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HomeMy WebLinkAbout4.b. Review Benchmarking Study comparing Central San's perforamance since July 1, 2015 to sister agencies in California and agencies nationwide Page 1 of 164 Item 4.b. ,orVIOIN SAN October 22, 2019 TO: ADMINISTRATION COMMITTEE FROM: CHRISTINA GEE, MANAGEMENT ANALYST REVIEWED BY: ANN SASAKI, DEPUTY GENERAL MANAGER ROGER S. BAILEY GENERAL MANAGER SUBJECT: REVIEW BENCHMARKI NG STUDY COMPARI NG CENTRAL SAN'S PERFORMANCE SINCE JULY 1, 2015 TO SISTERAGENCIES IN CALI FORNIAAND AGENCIES NATIONWIDE n the ongoing effort toward continuous improvement, Central San has benchmarked against itself over the past four fiscal years (FYs), as well as against sister agencies statewide (FYs 2015-16, 2016-17, and 2017-18) and nationwide (FYs 2015-16 and 2016-17), in 36 performance indicators in strategic operational areas. Attached is the Benchmarking Study (Attachment 1) detailing the findings. Despite the limitations of drawing direct comparisons and conclusions from the study, the Benchmarking Study serves as guide in developing areas of focus in the Strategic Plan by providing additional measurement tools for operational strength. Michael Cunningham, Assistant Engineer, assisted in the benchmarking effort as his Mentorship Program project with General Manager, Roger Bailey. He will present the performance data on selected indicators. ATTACHMENTS: 1. Benchmarking Study for FYs 2015-16, 2016-17, 2017-18, and 2018-19 2. PowerPoint Presentation October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 77 of 242 I CENTRAL SAN CE STRALANIT RAY DISTRCOSTA ICT Page 2 of 164 BENCHMARKING STUDY FYs 15 - 16 ) 16 - 17 ) 17 - 181 and 18 - 19 �' r Page 3 of 164 TABLE OF CONTENTS EXECUTIVESUMMARY.................................................................................................................................2 INTRODUCTION ............................................................................................................................................4 PERFORMANCE INDICATORS: ORGANIZATIONAL DEVELOPMENT...........................................................13 • Organizational Best Practices • Staffing Levels • Training • Emergency Response Readiness Training • Employee Turnover • Retirement Eligibility • Recordable Incident Rate • Near Misses PERFORMANCE INDICATORS: FINANCIAL STRENGTH...............................................................................33 • Debt Ratio • Return on Assets • Days of Cash on Hand • Debt Service Coverage Ratio • Days of Working Capital • Operating Ratio • Bond Rating • Insurance Average Severity/ Claims PERFORMANCE INDICATORS: CUSTOMER SERVICE..................................................................................51 • Residential Service Charges • Nonresidential Service Charges • Service Affordability • Service Complaints • Customer Service Cost per Account • Stakeholder Outreach Index • Customer Service Contact • Wastewater Service Disruptions PERFORMANCE INDICATORS: PRODUCTIVITY AND PERFORMANCE .......................................................77 • System Inspection • System Renewal and Replacement • Non-capacity and Capacity Sewer Overflow Rates • Collection System Integrity • Treatment Plant Regulatory Compliance • Customer Accounts per Employee October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 79 of 242 Page 4 of 164 • Wastewater Processed per Employee • Operations and Maintenance (O&M) Costs of Wastewater Services • Maintenance • Energy Consumption • Energy Optimization Plan • Nutrient Recovery FYs 17-18 AND 18-19 STANDALONE PERFORMANCE INDICATORS ........................................................121 CONCLUSIONS ..........................................................................................................................................126 APPENDIX: STAFFING LEVELS BY CATEGORY(%OF TOTAL FULL-TIME EQUIVALENTS).........................127 APPENDIX:ACRONYMS........................................................................................................................................146 1 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 80 of 242 Page 5 of 164 Executive Summary EXECUTIVE SUMMARY BACKGROUND Central San has a history of participating in benchmarking surveys such as the American Water Works Association (AWWA) Rate Study and QualServe programs; however, it has not undertaken a study of this scale, which takes a holistic look at its entire operation. Central San recognizes that performance measurement is an essential management tool to use metrics to gauge current performance, understand differences from peers, and set reasonable targets for the future. This study will supplement Central San's commitment to its customers and affordability of service by providing a window into potential performance enhancement opportunities that will save costs and support Central San's culture of continuous improvement, innovation, and optimization. PROJECT OBJECTIVES • Conduct an initial baseline study to compare Central San's performance to itself over four fiscal years (FYs), as well as to the performance of sister agencies statewide and water/wastewater agencies nationwide • Encourage self-evaluation and internal dialogue • Establish a framework to perform benchmarking annually, with consistency in data reporting • Identify opportunities for consideration in strategic planning • Emphasize the importance of systematic continuous improvement • Articulate value proposition for stakeholders, including customers, businesses, and the environment APPROACH To achieve the objectives, the project was executed in three phases with oversight from the General Manager. The implementation methodology of this phased approach is as follows: Phase 1:Determine For AWWA For California(CA) relevant sister agency (nationwide) (statewide) benchmarks comparison comparison Phase 2: Send definitions a Extract nationwide inputki`s forms to data from AWWA Perform quality Follow-up with data � � submitters as internalOF review staff and data Benchmarking checks needed ' CA agencies '0 book Participate in 2018 Produce Present to Share aggregated CA Phase 3: AWWA Utility Benchmarking Study Administration agency data with Share results 'A/A Benchmarking with comparative Committee and participants survey data Board (forthcoming) 2 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 81 of 242 Page 6 of 164 Executive Summary RESULTS/CONCLUSIONS In completing this study, staff found that benchmarking can be an extremely subjective exercise as the definitions provided by AWWA are oftentimes vague and leave much room for interpretation. This leaves both the nationwide data from AWWA and the CA agencies survey data with some amount of uncertainty. The only way to truly have reliable results in benchmarking is for all participating agencies to formally commit to the process and come to an agreement on very clear definitions that are immune to misinterpretation. The study also does not take into account more nuanced operational differences among the participating utilities, so there should not be an expectation that differing agencies will show identical performance. Staff has volunteered to serve on the AWWA Utility Benchmarking Survey Advisory Committee to convey recommendations to improve the measurements on some of the benchmarks, as noted in this report. While there are serious limitations to consider in making strict apples-to-apples comparisons when reviewing this report, overall, this initial benchmarking study could be a useful tool in recognizing strengths and weaknesses and identifying steps to narrow performance gaps, where they exist. The findings can be used to both celebrate successes and recognize opportunities for improvement. Staff will continue to benchmark periodically to continue to have consistent and accurate data gathering both internally and from other CA agencies. Staff will also consider identifying similar collection systems within CA to compare to Central San and finetune the comparisons with the CA agencies surveyed for this report to account for operational differences. Overall, given the limitations described above, it can be difficult to draw conclusions from this initial study. This study is not intended to be an end-all, be-all nor a call to action; it is a checkpoint to see how Central San compares against itself and its peers. Central San will continue its efforts toward meeting its customers' expectations, replacing aging and inefficient equipment, focusing on optimizations and efficiencies, and strategic planning for managerial effectiveness, with the goal of seeing positive trends in performance against itself over the years, as well as seeing favorable comparisons with other agencies. 3 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 82 of 242 Page 7 of 164 Introduction INTRODUCTION PROJECT PURPOSE The primary objective of this study is to view trends in Central San's performance over the past four FYs (15-16, 16-17, 17-18, and 18-19); compare Central San's performance with CA water/wastewater agencies' performance over FYs 15-16, 16-17, and 17-18; and compare Central San's performance with nationwide wastewater-only and combined agencies' performance in FYs 15-16 and 16-17. This study is based upon the AWWA Utility Benchmarking Program, whose purpose is to provide objective performance measures for utility decision makers. For the first time, Central San submitted data toward the AWWA Utility Benchmarking survey, which will be included in the 2019 AWWA Utility Benchmarking book. This is an initial baseline study to encourage self-evaluation and internal dialogue; establish a framework to perform benchmarking annually; identify opportunities for consideration in strategic planning; emphasize systematic continuous improvement; and articulate value proposition for stakeholders, including customers, businesses, and the environment. METHODOLOGY The 2017AWWA Utility Benchmarking """'��'==-"= ""•=="' book (pictured) served as the initial 2018 AWWA Utility framework for this study. Using the 2017 AWWA Utility ='.+ �..��.- .-.. ° ' definitions and performance indicators Beenchmarking r>:.;.,: t�<.�:;.�.;,::•,,.,. PertormanceManagement p "=''' from this book helps ensure a fair for Water a nd Wastewater Mt., !:==— comparison across the three sets of —7- == ': data (Central San, CA agencies, and nationwide agencies). After the 2018 6A # AWWA Utility Benchmarking book (also pictured) was released, the FY 16-17 data was added to include two FYs of comparative nationwide data. To achieve its objectives, the project was executed in three phases with oversight from the General Manager: Phase 1: Determine relevant benchmarks From the AWWA books, staff selected benchmarks which were relevant to Central San and would provide meaningful comparative data. In order to represent a fuller spectrum of Central San's operations, staff opted to add two performance indicators which were not included in the AWWA study and thus do not have AWWA data available: Claims and Nonresidential Service Charges. In total, 36 performance indicators are included in the study, as categorized in the following chart. The list of 36 benchmarks was further refined to 14 for inclusion in the CA 4 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 83 of 242 Page 8 of 164 Introduction agency comparison; thus, only 14 of the 36 performance indicators in the study include CA agencies data. Performance Indicators Included in the Study 14 12 ;n 12 M 10 g g g 8 c 6 0 4 2 0 Organizational Financial Strength Customer Service Productivity and Development Performance Performance Indicator Category Phase 2: Solicit and review data Input forms were created for Central San staff to use to provide the data that would yield the performance figures of each indicator. These forms included the AWWA definitions, to ensure consistency with the AWWA aggregate data. Staff was asked to provide reference material where applicable in addition to their completed forms so the data could be verified if needed. After gathering, calculating, and quality-checking the data, staff met with the individual data submitters to go over the results. At this time, feedback was collected to include in this report. Adjustments were made to some of the reported data to better align Central San with the agencies in the study. For example, in addition to its wastewater (WW) operations, Central San operates a Household Hazardous Waste (HHW) Collection Facility and a robust Recycled Water program, which other agencies presumably do not. Therefore, in answering the data prompts, Central San staff removed the resources dedicated to those programs as best as possible. For the CA agency comparison, Central San requested FYs 15-16, 16-17, and 17-18 data from 10 CA water/WW agencies in fall 2018. Partial to full responses were received from eight agencies. Information gaps were filled as possible depending on online availability. Central San reviewed the data and worked with the agencies as needed to refine or correct their reported data. However, in performing quality checks on the CA agency data, both for data entry errors and use of AWWA methodology, various inconsistencies were found. Some were simply data entry errors (e.g., extra digits or transposed figures), and some resulted from differing applications of AWWA's methodology. While some agencies submitted data based on face-value interpretations, others appear to have included adjustments they believed were appropriate for their entity. This happened because many of the AWWA definitions leave room for interpretation or are inherently flawed (e.g., the AWWA methodology to calculate Debt Service Coverage Ratio does not state whether or not to exclude depreciation). These shortcomings can 5 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 84 of 242 Page 9 of 164 Introduction affect the accuracy of not only the AWWA nationwide data but especially the CA agency data, which was not published through AWWA's Utility Benchmarking subject matter experts. Staff endeavored to source the CA agencies' Comprehensive Annual Financial Reports (CAFRs) online and calculate the financial benchmarks via an independent review, the idea behind this being that one person at Central San would utilize the same interpretation of the AWWA definitions in processing the financial data from each CAFR. It was soon found out that even this was not a flawless method. Despite eliminating obvious errors, this was potentially sacrificing deliberate agency-specific adjustments that were made to the CAFR figures by the responding agencies to best follow the AWWA definitions. Because every agency reports their data differently in financial documents, it was determined that independent data gathering using publicly available documents was not an adequate solution. An example of this was found in the calculation of the Days of Operating Cash on Hand. Many entities report combined cash and investments in their CAFR; however, the AWWA definition requests only "cash and cash equivalents." A more accurate measurement of an entity's financial reserves would be to use cash and investments in this measure, yet, because AWWA did not specifically state that investments should be included, there were inconsistencies in how cash and cash equivalents were reported by different agencies. The only way to have a consistent set of data is for benchmarking to be a long-term endeavor with the full participation of participating agencies. The CA data presented in this report reflects the agencies' submissions, rather than attempts to make substantial efforts to ensure the use of consistent definitions. The only exception is where an agency's data reflects a clear typographical or data input error, in which case the error was corrected. Phase 3: Share results In April 2019, staff submitted Central San's FY 17-18 data to the 2019 AWWA Utility Benchmarking survey for inclusion in the 2019AWWA Utility Benchmarking book. To share the results via this study, staff synthesized the performance figures and aggregated the data into 25t", median, and 75t" percentiles, which are presented in chart form to show the comparisons of Central San over FYs 15-16, 16-17, 17-18, and 18-19; CA agencies over FYs 15- 16, 16-17, and 17-18; and nationwide agencies over FY 15-16 and 16-17. The nationwide agency data is presented in sub-categories of WW Only, Combined, Population 100,001-500,000, and Population >500,000. The charts with the comparative data are included along with definitions, calculation methods, and explanatory notes in this report. Following the presentation of this study to Central San's Administration Committee and Board of Directors, staff will share aggregate statewide results with the participating agencies in the CA study. 6 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 85 of 242 Page 10 of 164 Introduction SURVEY PARTICIPANTS Statewide Comparison Ten CA agencies were surveyed by Central San for their performance in 14 benchmarks. These agencies were selected because they offer similar services, embody industry best practices, and are located in the same state as Central San. The surveyed agencies are characterized as follows: • 6 from Northern CA and 4 from Southern CA • 5 WW only and 5 combined utilities • 4 wholesale agencies (excluded from collection system benchmarks) Average annual treatment flow in million gallons per day (MGD): • Median: 92 MGD • Minimum: 10 MGD • Maximum: 392 MGD Length of collection system pipe: • Median: 1,533 miles • Minimum: 54 miles • Maximum: 3,175 miles Nationwide Comparison A total of 77 combined utilities and 12 WW utilities participated in the 2017 AWWA benchmarking survey. A total of 94 combined utilities and 11 WW utilities participated in the 2018 AWWA benchmarking survey. The number of participants for each of the performance indicators for which AWWA nationwide comparative data exists varies and is noted in the graphs. 7 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 86 of 242 Page 11 of 164 Introduction BENCHMARKS INCLUDED IN THIS STUDY The following chart lists the 36 benchmarks included in this study and whether comparative statewide and/or nationwide data was included. Comparative Data Available Performance Indicator CA Agencies Nationwide Agencies ) (sub-indicators not listed Central San FYs 15-16—18-19 (Central San Survey) (AWWA Survey) 18 FYs 15-16 and 1 Organizational Best Practices x Staffing Levels ✓ ✓ c Training ✓ x V E, Emergency Response Readiness Training ✓ x ✓ c —a°, Employee Turnover ✓ x ✓ O o Retirement Eligibility ✓ x ✓ Recordable Incident Rate* ✓ x FY 16-17 only via AWWA Near Misses* ✓ x FY 16-17 only via AWWA Debt Ratio ✓ ✓ ✓ Return on Assetstw ✓ x ✓ c Days of Cash on Hand ✓ ✓ ✓ a Debt Service Coverage Ratio ✓ ✓ ✓ 'v Days of Working Capital ✓ x ✓ Operating Ratio ✓ x ✓ LL Bond Rating ✓ ✓ ✓ Insurance Average Severity*/Claims ✓ x FY 16-17 only via AWWA Residential Service Charges ✓ ✓ ✓ Nonresidential Service Charges ✓ ✓ x (not included in 2017 or 2018 AWWA Utility Benchmarking books) a, Service Affordability ✓ x ✓ Service Complaints(Customer and Technical Service) ✓ x ✓ Customer Service Cost per Account ✓ x ✓ 0 Stakeholder Outreach Index J x ✓ Customer Service Contact ✓ x ✓ Wastewater Service Disruptions ✓ x ✓ System Inspection ✓ ✓ ✓ System Renewal and Replacement ✓ x ✓ From California Integrated Non-capacity and Capacity Sewer Overflow Rates ✓ Water Quality System E Project(CIWQS) ,° Collection System Integrity ✓ x ✓ a Treatment Plant Regulatory Compliance ✓ ✓ ✓ c Customer Accounts per Employee ✓ J ✓ ca Wastewater Processed per Employee ✓ ✓ ✓ 0&M Costs of Wastewater Services ✓ J ✓ U ' Maintenance ✓ x ✓ 0 a Energy Consumption ✓ ✓ ✓ Energy Optimization Plan ✓ x ✓ Nutrient Recovery ✓ x ✓ ✓=comparative data is available for the performance indicator x =comparative data is not available for the * = new to the 2018 AWWA Utility Benchmarking book performance indicator 8 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 87 of 242 Page 12 of 164 Introduction CONSIDERATIONS IN REVIEWING THE RESULTS In completing this study, Central San found that some of the definitions that provide the foundation for this benchmarking effort could be improved upon, as they are subject to interpretation by each participating utility. The only way to truly have reliable results is for all participating agencies to formally commit to benchmarking and come to an agreement on clear definitions that are immune to misinterpretation. This is an initial study that is not meant to be a basis for action but an informational tool to make an effort to compare Central San's performance to itself and other agencies. AWWA normalized their benchmarks to provide the greatest general applicability to the utilities contributing to the survey, and AWWA itself recognizes that the data collection process can prove challenging as comprehensive utility benchmarking sometimes includes organization- wide measurements. Numerous system-specific factors can influence performance, such as the following variables that may be outside the control of a utility's management: • Treatment plant and collection system size • Geography, topography, environment of service area • Age of infrastructure • Local agency regulations • Source of energy to power the plant • Biological load of influent • Level of WW treatment (nutrient removal, recycled water production) Central San has benchmarked against nationwide data by AWWA sub-categories of WW only, Combined, Population 100,001-500,000, and Population >500,000 utilities. However, there are additional categories of agency types which are not benchmarked separately but should be to account for operational differences. For example, WW enterprises who are part of a larger operation such as a city would be expected to have lower personnel and costs associated with WW treatment since staff are split over multiple agency/city departments. Furthermore, wholesale agencies not operating their own collection system would possibly have lower staffing counts, overflow rates, total 0&M costs, and customer accounts. These five categories of agencies which are not separately benchmarked are as follows: 1) Independent WW enterprise that operates its own collection system (e.g., Central San) 2) Agencies who are part of a city 3) Wholesale WW only agencies 4) Wholesale combined (water and WW) agencies 5) Combined water-WW utilities. Certain economic phenomena may further complicate utility-to-utility comparisons and influence the observed levels of performance, including the following: • Economies of scale (as system size increases, efficiency may improve) 9 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 88 of 242 Page 13 of 164 Introduction • Economies of scope (diversification of services may lead to efficiencies) • Economies of density (as population density increases, unit costs may decrease). Additionally, Central San has characteristics which could affect the ability to compare directly with other agencies statewide: • On-site energy production to power the treatment process (leading to comparatively higher energy consumption usage based on AWWA calculation methodology). • Multiple hearth furnace solids handling, which requires Central San to purchase landfill gas (increasing both costs and energy consumption). Central San, in fact, is the last remaining agency with a furnace in the state of CA. • Operation of its own collection and treatment plant and treatment provided to the cities of Concord and Clayton by contract. Where applicable, Central San's data has been adjusted to provide a comparable data set to other agencies. • Collection of ad valorem taxes. These funds have been included where appropriate. • Operation of an HHW Collection Facility and Residential Recycled Water Fill Station. Related staffing and costs have been removed where possible. To mitigate issues with normalizing the data, AWWA worked with participants to identify and correct questionable information before it became part of the final nationwide data sets, including conducting an analysis of outliers to confirm unusually high or low values. Because all data is self-reported, the validity and accuracy of comparative measures depend on each utility's consistent application of the definitions and accurate data collection. In corroborating the data collected both internally from staff and externally from other agencies, Central San has found that this is an imperfect process. Overall, given the limitations described above, it can be difficult to draw high-confidence-level conclusions from this initial study. Over time, as refinements to definitions are made, entities improve their data validation, and, as a group, the participants work to ensure consistent application of the definitions take place, the reliability of the results will improve. Even with that, however, there are limitations to benchmarking. While benchmarking is a worthwhile exercise to understand the metrics of industry peers, it is a relative comparison that does not consider differences in operations, historical circumstances, or service areas in terms of density, customer types, costs, etc. There should not be an expectation that different agencies will have identical performance. 10 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 89 of 242 Page 14 of 164 Introduction GUIDE TO INTERPRETING THE DATA AS PRESENTED Each performance indicator presented in this report includes the relevant AWWA definitions and the calculation method. Maximum Central San's performance is shown in the form of a bar graph comparing the following: 3r,1 Quartile(75%} • Central San's FY 15-16, 16-17, 17-18, and 18-19 performance Median(50%} • CA agencies' FY 15-16, 16-17, and 17-18 aggregated performance (for some 1"Quartile(25951 benchmarks) 40 • Nationwide FY 15-16 and 16-17 Minimum aggregated performance. The aggregate data is presented within each FY by quartile: 251" Percentile, Median, and 75t" Percentile. This is represented by the figure on the top right of this page. The following page contains a sample of how each performance indicator's results are presented in bar chart form with explanations of the components of the chart. The pictured sample represents a performance indicator with CA agency survey results, though not every performance indicator chart will have CA data included. Charts with CA data are presented separately by FY nationwide data. In these charts, Central San and CA agency performance are the same in the top and bottom charts; the only difference is the nationwide FY data, boxed on the right. 11 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 90 of 242 Below is a sample of how each performance indicator's results are presented in bar chart form. 1 Y. ` Aggregated results from the California age ncie-9 . , « . « . Central San Survey (California) AWWA Survey (Nationwide FY XX-XX data) 35.0 �s.o �� 29 9 c e 25.0 24•2 20.0 19.2 781 19.6 IL 16 16.0 = 15.0 113 14.3 m 13.2 13.4 11.1 11.4 9.9 9.7 10.7 9.6 10.1 in b 10.0 9.1 a 7 3 7.8 w 4.5 5.0 = 5.0 4,2 0.0 I I 4{�NIP6 ` Hyde lie � � �r 01r �� a�c 0e°� c h ;a ry ��c Il 0,I CENTRAL SAN FY 15A 6 FY 16-17 FY 17-10 FY 15-16 FY 15-16 FY 15-16 FY 15-1 c rt CA WW only and combined utilities W1IV only utilities Combined utilities Population Population Q (9 participants) (9 participants) (66 participants) 100,001—500,000 >500.000 (30 participants) (26 participants) r*. data 12 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 91 of 242 Page 16 of 164 Organizational Development PERFORMANCE INDICATORS: ORGANIZATIONAL DEVELOPMENT ORGANIZATIONAL BEST PRACTICES This indicator summarizes how well a utility integrates 13 best practices, which are detailed in the table on the next page, as scored on a scale of 1 to 5 as follows: 1. This practice is not practiced at our utility 2. This practice is implemented, but only occasionally or without uniformity 3. This practice is implemented, but there is room for substantial improvement 4. This practice is largely implemented, but there is room for improvement 5. This practice is fully implemented at our utility The sum total scores of the 13 Management Practices were averaged and reported as a percent of the total possible score of 55 for WW only utilities (including for Central San) and 65 for combined utilities, as follows: T Organizational Best Practices Score = otal Points Awarded in 13 Categories 55 Total Points Possible Central San Data Calculation Method This type of self-assessment is necessarily subjective, so AWWA recommended soliciting a collective view to offer as true an assessment as possible. Thus, for Central San's performance figures, the four Executive Team Members were asked to score Central San in each of the 13 Management Practices.The scores are presented in the following table. The FY 15-16 and 16-17 scores reflect the averages of the four individual scores from the Executive Team members. The FY 17-18 scores were determined by the General Manager and Deputy General Manager utilizing the average scores from the Executive Team. The FY 18-19 scores were agreed upon by the Executive Team members by consensus. 13 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 92 of 242 Page 17 of 164 Organizational Development FY 15-16 FY 16-17 FY 17-18 FY Average Average Scores Scores Management Practice Scores Scores Submitted to AWWA Strategic Planning—a plan is up to date and progress is 4.3 4.4 5 5 tracked and reported to the governing body at least annually. Strategic Plan Implementation—percent of annual goals 5 4.9 5 5 complete, mission/vision/values established. Long-Term Financial Planning—annual projection at least 4.7 4.9 5 5 five years into the future; all funds are considered and includes analysis of the financial environment, revenue and expenditure forecasts, debt position, and affordability analysis; transparent. Risk Management Planning—foresee risks, estimate 3.3 4.1 4 4 impacts, and define responses to issues. Performance Measurement System Integration-data is 3.3 4.3 5 5 collected,tracked, and evaluated and used to plan, organize, coordinate, communicate, and control performance at the strategic, operational, and individual performance levels. Optimized Asset Management Program—program output 3.3 3.9 4 4 meets a required level of service in the most cost-effective manner through the management of assets for present and future customers and driven by ongoing understanding of condition, risk, and asset criticality. Customer Involvement Program—effectively sharing 4.7 4.6 5 5 information that is important to the customer and utility, compels positive behavior, and achieves common goals. Governing Body Relations—both governing bodies and 4 4.6 5 5 staff are clearly acting in the public interest consistent with the requirements of policies and avoiding self- interest. Succession Planning—a plan that increases the availability 3.7 4.4 4 4 of experienced and capable employees that are prepared to assume these roles as they become available. Includes collecting and securing vital institutional knowledge. Continuous Improvement Program Participation—an 3.7 3.5 5 5 ongoing improvement program of processes, products, services, or processes and includes management and staff using a systematic approach to obtaining incremental and breakthrough improvements. Leadership Effectiveness—leadership engagement, ethical 4 4.3 5 5 climate, communication effectiveness, and management system use/effectiveness. of Possible Points(out of 55 points) 80.0% 87.1% 94.5% 94.5% 14 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 93 of 242 Organizational Development ORGANIZATIONAL BEST PRACTICES Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AVIWWA Survey (Nationwide FY 15-16 data) AIAWWA Survey (Nationwide FY 16-17 data) 100.0 94.5 94.5� — 90.0 87.1 I � 86 i 85.5 88.01 33.6 85.5 89.2 89,E 84,8 81.7 CD 30,0 80.0 76 .9 7a' 76.9 76,9 .8 ME 69,2 71.8 70.8 70.a 73,9 70,0 � O CML 6JU 0 .2 !i0,0 9 40,0 30.0 rn 20A 10A 0.0 OLCENTRALSkh FY 15-115 FY 155-16 FY 15-10 FY 15-115 F',' 'i6-17 FY 19-17 FY 18-17 FY 1i3-17 UYVWonly utilities Combined utilities Population Population 'dAIV only utilities Combined utililies Population Population 1`9 participants) (72 participants) 100,001—500,Ot30 >50UDD 01 participants) (83 participants) 107,001—5U0,00d >500,001) (56 participants) (32 participants) (M participants) (43 participants) 15 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 94 of 242 Page 19 of 164 Organizational Development STAFFING LEVELS This is a suite of sub-indicators measuring the number of employees in the utility. In an effort to reduce bias in utility-to-utility comparisons, the AWWA survey instructed to include the hours of contractor work if that work applies directly to necessary utility functions. Central San did not include any contractor work in its full-time equivalent (FTE) calculations. AWWA provides the following definition: • FTE-Allocation of employee time equal to 2,080 hours per year based on 40 hours/week and 52 weeks/year. Part-time, temporary, and seasonal employees are converted to FTEs based on their total number of compensated hours divided by 2,080 hours. Consultants are not included in these estimates, and employee time from engineering and construction of new facilities is also not to be counted. TOTAL FTES Central San Data Calculation Method To follow the AWWA methodology, Central San totaled its FTEs with the following components: • Budgeted District employees—tallied per the Organization Chart • Non-District-employees—calculated by converting temporary employee, student, and intern hours worked per payroll records to FTE equivalents • Less any FTE equivalent time spent on the following: o Recycled Water and HHW, in order to offer a fair comparison to other agencies, assuming most others do not offer such services o Construction of new facilities (Capital Projects and portions of Planning & Development Services staff), per Central San's interpretation of AWWA methodology. CA agency data was derived from 6 agency survey responses and online from 3 agencies. Those 3 agencies' numbers do not remove any time spent on construction of new facilities or temporary part-time, temporary, or seasonal employee hours since they were sourced from the agencies' CAFRs. For reference, the following is a table which shows the difference in the Central San FTE counts following AWWA methodology (rounded to whole numbers) and as shown in the Organizational Chart: FY 15-16 FY 16-17 FY 17-18 FY 18-19 Following AWWA Methodology 264 253 258 260 Comparable to 6 CA agencies who submitted responses in the Central San survey and all agencies in the AWWA nationwide survey As Shown in Organizational Chart 287 291 291 291 Comparable only to 3 CA agencies whose CAFR figures were used. Not represented in the comparison bar chart. 16 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 95 of 242 Page 20 of 164 Organizational Development TOTAL FTES Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) �FAWWA Survey (Nationwide FY 15-16 data) zoo sea 603 600 572 5T8 w 500 493 480 476 W LL `0 400 357 a m 316 LL 300 264 253 253 260 257 275 r 203 201 205 203 216 F 200 167 102 83 713 700 55 ' I I i 0 ydo a,1c �411 h01 a11P 101 ryyl �`aZ dell h, aao 1��o ry4\o �,ac 1h`0 ry�ayo ��O �gl ryyl atao ^yl. ,A �-1 -1� 't �e FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 1 6-16 FY 15-16 FY 16-16 (�.,I CENTRALSAN CA'AM'only and combined utilities 6°AY'only utilities Combined utilities Population Population (10 participants] (0 participants) (72 participants) 100.001-500.000 >50Q,000 (37 participants) (25 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey (Nationwide FY 16-17 data) aoo 709 T00 N 600 572 578 603 w v 500 483 481 476 0 438 x w 400 w 298 287 1 300 — 257 203 201 205 210 2005 157 700 96 9fi 50 59 0 & 1& '14'r0 a`°c 1`''0 ry`'1 a� 1�l `', arc �°',o ti°'to aac 1410 ry''�0 �+`°c 1`'1 ry`', a`aP 14� FY 15-16 FY 16-17 FY 17-19 FY 16-17 FY 16-17 FY 16-17 FY 16-17 (�.,I CENTRALSAN CA WAI only and combined utilities WW only utilities Combined utilities Population Population (11 participants) (36 participants` 100,001-500,000 >500,000 10 participants] (47 participants) (30 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on the number of FTEs. For example,wholesale utilities may not include FTEs of other agencies that maintain the collection system which feeds their treatment plant,and WW enterprises that operate as part of a larger agency may be undercounting the centralized administrative staff of the larger agency. 17 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 96 of 242 Page 21 of 164 Organizational Development FTEs — O&M FTEs — MANAGEMENT, ENGINEERING, CUSTOMER SERVICE, OTHER The next sub-indicators break out the total FTEs into categories of O&M and Management, Engineering, Customer Service, Other. These indicators are expressed as a percentage of the employees in those job classifications out of the total number of FTEs (the above indicator), as follows: FTEs (percentage of total FTEs) _ Number of FTEs in given category Total number of FTEs While this benchmark is expressed as a percentage, below are the number of FTEs in this category, provided as a reference: Central San #of FTEs in O&M FY 15-16 FY 16-17 FY 17-18 FY 18-19 136.0 134.7 136.3 136.7 Central San #of FTEs in Management, Engineering, Customer Service, Other FY 15-16 FY 16-17 FY 17-18 FY 18-19 127.7 118.2 121.4 123.0 Further data on staffing levels, including the percentages of total FTEs of employees dedicated to each subcategory, can be found in the Appendix: Staffing Levels by Category (% of Total FTEs) section. Central San Data Calculation Method/Commentary It should be noted that the definitions and categories for the staffing categories are somewhat ambiguously written; that is, they are subject to interpretation which could lead to inconsistent conclusions utility to utility. For example, it is unclear whether a Manager who works in WW collection or treatment (which fall under the AWWA "O&M" category) should be counted in 0&M or the other category, which includes "Management" in its title. Central San counted those Managers as partially (fraction of an FTE) "O&M" and partially "Management, Engineering, Customer Service, Other." 18 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 97 of 242 Organizational Development The chart below shows the percentage of FTEs dedicated to O&M, as opposed to the other category of Management, Engineering, Customer Service, Other. FTEs — O&M Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey(Nationwide FY 16-16 data) AYWMlA Survey (Nationwide FY 16-17 data) 80.0 — 74.9� 70.0 71.6 70.9 69.Q 68.2 60.8 60.9 59.5 64,1 62-8 — 60.0 54.5 0.9 'S8.1 �a9.2 54.i 59.8 �a0.9 64.4 51.6 53.3 52.9 52.63.1 51.9 49.8 g 50.0 47A 44.9 06 40.0 C uj 30.0 — `- 20.0 10.0 0.111 1 C�N71L41$AN FY 15-16 FY 15 16 FY 15-16 FY 15-16 FY 16-17 FY 1Er17 FY 1Er17 FY iB 17 VVW only utilities Combined utilities Population Population VVW only utilities Combined utilities Population Population (9 participants) (72 participants) 100,001—500,000 >5D0,000 (11 participants) (85 participants) 100,001—50.000 >500,)00 (36 participants) (25 participants) (33 participants) 425 participants} 19 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 98 of 242 Organizational Development The chart below compares the percentage of FTEs dedicated to Management, Engineering, Customer Service, Other, as opposed to the other category of 0&M: FTEs — MANAGEMENT, ENGINEERING, CUSTOMER SERVICE, OTHER Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AVWYA Survey(Nationwide FY'15-'16 data) AW A Survey (Nationwide FY 16-17 data) 60.0 53.0 50.2 49.9 50.0 48.4 46.7 47.1 47.4 4$.9 49.9 .0 45.9 45.9 45.4 W 40.0 9.2 39.0 4Q,3 , 39.8 8.01.9 40,5 40.5 38.2 42,4 32.6 E 30.0 29.1 28.9 25.0 25,3 � L 20.0 � a c Lj 10.0 u_ I L 0.0 Ick Zsi CENrRaLSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 1 ir17 FY 1 C-17 FY 15-17 A'A only utilities Combined-.utilities Population Population WN only utilities Combined utilities Population Population (9 participants;, 1,72 participants) 100,001 —500,000 }500.000 (11 participants} (86 participants) 100,331 —5-Do,o0o >500 Y-'IY (35 participants) (25 participants) (33 participants) i25 participarts;- 20 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 99 of 242 Page 24 of 164 Organizational Development TRAINING This indicator measures the amount of training that employees receive, expressed as the annual number of training hours per FTE, as follows: hr Training ( ) employee Total training hr completed by all employees during the reporting period Total number of FTEs AWWA provides the following definitions: • Training— meets at least one of the following descriptions: o A professionally developed program or session with a fixed agenda that is offered on- or off-site during compensated working hours o The classroom and study portions of a formal apprenticeship program completed during compensated work hours o A compensated training or related educational program, including an apprenticeship program, completed by an employee during nonwork hours. An apprenticeship program is a formal program designed to prepare an individual for journeyman status in any of several job categories. • Training includes technical training, certification training, apprenticeship training, employee skill and development training, attendance at professional seminars and conferences, and college classes during the reporting period. Training is not limited to events for which continuing education credits are awarded. Training does not include initial on-the-job training for new hires and promotions. • Total training time includes all hours spent at the event from opening to closing, including all scheduled breaks. Travel time to and from the event and associated travel planning are not included. The trainer's time is not to be included in estimates of total training time. Central San Data Calculation Method Central San did not track this data in FY 15-16. In the absence of a comprehensive learning management system, FY 16-17 and 17-18 data may be incomplete (e.g., may not include Plant Operations training hours or training hours completed by Administration Department staff). Generally, the reported hours include technical training, certification training, skill and development training, attendance at professional seminars and conference, Safety Tailgates, and Human Resources (HR) Brown Bags. They do not include college classes. Central San is in the process of procuring a centralized system which will provide more accurate training data in the future. Because adjustments were not made to exclude training hours completed by HHW, Recycled Water, Capital Projects, or construction of new facilities staff, the total number of FTEs used was the budgeted FTE count per the Organization Chart, not the number of FTEs reported in the Staffing Levels performance indicator using AWWA methodology. 21 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 100 of 242 Organizational Development TRAINING Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Surrey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 45.0 40.0 38.6 35.0 34-2 a 3U.0 28.7 28,0 u. 2 .0 24.5 24.0 24,6 Q 7 22.7 22. 2 20.0 L C 1 a.0 12A 13.6 10.0 9.6 9.4 g g 8.2 9.2 B.5 5.5 6.5 6,5 0.2 Q.Q fQ 1 {� Qko alo k1 0 al" �} p tit" t+ pa tiS' P, IV I=' � •4 ry5 � rt� y<7 � Ali ,bs $�� A � •tip �� $� "4;j 'X� �� 'l� •y�? ia�� '�� l CENTRAL N fV 15-16 F1 15-i6 FY 15-16 FY 15-1 B FY 1 17 FY 16-17 FY 16r17 ='(10-17 WW-only utilities Combined utilities Population population ;&W only utilities Gombined utilities Population Population (9 participants) (49 participants) 100,OU1—500,000 n509,000 (19 participants) (47 participanls) 100,001—500,900 >500,900 (24 participants) 09 participants] (26 participants} (20 participants) 22 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 101 of 242 Page 26 of 164 Organizational Development EMERGENCY RESPONSE READINESS TRAINING This indicator measures the amount of emergency response training, including safety training, received by all employees, calculated as follows: hr Emergency response readiness training ( ) employee Total emergency response readiness training hours completed _ by all employees during the reporting period Total number of FTEs AWWA provides the following definition: • Emergency response readiness training - includes formal training by all employees for emergencies as defined by a utility's emergency response plan(s), including safety training. Central San Data Calculation Method For Central San, the hours reported exclude preventive classes (e.g., the hours include fire extinguisher training but not fire prevention) and represent trainings conducted by both the Risk Management and Safety divisions. Because adjustments were not made to exclude emergency response readiness training hours completed by HHW, Recycled Water, Capital Projects, or construction of new facilities staff, the total number of FTEs used was the budgeted FTE count per the Organization Chart, not the number of FTEs reported in the Staffing Levels performance indicator using AWWA methodology. 23 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 102 of 242 Organizational Development EMERGENCY RESPONSE READINESS TRAINING Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) A WA Survey(Nationwide FY 16-17 data) 8.0 7.0 = 7.0 F yr -- 6.0 5.6 d � c 5.1 , n 5.0 PF o�i CL 4.4 E 4.0 31 3,6 o C- 3.1 a 3.0 N i W i}V 2.4 1.8 1.8 1.8 1.51 1.G 2.1 I 1.8 2,1 m 1.3 1.4 0.7 0.8 0.7 0.7 0.5 w I 0.3 1 1 0.2 1 0_1 1 0.0 4b N, , hlb �,$ p alo � �p Aq\0 ku l c � 1a �{yl �` N { I CENTRAL34N FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 Wow only utilities Combined utilities Population Population WW only utilities Combined utilities Population Population (8 participants) (44 participants) 100,GD1—500,000 >500,000 (7 participants) (43 participants) 1i10,001—540,4D4 >500,000 (20 participants) (,15participants) (20 participants) (18participants) 24 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 103 of 242 Page 28 of 164 Organizational Development EMPLOYEE TURNOVER This indicator quantifies annual employee departures per year normalized by the utility's workforce, expressed as the number of regular employees who voluntary leave, retire, or are let go as a percentage of total FTEs, calculated as follows: Employee turnover (% of total employees) Number of regular employee departures during the reporting period Total number of FTEs AWWA provides the following definitions: • Regular employee-those who worked more than 1,000 hours during the reporting period. Include contractor work if it applies directly to necessary utility functions in an effort to reduce bias in utility-to-utility comparisons. • Regular employee departures - includes employees who leave voluntarily, retire, or are let go during the reporting period. Regular employees are those who worked more than 1,000 hours during the reporting period. This benchmark prompts respondents to include retirements in employee departures. Below are the turnover rates including and excluding retirements, provided as a reference: Central San Turnover Rates FY 15-16 FY 16-17 FY 17-18 FY 18-19 Including Retirements 5.5% 6.2% 4.5% 5.5% (comparable data for benchmarking) Excluding Retirements 1.5% 1.7% 1.1% 2.8% (provided as a reference) Central San Data Calculation Method Because adjustments were not made to exclude departing employees from HHW, Recycled Water, Capital Projects, or construction of new facilities, the total number of FTEs used was the number of budgeted employees, not the number of FTEs reported in the Staffing Levels performance indicator using AWWA methodology. This also provides more alignment with how Central San has reported this figure in the past. 25 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 104 of 242 Organizational Development EMPLOYEE TURNOVER Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 16.0 1 14.0 4.0 12.0 i iA 11,3 9.7 10.5 10.3 14.1 10.2 m 10.0 - 9,1 8.5 S.0 7.6 7.9 6 6.5 6.4 6.5 6.5 C 6.0 '5. 5.5 5-7 4.5 3.6 3.9 3.9 3.8 4.7 3.9 4-.0 � 2.0 0.0 ^ ha, �fi � � ��. �`�� � l � fi � 06�� � 0`3�� o Z�4,CENTRAL$AN FY 15-16 FY 15-15 FY 15-16 FY 15-16 FY 1fi-17 FY 16-17 FY 16-17 FY 16-17 Monly utilities Combined utilities Population Population Monty utilities Combined utilities Population Population {9 participants) (53 participants) 10l},001-500.000 >500.000 (11 participants) (59 participants) 1K,0•D1-500.'~K ,EOC:0.00 (30 participants) (16 participants} {34 participants; {2-0 participanta 26 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 105 of 242 Page 30 of 164 Organizational Development RETIREMENT ELIGIBILITY This indicator measures the number of regular employees eligible for retirement normalized by the utility's workforce, expressed as a percent and calculated as follows: Retirement eligibility (% of total employees) Number of regular employees eligible for retirement in the next five years Total number of FTEs AWWA provides the following definitions: • Retirement eligibility—based on known eligibility from age and employment history according to a utility's retirement program and policies. An individual's eligibility to receive employer contributions is determined by whether he or she has satisfied the age and service requirements, and both early and regular retirement are to be included. • Regular employees—those who worked more than 1,000 hours during the reporting period. Include contractor work if it applies directly to necessary utility functions in an effort to reduce bias in utility-to-utility comparisons. Central San Data Calculation Method For Central San, the number of employees eligible for retirement in the next five years includes the employees who meet the following parameters: • Age 55 with 10 years of service ("55/10") (for FY 17-18, this means by June 30, 2023) • Age 62 with 10 years of service ("62/10") for Public Employees' Pension Reform Act (PEPRA) employees whose formula hit 2% (for FY 17-18, this means by June 30, 2023). This percent is the age factor in the following equation used to calculate retirement benefits: Final Average Salary X Years of Service X Age Factor. Because adjustments were not made to exclude employees eligible for retirement in HHW, Recycled Water, Capital Projects, or construction of new facilities, the total number of FTEs used was the budgeted FTE count per the Organization Chart, not the number of FTEs reported in the Staffing Levels performance indicator using AWWA methodology. This provides a more accurate representation of Central San's workforce. 27 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 106 of 242 Organizational Development RETIREMENT ELIGIBILITY Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 18-16 data) AWWA Survey(Nationwide FY 16-17 data) 45.0 41.8 43.0 35.0 33.1 31-6 30.9 30.9 31.5 31.0 3D,0 30.1E 24.5 25.9 24'.5 a�25.0 22,5 W 21,4 = 20.0 19JD 18.7 I&S 17.6 m 16.1 16.0 14.4 10.5 1'1.7 11.5 10.5 tr 10.0 8.2 9.4 5.5 5.0 0.0 400 D +b �SR D � 495� 3P µ4 q4, , D +b _�y{W 6 D {� ,q 5m m T' ^.1- Ali AS Alb ^�M GENTRALSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 L_ WW only utilities Combined utilities Populalion Population WW only ulilities Combined ulilities Population Population (S participants) C53 participants) 100,001-500,000 �'500,000 (10 participants) (56 participants) 100.001-50i).U00 �,50U,000 (29 participants) (17 participants) (34 participants) {19 participants) 28 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 107 of 242 Page 32 of 164 Organizational Development RECORDABLE INCIDENT RATE This indicator identifies the number of recordable incidents of injury or illness for a utility, which can be useful to help determine potential problem areas and processes for preventing work-related injuries and illnesses. This was a new addition to the 2018 AWWA Utility Benchmarking book; thus, only FY 16-17 data is available from AWWA for comparison. This rate is calculated as follows: Recordable Incident Rate = Number of recordable injuries and illnesses X 200,000 Employee hours worked The Occupational Safety and Health Administration (OSHA) provides the following definition: • Recordable incidents—work-related and resulting in death, loss of consciousness, days away from work, restricted work activity or job transfer medical treatment (beyond first aid), and significant work-related injuries or illnesses that are diagnosed by a physician or other licensed health care professional. Central San's number of recordable injuries and illnesses are as follows, provided as reference: FY 15- 20 11 11 7 Central San Data Calculation Method No adjustments were made to remove recordable injuries and illnesses or employee hours worked by employees in HHW, Recycled Water, Capital Projects, and construction of new facilities. The total number of FTEs used was the budgeted FTE count per the Organization Chart, not the number of FTEs reported in the Staffing Levels performance indicator using AWWA methodology. 29 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 108 of 242 Page 33 of 164 Organizational Development RECORDABLE INCIDENT RATE Central San vs. Nationwide (FY15-16 Data) - Unavailable FY 15-16 data nationwide data is unavailable as this indicator was a new addition to the 2018 AWWA Utility eenchmarking book. Central San vs. Nationwide (FY 16-17 Data) AWWA Survey (Nationwide FY 16-17 data) 16.0 1 14.0 3.8 m rs 12.0 10.0 16.0 10.0 a 8.6 = 8.0 7.6 m 6.0 5.7 5.6 5.6 5.4 5.5 5.6 5.5 0 4.2 4.5 4.0 _ 3.8 2.0 0.0 ryel FY 16-17 FY 16-17 FY 16-17 FY 16-17 _*i.I CENTR4LSAN WW only utilities Combined utilities Population PCpulation (3 participants) {9 participantsy 100,001—500,000 >500.000 N+':4 only WW only [4 participants] [5 participants] 30 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 109 of 242 Page 34 of 164 Organizational Development NEAR MISSES This indicator, along with Recordable Incident Rate, is a proactive means for utilities to anticipate, respond to, and avoid problems at the utility. This indicator also aligns with the Effective Utility Management (EUM) attribute on Enterprise Resiliency and provides an opportunity to identify, assess, and establish tolerance levels to effectively manage business risks and system reliability goals. This was a new addition to the 2018 AWWA Utility Benchmarking book; thus, only FY 16-17 data is available from AWWA for comparison. AWWA provides the following definition: • Near miss—an unsafe situation or condition where no personal injury was sustained and no property was damaged, but where, given a slight shift in time or position, injury and/or damage could have occurred. Central San Data Calculation Method No adjustments were made to remove near misses reported by employees in HHW, Recycled Water, Capital Projects, and construction of new facilities. The reported number of near misses for Central San is the number of near miss reports filed. This indicator was a new addition to the 2018 AWWA Utility Benchmarking book; thus, only FY 16-17 nationwide AWWA data is available for comparison in the chart on the following page. 31 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 110 of 242 Page 35 of 164 Organizational Development NEAR MISSES Central San vs. Nationwide (FY15-16 Data) - Unavailable FY 15-16 data nationwide data is unavailable as this indicator was a new addition to the 2018 AWWA Utility Benchmarking book. Central San vs. Nationwide (FY 16-17 Data) AWWA Survey (Nationwide FY 16-17 data) 2o-.6 7 8.0 1 S.0 76.0 14.0 m 12.0 N 10.0 n z 6.0 6.0 6.0 4.0 3.5 3.5 2.0 2.0 2.0 1.0 1.0 I 1A I 10 1.0 0.0 0.0 a.o u_3 , , I M 0.0 o.o 11^6 ^6�1 a1^� ��^� ay ��`q0 -\ rye', ��`,I` 191, 14, �gap0 �y�la ryy��a �ga�Qc 11h1, F, �, Fy k't /' O CENTRAL SAN FY 16-17 FY 16-17 FY 16-17 FY 16-17 M only utilities Combined utilities Population Population (5 participants) {22 participants) 100,001—500,000 >500,000 AV"only M onh (14 participants) {6 participants) 32 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 111 of 242 Page 36 of 164 Financial Strength PERFORMANCE INDICATORS: FINANCIAL STRENGTH DEBT RATIO This indicator quantifies a utility's level of indebtedness and is a measure of the extent to which assets are financed through borrowing. The higher the debt ratio, the more dependent the utility is on debt financing. Debt ratio is expressed as a percentage, calculated as follows: Total liabilities Debt ratio (%) = Total assets AWWA provides the following definitions: • Total liabilities—the entire obligations of the utility under law or equity, categorized as such on a utility's financial statement. In essence, this is the aggregate of all debts owed to others and includes outstanding bonds, outstanding long- and short-term debt, payments owed to others, accounts payable, and deposits collected from customers. • Total assets—the entire resources of the utility, both tangible and intangible, as categorized on a financial statement. This includes the total value of properties and claims against others that are owned by the utility as expressed at original cost unless otherwise indicated and can also include accounts receivable, cash, inventories, service delivery facilities (less depreciation), cost of easements, cost of water rights, and all other items of value owned by the utility. Central San Data Calculation Method Central San considers the AWWA definition of total liabilities to be a broader measure than is typical when calculating Debt Ratio. For example, it includes items such as Accounts Payable and Accrued Employee Liabilities. In calculating total liabilities for Central San for this study, Deferred Inflows of Resources was excluded. In calculating total assets for Central San, Accumulated Depreciation was included and Deferred Outflows of Resources was excluded. Central San's FY 18-19 reported performance is based upon pre-audited figures. The Net Pension Liability and Net Other Post-Employment Benefits (OPEB) Liability amounts have not been updated for FY 18-19 since the actuarial report was not received at the time this study was published. The FY 17-18 amounts were used in the total liabilities calculation. CA Agency Data Independent Review Findings Central San found the data reported by the participating agencies to be generally consistent with the figures available online via each agency's CAFR. This is to be expected for this indicator, as the data points of total liabilities and total assets are fairly straightforward. Major differences in the results between agencies can be attributed to the age of their infrastructure (and whether it was fully depreciated), where the agency was in their infrastructure's replacement cycle, and the agency's reliance on debt financing. 33 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 112 of 242 Page 37 of 164 Financial Strength DEBT RATIO Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey (California) AWWA Survey(Nationwide FY 15-16 data) 70 66 63 60 1 56 55 54 57 50 52 P 48 50 4� 0 39 40 37 35 38 32 34 31 n 30 28 22 22 20 19 16 20 20 10 0 h�� �ti1 1•� m�° tihl° �rti°o �yl° 2`��° �+�ar 1h� 1'�� ati�o 1y°I° 41 ado 1`� tiy� a��o �y°I ryh� aac 1y1 tiy1° a�°o �yl Z FY 15-16 FY 16-17 FY 17-10 FY 15-16 FY 15-16 FY 15-16 FY 15-15 �i,l CENtIYALSAN CA NIL",+only and combined utilities VNI only utilities Combined utilities Population Population {10 participants) (9 participants) (35 participants) 100.001—500.000 >50o,0oo (21 participants) (12 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) 70 Central San Survey [California] AWWA Survey(Nationwide FY 16-17 data) 64 60 50 52 54 55 53 50 46 44 43 45 39 0 40 37 35 37 35 s 32 32 28 30 25 0 20 19 18 20 20 21 21 10 D 16 tied° A ��ac 1h� I& atao 1 ryg� �0 1 Ilk& ago 1 1011 a�ac 1h1 tiy1° a�Qc �yl <1 bra Z^ <k �¢ ell eq'¢ le ea Z_I CENtRALSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA 1,W only and combined utilities ;"JN'only utilities Combined utilities Population Population {10 participants) (11 participants) (47 participants) 100.001—500.000 >500,000 (28 participants) (19 participants) 34 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 113 of 242 Financial Strength RETURN ON ASSETS This indicator is an estimate of a utility's financial effectiveness and is calculated as follows: Net income Return on assets (%) = Total assets AWWA provides the following definitions: • Net income—all revenues and gains minus expenses for the reporting period; it is titled as such on a utility's financial statement. Central San Data Calculation Method Central San does not have a line item on its Statement of Revenues, Expenses, and Changes in Net Position called "net income," so Change in Net Position was used in its place. This figure is Operating Income/Loss, less matters such as taxes and interest, with additional line items such as contributions towards capital costs. Including monies received for capital replenishment best follows the AWWA definition and allows consistency as depreciation is included as an operating expense. For total assets, the same definition and calculation method was used as in the preceding performance indicator for Debt Ratio, where Depreciation was included and Deferred Outflows of Resources was excluded. Central San's FY 18-19 reported performance is based upon pre-audited figures. The Pension Expense Adjustment and OPEB Expense Adjustment have not been updated for FY 18-19 since the actuarial report was not received at the time this study was published. The FY 17-18 amounts were used in the net income calculation. 35 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 114 of 242 Financial Strength RETURN ON ASSETS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey(Nationwide FY 16-16 data) AWWA Survey(Nationwide FY 16-17 data) 7.0 6.0 �.s 010 4,6 4.2 �0 � 3.4 a 3.2 0 3.4 2-s E 2 2,3 2.3 2.o z� zo 1.6 1. 13 1.0 0.9 1.0 10 I I 0.5 I OI CENTRALSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 15-17 IFY 16-17 FY 15-17 FY 1&-17 V4 only utilities Combined utilities Population Population VM only utilities Combined utilities Population Population (9 participants) (39 participants) 100,001 —500,000 �,500,000 (11 participants) {47 participants} 1r30,001—H0,000 >500,090 (21 participants) (13 participants) (28 participants} (20 participants} 36 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 115 of 242 Page 40 of 164 Financial Strength DAYS OF CASH ON HAND This indicator quantifies the number of days of available cash on hand as a measure of financial liquidity. Days of cash on hand was directly reported by all participating utilities in the AWWA study over the FY as reported directly from the utility's CAFR, annual information statement, or calculated as follows: Days of cash on hand (days) (Undesignated cash &cash equivalents) _ (Operating expenses excluding depreciation) 365days Central San Data Calculation Method Central San has included two sets of data: 1) abiding by the strict definition of cash and cash equivalents and not including investments and 2) including investments. The FY 18-19 reported performance is based upon pre-audited figures. The Pension Expense Adjustment and OPEB Expense Adjustment have not been updated for FY 18-19 since the actuarial report was not received at the time this study was published. The FY 17-18 amounts were used in the operating expense calculation. Commentary It should be noted that AWWA does not specifically state whether to include treasuries and investments in undesignated cash and cash equivalents. It is Central San's opinion that the definition of this figure should be clarified and clearly state to include these, since they represent funds that can be drawn as cash if needed. CA Agency Data Independent Review Findings Central San found the data reported by the participating agencies to be sometimes inconsistent with the figures available online via each agency's CAFR. This is likely attributable to the AWWA definition, which excludes "investments" from the numerator of the formula, despite many agencies' practice of maintaining substantial short-term investments in lieu of cash. Additionally, it is not clear whether all agencies are defining cash equivalents in the same manner. These factors contribute to significant variances seen across agencies on this metric. In its review of CA agency data by comparing the agencies' submissions with their CAFR figures, Central San found that many agencies did include investments, which is consistent with Central San's reporting method, but at least one participating agency in its CA agency survey did not count their Local Agency Investment Fund monies as cash equivalents. It can thusly be concluded that these figures do not represent an apples-to-apples comparison. 37 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 116 of 242 Page 41 of 164 Financial Strength DAYS OF CASH ON HAND Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 900 - 823 800 7}8 700 a 626 01 623 c = 600 515 517 500 461 446 w 432 ci 400 346 373 378 384 326 y 300 23 24 200 1 19 }59 185 172 183 175 214 295 281 100 I I I 122 I I 0 ■excl.investments 9� incl.investments FY 15-16 FY 16-17 FY 17-19 FY 15-16 FY 15-16 FY 15-16 FY 15-16 ,el,el(:I CENTRALSAN CA WW only and combined utilities WW only utilities Combined utilities Population Population (10 participants) (9 participants) (27 participants) 100,001-500,000 >500,000 (17 participants) {10 participants} Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 800 718 700 --657 626 631 597 a 600 b 515 517 = 474 c 500 446 in 400 348 373 378 386 ti 295 341 326 314 o �300 23 2 1 195 191 181 200 15 138 100 0 I 1 I ^ R °j rygl� �c �hAo l �l�ryy �c �g1 k� �c ^�� Wac �yl ryy �k"Y ■excl.investments FY 75-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-77 FY 16-17 incl.investments only and combined utilities WW only utilities Combined utilities Population Population �''�F_CENTRALSAN CAVVW (10 participants) (11 participants) (34 participants) 100,001-500,000 >500,000 (26 participants) {13 participants] 38 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 117 of 242 Page 42 of 164 Financial Strength DEBT SERVICE COVERAGE RATIO Also known as debt coverage ratio, this indicator is the ratio of net operating income to total debt service. It is the amount of cash flow available to meet interest, principal, and sinking fund payments. The ratio is calculated as follows: Total operating revenue — Total 0&M costs Debt service coverage ratio = Total debt service AWWA provides the following definitions: • Total operating revenue— revenue derived directly from sales plus other regular income sources related to the normal business operations of the utility. • Total O&M costs—costs for salaries, direct benefits, and all costs necessary to support utility services. These include pumping costs associated with treatment and distribution or collection, as well as supporting functions, such as any related portion of centralized HR services, call center, health, safety, etc. • Total debt service—the annual sum of principal and interest payments as required by short- and long-term obligations. Central San Data Calculation Method Central San's FY 18-19 reported performance is based upon pre-audited figures. Total operating revenue for Central San includes City of Concord and ad valorem revenues. Total O&M costs include Unfunded Actuarial Accrued Liability (UAAL) costs. No adjustments were made to exclude Recycled Water or HHW costs, as they would not materially affect the outcome of the ratio. To align with how Central San typically reports its Debt Service Coverage Ratio, Central San adjusted the formula provided by AWWA and added non-operating revenue to the numerator, as follows: Debt service coverage ratio (Central San Methodology) Total operating revenue — Total Operations and Maintenance costs (excluding depreciation) _ +non— operating revenue Total debt service Commentary The AWWA definition does not state whether to include depreciation in the total O&M costs. It is Central San's opinion that it should, in order to produce consistent data among the participating agencies. CA Agency Data Independent Review Findings Central San found the data reported by the participating agencies to be sometimes inconsistent with the figures available online via each agency's CAFR. Moreover, total debt service (principal and interest) is calculated differently per each agency's bond covenants. Recent bond refinancing can also distort the principal payments and produce an inaccurate picture of a 39 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 118 of 242 Page 43 of 164 Financial Strength utility's overall debt service. In the end, each agency relies on debt differently, and the reported results of this indicator do not necessarily speak to an agency's financial health or ability to meet debt service obligations. DEBT SERVICE COVERAGE RATIO Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 9 8 8 7.75 .06 e7 6.72 6.08 m6 7 5 d-4 S 3.07 rn 3 2.33 2.56 2.25 2.27 2 1.81 1.85 1.34 1.85 1.39 1.45 1,51 1.34 0.77 0.78 0.75 .3 0.70 1 � 1 0■2 0■5 9, 1 I I I o- - Fy��^�y^�^�4^q��y�$^� hd,.�`�c 1�. ryhd,�¢aac 15�� ry��^�¢aac 1� ��•�¢a.,ac 15`0 ry��=�¢aac 1g� ,y��•�0aao 1gM ry��.�6aac �gd,. Z"V,: CENTRALSAN FY 15-16 FY 16-17 FY 17-16 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA NMI`only and combined utilities WN only utilities Combined utilities Population Population (10 participants) (9 participants) (39 participants) 100,001-500,000 >500,000 (22 participants) (13 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 9 e.Ds 8 7.75 7 6.72 6.38 K m6 e a 5 tl d4 y 3 3.20 -07 w 3 2.33 2.46 2.64 210 2.13 0 2 181 1.65 1.51 0.77 0.78 I 1 0.32 0.35 0.52 D 01 0.02 0.03 0.28 0.53 0 ■ ■ ■ �d1h^FJ^�^Fy11.k 4%' e�®a`�c 01 IGII ea�c 1 a�c gal' 1 ;11 aap 1g11 01 a�p 1411 1�;11 /- gl CENTRALSAN FY 15-15 FY 16-17 FY 17-19 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA WW only and combined utilities NM'only utilities Combined utilities Population Population (.10 participants) (10 participants) (30 participants) 100.001-500.000 >500,000 (19 participants) (15 participants) * Because Central San has so little debt, its debt service coverage ratio is expected to be significantly higher than others'.Over time,as debt is issued,Central San's ratio will become closer to the benchmarking peer data. 40 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 119 of 242 Page 44 of 164 Financial Strength DAYS OF WORKING CAPITAL This indicator refers to how many days it takes for a company to convert its working capital into revenue, which measures how efficiently a company is functioning. It is calculated as shown below: Days of working capital _ (Current unrestricted assets — current liabilities) [(Operating expenses excluding depreciation/365 days a year)] Central San Data Calculation Method Central San's FY 18-19 reported performance is based upon pre-audited figures. The Pension Expense Adjustment and OPEB Expense Adjustment have not been updated for FY 18-19 since the actuarial report was not received at the time this study was published. The FY 17-18 amounts were used in the current liabilities calculation. 41 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 120 of 242 Financial Strength DAYS OF WORKING CAPITAL Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AVMA Survey (Nationwide FY 16-17 data) 1200 1.071 1,412 1000 — a 738 e 576 616 o 600 521 517 412 428 433 478 455 463 400 305 316 G 203 173 1H 234 200 121 69 1 128 152 92 CUE109 148 U l!r $ X,N1b �tio, 040 � 4 g�a , . � Ali IVA 4 � � oho �� � � � � ,fi ;a ,,r'[r',1�C.ENTRAL 5AN FY 15-16 FY 15-15 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 WW only utilities Combined utilities Population Population VV W only utilities Combined utilities Population Population (8 participants) (26 participants) 100,001—500,000 >500,004 (10 parkipants) M participards) 100.001—500,000 '500,000 (13 parkipants) (12 participants) (24 participants) (14 participants) 42 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 121 of 242 Page 46 of 164 Financial Strength OPERATING RATIO This indicator is a utility's operating expenses divided by operating revenue or net sales, taking into account expansion or debt repayment. It is reported as a percentage and calculated as follows: Total 0&M costs Operating ratio (%) = Total operating revenue Central San Data Calculation Method Central San's FY 18-19 reported performance is based upon pre-audited figures. Recycled Water and HHW costs were excluded from total 0&M costs, and City of Concord and ad valorem revenues were included in total operating revenue. In Central San's CAFR, Operating Revenue includes City of Concord revenues for 0&M, but not capital revenues, and excludes capacity fees. To calculate the reported operating ratio, Central San calculated its Operating Ratio as it would traditionally, which captures the fullest measure of costs and revenues: Operating ratio (%) (Central San Methodology) Total 0&M costs Total operating revenues + Non Operating Revenues + Capital Contributions Inputs FY 15-16 FY 16-17 FY 17-18 FY 18-19 Total O&M (exclusiveofdepreciation) $87,572,548 $88,119,374 $78,572,632 $74,907,487 Total Operating Revenue+ Non Operating Revenues $157,997,802 $145,568,368 $134,531,374 $127,755,866 (including Ad valorem taxes,permit fees)+ Capital Contributions Reported Operating Ratio 55% 61% 58% 59% Performing the simplest calculation following AWWA's methodology using the CAFR as another agency would use their CAFR yields the ratios in the below table, provided as a reference: Inputs FY 15-16 FY 16-17 FY 17-18 FY 18-19 Total O&M (inclusive of depreciation) $97,792,517 $101,464,785 $109,681,078 $108,551,901 Total Operating Revenue $87,734,536 $88,625,441 $92,496,435 $85,678,165 Operating Ratio Following o 0 0 0 AWWA's Methodology 111/ 114/ 119/ 127/ Commentary/CA Agency Data Independent Review Findings Central San found the data reported by the participating agencies to be sometimes inconsistent with the figures available online via each agency's CAFR. This is partly attributable to AWWA's silence on whether to include depreciation in total O&M costs. Additionally, total operating revenue can vary from utility to utility. Each agency has different revenue sources that they 43 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 122 of 242 Page 47 of 164 Financial Strength allocate in some cases subjectively to support various service offerings. How they classify those funds and the purposes for which they are used are different and can render the ability to make apples-to-apples comparisons difficult. OPERATING RATIO Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) FAWWA Survey(Nationwide FY 15-16 data) 100 — 90 83 SO 70 _ 67 fi8 c 61 53 59 60 62 59 60 55 54 55 50 51 50 52 48 48 d1 47 50 44 40 ii 36 r O 30 20 10 II . . � ^ � ^ �kv N� ^,� ��9 y9k���mc .1�i° ryh°�° a.Pc A to 011N A e � ° ry��`$6 A ry�l'gasc �ydw 0'3° �[.',1 CENTRRL SAN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA VM only and combined utilities WW only utilities Combined utilities Population Population 00 participants] [7 participants) 15p participants) 100:001—500,000 >500,000 [23 participants'. [13 participants'. Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) FAWMSurvey (Nationwide FY 16-17 data) 100 90 83 66 86 I 8D 72 a° 70 62 fi5 68 61 o fi7 59 59I 6058 60 55 54 50 151 50 53 48 47 47 50 43 41 e 4D 0 30 10 1 20 Ell 1 ZgPCENTRALSAN FY 15-16 FY 16-17 FY 17-13 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA WW only and combined utilities WW only utilities Combined utilities Population Population J10 participants) (71 padicipantsj i58 participants) 100:001—500,000 >500,000 [30 participants; (27 participants) 44 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 123 of 242 Page 48 of 164 Financial Strength BOND RATING This indicator is a grade that indicates a utility's creditworthiness as assigned by one or more of the nationally recognized statistical rating organizations (NRSOs) such as Standard & Poor's (S&P), Moody's, and Fitch. These independent entities provide evaluations of a bond issuer's financial strength based on its ability to pay a bond's principal and interest in a timely fashion, and such ratings are viewed as an overall indicator of a utility's financial health and ability to finance needed capital investments. AWWA categorized various bond ratings from the three rating services as Prime, High Grade, Upper Medium Grade, and Low Medium Grade, as follows: Bond Rating Rating category Moody's S&P Fitch Aa a AAA AAA Prime Aa1 AA+ AA+ High grade Aa2 AA AA Aa3 AA- AA- Al A+ A+ Upper medium grade A2 A A A3 B A- Baa 12 3 BBB +/- B+/- Lower medium grade Central San has received a consistent AAA rating (Prime) from S&P and an Aa1 rating (High Grade) from Moody's for the last four FYs and has not applied for or received any ratings from Fitch. The following graphs show where Central San lies in the benchmarking comparison among CA agencies surveyed by Central San, presented in groups of each rating service, and the aggregate nationwide data from the AWWA survey for FYs 15-16 and 16-17. The AWWA data is presented as one graph per FY, which only indicates the Rating Category and not indicating the rating services. 45 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 124 of 242 Page 49 of 164 Financial Strength BOND RATINGS FROM S&P Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) 7 s s s s 5 y4 °3 u 2 2 2 2 1 1 1 7 0 . . 0 0 0 Prime High Grade Upper Medium Grade Low Medium Grade Rating Category I CENTRALSM •I=Y 15-16 ■FY 16-17 FY 17-18 (9 participants (9 pafinparts, (9 participants, Prime for FYs 15-16, not incl.Central San) not ind.Central San) not incl.Central San) 16-17,and 17-18 BOND RATINGS FROM MOODY'S Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) 9 S 8 T 7 7 6 N a 4 3 2 1 1 0 0 0 ■ 0 0 0 0 0 0 Prime High Grade Upper Medium Grade Low Medium Grade Rating Category ■FY 15-16 ■FY 16-17 FY 17-13 (7 participants, (8 participants, (8 participants, not incl.Central San) not ind.Central San) not ind.Central San) Z.4'L CEHTaar Snr+ Grade for FYs 15-16, 16-17,and 17-18 46 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 125 of 242 Page 50 of 164 Financial Strength BOND RATINGS FROM ALL RATING SERVICES Central San vs. Nationwide (FY 15-16 Data) 45 40 40 36 35 30 N N 25 0 20 18 17 15 13 12 10 7 7 6 5 2 3 0 0 0 0 0 0 VWV Only Utility Combined Utility Population 100,001-500,000 Population>500,000 FY 15-16 FY 15-16 FY 15-15 FY 15-16 (9 participants, (65 participants, (55 participants, (32 participants, not ind.Central San) not incl.Central San) not incl.Central San] not incl.Central San] Prime High Grade Upper Medium Grade Low Medium Grade AV -�� ICENTRALSAN ZOO_CENTRAL SAN Prime(S&P)for High Grade(Moody's)for FYs 15-16,16-17,17-18,arrd 18-19 FYs 15-16,16-17,17-18,and 18-19 BOND RATINGS FROM ALL RATING SERVICES Central San vs. Nationwide (FY 16-17 Data) 45 42 40 40 35 30 27 N W 25 2 19 0 15 13 12 10 9 5 4 4 1 0 0 1 1 1 0 n ,o WW Only Utility Combined Utility Population 100,001500,000 Population>500,000 FY 16-17 FY 16-17 FY 16-17 FY 16-17 (10 participants. (66 participants, (55 participants; (43 participants. not incl.Central San) not incl.Central San) not incl.Central San] not incl.Central San] Prime High Grade Upper Medium Grade Low Medium Grade CFN rRAL Sr:N Z(i I CENTRAL SAN Prime(S&P)for High Grade[Moody's)for FYs 15-16,16-17,17-18,and 18-19 FYs 15-16,16-17,17-18,and 18-19 47 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 126 of 242 Page 51 of 164 Financial Strength INSURANCE AVERAGE SEVERITY This suite of insurance performance indicators is designed by AWWA to examine the number, type, and severity of insurance claims to understand insurance coverage strength and vulnerability. This indicator also aligns with the EUM attribute on Enterprise Resiliency and can be used to anticipate and avoid operational challenges. The insurance-related measures, along with other measures, can help utilities to plan for and maintain business continuity. In determining total number of claims, AWWA instructed to include tort claims (claims that have been filed against the utility) and exclude tort notices (notice to the utility of intent to file a claim). This indicator was a new addition to the 2018 AWWA Utility Benchmarking book; thus, only FY 16-17 nationwide AWWA data is available for comparison. The sub-indicators are calculated as follows; however, the only sub-indicator with aggregate data reported in the AWWA book is Severity per Claim. NUMBER OF INSURANCE CLAIMS Number of insurance claims 200,000 x (Number of general liability and auto insurance claims) Total hours worked by all employees SEVERITY OF INSURANCE CLAIMS Severity of insurance claims 200,000 x (Total dollar amount of general liablity and auto insurance claims) Total hours worked by all employees SEVERITY PER CLAIM $ Reported severity Average severity ( ) _ claim Reported number of claims Central San Data Calculation Method For FYs 15-16— FY 18-19, Central San had zero insurance claims to report as defined by AWWA as there were none reported to the insurance carrier. 48 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 127 of 242 Page 52 of 164 Financial Strength SEVERITY PER CLAIM Central San vs. Nationwide (FY 15-16 Data)—Unavailable FY 15-16 data nationwide data is unavailable as this indicator was a new addition to the 2018 AWWA Utility eenchmarking book. Central San vs. Nationwide (FY 16-17 Data) AWWA Survey (Nationwide FY 16-17 data) 12,000 10.344 70,000 E R 9,000 6.541 6.580 v 6,000 `m n 4,000 2,553 2,260 w 2,000 L 58 1. 3 1,903 1,377 r 1 1 , 10 0 0 D O NA NA NA 0 tit �w a s o 1= l 0 1° 1 �a 14' 'L' �eaa 1g '�E' �ga�Q 1 le f 1I_CENTRALSAN FY 15-17 FY 16-17 FY 15-15 FY 16-16 WW only utilities Combined utilities Population Population (5 participants) (26 participants) 101,001-500,000 >500,000 (14 participants) (7 participants) 49 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 128 of 242 Page 53 of 164 Financial Strength CLAIMS (NOT INCLUDED IN AWWA UTILITY BENCHMARKING SURVEY) Because Central San has zero insurance claims to report as defined by AWWA, provided for reference below is the historical trend of Central San's total number of claims from third parties both denied and processed, including overflows, professional liability, plumbing reimbursements, general liability, and auto liability. These were self-insured losses that are not considered "claims" by insurance industry standards. Claims FY 15-16 FY 16-17 FY 17-18 FY 18-19 Paid 24 20 10 17 Denied 1 2 2 5 Tendered or Subrogated 0 1 4 0 Total 25 23 16 22 Central San Data 30 25 0 1 1 U 2 2U 3 in r 15 L3 d 24 2 10 20 17 5 10 0 me lb 1' ' F,h� Paid Denied Tendered or Subrogated ,er44110ENTRAL SAN rumn Commentary To better capture the data intended to be captured, it is Central San's opinion that AWWA should collect information on all insurance claims, including self-insured losses not reported to the insurance carrier. This would better reflect costs to the utility from claims than the AWWA methodology above, which only captures the cost of claims reported to the insurance carrier. 50 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 129 of 242 Page 54 of 164 Customer Service PERFORMANCE INDICATORS: CUSTOMER SERVICE RESIDENTIAL SERVICE CHARGES AVERAGE RESIDENTIAL WW BILL AMOUNT FOR ONE MONTH OF SERVICE This sub-indicator allows utilities to compare their residential charges for WW services based on an average residential bill. Below is a table showing how Central San's residential rates compare to other agencies in the Bay Area, provided for reference: San Francisco PUC Berkeley(EBMUD for treatment) Santa Rosa Rodeo Sanitary District Benicia Petaluma Richmond Crockett Sanitary Department , Oakland(EBMUD for treatment) San Leandro(EBMUD for treatment) Napa Sanitation District Average of Agencies Surveyed Livermore Brentwood West County Wastewater District Novato Sanitary District Central San(FY 19-20) Pittsburg(Delta Diablo for treatment) , Sunnyvale Concord(CCCSD for treatment) Mt View Sanitary District Vallejo Sanitation and Flood Control Central San(FY 18-19) Antioch(Delta Diablo for treatment) Bay Point(Delta Diablo for treatment) , Stege SD(EBMUD for treatment) Pleasanton(DSRSD for treatment) Fairfield-Suisun Sewer District San Jose Dublin San Ramon Services District Union Sanitary District Castro Valley Sanitary District Hayward Oro Loma Sanitary District $0 $200 $400 $600 $800 $1,000 $1,200 $1,400 $1,600 $1,800 51 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 130 of 242 Page 55 of 164 Customer Service Central San Data Calculation Method To calculate this for Central San, the annual Sewer Service Charge (SSC) rate was divided by 12 to yield a monthly average. Ad valorem taxes collected were not included in the reported bill amount because Central San did not benchmark against agencies that specifically collect ad valorem and may use those funds to offset rates. AVERAGE RESIDENTIAL WW BILL AMOUNT FOR ONE MONTH OF SERVICE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 60.00 w 50.27 51.27 50.00 d1.92 44'17 47.25 d4.2U 45.64 45.10 43.26 ¢ 39.25 33.47 40.80 - 3967 40.00 m� I 36.66 3402 3d93 m m R 29.66 30.79 30.77 27.64 29.62 29.21 _ 27.38 27.22`0 30.00 26.66 _0 c� m o f 20.00 �O m 10.00 d } a 0.00 h^6 041 'l^, ^oi g� ��ac 'Igalo tih'0ao 15r0 ry`'�. a° 1yr0 0�. :a° 1y�0 Na' gay,�o 1y� tiy�0 a°o A`'�. ry"'�. a°o �`'`. Z': I CENTRALSAN FY 15-16 FY 1G-17 FY 17-18 FY 15-115 FY 15-16 FY 15-16 FY 15-16 NMI only utilities Combined utilities Population population CA NM!only and combined utilities (9 participants) {(1 participants) 100,001-500,000 >500,000 (7 participants) (36 participarrts) (25 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) 50.00 5 ia}Central San Survey(Californ AWWA Survey(Nationwide FY 16-17 data) 47.2 o 41.17 44.20 43.21 43,10 43.53 44.59 45.00 41.92 40.80 o 39.25 39.47 38.58 m 40.00 I 36.74 35.00 34.24 32.87 29.6fi 29.62 29.2130.79 30.63 27.59 m 30.00 27.64 25.80 26.89 `0 25.00 mL o 20.00 v_ m 1500 O 10.00 d 5.00 1g,Y, '�� ti, 1�•• `dy ��, ��d{ ryoe �apc �o- _Aw"10I CENTRALSAN FY 15-16 FY iG-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 N,1A1 only utilities Combined utilities Population population CAVAW only and combined utilities [10 participants) (83 participants) 100:001-500.000 >500.000 (7 participants) (58 participants) (29 participants) * Central San's reported bill amount does not include ad valorem taxes collected.The CA agency data makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could all have an impact on rates. 52 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 131 of 242 Page 56 of 164 Customer Service NONRESIDENTIAL SERVICE CHARGES- AVERAGE NONRESIDENTIAL WW BILL AMOUNT FOR ONE MONTH OF SERVICE (NOT INCLUDED IN AWWA UTILITY BENCHMARKING SURVEY) The AWWA survey did not include an indicator for nonresidential service charges, so Central San has benchmarked against itself and CA agencies. Below is a chart showing how Central San's nonresidential rates compare to other agencies in the Bay Area, provided for reference: (*)Santa Rosa (*)San Francisco PUC Napa Sanitation District Stege SD(EBMUD for treatment) Petaluma (*) Rodeo Sanitary District West County Wastewater District Mt View Sanitary District (*)Benicia (*)Brentwood (*)Richmond Central San(FY 19-20) Average of Agencies Surveyed Bay Point(Delta Diablo for treatment) Concord (*)Union Sanitary District Havward Central San(FY 18-19) Oakland(EBMUD for treatment) Fairfield-Suisun Sewer District Sunnyvale (*)Livermore Pleasanton(DSRSD for treatment) Pittsburg(Delta Diablo for treatment) Antioch(Delta Diablo for treatment) San Jose San Leandro � ] Oro Loma Sanitary District Dublin San Ramon Services District Berkeley(EBMUD for treatment) Vallejo Sanitation and Flood Control 2 Castro Valley Sanitary District2 (*)Crockett Sanitary Department �4 $ $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000$10,000 *FY 19-20 rate 53 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 132 of 242 Page 57 of 164 Customer Service Central San Data Calculation Method The reported amounts for Central San are the average charges, derived from the tax roll, for all non-residential customers. Ad valorem taxes collected were not included in the reported bill amount. This is because Central San did not benchmark against agencies that specifically collect ad valorem and may use those funds to offset rates. AVERAGE NONRESIDENTIAL WW BILL AMOUNT FOR ONE MONTH OF SERVICE Central San vs. Nationwide (FY 15-16 and FY 16-17 Data)—Unavailable AWWA Nationwide Data unavailable as this indicator was not included in AWWA's Utility eenchmarking book. Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) Central San Survey(California) saa.aa m c01i 500,00 47656 476.64 it W 418.48 418.97 436.68 446.35 449.07 A c 400.00 C L W C w 300.00 261.61 272.51 287.03 a `c 01 o � Z 200.00 111.65 118.79 132.62 0 100.00 ' a o.00 I CENTRAL SAN FY 15-16 FY 16-17 FY 17-18 CA NM+only and combined utilities {5 participants• * Central San's reported bill amount does not include ad valorem taxes collected.The CA agency data information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could all have an impact on rates. 54 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 133 of 242 Page 58 of 164 Customer Service SERVICE AFFORDABILITY This indicator measures the affordability of WW services as a percentage of local median household income (MHI) and is calculated as follows: Service affordability (% of MHI) Average residential monthly wastewater bill x 12 Real median annual household income Central San Data Calculation Method To calculate this for Central San, the real median annual household income used was the weighted average of annual household incomes of the cities in the service area, including Concord and Clayton, according to the 2012-2016 American Community Survey (census) for Contra Costa County. Central San is presenting two sets of data: 1) including ad valorem taxes collected in the bill amount and 2) excluding ad valorem taxes. It is important to note that Central San did not benchmark against agencies that specifically collect ad valorem and may use those funds to offset rates. This survey also does not make a distinction between agencies that provide dual services (combined utilities), are retail agencies, or are agencies that are part of a larger operation. These differences could all have an impact on rates. 55 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 134 of 242 Customer Service SERVICE AFFORDABILITY Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15.16 data) AWWA Survey (Nationwide FY 16-17 data) 1.2 .12 1.09 1.05 1 0.94 0.96 0.96 0.99 0.92 0.96 0.92 0.$3 0.84 0.84 0.82 _ 0.& 0.79 0.7$ 0.75 0.69 i0 0 6a 0.61 `p 0.6 ho- 0.56 — 0.55 4.57 Q 56 0.52 0,5 Q 0. as 0.4 m 0.2 I I �o4a `2�' 4y°�° 4y°�° `big yy°�° yy°\° ,bN '\° uy'�° ,, to �r h 1 ,ycAN� a4 Ali �yl ���<' 1411 1161� ti�C' 41 excl.ad valorem taxes FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 incl.ad valorem taxes WIN only utilities Combined utilities Population Population ti/y'IN only utilities Combined utilities Population Population (8 participants) (65 participants) 100,001—500,000 >500,000 (10 participants) (75 participants) 100,001 —500,000 >500.000 (4�1_CENTRAL SAN (32 participants) (23 participants)-le 01 participants) (27 participants) "This information makes no distinction between agencies that are wholesale or retail agencies or are agencies that are part of a larger operation.These differences could all have an impact on rates. 56 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 135 of 242 Page 60 of 164 Customer Service SERVICE COMPLAINTS This suite of indicators provides the complaint frequency, expressed as the number of complaints per 1,000 customer accounts. Two types of complaints are described by AWWA: 1) customer service (people related) and 2) technical (product related), and only those complaints which are related to utility business and are logged, whether acted on or not, are to be counted. AWWA provides the following definition: • Complaint—an expression of dissatisfaction conveyed to a utility employee acting in his or her official capacity. A complaint is a request for action, whereas an inquiry is a request for information. Complaints may be communicated orally or in writing. CUSTOMER SERVICE COMPLAINTS The customer service complaint frequency sub-indicator is expressed as the number of complaints per 1,000 customer accounts, calculated as follows: Customer service complaints / 1,000 accounts _ Total number of customer service complaints x 1,000 Number of residential accounts + Number of nonresidential accounts AWWA provides the following definition: • Customer service complaint—refers to relationship factors, such as personal appearance, courteousness, helpfulness, professionalism, responsiveness, adherence to traffic laws while driving a vehicle, and timeliness. This also includes issues with customer support services, such as billing, rate setting, and communication. Central San Data Calculation Method To calculate this for Central San, various customer-facing divisions were asked to submit data. The number of accounts used does not include Concord and Clayton accounts. The Rates & Fees and Environmental Compliance work groups were contacted, but neither tracks complaints. The respondent work groups at Central San included the following: • Risk Management, who track driving-related complaints • Permit Counter, who track complaints via customer satisfaction surveys (but not prior to March 2016) • Collection System Operations (CSO), who perform service requests resulting from customer service complaints (not tracked prior to FY 17-18) • Front Desk (not tracked prior to FY 17-18) • Secretary of the District, who track Proposition 218 protests to rate-setting (FY 15-16 and 16-17 only since Central San did not issue a Proposition 218 notice in FY 17-18). 57 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 136 of 242 Customer Service CUSTOMER SERVICE COMPLAINTS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 1.2 1.0 � � 7 0.9 0.9 C ° 0.8 0.3 00 0-7 O1 �_ 0.6 0.6 } i 0•6 CL 4.3 0.5 m 0.4 OA 0.4 g 0.4 o 0.3 0.3 0.3 0.2 0.2 0.2 � £? 0.2 0.1 0.1 0.1 0.1 0.1 O ' 0..3 ' 0 ' 0 0 0 ' hfi "A ti� ti� eQ% �'345e 4345e �{4 ��a �'7axa C, .%. .%. �ly axa ��a l�C' 4�a �A, �,4+ �`}cxa ��a �{' �A- r'}4%. �(r IV �1ICENTRALSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-1' WW only utilities Combined utilities Population Population WW only utilities Gombined utilities Population Population (7 participants) (14 parlicipanls) 100,401—500,004 >500,000 (5 participants) (S participants) >500 000 (5 participants) (7 parlicipards) 'I:a ziviaantsi (6 participants 1 58 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 137 of 242 Page 62 of 164 Customer Service TECHNICAL SERVICE COMPLAINTS The technical service complaint frequency sub-indicator is expressed as the number of complaints per 1,000 customer accounts, calculated as follows: Technical service complaints / 1,000 accounts Total number of technical service complaints x 1,000 Number of residential accounts + Number of nonresidential accounts AWWA provides the following definition: • Technical service complaint—directly related to core services of the utility. This includes complaints associated with odor, sewage backups and overflows, disruptions of service, disruptions of traffic, and facilities upkeep. Central San Data Calculation Method To calculate this for Central San, various customer-facing divisions were asked to submit data. The number of accounts used does not include Concord and Clayton accounts. The internal respondent divisions included the following: • Communication Services, who receive construction project complaints • CSO, who perform service requests in response to complaints and track odor complaints related to the collection system (not tracked prior to FY 17-18) • Plant Operations, for odor complaints related to the Plant. 59 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 138 of 242 Customer Service TECHNICAL SERVICE COMPLAINTS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 24 - 18.4 18 c 3 16 I 15�4 4 0 14 0 o I I 11.8 V o 12 — ? I 10 car 14 9.7 wCL 8 I 6 6 7.1 I 7.2 �a C 6.2 .� 6 o I 4.3 I 4.5 4.7 3.3 4 4 I 2.6 3 I 2.3 2.1 2.2 1.0 1.5 1.1 2 °_3 0.5 0.111M ■ ■ I I ■ 0.5 I I I 1.0 10 a � NCO Nt � ^ror � �1 F ���g h° ala �� �� fi �a ��okalac� �6 �� c�o ° av�� \4 ���a1� .�CENTRALSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 WW only utilities Combined utilities Population Population WW only utilities Combined utilities Population Population (6 participants) (25 participants) 100,001—500,040 s500,00fl (7 participants) (25 participants) 100,001—500.000 >500.000 (11 participants) (9 participants) (16 participants) (9 parti;._pants) 60 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 139 of 242 Page 64 of 164 Customer Service CUSTOMER SERVICE COST PER ACCOUNT This indicator measures the amount of resources a utility applies to its customer service program over the course of a year, expressed as the cost of managing a single customer account for one year, calculated as follows: Customer service cost per account (annual $ / account) Total annual customer service costs Number of residential accounts + Number of nonresidential accounts AWWA provides the following definition: • Customerservice costs—all direct salaries, employee benefits, and direct costs, including contracts that are associated with providing the following services to customers, plus a proportional share of total utility indirect costs, for the following services: bill preparation and delivery; payment receipt and processing; records maintenance; receipt, investigation, and resolution of complaints; and preparation and provision of outreach and education materials, including the Consumer Confidence Report. Central San Data Calculation Method To calculate this for Central San, various divisions who perform the tasks delineated by the AWWA definition were asked to submit data. The number of accounts used does not include Concord and Clayton accounts. The respondents included the following: • CSO, for costs of fulfilling service requests (not tracked prior to FY 17-18) • Communication Services, for costs of producing the Pipeline customer newsletter, Proposition 218 notices, and educational videos. Costs of student educational programs (e.g., Delta Discovery Voyage and Sewer Science) and production of the Budget Book, Strategic Plan, and Lateral Connection employee newsletter were excluded. • Capital Projects, for costs of investigating and resolving customer complaints. It should be noted that the costs reported are actual project costs not including employee benefits. There is no tracking mechanism for actual labor costs including overhead. • Rates and Fees, for costs of payment receipt/processing and records maintenance associated with new account setup. • Permit Counter, for costs of payment receipt/processing and records maintenance. • Secretary of the District was contacted for costs related to processing Proposition 218 and Public Records Act (PRA) requests, but these are not tracked and time spent is unquantifiable. The work group noted that other divisions also receive PRA requests directly, and there would not be a way to calculate time spent by them. 61 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 140 of 242 Performance Indicators: Customer Service CUSTOMER SERVICE COST PER ACCOUNT Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AW A Survey (Nationwide FY'15-"16 data) AWWA Survey (Nationwide FY 16-17 data) 45.00 40.�J2 40.39 «- 44.44 39.96 = 36.82 a 35.00 32.77 4 `w 30.00 a 0 25.00 22.09 23.97 23.66 22.35 22.09 20.99 *a 20.00 18.1i4 1} ag 19.74 19.33 16.32 15.40 14.95 15.30 15.00 74.37 12.39 12.44 12.55 11.22 0 14.00 6.91 9.27 m 7.15 ZP 5.00 0 A0 55�� #L � �� � � 5 y}ti (� n •4 r a'. �y r� Ae M CENTRAL W FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16.17 FY 16-17 FY 16-17 FY 163-17 WSIJ only utilities Combined utilities Populalion Population WW only utilities Combined utilities Population Population (6 participants) (32 participants) 100,001-500,004 >500,400 (9 participants) (33 participants) 100,001-500,000 >500,000 (17 parlicipanls) (12 participants) (25 parlicipants) 111 participants} 62 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 141 of 242 Page 66 of 164 Performance Indicators: Customer Service STAKEHOLDER OUTREACH INDEX This indicator provides a measure of a utility's stakeholder outreach activities. It is calculated based on self-assigned points found in the various categories in the stakeholder outreach checklist. Utilities were asked to have senior management assign values to each statement based on evidence that existed during the reporting period. The index is expressed as the total score as a percentage of the maximum possible score of 12. The values are as follows: • 2 -This practice is used at least annually by our utility • 1 -This practice is used by our utility with less-than annual frequency • 0 -This practice is not used at our utility Central San Data Calculation Method The Communication Services and Intergovernmental Relations Manager scored Central San as follows: Stakeholder Outreach Index Stateme FY 15-16 FY 16-17 FY 17-18 FY 18-19 Score Score Score Score We conduct customer satisfaction surveys that 2 2 2 2 result in a statistically significant measure (or set of measures) for customer satisfaction. We use the results of customer satisfaction surveys 2 2 2 2 to improve our processes, practices and systems. With three or more groups, we conduct interviews, 2 2 2 2 open forums, or focus groups with key stakeholders such as public officials, regulators, community representatives, special-interest groups, developers, contractors, etc. At three or more events, we provide open 2 2 2 2 stakeholder communication through publicly- offered tours, speaking engagements, actively- managed booths/kiosks, etc. Through three or more outlets, we provide 2 2 2 2 outreach programs/products to targeted stakeholders via the media, mailers, newsletters, etc. We regularly review all sources of stakeholder 2 2 2 2 feedback and develop actions to address areas of dissatisfaction or opportunities for improvement. of Possible Points(out of 12 points) 100.0% 100.0% 100.0% 100.0% 63 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 142 of 242 Performance Indicators: Customer Service STAKEHOLDER OUTREACH INDEX Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AVVVVA Survey (Nationwide FY 15-16 data) AW A Survey (Nationwide FY 16-17 data) 720A 100.0 100.0 100.0 1013.0 100.0 10 0.C 10 0.0 100.0 100.0 10 0.0 700A 91.7 91.7 92.0 _ 83.3 83,0 33.0 a a 80.0 '6.F, 75.0 75.0 75.3 ti 66.7 66.7 67.0 67.0 63.0 00 80.0 L G� a — a ;g = H 40.0 a � � Q 20 A 0,0 AID FY 15-16 FY 15-15 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 I CENTRAL SAN 4YW only utilities Combined utilities Population Population W4M1f only utilities Combined utilities Population Population (9 participants) (70 participants) 100,001—500;,000 >500,000 (9 pa did panis) (92 padicipanis) 100 Ofl1—500,000 >500,000 (55 participants) (31 participants) {59 participants) (46 parlicipards) 64 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 143 of 242 Page 68 of 164 Performance Indicators: Customer Service CUSTOMER SERVICE CONTACT This benchmark was initiated by AWWA in its 2017 survey collecting FY 15-16 data. The purpose of this indicator is to obtain a better understanding of how customers are reaching out to the utility to address inquiries or resolve customer service issues. For each method identified, utilities were asked to indicate the percentage of customers that use each method of communication. The methods of customer service contact reflected in the FY data set include the following: • Phone • In-person • Email • Social media • Other. Central San Data Calculation Method To calculate this for Central San, various customer-facing divisions were asked to submit their percentage breakdown of how customers contact them, and those responses were averaged. The respondents included the following: • Communication Services • Front Desk (not tracked prior to FY 17-18) • Permit Counter (not tracked prior to FY 17-18) • Collection System Operations • Secretary of the District. 65 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 144 of 242 Page 69 of 164 Performance Indicators: Customer Service CUSTOMER SERVICE CONTACT Central San vs. Nationwide (FY 15-16 Data) AWWA Survey(Nationwide FY 15-16 Data) sv 82 80 sv 74 7D 67 ra 5g 57 60 c 60 0 54 U y 50 E N 40 38 36 v 0 30 26 25 21 20 17 70 12 78 4 7 5 7 q 5 5 10 = O D = 1 1 1 1 t 1 — 0 , 0 1 3 ■ 1 0— Central Ban FY 15-16 Central San FY 16-17 Central San FYI?-IS Central San FY1S-19 AWWA-Wastewater WWA-Combined AWWA-Population AWWA-Pop.b lion Utility{FY 15-16]-7 Utility(FY 15-161 46 100.001500,000,Median >500,000,Median Participants Participants Responses(FY 15-161 Responses(FY 15-16)- 234Pari panh 923 lo-ficp ants (d rife re nt M per oafegoryl id iferent M per cateaurYl ■Phone min-Person Email Social Media ■Other Central San vs. Nationwide (FY 16-17 Data) AWWA Survey (Nationwide FY 16-17 Data) 100 89 90 82 80 75 77 u 70 0 59 57 60 U 80 54 `m 0 50 U40 38 36 0 30 2625 20 17, 72 70 tD 76 0 0 ._ 7 9 10- t 7 , 4 D . 5 1 7 115 1 1 ' S 1 1 :2 2 = Central San FY15-16 Central San FY 16-17 Central San FY 17-18 Central San FY 18-19 AWWA-Wastewater AWWA Combined AWWA-Pop,lat on AWWA-Population Utility(FY 16171-7 Utility(FY16-17) 4S 100,001-600,000,11Aedian 1500,000,Median Participants p.1oipa Res ponses(FY 18-17)- ResponsesIFY 16-17)- 10-47 Participants 1U-27 Participants id ff.rent4 per [different#par category] cat.G.ryl ■Phone min-Person Email Social Media ■Other 66 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 145 of 242 Page 70 of 164 Performance Indicators: Customer Service WW SERVICE DISRUPTIONS This suite of indicators quantifies the number of planned and unplanned WW outages experienced by utility customers per 1,000 customer accounts and the time to address them. Also included is the distribution of WW service disruptions, planned and unplanned, by event duration. AWWA provides the following definitions: • Disruption of service—any event within treatment facilities or the distribution or collection system under control of the utility whereby a customer loses service. Disruptions are further sub-categorized as "planned" or "unplanned." o Planned service disruptions— prior notice is given to all affected customers. o Unplanned service disruptions—performed under emergency conditions when prior customer notice is not possible. The benchmarks associated with WW Service Disruptions are calculated as follows: PLANNED WW SERVICE DISRUPTIONS <4 HOURS, 4-12 HOURS, >12 HOURS UNPLANNED WW SERVICE DISRUPTIONS <4 HOURS, 4-12 HOURS, >12 HOURS Disruptions of wastewater service (outages/1,000 accounts) 1,000 x total number of disruptions (planned or unplanned) Number of active residential accounts + Number of nonresidential accounts AVERAGE TIME TO ADDRESS PLANNED WW SERVICE DISRUPTIONS AVERAGE TIME TO ADDRESS UNPLANNED WW SERVICE DISRUPTIONS Average time to address wastewater service disruptions (hours) Total time to address wastewater service disruptions Total number of wastewater service disruptions DISRUPTION FREQUENCY INDEX — PLANNED AND UNPLANNED DISRUPTION FREQUENCY INDEX — PLANNED ONLY DISRUPTION FREQUENCY INDEX — UNPLANNED ONLY Disruption frequency index Total number of wastewater service disruptions x 1,000 Number of active residential accounts + Number of nonresidential accounts Central San Data Calculation Method Central San has zero disruptions to service, planned or unplanned, for all three FYs in question. Even in the cases of sanitary sewer overflows or lateral reconnections, customers do not lose WW service. 67 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 146 of 242 Performance Indicators: Customer Service PLANNED WW SERVICE DISRUPTIONS <4 HOURS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 2.50 us 2.06 o 2.00 2 V v c 0 1.50 CL 3 rn 1.00 0.58 cc 0.50 0.34 0,15 0.00 DA 0.00 0.00 0,D0 0.00 0.00 0.00 0.00 0.00 D,DU 0..i 0.02 0.00 0.00 0.00 0.00 0.00 o.00 0,00 0.00 0.00 0.00 0.0 D,DD IL iL — — J'_'�_'I CENTRAL Sr1N FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 1 n-17 Ff 1 n-17 VVVV only utilities Combined utilities Population Population 41W only utilities Combined utilities popu ation POP ation (5 participants) (46 padicipards) 100,001—500,000 >500,000 ('' participants;' (40 participants;' 100.001—500.000 >500,000 (20 participants) (16 participants} '23 parlicipanis) '13 padicipanis) PLANNED WW SERVICE DISRUPTIONS 4-12 HOURS AND >12 HOURS 0.0 across the board for both Central San and AWWA survey agencies (FYs 15-16 and 16-17). 68 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 147 of 242 Performance Indicators: Customer Service AVERAGE TIME TO ADDRESS PLANNED WW SERVICE DISRUPTIONS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) A WA Survey(Nationwide FY 15-16 data) AWWA Survey(Nationwide FY 16-17 data) 16.D 15.2 14.D c 12.D 11.6 c pR 4 a—= �1D.D 8.5 8.1 8,1 d 3 3.0 p yr 6,2 6.0 m 5.0 4.9 5.2 E_ s 4.6 4.3 a 3,5 m `m 4.0 3,3 ML4n 2.0 1,5 0,0 0.0 0,0 0,0 0,0 0.0 0.0 0,0 0,0 U.0 0,0 ' 0.D0 0,00 0.00 0.0 h" ^", %* fi 0 'A" mil` �$ e i- o0 0e #t o %u lr o�v t # NSF 0�'�, K _* $ `? '�`7 "7 ,^7 `7 a j 4P 'k '� $ ' �r '` ' _,eg0_CEHTRAiSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 F�16-17 FY 16-17 FY 16-17 VvW only ulilities Combined utilities Population Population 'MN aQ/ulililies ConlDined utilities Population Population (6 parlicipanls) (as parlicipants) 100.001—so0,000 >500.000 (2 pariicipanis) (7 participants) 100.001—500.000 >504,000 ;17 pariicipanis) f15 participants; (5 participants) (3 participants) 69 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 148 of 242 Performance Indicators: Customer Service UNPLANNED WW SERVICE DISRUPTIONS <4 HOURS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey(Nationwide FY 15-16 data) A WA Survey (Nationwide FY 16-17 data) 2.50 4A 2.06 2.00 V 4A 1.50 CL M 0 1.00 0.93 0.98 0.78 = 0.58 a 0.50 0,47 i 4,45 € 0.27 0.34 � o.�9 0.10 D,15 4.1� 0.04 0.07 0.00 0.00 0.00 0.00 O.Ol7 0,00 E O.l}0 0.40 0,00 0.00 0.00 0.00 0.00 0.00 , i1�i {.�° C" °,° q°- {,x°�° �a (4 {�°�° y,°�° (4 FY 15-16 FY 15-16 FY 15-116 FY 15-1 fi FY 16-17 FY 16-17 FY 16-17 FY 16-17 �11-CE"TPAL Sala s"s�dJ only utilities Combined utilities Populalian Population Lbti4'only utilities Combined utilities Population Population (A participants) f42 participants,, 100.001—501),000 �,500,000 ;9 parlicipantsl (44 participants) 100,001 —500.000 >500,000 (20 parlicipanis) ,16 participants;• f24 participants) ,18 Participants; 70 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 149 of 242 Performance Indicators: Customer Service UNPLANNED WW SERVICE DISRUPTIONS 4-12 HOURS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 16-16 data) AWWA Survey(Nationwide FY 16-17 data) 0.30 0.25 0 0.25 = 0.23 c 0.20 C w 0.15 0,10 0.09 .09 0.07 c 0,05 0.03 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ' 0.00 0.01 0.02 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 d' 1 CFNTRALSAN FY 15-'6 FY 15-16 FY 15-16 FY 15-16 =r'16-17 FY 16-17 F(16-17 FY 16-17 onl_:utilities Ccmo-ned utilities Population Population 'e& Only utildies Combined uiililies Population Population (u participants; (42 partic.pants',- 100.001-500.000 .500:000 lE participants) (42 participants) 100.001 -500.000 }500,000 (20participants) (16participants) (22parlicipaids) (17participwds) 71 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 150 of 242 Performance Indicators: Customer Service UNPLANNED WW SERVICE DISRUPTIONS >12 HOURS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) A WhlA Survey(Nationwide FY 16-17 data) U.05 0.04 0.04 6- 0.04 0 2 0.04 A 0.03 0.03 0 w C 0.03 u� 0 0.02 0.02 0.01 0.01 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 N ak% .�i o�v {` �° p)o $ o ,{` h°R '•.' {, ';,, I m. ''" 4;+•:" ,tp �sko '•t, .x{` fsko {�° {� !1 CENTRALSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 =r 16-17 FY '13-17 L W-DnFj ulililies Combined utilities Population Population WN only utilities Combined utilities Pop419iicn Poo.datior (6 parlicipanis) (41 participants) 100.001-500.000 >50fl.001) (S participants) (41 participants) 100 001-500 000 >500 000 (20 participants) 115 parkipantsi f23 oa tic pants;• f18 participants: 72 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 151 of 242 Performance Indicators: Customer Service AVERAGE TIME TO ADDRESS UNPLANNED WW SERVICE DISRUPTIONS Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 9,Q 8,5 8.0 8.0 � s,o m c 7,0 6.6 n Fr6.2 6.3 : L 6.0 0 R3 5,1} 4.5 a 3.9 4.0 4.0 o CL 4,4 3,4 3.3 3.5 3.2 23,0 2.5 2.7 �'p 0 m 1 2.0 2.0 2,0 1.5 m 1,0 I0 1.0 0.5 '0,4 0,0 0,0 0,0 0,0 i Q.0 0.0 '(AQ CENTRAL SAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-i'• FY 16-17 WAI only utiliiies Combined utilities Population Population VNV only utilities Combined udlKies Population Population i7 participants'. (38 participants) 100,001—500,000 >500,000 i6 parlicipanlsl (�5 participants) 101},001—500,060 }500,000 (17 participanfs) (15 parlicipanls) (17 parlicipanls) (13 participants) 73 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 152 of 242 Performance Indicators: Customer Service DISRUPTION FREQUENCY INDEX — PLANNED AND UNPLANNED Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 16-16 data) AWA Survey (Nationwide FY 16-17 data) 3,44 2.50 2.44 2.49 2.42 x = .26 13 2,aa 1,89 1,95 ao 7 = 0 or 1.50 = m LLMa o m = 1.04 c 0 1.00 Q•$ a= :+ ;? j 4.65 'A a 0,51 o 0,50 0.42 0.41 0.24 0, U. 0,00 0.00 0.44 0.44 0.02 ' 4.04 ,78 0.1fi 0.74' 4.40 ,20 0.03 ' 0.a 4.76 a.7a 3 a,44 — hGQ %A 490, 0 o�F 41 �\* -0 ,* .�F �41 a y{+ A- 'A. �� �o-� �a�E �C' •�clo �clo `��� �,o ti{i hfa til' ^0" 1 `L �� 11 'Y Al 1 '1 'l '1 � &F-RMAL SAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 '110PY onhf utilities Combined utilities Population Populalion VAV only utilities Combined utilities Population Population (6 participants) (42 participants) 100.001—500,00Q >500.000 (g participants) 1,25 participants) 100,001—500.000 >500.000 1'19 parlicipants! (16 padicipanls! (17 participants) 03 participants! 74 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 153 of 242 Page 78 of 164 Performance Indicators: Customer Service DISRUPTION FREQUENCY INDEX - PLANNED ONLY Central San vs. Nationwide (FY 15-16 Data) 0.0 across the board for both Central San and the agencies in the AWWA survey Central San vs. Nationwide (FY 16-17 Data) AWWA Survey (Nationwide FY 16-17 data) 0.03 N 0.02 sC a0.02 � O B [a C [) m p o 0.02 �m � W C 01 LL C N 0.01 oao a Z! 0.01 s N 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 l�A6 �^1 NA ��n ryy11 Qo lhla ryyl, a`,� �yl ryhla a� ^y1� ryyl # 1yla "I lop Z�'f CENTR,44SAN FY 16-17 FY 16-17 FY 16-17 FY 16-17 %A!W only utilities Combined utilities Population Population (7 participants) {41 participants) 100.001—500.000 >500,000 (24participants) (13participants) 75 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 154 of 242 Performance Indicators: Customer Service DISRUPTION FREQUENCY INDEX — UNPLANNED ONLY Central San vs. Nationwide (FYs 15-16 and 16-17 Data) 2.50 AWWA Survey (Nationwide FY 15-16 data) AWWA Survey(Nationwide FY 16.17 data) c 0 C 2.09 m 2.00 UL 1.95 = w 1.76 _ UL 1,50 � - c 4D or Z a 1.07LL .01 1.01 U d = ,r O 0,55 0.65 4.62 i = 0.50 3.41 6.41 F3 �.� a 0.12 0.15 0.16 0.16 0.49 0.14 0.00 a.0u a.ao n.0o . 0=' 0.00 , 0.00 , ' , ■ Il.DO , 0.03 0.03 0.00 F� Iy1 �J 4C` Q1" @ @k@ w5@ 4l- •' ~ Y- •' '�4@ y' T5@ OO �A �5@ @59 �' 4lA _ " CENTRALShN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 15-17 FY 16-17 FY 16-17 FY 16-17 VVW only utilities Combined utilities Population Population V4'A'only utilities Combined utilities Population Population (7 participants) (42 participants) 100.001 —500.000 >500.000 (9 participanis; 146 participants'. 100,001—500 000 >500.000 (20 participants) (16 pa did pards) (25 participants) f13 participants:i 76 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 155 of 242 Page 80 of 164 Performance Indicators: Productivity and Performance PERFORMANCE INDICATORS: PRODUCTIVITY AND PERFORMANCE SYSTEM INSPECTION This indicator is a measure of the amount of distribution system inspection accomplished over the course of a year and is calculated as follows: System inspection (% of total network) _ Length of pipe inspected Total length of pipe network AWWA provides the following definition: • Total length of pipe network—the total length of the distribution or collection pipe network in a service area in miles, including mains of all diameters but not including lateral service lines. Central San Data Calculation Method While Central San performs some measure of inspection when cleaning pipes, length of pipe cleaned is not included in the length of pipe inspected. Also, due to a software conversion in November and December 2016, no data was available for those months. 77 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 156 of 242 Page 81 of 164 Performance Indicators: Productivity and Performance SYSTEM INSPECTION Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey (California) �F AWWA Survey(Nationwide FY 15-16 data) 35.0 32.0 30.0 25.D 24.2 c Missing data from 19 2 0 20.D Nov. Dec.2016 18,7 a + 16.4 N Y1 13.8 74.9 1 75 5.0 13.8 .0 13.2 73. w 11.1 9.9 9.7 10.7 ' 9.6 9.0 m 7D.0 7.5 .9 7.0 5.0 3.6 R 4.2 ' 4.1 34 D.D I m�1 1 ry 11 �h1 ryh1� atia° 1gl ryg� ,I CENTRALSAN FY 15-16 FY 16-11 FY 17-19 FY 15-16 FY 15-16 FY 15-16 FY 15-16 ,el CAVAII only and combined utilities only utilities Combined utilities Population Population (7 participants in FYs 15-16 and 16-17, (9 participants) (65 participants) 100,001-500:000 >500.000 6 participants in FY 17-13) (55 participants) (32 participants} Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 35.0 32.11 2 30.0 9.9 25.0 24.2 G o Missing data from 192 �20.o Nov-&Dec.2016 18A 18.6 H r 16.0 15.0 13.2 13.4 13.8 14.3 m 11.1 10._r 11.4 ,n 9.9 9.T 9.fi , 10.1 9.1 �10.0 75 78 4. 5.0 I I � 4.2 5.0 0.0 1 �i CFNTRALSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA'A'N+only and combined utilities WW only utilities Combined utilities Population Population (7 participants in FYs 15-16 and 16-17. (11 participants] (55 participants) 100.001-500.000 -500,000 6 participants in FY 17-18) '40 participants) (31 participants) * The CA agency information makes no distinction between agencies that provide dual services (combined utilities), are retail agencies, or are agencies that are part of a larger operation. 78 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 157 of 242 Page 82 of 164 Performance Indicators: Productivity and Performance SYSTEM RENEWAL AND REPLACEMENT (R&R) This indicator quantifies the System R&R activities in the broad asset groups of WW Collection, WW Pumping Stations, and WW Treatment, calculated as follows: System renewal and replacement (%) Total expenditures or amount of funds reserved for R&R of an asset group Total present worth of R&R needs for that asset group AWWA states that total present worth of R&R needs typically has to be estimated, mentioning a two-step approach: 1) A simplified approach, based on the asset replacement cost, could start with historic asset value and use the Engineering News-Record Construction Cost Index (CCI) (e.g., using the CCI, the complete replacement cost for a treatment facility constructed in 1990 would be calculated by multiplying the 1990 cost by the CCI for the reporting year divided by the CCI for 1990). 2) Another approach is to estimate the asset life spans. When a utility calculates its own asset life spans and when asset groups have subcategories with different lives, a weighted average should be calculated. Default values for asset-class life spans are 100 years for WW collection system components and 50 years for WW treatment and pumping facilities. An asset age factor (asset age/estimated life span) is then applied to the total replacement cost to estimate the total present worth of R&R needs. If the asset age exceeds the estimated life span, an asset age factor of 1.0 should be used. For WW pipelines for which complete cost information is absent, it is permissible to simplify calculations by ignoring the effects of relatively low-cost WW access holes and cleanouts. Central San Data Calculation Method Staff worked with AWWA to clarify the methodology described in the Utility Benchmarking books and is having ongoing discussions with AWWA regarding this performance indicator. The three sub-indicators of this benchmark are as follows and charts for each sub-indicator are provided on the following pages: SYSTEM R&R: WW COLLECTION SYSTEM R&R: WW PUMPING STATIONS SYSTEM R&R: WW TREATMENT 79 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 158 of 242 Page 83 of 164 Performance Indicators: Productivity and Performance SYSTEM R&R: WW COLLECTION Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey (Nationwide FY 15-16 data) 8.0 - 7.4 7.1 7.0 - 6 F.o .0 s.t M � o 5.0 - e M m 4.0 i 6 3.1 c 7s 3.0 2.1 21 2.1 2.0 7 7 2.0 1.B 1.8 E 7.4 1.4 m0.0 . � � � � LI � � rq 0.3 0A 00 4 FtF� F�^�^������ ��gtt�Qc 1°j,� ~y10�eaao �� 0��gatiQc 1h1opy�c �g� ~y�o01ao _,?",F_GENTRALSAN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 W1n1 only utilities Combined utilities Population Population CA W4V only and combined utilities (7 participants) (34 participants) 100,001-500,000 >500,000 (5 participants) (16 participants) (15 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY16-17 Data) Central San Survey (California) AWWA Survey (Nationwide FY 16-17 data) e.o 7.1 c 7.0 m e 6.0 6.1 6.0 - m� a� a 5.0 4.5 y 4.0 3 3.0 .3 Ld 3.0 2.4 2.3 d 2.0 12 E2.0 1.6 1.7 1.4 1A 1.3 1115 7.0 0-3 I 0.4 I I 1 I I 1 1 I 1 0.0 N':' N' -� , c�y N�~��� ry °` c h�� ryy�a�@a�° 1�� ry °�gac ry°�0�9c I CENTRALSAN FY 15-16 FY 16-17 FY 1T-13 FY 16-17 FY 16-17 FY 16-17 FY 16-17 NMI only utili8es Combined utilities Population Population CA NMI only and combined utilities [9 participants} (39 participants) 10D,D01-SDO,OOD >500,000 (5 participants) (22 participants) (78 participants) 80 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 159 of 242 Page 84 of 164 Performance Indicators: Productivity and Performance SYSTEM R&R: WW PUMPING STATIONS Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey(California) �F AWWA Survey(Nationwide FY 15-16 data) 14.0 12.3 m 12.0 mo rs N 10.0 n r 8.7 0 8.0 n y 8.0 6 m 6.6 Ka 6A 19 d6.0 �0 4.9 a 4.0 3.7 3-7 E 2.9 a 2.0 1.8 4 2.0 23 2.0 1.3 2.1 y 0_ �0.8 3 0.1) I F�^�^Q�^�w�NA�F�^� b�¢a�o 1f'�o �et°a,�r Ask ry� ��ar ^q, g�°��# ry�� ' h ryy o��aac �f'�a ryh1�eaao ENTRALSAN/' Af'�o y��►�,I FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 _C CA MV only and combined utilities 4V,N only utilities Combined utilities Population Population (2 participants) (7 participants) (27 participants) 100:001-500.000 >500.000 (13 participants) (12 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 14.0 12.3 m 12.0 mo R ^ 10.0 n= 8.7 =N 8.0 7s 8.0 m 5.9 R 6.0 5.7 E 4.9 $ 4.0 3.1 2.9 3 7 3.0 3.1 IT 2.4 y2.0 01-3 0.0 _3 1 0.5 ■ 1 I 1 ' 10 I o ryg� a�a a4'�' tNl a��c �4'�0 'LS''0 a0 '1�',' y�� �.�Q° ^gam tih1 a�,pC` 1y1 tih1� a��c 1y�'° ryht aa0 ��'�' fg(_CENTRAL SAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA 1^1L"!only and combined utilities 4PN only utilities Combined utilities Population Population (2 participants) {8 participants) (32 participants) 100.001-500.000 >500.000 (17 participants) (16 participants) 81 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 160 of 242 Page 85 of 164 Performance Indicators: Productivity and Performance SYSTEM R&R: WW TREATMENT Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY15-16 Data) Central San Survey (California) AWWA Survey(Nationwide FY 15-16 data) 7.0 d s.o E m 5.0 4.7 e' 4.3 c 3.9 m 4.0 3d 3A 3.6 e E 32 3.2 3 F 3.0 2.5 2.3 c 7.9 1 8 2.0 2.0 1d 1.5 E 1.3 12 1.1 ALA 0.0 NV ^Ci k"' NV ry A ry ('.,II CENTRAL SAN FY 15-16 FY 16-17 FY 17-10 FY 15-16 FY 15-16 FY 15-16 FY 15-16 WWmrlyublities Combinedutilities Population Population CA+Wf only and combined utilities (7participants) p)participants) 100,901-500,Oo0 >500,000 4 part'cil;ant 'n FY.5-18, (15 participants) (14 participants) 3liaitciliant ii FYs' -17a [I17-18y Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY16-17 Data) Central San Survey(California) AWWA Survey (Nationwide FY 16-17 data) 7.0s d s.o E m U m � c 3.9 9 m 4.0 - 3.5 e E 3.4 3.4 3.4 m 3 H 3.0 2,5 2.6 "2.3 2.1 79 17 1.8 2,0� 2.0E7.3 � 7.20.13 1 0.9 1 CENTRALSAN FY 15-16 FY 16-17 FY 17-18 FY 1g_77 FY 1&17 FY 16-17 FY 16-17 WW only utilities Combined utilities Population Population CA WW only and combined utilities (S participants) (34 participants) 100,001-500,Oo0 -500,000 t4 participants in FY 15-16, (13 participants) (17 participants) 3 participants in FYs 16-17 and 17-18) 82 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 161 of 242 Page 86 of 164 Performance Indicators: Productivity and Performance NON-CAPACITY AND CAPACITY SEWER OVERFLOW RATES This suite of sub-indicators measures the total number of non-capacity and capacity sewer overflow events expressed as the ratio of the number of events per 100 miles of sanitary collection system piping. They are intended to measure overflows created by conditions within collection system components under control of the utility, such as overflows from sanitary sewers and dry-weather overflows from combined sanitary/storm sewers. A dry-weather overflow occurs when sanitary and storm sewers combine to overflow during weather conditions when the portion attributed to stormwater is negligible. The non-capacity and capacity sewer overflow rates are calculated as follows: NON-CAPACITY SEWER OVERFLOW RATE Non — capacity sewer overflow rate Number of noncapacity sewer overflow events during reporting period X 100 Total miles of collection system piping CAPACITY SEWER OVERFLOW RATE Capacity sewer overflow rate Number of capacity sewer overflow events during reporting period X 100 Total miles of collection system piping AWWA provides the following definitions: • Non-capacity overflow—a discharge related to maintenance issues. These include grease buildup, root intrusion, and a need to clean and rod the system. Overflows caused by limitations or problems within customer-controlled piping and facilities are specifically excluded from this definition. • Capacity overflow—discharge that is a direct result of rain events that generally occur as a result of inflow and infiltration. Below are the number of overflows reported for Central San, provided for reference: Overflow Type FY 15-16 FY 16-17 FY 17-18 FY 18-19 Non-capacity overflows 47 39* 25 30 Capacity overflows 0 0 0 0 * 6 were contractor caused Commentary It should be noted that some participating agencies may be wholesale or have combined sewers. It is Central San's opinion that AWWA should have separate benchmarks for retail and wholesale agencies to the extent that wholesale agencies do not maintain their collection 83 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 162 of 242 Page 87 of 164 Performance Indicators: Productivity and Performance system. This would yield more meaningful results and the ability to directly compare similar agencies. The CA agency data from the Central San survey, which was calculated using data from the five agencies who responded, has been replaced with data sourced by Central San from the California Integrated Water Quality System Project (CIWQS) for FYs 15-16 through 18-19. This provides a more reliable comparison of Central San to CA agencies on both a statewide and regionwide (Region 2, or the Bay Area) level. The CIWQS data makes no distinction between capacity and non-capacity overflows; it is presented as the total number of overflows for all agencies who reported spills divided by the total miles of collection system piping of all the agencies who reported spills. 84 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 163 of 242 Page 88 of 164 Performance Indicators: Productivity and Performance NON-CAPACITY SEWER OVERFLOW RATES Central San vs. CA(FYs 15-16, 16-17, 17-18, and 18-19 Data via CIWQS)vs. Nationwide (FY 15-16 Data) Data Sourced via CIWQS AWWA Survey(Nationwide FY 15-16 data) (Bay Area and Statewide) 9.0 7.0 7A 7.0 3 d 6.0 I 5.68 II o _a I 5.2 II t c 4.7 4.9 0 5.0 O w I 4.0 3.9II d 4.0 3-7 n E 3-1 I II 3.3 a 3.0 2.5 2.6 2.9 c m 2.0 I II Z 9-2.01.6 I II 1.6 1A0.3 D.0 I 0.4 I ■ I '01° �c 3l° �1° mac` A 101,41 �c A41 D A ti aa Z_ GENTRALSAN Region 211 Area Statewide FY 15-16 FY 15-16 FY 15-16 FY 15-16 (100 agencies) WE agences) WUV onl4 utilities Combined utilities Population Population (9 participants) (67 participants) 100,001-500,000 >500,000 Includes Capacity and Non-capacity Overflows (32 participants) (25 participants) Central San vs. CA(FYs 15-16, 16-17, 17-18, and 18-19 Data via CIWQS)vs. Nationwide (FY 16-17 Data) Data Sourced via CIWQS AWWA Survey (Nationwide FY 16-17 data) (Bay Area and Statewide) 8.0 7A 7.0 7.0 3 d 6.0 5 9 o a 5.2 5.1 y w 5.0 4.7 y o O ^ 4.0 3.9 4.0 3.7 n o 3.7 I 3.2 3.0 n 3.0 I 2.4 o a 20 z 2.0 1.6 1.0 1.2 1.0 1.2 1.0 ' 0.0 I I ■ I 1 i^y. yNW 1-A' 14V i 1 ^6 ;^1' 1 ^9' 1.,5' ^9' 1, FY 16-17 FY 16-17 FY 16-17 FY 16-17 ,e"�&CENTRALSAN Region 2 i i Area Statewide (100 agencies) (460 agencies) IIAIV only utilities Combined utilities Population Population (11 participants) (81 participants) 100,001-500,000 >500,C-00 Includes Capacity and Non-capacity Overnows (42 participants) (32 participants) 11 *The CA data from CIWQS makes no distinction between agencies that are wholesale or have combined sewers, which can affect overflow numbers.The data also includes both capacity and non-capacity overflows. 85 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 164 of 242 Page 89 of 164 Performance Indicators: Productivity and Performance CAPACITY SEWER OVERFLOW RATES Central San vs. CA(FYs 15-16, 16-17, 17-18, and 18-19 Data via CIWQS)vs. Nationwide (FY 15-16 Data) Data Sourced via CIWQS AWWA Survey(Nationwide FY 15-16 data) (Bay Area and Statewide) 3.0 7.4 7.a 7.0 5 „ 6.0 .9 2- 5.2 ° n 5.0 0 � d 4.0 3.9 O- 4.0 2"E v o a 3.0 2.6 M v U c'2.0 1.7 1.5 1.9 1.1 1.0 0.4 0.0 0.0 0.0 0.0 0.0 0 4 0.0 0.1 0.0 0.1 0.0 t- "6%r- A A A' � ' ' 0 •� o� �6 � ' :w a° 1° a° 1° 1 ao 1° ao sy �. ^�. �h. ��. 1. ^�. �;` �h1° ,tih gay 15 by lea` �`'1° ,y`' o4'ea, 1h'1a <1 <1 Fy F�^ F Ilk �k <k <1 F1 F'1^ Fy Z'gi_CENTRALSAN Region 2;Bay Area Statewide FY 15-16 FY 15-16 FY 15-16 FY 15-16 (100 agencies) (460 agencies) WW only utilities Combined utilities Population Population [9 participants) (65 participants) 100,001-500,000 >500,000 Includes Capacity and Non-capacity Overtlovrs (27 participants) (20 participants) Central San vs. CA(FYs 15-16, 16-17, 17-18, and 18-19 Data via CIWQS)vs. Nationwide (FY 16-17 Data) Data Sourced via CIWQS AWWA Survey(Nationwide FY 16-17 data) (Bay Area and Statewide) 120 11.4 100 N � a u'a 8.0 7.D 7d y 0 6.4 a ^ 5.9 O m 6.0 5.6 5 ' E 4.7 4.7 o A v 4A 3.9 4.0 4.0 U a 2.0 1.8 1.9 0.7 1.1 0.0 0.0 0.0 0.0 - 0.0 0.3 0.0 ' 0-2 0.0 ' N" N\ N% N% N6 N% n$ s'� Nq' n\ N% y;° yl a° �1° hl° NV ^m' 0' ,,co' k", NV N4; 1 ti ea 1 1411 ma 1 `1• ea 1 �4 Fr 1 k t ,�l I'llt F� �y !� Zgl_CENTRALSAN Region 2,Bay Area Statewide FY 16-17 FY 16-17 FY 16-17 FY 16-17 (100 agencies) (460 agencies) My only utilities Combined utilities Population Population (10 participants) (71 participants) 100.001-500,000 >500.000 Includes Capacity and Non-capacity 0verFlows (34 participants) (28 participants) *The CA data from CIWQS makes no distinction between agencies that are wholesale or have combined sewers, which can affect overflow numbers.The data also includes both capacity and non-capacity overflows. 86 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 165 of 242 Page 90 of 164 Performance Indicators: Productivity and Performance COLLECTION SYSTEM INTEGRITY This indicator quantifies the condition of a WW collection system expressed as the annual number of failures per 100 miles of collection system piping, calculated as follows: Collection system integrity Total number of failures * 100 100 miles of pipeline Total miles of collection system piping AWWA provides the following definition: • Collection system failure—A loss of capacity resulting from a flow restriction in gravity or pressurized WW systems. Flow restrictions may be caused by deposition of foreign materials; structural failures of pipes, appurtenances, or access holes; deterioration of collection system materials; and root intrusion. Low spots in gravity sewers (sometimes called swags) are failures if there is potential deposition and diminished sewer capacity. Electrical and mechanical lift station failures unrelated to flow restrictions, electrical power outages at lift stations, and failures that occur on customer properties should not be considered collection system failures. Also excluded are any failures directly caused by the action of a person authorized by the utility, such as failure caused by incidental damage during construction or repair. Collection system failures as defined above do not always result in an overflow for Central San. Below are the number of failures reported for Central San, provided for reference: FY 15-16 FY 16-17 FY 17-18 FY 18-19 Collection System Failures 47 33 24 30 Central San Data Collection Method When comparing to the statewide and nationwide data, it is important to note that a number of factors may influence the ability to make an apples-to-apples comparison. Central San's service area has experienced drought in recent years, which has created voluntary and involuntary declines in potable water usage. Reduced influent flow in pipes can cause unavoidable collection system failures. Topography may also cause additional failures; for example, Central San's service area may have more plant life (i.e., roots) than other service areas, causing more collection system failures due to unavoidable root intrusions. Infiltration and inflow can also influence the number of collection system failures. Commentary Data for this indicator was collected in the CA agency survey; however, only five agencies, including wholesale agencies, provided responses, not constituting a complete set of data. A future more in-depth analysis could present more refined data beyond the scope of this study, including exploring comparable CA agencies more closely to identify like-for-like agency comparisons and understand how differences in the performance data can be explained. 87 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 166 of 242 Performance Indicators: Productivity and Performance COLLECTION SYSTEM INTEGRITY Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey(Nationwide FY 18-16 data) A WA Survey(Nationwide FY 16-17 data) 12.0 11,4 m 10.0 .= CL 6,7 �w a o 8,4 _ 7.0 m 6,4 n o 6,0 5,8 4A 5,1 4,7 c � 0 CL dA 3.1 1.3 3,2 13.6 -6 .2 2 A 2.2 1.6 2.0 1.8 2.0 2.0 1,8 1.9 1,21.0 0.7 0.5 0.0 ' 0.6 I I 0.2 0.2 4�4 FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY �{:k CENTRALSAN VAY only utilities comiDined utilities Population Population WVV only utilities Combined ulilities Population Paptdati3n f9 participants;• f36 parlicipantsj 100.001—500.000 �,500.000 {9 parlicipanls) (71 participants) 100.001—506 000 :>5C0 D00 ;26 participants} (20 participants) (34 participants) 179 participants) 88 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 167 of 242 Performance Indicators: Productivity and Performance TREATMENT PLANT REGULATORY COMPLIANCE Regulatory compliance for WW treatment is expressed as a percentage of the number of events per the facility's permit limit in compliance to the summation of the total number of compliance events in the reporting period, calculated as follows: Regulatory compliance — wastewater (%) = Total number of compliance events per utility's permit —number of events out of compliance Total number of compliance events per utility's permit AWWA provides the following definition: • Compliance event— For purposes of calculating the WW compliance rate, determine the total number of compliance events reported by the facility per the facility's permit limits, including individual sample results and/or aggregated averages. For example, if the facility reports parameter X as a daily, weekly, and monthly event over the 12-month reporting period, this would be a total of 429 events (determined by daily [365] +weekly [52] + monthly [12]). Therefore, the total possible compliance events for parameter X would be 429. This calculation would be repeated for each permit parameter with the total compliance events being the summation of all possible reported permit parameters. Central San Data Calculation Method Central San's regulatory compliance as reported pertains to both the Treatment Plant air and WW liquid stream. It should be noted that the number of compliance events related to air calculated with the AWWA methodology was about 360,000 per year for each FY, versus approximately 1,800 compliance events related to the liquid stream. 89 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 168 of 242 Page 93 of 164 Performance Indicators: Productivity and Performance TREATMENT PLANT REGULATORY COMPLIANCE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY15-16 Data) Central San Survey (California) AWWA Survey(Nationwide FY 15-16 data) 100.0 1013.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.D 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 993 99.9 99.9 3 R99.8 _ o d � 99.7 m a 09.6 E p 99.6 U 99.5 c 99.5 m 99.4 99.3 1.2 �'g ^�NQy^�^ ,�^� ea�° ��� ryg���`�c 1 ryh1��`mc 1��a ��Qc ^h�1 ry�,o 101 , � ~��+0 �y o!' oF_CENTRAL SAN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA WW only and combined utilities VVW only utilities Combined utilities Population Population (5 participants) (9 participants) (38 participants) 100,001-MUM >500,000 (26 participants) (20 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY16-17 Data) Central San Survey (California) AWWA Survey(Nationwide FY 16-17 data) 100.0 100 0 100.0 100.0 100.0 100.0 100.0 100,0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 99 7 100.0 100.0 100.E e? 98.9 3 99.0 3 c w 98.0 97.8 b � a = R n c 97_0 9fi.5 bU c du 96.0 ca 95.0 m 94.0 wF ^ ^1 00 a�g��ac 141, 14", �Qc 4;11 1411 4�1� rygl�ma,Qc 1�� 151��� A4� ��� 1b�* ,e�VI CENTRAL SAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA NM:1 only and combined utilities VVW only utilities Combined utilities Population Population (5 participants) (9 participants) (65 participants) 100,001-500,000 >500,000 (33 participants) (23 participants) *The CA agency information makes no distinction between agencies that are wholesale or retail. 90 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 169 of 242 Page 94 of 164 Performance Indicators: Productivity and Performance CUSTOMER ACCOUNTS PER EMPLOYEE This indicator measures employee efficiency in the form of the total number of active accounts serviced by utility employees (FTEs) per year, calculated as follows: Customer accounts per employee Number of active residential accounts + number of active nonresidential accounts Total number of FTEs AWWA provides the following definitions: • Active account— refers to a formal arrangement providing for regular services for some or all of the reporting period. • Customer—describes an individual service agreement for water or WW service at a single property regardless of size or billing category. An individual may own more than one property and be counted as a customer more than once. • Nonresidential accounts—institutional, commercial, and industrial (ICI) customers, including hotels/motels, schools/universities, restaurants, laundromats, car washes, office buildings, hospital/medical offices, food stores, auto shops, and industries. • Residential accounts—refer to single-family and multifamily customers. Central San Data Calculation Method Central San provides WW treatment and trunk sewer service to the cities of Concord and Clayton by contract. Two sets of data have been presented to exclude and include these customer accounts (51,592 each FY, as referenced in Central San's 2014 Cost of Service Study). To calculate the number of accounts most accurately for Central San, dwelling units—as opposed to residential parcels—and commercial meters—as opposed to nonresidential parcels (which may have more than one business or meter per parcel)—were used as the "active residential accounts" and "active nonresidential accounts" respectively. Each unit of an apartment or condominium complex was counted as a single dwelling unit or "active residential account" (e.g., one 100-unit apartment complex was counted as 100 accounts, even though these units may be billed to one property manager or owner). Each commercial meter was counted as a single "active nonresidential account." Commentary It is unknown whether other agencies may have used Residential Unit Equivalents (RUEs) for their nonresidential accounts, which would render their numbers incomparable to Central San's number of commercial meters. It is Central San's opinion that AWWA should state that nonresidential accounts should be reported as RUEs, so all agencies are using the same calculation method. 91 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 170 of 242 Page 95 of 164 Performance Indicators: Productivity and Performance CUSTOMER ACCOUNTS PER EMPLOYEE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 1000 900 - 908 896 880 m T a 800 733 753 752 724 722 697 705 694 693 w 700 613 622 615 C600 527 54 504 560 500 496 459 426 a a 400 I 341 350 333 300 E j200 ct 10O 1^� ���°� 4° 0atiac 1 ry�1° ���c 1g� ryg°1° �`ar 1gd rygd Qa�c 1h1 ry�h �`�c 1�h yyl° 6atiao 1h1° 141 �a`�c 1gl FA FA FA d to FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 excl.Concord and Clayton accounts CA':AN only and combined utilities WVV only utilities Combined utilities Population Population incl.Concord and (7 participants) {9 participants) (73 participants• 100.001—500,000 >500.000 Clayton accounts (36 participants) (26 participants) /'7 F_CENTRALSAN Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 16-17 Data) 00 Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 900 9 908 896 880 � m a 800 722 753 752 733 a 697 705 fi94 663 w 700 625 650 662 633 a 600 527 497 534 533 � 500 421 425 JJb a 400 I 347 III 382 382 300 200 100 excl.Concord and FY 15-16 FY 15-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 Clayton accounts CA VW only and combined utilities VtM+only utilities Combined utilities Population Population Incl.Concord and (7 participants) (10 participants) (79 participants) 100.001—500.000 >500.000 Clayton accounts (44 participants) (27 participants) �.I_CENTRALSAN *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the number of customer accounts and the number of FTEs;for example,the total number of FTEs reported by wholesale utilities may not include FTEs of other agencies that maintain the collection system which feeds their treatment plant. 92 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 171 of 242 Page 96 of 164 Performance Indicators: Productivity and Performance WW PROCESSED PER EMPLOYEE This indicator provides a measure of employee efficiency as expressed by the amount of WW processed (in MGD) by utility employees (as FTEs) per year, calculated as follows: Average MGD wastewater processed MGD wastewater processed per employee = Total number of FTEs Central San Data Calculation Method For Central San, average MGD of WW processed is the average sum of final effluent and applied water treated daily. Commentary It is Central San's opinion that AWWA consider separate benchmarks for retail and wholesale agencies to the extent that wholesale agencies do not maintain their collection system, so the number of FTEs reported by those agencies may be undercounted as they may not be including the FTEs of other agencies that maintain the collection system that feeds their treatment plant. It should also be noted that because efficiency is directly tied to the amount of WW processed, agencies may seem less efficient despite circumstances out of the agencies' control, such as drought or water conservation efforts. Furthermore, combined stormwater/WW treatment systems should be benchmarked in a separate category from systems only treating WW. Collecting treatment plant influent organic loading would be a helpful performance metric alongside flow; treatment plants in regions where water conservation measures have been implemented would likely have a lower amount of flow per unit of organic loading. 93 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 172 of 242 Page 97 of 164 Performance Indicators: Productivity and Performance WW PROCESSED PER EMPLOYEE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey (California) AWWA Survey(Nationwide FY 15-16 data) 0.35 0.32 W r 0.31 o D.3D 027 0.27 0.25 0.24 0.24 m 0.22 y, 0.21 ° 0.19 0.19 0.19 0.19 0.19 a D.2D 0.17 0.18 0.13 0.18 m 0.15 0.15 0 16 0.16 0.15 `m 0.75 0.14 0.14 _ 0.14 n v v DAD N N O a 0.05 � D.DD � ■ ■ ry51^ '0 'bA1 '0 a 11-11 1,;" a��c 11& 431" aa0 1h� ,e-' 1_CENTRAL SAN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA V iI only and combined utilities 4YL"d only utilities Combined utilities Population population (9 participants) [9 participants} (66 participants) 100.001-500:000 >500.000 (30 participants) (26 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey (California) AWWA Survey(Nationwide FY 16-17 data) _0.35 0.29 0.30 0.30 a MD 0.28 027 � 0.26 D.25 02 m 0.22 023 T O a D.21) 018 D.18 018 0.19 0.19 0.18 E 0.17 . . w 0.14 0.14 0.15 0.15 D.1fi 0.14 0.14 X D.7 5 v a u� D.7 D m u 0 a D.D5 D.DD a��c 1y1 ryyl �ti 1yl° ryyl° a�ac 11° tiA1° aao 1y1 49 �1_1lSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 15-17 CA VAII only and combined utilities 'r51L",+only utilities Combined utilities Population populaticn (9 participants) [10 participants) (70 participants) 100.001-500.000 >500.000 (35 participants) (27 participants) *The CA agency data makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on the number of FTEs reported. For example,a utility that operates as part of a larger operation may be undercounting the centralized staff that supports their enterprise as FTEs of their utility, leading to a lower FTE count that is not reflective of the manpower that is needed to support just the WW operations. 94 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 173 of 242 Page 98 of 164 Performance Indicators: Productivity and Performance O&M COSTS FOR WW SERVICES This suite of sub-indicators measures total O&M costs, collection O&M costs, and treatment O&M costs in various forms. O&M costs can be compared between utilities once normalized by WW processed rate, number of accounts served, or the length of collection system pipe. For utilities following Governmental Accounting Standards Board or Financial Accounting Standards Board practices, the required total O&M cost information was instructed to be found on the audited financial statements, and depreciation was not to be included in the total O&M cost. AWWA provides the following definition: • Total O&M costs - include costs for salaries, direct benefits, and all costs necessary to support utility services. They include pumping costs associated with treatment and distribution or collection. They also include supporting functions, such as any related portion of centralized HR services, call center, health and safety, etc. The sub-indicators for Total O&M costs are calculated as follows: TOTAL O&M COST PER ACCOUNT Total 0&M cost of wastewater services ( $ ) account Total 0&M cost Number of residential accounts + number of non residential accounts Central San Data Calculation Method Central San provides WW treatment to customers in the cities of Concord and Clayton by contract but does not own, operate, or maintain their collection system. Two sets of Central San data are presented for this benchmark: Total 0&M Costs including Concord and Clayton accounts and Total O&M Costs excluding Concord and Clayton accounts. TOTAL O&M COST PER MG Total 0&M cost Total 0&M cost of wastewater services (�) — MG Average daily production x 365 days TOTAL O&M COST PER 100 MILES OF PIPE Total 0&M cost of wastewater services ( ) 100 miles of pipe Total 0&M cost x 100 Total miles of collection system piping 95 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 174 of 242 Page 99 of 164 Performance Indicators: Productivity and Performance Commentary It should be noted that it is possible that agencies who perform WW operations as part of a larger enterprise may have submitted data for their Total O&M Costs that may not be comparable to Central San's. For example, an agency may inadvertently exclude support service costs which come from a centralized administrative office that does not provide exclusive support to WW operations, whereas Central San has counted all support service costs that support WW operations. Conversely, the responding agency could also be a smaller city that spreads their costs around other departments beyond its WW enterprise. Furthermore, combined stormwater/WW treatment systems should be benchmarked in a separate category from systems only treating WW. Collecting treatment plant influent organic loading would be a helpful performance metric alongside flow; treatment plants in regions where water conservation measures have been implemented would likely have a lower amount of flow per unit of organic loading. The sub-indicators for Collection and Treatment O&M costs are calculated as follows: WW COLLECTION O&M COST PER 100 MILES OF PIPE Collection 0&M cost of wastewater services ( ) 100 miles of pipe Collection 0&M cost x 100 Total miles of collection system piping Central San Data Calculation Method For Central San, collection O&M cost is the sum of Collection System and Pumping Stations O&M costs. WW TREATMENT O&M COST PER MG Treatment 0&M cost of wastewater services (-) = Treatment 0&M cost MG Average daily production x 365 days The sub-indicators for the percentage of 0&M costs spent on collection, treatment, and support services are calculated as follows: WW COLLECTION AS A PERCENTAGE OF TOTAL O&M COSTS Collection 0&M cost Wastewater collection as a percentage of total 0&M costs (%) = Total 0&M costs WW TREATMENT AS A PERCENTAGE OF TOTAL O&M COSTS Treatment 0&M cost Wastewater treatment as a percentage of total 0&M costs (%) = Total 0&M costs 96 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 175 of 242 Page 100 of 164 Performance Indicators: Productivity and Performance WW SUPPORT SERVICES PROVIDED BY OTHERS AS A PERCENTAGE OF TOTAL O&M COSTS AWWA defines support services provided by others as O&M costs that cannot be directly allocated to collection or treatment O&M costs. Wastewater support services as a percentage of total 0&M costs (%) Wastewater support services 0&M cost Total 0&M costs Commentary It should be noted that agencies may interpret the definitions of Treatment, Collection, and Support Services Provided by Others differently; meaning, one agency may count the cost of one service under Treatment, whereas another agency may count the same cost under Support Services Provided by Others. 97 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 176 of 242 Page 101 of 164 Performance Indicators: Productivity and Performance TOTAL O&M COST PER ACCOUNT Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey (California] AWWA Survey(Nationwide FY 15-16 data) $nD c 712 712 00 7DO 651 V 594 995 w 600 578 539 558 492 524 509 490 0 500 cvi 393 392 405 ¢400 353 355 m 327 317 31$ 312 300 258 258 0 O 200 700 M � o hNo co K1 4'�� �'�� h,� air 'lhto �I.h�o arc 1h�o h'0 a\�� 1�� 'Lg� �t\ac 1g� 'Lg� a\Oc ■exc1.Concord and FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-1G FY 15-16 Clayton accounts incl.Concord and WW only utilities Combined utilities Population Population Clayton accounts CAVAY only and combined utilities (7 participants) (55 participants) 100,001—500,000 >500,000 (9 participants) (26 participants) (19 participants) ,flloI CENTRALSAN Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey (California) AWWA Survey(Nationwide FY 16-17 data) $nn c 712 712 0 700 657 U 594 595 vs 600 578 524 539 558 492 491 493 50D o u 372 393 d18 391 374 387 393 a 40D 353 325 `m 305 n 30D 243 245 N 0 ct 2130 p 10D M 0 0 -'o �� 1^ o d,, d* o d 111 o la o 1, 0 1^ 1^ 0 11 1, o d,, h• ra• 1• �. h as 1h '4y ?\ 1h ryh �\� 1h ° �ti0 1� rib° a\a 1y 'Ly as At' 'Lt' S\ 1h ■excl.Concord and FY 15-16 FY 16-17 FY 17-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 Clayton accounts WW only utilities Combined utilities Population Population incl.Concord and CA WN only and combined utilities (10 participants) (63 participants) 100:001—500.000 >500,000 Clayton accounts 0 participants) (34 participants) (28 participants) _,#",I CENTW15AN *The CA agency data makes no distinction between agencies that provide dual services(combined utilities),are retail agencies, or are agencies that are part of a larger operation.These differences could have an impact on these results.For example,a wholesale agency will have lower O&M costs since they do not maintain their collection system,yet they may still count the same number of customers as a similarly sized agency who does maintain its collection system at additional O&M cost. 98 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 177 of 242 Page 102 of 164 Performance Indicators: Productivity and Performance TOTAL O&M COST PER MG Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 7,DDD 6,301 6,216 6,082 6,000 5,37D 5,376 5,00D 4,939 4,80 4,651 t7 4,280 „4,00D 3,855 n 3,39D 3,39 3,450 N 3,206 03,000 2,795 2,795 g 2.426 2,426 2,559 ,0 2,18a 2,261 2,OD0 1,705 1,705 1,723 H 1,097 ID IV ti �a0 1`' ti a0 A tihl� A`'1. 0 r 1h�� ti�1� ° 1`'10 ry�`� ° 1`'1� FY 15-16 FY 16-17 FY 17-13 FY 15-16 FY 15-16 FY 15-16 FY 15-16 ",,I CENTRALSAN CA VAY only and combined utilities 'rW?only utilities Combined utilities Population Population (7 participants for FYs 15-16 and 16-17, (7 participants) (56 participants} 100.001-500,001) >500.000 6 participants for FY 1718) (27 participants) (19 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey (California) AWWA Survey (Nationwide FY 16-17 data) 7,666 6,301 6,216 6,082 6,D00 0 5,37D 5,376 2 4,939 480 e 5 , 5,DDD 4.651 0 4,280 a 4 3,581 DDD 3,855 3,742 3,390 3,390� N 3,206 c0� 3,000 2,778 2,463 2.318 2,5432,2462,4042,126 M 2,DD6 1,713 1,607 1,469 t I1,000 0 ^6 ^6N1 ^1 N$ �aN'� tihl- �ti�r 1�'1- ll � ac "All ryhM �`�� �h�- ryy- �` 141, ry011 141, 1,44, ga` 11& FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 �.'•'.Oi'I_CEN7RA45AN 'A-W only utilities CA Vati"J only and comhined utilities Combined utilities Population Population (7 participants for FYs 15-16 and 16-17, (10 participants} (59 participants) 1D9,001-500,OD0 >500.000 6 participants for FY 17-18) (33 participants) (23 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the total C&M costs and the number of FTEs. 99 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 178 of 242 Page 103 of 164 Performance Indicators: Productivity and Performance TOTAL O&M COST PER 100 MILES OF PIPE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) �FAWWA Survey(Nationwide FY 15-16 data) 45,000,000 y 40,000,000 39,068,683 a a c 35,000,000 w a 30,000,000 � n 6 25,000,000 23,673,671 v a 21,582.824 a E 20.000.000 00 15.000.000 13,603.347 r 5,373,78T 9176460 9,066,672I9,246;4�g'000 10,000,000 3,510,700 502,4�6 16,811,130 2,440,313 3,542,244 3,601,002 3.56%580 0 5,230,394 4,532, 85 313 5.000.0000 ' ' ' ' —1 ' 1 ■2,1�d86�25162 849'93,715 2,90;792.201'000 2 ,1,82:687 h N a�0 '0' by° �yQc 1h1° k;N -k,� 41 ��^ �¢ to FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 ZqlCCENTRALSAN CA W%11 only and combined utilities 'only utilities Combined utilities Population Pcpulation (4 participants) {7 participants) (56 participants] 100.001—500,000 >500.000 (27 participants) (19 parlici pants y Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) �FWA Survey(Nationwide FY 16-17 data) 45,aaa,aaa a 40,000,000 39,06MH IL 0 35.000.000 N d y a 30,000,000 n 0. w 25,000,000 21,582,824 23,673,671 `m d a's 20,000,000 00 0— 15,000,000 17 497,000 N " 5.373,78T 5,510,700 l.' 9,652,440 0_ 70,000,000 5,230,394 9 776,460 9,066672 9,2d6,978 502,4�fi 6,817,130 4.532,985 3,641,448 3.737,354 3,879,736 5.000.000 4,2982571.353 2,698,3451,950 2,735,51�60,4fi6 2,475,356 925,442 0 ■ ■ 1, a�ac FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 ,0,Nl CENTRAL5AN CA W%11 only and combined utilities WNI only utilities Combined utilities Population Population (4 participants) (11 participants) (64 participants] 100,001—500,000 >500.000 (34 participants) (27 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the total O&M costs and the miles of pipe. 100 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 179 of 242 Page 104 of 164 Performance Indicators: Productivity and Performance WW COLLECTION O&M COST PER 100 MILES OF PIPE Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey (California) �FAWWA Survey(Nationwide FY 15-16 data) 3,000,000 a 2,592,D43 2,689,212 2,744,646 'a ° 2.500.000 m 2,251,181 E 2,127,610 a a 2,000,000 1,944230 `m 1,65 338 n❑ 0 m 1,500,000 1 d69,175 1,106,0204�6,216 1,213,756 06 1 1,D39,d06 1,034,179 07 000 94DLl 946,445 r« 1,000, 780,547 778,035 0 603,372 521,344 588,005 -6 500,000 373,51200,326 424,361 357.238 373,514 D 4, 41a^^N.�^V,sw `�o �hla Rh`�ga�ao 1��9 %16 Aoao 1h a ryga�ga`�c �yd� ryhV��ea®o �y4. ryy4.��tiao E`ICENTRAL SAN F`15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA WAI only and combined utilities Wh only utilities Combined utilities Population Population {d participants} I7 participants) {42 participants] 100,001—500,000 >500,000 (25 participants) (13 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 16-17 Data) Central San Survey (California) �FAWWA Survey(Nationwide FY 16-17 data) 3,a0D,aaa a 2,592,043 2,689,212 2,744,646 ° 2,500.000 2,251.181 E 2,127,610 o a 2,000.000 1.944,230 a �1,4159.175 7,658J$38 n o 0 w 1,500,0001,106,024 2 0 1,096,216 1,213,756 1,092,240 0 0 1,039,406 1.005,607 v, 1,000,000 940,1 1 " 808,345 791,744 o 654,229 654,229 d '515,023 501,026 515,023 c0i 500,000 332.900 416,319 398,483 � I I I ■ ■ ■ ■ ■ ■ I I I 0 h^6 6ti1 NA, 4"9 ryg� a,,p0 14j10 `Lyra aac 1 le1 tiy�0 a,�o � . o air agalo ^rh�e a`ac 'lyal 4 1 lo a0 'lb�o 41 �o Qc ah�lo FY 15-16 FY 16-17 FY 17-18 FY 15-17 FY 16-17 FY 16-17 FY 16-17 ICENTRAL$AN combined utilities MI.-only utilities Combined utilities Population Populalion CA N,M'only and c {d particiombinpai (7 participants) [49 participants] 100.001—500,000 >500,000 27 participants) (21 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the collection O&M costs and the miles of pipe. 101 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 180 of 242 Page 105 of 164 Performance Indicators: Productivity and Performance WW TREATMENT O&M COST PER MG Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 5,000 4,500 4,345 3,933 d,000 3.853 3,450 3,500 a� a 3,000 a U 2 2,500 1,983 2,047 1,980 2,118 O 2,000 1,914 a5 1,ST 17 1,11 1,fi7D 1,599 1 1,500 1,395 7,378 1,176 1,D971,231 1,195 1,000 307 966 500 , 452 0 I FY 15-16 FY 16-17 FY 17-19 FY 15-16 FY 15-16 FY 15-16 FY 15.-16 CA WW only and combined utilities UV4V only utilities Combined utlli0es Population Population (8participants) 8participants) 137 pat c i pa nts) 100,001-500.000 -500,000 '23 participants] (13 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey (Nationwide FY 16-17 data) 5,000 is 4,500 I4,345 933 3.853 L7 3,500 `m a y 3,D00 a 2,500 2.248 1,983 1,9147 1,980 2,000 rr 1,734 1,577 1612 1,610 1,599 1,59y 1,495 1.594 1,500 1,037 1,117 1,099 1,000 634 Hi 7C6 74-1 851 565 500 I I 1 0 �e FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 ����CENTR+LL SAN C.A'•V-P.,only and combined utllities NN only utilities Combined utilities Population Population '8 participants'. 7 participants] 47 part cipants) 100,001-500.000 >500,040 (27participants) (21 participants'. 102 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 181 of 242 Page 106 of 164 Performance Indicators: Productivity and Performance WIN COLLECTION AS A PERCENTAGE OF TOTAL O&M COSTS Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey (California] AWWA Survey(Nationwide FY 15-16 data) 45.0 4 40.0 0.1 a 2 35.0 32.9 0 32.2 0 0 30.0 2T 5 27.1 27.7 26.3 ° 25.0 24.5 25.0 n 20.6 21.0 20.7 20.2 20A 20.0 18.9 14.fi 15.6 15.2 u 15.0 - 12.6 m 12.0 0 3 10.0 T� 3.1 8.7 3 5.0 0.0 h,N" 6,� �ha �N" "I ,^ tip ,A FY 15-16 FY 16-17 FY 17-19 FY 15-15 FY 15-15 FY 15-113 FY 15-iG ZgI CENTRALSAN V M+only utilities Combined utilities population population CA WW only and combined utilities [G participants) (39 participants) 100,001-50J.000 >500,000 (3 participants) (21 participants) (23 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California] AWWA Survey(Nationwide FY 16-17 data) 40.0 35.8 35.D 32.3 e 2 30.8 0 30.1) 275 263 27.1 ' r F 25.6 24.6 243 23.4 ° 20.6 21.0 20 9.4 20.6 18419.1 15.6 16.7 U14.6 0 15.D12.8 12.4 � 11.fi w 1D.0 9.1 8.7 5.0 3.8 0.0 ■ ^hN �6^� ^„a q'411 t'P tea ` ^y4� ry0, ea4, 141. '0' �a,�c �aac �gl ryh�. eaaP 1gl ryy\. FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 15-17 FY 16-17 FY 16-17 / I.&CENTRALUN VSM+only utilities Combined utilities Population Population CA VNMI only and combined utilities {7 participants) (46 participants) 100.001-500.000 >600.000 (3 participants) (25 participants) (21 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the collection 0&M costs and total 0&M Costs. 103 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 182 of 242 Page 107 of 164 Performance Indicators: Productivity and Performance WW TREATMENT AS A PERCENTAGE OF TOTAL O&M COSTS Central San vs. CA (FYs 15-16, 16-17, 17-18 Data)vs. Nationwide (FY 15-16 Data) Central San Survey(California) �FAWWA Survey (Nationwide FY 15-16 data) 96.0 eo.O 80.0 73.8 68.7 70.7 6 70.0 65'1 66.2 67.3 62.0 62.5 62.9 e 59.4 59.4 61.1 60.6 F 60.0 53,9 ° 5D.0 48.7 50.3 52.0 n 39.4 N 40.0 31.5 31.9 30.8 33.6 30.5 32.6 30.0 F 20.0 � 10.0 D.D A�1 Ile �`ac 1gl tigla Qc Ohl° ryhla a\Qc Ohl° ryyl° �\ac Ohl° ryyl a$c Ahw Z�I_C fOAL SAN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA WIN only and combined utilities WW only utilities Combined utilities Population Population (4 participants) (6 participants) (4D participants) 100,001-500,000 >50D,000 (23 participants) (13 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18 Data) vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 90.D 80.0 e 80.0 73.8 a 70.D 66.2 68.7 70.7 0 a2.D 62.5 c 60.0 59.4 57.2 57.7 59.2 F 53.9 53.7 o 1 48.6 49 8 R 50.0 43.7 1 a c40.6 31.5 31.9 3D g 33 6 34.3 36.5 35.1 33.6 30.0 ' 20.0 10.0 D.D y,° Z1.01 CENTRALSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA WIN only and combined utilities 'rYL"d only utilities Combined utilities Population Population (4 participants) (8 participants) (47 participants) 100 001-500.00D >500,D00 (27 participants) (20 participants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on the total O&M costs. 104 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 183 of 242 Page 108 of 164 Performance Indicators: Productivity and Performance WW SUPPORT SERVICES PROVIDED BY OTHERS AS A PERCENTAGE OF TOTAL O&M COSTS Central San vs. CA (FYs 15-16, 16-17, 17-18)vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 60.0 50.3 50.0 47.9 471 46.6 45.7 a 40.6 2 2 40.0 35.9 37.0 y� `m Cl N- s 29.8 30.0 28.8 u� 25.6 25.0 25.6 w' 0 22.4 21.6 20.8 Z 8.l 13.3 18.5 � N 20.0 A 10.0 7.9 6.3 7.5 0.0 1 1 1 1 F I I $tea y�° �`ac 1� tie'\' 1h ryy� �`Qc ^��° gla a`0c ryL0 ago �41 ryhl° `ac �& '0\' '00 �.'_CENT-50 FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA WN!only and combined utilities WW only utilities Ccmbined utilitles Population Population (5 participants) (5 participants) (28 participants) 100,001-500,000 >500.000 (16 participants) (11 participants) Central San vs. CA (FYs 15-16, 16-17, 17-18)vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 60.0 53.6 50.3 51.5 50.0 47.9 47.1 45. 42.4 N e s'2 40.0 35.9 36.4 37.8 11 35A a❑ CA_ rs 29.8 29.3 aF 30.0 27.9 0 2d.4 L 22 5 21.3 c 20.0 18.1 r■` 19.2 N R 10.0 6.3 7.5 0.0 1 0 1 I I 1 1 6 . . ��.��^�.�,�$°j 4°�¢atimc� 1g5 415 �o Ayd° ryyl°�eaao ��4° 4° a� �g1 rygl �� 10 ryyl° ao 1%16 -15 `ar 415 FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 [i,1 Cfwrml-SAN CA WO/only and combined utilities WW only utilities Combined utilities Pcpulation Population (5 participants) (6 participants) (36 participants) 100,ON-500,000 >500,000 (20 participants) (17 pa rfici pants) *The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies,or are agencies that are part of a larger operation.These differences could have an impact on both the support services costs and total O&M costs. For example,a WW enterprise operating as part of a larger agency could be undercounting the support services from the centralized staff of the larger agency. 105 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 184 of 242 Page 109 of 164 Performance Indicators: Productivity and Performance MAINTENANCE This suite of sub-indicators quantifies a utility's efforts regarding planned (proactive) and corrective (reactive) WW maintenance. Time charged for maintenance work includes all time spent responding to the maintenance work order, including travel, obtaining tools and parts, and completing the work. Although maintenance time data specific to treatment or collection was not collected in the AWWA survey, overall comparisons to production and pipe network length are provided. Corrective and planned maintenance is separated as allocated to linear resources (distribution and collection systems) and vertical resources (plants and pumping stations). AWWA provides the following definitions: • Corrective Maintenance—all maintenance undertaken after asset failure. Corrective maintenance is always responsive but may not necessarily result in service disruption. Total time for corrective maintenance should include overtime attributed to these activities, including contractor time. • Planned Maintenance—comprises all regular maintenance undertaken in advance of asset failure during the reporting period. Planned maintenance may be predictive or preventative and may not necessarily result in service disruption. Preventative maintenance is performed according to a predetermined schedule rather than in response to failure. Predictive maintenance is initiated when condition-monitoring signals from activities such as vibration and oil analysis indicate that maintenance is due. The total time for planned maintenance includes overtime attached to these activities, including contractor's time. For the given reporting period, the sub-indicators are calculated as follows: TOTAL PLANNED WW MAINTENANCE Total planned maintenance (% of total maintenance time) Total time for planned maintenance Time for planned maintenance + Time for corrective maintenance PLANNED VERTICAL WW MAINTENANCE Planned vertical maintenance (% of total maintenance time) Total time for planned WW maintenance Time f or planned maintenance + Time f or corrective maintenance 106 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 185 of 242 Page 110 of 164 Performance Indicators: Productivity and Performance PLANNED LINEAR WW MAINTENANCE Planned linear maintenance (% of total maintenance time) Total time for planned linear maintenance Time f or planned maintenance + Time f or corrective maintenance CORRECTIVE VERTICAL WW MAINTENANCE TO TREATMENT hr Corrective vertical maintenance to treatment (MG) Total time for corrective maintenance Average system demand x 365 days Central San Data Calculation Method The average system demand figure used in this sub-indicator and the next was the average treated WW figure (final effluent and applied water), which was also used to calculate the WW Processed per Employee performance indicator results. PLANNED VERTICAL WW MAINTENANCE TO TREATMENT hr Planned vertical maintenance to treatment (MG) _ Total time for planned maintenance Average system demand x 365 days CORRECTIVE LINEAR WW MAINTENANCE TO COLLECTION SYSTEM hr Corrective linear maintenance to collection system ( ) 100 miles of pipe Total number of failures x 100 Total miles of collection system piping PLANNED LINEAR WW MAINTENANCE TO COLLECTION SYSTEM hr Planned linear maintenance to collection system (MG) _ Total time for planned maintenance x 100 Total miles of collection system piping Central San Data Calculation Method Planned vs. reactive (emergency) maintenance hours are tracked in Central San's computerized maintenance management system (CMMS), which only has FY 17-18 and 18-19 data for Treatment Plant and Collection System maintenance activity. Central San's Pumping Station maintenance data is not tracked in the CMMS so is not included in these figures. 107 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 186 of 242 Performance Indicators: Productivity and Performance TOTAL PLANNED WW MAINTENANCE Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWwNA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data) 700 41 q^, 90 as 85 88 90 gp 81 80 �$ 74 TS5 75 }� 73 75 77 = 0' 70 I 83 = 61 m fi0 I 5040 — fs O 30 a- ~ [FY 15-16 Comb,F IFY 16-17 0omhlnetl p 0 uill MID e data nai U11 Idea data not .. a Included In Inoluded In F ,fly, l0 2G17 A 4WlA L'L'.�I.Y 2016 A Y(WA+vey smceimarmna haak) 5encrmarFrjrg hookl 4 O44 T46 1P 1� 10 � 1� V �� h� �h a� .ass 10 � A� ,P 6 I CENTRAL$hN FY 15-16 FY 15-16 FY 15-16 FY 1--16 FY 16-17 FY 16-17 FY 16-17 FY 1 E-17 MIV onh}utilities Combined utilities Population Population WN only utilities Go-mbined utilities Populalon Population (6 participants) ;0 parlicipanis) 100 001—500,000 �,500,000 (8 pariicipanis) (D participants) 100.001—500,000 ".500,000 ,4 parlicipanis; (3 participants; {5 parlicipanls) l3 participanis; *Central San's vertical maintenance hours exclude Pumping Station maintenance time. 108 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 187 of 242 Performance Indicators: Productivity and Performance PLANNED VERTICAL WW MAINTENANCE Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 16-16 data) AWWA Survey(Nationwide FYI6-17 data) 700 89 90 82 gp 81 82 a 78 78 _ 80 71 7d14 70 fib 67 67 65 62 _ GO 58 57 61 56 a s41 47 42 m = r 01 20 10 not available 0 ^b,�{O Nb,�4 ,tip 9 11%q� le, ��� �,4�4 ry,d�9 �� A�D� �+0� ��� �.9�0 ��4 ���� Al Oj ��D� 4e 44$ A`4k9 s R' f4�� t {5�� {V7 �$ 1 4� t 5� F 1 $ e L t \L} al CEMIR?LSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-1; WVV only ulilities Combined utilities Population Population WW only ulilities Combined utililies Population Populalon (5 participants) (35 palicipanis) 100.001—500,000 >510'000 (5 participants) (39 parlicipants) 100,{a01—5UU,000 >500.Ho (15 participants) (15 participants (1S participants) (2U partiapards) *Central San's vertical maintenance hours exclude Pumping Station maintenance time. 109 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 188 of 242 Performance Indicators: Productivity and Performance PLANNED LINEAR WW MAINTENANCE Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) A VYA Survey(Nationwide FY 16.17 data) 100 94 90 88 10 83 82 82 U s0 76 _ 77 m _ I s9 c 70 tid 62 r3zE 60 r- i= 60 —J 52 49 ' 54 42 d2 adi 40 38 78 31 32 2 30 26 h 20 a 10 not h available 0 Asap i_CENTRgLSAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 1&17 FY 16-17 FY 16 17 F1 16-17 NW oNY utilities Combined utilities Population Population WW only utilities Combined utilities Population Population not (5 participants) (39 participants) 100,001—500,000 >500,000 (7 participants) (45 parlicipants) 100:001—500,000 >500,000 available (18 participants) (17 participants) (2¢participants) (20 participants) 110 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 189 of 242 Performance Indicators: Productivity and Performance CORRECTIVE VERTICAL WW MAINTENANCE TO TREATMENT Central San vs. Nationwide (FY 15-16 and 16-17 Data) A WA Survey (Nationwide FY 15-16 data) AWWA Survey (Nationwide FY 16-17 data} 1A 1.4 — C 4r 1.2 r 1 0.9 0.8 0.8 I 0.6 0.6 0A 0.6 iv 0.6 r 0. >�— 0.4 0.4 CA 0.4 o 0.4 0.3 0.3 0.3 0.2 0.2 0.2 0.2 0.1 ' 0.1 not U 0 available - fa ,e ,h {6 �* A `4 {� �o {y° {y° 4se A P F h m'* 10 kCrnTRa.SnN FY 15 6 Fv 15-16 FY 15-16 F, 15-16 FY 13-17 F'i 16-1 FY18-17 F/16-1 VM only utilities Combined utilities Population Population `,`V',`1 cnlj ui lii es Combined rrili-ies Population Papu ation i6 participantsl 133 participantsl 100:001 —500:000 5500,000 t6 partcipants' -'?? paricipan-s i '010 00 —500 000 >500•3.3.3 �15 participantsl ;14 pariicipanisl f 133 participants:: '16 parii--ioa-iiai *Central San's vertical maintenance hours exclude Pumping Station maintenance time. 111 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 190 of 242 Performance Indicators: Productivity and Performance PLANNED VERTICAL WW MAINTENANCE TO TREATMENT Central San vs. Nationwide (FY 15-16 and 16-17 Data) A WA Survey(Nationwide FY 16-16 data) A WA Survey (Nationwide FY 16-17 data) 2.5 0 m 2.1 1.9 r- 2 1.8 0 1.7 1.5 1.5 1.5 1.4 E 1.2 1.2 1,2 E 1 0.9 0.9 i4 0.7 0.7 D,7 > 0.6 0.6 0.6 ~ 0.5 0.4 0.4 rrat 0.1 I I} available �sA1 l '•' {,.y''t, �{l •,.. ,,t, {� ti� ,v t� �u •,o OF :v •o � ` 'o CENTP-SAN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 6-17 Wfi only utilities Combined utilities Population Populalion 'J pi onh{ulililies Gom6ined utilities Population Poprdatior (6 participants) (23 participants,' 100 001—500 000 >500,000 .16 pariicipanis) (33 participants'. 1i)'J.001—500.000 >500 000 (15 participants) (14 participants; 08 participants) (15 Fanicipanw *Central San's vertical maintenance hours exclude Pumping Station maintenance time. 112 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 191 of 242 Performance Indicators: Productivity and Performance CORRECTIVE LINEAR WW MAINTENANCE TO COLLECTION SYSTEM Central San vs. Nationwide (FY 15-16 and 16-17 Data) AWWA Survey (Nationwide FY 15-16 data) AW A Survey (Nationwide FY 16-17 data) 0 4500 Y 4000 3 79 c 3500 E O 3000 },W 11 2.401 m 2500 '0 0 2400 7,925 1.741 I'm o 1,595 J 1,473 1500 1,247 4 � ar U � 904 I I 954 > 1000 1,162 V 844 737 0 534 540 455 554 500 not 1 202 254 291 334 181 ' available . , 3' 28 ■7 ■ ' II , 88 ■ 0 C1��TRaL$AM FY 115-116 FY 15-16 FY 15-16 FY 15-16 F(15-17 FY 16-17 FY 16-17 F(18-17 VON only utilities Combined utilities Populalion Population W 'Ofl1}utililies Combined utilities Population Popula'icr (6 participants) (40 participants) 100,401—500,044 >500,000 [7 participanis; f42 participants; 100:401—SG-O.00C -.50-3.00C (17 parlicipanis) (17 participants) (23 parlicipar..s:: j 9 sari cipanis; 113 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 192 of 242 Performance Indicators: Productivity and Performance PLANNED LINEAR WW MAINTENANCE TO COLLECTION SYSTEM Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Surrey (Nationwide FY 15-16 data) AWWA Survey(Nationwide FY 16-17 data) 14000 12000 77,745 s� c .. � w a E '�10000 m w- y 6000 4,406 4,668 p 4000 3,116 3,796 I 3,508 3,173 2,6741 29528 2,489 = I ,132 2000 t 1,679 1�3$q 1,330 79257 71414 1,329 $ 1,524 a no-t 374 649 289 ' 346 ' I ' ' 500 616 93 available EN7RAL$AN FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 '41AV only utilities Combined utilities population Population WW only utilities Combined utilities Population Population [7 participants] ;44 padicipanis; 100:001—500.000 >500 000 f'• participants) (47 participants) 1H.001—504 000 �,500,000 f18 pa licipanlsl f17 participants) (25 participants) f20 participants) 114 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 193 of 242 Page 118 of 164 Performance Indicators: Productivity and Performance ENERGY CONSUMPTION This indicator quantifies the energy consumed to treat WW on an annual basis. Annual energy consumption includes purchases of electricity, natural gas, fuel oil, propane, and other crude oil derivatives. For a given reporting period, this benchmark is calculated as follows: Energy Consumption:Wastewater kBTU (—year * MG Energy consumption based on purchases of electricity,natural gas,and other fuels (kBTU) Average daily f low (MGD) * 365 days per year Central San Data Calculation Method Central San's energy consumption data is comprised of the amount of fuels which come into the treatment plant—electricity, natural gas and fuel oil (diesel). Solar was not included since solar panels are only installed at the HHW Collection Facility and CSO, both of which are separate from the WW treatment process. Commentary The AWWA calculation method involves estimating the total energy being used at the treatment plant by converting each source to British thermal units (BTU). For example, one kWh of electricity that flows from the electricity grid from Pacific Gas and Electric (PG&E) to the treatment plant is converted to about 3,412 BTUs. The approximate amount of energy used for the Central San WW treatment process per year is displayed below. 11 111 111 CENTRAL SAN ENTRAL CONTRA • DISTRICT 111 111 Diesel: —451 111 kBTU *Amount of Natural Gas(NG), Landfill Gas(LFG), Electricity,and Diesel used per year based on FY 15-16, 16-17, 17-18, and 18-19 data in kBTU (1,000 BTUs). Central San purchases a significant quantity of NG to meet much of the treatment plant electricity (-80%) demand using a cogeneration system (cogen) using combined heat and power (CHP). Treatment plants like Central San that generate electricity with NG on site will have higher consumption values using the AWWA calculation method because it counts the energy lost during generation. Central San's cogen unit is —22% efficient (i.e., 100 kBTU of NG in the generator produces about 22 kBTU of electricity). It should be noted that steam used for the 115 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 194 of 242 Page 119 of 164 Performance Indicators: Productivity and Performance aeration blowers and other processes is also beneficially recovered in the cogen system after electricity production using waste heat boilers. According to the AWWA calculation method, when a treatment plant purchases electricity from the electrical grid, any energy lost during electricity generation at an off-site facility is not included in the energy demand calculation (i.e., if the agency purchases 22 kBTU from the electrical grid, the energy from the fuel (perhaps —100 kBTU of natural gas, coal, etc.) used to produce this electricity is not included in the 22 kBTU counted in the performance indicator calculation). The AWWA benchmarking calculation also does not account for operating cost savings benefits of generating electricity on site. The graph below shows the difference in price between Central San's current strategy of producing electricity on site supplemented by grid electricity versus purchasing all electricity from the electrical grid. Costs for the current strategy include maintenance. These values are provided to the Board of Directors via monthly energy reports. While the difference in prices changes by month, the overall trend suggests that the current strategy is more cost effective than purchasing all electricity from the grid. Additionally, the benefits for operational reliability of the on-site generation capacity of Central San's cogen unit should be considered. $0.60 $0.50 $0.40 $0.30 $0.20 �+ AL $0.10 $0.00 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 On-site generation and PG&E Purchased Exclusively from PG&E Central San staff attempted to approximate the effect of energy loss during generation on the performance indicator calculated with the AWWA methodology through a sensitivity analysis. In the sensitivity analysis calculation, the electricity produced by cogen was instead imported from the electrical grid, and the steam typically produced by cogen was instead produced in the auxiliary boilers using NG. This calculation is an exercise to show the effect of energy lost during electricity generation on results calculated with the AWWA method; this does not include a cost analysis or the impact of energy recovery equipment capacity or redundancy. The results of the calculation show a decrease in the amount of energy required for the treatment process to approximately 22,500 kBTU/MG, which is near the 751" percentile in the agencies surveyed in California and above the 75t" percentile in AWWA survey participants. This is represented by a dotted line in the graphs to follow. 116 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 195 of 242 Page 120 of 164 Performance Indicators: Productivity and Performance An additional sensitivity analysis was performed to display the amount of energy recovered through the Central San sewage sludge incinerator process. The energy in steam produced from the waste heat boilers (which use heat produced in the sewage sludge incineration process) was added to the amount of energy used for WW treatment calculated with the AWWA methodology. The results are displayed in the figures below as "incl. steam" and "excl. steam." ENERGY CONSUMPTION Central San vs. Nationwide (FY 15-16 Data) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) _60,000 ce � 51,133 m 50,000 48,222 0,295 45,505 m 40,000 40'313 22,600 kBTUfyear"MG s5640 (approximate energy used by Central San ,925 if electricity were imported) .. 30,000 27,946 0 23,870 25,115 ------------- - ---------------------------------- m 20,000- - - - 18,742 16,025���� 14,128 14,055 1 I12,629 12,636 12,579 0 L) 9 10,000 I I I S 1 8,946 9 I I 7I25''S I I6I2I 6Ig51 w 0 ■ 411 -1 n'b n9 y1° 8c Pi° y°1° p< gl° y^° opc �1° 1° �c Pil° �1° �c �1° �,NV l;^�.4111• „� �a a `b �,a 1 ti �a 1 �a 1 `b 1 ■incl.steam excl.steam CA VVW only and combined utilities FY 15-16 FY 15-16 FY 15-16 FY 15-16 (9 participants) CENTRAL SAN VJVJ only utilities Combined utilities Population Population (6 participants) (37 participants) 100.001-500.000 >500.000 (23 participants) (13 participants) Central San vs. Nationwide (FY 16-17 Data) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 60,000 � 51,133 50,000 48222 ,50 40.295 ::1 40,313 m 40,000 x 640 22,500 kBTLJfyear`MG g s25 (approximate energy used by Central San 30,000 27 25,115P if electricitywere imported) 23,e7a __ 19978 .}861fi- -I�----------------------------------1SL29,000 - - - --- 7ur----- 16,025 4,128 14,055 I 10,065 13,865 15,926 , 10,302 0 10,000 8,813 7 394 8115 7,270 7,852 5,445 I q 5,903 9 I I ' a a 0 w V Na 4P 11 1 N% �N% rygl° arc ^yl° ryyl° arc �1° y�l° a p 1e1° yl a�� 14, ry�l° -4p ^0, eP ryyl a�yr ��1° rygl° a�� ^ ■incl.steam FY 16-17 FY 16-17 FY 15-17 FY 16-17 exeL steam CA VAN only and combined utilities (9 part lcl pa nts) VJVJ only utilities Combined utilities Population Population CENTRAL5AN f10 participants) (60 participants) 100,001-50C,000 >530,000 (31 participants) (26 participants) *The CA and nationwide agency information makes no distinction between agencies that have different treatment processes(e.g., incineration, nitrification,etc.).The CA agency information makes no distinction between agencies that provide dual services(combined utilities),are retail agencies, or are agencies that are part of a larger operation. 117 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 196 of 242 Page 121 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators ENERGY OPTIMIZATION PLAN This indicator asks utilities to self-assess and define their energy optimization plan, which is an energy use plan that takes into consideration opportunities for energy conservation, opportunities to produce energy, reductions in greenhouse gas emissions, and opportunities to reduce energy costs. Utilities were asked to assign themselves one of the following levels: 1. No energy optimization plan has been developed approach defined or endorsed. 2. Plan has been somewhat defined and endorsed by few or no staff, stakeholders, and decision-makers. 3. Plan has been moderately defined and endorsed by some staff, stakeholders, and decision-makers. 4. Plan is well-defined and endorsed by most staff, stakeholders, and decision-makers. 5. Plan is well-defined and fully endorsed by staff, stakeholders, and decision-makers. Central San gave itself a flat rating of Level 3 (highlighted columns below) for FYs 15-16, 16- 17, 17-18, and 18-19. Below is how that rating compares to how other utilities nationwide rated themselves in the FY 15-16 and 16-17 AWWA Utility Benchmarking survey results: Level (FY 15-16) Well Number of Utility Type Not defined Somewhat Mostly defined/ Well defined defined Participating defined/few some endorsed(3) /mostly /fully Utilities endorsed(2) ® endorsed(4) endorsed(S) WW only 0% 0% 71% 29% 0% 7 Combined 15% 18% 40% 18% 9% 45 Population Data not 100,001- 5.6% 22.2% 36.1% 25.0% 11.1% provided 500,000 Population g 0% 12.0% 52.0% 24.0% 4.0% Data not >500,00 1 1 1 1 1 1 provided Level (FY 16-17) Number of UtilityT Somewhat Mostly defined/ Well defined well Participating Type Not defined defined p g defined/few some endorsed(3) /mostly /not endorsed(1) I CENTRALSAN /fully UtIIItIeS endorsed(2) endorsed(4) endorsed(S) WW only 23% 0% 33% 33% 11% 9 Combined 11% 20% 41% 15% 13% 61 Population 100,001- 6.8% 18.2% 40.9% 15.9% 18.2% 37 500,000 Population >500,00 6.8% 17.6% 35.3% 23.5% 14.7% 33 118 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 197 of 242 Page 122 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators NUTRIENT RECOVERY This indicator identifies the percent of WW treated that will eventually be used for nutrient recovery; nutrient removal requirements are met through watershed processes rather than treatment at the plant. As defined by AWWA, examples could include land application, recovery of nitrogen or phosphorus (if either is directly recovered from the WW treatment process), composting, effluent reuse of reclaimed water for non-potable uses (e.g. irrigation), or indirect reuse (e.g., groundwater recharge). The focus of this question is on Watershed Sustainability. Central San Data Calculation Method Central San calculated the percent of WW treated which was distributed for irrigation purposes (recovery of some nitrogen as a co-benefit of irrigating with recycled water) via its Zone 1 recycled water distribution system to various businesses and the Residential Recycled Water Fill Station directly to residential customers. Central San tracks recycled water usage on a calendar year basis. Central San also provides recycled water for Contra Costa Topsoil for dust control, which will eventually make it into the soil for recovery. It should be noted that, based on a limited data set, it is expected that the current WW treatment, solids handling, and ash disposal practices at Central San result in some nutrient recovery. Twice-weekly treatment plant influent and effluent liquid sampling during FYs 15-16, 16-17, 17-18 and 18-19 show that the Central San WW treatment process reduces the concentration of phosphorous by—85%. The majority of this phosphorous is expected to be in the primary and waste activated, which, in the current solids handling process, flow to the multiple hearth incinerators and become ash. Very limited data suggests the ash produced in the Central San incinerators has a high concentration of phosphorous (-12%). This ash is ultimately transported off-site to be used as a soil amendment by a private company; it would be expected that a fraction of the phosphorous in the soil amendment is ultimately accessible for irrigation purposes. 119 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 198 of 242 FYs 17-18 and 18-19 Standalone Performance Indicators NUTRIENT RECOVERY Central San vs. Nationwide (FYs 15-16 and 16-17 Data) AWWA Survey(Nationwide 1=Y 1546 data) AWWA Survey (Nationwide FY 16-17 data) 50.0 4 44.0 5-0 40.0 35.0 30.0 25.0 20.0 15.0 10.0 5.0 9.6 1.2 1.5 1.4 p.p ■ ■ ■ ■ 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0,0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 {,�40 ya0. {.�°\° {.i b {� lb {u°�° �°�° {.a '(r§i.CENTRAL S-N FY 15-16 FY 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 F`(18-17 FY 16-17 WX only utilities Combined utilities Population Population )only utilities Combined utilities Population Population (6 parlidpants) (40 participants) 100:001-500,000 �,500,000 (6 parlicipanis) 1'43 parlicipants) 100 001-500,000 >500,000 (25 participants) (24 participants) (19 participants; f13 participants) 120 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 199 of 242 Page 124 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators FY 17-18 AND 18-19 STANDALONE PERFORMANCE INDICATORS These indicators were new to the 2019 AWWA Utility Benchmarking survey. Thus, Central San's data below does not have comparable data. Some past FY Central San data is provided for comparison. TOTAL WORKDAYS AWAY FROM WORK The total workdays away from work are obtained directly from OSHA Form 300A Item K Summary of Work-Related Injuries and Illness. Central San's data for past FYs is included below: FY 15-16 FY 16-17 FY 17-18 FY 18-19 249.0 16.0 164.0 0.0 WORKFORCE STRATEGIC PLANNING This benchmark asks the utility to rate its level of involvement in establishing and enforcing elements of a strategic plan focused on workforce development and maintenance, using the rating system below. The practices are aimed at how well the utility has developed and incorporated succession planning. 1. Never 3. Sometimes 5. Always 2. Not Often 4. Frequently Below is how Central San rated itself for FYs 17-18 and 18-19: Practice FY 17-18 FY 18-19 Scores Succession planning is an integral part of our organization's 5 5 comprehensive strategic plan. Our knowledge management process is up to date and one of our 4 4 most important staffing tools. We gain commitment from decision-makers on succession planning. 5 5 We gather resources for developing and implementing succession 4 4 planning or collaborate with other agencies and programs (i.e., Baywork). We value the role of succession planning in achieving the strategic 5 5 vision and goals of our organization. Total 23 23 Score (out of 55 possible points) 92% 92% 121 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 200 of 242 Page 125 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators EMPLOYEE VACANCIES The intent of this suite of sub-indicators is to record the utility's level of implementation of an effective workforce plan focused on employee recruitment, development, and retainment, as well as evaluating how well the utility has incorporated and uses an efficient workforce succession plan. The focus of these indicators is on FTEs. AVERAGE LENGTH OF EMPLOYEE TENURF FY 17-18 FY 18-19 10 Years 10 Years AVERAGE VACANCY RATE This was calculated as follows: Average number of positions open during the fiscal year Vacancy Rate (%) = Total number of vacancies that were f illed FY 17-18 FY 18-19 .98% .98% AVERAGE LENGTH OF TIME THAT EMPLOYEE POSITIONS REMAINED VACANT This was the length of time from an employee's date of departure to the date of hire of their permanent replacement. FY 17-18 FY 18-19 68 Days 59 Days TOTAL NUMBER OF FULL-TIME HIRES RESULTING FROM INTERNAL PROMOTIONS AWWA instructed to include any hires of temporary employees to full-time status. The reported numbers represent the number of promotions. FY 17-18 FY 18-19 Total Number of Full-Time Hires Resulting from 10 Promotions 9 Promotions Internal Promotions TOTAL NUMBER OF EMPLOYEE POSITIONS FILLED FY 17-18 - 15 Positions 16 Positions 122 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 201 of 242 Page 126 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators RISK ASSESSMENT AND RESPONSE PREPAREDNESS This benchmark asks the utility to indicate how well it has assessed their hazards (natural and human-caused), vulnerabilities, and risks and made corresponding plans for critical needs, using the options below. Risk assessment includes evaluation for potential power outages, lack of access to chemicals, cybersecurity, extreme weather events, curtailed staff availability, etc. • Not Applicable. • No Assessment in fiscal year. • Level 1 - Risks to high-consequence assets have been identified and risks reduced. • Level 2— Increase utility capacity to understand and detect threats to the system, risks to all major assets are identified and reduced, and all hazards risk management needs are fully integrated into broader utility planning and investment activities. • Level 3 - Emergent risks to all major assets are consistently addressed. Proactive and specialized shifts in operational procedures and updated capital investment criteria are changed when necessary. FY 15-16 FY 16-17 FY 17-18 FY 18-19 Levell Levell Level2 Level2 Development of an Enterprise Risk Management program and Continuity Plan are in progress, after which Central San can rate itself at Level 3. EMERGENCY RESPONSE PLANNING This benchmark asks the utility to indicate the level of complexity of its Emergency Response Plan using the options below. • Not Applicable. • No Plan in place. • Level 1: Emergency Response Plan is developed containing basic policies and procedures. • Level 2: The Emergency Response Plan is enhanced with additional capabilities and supported through more structured relationships with potential response partners. • Level 3: Emergency Response Plan is enhanced with incident-specific Emergency Action Procedures (EAPs) for responding to a specific type of incident, and enhanced capability to test, exercise, and to refine the Emergency Response Plan is in place. Ability to respond to a full suite of unexpected events by implementing a comprehensive Emergency Response Plan. FY 15-16 FY 16-17 FY 17-18 FY 18-19 Level2 Level2 Level2 Level2 123 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 202 of 242 Page 127 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators Central San did not produce any new emergency response planning documents this year; however, significant strides were made on the Continuity Plan, which informs and aligns with the Emergency Operations Plan. Once the Continuity Plan is complete, Central San will develop a more operationally focused Emergency Response Plan. RECOVERY AND MITIGATION PLAN This benchmark asks the utility to rate its development and incorporation of a recovery and mitigation plan using the options below. • Not Applicable. • No Plan in place. • Level 1: General awareness of mitigation and recovery activities, projects, and funding is in place for efficient system and services restoration. • Level 2: Implementation of mitigation and recovery activities, projects, and funding is in place. • Level 3: Ability to recover from a full suite of incidents through implementation of comprehensive mitigation and recovery activities, projects, and funding is in place. FY 15-16 FY 16-17 FY 17-18 FY 18-19 Levell Level2 Leve13 Leve13 The Executive Team is currently identifying and prioritizing mitigations for strategic risks, including emergencies/disasters. CYBERSECURITY PREPAREDNESS This benchmark asks the utility to rate its development and incorporation of a cybersecurity plan using the options below. • Not Applicable • No Plan in place • Level 1— Utility has identified and established a basic cybersecurity plan and is minimally implemented. • Level 2— Utility has developed a cybersecurity plan, that has been approved and generally used throughout facility. • Level 3— Utility has established and fully incorporated a detailed cybersecurity plan which is routinely reviewed and implemented. FY 17-18 FY 18-19 Level2 Level2 124 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 203 of 242 Page 128 of 164 FYs 17-18 and 18-19 Standalone Performance Indicators FREQUENCY OF BILLING This is the frequency at which the utility routinely performs billing of WW services for separate billing categories. Central San's billing frequencies for FYs 15-16, 16-17, 17-18, and 18-19 are indicated for each category below: RESIDENTIAL: Less frequent than quarterly COMMERCIAL: Less frequent than quarterly WHOLESALE: Less frequent than quarterly ESTIMATED BILLING This is the percentage of bills issued during the FY for WW services that have been estimated. Estimated billing percentage may be due to estimated meter readings, dispute resolutions, etc. This is calculated as follows: Estimated number of bills issued x 100 Estimated billing rate (%) = Number of bills issued Central San's estimated billing rates for FYs 15-16, 16-17, 17-18, and 18-19 are indicated for each category below: RESIDENTIAL: 0.0% COMMERCIAL: 1.0% WHOLESALE: 0.0% 125 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 204 of 242 Page 129 of 164 Conclusions CONCLUSIONS While there are limitations to consider in making strict apples-to-apples comparisons when reviewing the report, overall, this study is useful in identifying strengths and weaknesses and identifying potential areas on which to focus for improving performance over time. Central San will continue to participate in the yearly AWWA survey. Staff has volunteered to serve on the AWWA Utility Benchmarking Survey Advisory Committee in the hopes of potentially assisting with finetuning the survey by conveying the recommendations noted in this report to remove the subjectivity in the data reporting, to make this a more useful tool for performance measurement and make the valuable data AWWA collects more easily interpretable. Separate benchmarks for retail and wholesale agencies would be a significant step in creating groups of utilities that are more comparable. Over time, the value of the benchmarking survey data may improve if the definitions are refined, participants commit to data validation, and participants ensure consistent application of the definitions. Staff will work on solidifying benchmarking practices by making benchmarking an annual event and building relationships with CA agencies to continue to have consistent and accurate data gathering. Benchmarking data will be used to celebrate successes and recognize opportunities for improvement. Staff will consider identifying more similar collection systems within CA to compare to Central San and finetune the comparisons with the ten CA agencies surveyed for this report to account for wholesale agencies. Central San will continue its efforts toward meeting its customers' expectations, replacing aging and inefficient equipment, focusing on optimizations and efficiencies, and strategic planning for managerial effectiveness, with the goal of seeing positive trends in performance against itself over the years, as well as seeing favorable comparisons with other agencies. 126 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 205 of 242 Nationwide AWWA Survey(FY 15-16 Data) [Errtw�COWnACAnPMSAWAAW 6WMQCi �"�VVV Only Utility me Utility Population of 100,001- Population of>500,000 • 9 artici ants) FY 15 16(72 participantsL 500,000(36 participants) (25 26 participants) ====_&dA_ 25% MediaA�75° 5% Median 75% 25% J Median 75% •: ®��__-__ 4.5 59.5 51 9 60.1 70.9 WW 23.9 32.1 39.7 22.3 28.9 34.5 collection WW treatment22.6 27.3 36.0 24.8� 27.4 35.2 FTEs-management,engineering, ®®®®--■.-- 25.3 40.3 45.5 29.1 39.8 48.1 customer service,other Pretreatment • •: . 1.8 3.2 5.0 3.8 6.7 11.3 2.5 6.0 7.5 Utility • . 1.9 3.6 4.6 0.9 1.6 2.5 • . 2.4 3.5 6.3 2.6 4.4 6.0 Customer ®®®®■-■■-. 3.5 6.0 9.7 4.2 7.0 13.0 call center Customer billing1.6 2.3 3.2 1.3 1 2.6 4.5 Public • . 0.5 0.6 0.9 1.2 0.3 0.5 0.8 ®= __F.4V1 1.7 I__ 1.2 2.7 4.6� 1.6 2.2 4.1 � � � 1.2 1.4 0.17 0.9 1.3 1.9 Information •: 9 1.2 2.3 5.0 1.2 2.6 3.6 3.0 4.6 9.3 1.0 1.4 12.7 " 2.2 2.7 3.1 0.8 1.2 1.5 1.7 3.0 4.6 1.2 2.1 2.8 0.5 0.9 ] 1.0 0.4 0.5 0.8 0.7 1.1 1.4 0.2 0.4 0.6 0.7 0.8 1.0 0.5 0.8 1.1 5.3 6.4 13.8 1.7 4.5 9.7 Nationwide AWWA Survey(FY 16-17 Data) FTE • Population of CategoryWW Only Utilit ed Utility Population of>500,000 CENiRAt C6l1TRA LD1TA SANTAR'!FRSiQIC! 100,001-500,000 • (11 participants) FY 15-16(86 participants) (7-25 participants) s s (10-38 participants) Medi 5% 25% Median 25% Median 75% •: ®®�__-_ 54.1 ] 59.8 44.9 50.9 60.0 WW collection19.0 l 31.8 16.2 23.6 32.4 WW treatment 3� 24. 29 9 21.0 25.5 33.4 FTEs-management,engineering, ®®®®I 0 IMMWMM 32.6 40.5 47.0 38.2 42.4 53.0 customer service,other Pretreatment programs ==®®I 1.8 '_'2.4.M_ 2�_ 1.0 2.3 5.0 1.7 2.3 2.8 Engineering ®®� 8.1 4MMMM 6.1 8.9 13.5 5.0 8.1 11.2 planningUtility ==®® 2.4 _-___ 0.6 1.71 ::] 4.7 0.9 1 1.5 2.8 • service/compliance 2.8 4.5 5.1 2.8 4.8 6.5 Customercall center ®®®®■-■■-. 3.6 5.8 8.1 4.8 i 6.9 14.6� Customer billing1.5 2.8 4.0 1.0 2.0 2.9 Public 0.3 0.7 1.2 0.3 0.7 1.1 ®� • • __-___ 1.8 2.8 4.7 1.7 3.5 5.1 1.7 0.9 1.7 2.6 4.1 1.4 2.8 4.6 1.3 2.8 9.1 0.4 1.1 5.5 0.1 0.9 2.2 0.3 0.9 1.7 Legal/administration1.8 4.2 6.9 0.9 2.1 3.8 0.8 0.3 0.4 0.6 0.0 0.0 0.2 0.0 0.1 0.3 ====W_-___ 0.0 0.0 0.1 0.2 0.5 1.2 • �����_-___ 0.0 2.7 4.5 1.9 Appendix: Staffing Levels by Category STAFFING LEVELS BY CATEGORY (% OF TOTAL FTEs) - GRAPHICAL COMPARISONS Below are graphical representations of the above information for comparison of Central San's employees in different subcategories over FYs 15-16, 16-17, 17-18, and 18-19 to the nationwide AWWA aggregate data for FY 15-16 and 16-17. p Pretreatment Programs 6.0 5.2 5.0 U 5.0 I- 3.8 3.8 3.9 3.9 u- 4.0 - - 3.0 3.2 3.0 2.2 2.1 2.0 1.8 1.4 1.8 1.0 0.0 , 1 0.0 ,n�l,CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Pretreatment Programs 6.0 5.0 �j 5.0 I- 3.8 3.8 3.9 3.9 4.1 u- 4.0 0 3.0 2.1 2.4 2.8 2.3 2.3 2.8 � 2.0 1.8 1.7 1.0 \ 0.0 1 _,Oro,fCENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (25 participants) (14 participants) AWWA Survey(Nationwide FY 16-17 data) 129 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 208 of 242 Appendix: Staffing Levels by Category Engineering 12.0 11.3 10.3 N 10.0 9.3 LU 8.0 7.2 7.2 6.7 7.5 6.0 6.0 0 4.1 3.8 0 4.0 2.4 2.9 2.7 2.8 2.5 2.0 '0.0 ' 0.0 �I_CENTRALSAH 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Engineering 16.0 14.1 13.5 14.0 12.3 11.8 W 12.0 11.2 LL_ 1 0.0 8.1 8.2 8.9 8.1 ca 8.0 6.6 0 ~ 6.0 4.7 5.0 0 4.0 2.4 2.9 2.7 2.8 2.0 , 0.0 n4,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (34 participants) (23 participants) AWWA Survey(Nationwide FY 16-17 data) 130 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 209 of 242 Appendix: Staffing Levels by Category Utility Planning 8.0 7.0 7.1 7.0 H6.0 4.9 5.3 5.5 u_ 5.0 4.6 c 4.0 3.9 3.6 3.0 2.8 2.3 2.5 1.9 1.6 2.0 1.0 0.9 1.0 0.0 ■ ' 0.0 ,d!:j►�10ENIRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Utility Planning 8.0 7.0 7.1 7.4 7.0 H6.0 4.9 5.3 5. u_ 5.0 4.7 c 4.0 - 3.0 2.8 2.8 2.0 1. 1.7 1.5 1.0 0.8 1 0.9 0.0 P 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (20 participants) (17 participants) AWWA Survey(Nationwide FY 16-17 data) 131 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 210 of 242 Appendix: Staffing Levels by Category Lab Service / Compliance 9.0 8.0 8.0 Lj 7.0 6.2 5.9 6.0 6.0 6..2 6.3 6.0 LL 6.0 5.3 �a 5.0 4. 4.4 0 4.0 % 3.5 0 3.0 2.4 2.4 2.6 2.0 1.0 ' 0.0 0.0 ,e 4•]`CENTRALSAM 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Lab Service / Compliance 8.0 7.6 N 7.0 6.2 5.9 6.0 6.0 6.5 LU 6.0 54 u- 5.0 - 4.7 4.5 5.1 4.8 4. 0 4.0 3.4 3.0 2.7 j28 2.8 0 2.0 1.0 0.0 ,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (29 participants) (21 participants) AWWA Survey(Nationwide FY 16-17 data) 132 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 211 of 242 Appendix: Staffing Levels by Category Customer Service / Call Center 14.0 12.2 13.0 N 12.0 LLJ 1-- 10.0 9.7 LL 7.6 8.0 7.0 r 6.0 H 6.0 4.6 4.2 .- 4.0 3.3 3.7 3.5 2.0 1.3 1.2 1.2 1.0 ' 0.0 0.0 �',10ENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Customer Service / Call Center 16.0 14.6 14.0 ul 12.0 11.0 H LL 10.0 - 8.1 4a 8.0 6.9 G 5.8 ~ 6.0 4.1 4.8 0 4.0 2.8 14 n 3.6 0 2.0 1.3 1.2 1.2 1.0 1.5 ' 0.0 1 M M I 1 0 _[i,)CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (27 participants) (20 participants) AWWA Survey(Nationwide FY 16-17 data) 133 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 212 of 242 Appendix: Staffing Levels by Category Customer Billing 5.0 4.4 4.5 4.4 4.5 4.5 W 4.0 3.5 3.1 3.2 LL 3.0 2.3 2.6 2.5 F- 2.0 1.9 1.6 1.3 O 1.5 0.8 0.9 0.9 1.5 k 0.40. ' 0.0 0.0 ' [i,10ENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Customer Billing 5.0 4.5 4.3 4.0 N 4.03.5 3.5 LL 3.0 2.8 2.8 2.9 0 2.5 2.3 2.0 2.0 1.5 0 1.5 0.8 0.9 0.9 1. 1.0 1.5 0.4 0.0 §10ENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (22 participants) (18 participants) AWWA Survey(Nationwide FY 16-17 data) 134 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 213 of 242 Appendix: Staffing Levels by Category Public Relations 1.6 1.4 1.4 1.4 1.2 1.2 1.2 LU 1.2 1.1 1.0 1.0 0.8 0 0.8 0.6 0.6 w 0.6 0.5 0 0.4 0.3 0.2 0.0 , 0.0 ��CE. EWULSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Public Relations 1.6 1.4 1.4 1.4 1.2 1.2 13 1.2 ul 1.2 1.1 1.1 1.0 1.0 0.8 - j 0 0.8 07 0.7 0.7 0.6 0 0.4 0.3 0.3 0.3 0.2 0.0 ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (20 participants) (21 participants) AWWA Survey(Nationwide FY 16-17 data) 135 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 214 of 242 Appendix: Staffing Levels by Category Finance 5.0 4.4 4.7 4.6 4.5 3.9 3.8 4.0 4.0 4.1 W 4.0 F- 3.5 2.8 3.0 2.7 2.4 2.2 0 2.5 H 2.0 1.7 1.6 0 1.5 1.2 1.0 0.5 ' 0.0 0.0 ,e't ycEWULSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Finance 6.0 5.6 5.0 4.8 5.1 W 3.9 3.8 4.0 4.0 4.4 4.7 LL 4.0 3.5 �a 2.8 0 3.0 2. 1.8 0 2.0 1.5 1.7 1.0 0.0 �4ICENTRAL SAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (29 participants) (21 participants) AWWA Survey(Nationwide FY 16-17 data) 136 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 215 of 242 Appendix: Staffing Levels by Category Human Resources (HR) 3.5 3.0 2.9 W 2.4 2.4 2'6 2.5 F- 2.5 u- 1.9 r 2.0 1.6 F0 1.5 1.3 1.5 1.2 1.4 1.3 1.0 0 1.0 0'9 0.5 0.0 1 0.0 ,�f{j CENTRAL SAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Human Resources 3.5 - N 3.0 2.9 2.7 2.6 LU H 2.5 2.4 2.4 2.3 2.2 u_ 2.0 1.7 1.7 �0 1.5 1.4 1.4 0 1.0 0.9 10 0.5 0.5 0.5 . 1 0.0 Z,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (21 participants) (20 participants) AWWA Survey(Nationwide FY 16-17 data) 137 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 216 of 242 Appendix: Staffing Levels by Category Information Technology (IT) 3.5 N 3.0 2.9 2.6 2.5 H 2.5 2.4 2.4 u_ 1.9 2.0 1.6 � 1.5 1.3 1.5 1.4 1.3 1.0 0.9 0 1.0 10 0.5 0.0 1 0.0 ', CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Information Technology 5.0 4.5 4.2 4.3 4.3 4.3 4.5 4.6 4.0 4.1 4.6 W 4.0 - 3.5 LL 3.0 2.8 2.8 2.4 0 2.5 H 2.0 1.7 0 1.5 1.4 1.4 1.0 0.5 0.0 (,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (27 participants) (21 participants) AWWA Survey(Nationwide FY 16-17 data) 138 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 217 of 242 Appendix: Staffing Levels by Category Facilities 14.0 12.7 N 12.0 10.5 LU 10.0 8.9 9.3 u- 8.0 6.0 4.8 4.6 4.0 2.4 2.0 2.3 2.4 2.0 3.0 10 1.5 1.4 2.0 - I 1.0 0.0 -1 , I 0.0 6 '_(i,10ENTRALSAM 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Facilities 10.0 9.0 9.1 9.0 w 8.0 H 7.0 LL 6.0 5.5 4.8 0 5.0 4.0 0 3.0 2.4 2.0 2.3 2.4 2.0 2.8 8-0 2.0 1.6 1.3 1.1 1.0 0.2 0.3 . 0.4 ■ 0.0 ,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (19 participants) (16 participants) AWWA Survey(Nationwide FY 16-17 data) 139 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 218 of 242 Appendix: Staffing Levels by Category Fleet 4.0 2.7 3.5 3.1 LLJ 3.0 2.5 2.7 LL 2.5 2.2 j 0 2.0 1 8 1.7 1.7 1.6 1.6 1.5 1.5 1.2 1.2 0 1.0 0.8 0.5 0.0 ' 0.0 h CENTRAL SAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Fleet 2.5 2.2 2.1 2.2 o 2.0 1.8 1.9 1.7 1.7 1.7 1.7 H 1.5 � 1.1 0 1.0 0.9 0.9 0 0.6 0.5 0.3 0.0 0.0 . ,ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (14 participants) (15 participants) AWWA Survey(Nationwide FY 16-17 data) 140 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 219 of 242 Appendix: Staffing Levels by Category Legal / Administration 5.0 4.5 4.6 4.5 w 4.0 H 3.5 3.0 � 3.0 2.7 2.8 2.7 2.7 2.9 2 2.8 0 2.5 H 2.0 � 1.517 0 1.5 1.2. 0.5 0.0 ' 0.0 ,II I CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Legal / Administration 8.0 - 6.9 7.0 6.3 LU H 6.0 5.0 u_ 5.0 4.2 0 4.0 3.2 3.8 3.0 2.7 2•8 2.7 2.7 0 2.2 1.8 2.1 10 2.0 1.1 1.2 0.9 1.0 0.0 �ICENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (31 participants) (20 participants) AWWA Survey(Nationwide FY 16-17 data) 141 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 220 of 242 Appendix: Staffing Levels by Category Safety 4.0 3.5 N LU 3.5 H LL 3.0 2.5 0 2.5 2.0 1.5 a) 1.0 0.6 0.8 0.7 0.8 1.0 0.5 0.8 a 0.5 0.2 0.2 0.2 0.2 0.0 0.0 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Safety 2.5 2.1 W 2.0 LL I- 1.5 1.2 H 1.0 0.9 4- 0 0.5 0.5 0 0.5 0.4 0.2 0.2 0.2 0.2 0.1 0.1 0.2 ' 0.0 0.0 0.0 . 0.0 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (22 participants) (22 participants) AWWA Survey(Nationwide FY 16-17 data) 142 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 221 of 242 Appendix: Staffing Levels by Category Risks / Claims 2.0 1.8 W 1.6 1.4 H 1.4 u_ 1.2 0 1.0 H 0.8 0.6 0.6 0.6 0.6 0 5 0.6 0.7 0.6 o 0.6 0.4 0.4 0.3 0.2 0.2 0.0 1 0.0 , FCENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Risks / Claims 0.7 0.6 0.6 0.6 0.6 0.6 0.6 H 0.5 u_ 0.4 0.4 r 0.3 H 0.3 ,- 0.2 0.2 0 0.2 0.1 0.1 0.1 i 0.0 0.0 0.0 0.0 0.0 0.0 ,e!§CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (11 participants) (15 participants) AWWA Survey(Nationwide FY 16-17 data) 143 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 222 of 242 Appendix: Staffing Levels by Category Security 4.0 3.5 3.5 u.l 3.0 2.5 u- 2.5 0 2.0 1.5 1.1 1.0 0.8 0.7 0.8 1.0 0.5 0.8 0.5 0.2 0.2 0.2 0.2 0.0 0.0 4)CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Security 2.5 2.1 y 2.0 W I- LL 1.5 1.2 R 4- 1.0 0.9 0.5 0.4 0.5 0.5 0.2 0.2 0.2 0.2 0.1 0.1 0.2 I 0.0 0.0 0.0 . 0.0 1,IGENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (10 participants) (15 participants) AWWA Survey(Nationwide FY 16-17 data) 144 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 223 of 242 Appendix: Staffing Levels by Category Other 16.0 13.8 14.0 N 11.2 11.0 H 12.0 u- 10.0 9.7 m 8.0 7.3 6.3 6.5 66 6.5 6.4 0 0 6.0 5.4 5.3 4.5 0 4.0 2.0 1.7 2.0 0.1 ■ ' 0.0 ZO CeNTRALSw 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of>500,000 15-16 16-17 17-18 18-19 FY 15-16 FY 15-16 500,000 (26 participants) (9 participants) (72 participants) (36 participants) AWWA Survey(Nationwide FY 15-16 data) Other 7.0 6.3 6.5 6.6 6.5 - 6.0 5.7 5.4 LU 5.0 4.5 u- r 4.0 2.9 2.9 3.2 O 3.0 2.7 2.1 o 2.0 1.8 1.9 1.0 0.3 0.0 ' 0.0 �4,F_CENTRALSAN 25% Median 75% 25% Median 75% 25% Median 75% 25% Median 75% FY FY FY FY WW Only Utilities Combined Utilities Population of 100,001- Population of 15-16 16-17 17-18 18-19 FY 16-17 FY 16-17 500,000 >500,000 (11 participants) (86 participants) (19 participants) (15 participants) AWWA Survey(Nationwide FY 16-17 data) 145 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 224 of 242 Page 149 of 164 Appendix: Acronyms APPENDIX: ACRONYMS Acronym Definition AWWA American Water Works Association BTU British Thermal Unit CAFR Comprehensive Annual Financial Report CCI Construction Cost Index CHP Combined Heat and Power CIWQS California Integrated Water Quality System Project CSO Collection System Operations EAP Emergency Action Procedures EUM Effective Utility Management FTE Full-Time Equivalent FY Fiscal Year HHW Household Hazardous Waste HR Human Resources ICI Institutional,Commercial,and Industrial IT Information Technology MHI Median Household Income MGD Million Gallons per Day NRSRO Nationally Recognized Statistical Rating Organization O&M Operations& Maintenance OPEB Other Post-Employment Benefits OSHA Occupational Safety and Health Administration PG&E Pacific Gas and Electric PRA Public Records Act R&R Renewal and Replacement RUE Residential Unit Equivalents SSC Sewer Service Charge S&P Standard& Poor's UAAL Unfunded Actuarial Accrued Liability WEF Water Environment Foundation WW Wastewater 146 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 225 of 242 Page 150 of 164 10/16/2019 ATTACHMENT 2 d� BENCHMARKING STUDY FYs 2015-16 THROUGH 2O18-19 Administration Committee Meeting October 22, 2019 Christina Gee, Management Analyst Michael Cunningham, Assistant Engineer OBJECTIVES • Conduct an initial baseline study to compare Central San's performance to itself and sister agencies statewide and nationwide • Encourage self-evaluation and internal dialogue • Establish a framework to perform benchmarking annually, with consistency in data reporting • Identify opportunities for consideration in strategic planning • Emphasize the importance of systematic continuous improvement • Articulate value proposition for stakeholders, including residents, businesses, and the environment 1-01V) 1 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 226 of 242 Page 151 of 164 10/16/2019 STUDY COMPARISONS • Central San FY 2015-16, 2016-17, 2017-18, and 2018-19 data • California (CA) FY 2015-16, 2016-17, 2017-18 aggregate data (via independent survey for 14 benchmarks) • Nationwide FY 2015-16 and 2016-17 aggregate data (via American Water Works Association (AWWA)) • Wastewater(WW)only • Combined • Population 100,001-500,000 • Population >500,000 16 12 12 010 8 8 8 tj 8 a c 6 # 2 Organizational Financial Strength Customer Service Productivity and Development Performance Performance Indicator Category ` Alm r CENTRALSAN Central San CA Agencies Nationwide Agencies PERFORMANCE Fys IS 16—IS 19 (Central San Su ey) (AWWA Survey) Fys 15-I6-17-18 FYs IS.16 and 16-17 INDICATORS Organizational Best Practices Staffing Levels ✓ INCLUDED IN Training Emergency Response Readiness Training ✓ ✓ THESTUDY Employee Turnover Retirement Eligibility ✓ Recordable Incidents of Injury or Illness* • FY16-17onlyvia AWWA Near Misses* + • FY 16-17 only via AWWA ✓=comparative data Debt Ratio is available for the Return on Assets erformance indicator Days of Cash on Rat Hand p Debt Service Coverage io + + + Days of Working Capital *=new to the 2018 Operating Ratio Bond Rating ✓ + + AWWA Utility Insurance Average Severity*/Claims ✓ • 1116-)]only via AWWA eenchmarking book Residential Service Charges Nonresidential Service Charges (not Included in 2017 or 2018AW WA utilh,Bench—king books) x=comparative data Service Affordability is not available for the Service Complaints(Customer and Technical Service) performance indicator Customer Service Cost per Account Customer Service Contact + + Stakeholder Outreach Index Wastewater Service Disruptions System Inspection ✓ ✓ ✓ System Renewal and Replacement ✓ • ✓ Non-capacity and Capacity Sewer Overflow Rates + "" „",",,H, ✓ Collection System Integrity ✓ • ✓ Treatment Plant Regulatory Compliance ✓ Customer Accounts per Employee + ✓ ✓ Wastewater Processed per Employee + ✓ ✓ O&M Costs of Wastewater Services + ✓ Maintenance Energy Consumption + ✓ ✓ Energy Optimization Plan Nutrient Recovery 2 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 227 of 242 Page 152 of 164 10/16/2019 METHODOLOGY 'I A W WA it ullly cnehmarlung waa avr'mrAiW I J "di DeterminePhase 1,: " For AWWA For CA sister relevant (nationwide) agency comparison (statewide) comparison Phase 2: Send definitions Extract nationwide Follow-up with and input forms to data from Perform quality data submitters and staff and AWWA uufify checks as needed CA agencies Benchmarking book Participate in 2018 Produce Present to Share aggregated Phase 3: AWWA Utility Benchmarking Administration CA agency data Share results Benchmarking Study with Committee and with participants survey comparative data Board (forthcoming) CENTRALSAN PARTICIPANTS •Ten CA agencies were surveyed by Central San for their performance in 14 benchmarks •77 combined utilities and 12 WW utilities participated in the 2017 AWWA benchmarking survey (FY 2015-16 data) •94 combined utilities and 11 wastewater utilities participated in the 2018 AWWA benchmarking survey (FY 2016-17 data) 3 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 228 of 242 Page 153 of 164 10/16/2019 LIMITATIONS TO COMPARISON • Definitions in AWWA methodology subject to interpretation • Diligence in following prompts not guaranteed • Case study: independent review of CA agency financial data Source Comprehensive Check CAFR data Produce a set of data ReportsAnnual Financial against reported figures under one consistent (CAFRs)for all for four financial nterpretation of AWWA 10 CA agencies performance indicators methodology • Data entry errors by respondents • Reported data point(s) based on respondents' internal definition rather than adjusting data to follow AWWA's definition • Agencies report financial data differently in their CAFRs CENTRALSAN - . LIMITATIONS TO COMPARISON (CONTINUED) • Participants not separately benchmarked by operating type • Independent WW enterprise that operates its own collection system (e.g., Central San) • Agencies who are part of a city • Wholesale WW-only agencies • Wholesale combined (water and WW)agencies • Combined water-WW utilities CENTRALSAN October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 229 of 242 Page 154 of 164 10/16/2019 LIMITATIONS TO COMPARISON (CONTINUED) •Operational differences • Central San • On-site energy production to power treatment process (energy consumption is comparatively higher based on AWWA calculation methodology) • Multiple hearth furnace solids handling process, requiring purchase of landfill gas (increases costs and energy consumption) •Varying levels of wastewater treatment • Nutrient removal? • Recycled water production? ADJUSTMENTS MADE TO CENTRAL SAN DATA • Household Hazardous Waste Collection and Recycled Water staffing and costs have been removed where possible • Concord and Clayton customer accounts and costs have been included where appropriate •Ad valorem taxes collected have been included where appropriate CENTRALSAN 5 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 230 of 242 Page 155 of 164 10/16/2019 EMPLOYEE TURNOVER AW WA Survey(Nationwide FY 15-16 data) AW WA Survey(Nationwide FY 16-17 data) 1s.o 1 14.0 4.0 12.0 11.1 11.3 10.5 10.3 10.1 I 10.2 'y 10.0 I 3I I II 9.1 .6 '1 7.9 6.4 6.56.2 5.7 00 3.5 .9 39III 9 3.9 .0 0.0 101, SIP^y\= -(:t_CEN1n-- FY 1616 FV 15-16 FY 15-16 FY 15-16 FY 16-17 FY 16-17 FY 16-17 FY 16-17 WW only utilities Combinedutilities Population Population WWonlyutilities Combined utilities Population Population (9 participants) (53 participants) 100,001—500,000 >500,000 (11 participants) (59 participants) 100,001—500,000 -500,000 (30 participants) (16 participants) (34 participants) (20 participants) Employee turnoaer(%o f total employees) _Number of regular employee departures during the reporting period Total number of FTEs 11 DEBT RATIO (vs. FY 15-16 DATA Central San Survey(California) FMMASurvey(Nationwide FY 15-16 data) 70 66 60 83 57 56 55 54 50 52 50 46 48 0 40 39 37 8 •— 35 34 32 31 a 30 28 25 18 20 20 22 22 20 19 10 0 P,' I_CEMRAL5AN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA W W only and combined utilities W W only utilities Combined utilities Population Population (10 participants) (9 participants) (35 participants) 100,001—500,000 >500,000 (21 participants) (12 participants) Total liabilities Debt ratio(%) Total assets 13 6 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 231 of 242 Page 156 of 164 10/16/2019 DEBT RATIO (vs. FY 16-17 DATA) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 70 — 64 60 50 52 54 55 53 50 46 44 43 45 0 40 39 37 35 35 28 32 32 n 30 25 0 20 19 18 20 20 ' 21 21 0 Q+^�,ec�^6^�^1^�^e,�e y\°�a`aC ^yd° ryyp�a�ao ^yd° ryyp�a`ao ^yM yM�a�pC 15\° ryyp��`ac 1y\° ryyp�aa 1y\° ryyp�a\a 1y\° Z01-CENTRALSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA W W only and combined utilities W W only utilities Combined utilities Population Population (10 participants) (11 participants) (47 participants) 100,001-500,000 >500,000 (28 participants) (19 participants) Total liabilities Debt ratio I_ Total assets 14 SERVICE AFFORDABILITY AWWA Survey(Nationwide FY 15-16 data) AWWA Survey(Nationwide FY 16-17 data) 1.2 .12 7.09 1.05 1 0.94 nob 0.96 0.99 092 0.96 0,92 0.83 6.aa 6.aa 0.82 0.79 7 0.8 0.8 0.75 = 0.69 n 0.6 0.61 0.6 0.52 0.5605090' 0.55 0.57 0,52 0.5 a 0.44 0.47 6.4 t N 0.2 0 0, am '`h\° tih\° aac ��'\° ��ac �a°4° ,�°�®c 1�`° ,yb,`°�,a�ac ��p ,•y"���oc ��i° Is •excl.ad valorem taxes FY 15-16 FY 1616 FY 15-16 FY 15-16 FY 16-17 FV 16-17 FY 16-17 FY 16-17 •valorem ad taxes W W only ulililies Combined utilities Population Population W W only utilities Combined utilities Population Population (8 participants) (65 participants) 100,001—500,000 >500,000 (10 participants) (75 participants) 100,001—500,000 >5oo,000 O CENTRaLSAN (32 participants) (23 participants) (41 participants) (27 participants) Service o f fordability(%of MNl) Average residential monthly wastewater bill x 12 MHI=Median Household Income Real median annual household income 15 7 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 232 of 242 Page 157 of 164 10/16/2019 NON-CAPACITY OVERFLOWS (vs. FY 15-16 DATA Data Sourced via CIWQS (Bay Area and Statewide) �FAWWA Survey(Nationwide FY 15-16 data) 8.0 z4 zo zo 3 y 6.0 II o A. 5.2 m G 5.0 4.7 4.9 y 4.0 c 3.3 3.1 2.9 u 3.0 5 2.6 2.0 i 2.0 .6 1.6 1.0 1.1 1.1 0.0 w��l CST Region 2/Bay Area Statewide FY 15-16 FY 15-16 FY 15-16 FY 15-16 G� 1 (100 agencies) (460 agencies) ww only utilities Combined utilities Population Population (9 participants) (67 participants) 100,001-500,000 >500,000 Includes Capacity and Non-capacity Overflows (32 participants) (25 participants) Non-capacity sewer overflow rate Number of noncopacity sewer overflow events during reporting period X 100 Total mites of collection system piping 17 NON-CAPACITY OVERFLOWS (vs. FY 16-17 DATA) Data Sourced via CIWQS AWWA Survey(Nationwide FY 16-17 data) (Bay Area and Statewide) 8.0 7.4 7.0 7.0 6.0 I 5.9 O 5.0 i 5.2 4.7 II 5.1 .2 4.0 4.0 3.9 P u E 0 3.0 c ri 3.0 2.4 2.0 i a 2.0 g 0.0 I I 1.0 I 1 - I 0.3 0.2 0.2 +' �k' <k' <k' <k,�K lea 1 b .A 1 M1 boa 1 ti lea 1 FY 16-17 FY 16-17 FY 16-17 FY 16-17 r 01 CFNTRAL SAN Region 2/Bay Area Statewide (100 agencies) (460 agencies) WW only utilities Combined utilities Population Population (11 participants) (81 participants) 100,001-500,000 >500,000 Includes Capacity and Non-capacity Overflows (42 participants) (32 participants) Non-capacity sewer overflow rate _Number of noncopacity sewer overflow events during reporting period X 100 Total mites of collection system piping 18 8 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 233 of 242 Page 158 of 164 10/16/2019 COLLECTION O&M COST PER 100 MILES OF PIPE (vs. FY 15-16 DATA) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 3,000,000 n 2,689,212 2,744,646 a 2,592,043 � 2,500,000 2,251,181 ' 2,127,610 e a2,000,000 1.944230 'a o. 1,658 38 u-1,500,0001,106024 1,46:175 c 1,096,216 1,213,756 0 a 1,039,406 1,034,179 1,000,000 940,131 946,445 y� � 788,547 778,035 603,372 521,3 511,015 C 500,000 1373,514 1.,361 357,238 373,514 280,32 I I I I I I "h^6^e^1 ^1^0 10�9ryyM�`so 1yd. tih\� a`ac ^y\^ y�.ea`ao 14W 01 ea9c 1y\ ryy\^mac �y\= tih\�yaao ^y\= �-1 ,-1 QJ QJ tt' lA 11`0 l`' tT lH 11' ,10��q1-CENTRa15AN FY 15-16 FY 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CA W W only and combined utilities W W only utilities Combined utilities Population Population (4 participants) (7 participants) (42 participants) 100,001-500,000 >500,000 (25 participants) (13 participants) Collection Clam cost of wastewater services( $ ) 100 miles of pipe _ Collection O&M cost x 100 O&M=Operations and Maintenance Total miles of collection system piping 21 COLLECTION O&M COST PER 100 MILES OF PIPE (vs. FY 16-17 DATA Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 3,000,000 a R,592,043 2,689,212 2,744,646 G 2,500,000 2,251,181 'E 2,127,610 c ^y2,000,000 1,944,230 a II m a 1,658,338 c 0 1,469,175 III c=1,500,0001,106,024 F c 1,096,216 1,213,756 5 a 1,039,406 1,005,607 1,092,240 O Z:1,000,000 940,131 t2v808,345 791,744 O` 654,229 654,229 d 515,023 501,02fi 515,023 U 500,000 I 1382,900 416,319 I I 398,483 0 _0�0)CINfRALSAN FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 CA W W only and combined utilities W W only utilities Combined utilities Population Population (4 participants) (7 participants) (49 participants) 100,001-500,000 >500,000 (27 participants) (21 participants) Collection O&M cost of wastewater services( S ) 100 miles of pipe _ Collection O&M cost x 100 Total miles of collection system piping 22 9 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 234 of 242 Page 159 of 164 10/16/2019 TREATMENT O&M COST PER MG (vs. FY 15-16 DATA Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 5,000 V;4,500 4,345 w 4,000 3,933 3,853 3,500 3,450 � I 0 3,000 0 2U 2,500 2,248 i2,249 [61,61UO1,5.9 2,118 1,983 1,914 2,000 1,577 1,612 1,59y1 E 1,500 1,395 1,378 1,176 1,097 1,231 1,195 966 H 07 1,000 I I I 1 I I I 8I 500 452 0 t�^�^�^�^FJ^1^t�^�^� yM�'�`eP 1y\o ryy,���`e0 1�M ryy�a'�`00 1y\^ y\o�ea`00 1�A^ ryrydo�ea`00 1�do ry�\o�4ea`ao 1y\o ry�\o�a� 1y\o FY 15-16 FV 16-17 FY 17-18 FY 15-16 FY 15-16 FY 15-16 FY 15-16 CENTR4L 5PN CA W W only and combined utilities W W only utilities Combined utilities Population Population 8 participants) participants)(8 participants) ( P P ) (37 partici ants 100,001-500,000 >500,000 (23 participants) (13 participants) Treatment O&M cost of wastewater services($]= Treatment 4&M cast MG Average daily production x 365 days MG=Million Gallons 23 TREATMENT O&M COST PER MG (vs. FY 16-17 DATA Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 5,000 I 4,500 4,345 4,000 3,933 3,853 3,500 n 3,000 0 2,500 J2,0471,9802248 ^61,983 2,000 1,914 �I 1,577 1,6121,599 1,59C 1,734 1,594 1,495 E 1,500 1,087 1,117 1,099 r 1,000 634 18 706 741 851 565 500 0 II y�y af^1 1^y y,�9 ye\e a\sc 1y\. 'Ly\o a\ac 1y\o 'Ly\o aac 1y\o y\. J`so lye\. 'lya. �ec 1y\a 'ly\. Jac 1y\a 'ly\o Jac 1y\. yJs y-1° �^ F1^ to is tr eP � tZ ee FY 15-16 FY 16-17 FY 17-18 FY 16-17 FY 16-17 FY 16-17 FY 16-17 ICFNLIIALS4N CA W W only and combined utilities W W only utilities Combined utilities Population Population (8 participants) (7 participants) (47 participants) 100,001-500,000 1500,000 (27 participants) (21 participants) Treatment O&M cast of wastewater services(M ]= Treatment D&M cast G Average daily production x 365 days 24 10 October 22, 2019 Regular ADM IN Committee Meeting Agenda Packet- Page 235 of 242 Page 160 of 164 10/16/2019 ENERGY CONSUMPTION FOR WASTEWATER TREATMENT: HOW IS IT CALCULATED? • Based on fuels which come into the treatment plant i?AWWA uW;ty -.enchmarking • Natural Gas • Electricity =T 1= • Landfill Gas • Diesel _ l • Challenging to compare between plants with and without on-site electricity generation using natural gas • With and without waste heat boiler scenario tries to account for energy recovered from sludge 25 FUEL INTO TREATMENT PLANT UNDER TWO SCENARIOS: CURRENT CONTRALFG:-90,000,( DCENTRALSAN k CENTRAL • 3/ 1­<ti Total = -530,000,000 kBTU/year Benchmark: --36,000 kBTU/MG •NG •LFG Electricity(imported) Fuel Oil NG=Natural Gas 40 LFG=Landfill Gas 26 11 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 236 of 242 Page 161 of 164 10/16/2019 FUEL INTO TREATMENT PLANT UNDER TWO SCENARIOS: IMPORT ALL ELECTRICITY 0,000,000 kBTU •0 000 000 kBTLJ m DICENTRALSAN CONTRACENTRAL • •0 - e�� <1 r Total=—320,000,000 kBTU/year Benchmark: —22,500 kBTU/MG NG LFG 0,4-1.00 Electricity(imported) Fuel Oil NG=Natural Gas LFG=Landfill Gas 27 MOTIVATION FOR PRODUCING ELECTRICITY ON-SITE $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 $0.00 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 t On-site generation and PG&E � Purchased Exclusively from PG&E PG&E=Pacific Gas and Electric '1z 12 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 237 of 242 Page 162 of 164 10/16/2019 ENERGY CONSUMPTION (vs. FY 15-16 DATA) Central San Survey(California) AWWA Survey(Nationwide FY 15-16 data) 60,000 51,133 n 50,000 48,222 d 295 45,505 22,500 kBTU/year*MG m 40,373 (approximate energy used by Central San 2x 40,000 ,42 '64(8 if electricity were imported) s 925 >' 30,000 c 23,347 23,835 24,664 n E - -4Q964_____ 18,742____ _78,818___ ____/______________________________ 20,000 18,025 U 14,120 14,055 12,629 12,635 12,579 I I I f 9,i8 8,021 I 1 I 7,412 I 2 5,015 ,�S I S I 6,1 2 9546 6rl 4 5r1 m 10,000 W 0 o. a`ac 1•'\0 •'\e ea`so 14'- '4' aa`ao 1yM 'ly\^ Dao 1•'\. 'l•'\. aeo 1�'d• •incl.steam CA W W only and combined utilities FY 15-16 FY 15-16 FY 15-16 FY 15-16 O'cl.steam (9 participants) i CENTRAL SAN W W only utilities Combined utilities Population Population (8 participants) (37 participants) 100,001-500,000 >500,000 (23 participants) (13 participants) Energy Cansulnprion:Wastewater� kBTtJ 1 yea r•MG Energy consu mption(rased an purchases of efectriclty,n a t uraigas,rind other fuels(k8TU) Average daily flow(MGR)•365 29 ENERGY CONSUMPTION (vs. FY 16-17 DATA) Central San Survey(California) AWWA Survey(Nationwide FY 16-17 data) 60,000 F � 51,133 `m 50,000 48,222 i 295 45,505 22,500 kBTU/year*MG Y 40,000 40,373 428 (approximate energy used by Central San ,641 if electricity were imported) 925 30,000 p 23,347 23,835 24,664 18,9.81____ -18742____ _.�,9.�___ ___________________________________ 20,000 16,025 � 14,120 14,055 10,065 13,865 13,926 0 10,000 I �.137,3 4 8'�5 5i5704910�27�2 5.�3 0 •incl.steam FY 16-17 FY 16-17 FY 16-17 FY 16-17 excI.steam CA W W only and combined utilities W W only utilities Combined utilities Population Population / .I CENTRALSAN (9 parUcipants) (10 participants) (60 participants) 100,001-500,000 >500,000 (31 participants) (26 participants) xeru EnergyCan"mption:Wasrewater� ) year•MG Energy carisu mption based an purchases of efectrielty,Ti mural gag.and other fuels(k8TU) Average daily flow(MGD)•365 30 13 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 238 of 242 Page 163 of 164 10/16/2019 STEPS TOWARD BENCHMARKING STUDY IMPROVEMENTS • Engage with AWWA Utility Benchmarking Survey Advisory Committee • Refine into a more useful tool for performance measurement • Make the valuable data AWWA collects more easily interpretable • Benchmark periodically to continue to have consistent data gathering both internally and from other CA agencies • Consider identifying similar collection systems within CA to compare to Central San and expanding list of benchmarks CONCLUSIONS • Benchmarking is subjective with an imperfect framework •This study can still be a tool to recognize strengths and weaknesses • Over time, value of benchmarking survey data may improve if • Definitions are refined • Participants commit to data validation • Participants ensure consistent application of the definitions • In the meantime, Central San will keep striving for excellence • To see positive trends in performance compared to itself over the years • To see favorable comparisons with other agencies ..; CENTRALSAN 14 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 239 of 242 Page 164 of 164 10/16/2019 QUESTIONS? CENTRALSAN 15 October 22, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 240 of 242