10 - A - Strategic Plan Quarterly Progress Report - 4th QtrCOSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
1.0 SEWER INFRASTRUCTURE
Objective Strategic Goals Accomplishments
Completion
Timeline
To collect and transport
wastewater to meet the needs
of existing and future
customers
1.1 Manhole Cover Maintenance
Program
This is a new goal that was approved by the Board on April 3, 2013. Designs to
repair 102 MH covers is 60% complete. Soliciting bids will occur soon after
followed by a contract to begin repairing the MH covers. The second and final
phase to evaluate the remaining 2,384 MH covers will occur later in FY 2014-15.
On-going
1.2 Inflow Reduction Program The District obtained from the City of Costa Mesa a list of streets that have a
history of flooding. Staff gave this information to EEC to map out the flooding
locations and identify MH covers that are located in the flood zones. The maps are
now complete and later in 2014, staff will begin plugging and sealing the MH
covers identified in the flood zones.
On-going
1.3 Reduce Hotspot Locations to less
than 40.
This is a new goal that was approved by the Board on April 3, 2013. The relining
Golf Course Drive will begin soon. When this project is complete the number of
hot spot locations will be less than 40 and this goal will be complete.
On-going
To collect and transport
wastewater to meet the needs
of existing and future
customers
1.4 System wide Sewer Replacement
& Repair Program
Project #196 Installation of Backup Power and Capability Phase I – The generator
at Canyon PS is installed and fully operational. The by-pass pumps at Victoria and
Mendoza are installed and fully operational. The easement agreement with Back
Bay Center is fully executed and the plans for the generator at this location that
will support Irvine PS are waiting for comments from the gas company. The
District is waiting for the easement agreement from Santa Ana Country Club for
the by-pass pump at Elden PS and staff is finalizing designs with the City of
Newport Beach for the by-pass pump at 23rd PS.
Project #200 – Upgrade 4 Force Main – The Mendoza force main is complete. A
new force main line was installed while the old mainline is still in place and will
serve as a secondary line. The design phase for rehabilitating Harbor, South Coast
Plaza and Victoria force mains are 70% complete. Construction is anticipated to
begin later this year.
Project #206 - Sewer Reconstruction Grade 4s-Phase I – Design is underway to
reconstruct 75 Grade 4 sections. Design is 25% complete. The goal is to repair all
Grade 4 sewer sections before they become Grade 5s, which means imminent
failure. Currently, there are 1,600 Grade 4 sewer sections that need repair.
On-going
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
1.0 SEWER INFRASTRUCTURE (Continued)
Objective Strategic Goals Accomplishments
Completion
Timeline
To collect and transport
wastewater to meet the needs
of existing and future
customers
1.5 Sewer Line Maintenance Cleaning
Program
District crew has cleaned 331,289 feet of sewer mainline and has 53,055 feet left
to their cleaning cycle this year. In addition, District contractor, NPS completed its
cleaning cycle by cleaning 385,649 feet of sewer mainline. In July 2014, staff is
meeting with EEC on developing a plan to clean the entire system annually.
Ongoing
1.6 Evaluate force main conditions
on a regular basis
Rehabilitating the Mendoza force main is complete at a cost of $88,540. The
designs for rehabilitating Harbor, South Coast Plaza and Victoria is 70% complete. Ongoing
1.7 Pump Station Maintenance &
Standardization Program
Installing new piping and valves at 21st Street and Corp Yard Pump Stations is now
complete. The piping at both stations, which is ductile iron, was heavily corroded
from hydrogen sulfide so the pipe was extremely brittle and could have cracked
soon. The piping was replaced with welded stainless steel. The guiderails and
valves were also replaced. The cost for both stations was $107,000 and the
money came from the CIP budget for Project #201 (Replace Equipment at Pump
Stations), which has a budget of $260,000.
The maintenance improvements to eleven pump stations that included, but not
limited to replacing impellers, seals, volutes, pumps and installing new bases is
now complete. The cost to perform this service was $169,183 and it was
performed by Xylem, Inc. On July 14, 2014, the District’s new SCADA
Technician/Industrial Electrician began working for the District as its newest
employee. This position gives the District a two man crew for pump station
maintenance. The two man crew along with the new crane truck will enable the
District to perform pump station maintenance and will reduce the District’s
contracting costs.
Ongoing
1.8 Fats Oil Grease (FOG) Program Nothing to report this quarter. On-going
1.9 Sewer Lateral Assistance Program On March 31, 2014, the District had to temporary postponed this program because
the District expended its $200,000 budget. On April 24, 2014 the Board of
Directors approved a budget transfer of $110,000 to cover the 44 pending
applications and any new applications before July 1. On May 22, 2014, the Board
On-going
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
approved new parameters for the program by reducing the maximum
reimbursement amount from $1,600 to $1,250 and waived the permit fees. At the
end of the 4th quarter, the total new applications approved since July 2013 is 184
and the total applications processed for payment is 190 making the total amount
reimbursed as of June 30th is $244,324.
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
2.0 SOLID WASTE
Objective Strategic Goals Accomplishments
Completion
Timeline
To manage the collection and
recycling of residential trash in
the most economical and
environmentally friendly way.
2.1 Solid Waste Citizen Academy This is a new goal that was approved by the Board on April 3, 2013. Due to the
lack of interest for this program, the Board of Directors directed staff to focus on
promoting tours at CR&R’s Material Recovery Facility (MRF) in Stanton.
2013-14
2.2 Annual contract audits This is a new goal that was approved by the Board on April 3, 2013. Staff is
currently conducting an internal audit of CR&R’s performance during the past year.
Results of the audit are anticipated to be presented to the Board in September
2014.
On-going
2.3 Comprehensive School Education
Programs
Since July 1, 2013, 15 schools have received ENRECOS vermicomposting seminars.
6 schools have took the Eco Challenge from the Discovery Science Center
7 schools have participated in the Inside the Outdoors Waste Free Lunch seminar.
Due to the success of Eco Challenge, the District will be extending the agreement
with Discovery Science Center.
Ongoing
2.4 Develop strategies for Zero
Waste
This goal was amended from encouraging zero waste to developing strategies for
zero waste. Nothing to report this quarter. This goal is complete. 2013-14
2.5 Monitor advancements and
technology in the solid waste
industry
Nothing to report this quarter.
Ongoing
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
3.0 PARTNERSHIPS
Objective Strategic Goals Accomplishments
Completion
Timeline
To foster beneficial
relationships to accomplish the
goals of the District
3.1 Regulatory Communications This is a new goal that was approved by the Board on April 3, 2013. Nothing to
report this quarter. On-going
3.2 Strengthen our ties with local
government, special districts and
educational institutions
This is a new goal that was approved by the Board on April 3, 2013. Recently,
the District’s general manager reached out to Huntington Beach city manager to
inquire the City’s interest to implement a Purchasing Cooperative Pilot Program.
In addition, the District and Irvine Ranch Water District performed shared services
by having IRWD CCTV crew televise a District sewer line. Also, the District’s
general manager has met with Midway City Sanitary District general manager to
share information and the Liaison Committee that consist of CMSD, Mesa Water
and City of Costa Mesa is going to ask representatives from Newport Mesa Unified
School District their interest on joining the committee.
2013-14
3.3 Develop a partnership with
property owners that operate private
sewer pump stations.
This is a new goal that was approved by the Board on April 3, 2013. This program
has not been implemented because of staff transition. Recently, the District hired
its first SCADA Technician/Industrial Electrician that will now provide the District
with a two man crew for pump station maintenance. It is anticipated that this goal
will be implemented in the Fall 2014.
2013-14
3.4 Participate in the activities of
professional associations
The Board of Directors and staff continue to participate in array of professional
organizations. During the 4th quarter, the District participated in the following
associations.
Springbook Conference (April 14-17, 2014)
City Clerk Association of California (April 23-25, 2014)
CWEA Conference (April 29-May 2, 2014)
CSDA Legislative Days (May 20-21, 2014)
Government Finance Officers Association (GFOA) annual conference (May 19-
22, 2014)
CSDA General Manager Leadership Summit (June 23-24, 2014)
2013-14
3.5 Participate in community groups
and civic organization activities
This is a new goal that was approved by the Board on April 3, 2013. During this
quarter, the District was a sponsor to the City of Costa Mesa’s Mayor Celebration –
The Art of Leadership. In addition, the District was a sponsor to the 2014 Les
Miller Student Award breakfast.
Ongoing
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
4.0 COMMUNITY OUTREACH & COMMUNICATIONS
Objective Strategic Goals Accomplishments
Completion
Timeline
To inform and establish
beneficial relations with the
community
4.1 CMSD 70th Anniversary This is a new goal that was approved by the Board on April 3, 2013. This goal is
complete. Staff is now promoting the 70th Anniversary at special events such as
Concerts in the Park.
2014-15
4.2 CMSD App This is a new goal that was approved by the Board on April 3, 2013.This goal is
complete. Gocmsd app is now available to download on smart phones. There are
approximately 205 users of Gocmsd.
2013-14
4.3 Implementing Voice Broadcasting
Program
This is a new goal that was approved by the Board on April 3, 2013. This goal is
complete. The voice broadcasting was successfully used to notify the public about
town hall meetings in January and February. The District did not use this
technology during the 4th Quarter.
2013-14
4.4 District branding This goal is complete. The District successfully branded the District’s 70th
Anniversary and the District has successfully branded the many different programs
offered in the community. For instance, the District was featured in Newport
Mesa Magazine that has a circulation of 50,000 and the District was featured in
ISDOC’s first e-Newsletter that was disseminated to every special district in Orange
County.
2013-14
4.5 Manage customer
satisfaction survey on the District
website and increase the number
of respondents
This is a new goal that was approved by the Board on April 3, 2013. The survey
has been revised and uploaded on the website. Staff is now trying to increase the
number of respondents by promoting the survey at special events such as Concerts
in the Park.
2013-14
4.6 Submit award applications The following applications have been awarded to the District:
• Good Governance from Special District Leadership Foundation
• Financial Reporting from GFOA
• District of Distinction Reaccreditation from Special District Leadership
Foundation
Ongoing
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
5.0 ADMINISTRATIVE MANAGEMENT
Objective Strategic Goals Accomplishments
Completion
Timeline
To create, maintain and
implement policies and
procedures to ensure sound
management of the District
5.1 Digital imaging of District
records into electronic records
management system
This is a new goal that was approved by the Board on April 3, 2013. This goal is
complete. 2013-14
5.2 Digitally image and import
approved plans into GIS
This is a new goal that was approved by the Board on April 3, 2013. This goal is
complete. Over 3,000 plans have been digitally imaged and imported into GIS. 2013-14
5.3 Stay informed on applicable
federal, state and regional
regulations
In May 20 and 21, 2014 the General Manager and Board members attended
CSDA’s Legislative Days in Sacramento. This day and half conference discussed
proposed legislation and it gave the District an opportunity to meet with
Assemblyman Mansoor and Senator Walters staff, the District’s State
representatives. In addition, the District’s Management Assistant is monitoring
federal regulations on CASA and SWANA websites.
Ongoing
5.4 Maintain Operations Code This is a new goal that was approved by the Board on April 3, 2013. The District
Clerk has successfully updated the Operations Code with recent ordinances that
were approved by the Board. The Operations Code is available on the District’s
website.
Ongoing
5.5 Refine emergency operations
procedures and upgrade
infrastructure
This is a new goal that was approved by the Board on April 3, 2013. Nothing to
report this quarter. 2013-14
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
6.0 PERSONNEL/ORGANIZATIONAL MANAGEMENT
Objective Strategic Goals Accomplishments
Completion
Timeline
To employ and retain a high
quality, motivated workforce 6.1 Perform EOC training
exercises
Staff is currently preparing EOC training exercises for staff and a tour of WEROC’s
EOC for the Board of Directors. The tour will occur in the Fall 2014.
On-going
6.2 Job Description Updates This goal is complete. All District job descriptions have been updated and are now
available on the District’s website. On-going
6.3 Promote a safety culture
within the organization
The District hired Occupational Safety Training Systems (OSTS) to facilitate monthly
safety meetings. In the fourth quarter, OSTS facilitated the following training
sessions for staff:
• Office Ergonomics
• Heat Illness Prevention
• Arc Flashes
• Fire extinguishers
• Traffic Control
• Forklift Certification
• Lock out Block out
• Safety Attitude
In addition, the District established a Safety Committee that meets quarterly to
discuss recent injuries, if any, and the steps to take to prevent the injuries from
occurring again, training, and discussing revising and/or updating current District
safety policies. OSTS facilitates these meetings as well.
On-going
6.4 Complete a comprehensive
salary and health benefit study
This goal was budgeted in FY 2014-15 and will begin later in the fiscal year. 2013-14
6.5 Create a Development Plan n Nothing to report this quarter. 2014-15
6.6 Periodic Organization Chart
evaluation
This goal is complete. A revised organization chart is now available on the
District’s website. On-going
6.7 Promote high employee
satisfaction survey
Nothing to report this quarter. Ongoing
COSTA MESA SANITARY DISTRICT
STRATEGIC PLAN FISCAL YEARS 2010-15
QUARTERLY PROGRESS REPORT 2013-14 (4th QTR)
In-Process
Completed
Ongoing
Not scheduled to begin yet
Delayed
7.0 FINANCE
Objective Strategic Goals Accomplishments
Completion
Timeline
To ensure the short and long
term fiscal health of the
District
7.1 Perform long term solid and
liquid waste rate
In 2013, the District successfully performed a five year rate plan for liquid waste. The
plan was approved by the Board on June 27, 2013. In addition, a long term plan (7
years) for solid waste was presented to the public and the Board for the Organics
Recycling Program.
On-going
7.2 Develop a long term CIP Nothing to report this quarter. 2014-15
7.3 Evaluate the District’s
investment policy Nothing to report this quarter. On-going
7.4 Produce a Comprehensive
Annual Financial Report (CAFR)
A CAFR for year ending June 30, 2013 is complete and was submitted to GFOA for
comments and award consideration. The June 30, 2013 CAFR is available on the
District’s website.
On-going
7.5 Evaluate an appropriate
reserve program for all District
funds and develop an inclusive
reserve policy
Nothing to report this quarter. On-going
7.6 Monitor the asset management
program Nothing to report this quarter On-going
7.7 Create a popular report and
upload document on the District’s
website
A popular report is complete and was submitted to GFOA for comments and award
consideration. After the District receives comments from GFOA, the document will
be uploaded on the District’s website.
2013-14