Equipment planning services provided by Euthenics, Incorporated
(EI) are varied and designed to be meet the individual project
requirements. This checklist includes the preparation of Bid
Documents, an expanded Construction Administration Phase and
complete Procurement Management Services.
Bid Documents Phase
q Project schedule updated
q Terms and Conditions report
q Room-by-room equipment report
q Project items reports by responsibility
q CFCI
q CFCI Item Specifications
q OFCI
q RECI
q OFOI
q REOI
q LEASE
q Architect Information Report
(AIR) of Groups I & II and selected Group II equipment with
technical data sheets
q Phase closeout and approval
Construction Administration Phase
q Project Schedule updated
q Attend Owner, Architect, Contractor
(OAC) meetings
q Reply to RFI's
q Shop drawing reviews
q Field Inspections with reports
q Equipment change request forms
(linked to purchases)
q Minutes for EI conducted meetings
q Phase closeout and approval
Procurement Management Phase
q Review procurement plans and
strategies with Owner
q Project schedule updated
q Provide Bid services for limited
but reasonable number of items
q Provide Quotations Book for
OFCI, OFOI, and OFVI major equipment and relocation of reuse
equipment (RE) requiring vendor involvement
q Prepare Manufacturer's Summary
report
q Establish PO Format and process
(FEL used as basis for procurement)
q Establish delivery timeframe
with Owner and General Contractor
q Identify PO issue dates for
OFCI, OFOI, and OFVI equipment
q Prepare PO Cost Tracking and
delivery log
q Issue OFCI PO's in Owner's
name
q Issue OFOI PO's in Owner's
name
q Issue OFVI PO's in Owner's
name
q Issue REO or V in Owner's
name
q Engage warehouse facilities
q Expedite and coordinate equipment
deliveries
q Develop receiving procedure
and train responsible party
q Coordinate In-Service training
q Final inspection and punch
list
q Minutes for EI conducted meetings
q Project closeout and approval
Facility Activation and Occupancy Planning
q Establish management structure
and process to deal with activation and occupancy issues
q Develop a preliminary transition
budget
q Administer a questionnaire
to reveal departmental activation and occupancy needs and document
inter-departmental dependencies
q Establish preliminary an activation
and occupancy schedule noting key events and tasks
q Conduct continuing series
of developmental meetings with Owner's task forces and refine
activation and occupancy schedule and budget / task assignments
q Develop methodology specific
to the Owner's needs for communicating relevant activation and
occupancy issues and answers
q Finalize activation and occupancy
schedule
q Develop and adminsiter a detailed
departmental move plan
q Develop and administer, under
the guidance of the Owner's clinical leadership, a patient move
plan
q Develop and administer a mock
move exercise