Responsible to maintain continuity of design and layout standards throughout all facilities in the Credit Union. Manages the master plan for the CU campus. Acts as the expert in relation to all furniture and workstation selections. Assists project coordinators with budgeting, planning, scheduling, and execution of facility projects as needed. Maintains proper finish specification history in project files. Specifies the interior finish, furniture and décor items on campus and branches. Establishes and maintains positive relations with vendors and suppliers, and coordinates all internal project tasks to be completed by various departments. Reviews accounts payable items for accuracy and proper allocation to the GL accounts, forwards billing documents to Accounting. Performs miscellaneous Operations Services departmental functions as required.
1. Assumes responsibility for effective and efficient development, scheduling, budgeting, and completion of non-routine remodel and construction project operations.
a. Acts as a liaison between the Credit Union, architect, department personnel, vendors, contractors, and sub-contractors. Position provides direction to the architect regarding building specifications, space requirements, and other relevant information during the planning phases.
b. Ensures quality control during all planning and construction phases.
c. Prepares and updates internal project schedules and budgets as needed. Assistance in department equipment purchases. Schedules and coordinates internal departments to perform work necessary complete the project.
d. Directs vendor/contractor selection and material purchases. Creates interior finish, color, furniture and décor selections.
e. Visits job sites on a regular basis to assist with or resolve project issues and concerns.
f. Ensures efficient and well coordinated operations. Holds pre-job, post-job, and periodic project task coordination meetings with all internal operational personnel. Participates in periodic planning and review meetings with the Vice President of Operations, Regional Vice Presidents, architects, vendors, contractors, sub-contractors to review costs, schedules, and contracts, and to discuss suggestions for improved operations.
2. Assumes responsibility for ensuring effective cost controls during all project phases.
a. Researches, analyzes, and oversees vendor’s sub-contractors and contractors to ensure that supplies, equipment, and services are of acceptable quality, competitively priced, and delivered in a timely manner.
b. Prepares and analyzes bids. Obtains project requisitions, performs product/service analyses and selection, and prepares and submits purchase orders. Manages the acquisitions of office furniture and decor.
c. Ensures that all purchasing functions are in accordance with established project budgets. Checks project records and documents for accuracy and completeness.
d. Reviews and reconciles all project-related invoices to ensure accuracy, proper GL allocation, and compliance with contract terms
e. Ensures that all purchasing functions are completed in accordance with established policies, procedures and systems of the Credit Union.
3. Assumes responsibility for establishing and maintaining effective business relations with vendors, contractor, suppliers and external trade contacts.
a. Represents the Credit Union in planning and purchasing transactions.
b. Maintains long-term productive relationships with suppliers, vendors, and external project contracts.
c. Maintains and projects the Credit Unions professional reputation.
d. Obtains and conveys information to construction supervisors as needed.
e. Conducts information meetings to ensure that all external support contacts are well informed and up-to-date on project development and requirements.
f. Attends trade association meetings/conferences as assigned.
4. Assumes responsibility for establishing and maintaining effective communication and coordination with Credit Union personnel and Management.
a. Provides leadership through effective goal setting, delegation, and communication. Conducts regular project meetings to ensure that operational personnel are well-informed of changes in scheduling and project requirements. Discusses areas needing improvement.
b. Directs, schedules, and coordinates personnel provides assistance and support as needed.
c. Assists and supports Branches and departments as needed.
d. Keeps the Operations Services Asst Manager of Projects, Operations Services Manager and Sr. Vice President of Operations informed of area activities and of any significant problems. Provides recommendations to improve productivity, ensure the quality of supplies and equipment, and meet bottom line requirements.
e. Attends and participates in meetings and committees as assigned.
5. Assumes responsibility for overseeing the Master Plan for the Credit Union Campus.
a. Conducts annual review of growth for each department, and prepares appropriate documentation.
b. Evaluates space available for department growth, and creates appropriate floor plans.
c. Maintains correct as-builds of all buildings.
d. Shares responsibility with Maintenance and Security departments for OSHA and ADA evaluations.
6. Assumes responsibility for related duties as required or assigned.
a. Keeps work areas clean, secure, and well-maintained.
b. Maintains the furniture asset transfers and disposals.