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Job Description: Mechanical Technician (PFI)
Job Title: Mechanical Technician
Reports To: Engineering Supervisor / Contract Delivery Manager
Location: Whitecross School
Contract Type: [PFI Contract – Hard & Soft FM]
Working Pattern: 2 Shifts
Role Purpose
Deliver safe, compliant, and efficient mechanical maintenance and repairs across the PFI estate, ensuring statutory compliance, contract SLAs/KPIs, and high asset availability. The role covers planned preventive maintenance (PPM), reactive works, minor projects, and lifecycle support using the CAFM system, aligned to SFG20 and relevant legislation.
Key Responsibilities
Maintenance & Repairs
Execute PPM to SFG20 standards and OEM recommendations on mechanical systems (e.g., HVAC/air handling units, pumps, motors, valves, heat exchangers, pressurisation sets, expansion vessels, gas systems, plumbing, water services).
Diagnose and repair faults on mechanical plant and building services to restore service within SLA response/rectification times.
Carry out statutory/compliance tasks within agreed skill set: pressure systems checks, gas safety (as competent), water hygiene (flushing, temperature monitoring, TMV servicing, descaling), fire damper checks (mechanical aspects), and emergency generator cooling systems (where applicable).
Support shutdowns, isolations, and safe system of work (SSoW) including permits to work (hot works, confined spaces, working at height, LV/HV interface support as required).
Compliance & Documentation
Maintain accurate records in the CAFM and site logbook system: close out PPM/reactive tasks, attach test certificates, asset notes, parts usage, and time confirmations.
Complete and file statutory documentation (e.g., LOLER interface where mechanical lifting equipment is present, PSSR check records, gas safety where applicable, water hygiene logs).
Ensure all works comply with the Health & Safety at Work etc. Act, PUWER, COSHH, PSSR, Gas Safety Regulations, Water Supply (Water Fittings) Regulations, and site-specific policies.
Performance & PFI Contract Delivery
Meet or exceed contractual SLAs and KPIs (response, rectification, first-time-fix rate, statutory completion, backlog).
Support lifecycle planning: condition surveys, asset verification, end-of-life risk assessments, and minor replacements/refurbishments.
Identify energy and reliability improvements; contribute to continuous improvement and lessons learned.
Collaboration & Customer
Coordinate with helpdesk, Soft FM, subcontractors, and client stakeholders to minimise downtime and disruption.
Provide clear, professional updates on progress, constraints, and risks. Escalate promptly when required.
Mentor apprentices/junior techs and share best practices.
Tools, Materials, and Housekeeping
Ensure calibrated tools and test equipment are maintained and used correctly.
Manage van stock/spares responsibly; raise material requests and provide technical specification input for procurement.
Maintain clean, safe plantrooms and workshops; adhere to 5S standards.
Essential Qualifications & Experience
NVQ Level 3 (or equivalent) in Mechanical Engineering / Building Services / Plumbing & Heating.
Demonstrable experience in mechanical maintenance within a live, critical, or public estate (PFI/PPP, NHS, education, justice, accommodation, or similar).
Strong diagnostics across HVAC plant, pumps, valves, bearings, seals, and pipework systems.
Proficient with CAFM systems for PPM/reactive management and asset history.
Sound understanding of statutory compliance (PSSR, COSHH, Legionella/L8 & HSG274, SFG20).
Full UK driving licence (if mobile role).
Desirable
ACS/Gas Safe (domestic or commercial) modules (if gas systems present).
Water hygiene training (Responsible Person/Authorised Person support desirable).
IPAF/PASMA, Confined Space, Asbestos Awareness, First Aid.
Experience with BMS controls, VSDs, and commissioning support.
Experience working in educational facilities.
Key Skills & Attributes
Strong fault-finding and root-cause analysis.
Safety-first mindset; excellent permit-to-work and risk assessment discipline.
Customer-focused with clear written and verbal communication.
Organised, reliable, and responsive in high-demand environments.
Team player, coachable, and proactive in continuous improvement.
KPIs & Measures of Success
Statutory compliance completion: ≥ 99% on-time.
PPM completion: ≥ 95% on-time; < 5% PPMs deferred (with valid reason).
Reactive performance: Meet response and rectification SLAs; first-time-fix ≥ 85%.
CAFM data quality: 100% accurate close-out notes, parts, time, and documentation working real time.
Safety: Zero RIDDOR incidents; timely closure of corrective actions. Good Catch Near Miss target 1per week minimum, safe driving 85%+ in Samsara.
Backlog control: Aged work orders within agreed thresholds.
Physical & Working Conditions
Regular standing, lifting (within manual handling limits), climbing ladders, and working in plantrooms/roof spaces.
Use of PPE and RPE as task requires.
Participation in on-call rota and out-of-hours work as needed.
Travel between sites (if mobile role).
Compliance & Governance
Adhere to company policies, PFI contract requirements, and statutory regulations.
Participate in audits (internal, client, independent), implementing corrective actions.
Maintain training and competency matrix; complete mandatory refreshers on time.
Tools & Systems
CAFM: [Concept]
BMS: [e.g., Trend / Siemens / Schneider]
Digital workflows: Mobile device for work orders, RAMS, permits, and asset updates.
Benefits & Progression (Example – adjust to your policy)
Competitive salary + standby/call-out allowance + overtime.
Company vehicle (if mobile), tools/PPE provided.
Training and certifications (ACS Gas, Water Hygiene RP/AP, Confined Space, BMS upskilling).
Career progression to Lead Tech / AP / Supervisor.
Location:
On-site –West Midlands, GBRIf this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!
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