HomeMy WebLinkAboutAgenda Packet - Finance & Human Resources Committee - 04/11/2023FINANCE & HUMAN RESOURCES COMMITTEE
APRIL 11, 2023
East Valley Water District was formed in 1954 and provides water and wastewater services to
103,000 residents within the cities of San Bernardino and Highland, and portions of San
Bernardino County.
EVWD operates under the direction of a 5member elected Board.
COMMITTEE MEMBERS
David E. Smith
Governing Board Member
Ronald L. Coats
Governing Board Member
Finance & Human Resources Committee Meeting
April 11, 2023 1:30 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
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.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk 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 California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
INFORMATIONAL ITEMS
1.Review FY 202324 Program Goals and Objectives
REPORTS
2.Finance Activities
3.Human Resource Activities
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEAPRIL 11, 2023East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERS
David E. Smith
Governing Board Member
Ronald L. Coats
Governing Board Member
Finance & Human Resources Committee Meeting
April 11, 2023 1:30 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
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.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk 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 California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
INFORMATIONAL ITEMS
1.Review FY 202324 Program Goals and Objectives
REPORTS
2.Finance Activities
3.Human Resource Activities
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEAPRIL 11, 2023East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERSDavid E. SmithGoverning Board Member Ronald L. CoatsGoverning Board MemberFinance & Human Resources Committee MeetingApril 11, 2023 1:30 PM31111 Greenspot Road, Highland, CA 92346www.eastvalley.orgPLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 8854900 at least 72 hours prior to said meeting.
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.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk 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 California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
INFORMATIONAL ITEMS
1.Review FY 202324 Program Goals and Objectives
REPORTS
2.Finance Activities
3.Human Resource Activities
ADJOURN
Agenda Item
#1
April 11, 20231
Meeting Date: April 11, 2023
Agenda Item #1
Informational Item
7
5
9
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Review FY 2023-24 Program Goals and Objectives
RECOMMENDATION
This agenda item is for informational purposes only, no action is required.
BACKGROUND / ANALYSIS
East Valley Water District is a performance-based organization, focused on achievement
of goals derived from the Strategic Plan and Five-Year Work Plan adopted by the Board
of Directors (Board). The Five-Year Work Plan is the framework of long-term goals
related to District infrastructure improvements, operations, administration, and
community engagement. Each year the Five-Year Plan is referenced to develop an
annual work plan for the upcoming fiscal year.
With the fiscal year 2023-24 annual work plan as guidance, Program Managers and
staff have been working for the last six weeks on development of Program Goals and
Objectives. Each of the Objectives either directly support the annual work plan for the
upcoming year or are designed to enhance the effectiveness and/or efficiency of service
delivery to District ratepayers.
In addition, staff remained cognizant of the following key considerations that could
have an impact on operations and the way the District delivers services to ratepayers:
•Rates & Reserves
•Funding
•Staffing Plan / Retirements
•Inflation / Supply Chain Delays
•Commissioning of the Sterling Natural Resource Center (SNRC)
•Water Supply and Quality
AGENCY GOALS AND OBJECTIVES
I - Implement Effective Solutions Through Visionary Leadership
D. Encourage Performance Based Results through Staff Empowerment
II - Maintain a Commitment To Sustainability, Transparency, and Accountability
A. Practice Transparent and Accountable Fiscal Management
Agenda Item
#1
April 11, 20232
Meeting Date: April 11, 2023
Agenda Item #1
Informational Item
7
5
9
FISCAL IMPACT
There is no fiscal impact associated with this agenda item. Program goals and
objectives will be used to support funding requests submitted in the proposed 2023-24
fiscal year budget, which will be submitted for Board review at a future workshop.
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
Presentation
Brian Tompkins, Chief Financial Officer
GOALS & OBJECTIVES FY 2023-24
April 11, 2023
2
DEVELOPMENT OF PERFORMANCE MEASURES
3
I.Implement Effective Solutions
•Facility Alternative Energy Resources
•Succession Planning / Recruitment
II.Sustainability, Transparency, and Accountability
•Pension Unfunded Actuarial Liability
•Document Management
III.Embrace Continuous Growth
•Water Reservoir Rehabilitation Program
•Water Main Replacement Program
IV.Preserve District Resources
•Update Strategic Plan
•Water Reclamation Operations
4
ORGANIZATIONAL PRIORITY HIGHLIGHTS
5
KEY CONSIDERATIONS
•Rates & Reserves
•Funding
•Staffing Plan / Retirements
•Inflation / Supply Chain Delays
•Commissioning of the Sterling Natural
Resource Center (SNRC)
•Water Supply and Quality
PROGRAM SUMMARIES
6
7
GOVERNING BOARD
The legislative body of the organization.
Comprised of five members elected at-large
to four-year staggered terms of office.
Governing Board members are responsible
for providing leadership, direction, and
serving as the organizational policy makers.
Board Chairman
Vice-Chairman
Board Member (3)
Total Employees: 5
ACCOMPLISHMENTS
Provided Organizational
Direction and Set
Expectations through Policy
Decisions Consistent with
the Five-Year Work Plan
•Completed professional recruitment
campaign for a new General
Manager/CEO
•Approved Administrative Policy 2.4 –
Telework Policy
•Conducted the General Manager/CEO
annual evaluation, including
establishment of FY 2023-24 Goals
Addressed Policy Decisions
Related to the SNRC
•Approved the Balfour Beatty contract
amendment
•Participated in the soft opening for the
SNRC Administrative building and
Weaver Basin groundbreaking ceremony
Conducted All Activities
Required for the Board of
Directors Election
•Coordinated with the San Bernardino
County Registrar of Voters to hold the
2022 elections
•Updated and posted electoral
information on the District’s website, in
accordance with statutory requirements
•Reviewed and updated the Candidate
Orientation Program
8
GOALS & OBJECTIVES
•Consider actions to acquire outstanding shares of the North Fork Water Company
•Consider City Creek Mutual Water Company dissolution
•Convene a City Creek Mutual Water Company Board Meeting to update officers
•Conduct General Manager/CEO annual evaluation
•Engage in a strategic planning session to establish District goals and objectives
Provide Organizational Direction and Set Expectations through
Policy Decisions Consistent with the Five-Year Work Plan
•Consider agenda items related to project completion and commencement of the SNRC
•Participate in activities that encourage community engagement for the SNRC
Address Policy Decisions Related to the SNRC
•Evaluate and develop a legislative platform
•Engage with legislators to promote the legislative platform
•Engage community of strategic plan and goals and objectives
Engage Elected Officials and Community on the District’s
Strategic Priorities and Legislative Priorities
9
10
GENERAL ADMINISTRATION
Ensures the District’s business and daily
operation activities are performed following
federal, state, and District Board-approved
policies.
The General Manager provides daily oversight
for interagency relations for advancing the
District’s initiatives, implements strategic
planning for future operations and capital
improvement funding requirements, and
resource allocation.
Administration is responsible for:
•Implementing the District’s Vision
•Maintaining Official Records
•Promoting Public Trust and Ensuring Transparency
Compliance
Total Employees: 3
General
Manager / CEO
District Clerk
Administrative
Specialist
Completed
Consolidation /
Dissolution of
North Fork Water
Company (NFWC)
•Entered eminent domain
proceedings to acquire
remaining nine shares of
NFWC, not owned by the
District
•Maintained NFWC annual
compliance review
Developed
Document
Management
Process
•Developed naming
convention for efficient
document retrieval
•Began process for scanning
vital documents and
incorporating them into the
electronic document
repository
•Completed training for
Customer Service and
Finance on document
repository systems
•Initiated destruction of 800
boxes in compliance with
the Records Retention
Policy
Developed District
Clerk Handbook
•Evaluated and identified
best practices to be
included in the new
Handbook
•Coordinated with relevant
staff and incorporated
comments and suggestions
into the Handbook
•Prepared a draft Handbook
Community
Heritage Education
Foundation (CHEF)
•Held a Committee Meeting
to discuss long-term action
priorities
•General Manager/CEO held
an annual Board Meeting to
discuss operations,
financials, and a donation
policy
11
ACCOMPLISHMENTS
•Continue with eminent domain proceedings until court ruling is issued
•Perform annual review of prior NFWC shareholders’ water allocation agreement with East Valley Water District
•Consult with legal counsel to determine how the NFWC will operate in the future
•Work with legal counsel toward dissolution of City Creek Mutual Water Company, and schedule Board Meeting if
required
Complete Consolidation / Dissolution of Mutual Water
Companies
•Continue to scan vital documents and incorporate them into the electronic document repository
•Coordinate and train remaining District staff to ensure the document repository system is used consistently
•Continue destruction of documents in compliance with the Records Retention Policy
Implement Document Management Process
•Review and revise overall District Strategic Plan
•Complete District Clerk Handbook and present to the Finance and Human Resources Committee
•Continue working with Community Heritage and Education Foundation (CHEF) Board and Committee members to
finalize scope of project
Document / Update Organizational Priorities and Philosophies
12
GOALS & OBJECTIVES
13
HUMAN RESOURCES
Responsible for administering programs to
attract and retain a diverse and qualified
workforce. To remain an industry leader, this
Program analyzes compensation and benefits
packages against the market and implements
new initiatives based upon market demands.
Additionally:
•Supports a successful workforce by
acknowledging the need to build a
work-life balance
•Creates programs focused on the health and
wellness of all employees
•Administers the Risk Management Program to
mitigate personnel injuries, property damage,
and financial loss for the District
•Administers the Pathway Program
Total Employees: 2
Director of
Administrative Services
Human Resources
Coordinator
Implemented Workforce
Programs in Support of the
SNRC
•Recruited and onboarded Wastewater
Treatment Operators for the SNRC
team
•Facilitated a transition plan to relocate
staff to the SNRC site
Promoted a Positive
Organizational Culture that
Maintained a Supportive and
Encouraging Work
Environment
•Implemented training and development
programs for staff at all levels
throughout the organization
•Ensured connection between the new
General Manager/CEO with staff by
continuing the Breakfast with the Boss
program, conducting annual staff focus
group meetings, and prioritizing
interactions with individual
departments
•Implemented Telework Policy that
maintains District work expectations
while allowing scheduling flexibility
•Negotiated a three-year MOU that
considered both long-term financial
commitments and employee morale
Promoted Regional
Involvement and Provided
Workforce Experience and
Educational Opportunities
•Enhanced the District’s Water and
Resource Management Pathway
Program to be more accessible to
students within their current class
structure
•Modified current internship program for
local youth to a summer internship
program that provides more convenient
work experience opportunities
•Created a marketing campaign to
recruit and onboard Customer Service
and administrative volunteers
14
ACCOMPLISHMENTS
•Continue to recruit and onboard quality candidates to join the SNRC team
•Create administrative policies regarding work schedules and standby responsibilities for SNRC maintenance and
operations
•Identify opportunities to ensure collaboration between staff located at District Headquarters and the SNRC
Implement Workforce Programs in Support of the SNRC
•Update the District’s Succession Plan to identify organizational growth, prepare for future retirements, and continue
to provide training and development opportunities for staff
•Ensure salaries, benefits, and related programs are executed as adopted in the Memorandum of Understanding
(MOU) effective July 1, 2023 -June 30, 2026
•Implement the Onboarding module of our current NeoGov Recruitment Suite to enhance the new-hire onboarding
and transition process
Promote a Positive Organizational Culture that Maintains a
Supportive and Encouraging Work Environment
•Engage schools within the District’s service area to promote participation in water industry workforce experiences
•Monitor progress of summer internship program and report on program’s success to the Board
•Develop educational and interactive tours of the SRNC with hands on lab experiments for students to understand
wastewater physical and biological processes
Promote Regional Involvement and Provide Workforce
Experience and Educational Opportunities
15
GOALS & OBJECTIVES
16
PUBLIC AFFAIRS
Oversees internal and external communication
programs consistent with the District’s Vision
and guiding principles.
Through community and media relations, the
Program provides effective and strategic
communications to various stakeholders.
This program is responsible for:
•Grant Writing
•Emergency Preparedness
•Facility Rental Programs
Total Employees: 4.5
Director of
Strategic
Services
Public Affairs/
Conservation
Manager
Public Affairs
Coordinator
Part-Time
Community
Relations
Representative
(0.5)
Public Affairs
Specialist
Advanced Construction of
the SNRC and
Implemented Facility
Operations
•Hosted community activities to
maximize the SNRC public space
including facility rentals and hosted
events
•Implemented the Wildlife Management
Plan training and monitoring program
•Identified and engaged community
stakeholders regarding SNRC
construction and commissioning
Utilized Communication
Methods that Enhanced the
District’s Brand
•Re-engaged with community members
and organizations as post COVID-19
activities resumed in-person
•Highlighted the District’s premier
agency standards through
presentations / engagements with
national and regional organizations
such as ACWA, CMUA, WateReuse,
CSDA, and PRSA
•Enhanced digital outreach tools to
increase customer engagement and
online presence of the District
Advanced the District’s
Emergency Preparedness
Program
•Held annual review of the Emergency
Response and Hazard Mitigation Plans
•Implemented the updated emergency
response training program following
plans established by the District and
participated in a tabletop exercise
•Monitored grant funding opportunities
to construct mitigation measures
identified in the District’s emergency
plans
17
ACCOMPLISHMENTS
•Host a ribbon cutting event for SNRC operations
•Partner with third parties to offer community activities to maximize the SNRC public space
Implement Community Based Activities at the SNRC
•Engage with community members and organizations through pop-ups, presentations, and local events
•Enhance the District’s digital presence through a website redesign and continue to increase social media
engagement
•Facilitate and update the District’s Strategic Plan
Utilize Communication Methods that Enhance the District’s
Priorities
•Conduct formal update of the Emergency Response and Hazard Mitigation Plans
•Partner with local and regional agencies for advanced emergency response trainings
•Continue monitoring grant funding opportunities to construct mitigation measures identified in the District’s
emergency plans and critical infrastructure projects
Advance the District’s Emergency Preparedness Program
18
GOALS & OBJECTIVES
19
CONSERVATION
Oversees programs that facilitate and
encourage sustainable water use throughout
the District.
Additionally, this program is responsible for:
•Communicating conservation benchmarks to
various regulatory agencies
•Preparing regulatory compliance documents
•Monitoring legislative affairs
Total Employees: 1
Director of Strategic
Services
Conservation
Coordinator
Public Affairs /
Conservation
Manager
Coordinated Necessary
Program Working Groups to
Complete Conservation
Reports
•Facilitated working group meetings for
the purpose of tracking informational
data requests for State mandated
reports
•Prepared and submitted required
regulatory reports such as the Supply
and Demand Assessment and the
Drought Risk Assessment
Evaluated Rebate Program
Success and Implemented
Program Enhancements
•Enhanced the rebate program to assist
customers increase outdoor efficiency
with the implementation of the Parkway
Transformation and Irrigation Retrofit
Program (Parkway and irrigation retrofit)
•Developed digital material and other
educational elements to provide
customers with conservation resources,
free community events (Earth Day
Festival), and four workshops
Participated in the Legislative
Process as it Related to
Changes in Conservation
Regulations
•Actively participated in the legislative
and regulatory process, (AB 2449, SB
1157, SB 222, etc.) and updated District
stakeholders on relevant impacts to
District programs
•Monitored legislation related to low-
income rate assistance, residential water
use standards, and communicate
changes affecting District operations
•Completed semi-annual Conservation
and legislative updates to staff, the
Governing Board, and quarterly updates
to the Legislative and Public Outreach
Committee and Community Advisory
Commission
•Following the Governor’s Executive
Order, implemented Stage 2 of the
District’s Water Shortage Contingency
Plan
20
ACCOMPLISHMENTS
•Maintain working group meetings for the purpose of tracking informational data requests for State mandated reports
and identifying data inputs for new reporting requirements
•Prepare and submit required water use efficiency reports such as the Drought Contingency Plan, Drought Risk
Assessment, Urban Water Use Objectives, and Commercial, Industrial, Institutional (CII) classifications
Coordinate Necessary Program Working Groups to Complete
Conservation Reports
•Streamline rebate programs to maximize customer water savings in line with new State objectives
•Analyze water consumption data to better understand historical conservation responses to forecast trends
Evaluate Rebate Program Success and Implement Program
Modifications
•Assess industry standards on educational programming and current tactics used by peer agencies
•Participate in quarterly educational activities with schools located within the District’s service area
•Develop digital material and other educational elements to provide customers with conservation resources, free
community events, and four workshops
Engage and Educate Students on Water Resources
Consistent with State Curriculum
21
GOALS & OBJECTIVES
22
FINANCE & ACCOUNTING
Oversees the business operations of the
District in order to provide accountability
and adequate control over the use of
District funds.
This Program also maintains financial
systems and records in accordance with
Generally Accepted Accounting Principles
(GAAP) as well as applicable laws,
regulations, and District policies.
Total Employees: 6
Chief Financial
Officer
Finance
Supervisor
Business
Services
Coordinator
Accountant Accounting
Technician
Sr. Accounting
Technician
Ensured Financial Stability
with Full Understanding of
Operational Complexities
•Completed final billing for City of
Highland and Urban Greening Grant
external funding for the SNRC
•Met with Water Reclamation staff and
the General Manager/CEO to update
cost estimates in the SNRC financial
model
•Completed selection of a rate consultant
for updating cost of service estimates as
a result of inflation and construction
delays
Fully Understood the Cost
and Accounting
Complexities Associated
with New Funds
•Completed setup of the Water
Reclamation Fund in the District’s
financial accounting software
•Completed setup of CFD 2021-1
(Mediterra) in the Tyler software
•Worked with consultant to place
property assessments on tax rolls for
the Mediterra development
Maximized the Utility and
Security of Financial
Software and Data
•Considered moving the Tyler Enterprise
Resource Planning (ERP) software to a
hosted environment but determined to
keep systems in-house at least through
fiscal year 2023-24
•Worked with IT to develop / identify link
between Tyler and Geographic
Information System (GIS) for projects
closed in Fiscal Year 2022-23
23
ACCOMPLISHMENTS
•Establish SNRC debt service and other reserves required to comply with agreements and ensure fiscal sustainability
•Complete Rate Study and schedule Public Hearing to consider rate adjustments if necessary
•Work with PERS staff to determine if the current “level pay” amount is adequate to pay down Unfunded Actuarial
Liability (UAL) in 15 years as planned
•Work with consultant to complete pension Unfunded Accrued Liability Policy and present policy to the Board
Ensure Financial Stability with Full Understanding of Operational
Complexities
•Determine placed-in-service date and finalize total project costs
•Closeout State Revolving Fund (SRF) funding including payment of retention
•Allocate total project costs to physical plant components in sufficient detail to facilitate recording in the accounting
system, future replacements and reasonable depreciation estimates
Fully Understand the Cost and Accounting Associated with
Placing the SNRC in Service
•Develop standard procedures for linking capital improvements in the District’s accounting software to the GIS
mapping software
•Conduct informal review of financial software being used by other water agencies; schedule product demonstrations
if potential replacements for Tyler are identified
•Identify pros and cons for moving Tyler (or new ERP) to a hosted environment
Maximize the Utility and Security of Financial Software and Data
24
GOALS & OBJECTIVES
25
INFORMATION TECHNOLOGY
Manages the District’s technology
infrastructure to support essential business
and operational functions, including:
•Installing and updating software utilized by
other programs
•Implementing cybersecurity measures
including staff training to help ensure the
prevention of data loss
Proactively schedules hardware replacements
as components near end-of-life in order to
reduce the risk of downtime and security
threats.
Coordinates and implements agency-wide
technology by facilitating vendor access and
support for technology focused projects.
Total Employees: 3
Chief Financial
Officer
Information
Technology
Manager
Network
Administrator
Information
Technology
Analyst
Ensured Reliability
of Technology
Infrastructure for
Primary Business
and Operation
Requirements
•Upgraded software, servers
and SCADA radios at Plants
25, 39, 99, 131, and 132
•Replaced remaining end-of-
life servers and switches at
the SNRC and District
Headquarters
•Installed new SCADA virtual
host servers and updated
virtual software licensing at
District Headquarters and
Plant 134
•Ordered valve exercise
equipment
•Did not pursue installation of
malware software due to
conflict with antivirus
software
Improved Systems
and Cybersecurity
Measures for
Response Functions
•Continued monthly email
phishing campaign and
reduced click rate and
educated staff on security
risk
•Established and equipped an
Emergency Operations
Center (EOC) at the SNRC
•Implemented CISCO
umbrella DNS security to add
a layer of security to the
District network
Analyzed Current
Systems to Enhance
Reporting and
Automate Processes
•Implemented Tyler’s EnerGov
Asset Management System
•Finalized the transition from
Cityworks to a new software
solution
•Assisted Administration with
implementing a new naming
convention within Laserfiche
•Reviewed the pros and cons
for transitioning Tyler Incode
from On-Premise to their
hosted solution
Other
Accomplishments
•Replaced backup batteries at
District Headquarters to align
with the Emergency
Response Plan
26
ACCOMPLISHMENTS
•Upgrade all server operating systems to comply with Microsoft server life cycle
•Begin working on updating active directory and group policy cleanup
•Install hardware and software for the SNRC solids, headworks, and main electrical building
•Upgrade District firewalls to comply with standardization best-practice
Ensure Reliability of Technology Infrastructure for Primary
Business and Operation Requirements
•Continue monthly email phishing campaign to reduce click rate and educate staff on security risk
•Implement multi-factor authentication software
•Replace current email security with email cloud security
•Contract for network penetration test
Improve Systems and Cybersecurity Measures for Response
Functions
•Work with General Manager/CEO and Department heads to identify data-based decisions and source of supporting data
•Work with Administration, Customer Service, and Finance staff to implement naming conventions for the District’s
electronic document repository
•Work with Tyler and Customer Service revise and streamline the utility billing packet processing workflow process, and
reconfigure payment contract, conservations reports, disconnection door hangers, and arrearage report
Analyze Current Systems to Enhance Reporting and Automate
Processes
27
GOALS & OBJECTIVES
28
CUSTOMER SERVICE
Provides the community with prompt, courteous,
and world-class customer relations.
As the primary contact point with residents, this
program explores opportunities to provide:
•Thorough and accurate responses to billing
inquiries
•Convenient locations and methods for payment
•Resolve customer concerns about service
delivery by coordinating assistance from Field
personnel
•Follow up with customers regarding the
resolution to their concern
Additionally, staff also downloads meter read
data, audits data, and submits data files to a
third-party vendor for bill printing and mailing.
Total Employees: 7.5
Chief Financial
Officer
Customer
Service
Supervisor
Part-Time
Customer
Service
Rep I (0.5)
Customer
Service
Rep III (2)
Customer
Service
Rep I (2)
Customer
Service
Rep II (2)
Developed Strategies to
Address Organizational
Service Needs
•Worked with IT to implement Tyler’s
mobile work order application in
EnerGov Asset Management
•Reviewed new vendor contracts with
potential expansion of capabilities and
determined existing processes are
more efficient
•Gave Customer Service Supervisor
administrative permissions to provide
staff access to transaction processing
tools
Modified Processes to
Comply with Changes in
Legislation and Agreements
While Maintaining Financial
Stability
•Met quarterly with Conservation to
assist with changing drought
regulations mandated by the State of
California
•Researched collection procedure
options (in practice at other agencies)
to avoid service disconnection as a tool
for collection of delinquent account
balances and determined not a suitable
option for the District
•Continued throughout fiscal year to run
wastewater billing under both SNRC
and City rates, pending transition of all
wastewater flows to the SNRC
Fully Understood and
Utilized Smart Meter
Capabilities
•Coordinated with Public Affairs to
increase the use of AMI data to
support conservation efforts
•Reviewed routes and billing dates for
possible changes to accommodate
timing of bills to customers on fixed
incomes, and determined that
enhancements will need to be made to
billing software
29
ACCOMPLISHMENTS
•Implement new payment options for District customers that are already supported by the District’s billing software
•Work with Public Affairs to address Customer Service needs for the District’s new web portal
Develop Strategies to Address Organizational Service Needs
•Develop and propose a fee for recovery of costs associated with clearing obstructions preventing access to District meters
•Develop and propose penalties or fees to discourage defaults on payment plan contracts
•Research costs associated with credit card charges and propose a fee/charge for cost recovery
•Prepare revisions to ordinance and fee schedule and incorporate them into Public Hearing process for rates
Work with other Departments to Recover Costs That Are Not
Currently Captured by the District Fee Schedule
•Work with Tyler and IT to reconfigure Tyler revenue codes to accommodate new time requirements under SB 998
•Coordinate with Tyler and IT to revise and streamline utility billing packet processing workflow process
Identify and Implement Software Adjustments Needed Due to
SB 998 and other Legislation
30
GOALS & OBJECTIVES
31
METER SERVICES
Maintains a network of approximately 23,000
Advanced Metering Infrastructure (AMI)
meters. The AMI meter program provides the
District and its customers with near real-time
consumption information.
This program also conducts routine
maintenance, testing, and replacement of
meters to ensure billing accuracy.
Total Employees: 2
Director of
Engineering and
Operations
Meter
Technician II
(2)
Field Service
Supervisor
Operations
Manager
Implemented Inspection
Program for AMI Meters
•Identified the need of five vault lid
replacements and created replacement
schedule
•Visually inspected meter boxes where
read problems occurred and
responded to 1,000 units monthly and
made 70 repairs on average per
month
Worked with Customer
Service to Address
Coverage Issues with the
AMI Network
•Confirmed accuracy of two MIUs
(meter interface unit) and meter reads
per month
•Decided not to install additional
registers on meters in routes 44 and
123, that utilize cell towers for data
transmission
Continued Meter Testing
Programs in Compliance
with State Water Audits
Best Practices
•Conducted an audit of 10% of large
meters for accuracy to ensure
compliance with AWWA standards
32
ACCOMPLISHMENTS
•Identify additional necessary vaults in need of lid replacements by utilizing replacement schedule
•Visually inspect necessary meter boxes in routes where read problems are occurring
Implement Inspection Program for AMI Meters
•Confirm and correct MIU (meter interface unit) and meter numbers on meters that are not transmitting reliable
read data
•Install additional data collector near Plant 132 to address unreliable transmission of reads in routes 8, 155, 92,
and 101
Work with Customer Service to Address Coverage Issues
with the AMI Network
•Conduct an audit of 10% of large meters for accuracy to ensure compliance with AWWA standards
•Replace large meters that do not meet AWWA standards
Continue Meter Testing Programs in Compliance with State
Water Audits Best Practices
33
GOALS & OBJECTIVES
34
ENGINEERING
Responsibilities include infrastructure planning,
maintaining a safe and reliable water supply,
and ensuring compliance with federal and state
regulations.
This program oversees wastewater collection
and treatment capital projects.
Additionally, coordinates and supports new
development within the District’s service area
by streamlining plan checking and inspection
efforts.
Total Employees: 4
Director of Engineering
& Operations
Associate Engineer Sr. Engineer (2)
Developed and
Implemented the District’s
Capital Improvement
Program to Address
Rehabilitation and
Maintenance Needs While
Preparing for New
Development
•Completed construction work for
rehabilitation of the reservoir at Plant
108
•Completed design and construction of
the grant-funded stationary generator
at Plant 101
•Completed design work for
rehabilitation of the booster pump
system at Plant 101
•Initiated preliminary design of a Canal
3 Zone reservoir at the Applewood site
Developed Plans to
Optimize District
Utilization of Surface
Water and Groundwater
Sources
•Completed construction of process
improvements related to Granular
Activated Carbon at Plant 134
•Initiated groundwater master planning
efforts to consider short-term and
long-term actions related to
groundwater production capacity
Completed Construction
and Commissioning of the
SNRC
•Completed construction of the
emergency storage basin at the
Weaver Basins Recharge Facility site
35
ACCOMPLISHMENTS
•Complete construction work for rehabilitation of reservoir at Plant 56
•Complete construction work for rehabilitation of booster pump system at Plant 101
•Complete preliminary design of Canal 3 Zone reservoir at the Applewood site
•Complete design and start replacement of 6.5 miles of District water mains
•Monitor the Baseline Bridge replacement project and associated water main relocation
•Design a Plunge Creek under-crossing for the North Fork Water Company Pipeline
Develop and Implement the District’s Capital Improvement Program to Address
Rehabilitation and Maintenance Needs While Preparing for New Development
•Complete a study to evaluate alternatives to optimize surface water treatment capacity within the District
•Complete groundwater master planning efforts to consider short-term and long-term actions related to groundwater
production capacity
•Conduct analysis of alternative energy sources
•Complete design of new groundwater well at Plant 129
Develop Plans to Optimize District Water and Energy Resources
•Complete construction of the regional recycled water pipeline and Weaver Basins
•Participate in the feasibility study for salt mitigation related to recharging groundwater with recycled water
Complete Construction and Commissioning of the SNRC
36
GOALS & OBJECTIVES
BREAK
37
38
WATER PRODUCTION
Responsible for the daily monitoring and
operations of the entire water production
system to ensure preventative maintenance
of all pumps, motors, wells, boosters,
reservoirs, pressure regulating valves
(PRVs), hydro-pneumatic plants, and the
Supervisory Control and Data Acquisition
(SCADA) system.
This program is responsible for water
delivery for the North Fork Water Company.
Total Employees: 7
Director of
Engineering and
Operations
Operations
Manager
Administrative
Assistant
Sr. Water
Production
Operator
Water
Production
Operator II (2)
Water
Production
Operator III (2)
Water
Production
Supervisor
Implemented a Plan to
Identify and Enhance Water
Sources’ Requirements Due
to the SNRC Discharge
Location
•Completed coordination with contractor
to rehabilitate booster at Plant 125 to
accommodate increased well capacity
•Worked with Engineering to determine
best utilization of water produced by
Well 120
•Identified and prioritized making Well
120 operational with electrical, SCADA,
and required permitting
Enhanced the SCADA
System to Achieve Water
Production Requirements
•Investigated and temporarily deferred
installation of SCADA tower to improve
radio communications at District
Headquarters or alternate sites
•Worked with IT to complete ClearScada
software update
•Completed SCADA radio updates at
Plants 25, 33, 37, and 38
Rehabilitated Plant
Components to Ensure
Water Production
•Completed replacement of isolation
valves to repair critical PRV
(Baseline/Sterling, N Church, and
Central/Mansfield) Stations 309, 305,
and 325
•Completed Plant 108 rehabilitation
project
39
ACCOMPLISHMENTS
•Install pressure regulating valve (PRV) at Plant 129 to connect plant to the upper zone distribution system
•Contract for repairs and upgrades to Well 120 to ensure its operational readiness for summer 2023 production
•Support work of contractor to complete rehabilitation of Plant 101
Implement a Plan to Identify and Enhance Water Sources’
Requirements Due to the SNRC Discharge Location
•Work with IT to install SCADA tower to improve radio communications at District Headquarters or alternative site
•Work with contractor to inspect and enhance communication and telemetry
Enhance the SCADA System to Achieve Water Production
Requirements
•Coordinate with Water Maintenance for replacement of isolation valves to repair critical PRV (Baseline/Sterling)
•Work with Engineering for rehabilitation of reservoir at Plant 56
•Solicit proposals and finalize new master agreements for pump and motor maintenance
Rehabilitate Plant Components to Ensure Water Production
40
GOALS & OBJECTIVES
41
WATER TREATMENT
Responsible for water treatment management
of three different sources of supply used by the
District: surface water, groundwater, and
imported state project water.
The District operates Plant 134, which is a
Surface Water Treatment Plant that can treat
Santa Ana River water and imported State
Project Water.
Staff also operates two unique groundwater
treatment facilities:
•Plant 28 uses Granular Activated Carbon (GAC)
•Plant 39 is a blending facility
Total Employees: 2
Director of
Engineering and
Operations
Sr. Treatment
Plant
Operator
Water
Production
Supervisor
Operations
Manager
Supported Construction of
GAC at Plant 134
•Developed an operating plan for Plant
134 while construction is ongoing
•Amended Permit with the State Water
Resources Control Board (SWRCB)
•Provided final performance data to the
SWRCB and closed-out the compliance
order
Completed Plant 134
Membrane Replacements
Using a Five-Phase
Replacement Schedule
•Deferred to allow use of funds for
other projects and rolled forward to
FY 2023-24 objectives
Evaluated and
Rehabilitated Existing
Clean-in-Place Equipment
at Plant 134
•Replaced primary pump and scheduled
remaining pumps for replacement next
fiscal year
42
ACCOMPLISHMENTS
•Develop flow standards to meet water quality objectives
•Determine frequency of carbon filtration media changeouts to maintain water quality
•Implement data collection requirements identified in the permit amendment
Maximize Plant 134 Water Production While Utilizing GAC
Facilities
•Procure the necessary membrane modules from the manufacturer in accordance with the District’s Purchasing Policy
•Coordinate and schedule in-house installation of new membranes in the fifth and final train
Complete Plant 134 Membrane Replacements Using a Five-
Phase Replacement Schedule
•Inspect existing equipment and establish prioritized replacement schedule
•Purchase and install necessary parts and materials to complete the clean-in-place equipment project
Evaluate and Rehabilitate Existing Clean-in-Place Equipment
at Plant 134
43
GOALS & OBJECTIVES
44
WATER QUALITY
Ensures the District’s compliance with State and
Federal Drinking Water Regulations.
This program manages:
•Backflow prevention
•Water sampling
•Fire hydrant flushing program
Water Quality is also assisting in the
development and launch of the Fats, Oils, and
Grease (FOG) program for SNRC pre-treatment.
Total Employees: 2.5
Director of
Engineering and
Operations
Water
Production
Supervisor
Water Quality
Coordinator
Operations
Manager
Water Quality
Technician
Part-Time
Water Quality
Worker
Evaluated Water Quality
Regulations and Improved
Process Efficiencies to
Enhance Water Quality
Compliance
•Implemented sampling programs to
maximize surface water treatment
process efficiencies
•Monitored EPA requirements for
Unregulated Contaminant Monitoring
Rule 5 (UCMR5) sampling
Re-Routed Outdated Fire
Service Backflows to
Aboveground
•Replaced outdated Fire Service
backflows at Stater Bros, Safety Kleen,
and two apartment complexes
Assisted in Launching
Fats, Oils, and Grease
(FOG) Program Transition
and Software Procurement
•Worked with Engineering and IT
during software implementation
•Assisted with program transition and
compliance
45
ACCOMPLISHMENTS
•Implement Updated Sampling Requirements outlined in the District’s latest Permit amendment
•Complete EPA registration for Unregulated Contaminant Monitoring Rule (UCMR5) sample schedule
•Identify sample requirements for US EPA’s Revised Lead and Copper Rule, effective summer 2024
Evaluate Water Quality Regulations and Improve Process
Efficiencies to Enhance Water Quality Compliance
•Complete backflow software migration and implementation for cloud-based service
•Provide customer and private tester training for accessing and updating customer device information via cloud-based
software
•Work with customers to update outdated and unapproved backflow devices
Implement Backflow Program Enhancement Modifications
•Conduct customer outreach and vendor training for cloud-based compliance reporting
•Create customer Best Management Practices campaign to maintain program standards
•Assist Water Reclamation with procurement and management of contract for FOG compliance inspection
Implement Customer / Vendor FOG Program Requirements
and Training Campaign
46
GOALS & OBJECTIVES
47
WATER MAINTENANCE
Responsible for the repair and
replacement of the District’s 300 miles of
water pipeline.
This program coordinates with
Engineering and Water Production to
install water service lines, fire hydrants,
meters, valves, and all related equipment.
Staff members remain on-call during
non-business hours to respond to
customer afterhours requests and
emergencies.
Total Employees: 16
Field Service
Worker I (3)
Field Service
Worker II (4)
Field Service
Supervisor
Sr. Field Service
Worker
Storekeeper /
Buyer
Director of
Engineering and
Operations
Operations
Manager
Field Service
Worker III (6)
Administrative
Assistant
Prioritized Preventative
Maintenance Schedules to
Ensure Equipment
Readiness for Emergency
Response
•Ordered valve exercise equipment and
software
•Inspected, maintained, and replaced
900 of 3,025 hydrants on a three-year
cycle
Completed Evaluation of
Service Order / Asset
Management Software
•Worked with IT to hold product
demonstrations
•Incorporated feedback from staff to
finalize decision and procure Tyler’s
Asset Management software
•Provided training for staff on use of
new software
Continued Replacement
Program for Mains and
Inground Fire Service
Devices
•Replaced undersized main in Pleasant
Hill Drive, west of Palm Avenue
•Coordinated with Water Quality to
develop a replacement schedule for
outdated fire services; and replaced
three inground fire services with new
“N’’ shaped aboveground devices
48
ACCOMPLISHMENTS
•Replace 40 identified inoperable gate valves on west side of the District; Conduct at least 20 in -house and supplement
efforts to replace up to 20 more using outside contractors
•Coordinate with Production to perform valve replacements to isolate crucial PRV stations in Baseline/Sterling, North
Church, and Central/Mansfield
•Inspect, maintain, and replace, as needed, 3,000 hydrants on a three-year cycle
•Solicit proposals and finalize new master agreement for pipeline repair services
Prioritize Preventative Maintenance Schedules to Ensure
Equipment Readiness for Emergency Response
•Continue training all staff on use of new software
•Begin documenting and tracking all labor, equipment, and materials for water maintenance activities
Assess Operation of Tyler’s EnerGov Asset Management
Software
•Replace 1,500 feet of water main in both Elmwood Drive north of Lynwood and Valaria Court east of Valaria Drive
•Coordinate with Water Quality to replace identified outdated fire services
Continue Replacement Program for Mains and Inground Fire
Service Devices
49
GOALS & OBJECTIVES
50
WASTEWATER COLLECTION
Routinely inspects, cleans, repairs, and
conducts replacements of the District’s 230
miles of collection pipelines to prevent spillage
and leak of wastewater.
The pipeline inspection program uses a sewer
inspection Camera/Transporter and Closed-
circuit Television (CCTV) technology to
document pipeline condition attributes for
maintenance or replacement consideration.
Additionally, this Program conducts a weekly
sewer cleaning program using specialized
equipment. The program ensures the entire
system is cleaned within 24 months, with high
maintenance areas cleaned more regularly.
Total Employees: 4
Field Service
Worker II (2)
Field Service
Worker III
Director of
Engineering and
Operations
Operations
Manager
Sr. Field Service
Worker
Administrative
Assistant
Field Service
Supervisor
Continued Wastewater
Collection System
Maintenance and
Management
•Video inspected and assessed all
District sewer mains between the
northern and southern District
boundaries, and west of Victoria (75
miles)
•Cleaned 230 miles of sewer main
Provided Support for New
Fats, Oils, and Grease
(FOG) Program
•FOG program is on hold until the SNRC
is operational and a FOG inspector is
contracted
Assisted with Updating the
Sewer System
Management Plan (SSMP)
•Provided collection data for the SSMP
•Updated collection system assets listed
in the next SSMP
51
ACCOMPLISHMENTS
•Video inspect and assess 75 miles of District sewer mains between the northern and southern District boundaries,
and east of Victoria
•Clean 230 miles of sewer main
•Develop communication protocols for Collection staff to notify SNRC staff of specialized maintenance activities (tree
root chemicals, insects, etc.)
Continue Wastewater Collection System Maintenance and
Management
•Identify high maintenance areas within the collection system for the new contracted FOG inspector
•Assist FOG inspector in prioritizing correction efforts
Provide Support for New Fats, Oils, and Grease (FOG)
Program
•Video sewer mains to identify root intrusions
•Schedule foam blasting of identified areas to control roots
•Schedule spraying of 2,500 manholes for insect control
Keep Sewer Mains Clear of Pest and Obstructions
52
GOALS & OBJECTIVES
53
WATER RECLAMATION
Responsible for treating and disinfecting
8 million gallons of wastewater per day (MGD).
Reclamation of wastewater generated by
District customers will transition from a service
contracted with the City of San Bernardino
Water Department, to in-house operations at
the newly completed Sterling Natural Resource
Center (SNRC) during the 2022-23 Fiscal Year.
SNRC operations include anaerobic digestion
for energy generation to help offset the cost of
power needed to operate the facility.
Total Employees: 9
Director of
Engineering and
Operations
Water
Reclamation
Manager
Administrative
Analyst
Wastewater
Treatment Plant
Mechanic
Electrical and
Instrumentation
Controls
Technician
Sr. Wastewater
Treatment Plant
Operator
Wastewater
Treatment Plant
Operator III (4)
Completed Staffing and
Training for New
Wastewater Treatment
Operations
•Hired Wastewater Treatment Plant
Operator III
•Solicited for three more staff
•Updated staffing plan to hire
remaining staff next year
•Staff participated in several training
events by different vendors
Met and Exceeded
Compliance Requirements
for the SNRC
•Implemented HachWIMS compliance
software
•Negotiated all AQMD and water quality
permits
•Held Title 22 hearing for Effluent
permit
•Updated Sewer Ordinance to establish
legal authority to enforce pre-
treatment program; includes FOG
Commenced Operations at
the SNRC
•Completed seed sludge investigations
•Finalized agreement with Anaergia for
biosolid residual disposal
•Implemented a preventative
maintenance schedule within Tyler
Energov Asset Management software
54
ACCOMPLISHMENTS
•Continue to hire staff in accordance with staffing plan finalized by Human Resources
•Ensure new employees are trained for operations and maintenance for the SNRC
•Work with Water Quality to procure a contract for the FOG program compliance inspector
Complete Staffing and Training for New Wastewater Treatment
Operations
•Implement and manage pre-treatment program.
•Comply with Air Quality Management District (AQMD) emissions requirements.
•Comply with recycled water quality requirements
Meet and Exceed Compliance Requirements for the SNRC
•Complete transition:
•of wastewater flows to the SNRC over a three-month period
•to discharge water to Weaver Basins
•to generate on-site renewable energy
•to dispose residual solids
•Perform optimization of the Aeration system
•Manage new preventative maintenance program
Commence Operations at the SNRC
55
GOALS & OBJECTIVES
56
FACILITIES MAINTENANCE
Oversees the maintenance of all District
facilities located throughout the 30.1 square
mile service area for operating the utility
systems.
The program’s oversight includes these facility
types:
•Administration buildings
•Water facilities
•Sterling Natural Resource Center
•District-owned vacant properties
•Easements
Staff’s focus is to mitigate expenses by
maintaining a complex facilities management
system to achieve department goals.
Total Employees: 2
Director of
Engineering and
Operations
Facilities & Fleet
Supervisor
Operations
Manager
Facilities
Maintenance
Worker II
Completed
Long-Term Site
Improvements at
Plant 39
•Upgraded asphalt roads
around storage tanks
•Deferred construction of
restroom for staff-use at
Plant 39 due to increase
scope of improvements
•Painted pump house exterior
Continued Phased
Upgrades and
Rehabilitation of
District Facilities
•Deferred scheduled
rehabilitation projects at
various Plants due to
unanticipated expenditures
for SNRC
•Installed fire suppression
system at SNRC
Tracked Inventory
at Del Rosa Location
•Deferred inventory tracking
at Del Rosa location due to
pending relocation of
inventory storage
Implemented New
Facilities
Maintenance
Tracking Software
•Worked with IT to select
Tyler’s Energov Asset
Management program
•Transferred existing Facilities’
data into new software
•Worked with IT to develop
custom fields for service
order requests
57
ACCOMPLISHMENTS
•Complete concept, design, and construction of inventory warehouse including automated inventory tracking system
•Install automated access system
•Construct storage bays for bulk class II base and cold mixed asphalt
•Re-roof pump house
Complete Long-Term Site Improvements at Plant 39
•Develop a comprehensive site improvement project list
•Contract for painting building at Plant 33
•Insulate Plant 59 Building
•Complete HVAC project by removing swamp coolers and sealing wall openings at Plants 39, 142, and 149
•Continue to improve energy efficiency of pump houses and other Plant buildings through lighting upgrades, insulation,
and weatherstripping
Continue Phased Upgrades and Rehabilitation of District
Facilities
•Determine most cost-effective solution for physical security at all three sites
Assess Security Needs at SNRC, District Headquarters, and
Plant 134
58
GOALS & OBJECTIVES
59
FLEET MAINTENANCE
Manages the preventative maintenance
program for all District vehicles and heavy
equipment, including the procurement of fleet
items and ensuring compliance with State and
Federal air quality rules and regulations.
The District’s fleet is comprised of light and
heavy-duty utility trucks. Light utility trucks are
used by water and wastewater staff to
maintain the infrastructure.
Heavy equipment fleet includes large
specialized equipment used for routine
maintenance and inspection of the water
distribution and wastewater collection systems.
Total Employees: 1
Director of
Engineering and
Operations
Fleet
Maintenance
Coordinator
Facilities & Fleet
Supervisor
Operations
Manager
Assessed Future
Operations of Fleet
Management
•Transferred Fleet Maintenance
reporting to the new Facilities & Fleet
Supervisor
•Created a new Fleet Maintenance
Coordinator position upon retirement
of the Equipment Mechanic III
•Fulfilled the Fleet Maintenance
Coordinator position with assistance
from Human Resources
Continued to Implement
the Air Quality
Management Program
•Hired a consultant to manage all air
quality regulations for AQMD and the
California Air Resources Board (CARB)
•Transmitted emissions data to the
Bureau of Automotive Repair (BAR),
using new Network Fleet devices
Enhanced the Vendor-
Managed Fleet
Maintenance Program
•Deferred enhancement of the Vendor-
Managed Fleet Maintenance Program
due to pending fulfilment of Fleet
Maintenance Coordinator position
60
ACCOMPLISHMENTS
•Train new Fleet Maintenance Coordinator
•Enhance service orders in the Fleet Maintenance Module within Tyler’s Energov Asset Management (EAM) software
•Complete and distribute a Request for Proposal (RFP) for fuel delivery
•Continue installation of EV charging stations
Assess Future Operations of Fleet Management
•Manage all air quality regulations for AQMD and California Air Resources Board (CARB)
•Transmit emissions data to the Bureau of Automotive Repair (BAR) using new Network Fleet devices
Continue to Implement the Air Quality Management Program
•Complete an RFP for mobile maintenance
•Provide a list of pre-approved safety repairs and replacements for the RFP
•Contract with a vendor to provide detailing for specialized equipment
Enhance the Vendor-Managed Fleet Maintenance Program
61
GOALS & OBJECTIVES
DISCUSSION