Areas Of Practice

Facility Planning

Layout Planning and Installation Guide

PHASE 1:
ESTABLISHING PLUS VERIFICATION OF PRESENT SITUATION


ASSESSMENT OF PRESENT SITUATION

Present Inventory
Department by department inventory of all equipment to be relocated to new premises.

Present arrangement
Make detailed drawings of each department indicating area; cubic capacity utilization measure all equipment for surface area, storage for materials plus work-in-process.

Summary chart
present conditions
Department : # work station : # storage capacity

Flow analysis; materials handling
Assessment of movement of all materials, from department to department and within each to understand traffic patterns;. flow; output; plus the actual means to transport the materials; individual workstations will be measured.

Capacity loading
Assessment of min; avg; peak capacity requirements for each department in new installation.

Assessment of health and safety regulations
Regarding physical facilities and equipment plus materials stored as it affects people to perform their jobs e.g. heating plus ventilation; plumbing hazardous materials; sanitary requirements; washrooms, cafeterias, etc.

Timetable of events
A critical path timetable of events will be drawn to up comply with client needs.

 
PHASE II: STATEMENT OF REQUIREMENTS FOR NEW PREMISES

Expansion
Detailed investigation by department of all expansion required with respect to additional equipment or space allocation. A detailed chart will be drawn as sec. A-2 above.

New equipment acquisition
Analysis of new equipment required to improve production process or materials handling; meetings with equipment suppliers.

 
PHASE III: FINALIZATION OF REQUIREMENTS

Following discussions with necessary personnel concerning requirements of new facilities a summary will be made by department to conclude objectives of new facilities. A chart will be made summarizing the square footage plus cubic capacity required by department to satisfy the capacity outlined above.

 
PHASE IV: THE BLOCK DIAGRAM LAYOUT

Using the overall space requirements above a scale floor plan will be used to map out the blocks of space required for each department. Special attention must be paid to flow; and physical constraints of the structure itself; optimum flow patterns will be assessed; e.g. straight line "C" of "U". The client must approve the overall plan at this stage.

 
PHASE V : THE DETAILED AREA LAYOUT

Once the block diagram layout has been approved a detailed drawing will be made for each department of the company.
The department supervisor for each section will be consulted continuously. This individual must be satisfied and ultimately initial the final drawing for his section. Upon placement of the equipment, all supplementary items will be added; e.g. electrical features and outlets; plumbing requirements; telephones and security systems; drywall; floor finishing, etc.
The client will be required to approve the final drawing after all department supervisors have initialed.

 
PHASE 6: DETAILING THE BILL OF MATERIALS

A detailed summary of all materials required will be drawn up to facilitate obtaining of competitive bids.

 
PHASE VII : THE MOVE

New site visitation
During the preparation of the new site, periodic visits will be made to assure conformity to plans.

Preparing for the move
Prior to the move, all equipment to be moved will be numbered and tagged; these I.D. # will be transferred to the floor plan to minimize double handling during the moving-in process. This will also avoid confusion.

 
The move
Teams of individuals will be assigned at the old premise to assure an orderly loading of all vans and trucks. Similarly teams of individuals will be assigned at the new location to assure a prompt and orderly unloading at the new location.

A "Bingo" move plan will be employed to efficiently move all equipment to its final location immediately.

 
PHASE VIII: POST MOVE FOLLOW-UP
Following the move, a settling-in will take place. Minor changes may be required to accommodate unforeseen requirements.

 
FEES AND BILLING
    A: FEES:
    The fees are a function of the extent of client participation.

    The more time the client personnel spends in gathering data or preparing specs; obtaining quotes the less time required for the consultant.

    The billing rates will be discussed in advance prior to project commencement. An estimate of fees plus expenses will be submitted quoting a minimum and maximum range. Expenses will be charged as incurred.

    In order to achieve the minimum billing, it is recommended that an in-house individual be dedicated to the project to assist in the in-house co-ordination plus follow-up of all details. This individual may also assist in obtaining competitive bids.

    B: EXPENSES
    Expenses charged to the client will be for disbursements regarding to the project. This will include all materials, supplies, plan duplication expenses; etc. When working out of the Montreal home office, all transportation plus lodging expenses will be charged as incurred. These items will be discussed in advance with the client to arrive at a mutually acceptable fair arrangement.

    BILLING PROCEDURE
    Upon signing an agreement to proceed, a 20% deposit will be required for Phase I-V, the portion to complete the floor plan. The remaining amount will be billed weekly during phases I-V according to work completed. A mutually agreed schedule will be determined with the client. Our invoice terms are due upon receipt.
COST JUSTIFICATION AND BENEFITS
  • Client ability to continue to focus on daily business operations
  • Minimization / reduction of errors due to lack of experience
  • Ability to obtain better quotes by working from consistent plan
  • Project co-ordination and follow up
  • Facilitation of actual moving in
(A: LAYOUT) MAR 96
(REVISED: JAN/99)
(REVISED: JUN/01)