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HomeMy WebLinkAbout09-16-10 EO&WR Committee PacketOTAYWATER DISTRICT ENGINEERING,OPERATIONS &WATER RESOURCES COMMITTEE MEETING and SPECIAL MEETING OF THE BOARD OF DIRECTORS 2554 SWEETWATER SPRINGS BOULEVARD SPRING VALLEY,CALIFORNIA Board Room THURSDAY September 16,2010 4:00 P.M. This is a District Committee meeting.This meeting is being posted as a special meeting in order to comply with the Brown Act (Government Code Section §54954.2)in the event that a quorum of the Board is present.Items will be deliberated,however,no formal board actions will be taken at this meeting.The committee makes recommendations to the full board for its consideration and formal action. AGENDA 1.ROLL CALL 2.PUBLIC PARTICIPATION -OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD'S JU- RISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA DISCUSSION ITEMS 3.REVIEW OF THE RESULTS OF THE 2010 EMPLOYEE SURVEY (WILLIAMSON)[15 minutes] 4.APPROVE THE ADOPTION OF A MITIGATED NEGATIVE DECLARATION (MND) FOR THE SAN MIGUEL REGIONAL TRAINING FACILITY PROJECT (COBURN-BOYD)[5 minutes] 5.APPROVE CHANGE ORDER NO.1 TO THE CONTRACT WITH MWH FOR THE RALPH W.CHAPMAN WATER RECLAMATION FACILITY UPGRADE PROJECT (COBURN-BOYD)[5 minutes] 6.REPORT ON THE FISCAL YEAR-END 2010 STRATEGIC PLAN AND PERFORMANCE MEASURES (STEVENS)[10 minutes] 7.SAN DIEGO COUNTY WATER AUTHORITY UPDATE (WATTON)[10 minutes] 8.ADJOURNMENT BOARD MEMBERS ATTENDING: Jose Lopez,Chair Gary Croucher All items appearing on this agenda,whether or not expressly listed for action,may be delib- erated and may be subject to action by the Board The Agenda,and any attachments containing written information,are available at the Dis- trict's website at www.otavwater.gov.Written changes to any items to be considered at the open meeting,or to any attachments,will be posted on the District's website.Copies of the Agenda and all attachments are also available through the District Secretary by contacting her at (619)670-2280. If you have any disability that would require accommodation in order to enable you to partici- pate in this meeting,please call the District Secretary at 670-2280 at least 24 hours prior to I the meeting. Certification of Posting I certify that on September 10,2010 I posted a copy of the foregoing agenda near the regular meeting place of the Board of Directors of Otay Water District,said time being at least 24 hours in advance of the meeting of the Board of Directors (Government Code Section §54954.2). Executed at Spring Valley,California on September 10,2010. 2 AGENDA ITEM 3 STAFF REPORT TYPE MEETING: SUBMITTED BY: Regular Board \A;.! Kelli Williamso~W MEETING DATE: W.O.lG.F.I\O: October 6,2010 DIV.NO:All APPROVED BY: (Chief) APPROVED BY: (Ass!.GM): SUBJECT: fHumanResourcesManager.I .",,,,i r./.... Rom Sarno,Chief of Administrativ~~ices German A~ssistant General Manager,Finance and Administration Present Results of the 2010 Employee Survey GENERAL MANAGER'S RECOMMENDATION: This is an informational item.No action is required. COMMITTEE ACTION: Please see Attachment A. PURPOSE. To present the results of the 2010 Employee Survey. ANALYSIS: As a part of the District's Strategic Plan,the District worked with Rea &Parker to develop and implement a scientifically reliable and repeatable Employee Survey Program in 2008.This year,Human Resources staff worked with Rea &Parker to make minor edits and refine some questions based on feedback from the 2008 survey. The survey was administered the end of June 2010.Employees each received an email from the General Manager with an overview of the survey,followed-up by an email from Rea &Parker Research with individual login information.Employees entered data directly to a private,secure server only accessible by Rea &Parker Research.Of the 160 employees,151 completed the survey,or 94%of the employees,which is a very high participation rate. As summarized in the report by Rea &Parker Research.."The fundamental conclusion to be drawn from the 2010 Employee satisfaction survey is that Otay Water District employees were very satisfied with their employment when the survey was initially conducted in 2008 apd are presently even more satisfied"Rea & Parker Research will present highlights of the findings in a presentation format (Attachment B)A summary of the results can be found in the Otay Water District 2010 Employee Satisfaction Survey (Attachment C) FISCAL IMPACT: The cost of the Employee Survey was $15,000 and was budgeted. STRATEGIC GOAL. FY06-08,4.5.2.1 -"Establish a Repeatable Employee Survey Program" LEGAL IMPACT: Attachment A -Committee Report Attachment B -PowerPoint Presentation Attachment C -Otay Water District 2010 Employee Satisfaction Survey SUBJECT/PROJECT: ATTACHMENT A Present Results of the 2010 Employee Survey COMMITTEE ACTION: The Finance,Administration and Communications Committee and the Engineering and Water Operations Committee met on September 16, 2010 to receive this informational report from Rea &Parker summarizing the results of the 2010 Employee Satisfaction Survey. NOTE: The "Committee Action"is written in anticipation of the Committee moving the item forward for board approval.This report will be sent to the Board as a committee approved item, or modified to reflect any discussion or changes as directed from the committee prior to presentation to the full board. »---I---I»o Is:mz --I (lJ Methodology +.Online survey -June 29,2010 II Taken at Otay Water District offices •107 questions -49 agreement/disagreement -49 importance - 4 satisfaction - 5 general/demographic II E-mail notices and reminders from GM on June 23 and Rea &Parker Research on June 28 II 134 out of 160 employees participated by July 1 tJ Additional time (July 8)provided for those away or otherwise unable to participate -two follow up e-mails from Rea &Parker Research •Total participants =151/160 (94 percent)2 Participants ~.I,...69 percent male (2008 =70 percent) --r;-Median age =45.5 (2008 =44.5) .•Median length of service =6.45 years (2008 =6.00 years) -11 percent 20 or more years (2008 =12 percent) - 3 percent in first year (2008 =5 percent) •Department -Operations =39 percent (2008 =38 percent) -Administrative Services/GM/IT =25 percent (2008=23 percent) -Finance =23 percent (2008=24 percent) -Engineering =13 percent (2008=15 percent) •Position type -Non-management (including crew leader)=79 percent (2008 =78 percent) -Supervisor/Manager =7 percent (2008 =8 percent) -Management/Department Chief =14 percent (2008 =14 percent) Key Findings -+·The level of satisfaction among employees with their being employed by the Otay Water District is ~. •2008 was excellent ----------2010 even greater extent •Employees rate their satisfaction with being an employee of the Otay Water District at a mean rating of 5.95 on a scale of 1 =Highly Dissatisfied to 7 =Highly Satisfied. Key Findings (cant) + ·In comparable public employee surveys,50 percent to 85 percent of employees have demonstrated satisfaction levels above the midpoint on their respective satisfaction scales. •Mean satisfaction ratings in these other studies have ranged between 3.7 and 5.7 (on 1-7 scales or scales adjusted to equate to 1-7). •Employee satisfaction demonstrated in this survey by Otay Water District employees is at the very highest level.6 • A remarkable percentage of employees (96 percent)stated that they would recommend the Otay Water District as a place of employment. •This represents an increase of 6 percent in the level of satisfaction over the employees in the 2008 survey where 90 percent made this recommendation Key Findings + 7=Highly Satisfied 6 5 4 3 2 1=Highly Dissatisfied Overall Satisfaction as Employee ofOtayWate.rDistrict (Mean 2010 rating =5.95 Mean 2008 rating =5.45) ,.•2008 &12010 I 30% 32"k 41% 0%5%10%15%20%25%30%35%4'0%45%8 ReconmlendOtay Water District as.Placeof Employmen.t 2010 0% No,4% NO,10% 20%30%40%50%60%70%80% Yes,96% Yes,90% 90%'100% Key Findings (cant) +.The survey contained eight subsections that identified and categorized 49 employment- related characteristics.Each of the eight category related means is averaged to produce an overall agreement mean of 5.80,which is higher than the mean in 2008 of 5.54 . •The overall proportion of employees on all 49 characteristics who rank the District as above the midpoint (5,6,or 7)is 5 out of 6 (83 percent).In 2008,this percentage of 5-7 responses was 76 percent. 10 Key Findings (cant) +•Largest increases in satisfaction -Communications -Morale -Compensation and Benefits -Opportunities for Professional Growth -Workplace and Resources 11 Survey Categories Agreement Means (Part 1) Scale:1=Highly Disagree••.7=Highly Agree (Overallmean =5.80) i12010 .2008 Workplace and Resources Opportunities for Professional Growth Compensation·and Benefits ManagementlSupervision 12 7.00 6.00 4.00 3;00 1 2.00 1.00 Survey Categories.Agreement Means (Part 2) Scale:1=Highly Disagree...7=Highly Agree (Overall mean =5.80) I .2010.2008 I En¢>yeelnteraction Feedback and E~loyee Evaluation Morale Conm.mications 14 Key Findings (cant) +.Importance of each category also increased from 2008 but far less than satisfaction. •The difference between the overall mean Importance and overall mean Agreement is .68 rating points in 2010. •In 2008,the comparable difference in rating points between overall agreement and overall importance was .89. •This indicates that the gap between Agreement and Importance has shrunk from 2008 to 2010. Survey Categories Importance Means (Part 1) Scale:1=Very Unimportanl••7=Very Important (Overall mean =6.48) I 02010 .2008 I 6.00 5.00 4.00 3.00 2.00 1.00 Workplace and Resources Opportunities for Professional Growth 6.65 Compensation and Benefits Management/Supervision 15 Survey Categories Importance Meal1s (Pad 2) Scale:1=VeryUiiiltlportanL••7=Very Important (Overall mean =6.48) I 02010-.2008 I 7.00 6.00 5.00 4.00 3.00 2.00 tOO EJ11)loyee Interaction Feedback and ErT1>16yee 'EvalUation Morale Corrmunications Key Findings (cant) ~+ . •Strongest correlations between individual characteristics and overall satisfaction -Morale -individual and departmental -Employees'contributions are valued -District balances work and personal life -Management team •Provides effective leadership •Makes informed decisions 17 18 Key Fi nd ings (cant) ...1--;.The core characteristics that make the Otay Water District an excellent place to work are: •The District promotes safety in the workplace •All necessary resources and equipment are available to do a good job. •Employees consider the benefit package to be good as well as competitive with other organizations. •The financial stability of the District is cited as one of its strongest characteristics. 19 Key Findings (cant) +•The core characteristics that make the Otay Water District an excellent place to work are (continued): •Supervisors and managers are rated highly: •They are open to work-related concerns •They treat employees with respect •Each Department works well as a team. •Employees understand their work goals and objectives and further understand the relationship between their work and the success of the District. 20 Key Findings (cant) +.Continued enhancement in the following areas that already exhibit high levels of employee satisfaction may yield even further increases in employee satisfaction: •recognition of employees for a job well-done, •an increased sense of job security,and •communication within the District,especially in the manner in which employees can better understand the District decision-making process. Conclusion .c~-_._+ . •The Otay Water District is clearly fulfilling its responsibilities as an employer to an outstandingly ,high degree. 21 •OTAYWATERDISTRICT REA& PARKER RESEARCH ATTACHMENT C Otay Water District 2010 Employee Satisfaction Survey Prepared for Otay Water District 2554 Sweetwater Springs Blvd. Spring Valley,CA 91978 Prepared by Rea &Parker Research P.O.Box 421079 San Diego,California 92142 858-279-5070 www.rea-parker.com August,2010 TABLE OF CONTENTS Executive Summary Introduction Methodology Employee General InformationlDemographics Survey Findings Overall Satisfaction Agreement and Importance That the District Exhibits Certain Employment-Related Characteristics Correlations:Characteristics Agreements and Overall Satisfaction Satisfaction/Importance Quadrant Analysis Appendix: Survey Instrument Page iii 1 1 4 7 7 9 13 13 16 Otay Water District 20I0 Employee Survey Report ii Rea &Parker Research August,2010 OTAY WATER DISTRICT:2010 EMPLOYEE SURVEY EXECUTIVE SUMMARY The fundamental conclusion to be drawn from the 2010 Employee satisfaction survey is that Otay Water District employees were very satisfied with their employment when the survey was initially conducted in 2008 and are presently even more satisfied.The level of satisfaction demonstrated by employees of the District is superior.The Otay Water District is clearly fulfilling its responsibilities as an employer to an outstandingly high degree. •Employees rate their satisfaction with being an employee of the Otay Water District at a mean rating of 5.95 on a scale of 1 =Highly Dissatisfied to 7 = Highly Satisfied. •Nearly three-fourths (73 percent)of employees rate their employment at 6 or 7 (indicative ofa great deal of satisfaction)and 9 out of 10 (87 percent)rate their satisfaction at 5,6,7-all scores above the scale midpoint. •These data represent an increase in the overall level of satisfaction from the 2008 employee survey where the mean rating was 5.45 and 53 percent of employees rated their employment at 6 or 7. •In comparable public employee surveys,a range of 50 percent to 85 percent of employees has demonstrated satisfaction levels above the midpoint on their respective satisfaction scales.Further,mean satisfaction ratings in these other studies have ranged between 3.7 and 5.7 (on 1-7 scales or scales adjusted to equate to 1-7).By all reasonable measures,the employee satisfaction demonstrated in this survey by Otay Water District employees is at the very highest level. • A remarkable percentage of employees (96 percent)stated that they would recommend the Otay Water District as a place of employment.This represents an increase of 6 percent in the level of satisfaction over the employees in the 2008 survey where 90 percent made this recommendation. •The survey contained eight subsections that identified and categorized 49 employment-related characteristics.Each of the eight category related means is averaged to produce an overall agreement mean of5.80,which is higher than the mean in 2008 of 5.54. •Among all 49 questions,the proportion of employees on all questions who rank the District as above the midpoint (5,6,or 7)is 5 out of6 (83 percent).In 2008, this percentage of5-7 responses was 76 percent. Otay Water District 2010 Employee Survey Report 111 Rea &Parker Research August.2010 •The core characteristics that make the Otay Water District an excellent place to work are: •The District promotes safety and all necessary resources and equipment are available to do a good job. •Employees consider the benefit package to be good as well as competitive with other organizations. •Supervisors and managers are rated highly because they are open to work-related concerns.Moreover,supervisors treat employees with respect and each Department works as a team. •Employees understand their work goals and objectives and further understand the relationship between their work and the success ofthe District. •The financial stability of the District IS cited as one of its strongest characteristics. Otay Water District 2010 Employee Survey Report iv Rea &Parker Research August,2010 OTAY WATER DISTRICT 2010 EMPLOYEE SURVEY INTRODUCTION The Otay Water District requested that a consultant conduct an employee survey to assess various characteristics of job satisfaction among the 160 employees who work for the District.Rea & Parker Research was selected to be the consultant that would draft,conduct,and analyze a web- based Internet survey.This survey was developed and conducted so that the 2008 employee survey,also prepared and administered by Rea &Parker Research,could be used as a basis for comparisons in employee attitudes and behavior.Also,future employee surveys will be developed to ensure that longitudinal trends can be identified. Section A ofthe survey (included in the appendix)contains 49 questions requesting employees to indicate the extent to which they agreed or disagreed that certain positive employment characteristics were provided and exhibited by the Otay Water District.Another 49 questions inquired as to the importance or lack ofimportance that the employees attached to each of these characteristics.Section B set forth 4 satisfaction based questions,and Section C contained 5 general information/demographic questions for a total of 107 questions in the survey. Methodology Although much of the survey remained as it had been designed in 2008,telephone conferences were conducted with Otay Water District management and staff in order to refine the survey so that it would,even better than in 2008,achieve the goals and objectives of finding out key satisfaction and importance opinions ofthe employees and be replicable for future tracking. Two e-mails were sent to each employee--the first from the Otay Water District General Manager on Wednesday,June 23,2010,as follows: To: From: Date: Subject: All District Employees Mark Watton,General Manager June 23,2010 Employee Survey Otay Water District 2010 Employee Survey Report Rea &Parker Research August,2010 In our continuing commitment to create and maintain a professional work enviromnent for employees,the District is asking you to participate in an employee survey. The survey is designed to provide you with an opportunity to voice your opinions and observations about working at the District.Your participation m this survey is very important in helping the District in its continumg efforts to understand your perspective on work-related issues and to support and improve your experience as an employee of the District. Within a few days,you will receive another e-mail directly from the researchers -Rea &Parker Research.This second e-mail will provide a unique user name and password that will enable you to access the survey on line. There are no right or wrong answers,so just let us know what you think.All answers will be strictly anonymous and responses will be summarized when reported.Your individual responses will go directly to the Rea &Parker Research website and not be individually traceable or identifiable.The District will not be able to view individual results.The District will only receive information summarized by Rea and Parker Research. Please look for the survey link in your e-mail.The District has set aside time for you to complete the survey on Tuesday,June 29,2010.The survey should take approximately 20-30 minutes to complete and we ask that you complete the survey during the beginning of your work shift on Tuesday.All employees who have workstations,please complete the survey at your workstation.There are computers located in the Operations Crew Room for employees that do not have a workstation. If you have any questions regarding this employee survey,you may contact Human Resources or Rea and Parker at rparker@rea-parker.com or lrea@mail.sdsu.edu or at 858-279-5070. Thank you in advance for your time and contribution, Mark Watton After working hours in the evening of Monday,June 28,20 I0,the following e-mail went out to all employees from Rea &Parker Research.This e-mail provided the link that had an embedded unique user name and password (for each employee)that would allow them to access the survey on Tuesday,June 29. Dear-------- A few days ago,the District notified you bye-mail that it is conducting an employee survey.As an employee ofthe Otay Water District,your participation in this survey is very important in helping the District in its continuing efforts to Otay Water District 2010 Employee Survey Report 2 Rea &Parker Research August,2010 understand your perspective on work-related issues and to support and improve your experiences as an employee. When you are ready to begin the survey,which is expected to take approximately 15 minutes,please click on the link below.Each employee has his or her own distinct and unique link.Upon clicking the link,the survey will be accessible to you and you will be able to complete it and submit it to our confidential server. Survey link:http://web2.flagshipresearch.com/sw/wchost.asp?st=rp10094 &id=1061&pw=41 S7ZT If you have any questions,please e-mail meatrparker@rea-parker.com Thank you in advance for your participation. Sincerely, Richard Parker,Ph.D. President,Rea &Parker Research P.O.Box 421079 San Diego,CA 92142-1079 858-279-5070 Each employee was able to use his or her own work computer or was provided one for use by the Otay Water District to access the website and complete the survey.Only 2 employees had difficulty accessing the website.They were able to call Rea &Parker Research during the survey and obtain help. Of the 160 employees,134 completed the survey by Thursday,July 1.Some employees were away on vacation and others did not complete the survey for reasons known only to them,so,for one additional week,the website was left open for those who did not complete their survey to do so.Once submitted as final,surveys were no longer accessible to employees and were sent immediately to a secure server maintained by Rea &Parker Research,which was not accessible by anyone at the Otay Water District. Follow-up e-mails on Friday,July 2 and Tuesday,July 6 went to those employees who had yet to complete the survey.During that extended period another 17 employees submitted their surveys, resulting in 151 completed surveys (94 percent)and leaving 9 not completed. Data was then taken from the website and loaded into SPSS (Statistical Package for the Social Sciences)for analysis.The report that follows details the results and findings of this analytical process. Otay Water District 2010 Employee Survey Report 3 Rea &Parker Research AIIgllsl,2010 Employee General Information/Demographics Charts 1-5 depict certain demographic characteristics of Otay Water District employees who responded to the survey (151 out of 160).These employee characteristics are consistent with those of the 2008 employee survey.Responding employees of the District are 69 percent male (Chart 1). The median age of employees is 45.5 (Chart 2),and they have worked for the Otay Water District for a median of 6.45 years,with 11 percent having worked at the District for 20 or more years and 3 percent presently in their first year ofemployment (Chart 3). Operations is the largest department (39 percent)followed by Finance (23 percent}-Chart 4, and almost three-fourths of employees (79 percent)are non-management employees,including crew leaders (Chart 5). Chart 1 Employee Gender Otay Water District 2010 Employee Survey Report 4 Rea &Parker Research August,2010 Chart 2 Employee Age (2010median age =45.5 2008 median age =44.5) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%0%J,!:;......"""'""......~'___:.._.___._=__/ Chart 3 Employee Length of Service with Otay Water District 2010 median length =6.45 years 2008 median length =6.00 years 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Otay Water District 2010 Employee Survey Report 5 Rea &Parker Research August,2010 Operations,39% Otay Water District 2010 Employee Survey Report Chart 4 Department of Employment Finance.23% ChartS Position Type Management! Department Chief/AG'-1'14%, 6 Administrative Services/General Manager/Information Technology,25% Engineering,13% Non-Management Employee (incl Crew l.eader),79% Rea &Parker Research August,2010 SURVEY FINDINGS Overall Satisfaction It is very clear that employees of the Otay Water District are quite satisfied with their employment.Chart 6 shows that employees rate their satisfaction with being an employee of the Otay Water District at a mean rating of 5.95 on a scale of 1 =Highly Dissatisfied to 7 =Highly Satisfied.Almost 3 out of4 employees (73 percent)rate their employment at 6 or 7 (indicative of a great deal of satisfaction).Almost 9 out of 10 employees (87 percent)rate the District at 5,6, or 7--above the midpomt of the scale.This represents a substantial increase in the overall level of satisfaction from the 2008 employee survey where the mean rating was 5.45 and 53 percent of employees-a full 20 percent less-rated their employment satisfaction at 6 or 7. 7=Highly Satisfied 6 5 4 3 2 1=Highly Dissatisfied Chart 6 Overall Satisfaction as Employee of Otay Water District (Mean 2010 rating =5.95 Mean 2008 rating =5.45) .2008 1]2010 41%....---....---~ 0%5%10%15%.20%25%30%35%40%45% Otay Water District 2010 Employee Survey Report 7 Rea &Parker Research August,2010 These findings further represent a particularly high level ofsatisfaction compared to public sector employees who have participated in employee satisfaction surveys that have been conducted by or are known to Rea &Parker Research.In these comparable public employee surveys,a range of50 percent to 85 percent of employees demonstrated satisfaction levels above the midpoint on their respective satisfaction scales.Further,mean satisfaction ratings in these other studies have ranged between 3.7 and 5.7 (on 1-7 scales or scales adjusted to equate to 1-7).By all reasonable measures,the employee satisfaction demonstrated in this survey by Otay Water District employees is at the very highest level. In the current survey,employees state overwhelmingly (96 percent)that they would recommend the Otay Water District as a place of employment.This percentage of employees who would recommend the District as a place of employment represents an increase of 6 percent over the employees in the 2008 survey where 90 percent made this recommendation.This is a remarkably high percentage representing 144 ofthe 150 respondents to this question on the survey-Chart 7. Chart 7 Recommend Otay Water District as Place of Employment 2010 2008 , Yes,96% 0%10%20%30%40%50%60%70%80%90%100% Otay Water District 2010 Employee Survey Report 8 Rea &Parker Research August,2010 \ In 2008,the survey that is attached in the Appendix was first administered to Qtay Water District employees.The report of the findings from that survey included detailed,question-by-question analysis in order to identify specific opportunities for improving satisfaction,which was also very high in 2008.The Otay Water District has been overwhelmingly successful in this regard, achieving the results described above of96 percent recommending the District as a place to work, scoring almost 6.0 on a 1-7 scale for employee satisfaction,and having 3 out of4 employees (20 percent increase from 2008)rate their satisfaction at 6 or 7,when a 4 is the scale midpoint. As such,this report need not delve into the survey question-by-question-everything is very highly regarded,with the lowest average satisfaction remarkably being 5.25.That said,to detail the survey results one question at a time would be counter-productive and,with such detail,likely cause the overall finding of great satisfaction to become obscured by the minutia.This report, therefore,will deviate from the format of the 2008 report and discuss the findings much more broadly. Agreement and Importance That the District Exhibits Certain Employment-Related Characteristics The survey contains several subsections,eight of which identified and categorized 49 positive employment-related characteristics and sought employee indications of the extent to which the employees agreed or disagreed that the Otay Water District exhibited these characteristics and how important these characteristics were to them as employees.Response categories were offered by the employees on a l-to-7 scale,with 1 being Highly Disagree and 7 being Highly Agree that the Otay Water District demonstrates these beneficial employment characteristics and with 1 being Very Unimportant and 7 being Very Important in terms of rating the importance of these characteristics. These eight categories ofquestions are as follows: •Workplace and Resources •Opportunities for Professional Growth •Compensation and Benefits •Management/Supervision •Employee Interaction •Feedback and Employee Evaluation •Morale •Communications Otay Water District 20I0 Employee Survey Report 9 Rea &Parker Research August.2010 The technical appendix to this report contains the full distribution of responses to all 49 of these questions;however,for purposes of this report's analytical text,the mean rating on the 1-7 scale and the percentage of respondents indicating substantial agreement and importance (ratings of 5, 6 or 7)will be used to convey the findings. Charts 8A and 8B serve as a compilation and summary of the agreement data from the survey. Each of the eight category related means is averaged to produce an overall agreement mean of 5.80,which is higher than the mean in 2008 of 5.54.Among all 49 questions,the proportion of employees on all questions who rank the District as above the midpoint (5,6,or 7)in agreement that the District does a good job ofproviding these work-related characteristics is 5 out of 6 (83 percent).In 2008,this percentage of5-7 responses was 76 percent. Chart8A Survey Categories Agreement Means (Part 1) Scale:1=Highly Disagree...7=Highly Agree (Overall mean"5.80)I III 2010 .2008 I 7.00 6.00 5.00 4.00 3.00 2.00 1.00-!A·miiliiiiiiiiiiiitii Workplace and Resources Opportunities for Professional Growth Compensation and Benefits ManagementlSup$rvision Otay Water District 2010 Employee Survey Report 10 Rea &Parker Research August,2010 Chart8B SurvC!y Categories Agreement Means (Part 2) Scale:1..Highly Disagree...7=Highly Agree (Overall mean =5.80) ID2010 .2008 Employee Interaction Feedback and Employee Evaluation Morale Communications Charts 9A and 9B portray the mean ratings for each category regarding Importance.In all cases, mean Importance is greater than mean Agreement.The average of the eight categorical Importance means is an overall mean of 6.48-essentially the same as the 2008 mean of6.47. The difference between the overall mean Importance and overall mean Agreement is .68 rating points.In 2008,the comparable difference in rating points between overall agreement and overall importance was .89.This implies that the gap between Agreement and Importance has shrunk from 2008 to 2010.Furthermore,for each category,the difference between Agreement and Importance means has declined from 2008 to 2010.This indicates that employees feel that the gap is shrinking between the agreement or satisfaction they have with broad areas of job satisfaction and the importance that employees attach to these categories.That is,Importance and Agreement are converging at a very high level. Otay Water District 2010 Employee Survey Report 11 Rea &Parker Research August,2010 Management/SupervisionCompensationanl;l Benefits Workplace and Resb~Jc!!s Opportunitiesfor Professional Growth 2.00 Chart 9A Survey Categories In1portance Means (Part 1) Scale:1 =Very Unimportant,••r =Very Important (Overall mean =6.48) 1:12010.2008 4.00 7.00 3.00 6.00 5.00 1.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 Chart 98 Survey Categories Importance Means (Part 2) Scale:1=Very Unimportant•••7 =Very Important (Overall mean =6.48) \:12010 .2008 Employee Interaction Feedback and Employee Evaluation Morale Communications Dtay Water District 2010 Employee Survey Report 12 Rea &Parker Research August,2010 Correlations:Characteristic Agreements and Overall Satisfaction Pearson's r measures of association are used here to measure the relationship between the employees'level of agreement with the various characteristics and their level of overall satisfaction.High values of Pearson's r are indicative of strong relationships between the variables.In the situation at hand,high values of Pearson's r represent a greater association between the various levels of agreement and overall satisfaction.The Pearson's r values for all 49 associations are statistically significant.Among these relationships between overall satisfaction and the characteristics of agreement,there are 10 such relationships that can be categorized at or very near what is accepted as a very strong relationship (r 2:.6)and they are shown in Table 1.Enhancement of the characteristics in Table 1 can be expected to lead to continued increases in overall employee satisfaction. ~m~ti M Morale is Good De artment Morale is Good M Contributions are Valued District Balances Work and Personal Life Management Team Provides Effective Leadershi Management Team Makes Informed Decisions M Work is Rewardin SupervisorlManager Provides Constructive Feedback Encouraged to Communicate Openly about Work-Related Issues SupervisorlManager Good Work Habits/Sets Exam Ie .614 .596 .576 .572 .571 Satisfaction/Importance Quadrant Analysis Levels ofagreement can be mapped on charts with importance such that agreement is graphically measured against how important an issue tends to be.In Quadrant Analysis,high agreement and high importance represent characteristics that are indicative of what makes the Otay Water District a good place ofemployment. Otay Water District 2010 Employee Survey Report 13 Rea &Parker Research August,2010 The core characteristics that make the Otay Water District an excellent place to work are largely unchanged over the last survey period.Specifically,employees are appreciative that the District promotes safety and that all necessary resources and equipment are available to do a good job. Employees consider the benefit package good as well as competitive with other organizations Supervisors and managers who directly supervise employees are rated highly because they are open to work-related concerns.Moreover,supervisors treat employees with respect and each Department works well as a team.Employees largely understand work goals and objectives and they understand the relationship between their work and the success of the District.Employees also volunteered through open-ended responses that the financial stability ofthe District was one ofits strongest features. Continued improvement in the following areas that already exhibit high levels of employee satisfaction may yield further increases in employee satisfaction:recognition for a job well-done, a sense ofjob security,and communication within the District,especially in the manner in which employees can better understand decision-making and leadership. Otay Water District 2010 Employee Survey Report 14 Rea &Parker Research August,2010 Otay Water District 2010 Employee Survey Report APPENDIX 15 Rea &Parker Research August,2010 Section A OTAY WATER DISTRICT EMPLOYEE SURVEY Employee Work Satisfaction Issues For each statement below,please indicate your level of agreement or disagreement on a scale of 1 to 7,where 1 is highly disagree and 7 is highly agree.Then,indicate how important each issue is to you.Again,use a scale from 1 to 7,where 1 is very unimportant and 7 is very important. 1.Workplace and Resources a.The District promotes safety in the workplace. Highly Highly C Very Very Disagree Agl'ee 1<;'<'Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 b.I have all the resources and equipment necessary to perform my job well. Highly Highly ..Very Very Disagree Agree /Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 "1 I 2 I 3 I 4 I 5 I 6 I 7 c.I have the information to do my job effectively. Highly Highly ..•....Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 d.I have adequate time to complete my work. Highly Highly '.......Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 :<1 I 2 I 3 I 4 I 5 I 6 I 7 e.I have appropriate authority to do my job. Highly Highly i·.··Very Very Disaaree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ,..y'1 I 2 I 3 I 4 I 5 I 6 I 7 Otay Water District 2010 Employee Survey Report 16 Rea &Parker Research August,2010 f.The District promotes healthy lifestyle choices. Highly Highly ...Very Very Disagree Aaree iT Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ,\>1 I 2 I 3 I ,t I 5 I 6 I 7 2.Opportunities for Professional Growth a.My job provides opportunities to advance my skills and abilities. Highly Highly .....Very Very Disa,gree Agree >.../Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I ,t I 5 I 6 I 7 b.My work is rewarding. Highly Highly ..Very Very Disa"ree Agree Unimportant Important 1 I ry I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4,I 5 I 6 I 7~ c.I receive the training I need to do my job well. Highly Highly Very Very Disa"ree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ....1 I 2 I 3 14 I 5 I 6 I 7 d.I have opportunities to be innovative in carrying out my job. Highly Highly ,Very Very Disa,gree Agree I·····Unimportant Important 1 I 2 I 3 I it I 5 I 6 I 7 I·,1 I 2 I 3 I 4 I 5 I 6 I 7 e.I am afforded the opportunity to receive the training I need to advance within the District. Highly Highly Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 ••••1 I 2 I 3 I 4 I 5 I 6 I 7 3.Compensation and Benefits a.I am fairly paid for the work I do. Highly Highly >,Very Very Disagree A,gree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 Otay Water District 2010 Employee Survey Report 17 Rea &Parker Research August.2010 b.I feel that the pay I receive is competitive with similar jobs in similar organizations in the area. Highly Highly Uli';,"';Very Very Disagree Agree Ii Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ,X;/,.1 I 2 I 3 I '1 I 5 I 6 I 7 c.The benefit package provided by the District is good. Highly Highly II>'"Very Very Disagree Agree /i Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 i.i,1 I 2 I 3 I 4 I 5 I 6 I 7 d.I feel that the benefit package provided by the District is competitive with benefits provided by similar organizations in the area. Highly Highly i;'{Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 Y'"1 I 2 I 3 I 4 I 5 I 6 I 7 e.I understand my benefit plans. Highly Highly I·>.y,Very Very Disagree Agree "Y.Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I i1 I 5 I 6 I 7 4.Management/Supervision For questions 4a and 4h,the "management team"refers to the team of supervisors, managers and Senior Management•• a.I feel that the management team makes informed decisions. Highly Highly ......,Very Very Disagree Agree I.e Unirnportant ImlJortant 1 I 2 I 3 I 4 I 5 I 6 I 7 I{'···'·1 I 2 I 3 I '1 I 5 I 6 I 7 b.The management team demonstrates effective leadership skills. Highly Highly 1/····",Very Very Disagree Agree 1<<Unimportant ImlJortant 1 I 2 I 3 I 4 I 5 I 6 I 7 '<'.,1 I 2 I 3 I '1 I 5 I 6 I 7 For questions 4c through 4g and Sections 6 amI 8,please consiller your supervisor to he that person to whom you directly report and conducts your performance review. c.lVIy supervisor/manager provides me an opportunity to express my thoughts and concerns. Highly Highly ;.,.,.Very Very Disagree Agree 1<;<Unimportant ImlJortant 1 I 2 I 3 I 4 I 5 I 6 I 7 1<.···'1 I 2 I 3 I 4 I 5 I 6 I 7 Otay Water District 20I0 Employee Survey Report 18 Rea &Parker Research August.2010 d.My supervisor/manager treats me with respect. Highly Highly I>Very Very Disagree A"ree '"Unimportant Important 1 I 2 I 3 I 4 1 5 I 6 I 7 , 1 I 2 I 3 I '1 I 5 I 6 I 7I, e.My supervisor/manager encourages me to learn new skills. Highly Highly 'ii'Very Very Disagree Agree >Unimportant Important 1 I 2 I 3 I 4,I 5 I 6 I 7 I,1 I 2 I 3 I 4 I 5 I 6 I 7 f.My supervisor/manager has good work habits and sets a good example. Highly Highly I'Very Very Disa"ree Agree Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 ,:,1 I 2 I 3 I 4 I 5 I 6 I 7 g.My supervisor/manager emphasizes strong customer service on a regular basis. Highly Highly Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 >1 I 2 I 3 I 4 I 5 I 6 I 7 5.Employee Interaction a.The employees in my department work well as a team. Highly Highly Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 I, , 1 I 2 I 3 I 4 I 5 I 6 I 7 b.Employees in the District are generally supportive of each other. Highly Highly ,i Very Very Disagree A"ree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 I;;;1 I 2 I 3 I '1 I 5 I 6 I 7 c.Employees in my department share relevant work-related information. Highly Highly I"Very Very Disa"ree Agree ,Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 d.Employees in my department are held accountable for their work. Highly Highly Very Very DisaO'ree Agree ",Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 Otay Water District 2010 Employee Survey Report 19 Rea &Parker Research August,2010 e.My ideas and opinions are taken into consideration at work. Highly HighlY/i;:>;;'Very Very I--':'D"'is:;.:a"'ac;.;re:..re--=-__T""":::--_.,--:-__.___=_----rA-',g~,r-ee-_.___=_-__i<:/...l(;:'.1-.:;U..:;n;:.:.im:,:jlpt;,;'o;.:.r;.:ta::.:;n:::.t_-,--__..--__--,-_......:.:Im;:.:.lpr,:.;(o;:.:r..::ta:::n::;t-,.__-1 1 12 13 14,15 16 17<)1 12 13 14 15 16 17 6.Fee(lhack and Employee Evaluation NOTE:Question 6b has a "Not Applicahle"option for those respondents to this survey who are new to the District and have not received a performance evaluation. a.I receive constructive feedback from my supervisor/manager that helps me improve my performance. Highly Highly ii:;,Very Very Disagree Agree I·.;c\.,;,,;Unimportant Important 1 I 2 I 3 1 4 I 5 I 6 I 7 1 1 2 1 3 1 ,t I 5 I 6 1 7 b.Overall my employee performance evaluation is fair. Highly Highly ...,....Very Very Disaaree Aaree ....,...,Unimportant Important 1 I 2 I 3 1 4 I 5 1 6 1 7 1 NA 1 1 2 I 3 I 4 1 5 I 6 1 7 INA c I am recognized by my supervisor/manager when I do a good job. Highly Highly .....Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 1 5 I 6 I 7 ...,....1 I 2 I 3 1 4 1 5 1 6 1 7 d.I understand how my work contributes to the success of the District. Highly Highly '.<Very Very Disagree Agree .'Unimportant Important 1 1 2 I 3 1 4 I 5 1 6 I 7 .,......1 1 2 I 3 1 4 I 5 1 6 I 7 7.Morale a.Morale in my department is generally good. Highly Highly ..,....,Very Very Disagree Agree .Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 1 1 2 1 3 I 4 I 5 I 6 I 7 b.My morale at work is generally good. Highly Highly >.Very Very Disaaree Agree Unimportant Important 1 1 2 I 3 I 4 1 5 1 6 1 7 I'1 1 2 I 3 I '.1 5 1 6 1 7 Otay Water District 2010 Employee Survey Report 20 Rea &Parker Research August,2010 c.I feel that the contributions I make are valued. ... Highly Highly .'.,.....•.Very Very Disagree Aaree '.Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 I··.··',·1 I 2 I 3 I 4 I 5 I 6 I 7 d.The District has practices that are supportive of balancing work and personal life. Highly Highly i.Very Very Disagree Agree ....\Unimportant Important 1 I 2 I 3 I '1 I 5 I 6 I 7 ."',1 I 2 I 3 I 4 I 5 I 6 I 7 e.I feel that I have job security. Highly Highly "·'i·Very Very Disagree Aaree .,.....Unimportant Important 1 I 2 I 3 I 4 15 I 6 I 7 1 I 2 I 3 I 4 I 5 I 6 I 7 f.I am optimistic about my future success with the District. Highly Highly Very Very Disagree Agree "i'··Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1 I 2 I 3 I '1 I 5 I 6 I 7 8.Communication: NOTE:Questions 8h,8i,and 8j have a "Don't Know"option for those l'espondents to this survey who are new to the District and do not know the answer to any or all of those questions. a.My supervisor/manager does a good job ofsharing information with department employees. Highly Highly Very Very Disagree Agree '.Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 .\.1 I 2 I 3 I 4 I 5 I 6 I 7 b.I understand my work goals and objectives. Highly Highly Very Very Disagree Agree I"Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ......1 I 2 I 3 I 4 I 5 I 6 I 7 c.I am encouraged to provide input regarding work-related matters. Highly Highly ..<,'.'Very Very Disagree Agree I Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 ....1 I 2 I 3 I 4 I 5 I 6 I 7 Otay Water District 2010 Employee Survey Report 21 Rea &Parker Research August,2010 d.I am encouraged to communicate openly. Highly Highly 12;c,gi Very Very Disaaree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 1,<)·.·.··.··1 1 2 1 3 1 4 I 5 I 6 1 7 e.I feel comfortable sharing my honest opinion about work-related matters with my supel'visor/manager. Highly Highly 'c'eX Very Very Disagree Agreec..··/i Unimportant Important1--:'-1=:':'T-:-12 --'-::-13---.-:-14----rl-=5--,:-1"';6-'----r1-=7----fl·••·Y!<·./+-~1-...,1-2---'-~1-3---r1-4-,--'-1-5--'+1-6-'--"""'-17---1 f.I receive timely responses from my supervisor/manager to issues that are most important to me. Highly Highly C·c.'./Very Very Disagree Aaree I··••·.y Unimportant Important 1 1 2 I 3 I 4 I 5 1 6 I 7 Ii,.}1 1 2 I 3 1 4 1 5 16 I 7 g.I am afforded an opportunity to participate in goal setting for my department. Highly Highly I c Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 1 6 I 7 I·.....1 1 2 I 3 1 4 1 5 I 6 1 7 h.Communication is effective within the District. Highly Highly /.Very Very Disagree Agree Unimportant Important 1 I 2 I 3 I 4 I 5 I 6 I 7 I DK .c 1 I 2 I 3 I 4 I 5 I 6 I 7 1 DK 1.Employee information meetings are helpful to keep me informed about District matters. Highly Highly •••••••••••••••• Very Very Disagree Agree Unimportant Important 1 1 2 1 3 I 4 1 5 I 6 I 7 I DK ..i'1 I 2 1 3 I 4 I 5 I 6 1 7 I DK J.The Employee PIPELINE Newsletter is a valuable form ofcommunication. Highly Highly .F Very Very Disagree Agree <,Unimportant Important 1 1 2 1 3 I 4 1 5 I 6 I 7 1 DK ····i··1 1 2 1 3 I 4 1 5 1 6 1 7 1 DK k.The District does a good job in sharing information with its employees about the District. Highly Highly <,Very Very Disagree Agree I··Unimportant Important 1 1 2 1 3 I 4 1 5 I 6 I 7 1 I 2 1 3 I 4 1 5 1 6 I 7 Otay Water District 2010 Employee Survey Report 22 Rea &Parker Research August,2010 Section B Ovel'all Employee Satisfaction 9.Overall,how satisfied are you as an employee ofthe District? Highly Dissatisfied I 2 I 3 I 4 I 5 Highly Satisfied I 6 I 7 10.What is the best example ofsomething that is going well at the District? n.What would be the one thing that could be improved at the District? 12.Would you recommend the District as a place ofemployment? 1.Yes 2.No Section C General Information Please provide the following information as it relates to you.This information is used for data comparison purposes only. Otay Water District 2010 Employee Survey Report 23 Rea &ParkerResearch August,2010 13.Department within the Otay Water District 1.Administrative Services/General Manager/Information Technology 2.Engineering 3.Finance ,p' 4.Operations 14.Length of service with Otay Water District 1.0 to 1 year 2.1 year to 3 years 3.3 years to 5 years 4.5 years to 10 years 5.10 years to 15 years 6.15 years to 20 years 7.20 years or more 15.Position Type 1.Non-supervisory employee,including crew leader 2.Supervisor 3.Manager/Department Chief/AGM/GM 16.Age 1.Under 25 2.25 and under 30 3.30 and under 35 4.35 and under 40 5.4·0 and under 45 6.45 and under 50 7.50 and under 55 8.55 and over 17.Gender 1.Female 2.Male Otay Water District 2010 Employee Survey Report 24 Rea &Parker Research August,2010 AGENDA ITEM 4 STAFF REPORT P2466-ON.NO.5 001101 PROJECT: MEETING DATE:October 6,2plO APPROVED BY: (Ass!.GM) APPROVED BY: (Chief) TYPE MEETING:Regular Board SUBMITTED BY:Lisa Coburn-Boyd 0(tJ-t:> Environmental Compliance Specialist Ron Ripperger ~ Engineering Manager Rod posada~o~ Chief,Engineering Manny Maga~~ Assistant General\;anager,Engineering and Operations SUBJECT:Adoption of a Mitigated Negative Declaration for the San Miguel Regional Training Facility GENERAL MANAGER'S RECOMMENDATION: That the Otay Water District (District)Board of Directors (Board) approves the adoption of a Mitigated Negative Declaration (MND)for the San Miguel Regional Training Facility Project (see Exhibit A for project location). COMMITTEE ACTION: Please see Attachment A. PURPOSE: To obtain Board approval for the adoption of a Mitigated Negative Declaration for the San Miguel Regional Training Facility Project. ANALYSIS: The project is a Regional Emergency Services Training Center (RESTC) established in partnership with the District,the San Miguel Consolidated Fire District (Fire District)and the Heartland Training Facility Authority (HTFA).The RESTC will be located on a 3.5-acre site at the District's Regulatory Site.A long-term lease and Joint Use Agreement between the District and the Fire District for the RESTC site were approved by the District's Board on December 5,2007. This site will be co-used and co-habitated by the District. The intent of the RESTC is to provide emergency services training to fire and public utilities entities to meet modern-day'_training standards and requirements.As shown in the propose~site plan (Exhibit B),this facility would provide a variety of training props including a pre-engineered five-story training tower prop;a simulated hazardous materials prop;search and rescue props including trench rescue,confined space rescue,and Rescue Systems 1 and 2 certified site props;overpass bridge simulation;vehicle extrication area;water recovery system;fire attack and control simulations; rappelling;row-construction prop;and a propane driven fire simulation system.The site would also include one portable office building,two portable classrooms;and one pre-engineered apparatus and equipment storage building with bathroom/shower facilities.The facility would be Americans with Disabilities Act (ADA)compliant. The RESTC's facility and operational requirements would be met by extending the electrical conveyances,water lines,sewer lines,and storm drains that exist on-site.The facility would also serve as an alternative Emergency Operation Center. ICF International was issued a Task Order to prepare the Initial Study and MND for the project under their As-needed Environmental Services contract with the District.Based on the findings of these documents,and with proper mitigation measures taken,as outlined in the draft MND (See Attachment B),the project will not have a significant effect on the environment.The Initial Study and Draft MND were submitted for a 3D-day review period on August 18,2010. The findings and mitigation measures will be finalized and the Final MND will be available after the public review period is complete and any changes are made based on comments received during this period. FISCAL IMPACT: None. STRATEGIC GOAL: This project supports the District's Mission Statement,"To provide the best quality of water and wastewater services to the customers of Otay Water District,in a professional,effective,and efficient manner."This project fulfills the District's strategic goal to "Identify District required training and identifies resources for desired training." LEGAL IMPACT: No legal impact is anticipated.However,in compliance with the California Environmental Quality Act process,the Final MND will have the normal 3D-day legal challenge period once the Notice of Determination (NOD)is recorded with the County of San Diego.The 2 NOD will be recorded within five (5)working days after Board adoption of the MND. P,\WORKING\CIP P2466 Regional Training Facility\Staff Reports\BD 10-06-10,Staff Report,SMRTF MND Adoption,(LCB-RR).doc LCBjRR·jf Attachments:Attachment A Attachment B -Draft MND Exhibit A Location Map/Site Plan Exhibit B -Site Plan 3 ATTACHMENT A [suBjE·CT/PROJECT:··rAdoptio;;:···oi···aM~Ctigat ed Nega t·i;e·····iiecia::r:;;;:·tio;;:·-io·;::···ihe san······' P2466-001101 !Miguel Regional Training Facility I ",",.",,.""",1". COMMITTEE ACTION: ."","",",.",,.",""",.,,',",.,, ,,1•..•....1 The Engineering,Operations,and Water Resources Committee reviewed this item at a meeting held on September 16,2010. The Committee supported Staff's recommendation. NOTE: The "Committee Action"is written in anticipation of the Committee moving the item forward for Board approval.This report will be sent to the Board as a Committee approved item, or modified to reflect any discussion or changes as directed from the Committee prior to presentation to the full Board. ATTACHMENT 8 Draft MND CD Attached P2466 DISTRICT FACILITY REGULA TORY SITE BOUNDARY i-It 1 , _+-------,REGIONAL TRAINING \FACILITY SITE GTAY WATER SAN MIGUEL REGIONAL TRAINING SITE PLAN VICINITY MAP IMPERIAL BEACH to- (/)a. a..... EXHIBIT A FIRST RESPONDER TRAINING AREA {ROOFl ~ RESERVE APPARATUS BUILDING :: CLASSROOM BLDG. TRENCH RESCUE PROP TRAINING TOWER ~FLAMABLE c::::aUQUID PROP VEHICLE EXTRACTION AREA o OCOVERED BLEACHERS OVERP ASS--lll---- BRIDGE SIMULATION GTAY WA TER DISTRICT SAN MIGUEL REGIONAL TRAINING FACILITY SITE PLAN CIP #P2466 EXHIBI T "B" Quality Assurance Approval Sheet Project No.:"'P24te (p Document Description:a+~ror+tOy'":the a..J.e.FQ"r]"f:±be qlflL- .:far -the.~aa tp3uef "F\~iC>'"fla-(,rainindrae;I:.,P'1J'e.cl 't l:s 1/10Dat~7~~('~,"8~Sign ure Author: Printed Name QA Reviewer:~~ ~f.~I l-Vf::ILMA;-r! Pnnted ame Manager: Signature Printed Name The above signatures attest that the attached document has been reviewed and to the best of their ability the signers verify that it meets the District quality standard by clearly and concisely conveying the intended information; being grammatically correct and free of formatting and typographical errors;accurately presenting calculated values and numerical references;and being internally consistent,legible and uniform in its presentation style. AGENDA ITEM 5 STAFF REPORT TYPE MEETING:Regular Board MEETING DATE:October 6,2010 5DIV. NO. R2096- 001102 PROJECT/ SUB-PROJECT: APPROVED BY: (Asst.GM): APPROVED BY: (Chief) SUBMITTED BY~Lisa Coburn-Boyd C;[CfJ Environmental Compliance Specialist Ron Ripperger ~ Engineering Manager Rod Posada ~~~. Chief,Engineering Manny Magafia~~ Assistant General M~nager,Engineering and Operations SUBJECT:Change Order No.1 to the Contract with Montgomery Watson Harza for the Ralph W.Chapman Water Recycling Facility Upgrade Project GENERAL MANAGER'S RECOMMENDATION: That the Otay Water District (District)Board of Directors (Board)approves Change Order No.1 to the existing contract with Montgomery Watson Harza (MWH)for the Ralph W.Chapman Water Recycling Facility (RWCWRF)Upgrade Project,in an amount not-to-exceed $83,301,(see Exhibit A for project location). COMMITTEE ACTION: Please see Attachment A. PURPOSE: To obtain Board authorization for the General Manager to execute Change Order No.1 (see Exhibit B)in an amount not to exceed $83,301 to the contract with MWH for the RWCWRF Upgrade Project. ANALYSIS: At the October 7,2009 Board Meeting,MWH was awarded a professional engineering services contract for the RWCWRF Upgrade Project.This project consists of the pre-design, design,and construction phase engineering services for the upgrade of the treatment plant.The specific elements of this upgrade include the modification of the existing aeration basins to achieve nitrification and de-nitrification,rehabilitation of the blower system and associated aeration piping,~replacement of the floating cover for the filter backwash storage reservoir/ and selected automation enhancements for the facility.The Pre- Design Report has been completed and MWH is now in the design phase of the project. During the pre-design phase of the project,MWH conducted a workshop on May 5,2010 for District staff to discuss the different components of the project.During this workshop, several important enhancements to the design scope were explored.Specifically,staff requested that the following items be added to the original scope of work via Change Order No.1 to increase plant efficiency and productivity:1)Replace the existing aeration diffuser system with a new panel type aeration system,2)Add Return Activated Sludge (RAS)and Waste Activated Sludge (WAS)pumping modifications to improve plant process control and automation,and 3)Add seven (7)process instruments that will further aid in the automation of the treatment plant.Staff believes that it is prudent to include these plant and process control enhancements at this time as part of the upgrade project in an amount not-to-exceed $83,301. FISCAL IMPACT:~~ The original MW co~$458,813 is currently funded from CIP R2096.The total budget for CIP R2096/as approved in the FY 2011 budget,is $2,500,000.Expenditures to date are $270,590.Total commitments to date,including this Change Order,are approximately $713,855.See Attachment B for budget detail. The Project Manager anticipates that the budget,based on the attached financial analysis,will be sufficient to support this project. Finance has determined that funding for this project is available from the Replacement Fund (100%). STRATEGIC GOAL: This project supports the District's Mission statement,"To provide the best quality of water and wastewater services to the customers of Otay Water District,in a professional,effective/ and efficient manner"and the District/s Strategic Goal,"To satisfy current and future water needs for potable/recycled, and wastewater services." 2 LEGAL IMPACT: None. P:\NORKING\CIP R2096 -RvJCNRF Blmler System Rehab-Replace\Staff Report3\8D 10-06-10,Staff Report,Rt'Je-mF Upgrade Project Change Order.doc LCB/RR·jf Attachments:Attachment A Attachment B -Budget Detail Exhibit A Project Location Exhibit B -Change Order No.1 3 R20 96-0011 02 ATTACHMENT A i Cha~g'~Order No.1 to the Cont r ac t~ithM;~'tg;m~'~y'w~t~o~ i Harza for the Ralph W.Chapman Water Recycling FacilityiUpgradeProject COMMITTEE ACTION: The Engineering,Operations,and Water Resources Committee reviewed this item at a meeting held on September 16,2010.The Committee supported Staff's recommendation. NOTES: The "Committee Action"is written in anticipation of the Committee moving the item forward for Board Approval.This report will be sent to the Board as a Committee approved item,or modified to reflect any discussion or changes as directed from the Committee prior to presentation to the full Board. ATTACHMENT B SUBJECT: R2096-001102 Change Order No. Watson Harza for Facility Upgrade 1 to the Contract with Montgomery the Ralph W.Chapman Water Recycling Project OtayWater District r2096 -RWCWRF -Upgrades and Modifications Date Updated:August 31,2010 Budget Outstanding Projected FinalCommittedExpendituresCommitment&Cost Vendor/Comments 2,500,000 Forecast Planning Labor 48,482 48,482 48,482 Professional Legal Fees 603 603 ·603 GARCIA CALDERON &RUIZ LLP Consultant Contracts 11,200 11,200 11,200 MWH CONSTRUCTORS INC Consultant Contracts 458,813 98,850 359,963 458,813 MWH AMERICAS INC 83,301 83,301 83,301 C.O.#1 MWH AMERICAS INC Consultant Contracts 678 678 -678 US BANK CORPORATE PAYMENT Service Contracts 250 250 ·250 UNION TRIBUNE PUBLISHING CO Service Contracts 68 68 -68 SAN DIEGO DAILY TRANSCRIPT Service Contracts 10,860 10,860 ·10,860 E S BABCOCK &SONS INC Total Planning 530,954 170.991 359,963 530,954 Design Labor 14.oa3 14,083 14,083 Consultant Contracts 3,500 3,500 ·3,500 MWH CONSTRUCTORS INC Total Design 17,583 17,583 ·17,583 Construction Labor 55,080 55,080 55,080 Rents and Leases 5,557 5,557 ·5,557 EQUIPCO SALES &SERVICE MWH AMERICAS,PENHALL, Service Contracts 13,039 13,039 -13,039 SOUTHERN CAL TELECOM Infrastructure Equipment & Materials 434 434 -434 EQUIPCO SALES &SERVICE Infrastructure Equipment &REXEL,CABLES PLUS, Materials 7,907 7,907 -7,907 COMPUTER AIDED SOLUTIONS Total Construction 82,016 82,016 -82,016 Grand Total 713,855 270,590 443,264 713,855 VICINITY MAP boco II ..... Iii...J(3en IMPERIAL BEACH /\~//\,~/\\;5~~'\'/~../~~ //\\~'r'V \~/\~/I --\----.--~\\/~'r~'rGY-'r7 /;;) '-/(Y ( ~--~\\ 0 j Co~0~~\/ ~~ / /r;y~& ~~~ ---------r--'-~/~----------- ----i r \~--~) I ,J '?I ~~~__~~ PROJECT SITE L~,BO~o~~\---"l'V ".-, '" aTAY WA TER DISTRICT RWCWRF -UPGRADES AND MODIFICATIONS CIP#R2096 EXHIBIT A EXHIBIT B OTAY WATER DISTRICT 2554 SW EETWATER SPRINGS BLVD.•SPRING VALLEY,CA.91978,(619)670 -2222 CONTRACT/P.O.CHANGE ORDER No.1 PROJECT/ITEM:Ralph W.Chapman Water Recycling Facility Upgrade Proje~t CONTRACTORIVENDOR:MWH REF.CIP NO.:·R2096 APPROVED BY:General Manager REF.P.O.No:711767 REF.WO No.:N/A DATE:08/31/10 DESCRIPTION: Provide design services and preparation of bid documents for the modifications to the RWCWRF Upgrade project as detailed in the Attachment A,Additional Scope of Services,and Exhibit B,Budget Breakdown Per Task dated August 31,2010. REASON: The modifications of the original design services were identified by MWH and District Staff as enhancements that would increase the treatment plant efficiency and productivity. CHANGE P.O.TO READ: Revise Contract to add $83,301 for a total Contract amount of $542,114.00. Completion date remains at 06/30/12. ORIGINAL CONTRACT/P.O.AMOUNT: ADJUSTED AMOUNT FROM PREVIOUS CHANGE: TOTAL COST OF THIS CHANGE ORDER: NEW CONTRACT/P.O.AMOUNT IS: CONTRACT/P.O.TIME AFFECTED BY THIS CHANGE: ORIGINAL CONTRACT COMPLETION DATE: REVISED CONTRACT COMPLETION DATE $ $ $ $ 458,813.00 458,813.00 83,301.00 542,114.00oDays 6/30/12 6/30/12 IT IS UNDERSTOOD WITH THE FOLLOWING APPROVALS,THAT THE CONTRACTORNENDOR IS AUTHORIZED AND DIRECTED TO MAKE THE HEREI N DESCRIBED CHANGES.IT IS ALSO AGREED THAT THE TOTAL COST FOR THIS CHANGE ORDER CONSTITUTES FULLAND COMPLETE COMPENSATION FOR OBLIGATIONS REQUIRED BY THE CONTRACT/P.O.ALL OTHER PROVISIONS AND REQUIREMENTS OF THE CONTRACT/P.O.REMAIN IN FULL FORCE AND EFFECT. STAFF APPROVALS: PROJ.MGR.«,-M.e:.t;Dt-zM"Q~'ET-DATE:'VZ/ZPlc D1V.MGR:~~DATE:9/t:/Z1)(I CHIEF:DATE:,_---'-_ ASST.GEN.MANAGER:,_ DISTRICT APPROVAL: DATE:_ GEN.MANAGER:_______DATE:_ COPIES:0 FILE (Orig.)0 CONTRACTORNENDOR 0 CHIEF-ENGR 0 CHIEF·FINANCE 0 AGM/ENG-OPSoENGR.MGR.0 INSPECTION 0 PROJ MGR 0 ENGR.SECRETARY 0 PURCHASING 0 ACCTS PAYABLE C;\Documents and Settings\ldwitter\Local Settings\Temoorarv Internet Files\Content.OutlookIEVUOZ4Vx\Change Order#1 -RWCWRF Uogrude ProiecLdoc CHANGE ORDER LOG Ralph W.Chapman Water Recycling Facility Upgrade Project ConsultanUContractor:MWH Project:R2096 Subproject:001102 APPROVED C.O.AMOUNT BY DATE DESCRIPTION TYPE C.O. 1 $83,301.00 Board 10/6/2010 Compensation for design of additional scope items.Owner 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 Total C.O.'s To Date: Original Contract Amount: Current Contract Amount: Change Order Breakdown for the Month: Month Net C.O.$Limit Authorization 9/10 $83,310.00 $2,000 Insp $10,000 PM/Sr.Engr. $20,000 DivM $25,000 Chief $35,000 AGM $50,000 GM >$50000 Board H:\RWCWRF Upgrade Project_Change Order Log $83,301.00 $458,813.00 $542,114.00 18.2% C.O.% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 9/1/2010 August 31,2010 MWH Attachment A RWCWRF Upgrade Project Additional Scope of Services The below Scope Modifications cover design services (Task A.Project Management and Administration;Task B.Preliminary Design and Task C.Final Design and Bid Document Preparation)to be provided by MWH Americas,Inc.("MWH")to coincide with the recommended project contained in the "Otay Water District,Ralph W.Chapman Water Reclamation Facility Upgrade Project,Preliminary Design Report." MWH shall perform additional services necessary to complete the design services as modified below: •Instead of re-using existing aeration diffuser system,a new aeration diffuser system - Parkson HiOx®UltraFlex Aeration Panels (based on August 26,2010 meeting)will be provided.MWH will coordinate with the District and aeration diffuser manufacturer to determine the number and arrangement of the aeration diffuser panels.MWH will provide additional mechanical drawings to show the new diffuser grid system (plans, sections and details)and expand specification section on Control Strategies to include the new diffuser system.The District will negotiate with the aeration diffuser manufacturer -Parkson and provide MWH a description of the services and materials that Parkson will be supplying,along with a quote. •Instead of dividing each basin into one anoxic zone and one aerobic zone,each basin will be divided into four zones:two anoxic,one future swing and one aerobic. Additional compartments were dictated by kinetic requirements revealed by modeling of the District's Nitrogen data. •The existing influent weirs will be converted to V-notch weirs (total of 3). •The design will provide variable frequency drive (VFD)and flow indicating transmitters (FIT)for each RAS flow meter at the aeration basins (total of 3).Flow meters will be added at the discharge of RAS pumps and piping will be modified to provide straight pipe. •The design will include replacement of the buried 18-inch header and 12-inch header that transitions into 8-inch line to aeration basin for channel aeration.An additional civil drawing will be necessary to illustrate the plan and section of the yard piping and profile. •The design will include air flow transmitters for grit chamber and channel aeration.Air flow measurements will be sent to the SCADA system and be part of blowers control. •The design will include a flow rate controller for the control of blower system. •The design will include the following: •New air flow monitoring system for Headworks -Grit Removal/Classifier (requires some piping modification). •VFD and controls of each existing RAS pump. •RAS -Add a flow meter to each RAS pump discharge line.(Requires significant piping modification) •Secondary Clarifier Skimming Trough -Add an actuator to rotate trough as well connect to SCADA.(Requires adding motorized actuators) With no AS-BUILT P&IDs,the design will include re-construction of P&IDs only for any affected areas as needed to facilitate this project only..- •Electrical and Instrumentation design to support the equipment modifications listed in this Attachment is included. The Scope Modifications are based on the following assumptions: 1.The District will pressure test the existing 8-inch line to the grit chamber and the design does not include modifications to the 8-inch line to the grit chamber. 2.Since original mylars are not available,the District will engage surveyor to perform potholing and field surveys to locate surface and sub-surface features where the air piping will be replaced.The District will provide MWH aerial photogrammetric survey and digital topographic mapping data in Microstation V8 format.A final digital topographic map (topo map)of the project site at a scale of one inch equals twenty feet (1"=20'),with a contour interval of one (1)foot containing the specific ground shot data and underground utility pothole data will be provided to MWH to proceed with the design.The map accuracy will meet or exceed the specifications published in the US Department of Transportation's Reference Guide Outline and National Mapping Standards.Field data will be incorporated into a digital topographic mapping on which the new air piping will be mapped and designed.Digital topographic mapping will be provided to MWH. 3.The District will engage geotechnical subconsultant to perform subsurface exploration where the new filter air scour blowers will be located,and provide MWH a geotechnical report. 4.The District will engage a corrosion subconsultant to test the soil samples for soil corrosivity and provide MWH recommendations for controlling corrosion of underground air piping. EXHIBIT B PROFESSIONAL SERVICES AGREEMENT -AMENDMENT No.1 BUDGET BREAKDOWN PER TASK August 31 2010, i I I IAmendedII Contract Hours IHourlyRate Amended Contract Amended Contract Task A.Project Management &Administration* I I Total Hours byTask 136 hr i $23,574 I Principal In Charge W.Moser 6 hr $245.00 $1,470.00 Project Manager J.Wojslaw 46 hr $205.00 $9,430.00 Supervising Professional P.Low 24 hr $155.00 $3,720.00 Senior Professional J.DeCarolis 28 hr $144.00 $4,032.00 Administrator N.Sampson 32 hr $87.00 $2,784.00 Direct Expenses Subconsultants I $- Mileage 1333 per mile $0.61 $806.47 Misc.Other Direct Costs $90.20 Associated Project Costs I $1,331.44 Task B.Preliminarybesign** Total Hours by Task 528 hr $108,551 Principal In Charge W.Moser 4jhr '$245.00 $980.00 Project Manager J.Wojslaw 52 hr $205.00 $10,660.00 TAC R.Stephenson SO hr $205.00 $10,250.00 Principal Professional"V.Nevo 100 hr 1$202.00 $20,200.00 Principal Professional I M.Shahabi 10 hr !$188.00 $1,880.00 Supervising Professional ,P.Low 148 hr 1$155.00 $22,940.00 Senior Professional IJ.DeCarolis 164,hr $144.00 $23,616.00 Administrator IN.Sampson o hr 1$87.00 $-:: C--.__---- !Jirect Expenses !I Subconsultants CPM Construction i $8,400.00 I RBA I Mileage o per mile $0.61 $- Misc.Outside Reproduction $396.97 CADD 65 hr $18.43 $1,197.95 Associated Project Costs $5,169.12 I Amended Contract Hours Hourly Rate Amended Contract Amended Contract Task C.Final Design and Bid Document Preparation I I I I Total Hours by Task 1841.21 hr I $327,610--_..- f Iw.Moser ------olhr i If--- 1$Principal In Charge 245.00 $-I Project Manager J.Wojslaw -~-44[hr 1$205.00 $9,020.00 TAC R.Stephenson.L.Yaussi,155 hr 1$205.00 $31,775.00 M.Fordham,S.Hinman.H.I Durham I Supervising Professional J.Loucks 12 hr 1$158.00 $1,896.00-- Principal Professional II Y.Nevo o hr $202.00 $- Principal Professional I M.Shahabi,D.Wilcoxson,196 hr $188.00 $36,848.00 J.Mohr,B.Tai I Supervising Professional ~Ip.Low,E.Pascua 247,hr $155.00 $38,285.00 I Senior Professional J.DeCarolis,M.Ketabdar,562jhr 1$144.00 $80,928.00 SWilliams I I Senior Designer Design Staff 625.2 hr i$144.00 $90,028.80 Administrator N.Sampson o hr $87.00 $-I Direct Expenses Subconsultants CPM Construction $14,000.00 Mileage 600 per mile $0.61 $363.00 Misc.Outside Reproduction 2236.3 cost $1,845.00 $2,459.90 CADD 216 hr $18.43 $3,980.88 Associated Project Costs $18,025.35 *Includes Project Management ofAdditional Scope. **Additional hours are associated with developing new scope itemsto a level suitable for design (cales,layouts,etc.).These items were only identified in PDR but not developed yet. Task A +Task B +Task C (Amended) Task A +Task B+Task C (Original) Task A +Task B +Task C (Amendment Amount) 2,505 hours 2,036 hours 469 hours $ $ $ 459,735 376,434 83,301 Otay Water District Ralph W.Chapman WRF Upgrade Project Revised list of drawings General 1 G-1 Cover Sheet 2 G-2 Location and Vicinity Maps;Drawing Index 3 G-3 General Notes,Abbreviations and Symbols Civil 4 (-1 Grading Plan 5 C-2 Yard Piping Plan I 6 C-3 Piping Profiles I 7 -4 Yard Piping Plan II &Piping Profiles II 8 C-5 Civil Details I Structural 9 GS-1 Structural Details 10 1S-1 Aeration Basin Baffles I 11 IS-2 Aeration Basin Baffles II 12 3S-1 Blower Building Modifications 13 3S-2 Air Scour Blower Foundation and Walls Mechanical 14 GM-1 Piping Schedule 15 M-l Mechanical Details 16 M-2 Mechanical Details 17 1M-1 Aeration Basin Diffuser Demo 18 IM-2 Aeration Basin mixers &pumps -Plan 19 1M-3 Aeration Basin mixers &pumps -Sections 20 1M-4 Aeration Basin Air Piping-Plans &Sections 21 1M-5 Aeration Basin Grids -Plans 22 1M-6 Aeration Basin Grids -Sections 23 1M-7 Aeration Basin Grids -Details 24 3M-1 Blower Building -Plan 25 3M-2 Blower Building -Sections 26 3M-3 Air Scour Blower Plan &Sections 27 5M-1 RAS Pumps Discharge Flow Meters 2-&SM 2 VI/AS Booster PUR'l13 Plan &Sections Legend Black font =As proposed FFOOOORed 01+OOOfont =New scope Page 1 Electrical 29 GE-l Electrical Symbols 30 GE-2 Electrical Notes and Abbreviations 31 GE-3 Electrical Details II 32 GE-4 Electrical Details II 33 E-1 Elecrtical Site Plan 34 E-2 Electrical Demolition drawing 35 E-3 Single Line Diagram 36 E-4 Control Schematics I 37 E-5 Control Schematics II 38 E-6 Conduit Development 39 E-7 Conduit and cable Schedule 40 E-8 Panalboard Schedule 41 lE-1 Aeration Basin Electrical Plan 42 3E-l Blower Bldg Electrical Plan 43 3E-2 Air Scour Electrical Plan 44 SE-1 RAS Pumps and WA~Booster Pump 45 7E-1 Grit Chamber Air Monitoring System and Secondary Clarifier Skimming Trough 4e n:2 Diesel Tank Level Transmitter Effluent Pump Pressure Transmitter Instrumentation 47 GI-1lnstrumentation Sysmbols &Abbrevciations 48 GI-2 Instrumentation Details 49 GI-3 Network Block Diagram 50 11-1 P&ID I Aeration Basins 51 11-2 P&ID II Aeration Basins 52 31-1 P&ID III Aeration Blowers and RAS Pumps 53 31-2 P&ID IV Air Scour Blowers §4 SI 1 P&:ID V RA~and WA~Pumps &:WAS Booster Pump 55 71-1 P&ID VI Grit Chamber Air Monitoring System and Secondary Clarifier Skimming Trough §9 71 2 P&:ID VII Diesel Tank Level Transmitter Effluent Pump Pressure Transmitter Number of Proposed DraWings Number of New Drawings Legend Black font =As proposed FFOOOORed 01+OOOfont =New scope =42 =10 Page 2 Otay Water District Ralph W.Chapman WRF Upgrade Project Additional Specification Sections Construction Specifications Institute (CSI)MF-2004 Section Title Comments 262923 Variable Frequency Drives VFD for RAS Pumps 409100 Process Control and Instrumentation Expanded section 409102 In-Line Liquid Flow Measuring RAS flow meter 409104 Gas Flow Measuring Air flow meters and transmitter 409106 Level Measuring Diesel tank 409108 Pressure Measuring Effluent Pump 409300 Control Strategies Expanded section 412011 Rotary Pipe Skimmer If skimmer is to be replaced. 412517 Diffusers,Fine Bubble,Fixed New aeration grid systems 431058 Corrosion Resistant Cast Iron Soil Pipe New Air Header. (ASTM A 518jA 861,Modified) 432233 Progressing Cavity Pumps Wl'lS Booster Pump 433012 Valve and Gate Actuators Secondary Clarifier Skimming Trough Quality Assurance Approval Sheet· Project No..1)2.054> Document Description:St-~Fori fa-c Ba4.t"d a.pFt"qva,('f--- C hao,6'c:,..d e.c -#.,:to tpi-H '''S C-COO.trac:+f",~,"--:fh~""e~~_ 1)WC.W l'l'F Up'3 raae..1?"1J~""e.C(...c.","-,-±_---------- 5/1/10Dat~I~~-'73~Signature Author: QA Reviewer: Printed Name Date Manager: Tl.o tJ 121 t1fJ~6Lf/L/ Printed Name The above signatures attest that the attached document has been reviewed and to the best of their ability the signers verify that it meets the District quality standard by clearly and concisely conveying the intended information; being grammatically correct and free of formatting and typographical errors;accurately presenting calculated values and numerical references;and being internally consistent,legible and uniform in its presentation style. AGENDA ITEM 6 TYPE MEETING:Regular SUBMITTED BY:Geoffrey Informat' Strategic Planning APPROVED BY: (Chief) STAFF REPORT MEETING DATE:October 6,2010 W.O.lG.F.NO:DIV.NO. and APPROVED BY: (Ass!.GM): SUBJECT: German Al~Assistant General Manager,Administration and Finance FY 2010 Strategic Plan and Performance Measures Report GENERAI.MANAGER.'S .REC0MM:ENDAT:rON: No recommendation.This is an informational item only. COMMITTEE ACTION: See Attachment A. PURPOSE: To provide a fiscal year-end report on the District's Strategic Performance Plan. ANALYSIS: The District has completed the second year of the Strategic Plan for FY 2009 to FY 2011.Overall,results continue to be positive with the District exceeding its target for both strategic plan objectives (at least 90%complete or on track)and performance measures (at least 75%on target).Detailed information on each objective and measure is also available electronically on the Board Extranet.Looking at these results in more detail: Strategic Plan Objectives -Changing to Meet Future Needs Strategic plan objectives are designed to ensure we are making the appropriate high-level changes necessary to move the agency in the planned direction to meet new challenges and opportunities. Overall performance of strategic plan objectives is positive with 49 of 51 objectives (96%)complete,ahead,or on schedule and two items behind schedule.Of the objectives that are behind,both expect to be back on track by next quarter.Three items are not scheduled to start and one items is on hold;therefore,these four objectives have been excluded from the calculation. Objectives:All Scorecard Areas Detail 30 25~~~--------- 10 5 2 --r-- 1 0 0 Compl Ahead On Schd Behind Hold No Rpls Not Strt 55 Total 49/51 Objectives complete,ahead,or on schedule (96%). Target is 90%. Performance Measures -Monitoring Day-To-Day Performance Performance measures are designed to track the day-to-day performance of the District.Sometimes referred to as a "dash board",these items attempt to measure the effectiveness and efficiency of daily operations.The overall goal is that at least 75%of these measures be rated "on target"District results in this area are also positive with 39 of 44 (89%)items achieving the desired level or better. Measures:All Scorecard Areas 25 5 Detail ~...__.__._--_._---- .-.."....~~----_.__.._-- Compl Ahead On Schd Behind Hold No Rpts Not Strt 44 Total 39/44 Measures on or ahead of schedule (89%). Target is 75%. Balanced Scorecard -External View The Balanced Scorecard methodology is designed to ensure that a company is performing consistently on a wide range of measures necessary to ensure both short-term and long-term improvements. From this perspective the results are also positive.In six of the eight categories the District is on or ahead of schedule or target.The areas where we are behind (Learning and Growth- Objectives and Customer-Measures)should be back on track next quarter. Balanced Scorecard FY 2010 •Qtr 4.All Departments i.Objectives L.._.~.__._..__ [ --._-- Customer •ObjeCtiVes'",',Measures J ---~--~------ F.inandal~~~ure~.1 I LejlrningandGrowth i Objectives.Measures I L--~._...J ri Business Processes I i 'i Objectives.Measures IL .J Green =meets or exceedsl Red =does not meet Departmental Perspective -Internal View of Performance The departmental perspective,that is breaking down performance objectives and measures by the responsible internal departments, is also positive.Most departments meet or exceed expectations in both areas.The single objective that is behind for Finance will be back on schedule by next quarter. Department View FY 2010 •Qtr 4 •All Scorecard Areas 2-Engineering Objectives Measures ~3-Finance Objectives Measures 4-Information Technology •Objectives Measures S-Operations Objectives •Measures Green =meets or exceeds!Red =does not meet Next Steps The District will begin developing the FY12-14 Strategic Plan in the second quarter of FYll. l!'J:$CA1'...IMPACT: None at this time. STRA'I:'EJ:;J:CGOJU,: Strategl'cPlc3.r1 and Performance Measure reporting is a critical element in providing performance reporting to the Board and staff. LE;GJU,J:~AC'l'. N0)AQ Gederal Mana~---------- ATTACHMENT A SUBJECTIPROJECT:FY 2010 Strategic Plan and Performance Measures Report COMMITTEE ACTION: The Administration and Finance Committee and the Engineering and Operations Committee met in September and reviewed this item. Based upon this discussion the Committees recommend that the Board receive the attached information. NOTE: The "Committee Action"is written in anticipation of the Committee moving the item forward for board approval.This report will be sent to the Board as a committee approved item, or modified to reflect any discussion or changes as directed from the committee prior to presentation to the full board. FY 2010 Year End Strategic Plan Review Board Committees September 16th, 2010 Strategic / Business Planning Process Objective Status Summary 49/51 Complete, Ahead, or On Schedule Performance Measure Status Summary 88% Complete, Ahead, or On Schedule Balanced Scorecard View In 6 of 8 categories of our balanced scorecard, the District is on or ahead of schedule or on target Departmental View Almost all departments meet or exceed the expectations for objectives and performance measures. Next Steps „Major plan revisions for FY 2012-2014 „Themes of efficiency and effectiveness „Coordinated effort with asset management „Leverage existing system investments already in place Key Objective Achievements ‰Developed a comprehensive outreach plan for customers related to the drought, recycled water, and water conservation. ‰Worked with Home Owners Associations to devise a transfer program for users of potable water for irrigation to convert to recycled. ‰Standards & Poor’s notified the District that it was upgrading the District’s credit rating from AA- to AA. ‰218 process completed-notices were mailed out in October to all Otay customers. ‰Successful implementation of SharePoint in Customer Service. ‰Moving forward with AWWA District-wide Self-Assessment evaluation. ‰Operations coordinated with Customer Service (meter readers) and IT to properly set up a recorded meter testing program. Results Available On the Board Extranet! www.otaywater.gov/extranet/login.aspx