HomeMy WebLinkAbout2011-10-11 - Personnel-Risk Management Committee Meeting Agenda Packet
Yorba Linda
Water District
AGENDA
YORBA LINDA WATER DISTRICT
PERSONNEL-RISK MANAGEMENT COMMITTEE MEETING
Tuesday, October 11, 2011, 4:00 PM
1717 E Miraloma Ave, Placentia CA 92870
COMMITTEE STAFF
Director Robert R. Kiley, Chair Ken Vecchiarelli, General Manager
Director Michael J. Beverage Gina Knight, Human Resources Manager
1. PUBLIC COMMENTS
Any individual wishing to address the committee is requested to identify themselves and state the matter on
which they wish to comment. If the matter is on this agenda, the committee Chair will recognize the individual for
their comment when the item is considered. No action will be taken on matters not listed on this agenda.
Comments are limited to matters of public interest and matters within the jurisdiction of the Water District.
Comments are limited to five minutes.
2. ACTION CALENDAR
This portion of the agenda is for items where staff presentations and committee discussions are needed prior to
formal committee action.
2.1. Reclassification of Limited-Term Sr. Project Manager position to a regular budgeted
position.
Recommendation: That the Committee recommend the Board of Directors consider
the reclassification of the Limited-term Sr. Project Manager position to a regular full-
time District position.
3. DISCUSSION ITEMS
This portion of the agenda is for matters such as technical presentations, drafts of proposed policies, or similar
items for which staff is seeking the advice and counsel of the Committee members. This portion of the agenda
may also include items for information only.
3.1. Status of Human Resources and Risk Management Activities
3.2. Status of Recruitments and Budgeted Positions
3.3. Status of Committee Specific Strategic Plan Initiatives
3.4. Future Agenda Items and Staff Tasks
4. ADJOURNMENT
4.1. The next meeting of the Personnel-Risk Management Committee will be held November
8, 2011 at 4:00 p.m.
Items Distributed to the Committee Less Than 72 Hours Prior to the Meeting
Pursuant to Government Code section 54957.5, non-exempt public records that relate to open session agenda items
and are distributed to a majority of the Committee less than seventy-two (72) hours prior to the meeting will be available
for public inspection in the lobby of the District's business office located at 1717 E. Miraloma Avenue, Placentia, CA
92870, during regular business hours. When practical, these public records will also be made available on the District's
internet website accessible at http://www.ylwd.com/.
Accommodations for the Disabled
Any person may make a request for a disability-related modification or accommodation needed for that person to be
able to participate in the public meeting by telephoning the Executive Secretary at 714-701-3020, or writing to Yorba
Linda Water District, P.O. Box 309, Yorba Linda, CA 92885-0309. Requests must specify the nature of the disability and
the type of accommodation requested. A telephone number or other contact information should be included so the
District staff may discuss appropriate arrangements. Persons requesting a disability-related accommodation should
make the request with adequate time before the meeting for the District to provide the requested accommodation.
ITEM NO. 2.1
AGENDA REPORT
Meeting Date: October 11, 2011 Budgeted: Yes
To: Personnel-Risk Management
Committee
Funding Source: All Funds
From: Ken Vecchiarelli, General
Manager
Presented By: Steve Conklin, Engineering Dept: Human
Manager Resources/Risk
Management
Reviewed by Legal: No
Prepared By: Gina Knight, HR/Risk Manager CEQA Compliance: N/A
Subject: Reclassification of Limited-Term Sr. Project Manager position to a regular
budgeted position.
SUMMARY:
In August 2009, following Board approval, the position of Senior Project Manager was filled in the
Engineering Department, as a three-year, limited-term position. Mr. Anthony Manzano was hired on
August 17, 2009, and has demonstrated to be a valuable and productive employee since that time.
He is providing critical services and there is an evident need for the long-term for his continuing
services in the Engineering Department. Accordingly, staff is requesting that the position of Senior
Project Manager be reclassified as a regular full-time District position on or before the current
limited term contract expires in August 2012.
STAFF RECOMMENDATION:
That the Committee recommend the Board of Directors consider the reclassification of the Limited-
term Sr. Project Manager position to a regular full-time District position.
DISCUSSION:
During FY 2007/2008, the District experienced great difficulty filling two (2) vacant Sr. Project
Engineer positions. After several unsuccessful recruitments, staff conducted a salary survey for this
position. Results from the survey indicated that the District's salary range was significantly lower
than the median salary for this position. At the September 22, 2008, Personnel-Risk Management
Committee meeting staff presented a proposal to eliminate one of the vacant Sr. Project Engineer
positions and reclassify the second vacant Sr. Project Engineer position to a Sr. Project Manager.
Included in the reclassification was a salary upgrade as well as adding specific requirements to the
job description such as a Bachelor's degree from a four year college/university with major
coursework in civil engineering and possession of a valid certificate of registration as a Professional
Engineer issued by the State of California.
In early March of 2009 the Board of Directors, directed the General Manager to institute a
temporary cessation of recruitments and promotions until the budget process was completed for FY
2009/2010 due to the existing troubled economic climate. However, the General Manager could
request approval of the Board of Directors to fill certain positions deemed necessary and critical to
continue with the operations of the District if a vacancy occurred to an existing filled position.
During a Budget workshop held on June 2, 2009 and comprised of the District's Board of Directors,
General Manager, Assistant General Manager and Department Heads, it was determined by the
Board that all vacant positions would remain unfilled and would not be funded during FY 2009/2010
with the exception of the Sr. Project Manager position, which the Board of Directors agreed to fill as
long as it was established as a limited (three-year) term position.
Another recruitment was conducted for this position resulting in the hiring of Anthony Manzano as
the District's limited-term Sr. Project Manager on August 17, 2009.
Mr. Manzano possesses a Master of Science degree in Civil Engineering, a valid certificate of
registration as a Professional Engineer and has over twenty (20) years of combined experience in
private consulting engineering and public sector engineering. Over the past two (2) years Anthony
has demonstrated to be a valuable and productive employee receiving job performance evaluation
ratings of "exceeding requirements" overall. He is a major asset to the Engineering Department and
to the District.
Immediately after joining the District, Anthony was assigned multiple, challenging projects with
established budgets and scheduled deadlines to meet. The assigned projects include the following:
. Project Manager for the Well Rehabilitation Project for Wells #1, #5, #11 and #12
. Project Manager for the design of the Plumosa Drive Waterline Replacement Project
. Project Manager for the design of the Ohio/Oriente Pipeline Project
. Project Manager for the Drilling of the Well #20 Project
. Project Manager for the Equipping of the Well #20 Project
. Project Manager for the Camino de Bryant Reservoir Mixer Project
. Engineering oversight for the Rehabilitation of Well #15 Sodium Hypochlorite Generation
System
. Project Manager for the 2010 Sewer Master Plan Project
. Oversight for the nearly completed Water System Hydraulic Model conversion to GIS base
. Preparation of bid documents and bid oversight for various small to mid-size Construction
Projects including the on-going Fairmont Reservoir Valve Replacement Project
In addition to the above, in April 2010 Anthony tasked to actively supervise the Planning and Design
sections of the Engineering Department. In this capacity, he directly oversees the job performance
of one (1) Project Engineer and two (2) Engineering Technicians. Anthony is the second-in-
command when the Engineering Manager is away from the office either at meetings or on vacation.
Anthony's services and capabilities go beyond managing projects and his staff. For the Engineering
Department and the District he also:
. Performs administrative contract work by developing specifications, RFPs, bid documents,
agreements, insurance paperwork, etc.
. Assists the Operations Department with preparation of front-end bid documents and
assistance with soliciting bids, all performed internally without outside assistance or
consultants. Examples include the Fairmont Reservoir Valve Replacement Project and the
recently completed Village Center Drive Valve Replacement. For the latter, he worked with the
contractor and our Operations Department field crew to minimize down-time for our
customers.
. Completes other outside tasks including Public Outreach. In this regard, Anthony has talked
with many of our residents regarding design and impending construction, as well as
addressing concerns regarding potential water service disruptions and water quality issues
while handing out door hangers.
. Has worked closely with City of Yorba Linda and School District representatives on a variety
of projects, including the Plumosa Pipeline project nearing completion.
The District's approved Budget for FY 2011/2012, indicates a Capital Improvement Project (CIP)
Budget of $11.8 million for FY 2011/2012, $10.4 million for FY 2012/2013, $7.3 million for FY
2013/2014 and $3.5 million for FY 2014/2015. The Engineering Department would not be able to
continue to complete these budgeted CIP projects without the services of the entire department,
including the services provided by Anthony Manzano.
It should also be noted that Anthony has devoted extensive time and effort to further enhance his
skills and capabilities to the benefit of the District. In the two years he has been on staff, Anthony
has obtained his D-2 certification for Water Distribution from the State of California, and is
progressing to obtain sequentially his D-3, D-4 and D-5 certificates. He is actively working to
complete the last of his courses for the Supervisory Certificate program from ACWA/JPIA. Anthony
is also completing his application for national Board Certification as an Environmental Engineer.
Staff would like for the Personnel-Risk Management Committee to consider the reclassification of
the limited-term Sr. Project Manager position to a regular full-time District position as the current
term expires in August of 2012.
ITEM NO. 3.1
AGENDA REPORT
Meeting Date: October 11, 2011 Budgeted: N/A
To: Personnel-Risk Management
Committee
Funding Source: N/A
From: Ken Vecchiarelli, General
Manager
Presented By: Gina Knight, HR/Risk Manager Dept: Human
Resources/Risk
Management
Reviewed by Legal: N/A
Prepared By: Amelia Cloonan, Personnel CEQA Compliance: N/A
Technician
Subject: Status of Human Resources and Risk Management Activities
SUMMARY:
The attached spreadsheet is updated on a monthly basis and presented to the Personnel-Risk
Management Committee for discussion.
DISCUSSION:
The attached spreadsheet is updated monthly to indicate the status of Human Resources, Risk
Management and Safety activities as well as revisions to the District's policies and procedures, job
related training offered to District employees, processed tort claims and District sponsored employee
events. Items shown in red have been revised or updated since the last report.
On September 28, Peter Kuchinsky of ACWA/JPIA presented two training classes at the District.
Thirteen District employees attended the Confined Space Entry training, and nineteen attended the
Field Ergonomics training. These two classes are part of the Operations Specialty certification
program offered by ACWA/JPIA. Also in conjunction with ACWA/JPIA, on October 3, General
Manager Ken Vecchiarelli presented the Board, General Manager, Finance Orientation portion of the
Professional Development Program to five District employees enrolled in the Supervisory Specialty.
The District's annual Benefits Fair is planned for October 26. Flu shots will be available for
employees/Directors/retirees and their spouses. Benefit providers will be available to meet with
District employees. In addition, vendors of goods and services will attend the fair to promote services
available to employees and their families. Lunch will be available for employees/Directors/
retirees/and service providers.
ATTACHMENTS:
Name: Description: Type:
HR DEPARTMENT ACTIVITY fiscal 2011-2012.doc HR Department Activity 2011/2012 Backup Material
HR DEPARTMENT ACTIVITY
2011/2012
POLICIES AND PROCEDURES ACTIVITY STATUS
Development and Maintenance of Management
Safety Procedures reviewed Draft
policy
Driver Record Review Policy None
Drug and Alcohol Policy LCW Law firm
revising District's
policy
Educational/Certification/License Draft Policy
Reimbursement Policy presented to
Bargaining Unit on
3/14/2011
Employee Performance Evaluation Draft policy will be
Procedure presented to BU
for review and
approval after the
MOU is adopted
by the BOD
Employee's Responsibility for Management
Maintenance of District Vehicles reviewed Draft
policy.
To be presented
to BU for review
and approval after
MOU is adopted
by the BOD
Employee Time-Off Request Policy Draft policy
presented to BU
for review and
approval
3/14/2011
Facilities Use Policy Management
reviewed. General
Manager to review
Draft policy and
add input
Heat Illness Prevention Program Draft policy
prepared. HR
Manager to review
POLICIES AND PROCEDURES CONTINUED
POLICIES ACTIVITY STATUS
Risk Management Admin Policy HR Mgr to review
Draft policy and
comment
Safety Footwear Allowance Draft policy
presented to BU on
3/14/2011
Update Recruitment Procedure HR Mgr to review
procedure and add
input
New Hire Procedure HR Mgr to review
procedure and add
input
Separation/Termination Procedure HR Mgr to review
In process procedure and add
input
TRAINING - ON SITE/OFF SITE
DATE VENDOR CLASS TITLE
07-06-2011 ACWA/JPIA Underground Utility Line Locator Training
scheduled (8 hour training) 14 District
staff and 10 Other Agency staff
attended.
09-15-2011 Liebert Cassidy Two Workshops:
Whitmore The ABC's of Sustaining Discipline &
Costa Mesa Terminating the Employment
Relationship
09-28-2011 ACWA/JPIA Two sessions: Confined Space Entry
and Field Ergonomics. 13 District
employees attended Confined Space
Entry. 19 District employees attended
Field Ergonomics.
10-3-2011 ACWA/JPIA Board, GM, 5 Participants in the ACWA/JPIA
Finance Orientation Professional Development Program
participated in the required Board, GM,
Finance Orientation presented by Ken
Vecchiarelli
10-6-2011 PELRAC (Public PELRA Annual Conference
Employees Labor
Relations Association,
California)
10-19-2011 Liebert Cassidy Two Workshops:
Whitmore Performance Management: Evaluation,
Anaheim Documentation and Discipline &
Difficult Conversations
10-27-2011 PELRAC (Public Understanding CaIPERS Annual
Employees Labor Valuation Report
Relations Association,
California)
11-8-2011 Besst Inc. Seminar: Groundwater Production Well
Performance Diagnostics, Data
Evaluation and Engineered
Reconstruction - with focus on Arsenic,
Uranium, Nitrate case studies (4 ceu
contact hours)
11-16-2011 EAP Workshop Maximizing Your Day
11-22-2011 ACWA/JPIA Defensive Driving
RECRUITMENTS
MONTH POSITION APPLICATIONS
PROCESSED
2011
FEBRUARY Meter Reader 1 287
MARCH Customer Service Supervisor 62
JUNE Maintenance Worker 1 (2 positions) 208
AUGUST Maintenance Distribution Operator II 4
CURRENT RISK MANAGEMENT/TORT CLAIM ACTIVITY
DATE OF ISSUE/ NATURE OF RISK ACTION TAKEN
CLAIM RECD MGMNT RELATED
ISSUE/CLAIM
July 12, 2011 Dump Truck struck by Insurance adjuster
motorist - District not at inspected dump truck
fault 7-18-201. Check
received in the amount
of $6457.62.
August 23, 2011 Claim received by District Signed release and
from Doug Boughter for waiver received
plumbing services. 8/29/2011. Check sent
out 9/8/2011.
September 27, 2011 District truck backed into by
motorist waiting at light.
CURRENT WORKERS COMPENSATION ACTIVITY
DATE OF NATURE OF W.C. STATUS REPORTABLE
INJURY CLAIM INCIDENT
7-12-11 Auto Accident Closed FIRST AID ONLY
7-22-11 Shoulder- Trip & Fall Open YES
DISTRICT EMPLOYEE ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
08-11- Hot tap, horseshoe competition, car Employee Recognition
2011 show and Taco event Committee
12-09- Employee Holiday Event at Yorba Employee Recognition
2011 Linda Country Club Committee
DISTRICT SAFETY AND WELLNESS- ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
07-20-2011 One-hour Employee Assistance Program HR/SAFETY
(EAP) Workshop
07-21-2011 CheckAED's & Log HR/SAFETY
08-24-2011 Check AED's & Log HR/SAFETY
08-23-2011 Request for Proposal sent out for Safety HR/SAFETY
Consultant Services.
9-23-2011 Check AED's & Log HR/SAFETY
10-26-2011 District's annual Benefits Fair HR
Flu Shots available for
employees/spouses, retirees/spouses,
Directors/spouses
11-1 to The Advantage Group (TAG) Kick-off HR
11-3-2011 barbeque and open enrollment at the
District for 125 flex plan and voluntary
insurance programs
01-2012 Health and Wellness Fair HR
HR ACTIVITIES/FUNCTIONS
MONTH ACTIVITY/FUNCTION DEPARTMENT
07-21-2011 Met with Wells Fargo brokers for status on Human Resources
renewals of health insurance and benefits.
09-14-2011 Conference call with Wells Fargo brokers Human Resources
regarding arrangements for presenting a
District Health and Wellness Fair in early
2012.
ITEM NO. 3.2
AGENDA REPORT
Meeting Date: October 11, 2011 Budgeted: Yes
To: Personnel-Risk Management
Committee
Funding Source: All Funds
From: Ken Vecchiarelli, General
Manager
Presented By: Gina Knight, HR/Risk Manager Dept: Human
Resources/Risk
Management
Reviewed by Legal: No
Prepared By: Miguel Serna, Human CEQA Compliance: N/A
Resources Analyst
Subject: Status of Recruitments and Budgeted Positions
SUMMARY:
The attached spreadsheet is updated monthly and presented to the Personnel-Risk Management
Committee
DISCUSSION:
The Budgeted Positions spreadsheet is updated monthly to show the status of the District's current
recruitment activity. The spreadsheet identifies the current fiscal year's budgeted positions as well
as any current vacancies awaiting action. Items identified in red indicate the most recent activity
such as pending employment offers or applications being processed in addition to any revisions or
updates since the last report.
Human Resources staff processed one (1) new hire from the Maintenance Worker I recruitment on
August 29, 2011. The new hire started employment with the District on September 14, 2011. Lastly,
interviews were held on September 22, 2011 to promote an internal Maintenance Worker I
candidate to the Maintenance Distribution Operator 11 classification. Human Resources staff is
working with the Operations Department to finalize the internal promotion.
ATTACHMENTS:
Name: Description: o ype:
Budgeted _Positions _10-5-2011.xlsx Budgeted Positions Backup Material
As of October 5, 2011
FY 2011-2012 Budgeted Positions
Salary Start
Range Position Classification Budget Emp Status/Comments Date
1-11 (Temporary Help) 0 0
12
13
14
15 Customer Service Representative 1 1 1
16 Meter Reader 1 2 1 Vacancy due to employee's resignation on
1 6/21/2011. Vacant position on hold.
17 Accounting Assistant 1 1 1
Customer Service Representative 11 1 1
Engineering Secretary 1 1
Maintenance Worker 1 9 13 Hired new MWI. 09/14/11
Mechanic 1 0 0
Operations Secretary 0 0
18 Meter Reader 11 2 2
19 Customer Service Representative 111 2 2
Operations Assistant 1 1
20 Engineering Technician 1 0 0
Maintenance Distribution Operator 11 8 5 Under filled with (2) Maint. Worker I
positions. Interviews to promote MWI held
on 09122/2011.
Water Quality Technician 1 0 1 Position used to under fill authorized Water
Quality Technician 11 position.
21 Accounting Assistant 11 1 1
Facilities Maintenance 1 1
Mechanic 11 1 1
22 Information Systems Technician 1 1 1
Water Quality Technician 11 1 0 Under filled with (1) WQT 1.
23 Maintenance Distribution Operator 111 4 3 Under fill with one (1) MWI.
Meter Services Lead 1 1
Mechanic 111 1 1
Personnel Technician 1 1
Plant Operator 11 3 3
As of October 5, 2011
FY 2011-2012 Budgeted Positions
Salary Start
Range Position Classification Budget Emp Status/Comments Date
24 Construction Inspector 1 1
Engineering Tech II 2 2
Info Systems Tech II/Programmer 1 1
25 Executive Secretary 1 1
Human Resources Analyst 1 1
Instrumentation Technician 1 1
Sr. Accountant 1 1
26 GIS Administrator 1 1
Project Engineer 2 2
Sr. Construction Inspector 1 1
Sr. Fleet Mechanic 1 1
Sr. Maintenance Distribution Operator 4 4
Sr. Plant Operator 1 1
27 Customer Service Supervisor 1 1
28 Management Analyst 1 1
29 Water Quality Engineer 1 1
30 Public Information Officer 1 1
Water Maintenance Superintendent 1 1
SCADA Administrator 1 1
Information Systems Administrator 1 1
31 Chief Plant Operator 1 1
32
33
34 Sr. Project Manager 1 1
35
36
37 Engineering Manager 1 1
Finance Manager 1 1
Human Resources and Risk Manager 1 1
IT Manager IS Administrator assigned to Acting IT
1 0 Manager.
Operations Manager 1 1
38
39
40
General Manager 1 1
Total 76 74
FY 2011-2012 Authorized Part-Time/Intern Positions
Salary Start
Range Position Classification Budget Emp Status/Comments Date
1-11 Public Information Intern 0.5 0
Governmental Affairs Intern 0.5 0
1 24 GIS Technician 0.5 0.5
Total 1.5 0.5
ITEM NO. 3.3
AGENDA REPORT
Meeting Date: October 11, 2011 Budgeted: Yes
To: Personnel-Risk Management
Committee
Funding Source: All Funds
From: Ken Vecchiarelli, General
Manager
Presented By: Gina Knight, HR/Risk Manager Dept: Human
Resources/Risk
Management
Reviewed by Legal: N/A
Prepared By: Miguel Serna, Human CEQA Compliance: N/A
Resources Analyst
Subject: Status of Committee Specific Strategic Plan Initiatives
SUMMARY:
The attached spreadsheet is updated on a monthly basis and presented to the Personnel-Risk
Management Committee for discussion.
DISCUSSION:
The attached spreadsheet is updated monthly to indicate the status of Human Resources and Risk
Management Department activities in regards to the completion of specific Strategic Plan 2011-
2013 initiatives and goals. The goals, objectives and action steps within this strategic plan were
determined by the mission and vision statements and core values of the District and further
established through the process initiated by the Board of Directors at their Strategic Planning
Workshop on January 20, 2011. Stakeholders participating in this process include all five Board
Members, the Executive Management team and members of the Employee Productivity-Innovation-
Communications (EPIC) Committee, made up of staff representatives with varied levels of
experience and expertise from across all District departments.
Workforce Engagement (WE 1-B): No activity to report.
Workforce Engagement (WE 2-13): Human Resources staff distributed a questionnaire that was
provided to incumbents to determine what competencies, skills, education or certification are
required for the determined key positions. The summary report of collected data was not completed
by the original completion date of September 22, 2011. The summary report will be completed by
October 21, 2011.
Workforce Engagement (WE 2-C): Human Resources Staff also distributed a questionnaire to
employees to determine their future career goals. In addition, the survey also collected information
relative to the current skills and competencies of District staff. The data has been collected. The
summary report of collected data was not completed by the original completion date of September
15, 2011. The summary report will completed by October 14, 2011.
Workforce Engagement (WE 2-D): Draft of career advancement workshops/lectures to aid
employees with their career goals was not completed by August 22, 2011 deadline. Priority was
given to the employee survey. The Draft will be completed in October to meet the December, 2011
deadline.
ATTACHMENTS:
Status Report on Committee Specific Strategic Plan
Strategic Plan Tracking- PRM= 2011-2012.x1sx Backup Material
Initiatives
Strategic Plan Initiatives Status Report
Personnel- Risk Management
Page 1 of
Completion
Oct 2011
Strategies
Start Date
Lead Party
Jul 2011 Progress
Aug 2011 Progress
Sep 2011 Progress
Date
Progress
CP 1: Increase Brand Recognition within the Community
Continue to Support
Regional Training and Multi -
CP 1 -D
Agency Workgroups through
On -going
On -going
General Manager
the Joint Use of the
Administration Building
OE 1: Optimize Use of Existing Technologies
Provide, Support and
OE 1 -C
Encourage Employee
On -going
On -going
Executive Staff
Training
WE 1: Retain a Highly Skilled and Capable Workforce
Maintain Competitive
WE 1 -A
Compensation via
On -going
On -going
HR Manager
Classification and
Compensation Surveys
Received quotes from
Tentative meeting
Census information
various vendors. Did not
scheduled (7 -21 -2011)
will be sent to broker
receive any competitive
NO activity to
WE 1 -13
Explore Alternative Benefits
Jul -11
Jun -12
HR Manager
with Benefits Broker to
on August 5, 2011 (to
rates. The District will
report.
re p
explore alternative
begin marketing) .
not pursue any health or
benefits.
dental benfits changes at
this time.
Establish Career
WE 1 -C
Development Expectations
Jul -11
Dec -11
Executive Staff
of Existing Employees
Develop Methodologies to
Assist Employees in
Executive
WE 1 -D
Jan -12
On -going
Staff /EPIC
Attaining Career
Committee
Expectations
Coordinated with ACWA-
General
JPIA a hands -
WE 1 E
Continue to Support
On -going
On -going
Manager /HR
on /classroom
Additional Training for Staff
Manager
underground utility line
locator workshop for staff
involved in excavation
Execute Timely and
WE 1 -G
Consistent Employee
On -going
On -going
General Manager
Performance Evaluations
WE 2: Develop a Comprehensive Succession Plan
Page 1 of
Strategic Plan Initiatives Status Report
Personnel- Risk Management
Page 2 of
Completion
Oct 2011
Strategies
Start Date
Lead Party
Jul 2011 Progress
Aug 2011 Progress
Sep 2011 Progress
Date
Progress
Staff has collected and
analyzed the demogrpahic
Indentify Key Roles for
General
data of all employees and
WE 2 -A
Jul -11
Sep -11
Manager /HR
determined which
Succession
Manager
positions will be of key
importance as long term
employees begin to retire.
Define the Competencies
General
Questionaire will be
Collecting data from
WE 2 -B
and Motivational Profile
Jul -11
Sep -11
Manager /HR
Develop questionaire and
distributed to District
survey. Summary of data
Ori -gOlrig
Required for Key Roles
Manager
provide to incumbents.
employees August 15,
to be completed by
2011.
September 22, 2011.
Develop questionaire and
Questionaire will be
Collecting data from
Identify Individuals with the
General
provide to employees to
electronically
employee survey.
WE 2 -C
Potential to Perform Highly
Jul -11
Sep -11
Manager /HR
distributed to District
Summary of data to be
On- going.
in Key Roles
Manager
determine future career
employees August 8,
completed by September
goals.
2011.
15, 2011.
Make access to the
Draft of Career
District's tuition
Advancement Workshops
reimbursment program,
Prepare draft of
- lectures was not
Develop Methodologies to
HR
local colleges, ACWA -JPIA
Career Advancement
completed in August,
WE 2 -D
Assist Employees in
Oct -11
Dec -11
Manager /EPIC
Professional Development
Workshops - lectures
priority was given to
On -going
Preparing for Advancement
Committee
Program and Libert
by August 22, 2011
surveys. Draft of Career
Cassity Whitmore
Advancement Workshops
Supervisor trainig more
to be completed in
centralized.
Octoberber.
Page 2 of