A quick introduction to performance reporting 1 Strategic Plan - PowerPoint PPT Presentation

A quick introduction to performance reporting 1

Strategic Plan Hierarchy 2

Strategy “Owners” and “Collaborators” 3

Strategy “Owners” and Objective “Owners” 4

Illustrative Example of Objective Timelines 5

F.3.03 Consolidate telecommunication and network equipment SCV Water Objective Owner 2 CP Cris Perez Collaborators Jeff Herbert JH Description Start Date Evaluate solutions relative to organizational infrastructure and 12/1/19 deploy technology to resolve and consolidate telecommunication needs. End Date Analysis October 2019 6/30/21 Milestones Recommendations October 2019 Create Ad Hoc Working Group SCV Water | 12/18/19 - 6/30/21 Select Telecommunication System SCV Water | 4/2/20 - 6/30/20 Strategies F.3 -- Implement integrated technology and applicatio … SCV Water Gantt Chart 2019 2020 2021 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Name SCV Water  F.3.03 Consolidate telecommunication and network equipment  Create Ad Hoc Working Group  Select Telecommunication System SCV Water October 2019 Report ClearPoint Briefing Book Generated 11/19/2019 5:06:12 pm, Page 1

Measures of Progress SCV Water Goal KPI Description Charts Goal “A”: Customer/Community A complaint log is maintained by (Goal A) 1. Complaint log Count of number of Customer Service to document statistics non-outage Implement policies supporting the customer concerns and their complaints by social, quality of life, and outcomes. A quarterly internal month environmental values of review of the log will occur and the community. 28 0 summarized for mention to the 9 9 9 0 0 0 1 1 1 2 2 2 Board. 0 0 0 0 0 0 2 2 2 2 2 2 r r h y y y e e l r c a u b b a r M J m m a u M n e e a t v p J o e N S Actual Target The average time it takes to close (Goal A) 2. The length of time it takes to resolve customer a customer issue from the time it is received. issues … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r y y y e i e r b r p l r a u b a o A o u J u t t c n n c a a O O J J Actual Target The count of all unscheduled, (Goal A) 3. Number of emergency shut-offs during the unscheduled emergency shut- reporting period. offs and scheduled shut-offs … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal A) 4. Stakeholder awareness of water issues affecting ratepayers and SCV Water … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target (Goal A) 5. Level of public awareness of available water saving rebates and programs … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A J o u u t n t n c c O a a O J J Actual Target SCV Water November 2019 Report ClearPoint Briefing Book Generated 11/19/2019 6:09:20 pm, Page 1

Goal KPI Description Charts (Goal A) 6. Public awareness and opinion of SCV Water, the services it provides and its role in the community … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal A) 7. Level of active participation in organizations by SCV Water Directors and staff … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal A) 8. Diversity of organization memberships … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target Goal “B”: Infrastructure Reliability Target: 95% confidence level (Goal B) 1. Sufficient water storage and put-and-take Implement, operate, and maintain capacity to ensure water water infrastructure to ensure banking program success in sustainable water service meeting annual demands provision. … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A J o u u t n t n c c O a a O J J Actual Target Budget vs actual expenditure to (Goal B) 2. Annual Major Capital Improvement evaluate progress, project management, and timing of bond Program (CIP) actual expenditures against planned issues … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r y y y e i e r b r p l r a u b a o A o u J u t t c n n c a a O O J J Actual Target SCV Water November 2019 Report ClearPoint Briefing Book Generated 11/19/2019 6:09:20 pm, Page 2

Goal KPI Description Charts (Goal B) 3. Progress of the Pipeline Inspection Program … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal B) 4. Progress to develop and implement an Asset Management Program … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target (Goal B) 5. Number and Proportion of service line leaks to service connections and mainline volume of service leaks and main breaks breaks to miles of mainline. … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target Proportion of services lines (Goal B) 6. Service line replaced vs number of service line replacement progresss leaks … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A J o u u t n t n c c O a a O J J Actual Target Proportion of valves exercised vs (Goal B) 7. Number of valves exercised number of valves in the system … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r y y y e i e r b r p l r a u b a o A o u J u t t c n n c a a O O J J Actual Target SCV Water November 2019 Report ClearPoint Briefing Book Generated 11/19/2019 6:09:20 pm, Page 3

Goal KPI Description Charts Proportion of dead-ends flushed (Goal B) 8. Number of dead- compared to number of dead-ends end areas flushed in the system … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal B) 9. Number of meters Proportion of meterrs replaced compared to number planned at replaced compared to planned the beginning of each FY. … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target Goal “C”: Water Supply & Resource (Goal C) 1. Average year Sustainability water supply exceeds ten- year projected water demand Implement water supply programs to ensure the service area has reliable and sustainable supplies … 0 0 0 0 1 of water. 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A J o u u t n t n c c O a a O J J Actual Target (Goal C) 2. Compliance with state requirements (SBX 7-7, SB 60 and AB 2668) to impove urban water-use efficiency … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r y y y e i e r b r p l r a u b a o A o u J u t t c n n c a a O O J J Actual Target SCV Water November 2019 Report ClearPoint Briefing Book Generated 11/19/2019 6:09:20 pm, Page 4

Goal KPI Description Charts (Goal C) 3. Maintain use of groundwater supplies consisent with the groundwater basin operating plan and UWMP … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y e y r b r p l r a u b a o A u J o u t n t n c c a a O O J J Actual Target (Goal C) 4. SWP supply reliability consistent with the SWP Delivery Capability Report and the UWMP … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A u J o u t n t n c c O a a O J J Actual Target (Goal C) 5. Monthly monitoring of production and consumption compared to historic months … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r e y i y y r e r l r b p u b a a o A J o u u t n t n c c O a a O J J Actual Target (Goal C) 6. Monthly monitoring of water loss … 0 0 0 0 1 2 2 2 2 2 0 0 0 0 0 0 2 2 2 2 2 2 r l r y y y e i e r b r p l r a u b a o A o u J u t t c n n c a a O O J J Actual Target SCV Water November 2019 Report ClearPoint Briefing Book Generated 11/19/2019 6:09:20 pm, Page 5