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HomeMy WebLinkAbout2006-05-06 Min - Board SPECIAL MEETING May 6, 2006 In accordance with District Code Section 2.08.010, the TDPUD minutes are action only min- utes All Board meetings are recorded on audio tapes which are preserved perpetually and made available for listening to any interested party upon their request. The special meeting of the Board of Directors of the Truckee Donner Public Utility District was called to order at 9:03 AM in the TDPUD Board room by President Hemig. ROLL CALL: Directors Joe Aguera, Ron Hemig, Patricia Sutton, Tim Taylor and Bill Thomason were present. EMPLOYEES PRESENT: Mary Chapman, Alan Harry, Steve Hollabaugh, Nancy Waters, Peter Holzmeister, Ed Taylor, and Barbara Cahill CONSULTANTS PRESENT: Steve Gross and Bob Rauch OTHERS PRESENT: None PUBLIC INPUT There was no public input. DISCUSSION OF THE DISTRICT'S MISSION STATEMENT, GOALS AND OBJECTIVES Mr. Rauch enlisted comments from the Board of Directors and Department heads as to a Mission Statement about the District: • What do we do? o Provide certain utilities ■ Water ■ Electricity ■ (Broadband) o Manage resources (comply with regulations) ■ Water ■ Power ■ People ■ Assets ■ Finances • Whom do we serve? o All the residences and businesses in our service area o Visitors • Define excellence o Reliable services at lowest practical cost ■ High quality of water and power ■ High quality (product) service o Integrity- timely/responsive o Consistent- Courteous o Adequate to meet needs of customer o Responsible ■ Concern for meeting customer needs ■ Environmentally responsible 1 o Open to the public o Cooperative relationships The following Mission Statement was drafted: The Mission of Truckee Donner Public Utility District is to provide adequate, reliable and high quality water and electrical power services, and to manage District resources in an open, responsible, environmentally sound manner at the lowest practical cost. Out of the Mission Statement, Objectives were created: 1. Provide an adequate, reliable and high quality water supply and distribution system to meet current and future needs. 2. Provide and adequate reliable and high quality electric supply and distribution system to meet current and future needs. 3. Manage the District in an open manner. 4. Manage the District in a responsible manner. 5. Manage the District in an environmentally sound manner 6. Manage the District in an effective, efficient and fiscally responsible manner. Out of the Objectives, goals were created: 1. Provide an adequate reliable and high quality water supply and distribution system to meet current and future needs. 1.1 Maintain and implement a current Urban Water Management Plan' which includes current and future projections of water quality, _and supply. 1.2 Maintain and implement a current Water Master Plan, including the required facilities to meet current and future demand and supply. 1.3 Secure the necessary water rights and other legally required documentation. 1.4 Provide effective and efficient maintenance and replacement programs 1.5 Provide and effective and efficient operations program 2. Provide and adequate reliable and high quality electric supply and distribution system to meet current and future needs. 2.1 Maintain and implement a long term energy and load forecast. 2.2 Maintain and implement an Electric System Master Plan, including the required facilities to meet the current and future demand and reliable supply. 2.3 Provide effective and efficient maintenance and replacement programs. 2.4 Provide an effective, efficient and safe operations program 2.5 Procure and contract for low cost electric power supplies to reliably meet current and future loads. 3. Manage the District in an open manner. 3.1 Conduct the District's business in a legal, open, transparent manner 3.2 Implement a proactive public outreach program 3.3 Promote communication and cooperation with other public and private agencies. 4. Manage the District in a responsible manner. 4.1 District will conduct its business in a lawful and ethical way 4.2 District will develop and implement high standards of customer service 4.3 District will develop and implement high operational standards, procedures and codes of conduct. 5. Manage the District in an environmentally sound manner 5.1 District will conduct its business in an environmentally lawful manner 5.2 District will maintain a program of energy and water use efficiency. 5.3 District will seek to minimize any negative impact of its operations on the environment. 2 6. Manage the District in an effective, efficient and fiscally responsible manner. 6.1 District will utilize modern, cost effective work methods and equipment 6.2 District will employ a qualified and productive workforce. 6.3 District will provide work conditions and procedures that encourage employee growth, productivity and retention 6.4 District will conduct an active cost control program 6.5 Review and implement a Financial Goals policy to achieve a stable financial condition 6.6 Develop appropriate financial procedures to assure responsible financial management ADJOURNMENT There being no further business before the Board, the meeting was adjourned at 3:35 PM. TRUCKEE DON R PUBLIC TILITY DISTRICT 4�') /4�fl J. o j emig, Pre. 'dent Prepared by p�3 CU i Barbara Cahilly Deputy District Clerk bhc 3 SPECIAL MEETING May 6, 2006 Expanded notes DISCUSSION OF THE DISTRICT'S MISSION STATEMENT, GOALS AND OBJECTIVES Define objective and goals Line item of Budget refers back to Board goals- if does not—why are we doing Mission statement- select words to say what kind of relationship have—services provide to public What do we do to get customers to value us P. Sutton: District has power and responsibilities from creation and operation to provide electric and water • What do we do? o Provide certain utilities ■ Water ■ Electricity ■ (Broadband) o Manage resources (comply with regulations) ■ Water ■ Power ■ People ■ Assets ■ Finances • Whom do we serve? o All the residences and businesses in our service area o Visitors • Define excellence o Reliable services at lowest practical cost ■ High quality of water and power ■ High quality (product) service o Integrity- timely/responsive o Consistent- Courteous o Adequate to meet needs of customer o Responsible • Concern for meeting customer needs ■ Environmentally responsible o Open to the public o Cooperative relationships What do we do?---brainstorming Run business, staff, communicate with customer, relationship with agencies High quality service Timely/responsive Lowest practical cost Reliable Courteous Efficient/effective Responsible (assets, finances) Integrity(with public and each other) 1 Consistent Quantity/adequate to met needs Environmentally responsible-minimum degradation of environment Cost containment comes out of operations- out of efficient manner P.Sutton: something to indicate, carries out business in open manner-open to the public. Access to information, attention to customer problems by staff, employee- competent and fair treatment. Public agency is a network of services- relationship-cooperative-open to public The following Mission Statement was drafted: The Mission of Truckee Donner Public Utility District is to provide adequate, reliable and high quality water and electrical power services, and to manage District resources in an open, responsible, environmentally sound manner at the lowest practical cost. Out of the Mission Statement, Objectives were created: 1. Provide an adequate, reliable and high quality water supply and distribution system to meet current and future needs. 2. Provide and adequate reliable and high quality electric supply and distribution system to meet current and future needs. 3. Manage the District in an open manner. 4. Manage the District in a responsible manner. 5. Manage the District in an environmentally sound manner 6. Manage the District in an effective, efficient and fiscally responsible manner. Additional notes: Objectives do not change/goals change Key — whether intelligent people can understand why rates are going up. Adequate explanation- people will not support what they do not understand. R.Hemig: manager district and its resources Manage resources in an open, responsible, fiscal manner Promote cooperative relations with other agencies and stakeholders and jurisdictions Out of the Objectives, goals were created: 1. Provide an adequate reliable and high quality water supply and distribution system to meet current and future needs. 1.1 Maintain and implement a current Urban Water Management Plan which includes current and future projections of water quality, _and supply. 1.2 Maintain and implement a current Water Master Plan, including the required facilities to meet current and future demand and supply. 1.3 Secure the necessary water rights and other legally required documentation. 1.4 Provide effective and efficient maintenance and replacement programs 1.5 Provide and effective and efficient operations program 2. Provide and adequate reliable and high quality electric supply and distribution system to meet current and future needs. 2.1 Maintain and implement a long term energy and load forecast. 2.2 Maintain and implement an Electric System Master Plan, including the required facilities to meet the current and future demand and reliable supply. 2.3 Provide effective and efficient maintenance and replacement programs. 2.4 Provide an effective, efficient and safe operations program 2 2.5 Procure and contract for low cost electric power supplies to reliably meet current and future loads. 3. Manage the District in an open manner. 3.1 Conduct the District's business in a legal, open, transparent manner 3.2 Implement a proactive public outreach program 3.3 Promote communication and cooperation with other public and private agencies. 4. Manage the District in a responsible manner. 4.1 District will conduct its business in a lawful and ethical way 4.2 District will develop and implement high standards of customer service 4.3 District will develop and implement high operational standards, procedures and codes of conduct. 5. Manage the District in an environmentally sound manner 5.1 District will conduct its business in an environmentally lawful manner 5.2 District will maintain a program of energy and water use efficiency. 5.3 District will seek to minimize any negative impact of its operations on the environment. 6. Manage the District in an effective, efficient and fiscally responsible manner. District will utilize modern, cost effective work methods and equipment District will employ a qualified and productive workforce. District will provide work conditions and procedures that encourage employee growth, produc- tivity and retention District will conduct an active cost control program Review and implement a Financial Goals policy to achieve a stable financial condition Develop appropriate financial procedures to assure responsible financial management Additional goal notes: (6.4) Adopts standards: bond reserves, emergency, replacement, retirement reserves, post EE benefits Show public how funds are spend efficiently Policy- use of autos Scale of issues- embarrassment- should not go against board policy. Board has a job/ mission statement adequate, reliable, high quality (6.6) Organized way for key planning elements. Board- directing- monitor- staff- doing and respond Lay the goals into this year budget- what is budget item based on/data. Staff- practical, Board re- sults End of meeting- round the table comments: T. Taylor: Get the public to understand the value of the PUD; Give staff better direction P. Sutton: board need to have staff define all department capital expenditures R. Hemig: good focus; benchmark to understand decision of the budget B. Thomason: staff brings numbers and rate increase numbers- have to do rate increase because of why P. Holzmeister: good process- reasonable- will change board process with more dialog between staff and board. Next question: what kind of reports does the board want monthly/weekly?? J. Aguera: Need more information to answer public questions- maybe the mission statement, ob- jectives and goals can help M. Chapman: in her 31 years, she has not gotten goals and objectives from the board- now staff will know- empowering A. Harry: important for staff to know what are objectives and goals of the board S. Hollabaugh: global direction/big picture—what does a rate increase mean- 3