THE HELP PROCESS
Professional medical equipment project management is the systematic, knowledgeable process through which all items of capital equipment are budgeted, specified, bought and installed for a healthcare construction project. The system involves checklists, procedures, and controls, which eliminate duplication or omission of equipment and provides coordination between the owner, developer, architects, engineers, contractor, vendors, and medical staff. The system is designed to insure that all equipment decisions and requirements are documented in a timely manner to avoid delays or changes in construction and to allow the equipment to be purchased within budget and delivered on time. The process carries the purchase of equipment through receipt, installation, in- service training, accounts payable, and close-out including final documentation. The process should include all fixed equipment that relates to medical or operational systems, all movable equipment and furnishings, minor equipment such as surgical instrumentation, and the digital technology integration of equipment and systems. Definition of Professional Medical Project Management
THE HELP PROCESS Traditional Equipment Planning Traditional Equipment Procurement Traditional Equipment Commissioning / Relocation Survey Existing Define Responsibility Budget (Generic/List Price) Specification Cut Sheets Location Drawings Room-by-Room List Summary by Vendor Non P.O. Ready Specs Systems Planning Finalize Specifications Bidding Negotiation Competitive Analysis Alternatives Consulting P.O. Requisitions P.O. Preparation P.O. Submittal Expediting Accounting Closeout Installation Coordination Installation Supervision Warehouse Selection Receiving Training Warehouse Monitoring Relocation Planning Installation Punch List & Resolution Plan Asset Tagging Client Advocacy Excellent Buying Contracts Cost Benchmarking Cost Savings Integrated Software (HELPro©) Comparative Budget Reports Daily Market Exposure Automated Fixed Equipment Specifications (HELPtek©) Digital Equipment Catalog (HELPic©) Integrated Technology All This Plus: HELP Project Management Services
THE HELP PROCESS
Facility Design and Development Process: Programming Phase DESIGN ACTIVITIES -Project type / scope / license type -Procedures / volumes -Space / quantity and type of rooms -Location -New building / tenant improvement -Design team -Building Codes -Zoning -Schedule -Space program / block schematics EQUIPMENT ACTIVITIES -Identify needs in equipment planning -Retain Equipment Planner -Survey of existing equipment -Determine procedures / specialties / volumes -Determine quality / goals -Survey staff / administrative and clinical staff preferences / standards / dislikes / buying methods -Review of space program -Preliminary owner furnished equipment budget
THE HELP PROCESS Facility Design and Development Process: Schematic Design Phase DESIGN ACTIVITIES -Preliminary (single line) drawings and review -Preliminary (double line) drawings and review -First integration of medical equipment and systems into drawings -Outline specification book of A&E detail and review -Plan view of casework, doors, sinks, etc. -Exterior elevation studies -Sitting drawings -Preliminary city / state plan reviews -Interview / pre-qualify contractors -Test soils, codes, etc. -Test final schematics against budget EQUIPMENT ACTIVITIES -Initialize equipment responsibility checklist -Preliminary owner specified fixed equipment technical data book, cross referenced to drawings -Preliminary systems narrative / review -Initialize I.T. Discussions -Preliminary owner specified equipment location drawings, cross referenced to the fixed equipment tech data book. -Review equipment book & drawings with A&E -Review of A&E incorporation of owner specified equipment data -Review of equipment book & drawings with client -Review of A&E outline specs -Participate in Schematic Design Meetings -Test / revise / review equipment budget
THE HELP PROCESS Facility Design and Development Process: Design Development Phase DESIGN ACTIVITIES -Start interior elevations / coordination -Locate specialties, equipment, finishes, ceiling heights, etc. -Revise / finalize exterior elevations, parking, etc. -Review / revise all drawings -Integrate owner specified equipment at every level and discipline -Coordinate owner furnished equipment with casework and elevations -Finalize D.D. drawings -Test final D.D. drawings against budget EQUIPMENT ACTIVITIES -Review and amend preliminary owner furnished technical data book and drawings as required. -Finalize systems narratives and develop schematic systems location drawings, i.e. nurse call, medical gas, etc. -Initialize I.T. Drawings -Start room-by-room fixed equipment list, incorporating hard specs and pricing -Review all levels of A&E documents with regard to equipment -Participate in Design Development Review Meetings -Test against equipment budget
THE HELP PROCESS Construction Document Phase: Working Drawings DESIGN ACTIVITIES -Review / expand / finalize all written specifications, including: architectural, mechanical, electrical, plumbing, structural, landscaping, finishes, etc. -Seek and obtain state and local approvals -Incorporate final owner specified equipment responsibility checklist, tech data book, location drawings, and shop drawings into final A&E construction documents -Test against budget and prepare alternate bid packages, if indicated -Prepare / issue / receive and review construction bids -Selection of contractor / sub-contractors EQUIPMENT ACTIVITIES -Finalize Fixed Equipment Specification Book and Drawings -Finalize systems and vendor drawings -Finalize I.T. Systems specs and drawings -Finalize room-by-room fixed equipment list, incorporating hard specs and pricing -Submit Final Equipment Book and Drawings -Review all levels of A&E documents with regard to equipment -Attend pre-construction document coordination meetings -Test against equipment budget -Obtain credit information / equipment financing source
THE HELP PROCESS Facility Design and Development Process: Construction Phase DESIGN ACTIVITIES -Construction administration -Shop drawing review -R.F.I. Management -Site surveys -Punch list -Building approval -Certificate of Occupancy -Open house EQUIPMENT ACTIVITIES -Obtain delivery requirements and develop schedule -Issue fixed equipment P.O.s and expedite -Site Inspection -Finalize movable equipment list / specs and prices -Vendor walk through -Issue movable equipment P.O.s and expedite -RFI assistance -Coordinate equipment delivery, receipt and installation -Installation Punch Lists and Action Plans -Coordinate equipment in-service training -Perform accounts payable for equipment -File freight claims -Open house
THE HELP PROCESS On-Time Within Budget High Level of Satisfaction Outstanding Reference High Quality Product Project Outcome
THE HELP PROCESS