File #: 2021-1470    Version: 1 Name:
Type: Non-Consent Status: Filed
File created: 2/8/2021 In control: BOARD OF DIRECTORS
On agenda: 2/17/2021 Final action: 2/17/2021
Title: STRATEGIC PLAN WORKSHOP
Sponsors: Jim Herberg
Attachments: 1. Agenda Report, 2. Budget and Fiscal Policy Paper_2021, 3. Cyber Security Policy Paper_2021, 4. Property Management Policy Paper_2021, 5. Resilient Staffing Policy Paper_2021, 6. Safety and Physical Security Policy Paper_2021, 7. Strategic Plan November 2019
Related files: 2021-1398, 2021-1520, 2021-1576, 2021-1871, 2021-1616, 2021-1726, 2021-1956, 2021-1824

FROM:                     James D. Herberg, General Manager

                     

SUBJECT:

 

title

STRATEGIC PLAN WORKSHOP

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GENERAL MANAGER'S RECOMMENDATION

 

recommendation

RECOMMENDATION: 

Information Only.

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BACKGROUND

 

The Orange County Sanitation District (Sanitation District) is updating its Strategic Plan.  The Strategic Plan is a policy level roadmap which defines the future desired state of the agency and lays out initiatives to move toward that desired state.  The Strategic Plan is intended to be a living document that is adjusted to meet new needs or regulations faced by the Sanitation District.

 

There are 14 individual policy areas which comprise the overall Strategic Plan.  The policy statements were developed by the Executive Management Team based on input previously provided by Board Members and staff.  The Board’s input and direction is critical in developing and updating the Strategic Plan.  In order to create a common understanding of the existing Strategic Plan and to receive input, each policy area will be presented individually over three Board of Directors’ workshops as follows:

 

February 17, 2021

                     Budget Control and Fiscal Discipline

                     Cybersecurity

                     Property Management

                     Resilient Staffing

                     Safety and Physical Security

 

March 17, 2021

                     Asset Management

                     Energy Independence

                     Climate and Catastrophic Event Resiliency

                     Water Reuse

                     Chemical Sustainability

 

April 21, 2021

                     Emerging Pollutants (Constituents of Emerging Concern)

                     Biosolids Management

                     Environmental Water Quality, Stormwater Management and Urban Runoff

                     Food Waste Treatment - energy, capital, operations, regulations, policy

 

Staff intends to finalize the items and compile them into a draft Plan for formal adoption in October/November of this year.  The adopted Strategic Plan will be the basis of Fiscal Year 2022-23 and 2023-24 budget development.

 

RELEVANT STANDARDS

 

                     Maintain and adhere to appropriate internal planning documents:  Strategic Plan

                     Sustain 1, 5, 20-year planning horizons

                     Build brand, trust, and support with policy makers and community leaders

 

PROBLEM

 

The current Strategic Plan was adopted by the Board of Directors in November 2019 and is currently in effect.  The strategic planning process is intended to be reviewed every two years to make necessary adjustments due to new issues of concern for the Sanitation District.

 

PROPOSED SOLUTION

 

Solicit and incorporate the Board of Directors’ input in the development of the proposed Strategic Plan document.

 

PRIOR COMMITTEE/BOARD ACTIONS

 

January 2021 - Steering Committee reviewed the Strategic Plan development outline.

 

ATTACHMENT

The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package:

 

                     Orange County Sanitation District Budget Control and Fiscal Discipline Policy Statement

                     Orange County Sanitation District Cyber Security Policy Statement

                     Orange County Sanitation District Property Management Policy Statement

                     Orange County Sanitation District Resilient Staffing Policy Statement

                     Orange County Sanitation District Safety and Physical Security Policy Statement

                     Orange County Sanitation District Strategic Plan November 2019