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HomeMy WebLinkAboutAgenda - 10-02-1995 - IX-A r i • 1 ORANGE COUNTY BOARD OF COMMISSIONERS Action Agenda Item No ZX_A ACTION AGENDA ITEM ABSTRACT Meeting Date: October 2 , 1995 SUBJECT: Customer Service, Innovation, and Efficiency Study ----------------------------------------------------------------------- DEPARTMENT County Manager PUBLIC HEARING YES NO X -------------------------------- ------------------------------- ATTACHMENT( S) INFORMATION CONTACT Examples of Recent Innovation/ County Manager, ext 2300 Efficiency/Cost Saving Measures TELEPHONE NUMBER Customer Service Survey Benefits/ Hillsborough 732-8181 Constraints Chapel Hill 968-4501 Examples of Results from Lincoln County Mebane 227-2031 Survey Durham 688-7331 ----------------------------------------------------------------------- PURPOSE: To discuss and provide direction to staff on an approach to pursuing a study of customer service, innovation, efficiency, and cost savings in Orange County government services. BACKGROUND: At the September 5 meeting, the Board of Commissioners directed the County Manager to pursue a two-pronged effort to involve citizens in a well-defined review of opportunities in Orange County government for: additional efficiency, innovation, and cost savings improvements; and a targeted survey of citizen perspectives on Orange County customer service quality. The Board asked the Manager to consult with department heads for suggestions about the best ways for undertaking these efforts, to seek assistance from the North Carolina Institute of Government ( IOG) staff in conducting these efforts, and to bring the topic back for further Board discussion and decisions on involving citizens in the review process . The Board also indicated a desire to undertake the review of efficiency, innovation, and cost savings, and to try to complete that in the short-term. The service quality/customer service portion of the study would require more time to complete. Efficiency and Innovation Study In recent years, County departments have implemented many initiatives to reduce the cost of providing services to our citizens. A suggested focus for the citizen committee on efficiency/innovation would be to look for additional opportunities for these kinds of improvements . The budget directive to County departments for the past five years has been to submit budget requests with no increase for operations , unless those expenditures were uncontrollable ( such as the County' s match for Medicaid) . To accomplish this directive, with work load demands increasing and annual inflation increases of about three percent, departments have found numerous ways to reduce costs; to provide more efficient service; or to reallocate existing personnel and operating resources to higher priority services . Examples of some of these initiatives are listed at Attachment 1 of this abstract. s i 2 Of the County' s $73 million annual budget, a comparatively small portion is allotted for County operations ( excluding costs for personnel , schools , debt service , capital facilities and equipment , and outside agencies) - around $10 million, or about 14 percent of the total general fund budget . Of this $10 million, just over $4 million is budgeted for public assistance programs in the Department of Social Services. The balance, around $6 million, which represents approximately 8 percent of the total general fund budget, is left for County operations . while additional opportunities for efficiency and innovation in County operations will undoubtedly be identified, perhaps an important focus of the study should be a review of opportunities to reallocate existing personnel or operating resources from services perceived by citizens as lower in priority , to those of greater import . Jack Vogt of the IOG has agreed to work with the County on the efficiency/innovation study and to provide help and guidance to the citizen committee as it conducts its review. The Manager proposes that the efficiency/innovation committee be charged with delivering an interim report of results to the Board of Commissioners by April 16 , 1996 . Recommendations stemming from that report could be considered as part of the 1996-97 budget process , with a final product timetable established sometime later. Customer Service Study At a September 8th meeting , department heads discussed the benefits and constraints which should be considered by the Board in determining how to proceed with the customer service study. Attachment 2 outlines the major themes from the department head discussion. Perhaps the most significant will be recognition that the study represents a substantial outlay of time and effort that will require a commitment to this as a priority over an extended period. Beyond the commitment to complete the study, another key theme was the need for commitment required of the entire organization to follow through on opportunities for improvement identified by citizens. This will be vital to the overall success of the study. Incorporating outcomes determined on a department-by-department basis into future departmental workplans will provide a supportive structure for the necessary follow-through. Roger Schwarz and Peg Carlson of the IOG have agreed to work with the County and citizen committee to fashion a service quality survey similar to one they developed earlier for Lincoln County. The service quality study contemplated would involve a survey of Orange County citizens and employees that would focus on six to eight dimensions of service quality . In the Lincoln County study, these dimensions included: convenience; security; reliability; personal attention; problem solving approach; fairness; fiscal responsibility; and citizen influence . Examples of some of the findings from Lincoln County are included as Attachment 3 . 3 One of the most important aspects of the service quality study is to identify gaps, if any, between what employees think citizens will say they receive in terms of service quality in various dimensions; what citizens say they receive in those dimensions; and what citizens say they expect to receive in those dimensions . The larger purpose of the service quality study will be served by identifying, examining , and implementing organizational changes that can close those gaps in the future. Given the complexity of this project , and depending on the time needed to complete the efficiency/innovation review phase, the Manager recommends that a minimum of 12-18 months be allotted for completion of the service quality study. Citizen Committees The Manager recommends that the Board appoint two separate committees, that could potentially meet together on several occasions (on an as needed basis ) to share information that might be beneficial to the work of the other committee. The Manager recommends that the Board include a number of employee representatives on the committees to assist the citizen appointees in gaining a broader perspective of how Orange County departments currently conduct business . One approach would be for the Board to appoint two 15 member committees, with 9 citizen appointees designated by the Board and 6 employees ( representing a cross-section of 2 first-line workers , 2 supervisors, and 2 department heads ) designated by the Manager . Selected staff from the Manager' s Office, Budget, and Personnel would provide staff support to the committees throughout the process. Part of the charge to the committees should be to develop specific definitions of the terms "innovation" , "cost savings" , "efficiency" and "service quality" as these pertain to this study effort. The Board should also consider defining the scope of the review expected of the committees . The Manager recommends that the committees pursue their reviews from a broad perspective, and that the efficiency committee particularly limit its focus on the line-item level of detail . A major part of the focus should also be on how resources or priorities could be redirected, rather than on specifically reducing service levels . The Board may wish to consider making appointments to the citizen committees at this meeting, or postpone that portion of the decision process to the next regular meeting on October 17 . Staff is prepared to begin work immediately with the Institute of Government consultants , consistent with the Board' s direction. RECOMMENDATION: The Manager recommends that the Board discuss the proposed course of action for a two-pronged review of efficiency, cost savings, and innovation opportunities , and of customer service quality; and provide appropriate direction to the Manager and staff for beginning this effort. ATTACHMENT I t 4 Selected Examples of Cost Saving/Efficiency/Innovation Initiatives Implemented in Recent Years 1 . Consolidated the 21 unattended greenbox sites to 6 staffed solid waste collection sites . This initiative has reduced the tonnage deposited into the landfill from County solid waste containers by roughly 50% , at an annual savings in tipping fees of more than $200 , 000 . 2 . The installation of the County-owned telephone system about four years ago caused a dramatic decrease in the call volume of the switchboard. Although it is still necessary to maintain two switchboard operator positions, these employees are now able to also support County departments by running large photocopy jobs and the County print shop. 3 . The Finance Department initiated a new procedure for processing accounts payable. County departments enter requests for payment on computer diskette. This information is verified by the Finance Department and is then uploaded to the accounting system. This new procedure eliminates double keying of vast amounts of data. 4 . Orange County EMS has initiated a pilot program involving single paramedics using Quick Response Vehicles (QRVs) to provide initial response to most calls for an ambulance. Paramedics respond with Advanced Life Support capabilities , treat the patient at the scene, and refer or call for an ambulance if necessary. If fully implemented upon completion of the pilot phase, this service delivery approach could free up considerable EMS staff time to focus on other aspects of patient care that will improve overall patient outcomes. 5 . The Planning Department reduced their $9, 000 advertising budget by nearly $4 , 000 , a 40 percent reduction. Planning staff analyzed advertising by other jurisdictions and suggested changes to County advertising practices that meet the requirement of the law while continuing to inform citizens appropriately on planning issues . 6 . Eliminated the use of temporary property tax listers formerly stationed in various locations throughout the County' s seven townships . This initiative saves about $18 , 000 each year. 7 . An example of efficient coordination between jurisdictions is the new fueling site being constructed as part of the Motor Pool project . The County negotiated with the Town of Hillsborough to jointly use the County' s new fueling site . The Town will contribute $43 , 540 to help offset construction. 8 . Various cost saving initiatives at the Jail have been implemented: (a) The Sheriff installed a pay-tel telephone system, which allows inmates to make outgoing collect telephone calls. This initiative generates around $17 , 000 per year in revenue returned to the County . 5 (b) The Sheriff took over the canteen operations for the jail . This function had previously been provided by an outside vendor. The canteen is expected to generate a net profit of around $30 , 000 annually. (c ) In lieu of adding a Deputy position to meet the work load demands in the Jail , a custodian position was approved by the Board of Commissioners . This relieved the sworn officers from many of the general custodial duties and frees their time to tend to more pressing jail needs . 9. Eliminated service contracts on certain equipment not heavily used. This included office equipment, such as typewriters , which had in the past been maintained under service agreements . To pay for repairs of equipment if necessary, funds were budgeted to repair equipment on an as-needed basis. By eliminating these contracts, the annual savings could be as much as $22, 000 . 10 . The Emergency Management Services department analyzed the telephone line usage to determine if any emergency phone lines could be eliminated. Certain dedicated ring-down lines were eliminated and a number of dedicated administrative lines were consolidated. The annual costs savings is about $5 , 000 . 11 . The Department on Aging negotiated a deal with the Durham Herald to publish and underwrite distribution of The Senior Times, a bi-monthly publication. This initiative not only increased circulation of this publication, but also saves nearly $16 , 000 per year in publication and distribution costs . 12 . By expanding the transportation system to a public transportation system for rural Orange County, the County became eligible for Federal Section 18 funds, totaling nearly $90 , 000 each year. 13 . The Data Processing Department explored various options for providing equipment maintenance. The result was a third .party agreement for maintenance for the McDonnell-Douglas mainframe computer. By using in- house staff for equipment repairs with assistance by the third party, the savings were reallocated to pay for the new RS6000 computer. Annual maintenance was reduced from around $70, 000 to about $11 , 000. 14. Various automation efforts have allowed the County to provide more efficient services in many areas . Some examples include: (a) Master Client Index project; (b) Optical Imaging Project in the Register of Deeds Office; (c ) Applicant tracking system in Personnel ; (d) The budget development and capital improvements plan system; (e) Geographic Information Systems; ( f) Records system in the Sheriff' s Department (Visions ) ; (g) the State' s automated collection tracking system (ACTS) in Child Support Enforcement; and (h) Electronic Mail , which is being implemented in all County Departments. 6 15 . In May 1994 , the Board of Commissioners approved an EMS franchise for Johnston Ambulance Service, a private ambulance provider . This initiative allowed the County to discontinue providing convalescent transport service, which allowed limited resources to be to redirected to higher priority aspects of emergency medical services. 16 . The County began purchasing modular ambulances, with the chassis and ambulance box as two separate components . This initiative allows the County to refurbish, not replace, ambulances after approximately 150 , 000 miles . The cost of replacing the chassis only is about $16 , 000 , instead of $65 , 000 to $70 , 000 to replace the entire ambulance. 17 . The County routinely uses cars that the Sheriff ' s Department has taken out of service. These vehicles can generally give an additional 50 , 000 miles of service when reallocated to other departments before being sold at auction. 18 . Redesigned the merit pay plan to include performance awards as a one time payment which do not become part of base annual salary. When compared to the previous merit pay plan, this change is estimated to save $1 .7 million over a five year period. 19 . Implemented two Incentive Programs: the Savings Count program, which is an employee suggestion program; and the You Can Count on Us program, which is a team achievement awards initiative. 20 . Completed a comprehensive review of the employee health insurance plans to identify cost saving options for Board of Commissioners consideration, providing potential cost savings in the range of $160 , 000 to $330 , 000 . 21 . Through enhanced management and education on Federal wage-hour requirements and implementation of the Federal Fair Labor Standards Act Section 7 (k) exemption in Emergency Management Services, reduced annual costs for overtime pay by approximately $100 , 000 for 1994-95 . r ATTACHKENT II 7 Customer Service Survey Benefits 1. Enables the County to identify where to place its energy as an organization in providing more effective customer service. 2. Gives a broad, County-wide perspective on citizen perception of service quality. 3. Provides objective, factual information of citizen perceptions of Orange County service quality and helps the County to see services from the perspective of the citizen. 4. Educates citizens about Orange County services and the importance the County places on customer service. 5. Follows through and builds on the County's on-going customer service initiative. Constraints 1. Does not provide information as to what the County needs to do; that is, how to close the service quality gaps. 2. May raise expectations on the part of citizens and employees which cannot be met or met in a timely way. Requires the County be clear about what it is going to do, and how the information will be used. Beyond this,requires that the County follow through and act on the survey results. 3. Requires excellent survey design and timing to assure validity; that is,the survey is measuring what it is intended to measure. 4. Will not tell the County if it is providing the right services. 5. Requires considerable investment of staff time to complete the survey and follow through on results. In turn,this requires the County make a commitment to this as a priority over an extended period. ATTACHMENT III 8 Lincoln County Government Employee Feedback Handout Service Indices - About Organization El Employees Predict 0 Citizens Receive ❑Citizens Expect 4 4.1 4 4.1 4 4.1 4 4 3.6 3.4 3.7 F-7 3.5 .3..5 38 3.2 3.5 3.1 3.3 3.1 3.7 3 3 4 '3 5 3 2 27 3,1 .7 .... 2.7 .... .... ... .... 2.4 ... ... .... .... .... .... .... ... .... ... .... .... .... .... .... .... ... .... .... .... ... ... .... .... .... .... ... .... .... 2 .... .... .... ... ... ... .... .... .... ... ... ... .... ... ... ... .... ... ... .... ... ... ... .... .... .... .... .... .... Convenience Security Reliability Personal Problem Fairness Fiscal Citizen Attention Solving Responsibility Influence Approach Index Descriptions: Convenience - providing services that are easily accessible Problem Solving Approach -providing services by working and convenient with citizens Security- providing services in a way that makes citizens Fairness- providing services in a way that is fair to all feel secure and confident Fiscal Responsibility- providing services in a way that uses Reliability- providing services reliably and accurately money responsibly Personal Attention-providing services in a way that is Citizen Influence-providing services in a way that personalized, courteous, and attentive citizens can have influence in how the service is delivered Organization 61 Page 61 1 g Lincoln County Government Emp{oyee Feedback Handout Which of the eight indices is most important to citizens? - About Organization Employees' responses: Citizens' responses.: Fiscal Fiscal Responslblllry Responsibility Citizen 2oX citizen 27% Influence 47. Influence 2% Convenience 9% Convenience 13% Fairness 26% Fairness Security � 16% 12'/. i Securtty 9% Problem Reliability Solving Personal 14% Problem ReI15X lty Approach Attention srt Personal 12% 6% Approach Attention Index Descriptions: Convenience- providing services that are easily accessible Problem Solving Approach-providing services by working and convenient with citizens Security- providing services in a way that makes citizens Fairness- providing services in a way that is fair to all feel secure and confident Fiscal Responsibility- providing services in a way that uses Reliability - providing services reliably and accurately money responsibly Personal Attention-providing services in a way that is Citizen Influence-providing services in a way that personalized, courteous, and attentive citizens can have influence in how the service is delivered Organization 62 Page 62 10 Lincoln County Government Employee Feedback Handout Convenience Index Examples: (employees predict) *Citizens in Lincoln County believe that. . . (citizens receive) 1 believe that . . . . . . Lincoln County provides services at hours that are (citizens expect) 'In order to be satisfied, I expect that. . . convenient to all of its citizens.* About Organization strongly agree 5 4 agree 4 3.6 RMISISSERM neither agree 3 ., 2.7 nor disagree ........... ........... ........... .......... .......... disagree 2 - ........... ........... ........... ........... ........... strongly disagree 1 Employees Citizens Citizens Predict Receive Expect Organization 53 Employees Citizens Citizens Predict Receive Expect Convenience Index Questions Ora• Ora• OM Lincoln County has locations that are convenient to all of its citizens. 2.7 3.8 4.0 . . . they can find a parking place when they visit a Lincoln County office. 2.0 3.3 3.9 . . . Lincoln County employees help them without their having to give employees the same information again and again. 3.0 3.6 4.0 Lincoln County provides services at hours that are convenient to all of its-citizens. 3.0 3.8 4.1 Page 53 1 11 Lincoln County Government Employee Feedback Handout Fiscal Responsibility Index Examples: (employees predict) 'Citizens in Lincoln County believe that. . . (citizens receive) 'I believe that. . . . . . Lincoln County government spends money responsibly.' (citizens expect) 'In order to be satisfied, I expect that. . . About Organization strongly agree 5 4 agree 4 3.1 norther agree 3 not disagree 2.4 disagree 2 strongly disagree t Employees Citizens Citizens Predict Receive Expect Organization 59 Employees Citizens Citizens Predict Receive Expect Fiscal Responsibility Index Questions Org• Ora. Orq. . . . Lincoln County government spends money responsibly. 2.4 3.1 4.0 Lincoln County government provides its services without wasting money. 2.4 3.1 4.0 Page 59