Medical Equipment Planner

J  o  b    D  e  s  c  r  i  p  t  i  o  n

JOB INFORMATION

Effective Date:

4/5/2026

Entity:

Wisconsin

Job Code:

420057

Job Title:

Medical Equipment Planner

FLSA Exemption Status:

Exempt

Management Level:

Individual Contributor

JOB SUMMARY

The Medical Equipment Planner is responsible for planning, coordinating, and implementing medical equipment for construction, renovation, and capital projects. Work will be from early design through design completion, equipment procurement, installation, and project closeout. This role develops equipment inventories, budgets, supports procurement and vendor coordination, and installation. Projects will vary in size and will require the Medical Equipment Planner to partner with cross-functional teams of internal and external stakeholders, both internal and external, including but not limited to planning, design & construction, clinical operations, healthcare technology management, procurement, finance, maintenance and engineering services, architects, engineers, vendors and contractors.

ESSENTIAL DUTIES

•

Prepares presentations and ensures consistent communication related to project or operational assignments. Independently develops and presents multiple options to senior leadership.

•

Plans the medical equipment scope for healthcare projects and keeps stakeholders informed.

•

Leads equipment planning sessions and user group meetings across all project phases.

•

Schedules and supports vendor presentations/site visits as required.

•

Obtains and compares quotes, updates budgets, generates equipment lists within established standards and guidelines. Secures stakeholder sign off on final equipment lists, enters requisitions for purchase orders, and develop receiving & installation plan.

•

Reviews drawings and coordinates equipment requirements; ensures dimensional accuracy and confirms utility requirements are met.

•

Coordinates delivery, storage, and installation of medical equipment; assists with inventories and move-management.

•

Researches emerging technologies/products in collaboration with clinical teams and healthcare technology management staff.

As needed, additional responsibilities reasonably within the scope of duties and physical requirements may be assigned.  ALL DUTIES AND REQUIREMENTS MUST BE PERFORMED CONSISTENT WITH THE UW HEALTH PERFORMANCE STANDARDS AND RESPECT FOR PEOPLE COMMITTMENTS.

X

Non-Clinical

JOB REQUIREMENTS

Bachelor's Degree

in biomedical engineering, healthcare, or supply chain related field.

Required

3 years

Experience in healthcare related field including medical equipment planning, clinical engineering, or medical equipment procurement.

Required

5 years

Experience in medical equipment planning for a healthcare system or consulting firm.

Preferred

Certified Medical Planner (CMP)

Preferred

LICENSE, CERTIFICATIONS, AND REGISTRATIONS MUST BE MAINTAINED PER UW HEALTH POLICY. 

•

Strong interpersonal and meeting facilitation skills.

•

Strong negotiation and delegation skills.

•

Ability to make judgments in demanding situations

•

Ability to react to frequent changes in duties and volume of work

•

Ability to manage multiple concurrent activities

•

Demonstrated expertise of business document production (i.e. spreadsheets, contracts, memos, etc.)

•

Excellent written and verbal communication skills

•

Ability to work in a team environment and to collaborate with a variety of professionals.

•

Demonstrate knowledge of quantitative analysis.

•

Communicator who strives to create win-win solutions

•

Ability to analyze information from multiple sources and make recommendations and/or decisions.

PHYSICAL REQUIREMENTS/WORKING CONDITIONS

☐

Sedentary: Sedentary work involves lifting no more than 10 pounds at a time and occasionally lifting or carrying articles like docket files, ledgers, and small tools. Although a sedentary job is defined as one which involves sitting, a certain amount of walking and standing is often necessary in carrying out job duties. Jobs are sedentary if walking and standing are required occasionally and other sedentary criteria are met.

Up to 10 lbs.

Negligible Weight

No Weight

☐

Light: Light work involves lifting no more than 20 pounds at a time with frequent lifting or carrying of objects weighing up to 10 pounds. Even though the weight lifted may be very little, a job is in this category when it requires a good deal of walking or standing, or when it involves sitting most of the time with some pushing and pulling of arm or leg controls. To be considered capable of performing a full or wide range of light work, you must have the ability to do substantially all of these activities. If someone can do light work, we determine that they can also do sedentary work, unless there are additional limiting factors such as loss of fine dexterity or inability to sit for long periods of time.

11-25 lbs.

1 - 10 lbs.

Negligible weight

☒

Medium: Medium work involves lifting no more than 50 pounds at a time with frequent lifting or carrying of objects weighing up to 25 pounds. If someone can do medium work, we determine that they can also do sedentary and light work.

26-50 lbs.

11-25 lbs.

1 - 10 lbs.

☐

Heavy: Heavy work involves lifting no more than 100 pounds at a time with frequent lifting or carrying of objects weighing up to 50 pounds. If someone can do heavy work, we determine that they can also do medium, light, and sedentary work.

51-100 lbs.

26-50 lbs.

11-25 lbs.

☐

Very Heavy: Very heavy work involves lifting objects weighing more than 100 pounds at a time with frequent lifting or carrying of objects weighing 50 pounds or more. If someone can do very heavy work, we determine that they can also do heavy, medium, light, and sedentary work.

Over 100 lbs.

Over 50 lbs.

Over 25 lbs.

Other - list any other physical requirements or bona fide occupational qualifications not indicated above:

Over 50 lbs.

UW Health does not require, nor does it expect that its employees lift more than 50 lbs unassisted. Objects in excess of 50 lbs should be lifted or moved with mechanical means or through a team lift. Employees in patient care areas are expected to utilize mechanical lifts and adhere to the "Use of Mechanical Lifts (Liko)" policy in the Patient Services Policy and Procedure Manual.

Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.

THE EMPLOYEE MUST BE ABLE TO COMPLETE ALL PHYSICAL REQUIREMENTS OF THE JOB WITH OR WITHOUT AN APPROVED ACCOMODATION. Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.