Loading...
HomeMy WebLinkAboutStaff Report 138-06TO:HONORABLE CITY COUNCIL FROM:CITY )L~NAGER DEPARTMENT:UTILITIES DATE:FEBRUARY 13, 2006 CMR:138:06 SUBJECT:STATEWIDE AND PALO ALTO BUSINESSCUSTOMER SATISFACTION SURVEY RESULTS This report is for the Council’s information only. No action is required. BACKGROUND: A sample of Palo Alto business customers were surveyed by RKS Research and Consulting as part of a statewide customer satisfaction survey conducted by California Municipal Utilities Association (CMUA). This is the second time City of Palo Alto Utilities (CPAU) has conducted a survey of this type. The initial benchmark study was first done in 2003, also in conjunction with the CMUA Statewide Survey of Business Customer Satisfaction. Interviews for both the CMUA statewide survey and the CPAU survey were conducted by telephone. The statewide survey was done during the summer of 2005 and the CPAU survey was done between September 28 and October 20, 2005. The statewide CMUA survey is based on 500 telephone interviews conducted among energy decision-makers at businesses throughout California. The City of Palo Alto over-sample consists of 100 interviews based on a list of business customers provided by CPAU. Interviews for the statewide SUlwey are distributed as follows: 400 interviews among businesses served by Municipal Utilities -250 in Southern California -150 in Northern California ,100 interviews among businesses served by California Investor-Owned Utilities Interviews for the Palo Alto over-sample are distributed as follows: ¯11 Key Accounts (greater than $500,000 revenue) ¯20 Large Customers ( betaveen $100,000 and $500,000 revenue) CMR:138:06 Page 1 of 4 69 Small Customers (less than $100,000 revenue) The survey addresses business attitudes and opinions on subjects such as utility image, power delive13,, account services, key accounts, billing services, pricing, value, public benefit programs, and economic development. DISCUSSION: The results of this research confirm that the CPAU has a strong relationship with its business customers. Business customers have a great deal of trust and confidence in CPAU as an organization, seeing it as a well-run, service-oriented operation that values their business. Even though many believe their electricity prices are higher than in the past, they feel good about the value and service that CPAU provides. Business customers also express very positive feelings about CPAU’s ability to provide them with consistent, reliable power - its power delivery record ranks well above other California municipal utilities. CPAU’s response to outages also plays a part - business customers give CPAU high praise for its quick response, for notifyir)g them in advance about planned outages and for being easy to reach for information when outages occur. Judging by the Business Performance Record (BPR), an RKS proprietary statistical model used to measure business customers’ satisfaction with their utility, CPAU continued to score above the norm for California municipal utilities; however, the margin was not as wide as in 2003. The most notable shift is in the price factor, which declined significantly over the past two years. By contrast, CPAU customers’ perceptions of its performance on value, image and power information have held steady, while relationship and power delivery have fallen since 2003. The table below smnmarizes the various BPR statistics in comparison with average of other Muni’s and CPAU’s score in 2003. Total BPR Price Value I Relationship Image Power Information Power Delivery .~ Significantly lower CPAU ’05 8.2 3.4.[. 8.2 7.8 8.4 8.5 8.4 than CPAU 2003 Total Muni ’05 8.0 3.8 8.0 7.7 8.2 7.6 8.3 CPAU ’03 8.4 4.8 8.2 8.2 8.4 8.5 8.7 CMR:138:06 Page 2 of 4 It’s interesting to note that despite declines in some BPR factors, customers are more likely to say their opinion of CPAU has improved over the last few years; just a handful say their opinion has gotten worse. Base: Improved Stayed about the same Gotten worse Not sure CPAU ’05 (100) % 19 78 3 Total Muni ’05 (400) % 12 81 5 2 CPAU ’03 (loo) % 13 71 7 9 CPAU’s performance on various components of image provides a clear view of its strengths and weaka~esses. Business customers award it highest scores for being m.lstworthy and being a good community citizen, scoring it well above the statewide norm. CPAU customers also award their utility above-average scores for "values us as a customer" and "works hard to retain our business." Although CPAU’s performance continues to rank at or above the statewide norm on most measures, some declines since 2003 merit a closer look: Customer service. Overall satisfaction with customer service reps declined significantly in 2005, indicating some opportunity for improvement. While businesses express confidence in customer serv-ice representatives’ knowledge, they appear more frustrated with the length of wait to speak to a representative and the time it takes to resolve problems. Given customers’ positive feelings of CPAU, it is very important that their contact experience confirm that view. Website enhancement. CPAU might consider retooling its website to improve its user- friendliness and information value to business customers. Given businesses’ interest in obtaining energy information, it may be worthwhile to spend more time talking to customers about the types of information they would find useful on the CPAU site, and ways to improve its navigability. Keeping the website infon~native and up to date will also be important as it continues to ~ow as a key customer interface. On January 23, 2006 Council approved two contracts (CMR: 102:06) for implementation of website management and redesign. Ener~ efficiency programs. CPAU has done an excellent job of generating awareness and interest in its energy programs among its business customers. As a result, businesses show a higher than average interest in energy efficiency pro~ams, demonstrated by their high level of calls to request additional information. This area represents an important CMR:138:06 Page 3 of 4 opportunity for CPAU to add value and forge stronger relationships with its customers. Key accounts with plans for expansion are prime targets for these programs. It is in CPAU’s best interest to address businesses’ needs by providing them with energy efficiency information and advice as much as possible. In addition to giving customers a sense of added value for their money, these pro~ams promote a sense of partnership and a feeling that CPAU values their business. Staff will return to the Council in spring with recommendations to address the oppommities and shortcomings highlighted in the survey. POLICY IMPLICATIONS There are no policy implications. ENVIRONMENTAL REVIEW There is no environmental assessment required. ATTACHMENT A: CMUA 2005 Palo Alto Business Customer Satisfaction Survey - Presentation B: CMUA 2005 Palo Alto Business Customer Satisfaction Survey - Report PREPARED BY: DEPARTMENT HEAD: Ipek Connolly, Resource Planner /(~l-- Director of_~dminist~tative Services CITY MANAGER APPROVAL: ~ON Assistant CiD~ Manager CMR:138:06 Page 4 of 4 [][][] 0 [] [][] [][][][][][][][][] [][] [] [] 0 C~ C~ C~ X C) m is It u u n C 0 (D O 0 0 0 0 0 0 0 [] CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS This report summarizes and highlights the City of Palo Alto Utilities’ (CPAU) Autumn 2005 survey among business customers conducted by RKS Research & Consulting. This effort represents the second time CPAU has conducted this survey, with its initial benchmark study first done two years earlier in 2003, also in conjunction with the CMUA Statewide Survey of Business Customer Satisfaction. This survey is an oversample of the CMUA Summer 2005 Statewide Survey of Business Customers Served by California ~Iunicipal Utilities. Interviews for both the CMUA statewide survey and the CPAU survey were conducted by telephone. The statewide survey was done during summer and interviewing on the CPAU survey was done between September 28 to October 20, 2005 by RKS Research & Consulting. The City of Palo Alto oversampIe consists of 100 interviews based on a sample provided by CPAU. The statewide CMUA survey is based on 500 telephone interviews conducted among energy decision-makers at businesses throughout California. Interviews for the Statewide survey are distributed as follows: ¯400 interviews among businesses served by Municipal Utilities 250 in Southern California 150 in Northern California I00 interviews among businesses served by California Investor-Owned Utilities The survey addresses business attitudes and opinions on subjects such as utility image, power delivery, account services, key accounts, billing services, pricing, value, public benefit programs, and economic development. CPAU results are presented in this report along with comparative results from the previous CPUA smwey conducted in 2003. Updated results fl~om the CMUA 2005 Statewide Study are also included to provide an additional gauge for judging CPAU’s performance. All findings have been weighted to assure accurate trending. Attached to this document is a questionnaire that shows results on a question-by- question basis. RKS will provide an on-site presentation of research results at a time that is convenient for CPAU. ~-’RKS Research & Consulting- All Rights Reserved, 2005.Confidential CMR:138:06 Attachment B CITY OF PALO AL TO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Business Performance Record The Business Performance Record (BPR) is RKS’ proprietary statistical model used to measure business customers’ satisfaction with their utility. The BPR provides a snapshot of utility performance in areas such as power delivery, customer service, and image and provides an overall score that offers a consistent basis for comparison to other utilities and to performance in prior years. Palo _hAto’s Total BPR score encapsulates its overall performance in 2005. It continues to score above the norm for California municipal utilities; however, the margin is not as wide as in 2003. The most notable shift is in the Price factor, which declined significantly over the past two years. By contrast, CPAU customers’ perceptions of its performance on Value, Image and Power Information have held steady, while Relationship and Power Delivery have fallen since 2003. Total BPR Price Value Relationship Image Power Information Power Delivery CPAU ’05 8.2 8.2 7.8 8.4 8.5 8.4 $ Si~omificandy lower than CPAU 2003 Total Muni ’05 8.0 3.8 8.0 7.7 8.2 7.6 8.3 CPAU ’03 8.4 4.8 8.2 8.2 8.4 8.5 8.7 2 ~RKS Research & Consulting- All Rights Reserved, 2005.Confidential RESF RCH & CONSD-LTINC CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS California Business Climate (Q,1) CPAU customers’ business plans are typical of other businesses across the state. The majority (65%) expect their business activity to remain the same; a bit under one in t.hree (30%) expect to expand their operations. Key account customers are most likely to looking at expansion (46%), followed by Large businesses (20%) and Small (7%). [QJ-b] Base: Keep them the same Exp and 21 Move to a different location 5 Reduce or close certain operations 1 Not sure 5 1 6 CPAU ’05 (100) % 65 30 Total Muni ’05 ( 00) % 68 Utility Image (O2-3) Asked about their overall opinion of CPAU, more than three out of four business customers (79%) say they have an extremely positive opinion, slightly above the average for municipal utilities across the state. [Q2a] CPAU ’05 Total Muni ’05 CPAU ’03 Base:(100 (400)(100) Very favorable~79%76%82% Mean 8.3 8.4 8.4 ~ Percent responding 8, 9 or i0 on a 0 (very unfavorable) to I0 (ve~.- favorable) scale Most CPAU business customers (78%) say their opinion has stayed the same over the past few years; another 19% say their opinion has improved. Customers cited several reasons for their improved opinion - low rates (35%), power reliability (28%), good customer service (22%), quick response to outages (19%), and its green energy program (11%). Those whose opinions fell mention high electricity prices (13%). eRKS Research & Consulting- All Rights Reserved, 2005.Confidential RESEAB.CH &CONSL TING CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS It’s interesting to note that despite declines in some BPR factors, customers are more likely to say their opinion of CPAU has improved over the last few years; just a handful say their opinion has gotten worse. [Q2b-c] Base: CPAU ’05 Total Muni ’05 (100)(400) % Improved 19 12 Stayed about the same 78 81 Gotten worse 3 I 5 iNotsure .2 CPAU ’03 (lOO) % 13 71 7 9 CPAU’s performance on various components of image provides a clear view of its . strengths and weaknesses. Business customers award it highest scores for being trustworthy and being a good community citizen, scoring it well above the statewide norm. CPAU customers also award their utility above-average scores for "values us as a customer" and "works hard to retain our business." Comparisons to CPAU’s 2003 scores paint a somewhat different picture. While its scores for being trustworthy and a good community citizen rose to very high levels, ratings on all other measures fell noticeably since 2003. Those showing the greatest declines include "values us as a customer," "prepared for the future," and "works hard to retain our business." 4 CRKS Research & Consulting- All Rights Reserwed, 2005.Confidential CMR:138:06 Attachment B CITY OF PASO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Base: Trustworthy Good community citizen Meets our expectations Well-run utility Values us as a customer Progressive and cutting edge Prepared for the future Works hard to retain business One of most valuable partners CPAU ’05 (lO0) 8.9 8.8 8.2 8.1 7.9 7.7 7.7 7.6 7.4 Total Muni ’05 (400) 8.2 8.1 8.3 8.1 7.5 7.6 7.7 7.1 7.2 CPAU ’03 (lOO) 8.5 8.4 8.6 8.4 8.4 8.1 8.3 8.1 As might be expected, Key Accounts have the most positive impression of CPAU compared to theh- smaller customer counterparts. Key Accounts see CPAU as more trustworthy and progressive, and feel more valued as customers. Base: Trustworthy One of our most valuable business partners Progressive and cutting edge Works hard to retain our business Values us as a customer Key Account (11) 9.3 7.9 9.0 8.4 9.0 Large (20) 8.6 7.0 6.4 7.0 7.0 Small (69) 8.4 6.7 7.8 7.0 7.4 5 CRKS Research & Consulting- All Rights Reserved, 2005.Confidential CMR:138:06 Attachment B CITY OF PASO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS As a group, CPAU customers feel good about its sense of environmental commitment, awarding it above average ratings on this measure. They are also relatively positive when asked about CPAU’s efforts to help them use less energy and save money, giving the utility ratings well above California state norms for its efforts to help businesses save ener~7. [Q3c] CPAU ’O5 (lOO)Base: Commitment to protect the environment 8.1 Efforts at helping businesses save ener~7 and money 7.7 7.1 Providing practical information that helps yoh use 7.5 7.2less energy in your business Mean rating on a 0 (poor) to 10 (excellent) scale Total Muni ’05 (400) 7.7 Power Delivery (Q4-6) CPAU boasts an impressive power delivery record, with three quarters (74%) of its business customers saying they did not experience any outages in the past year, a significant improvement over what was found in 2003. Those that did suffer outages reported fewer than in the past, averaging 1.1 outages compared to 2.4 in 2003. CPAU customers are much less likely to experience an outage or power interruption than other business customers across the state. CPAU ’05 Total Muni ’05 CPAU ’03 Zero outages (%)74*54 67 Average # outages 1.1 !2.9 2.4 I 4.7 6.5Average # surges 1.8 *Significantly higher than CMUA Muni 2003 6 ’~RKS Research & Consulting- All Rights Reserved, 2005.Confidential i ESE/cqCH ° CONSULTING CMR:I38:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS When asked about its performance on different aspects of power delivery, CPAU business customers award their utility consistently high marks. They are especially impressed with CPAU’s work to restore power quickly; they also give it top scores for providing reliable power during very hot and cold weather, and for its commitment to maintaining poles and equipment. [Q5] CPAU ’05 CPAU ’03 Restoring power as quickly as possible 9.1 8.5 8.7 Providing electricity reliably during 8.8 8.7 NAvery hot and cold periods .. Maintaining poles and equipment 8.8 8.4 NA Easy to reach to obtain info about a 8,6 7,8 8,8power outage Providing an accurate estimate of restoration time 7.9 7,6 ~L4 = not available. Not asked in 2003 survey Business customers’ confidence in CPAU can be seen in other power delivery ratings, where they give it scores well above the average for reliability and keeping them informed of planned outages. They give lower scores than in 2003, however, for providing reliable, clean power, falling just below the state norm. [Qe] Providing electricity reliably, minimizing number and duration of outages Keeping you informed about planned power outages for system maintenance Providing clean power free of surges or voltage fluctuations CPAU ’05 Total Muni ’05 CPAU ’03 9.0 8.5 7.6 8.5 7.9 8.0 8.4 7 ~rRKS Research & Consulting- All Rights Reserved, 2005.Confidential CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Account Services (Q7-9) Nearly three out of four (73%) CPAU business customers contacted the utility in the last 12 months, 10 points less than in 2003 (83%). CPAU’s business customers are much more likely to be in touch with their utility than others in the state, where the average rate is just 64%. As a group, CPAU business customers made an average of 3.8 calls to CPAU over the last 12 months, a significant drop from the average of 9.8 calls logged in 2003 and below the state average of 5.0. [QTb] Their reasons for calling offer good news. An unprecedented one in three of customers’ most recent calls (35%) were inquiries for information about energy efficiency programs. Another 31% called with billing questions. New service/disconnects accounted for 8% of calls, while 2% called about, power outages. Nine percent (9%) had miscellaneous reasons for calling. [QTc] Business customers’ perceptions of CPAU’s customer service reps have fallen off since 2003, dropping slightly below the state benchmark. And while they give reps high scores for their knowledge and ability to answer all their questions in one call, CPAU business customers are less pleased with the speed at which issues are solved and their length of wait to speak to a rep, giving CPAU much lower ratings than in the past. [QTd] Base: Overall satisfaction Knowledge Answer all questions while on phone Ease of understanding phone menu instructions Resolve issues quickly Length of wait $ Significantly lower ~han CPAU 2003 Mean based on a 0 (not at all satisfied) to 10 (very saVisfied) scale CPAU ’05 (5O) 7.8~ 8.6 8.3 7.6 7.6 7.4~ TotaI Muni ’05 (225) 8.0 7.9 7.9 7.9 7.8 CPAU ’03 (64) 9.0 8.7 8.2 NA 8.5 8.8 8 CRKS Research & Consulting - All Rights Reserved, 2005.Confidential RESF ARGH &CONSULTING CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPOR T OF FINDINGS When asked what one thing CPAU could do to make it easier for business customers to have contact with them, the majority (59%) said nothing or weren’t sure. Many of their suggestions centered on providing a dedicated point of contact for businesses. These included a dedicated line for businesses (6%), an assigned account rep (6%), phone calls initiated by CPAU (5%), and contact with their account rep (5%). [QTe] Key Accounts Of the designated key accounts, most (95%) respond that they have a CPAU account rep who visits them at their site. Those that do are extremely satisfied with the service they receive, giving their reps excellent ratings for being responsive, easy to reach, and informative. [QSa-b] Base: Overall satisfaction with account manager Promptly responding to you Being easy to get in touch with Initiating contact with you Providing you with useful information Understanding your or~amzat~on s needs and operations Helping your organization with money-saving advice Meeting your overall needs and expectations Being knowledgeable about your business operations CPAU Key Acct. (15) 9.2 9.2 9.0 9.0 9.2 8.7 8.7 8.4 Key (18) ....... 8.9 9.0 8.8 8.5 8.9 8.8 8.9 CPAU customers are three times more likely to visit their utility’s website than others around the state. More than two out of three (68%) have visited CPAU’s website in the past year compared to just 22% on average for utilities across the state. Virtually all (100%) of Key Account customers have visited the site, as well 50% of Large businesses, and 16% of Small businesses. Visits are up within the CPAU customer base as well, from 57% in 2003 to 68% in 2005. ~’RKS Research & Consulting- All Rights Reserved, 2005.Confidential RESEARCH &CONSL]_TING CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Those that visit the site give it middle-of-the-road ratings (6.9) for being easy to use, well under the 7.7 average for other municipal utility websites. These CPAU customers are also somewhat critical of CPAU website’s information content, giving it lower than average ratings on this measure (CPAU 7.2, Total Muni 7.8). [Qga,94 Total Muni ’05 CPAU ’03 Visited website past 12 months (%)22 57 Easy to use (mean rating)~7.7 7.7 Informative (mean rating)’~7.8 NA ~Mean rating on a 0 (difficult) to I0 (easy) scale CPAU ’05 68* 6.9 7.2 2Mean rating on a 0 (uninformative) to 10 (very informative) scale *Si~omificantly higher than CPAU 2003 Billing Issues Business customers express confidence in CPAU’s billing practices, rating it at or above state norms on all measures. Business customers are pleased with CPAU’s billing accuracy and feel good about the variety of payment options made available. Customers also see an improvement in bill clarity (from 7.6 to 8.1), though this dimension still has some room to grow to meet the state average of 8.3. Accuracy of your monthly bill Variety of options available for paying bill Length of time to pay bill without penalties Clarity of information Mean based on a 0 (poor) to 10 (excellent) scale CPAU’05 Total Muni’05 8.7 8.7 8.6 8.2 8.3 i 8.3 8.1 ~8.3 CPAU ’03 NA ~N,TA NA 7.6 10 C~RKS Research & Consulting- All Rights Reserved, 2005.Confidential RESF &RCH &CONSULTING CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Pricing and Value (Ql1-12) CPAU business customers’ price perceptions have shifted considerably over the past two years. On a 10-point scale where 0 means the price is low and 10 means the price is high, CPAU customers give their electricity price an average rating of 6.6, much higher than its 2003 rating of 5.2. (On this one scab a higher rating = a more critical or negative assessment.) One in three (34%) believe CPAU prices are high, compared to just 21% who responded this way in 2003. At this time, CPAU business customers tend to believe their electricity prices are higher than others around the state (CPAU 6.6, Total ~[uni 6.2). \Vhen asked to rate the total value of what they receive f~’om theh" utflity, customers place CPAU on par with its peers. Customers give it.an average rating of 7.7 for the value it provides in electricity and associated services. In comparison, the average statewide is 7.8. Despite similar average scores, it’s worth noting that 70% of CPAU customers gave it an 8, 9 or i0 for the value it provides, compared to 59% of customers statewide. [Q12~] Delving into specific aspects of pricing provides a clearer indication of CPAU’s strengths and weaknesses. Business customers feel they receive good service, competitive prices, and good value for their money on a par with state benchmarks. In addition, they rate CPAU much higher than the average for offering easy to understand pricing, helping manage their business’ monthly energy usage, and offering pricing options to meet their needs. CPAU receives slightly lower ratings than 2003 for having competitive prices and pro~dding a good value for the money - not a surprising finding, in light of the higher price perceptions noted earlier. [@n] Total Muni ’05 8.0 7.8 8.1 6.9 6.7 Pricing options to meet your needs 6.7 Mean based on a 0 (poor) ~o I0 (excellent) scale Ii ¢’RKS Research & Consulting- All Rights Reserved, 2005. CPAU ’03 8.5 8.5 8.0 NA NA Confidential CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Energy Efficiency/Public Benefit Programs (Q13) Palo Alto has done an outstanding job of educating its customers about its energy efficiency programs. In addition to the unusually high number of customers who called CPAU for program information, its business customers demonstrate a high level of awareness of all the programs it offers, far above state benchmarks. Its ener~- efficiency rebate program is best known, with 75% aware. [Q13a] Base: Energy efficiency rebate programs Ability to view your consumption on website Energy audits Green ener~ programs Solar energy or photo-voltaic rebates Advanced metering with in-depth consumption information Seminars on the latest energy advances CPAU ’05 (100) % 75* 70* 68* 66* 59* 59* 56* Total Muni ’05 (400) % 51 31 33 34 28 19 33 CPAU business customers show much stronger interest in energy efficiency programs than others around the state. They are most interested in energy efficiency rebates (8.2) and the ability to view their organization’s consumption on CPAU’s website (8.0). [e13b] CPAU’05 I Total Muni’05 Energy efficiency rebate programs 8.2*6.5 Ability to view your consumption on website 8.0*6.1 Advanced metering 7.6*,5.7 Seminars on the latest energy advances 7.4*4.9 Energy audits 7.0*5.0 Green energy 7.0*t 5.5 Solar energy 5.9 5.1 Rating on a 0 (no interest) to 10 (a ~o-reat deal of interesi) scale 12 ~RKS Research & Consulting- All Rights Reserved, 2005.Confidential RESE}d .CH &CONSL-LTING CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Communications (Q14) As a group, CPAU business customers feel much more strongly than other business customers about the need to receive energy information from their utility - 87% consider it "very important" that their utility keep them up to date on energy issues, significantly more compared to 68% of those statewide. When asked about the overall effectiveness of CPAU’s current communications to commercial and business customers, 70% of CPAU business customers characterized them as "very effective," far above the state average of 43%. Key accounts are especially pleased with CPAU communications, with 91% saying they are "very effective." About half (55%) of Large businesses and 51% of Small businesses feel the same. Overall, CPAU customers give its communications an average rating of 7.6 for their effectiveness, wel! above the state average of 6.7. When asked about their preference, most CPAU business customers say they prefer to receive this information by email (67%) while some would like a newsletter (23%).. They are divided on its frequency- 39% prefer a quarterly notice, while 38% would like to receive information monthly. In other communications, about 62% of CPAU respondents say they received a call from a utility representative which was initiated by the utility, over three times the state average of 20%. The majority (87%) felt these contacts were a good idea. 13 ~RKS Research & Consulting- All Rights Reserved, 2005.Confidential RESEAIqCH & CONSL TINO CMR:138:06 Attachment B CITY OF PALO ALTO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Utility Preference(Q15a) By far, most business customers served by CPAU still say they would prefer to obtain their electricity from a municipal utility, at levels even higher than in 2003 and customers statewide. They show much less interest in service from IOUs than other businesses across the state -just 10% state a preference for an investor-owned utility compared to 16% statewide. [O15a] (100) % Municipal (community-owned)75 Investor-owned 10 Neither 2 Not sure 12 Total Muni ’05 (400) % 67 16 16 CPAU ’03 (100) % 66 10 4 20 Summary and Conclusions The results of this research confirm that the City of Palo Alto Utilities has a strong relationship with its business customers. They have a great deal of trust and confidence in CPAU as an organization, seeing it as a well-run, service-oriented operation that values their business. Even though many believe their electricity prices are higher than in the past, they feel good about the value and service that CPAU provides. Business customers also express very positive feelings about CPAU’s ability to provide them with consistent, reliable power - its power delivery record ranks well above other California municipal utilities. Their response to outages also plays a part - they give CPAU high praise for its quick response, for noti~dng them in advance about planned outages and for being easy to reach for information when outages occur. 14 ~RKS Research & Consulting- All Rights Reserved, 2005.Confidential RES GH &CONSULTING CMR:138:06 Attachment B CITY OF PALO AL TO UTILITIES FALL 2005 BUSINESS CUSTOMER SURVEY REPORT OF FINDINGS Although CPAU!s performance continues to rank at or above the statewide norm on most measures, these declines since 2003 merit a closer look: Customer service. Overall satisfaction with customer service reps declined significantly in 2005, indicating some opportunity for improvement. While businesses express confidence in customer service reps’ knowledge, they appear more frustrated with the length of wait to speak to a rep and the time it takes to resolve their problem. Given customers’ positive feelings of CPAU as a company, it is very important that their contact experience confirm that view. Although most business customers are satisfied with their overall contact experience, there is clearly an opportunity to bridge a gap in this area. Website enhancement. CPAU might consider retooling its website to improve its user-friendliness and information value to business customers. Given this group’s interest in obtaining energy information, it may be worthwhile to spend more time talking to customers about the types of information they would find useful on the CPAU site, and ways to improve its navigability. Keeping the . website informative and up to date will also be important as it continues to grow as a key customer interface. Energy efficiency programs. CPAU has done an excellent job of generating awareness and interest in its energy programs among its business customers. As a result, they show a higher than average interest in energy efficiency programs, demonstrated by their high level of calls to request additional information. This area represents an important opportunity for CPAU to add value and forge stronger relationships with its customers. Key accounts with plans for expansion are prime targets for these programs. It’s in CPAU’s best interest to address their needs by providing them with energy efficiency information and advice as much as possible. In addition to giving customers a sense of added value for their money, these programs promote a sense of partnership and a feeling that CPAU values their business. 15 ~RKS Research & Consulting- All Rights Reserved, 2005.Confidential