POSITION SUMMARY:

The position of Director of Facilities, Insurance, & Risk Management is primarily responsible for overseeing facilities, planning and construction services; as well as Insurance and Risk Management for the Diocese of San Jose, which includes overseeing / directing the following programs / functions of the diocese and Catholic Charities: (a) commercial and general liability insurance program; (b) excess, workers compensation insurance; (c) risk management; (d) certificates of insurance; (e) claims representation, claims processing.

 ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING, FACILITIES: (other duties may be assigned)

  • Acts as Secretary of Bishop’s Building Committee.
  • Schedules meetings and agendas.  Reviews plans and specifications and prepares reports for Chairman of the Building Committee of items to review at Committee meetings.
  • Evaluates feasibility and needs assessment plans for parish new construction, renovation and maintenance projects.  Makes recommendations to CFO.
  • Reviews all phases of new construction projects (including portables) and assists parishes in selection of architects and contractors.
  • Assists parishes in screening and selecting architects, engineers, and contractors, checking credentials/licensing and experience and making recommendations to the parish.  Gives guidance through the bidding process to make sure all legal and proper requirements are followed.
  • Reviews and coordinates construction of all new jobs and remodeling in the Diocese.  This includes site inspections, contract review, contract coordination and meetings with contractors, pastors, parish officials, building officials, and consultants.
  • Reviews construction and renovation contracts to ensure protection of the Corporation Sole and Welfare Corporation and reviews payment requests and change orders to avoid cost overruns; recommends approval of projects, payment requests and change orders to approval authority.
  • Supervises roofing, paving and painting jobs that generally do not have an architect on them.  Services include qualifying contractors and obtaining proper consultants as needed.
  • Addresses problems at parishes with lead, radon, P.C.B’s, and other contaminants – including all facets of these problems from taking samples and readings to choosing laboratories, consultants and contractors to do the job, as necessary.
  • Provides direction and assistance to parishes regarding asbestos abatement in buildings and cleanup of other toxic materials.
  • Develops and supervises Diocesan program of Identification and Mitigation of Seismic Hazards in Buildings.
  • Project management of entitlements planning and building regulatory agencies.
  • Responsible for checking and assessing all major buildings in the Diocese for need for structural retrofit.  Helps parishes to obtain consultants, contractors, review designs and inspect work.
  • Coordinates with legal counsel involving any problems within the Diocese that have to do with properties, construction, buildings, etc.
  • Acts as Local Education Agency Designated Person to ensure that all Federal regulations under the Asbestos Hazard Emergency Response Act are properly carried out.
  • Directs and assists parishes in providing adequate maintenance programs and in selecting licensed contractors.
  • Provides 24-hour emergency services to parishes in case of fire, storm damage, hazardous material, and earthquake damage assessment.  Maintains communication through 24-hour answering service, beeper, car phone and answering machine at residence.
  • Prepares funding request documentation as needed for payments by parishes and schools.
  • Responsible for the survey and updating of all fixed assets (building/structure/land) to ensure that they reconcile with all parcels recorded with the Assessor’s Office of the County of Santa Clara.  Data is used to set up valuation for insurance purposes and for the calculation of depreciation for accounting purposes.
  • Negotiates and administers lease agreements of diocesan properties.  Inspects such leased properties to ensure that there exists no liability or safety issues.
  • Attends to filling of annual California environmental tax and hazardous waste manifest fees and reporting
  • Determines the valuation of fixed assets for various purposes, review and revision of the insurance GL SOV (general ledger, schedule of values)

 

REQUIRED SKILLS/ABILITIES:

  • Ability to articulate and communicate the vision, mission, and philosophy of the Diocese of San Jose.
  • Ability and willingness to operate within complex, culturally and economically diverse environment, including a multicultural workforce.
  • Familiarity with construction in Santa Clara County, and the roles and responsibilities of parishes.
  • Ability and willingness to operate within a complex, culturally and economically diverse environment, including a multicultural work force.
  • Review valuation of properties for insurance purposes.
  • Review conditions of properties for accident prevention.
  • Interact with insurance carriers.
  • Strong mathematic, calculating, accounting and budgeting skills required.

 OTHER OR SHARED RESPONSIBILITIES:

Review valuation of properties for insurance purposes.

Review conditions of properties for accident prevention, Interact with insurance carriers.

 ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING, INSURANCE AND RISK MANAGEMENT;

  • Serves as coordinator for the administration of commercial insurance and general liability insurance program (property, casualty, earthquake, general liability, product liability, fidelity, fiduciary, EPL, misconduct, cyber, terrorism, auto/property and auto/liability).  In this connection, assists in projecting premiums for budget purposes and coordinates filing of claims and following through with third party administrators (TPA). Acts as administrator for Special Users Insurance Program (TULIP). Reviews Claims on a quarterly basis.
  • Interfaces with the diocese Third Party Administrators regarding worker’s compensation including relating to policy determination, claims review, setting up protocols in the recognition of claims. Coordinates safety inspections with the Facilities Coordinator – Facilities Inspector and Manager of Insurance & Risk Management. Participates in negotiating WC claims settlement and in the decision of subrogation.
  • Interfaces with county auditors annually and provides necessary documentation to our claims for exemption.  Registers all motor vehicles with DMV and keeps Certificates of Title for transfer of ownership.
  • Serves as administrator for the Injury and Illness Prevention Program (IIPP) for the diocese.
  • Determines the valuation of fixed assets for various purposes, review and revision of the insurance GL SOV (general ledger, schedule of values)

THIS POSITION SUPERVISES:

Facilities Inspector and Coordinator; Oversees inspection of facilities and coordination of project for the Diocese of San Jose

Manager Insurance and Risk Management

Administrative Assistant

QUALIFICATIONS TO PERFORM THE JOB SUCCESSFULLY:

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, ability or physical demands required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Education and/or Experience:  BS / BS Bachelor’s degree and a minimum of 7-10 years of experience with various facets of construction project management and building maintenance and operation, or equivalent combination of education and experience.

Language Skills:  Excellent oral and written communications skills, as well as effective communication with all levels and proficient in building construction terminology.  Excellent interpersonal communication and presentation skills.  Bilingual Spanish a plus.

 Computational Skills: Strong mathematic, calculating, accounting and budgeting skills required.               

Reasoning Ability:  Excellent assessment and reasoning, problem-solving skills

Technical Skills: Proficiency in Microsoft Office Software: Word, Excel, Outlook.  Able to read and understand technical specifications and drawings and be able to communicate well with professionals and tradesmen.

 Certificates, Licenses, Registrations: Valid contractor’s license preferred.  Valid driver’s license required.

  Physical Demands: While performing the duties of this job, the employee is regularly required to sit for extended periods of time, use hands in repetitive motion tasks, handle objects and talk or hear.  The employee is required to stand, walk and reach with hands and arms and occasionally lift up to 40 lbs.  Specific vision abilities required include close vision, depth perception and ability to adjust focus. While performing the duties of this job the employee will be required to inspect property in existing condition or under construction; this will necessitate the ability to climb a tall ladder, walk on a roof, crawl under a building in a limited access area, etc.

Physical Environment: When working at the chancery offices the employee will work in an individual cubicle, the cubicles are situated next to one another, the noise level is generally quiet.  When working at parishes throughout the Diocese the physical environment will vary. 

Working Conditions: The employee’s office location is at the chancery, but the employee must be willing and able to transport self to parish and school sites as required.  He/she must be able to work cooperatively with other members of the staff, with parish personnel and outside contractors and be able to multi-task.  Must be able to serve on committees (which occasionally meet in the evenings and on weekends) with all levels of Church hierarchy.  Must be able to make public presentations.   Travel is frequently required within the Diocese.  Work outside normal working hours also required as necessary to accomplish the job duties. 

Other Requirements: Must have own transportation/vehicle for use on the job (reimbursable expenses).  Must be a practicing Catholic.  Ability to articulate and communicate the vision, mission, and philosophy of the Diocese of San Jose.  Ability and willingness to operate within complex, culturally and economically diverse environment, including a multicultural workforce. Familiarity with construction in Santa Clara County, and the roles and responsibilities of parishes. Ability and willingness to operate within a complex, culturally and economically diverse environment, including a multicultural work force.