CUSTOMER ACCOUNTING DIVISION

 

Additional information about the Customer Accounting Division of the Finance Department may be obtained by calling Cindy Nicolaisen, Utility Accounts Manager, at (919) 469-4054, through e-mail at cindy.nicolaisen@townofcary.org, or by visiting the Town’s website at www.townofcary.org.

 

 

TOWN OF CARY GOALS AND INITIATIVES

Town Focus Areas

Focus Area I:

Community Planning

Focus Area II:  Infrastructure

Focus Area III:  Financial Condition

Focus Area IV:  Municipal Services

Town Goals

Achieve a well-planned community using innovative and proactive planning approaches and techniques.

Ensure that roads, water and wastewater facilities, parks, and other infrastructure exists for the existing citizens and for the future needs identified in the comprehensive plan.

Achieve a stable and strong financial position by accurately estimating, prudently allocating, and managing financial resources.

Achieve a high level of service to the citizens in a prompt, reliable, responsive, and cost-effective manner.

Town Initiatives

(pages 2 and 3 of this document contain full descriptions of each Town Initiative)

Growth Management

  Long Range Water Resources

Housing Program

Comprehensive Planning

Land Use Plan

Environmental Concerns

Infrastructure and Level of Service Standards

Fiscal Plan

Water, Wastewater, Trans-

portation Infrastructure

Broad Band Technology Services

Long Term Financial Plan

Performance Measurement

Short Term Financial Planning

Review Operations

Cost Consciousness and Sustained Service Provision

Public Involvement

Departmental Goals and Initiatives

 

 

 

 

 

 

 

 

 

 

 

 

4

4

1,2,

3,4, 5,6,7

8,9,

10, 11, 12

 

 

 

DIVISION GOALS AND INITIATIVES

Customer Service and Utility Billing

1.   Process customer requests and respond to inquiries regarding new accounts, utility billing, online services, payments and change in services for approximately 50,400 customers.

2.   Maintain accurate and complete customer records to support accurate, timely collection and data analysis for Public Works/Utilities.

3.   Bill approximately 50,400 customer accounts per month for water, sewer, solid waste and other miscellaneous Town services.

4.   Compile billing data and maintain monthly consumption analysis.

Meter Reading and Field Services

5.   Read approximately 58,000 water meters per month for all residential, commercial and industrial locations that receive water, irrigation and sewer services from the Town.

6.   Complete service orders to initiate or terminate water service.

7.   Perform check for leaks and other usage analysis miscellaneous requests.

8.   Complete service disconnections and reconnections for delinquent accounts.

 

 

Payment Collections

9.   Receive and post payments for utility bills via mail, in person and on-line, property taxes and other miscellaneous revenues.

10. Prepare daily bank deposits.

11. Encourage and initiate customer bank draft authorizations.

12. Manage delinquencies and related service disconnections/reconnections.

 

 

FY 2008 ACCOMPLISHMENTS

·         Implemented new FY 2008 utility rates accurately and on schedule.

·         Maintained monthly billing and reading schedules on consistent 28-30 day reading cycles.

·         Planned for acquisition and implementation of advanced meter infrastructure.

·         Enhanced monthly consumption reporting and analysis.

·         Jointly implemented billing for cross connection inspections with Public Works/Utilities Department.

·         Formalized inventory of submetered customers.

·         Participated in implementation of enhanced phone system to monitor customer service and collect performance data.

·         Worked with Inspections and Permits and Engineering to establish metering guidelines for new construction.

·         Reorganized job duties in Customer Service and Collections for enhanced efficiency and improved customer service.

·         Improved security of sensitive information.

·         Researched feasibility and operational issues associated with electronic bill presentment.

·         Supported Public Works/Utilities Department large meter replacement program in Morrisville.

 

 

KEY PERFORMANCE OBJECTIVES

·         Ensure that 100% of all meters are read on a 28-30 day cycle.

·         Ensure that 100% of all customers are billed within one day of the scheduled bill date.

·         Process payments on day received.

·         Maintain weekly disconnection of delinquent accounts to maximize collections.

 

 

KEY PERFORMANCE MEASURES


Performance Measure

Actual
FY 2007

Estimated
FY 2008

Projected
FY 2009

% meter reading completed no later than two days before scheduled bill date

100%

100%

100%

% billing schedules met

99%

99%

99%

% payments processed on day received

98%

99%

99%

 

KEY WORKLOAD INDICATORS


Workload Indicators

Actual
FY 2007

Estimated
FY 2008

Projected
FY 2009

Average no. of meters read per month

52,360

56,000

59,400

Average no. of customers billed per month

44,600

48,000

50,400

No. service orders processed per year

33,245

33,450

46,000

Average no. of payments processed per month                                       

39,400

40,580

44,500

No. of Wake County Property Tax payments processed per month

1,390

1,450

1,300

 

 

 

ACTIVITY HISTORY

Fund Number:  030-4440

 

Activity

 

Actual

FY 2005

Actual

FY 2006

Actual

FY 2007

Estimated

FY 2008

Budget

FY 2009

Personnel Services

 

$959,128

$1,052,670

$1,252,528

$1,341,181

$1,502,458

Operations and Maintenance

 

$259,928

$332,732

$436,871

$546,458

$600,708

Capital Outlay

 

0

$33,562

$0

$24,000

 

$47,600

Total

 

$1,219,056

$1,418,964

$1,689,399

$1,911,639

$2,150,766

Authorized FTEs

21.125

27.125

28.125

28

29.125

 

 

SIGNIFICANT BUDGET AND SERVICE LEVEL CHANGES BEYOND CURRENT LEVELS

The addition of a Financial Analyst position in the FY09 Budget will allow the Department to leverage technology more quickly by providing additional staff resources to advance a number of special projects.   For example, a planned transition to utilize bank lock box services for payment processing, the implementation of credit evaluation software and support for implementation of advanced meter infrastructure will require additional staff resources to provide quality project management to ensure transparent and accurate improvements to customer accounting processes. This position will also provide assistance and research for other initiatives such as business continuity planning and e-bill presentment.