Job Description

Summary: Responsible for taking a direct leadership role in accomplishing the mission and

expands the business unit through successful project management. Responsible for all aspects

of project management through all phases of Commissioning levels 1-5. Manages the Client,

project team, finances, and business growth goals for the company by performing the following

duties.

Duties and Responsibilities include the following. Other duties may be assigned.

1. Acts as Competent Person managing safety on the projects under their control. Insures

that Cx Team members have completed any project specific safety training required and

that proper Job Hazard Analyses (JHAs) have been performed for the work that will be

conducted on the project. Insures that toolbox training has been conducted and recorded

on a weekly basis.*

1. Utilizes the company’s accounting, project management, and resource planning systems

to accurately forecast project resource requirements and billing projections, as well as

expenses on assigned projects.*

1. Updates project information as it is made available and proactively works to resolve

resource conflicts as conflicts are generated.*

1. Determines how money will be spent to accomplish the Scope Of Work (SOW) and

properly accounts for these expenditures. Identifies any variances that develop to SOW

and advises Client in a timely manner of any potential change order as a result of these

variances*

1. Manages all financial aspects of the project to include project opening, accounts payable,

accounts receivable, revenue projections, and project closeout.*

1. Creates and manages the budgeting process which includes estimating, value

engineering, and managing the client's budgetary expectations through the project cycle.*

1. Understands and explains the circumstances driving all financial variances throughout the

project cycle.*

1. Represents the company’s interest in delivery of services in accordance with the

contractual requirements and company standards.*

*Essential Function

1. Creates and manages an overall milestone schedule which includes all facets of the

project and includes relevant owner, design, and construction team activities.*

1. Manages multiple members of the Cx Team which can include project managers, client

representatives, vendors, contractors, end users, and in some cases the entire team in a

design-build scenario.*

1. Plans and manages multiple concurrent activities to accomplish desired project results.*
2. Completes the project opening process to reflect the contracted SOW. Develops a

Schedule Of Values (SOV) based on a planned Work Breakdown Structure (WBS), and

review of project estimate.*

1. Completes the project close-out process to include commissioning reports, as-built

documentation, operations/maintenance manuals, lessons learned that should be applied

to future projects, SharePoint archiving and ultimate project performance.*

1. Maintains PI’s interest during client communication and withholds any potentially sensitive

PI proprietary information.*

1. Responds to new project opportunities as well as presents proposals and credentials to

Client.*

1. Develops positive working relationships with subcontractors and vendors.*
2. Manages the document control process as well as ensures proper and constant

communication with project stakeholders (e.g. Client, construction, and design team).*

1. Leads, supervises, and mentors multiple project resources to include field technical staff

for assigned projects.*

1. Manages a ‘new to’ client team transition.*
2. Manages a ‘new to’ each other CxE relationship for a project.
3. Manages diversity of CxE levels over the course of a project or follow-on projects to

achieve the SOW and budget.*

1. Works to expand current contracted service offering for current clients.
2. Works to identify and develop viable opportunities for additional PI service offerings

outside of the currently contracted service offering for current clients.

1. Works to identify opportunities for BV service offerings that may or may not be the core

business of PI.

*Essential Function

1. Trains/develops PM-2 level and below in industry technical concepts as well as advanced

project management strategies in a positive working environment.

1. Identifies opportunities for professional development for self and supervised employees

as well as pursues ongoing professional development training.

1. Participates in and attends business development functions as needed to represent the

company.

1. Maintains positive outward projection of the company during formal and informal events.

*Essential Function

Supervisory Responsibilities:

Manages subordinate supervisors who are managing projects that the PM-3 is ultimately

accountable for. Responsible for the overall direction, coordination, and evaluation of all

Operations resources deployed to these projects. Supervises approximately 10 employees in a

non-direct report relationship. Carries out supervisory responsibilities in accordance with the

organization's policies and applicable laws. Responsibilities include training employees, planning,

assigning, and directing work, appraising performance, addressing complaints, and resolving

problems.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or

ability required. Reasonable accommodations may be made to enable individuals with disabilities

to perform the essential functions.

Language Ability:

Ability to read, analyze, and interpret contract documents, technical project documentation,

technical procedures, or governmental regulations. Ability to write reports, business

correspondence, and procedure manuals. Ability to effectively present information and respond

to questions from groups of managers, clients, peers, and technical field staff. Ability to tailor

presented information of or query response to receiving party.

Math Ability:

Ability to work with mathematical concepts such as probability and statistical inference, and

fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as

fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to

interpret an extensive variety of technical instructions in mathematical or diagram form and deal

with several abstract and concrete variables

Computer Skills

To perform this job successfully, an individual should have knowledge of word processing

software, spreadsheet software, accounting software, scheduling software, and project

management software.

Education/Experience:

Bachelor's degree (B. A. / B. S.) from four-year college or university; or eight to ten years related

experience and/or training, or equivalent combination of education and experience.

*Essential Function

Certificates and Licenses:

• Valid driver’s license
• Valid passport
• First responder (first aid + CPR) – company provided
• OSHA 30 or local jurisdiction equivalent – company provided
• NFPA 70E – Arc flash training – company provided
• Code of ethics training – company provided
• Additional safety training – company provided

Equipment:

Computer

Knowledge, Skills, and Other Abilities:

• Time management skills
• Active listening skills
• Critical thinking skills
• Problem solving skills
• Oral and written communication skills
• Mastery of the psychrometric chart and

application

• Mastery of energy transfers such as heat,

hydronic, air, electricity, and kinetic and

application

• Mastery of ohms law and application
• Knowledge of contracts and Scope Of

Work (SOW) for projects being managed

• Knowledge of CxE-2 level of technical

concepts

• The ability to monitor and assess

performance of self as well as others

• The ability to consider the relative costs

and benefits of potential actions to

choose the most appropriate one

• The ability to travel by car & airplane
• The ability to travel up to 2 contiguous

weeks, not to exceed 50% of annual

occupational hours

• The ability to motivate, develop, and

direct people

• The ability to provide fair and objective

feedback on a quarterly basis

• The ability to be aware of others’

reactions and understand why they react

as they do

• Problem Analysis – Seeks out pertinent data and determines the source and key dimensions

of a problem.

• Judgement – Reaches logical conclusions based on available information.
• Decisiveness – Chooses from among alternatives and renders timely judgement.
• Planning & Organization – Effectively plans and organizes one’s own activities and/or the

activities of others.

• Follow-Up & control – Ensures that directives have been understood and carried out; monitors

progress.

• Stress Tolerance – Functions in a controlled, effective manner under stress.
• Adaptability – Adjusts approach to reach goal(s).
• Communication – Effectively transmits and receives facts or ideas, orally and in writing.
• Persuasiveness – Effectively moves others to a desired course of action.
• Delegation – Skill at utilizing both staff and line to accomplish SOW & responsibilities.
• Drive – Demonstrates personal accomplishment and a desire to excel.
• Self-Development – Makes an active effort to improve/acquire additional knowledge and skills.

*Essential Function

• Human Relations – Establishes and maintains effective relationships with others (both internal

& external to the organization).

• Leadership – Provides direction and influences/motivates others to achieve goals.

Physical Demands:

Offsite Work Environment:

The physical demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this job. Reasonable accommodations

may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands. The

employee is frequently required to stand, walk, sit, talk and hear. The employee is occasionally

required to reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The

employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by

this job include close vision, distance vision, peripheral vision, depth perception, and ability to

adjust focus.

The noise level in the home or company office environment is usually quiet.

Onsite Work Environment:

The work environment characteristics described here are representative of those an employee

encounters while performing the essential functions of this job. Reasonable accommodations

may be made to enable individuals with disabilities to perform the essential functions.

In addition to the “Offsite Work Environment” physical demands, while performing the duties of

this job, the employee is regularly exposed to outdoor weather conditions. The employee is

frequently exposed to work near moving mechanical components and assemblies. The

employee is frequently exposed to work near energized electrical components and assemblies.

The employee is occasionally exposed to work in high, precarious places, fumes or airborne

particles, extreme cold (non-weather), extreme heat (non-weather), and risk of electrical shock.

The noise level at the project site is usually loud and often requires some form or multiple forms

of hearing protection.

Work Schedule:

This position may entail working more than 8 hours a day, and potentially working on Saturday

or Sunday depending on project assignments