Facilities/Capital Manager (HO.26.19)

The job Responsibilities for Facilities/ Capital Manager Position are as follows:

Review existing information

• Review available facility records, maintenance histories, inspection reports, drawings, asset lists, budgets, previous capital plans, and other relevant documentation.
• Identify missing, outdated, or incomplete facility and asset information.

Develop an asset inventory

• Create or validate an inventory of major physical assets and building-system components for each assigned location.
• Record available information regarding asset type, location, age, condition, maintenance history, expected lifecycle, and replacement considerations.
• Establish a consistent format for maintaining asset information after the assignment ends.

Conduct facility condition assessments

• Visit and assess Excel Society residences, DAL buildings, and other assigned locations.
• Evaluate the observable condition and performance of mechanical, electrical, architectural, structural, life-safety, exterior, and landscape components.
• Document deficiencies, photographs, available lifecycle information, and recommended actions.
• Identify conditions requiring specialist review where an assessment falls outside the Employee's qualifications or authority.

Assess and prioritize risk

• Evaluate identified deficiencies based on factors such as condition, probability of failure, operational impact, safety, compliance, business continuity, cost, and consequences of deferral.
• Apply a consistent prioritization methodology across all locations.
• Promptly escalates any observed condition that may present an immediate safety, compliance, or operational concern.

Develop maintenance recommendations

• Identify preventive maintenance and lifecycle maintenance requirements for major building systems and assets.
• Distinguish between routine maintenance, corrective maintenance, minor repairs, and capital renewal requirements.
• Recommend maintenance priorities for deficiencies that will not be included in the capital plan.
• Identify opportunities to improve maintenance documentation and scheduling.

Develop the five-year rolling capital plan

• Prepare a proposed five-year capital renewal and replacement plan covering all assessed locations.
• Identify, describe, prioritize, and schedule recommended capital initiatives.
• Provide preliminary budgetary cost estimates or cost ranges based on available information.
• Document the rationale, urgency, risk, dependencies, and consequences of deferral for each recommended initiative.
• Align recommendations with Excel Society's operational needs, corporate priorities, and available resources.

Create supporting tools and documentation

• Establish standardized templates for asset records, condition assessments, maintenance recommendations, project prioritization, and capital-plan updates.
• Organize electronic documentation using Excel Society's approved systems and Microsoft 365 applications.
• Develop a recommended process for updating the asset inventory and five-year capital plan after the temporary assignment concludes.

Coordinate with stakeholders

• Consult with the Director of Infrastructure and Capital Planning, site leaders, operational employees, Finance, maintenance personnel, contractors, and other relevant stakeholders.
• Obtain information regarding known facility issues, service disruptions, completed work, and operational priorities.
• Coordinate site access and assessment activities with minimal disruption to programs, residents, and employees.

Report findings and transfer knowledge

• Provide regular progress reports to the Director of Infrastructure and Capital Planning.
• Present preliminary findings and priorities for review before finalizing the capital plan.
• Prepare and deliver a final written report, supporting documentation, and presentation.
• Conduct a knowledge-transfer session explaining the capital plan, asset records, maintenance recommendations, prioritization method, and required follow-up activities.