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5.5. ERMUSR 05-20-2014 Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: Elk River Municipal Utilities Commission Theresa Slominski—Finance & Office John Dietz—Chair Manager Al Nadeau—Vice Chair Daryl Thompson—Trustee MEETING DATE: AGENDA ITEM NUMBER: May 20, 2014 5.5 SUBJECT: Performance Metrics Update BACKGROUND: Following adoption of the Commission adopted Performance Metrics program in December 2012, we will be tracking the progress for 2014, to be awarded in 2015. This is a company performance based program designed to incentivize employee commitment towards the company's success. Divided into categories representing core values of the company and again into sub-categories that are quantifiable, this program is designed to track goals that require companywide support of the employees to continually achieve. When the employees work together as a team to achieve these goals, the company recognizes a corresponding increase in value to our customers. DISCUSSION: At close of the fiscal 2014 year, and completion of the audit,the final score card would be evaluated and presented to the Commission for awarding the related bonus in 2015. We will track the progress of the company and the related score card quarterly throughout 2014. This will help to keep the Commission and employees informed of our success/failure throughout the year and will also help with budgeting for the 2015 year. The scorecard is attached, projecting scores that have known components at this date, and with some notes for the first quarter results. ACTION REQUESTED: None, this is for information only. ATTACHMENTS: • Performance Metrics and Incentive Compensation Policy Score Card- 2014 W P► P O N E A E O 8 1 � ., . I 3` Page 1 of 1 NATURE Reliable Public Power Provider P O W E R E D T 0 S E R V E 114 Elk River Municipal Utilities Performance Metrics and Incentive Compensation Policy Score Card-2014 Awarded Category Percent Sub-Category Sub-Percent Goal Score Multiplier Percentage Notes as of 3/2014 Water Quality Standards 15 Meet Requirements net requ Safety,Reliability CAIDI 5 <120 Min and Quality of 30 on target 21.77 Utility Services SAIDI 5 <90 Min on target 0.29 SAIFI 5 <0.5 on target am Customer Satisfaction 10 >85% tbd Customer Satisfaction survey still to be completed for 2014 Customer Service Employee Turnover 10 <7.5% on target 0.0% and Employee 30 Development Participation in Recommended 10 v 95% and Mandatory Trainings needs improvement 93% Margins/Net Profit 20 >Budget Maybe as of 3/14:electric below budget(PCAs are the impact),and water above budget Financial Goals 40 Reserves 10 <Target on target both electric and water reserves above target levels Inventory Accuracy 10 >95% tbd as of 1st qtr water(100%),electric(91%),security tbd Total Multiplier: Approved December 12,2012 115