Planner Estimator

Summary

Job Category:
Facility Planning, Design, and Construction
Job Title:
Planner Estimator
Job Category Definition:
This category covers all aspects of facility management, master planning, real estate services, building and infrastructure design, project design reviews, design and construction standard development, and construction project management. Responsibilities of these positions include: programmatic administration, coordination and management of projects, budgetary oversight, facilities management, and leadership of programs and services. Functions may include specialized architectural, engineering, site, and construction services; energy engineering; building code analysis; project scheduling, estimating, and management; and support of operations and maintenance.
Job Title Definition:
The Planner Estimator plans, estimates, and manages single and multiple discipline internally funded major maintenance projects. Projects are initiated from work orders, project requests, and facility inspections. The Planner Estimator allocates available material and labor resources; honors the constraints of scope, schedule, and budget; assists project coordinators and project managers with project development; provides design estimates for feasibility studies and conceptual designs for developing customer and internal budgets. Duties are performed at various levels within the defined title.
Working Conditions:
Specific physical requirements and effort are outlined in Job Responsibilities Worksheet (list of essential job duties and responsibilities specific to a particular job at the unit level) in accordance with the Americans with Disabilities Act of 1990 (ADA).
Other Requirements:
Depending on the specific position held, a valid PA Driver’s License and ability to operate a motor vehicle may be required.

Levels

Level Details
Job Code Salary Band FLSA Status
FCPD0101 H Non-Exempt

Level 1 positions typically demonstrate baseline working knowledge of routine work applications; follow standard principles and systems and use appropriate terminology associated with a particular field of specialization; participate as a team member in a collaborative environment within a diverse workforce; actively contribute to completion of team goals and assigned tasks; clearly communicate information, ideas, or instructions verbally and in writing; follow recommended approach to assigned work to facilitate achievement of desired results; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under direct and frequent supervision while performing routine duties using established procedures with detailed instructions.

Typical Education & Experience

0+ years related experience

Associate’s Degree or higher

Or an equivalent combination of education and experience

Valid PA Driver’s License and ability to operate a motor vehicle may be required

Typical Work Duties
  • Prepare estimates for maintenance work orders; transfer estimate data to appropriate accounting and scheduling data management systems
  • Consult with clients and personnel in other departments to discuss task scope
  • Assist with field assessments for asset labeling
  • Review work requests, verify asset information, and add/correct job plans
  • Aid in the development of Preventive Maintenance plans and assignments
  • Collect and input asset data into CMMS program
  • Assist in the procurement of materials for task completion
  • Complete assignments under the direction of senior planner team

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level Details
Job Code Salary Band FLSA Status
FCPD0102 I Non-Exempt

Level 2 positions typically demonstrate intermediate knowledge of the concepts, practices and procedures of a particular field of specialization; perform intermediate tasks in defined skill areas/applications by continuously building on current job knowledge; maintain effective relationships with peers, vendors, and others in a diverse environment; support team decisions and follow through with team responsibilities; interpret information, ideas and instructions and communicate clearly and accurately both verbally and in writing including materials intended for distribution; determine causes of unusual occurrences and apply standard principles and practices to determine and implement solutions; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under general supervision, while performing assignments that are varied and that may be somewhat difficult in character, but usually involve limited responsibility.

Typical Education & Experience

0+ years related experience

Bachelor’s Degree or higher

Or an equivalent combination of education and experience

Valid PA Driver’s License and ability to operate a motor vehicle may be required

Typical Work Duties
  • Monitor and inspect in progress work to assure that work is being performed as planned, and in compliance with safety codes and regulations
  • Assist project supervisors and field personnel in constructability issues; evaluate proposed field changes and estimate change orders
  • Collect and input asset data into CMMS program
  • Aid in the development of Preventive Maintenance plans and assignments
  • Review work requests, verify asset information, and add/correct job plans
  • Conduct field assessment of asset labeling
  • Consult with clients and personnel in other departments to discuss task scope
  • Prepare estimates for maintenance work orders; transfer estimate data to appropriate accounting and scheduling data management systems
  • Assist in the procurement of materials for task completion
  • Complete assignments under the direction of senior planner team

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 3  

Level Details
Job Code Salary Band FLSA Status
FCPD0103 J Exempt

Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters.

Typical Education & Experience

4+ years related experience

Bachelor’s Degree or higher

Or an equivalent combination of education and experience

Required Certifications, Registrations or Licensure:
Building Code certification in one or more related disciplines preferred; 30 Hour OSHA Certification preferred; Valid PA Driver’s License and ability to operate a motor vehicle may be required

Typical Work Duties
  • Consult with clients, and personnel in other departments to discuss and formulate project scope
  • Prepare estimates for projects using software and interfaces to transfer estimate data to data management systems in accounting, scheduling, and project management; prepare working folders, purchase orders, and other required information necessary for the proper execution of the work
  • Coordinate projects from inception to close out and update project progress activities in project data management systems
  • Monitor and inspect the work in progress to assure that work is being performed as planned, and in compliance with safety codes and safety regulations
  • Assist project supervisors and field personnel in constructability issues; evaluate proposed field changes and estimate change orders
  • Prepare design development estimates from feasibility studies and conceptual design documents provided by others
  • Transfer estimate data to data management systems in accounting, scheduling, and project management
  • Analyze design documents to prepare time, cost, materials, and labor estimates
  • Awareness of University commitment to diversity and active in pursuing MBE/WBE participation when possible

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 4  

Level Details
Job Code Salary Band FLSA Status
FCPD0104 K Exempt

Level 4 positions typically demonstrate advanced knowledge of principles, practices, and procedures of a particular field of specialization and complete complex assignments; integrate complex elements from other specialties into work assignments; demonstrate a strong commitment to inclusionary practices which support diversity throughout the University; establish a shared vision and take responsibility for the achievement of team goals, and provide direction for appropriate implementation of plans; present ideas, concepts and instructions in a clear manner, and use persuasion and negotiation to build consensus and cooperation; ensure safe practices and environmental consciousness are exhibited in decisions; develop new techniques, concepts, theories, programs or solutions and apply them to complex strategic operating issues; typically work independently on complex work assignments, review progress and evaluate results and update management as appropriate; may direct and delegate work to lower-level staff.

Typical Education & Experience

6+ years related experience

Bachelor’s Degree or higher

Or an equivalent combination of education and experience

Required Certifications, Registrations or Licensure:
Building Code certification in one or more related disciplines preferred; 30 Hour OSHA Certification preferred; Valid PA Driver’s License and ability to operate a motor vehicle may be required

Typical Work Duties
  • Supervise, hire, and evaluate of assigned staff to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
  • Leader of one discipline (architectural, mechanical, electrical, or re estimating)
  • Coordinate estimates for projects using software and interfaces to transfer estimate data to data management systems in accounting, scheduling, and project management; prepare working folders, purchase orders, and other required information necessary for the proper execution of the work
  • Implement departmental policies, procedures, and service standards in conjunction with management
  • Interpret and communicate work procedures and company policies to staff
  • Consult with clients, and personnel in other departments to discuss and formulate project scope
  • Oversee coordination of projects from inception to close out and update project progress activities in project data management systems
  • Oversee work in progress to assure that work is being performed as planned, and in compliance with safety codes and safety regulations
  • Coordinate with project supervisors and field personnel in handling constructability issues; evaluate, and determine proposed field changes and estimate change orders
  • Coordinate design development estimates from feasibility studies and conceptual design documents provided by others
  • Conduct facility inspections for Real Estate Services and Manager of Work Control Center
  • Review and analyze design documents to develop time, cost, materials, and labor estimates
  • Awareness of University commitment to diversity and active in pursuing MBE/WBE participation when possible
  • Proactive with process improvement initiatives

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 5  

Level Details
Job Code Salary Band FLSA Status
FCPD0105 L Exempt

Level 5 positions typically extend mastery of job knowledge to the principles, theories and practices of related specialties; expand knowledge of best practices and incorporate into all work assignments and procedures; evaluate and enhance current practices and efforts to ensure optimal support of diversity; oversee leadership of teams and projects that involve extensive cooperation and coordination between multiple departments across the University or with external customers; prepare written and/or verbal presentations or proposals on highly complex issues and deliver to a broad variety of audiences; identify and implement innovative solutions to important, highly complex strategic and/or operational issues which may involve unusual circumstances and incomplete or conflicting data; ensure safe practices and environmental consciousness are exhibited in decisions; work independently on highly complex or strategic assignments; may direct and supervise lower-level staff.

Typical Education & Experience

9+ years related experience

Bachelor’s Degree or higher

Or an equivalent combination of education and experience

Required Certifications, Registrations or Licensure:
Building Code certification in one or more related disciplines preferred; 30 Hour OSHA Certification preferred; Valid PA Driver’s License and ability to operate a motor vehicle may be required

Typical Work Duties
  • Establish and implement departmental policies, goals, objectives, and procedures, conferring with supervisors, managers and directors as necessary
  • Supervise and evaluate senior staff; monitor adherence to departmental processes and procedures and ensure that goals are met; hire and discipline staff
  • Lead multiple disciplines (architectural, mechanical, electrical, or re-estimating)
  • Oversee staff in the coordination of estimates for projects using software and interfaces to transfer estimate data to data management systems in accounting, scheduling, and project management; prepare working folders, purchase orders, and other required information necessary for the proper execution of the work
  • Review project activity reports, customer surveys, and other performance data to measure goal achievement and to determine areas needing program improvement
  • Review estimates and work packages for accuracy; monitor work activity costs; compare estimated costs to actual costs and investigate discrepancies
  • Serve as Team Leader for Facility Audits, Deferred Maintenance Audits, and Hiring teams
  • Interpret and communicate work procedures and company policies to staff
  • As necessary, oversee work in progress to assure that work is being performed as planned, and in compliance with safety codes and safety regulations
  • Commitment to diversity and actively pursue MBE/WBE participation when possible
  • Encourage and seek process improvement initiatives; create efficiencies when possible

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.