THE HELP PROCESS

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

TraditionalEquipment Planning

TraditionalEquipment Procurement

Traditional Equipment Commissioning /

Relocation

Survey ExistingDefine ResponsibilityBudget (Generic/List Price)Specification Cut SheetsLocation DrawingsRoom-by-Room ListSummary by VendorNon P.O. Ready SpecsSystems Planning Finalize Specifications

BiddingNegotiationCompetitive AnalysisAlternativesConsultingP.O. RequisitionsP.O. PreparationP.O. SubmittalExpeditingAccounting Closeout

Installation CoordinationInstallation SupervisionWarehouse SelectionReceiving TrainingWarehouse MonitoringRelocation PlanningInstallation Punch List & Resolution PlanAsset Tagging

Client AdvocacyExcellent Buying ContractsCost BenchmarkingCost SavingsIntegrated Software (HELPro©)Comparative Budget ReportsDaily Market ExposureAutomated Fixed Equipment Specifications (HELPtek©)Digital Equipment Catalog (HELPic©)Integrated Technology

All This Plus:

HELPProject Management

Services

THE HELP PROCESS

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 PhaseDESIGN 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 regardto 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 equipmentresponsibility checklist, tech data book, locationdrawings, 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 PhaseDESIGN 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