Olivenhain Municipal Water District 2014 Strategiic Pllan

Transcription

1 Olliivenhaiin Muniiciipall Diistriict Olivenhain Municipal District 2014 Strategiic Pllan 1

2 Olivenhain Municipal District table of contents Introduction 3 Our Values 4 Our Vision 5 Our Mission 6 Our Goals

3 Olivenhain Municipal District introduction Olivenhain Municipal District s Board of Directors first established a formal mission statement and goals in In 2002, the mission statement was updated and the goals were revised. OMWD also created objectives in 2002, since renewed on an annual basis, that have helped to achieve OMWD goals and uphold the mission. Objectives are developed at the start of each year and the progress toward achievement of these objectives is reviewed throughout the year. Performance indicators, measured on a fiscal year basis, were included in the annual budget to complement the objectives. In 2004, the mission statement and goals were updated to incorporate new OMWD facilities and functions. The Strategic Plan was initially developed by the Board of Directors in 2008, incorporating a revised mission statement and goals, newly established values, the annual objectives, and the performance indicators. Also included in the Strategic Plan were strategies by which to achieve each of OMWD s goals. The Strategic Plan has since been updated as new annual objectives and performance indicators are developed. 3

4 Olivenhain Municipal District our values Beliefs setting the tone and direction of the workforce Exercise responsible financial management Provide responsive customer service and open communication Promote ethical behavior in the conduct of District business Ensure fair and open processes involving the public Provide a healthy work environment Promote environmental responsibility and sustainability Ensure provisions for the future 4

5 Olivenhain Municipal District our vision What we aspire to be Olivenhain Municipal District aspires to cost effectively provide high quality services garnering the trust and respect of its customers, employees, partners and fellow water agencies. 5

6 Olivenhain Municipal District our mission Why we do what we do Olivenhain Municipal District is a multi functioning public agency that is dedicated and committed to serving present and future customers by: water Providing safe, reliable, high quality drinking water while exceeding all regulatory requirements in a cost effective and environmentally responsive manner. recycled water/wastewater treatment Providing recycled water and wastewater treatment in the most cost effective and environmentally responsive method. parks Safely operating the Elfin Forest al Reserve and providing all users with a unique recreational, educational, and environmental experience. emergency management Complying with policies and procedures that adhere to local, state, and federal guidelines for national security and disaster preparedness. sustainable operations Pursuing alternative and/or renewable resources with the most sustainable, efficient, and cost effective approach. 6

7 Olivenhain Municipal District our goals What we strive to achieve 1. Providing safe, reliable, high quality drinking water to each customer in a costeffective manner; 2. Providing wastewater collection services and reclamation in an environmentally responsible manner; and producing and supplying high quality recycled water to irrigation customers in support of regional water conservation efforts; 3. Operating the Elfin Forest al Reserve in the most cost effective, safe, environmentally responsive and service oriented manner; 4. Pursuing alternative and/or renewable resources as a means of offsetting costs and energy charges, providing sustainability; 5. Providing a safe, healthful and rewarding work environment that encourages communication as well as values employee participation and personal achievement; 6. Exceeding all federal, state and local regulatory requirements for providing potable water, water reclamation, and recycled water; 7. Minimizing all operational costs while maintaining a high level of customer service; 8. Maintaining open communication and participation with the public through active conservation and educational programs as well as continually seeking customer input for informed decision making; 9. Ensuring that financial plans, policies and practices maintain the ability to construct, operate and maintain all approved facilities including replacement funds for future needs; 10. and constructing the of Facilities to meet long term water storage, treatment, transmission, and distribution needs; 11. Establishing programs and policies to develop alternative water supplies to serve existing and future customers; 12. Cultivating supportive and positive relationships with the federal, state and local agencies, which may impact Olivenhain Municipal District operations. 7

8 Olivenhain Municipal District goal 1 Provide safe, reliable, high quality water to each customer in a cost effective manner Strategy: Preserve existing assets and facilities while planning for future needs and demands by way of the Comprehensive Facilities, the Urban Plan, Annual Capacity Fee Studies and the Annual Objectives 2014 Calendar Year Objectives 1. Complete second stage membrane replacement project at David C. McCollom Treatment Plant in order to improve the plant's second stage production capacity 2. Complete hypochlorite tank replacement project at David C. McCollom Treatment Plant in order to ensure a reliable supply of disinfectant at the plant 3. Complete the configuration of the hydraulic model Decision Support Tools Module and evaluate needs for additional flow and pressure instrumentation in the distribution system with the goal of establishing District Metered Areas for water loss management 4. Revisit Enterprise Asset system backlog with the board and provide assessment of the effectiveness of the contractor prequalification program in addressing the backlog 8

9 Olivenhain Municipal District Fiscal Year Performance Indicators: Operations 9

10 Olivenhain Municipal District goal 2 Provide water reclamation and recycled water to customers in a cost effective manner Strategy: Expand development and implement widespread use of recycled water through the Sewer Facilities and Maintenance Plan and the Urban Plan 2014 Calendar Year Objectives 1. Complete design and environmental compliance report for Village Park recycled water facilities and commence construction 2. Negotiate and execute recycled water purchase agreement with San Elijo Joint Powers Authority to supply Village Park recycled water facilities 3. Complete design for conversion of Wiegand Reservoir to recycled water 4. Complete preliminary design report for potable water makeup facility and evaluate feasibility of construction 5. Commence negotiations with Rancho Santa Fe Services District for additional storage at Santa Fe Valley 6. Conclude discussions or develop an action plan with Rancho Santa Fe Services District, Fairbanks Ranch Services District, and Whispering Palms Services District regarding recycled water facilities and distribution 10

11 Olivenhain Municipal District Fiscal Year Performance Indicators: Backflow & Cross Connection Programs 11

12 Olivenhain Municipal District Wastewater Operations 12

13 Olivenhain Municipal District goal 3 Operate the Elfin Forest al Reserve in the most cost effective, safe, and environmentally responsive manner Strategy: Work with community and local organizations to efficiently operate the Elfin Forest al Reserve, utilizing the Cooperative Interagency Resource Coalition, grant funding, and the Mount Israel Master Plan 2014 Calendar Year Objectives 1. Adopt, release, and commence implementation of EFRR strategic plan 2. Host annual Earth Day event 3. Host ninth annual photo contest 4. Use docent staffing to ensure Interpretive Center is open to the public for a minimum of 225 days 5. Continue education program for underserved schools in partnership with the Escondido Creek Conservancy, San Elijo Lagoon Conservancy, and San Diego Zoo 13

14 Olivenhain Municipal District Fiscal Year Performance Indicators: Elfin Forest al Reserve 14

15 Olivenhain Municipal District goal 4 Pursue alternative and/or renewable resources as a means of offsetting costs and energy charges Strategy: Work with local utility companies and regional partners on regional alternative energy generating programs 2014 Calendar Year Objectives 1. Pursue LEED certification at Interpretive Center 2. Install solar power system at one or more pump stations to obtain reduced energy rates from SDG&E 3. Research requirements of AB 32 relative to CEQA greenhouse gas measurement and mitigation requirements; evaluate cost benefit of performing CEQA/greenhouse gas analysis on individual projects versus development of a comprehensive climate action plan to address CEQA requirements and AB 32 reporting requirements for

16 Olivenhain Municipal District goal 5 Provide a safe, healthful and rewarding work environment which encourages communication, and values employee participation and personal achievement Strategy: Develop and implement workforce plans including the Staffing Analysis, annual performance reviews, and team pledge that identify more efficient methods to perform work, ensure critical work is performed, meet future workforce needs, enhance the ability to recruit a highly qualified and diverse staff, and develop employees to meet workforce demands 2014 Calendar Year Objectives 1. Implement a Voluntary Benefits Association pursuant to the new Memorandum of Understanding with employee groups 2. Conduct staffing analysis; implement structural/organizational changes to make the best better 3. Conduct training with all employees on safe driving 4. Conduct training with all employees on electrical safety 5. Conduct training with Operations Department employees on trenching and shoring 6. Conduct stress buster event with employees 7. Conduct sexual harassment prevention training for managers and supervisors 8. Conduct training with managers and supervisors to enhance districtwide operations 16

17 Olivenhain Municipal District OMWD Team Pledge Rules of Engagement Share information and skills; there are no stupid questions; plan adequately; have an optimistic attitude; acknowledge each other's ideas yet ok to disagree; practice being openminded without judgment; be part of the solution, not the problem; work out personal issues individually; embrace change Culture Professional; Customer service oriented; Team operation; Knowledgeable; Innovative and experienced; Progressive; Supportive; Enthusiastic and positive Meeting Ground Rules Be on time; Set phones to silent or vibrate; Prepare agenda; Strong moderator to keep on track; Close with summary and action plan; Follow through Communication Efforts Practice active listening; acknowledge others for contributions; understand and respect other departments' responsibilities; cross train to learn more about other departmental roles; respect each other's time; practice emotional intelligence 17

18 Olivenhain Municipal District Fiscal Year Performance Indicators: Human Resources 18

19 Olivenhain Municipal District goal 6 Exceed all federal, state, and local regulatory requirements for providing potable water, water reclamation, and recycled water Strategy: Operate and maintain facilities to surpass drinking water regulations with a margin of safety to meet customer expectations 2014 Calendar Year Objectives 1. Monitor SB X7 7 and report to the board on compliance by OMWD and its region 2. Initiate 2015 Update to the Urban Plan 3. Utilize American Works Association methodology to calculate revenue and non revenue water in accordance with California Urban Conservation Council regulations 4. Complete sampling, analysis, and reporting for compliance with EPA mandated Unregulated Contaminant Monitoring Rule, Round 3 (UCMR3) 19

20 Olivenhain Municipal District goal 7 Minimize operational costs while maintaining a high level of customer service Strategy: Continually seek grant funding and create programs that will offset costs 2014 Calendar Year Objectives 1. Complete replacement of first and second generation Automated Meter Reading equipment 2. Conduct evaluation to expand the use of Advanced Metering Infrastructure throughout OMWD s service area 3. Conduct needs analysis to address SCADA and Advanced Metering Infrastructure communication and follow up with environmental documentation as necessary 4. Initiate implementation and conversion of new finance utility billing software 5. Continue representing OMWD in SDCWA s cost of service study for incorporating desalination and overall rates 6. Commence OMWD cost of service study upon completion of SDCWA study 7. Continue to evaluate valve conditions and replace 90 or more highpriority valves 8. Evaluate and enhance security and surveillance at OMWD facilities 9. Negotiate funding agreement with SDCWA for Prop 84/IRWM Round 2 funding for the North San Diego County Regional Project 10. Continue to pursue local, state, federal, and private grant funding to offset costs 20

21 Olivenhain Municipal District Fiscal Year Performance Indicators: Finance and Customer Service 21

22 Olivenhain Municipal District goal 8 Maintain open communication and participation with the public through active conservation and education programs as well as continually seeking input for informed decision making Strategy: Conduct community and customer outreach and provide opportunities for public input and participation, utilizing the Conservation Plan and Urban Plan 2014 Calendar Year Objectives 1. Develop messaging to ensure customer awareness of up to date statewide water supply scenarios 2. Commemorate OMWD s 55th anniversary 3. Partner with local businesses and vendors to promote water use efficiency 22

23 Olivenhain Municipal District Fiscal Year Performance Indicators: General Manager, Public Affairs, and Conservation Programs 23

24 Olivenhain Municipal District goal 9 Ensure that financial plans, policies, and practices maintain the ability to construct, operate, and maintain all approved facilities include replacement funds Strategy: Review plans and implement necessary updates and enhancements through the use of the Plan and annual budget 2014 Calendar Year Objectives 1. Commence preparation of Proposition 218 notice following implementation of 2014 water rate update 2. Complete implementation of new ERP system 3. Interview and select auditing firm 4. Obtain board approval of the Long Range Plan 5. Review threat analysis with the board prior to completion of the budget 6. Conduct annual review of water, recycled water, and sewer rates 7. Submit Comprehensive Annual Report and budget to Finance Officers Association for its award programs 24

25 Olivenhain Municipal District goal 10 Plan and construct facilities per the of Facilities to meet long term water storage, treatment, transmission, and distribution needs Strategy: Maintain coordinated master plans for all facilities based on condition and performance assessments and anticipated future needs 2014 Calendar Year Objectives 1. Complete construction of Building X renovations 2. Complete comprehensive space planning study for OMWD campus; present findings to Facilities Committee and full board 3. Conduct comprehensive review of underutilized OMWD properties for best and highest use; present results to Facilities Committee and full board 4. Develop plan for optimization of reservoirs and present to Facilities Committee 5. Report to Facilities Committee and full board on Capital Facilities Assessment Program 6. Complete study on the feasibility of pipeline relining techniques in conjunction with Louisiana Tech University 25

26 Olivenhain Municipal District Fiscal Year Performance Indicators: Engineering 26

27 Olivenhain Municipal District goal 11 Establish programs and policies to develop alternative water supplies to serve existing and future customers Strategy: Pursue recycled water, desalination, and conservation opportunities 2014 Calendar Year Objectives 1. Continue to maintain partnerships with community partners on the San Elijo Valley Groundwater Project and for future local supply development opportunities 2. Review findings of the Phase II San Elijo Valley Groundwater Project study with the board and develop an action plan for future steps 3. Convert Jacob J. Krauss Storage and Maintenance Building irrigation to recycled water 4. Convert five or more existing potable connections to recycled water 27

28 Olivenhain Municipal District goal 12 Cultivate supportive and positive relationships with the federal, state, and local agencies that may impact Olivenhain Municipal District operations Strategy: Continue involvement and participation with partner agencies and organizations 2014 Calendar Year Objectives 1. Continue to pursue federal funding with North San Diego County Regional Project partners 2. Continue cooperation with regional public agencies in order to increase revenue and reduce costs; target at least five partnerships 3. Conclude discussions or develop an action plan with Santa Fe Irrigation District and San Dieguito District regarding consolidation/partnership, focusing on best interests of OMWD and its customers 28