages and disadvantages of lump sum bidding??
adv: results in lowest price, ensures fairness, complies with state and federal statutes.
dis: contractors may underbid, less control for owner, contractor might cut corners
general contractor is part of what team?
He includes what kind of fee and can ___ on all aspects of the building?
includes a managers fee
some advs and disadvs to construction management?
adv: construction manager is part of design team and more advice on materials, costs and schedules.
disadv: const. managers fee and no direct control over subcontractors
what constitutes a design build? what are some adv and disadv associtated with this..?
= use only one firm for all aspects of designing and building and there are fewer checks and balances, but fewer peeps to communicate with
adv: easier communi, ability to fast track probs
disadv: fewer checks and balances + greatest potential for major probs
what is step 4? and when can it happen?
what are the three steps of it? what are some priorities?
SELECT an architect and can happer EARLIER
steps: asks friends/colleagues, screen several firms, and commission a design competition.
Priorities: location, specialty, price...
what is step 5? what is the equation to determine space needs? what should be anticipates and what patterns should be known?
EQ: (#patients at peak)/(20 per table) X 100 sq feet =?
growth should be anticipated and traffic patterns
what is step 6? Banks ___ , ___, and tax exempt bonds are part of this...
"secure the required funding"
capitol campaign and endowments
what is step 7? this is only used if using what kind of bidding? what documents are developed in this?
who develops bidding documents?
"bid the constuction"
only done with lump-sum bidding
contruction documents are developed and architect makes the bidding documents
what is step 8? you should ___ the bids! which means to find out what?
move ahead vs ___ vs negotiate vs ___
analyze bids and take action
screen bids! which means to find out why one is signifi less than other
move ahead, delay, negotiate, cancel
what is step 9 and whats in this!?
what is step 10 and what are two peeps involved?
contracts drawn up and actual process begins
gen contractor: company resp for coordinating const of building
subcontractor: hired by contractor
what are some things to not concerning location?
near other health care providers? athletic facilities? locker rooms? outside entrances? in multi purpose building?