HomeMy WebLinkAboutStrategic Plans Samples Samples From Strategic Plans
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bampie Mission Statement
The mission of Rancho Murieta Community Services District
is to take a leadership role in responding to the needs of the residents. The District will deliver
superior community services efficiently and professionally at a reasonable cost while responding
to and sustaining the enhanced quality of life the community desires.
Sample Vision Statement##2
During the years from the present through buildout, resident needs will continue to arise that will
challenge the capabilities of the District. 'These challenges may include:
• Maintaining the amenities of a gated • Offering additional recreational
community opportunities, including adequate
• Providing an adequate and healthful parks, a community center,
water supply swimming pool and related amenities
• Manage wastewater recycling • Providing a thriving and convenient
opportunities commercial center
• Ensuring proactive stormwater • Assuring adequate educational and
quality management health services opportunities
• Achieving an appropriate level of • Resolving governance issues caused
local security by division of responsibilities
between the Community Services
• Meeting residents' desire for a District and Rancho Murieta
quality community based Association, multiple homeowner's
communication and entertainment associations, the need for County
system services, the gradual encroachment
• Addressing the need for adequate of nearby cities, and many other
roads and reasonable traffic controls issues
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Sample Strategic Objectives
The following are the general objectives of the Rancho 'v'lorieta Community Services District.
Achieving these objectives fulfills the Mission Statement.
1. Provide Needed Community Services
The District will demonstrate leadership by providing as many of the services that are required by
the Rancho Murieta community- as it can perform in a practical and cost effective way.
2. Optimize The level of Services
The CSD will offer services to the community= in an effective and efficient manner.
3. Employ a Quality Workforce
The CSD will employ a high duality workforce, and treat its employees as valued partners in the
successful management of Rancho Murieta affairs.
4. Maintain Good Relationships
The CSD will maintain open, cordial and cooperative relationships with its residents, Rancho
Murieta Association, local cities, local businesses, the County of Sacramento, and other
stakeholders in the community.
5. Handle Finance Effectively
The CSD will handle its finances in a well-planned manner, so that it maintains a stable and secure
financial position.
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OBJECTIVE 2:
OPTIMIZE THE LEVEL OF SERVICES
The CSD will offer services to the community in an effective and efficient manner,
Action Area 2.1: Develop Facilities Master Plan
Considerable planning work has been done to assure the continued development of new facilities, and the
maintenance and replacement issues associated with them. Capital facilities are a large component of the
CSD budget. Construction of new facilities associated with growth is normally developer driven, in that the
developer pays the costs of the needed additional facilities,
The following actions are planned:
• ACTION 2.1.1. Consider developing a comprehensive Facilities Master Plan that includes all
facilities the CSD has built or plans to build. Include also other facilities where the CSD could make
a positive difference.
Who: Staff When: January 2005
• ACTION 2-1-2. Draw all entreat planning documents into a single Facilities Master Plan, so that the
entire facilities picture can be seen in a single place, This would include scheduling of all major
facilities activities, and summarizing their annual costs so that the staff and Board can take
appropriate financial actions.
Who: Staff When: January 2005
Action Area 2.2: Evaluate Ways to Use the PTF Swap Parcel
• ACTION 22,1, The PTF Swap Parcel is a valuable piece of property. An optimum use for it is
desirable. Evaluatew-ays to use the PTF Swap Parcel most effectively.
Who: NA When: After title transfer has occurred
Action Area 2.3: Take Water Supply Actions
The CSR's current water supply is dependent upon the water rights conferred on it by the original developer.
These include Cosumnes River diversion rights and the right to store water in various reservoirs. In wet
years,there is an adequate water supply, but not in dry,years, Various actions have reduced the shortfall, but
an augmented supply is necessary.
Limited groundwater options and other issues have led to the development of a Water Augmentation Report,
currently underway,which will present water supply options. The following actions are to be undertaken:
• ACTION2.3.1 Complete the Water Augmentation Report and present it to the Board for
consideration of options,
Who: Staff+Consultants When: Spring 2004
• A�CITION2.32 Develop a Long Term Integrated Alternative Water Supply Plan that looks at all
practical water supply options through buildom. Utilize consulting support as needed.
Who: Staff t Consultants When: Spring 2005
Action Area 2.4: Optimize Use of Technology for Operations and Communications
The District utilizes or is planning the use of advanced technology in numerous ways,including its SCADA
system, MIS operations, security, billing, and so forth. Take the following actions:
• ACTION 2.4,1. Issue a RFP for consultant support in developing an Integrated Technology Plan for
CSD current and future operations
• �ACTIONI 2-,4,'- The second phase would include broadband. TV,and other new potential CSD
wireless and SCADA operations, as appropriate.
Who: Greg When: March 2004
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KCWA Strategic Plan Page 1 March 27, 1997
Mission Statement
"To assure that adequate, reliable and affordable water supplies are available for
beneficial use by the people,the economy and the lands of Kern County."
KCWA Strategic Plan March 27, 1997
Page 2
Objectives
1. Assure the availability of adequate water supplies of suitable quality to meet the
needs for water in Kern County.
Z Promote the optimal and equitable management of water resources within Kern
County.
3. Assure that SWP water supplies are provided at an affordable cost
4. In coordination with affected local entities, advocate and defend water interests in
Kern County in political, legislative, legal and regulatory arenas.
5. Maintain and facilitate effective communications among the Agency, the Member
Units, other water interests and the public.
6. Conduct Agency operations in an effective, efficient and fiscally responsible
manner.
KC WA Strategic Plan March 27, 1997
Page 4
2 Promote the optimal and equitable management of water resources within Kern
County.
2.1 Complete Local Monterey Agreement.
• Reevaluate the Settlement Pool agreement
• Reevaluate Off-Aqueduct power allocation procedures.
• Reevaluate Agency Water Transfer Policy.
• Complete sale of Kern Water Bank property within Rosedale-Rio Bravo
WSD.
2.2 Facilitate development of an "Integrated Water Management Plan"which optimizes all
water supplies within Kern County,
• Work cooperatively with all major water interests—SWP water districts,
Friant water districts, Kern River interests, City of Bakersfield, County of
Kern and all other local interests.
• Assist with sale,exchange or transfer of any available water supplies,
including SWP entitlement,as requested and within the limitations of the
Agency Act or contracts.
• Cooperate with local entities to optimize use of water storage facilities.
• Negotiate for use of federal Game Refuge water for other beneficial uses
within Kern County.
2.3 Encourage,in cooperation with Member Units and other ground water entities,effective
ground water management.
• Act as a clearinghouse for presentation,evaluation and distribution of
information concerning the ground water basins within the Agency's
boundaries.
Consider ground water management in non-district areas and,where
applicable, develop ground water management plans for such non-district
areas.
• Provide a forurn for ground water entities to come together and consider
basin-wide or regional ground water management
• Assist Member units and other ground water entities, as requested, in the
development,and implementation of local,regional, or possibly basin-wide,
ground water management plans.
ample Strategic Objectives With Linked Work Plan
3.0 FINANCE
Castaic Lake Water Agency will maintain a long range, well-planned and stable
financial condition.
3.1 Financial decisions will be based on a long-term perspective, and follow the general
guidance of a financial master plan.
3.1.1 Develop a long-termfiinancial foreeavt (Administration}
3.2 Costs will be applied to those who benefit from an expenditure, existing and future
users will each pay their fair share.
3.2.1 Implement an annexation policy that responds to legislative and regulatory
requirements; and that takes due regard for the needs of existing residents [ongoing].
(Management]
3.3 Operations should be financially self sustaining(i.e., pay for themselves).
3.3.1 Assess the cost allocation and work order system, and update as needed
[ongoing]. {Administration}
3.4 Rates, charges and fees will reflect actual casts wherever possible,and not be in
appropriately subsidized.
3.4.1 Analvze and adjust as appropriate the wholesale water rate
structure [6/04]. {Administration}
3.42 Complete review and adjust as appropriate retail water rates [l2iO3].
,,Retail Division}
3.5 Investment of Agency reserves will follow the priorities of safety, liquidity and yield,in
that order, consistent with the Agency's Investment Policy.
3.5.1 Provide and submit quarterly Investment Reports ht a timely manner
[6/04]. {Administration}
3.6 No subsidization is allowed between the wholesale and retail operations of the Agency.
3.6.1 Maintain separate budget and financial records for the Retail Division [ongoing].
{Administration/Retail Division}
3.6.2 Properly account for any shared resources such as the Administrative Services
Manager, Human Resources/Risk Management Supervisor, payroll system and
equipment [ongoing]. lAdministrationlRetail Division}
{Department responsible for accomplishing the goal)
FY 2003104 goals are shown in normal format.
Long term goals are shown in italics.
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5.0 OPERATIONS
Castaic Lake Water Agency will conduct its operations and plan, build and
maintain its facilities cost effectively and efficiently.
5.1 CI.WA will operate and utilize its assets in a cost-effective and efficient manner
and provide high quality customer service.
5.1.1 Earl Schmidt Filtration Plant (ESFP)
5.1.1.1 Continue operation of ESFP daring expansion/upgrade
constructions [8103 —6104]. )Water Treatment Operations)
5.1.2 Rio Vista Water Treatment Plant(RVWTP)
5.1.11 Minimize electrical costs by reducing production during summer
on-peak rate hours [6103 —9/03]. {Water Treatment
Operations)
5.1,22 Conduct routine filter surveillance on aH six filters, and detailed
filter surveillance (including underdrain inspection) of one filter
[11103]. (Water Treatment Operations}
5.1.3 Recycle Water System
5,1.3.1 Commence recycled water operations [7103]. {Water Treatment
Operations)
5.1.4 System wide
5.1.4.1 Update Emergency Response Plan to comply with USEPA
requirements [9,103]. )Water Treatment Operations)
51.4.2 Meet A purveyor water demands [ongoing]. {Water Treatment
Operations)-
5.1.4.3 Meet all applicable water quality regulations [ongoing]. IWater
Treatment Operations)
5.1.4.4 Implement recommendations for security enhancements identified
in the vulnerability assessment [3f04]. )Water Treatment
Operational
5.1.4.5 Sivitch bona R VIVIII and 1«T J' to chtoramines. in concert with the
purveyors 112/04[ {Water Treatment Operations}
5.1.4.6 Continue to make facilities and operational modifications as
necessary to address more stringent crater quality regulations and
higher purveyor demands while minimizing operational costs.
{Water Treatment Operations}
5.2 Design and build facilities that reflect the best available design practices.
technology, and materials, in a cost effective manner and ahead of need.
5.2.1 ESFP
5.2.1.1 Complete construction of the expansion of the Earl Schmidt
Filtration Plant fSpritag 2l O5l.. {Engineering)
5.2.1.2 Complete construction of the new I arl Schmudt Intake Pump
Station jSjs,aig 2005[ {Engineering)
5.2.2 RVWTP
5222.1 Initiate pre-design of ozone improvements at the Rio Vista Water
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Treatment Plant [9/03]. jEngineering.)
5.2.2.2 Construct expansion of Administration building parking lot and
Paving of the c1cal7well access road [4/04] IkEngmeeriflgl
5.2.2.3 Design [14/03] and initiate construction of the Administration
building addition [12/03]. tEnginecringl
5,2.3 Transmission System
5.2,11 Complete construction of the Magic Mountain Pipeline across
a
Interstate 5 in coordination with interchange improvements being
constructed by CalTrans [6104]. lEngincering)
5.2.3.2 Acquire easement and complete construction of Pitchess Pipeline
[pall.10041. {Engineering}
5.2.4 Perchlorate
5.2.4,1 treat 2,000 gallons Per nunstic of water from the Saugus aquifer
that is contaminated with perchlorale and deliver treated water to
customers[Declonher 20041, ;Engineering[ due to the
5,2.4.2 Develop replacement wells for the capacity
lost perehlorate containination[Wancr 20061. [Engineering}
5.3 Maintain facilities in good operating condition through an active preventive
maintenance program.
5.3,1 ESFP
5-3.1.1 Install sodium hypochlorite system [111,103]. {Maintenance}
5.,.1., Conduct phase two of filter valve actuator replacements [127031.
{Maintenance}
53.2 RVWTP
Install clarifier air wash piping [10/031, INtaintenancel
53.11 53,12 Repair Plexiglas roof at water level control structure [2/04],
tMaintenanceli
53.13 Modify the underground diesel storage tank (intake Pump
Station)to ensure leak detection and secondary containment
systems function properly [1/04]. (Maintenance]
becomes available_ ater Resourcesl
5.3,2.11 Refine cultural practices with an emphasis on growing
conditions in the Santa Clorna Uu(kv- lWater Resources}
5.3,112 Upgrade Intellution control system hu
man uman machine interface
(1-11MI) software to version 3/0 [10,'03]- (Maintenance}
53.3 TRANSMISSION SYSTEM
53.3.1 Conduct radio survey for turnout telemetry [7/03].
tMaintenance!
5.33.2 Upgrade remote telemetry units at turnouts [ongoing]
IMaintenancel
5.3 3,3 Install turnout telemetry at V-8 [ongoing]. Maintenance)
53.14 Install telemetry at interim pipeline (F) [ongoing].
fMaintenancel
HVAC in the Laboratory [1/04]. lWater Quality Compliance)
5.3.5.1 implement study recommendations [3/04]. Operations}
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5.4 Provide for suitable long-term depreciation, upgrade and replacement.
5. A Review application oftteliability Centered Afaitilencxnce {1Z('tf) to
Agency facilitiev. {ZIfaintenance,
5.5 Base facility and program implementation on long-term studies and master plans.
5.51 Initiate CEQA compliance for Rio Vista Water Treatment Plant expansion [4104]-
!Engineering]
5.5.2 Transmission system
5.5.2.1 Reevaluate water storage requirements for the wholesale system
[4/04]. {Engineering}
5.5.2.2 Complete annual systemwide demand analysis, review of
capital program, and evaluation of the developer impact fees [3/04].
{Engineering}
5.5.2 3 Finalize development of GIS system to include all boundaries relevant
io the Agency, Agency facilities, easements, crud property/T all
20041. (Engineering}
5.5.3 Recycled water system
5.5.31 Complete Recycled Water IMarter plait {Engineering}
5.5.3.2 Scope and design additional portions of Phase 1 of the recycled water
system [12/03]. {Engineering)
5.53.3 Perform an in-stream flow study of the Santa Clara River [6104],
tEngineering)
5.5.3 4 Complete construction on Recyeled Water Reservoir Number 1
[7I03]. EEngnneering}
5.5.4 System wide
5.5.4.1 Conduct necessary research that will enhance the Agency's ability to
achieve its mission. tWater Quality Compliance}
5.6 Administrative functions will be conducted in an efficient, businesslike manner.
5.7 CLWA will provide high quality customer service in its retail operations.
5.7.1 Complete relocation of retail warehouse [12103]. tRetail Division)
5.7.2 Work with other purveyors in implementing the Memorandum of
Understanding between the Upper Basin Water Pumpers and the United
Conservation District, the AB 3030 Plan required by the AB 134 and
preparation of the Annual Water Report provided to the city and
county [ongoing]. tRetail Division)
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WATER RESOURCES MANAGEMENT
burgeoning population,tougher environmental and health regula-
tions and a public desire to "balance'urban, agricultural and
environmental water demands are combining to make it more difficult than
ever for California water agencies to meet the e's water needs.To provide
an effective voice in water policy, ACWA and its members should urine y
behind a common set of policies and principles.Toward that end,ACWA
should take the steps outlined below.
objective: To promote a more enlightened approach to statewide water resources management
Issue Statement { Provide educational opportunities to political leaders
ACWA Must Promote the Implementation of an { to increase their understanding of water issues and their
Effective Statewide Water Policy to Meet Caltfornia's impacts.
Needs .Seek other ways to promote development and imple-
Actions I mentation of a balanced,environmentally sensitive
•Review and update ACWA's threshold water policy water policy for California.
statement, .Water for All Califomdans,"and develop a {
set of principles and implementation strategies to propel {
the policy imo,action, The principles must embody the { Issue Statement
broadest possible range of stakeholder viewpoints and { ACWA Must Deftne and Promote the Beneficial
provide the basis for water allocation.water resources i Use of the State's Water Resources
managemeta and improved reliability.
Actions
•Develop consensus on water resources issues among { •Assemble and compile factual,scientifically-sup-
busiress,community and envinoommW interests at the { pond,credible information to provide the basis for
local,state and federal level to irxrease support for and { solutions that can withstand external political pressure.
effectiveness of ACWA's positions. 1 Enlist the support of experts within and outside the
{ water community in carrying out this task. Solutions
•interact and communicate assertively with legislative. { resulting from data must be economically
fair
administrative and regulatory bodies involved with { and reasonable.
water planning to enhance the voice and influence of the {
water community in the outcome of water planning.
A 1
•Encourage integration of fair and reasonable market
forces,sound science,and thorough planting in the {
Abili to a must not be the
water allocation Process-
on, tY P Y s
y factor in determining water allocatitnts. { f
•Encournge the reinstatement of state authority over the
t
water allocation process-
issue Statement
ACWA Should Consider H v the Water Com-
munity Will Effectively Integrate Environmental Protec• {
tkm and Enhancement {
Actions {
Ensure environmental issues(Or Views)are considered
in all water issues addressed by AC,:'WA. I
•Acknowledge that enlightened self-interest demands
that ACWA deal proactively with enWron ental issues. {
I
•DeveIop ongoing relationships with environmental 6
organizations and invite discussion of water-related {
environmental issues at forums both within and outside
of ACWA. {
{
{
issue Statement
ACWA Must Promote the Discussion of Water {
and Growth•Related Issues {
1
Actions {
.Encourage member involvement in local land use {
planting,and the integration of water supply consider-
ation into land use Planning policies. {
1
{
•Promote legislation to assure rag Ftmnatiartct� {
ncy
district representation ten local Agency I
Commissions o AFCOs). I
d' rs to we
positions {
Encourage member agency {
on LAFCOs. {
•Promote environmentally sound water development to {
meet the needs of a growing population.