What Clients Receive
Board-Ready Advisory Deliverables
Every engagement produces written, decision-ready deliverables. Preview representative sample formats below — each opens in a document viewer with example pages. All samples use illustrative content only; no client information is shown.
How Findings Stay Organized
See How Renew/Well Creates Infrastructure Visibility
A representative view of how advisory findings are organized for executives and boards — scorecards, risk registers, capital oversight, accountability, and monitoring in one working picture. Select a module to explore.
Executive Overview
The single view a city manager or executive opens first — what needs attention, what is moving, and what has been resolved.
Recent Advisory Actions
- Verified utility maintenance records against field observations for two service areas
- Issued capital-project schedule variance memo for executive review
- Updated risk register following vegetation management progress
Utility Performance
Scorecards summarize condition and performance by category — the categories executives need to track.
| Category | Score | Trend | Status |
|---|---|---|---|
| Reliability | 78 / 100 | Improving | Stable |
| Asset condition | 61 / 100 | Flat | Watch |
| Emergency preparedness | 82 / 100 | Improving | Stable |
| Capital execution | 54 / 100 | Declining | Action |
| Financial visibility | 67 / 100 | Improving | Watch |
| Public communication | 73 / 100 | Flat | Stable |
Infrastructure Risk
A live risk register keeps likelihood, consequence, and recommended action in one place — and keeps ownership visible.
| Risk category | Likelihood | Consequence | Priority | Recommended action | Status |
|---|---|---|---|---|---|
| Aging feeder segment | High | Major | P1 | Sequence replacement in capital plan | Open |
| Vegetation backlog | Medium | Moderate | P2 | Verify contractor completion records | In progress |
| Emergency contact tree outdated | Medium | Moderate | P2 | Refresh and table-top exercise | Resolved |
| Capital reporting gaps | High | Minor | P3 | Standardize monthly variance report | Open |
Capital Projects
Independent oversight of capital projects — budget, schedule, scope confidence, and the decisions leadership actually needs to make.
| Project | Budget | Schedule | Scope confidence | Procurement | Risk |
|---|---|---|---|---|---|
| Substation upgrade | On budget | −6 wks | Medium | Awarded | Watch |
| Distribution hardening — Ph. 1 | On budget | On track | High | Awarded | Low |
| Pump station rehabilitation | +8% | −3 wks | Medium | Change order pending | Decision required |
| SCADA modernization | On budget | On track | High | RFP drafted | Low |
Accountability
Every finding is assigned. Every action has a due date and a supporting record — so follow-through is visible, not assumed.
| Responsible party | Required action | Due | Supporting record | Status | Escalation |
|---|---|---|---|---|---|
| Utility operator | Provide feeder inspection records | Q3 | PIA request #14 | Awaiting | Level 1 |
| Contractor | Close out vegetation work orders | Q3 | Work order log | In progress | — |
| City staff | Adopt monthly variance reporting | Q4 | Advisory memo 07 | Complete | — |
| Engineering partner | Certify field survey findings | Q3 | Survey report v2 | Complete | — |
Recommendations
Prioritized recommendations, grouped by horizon — so leadership always knows what is immediate and what belongs in the capital plan.
Immediate
- Request feeder inspection and maintenance records for the North Service Area
Near term
- Verify contractor vegetation management completion against invoiced work
Capital planning
- Sequence feeder replacement ahead of projected load growth
Governance
- Adopt a standing quarterly infrastructure review with the council
Monitoring
- Track SAIDI/SAIFI quarterly against PUCT benchmarks and peer utilities
Monitoring
An assessment is a snapshot. Monitoring keeps recommendations, risks, and corrective actions visible after the initial engagement ends.
| Item | Source | Cadence | Last review | Status |
|---|---|---|---|---|
| Feeder replacement sequencing | Risk register P1 | Monthly | This period | Open |
| Reliability metrics vs. benchmark | Scorecard | Quarterly | This period | Stable |
| Capital variance reporting | Recommendation G-2 | Monthly | Last period | Adopted |
| Utility record requests | Accountability tracker | Biweekly | This period | Awaiting |
Executive Briefing
Findings are delivered as board-ready briefings — written for councils, boards, and executives, not for technical file drawers.
Quarterly Infrastructure Review — Executive Summary
Overall infrastructure visibility improved this quarter. One priority risk remains open pending utility records; two capital projects require executive attention on schedule variance.
Decisions Requested of Leadership
1. Approve change-order review position for pump station rehabilitation.
2. Confirm escalation of outstanding utility record requests.
Next Period Outlook
Monitoring focus: feeder sequencing, vegetation close-out verification, and quarterly reliability benchmarking against peer utilities.
This is not an off-the-shelf software product. It illustrates how Renew/Well organizes findings, risks, projects, recommendations, and monitoring information during an advisory engagement. Technology supports the advisory work — judgment, verification, and accountability remain with our advisors.