PLMA Resources Directory | The Voice of Load Management Professionals

Welcome to PLMA's Resource Directory. This robust directory features links to numerous white papers, webinar recordings, conference presentations and reports written, presented and published by the top thought leaders and experts in the energy industry. This dynamic resource is fully accessible to all PLMA members. Although some content requires members to be logged in prior to viewing. A limited amount of content is available to non-members and PLMA allies.


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If you would like to submit an item to include on the Resource Directory, email it, along with a short description, to [email protected]. Items (if approved for inclusion) received by the 10th of the month will be included in the current month’s update. Items received after the 10th will be included in the next month’s update.

Featured Resources 

PLMA Load Management Encyclopedia

The goal of this wiki initiative is to promote knowledge sharing among energy industry load management practitioners and allies in these three areas: Common Industry Terms as Defined on Wikipedia; Evolution of Demand Response in the U.S. Electricity Industry; and Load Management Acronyms & Glossary.  PLMA facilitates this wiki initiative as a member service, but use is not restricted to PLMA member organization staff.  

Future of Distributed Energy Resources

Future of DER

Details 8 industry initiatives where leading utilities are partnering with their customers and allies to demonstrate the path to a more integrated approach to distributed energy resources.

Source: PLMA Thought Leadership and DER Integration Groups
Type: Compendium

Thought Leadership 2018

Thought Leadership 2018

Transcripts from 8 selected webcasts and conference sessions produced by PLMA in 2018.

Source: PLMA Thought Leadership Group
Type: Compendium

15th PLMA Award-Winning Load Management Initiatives

15th PLMA Award-Winning Load Management Initiatives

Six transcripts of webcast interviews with the 15th PLMA Award winners for best demand response and other load management programs, initiatives and achievements.

Source: PLMA Thought Leadership and Award Planning Groups
Type: Compendium

Non-Wires Alternatives: Insights from the Nation's Leading NWA Projects


This webinar helps you understand the basics and push for non-wires-alternatives projects based on stories real practitioners. Hear directly from the SEPA-PLMA project team and key NWA project representatives about results from the industry-wide call for NWA project case studies including compelling lessons learned, and challenges and opportunities that lie ahead. You’ll get the breakdown of what we learned from 10 leading NWA projects representing different project sizes, geographies, and grid challenges.
Click here to view the report.

Source: A joint E4TheFuture, SEPA & PLMA Webinar
Type: Webinar Recording and Report

2018 Utility Demand Response Market Snapshot

2018 Utility Demand Response Market Snapshot

While the energy industry seems focused on energy storage as a critical solution to many of the challenges of integrating renewables on the grid, a new industry report documents the growth of demand response (DR) as an increasingly valuable and flexible resource.

Source: Smart Electric Power Alliance (SEPA), Navigant Consulting, Inc. and PLMA
Type: Report

Future of Utility “Bring Your Own Thermostat” Programs

Future of Utility “Bring Your Own Thermostat” Programs

This thought leadership publication is a compendium of eight energy utility, manufacturer, and solution provider viewpoints.

Source: PLMA Thermostat Interest Group
Type: Compendium

Evolution of Demand Response

Evolution of Demand Response

As PLMA refined and coordinated materials for the Demand Response Training Series, Michael Brown, NV Energy and Chair of the PLMA Education Committee, together with the Education Committee and PLMA Training Partners realized there was not a singular, agreed upon definition of Demand Response and the stages of its evolution (DR 1.0, 2.0, and 3.0) to help new and transitioning professionals, regulators, and lawmakers understand the growth and trends of the industry, so they set out to develop a harmonized, consistent definition, followed by a public comment period.

Source: PLMA Thermostat Interest Group
Type: White paper

Hidden Battery Report

Hidden Battery Report

The nation’s 50 million residential electric water heaters collectively represent a significant – and vastly underutilized – energy storage resource capable of leveraging substantial environmental and cost benefits according to new research commissioned by the National Rural Electric Cooperative Association (NRECA), the Natural Resources Defense Council (NRDC), the Peak Load Management Alliance (PLMA) and Great River Energy (GRE).

Source: The Brattle Group
Type: Report

PLMA Resources Directory

October 2018

Working Together! A Joint Connected Devices/DER Integration Interest Group DiscussionPLMA

This Web discussion will bring together a panel of experts to share their experiences and best practices in selecting the right vendor and solution for a Distributed Energy Resource Management System DERMS. The growth and adoption of distributed energy resources (DER), renewables, microgrids, and other local energy resources is accelerating at an unprecedented rate. Energy companies are looking for more effective software solutions to help them manage this growth and to operate the grid to better take advantage of these devices. However, the software landscape is in flux with a myriad of solutions that each seem to have a differing view as to what really makes up a distributed energy resource management system (DERMS). You can shift the

odds to your favor by adopting leading practices for software selection and laying a solid foundation for the selection through proper selection preparation.

Source: Interest Group Discussion with Justin Chamberlain, CPS Energy; Poorima Eber, National Grid; Rich Barone, Hawaiian Electric; John Powers, Extensible Energy; and Matt Carlson, Aquanta
Type: Webinar Recording


Women in Demand Management Group Discussion on DSM FinanceWomen DSM Finance

Features a conversation about DSM finance with economist Erin Boyd, PhD (Senior VP, Apparent; formerly of PG&E) and rate advisor Allison Hamilton, MBA (Senior Principal, NRECA; formerly of Pepco). Hear about challenges and opportunities facing DSM today from the finance perspective. Get the inside scoop on two fascinating careers. Bolster your knowledge and understanding of how the finance side of DSM works.

Source: Interest Group Discussion with Erin Boyd, Apparent; Allison Hamilton, NRECA and Lenore Zeuthen, Zeuthen Management Solutions
Type: Webinar Recording


Integrated Demand-Side Management – The Next FrontierAESP PLMA

In response to rapid changes to grid conditions and policy mandates, utilities and implementers are beginning to embrace far broader applications of energy efficiency and demand response programs. This embrace is necessitating taking a more integrated approach to how these programs are designed and delivered according to the marketplace conditions that we face today. According to the Lawrence Berkeley National Lab, integrated demand-side management (IDSM) is a strategic approach that helps in designing and delivering a portfolio of demand side management (DSM) programs to customers. While DSM programs have been in place for many years, the IDSM concept is only now beginning to pick up steam and is receiving a significant amount of attention.

Source: Webinar hosted by AESP and PLMA featuring Mary Ann Piette, Lawrence Berkeley National Lab; Shira Horowitz, Con Edison; Michael Goldman, Eversource; and Richard Aslin, Pacific Gas & Electric
Type: Webinar Recording



September 2018

The Future of Distributed Energy ResourcesPLMA

This roundtable of demand response practitioners from EEI member utilities will explore how the current Demand Response, Energy Efficiency, and Renewable Energy activities of utilities fit in a Distributed Energy Resources (DER) future of integrated DSM, non-wires alternatives, storage and more? This discussion will offer diverse practitioner perspectives on how Distributed Energy Resources, as an umbrella term, is evolving from: DER 1.0 for Peak Load Emergencies; DER 2.0 for Market/System Economics; DER 3.0 for Operational Management.

Source: Presentation at EEI Strategic Issues Roundtable with Paul Miles, PECO; Eduardo Guerra, Consolidated Edison; Ed Thomas, PLMA
Type: Presentation

Distributed Energy Resource Management System Software SelectionDER Management Systems

This Web discussion will bring together a panel of experts to share their experiences and best practices in selecting the right vendor and solution for a Distributed Energy Resource Management System DERMS. The growth and adoption of distributed energy resources (DER), renewables, microgrids, and other local energy resources is accelerating at an unprecedented rate. Energy companies are looking for more effective software solutions to help them manage this growth and to operate the grid to better take advantage of these devices. However, the software landscape is in flux with a myriad of solutions that each seem to have a differing view as to what really makes up a distributed energy resource management system (DERMS). You can shift the odds to your favor by adopting leading practices for software selection and laying a solid foundation for the selection through proper selection preparation.

Source: PLMA Interest Group Discussion with Rich Barone, Hawaiian Electric; Jim Musilek, North Carolina EMC; Derek Kirchner, DTE Energy; Lee Hall, Bonneville Power Administration; Paul Wassink, National Grid and Jon Brown, Skipping Stone
Type: Webinar Recording

Distributed Energy Resource Integration Challenges
DER Integration

This online discussion will explore how 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 discussion will start with a framing discussion by Kelsey Horowitz of NREL, whose recent work includes development of a cost/benefit framework for PV integration into utility distribution systems. That introduction will be followed by perspectives from Interest Group participants who will identify some of the challenges, opportunities and forward-looking concepts on DER technology, communications and control, and customer engagement.

Source: Interest Group Discussion with Kelsey Horowitz, NREL; Rich Barone, Hawaiian Electric; John Power, Extensible Energy; and Matt Carlson, Aquanta
Type: Webinar Recording

International Interest Group UpdateIntenrational interest

This webinar features Ross Malme, Skipping Stone Partner and Scott Coe, Principal at GridOptimize for an online discussion with Camila Schoti head of Regulatory and Government Affairs at Eneva and Director of the Energy Division at the Federation of Industries of the State of Sao Paulo for a lively conversation on the launch of the demand response market in Brazil. Camila will discuss the structure of the wholesale and retail electricity markets in Brazil, the drivers behind the launch of the DR market and plans for industrial customer participation in the market.

Source: Interest group update featuring Scott Coe, GridOptimize; Ross Malme, Skipping Stone; and Camila Schoti, Eneva
Type: Webinar Recording


August 2018

Reinventing Demand Response with DERsSEPA

Over the past few decades, the term “demand response” has typically represented older, more traditional forms of load reduction programs. As more renewable and distributed energy resources continue to come online, there is a growing need to balance supply and demand on the grid to support grid stability and reliability. Key players in the industry are exploring the ability of demand response to respond to fluctuations and over-generation along the grid. This webinar will highlight key insights from the 2018 Demand Response Market Snapshot, dive deeper into Arizona Public Services’ reverse demand response efforts, highlight research on DR renewable integration from Navigant, and explore the potential expanding role of DR in the ISO/RTO markets.

Source: Smart Electric Power Alliance (SEPA)
Type: Webinar Recording

ComEd's Peak Time Savings ProgramComEd LM Dialogue Cover

ComEd's Peak Time Savings (PTS) is an opt-in behavioral DR program offered to residential customers with smart meters. PTS, which has been operational for three summers since 2015, is a first-of-its-kind program to be offered in the Midwest, paying participants for voluntarily reducing consumption during summer Peak Time Savings Hours when electricity demand is typically high. PTS enrollment began in the fall of 2014 with approximately 20,000 customers enrolling in the first 90 days, resulting in one of the most successful program launches in ComEd's history. Since then, enrollment has risen to upwards of 230,000 customers, with more than 250,000 expected to participate in the summer of 2018. Not only is the program cost-effective, but market research has also confirmed significant customer satisfaction.

Source: PLMA Load Management Dialogue with Brian Kirchman, ComEd; Alan Mellovitz, Accenture; and Dain Nestel, ecobee
Type: Webinar Recording


July 2018

Practitioner Perspectives on Key AMI IssuesAMI Cover - Michael Brown Presentation

PLMA Chair, Michael Brown, represented PLMA at an AMI Roundtable in June in Colombia. This presentation highlights AMI policy goals from various stakeholder perspectives. The Colombia Energy Regulatory Commission (CREG) was tasked in January of 2018 to develop AMI regulations for release in January of 2019.

Source: AMI Roundtable - Bogotá, Colombia - Ministerio de Minas y Energiá, GOC Working Group for Integration of Variable Renewable Energy, USAID, USEA, NREL
Type: PowerPoint Presentation

Nest's Solar Eclipse Rush Hour Rewards ProgramNests LM Dialogue Cover

Nest achieved unprecedented consumer engagement in its Rush Hour Rewards program during the solar eclipse on August 21, 2017 by recruiting 750,000 Nest devices to shift 700 MW of cumulative demand. During the eclipse, many grid operators predicted that solar energy production would be reduced by as much as 9,000 MW. Nest launched a wide-reaching marketing campaign to recruit customers to reduce their cooling energy use during the eclipse by opting into a special Rush Hour Rewards event with just one click on their Nest Learning Thermostat. The number of customers who participated is unparalleled in any other demand response program to date. The success of this campaign demonstrates that consumer-friendly, multi-channel marketing campaigns coupled with a simplified one-click opt-in experience can drive consumer engagement significantly to manage energy load.

Source: PLMA Load Management Dialogue with Aaron Berndt, Google and Nicholas Corsetti, National Grid and PLMA Award Planning Group Chair
Type: Webinar Recording

The Grid-Connected HomePLMA logo

This webinar examines how connected devices with two-way communications enable a resident's home to no longer be viewed as a passive load, but as a collection of grid-interactive assets that can be orchestrated to improve grid operations and customer engagement. Beyond home appliances, the webinar also delves into the drivers behind the rapidly growing residential solar-plus-storage market. Q1 2018 sees almost as much residential storage deployed as in all of 2017

Source: Joint webinar with Green Tech Media and PLMA featuring Fei Wang, Grid Edge; Brett Simon, Energy Storage; Olivia Patterson, Opinion Dynamics and Connected Devices Group Co-chair; and Justin Chamberlain, CPS Energy and Connected Devices Group Co-chair
Type: Webinar Recording


June 2018

Gulf Power's Energy Select ProgramAustin Energy DR Dialogue

Learn why Gulf Power’s Energy Select Program was a 15th PLMA Award Winner as a Program Pacesetter. As the first fully-automated price-based demand response program, Energy Select was designed to reduce generation needs, better use existing capacity, and enhance customer satisfaction. The Energy Select rate features four tiers that better reflect the cost of producing electricity during those periods, and customers pre-program central cooling and heating systems, electric water heaters and pool pumps to respond automatically to the different prices. As many utilities have struggled to successfully implement price-based DR programs, this “set it and forget it” approach enables easy customer participation. Over the years, the program's enabling technology has evolved to meet the changing needs of Gulf Power and its customers. The program initially used one-way paging for communication into the home and customers had to program the devices through the thermostat. Gulf Power deserves recognition for being a pioneer in price-based demand response as well as for its commitment to innovation that has significantly increased the value of the Energy Select program for the utility and its customers.

Source: PLMA DR Dialogue featuring David Eggart and Tommy Gardner, Gulf Power and Jason Cigarran, Itron and PLMA's Thought Leadership Co-Chair
Type: Webinar Recording

The Future of DER: Energizing the Smart HomePLMA logo

This webcast co-hosted by PLMA and Parks Associates analyzes consumer adoption of DER (distributed energy resources), including solar, EVs, and smart home solutions, as well as strategies to integrate these solutions into energy services in order to provide cost savings and better shape the household load. Currently 26% of U.S. broadband households own a DER product or an electric vehicle, with adoption at 41% among heads of household ages 18-24. The popularity of these solutions among younger households indicate their adoption and usage will continue to increase as these consumers age and as younger generations move into their own households. Utilities see multiple challenges associated with the increased adoption of DER solutions, including capacity constraints and grid and power reliability. Utility executives have signaled the need to invest in grid intelligence to manage DER solutions to secure the grid from cyberattacks

Source: Joint webinar with Parks Associates and PLMA featuring Rich Barone, Hawaiian Electric Company; Michael Brown, Berkshire Hathaway NV Energy and PLMA Board Chair; Tony Koch, Bonneville Power Administration; John Powers, Extensible Energy; Tom Kerber, Parks Associates
Type: Webinar Recording

Jennifer Potter's Award-Winning InitiativesJennifer Potter DR Dialogue

Learn why Jennifer Potter was a 15th PLMA Award Winner for Thought Leader. Jennifer's utility and research experience cover transmission and distribution grid operations, conventional and renewable sources, distributed energy resources (DER), integration of demand-side resources, time-based pricing and demand response (DR). Her economic research includes cutting-edge work on market potential and economic analysis research on demand response, time-based pricing, DERs, and energy efficiency. She has provided technical assistance to state policymakers, on the behalf of the Department of Energy, to Hawaii, California, Michigan, New York, Massachusetts, and Oregon. She has published a number of reports, including as a lead author of the California Demand Response Potential Study for the CPUC, over the last year that has been recognized as significant contributions to the industry. Her published work and reputation have been leveraged for a number of webinars and conference appearances, as well as presentations to state policymakers around frameworks and considerations for demand response and integrated demand-side management.

Source: PLMA DR Dialogue featuring Jennifer Potter, Hawaii Natural Energy Institute, and Danielle Sass Byrnett, NARUC
Type: Webinar Recording

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