Your Machinery Procurement Checklist for D&T and STEAM education

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Whats inside...

Ifyouareresponsibleforprocuringnewmachineryforyourdepartment,thereareseveralthingsthatyouwillneedto consider.Thischecklistwillhelpyouensuretherightequipmentisselected,procured,andinstalledproperlytosupport teaching,learning,andpracticalproectseffectively.

Needsanalysis+planning

Machineryselection+purchase

Installation+commissioning

Traininganddocumentation

Ongoingmaintenance+ inspection

Identifyingneeds

Budgetallocation

Spaceassessment

Riskassessment

Researchandselection

Purchasingprocess

Documentation

Professionalinstallation

Postinstallation

Stafftraining

Documentation&records

Regularmaintenance

Serviceplans

Safetyinspections

Compliance

Make sure you have everything covered by simply ticking the check boxes as you go through the document

Needs Assessment and Planning

IdentifyingNeeds

Whatspecifictaskswillthemachinerybe usedfor?Whatmaterialsandcapacities areneeded? Whatskilllevelswillbeusingthe machinery?Willthismachinealsobeused bystudents?

Considersafetyrequirements,safe workingdistances,location.

BudgetAllocation

Determinetheavailablebudgetforthe purchaseandinstallation.

Considertooling/accessoriescostsand potentialmaintenanceandrepaircosts.

Needs Assessment and Planning

SpaceAssessment

Considerthelocationofthemachineand theavailablespaceforsafeworking.

Ensureadequateventilation,lighting, powersupply,andwhethertheseaspects willbeconsideredaspartofthe installation.

Willtherebeaccessconsiderationsto installthemachinery.Conductasitesurveyifrequired,speaktochosen supplierstoorganisethis.

RiskAssessment

Identifypotentialhazardsassociatedwith themachineryandthelocation.

Considertheusersofthemachinery,will studentsuseitorusttechnicalstaff? Developariskmitigationplan.

Machinery Selection and Purchase

ResearchandSelection

Researchreputablemanufacturersandsuppliers andconsiderpre-saleandpost-salessupport.

Considermachinespecifications,safetyfeatures, andwarranty,isitfitforpurposeandsafeforan educationalenvironment?

Consultwithindustryexpertsorotherschoolsfor recommendations,ifpossible,seethemachineryin person.

t:01743812200 e:customersupport@wf-educationcom

Machinery Selection and Purchase

PurchasingProcess

Obtainmultiplequotesfromdiffere andbeawareofcomparingpricing productandthatofdifferentspecif

Negotiatepricesandtermsofpurch deliverycostandleadtimeaccepta additionalextras?

Ensurecompliancewithprocuremen procedures.

Documentation

Maintainrecordsofpurchaseorders warranties. t:01743812200

Installation and Commissioning

lInstallation elivery,installationand serviceprovidedbyyour r? tionengineersarefully ompliantwiththerelevant pendingontheequipment ncewithmanufacturer's onstokeepthemachine

ation ionengineershavefully ry,stopswitchesandany ections. uipmentfamiliarisation esupplierwhererelevant.

Ongoing Maintenance and Inspection

RegularMaintenance

Establisharegularmaintenanceschedulefor eachmachinewhichislogged.

Nominateindividualstoberesponsiblefor carryingoutmaintenancetasksafterfulltraining.

Cleanandlubricatepartsasperthe manufacturersrecommendations.

Replacewornordamagedpartspromptly,in-line withthemanufacturerwarrantyschedule.

ServicePlans

Tomakemaintenancehasslefree,considera serviceandmaintenanceagreementwithyour chosensupplier.

Canyoucovermultiplemachinesinoneagreement forregularservicingandpartsreplacement?

Ongoing Maintenance and Inspection

SafetyInspections

Conductregularsafetyinspectionstoidentify potentialhazardsconsideringmachineoperation, recentmaintenancework,safeworking environment.

Compliance

Ensurecompliancewithallrelevanthealthand safetyregulations. Stayupdatedonindustrystandardsandbest practices.

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