16th Fall Conference Resource Materials

Bookmark this page to easily return for presentation downloads, extra materials shared from the conference, links to photo archive and professional portraits, and updated information.

Click on the presenter name or session name in bold red.

16th PLMA Fall Conference

November 3-4, 2015
Charlotte, North Carolina

Gain real-world insight from market practitioners, technology firms, and energy utilities active in the demand response marketplace. About 150 demand response industry professionals attended from energy utilities and government agencies as well as industry allies, including consultants, manufacturers, and service providers.

Monday, November 2, 2015 - Grid-Interactive Water Heating Interest Group Meeting

New Rules! New Opportunities! Grid-Interactive Water Heating for 2016!

On April 30, 2015, President Obama signed the Energy Efficiency Improvement Act of 2015 (S.535). The legislation as enacted contains a bi-partisan provision that allows manufacturers to produce large-capacity (75-119 gal.) Grid-Enabled Electric Thermal Storage (ETS) water heaters, exclusively for use in electric utility load management and Demand Response (DR) programs. Grid-Enabled ETS Water Heaters will allow legacy water heater load management programs to be continued or expanded while providing the opportunity for new Grid-Interactive Water Heating (GIWH) programs that provide mutual benefits for electric utilities and their members/customers. Grid-Interactive Water Heating (GIWH) is the consensus term describing real-time, two-way communication between the GIWH appliance and the Smart Grid, electric utility, ISO or aggregation entity.  When equipped with high-speed, 2-way GIWH control functionality, a large-capacity (75-119 gal.) Grid-Enabled ETS (Electric Thermal Storage) water heater can respond to near real-time input thus enabling fast up-and-down regulation and frequency control for the purpose of providing ancillary services and renewable storage to the utility or grid-operator.

8:30 - 10:00 am

Session 1

  • Meeting Overview and Introductions, Steve Koep,Vaughn, GIWH Interest Group Co-Chair
  • New Rules - The Energy Efficiency Act of 2015 and the 'New' Grid-Enabled Product Classification, Keith Dennis, National Rural Electric Cooperative Association
  • New Report - The HECO GIWH Demonstration Project, Dan Flohr, Sequentric
  • New Control Technology – Leveraging the Installed Base as an EE and DR Resource, Matt Carlson, Sunnovations
10:00 - 10:30 am

Break

10:30 - 12 noon

Session 2

12 noon - 12:30 pm

Closing Panel Discussion

New Opportunities for GIWH In 2016 
Gary Connett, Great River Energy; Keith Dennis, NRECA; Paul Steffes, Steffes Corp.; Eric Lebow, Power Over Time; Steven Koep, Vaughn Thermal Corp.

12:30 pm - 1:00 pm

Buffet Lunch Provided with Thermostat Interest Group

PLMA Grid-Interactive Water Heating Interest Group (GIWH-IG) has been formed to provide the platform for information sharing and participative market development efforts in order to move GIWH technologies from pilot project to market introduction. Plan to join us for this highly informative workshop to learn more about Grid-Interactive Water Heating and its potential for grid-optimization, renewable storage and carbon reduction.

“Come on in, the water's fine!”

Monday, November 2, 2015 - Thermostat Interest Group Meeting

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.
Learn More about the Thermostat Interest Group

12:30 - 1:00 pm

Lunch with Grid Interactive Water Heating Interest Group

1:00 -1:10 pm

Meeting Overview and Introductions

Lee Hamilton, Xcel Energy, Thermostat Interest Group Co-Chair and Jenny Roehm, Schneider Electric, Thermostat Interest Group Co-Chair

1:10 - 2:30 pm

Session 1

Programs are for Customers! Putting People First – Designing with the Customer in Mind
Anthony Di Bitonto – Partner, Smart Design; Michael Burkin – VP, Business Development, Smart Design; Brandy Fowler – Director, Strategy, Smart Design

2:30 - 2:45 pm

Break

2:45 - 5:00 pm

Session 2

Designing Programs For The Future

2:45 – 3:10 pm

Building Blocks for Successful Programs – The basic components that all programs are built from.
Stuart Schare – Managing Director, Navigant

3:10 – 4:10 pm

Tales From The Field – Panel presentations from utilities, service providers, vendors, and implementers. Things that we can learn from!
Brad Davids – Business Development, Nest Labs; Richard Huntley – VP Utility Sales, EcoFactor; Mark Kerbel – Co-Founder, REGEN Energy; Ricardo Luna – Sr. Manager, Product Development, CPS Energy; Lester Shen – Director of Innovative Technologies, Center for Energy and Environment

4:10 - 4:30 pm

Audience Discussion with Panel:  Implication for Future Programs

4:30 – 5:00 pm

Closing Discussion

EE/DR Integration and General Question & Answer Session

Tuesday, November 3, 2015
7:30 - 8:30 am

Breakfast Buffet hosted by IES

8:30 - 8:45 am

Morning Emcee: Ward Eames, NTC Corporate

Opening Remarks: Paul Tyno, PLMA Chair and Buffalo Niagara Medical Campus representative

8:45 - 9:00 am

Welcoming Remarks: Rich Philip, Duke Energy and PLMA Vice Chair

9:00 - 9:30 am

Keynote Address

Michael Luhrs, Vice President of Retail Programs, Duke Energy

9:30 - 10:15 am

Why Traditional Demand Response is Giving Way to More Strategic, Localized DR (no slides)

Moderator: Phil Davis, Schneider Electric, with panelists: Paul Miles, PECO; Michel Kamel, MelRok, Inc.; Chris Villarreal, Minnesota Public Utilities Commission; Peter Cappers, Lawrence Berkeley National Laboratory 

While FERC Order 745 is under challenge, a quiet revolution in Demand Response is underway. It is local, targeted, implemented at all hours of day and night, and many loads never notice it. The reasons are many. From dramatic growth in renewable resources, through storage and all the way to microgrids, modern DR is the result of experience backed by enlightened regulation and sophisticated yet affordable energy management equipment. This panel explores how far we've come and where we're headed.

10:15 - 10:45 am

Refreshment Break in Sponsor Lounge

10:45- 11:15 am

Impact of Smart Home and IoT on Consumer Energy Markets

Stuart Sikes, President, Parks Associates

Approximately two-thirds of U.S. broadband households are unfamiliar with smart home products or services. The connected home is becoming a reality, but the energy markets need to solidify their role within this evolving ecosystem, including new consumer outreach and educational efforts. This presentation provides an overview of today's energy consumer and the impact of new technologies, mainstream sales channels, and partnership opportunities.

 
11:15 - 12 noon

Consumer-Owned Utility Roundtable

Co-moderators: Heather Manypenny, New Hampshire Electric Cooperative and Joseph Childs, Eaton's Cooper Power Systems

Consumer-owned utilities are facing increased pressure to integrate renewable generation and manage transmission and capacity costs while providing additional services and reasonable rates to their consumers. This panel of cooperative and municipal utilities will describe how they are stepping up to address these challenges today and describe their plans for tomorrow.

Don Bowman, Wake Electric Membership Cooperative, will describe how Conservation Voltage Reduction has become an integral part of load control and peak reduction plans at Wake Electric. With a complex integration of AMI data, SCADA, and a third-party, hosted analytics solution, Wake is measuring and verifying vital savings for the organization. This presentation will highlight the efforts of implementation, the challenges of making it successful, and also show key results during actual load control events.

Andrew Fusco, ElectriCities (a municipal joint action agency), will provide information regarding the demand response program they operate for their member municipal utilities. He will describe how the program is utilized to reduce peak demand costs and the emerging need to utilize the program for renewable and other system integration issues.

12 noon - 1:00 pm

Lunch Buffet hosted by WeatherBug Home

 

Afternoon Emcee: Elody Samuelson, Consumers Energy

1:00 - 1:45 pm

1st Wave, 2-Way, Easy as SMB: Lessons from Early SMB DR Two-Way Communicating Thermostat Programs (no slides)

Co-moderators: Lee Hamilton, Xcel Energy and Julia Dalla Rosa, ecobee, with panelists: Stephanie Grahn, Austin Energy; Lee Hamilton, Xcel Energy and PLMA Thermostat Interest Group Co-chair; Sarah Colvin, Cambridge and North Dumfries Hydro; Nenita Plorin, San Diego Gas & Electric

Discussion among utility project leads of several SMB DR programs at various stages of design and implementation. Each presentation will provide early insights into program design rationale, lessons learned on marketing and recruiting tactics, implementation challenges, and/or preliminary results. The SMB market has been identified as a growth opportunity for DR portfolios. While their load may be similar to a residential customer and their hours of operation have greater similarity to other commercial customers, the SMB segment can be considered a distinct category. The adoption and interest in smart thermostats by this segment offers new potential to provide additional customer value. But what does that mean from a DR program design perspective?

1:45 - 2:45 pm

Lessons Being Learned From Bring Your Own Device Programs

Co-moderators: Michael Brown, NV Energy and Bob King, Good Company Associates

Discussion among utility project leads and providers about how smart thermostats are proliferating in the retail and trade channels, and how utilities can maintain relationships with consumer electronics companies.

Caroline R. Stickel, Gulf Power Company, will share insights on how Gulf Power plans to incorporate a BYOD approach to Energy ​Select​, the first fully automated critical-peak pricing program in the country with more than 15,000 participants.

Steve Hambric, Comverge, will explore how utilities are leveraging third-party devices for real operational value and to harness energy efficiency and customer engagement benefits.

Erika Diamond, EnergyHub, will explain how utilities are harnessing smart thermostat data for better modeling and forecasting, and explore using thermostats' real‐time communication and thermal storage capabilities to provide grid ancillary services.

Dave Oberholzer, WeatherBug Home, will consider how National Grid, CenterPoint Energy and other utilities are integrating weather, smart thermostat and meter data to deliver optimized EE and DR. He will provide insight into how integration of these important data sets enable algorithmic driven analysis and thermodynamic profiling used to perform thermostat optimization.

Will Greene, Nest, will share key insights and alternative program designs that resulted from a study with several utility partners deploying a residential DR program. One key finding was that paying customers for individual performance is not the best way to drive overall load reductions.

2:45 - 3:15 pm

Refreshment Break in Sponsor Lounge

3:15 - 4:15 pm

The Three Heads of Duke

Moderator: Christopher Gillman, Duke Energy
Panelists: Tom Artau, Bob Donaldson and Rich Philip representing Duke's Operations in Florida, the Carolinas and the Midwest, respectively

Enjoy a lively conversation between the leaders within Duke's DR Operations Department. They've got it all: multiple DR platforms, differing histories and ages of programs, diverse regulatory structures, operating areas within RTO's, outside RTO's and the great island of Florida, summer peaking, winter peaking, dual-peaking, big company and all of the pluses and minuses that go with that. With over 3,000 MWs of Summer Capability, Duke Energy has one of the largest DR utility portfolios in the country. Today's Duke Energy is the product of several mergers over the course of the past 20 years and as a company operating in 6 states, with 8 jurisdictions in three non-contiguous parts of the country there are substantial differences in the "rules of the game" in some of those of those territories.

4:15 - 5:00 pm

Sponsor Showcase Lightning Round

Co-moderators: Sandy Humenik, WeatherBug and Jenny Roehm, Schneider Electric

Lightning-fast round of 3-minute introductions to companies that offer leading-edge technology and service innovations. Emphasis will be on field applications and utility case studies. Listen closely to capture the quiz question answers to enter to win a valuable prize.

5:00 - 6:30 pm

Networking Reception hosted by Comverge

Wednesday, November 4, 2015
7:30 - 8:30 am

Breakfast Buffet in Sponsor Lounge hosted by TERRALUX

8:30 am - 12 noon

Concurrent Breakout Sessions

Track A: Smart Grid Integration
emcee: Dave Hyland, Schneider Electric

8:30 -10:00 am

Enabling Automated Metering Infrastructure

Co-moderators: Clay Engel, Consumers Energy and Chris Porter, EnerNOC

Dynamic Pricing Pilot - Overview & Key Findings
Heather Manypenny, New Hampshire Electric Cooperative, and Jonathan Nunes, Leidos Engineering
Discover insight from a pilot program testing two rate designs of dynamic pricing with in-home displays for residential members over a two-year period. Analysis of participant feedback and load data provided interesting study results regarding consumer acceptance and rate structure value.

• Understanding At-Risk Subpopulations under Default Time of Use
Peter Cappers, Lawrence Berkeley National Laboratory
Learn the latest findings from a study that contrast participation rates, retention rates, peak period responsiveness and billing impacts under different enrollment approaches. This rare set of analyses is emboldened by the ability to gain insight from thousands of customers’ smart meter data. The research aims to provide decision makers, policy officials, and other electric power industry stakeholders, who have either committed to (e.g., California , Massachusetts ) or are considering (e.g., New York) transitioning residential customers to time-of-use rates as the default rate design within the next several years, with empirical evidence that helps to better identify the size of and possible reasons for at-risk subpopulations.

Benefits and Costs of Smart Grid Enabled Demand Response
Stephanie Vasquez, Bonneville Power Administration, and Erik Gilbert, Navigant Consulting
Review results from the largest smart grid demonstration project in the country, Pacific Northwest Smart Grid Regional Business Case (RBC), focusing on demand response. The analysis uses a unique and comprehensive benefit‐cost modeling approach, based on work sponsored by BPA over the past six years. Included will be impacts of various scenarios such as the increased proliferation of home and building automation.

10:00 - 10:30 am

Refreshment Break in Sponsor Lounge

10:30 -11:00 am

Easing Peak Load Stress During Distribution System Upgrades

Rich Philip, Duke Energy and Mark Kerbel, OpenADR Alliance

Distribution system upgrades can be stressful for utilities and customers. Discover how utilities are applying a standards-based technique to readily deploy load curtailment increases with safety margins for managing grid reliability.

11:00 am - 12 noon

The Future of Water Heater Load Control - 2-Way and Grid Interactive!

Co-moderators: Steve Koep, Vaughn Thermal and Eric LeBow, Power Over Time, with panelists: Ken Glaser, Connexus Energy; Paul Steffes, Steffes Corp.; Joseph Childs, Eaton's Cooper Power Systems; Howard Ng, Comverge

This panel presentation will discuss the impact of new federal legislation on electric utilities with new and existing water heating load management programs, on water heater manufacturers and on load control technology providers. Learn how load control functionality is moving from one-way/low-speed to 2-way/high-speed and from simple on/off to renewable integration and frequency regulation.

On April 30, 2015, President Obama signed the Energy Efficiency Improvement Act of 2015 (S.535). The legislation contained a bipartisan provision that establishes a new product category for large capacity (75+ gallons) Grid-Enabled Electric Thermal Storage water heaters, exclusively for use in electric utility load management and DR programs.

Track B: Data Analysis & Technology
emcee: Paul Miles, PECO

8:30 - 9:30 am

New Program Models To Leverage Smarter Data Analyses

Moderator: Wendy Brummer, Pacific Gas & Electric Company

• Evaluating Smart Thermostat Pilots and Programs
Michael James Colby, E Source; and Josh Schellenberg, Nexant
The only certainty about smart thermostat programs is the uncertainty for what the future holds. From differing claims of the energy savings and load impacts, to the varied experimental study designs and techniques used to evaluate these programs, this is certainly a period of turmoil for utilities that are accustomed to concrete impacts. Learn what the results have been to date, and why these programs have been so tough to evaluate thus far.

• Behavioral and Analytical Demand Side Management Programs: Research Results
Brett Feldman, Navigant Research
Discover the early impacts of new companies that have introduced aspects of big data and analytics from other fields into the energy realm to make engaging customers and conducting building energy analysis more feasible and affordable. Hear an independent assessment of how leading utilities are leveraging such approaches to reach a larger swath of customers with relatively little effort and cost compared to traditional recruitment, reasonable accuracy of analysis, and important customization based on segmentation.

9:30 -10:00 am

Using Data Analytics to Deliver Real Time Demand Response and Energy Efficiency

Tim Berg, Sacramento Municipal Utility District and Stephen Cook, Intelligent Energy Solutions

Learn how a combined residential demand response and energy efficiency optimization pilot is exercising real-time streaming data analytics and automated control of residential load sources (e.g. HVAC, electric water heaters and pool pumps) to both reduce peak demand and overall energy use. Unique to this pilot, residents are not being paid a separate incentive fee for their participation in demand response events but instead the incentives are delivery of value-added services. Real-time analysis of individual residence assets, their operating performance, conditions and load is being conducted remotely to continuously forecast potential energy demand and consumption levels within each participating residence. Action is taken remotely and automatically to reduce both demand and usage. Resident behavior and assets are continuously assessed and commissioned to produce energy savings. Analytics deliver granular visibility to individual equipment and residences.

10:00 - 10:30 am

Refreshment Break in Sponsor Lounge

10:30 am - 12 noon

Technology Innovations That Benefit DR

Moderator: Jason Cigarran, Comverge 

• Distributor- and Contractor-Based Pilot on Automated Demand Response for HVAC: Lessons Learned
Anna Chung, Southern California Edison and Kitty Wang, Energy Solutions
Hear how Southern California Edison is targeting DR incentives to HVAC distributors and manufacturers to integrate automated demand responsive controls with their sale of high efficiency HVAC equipment to commercial customers. The pilot fulfills several utility objectives: integrated demand side management, expanding DR to medium and small customers, and increasing program efficiency by moving ADR incentives upstream.

• Targeted at Roof-top Units - A Small Utility Approach
Dan Westin, Rochelle Municipal Utilities
Discover a small utility's collaborative approach to controlling roof-top units during peak hours. Hear how local HVAC installers can play a strategic partner role, and how grants help leverage new technology opportunities. Both cloud and local (VFD) solutions in field verification will be reviewed.

• Lessons Learned from EPRI's Four-Year OpenADR Demo Project
Walt Johnson, EPRI
Hear lessons learned from utility demos of EPRI's automated DR demonstration project. This utility-driven collaboration investigated the use of open, standards-based communications for automated DR. While the project has had notable successes, such as with its certified open-source implementations of OpenADR 2.0b, its field deployments of early-stage commercial products encountered unforeseen obstacles and challenges.

12 noon - 1:00 pm

Lunch Buffet hosted by Power Over Time

 

Afternoon Emcee: Wendy Brummer, Pacific Gas and Electric Company

1:00 - 2:00 pm

Closing Keynote Dialogue: How Will We Get to The Future? (no slides)

Co-moderators: Bob King, Good Company Associates and Paul Tyno, PLMA Chair

What's the best strategic and tactical path to drive scale in the clean energy economy? Ultimately the goal is to maximize grid efficiency and economic value through the effective use of distributed energy resources, a true customer to grid exchange. Join this panel of diverse stakeholders as they share their views on an evolving space.  Discussion will include: New York's Reforming the Energy Vision initiative;  telecommunications firms' efforts to bundle home energy, security and entertainment; and market animation from the perspective of a commercial customer.

2:00 pm

Closing Remarks and Adjourn

Rich Philip, Duke Energy and PLMA Vice Chair

2:00 - 2:30 pm

Ice Cream Social hosted by E Source