HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 05/13/2008 - REPORT ON UTILITIES MARKET RESEARCH DATE: May 13, 2008 WORK SESSION ITEM
STAFF: Brian Janonis FORT COLLINS CITY COUNCIL
Patty Bigner
SUBJECT FOR DISCUSSION
Report on Utilities Market Research.
EXECUTIVE SUMMARY
The purpose of this discussion is to provide information to Council related to the Utilities Market
Research, conducted in 2007. The research included Customer Satisfaction Surveys of residential
and commercial customers and a Benchmark Study to determine market data on customer service,
as well as information on the scope of services offered by peer utilities.
GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED
This presentation is to provide background and information on the detailed findings of the research
project.
BACKGROUND
Periodically,Utilities conducts comprehensive market research to benchmark customer satisfaction
factors,identify areas for improvement,gauge interest in new products and evaluate awareness and
acceptance of existing programs and services.
In 2007, Utilities contracted with R.W. Beck Inc. for two market research projects using a
methodology that assures statistically valid results. The first was comprised of telephone surveys
of residential and commercial customers to continue the practice of periodic customer satisfaction
research. The second project initiated a benchmarking study designed to provide information about
best practices in delivery of customer service as well as customer-focused programs such as energy
efficiency, water conservation and web-based services.
Utilities management began discussion of the research during summer 2007 in order to determine
those areas for immediate response and those that require planning at a more strategic level. Using
a data-based approach to utility management, staff is now addressing key areas that will maintain
and/or enhance Utilities' historically high customer satisfaction levels.
This presentation has not been taped;however a complete set of slides is attached to this summary.
Lynn Adams, a consultant from R.W. Beck, will summarize the findings at the work session.
Council Briefing
Market Research Et Benchmarking
Customer Facing Functions City of Fort Collins
Utilities
Comprehensive Overview
Customer Facing Functions :
• Customer Satisfaction
• Customer Service
Customer Communications
Market Research
Customer Satisfaction Et Perceptions
Customer Information Objectives
• Customer satisfaction with electric , water ,
wastewater and stormwater services
Attitudes toward renewables and conservation
Customer interest in new products
Track trends from previous surveys ( 19990 2002 )
Survey Methodology
How
• Systematic sampling of Fort Collins Utilities database of current residential electric
customers
• Entire database of commercial customers , augmented with a purchased list of
businesses located within the City of Fort Collins
• Telephone survey
• When
• Surveys conducted between January 31 and February 27 , 2007
• Who
• 402 residential customers
400 general business and commercial customers ( excluding Key Accounts )
• Statistics
• Frequencies Et Cross - tabulations ; significance testing
• Sampling error . A random sample of 400 has a worst - case 95 percent confidence
interval of plus or minus 4 . 9 percent about any one reported percentage .
Research5 Fort Collins Utilities Market 00
Customer Satisfaction Analysis
Deliver on Promises Reliability
Situational
Service Factors
Quality
Willing to Help Response The utility
controls three of
the main
Inspiring Trust Assurance Product Customer determinants of
Quality Satisfaction customer
satisfaction :
service quality ,
Individual Care Empathy product quality
Price Personal and price .
Factors
Physical Attributes Tangibles
Source : Services Marketing, Valerie Zeithmal
and Mary Jo Bittner, 1996
Research11001
6 1 Fort Collins Utilities Market 00
Customer Service Evaluation
A Delighted ♦ World Class
Customers '
6 Acceptable Expectation
♦ Customers '
C Threshold
Unacceptable
F L]IL
Customer expectations increase for a variety of reasons . Customers expect
a minimum of ` 6 ' service and are delighted by `A ' service . Top performers
strive for 70% or more `A ' ratings and minimal ratings of ` C ' or below.
Research7 Fort Collins Utilities Market 00
Fort Collins Utilities : World - class Service
100 %
Commercial Residential
90 %
20 %
80 % 32 %
0
° 33 % 29 %
32 %
7 0 /o
0 46 % 35 %
60 %
34%
8 %
50 %
40 %
30 % -
■ A ❑ B
20 % '
10 %
0 %
Overall Electric Water Wastewater Storm Overall Electric Water Wastewater Storm
Water Water
Base : Commercial customer respondents : Residential customer respondents:
electric = 400; water= 179; wastewater= 178; electric = 402 ; water=257; wastewater=257 ;
stormwater =400 stormwater =402
UtilitiesFort Collins - Research era
Commercial customers continue to be extremely
satisfied with electric service .
Commercial
100 %
90 %
80 %
70 %
60 %
50 %
40 %
30 %
oB
20 % MA
10 %
0 % Base : Commercial customer
1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007 respondents= 400
Reliability of electric Power quality ; few Reasonable price Speed of electric Overall grade for
service ; few outages voltage fluctuations service repair & electric utility
or interruptions or surges service restoration `
"Don't know" and "Not used" responses were not included for "speed of repair" as responses require direct interaction with the Utilities.
A remarkable 97 percent of respondents give the electric utility an "A" or T95 grade overall .
ResearchJL
Fort Collins Utilities Market 00
Residential customers continue to be extremely
40
satisfied with electric service .
Residential
1 0 0 era
90 pro
a 0 pro
70 %
s 0 pro
50 % OB
40 % WA
30 %
20 %
10 %
0 %
1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007
Reliability of electric Power quality ; few Reasonable price Speed of electric Overall grade for
service ; few outages voltage fluctuations service repair and electric utility
or interruptions or surges service restoration "
Base:
"'Don't know" and "Not used" responses were not included for "speed of repair" as responses require direct interaction with the Utilities. Residential customer
respondents= 402
A remarkable 97 percent of respondents give the electric utility an "A" or T95 grade overall .
ResearchJL
10 Fort Collins Ultitities Market 00
Commercial customers are very satisfied with
water service .
Commercial
100%
90%
so%
70%
60%
50%
❑ B
40% A
30%
20%
10%
Not
asked
0%
1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007
Reliability; few Taste of the water Quality of the Reasonable price Safety of drinking Overall grade for
water service water: pure and water WATER service Base :
interruptions clean
Commercial customer respondents= 179
Over 90 percent of survey participants grade the water utility an "A" or T overall .
ResearchI I Fort Collins Utilities Market 00
Residential customers are very satisfied with
water service .
Residential
100%
90%
80%
70%
60%
50% ■ A ❑ B
40%
30%
20%
10%
Not
0% asked
1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007
Reliability; few Taste of the Quality of the Reasonable price Safety of drinking Overall grade for
water service water water: pure and water WATER service Base :
interruptions clean Residential customer respondents= 257
Over 90 percent of survey participants grade the water utility an "A" or T overall .
Research12 Fort Collins Utilities Market 00
Commercial customers express high levels of
satisfaction with their wastewater service .
Commercial
100%
90%
80%
70%
60%
❑ B
50%
■ A
40%
30%
20%
10% Not Not
asked asked
0%
1999 2003 2007 1999 2003 2007 1999 2003 2007 1999 2003 2007
Reliability, few breaks or Reasonable price Controlling odors at Overall grade for
backups caused BY the WASTEWATER facilities WASTEWATER service Base :
utility Commercial customer respondents= 178
Nearly nine out of ten customers give the Utilities an "A" or " B " overall for wastewater service .
Research13 Fort Collins Utilities Market 00
Residential customers express high levels of
satisfaction with their wastewater service .
Residential
100°ro
90%
a0%
70%
60%
❑ B
50%
■ A
40%
30%
20%
10%
Not Not
asked asked
0%
1999 2002 2007 1999 2002 2007 19997 2002 2007 1999 2002 2007
Reliability, few breaks or Reasonable price Controlling odors at Overall grade for WASTE
backups caused BY the wastewater treatment WATER service Base:
utility facilities Residential customer respondents= 257
Nearly nine out of ten customers give the Utilities an "A" or " B " overall for wastewater service .
Research14 Fort Collins Utilities Market 00
Satisfaction with stormwater service lags the others
with respectable , but not world - class ratings .
Commercial
100%
90%
80%
70%
s0%
❑ B
50%
40% NA
30%
20%
10%
0%
1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007
Adequate Adequate Reasonable rate Overall Preparation for Overall grade for
protection from protection from and fee structure Maintenance of future growth STORM WATER
major floods local street the drainage service Base :
flooding system . Commercial customer respondents= 400
Research15 Fort Collins Utilities Market 00
Satisfaction with stormwater service lags the others
with respectable , but not world - class ratings .
Residential
100%
90%
80%
70%
s0%
❑ B
50%
40% ■ A
30%
20%
10%
Q%
1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007 1999 2002 2007
Adequate Adequate Reasonable rate Overall Preparation for Overall grade for
protection from protection from and fee structure Maintenance of future growth STORM WATER
major floods local street the drainage service
flooding system .
Base :
Residential customer respondents= 402
Researchz9-
00
Gap Analysis
Radial Graphs
Map customer perceptions of " importance " and
" performance "
Clear visual representation of gaps
Commercial customers feel the Utilities meets / exceeds
expectations on the most important factors .
Commercial Customers : Importance vs . Grade
Reliable service
100%
900
Programs to help you conserve Accurate bills
0%
70%
60%
50%
Infrastructure security Fast repairs/service restoration "
0%
30
2 °o
Environmentally conscious Company you can trust
Courteous customer service" Quality of Product delivered
Competitive price Importance Base : Commercial
"Don't know" and "Not used" responses were not included for these two f Grade Respondents=400
factors as responses require direct interaction with the Utilities.
For reliable service , accurate bills , being a trustworthy company , and product quality , the Utilities combined "A" and T "
grades closely match the percentage of respondents who feel each factor is "very" or "somewhat important . "
Research18 Fort Collins Utitities Market August 2007
Commercial customers feel the Utilities falls short of
meeting expectations i n a few areas .
The Utilities falls short of expectations on two factors .
Competitive prices
Environmentally conscious
Somewhat of a reflection of respondents answering " don ' t know "
rather than low grades
Likely indicates a communications gap
Infrastructure security shows a large gap
May be based to lack of knowledge about the Utilities
efforts
19 Fort Collins Utilities Market ResearchAugust . ,
0
Residential customers feel the Utilities meets / exceeds
expectations on the most important factors .
Residential Customers : Importance vs . Grade
Reliable service
t 00ON
o,
Programs to help you conserve Quality of Product delivered
0%
70%
60%
50%
Infrastructure security Accurate bills
0%
30
2 °o
Courteous customer service' Fast repairs/service restoration`
Environmentally conscious Company you can trust
Competitive price tlmportance
* "Don't know" and "Not used " responses were not included for these two f Rating
factors as responses require direct interaction with the Utilities .
Base : Residential Respondents=402 For reliable service , product quality, accurate bills , and being a trustworthy company , the
Utilities combined "A" and " B" grades are equal to the percentage of respondents who feel
each factor is "very" or "somewhat important . "
Research20 Fort Collins Utilities Market 00
- M
Residential customers feel the Utilities falls short of
meeting expectations i n a few areas .
Expectations are not met for the following .
Competitive prices
Environmentally conscious
Providing a high level of infrastructure security
Largely due to respondents answering " not applicable " or " don ' t know "
rather than actual dissatisfaction
Lower percentages of ` A / B ' grades and higher percentages of
" no answers " signal the need for more consistent customer
education / communication , particularly for those items they
rate as " very or somewhat important "
-
Renewabtes 8: Conservation
Customer perceive a higher level of " green " than exists .
Commercial Residential
2% 7%
1 % 4% 0 No renewables
18% ' 1 to 4 % 25%
� 5to10 %
11 % 38% Q 11 to 20 %
0 21 to 30 % 36%
s�io
1 o%
0 > 31 %
0 Don ' t know 8%
18% 13%
Base : All Commercial respondents= 400
Base: All Residential respondents= 402
Well over half of its customers think that the Utilities obtains at least five percent of its generation
from renewable sources .
ResearchI Fort Collins Utilities Market 00
Renewabtes 8: Conservation
Customers want even more renewables .
Commercial Residential
Don't know
3% Don't know
Generate less Generate less 4%
2% 1 %
Generate about the same
12% Generate about the same
14%
Generate more
83%
Generate more
81 %
Base : All Commercial respondents= 400
Base : All Residential respondents= 402
In the absence of cost implications , the current trend in high levels of interest in renewable sources
of energy appears to be strong in Fort Collins .
Research23 Fort Collins Utilities Market 00
Renewables
Customers ' favor renewable energy even air quality impact is regional .
Commercial Residential
❑ More likely to buy
❑ No impact on purchase
❑ Don ' t know
■ Less likely to buy
Base: All Commercial respondents= 400
Base: All Residential respondents= 402
The majority of respondents indicated that if their purchase of renewable energy decreased pollution regionally or nationally, rather than
locally, it would have no impact on purchase behavior. As only 2 % of commercial and 8% of residential customers surveyed currently
purchase renewable energy from the Utilities , this does not forecast a major increase in participation . However it appears that a change in
the Utilities ' program from locally-sourced wind should not have a negative impact on participation .
Research24 Fort Collins Utilities Market 00
Conservation
Conservation largely at the correct level although almost 25 % prefer more .
Commercial Energy Conservation Residential
Notenough
Notenough 22%
24%
About right
70%
Don't know
Don't know
3% 5%
Too much Too much
3% 2%
About right
71 %
Water Conservation Notenough
Notenough 19%
24%
Don't know
8%
Don't know
6% Too much
3%
Too much
4%
About right
66%
About right
70%
low- JANNEV-
Fort Collins - 11
Water
Customers understand water as a limited resource and attribute rising costs
to limited supply and competition for use .
Commercial Residential
100% - 100%
80% 80%
60% 60%
40% 40%
20% 20%
0% 0%
Rising Increase Rising labor Aging Competition for Limited amount Rising Rising labor Increased Aging Competition Limited
chemical costs regulations cost infrastructure water supply of water chemical costs cost regulations infrastructure for water amount of
supply water
■ Very important ❑ Somewhat important
■ Very important ❑ Somewhat important
Base: All Commercial respondents; 400
Base: All Residential respondents= 402
26 Fort Collins - 11
Water
Customers also expect water rates to continue to increase .
Commercial Residential
100% 100%
80% 80%
60% 60%
40% 40%
20% 20%
0% 0% -- I I � I I I L
Service Diminished water Environmental More frequent Increase in water Service Diminished water Environmental More frequent Increase in water
permanently quality violations water main rates
permanently quality violations water main rates
reduced breaks/sewer
backups reduced breaks/sewer
backups
■ Very likely ❑ Somewhat likely ■ Very likely ❑ Somewhat likely
Base: All Commercial respondents; 400
Base: All Residential respondents= 402
Additionally , customers think that service disruptions will occur more frequently if the aging water
and sewer infrastructure is not replaced .
Research27 1 Fort Collins Utilities Market 00
Product Interest
■ One - half of commercial customers express interest
in only two products
■ Support for facility design
■ Equipment incentives
■ Load Control
■ About one - half of residential customers who have central
air conditioning in their home express interest in
subscribing to a load control program offering a $ 25
incentive .
■ 58% of respondents have central a / c
Key Findings : Customer Satisfaction
Extraordinary levels of satisfaction from both
customer segments
Significant alignment of commercial and residential
segments
• Not surprising given that messaging overlaps both segments
Stormwater service ratings significantly lag those
for the other three services
• Several service attributes obtain world - class levels
of satisfaction
Key Findings : Customer Satisfaction ( cont . )
• Price satisfaction across all four utility services lags
behind most other attributes , often the case
Apparent resistance to tiered water rates among
residential customers
• Customer satisfaction related to price clearly trending
downward
Key Findings ,, Importance / Gap Analysis
• Gap in " green " is counter to public trends
• Largely due to customer ' s lack of knowledge , so
communication is key
Conservation
• Nearly one - quarter of respondents indicate that the
Utilities is not doing enough regarding energy and water
conservation
• Worth further exploration in the context of the Utilities '
stewardship mission
Key Findings ,, Importance / Gap Analysis ( cont . )
Generation
• Perception that percentage of renewable
generation is significantly higher than the actual
• Potential challenges if / when rates are increased
to pay for additional renewable resources
• A disproportionate share of customers think the
Utilities is close to attaining or has already
exceeded the current goal of 15 percent
Key Findings : Importance / Gap Analysis ( cont . )
Generation
Customers favor more renewable generation
Despite perception that percentage is already higher than actual
Indicates a strong alignment between the community values and City
Council ' s renewable directive
Fossil fuels are viewed unfavorably
Support for renewables does not always come with acceptance of
higher prices
A positive impact on national / regional ( rather than local ) air
quality appears to increase the likelihood of purchasing
renewable energy
Key Findings : Water
• Customer understanding regarding high cost of
water highly related to limited supply
Possible overlap with the communications on the
Halligan - Seamans project
• General lack of awareness of the aging water
infrastructure and the likely impacts
Recommendations
• Due to the Utilities high performance , the Utilities ' challenge
is associated with the need to continue to :
Monitor and anticipate customer needs Et remain proactive
• Implement effective , programmatic communications
• Within the context of the Utilities ' stewardship mission ,
address energy and water conservation efforts
• Given current public " green " trends , increase efforts aimed
at customer lack of knowledge regarding the Utilities
environmental consciousness
• Introduce internal sustainability approach as well
ResearchAL ANN
35 Fort Collins Utilities Market 00
Recommendations ( continued )
Address customer lack of awareness of the aging water and
sewer infrastructure and likely impacts
Provide information about the contents of the current
generation portfolio to make customers aware of efforts
required to achieve the 15 % mandate
Develop plan and detail efforts to increase renewables
Conduct further research regarding perceptions and interest
in purchasing renewable energy
Impacts modifications to Wind Power Program
Relates to acceptance of national versus local benefits
Recommendations ( continued )
Validate response on local vs . regional / national air
quality benefits from use of renewables
• Further evaluate stormwater ratings and develop
mitigation approach
- Five of nine parameters that received lowest rating are
related to stormwater service
Monitor downward trend in satisfaction with water
pricing
Mnr"�
Benchmarking Study
Customer Service Et Communications
Purpose
Fort Collins Utilities sought to benchmark best practices in marketing
and customer service to position for continued excellence .
Alignment Creates a Solid Foundation
Understand Benchmark
Customer to Peer
Perception Utilities
Foundation
for Optimal
Performance
Define
Strategic
Direction
39 Fort Collins Utilities Market Research00
Methodology
Establish practices to be researched
Design survey instrument
• Identify electric , water , wastewater participants
• Sought leading multi - service utilities with high customer satisfaction
ratings ( J . D . Power and / or industry knowledge )
• Austin Energy , TX
Austin Water Utility , TX
City of College Station , TX
• Colorado Springs , CO
• Denver Water , CO
• Gainesville Regional Utilities , FL
• Eugene Water 8t Electric Board , OR
• Snohomish Public Utility District , WA
• City of Tallahassee , FL
40 Fort Collins Utilities Market Research
Methodology ( continued )
Identify stormwater participants
• City of Austin , TX
• City of College Station , TX
• Denver Wastewater Management , CO
• City of Eugene , OR
• City of Tallahassee , FL
• Contact participants — April /July 2007
Create interest ; build on high interest levels
Findings ( raw data ) to incentivize participation
• FC Utilities participating in Credit & Collections benchmark
• Analyze data /draft report
Research41 Fort Collins Utilities Market August . ,
Participant Profiles
Electric Annual Retail Water Annual Retail Sales Wastewater Stormwater
Paticipant Customers Sales ( MWh ) Customers ( Millions of Gallons ) Customers Customers
Austin Energy 431 , 995 11 , 296 , 879 n/a n /a n/a n/a
City of Austin n/a n/a 1975511 49 , 000 184 , 022 3251300
City of College Station 321746 723 , 600 205233 3 , 660 26 , 774 261774
City & County of Denver n/a n/a n/a n/a n/a 1531304
Colorado Springs Utilities 2051827 4 , 2951000 1305209 261975 133 , 292 n/a
Denver Water n/a n/a 2301594 46 , 000 n/a n/a
Eugene Water and Electric Board 841138 2 , 6631173 497179 91385 561515 53 , 290
Gainesville Regional Utilities 831586 178821800 661479 81712 597207 n/a
Fort Collins Utilities 621856 1 , 4091072 331306 8 , 616 337033 391939
Snohomish Public Utilities District 3283236 7 , 9503609 183500 11430 n/a n/a
City of Tallahasee 1 1003231 2 , 3413180 753301 81960 64 , 206 88 , 333
Source : Customer Service and Market Research Benchmarking Study
Research42 Fort Collins Utilities Market 00
Overview
Fort Collins Utilities is among the smallest
participants yet :
- Implements a robust program and set of offerings
related to its customer facing functions
Several areas in which Fort Collins meets or beats
the average performance of peer utilities
• A few notable exceptions or gaps
Indicate areas for change and / or further evaluation
Use as input to program development or refinement
Electric / Water / Wastewater
Utility Practices
Organizational Structure
Fort Collins Utilities is a department within the City
Responses indicate a 50 / 50 split
Utility as part of the City
Utility as more autonomous from the City
May share a governance structure
The stormwater function is not located under the Utility
department for other participants
Commonly found in the Public Works department
Staffing
Fort Collins Utilities ' ratios of customers per representative deviate
from the benchmarked data showing a higher level of productivity :
• Customers per FTE Customer Service Representative ( including the call
center representatives )
• Customers per FTE Billing Representative
• Customers per FTE Stormwater Employee
FC Utilities ' result is within the average group range in :
• Meters per FTE Meter Reader
FC Utilities ' result is below the group average in :
• Customers per FTE Credit Et Collection Representative
Further analysis is required to determine if service levels are appropriate ;
correlate with market research findings .
46 Fort Collins Utilities Market ResearchAugust
Customers per Customer Service Representative
✓ Fort Collins Utilities exhibits slightly
Customers per Customer Service Representative higher than average productivity in its
(Including Call Center Representatives) call center operations as compared to
peer utilities with combined services .
25,000
The average for the group is approximately 5 , 800
customers per FTE customer service and call center
20 ,00o representative . Utility G and J were excluded from
the average due to the reasons presented below .
Fort Collins Utilities is above the group ' s average at
15 ,000 8 , 600 customers per representative , which indicates
E high productivity in working with customers .
0
in
U 101000 Note that Participants G and J are water only
utilities . Utility Ts customer service and call center
representatives show the highest productivity in
57000 working with customers . It should be noted that the
call center for this Utility handles those customers
with specific issues and problems related to the
0 o utility' s services , so it is considered an "elevated call
A B c D E F G H I J Average center. "
utility
47 Fort Collins - 11
Customers per Billing Representative
Customers per Billing Representative ✓ Fort Collins Utilities ' billing
representatives exhibit high
353000 productivity .
30,000 / The average for the group is approximately
21 , 000 customers per FTE billing
25,000 / representative . Fort Collins Utilities is above
the group ' s average at approximately 32 , 000
12 customers per representative , which indicates
20,000 / high productivity in regard to billing .
0
U 153000 / The billing representatives for Utility C
demonstrate the highest productivity based
101000 / on the number of customers reported and the
number of FTE employees that develop billing
55000 / activities .
0 0
A B C D E F G H I J Average
Utility
48 Fort Collins - 11
Customers per Credit Et Collections Representative
✓ Fort Collins Utilities productivity for
Customers per Credit & Collections Representative credit & collections is below the
250 ,000 average .
The average for the group is 26 , 000
2003000 / customers per FTE credit and collections
representative , excluding Utility G since other
employees assist with this function . Fort
Collins Utilities is below the group ' s average
y 150 ,000 at 18 , 000 customers per representative .
O
The credit and collections representatives for
U 100 ,000 / Utility G demonstrate the highest productivity
based on the number of customers reported
and the number of FTE employees that
50,000 develop credit and collection activities . Credit
and collections employees at Utility G may be
supported by customer service and call
0 0 0 o center employees .
A B c D E F G H I J Average
utility
49 1 FortCollins - 2007
Meters per Meter Reader
Meters per Meter Reader
25 ,000
✓ Fort Collins Utilities performs at
approximately
mately the study average for
meter reading efficiency .
The average for the group is approximately
ur 15,000 7 , 400 meter per meter reader , excluding
`m
o Utility G since it is a water utility only . Fort
Collins Utilities is slightly above the group ' s
10 ,000 average at 7 , 800 meters per FTE meter
reader .
5,000
0 0 0
A B c D E F G H I J Average
utility
min=
50 1 FortCollins - 2007
Customer Service Costs
High - level overview of cost efficiency by comparing
customer service costs per customer
Results indicate higher efficiency for Fort Collins Utilities
■ Costs generally are at or below the averages reported
• Ratios show that overall Fort Collins Utilities ' Customer
Service division / department is cost efficient in :
• Customer Service Department Non - Labor Costs / Customer
• Customer Service Function ( Labor and Non - Labor ) Costs /
Customer
• Fort Collins Utilities ' results are at the group average in :
• Customer Service Division / Department Labor Costs per Customer
Comparison of Direct Customer Service Function
Costs Per Customer
✓ Fort Collins Utilities operates at an
overall customer service cost ratio per
customer well below the survey average .
Customer Service Costs Per Customer
The cost per customer was identified by
$ 30 considering the labor and non - labor costs for
the customer service function only — direct
$ 25 customer contact via phone or walk- in for
general service issues — within the Customer
Service division/department at the participating
$ 20 utilities . The cost for this function was the only
one that was shared by the majority of the
$ 15 participants .
Utility B presents the most cost effective
$ 10 performance for servicing its customers at
$ 3 . 38 . It is interesting to note that Utility B has
high rankings on the J . D . Power & Associates
$ 5 Electric Utilities Customer Satisfaction research .
o 0
$o The labor and non - labor costs for customer
A B c D E F G H I J Average service for Fort Collins Utilities is $4 . 38 which
utility well below the average of the group at $ 13 . 87 .
Research00
Products Et Services
Many of the study participants offer an
array of additional services
- Internet based services essential
Access to account information
Electronic account access Et bill payment
On - line energy usage / bench marking tool
On - line service requests
Others included in detailed input
Im 0 M
Market Research
• Fort Collins Utilities reflects the survey norms with
two exceptions
• Regular transactional surveys
Internet - based research
Key Accounts
• Like FC Utilities , the majority of the participants have a
Key Accounts Program
- Additional service and communications concepts
highlighted
• Some of the participants also have a program for mid -
size customers , worth considering
Customer Service Training
■ Formal and on - the - job customer service training is
provided by majority of participants
Opportunities to improve the breadth of customer
service training , particularly for meter readers
■ Although valuable , fewer utilities provide cross -
training programs
Career development and knowledge management
■ Customer service and marketing cited
Performance Metrics
Fort Collins Utilities maintains and monitors performance
metrics
• Except in the area of customer complaints
• Standard practice among the majority of survey
participants
Other participant responses indicate measurement to the
objectives of a Strategic Et Business Plan
Common practice for high performing organizations
Worth consideration
Recognition Programs
Fort Collins Utilities does not report a recognition program
Such a program would reinforce desired behavior and align
well with the Utilities ' values
Example : City Manager' s Corporate Reward Et Recognition
Program
• On - the - Spot Awards
• Corporate Awards
• Employees' Choice Awards
Information Technology
• Participants use a variety of Customer Information
Systems ( CIS ) to manage customer accounts
Some use more advanced IT applications :
• Integrated Voice Response Systems ( IVRs ) that allow customers
to pay their bills , report issues and access other information
• Outbound dialing to inform customers of outages
• Post outage information on the utility website
• Automated outage reporting based on the customer ' s home
telephone number
Customer Communications
■ Continue communications program
■ Additional concepts for consideration
■ Programmatic communications
■ Introduce Internet - based methodologies
■ Consider adding television to the media mix , particularly for
Public Service Announcements
■ Consider adding Events / Outreach programs such as Speaker ' s
Bureau , Employee Volunteerism
Corporate Culture
There appears to be a gap related to the Utilities '
corporate culture
Address through Strategic Plan development
Many provided Mission / Vision statement - or something - in
response
Only two N / A responses including Fort Collins Utilities
Stormwater Utility Practices
Stormwater Fees
Fees
Various structures reported by participants
• Fort Collins residential fees are higher than peer
group
• Annual Revenues
Range from $ 1 . 2 million to $ 52 million
Reported annual revenues for FC Utilities are $ 13
million
Organizational Structure / Staffing
Stormwater utility integrated with the Electric &t
Water Utility is unique among survey participants
Typically located under the city ' s Public Works Department
• Staffing data shows that Fort Collins Utilities
performs at the survey average in terms of
efficiency ( customers per FTE )
Stormwater Customers per Employee
✓ Fort Collins Utilities operates at
approximately the survey average in
Customers per Stormwater Employee terms of staffing efficiency level .
3,500 The average for the group is approximately
39000 1 , 300 customers per stormwater employee .
If Utility 3 as the out layer is removed from
25500 � the group , the average drops to
approximately 900 customers . At this level ,
25000 ! Fort Collins Utilities is close to the group ' s
o average at 998 customers per stormwater
V)
11600 employee .
13000 Utility 3 shows the highest productivity for
IL stormwater utility employees per customer.
soo The stormwater employees at Utility 3 are
supported by employees from other areas
O 1 2 3 4 5 6 Average within the city' s Public Works Division .
utility
Research65 1 Fort Collins Utilities Market August 2007
Stormwater Performance Measures
Measures related to State and Federal requirements
• Follow up question planned related to participants '
use of and ranking on Community Rating System
( CRS ) as key metric
or
Recommendations
�t Final Thoughts
Recommendations
• Introduce Internet capabilities in customer functions - both
residential and commercial segments
• Online payment ; access to account information ; energy analysis
Include Internet based market research
Evaluate communications program
• Consider programmatic element
• Evaluate areas of deviation from norms ( under - or out -
perform ) to look for efficiency and / or service improvements
• Credit Et Collections
Coordinate with Market Research findings
MA—
. : Fort Collins Utilities Market ResearchAugust
Recommendations continued
• Evaluate offering a key accounts program for mid - sized
customers
• Consider additional communication methods such as an electronic
newsletter and educational seminars
• Continue providing customer service training for its
employees , including meter reading
• Add cross - training opportunities
• Develop a recognition program to reward employees /
teams / department for outstanding performance
Recommendations ( continued )
Introduce quantifiable Performance Metrics
Develop , implement and track customer satisfaction targets
Develop action plans to achieve the defined targets
Identify the values and behaviors that drive corporate
culture , best in context of enterprise - wide Strategic Plan
Research01 70 1 Fort Collins Utilities Market
00
Final Thoughts / Bench marki ng
Fort Collins Utilities has positioned itself in a " stretch " group
of peer organizations
Clear themes emerged that dovetail with market research
Forms a foundation for further development of strategic
direction
Use as basis for Tactical Action Plan or as part of broader
Strategic Planning effort
Reciprocal opportunities will become available
Benchmarking &t Best Practices efforts are hallmarks of
industry leaders
Questions &t Discussion
Thank you !