Executive Summary
Portfolio-level performance overview · Q3 FY 2025–2026 · Jan – Mar 2026
Mock-up Data
$253.4M
Total Portfolio Budget
$125.5M spent (50%)
32
Active Projects
24 on track · 8 at risk/critical
9/17
KPIs On Track
7 need attention
0
Safety Record
Recordable incidents YTD
+3 vs prior
7
Open / Critical Risks
8 open · 3 critical
View Risk Register →
Monthly CIP Spend ($ Millions)
Planned vs. Actual · Q3 FY 2025–2026
Planned Actual
Project Budget vs. Spend by Phase
Engineering CIP projects · $ Millions
KPI Status Overview — All 17 Indicators
Tier 1 (PMO Effectiveness) + Tier 2 (Project Outcomes) · Q3 FY 2025–2026 · Sparklines show Q1→Q4 trend
9 On Track
1 Monitor
7 At Risk/Below
KPI
Current
Q1→Q4 Trend
Status
Tier 1 — PMO Effectiveness
Template Adoption Rate
72%Tgt: 80%
On Track
Baseline Establishment Rate
85%Tgt: 100%
Monitor
Training Sessions Completed
7Tgt: 10
At Risk
Lessons Learned Sessions
4Tgt: 6
At Risk
Portfolio Reporting Coverage
90%Tgt: 100%
On Track
Tier 2 — Project Outcome KPIs
Capital Spending Rate
Financial
82%>= 85%
On Track
Capital Call Accuracy
Financial
78%>= 90%
Below Target
Budget Adherence — PDR
Financial
77%>= 85%
Below Target
Design Schedule Adherence
Schedule
80%>= 85%
On Track
Construction Schedule Adherence
Schedule
75%>= 85%
Below Target
Change Order Ratio — Design
Scope
4%<= 5%
On Track
Change Order Ratio — Construction
Scope
6%<= 10%
On Track
Change Order Ratio — CM
Scope
3%<= 5%
On Track
Design Scope Amendment Ratio
Scope
3%<= 5%
On Track
Stakeholder Satisfaction
Stakeholder
88%>= 95%
Below Target
Member Agency Outreach
Stakeholder
8>= 10
Below Target
Safety Incidents
Safety
0<= 0
On Track
Sparkline scale:Q1Q2Q3Q4(proj)
Active Project Portfolio — All Departments
32 active projects across 9 departments · Q3 FY 2025–2026
| ID | Project Name | Phase | PM | Budget | Spent | Schedule % | Status |
|---|---|---|---|---|---|---|---|
| ENG-001 | Chino Basin Groundwater Recharge Expansion Engineering | Construction | J. Martinez | $42.5M | 73% | 78% | On Track |
| ENG-002 | Regional Recycled Water Pipeline Expansion Engineering | Construction | S. Patel | $18.7M | 34% | 92% | On Track |
| ENG-003 | Regional Water Treatment Plant Upgrade Engineering | Construction | R. Thompson | $67.0M | 73% | 85% | On Track |
| ENG-004 | Wastewater Biosolids Management Facility Engineering | Design | L. Chen | $9.2M | 20% | 95% | On Track |
| ENG-005 | Inland Feeder Pipeline Rehabilitation Engineering | PDR | A. Rodriguez | $15.3M | 27% | 70% | On Track |
| ENG-006 | Water Reclamation Plant Expansion Engineering | Design | K. Williams | $22.1M | 32% | 65% | On Track |
| ENG-007 | Chino I Sewer Interceptor Rehabilitation Engineering | Construction | M. Johnson | $23.4M | 13% | 88% | On Track |
| ENG-008 | IEUA Admin Campus Solar & Microgrid Engineering | PDR | D. Garcia | $5.6M | 41% | 82% | On Track |
| IT-001 | SCADA System Modernization Information Technology / Operational Technology | Implementation | C. Nguyen | $8.9M | 80% | 65% | On Track |
| IT-002 | ERP System Upgrade (Oracle Fusion) Information Technology / Operational Technology | Implementation | B. Kim | $3.2M | 44% | 88% | On Track |
| IT-003 | Cybersecurity Zero-Trust Architecture Information Technology / Operational Technology | Planning | T. Okafor | $1.8M | 17% | 95% | On Track |
| CP-001 | Procurement Policy Modernization Contracts & Procurement | Implementation | F. Alvarez | $0.4M | 50% | 90% | On Track |
| CP-002 | Vendor Management System Implementation Contracts & Procurement | Implementation | G. Santos | $0.7M | 57% | 72% | On Track |
| CP-003 | Master Services Agreement Consolidation Contracts & Procurement | Planning | F. Alvarez | $0.2M | 25% | 100% | On Track |
| CS-001 | PFAS Compliance Program Compliance and Sustainability | Implementation | N. Reyes | $12.5M | 30% | 60% | On Track |
| CS-002 | GHG Emissions Reduction Plan Compliance and Sustainability | Planning | P. Morales | $0.6M | 17% | 95% | On Track |
| CS-003 | Stormwater Permit Compliance Upgrade Compliance and Sustainability | Implementation | N. Reyes | $1.9M | 42% | 85% | On Track |
| PR-001 | 2045 Integrated Water Resources Plan Planning and Resources | Planning | H. Yamamoto | $1.2M | 33% | 92% | On Track |
| PR-002 | Urban Water Management Plan Update Planning and Resources | Planning | V. Castillo | $0.5M | 40% | 100% | On Track |
| PR-003 | Water Rate Study & Tiered Structure Design Planning and Resources | Planning | H. Yamamoto | $0.3M | 50% | 75% | On Track |
| LAB-001 | LIMS Upgrade & Automation Integration Laboratory | Implementation | Q. Park | $0.9M | 33% | 88% | On Track |
| LAB-002 | ISO 17025 Accreditation Expansion Laboratory | Implementation | W. Torres | $0.4M | 25% | 95% | On Track |
| LAB-003 | Advanced Water Quality Monitoring Network Laboratory | Planning | Q. Park | $2.1M | 10% | 100% | On Track |
| FIN-001 | 10-Year Capital Financing Plan Finance | Planning | E. Washington | $0.3M | 33% | 100% | On Track |
| FIN-002 | Revenue Bond Issuance — Series 2026 Finance | Implementation | I. Nakamura | $0.5M | 40% | 90% | On Track |
| FIN-003 | Grant Management Program Finance | Operations | E. Washington | $0.2M | 50% | 95% | On Track |
| OM-001 | Asset Management System Implementation Operations & Maintenance | Implementation | R. Flores | $2.4M | 46% | 85% | On Track |
| OM-002 | Pump Station Rehabilitation Program Operations & Maintenance | Construction | J. Hernandez | $5.6M | 41% | 82% | On Track |
| OM-003 | Preventive Maintenance Program Optimization Operations & Maintenance | Implementation | R. Flores | $0.5M | 40% | 90% | On Track |
| WR-001 | Drought Contingency Plan Update Water Resources | Planning | O. Blackwell | $0.4M | 25% | 95% | On Track |
| WR-002 | Groundwater Banking Program Expansion Water Resources | Planning | S. Okonkwo | $3.5M | 23% | 70% | On Track |
| WR-003 | Imported Water Supply Reliability Study Water Resources | Planning | O. Blackwell | $0.6M | 25% | 90% | On Track |