Equipment Maintenance Office Supplies Replenishment Facilities Management – New Equipment New Equipment Equipment Maintenance Office Supplies Replenishment Description: This workflow describes all the steps required to managing the purchasing of new office equipment. Office equipment include but are not limited to printers, desks, tables, etc. This workflow is reactionary, meaning it’s only initiated when someone identifies the need to replace or purchase a new piece of equipment. Process Checklist PREPARE ROLE TASK DETAILS/TIPS Client Service Associate Consult Team for Necessary Requirements Survey the team for equipment requirements, while taking notes on the specifics of their feedback, including features, integration, brand, etc. If replacing old equipment, collect feedback about it’s pros and cons This helps determine whether it’s best just to re-order the same piece of equipment again or consider better options that align with team feedback Confirm the firm’s budget for purchasing the new equipment Generally this is determined by the firm’s Advisor or office manager Finalize a prioritized list of requirements based on the team’s feedback Prioritizing the list helps streamline the decision-making process when it comes to comparing different equipment based off of costs and benefits If possible, categorize the list of requirements into two categories: Must-haves – Meaning the team cannot use the equipment unless it meets these specific requirements Nice-to-haves – Meaning the team would like the equipment to meet these specifics requirement Review Options & Select Equipment Research the products that meet the team’s requirements Compare the products across costs, features, customer reviews, and training requirements Consider creating a table to compare the different products and fill-in how they compare across the different requirements to help make the comparison more objective Identify the best equipment option for the firm based on this comparison Provide all the product information to the Advisor for review before making the purchase Advisor Evaluate Equipment & Approve Purchase Review the selected equipment’s features and pricing Address any questions or concerns about the product or the purchase Approve the purchase of the new equipment as appropriate Ensure all information necessary for accessing the funds for the purchase is made available sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.

Equipment Maintenance Office Supplies Replenishment Facilities Management – New Equipment New Equipment Equipment Maintenance Office Supplies Replenishment Process Checklist CONDUCT ROLE TASK DETAILS/TIPS Client Service Associate Coordinate Purchasing of Equipment Submit all the information to the vendor to purchase the new equipment This could be submitted via an online or paper form, over the phone, online shopping website, etc. depending the vendor’s requirements Collect any order confirmation and delivery information for record-keeping purposes Schedule any professional installation services, as applicable Notify any team members of the purchase as appropriate This is especially important if the delivery of the equipment requires someone be onsite or if the installation will interrupt the firm in any way Process Checklist FOLLOW-UP ROLE TASK DETAILS/TIPS Client Service Associate Oversee Tasks to Implement New Equipment Confirm the receipt and/or installation of the new equipment Review and test the new equipment to ensure it works as expected Address any questions or issues with the vendor Notify team members and coordinate any training on how to operate the new equipment Training could be how-to instructions posted next to the equipment or distribute to the team or it could be a scheduled in-person training session depending on the complexity of the equipment sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.