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5.3b ERMUSR 02-14-2023Highlights, Challenges, and Results from the 2022 Strategic Plan Initiatives • Live Chat System — Explore embedding a live chat system into ERMU's website. This initiative was created to explore options for a live chat system to be available to customers which would be supported by the customer service department during normal business hours. Staff identified and tested three vendors that met ERMU's website requirements. However, as ERMU was finalizing details with the final vendor the City and ERMU's IT department made staff aware of an upcoming phone trial that could offer a chat feature as part of their system. In January 2023, the City Council approved a phone system upgrade which incorporated ERMU's offices. During the trial of 3CX staff learned that a chat feature was included in the pricing, so staff tested and approved its chat feature. This service will go live at the end of quarter one or the beginning of quarter two, 2023. • Inventory Assistant — On -board an assistant to manage inventory in the new facility. With the construction of the new service building, a significant workload has been added to the inventory & procurement foreperson. The budgeted position of an inventory & procurement assistant was filled in August 2022 to assist in resource management. In hiring Curt, we added a detailed self-starter with a lot of knowledge and experience in shipping and receiving. His efforts have given Dan more time to work on other duties such as opening and closing of work orders, receiving quotes, and taking on water department inventory tasks. • Vault Retention — Research and create/setup retention policies in NISC Document Vault. The vault retention polices have been setup within National Information Solutions Cooperative's Document Vault. The accounting department has been utilizing this feature to be able to follow the records retention schedules for electronic documents that are housed in the Vault. With those policies in place, this feature can be used by any department. • Landfill Gas Plant — Consider the future of the Landfill Gas Plant past 2022. After 20 years of successful operation, the Elk River Landfill Gas -to -Electric Facility generated its last kWh on October 31, 2022. Over its lifecycle the facility produced over 480 million kWh of renewable energy. The facility was the center of attention for Energy City and created a buzz in central Minnesota for all sustainable environmental initiatives. The partnership between ERMU, the City of Elk River, Sherburne County, and Waste Management highlighted how public and private organizations can work together to achieve great things for the communities they serve or operate in. • Schedule of Charges/Aid to Construction — Document processes and charges. In 2022, the operations director and the technical services superintendent gathered information from several neighboring utilities to compare their charges and fees with our own published Utilities Fee Schedule, last reviewed in 2014. It was decided there was a need to review these charges and fees on a more regular basis so that we stay comparable with our neighboring utilities and are accounting for rising material expenses and construction costs. Notably for the 2023 Utility Fee Schedule, we increased the New Residential Electric Connection fees by $500.00 per lot for both those with and without water service. The Security Light - Existing Pole fee went up by $225.00 due to increasing Page 1 of 2 W, material costs. We also reviewed our Pole Attachment Fees and found that we were significantly undercharging compared to the going rate within our region and recommended the Commission increase the fee from $6.50 to $15.00 per attachment. We want to provide great value to our customers while still remaining competitive. • Wellhead Protection Plan Amendment — Review and amend for submission. This dashboard initiative took the help of multiple departments and a consultant to review the current Wellhead Protection Plan, evaluate updates needed, implement those updates, and submit a plan amendment to the Minnesota Department of Health (MDH) in 2023. The core of a Wellhead Protection Plan is the identification and implementation of effective management strategies that will protect the public water supply wells from contamination. The revision of our wellhead protection plan has been completed and has been submitted to the MDH. After a required 60-day review period a public hearing will be held for any comments on the plan amendment. Following that the revised plan can be adopted. • Customer Satisfaction Feedback — Evaluate and revise the feedback process and tools. Over the years there has been multiple internal efforts to accurately and efficiently gain feedback from our customers which often resulted in response rates considered too low to adequately reflect true public perception. In December 2021, ERMU entered into an agreement with Q Market Research to craft and distribute 2000 customer satisfaction surveys (half sent through email and half sent in a physical letter) to residential customers. With a ten percent response rate in 2022 this methodology, applied to just a portion of our customers, exceeded totals from previous internal efforts sent to all residences. Results show that ERMU has a "Good" to "Excellent" Net Promoter Score, which assesses the likelihood that a customer would recommend our services. ERMU also scored high in community involvement, communication experiences, and value. This will be a multiyear project with a planned increase in the number of surveys sent in 2023 and 2024. Staff's aim is to reach all residential customers prior to the full implementation of Advanced Metering Infrastructure as it presents a major change in customer service that could impact results. • Field Services Building Construction — Complete the construction within budget. The construction of the Field Services Building was ongoing throughout 2022, with staff moving into the new building in November of 2022. The project included construction of the new garage, shops, inventory, and office space, along with demolition of the old pole sheds used for inventory and vehicle storage. This has been a multiyear initiative to improve workflow and get all field staff into the same building. It also offers security of vehicles and equipment by moving them inside, an upgrade to maintenance facilities, and improves daily tasks. Staff expects to work through punch list items and finish site work during spring and summer of 2023. Page 2 of 2 93