Welcome Fleet Acquisition and Disposal Workshop

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Welcome!Fleet Acquisition and Disposal Workshop

• Please be seated at a table by fleet type to
  facilitate discussion (check table cards)
• Commercial
• Government
• Utility
• Presentation starts 215 PM

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Fleet Acquisition and Disposal Workshop
NAFAs
Fleet Acquisition and Disposal
Guide

• National Association of Fleet Administrators
• 2004 Fleet Management Institute
• Atlanta, Georgia

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Ruth Alfson, CAFM

• Fleet Manager, Seminole County Fleet Services
  Division
• 14-Years Fleet Management Experience
• CAFM - 1996
• Trustee, NAFA

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Christopher D. Amos, CAFM

• Commissioner of Equipment Services, City of St.
  Louis Senior Associate, Mercury Associates
• 24-Years Fleet Management Experience
• MS in Systems Management CAFM - 1994

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Walter J. Burnett, CAFM

• Building Vehicle Maintenance Superintendent,Cit
  y of Beverly Hills
• 23-Years Fleet Management Experience
• BA CAFM 1990
• Vice President, NAFA

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Doyle R. Sumrall

• Director of Business Development, National Truck
  Equipment Association (NTEA)
• 32 years Experience in the Transportation
  Industry
• BS in Mechanical Engineering

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Major Katherine Vigneau, CAFM

• Fleet Projects Officer, Department of National
  Defence, Canada
• 15-Years Transportation Management Experience
• MBA P-Log CAFM 2000

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Introduction
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Fleet Acquisition and Disposal Guide

• Spring 2005 Publication
• Key Contents
• Lifecycle Cost Analysis
• Lease/Buy/Rent/Reimburse
• Selecting Vehicles
• Remarketing/Disposal
• Sample RFPs
• Sample Vehicle Specs

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Agenda

• Introduction 5 min.
• Presentation 10 min.
• Strategic Planning and Vehicle Acquisition
• Implementation Processes
• Acquisition and Strategic Planning
• Round Table Discussion 10 min.
• Group Reporting 15 min.

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Agenda (continued)

• Presentation 10 min.
• Specifying Vehicles
• What is a specification?
• Three types of vehicle specifications
• 5 Steps for Specing
• Partnering and Resources
• Round Table Discussion 15 min.
• Group Reporting 15 min.

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Agenda (continued)

• Presentation 10 min.
• Managing Depreciation
• What is depreciation?
• Disposal process
• Factors impacting resale value
• Round Table Discussion 15 min.
• Group Reporting 15 min.

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Agenda (continued)

• Project Rollout and Preview 5 min.
• Questions Answers 5 min.
• Closing

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Strategic Planning and Vehicle Acquisition
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The Process

• Developing the top level goals, objectives and
  guiding principals of an organization.
• Communicating the vision throughout the
  organization.
• Developing, at each level in the organization,
  operation plans to support and accomplish the
  strategic plan.
• To provide feedback.
• Celebrating the accomplishments.

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Strategic Planning Leadership

• Skillful management/leadership in getting the
  better of an adversary.
• Manage - to direct, to control, to cope with, to
  succeed
• Lead- to show the way, to guide, to direct, to
  persuade, to play the first card of a round, to
  show the way, guidance!

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(No Transcript)
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Implementation Process
Growth
Doesnt support growth
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Buy - 36 mos/80,000 miles
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Implementation Process
Growth
Supports Growth Objective
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X
Buy 36 mos/80,000 mi
Buy 48 mos/100,000 mi
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Providing Transportation
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Discussion Points

• Are you part of your organizations strategic
  planning process?
• What decisions do your organizations planners
  and fleet managers make?
• How do you align your fleet acquisition policy
  with your organizations strategic plan?

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Group Reporting

• 2-Minutes Remaining

• 1-Minute Remaining

• Please Conclude Discussion Now

• Table Spokesperson Please Report Key Thoughts lt
  1-min

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Specifying Vehicles
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What is a Specification?

• SPECIFICATIONS describe the minimum standards
  which will identify equipment to efficiently
  perform the intended work at the least possible
  cost.

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Vehicle Spec Types

• Performance
• Design
• Proprietary

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Five Steps of Specing Vehicles

• Understand the Application
• Understand the Operating Parameters
• Select the Chassis
• Select the Power Train
• Select the Body and Equipment

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Partnering and Resources

• End Users
• Managers and Supervisors
• Vehicle and Equipment Professionals
• Fleet Professionals
• Trade Associations and Journals
• Demos
• Operating History
• Software

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Discussion Points

• When do you use performance, design or
  proprietary specs (under what circumstances)?
• What resources do you use and why do you use them
  (suppliers, software, etc.)?
• What is your process for spec development?

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Group Reporting

• 2-Minutes Remaining

• 1-Minute Remaining

• Please Conclude Discussion Now

• Table Spokesperson Please Report Key Thoughts lt
  1-min

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Managing Depreciation
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What is Depreciation?
Net Acquisition Cost (purchase price cost to
place in service) Net Resale Revenue (resale
price cost to sell) Effective
Depreciation (value of vehicle consumed in use)
21,600 - 7,200 14,400
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Vehicle Disposal
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Factors Impacting Resale

• Vehicle Age
• Accumulated Mileage
• Options
• Geographic Location
• Maintenance
• Insurance Funding
• Intangibles

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Discussion Points

• What limitations does your organizations
  strategic plan place on your ability to manage
  depreciation?
• How do you minimize depreciation and maximize
  residual value?

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Group Reporting

• 2-Minutes Remaining

• 1-Minute Remaining

• Please Conclude Discussion Now

• Table Spokesperson Please Report Key Thoughts lt
  1-min

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ProjectRolloutandPreview
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Fleet Cost Allocation Guide

• Available Now
• Key Contents
• Accounting Methods, Standards Practices
• Chargeback Systems
• Fleet Cost Allocation Process
• Fleet Program Overviews
• Benchmarking Survey
• Companion CD

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Fleet Information Management Guide

• Available Spring 2005
• Key Contents
• Information Infrastructure (computer hardware and
  networking)
• Computer Software
• Researching the Internet
• Security, Backup and Recovery
• Safe ComputingErgonomics

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Questions Answers
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Contact Us With Your Content/Suggestions
Ruth Alfson, CAFM Project Team Leader ralfson_at_semi
nolecountyfl.gov
Chris Amos, CAFM Editor cdamos_at_swbell.net
FADG Project List-serve www.nafa.org
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Thank You!
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