HomeMy WebLinkAboutAgenda Report - February 6, 2008 K-02AGENDA ITEM FV41
is% CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Review Action Plan for Enhancing Utility Billing and Collection Services in the
Financial Services Division
MEETING DATE: February6,2008
PREPARED B Y Deputy City Manager
RECOMMENDED ACTION: Receive and review action plan for strategies to enhance customer
service and resolve customer concerns about utility billing and
collection services.
BACKGROUND INFORMATION: In light of comments that have been made by the public regarding
the need to improve the level of customer service in the Financial
Services area, a draft action plan is being provided to City Council
for review and for possible additional study at a future City Council meeting. The objective in this
discussion is to apprise the public and the City Council of short and long term actions that are being
taken to improvethe level of customer service in the Financial Services area.
The issues to be resolved
Although there is a longer list of issues to be resolved than is being presented at this time, the short list
will be addressed with the objective of dealing with the most glaring issues first and to address the longer
term issues, that will require a longer term effort, over the course of the next three to six months. The
immediate issues and the most common complaints that have been heard by staff from customers are as
follows:
• Long lines in Finance- Customers are not receiving immediate attention when they physically
enter the Finance building. Long lines form and are not dissipated rapidly. The cause has been
attributed to having too few customer service representatives at the front counter to address the
surge of customers that takes place at various times of each day and during the course of the
month.
• Too long of wait on telephone- Customers are not able to reach a customer service
representative over the telephone. This issue relates to the amount of time a customer waits in
the "telephone cue" before reaching (if they are able to reach) a customer service representative.
This problem has been attributed to having too few people available to answer the telephone calls
received by the Finance Division.
• Looking for non traditional ways to make payments -Customers are interested in having more
ways to pay their bills besides the traditional "in person" method or via U.S. mail. It has been
voiced that customers would like to see "on line" payment options and other less traditional
methods to make payments for the services they receive from the City of Lodi.
• Billing errors -An increased number of customers are finding mistakes on their utility bills. The
mistakes vary in degree and type, but the most common relates to misreads of their electric
meter.
APPROVED: /
ing, City Manager
• Rude customer service -Some customers feel that they are not being treated courteously by
customer service representatives. We are told that some customers believe they are treated in a
brusque manner and that they are not being handled in a friendly manner on the telephone or
while at the customer services counters.
Action Plan to resolve the issues
All of the issues that are enumerated above relate to the same basic issue i.e, the need to make
immediate changes to improve the level of customer service satisfaction. The longer term goal should be
to provide excellent customer service. Providing excellent customer service will be the long term goal for
the Financial Services Division, but for now, the action plan is to make significant headway at addressing
the five items listed above.
Staffing Changes -The immediate staffing changes that are being made are designed to deal with each
of the five issues listed with the emphasis on the first and second issues. The immediate objective is to
have more staff available for "in person" and telephone contact time. The following are the staffing
changes that are being made to deal with the first two issues as listed above:
Re -assignment of Administrative Clerk position from Budget Division to the Financial Services
Division. This is a permanent re -assignment and the staff person involved had previously been in
the City Clerk's Office. She has voluntarily moved from that office to the Finance Division in order
to meet the immediate need to have a person in the lobby area to greet customers as they enter
the customer service area and to staff an "express window" for those customers who have
uncomplicated transactions. This person is now supervised by staff in the Financial Services
Division, which allows for flexibility in her assignment to various tasks as needed in the lobby area
of Finance.
Temporary re -assignment of one staff from the purchasing area of the Budget Division to the
Financial Services Division. The Budget Division Manager and the Financial Services Manager
are coordinating a complete analysis of their divisions to find ways to use all of their staff in the
most efficient and effective manner. The objective is to make any intra -department staffing
changes that will promote better customer service while remaining as efficient as possible. This
change is considered to be temporary and meets both of these objectives. The immediate effect
will be to improve the telephone contact time and counter time available to customers. The staff
involved in this re -assignment has been previously trained in customer service practices and
procedureswith the City of Lodi and can make adjustmentsto her duties in purchasing in order to
temporarily meet the customer service goals.
Re -assignment of one staff person from the Information Systems Division to the Financial
Services Division. The procedures and practices associated with the computer systems employed
by the customer service staff to record and verify collections of cash payments, mailed in
payments, credit card payments and other forms of payment are very human intensive and need
to be reviewed to find more efficient means of accomplishing the objective of making sure that all
payments are accurately recorded and that the customer's monies are safeguarded. The
objective of having this staff re -assignment is to review all customer service systems to ensure
that they are as efficient as possible and to find ways to free up customer service staff time to
provide them with more hours for contact with customers at the front counter and over the
telephone. This person will also be tasked with focusing on providing systems solutions for non-
traditional means for customers to make payments to the City of Lodi. It may require that
additional staff from the Information Systems Division also be assigned to the Finance Division in
order to provide assistance to this primary person in order to accomplish resolution of the billing
errors and finding options for customer payments to be made to the City of Lodi.
Hiring of part-time staff to fill some of the gaps left from attrition in the financial services division.
Other Changes- Other immediate changes that have been made or are in the process of being made to
provide immediate resolutions to all five of the issues listed above are listed below in order of the
simplest changes down to the more complex changes. In all cases these actions have already been
taken or will be taken in the next three months to provide immediate solutions to each of the five issues
as listed above. These other actions are as follows:
Rearrange positioning of staff and audio/visual equipment to provide all customer service staff
with a view and immediate access to customers entering the Finance Offices. This will involve the
re -deployment of some staff and the utilization of cameras and viewing monitors to afford each
staff member a view of the customer service area. Primarily, this will allow staff to respond more
quickly to the first of the issues (long lines in Finance) listed above. Any required discussions with
bargaining units related to the re -location of staff or equipment will take place before any actions
are taken on this item.
Name badges will be worn by all customer service employees. This is a standard practice in
private retail establishments and is viewed as a customer friendly approach to providing customer
service. It also allows customers to adequately identify employees when they need to explain in
more detail any issues that they may be having in resolving service issues. This is one way to
help resolve the last issue listed above (Rude Customer Service).
Bring in outside experts in customer service operations, procedures and training. A key industry
that approaches customer service operations very similarly to the Finance Division is the banking
industry. We have made arrangements with Farmers and Merchants Bank (F&M) to collaborate
with City staff to review the operations of the Finance Division. F&M will be working with city staff
in the next month to review key elements of our cash handling procedures and ways in which we
might be more efficient and more effective in providing customer service. F&M will provide an
internal report to city staff that will be used to help staff as we implement other actions to improve
all elements of customer service. In addition to this review by F&M, we will look at training
opportunities for staff to either go to other locations or have in-service times to provide training in
customer service
Form a task force comprising staff from the Field Services Division of the Electric Utility and the
Finance Division to be tasked with providing solutions to more accurate readings of meters and
identifying obviously under -read or over -read meter readings before customers are billed
erroneously. The task force will also collaborate on other issues of joint concern related to start up
and shutting off of electric services.
Explore providing incentives for payments to be made in other modes or at other locations
besides monthly "over the counter" payments at the Finance Division. Options that might be
considered would be discounting bills that are paid in advance via mail or via automatic bank
drafting. Private utilities offer discounts for services that are paid in advance and we could offer
customers a sliding discount scale based on the number of months that were paid in advance.
Another option would be to offer a discount for customers who pay with a bank check or money
order and use the drop box located inside the Finance office. Self serve envelopes are currently
being provided for this type of payment mode. An enhancement to this service would be to add a
self serve receipt similar to how the California State Parks System offers self serve receipts to
those who pay for use of parks at self serve pay stations. A tear off stub would be provided that
would be the customer's receipt and they would receive a handling discount on their subsequent
bill to act as an incentive to make their payments in this fashion the next month. The amount of
the discount would be related to the cost savings associated with staffing and handling costs that
would be saved by using this mode of payment. A task force has also been formed with staff from
the Electric Utility department and from the Finance Division to explore pay station locations in
Lodi that would afford customers other places to make their payments besides at the Finance
office. Two locations have been informally discussed and will be explored further to determine if
they are feasible and whether the costs associated with having these satellite payment stations
justifies their use.
Customer satisfaction forms- One of the tasks for the new receptionist position will be to hand out
and collect customer satisfaction cards. Questions related to how customers feel about the
services they have received from the Finance Division and suggestions for improvements will be
included on the cards. These cards will go directly to the Financial Services Manager who will
then complete a summary report of responses to the customer satisfaction cards that will go to
the Deputy City Manager.
Strategic Plan for better Customer Service- The actions already listed are ones that can be taken
in the next three months and do not require any separate City Council action at this time or at a later
time either. However, there are longerterm issues that will need to be addressed. Following are other
more strategic issues that will be addressed in upcoming months:
The billing and collection computer software is outdated and should be replaced. The cost for
replacement will be discussed in the upcoming budget in light of the opportunities that the
new software would have to allow for more efficient billing and collection business practices.
There is much information available on strategies for how governments can provide better
customer service. One of the main elements that is conveyed in this information is the need
to establish goals and objectives for customer service and periodically reviewing
performance against these objectiveslgoals. In collaboration with the line and supervisory
staff of the Finance Division, management staff in the Finance, Information Systems, Budget
and Human Resources Division will be evaluating ways in which to provide better customer
service throughout the Department, but with a focus in the Finance Customer service area.
The results of this analysis will be incorporated in a strategic plan that will include customer
service targets and performance measures.
We are looking to make significant progress in the next month toward providing better customer service
and will update the City Council as implementation of this action plan takes place.
FISCAL IMPACT: No immediate impact
FUNDING AVAILABLE: Not applicable
6jefries R. Krueger, Deputy City Manag r
Attachments
Financial Services Customer
Satisfaction Presentation
February 6, 2008
Customer Service Action Plan
Immediate issues
Long Lines
• 26% of payments made over the counter 7,500 payment contacts
• Peaks and valleys in customer traffic
Long wait on telephone
a More than 65,000 telephone calls annually
Non-traditional payment options
Patterns are hard to break
Billing errors
Route changes, Energy cost adjustments, cumbersome system
courteous customer service
Anecdotal evidence
Citizen survey
Customer Service Action Plan
Immediate Actions
Staffing
Administrative Clerk/Receptionist
Temporary Customer Service boost
Information Systems staff
Part time staff needed due to attrition and staff
that is on disability leave
Customer Service Action Plan
Other Immediate Changes
Repositioning staff to better serve
• Audio visual equipment
• Name badges
• outside experts
• Task force to tackle billing issues
• Alternatives to traditional payment modes
Advance payments
Drop box and lock box payments with self service stubs
On-line payments
Quick payments
Pay stations
Customer Service Action Plan
Strategic Plan
• Replace outdated billing and collection
software
■ After tackling immediate issues work
towards a plan for excellent
customer service
• Develop standards _and measure
performance against standards
Customer Service Action Plan
Analyze staffing needs for efficiencies and
effectiveness amongst all Internal Service
Department Divisions focusing Fin. & BdgtM
• Financial Services
Accounting
Customer Service
Budget
r Purchasing
. Investment
, Budget preparation and analysis
RE: AGENDA ITEM K-02
Mayor Mounce and Council members, thank you for allowing me the opportunity to address the
"Action Plan for Enhancing Utility Billing and Collection Services" with you this evening.
My name is Gregory Ramirez, 241 Mission Street, Lodi, CA. I am the Vice-president of the Lodi
Chapter of the American Federation of State County & Municipal Employees Local 146 and
represent the 184 members of the General Services and Maintenance & Operators units. My
purpose tonight is to provide you with some additional information and insight from the employee
perspective in regard to Item K-02.
For your reference and review I will provide copies of this information for each of you to the City
Clerk before I step down.
Based on the Communication, the main issues to be addressed by the Action Plan are the long
waits associated with coming or calling the Revenue and Collections Divisions in Finance, alleged
rude customer service and meter misreads prompting customer complaints.
REGARDING "RUDE CUSTOMER SERVICE"
Allow me to address the rude customer service allegation first as our members take this seriously
as it is a direct reflection of our commitment to quality service to the Citizens of Lodi.
The various references to same are just not correct. Without reservation I can tell you that every
employee at the front counter that interacts with the public is not rude. Their mission is to keep
the customer happy, it is in their best interest and they know that. Now I won't say that there
aren't complaints, but in our experience the complaints center around the cost of utilities in Lodi
or difficulties in meeting the City of Lodi's requirements for obtaining service and or restoring
power after being sealed.
Our members are the messengers for management and the Council — we don't make the rules,
our task is to see to it that they are adhered to and carried out. Of the complaints received by the
City in regard to rank -and -file employees, my guess would be that 99% of the time a citizen is
dissatisfied with the message, and not the messenger. The message may not have been to the
customers liking, but the delivery was never RUDE. I have included testimonials to the high
quality service that the Finance Department provides to its citizens in my packet.
Let me assure you and the public that our members are committed to providing the Citizens of
Lodi (which includes us!)with the highest level of quality, courteous service!
Page 1 aP 6
REGARDING THE LONG WAITS
The Communication rightly points out that there is a staffing shortage. Based on our figures, from
2000 to 2008 there has been an overall staffing level decrease in Billing & Collections of 15%,
with a 34% decrease in actual cashiers; while, the population of Lodi has increased 20%, the
staffing levels have not increased to keep up with the flow of work that has been generated. The
upshot is that staff is doing more with less.
We place the long -lines at the Finance Counter and the long waits on the telephone lines
squarely where it belongs, Finance management decisions over the last four years. Decisions
that have reduced the number of cashiers available to assist the public and not providing staff
with the best software tools and equipment needed to sere the public. Decisions that have
required staff to reallocate time to train a revolving door of full and part-time employees over the
past two years (approximately 15 full-time employees have left the Billing & Collections Division
since 2006).
While we understand the need to be "mean and lean" running an operation in this manner means
that work is prioritized and when those priorities switch throughout the day, there will be a lag — it
is very much like the little Dutch Boy trying to plug the leaks in the dyke.
Having worked in Finance myself for several years, believe me when I say that no employee
wants to be able to help a custom erlcitizen more than the employee who is working the window in
Finance. There isn't a teller alive that wants to look out at a long line of people staring back at
them!
Currently 58% of the Billing & Collections staff have worked in the Finance Billing & Revenue
Division for 1 year or less. This lack of depth and the need for experienced staff to continually
train new employees eats up staffs time to get the real work of the department accomplished.
The constant revolving door of staff has impacted the workload negatively due to the constant
training componentfor new full-time and part-time staff due to turn -over.
The continual hiring of part-time staff and their attrition rate severely impacts the resources of the
permanent staff due to the constant training demands and later the need to devote time to fixina
errors and mistakes made by part-time staff that is no longer employed. Turn -over in the division
should be a major component that is addressed in running the division efficiently.
Page 2 cf 6
FINANCE DIVISION INFORMATION& STAFFING LEVELS
58% of the staff have worked in the Revenue & Collections Divisionfor 1 year or less.
41 % of the staff have worked in the Revenue & Collections Division for 7 months or less
From 2000 to 2007 there has been an approximate population increase of 20% with a staffing
level decrease of 15% (a 34% decrease in actual cashiers).
1999 ACTUAL STAFFING LEVEL
Account Clerk 10
Senior Account Clerk 2
Finance Technician 1
TOTAL 13
F/T equivalents (not included in total) 3
2008 ACTUAL STAFFING LEVEL
Customer Service Representatives 7
Senior Customer Service Representatives 2
Administrative Clerk 1
Utility Billing & Collection Supervisor 1
TOTAL 11
FIT equivalents (not included in total) 1
Population -56,999
Population -68.500
With the retirementcf the Revenue Manager, many of those duties were delegated down to staff,
increasing their workload & responsibilities.
Since 2006, 13-15 employees have been let-go/promoted/transferred/resigned/retired from the
Finance Division. Of the resigning employees, some within days/weeks/months of starting their
new positions.
Attached are testimonials from customers about the quality service they have received from the
Finance Division staff.
Page 3 cE 6
REGARDING THE RE -ASSIGNMENT OF PURCHASING STAFF
We question transferring an employee whose experience for the last 15 years has been in the
Purchasing Division (a division that is already down 40% in staffing level) to Finance to "promote
better customer service while remaining as efficient as possible." We wonder how efficient it is to
temporarily assign an employee that will need to be trained in division policies and procedures for
a temporary assignment of two months. It will take another employee in the division away from
their work in order to assist, making the division even more short staffed while the "new -
temporary employee" is being brought up to speed. When the temporary assignment is over, the
whole training cycle will repeat with the new person.
PURCHASING DIVISION INFORMATION & STAFFING LEVELS
2000 ACTUAL STAFFING LEVEL
Storekeeper 2
Purchasing Technician 1
Buyer 1
Purchasing Officer 1
TOTAL 5
2007 ACTUAL STAFFING LEVEL
Storekeeper
Purchasing Technician
Buyer
Purchasing Officer
TOTAL
2000 Purchased Orders Issued: 350
(an average of 87.50 per 4 "buying" employees)
2007 Purchased Orders Issued: 239
(an average of 119.50 per 2 "buying" employees)
2000 Office Supplies Routed Through Department: $62.915.12
2007 Office Supplies Routed Through Department: $139.469.72
An increase of $76,554.60 with 2 fewer employees
Currently the Purchasing Division is short-staffed by40%. On days that the Purchasing
Technician is working in Finance, that short staffing figure rises to 60%.
When the Purchasing Technician is working in Finance, the Buyer will be working out of class to
assist in the warehouse operations and handle the day-to-day operations of the division.
Many of the duties and responsibilities of the Purchasing Officer have filtered down to the
remaining staff.
Page 4 cf 6
REGARDING THE FIELD SERVICE DIVISION METER MIS -READS
The Field Services Division of Electric Utility reads approximately 31,360 meters each month. Of
those meters, approximately 20-50 actual mis-reads on average occur per month. This is an
error rate of less than 1 °/q_That is a pretty remarkable statistic.
The staffing level of the Field Services Division has remained the same for the past ten
years as the number of utility customers has continued to grow.
FIELD SERVICES DIVISION INFORMATION & STAFFING LEVELS
Over the past 10 years, EUD's Customer Field Service staffing level has remained static while
Lodi's population has increased by 13,000.
1998 ACTUAL STAFFING LEVEL
Field Services Supervisor 1
Field Services Representative 2
Meter Reader 4
TOTAL 7
FIT equivalents (not included in total) 1
2000 ACTUAL STAFFING LEVEL
Field Services Supervisor 1
Field Services Representative 2
Meter Reader 4
TOTAL 7
FIT equivalents (not included in total) 2
2008 ACTUAL STAFFING LEVEL
Field Services Supervisor 1
Field Services Representative 3
Meter Reader 3
TOTAL 7
FIT equivalents (not included in total) 2
Population -55,974
Population -56,999
Population -68.500
Meter Readers collect reads from 31,360meters1month. On average 20-50 are "bad" reads.
AN ACCURATE READ STATISTIC OF 99% PER MONTH!
Possible reasons for those mis-reads per month as provided by Field Services:
• The new (received last fall) Itron handheld keypad is half the size of the old devices.
• Staff is reading more meters from a distance over fences (which can increase the chance
for error) due to more locked gates and dogs. Readers utilize monoculars, but they are
only so helpful on rainy, foggy or overcast days.
• Mistakes are made, but the number is extremely low and rarely for the same customer.
• The City-wide reroute, completed last May Ist, placed Readers on new routes. They are
still getting used to the new, heavier routes, which average 6.5 to 7.5 hours of read time.
• Two new part time employees started last June, they are still learning/training on the job.
It takes awhile to become proficient in reading meters and using the equipment.
Page 5 of 6
REGARDING PURCHASE OF NEW UTILITY BILLING SOFTWARE
Rank-arra-f.le staff nas trap trona y peen ignoreo n regaro to selection ofequ.pment and software
(the last sofrware ipgraae, recommenaatrons % the information Services Divis.on and line -staff
empioyees were nor considereo. res.. ting in the "nLman intense" utility o'lling program currently
.,sea). We hope mat whatever new software being consiaerea w li oe revewed oy the
rnformat on Serv,ces D vis.on AND rank-and-fi a staff. the ones who will actaa ly be worKing w.tn
the programs, and the r inpit greatly considereo.
REGARDING ALTERNATIVE PAYMENT OPTIONS
Utility Billing Staff and other rank -and -file employees from various departments have suggested
over the past few years that the City explore additional payment vehicles over the internet and
offering the public the ability to pay utility bills at other City run locations.
However, no matter how many alternative methods cf payment that are offered, there will always
be a contingent of the public that wants the assurance and security of being able to make a
payment in person and obtain a receipt from a bona -fide revenue employee.
Q: Does Finance management understand who comes in to pay in-person and why?
REGARDING THE TASK FORCE
How many of the actual employees that interact with the public are on that committee or will be
on that Task Force? We would suggest that actual line staff be asked to sit on this task force to
ensure the front-line perspective on solutions is included.
REQUESTS
• We request that the re -assignment of the Purchasing Technician be reviewed and that
the Purchasing Technician is returned to their already short-staffed division
• We request that the need for additional staff be reviewed and recruitments begun for:
o Customer Service Representatives to man the front windows &telephones
o More Field Service Workers for late and weekend work.
o More Full -Time Meter Readers vs. Part -Time Readers
• We request that modern, efficient utility billing software and equipment be purchased with
input from Line Staff
• We request that Line Staff be included in the Task Force
Once again, thank you for your courtesy and consideration. We remain steadfast in our support
of Lodi and making Lodi "Livable and Loveable"!
Page 6 cf 6
Message
Sandra J Smith
Page 1 of 1
From: Ruby Paiste
Sent: Wednesday, December 26,2007 11:37 AM
To: Emily Hutchings; Gail Glissman; Justin Louis; Karen Jackson; Laura Gonzalez; Marissa Speth;
Melinda Wilson; Michelle Gines-Laubenstein; Michelle Martinez; Nancy Schmer; Sandra J Smith;
Tammie Lonzo-McFarland; Virginia Hawes
Cc: Michelle Martinez
Subject: RE: Customer Compliment
This is wonderful, keep up the good work!
Keep smiling and it will radiate and project out to the customers
Now, this is not always easy to do but somehow it works.
Thanks,
Ruby
From: Sandra J Smith
Sent: Wednesday, December 26, 2007 8:48 AM
To: Gail Glissman; Ruby Paiste; Virginia Hawes; Michelle Martinez
Subject: Customer Compliment
Customer Terry Willard asked to speak to me today after talking to Michelle Martinez. Terry wanted to let
me know how much she appreciates the wonderful customer service she received today as well as each and
every time she has needed to contact our office. She also states that all ci our CSRs are always courteous and
very knowledgeable which is not always the case when she calls other utility companies. She really appreciates
having such wonderful people to assist her.
SandmSmith
SeniorC.A
9 evene- Division
city of Lod,
(2o9133368o&V 2524
2/4/2008
Sandra J Smith
From: Vicky McAthie
Sent: Monday, December 11,20007:56 AM
To: Nancy Schmer; Sandra J Smith
cc: Maxine; Janette DeJong
Subject: RE: Job Well Done
Greatjob Sandra. And Nancythanks for passing it on.
vm
-----Original Message -----
From: Nancy Schmer
Sent: Thursday, December07,2000 31:24 AM
To: Sandra J Smith
Cc: Vicky McAthie; Maxine; Janette DeJong
Subject: Job Well Done
Sandra,
I called customer Samuel Teresi to discuss with him the inquiry he made with you late yesterday afternoon. He
wanted to be sure that you were commended for your excellent customer service. He acknowledged that he was
upset when he was at your desk and really appreciated the way you calmed him down and reassured him. He
said you are a "real doll'. Way to go! Thanks, Nancy
Message Page 1 of 1
Sandra J Smith
From: Ruby Paiste
Sent: Friday, October 26, 200710:05 AM
To: Michelle Martinez
cc: Barbara Reed; Emily Hutchings; Gail Glissman; Justin Louis; Karen Jackson: Kevin Bell; Laura
Gonzalez; Melinda Wilson; Michelle Gines-Laubenstein: Sandra J Smith; Tammie Lonzo; Virginia
Hawes
Subject: RE: Compliment
That's great, keep up the good work! Yahoo!!
Ruby
From: Sandra J Smith
Sent: Friday, October 26, 2007 9:41 AM
To: Ruby Paiste; Gail Glissman
Cc: Michelle Martinez
Subject: Compliment
I was just summonedto the lobby to speakto a gentleman who wanted to make a comment on
Michelle Martinez. He stated that she had signed him up for utilities several months ago and since then has
come into the office to pay his bill each month.
He said she has always been very courteous and professional everytime he has come into the office and always
has a smile on her face. He said he works with three other goverment agencies and it is very refreshing to see
someone so helpful] and professional.
Just wanted to pass this along. Greatjob Michelle!!
Sandra Srnith
Senior
Revenue Division.
Cityof.Lodi
(209)333-6800 eat 2524
2/4/2008
Sandra J Smith
From: Vicky McAthie
Sent: Thursday, August 30,2001 8;10 AM
To: Melinda Wilson; Elena Santillan; Erin Corwin; Gail Glissman; Holly Bombard; Kevin Bell; Merry
Sasaki; Myrna Cooper; Sandra J Smith; Tammie Lonzo; Tammy Meidinger
Cc: Maxine; Sandy Smith
Subject: RE: Great service
Great job all
vm
-____Original Message -----
From: Melinda Wilson
Sent: Tuesday, August 28, 20014:37 PM
To: Eiena Santillan; Erin Corwin; Gail Glissman; Holly Bombard; Kevin Bell; Merry Sasaki; Myrna Cogel; Sandra Smith; Tammie Lonza;
Tammy Meidinger
cc: Vicky McAthie; Maxine; Sandy Smith
Subject: Great service
1 just talked to Mike Tanzer, the owner of 1720 S Hutchins St Apts, and he said what a pleasure it
is to deal with our office. He said that we are always friendly, personable and efficient. He deals
with many other cities and prefers us over the others. We always return our phone calls and
provide excellent customer service. Keep up the great work!!
Thanks,
Melinda
Page 1 of 1
Sandra J Smith
From: Ruby Paiste
Sent: Thursday, August 23,2007 9:50 AM
To: Rob Lechner (Lodi EUD)
cc: Sandra J Smith
Subject: RE: SANDRA SMITH- APPLAUSE HERE
Thanks Rob, that'sjust one of the reasons I picked her for the position. Shall I tell her that she is now obligated
to bring goodies??????????????????
GREAT JOB, SANDRA!! KEEP UP THE GOOD ATTITUDE AND THE GOOD WORK, IT 1S MUCH
APPRECIATED, THANK YOU.
Ruby
From: Rob Lechner (Lodi EUD)
Sent: Thursday, August 23, 2007 7:00 AM
To: Ruby Paiste
Cc: George Morrow (Lodi EUD)
Subject: SANDRA SMITH- APPLAUSE HERE
8/23/07 Ruby, Good morning. I've been conducting office time in Finance forthe past weeks, sitting in the
cubicle owned and occupied by Stan Jones. His desk is adjacent to Sandra Smith's.
As I sit at that desk, I hear Sandra in action, working with customers throughout the day. She ceases to amaze! I
wanted to share with you how professional, diligent and thorough she is with customers on the phone. In one
instance last week, Sandra painstakingly explained the following to one gentleman on the phone: the ECA, recent
water rate issues, the TCE/PCE clean-up issue, the cost of various curbside refuse containers, and office hours at
Finance. The conversation took approximately 10 minutes of her time- she never raised her voice, and continued
to professionally respond to the customer.
Kudo'sto her! By definition, this is EXEMPLARY customer service. Ijust wanted to share this with you.
Rob
2/4/2008
Sandra J Smith
From: Vicky McAthie
Sent: Tuesday, June 24,2003 8:09 AM
To: Maxine: Gail Glissman; Virginia Hawes; Elena Santillan; Holly Bombard; Karen Verble; Kevin
Bell; Merry Sasaki; Myrna Cooper; Nicole Beadles; Sandra J Smith; Tammie Lonzo; Tammy
Meidinger
Subject: RE: Nice Compliment
GREAT JOB!!!!! I forwarded this email to the CM and DCM so they know. Keep up the great work!!!!
vm
-----Original Messap..
From: Maxine
Sent: Monday, June 23, 2003 4:41 PM
To: Gail Glissman; Virginia Hawes; Elena Santiilan; Holly Bombard; Karen Verble; Kevin Bell; Merry Sasaki; Myrna Cooper; Nicole
Beadles; Sandra ) Smith; Tammie Lonzo; Tammy Meidinger
cc: Vicky McAthie
Subject: RE: Nice Compliment
I think we have many more who never say anything. I received a transferred call today from Peggy in CA's office. The
gentleman wanted to complain about CVW not picking up his refuse and not answering the telephone. I explained the
E-mail we received from Luanajust Friday about their CSR level not at 100%;1 volunteered to call for him, but he was
satisfied with the web address, two e-mail contacts and their call center telephone number that I provided. He thanked
me very much for all of the information. MMC
-----Original Message ----
From: Gail Glissman
Sent: Monday, June 23, 2003 4:35 PM
To: Virginia Hawes; Elena; Holly Bombard; Karen Verble; Kevin Bell; Merry Sasaki; Myrna Cooper; Nicole
Beadles; Sandra Smith; Tammie Lonzo; Tammy Meidinger
Cc: Maxine; Vicky McAthie
Subject: FW: Nice Compliment
That makes two in one day, Crystobell Huft of
us a note "Thanks for the wonderful service I
me many good years". GREAT JOBM
-----Original Message ----
From: Virginia Hawes
Sent: Monday, June 23, 2003 4:29 PM
To: Gail Glissman
Subject: FW: Nice Compliment
It is so nice to get a compliment from a customer
VH
-----Original Message -----
From: Elena Santillan
Sent: Monday, lune 23, 2003 4:28 PM
To: Virginia Hawes
Subject: Nice Compliment
Virginia,
2315 Burton Way moved to Oregon but wrote
have had with the City of Lodi. It has served
Mrs. Fabrizio the owner of 735 Brandywine Dr call to compliment our Departmentfor being so professional
and for always taking an extra second to call her when something looks out of the ordinary.