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B. Interest Groups: Thermostat Interest Group

Thermostat Interest Group Co-Chairs

Justin Chamberlain, CPS Energy
Justin Chamberlain
CPS Energy

Olivia Patterson, Opinion Dynamics
Olivia Patterson
Opinion Dynamics

The PLMA Thermostat Interest Group seeks to examine the costs and benefits of all types of utility-sponsored programs that leverage thermostat technology to deliver the demand response, energy efficiency, or other system benefits. A group goal is to identify the resources and partners that help articulate a comprehensive value assessment of the Demand Response and Energy Efficiency benefits associated with Smart Thermostats. The group does not focus on a specific technology or solution.

The Group intends to collect and selectively share among Group members summaries, excerpts, and/or full text from published as well as not-so-public documentation such as utility thermostat pilot/program evaluations, along with reports and white papers authored by manufacturers, consultants and other third-party sources that cover technology evaluations, program design concepts, market assessments, savings potential, and more, such as:

  • Thermostat-centric Pilot/Program Evaluations 
  • E Source authored reports and evaluations
  • Navigant Research’s Smart Thermostat market report
  • The SMUD Herter Usability study
  • Recent EnergyHub white paper detailing savings in Southern California
  • Honeywell report from Cadmus expected next month
  • Several white papers from Nest to include recent DR/rush hour rewards findings

Upcoming Activities

Thermostat Interest Group Meeting

Adjacent to the 35th PLMA Conference, Nashville, Tennessee, April 3-5, 2017.  Call for Presenters is now open, so please submit your ideas through January 9, CLICK HERE

Archive Activities

Thermostat Interest Group Pre-Conference Workshop

The Dating Game plus dynamic presentations and discussions on relevant topics.  This event was presented November 7, 2016 before the 34th PLMA Conference, Delray Beach, Fla. To access the resources CLICK HERE.

Thermostat Interest Group Pre-Conference Workshop

April 18, 2016, before the 17th PLMA Spring Conference, San Francisco

Help us Play the Feud: Thermostats vs Switches
One of the workshop sessions is going to be a fun format for a real discussion on the benefits and drawbacks of different technologies. In the spirit of the Family Feud, we've come up with real survey questions to ask the teams, and we're looking for experts (that’s you!) to answer them for us. We would appreciate if you could take a few minutes to complete the survey. The results will help make this more fun and more genuine.  And the best part: this should take less than 5 minutes. Hope to see you in San Fran!

See the Workshop Presentations CLICK HERE

Thermostat Interest Group Discussion

presented October 13, 2015 (web discussion)
Listen to this Thermostat Interest Group Discussion about industry developments related to thermostats and a Charlotte workshop preview. 
Register for free recording at

Thermostat Interest Group Meeting
Presented Monday, November 2, 2016 Charlotte, North Carolina
See the Workshop Presentations CLICK HERE

You Are Designing Thermostat Programs For The Future Today; We Can Help

During the last thermostat interest group meeting, we heard a variety of perspectives from utilities and vendors about their experiences with diverse program designs. Our next meeting on November 2, 2015, in Charlotte, NC, is designed to take the conversation one step further and focus on the future of thermostat program design. The thermostat market is catching fire and there is no shortage on ideas and designs to capture customers’ attention, but what is the right approach for you? This will be more workshop than meeting, and intended to help everyone leave with the tools and insight necessary to start designing the programs of the future today.

Thermostat Interest Group Meeting 
April 27, 2015, 1:00pm - 5:00pm Tucson, Arizona

See the Workshop Presentations CLICK HERE

Thermostat Interest Group Meeting: Can Manufacturers and Utilities Implement Together?

The April 27 meeting of the PLMA Thermostat Interest Group Meeting will follow the format of the November 3, 2014 PLMA Thermostat Interest Group meeting held in Phildelphia. This format is intended to be more conversation and dynamic in nature to meet the needs of all attendees. The primary focus of this meeting will be program implementation. This will be an interactive meeting with two short presentations on the bring your own thermostat (BYOT) model implementations. Similarly, there will be two short presentations focused around utility provided devices. These presentations will be used to stimulate a roundtable style discussion comparing the challenges and benefits of the different type of programs that are being managed for thermostats. Please join us for a spirited discussion around the latest activities related to smart thermostats.

Industry Developments and Tucson Meeting Topics
April 15, 2015, web-based group discussion 
Register for free recording at

Thermostat Workshop 
November 3, 2014, Philadelphia 
Presentations are available at

Founding Group Members

are (alphabetical by last name):
  • Brian Doyle and Lee Hamilton, Xcel Energy, Group Co-Chairs
  • Carl Besaw, Southern California Edison
  • Peter Buttrick, HomeServeUSA
  • Lauren Callaway, Navigant
  • Albert Chui, Pacific Gas and Electric Company
  • James Cowan, HomeServeUSA
  • Rachel Buckley, E Source
  • Brett Feldman, Navigant
  • Joel Gilbert, Apogee Interactive
  • Mark Kerbel, REGEN Energy 
  • Robert King, Good Company Associates
  • Ivan Kustec, Emerson Climate Technologies
  • Justin Louis, Landis+Gyr
  • Vivin Nath, EcoFactor
  • Mikko Niemi, Landis+Gyr
  • Dave Oberholzer, Weatherbug
  • Dick Preston, Energy Grid Services
  • Dave Hyland, Schneider Electric
  • Jenny Roehm, Schneider Electric
  • Elody E. Samuelson, Consumers Energy
  • John Sartain, Emerson Climate Technologies
  • David Shallenberger, Synergy Companies
  • Eddie Webster, Great River Energy

PLMA Interest Group membership is restricted to representatives from PLMA member organizations, but any organization is welcome to join PLMA. To add your name to this list and receive Group Communications, email

The April 27 meeting of the PLMA Thermostat Interest Group will follow the format of the April 15 PLMA DR Dialogue, This will be an interactive meeting with a couple of short presentations on the thermostat pilot programs and necessary implementation considerations for BYOT programs. This will be followed by a roundtable discussion. Join Brian and Lee--you'll find the temperature is "just right".

 12:30 - 1:00 pm Buffet Lunch Provided
1:00 - 2:00 pm Pilot Program Update
2:00 - 3:00 pm Vendor Technology Update
3:00 - 3:30 pm Refreshment Break
3:30 - 5:00 pm Roundtable Discussion
8:00 - 10:00 pm Welcome Reception Poolside
All Interest Group participants are welcome to join the group poolside following the PLMA Board Meeting. The welcome reception is PLMA's opportunity to welcome everyone attending the Interest Group Meetings, PLMA Conference, or ALCA Spring Meeting. Take advantage of this informal networkingtime to meet new people, greet old friends, and keep the conversation going. The reception will be located directly by the pool on the soft grass, so kick off your shoes, have a seat by the fire pit, and get acquainted with PLMA members and non-members alike.

Recent Blog Activity
Pacific Northwest Smart Grid Demonstration Project and Smart Grid Regional Business Case
Post by Erik Gilbert, Navigant Consulting, Friday, May 30, 2014
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Benchmarking Study for TVA Smart Communities
Post by Joel Gilbert, Apogee Interactive, Friday, May 30, 2014
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Group Feed
Ginger Juhl, Encycle joined the group Group: Thermostat Interest Group.
Posted Tuesday, February 28, 2017
Cindy Berry, Austin Energy joined the group Group: Thermostat Interest Group.
Posted Friday, February 24, 2017
Jane Peters, Research Into Action, Inc. joined the group Group: Thermostat Interest Group.
Posted Wednesday, January 18, 2017
Aydin Sofla, Learas joined the group Group: Thermostat Interest Group.
Posted Friday, December 23, 2016
Ruth Kiselewich, ICF joined the group Group: Thermostat Interest Group.
Posted Wednesday, December 21, 2016
 More »

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Upcoming Events
35th PLMA Conference
Monday, April 3, 2017
ULME Spring 2017 Meeting
Wednesday, April 5, 2017
PLMA Demand Response Training hosted by NV Energy
Monday, May 8, 2017
36th PLMA Conference
Monday, November 13, 2017

more Calendar

4/3/2017 » 4/5/2017
35th PLMA Conference

4/5/2017 » 4/6/2017
ULME Spring 2017 Meeting

[partner] Calif. EE Council's Spring Symposium


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