HomeMy WebLinkAboutPUD Business Plan Development w � �
Business Plan Development
Workshop
Slide i
wo 22001 Reiter • Lowry Consultants
10-Sep-04
• District is Growing
— Numbers of Accounts
— Acquisition of water Companies
• A New Service
— Broadband
• Community is Changing
• Key Staff is Close to Retirement
Slide 2
WO22001
10-Sep-04 Reiter • Lowry Consultants
• District Wants to Improve :
— Internal Communications
— Management Information
— Develop Management Team
Slide 3
wo$2001 Reiter Lowry Consultants
10 Sep-04
EMMMEMME
• District Organization
— Reporting Structure
— Internal Communication
• Accounting
— Timely Budget and Cost Reporting
— Closing of Work Orders
— Status of Capital Spending
— Developer Cost Accounting
Slide 4
WO 22001
10-Sep-o4 Reiter • Lowry • Consultants
• The Number of Funds
• Job Costing
• Purchasing and Warehouse
• GIS
• Planning and Scheduling
• Operations versus Capital Construction
• Management Information System Dept?
• Allocation of Tasks
• Warehouse Operations
Slide s Reiter Lowry Consultants
WO 22001
I0-Sep-04
Board of Directors
General Assistant General
Manager
Manager Power Supply
gSystemsDevetopmen
Deputy
P ty General Deputy General
Manager Mana er
Finance-Admin g
Broadband
Systems opmen TecOperationsring Services
Information Finance& General
Technology Accounting Services
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Slide e Note:Positions in Blue Comprise
1Wo2001 Strate is Planning Committee0-Sep-04
• Human Resources
• Insurance
• Risk Management
• Safety Programs
Public Information
Slide 7
wo 22001 Reiter • Lowry • Consultants
10-Sep-04
e`
• Budgeting
• Financial Planning
• Rate Analysis
• Job Costing
• Auditing and Accounting
• Management Information
• General Service
• GIS
• IT
Slide 8
wozzom Reiter Lowry Consultants
10-Sep-M 3'
• Water
— Operations
— Preventive Maintenance
— Repair
• Electric
— Operations
— Preventive Maintenance
— Repair
• Broadband
— Operations
— Preventive Maintenance
— Repair
Slide 9
wo22001 Reiter • Lowry • Consultants
10-Sep-04
• Provides Support to The Operating
Departments
— Snow Removal
— Customer Service
— Dispatching
— Warehouse
— Communications Equipment
— Rolling Stock
— Tools
Slide 10
WO 22001
10-Sep-oa Reiter • Lowry • Consultants
Board Chief Asst Water Electric Broadband
of General Finance General Utility Utility Utility
Activity Directors Manager Officer Manager Manager Manager Manager
Budget Preparation N I R C C C C
Budget Adoption A A C I I I I
O en work order
N N I I R R R
Responsible Party R
Must Approve A
Must Inform I
Requires Coordination with others C
No action required N
Slide i l
WO22001 Reiter • Lowry • Consultants
10-Sep-04
• Identify Information Required by Board of
Directors and Management
• Key Indicators for Service Levels
• Identify Who Needs What Information by
Department
• Coordinate With Software Vendor
• Integrate GIS into MIS
• Customer Service and Call Center
Slide 12
WO 22001
Io-Sep-0a Reiter • Lowry - Consultants
• Job Costing/Activity program/Work Order
Control/Developer Deposits
• Coordinate Work Order System With Job
Costing
• Reimbursement Contract Administration
• Financial Plan Model
• Budget Reporting and Report Formats
• Capital Funding
Slide is Reiter • Lowry • Consultants
WO 22001
io-sen-oa
• Expands the Line Item Budget
• Ability to Know What it Costs to Perform
an Activity
— Meter Set
— Well Maintenance
— Plan Check
— Inspection
— Etc.
Slide 14
W622001
10-sep-04 Reiter • Lowry • Consultants
• Labor
• Material
• Equipment
• Outside Services
Slide 15
wO22001 Reiter Lowry • Consultants
10-Sep-04
• Establishment of Funds
• Integration of Financial Information with
GIS
• Tracking/Billing/Collection of Developer
Related Expenses
• CIP Cost Estimating and Cost Control
Slide 16
WO 2200I
10-Sep-04 Reiter • Lowry • Consultants
EMEEMEE
• Reporting Structure
• Management Succession
• Management Training
• Organization Relations Guide
• Staffing Plan
• Feasibility of MIS Section
• Potential Integration of Dispatching and
Call Center
Slide 17
wo 22001 Reiter Lowry • Consultants
10-Sep-04
• What Information Does the Board Need to
Make Its Decisions and Monitor District
Performance?
• What Key Indicators Would be Desirable?
• Frequency of Reports?
• Is the Board Considering Providing Other
Services?
• Will the District Expand its Service Area?
Slide t$
wo 22001
p-04
lOSep-Sep 3'Reiter • Lowry Consultants
• Has the Board Established a Target Rate
for Broadband Service?
• Minimum Response Time for Customer
Questions or Service Requests?
7/24 Staffing for Service Problems?
• Will the District Perform On-Site
Installation and Trouble Shooting?
Slide 19
WO 22001
10-Sep-04 Reiter Lowry Consultants
• Should the District Encourage Water
Conservation through:
— Metering All Water?
— Conservation Rate Structure?
— Public Education Programs?
Retro Fitting Plumbing Fixtures?
Slide 20
WO22001 Reiter • Lowry • Consultants
t OSep-04