35th PLMA Conference Resource Materials

April 3-5, 2017 in Nashville, TN

35th PLMA Conference in Nashville, TN

35th PLMA Conference

April 3-5, 2017 in Nashville, TN

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.

Presentation Archive for 35th PLMA Conference

Presentations are available below for the 35th PLMA Conference, as they appeared on the agenda.  Click on the presenter name or session name in bold red.  Please note some sessions were round table discussions without slides, and a few presenters did not have slides for their sessions.

PLMA Photo Library

Conference photographs were taken throughout the week and may be accessed in the PLMA Master Gallery.

  1. Go to: http://clients.dkeithpictures.com/plmaattendee
  2. Enter password:  PLMAphoto (this password is case-sensitive)
  3. Select PLMA gallery Nashville, 35th PLMA
  4. Click on the photo type you want to view
  5. To save favorites or download click "Select Photos"
    • Favorites: hover over the photo, and click the "heart" in the upper left corner to mark your favorites.
    • Download: hover over the photo and Click the "dot" in the bottom left corner (a checkmark will appear).  After selecting the photos to download, scroll to the top and and click on "Download", then follow your browser directions.
    • If it is your first time accessing photos, you will be asked to enter a name and email address.
    • PLEASE BE COURTEOUS: Ask permission before downloading or using any photo other than your own.

In the PLMA photo gallery, you may access and download the following types of photographs:

  • Speakers and Presenters
  • Special Interest Groups Workshops
  • Meet and Greets
  • Vendors
  • Professional Portraits (black & white and color options are both available)

Archived Presentations (click on Speaker or Session name in red)

35th PLMA Conference

April 3-5, 2017
Nashville, Tennessee

Gain real-world insight from practitioners and energy utilities active in the demand response marketplace. Over 150 demand response industry professionals are expected to attend from energy utilities and government agencies as well as industry allies, including consultants, manufacturers, and service providers.

Wi-fi hosted by Comverge
Electric Power Alley hosted by CLEAResult

PLMA 35th Conference Sponsors

Monday, April 3, 2017
8:00 am

Shared Interest Group Breakfast in Sponsor Lounge

  Interest Group Activities Track 1 Interest Group Activities Track 2

Community Storage in Action: Behind-the-Meter Storage and DER Integration

9:00 am BTMS and DER Integration Interest Groups: Welcome by Co-Chairs BTMS Co-Chairs Gary Connett, Great River Energy (MN) and Steven Koep, Vaughn Thermal Corp.;
DER Integration Co-Chairs Rich Barone, Hawaiian Electric Co. and John Powers, Extensible Energy

To Learn More About BTMS Interest Group, CLICK HERE

To Learn More About DER Integration Interest Group, CLICK HERE

9:05 am The Future of Electric Water Heating:
Electric Resistance and HPWH Technology!
1-Way to 2-Way Communication!
Grid-Responsive to Grid-Interactive!
Demand Response to DER Integration!
Community Storage to Beneficial Electrification!

Moderator: Steven Koep, Vaughn Thermal Corp.
Through DOE rulemaking processes and bi-partisan legislation, we have arrived at a point where the future of electric water heating will include both electric resistance and heat-pump water heating (HPWH) technologies. In light of the recent DOE Rulemaking regarding Commercial Electric Resistance Water Heaters, the increased visibility and availability of Grid-Enabled Electric Thermal Storage (ETS) water heaters, manufactured exclusively for use in electric utility Load Management and Demand Response (DR) programs, is expected to lead to expanded market acceptance. Such programs have historically relied upon 1-way communication technology and have been Grid-Responsive in nature. In recent years, real-time 2-way communication between the electric water heating appliance and the Smart Grid, Electric Utility, Balancing Authority, Independent System Operator (ISO) or aggregation entity has identified a wealth of value-added potential. When equipped with grid-interactive control functionality, a large-capacity Grid-Interactive ETS Water Heater (GIWH) has the ability to: follow locational marginal pricing, better integrate renewable energy and provide fast up/down regulation service (frequency control). At the same time, the Energy Efficiency and Demand Response potential of HPWHs is becoming better defined by researchers and utilities alike. Electric water heating as an integral part of the 'connected home' future, is an emerging reality for electric utilities across the country. Simultaneously, increasing amounts of variable renewable energy are being integrated to the grid. This changing landscape is leading to a variety of challenges and opportunities as stakeholders - ranging from policymakers, utilities, environmental advocates, and manufacturers - work to balance their interests while meeting the demands of consumers and the market. Join us for a discussion of how policies and technologies interact and continue to evolve as we move from 'Load Management' to 'Community Storage'. Join us to learn more about... The Future of Electric Water Heating!
10:00 am Community Storage - The Path Forward!
"Community Storage" is an emerging term for utility-sponsored programs that aggregate distributed energy storage resources that are located throughout a community, such as water heaters, electric vehicles, and interconnected storage batteries, to improve the operational efficiency of electric energy services to consumers. The defining characteristic of a community storage program is the coordinated dispatch and optimization of premises-based energy storage resources, often behind a consumer's electric meter, to achieve system-wide benefits. The Community Storage Initiative (CSI), established in 2016, is focused on collaborative information sharing and coordinated market development efforts in support of wide-scale implementation of energy storage technologies that are located in communities across the country. CSI is dedicated to bringing the economic, environmental and societal benefits of these energy storage technologies to end-use electric customers throughout the country.

Education Planning Group Discussion

Co-Chairs Mark Martinez, Southern California Edison and Christine Riker, Energy Solutions
Anyone is welcome to participate in this Education Planning Group Discussion to help guide the curriculum and presentation of the PLMA DR Training Series. We strongly welcome past PLMA DR Training class attendees as well as those interested in helping to guide the future of PLMA Training.

The PLMA Demand Response Training Series consists of three courses presented by industry experts and hosted at member offices. The three courses are Introduction to Demand Response, DR Program Design and Implementation, and Demand Response Markets. The PLMA DR Training Series has been taking place successfully for over three years now. As our industry continues to grow and evolve, PLMA wants to ensure the training series continues to provide the best value to our fellow PLMA members. This Education Planning Interest Group workshop will explore ways to continue the success of the existing training series and discuss potential ways for improvement.

9:00 am Welcome, Safety Moment, and Roundtable Introductions of Attendees
9:15 am Introduction from the new Co-chairs on the creation of an Education Planning Interest Group
9:30 am Orientation on current PLMA Training Series deliverables and past activities
9:45 am Review past participant's survey results and comments
10:00 am Four Breakout Groups
  • Marketing and outreach strategies to increase course enrollment in general and focused on May classes at NV Energy
  • Future delivery channel for "Intro to DR" class
  • Integration of "new" topics (such as DERs) into training curriculum
  • Strategy and recommendations for Training class volunteer mentor network
10:25 am Sharing results from breakout groups
10:50 am Next Steps

To Learn More about the Education Planning Group, CLICK HERE

11:00 am

Shared Interest Group Lunch

Women in Demand Management Lunch Meeting

Grab a plate and join the Women in Demand Management for a short business meeting. Anyone registered for the Interest Group Activities is welcome to join in the meeting.


  • Welcome and Introductions Robin Maslowski with Erika Diamond
  • A look back at 2016
  • Looking ahead to 2017/2018

To Learn More, CLICK HERE


BTMS and DER Integration Interest Group (cont.)

The DER Integration Interest Group addresses key economic, engineering, and customer program design aspects of Distributed Energy Resource Integration, including:
  • Valuation of load management resources in "firming" non-dispatchable renewable resources
  • Program design and re-design issues for adapting DR programs from peak-shaving to DER integration programs
  • Technology needs assessments for DER applications
The DER Integration Interest Group intends to draw upon the experience of multiple utilities with high or increasing renewables penetration as well as from organizations moving into DR from solar and wind markets.
12 noon Introduction
John Powers, Extensible Energy
12:05 pm DR & DER — It's All About Syntax
Rich Barone, Hawaiian Electric Co.
12:40 pm Storage Options for Solar Integration — Lessons from the Community Solar Value Project
John Powers, Extensible Energy and Jill Cliburn, Cliburn & Associates
1:15 pm Intelligent Water Heater Control Case Study — BTES and Carina
Mike Browder, CEO Bristol Tennessee Essential Services (BTES)
1:45 pm BTMS and DER Integration Session Overview & Discussion
Moderator: Gary Connett, Steve Koep, Rich Barone, John Powers

Customer Engagement Overview and Round Table: Best Practices and Strategies for Success

12 noon Welcome by Co-Chairs
Co-Chairs Andrea Simmonsen, Idaho Power, Meridith Nierenberg, Orange and Rockland Utilities and Sharyn Barata, Opinion Dynamics

To Learn More about the Customer Engagement Group, CLICK HERE

12:05 pm Customer Engagement Overview - The Essential Components for Demand Response
Linda Dethman, Research Into Action
We will kick-off the customer engagement interest group discussion with an overview of the essential components of customer engagement for demand response (DR) programs. Our speaker will present a set of guidelines, best practices, and exercises that will step attendees through the planning/ design, implementation, and evaluation requirements for a modern, integrated, and efficient customer engagement platform. Key topics include:
  • Building a consumer insight approach based on research, data, and analytics
  • Mapping the customer journey and touch points
  • Identifying interventions that engage customers and influence behavior
  • Planning and executing effective, engaging and personalized communications and messaging
  • Selecting key performance indicators to measure performance
1:00 pm Debrief of Customer Engagement Overview
Moderator: Meridith Nierenberg, Orange and Rockland Utilities
Open discussion for questions, comments, and summarizing key takeaways from the Customer Engagement Overview.
1:15 pm Bring Your Own Success Stores/Best Practices/Lessons Learned
Moderator: Andrea Simmonsen, Idaho Power and Sharyn Barata, Opinion Dynamics
Bring a success story, best practice or lesson learned to share with the group in a round table discussion (up to 5 minutes per participant) as time allows.
1:50 pm Wrap-up and Introduction to 35th PLMA Conference
Customer Engagement Co-Chairs, Andrea, Meridith and Sharyn
Discussion of future customer engagement group activities and a preview of the PLMA Conference agenda items related to customer engagement.
2:00 pm

Shared Interest Group Refreshment Break


Retail Pricing Interest Group

2:30 pm Opening Remarks: Group Goals and Future Activities
Co-Chairs Clayton Engel, Consumers Energy Company and Evan Pittman, Comverge

To Learn More about the
Retail Pricing Interest Group, CLICK HERE

2:35 pm Panel and group discussion: Perspectives on Time-Varying Pricing Implementation from Rural Co-ops to Large IOUs
Allison Hamilton,  National Rural Electric Cooperative Association, Heather Manypenny, New Hampshire Electric Cooperative, Sahar Mishriki, Hydro One and Alan Mellovitz, Accenture
Hear from the front lines about New Hampshire Electric Cooperative's, Hydro One's, and ComEd's time-varying pricing program rollouts, then join in a group discussion on how to unlock expansion of these programs to the mass market.

Thermostat Interest Group

Welcome by Co-Chairs
Co-Chairs Justin Chamberlain, CPS Energy and Olivia Patterson, Opinion Dynamics

To Learn More about the
Thermostat Interest Group, CLICK HERE

2:30 pm Smart Thermostats—Show Me the EE Savings
Demand response Smart Thermostat impacts are widely acknowledged in our industry, but can they contribute to energy efficiency savings? If you can't afford the time or money to do your own pilot (or just tired of pilots!) then this session is for you. Our presenters will provide an overview of what utilities and evaluators have learned from a series of smart thermostat programs and pilots designed to capture both EE and DR impacts.

What are the results?
Ben Clarin, EPRI
We will begin with a summary of known EE impacts smart thermostat savings from programs across the country. This overview will include results from EPRI's national study smart thermostat savings potential. The presentation will also discuss key factors that may contribute to EE savings, and program design choices that facilitate EE measurement.

What are the implications for programs?
Lee Hamilton, Xcel Energy
Following this overview, we will provide a compelling case study from Xcel Energy. In addition to presenting results, the speakers will also share insights as to whether Xcel will seek to scale the program, discuss design characteristics needed to support capturing future EE impacts, and any regulatory uncertainties associated with these results.
3:30 pm Wrap-up and Discussion of PLMA Fall Conference Focus
Thermostat Co-Chairs, Justin Chamberlain and Olivia Patterson
Discussion of future smart thermostat interest group activities including Fall Conference focus.
4:00 pm Two for One – Retail Pricing AND Smart Thermostats Interest Group Discussion
In this joint Interest Group session, we will hear from three technology companies actively working to enable price response in smart thermostats. Representatives will discuss strategies for balancing customer comfort with bill savings in the face of time-varying electricity pricing (e.g., Time of Use, Real Time Pricing and Critical Peak Pricing or others). Presenters include: Will Greene, Nest Labs, Dave Oberholzer, Whisker Labs and Dr. Marissa Hummon, Tendril
4:30 pm

PLMA Women in Demand Management Meetup

Co-Chair Robin Maslowski, Navigant

All are welcome to attend to network and learn how to make the most of the Conference activities.

To Learn More, CLICK HERE

6:00 pm

Board of Directors Meeting

Closed business meeting with dinner for Board members and At-Large Representatives listed at www.peakload.org/Leadership only.

Tuesday, April 4, 2017
Wi-Fi hosted by Comverge; Electric Power Alley hosted by CLEAResult
7:30 am

Breakfast Buffet in Sponsor Lounge

  Morning Session Co-Chair Rich Philip, Duke Energy and Sandy Humenik, Whisker Labs
8:30 am

Opening Remarks

Rich Philip, Duke Energy and PLMA Chair
8:45 am

Welcoming Remarks

Dan Pratt, Tennessee Valley Authority

As Vice President of Pricing and Contracts, in TVA's External Relations, Distributed Energy Resources Group, Dan is responsible for the development and implementation of TVA's wholesale rates, long-term pricing strategies, pricing of related products and other electric services, as well as retail rates applied by local power companies.  He is also responsible for establishing all customer power supply contracts and other contracts required to implement pricing and energy related products.

Previously, Dan served as General Manager, Enterprise Relations, in TVA's Customer Relations organization. In that role, he led TVA's strategic alignment and partnership initiatives with local power companies and directly served customers.  Dan has 21 years experience in the energy industry focusing primarily on nuclear and transmission and distribution (T&D).

Dan joined TVA in 2008 and was the General Manager for TVA's Bellefonte Nuclear site.  Before joining TVA, Dan was the Vice President, Southern Region, for AREVA T&D and was formerly the Vice President of North American Marketing and Strategy.  In addition, Dan was Key Account Manager for TVA while at AREVA.  Prior to AREVA, Dan spent 11 years with Arizona Public Service and Westinghouse primarily focused on management of large nuclear projects.

9:00 am

Insight from Leading-Edge Demand Response Research

Moderator: Rich Philip, Duke Energy
Katie Ryder, E Source, Brenda Chew, Smart Electric Power Alliance (SEPA), Patty Durand, Smart Grid Consumer Collaborative (SGCC) and Elta Kolo, GreenTech Media Research (GTM)

Demand Response practitioners need to stay up to date on trends, markets, consumer positions, and how the industry is shifting. This roundtable discussion will explore findings from the research side including:
• Results from the E Source and PLMA 2016 Direct Load Control Benchmarking Study (E Source)
• The State of Demand Response—2016 (SEPA)
• Consumer Interest in Demand Response (SGCC)
• Demand Response at the Grid Edge: An Update on Wholesale Market Prospects (GTM)

10:30 am

Refreshment Break in Sponsor Lounge

11:00 am

Cost and Value Analysis of Distribution System Modernization

Moderator: Joseph E. Childs, Eaton
Michael Brown, Berkshire Hathaway, NV Energy and PLMA Vice-Chair, Wayne Callender, CPS Energy, Allison Hamilton, National Rural Electric Cooperative Association and Heather Manypenny, New Hampshire Electric Cooperative

The modern distribution system includes both load using and generating resources that are broadly defined as DERs. The DOE and private sector are doing research to design and build solutions to address these changes to the distribution system. A key first step needs to be a determination of the costs to standard operations and the value of potential solutions. This panel will address how utilities and researchers are determining the financial impacts associated with these changes to the distribution system.

12 noon

Lunch Buffet in Sponsor Lounge hosted by Whisker Labs

  Early Afternoon Session Co-Chairs Brian Solsbee, Tennessee Valley Authority and Dave Hyland, Schneider Electric
1:30 pm

14th PLMA Awards Presentations

Co-Chairs Paul Miles, PECO, Nicholas Corsetti, National Grid and Dain Nestel, CLEAResult

The 14th PLMA Awards Program will recognize energy industry leaders for the best peak load and demand response management programs, initiatives, and achievements offered from calendar year 2016. The awards acknowledge those leaders who create innovative methods to meet peak load needs, mitigate price risks and manage variable generation. Over the past 13 years, PLMA has presented over 60 awards to recipients who have included utilities, product and service providers, consumers, and individuals responsible for demand response efforts targeted to the residential, commercial, industrial, and agricultural customer markets. PLMA 14th Award Winner Media Release.

2:00 pm

Non-Wires Alternatives: Straight Outta Nashville

Emerging Technologies for Demand Response (DR) - Shape, Shift, Shed, and Shimmy
Mark Martinez, Southern California Edison (SCE)
SCE's Emerging Markets and Technologies (EM&T) Program is designed to facilitate the examination and market deployment of innovative new enabling technologies, software, and services that can enhance the customer enrollment and performance of DR rates, programs, and market resources. SCE has focused on four areas: DR enabling end-use technologies; DR codes and standards; DR market expansion and customer acceptance; and wholesale ISO market integration. The EM&T program's core mission: identify innovative "plug and play" enabling technologies that function as grid resources through interoperability standards to "Shape, Shift, Shed, and Shimmy". These categories of DR are essential for developing pathways for future utility program designs. Mark will present new DR enabling technologies that go beyond the traditional consumer end uses, and include smart solar inverters, residential electric storage, ramping services, and vehicle-to-grid.

When Targeting Is the Right Approach: Early Success in A Non-Wires Alternative DR Program
Mark Sclafani, Central Hudson Gas & Electric
The Central Hudson system has a declining peak load, minimizing the need for system-wide demand management. However, a few pockets of load growth are driving locational infrastructure needs, making a targeted Non-Wires Alternative program an ideal solution. In April 2016, Central Hudson launched its first NWA, a targeted demand response program called "Peak Perks." The program includes both residential DLC equipment and C&I curtailment. In less than a year, the program has already achieved over 30% participation (of eligible customers) in one of the three targeted areas. Learn about the strategies which resulted in this early success, and the challenges ahead. The presentation will also illustrate the program's origins within the REV proceeding in New York State, and the earnings mechanism that makes the program financially beneficial to Central Hudson.

Piloting Wireless Alternatives—Forging a Successful Program in Difficult Circumstances
Courtney Lane, National Grid Rhode Island and Antje Flanders, Opinion Dynamics
Gain insight into how wireless alternatives can succeed even under challenging conditions. National Grid Rhode Island piloted a controllable thermostat program in a small, capacity-constrained community in the northeastern United States to learn what DR program implementers can do to optimize program performance. Challenged by relatively cool summers and vacation homes that are not consistently occupied, and operating in conjunction with energy efficiency programs that reduce the total load available to be dropped during events, the program improved efficacy by working with evaluators over several years to optimize technology choices, develop targeted marketing strategies to increase overall participation, troubleshoot data problems, and improve event design by learning how customers interact with both their thermostats and AC units.

3:00 pm

Refreshment Break in Sponsor Lounge

  Late Afternoon Session Co-Chairs Andrea Simmonsen, Idaho Power and Steve Koep, Vaughn Thermal Corporation
3:30 pm

Evaluation of PG&E's Two-year Behavioral Demand Response Study

Wendy Brummer, Demand Response Pacific Gas & Electric Co. (PG&E) and Josh Schellenberg, Nexant

PG&E conducted a two-year Behavioral Demand Response (BDR) study to assess the impact of BDR on residential peak electricity usage on designated "Summer Saving Days." The BDR study was part of PG&E's Demand Response Transmission and Distribution pilot. The study targeted residential customers served by 31 substations identified as high priority areas for reducing peak loads. BDR does not offer financial incentives for customers to reduce their usage, nor does it require the installation of technology at a customer's premise. Instead, it provides customers with pre/post-event communications and social comparisons specifically aimed at reducing usage on event days. The evaluation found that impacts are persistent across years and customer groups. It also assessed impacts on non-event days and investigated the types of customers that provide larger impacts. This presentation will address some key recommendations that came out of the two-year BDR study.

4:00 pm

Power of Marketing: One Size Doesn't Fit All

Stephanie Johnson, AEP Public Service of Oklahoma (PSO)

Utilities across North America share the goal of trying to launch successful demand response and energy efficiency programs in the face of low awareness and complex messaging. PSO overcame these obstacles and launched PowerHours®, a demand response and bring-your-own-thermostat (BYOT) program, in May 2014, with a goal of 2000 enrollments. The program utilized mass and targeted marketing efforts and a self-service web portal resulting in exceeding enrollment goals for both years of the program. Innovative marketing tactics include: easy-to-understand messaging; self-service website; guided enrollment process which included eligibility validation; program selection; and an instant thermostat purchase. The session will describe our approach and success with enrollment, participation, and customer feedback which provided valuable data to improve marketing efforts for the full-scale rollout. In January 2016, PSO launched the broader scale program. Marketing efforts extended to a more comprehensive, integrated plan which included: television, radio, digital advertising, email, social media, community outreach, retail signage, outreach through HVAC contractors and more. PSO has met the goal of 10,000 participants this year using data analytics combined with the marketing tactics.

4:30 pm

Sponsor Showcase Lightning Round

Co-Chairs Derek Kirchner, DTE Energy and Dennis Quinn, Joule Assets
Jeff Norman, AutoGrid, Craig Celgin, Bidgely, Jason Cigarran, Comverge, Peter Black, ecobee, Jim Richardson, Landis+Gyr, Barry Haaser, OpenADR Alliance and Jaden Crawford, Whisker Labs

Lightning-fast round of 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 pm

Networking Reception in Sponsor Lounge

Wednesday, April 5, 2017
Wi-Fi hosted by Comverge; Electric Power Alley hosted by CLEAResult
7:30 am

Breakfast Buffet in Sponsor Lounge


Concurrent Breakout Sessions

Track A
Session Co-Chairs Heather Manypenny, New Hampshire Electric Cooperative and Stuart Schare, Navigant
8:30 am

BYOT at APS: Building a Combined Energy Efficiency (EE) and Demand Response (DR) Smart Thermostat Offering

Bruce Brazis, Arizona Public Service (APS) and Tyler Rogers, EnergyHub

Many utilities are leveraging the Bring Your Own Thermostat (BYOT) deployment model to unlock demand response potential in thermostats, but APS is going one step further by using a BYOT approach to also achieve its residential energy efficiency goals. In this session, APS will provide an overview and results from APS' EE BYOT program, discuss how APS is using EE thermostat rebates to seed the market for its DR BYOT program, and share how BYOT is just the start of APS' longer-term vision for managing distributed energy resources.

9:00 am

Integrating Demand Response with Proven Energy Efficiency

Michelle Lindsay, Berkshire Hathaway, NV Energy and Steve Hofer, HDR Consulting

Learn from this cases analysis of pilot projects, how Berkshire Hathaway, NV Energy integrated demand response into two energy efficiency technologies that historically have been efficiency only opportunities. The technologies are advanced refrigeration controls and HVAC energy valves. Berkshire Hathaway, NV Energy created pilot programs that leverage the value proposition of these technologies to reduce electric consumption into installations. Michelle and Steve will discuss technology and how it is typically deployed in facilities for only efficiency purposes, as well as address how the demand response component was integrated into the implementation of each technology and how each technology improves the ability of the customer to participate in demand response events.

9:30 am

Balancing Load Curtailment and Customer Value: DR from a REP's Perspective

John Smith, Crius Energy and Dave Oberholzer, Whisker Labs

The growth of DER in many jurisdictions is changing the value that the distribution grid needs to provide. While reliable delivery of electric service remains paramount to the distribution utility, distribution utilities need to fundamentally rethink the long-term implications of a high-DER future - and the increasing value of flexibility and contingency that non-wire alternatives can provide. While regulator-driven changes in a few jurisdictions are preparing the path toward maintaining long-term grid value, other jurisdictions lag behind. This presentation will explore methods employed by a leading retail energy provider to transform a traditional energy efficiency and demand response program into an automated price-following program. The approach leverages the flexibility afforded by the use of connected thermostats for emergency DR to control load, and economic dispatch to maintain rate structures and control costs, all while creating additional value to attract and retain customers. These are examples of capabilities that are currently being used by retailers and that utilities will need, to deliver the flexible future grid.

Track B
Session Co-Chairs Linda King, Northwest REC and Jason Cigarran, Comverge
8:30 am

Harvesting Load from Irrigation Pumps

Gabe Munoz, Entergy Arkansas

Gabe will speak to first-hand experience in designing, marketing and implementing an irrigation load control program in Arkansas. He will discuss the geographical obstacles, the challenging market conditions and general agricultural industry barriers which were encountered and successfully navigated to develop a successful, reliable, integrated demand side resource which is now registered as a MISO Resource.

9:00 am

Switches vs. Thermostats - How Much Does Customer Behavior Play a Role?

Cole Willis, Indianapolis Power & Light Co. (IPL) and Olivia Patterson, Opinion Dynamics

For the last handful of years, utilities have been debating the merits of load control switches compared to smart thermostats to provide reliable residential demand reduction. This presentation provides a side-by-side comparison of IPL's residential demand response program, which offers both one-way and two-way load control switches as well as smart thermostats. We will focus on key attributes to inform decision-making regarding technology selection, including load reduction, failure rates, and customer opt-out rates and behaviors. Further, we will examine customer opt-outs, including when and how they occur during the event period by providing results from an examination of vendor data and customer interviews.

9:30 am

Strategies for Migrating from One-Way to Two-Way Communicating Devices

Melissa Knous, Duke Energy Florida, Tom Artau, Duke Energy Florida and Derek Kirchner, DTE Energy

Duke Energy Florida's EnergyWise® residential demand response program has more than 420,000 participants, representing approximately 25% of its residential customer base and provides 653 MW winter and 358 MW summer peak capacity. Duke Energy Florida utilizes the system more than 140 times per year, on average. In 2015, Duke Energy Florida began transitioning the program from one-way paging communications to two-way Wi-Fi and cellular load control switches. This session describes the installation approach and deployment schedule including lessons learned about program transition.

DTE Electric's CoolCurrents program was one of the first direct load control programs for A/C usage in the country, utilizing one-way paging technology to control A/C compressors. Currently, there are over 285,000 customers on the program and DTE had been experiencing a decline in the responsiveness of the interruption signal. DTE Electric made a commitment in 2015 to replace all of the existing units with 2-way zigbee enabled units that interact with the companies Itron OpenWay network. This session will focus on the challenges DTE is facing both in the field and in the office in delivering a successful program.

10:00 am

Refreshment Break in Sponsor Lounge

Track A
Session Co-Chairs Olivia Patterson, Opinion Dynamics and Joseph E. Childs, Eaton
10:30 am

CTA-2045 Opportunities and Challenges from the Field

Field Test Results of the Consumer Technology Association's CTA-2045 Demand Response Standard
Chuck Thomas, EPRI
The Consumer Technology Association's CTA-2045 standard defines a modular interface for the communication-connectivity to demand responsive devices. Since 2013, EPRI and more than 20 utilities have been field testing appliances and communication systems based on this standard. This session will provide a summary of the findings from these field tests and a discussion of the opportunities and challenges of this modular standard going forward.

The Battle to Save Grid Enabled Water Heaters
Amy Bryan, Jackson EMC and Jim Stovall, Skipping Stone
Jackson EMC, as well as many other electric utilities, in conjunction with water heater manufacturers and demand response technology providers, are conducting pilot projects with the new grid-enabled water heaters utilizing a new standard, the CTA 2045 standard, to study the following:
• Effects of the water heater demand response program on customer lifestyles
• KW reduction capability of the system
• Projected cost of system-wide implementation
• Best practices for a water heater demand response program

CTA-2045: The Path Forward for Chattanooga
Hunter Ellis, Electric Power Board of Chattanooga
An exanimation of the EPB CTA-2045 pilot and how it fits into our long term strategy to provide energy services to our customers. The session will describe the market forces that are affecting EPB and the architecture we are using to evaluate solutions and strategies.

11:30 am

Increasing Engagement with Small to Mid-Sized Business through an Integrated Demand-Side Management Program

Moderator: Brett Feldman, Navigant
Jeremy Morrison, Duke Energy and Shane Fay, Comverge

The small- to mid-sized business (SMB) customer has typically been underrepresented when it comes to participation in demand-side management programs. However, this customer segment makes up a large percentage of a utility customer base and has specific characteristics that make them great candidates for these programs. Across multiple service territories, Duke Energy has started pursuing the SMB with an integrated demand response and energy efficiency product offering to better leverage this untapped load resource and engage them to help improve customer satisfaction scores.

Track B
Session Co-Chairs Clayton Engel, Consumers Energy Company and Ruth Kiselewich, ICF
10:30 am

Arizona DEReaming: APS' Early Efforts and Lessons Around Distributed Energy Resources

Tom Hines, Arizona Public Service

Arizona Public Service (APS) is on the front lines in dealing with many of the issues arising from the proliferation of Distributed Energy Resources (DERs) in its service territory. APS is using innovative efforts to manage the growth of rooftop solar in its service territory. APS has several efforts underway to help it integrate DERs more fully into its operations, from BYOT EE and DR, demand rate studies, storage pilots, and rooftop solar studies. This session provides an overview of the issues APS faces and a summary of the DER efforts underway.

11:00 am

On Demand Savings: Introducing Demand Management in an Efficiency World

Robert Connor, Madison Gas and Electric Company and Matthew Matenaer, Focus on Energy / Franklin Energy Group

The power (kW) and delivery (distribution) component of customers' electricity bills continue to rise due to market and regulatory changes while energy (kWh) costs remain relatively stable. Shifting customers' attention from managing energy to managing power requires education, tools, and motivation. We will present the results and lessons learned from an 18-month pilot program that provides C&I customers with a real-time energy dashboard and financial incentives to help control summertime on-peak demand. Roughly 40 Program participants experienced average monthly demand savings of 9% while Madison Gas and Electric saw average monthly coincident demand savings of 1.3 Megawatts. We will provide final program results and describe program components, including: program design elements, qualitative and quantitative discussions of load shedding strategies, and the customer energy dashboard.

11:30 am

Delivering DR in the Tennessee Valley: Lessons Learned from an LPC

Jeff Brockette, Middle Tennessee Electric Membership Corporation (MTEMC) and Dale Merritt, EnerNOC

Local Power Companies (LPCs) are the core of Tennessee Valley Authority's (TVA's) demand response (DR) program. While the DR program is managed and dispatched centrally by TVA, LPCs work directly with their customers or members to deliver DR MW to TVA. MTEMC has been particularly successful in engaging customers around this DR program opportunity. The MTEMC has been able to deliver the following positive outcomes: 1) increased customer satisfaction; 2) reliable resource to TVA; and 3) leveraging new technology. We will highlight MTEMC as a case study for how DR can be successfully implemented within the unique program environment of DR in the Tennessee Valley and provide concrete examples of how to approach relationships with DR vendors that reinforce specific utility goals, such as customer engagement and asset utilization.

12 noon

Lunch Buffet in Sponsor Lounge hosted by EnergyHub

  Afternoon Session Co-Chairs Michael Brown, Berkshire Hathaway, NV Energy and PLMA Vice-Chair and Chris Ashley, EnergyHub
1:00 pm

A Cost-Effective, Goal-Oriented Approach to Demand Response (DR) Program Design

Craig Sherman, Sacramento Municipal Utility District (SMUD) and Alana Lemarchand, Nexant

DR program managers face a rapidly expanding array of program design options including bring-your-own-thermostat (BYOT) models, two-way switches, and other control devices for a wide variety of end uses, integration with customer engagement campaigns, and varied capacity market landscapes. It is a challenging to take stock of the options, collect and assess information about program costs and benefits, and design a program that is aligned with and that balances program, department, utility, and regulatory goals. SMUD is taking a strategic, quantitative, cost-effective approach to program design that combines insights from a field pilot and an adaptive conjoint study providing key learnings about customer preferences and new program models. SMUD will share how it is leveraging market and field research, program design tools, targeted marketing, and rate-based compensation to design future offerings that meet companywide goals to grow customer satisfaction and engagement in a cost-efficient manner. Utilities of varying sizes can use this cost-effective program design approach to evolve demand response pilots into programs and to redesign or reimagine programs in a strategic, streamlined manner.

1:30 pm

How to Achieve High DR Goals When You've Already Tapped Out Large Industrial

Josh Keeling, Portland General Electric and Robin Maslowski, Navigant

Large industrial customers have historically provided the backbone for many DR portfolios across the country. However, several drivers are pushing utilities to look beyond large industrials, such as the desire to push DR goals even higher, the loss of large industrial customers as viable DR candidates, expansion of DR into regions without significant industrial loads, and interest in establishing a more robust relationship with other customer segments through DR program engagement. This presentation will look at strategies for tapping into those additional customer segments, including program design characteristics that appeal to a broader customer base, program delivery options (e.g., aggregator versus in-house), and customer outreach opportunities.

2:00 pm

Closing Remarks

Michael Brown, Berkshire Hathaway, NV Energy and PLMA Vice-Chair
2:30 pm


2:30 pm

Ice Cream Social with Utility Load Management Exchange

Join us for a fozen dessert and final networking opportunity in the Sponsor Lounge.