38th PLMA Conference Agenda

November 12-14, 2018 in Austin, Texas

38th PLMA Conference in Austin, Texas

Monday, November 12, 2018
Concurrent Events (included in conference registration)
PLMA Interest Group Meetings
8:00 - 9:00 am

Evolution Training & Interest Group Breakfast

9:00 am - 4:30 pm

Demand Response Fundamentals and Evolution
This one-day course explains how today's demand response initiatives are evolving to interact with an emerging future with distributed energy resources for peak load management and much more. The course content expands on the Evolution of Demand Response whitepaper and discussion.

Click to Read More


Learning Objectives:

  1. Articulate a common, descriptive language for describing the evolution of demand response as seen through the eyes of industry leaders;
  2. Explain the current state of the fundamental market principles and technology enabling demand response initiatives today;
  3. Compare and contrast how demand response programs perform relative to energy efficiency, thermal/battery storage, and renewable energy initiatives;
  4. Introduce examples of portfolio design strategies and implementation tactics to address the challenges of a fading boundary between bulk power exchange and retail electricity usage;
  5. Detail free and low-cost resources to learn more about topics and initiatives discussed;
  6. Download the free Demand Response Glossary of Terms and Definitions to get started today
Mark Martinez, Southern California Edison Co-Chair Mark Martinez
Southern California Edison
Christine Riker, Energy Solutions Co-Chair Christine Riker
Energy Solutions

Interest Group Activities
Join the PLMA Interest Groups for candid, interactive roundtables among practitioners from utilities, consultancies, and technology providers who are actively engaged in the load management industry. Don't miss the opportunity to learn from and share with your peers' successes and challenges in these areas of interest.

9:00 am

Women in DM

Melissa Knous, Duke Energy Co-Chair Melissa Knous
Duke Energy
Erika Diamond, EnergyHub Co-Chair Erika Diamond
Lenore Zeuthen, Zeuthen Management Solutions Co-Chair Lenore Zeuthen
Zeuthen Management Solutions

Who Should Attend? Women and men attending the conference are encouraged to join us for this dynamic conversation.

  • Women – Gain knowledge and perspective on how to develop and further your career in DSM — an industry in which we still see few women in leadership positions. Enhance your network by getting to know other women in the field.
  • Men – Increase your understanding of the issues women face in our industry to: improve your team’s development and synergy, enhance your recruiting and management approach, and learn how to leverage the benefits of greater organizational diversity.
Learn More About This Interest Group
11:00 am

Evolution Training & Interest Group Lunch

12 noon


Scott Coe, GridOptimize Co-Chair Scott Coe
Ross Malme, EnergyHub Co-Chair Ross Malme
Skipping Stone

Come join us for the 2nd meeting of the PLMA International Interest Group in Austin. In this meeting we will discuss global growth Smart Grids, AMI and DER in emerging markets and developed markets. Ross Malme will discuss the most recent US Department of Commerce Smart Grid Top Markets report which ranks the top 10 international markets for T&D, ICT and Energy Storage.  Scott Coe will give an update on DER standards being developed by the IEC. We will also discuss the international requests the PLMA Speakers Bureau has received for DR and DER support.

Learn More About This Interest Group

Connected Devices

Justin Chamberlain, CPS Energy Co-Chair Justin Chamberlain
CPS Energy
Poornima Eber, National Grid Co-Chair Poornima Eber
National Grid
Olivia Patterson, Opinion Dynamics Co-Chair Olivia Patterson
Opinion Dynamics

Ev'thang is bigger in Texas and The Connected Devices Interest Group will be no different. Y'all get excited about an action-packed, Texas-themed, set of interactive sessions. Our first session “Lone Star State of Mind” will feature the Godfather of BYOT, Scott Jarman from Austin Energy who will discuss the genesis and future of BYOT. SEPA and E-Source representatives Brenda Chew and Claire Valentine will offer compelling new research describing the latest and greatest in connected device trends and solicit your feedback on these trends through real-time surveys. Utility staff from National Grid, SCE and HECO will lead breakout groups focusing on considerations related to moving from one device to multiple devices within a connected device landscape, focusing on various technology types (EVs, storage, water heaters, gateways), as well as design implementation strategies (e.g., technological challenges for DRMS systems integration, integrated marketing approaches, and cost-effective incentive structures). The agenda is as follows:

Lone Star State of Mind – The Future of Connected Devices

Scott Jarman Scott Jarman
Austin Energy and Godfather of BYOT

Whatch Y'all Up To - Connected Device Research

Justin Chamberlain Justin Chamberlain
CPS Energy (Moderator)
Brenda Chew Brenda Chew
Claire Valentine Claire Valentine

This Ain't Our First Rodeo - Connected Device Program Administrator Breakouts

Poornima Eber Poornima Eber
National Grid (Moderator)
Paul Wassink Paul Wassink
National Grid
Rich Barone Rich Barone
Mark Martinez Mark Martinez

Topical discussion and Next Steps

Learn More About This Interest Group
2:00 pm

Shared Evolution Training & Interest Group Refreshment Break

2:30 pm

DER Integration

Rich Barone, Hawaiian Electric Company Co-Chair Rich Barone
Hawaiian Electric Company
Matt Carlson, Aquanta Inc. Co-Chair Matt Carlson
John Powers, Extensible Energy Co-Chair John Powers
Extensible Energy

Problem Framing
Distributed Energy Resources (DERs) pose unique opportunities and challenges for distribution system planners and operators, emerging technology teams, and program managers alike.  Often lacking a common nomenclature, all parties struggle to understand and define the benefits delivered and costs imposed by the increasing assortment of DERs being deployed on both sides of the meter. This workshop will start with a framing discussion by an expert from the system operations side, followed by breakout sessions where Interest Group participants will identify the top challenges, opportunities and forward-looking concepts on DER technology, communications and control, and customer engagement.  We will address questions such as:

a. What does a Distribution Engineer do?

b. What are Distribution Engineers traditionally concerned with as they operate the distribution systems?

c. How are these concerns changing as DER populations increase on individual circuits?

d. How would these challenges be traditionally resolved?

e. What customer-sited DERs can contribute to solving/addressing these concerns? Is this relegated to POV and storage? Can load modifications play a role too?

Breakout Sessions
Based on the problem framing discussion, the interest group will then break out into three working groups, each facilitated by a subject Matter Expert. There will be 2 30-minute sessions. The objective of these sessions will be to, in the context of the problem framing discussion, identify the top challenges, opportunities and forward-looking concepts relative to each breakout topic. The breakout sessions will address:

A. Technology
This breakout group will examine customer resources – and combinations of these resources that could be leveraged to address the emerging problems discussed in the Problem Framing session. This could include existing, known assets, or look into the future as new asset types become more prevalent. Operating constraints and interdependencies will also be explored.

B. Communications & Control
This breakout group will take a hard look at communications and control needs and challenges. The groups will look at both communications pathways and protocols, examine telemetry requirements and data integration and assimilation needs that may result from leveraging customer-sited assets to solve circuit-level issues.

C. Customer Engagement
This breakout group will explore options for customer engagement. The discussion will range from tried-and-true programmatic approach, to new and emergent market models, social media, block chain, transactive energy. Time permitting, this group may also explore customer engagement within this market models. For example, would Alexa or Google Home play a role in facilitating this type of engagement? How about intermediaries?

Recap & Conclusions
Following the two rounds of breakout sessions, the SMEs will each present the top three challenges, opportunities and concepts identified in their respective breakout sessions.

Learn More About This Interest Group

Customer Engagement

Andrea Simmonsen, Idaho Power Co-Chair Andrea Simmonsen
Idaho Power Company
Sharyn Barata, Opinion Dynamics Co-Chair Sharyn Barata
Opinion Dynamics

Gamification: is DR in the Game?
Gamification is a hot method for engaging customers, but do you know why it works, and more importantly, can it work for your DR program? This session will look at recent research related to gamification initiatives in the Energy Efficiency sector and explore ways that Demand Response programs can begin to "play".

Your Customer Engagement Co-Chairs will lead a lively session that provide take-aways on what gamification can and can't do, and some of the pitfalls to avoid. Ward Eames of NTC will share why gaming and engagement tie together using specific examples and results from a current project. Get a chance to play for yourself and experience engagement firsthand. Even if you aren't a Gamer, you will enjoy interacting with your fellow Interest Group members and sharing customer engagement strategies. So, plan to attend and find out the secrets to making gamification work for you — come ready to play!

Ward Eames, NTC Ward Eames
Learn More About This Interest Group
4:30 - 5:30 pm

PLMA Evolution Training and Interest Group Networking Meetup
All interest group and training registrants are welcome to attend to network and learn how to make the most of the Conference activities.

6:00 - 8:00 pm

Board of Directors Meeting
Business meeting with working dinner only for Board members and At-Large Representatives listed at www.peakload.org/plma-leadership.

8:00 - 10:00 pm

Welcome Reception
Join your fellow PLMA members for great networking and refreshing beverages. Open to all conference attendees at no additional fee, compliments of PLMA members. Not a member? Join us anyway and see what you're missing.

Wi-Fi Host: EnergyHub • Electric Power Ally Host: Landis+Gyr

Tuesday, November 13, 2018

Conference Co-Chairs

Scott Jarman, Austin Energy Scott Jarman
Austin Energy
Ricardo Luna, CPS Energy Ricardo Luna
CPS Energy
Teague Douglas, CLEAResult Teague Douglas
7:00 - 8:00 am

Breakfast Buffet in Sponsor Lounge


Morning General Session 1

Andrea Simmonsen, Idaho Power Co-Chair Andrea Simmonsen
Idaho Power Company
Teague Douglas, CLEAResult Co-Chair Teague Douglas
8:00 am Michael Brown, NV Energy

Opening Remarks
PLMA Chair Michael Brown, Berkshire Hathaway, NV Energy

8:30 am

Welcoming Remarks
Local Guest TBA

9:00 am

Reinventing Demand Response with DERs
The industry today is bringing on more renewable and distributed energy resources. As technology advances and more renewable and distributed energy resources continue to come online, there are more options like EV chargers and interactive water heaters, as well as new market drivers to balance supply and demand on the grid to support reliability and capture operational efficiencies. Demand response practitioners are exploring the ability of demand response to fill valleys and clip peaks to respond to fluctuations and overgeneration along the grid.

Click to Read More

Learning Objectives:

  1. Obtain a high-level US perspective of the DR utility landscape (based on SEPA's Annual Utility Survey);
  2. Understand from the private and public power perspectives how utilities are leveraging DR to manage fluctuations along the grid; and
  3. Gain insights into the developing uses and values for demand response.
Derek Kirchner, DTE Energy Moderator
Derek Kirchner

DTE Energy
Brenda Chew, Smart Electric Power Alliance Brenda Chew
Smart Electric Power Alliance
Rich Barone, Hawaiian Electric Rich Barone
Hawaiian Electric
Troy Eichenberger, Tennessee Valley Authority Troy Eichenberger
Tennessee Valley Authority
10:00 am

Save or Shift? How to Successfully Transition from EE to DSM/DER
Balancing energy supply and demand is becoming more complex as more intermittent distributed resources are added to the grid. In this environment, DSM planners need to re-examine portfolios to determine how DER technologies fit with existing EE/DSM programs. It requires a granular planning process that considers the hourly load shape of each EE/DSM/DER technology to prioritize program opportunities based on alignment with resource needs. This session discusses an innovative approach to DSM/DER planning used to prepare Tucson Electric Power’s 2019 DSM Plan. TEP created a resource-needs heat map and used technology-specific load shapes to rank all existing EE programs and potential new DER technologies according to their fit with the utility’s marginal generation costs. This enabled TEP to propose a modernized portfolio that realigns existing programs and introduces new DER technologies using an objective method for determining whether to increase, decrease, maintain, modify, or eliminate each existing or potential program.

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Learning Objectives:

  1. Learn what to do when you need to incorporate DERs into your existing EE portfolio.
  2. Understand how to design your DER strategy to meet customer and grid needs.
  3. Objectively evaluate the value of new and existing technologies based on your resource needs.
Ray Martinez, Tucson Electric Power Ray Martinez
Tucson Electric Power
Tom Hines, Tierra Resource Consultants, LLC Tom Hines
Tierra Resource Consultants, LLC
10:30 am

Refreshment Break in Sponsor Lounge


Morning General Session 2

Ricardo Luna, CPS Energy Co-Chair Ricardo Luna
CPS Energy
Ruth Kiselewich, ICF Co-Chair Ruth Kiselewich
11:00 am

Practitioners' Perspectives on The Future of Distributed Energy Resources
Where do the current DR/EE/Renewables activities of utilities fit in a DER future of iDSM, NWA, storage and more. This roundtable discussion will offer utility practitioner perspectives on how Distributed Energy Resources, as an umbrella term, is evolving from a program focus on Peak Load Emergencies to Market/System Economics to Operational Management. This roundtable with include structured dialogue on topics such as:

  • Repositioning utility program resources designed for system-wide deployment to be targeted/locational
  • Business Process Changes Necessary to Evolve DERS from Emergency to Operations
  • Where DR fits in a DER construct relative to utilities that are long on generation with weak market/regulatory signals and potentially-stranded infrastructure costs
  • What is a DERMS and what’s the path to get there; What are individual utility DR Potential Studies not telling senior executives
  • Balancing customer satisfaction and customer acquisition issues
Jason Cigarran, Itron Moderator
Jason Cigarran

Meridith Nierenberg, Orange and Rockland Utilities Meridith Nierenberg
Orange and Rockland Utilities
Rich Philip, Duke Energy Rich Philip
Duke Energy
Michael Brown, NV Energy Michael Brown
NV Energy
12 noon

Lessons Learned from Six Years of BYOT at Austin Energy
Bring Your Own Thermostat (BYOT) was a new concept when Austin Energy rolled out the Power Partner Thermostat Program in 2012. Six years later, the program is going strong and many of the largest utilities in the country have launched BYOT programs. Scott Jarman from Austin Energy and Chris Ashley from EnergyHub will provide an in-depth retrospective and share data from the life of the program. They will discuss the genesis of this innovative concept in 2012 and Austin Energy’s initial configuration and introduction of the program concept; approaches to manufacturers and vendors engagement; and how the structure of program has evolved over the past six years.

Click to Read More

Learning Objectives:

  1. Learn how to create the best possible customer experience.
  2. Understand how to minimize administrative burden and manage multiple partner relationships.
  3. Take away a process for tapping into manufacturers existing customer relationships.
Scott Jarman, Austin Energy Scott Jarman
Austin Energy
Chris Ashley, EnergyHub Chris Ashley
12:30 pm

Lunch Buffet in Sponsor Lounge


Afternoon General Session 1

Brian Doyle, Xcel Energy Co-Chair Brian Doyle
Xcel Energy
Lynn Stein, E Source Co-Chair Lynn Stein
E Source
1:30 pm

Turning the Titanic: Systems Integration to Support 2-Way Switches @ PG&E
When PG&E set out to leverage their AMI network to support the deployment of central AC 2-way direct load control switches, a harsh reality set in: Could they actually turn the Titanic? Standing up more reliable smart grid technology involved complex internal IT projects; multi-year lab tests and a field test; penetration testing; and coordination with vendors associated with device development, AMI network and head-end system, program implementation, IT and the DRMS. This presentation offers a glimpse into what a major U.S. utility had to go through in order to step into the future of a more flexible smart grid technology and make it operationally advanced.

Click to Read More

Learning Objectives:

  1. Understand the scope of product development.
  2. Learn strategies for vendor coordination.
  3. Take home an understanding of how to do benchmarking for a major technology shift.
Wendy Brummer, Pacific Gas & Electric Co Wendy Brummer
Pacific Gas & Electric Co.
David Fleming, GoodCents/Franklin Energy David Fleming
GoodCents/ Franklin Energy
Darren Gronewold, Energate/Tantalus Darren Gronewold
Energate/ Tantalus
Brian Treu, Itron Brian Treu
Paul Wyman, Lockheed Martin Energy Paul Wyman
Lockheed Martin Energy
2:00 pm

This is Getting Complicated… Planning DR Resources in a World of DERs
Utility planners used to have just one customer-side resource to worry about: EE. Then, the world expanded to DR. Now we have too many acronym’d resources to say without taking a breath and customers adoption of DER technologies in some jurisdictions is significant enough to move the needle in system planning. This is one of the cruxes of the DER evolution—how can utilities predict the location and timing of thousands of distributed customer adoption decisions that are increasingly occurring outside of the utility’s influence? Potential studies typically have provided the starting point for planning, but now utility planners need to go a step further and forecast the actual adoption of DER, often at highly granular levels. This presentation will discuss the methods and learnings from a utility case study and across the country in the shift towards DER forecasting to feed IRP, distribution planning, and customer engagement.

Click to Read More

Learning Objectives:

  1. Learn how utilities are evolving their single-resource DR potential studies to become multi-resource DER forecasts that are more tightly integrated with non-DSM functions at the utility.
  2. Understand new data streams and new analytical methods for incorporating DER into planning (e.g., understanding individual customer propensities to adopt, accounting for interactive effects, etc.).
  3. Take home best practices in cross-silo coordination (e.g., upfront coordination between T&D planners and DER program planners, developing shared customer-facing databases, etc.)
Josh Keeling, PGE Josh Keeling
Robin Maslowski, Navigant Robin Maslowski
2:30 pm

Utility DR Auctions: A Practical Guide
In many ISO/RTOs demand response is primarily procured via capacity auctions; There has been much discussion recently about using market-based mechanisms, such as auctions for DR procurement at the utility level, however there is little practical experience with such auctions; This presentation will talk about theoretical and practical aspects of utility level DR auctions, based on Con Ed’s experience with DR and Demand Management auctions.

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Learning Objectives:

  1. Learn the benefits and drawbacks of utility auction and basic auction design principles.
  2. Understand major differences between wholesale and retail auctions.
  3. Take home the conditions for a successful auction and lessons learned from Con Edison auctions.
Shira Horowitz, Con Edison Shira Horowitz
Con Edison
3:00 pm

Refreshment Break in Sponsor Lounge


Afternoon General Session 2

Scott Jarman, Austin Energy Co-Chair Scott Jarman
Austin Energy
Dave Hyland, Zen Ecosystems Co-Chair Dave Hyland
Zen Ecosystems
3:30 pm

Non-Wires Alternatives Projects Worth Watching: Key Insights from SEPA & PLMA Joint Research
Discover key considerations from leading non-wires-alternatives (NWA) projects that are deferring the need for traditional electric grid infrastructure upgrades. Hear results from an industry-wide call for project nominations that led a peer group to select 10 NWA projects that have compelling stories and lessons-learned to share back to the industry; Since 2016, National Grid has identified more than 20 NWA opportunities through its capital investment planning process. This presentation will share some of our learnings regarding project identification, procurement processes, benefit cost analysis tool development and rate case incentives. Con Edison has had many key takeaways and lessons learned from the first large program we are implementing, to the streamlined approach of identifying and implementing newer projects. They have also found different ways to communicate these projects to the market and are working to continuously improve our approach to non-wires solutions, with our customers and market partners in mind.

Click to Read More

Learning Objectives:

  1. Learn about the 10 selected case studies representing non-wires alternative programs around the United States, and how they were selected.
  2. Understand how utilities—and others—are exploring lower cost, higher consumer and environmental benefit solutions with non-wire alternatives.
  3. Take away alternative strategies for utilities to meet changing system needs without traditional transmission and distribution upgrades.
Steve Cowell, E4theFuture Steve Cowell
Brenda Chew, Smart Electric Power Alliance Brenda Chew
Smart Electric Power Alliance
Tiger Adolf, PLMA Tiger Adolf
Marie Schnitzer, National Grid Marie Schnitzer
National Grid
Damei Jack, Con Edison Damei Jack
Con Edison
Sarah Arison, Bonneville Power Administration Sarah Arison
Bonneville Power Administration
4:30 pm

Sponsor Showcase Lightning Round
In this 30-minute session you will hear from several of our sponsors about the essence of their solutions. Our Co-chairs have vetted the presentations and helped the sponsors get their key messages compressed down to no more than 3 minutes. This is not a marketing pitch, but an educational statement from the sponsors on what they do with specific examples of how they provide value.

Mark Martinez, Southern California Edison Co-Moderator: Mark Martinez
Southern California Edison
Christine Riker, Energy Solutions Co-Moderator: Christine Riker
Energy Solutions

Showcase Presenters:

Shane O’Quinn, AutoGrid Systems Shane O’Quinn
AutoGrid Systems
Joseph Childs, Eaton Joseph Childs
Tiffany McCann, EFI Tiffany McCann
Tendril Emilie Stone
Rolf Bienert, OpenADR Alliance Rolf Bienert
OpenADR Alliance
5:00 - 6:30 pm

Networking Reception in Sponsor Lounge hosted by AutoGrid Systems
A key value to PLMA events is the opportunity to network with conference participants. Join us for a cocktails and appetizers. Come and share what you learned and get additional details about your topics of interest.

Wi-Fi Host: EnergyHub • Electric Power Ally Host: Landis+Gyr

Wednesday, November 14, 2018
7:30 - 8:30 am

Breakfast Buffet in Sponsor Lounge

Concurrent Breakout Sessions

Track 1

Brian Solsbee, TEMPA Co-Chair Brian Solsbee
Debyani Ghosh, Navigant Co-Chair Debyani Ghosh
8:30 am

Electric Vehicles as a Grid Resource: from Here to There
Electric vehicle sales are skyrocketing with California leading the way through policies targeted at reducing transportation-related greenhouse gas emissions. The long-term vision for widespread deployment of EVs and smart charging infrastructure is to enable two-way energy flows to support the grid and to allow for increased penetration of renewables. Realizing this vision depends upon EV owner decisions on where and when they charge and willingness to allow control of their EV batteries. In this session, EV charging patterns and implications for program design to engage customers and to maximize EVs as a grid resource will be explored.

Click to Read More

Learning Objectives:

  1. Where and when are people charging electric vehicles and what are the implications for aggregating into a grid resource?
  2. What challenges and opportunities do electric vehicle charging patterns present for energy companies and grid operators?
  3. What are the most effective program design approaches to engage EV owners and to shape usage patterns?
Valerie Nibler, Olivine Valerie Nibler

SmartCharge Rewards for EV Customers for in New York City
SmartCharge New York is an innovative program managed by FleetCarma in partnership with Con Edison. The program was designed to help EV owners reduce the cost of EV charging and enhance electric grid efficiency and resiliency – making service more reliable for everyone. Through FleetCarma's SmartCharge platform, EV Owners in the Con Edison service territory can track EV stats and automatically earn rewards each month when charging during off-peak hours and staying clear of summer peak hours. Quantifiable load shift behaviors have been observed through this technique and can be contrasted with other approaches tested in similar EV load shaping programs.

Click to Read More

Learning Objectives:

  1. Learn how to maintain customer satisfaction in the face of complex technology.
  2. Understand the advantages of monitoring at the vehicle, rather than the station.
  3. Take away tips for tracking stats and incentivizing customers.
Sherry Login, Con Edison Sherry Login
Con Edison
Eric Mallia, FleetCarma Eric Mallia
9:00 am

Rate Options That Support Electric Vehicle Adoption
Consumer perceptions regarding EVs are rapidly changing as the technology evolves and many existing barriers to adoption diminish. Wider availability of sales and service outlets, increased range, lower prices, and a steady growth of charging stations are making the EV a better solution for many consumers. As a result, many utilities are implementing innovative rate structures to encourage EV adoption and manage EV charging loads; This presentation will focus on cooperative experiences and case studies.

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Learning Objectives:

  1. Learn how to prepare for increased penetration of EVs.
  2. Understand what rate structures are best suited for encouraging EV adoption.
  3. Take home case study examples of what cooperatives are doing.
Allison Hamilton, NRECA Allison Hamilton

The Electric Slide
Clean and distributed generation enabled by investment in wind, solar, and low-carbon sources, combined with technology advancements in storage and electric equipment, are contributing to a power sector transformation that holds opportunities for electric utilities, consumers, and the environment. One of the opportunities emerging from this transformation is beneficial electrification, and the energy industry is abuzz with talk of an electric slide’s potential to make everybody a winner. While there are many programmatic synergies with energy efficiency, it is not yet apparent how beneficial electrification will be choreographed economy-wide. Will beneficial electrification strategies become the next generation of utility energy efficiency programs or does the transformation we are witnessing require a different approach?

Robin Lisowski, Wisconsin Energy Conservation Corporation Robin Lisowski
Wisconsin Energy Conservation Corporation
9:30 am

Rolling Out Time-of-Use Plans: Customer Engagement Lessons from the West Coast

Optimizing the Customer Experience for Time-of-Use Automatic Transition
Pacific Gas & Electric Company (PG&E) automatically transitioned 150,000 tiered rate customers to a Time-of-Use (TOU) rate in April 2018 as Phase 1 of its wider rollout to support California’s commitment to clean energy. Phase 1 aimed to inform marketing, education, and outreach (ME&O) optimization efforts prior to full rollout as well to provide direction for operational adjustments affecting the customer experience. Customers were randomly assigned to various ME&O test groups, allowing testing of messaging formats, content, and frequency. Research Into Action partnered with PG&E to evaluate the Phase 1 transition through a comprehensive methodology strategy. This included quantitative surveys with ~3,500 customers, qualitative focus groups, in-depth interviews, and online bulletin boards with customers. This presentation will cover initial findings from all data collection efforts and explore the impact of the automatic TOU transition on customer awareness, understanding, satisfaction, engagement, opt-out rates, and more.

Click to Read More

Learning Objectives:

  1. Take home the best ways to inform residential customers of automatic TOU transition.
  2. Understand various ways to effectively evaluate the effectiveness of your TOU default ME&O efforts.
  3. Learn which ME&O strategies increase and which ones decrease TOU opt-out rates.
Carrie Lawrence, Pacific Gas & Electric Company Carrie Lawrence
Pacific Gas & Electric Company
Merlyn Xavier, Pacific Gas & Electric Co. Merlyn Xavier
Pacific Gas & Electric Co.
Jordan Folks, Research Into Action Jordan Folks
Research Into Action
Benn Messer, Research Into Action Benn Messer
Research Into Action

Insights on PGE's Large-Scale Residential Peak Pricing Pilot
This presentation will update the evaluation of Portland General Electric’s (PGE) Flex Pricing Pilot Program presented at the 36th PLMA Conference. Between 2016 and 2018, PGE tested 12 different residential retail rate and behavior-based demand response treatments. The pilot operated in summer and winter and enrolled approximately 16,000 customers. The evaluation involved analysis of customer interval consumption data, interviews with utility and implementation contractor managers, and surveys with pilot customers.

Click to Read More

Learning Objectives:

  1. Learn why framing the participation decision as an opt-out choice by defaulting customers into treatment has large and lasting effects on customer participation.
  2. Understand why larger rebates did not yield more savings.
Jim Stewart, Cadmus Jim Stewart

Track 2

Nick Corsetti, National Grid Co-Chair Nick Corsetti
National Grid
Dain Nestel, ecobee Co-Chair Dain Nestel
8:30 am

Demand on Demand—The Latest Customer Engagement Challenge
The flat or declining load forecast coupled with a declining load shape due to solar is forcing utilities to take a fresh look at rate structures, moving away from flat or tiered rates to TOU and demand rates. This residential demand rate pilot looked at both enabling hardware and customer engagement strategies to communicate a complex rate that was both educational and empowering. The presentation covers what has been learned so far in this innovative pilot.

Click to Read More

Learning Objectives:

  1. Learn what enabling hardware approaches made the biggest impact.
  2. Take home a list of communication channels and approaches that worked.
  3. Understand how customers feel about rates and the impact on customer satisfaction.
Lynn England, Apogee Interactive Lynn England
Apogee Interactive

Voice for Utilities
By the end of 2017, 16 percent of adults in the U.S. owned voice assistant devices such as Amazon Echo and Google Home, a remarkable adoption rate considering the short history of the technology. Embedded voice assistant technologies like Amazon Alexa and Google Assistant transform a speaker device into a smart home hub. Voice assistant devices provide a channel for utilities to interact with customers in addition to creating new value stream opportunities for utilities to expand beyond their traditional business.

Click to Read More

Learning Objectives:

  1. Learn about use cases for utilities (regulated and retail).
  2. Explore innovative opportunities for energy retailers and regulated utilities with the advent of voice assistance.
Fei Wang, GTM Research Fei Wang
GTM Research
9:00 am

The Smart Home Study: Strategies for Distributed Energy Resource Management and Control
Single-family residences are the front line in the proliferation of DERs) such as solar roofs, smart thermostats, EV charging stations and storage. However, most DERs operate independently, causing adverse impacts on the distribution grid such as two-way power flows and steep late-day increases in system load. The Smart Home Study shows customers, utilities, and energy service companies how to optimize the operation of DERs to maximize customer and grid benefits.

Click to Read More

Learning Objectives:

  1. Learn most effective utility and customer technology for managing DER.
  2. Understand how different tariffs impact customer DER load shapes.
  3. Take home best practices for orchestrating a variety of DER.
Hunter Richards, Alternative Energy Systems Consulting Hunter Richards
Alternative Energy Systems Consulting
Stephan Barsun, Itron Stephan Barsun

Tapping the Potential of the Smart Home
Over the next five years, the number of smart devices in our homes is expected to increase tenfold. AEP Ohio and Powerley will explore how utilities are tapping into the potential of the smart home, providing their customers greater convenience while generating more demand savings in the process by looking beyond HVAC. The presentation will detail the DR potential that exists across the smart home and outline the components of a “self-sustaining ecosystem".

Click to Read More

Learning Objectives:

  1. Take away case studies for driving deeper engagement in demand management utilizing the smart home.
  2. Learn practical steps to tap into the potential of the smart home today.
David Tabata, AEP Ohio David Tabata
AEP Ohio
Paul Wezner, Powerley Paul Wezner
9:30 am

Using Residential HVAC-Load Control as a Flexible Physical Hedge
Learn how Retail Electric Providers reduced their exposure to high wholesale-electricity prices in ERCOT last summer. Utilizing connected thermostats in the provider’s participating customer homes, they were able to automatically reduce the customers’ HVAC load in response to 5-minute real-time LMPs and strike prices based on the providers’ locational supply positions without impacting customer comfort. Using a rolling load forecast, based on hyper-local weather data and perpetual thermodynamic modeling, the providers were able to optimize day ahead purchases. This approach is more than demand response, it is a way for electricity providers to increase optimization of day ahead purchasing decisions, reduce real-time price risk, and increase opportunities to physically arbitrage price differences between day-ahead and real-time markets, while delivering comfort to customers and increased profitability to providers.

Click to Read More

Learning Objectives:

  1. Learn how Retail Electric Providers (REPs) can team with DER practitioners to mitigate price risk while adding value for their customers;
  2. Understand how to quickly respond to locational supply positions without affecting customer comfort.
Rich Philip, Duke Energy Rich Philip
Duke Energy
John Smith, Crius Energy John Smith
Crius Energy
Jaden Crawford, Whisker Labs Jaden Crawford
Whisker Labs
10:00 am

Refreshment Break in Sponsor Lounge

Track 3

Mark Sclafani, Central Hudson Gas and Electric Co-Chair Mark Sclafani, Central Hudson Gas and Electric Jason Cigarran, Itron Co-Chair Jason Cigarran
10:30 am

Understanding Your SMB Customers
This session will provide a foundation for attendees to improve engagement with their small and medium business (SMB) customers, an often overlooked and under-researched subset of energy consumers. This session will cover how SMB consumers think about energy, their knowledge of energy efficiency and energy management, common barriers to adoption of energy-saving technologies and practices, and what they would like from their relationships with their energy providers. Following the research briefing, attendees will hear examples from the field on how electric utilities and their partners have successfully developed and implemented programs to engage this group of consumers.

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Learning Objectives:

  1. Are SMBs interested in engaging in energy?
  2. How do SMBs view their electricity providers?
  3. What programs & services garner the most interest among SMBs?
Patty Durand, Smart Energy Consumer Collaborative Moderator Patty Durand
Smart Energy Consumer Collaborative
Dan Smith, Austin Energy Dan Smith
Austin Energy
11:00 am

The Intersection of Customer Engagement and Demand Response
Customer engagement is key to a successful demand response program. Whether it’s marketing the program to potential participants or delivering strong customer service, it’s important to take customer-centric approach. Kansas City Power & Light, for example, created a sophisticated marketing program that utilized detailed customer segmentation in order to meet the high number of participants required for its manual Demand Response Incentive Program. Additionally, some utilities such as Austin Energy are taking advantage of having customers enrolled in a demand response to provide them additional tools to better manage their energy use. In this session, Austin Energy and Kansas City Power & Light will detail the different customer engagement strategies they used to deliver successful programs.

Demand Response is the Gateway to Engagement at Austin Energy

Scott Jarman, Austin Energy Scott Jarman
Austin Energy
Jenny Roehm, Schneider Electric Jenny Roehm
Schneider Electric

Return to Sneaker Net: A Lower Cost Substitute for Automated C&I DR

Angie Boone, Kansas City Power & Light Angie Boone
Kansas City Power & Light
Derrick Miller, CLEAResult Derrick Miller
11:30 am

Data Center Demand Response Opportunities
The modern economy relies on cloud computing and data centers to enable our thirst for information. Data center energy use represents about 2% of US electricity usage and is growing at roughly 3% annually, while the rest of the industry sees stagnant energy usage. These high-tech facilities are ripe for demand management implementations and represent an intriguing opportunity for demand response. Aside from shifting computationally-intensive processing load, data centers' IT infrastructure, including the uninterruptible power supplies, emergency generation, and thermal air storage characteristics, all provide a possible rapid-demand response, both of the shed variety, and to strategically increase load.

Sean Morash, EnerNex Sean Morash
Dale Sartor,  Lawrence Berkeley National Laboratory Dale Sartor
Lawrence Berkeley National Laboratory

Track 4

Troy Eichenberger, Tennessee Valley Authority Co-Chair Troy Eichenberger
Tennessee Valley Authority
Chris Ashley, EnergyHub Co-Chair Chris Ashley
10:30 am

Making Your Smart Thermostat Program Smarter
Smart thermostat programs are increasingly commonplace in residential energy efficiency and demand response portfolios, but how are they actually performing on a broad scale? To address this question, E Source has benchmarked smart thermostat programs and characterized the current state of smart thermostat program structures, incentive mechanisms, and evaluation results. This presentation will delve into some of the most challenging questions utilities face in designing, implementing, and evaluating their smart thermostat program by answering key questions such as: Which smart thermostat programs are achieving the highest energy savings and load reductions, and how? What program design features and incentive structures are having the greatest impact? What do customers like and dislike about smart thermostat programs?

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Learning Objectives:

  1. Learn strategies that utilities have used to increase energy savings and demand reduction in smart thermostat programs.
  2. Understand the most effective incentive methods for customer enrollment and satisfaction.
  3. Gain insights into the customer experience in smart thermostat programs and how utilities are reducing or eliminating pain points.
Clare Valentine, E Source Clare Valentine
E Source
11:00 am

Providing Options: Program Design Focusing on Customer Choice
When considering a new program design for demand response, the Colorado Springs team focused on providing multiple avenues to participation including automated demand response strategies, manual demand response strategies, along with combined energy and demand management strategies to reach the program goals for commercial and industrial customers. These strategies are presented to the potential end use customers to allow for the customer selection of their preferred participation path; In addition to the commercial and industrial program component, an equipment upgrade for existing residential thermostats combined with the ability to provide a BYOT channel allows for a diversified customer mix that will provide multiple avenues to reach the goals of the program; To manage these various components, a singular control system is implemented with various program control attributes to ensure a seamless operation for the utility while providing the necessary forecasting and measurement and verification data required to evaluate the program.

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Learning Objectives:

  1. Learn why allowing customer choice maximizes participation.
  2. Take home multiple strategies for a diversified approach and back up plans to reach goals.
  3. Understand how both financial and non-financial incentives are perceived by the participating customers.
Greg Wassel, Franklin Energy Greg Wassel
Franklin Energy
11:30 am

Voltage Optimization: Distribution Planning Considerations and Demand Savings Potential for an Emerging IDSM Technology
Voltage optimization (VO) efforts are increasingly deployed for energy savings, as well as peak load reductions. Prior studies show that VO reduces peak load and energy use on a circuit by 0.5 to 4%, but the potential for energy and demand savings is highly dependent on circuit characteristics. Key factors that reduce savings include high proportions of commercial and industrial load, grid-connected DERs, high transmission voltage, poor power factors, and low baseline voltage. Implementing a successful VO program requires consideration of these grid characteristics, and program goals (kWh and or kW) can dictate a program's scope. Ameren Illinois and Opinion Dynamics will share grid planning and measurement insights.

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Learning Objectives:

  1. Learn where to best apply this VO for distribution planning and energy and demand savings potential.
  2. Assess whether emphasizing peak demand reduction over energy savings could imply significantly different VO deployment plans.
  3. Understand why the potential for energy and demand savings is highly dependent on circuit characteristics given that this is an emerging technology
Tamer Rousan, Ameren Illinois Company Tamer Rousan
Ameren Illinois Company
Lily Brown, Opinion Dynamics Lily Brown
Opinion Dynamics
12 noon

Lunch Buffet in Sponsor Lounge


Closing General Session

Laurie Duhan, Baltimore Gas & Electric Co-Chair Laurie Duhan
Baltimore Gas & Electric
Joseph Childs, Eaton Co-Chair Joseph Childs
1:00 pm

Three Utility Approaches to Gas Demand Response
Utilities are just starting to use Demand Response to manage gas system constraints; Con Edison, National Grid, and Southern California Gas Company have all recently launched Natural Gas Demand Response Programs and Pilots. The three utilities will each give an overview of their Gas DR programs and discuss the different approaches they have taken, including the reasons for launching, an overview of the program design, results to date, as well as challenges they face and questions they are looking to answer in the early stages of these programs.

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Learning Objectives:

  1. Why did Con Edison, National Grid and Southern California Gas launch gas DR programs?
  2. What is the basic design of each of the three gas DR programs?
  3. What challenges has each utility faced and what do they hope to learn in the early years of the program?
Brett Feldman, Navigant Moderator
Brett Feldman

Charles Umberger, Con Edison Charles Umberger
Con Edison
Owen Brady; National Grid Owen Brady
National Grid
Andrew Nih, Southern California Gas Company Andrew Nih
Southern California Gas Company
1:45 pm

Treating the “Death by 1,000 Pilots Syndrome”: A Discussion
The pace of change in the utility ecosystem continues unabated, yet the processes and practices for validating new technologies and business models that will ostensibly help manage this change remain frustratingly stagnated; This phenomenon challenges vendors, who struggle to introduce new technologies in the face of persistent uncertainty, utilities, who are tasked with understanding how new developments will work at scale, and regulators, who must balance the pace of change with grid costs and reliability, alike; This panel will leverage RMI’s recent work on “Pathways for Innovation” that surfaced best practices in utility pilots, and include a strong dose of audience participation to further the industry-wide dialogue on overcoming the “Death by 1,000 Pilots Syndrome”.

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Learning Objectives:

  1. Understand key challenges to introducing innovation in the utility ecosystem.
  2. Take home recommendations for addressing key challenges to innovation.
  3. Learn strategies and best practices in utility pilot design and execution.
Mike Henchen, Rocky Mountain Institute Moderator
Mike Henchen

Rocky Mountain Institute
Matt Carlson, Aquanta Matt Carlson
Roger Gray, CLEAResult Roger Gray
2:20 pm Paul Miles, PECO an Exelon Corporation

Closing Remarks
Paul Miles, PECO an Exelon Corporation

2:30 pm

Ice Cream Social in Sponsor Lounge with Utility Load Management Exchange

Utility Load Management Exchange Activities

The Utility Load Management Exchange (formerly the Advanced Load Control Alliance) mission is to promote load control as a viable option for utility deployments in demand reduction, economic dispatch, and/or T&D reliability through a forum for utility staff members to share information on program design, marketing, vendor management, benefit-costs and technology deployments. Learn more at www.ulme.org

View the detailed ULME Fall 2018 Agenda
Tuesday, November 13, 2018
7:30 - 8:30 am ULME Pre-Meeting Breakfast at PLMA
Join us for a quick meet and greet before the conference gets underway.

Wednesday, November 14, 2018, 3:00 - 5:00 pm and
Thursday, November 15, 2018, 8:00 am - 4:00 pm
(Open to Utility Representatives Only, Registration Required)

Wednesday, November 14

3:00 - 5:00 pm

Utility Load Management Exchange Fall 2018 Meeting

6:00 - 8:00 pm

Utility Load Management Exchange Fall 2018 Meeting Networking Dinner

Thursday, November 15

7:30 - 8:00 am

Breakfast Buffet for ULME

8:00 am - 4:00 pm

Utility Load Management Exchange Fall 2018 Meeting (includes breakfast and lunch)