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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 03/13/2019REG ULA R BO A RD MEET IN G C losed Session Begins at 4:30 P M March 13, 2019 - 5:30 P M 31111 Greenspot Road, Highland, C A 92346 AGE N D A "In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors". C A LL TO O RD ER RO LL C A LL O F BO A RD MEMBERS P U B L I C C OMME N T S Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the D istrict C lerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of C alifornia Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. T he matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. AGE N D A - T his agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. 1.Approval of Agenda REC ESS IN TO C LO SED SESSIO N C L OSE D SE SSI O N 2.PUBLIC EMPLO Y EE PERFO RMA N C E EVA LUAT IO N (Government Code Section 54957) Title: General Manager/C EO 5:30 P M RE C O N VE N E ME E T I N G PLED G E O F A LLEG IA N C E RO LL C A LL O F BO A RD MEMBERS A N N O UN C EMEN T O F C LO SED SESSIO N A C T IO N S IT EMS PRESEN TAT IO N S A N D C EREMO N IA L IT EMS C ertificate of Recognition Marty Cihigoyenetche P U B L I C C O MME N T S 3.AP P RO VAL O F C ON SE N T C AL E N D AR All matters listed under the C onsent C alendar are considered by the Board of Directors to be routine and will be enacted in one motion. T here will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approve J anuary 28, 2019 special board meeting minutes b.Approve February 13, 2019 regular board meeting minutes c.Approve February 27, 2019 regular board meeting minutes d.Approve Directors' fees and expenses for February 2019 D I SC U SSI ON AN D P O SSI B L E AC T I O N I T E MS 4.General Manager/C EO C ompensation 5.Approval of General Manager/C EO's 2019/20 Goals and Objectives RE P O RT S 6.Board of Directors' Reports 7.General Manager/C EO Report 8.Legal Counsel Report 9.Board of Directors' Comments AD J O U RN P LEAS E NO T E: Materials related to an item on this agenda s ubmitted to the Board after dis tribution of the agenda packet are availab le fo r pub lic ins p ectio n in the District's o ffic e lo cated at 31111 G reens p o t R d., Highland , during normal bus ines s ho urs. Also, s uc h d o cuments are available on the District's website at www.eastvalley.org subject to staff's ability to pos t the doc uments before the meeting. P urs uant to G overnment C o d e S ec tio n 54954.2(a), any reques t for a d is ab ility-related modific ation or ac commodation, inc luding auxiliary aid s o r s ervic es , that is s o ught in order to p artic ip ate in the above- agendized p ublic meeting s ho uld be d irected to the District C lerk at (909) 885-4900 at leas t 72 ho urs prior to said meeting. 1 Minutes 01/28/2019 smg Draft pending approval EAST VALLEY WATER DISTRICT January 28, 2019 SPECIAL BOARD MEETING MINUTES The Chairman of the Board called the meeting to order at 5:30 p.m. Director Coats led the flag salute. PRESENT: Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT: None STAFF: John Mura, General Manager/CEO; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Justine Hendricksen, District Clerk; Shayla Gerber, Senior Administrative Assistant LEGAL COUNSEL: None GUEST(s): Representative from Idea Hall PUBLIC COMMENTS Chairman C arrillo declared the public participation section of the meeting open at 5 :31 p.m. There being no written or verbal comments, the public participation section was closed. BOARD COMMUNICATION TRAINING Idea Hall consultants provided a presentation, “Leadership: Within and Beyond District Walls”, a session in a series of ongoing board communication training. The topics covered in the presentation included: defining your personal brand and how it reflects on the District, building a leadership mindset, and they recapped the District’s processes and protocols for time and resource allocation. The General Manager/CEO and the Board had a breakout session where they each shared their individual brand and how it supports and detracts from the District’s brand; and Idea Hall consultants provided them with feedback. Information only. GENERAL MANAGER/CEO REPORT The General Manager/CEO thanked the Board for being honest in today’s training; he stated that their strengths and weaknesses are important to share with one another. 2 Minutes 01/28/2019 smg Information only. LEGAL COUNSEL REPORT Legal counsel not present. BOARD OF DIRECTORS’ COMMENTS Director Morales stated that he appreciates the support he receives from the Board and staff; and he commented on the honesty shown in today’s meeting. Director Goodrich stated that he appreciates the information presented. Director Coats concurred with Director Morales and Director Goodrich. Vice Chairman Smith thanked Idea Hall consultant for the presentation. Chairman Carrillo commended the Board for their participation in today’s training and for being open about themselves to each other. ADJOURN The meeting adjourned at 7:26 p.m. ___________________________ Chris Carrillo, Board President __________________________ John Mura, Secretary 1 Minutes 02/13/2019 smg Draft pending approval EAST VALLEY WATER DISTRICT February 13, 2019 REGULAR BOARD MEETING MINUTES The Chairman of the Board called the meeting to order at 4:00 p.m. PRESENT: Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT: None STAFF: John Mura, General Manager/CEO; Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy; Director of Strategic Services; Justine Hendricksen, District Clerk; Shayla Gerber, Senior Administrative Assistant LEGAL COUNSEL: Jean Cihigoyenetche GUEST(s): Members of the public PUBLIC COMMENTS Chairman Carrillo declared the public participation section of the meeting open at 4:00 p.m. There being no written or verbal comments, the public participation section was closed. APPROVAL OF AGENDA M/S/C (Smith-Coats) that the February 13, 2019 agenda be approved as submitted. CLOSED SESSION The Board entered into Closed Session at 4:01 p.m. as provided in the Ralph M. Brown Act Government Code Section 54956.9(d)(2) to discuss the item(s) listed on the agenda. THE BOARD RECONVENED THE MEETING AT 5:30 P.M. Mr. Wayne Brown led the flag salute. 2 Minutes 02/13/2019 smg ROLL CALL PRESENT: Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT: None ANNOUNCEMENT OF CLOSED SESSION ACTIONS With respect to Item #2: No reportable action taken. PUBLIC COMMENTS Chairman Carrillo declared the public participation section of the meeting open at 5 :31 p.m. There being no written or verbal comments, the public participation section was closed. APPROVE THE JANUARY 9, 2019 REGULAR BOARD MEETING MINUTES M/S/C (Coats-Goodrich) that the Board approve the January 9, 2019 regular board meeting minutes as submitted. DIRECTORS’ FEES AND EXPENSES FOR JANUARY 2019 M/S/C (Coats-Goodrich) that the Board approve the Directors’ fees and expenses for January 2019 as submitted. REGIONAL RECYCLED WATER PIPELINE DESIGN REIMBURSEMENT AGREEMENT WITH SAN BERNARDINO VALLEY MUNICIPAL WATER DISTRICT The Director of Engineering and Operations provided information regarding the Regional Recycled Water Pipeline Design Reimbursement Agreement with San Bernardino Valley Municipal Water District (Valley District); he stated that the Sterling Natural Resource Center project will include an effluent discharge pipeline to transport recycled water to the Redlands Basins and City Creek for groundwater recharge; he used a map to illustrate where the future recycled water pipeline will lay; and stated that the agreement was approved by the Valley District Board January 15, 2019. M/S/C (Morales-Coats) that the Board authorize the General Manager/CEO to execute the Regional Recycled Water Pipeline Design Reimbursement Agreement with the San Bernardino Valley Municipal Water District. AUTHORIZATION OF THE PURCHASE AND SALE AGREEMENT FOR THE STERLING PROPERTY WITH THE CITY OF SAN BERNARDINO The Director of Strategic Services provided information regarding the sale of District property to the City of San Bernardino as outlined in the 2017 Settlement Agreement relating to the Sterling Natural Resource Center; that the Board surplused the property 3 Minutes 02/13/2019 smg in 2012; once approved by the Board, the District will receive the balance of the East Trunk Sewer Fund from the City of San Bernardino at the close of escrow. Legal Counsel stated that there are no clouds on the title of the property and that all the details of the transaction were detailed in the 2017 Settlement Agreement; and he stated that the transaction is expected to take no more than 30 days to complete. M/S/C (Goodrich-Morales) that the Board authorize the General Manager/CEO to execute the Purchase and Sale Agreement with the City of San Bernardino and San Bernardino Municipal Water Department for APNs 1192-231-01 and 1192-241-01 as outlined in the 2017 Settlement Agreement. ADOPTION OF FIVE-YEAR WORK PLAN The General Manager/CEO provided background information regarding the development of the District’s Five-Year Work Plan; he stated that the development of a Five-Year Workplan was previously adopted as a District-wide goal for Fiscal Year 2018-19; that it will complement the District’s Strategic Plan; that it will allow the District to focus on multiple year projects; and another plan will be developed in five more years. He stated that this effort is designed to provide general policy direction and highlight projects that allow for the prioritization and development of specific tasks necessary for the implementation. M/S/C (Coats-Morales) that the Board adopt the Five-Year Work Plan as submitted. FISCAL YEAR 2018-19 MID-YEAR BUDGET REVISIONS The Chief Financial Officer gave a brief presentation of FY 2018-19 mid-year Budget revisions: he reviewed the operating budget, gave program summaries, presented an overview of the capital budget, discussed staffing changes, and reviewed accomplishments and District awards. He presented details on one minor and two significant expenditure increases to the Budget. He stated that the significant increases were previously discussed with the Board and as a formality they are being presented today. He also reviewed proposed revenue adjustments to cover the expenditure requests. M/S/C (Goodrich-Coats) that the Board approve amendments to the Fiscal Year 2018-19 Operating and Capital Budgets as submitted. BOARD OF DIRECTORS’ REPORTS Director Coats reported on the following: January 30 he attended a joint meeting between San Bernardino Valley Municipal Water District and San Bernardino Municipal Water Department; February 1 he attended California Special District Association’s Committee meeting; and February 5 he attended San Bernardino Valley Municipal Water District’s Board meeting. 4 Minutes 02/13/2019 smg Vice Chairman Smith reported on the following: February 6 he attended San Bernardino Valley Water Conservation District Board meeting and watched the California State Assembly Informational Hearing on Safe and Affordable Drinking Water; and February 7 he met with the Director of Strategic Services to review the agenda. Director Morales reported on the following: February 6 he watched the California State Assembly Informational Hearing on Safe and Affordable Drinking Water; February 8 he attended the East Valley Association of Realtors meeting where he gave an update on the Sterling Natural Resource Center; and February 12 he attended the San Bernardino Board of Water Commissioners meeting where the annual audit report was presented. Director Goodrich reported on the following: January 24 he attended the Highland Chamber of Commerce Installation meeting; January 28 he attended the Engineering & Operations Committee meeting and the District’s Special Board Communication training; and February 6 he attended the San Bernardino City Council meeting. Chairman Carrillo reported on the following: January 24 he attended the Highland Chamber of Commerce Installation meeting; January 25 he attended the Legislative & Public Outreach Committee meeting; January 28 he attended the District’s Special Board Communication training; February 7 he met with the Director of Strategic Services to review the agenda; and February 12 he represented the District at the State of the County event. Information only. GENERAL MANAGER/CEO REPORT The General Manager/CEO reported on the following: February 8 staff took students who are enrolled in the Girls in Engineering, Math and Science program on a tour of District headquarters; the District will launch its newly designed website February 28; he will be attending the Annual Bear Valley Shareholders meeting February 19; and he thanked staff for overseeing the District in his absence. The General Manager/CEO informed the Board of upcoming meetings and events: • February 18 – District closed in observance of President’s Day • February 23 @ 10am – “Prepping Your Lawn for Summer” Conservation Workshop • January 28 @ 5:30 p.m. – Special Board meeting: Board Communication Training Information only. LEGAL COUNSEL REPORT No report at this time. 5 Minutes 02/13/2019 smg BOARD OF DIRECTORS’ COMMENTS Director Coats and Vice Chairman Smith thanked everyone for attending the Board meeting and for their support of the District. Chairman Carrillo thanked everyone for attending the Board meeting and expressed his appreciation to Mr. Paul Kielhold, Vice Chairman of San Bernardino Valley Municipal Water District, for attending. Information only. ADJOURN The meeting adjourned at 6:58 p.m. ___________________________ Chris Carrillo, Board President __________________________ John Mura, Secretary 1 Minutes 2/27/2019 smg Draft pending approval EAST VALLEY WATER DISTRICT February 27, 2019 REGULAR BOARD MEETING MINUTES The Chairman of the Board called the meeting to order at 5:30 p.m. Mr. Tompkins led the flag salute. PRESENT: Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT: None STAFF: Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Justine Hendricksen, District Clerk; Shayla Gerber, Senior Administrative Assistant LEGAL COUNSEL: Jean Cihigoyenetche GUEST(s): Members of the public PUBLIC COMMENTS Chairman Carrillo declared the public participation section of the meeting open at 5:30 p.m. There being no written or verbal comments, the public participation section was closed. APPROVAL OF AGENDA M/S/C (Coats-Goodrich) that the February 27, 2019 agenda be approved as submitted. APPROVE THE JANUARY 23, 2019 REGULAR BOARD MEETING MINUTES M/S/C (Coats-Smith) that the Board approve the January 23, 2019 regular board meeting minutes as submitted. APPROVE THE FINANCIAL STATEMENTS FOR JANUARY 2019 M/S/C (Coats-Smith) that the Board approve the financial statements for January 2019 as submitted. 2 Minutes 2/27/2019 smg JANUARY DISBURSEMENTS M/S/C (Coats-Smith) that the General Fund Disbursements #253515 through #253681 which were distributed during the period of January 1, 2019 through January 31, 2019, bank drafts, and ACH Payments in the amount of $10,142,341.91 and $328,599.03 for payroll and benefit contributions, totaling $10,470,940.94 be approved. WEBSITE REDESIGN UPDATE The Director of Strategic Services provided the Board a preview of the District’s redesigned website; she stated that no stock photos were used, only photos taken by staff around the District; she stated that the website is more user friendly and will display on mobile apps more smoothly; that steps were taken to create an enhanced experience; that it is Americans with Disabilities Act (ADA) compliant; and that the new website is scheduled to launch February 28. Information only. STERLING NATURAL RESOURCE CENTER PROJECT UPDATE The Director of Strategic Services provided a Sterling Natural Resource Center (SNRC) construction progress update; she stated that the project has experienced a minor slow down with recent rainfall; and that design efforts are near 60% completion. She discussed safety precautions that are being taken in digging the influent pump station. She displayed the District’s time-lapse camera of the construction progress; and stated that the camera will post only during daylight hours for security measures. Information only. MATERIAL TESTING AND INSPECTION SERVICE CONTRACT FOR THE STERLING NATURAL RESOURCE CENTER The Director of Engineering and Operations provided information regarding a proposal from Group Delta to provide material testing and inspection services for the Sterling Natural Resource Center (SNRC) project; he stated that during the construction of the SNRC and associated effluent pipelines, material testing and inspections will be needed to determine whether the work conforms with the specified requirements of construction. He stated that Group Delta was previously selected to perform Phase 1 study of the suitability of the Sterling Natural Resource Center site and due to their familiarity of the project and site, they are an ideal candidate to perform Quality Assurance testing required for the project. M/S/C (Goodrich-Coats) that the Board authorize the General Manager/CEO to execute a contract with Group Delta Consultants to provide Material Inspection Services for the Sterling Natural Resource Center project for a not-to-exceed amount of $613,673. 3 Minutes 2/27/2019 smg BOARD OF DIRECTORS’ REPORTS Director Coats reported on the following: February 19 he attended the San Bernardino Valley Municipal Water District Board meeting; February 25 he attended the Association of San Bernardino County Special Districts meeting; and February 26 he met with Mr. Bill Kelly to discuss the General Manager/CEO’s evaluation. Vice Chairman Smith reported on the following: February 14 he met with the General Manager/CEO to discuss District business; February 21 he met with the General Manager/CEO to review the agenda; February 25 he met to discuss the General Manager/CEO’s Goals and Objectives for Fiscal Year 2019-20 and he attended the Association of San Bernardino County Special Districts meeting; February 26 he attended the Highland Chamber of Commerce meeting and he met with Mr. Bill Kelly to discuss the General Manager/CEO’s evaluation. Director Morales reported on the following: February 14 he attended California Special District Association’s “Board Member Best Practices” Workshop; February 20 he attended Association of California Water Agencies Region 9 meeting; and February 26 he met with Mr. Bill Kelly to discuss the General Manager/CEO’s evaluation. Director Goodrich reported on the following: February 20 he attended the San Bernardino City Council meeting; February 25 he attended the Association of San Bernardino County Special Districts meeting; February 26 he met with Mr. Bill Kelly to discuss the General Manager/CEO’s evaluation and met with the General Manager/CEO to discuss District business. Chairman Carrillo reported on the following: February 21 he met with the General Manager/CEO to review the agenda; February 25 he met to discuss the General Manager/CEO’s Goals and Objectives for Fiscal Year 2019-20 and he attended the Association of San Bernardino County Special Districts meeting; and February 26 he met with Mr. Bill Kelly to discuss the General Manager/CEO’s evaluation. Information only. GENERAL MANAGER/CEO REPORT No report at this time. LEGAL COUNSEL REPORT No report at this time. BOARD OF DIRECTORS’ COMMENTS Director Coats thanked Mr. Wayne Brown for consistently attending the District’s Board meetings. 4 Minutes 2/27/2019 smg Chairman Carrillo thanked staff for their presentations and thanked Mr. Wayne Brown for attending tonight’s meeting. Information only. ADJOURN The meeting adjourned at 6:17 p.m. ___________________________ Chris Carrillo, Board President __________________________ John Mura, Secretary R ecommended b y: Jo hn Mura G eneral Manager/C EO R espec tfully sub mitted: Jus tine Hendric ksen District C lerk B O AR D AGE N D A S TAF F R E P ORT Agenda Item #3.d . Meeting Date: Marc h 13, 2019 C ons ent Item To: G o verning Board Memb ers F rom: G eneral Manager/C EO Subject: Approve Directo rs ' fees and expens es for F ebruary 2019 R E C O MME N D AT IO N: Approve the G o verning Board Memb ers ’ fees and exp ens es for F ebruary 2019. B AC KGR O UN D / AN ALYS IS : T he Board has ins truc ted s taff to lis t all d irecto r fees and expenses as a s ep arate agenda item to s how full fis c al trans p arency. O nly after Board review and approval will the c o mp ens ation and expens es be paid. AG E N C Y G O ALS AN D OB J E C T IVE S : G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability a) P rac tice Trans parent and Ac countab le F is cal Management R E VIE W B Y O T HE R S : T his agenda items has been reviewed by the Ad minis tratio n d ep artment. F IS C AL IMPAC T T he fis c al impac t as soc iated with this agenda item is $6,618.29 which is included in the current fiscal budget. ATTACH M E N TS: Description Type Directors' Expense Reports February 2019 Backup Material BOARD AGENDA STAFF REPORT Agenda Item #5. Meeting Date: March 13, 2019 Discussion Item To: Governing Board Members From: Chairman of the Board Subject: Approval of General Manager/CEO's 2019/20 Goals and Objectives RECOMMEND ATION: Staff recommends that the Board of Directors Approve the 2019/20 General Manager/CEO’s Goals and Objectives. BACKGROUND / ANALYSIS: Each year, as part of the General Manager’s annual performance evaluation, the Board of Directors develops updated goals and ob jectives to provide d irection and measure degrees of organizational success that are expected to be comp leted within a one-year time frame. The FY 2019/20 Goals and Ob jectives have been developed to reflect the priorities inc luded in the recently adopted Five Year Plan. Add itionally, these goals will serve as the District-wide goals in the annual budget. General Manager/CEO FY 2019/20 Goals: Optimize Infrastructure Systems Finish the consolidation of the North Fork Water Company. Begin negotiations with the Tres Lagos Mutual Water Company. Financial Stability with Full Understanding of Operational Complexities Begin developing a resource list for execution of the Five-Year Plan. Develop a long-term staffing and maintenance plan. Conduct a water and wastewater rate study. Protect Organizational Investments Begin updating the District’s Succession Plan. Facilitate communication training. Cultivate external partnerships. Maximize the District’s Position Cultivate relationships with development through a business-friendly culture. Conduct a feasibility study for a water treatment plant on the east end of the service area. Evaluate the potential of constructing digestors at the Sterling Natural Resource Center. R ecommended b y: C hris C arrillo C hairman o f the Board Evaluate the p otential of c o nstruc ting diges tors at the S terling Natural R esource C enter. Have Others S ee the District as a P remier Agency C o mplete the preliminary design o f the C HEF b uild ing, es tab lis h a fundrais ing bud get and commenc e that effort. S up p o rt and encourage the Board o f Directo rs invo lvement in regio nal ac tivities and wo rksho p s. AG E N C Y G O ALS AN D OB J E C T IVE S : G oal and O b jectives I - Implement Effec tive S o lutio ns T hrough Visionary Leadership a) Identify O pportunities to O p timize Natural R esourc es b) Maximize Internal C ap ab ilities through O ngoing P ro fessional Development c ) S trengthen R egio nal, S tate and National P artners hips d) Enc o urage P erfo rmance Bas ed R esults T hrough S taff Emp o werment G o al and O bjec tives I I - Maintain a C ommitment to S us tainab ility, Transparenc y, and Ac c o untability a) P rac tice Trans parent and Ac countab le F is cal Management b ) Utilize Effective C ommunic atio n Method s c) P urs ue Alternative F unding S ources d ) P rovide Q uality I nfo rmation to Enc o urage C o mmunity Engagement G o al and O bjec tives I I I - Deliver P ublic S ervic e with P urpose W hile Emb rac ing C ontinuo us G rowth a) Ad vanc e Emergency P repared ness Effo rts b ) S trive to P rovid e World C lass C usto mer R elations c) P ro mote a P o s itive O rganizational C ulture d ) Embrace an Environment of Active Learning and Knowled ge S haring G o al and O bjec tives I V - P romo te P lanning, Maintenanc e and P res ervatio n o f Dis tric t R esources a) Develop P ro jec ts and P ro grams to Ens ure S afe and R eliable S ervices b ) Enhanc e P lanning Efforts that R es p o nd to F uture Demands c) Ded ic ate Effo rts To ward S ys tem Maintenance and Mo d ernization d ) Enab le F act-Bas ed Dec is io n Making T hrough S tate-o f-the-Art Data Management F IS C AL IMPAC T T he G eneral Manager/C EO ’s go als and objec tives are the b as is by whic h the Bo ard of Direc tors d etermines the G eneral Manager/C EO ’s Incentive P rogram d uring his annual evaluation. ATTACH M E N TS: Description Type Five Year P lan Cover M e mo 5-YEAR WORK PLAN EAST VALLEY WATER DISTRICT LEADERSHIP | PARTNERSHIP | STEWARDSHIP SUMMARY East Valley Water District has set out to be a world class organization, with a focus not only on providing safe and reliable drinking water but of enhancing and preserving the quality of life for our community. In order to achieve these high expectations, a series of planning and tracking measures must be implemented. Operating as a world class organization requires the internal team to continuously act in exemplary ways. Through a series of planning measures, the Governing Board, staff, and the community have developed a District vision that empowers the organization to take actions to be innovative, efficient, and effective. From this vision, a Strategic Plan has been developed to guide District operations. The next step in the planning process is looking to the future in a strategic manner. Many of the District’s critical efforts require careful planning, environmental awareness, and clear prioritization to allow for on-going daily operations while addressing specific long-term needs. Having intermediate and long-term plans in place allows for steps to be taken that support sustainable operations, however, it is a dynamic process which can require adjustment to external factors as necessary. ST R A T E G I C P L A N W O R K F L O W 78 Enhance and preserve the quality of life for our community through innovative leadership and world class public service. Optimize Infrastructure Systems Mutual Water Company Consolidations North Fork Acceptance of Effort Program Development Financials Surface Water Treatment Plant/ Uses for Water City Creek Arroyo Verde Tres Lagos System Optimization Short-term Obligations Long-term Infrastructure Financial Stability with Full Understanding of Operational Complexities Rates Cost of Service Analysis Impact Fees Pension Obligations Payment Schedule Grants Understand Debt Impacts and Cycles Acknowledge Unknowns Protect Organizational Investments Culture Branding Foster Commitment Foster Belief in Who We Are Staffing Analysis Succession Planning Caliber of Employees & their replacements What Makes us Different Continued Growth and Development Maximize the District's Position Facilitate Win-Win with New Development Engineering Staffing Policies/ Practices Updates Consistency Maintain a Nexus between the Master Plns and Development Agreements Infrastructure Master Plan (15, 20 year plans) Water Avoid Short-sided Decisions Wastewater Understand Constraints Understand Deficiencies Development District Properties Energy Efficiencies Repair/Rehab Septic-to-Sewer Have Flexibility Water Cost SNRC Security Network Facilities Actively Participate in Regional Projects Partnerships San Manuel Village Lakes Groundwater Council HCP- Santa Ana River HCP- Wash Plan Reduction of GW Dependence Capital Improvement Plan Less Sequencing, More Flexibility Ability to Take Advantage of Opportunities Have Others See the District as a Premier Agency CHEF Spark community loyalty and connection Develop organizational structures Facilities mapping / planning Financials Fundraising Outreach Long-term maintenance Regional Involvement ResourcesDistrict Vision Leadership, Partnership Stewardship Strategic Plan 5, 10, 20 -Year Plan Program/ Individual Goals Desired Results, Available/Needed Resources, Actions to be taken, Measures 5YearwithDistrictVision_2-6-19.mmap - 2/6/2019 - Mindjet