1. CD FY09 Tactical Plan Review FY09 Tactical Plans for ES&H Amy Pavnica September 26, 2008

2. CD FY09 Tactical Plan Review 2 FY09 Tactical Plan for ES&H Relevant Strategic Plan(s): –FY09 Plan for ES&H –Strategic Plan for ES&H Tactical Plan Leader: Amy Pavnica Organizational Unit home: CDO

3. CD FY09 Tactical Plan Review 3 FY09 Tactical Plan: Strategies and Goals Tactical Plan Strategies –Prioritize all procedures –Internal Program Auditing –Federal Electronics Challenge –CD Tracks Tactical Plan Goals –Procedure Formalization: Standardize all existing ES&H procedures to meet the expectations of ISO 14001 and 18001. –Internal Program Auditing: Perform internal audits on six existing CD ES&H Programs and document/correct findings. –FEC: Achieve CY2008 goals for procedure development for desktop/laptop purchasing and setup. –CD Tracks: Provide an ES&H related article in each issue.

4. CD FY09 Tactical Plan Review 4 FY09 Tactical Plan: Objectives Tactical Plan Objectives –Procedure Formalization: This will support our ISO Certifications and keep our documentation controlled. –Internal Program Auditing: Supports our ISO Certifications. Keeps programs up-to-date and workable. –FEC: The objective is to “green” our desktop/laptop computers/monitors and reduce energy consumption and waste. Helps to improves our image to the public. It will also keep us in compliance with the mandated Executive Order. –CD Tracks: Bring “at-home” and “at-work” ES&H issues to the forefront.

5. CD FY09 Tactical Plan Review 5 FY09 Tactical Plan: Past Action Items Resolution of Past Action Items –Recognition and reward program for employees with good ideas or Exemplary behaviors with respect to safety, health or the environment. Budget has put some limitations on this. –Start to create a formal Environment Management System for the division – within the framework that the lab sets for this. Procedures are being written, formalized and controlled. –Improve Machine Shop Training. Now a lab-wide initiative. Formed an ad-hoc group to resolve. –Play a major role in getting Federal Electronics Challenge (FEC). Applied for and received bronze award from FEC. Working on completing ’08 goals and applying for silver award. –Increase our recycling effort for FCC, which will include plastic, glass, Aluminum. Done –Housekeeping – clear our areas of unwanted chemicals Done

6. CD FY09 Tactical Plan Review 6 Service Activity: Internal Auditing (1 slide per service activity in the Tactical Plan) Key Metrics 1.Perform audits on 6 existing ES&H Programs/document findings by October 1, 2009. Impact will be dependent on the number and what type of findings that need corrective actions. If not met, program may not be suitable to prevent ES&H incidents. ISO Certification will be at risk. What is it? (tickets clear per month, service uptime, service request response time,…) Goal level – planned vs actual. Impact high or low, felt by whom, if level not met 2.http://www-esh.fnal.gov/owa_user/fnal_indicators.html 3.Leading/Lagging indicators will remain in “Outstanding” range Issues and Risks (specific to this activity, includes allocation impact) 1.Corrective actions to findings will increase workload to those who are responsible. Corrections may be a quick fix or may involve several additional hours of work. [Brief oral description to provide context.] Goals Related to this Activity [from Tactical Plan] –1. New goal with a #1 priority

7. CD FY09 Tactical Plan Review 7 Service Activity: CD Tracks (1 slide per service activity in the Tactical Plan) Key Metrics 1.Provide a monthly ES&H related article to CD Tracks. Include ES&H articles that are work related, as well as home related. Shows employees that it is their well-being that is most important, whether at home or at work. 2.http://computing.fnal.gov/cdtracks/ Issues and Risks (specific to this activity, includes allocation impact) 1.No risks with meeting this goal. [Brief oral description to provide context.] Goals Related to this Activity [from Tactical Plan] –1. Existing goal with a #1 priority

8. CD FY09 Tactical Plan Review 8 Project Activity: Formalize ES&H Procedures (1 slide per project activity in the Tactical Plan) [Brief oral description to provide context.] Goals Related to this Activity [from Tactical Plan] –1. Transfer current procedures to a procedural template, along with a cover sheet, requiring dept. head signature and division head signature. All procedures, are then scanned in and uploaded into DocDb. –Existing goal with #1 priority Key Milestones 1.Complete two per month Impact is low to medium, as review and signature from Division Head and appropriate Department Head will be required. 2.http://cd-docdb.fnal.gov/ 3.Complete two per month Issues and Risks (specific to this activity, includes allocation impact) 1.Occasionally it is difficult to get the needed signatures from Division and Department Head due to workloads and schedules.

9. CD FY09 Tactical Plan Review 9 Project Activity: Federal Electronics Challenge (1 slide per project activity in the Tactical Plan) [Brief oral description to provide context.] Goals Related to this Activity [from Tactical Plan] –1. Play a major roll in achieving CY2008 goals for procedure development for desktop/laptop purchasing and setup, achieving strategic objective of reducing power consumption and generation of waste. –Existing goal with #1 priority Key Milestones 1.Complete all 2008 goals and submit accomplishments to FEC for a silver award Impact is high to the laboratory, as current habits and culture will have to be shifted to achieve these goals 2.Complete goals by December 31, 2008 Issues and Risks (specific to this activity, includes allocation impact) 1.Time consuming effort requiring regular meetings and follow-up 2.Heavily dependent on the effort of other D/S

10. CD FY09 Tactical Plan Review 10 FY09 Resource Request, Preliminary Allocation Level 0 Activity: ES&H Example table from budget spreadsheet…. FY09 Tactical PlanActivity Level 1 FTE Request At Activity Level 1 M&S Request At Activity Level 1 FTE Allocation At Activity Level 1 M&S Allocation At Activity Level 1 ES&HGeneral Safety15,000 PPE1,000 Ergonomics Emergency Weather Warning System Travel 5,000 Total 1$21,000

11. CD FY09 Tactical Plan Review 11 Impact of Preliminary Allocation The tentative allocations for all listed activities should assist in meeting our goal of successfully integrating ES&H with day to day activities.

12. CD FY09 Tactical Plan Review 12 Template Guidance: (not part of the presentation) Activity = Activity Level 1 or lower explicitly listed in Tactical Plan Activities have been classified in Tactical Plans as either being more Project-like or Service-like Projects: finite defined lifetime, defined deliverable. Includes R&D work. A.k.a Upgrades, … Services: same operation or task repeatedly. A.k.a. Operations, Maintenance, Support, … Whether an activity is a project or service determines which format slide to use later. Terminology Obligation Budget: Allocated budget. This may differ from the budget request. YTD Obligations: Fully incurred expenses. Does not include RIPs, Req.s in CD, etc. Current FY08 Forecast: Estimate of all obligations to be incurred by the end of FY08. M&S: Equipment + Operating. Operating includes Travel, Material Purchases, Professional Services (contractors), Maintenance (licenses), and Other. RIP: Requisitions in Progress