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 1st of the month will be included in the current month’s update. Items received after the 1st 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.

17th PLMA Award-Winning Load Management Initiatives

Executive Summary of the 17th PLMA Awards Compendium Cover17th PLMA Award-Winning Load Management Initiatives Cover

Executive Summary of the 17th PLMA Awards Compendium.

A Compendium of interviews with the six 17th PLMA Award Winners who were recognized in April 2020 for their uniquely innovative approaches to managing end use energy loads.

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

Thought Leadership 2020

Thought Leadership 2020

This excerpt from PLMA’s 2020 Vol 1 Compendium*, titled “Why is Electricity Pricing So Difficult? Between a Rock and a Smart Meter,” was originally recorded as a Load Management Dialogue in the spring of 2020. It offers a highly engaging discussion among three industry experts who explore the potential and challenges of time-differentiated and dynamic pricing, where the barriers to these approaches lie, and how to design electricity pricing options that customers actually understand, and want.
* PLMA’s 2020 Vol 1 Compendium will be published in November 2020.

CLICK HERE for the Load Management Dialogue recording.

Source: PLMA Thought Leadership Group
Type: Compendium (excerpt)

Thought Leadership 2019

Thought Leadership 2019

Transcripts from 12 selected webcasts and conference sessions produced by PLMA in 2019.

Source: PLMA Thought Leadership Group
Type: Compendium

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

16th PLMA Award-Winning Load Management Initiatives

16th PLMA Award-Winning Load Management Initiatives

Eight transcripts of webcast interviews with the 16th 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

16th Fall Conference Resource Materials

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

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

16th PLMA Fall Conference

November 3-4, 2015
Charlotte, North Carolina

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

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

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

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

8:30 - 10:00 am

Session 1

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


10:30 - 12 noon

Session 2

12 noon - 12:30 pm

Closing Panel Discussion

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

12:30 pm - 1:00 pm

Buffet Lunch Provided with Thermostat Interest Group

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

“Come on in, the water's fine!”

Monday, November 2, 2015 - Thermostat Interest Group Meeting

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

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

12:30 - 1:00 pm

Lunch with Grid Interactive Water Heating Interest Group

1:00 -1:10 pm

Meeting Overview and Introductions

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

1:10 - 2:30 pm

Session 1

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

2:30 - 2:45 pm


2:45 - 5:00 pm

Session 2

Designing Programs For The Future

2:45 – 3:10 pm

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

3:10 – 4:10 pm

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

4:10 - 4:30 pm

Audience Discussion with Panel:  Implication for Future Programs

4:30 – 5:00 pm

Closing Discussion

EE/DR Integration and General Question & Answer Session

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

Breakfast Buffet hosted by IES

8:30 - 8:45 am

Morning Emcee: Ward Eames, NTC Corporate

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

8:45 - 9:00 am

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

9:00 - 9:30 am

Keynote Address

Michael Luhrs, Vice President of Retail Programs, Duke Energy

9:30 - 10:15 am

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

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

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

10:15 - 10:45 am

Refreshment Break in Sponsor Lounge

10:45- 11:15 am

Impact of Smart Home and IoT on Consumer Energy Markets

Stuart Sikes, President, Parks Associates

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

11:15 - 12 noon

Consumer-Owned Utility Roundtable

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

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

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

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

12 noon - 1:00 pm

Lunch Buffet hosted by WeatherBug Home


Afternoon Emcee: Elody Samuelson, Consumers Energy

1:00 - 1:45 pm

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

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

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

1:45 - 2:45 pm

Lessons Being Learned From Bring Your Own Device Programs

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

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

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

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

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

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

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

2:45 - 3:15 pm

Refreshment Break in Sponsor Lounge

3:15 - 4:15 pm

The Three Heads of Duke

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

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

4:15 - 5:00 pm

Sponsor Showcase Lightning Round

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

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

5:00 - 6:30 pm

Networking Reception hosted by Comverge

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

Breakfast Buffet in Sponsor Lounge hosted by TERRALUX

8:30 am - 12 noon

Concurrent Breakout Sessions

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

8:30 -10:00 am

Enabling Automated Metering Infrastructure

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

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

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

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

10:00 - 10:30 am

Refreshment Break in Sponsor Lounge

10:30 -11:00 am

Easing Peak Load Stress During Distribution System Upgrades

Rich Philip, Duke Energy and Mark Kerbel, OpenADR Alliance

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

11:00 am - 12 noon

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

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

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

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

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

8:30 - 9:30 am

New Program Models To Leverage Smarter Data Analyses

Moderator: Wendy Brummer, Pacific Gas & Electric Company

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

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

9:30 -10:00 am

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

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

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

10:00 - 10:30 am

Refreshment Break in Sponsor Lounge

10:30 am - 12 noon

Technology Innovations That Benefit DR

Moderator: Jason Cigarran, Comverge 

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

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

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

12 noon - 1:00 pm

Lunch Buffet hosted by Power Over Time


Afternoon Emcee: Wendy Brummer, Pacific Gas and Electric Company

1:00 - 2:00 pm

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

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

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

2:00 pm

Closing Remarks and Adjourn

Rich Philip, Duke Energy and PLMA Vice Chair

2:00 - 2:30 pm

Ice Cream Social hosted by E Source


  • Archived Presentations (click on Speaker name)

16th PLMA Spring Conference
April 28-29, 2015
Tucson, Arizona

Gain real-world insight from market practitioners, technology firms, and energy utilities/marketers active in the demand response marketplace. About 150 industry professionals are expected to attend, including: energy utility/marketer/regulatory staff, responsible for demand response as well as Industry advisors, including consultants as well as product and service providers.

Tuesday, April 28, 2015

7:30 - 8:30 am Breakfast Buffet in Sponsor Lounge
Morning Emcee: Brian Doyle, Xcel Energy

8:30 - 8:40 am Opening Remarks: Rich Philip, Duke Energy and PLMA Vice Chair

8:40 - 9:00 am Welcoming Remarks: Denise Richerson Smith, Tucson Electric Power

9:00 - 9:30 am Keynote Address
David G. Hutchens, President and CEO, Tucson Electric Power and UNS Energy Corporation

Mr. Hutchens served as a nuclear submarine officer in the U.S. Navy and worked as an engineer before joining TEP in July 1995. He advanced to various management positions and became a Vice President in January 2007 before being named President in December 2011 and Chief Operating Officer in August 2013. He assumed his current role as the company's top executive in May 2014. Mr. Hutchens graduated from the University of Arizona with a bachelor's degree in aerospace engineering and an MBA with an emphasis in finance.

9:30 - 10:30 am Investor-Owned Utility Issues Roundtable
Co-moderators: Rich Philip, Duke Energy with Elody Samuelson, Consumers Energy

Insight on: Renewables Integration; Impacts of EPA ruling 111(d); Impacts of vacation of FERC 745; Impediments to new product offerings; and How to transition to new technologies when you have a large installed base of switches.

  • Paul Miles, PECO, an Exelon Company
  • Sebastien Csapo, Pacific Gas & Electric Company
  • Katie Panek, Westar Energy

10:30 - 11:00 am Refreshment Break

11:00 am - 12 noon Consumer-Owned Utility Issues Roundtable
Co-moderators: Heather Manypenny, New Hampshire Electric Cooperative with Joseph Childs, Eaton

Perspectives on DR from Consumer Owned power utilities. The session will focus on current efforts and what these utilities see as their future direction and vision. The panelists will provide their perspective on the key issues affecting Consumer Owned Utilities and what solutions are required.

  • T.J. Kirk, National Rural Electric Cooperative Association
  • Phil Asbury, Sulphur Springs Valley Electric Cooperative
  • Justin Chamberlain, CPS Energy
  • Josh Rasin, Sacramento Municipal Utility District

12 noon - 1:00 pm Lunch Buffet in Sponsor Lounge Sponsored by Intelligent Energy Solutions LLC (IES)

1:00 Afternoon Emcee: Michael Brown, NV Energy

1:00 - 2:00 pm The 12th PLMA Awards Program
Co-moderators: Brian Solsbee, Tennessee Valley Authority and Ray Pustinger, Alternative Energy Systems Consulting

Each year the PLMA recognizes industry leaders who create innovative ideas, methods, programs and technologies that meet peak load needs, respond to variable generation, manage end use loads and mitigate price risks. This session will feature the award winning initiatives from calendar year 2014 and provide the opportunity to hear from the award winners themselves.

2:00 - 3:00 pm Regional Perspectives on EPA 111(d)
Co-moderators: Leslie Waters, Tucson Electric Power with Bob King, Good Company Associates

As its proposal stands now, compliance with the EPA Clean Power Plan would force most states to develop integrated resource plans and require a new level of flexibility in the operation of electric power grids like we have never seen. This flexibility will allow for the drastic reduction of CO2 levels as required by EPA under Section 111(d) of the Clean Air Act. Moreover, many states will have to increase their commitment to energy efficiency and renewable efforts to help meet the ruling's requirements, and potentially develop new or additional ancillary services, and even energy storage. What will be the role of Demand Response? Can it lower CO2 emissions?

  • Erik Bakken, Tucson Electric Power
  • Kenneth Colburn, The Regulatory Assistance Project
  • Brett Feldman, Navigant Research
  • Mona Tierney-Lloyd, EnerNOC

3:00 - 3:30 pm Refreshment Break Sponsored by Opower

3:30 - 4:30 pm PLMA Snake Pit: What's Better: Direct Control Technology vs. Dynamic Rates vs. Behavior
Snakes: Stuart Schare, Navigant, Jason Cigarran, Comverge and Ward Eames, NTC Corporate

Three contestants each representing unique points of view about the best DR investment will compete in the PLMA Snake Pit in the style of TV's Shark Tank. In the end, the audience will choose who survived the Snakes and will emerge from the Pit and crowned PLMA Snake Pit winner and receive fabulous prizes. Investments in Dynamic Pricing, Direct Control Technology and Behavioral DR will be discussed, questioned and debated. Snake Pit contestants are:

  • Steve Hambric, VP, Strategic Sales and Operations – at Comverge (Direct Control)
  • Nick Payton, Associate Director, Product Marketing & Strategy – Opower (Behavioral)
  • Dan Violette, Managing Director, Energy Practice – Navigant (Dynamic Pricing)

4:30 - 5:15 pm Sponsor Showcase Lightning Round
Co-Moderators: Jenny Roehm, Schneider Electric and Joe O'Malley, Mad Dash

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.

  • Joseph Childs, Eaton's Cooper Power Systems
  • Jason Cigarran, Comverge
  • Brad Davids, Nest Labs
  • Ward Eames, NTC Corporate
  • Carl Huppert, Nexant
  • Justin Louis, Landis+Gyr
  • Charlie Gloeckner, Ecofactor
  • Ed Smith, IES
  • Dave Hyland, Schneider Electric
  • David Olberholzer, Weatherbug

5:15 - 7:00 pm Networking Reception in Sponsor Lounge Sponsored by Comverge

Wednesday, April 29, 2015

Track A — Customer Engagement
Emcee: Ishtiaq Chisti, Southern California Edison


8:30 am - 10:00 am Residential Customer Engagement
Co-moderators: Elody Samuelson, Consumers Energy with Jenny Roehm, Schneider Electric

The landscape of demand response is changing rapidly, providing utilities with new avenues to engage and retain residential customers. Simultaneously, technologies from smart thermostats to advanced usage information blur the lines between demand response and energy efficiency. Join industry thought leaders, emerging technology providers, and evaluators to examine multiple facets of engaging residential customers from research to practical application. The panel members will discuss learnings from current studies and developing trends, including how the internet of things changes the game, and the will wrap up with some practical program application and a robust Q&A

  • DR Trends in a Rapidly-Shifting Landscape, K.C. Boyce, Chartwell
  • Recency Studies: Evaluating the Effect of Air Conditioner Control Events on Participant Comfort, David Ladd, Cadmus
  • How does one target and engage various consumer segments to participate in energy efficiency and demand response programs?, Patty Durand, Smart Grid Consumer Collaborative
  • How the Internet of Things (IoT) will Change the DR and EE Game, Amena Ali, WeatherBug Home
  • Co-Moderator Elody Samuelson, Consumers Energy
  • Co-Moderator Jenny Roehm, Schneider Electric
  • David Ladd, Cadmus
  • KC Boyce, Chartwell
  • Patty Durand, Smart Grid Consumer Collaborative
  • Amena Ali, Weatherbug Home

10:00 - 10:30 am Refreshment Break

10:30 am - 12 noon Small-Medium Business Customer Engagement
Moderator: Melanie Wemple, E Source

  • Identify the unique needs of small-to-mid size C&I consumers and how they affect Demand Response participation, Bob Donaldson, Duke Energy, with Mark Kerbel, REGEN Energy
  • Xcel Energy case study, Jonathan Bach, Xcel Energy

Track B — Market Issues
Emcee: Steve Koep, Vaughn Thermal Corp.

8:30 am - 10:00 am Markets and Technology Panel
Co-moderators: Dave Hyland, Schneider Electric with Joe O'Malley, Mad Dash

  • Valuing Demand Response in Mesh Networks, Lucas Finco, Consolidated Edison Co. of New York
  • Taking the Long View on Automated Demand Response and Financing Permanent Capacity Savings, Dennis Quinn, Joule Assets
  • How OpenADR enhances small-to-mid C&I consumer participation in utility DR programs, Carl Besaw, Southern California Edison
  • Emerging Markets, Andrew Levitt, PJM Interconnection

10:00 - 10:30 am Refreshment Break

10:30 am - 12 noon Pricing Panel
Moderator: Anna Agarwal, The Brattle Group

Dynamic pricing has come a long way over the past decade with implementations ranging from pilots to full scale deployments. The persistence of the impacts; customers' interaction with enabling technologies and the variation of impacts for different demographic segments have been widely discussed topics. In this session, we will hear about the latest on: (i) Multiple impact evaluations of one of the longest-running permanent technology-based critical peak pricing programs in the U.S. Gulf Power Company's EnergySelect program has been in place for 15 years and continues to enroll new customers; (ii) how dynamic pricing affects so-called vulnerable populations (low-income, elderly among others) and how responsiveness to dynamic pricing varies by different demographic segments; and (iii) effectiveness of smart thermostats in boosting TOU program impacts in a study undertaken by SRP and EnergyHub.

  • Integrating Smart Thermostats with Time-of-Use to Improve Peak Reduction, Hilen Cruz, Salt River Project, with Matt Johnson, EnergyHub
  • Tying Differences in Peak Demand Behavior to Differences in Residential Customers: A Review across Multiple Utility Dynamic Pricing Pilots, Liesel Hans, Lawrence Berkeley National Laboratory (Presentation not published at presenter's request.  Please contact Liesel Hans directly for more information. Background information and other synthesizing reports on the studies that generated the data used in Liesel's analyses/presentation may be found on the following website:
    Estimating Demand Impacts of Gulf Power's EnergySelect CPP Program, Steven Braithwait, Christensen Associates
  • Moderator Anna Agarwal, The Brattle Group
  • Matt Johnson, EnergyHub
  • Steven Braithwait, PhD, Christensen Associates
  • Hilen Cruz, Salt River Project
  • Liesel Hans, PhD, Lawrence Berkeley National Lab

12 noon - 1:00 pm Lunch Buffet in Sponsor Lounge
Afternoon Emcee: Wendy Brummer, Pacific Gas & Electric Company

1:00 - 2:00 pm Integrating Demand Response and Peak Load Management with Microgrids and Integrated DSM
Co-Moderators: Paul Miles, PECO with Ward Eames, NTC Corporate

Alienation, Bifurcation, Compensation – Oh My! Where is California Headed?
Mark S. Martinez, Southern California Edison
In 2013, the California PUC issued a new road map for the electric utilities' retail demand response programs, a path that was designed to enhance the role of demand response in meeting California's resource planning needs and operational requirements and integrate into the California wholesale market. This effort will involve “bifurcating” programs into “supply side” and “load modifying”, identifying what type of value and compensation will be assigned to the different programs, what is the role of the electric utilities and what goals shall they have, and how will demand response be coordinated and transitioned into the smart grid future of California? Where do we go from here, and who will lead the charge? This presentation will look at how California regulators and stakeholders continue to struggle with the role of demand response as the lowest cost solution for local grid reliability, customer bill savings, and GHG mitigation. Philip Barton, Microgrid and Reliability Program Director, Schneider Electric

Microgrid Projects Can Make Great Candidates for Peak Load Management
Philip Barton, Schneider Electric
Many microgrid control systems are supersets of elegant demand side management systems. Since grid tied microgrids usually involve the ability to "island" or separate from the grid, inevitably a microgrid operator or automatic microgrid control system is designed to operate with a scarcity of distributed energy resources (DER). This requirement is driven by load variability, but also due to generation variability. Most projects require a dynamic load/source control system which is critical to preserve system stability in island mode. With "campus" microgrid control system assets configured around the DER and downstream of the meter, more complex DR/VPP use cases can be stacked on top of the storm hardening, resiliency or other savings based use cases that drove the microgrid business model. More use cases increase the ROI and make for better projects.

2:00 pm Closing Remarks: 3,000 Megawatts and Counting
Rich Philip and Bob Donaldson, Duke Energy

Reflections on growing and transforming one of the nation's largest DR portfolios and preview of the PLMA 16th Fall Conference in Charlotte, North Carolina, hosted by Duke Energy.

2:30 pm Adjourn

2:30 - 3:00 pm Ice Cream Social in Sponsor Lounge


REGISTRATION:  16th PLMA Fall Conference, November 3-4, 2015, Charlotte, North Carolina  



2015 PLMA Member Resources Directory

December 2015

FERC Staff Issue Assessment of Demand Response and Advanced Metering Report

The Federal Energy Regulatory Commission (FERC) staff has released its 10th annual report on demand response and advanced metering as required by Section 1252(e)(3) of Energy Policy Act of 2005(EPAct 2005). It is based on publicly-available information and discussions with market participants and industry experts. In it's summary based on the information reviewed, FERC says it appears that:

  • Deployment of advanced meters continues to increase throughout the country. According to the Energy Information Administration (EIA), an additional 8.7 million advanced meters were installed and operational between 2012 and 2013, resulting in advanced meters representing almost 38 percent of all meters in the United States
  • States and various federal agencies continue to undertake significant activities to promote demand response;
  • Supported by new policy efforts at the retail level, demand response in conjunction with other established and developing resources and technologies is facilitating innovative grid architectures and system operations; and,
  • While demand response barriers continue to be addressed, there is jurisdictional uncertainty associated with the Supreme Court’s review of Electric Power Supply Association v. FERC.

Read and download the full text of the 2015 Report: CLICK HERE

Source: FERC
Type: Industry Report

November 2015

16th PLMA Fall Conference, Charlotte, North Carolina

16th PLMA Fall Conference, Charlotte, North Carolina

Real-world insight from practitioners and energy utilities active in the demand response marketplace. Over 150 demand response industry professionals attended from energy utilities and government agencies as well as industry allies, including consultants, manufacturers, and service providers.

Source: PLMA
Type: Conference Proceedings with Photo gallery

October 2015

The Future of Demand Response: The Practitioner's View

The Future of Demand Response: The Practitioner's View

Until recently, demand response was mostly considered a stopgap measure to be used during a peak load event. Recently, however, utilities are beginning to see demand response as a tool to be used in system planning and operations, especially when it comes to integrating renewable energy. Peak Load Management Alliance (PLMA) Board Chairman Paul Tyno with Buffalo Energy Advisors, PLMA Board Vice Chairman Rich Philip with Duke Energy, and Extensible Energy President and CEO John Powers participated in a PLMA Demand Response Dialogue in early August. They discussed demand response's move into the mainstream and how utilities are incorporating demand response into their operating and business processes.

Source: Electric Light & Power
Type: Magazine article

July 2015

Demand Response Moves to the Mainstream

Demand Response Moves to the Mainstream

The idea of energy efficiency and demand reduction as a "fifth fuel" after coal, natural gas, nuclear and renewables is nothing new, but, despite that, efficiency and curtailment measures are typically incorporated into an energy plan as an afterthought or as a response to regulatory pressure. One such measure, demand response, or DR, has historically been a second-string player, only deployed when there's an emergency. And despite DR's contributions to maintaining grid stability, averting blackouts and brownouts, and reducing the impact of extreme summer and winter weather events, the industry has been slow to adopt it as a meaningful solution to managing the electric grid. We believe this slow adoption is about to change. Within the next five years, we see the role of DR shifting from that of understudy to key player. 2015 will be a transformative year for DR — one in which DR heads out of the shadows of emergency management and into its own as a legitimate market force.

Source: Energy Biz
Type: Magazine article
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