Olivenhain Municipal Water District 2016 Strategic Plan

 Olivenhain Municipal Water District
2016 Strategic Plan 1 Olivenhain Municipal Water District
2016 Strategic Plan table of contents Introduction 3 Our Values 4 Our Vision 5 Our Mission 6 Our Goals 7 Potable Water 8 Recycled Water 10 Recreation 14 Sustainability 16 Employee Relations 17 Regulatory Requirements 20 Financial Management 21 Community Outreach 24 Financial Planning 27 Water Master Plan 28 Water Reliability 30 Government Relations 31 2 Olivenhain Municipal Water District
2016 Strategic Plan introduction Olivenhain Municipal Water District’s Board of Directors first established a formal mission statement and goals in 1996. 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, and the annual objectives. 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 are developed. 3 Olivenhain Municipal Water District
2016 Strategic Plan 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 Olivenhain Municipal Water District
2016 Strategic Plan our vision What we aspire to be Olivenhain Municipal Water District aspires to cost‐effectively provide high‐quality services garnering the trust and respect of its customers, employees, partners and fellow water agencies. 5 Olivenhain Municipal Water District
2016 Strategic Plan our mission Why we do what we do Olivenhain Municipal Water 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 Recreational 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 Olivenhain Municipal Water District
2016 Strategic Plan our goals What we strive to achieve 1. Providing safe, reliable, high‐quality drinking water to each customer in a cost‐
effective 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 Recreational 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. Planning and constructing the Master Plan 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 Water District operations. 7 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
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 Master Plan, the Urban Water Management Plan, Annual Capacity Fee Studies, and the Annual Objectives 2016 Calendar Year Objectives 1. Complete condition assessment of pipelines and present 10‐year replacement CIP to Facilities Committee and full board 2. Complete David C. McCollom Water Treatment Plant optimization study to identify opportunities to improve efficiency as well as their costs and benefits 3. Complete Train 9 membrane replacement at David C. McCollom Water Treatment Plant and commence replacements on Train 3 4. Conduct an inspection of all above ground pipelines and develop a program for repair/replacement as necessary 5. Complete design and construct the 4G Reservoir Replacement project 6. Identify five additional critical easements and commence maintenance of five impacted easements Water
Reliability
Government Relations
8 Potable
Water
Olivenhain Municipal Water District
2016 Strategic Plan 2015‐2016 Fiscal Year Performance Indicators: Recycled
Water
Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
9 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
Sustainability
Employee Relations
goal 2 Provide wastewater collection and treatment services in an environmentally responsible manner, and produce and supply high‐quality recycled water to irrigation customers in support of regional water conservation efforts Strategy: Expand development and implement widespread use of recycled water through the Sewer Facilities and Maintenance Plan and the Urban Water Management Plan Regulatory Requirements
2016 Calendar Year Objectives 1.
Financial Management
2.
3.
Community Outreach
4.
5.
Financial Planning
6.
Water Master Plan
Water Reliability
Government Relations
Finish Village Park distribution system (all except HOA conversions) Complete Village Park Recycled Water Pump Station Finish design and complete repairs to Santa Fe Valley Recycled Water Pump Station Develop an RFP for design of the Neighborhood 1 Sewer Pump Station and commence design Complete design and installation of enhanced odor scrubber at Midpoint Sewer Pump Station Evaluate continuing need for Recycled Water Fill Station and, if necessary, revise CEQA documentation 10 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
2015‐2016 Fiscal Year Performance Indicators: Recycled Water Cross‐Connection Control & Backflow Programs Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
11 Government Relations
Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
2015‐2016 Fiscal Year Performance Indicators: Wastewater Operations Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
12 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
goal 3 Operate the Elfin Forest Recreational Reserve in the most cost‐effective, safe, and environmentally responsive and service‐oriented manner Recreation
Sustainability
Employee Relations
Strategy: Work with community and local organizations to efficiently operate the Elfin Forest Recreational Reserve, utilizing the Cooperative Interagency Resource Coalition, grant funding, and the Mount Israel Master Recreation Plan 2016 Calendar Year Objectives 1.
2.
3.
Regulatory Requirements
Financial Management
4.
5.
6.
Community Outreach
Financial Planning
7.
Water Master Plan
Host annual Earth Day event Host eleventh annual photo contest Continue education program for elementary schools in partnership with the Escondido Creek Conservancy, San Elijo Lagoon Conservancy, and San Diego Zoo; target a minimum of 600 students Complete second‐year goals of EFRR strategic plan Host water conservation workshop at Interpretive Center Utilize volunteer groups such as San Diego Mountain Bike Association and EFRR trail patrol for trail maintenance/repairs in preparation and response to El Niño Partner with San Diego Mountain Bike Association to incorporate its members into the EFRR volunteer trail patrol program Water
Reliability
Government Relations
13 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
2015‐2016 Fiscal Year Performance Indicators: Elfin Forest Recreational Reserve Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
14 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
goal 4 Pursue alternative and renewable energy sources as a means of offsetting costs and energy charges, providing sustainability Recreation
Sustainability
Employee Relations
Regulatory Requirements
Strategy: Work with local utility companies and regional partners on regional alternative energy‐generating programs 2016 Calendar Year Objectives 1.
Continue partnership with UC Riverside on grant‐funded energy optimization project and identify sites for implementation Complete evaluation of alternatives to existing ultraviolet system for recycled water disinfection at the 4S Ranch Water Reclamation Facility 2.
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
15 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
Sustainability
Employee Relations
Regulatory Requirements
goal 5 Provide a safe, healthful and rewarding work environment which encourages communication as well as 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 2016 Calendar Year Objectives 1.
2.
3.
4.
Financial Management
Community Outreach
5.
Financial Planning
Water Master Plan
6.
Conduct annual staffing analysis Conduct biannual external compensation study Conduct inter‐departmental team‐building Complete cross‐training with Meters personnel and provide appropriate training under newly created Field Services Technician job description Complete design of Building D Expansion Project (Option 2) and present to the board for consideration Complete design of David C. McCollom Water Treatment Plant office renovation Water
Reliability
Government Relations
16 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled Water
OMWD Team Pledge Recreation
Sustainability
Employee Relations
Regulatory Requirements
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 open‐
minded 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
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
17 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled Water
2015‐2016 Fiscal Year Performance Indicators: Human Resources Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
18 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled Water
goal 6 Exceed all federal, state, and local regulatory requirements for providing potable water, wastewater treatment, and recycled water Recreation
Sustainability
Employee Relations
Strategy: Operate and maintain facilities to surpass drinking water regulations with a margin of safety to meet customer expectations 2016 Calendar Year Objectives Regulatory Requirements
1.
Continue compliance with State Water Resources Control Board emergency regulations Submit data to the State Water Resources Control Board to amend drinking water permit Continue second round of LT2 compliance monitoring, which runs April 2015 through April 2017 Submit the 2015 Urban Water Management Plan Update to Department of Water Resources Complete Regional Water Quality Control Board approval of alternative ultraviolet lamps at 4S Ranch Water Reclamation Facility 2.
Financial Management
3.
Community Outreach
4.
5.
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
19 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
goal 7 Minimize OMWD operational costs while maintaining a high level of customer service Recreation
Sustainability
Strategy: Continually seek grant funding and create programs that will offset costs 2016 Calendar Year Objectives 1.
Employee Relations
Complete Homeland Security IT audit and submit budget requirements for remediation Complete Homeland Security SCADA audit and submit budget requirements for remediation Commence Homeland Security facilities audit and present action plan and cost proposal to board Continue to evaluate valve conditions and replace a minimum of 90 high‐priority valves Complete mobile service order processing interface and present to Facilities Committee Develop and advertise an RFP for janitorial services and select a firm for 2017 Continue to pursue local, state, federal, and private grant funding to offset costs, potentially including funding via Proposition 1 and the Water Resources Reform and Development Act 2.
Regulatory Requirements
3.
4.
Financial Management
5.
6.
Community Outreach
7.
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
20 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
goal 8 Maintain open communication and participation with the public through active conservation and educational programs as well as continually seeking customer input for informed decision‐making Sustainability
Employee Relations
Strategy: Conduct community and customer outreach and provide opportunities for public input and participation, utilizing the Conservation Plan and Urban Water Management Plan Regulatory Requirements
2016 Calendar Year Objectives 1.
Financial Management
2.
Community Outreach
3.
Continue to develop messaging to ensure customer awareness of State Water Resources Control Board emergency regulations Complete redesign and implementation of new OMWD website and provide status update to Outreach Committee regarding online presence Host public event to commemorate completion of the Village Park Recycled Water Project Increase outreach efforts pertaining to Sewer System Management Plan and Fats, Oils, and Grease program Partner with local businesses and vendors to promote water use efficiency through community events Partner with local fire agencies to host fire‐wise workshop 4.
Financial Planning
5.
Water Master Plan
Water
Reliability
Government Relations
6.
21 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
2015‐2016 Fiscal Year Performance Indicators: Recreation
Customer Services and Public Affairs Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
22 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
goal 9 Ensure that financial plans, policies, and practices maintain the ability to construct, operate, and maintain all approved facilities include replacement funds Sustainability
Employee Relations
Regulatory Requirements
Strategy: Review plans and implement necessary updates and enhancements through the use of the Financial Plan and annual budget 2016 Calendar Year Objectives 1.
2.
3.
Financial Management
4.
5.
6.
7.
8.
9.
10.
11.
12.
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
Complete implementation of CIS Infinity Obtain board approval of the Long‐Range Financial Plan Review financial threat analysis with the board prior to completion of the budget, including revised water sales projections Conduct annual review of water, recycled water, and sewer rates Complete sewer rate study Update cost allocation plan Conduct Proposition 218 notification process for sewer rates Complete wastewater cost‐of‐service study Update wastewater capacity and annexation fees Complete inventory barcoding Conduct review of purchasing policy Submit Comprehensive Annual Financial Report and budget to Government Finance Officers Association for its award programs 23 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
2015‐2016 Fiscal Year Performance Indicators: Finance Recycled
Water
Recreation
Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
24 Government Relations
Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
goal 10 Plan and construct the Master Plan of Facilities to meet long‐term water storage, treatment, transmission, and distribution needs of OMWD Recreation
Sustainability
Employee Relations
Strategy: Maintain coordinated master plans for all facilities based on condition and performance assessments and anticipated future needs 2016 Calendar Year Objectives Regulatory Requirements
Financial Management
1.
Update Standard Specifications and Drawings and present to the board for approval Develop RFP for service line cathodic protection maintenance, including phasing plan and budget forecasts Complete cathodic protection replenishment of the top three deficient pipeline areas in the distribution system 2.
3.
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
25 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
2015‐2016 Fiscal Year Performance Indicators: Recreation
Engineering Sustainability
Employee Relations
Regulatory Requirements
Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
26 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
Recreation
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 Sustainability
Employee Relations
Regulatory Requirements
2016 Calendar Year Objectives 1. Upon execution of funding agreement with Department of Water Resources, initiate the grant‐funded San Dieguito Valley Brackish Groundwater Desalination Study Financial Management
Community Outreach
Financial Planning
Water Master Plan
Water
Reliability
Government Relations
27 Olivenhain Municipal Water District
2016 Strategic Plan Potable
Water
Recycled
Water
goal 12 Cultivate supportive and positive relationships with the federal, state, and local agencies that may impact Olivenhain Municipal Water District operations Recreation
Sustainability
Employee Relations
Strategy: Continue involvement and participation with partner agencies and organizations 2016 Calendar Year Objectives 1.
Regulatory Requirements
2.
Financial Management
3.
Community Outreach
4.
Financial Planning
5.
Water Master Plan
Water
Reliability
Government Relations
Engage and influence the State Water Resources Control Board on emergency regulations and pending permanent regulations utilizing OMWD’s advocate in Sacramento Continue to pursue federal funding with North San Diego Water Reuse Coalition Continue working with City of San Diego to convert existing take‐
or‐pay recycled water purchase agreement to a permanent connection Work with San Elijo Joint Powers Authority to facilitate execution of the Proposition 84/Integrated Regional Water Management Round 4 funding agreement for the Manchester Avenue recycled water pipeline Continue cooperation with regional public agencies in order to increase revenue and reduce costs; target at least five partnerships 28