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Residential Survey Task Force

Residential Survey Task Force. Update to RMS April 12, 2005. Evolution. PWG Meetings – August/September 2004 ERCOT recommended and presented proposed survey for residential sector and timeline PWG accepted sponsorship for recommendation to RMS RMS Meeting – October 2004

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Residential Survey Task Force

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  1. Residential Survey Task Force Update to RMS April 12, 2005

  2. Evolution • PWG Meetings – August/September 2004 • ERCOT recommended and presented proposed survey for residential sector and timeline • PWG accepted sponsorship for recommendation to RMS • RMS Meeting – October 2004 • Approved concept of a residential survey • Significant discussion surrounding administration of the survey • PWG Meeting – October 2004 • Modified survey form, letter, and developed a timeline • RMS E-mail vote, accepted, and forwarded to TAC • TAC Meeting – November 2004 • Significant discussion surrounding administration of the survey • Survey remanded back to RMS for further discussion • RMS Meeting – November 2004 • Task Force set up to review, develop if necessary, and determine direction of survey

  3. Survey Objectives • Develop a more accurate algorithm to predict the presence and use of electric heat for residential customers. • Algorithm inputs are premise level historical usage and weather zone • Algorithm output is probability of having electric heat • Collect data to support analysis to potentially develop new profile types

  4. Survey Alternatives • Reviewed and investigated alternatives to conducting a customer survey • Purchase information from a third-party vendor • Visual inspections • Reviewed and investigated various survey mediums • E-mail survey to ERCOT exploder lists • Telephone survey • Door-to-door survey • Mail survey • Combinations of the above Mail survey is the most suitable alternative, given the timeline and budget constraints

  5. Two-Phased Survey Approach • Phase 1: Pilot mail survey to 1,000 customers, equally distributed across all weather zones • Estimate response rate for phase 2 • Assess response accuracy • Phase 2: Full mail survey • Go/No-Go decision based on pilot responses • Evaluate accuracy based on usage history • Analyze response rate to determine sample size required to achieve statistically significant results • Ensure the budget supports the required sample size • Draw sample based on pilot response rate results

  6. Survey Administration • Reducing Customer Confusion • Bilingual (English/Spanish), short, simple to understand cover letter and survey form • ERCOT supported 24-hour, bilingual, toll-free telephone number • ERCOT supported web page containing ERCOT background, survey question details, toll-free telephone number, and “Frequently Asked Questions” (FAQs) • Minimizing Call Center Impacts • Cover letter will refer customer questions/concerns to toll free number • FAQs will be provided to REPs to be used as training materials for the call centers • Improving Response Rate • Postage-paid return envelope • ERCOT to purchase customer name associated with address information • Correlating ESI-ID to Response • Bar-coded survey form linking ESI-ID to response

  7. RSTF revised form & cover letter ERCOT to approve vendor Conduct Pilot Survey Conduct Full Survey Responses provided to ERCOT ERCOT analysis of survey responses PWG review of analysis JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Projected Residential Survey Timeline

  8. Proposed Resolution • Approval of cover letter and survey • Approval to initiate the Pilot survey • Move the resolutions forward to TAC for approval

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