Prioritized Scheduling and Managing of All Utility Work

2. Prioritized Scheduling and Managing of All Utility Work • Utility Characteristics • Historical Concerns • Improvement Goals • Process Teams • Implementation of CrewManager • Benefits Achieved • Future Enhancements

3. Utility Characteristics Silicon Valley Power, City of Santa Clara, CA. • 19 sq. mile service territory • 145 employees • Peak load of 460 MW • 50,000 meters • 490 circuit miles of T&D • 22 Substations • Own or JPA in 390 Mw’s of Generation

4. Historical Concerns • Workload exceeds available resources • Constant change in work priorities • High percentage of reactive work • Lack of coordination between departments • No job status, actual man-hours, or job history

5. Objective • Automate and measure Workflow processes • Annual Work Plan aligned with entire utility workforce • Complete jobs within planned schedule • Job progress visible throughout the organization • Historical data to improve planning • Link Strategic – Annual – Daily Plans

6. Step 1: Automate the Workflow Process • Map the workflow of all core utility business processes • Purchase and install software (CrewManager) • Create templates by typical work types • Convert existing job data into CrewManager • Train Managers, Workgroup Leaders, and End Users

7. T&D Construction Estimating Meter Engineering Work Center Leaders Daily - Plan, communicate, implement Weekly - Schedule management Quarterly – Key Performance Indicators Substations Work Flow Process Automated in Crew Manager Mapping • Core Process • Safety • Reliability • Capacity • New Business Initiate Design Construct Prioritize Schedule Close out Prioritize Schedule Customer Core Process Managers Weekly: * Monitor progress * Resolve schedule and priority conflicts Quarterly * Annual Operating Plan Updates a) Schedule Attainment b) Key Performance Indicators Internal External

8. Work Type Templates • Standardize the process • Simplify measures

9. Step 2: Plan, Prioritize, Measure All Utility Work • Plan and prioritize all annual work by work category • Carryover work • Compliance requirements • Trends identified in Crew Mgr reports from prior years • New projects and initiatives • Economic Development studies • Match estimated manhours to the utility’s workforce

10. Annual Planning Tool in Crew Manager

11. Labor Hours by Work Type . 35

12. Step 3: Ongoing Prioritizing, Scheduling, Monitoring & Reporting • Weekly meetings; Managers and Workgroup Leaders • Prioritize and schedule new work • Correct past due work • Quarterly review of Key Performance Indicators • % of planned vs. reactive work • % of jobs completed on time • Estimated vs. actual manhours by work type

13. Planning, Prioritization & Scheduling

14. Crew Schedule Core Process groups identified by color scheduled work Ability to search by any field - location – job number – type of work, etc.

15. All work elements of this job. Required Work

16. Future Opportunities and Direction • Feedback Loop- Continuous Improvement • Benchmarking • Estimate Fine Tuning • Process Improvement • Employee information • Training records • Credentialing • Licensing • Emergency information • Time Cards • Link accounting to work templates • Timecard info import to CrewMgr & Payroll

17. Prioritized Scheduling & Managingof All Utility Work Questions?