Resources Directory | PLMA 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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ADD A RESOURCE

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.


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

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

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 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

PLMA SEPA E4Future

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

September 2020   


PLMA's DER Integration Interest Group: Evolving Forward!

DER Hot Topic September

Over the past few years, PLMA's DER Integration Interest Group has succeeded in integrating DER into every aspect of PLMA's work, from the current Strategic Plan to daily programming. Having achieved its mission within PLMA, the DER Interest Group is ready to review its accomplishments and lessons learned, and engage member practitioners in a discussion of new Interest Group opportunities ahead.

Source: PLMA DER Integration Interest Group
Type: Webinar 

 

Capturing Value from Electric Water Heaters as a Non-Invasive Demand Response Resource

Guidehouse Report

Guidehouse Insights published a Armada commissioned white paper in September titled "Capturing Value from Electric Water Heaters as a Non-Invasive Demand Response Resource." The paper includes an overview of the North American demand response landscape, a look at water heaters as a load curtailment tool, and Guidehouse's own conclusions and recommendations for those interested in such a program.

Source: White paper from Guidehouse Insights 
Type: White Paper

 

August 2020   


A Community Choice Aggregator's Innovative Behind-the-Meter Storage Program

DER Hot Topic

PLMA and its DER Integration Interest Group host a HOT TOPIC Conversation with Marin Clean Energy (MCE) about its innovative behind-the-meter storage program. This scalable program provides resilience for its customers, enhances decarbonization, and makes local grid management possible through load shaping and shifting. As California’s first and leading community choice aggregator, MCE will detail its vision for energy transformation, and the program’s features, which include:

  • Priority support for low-income and other vulnerable populations
  • Technology flexibility and scalability
  • Reduced up-front customer costs through a novel incentive structure
  • Use cases that include, leveraging battery charging to shift load, and increasing customer resiliency by pre-charging batteries before outages.

Source: PLMA DER Integration Interest Group
Type: Webinar 

 

City of New York Department of Citywide Administrative Services for Building Operator Engagement

City of NY

The City of New York Department of Citywide Administrative Services (DCAS), through its Division of Energy Management, had the vision to expand an initial electricity-only Demand Response program that encompasses 470 facilities across 30 city agencies and institutions. It's the single largest contributor to grid relief in the New York Independent System Operator NYC Zone J territory. In addition to Demand Response, DCAS's work expanded to include Real-Time Metering (RTM) and Load Management programs. The RTM program has deployed near-real time metering for electricity use across 500 facilities, monitoring 55% of municipal peak load. The program now also includes monitoring of gas and steam usage. To help drive these programs, DCAS partnered with NuEnergen to develop data visualization tools, offer mobile access, and provide training opportunities. DCAS has also created a dedicated, in-house team with engineering and analytical expertise, undertaken proactive relationship management with facility operators, launched hands-on, peer-driven learning environments in partnership with the City University of New York's Building Performance Lab, and offered staff recognition of outstanding efforts.

Source: PLMA Awards Group featuring Sergey Shabalin, Martin Nolan, and Elizabeth Taveras, DCAS; and Laurie Duhan, BGE
Type: Webinar  

 

Burning Topics in Customer Engagement

DER Hot Topic

PLMA's Customer Engagement Interest Group invites you to join an interactive conversation about today's most important and impactful DR issues. This session will be an unscripted question and answer discussion in which we'll share experiences, successes, and lessons learned across a spectrum of customer engagement programs. Please bring a story or an example with you to discuss with the group co-chairs and your fellow PLMA member practitioners.

Source: PLMA Customer Engagement Interest Group
Type: Webinar 

 

Lessons in DER Integration from Australia

Lessons in DR

Join PLMA's Global Load Management Group and Lance Hoch of Australia's Oakley Greenwood utility for an opportunity to learn about DER in Australia -- a market with many similarities to the U.S. and a significant level of DER integration. This will be a recorded Load Management Dialogue followed by a live Q&A.

Source: PLMA Awards Group Lance Hoch, Oakley Greenwood Utility, and PLMA's Global Load Management Group Co-chairs
Type: Webinar  

 

 

National Guidance on Benefit-Cost Analysis of Distributed Energy Resources

NSEP Cover

The comprehensive National Standard Practice Manual for Benefit-Cost Analysis of Distributed Energy Resources (NSPM for DERs) is now available to help guide benefit-cost analyses (BCAs) of distributed energy resources. The manual serves as an objective, technology-neutral and economically sound guidance document for regulators, utilities, consumer advocates, DER proponents, state energy offices, and other stakeholders interested in comprehensively assessing the impacts of DER investments.

BCAs involve a systematic approach to assess the cost-effectiveness of investments by consistently comparing the benefits and costs of DER types with each other and with alternative energy resources. The new NSPM includes information on BCAs of single and multiple DER types, and provides use-case examples for different combinations and DER applications.

CLICK HERE to read the full press release.
CLICK HERE to read a summary of the report.
CLICK HERE to read the full report.

Source: Research report from the National Energy Screening Project and E4TheFuture
Type: Research Report 

 

July 2020   


Utility Programs for Families in COVID-19 Quarantine

Hot Topic 2

PLMA's second HOT TOPIC conversation hosted by PLMA's Customer Engagement Interest Group. Our guest facilitators will lead an online conversation that explores utility programs that will help families in COVID-19 quarantine who are trying to manage utility bills while working from home and also trying to educate and entertain children. What's your perspective? How can utilities most effective serve their residential customers in these unprecedented circumstances? Come and participate, learn, or just listen. You'll gather key insights and ideas from fellow load management practitioners from across the PLMA membership.

Keep the conversation going in the Global Load Management Conversation Circle

Source: PLMA Customer Engagement Interest Group
Type: Webinar    

Austin Energy for Austin SHINES Project

Austin Shines

The Austin SHINES project (Sustainable and Holistic Integration of Energy Storage and Solar PV) pilots the integration of utility-scale, commercial, and residential resources on the distribution grid and under the holistic coordination of a DERMS platform (Distributed Energy Resource Management System). The DERMS was provided and developed with the utility’s project partner, Doosan GridTech, and performs as a tool enabling varied and stacked asset management use cases. In addition to controlling fielded assets, of solar PV and battery energy storage, at both utility and aggregated customer sites, the software helps model different mixes and configurations of assets to determine the best value proposition against cases of holistic controls, autonomous and no controls of DERs (Distributed Energy Resources). Hands-on deployment, in combination with modeling, has offered a rich field from which to gather a better understanding of the opportunities, challenges, and realities of DER integration that pioneers a new gridscape. The methodology for management was documented as a replicable and configurable technique to serve other utilities, across multiple jurisdictions.

Source: PLMA Awards Group featuring Anna Popp, Austin Energy; and Laurie Duhan, BGE
Type: Webinar  

CPS Energy for Public Engagement

CPS Webinar

Recognizing the need to protect their customers from potential increase in energy costs resulting from projected peak load demands and megawatt availability in the ERCOT market, CPS Energy’s leadership challenged the Demand Response (DR) team to grow the company’s DR program for summer 2019 by 28 megawatts. The team created a plan to grow through behavioral DR, wifi thermostats, and both commercial and public customer engagement. Multiple new program options were created or expanded, including DR Coaching for commercial customers and an expanded behavioral DR program to 300,000 residential customers. To achieve this goal, a public engagement campaign engaging a local news station was created. The plan focused on adding an energy peak awareness message as part of the weather segment of the newscast. When a DR event was anticipated, the weather reporter would encourage viewers to lower energy usage throughout the day. At the end of the day, a follow up thank you message was announced during the nightly newscast. Through this effort of directly engaging the customer, CPS Energy exceeded the goal by adding over 40 MWs of DR to the portfolio. To promote friendly competition, customers in the program were able to see their kwh reduction versus their neighbors and where they ranked in energy savings.

Source: PLMA Awards Group featuring Justin Chamberlain, CPS Energy; and Michael Smith, National Grid
Type: Webinar  

New PLMA Mentoring Program for All

Hot Topic 2

Hosted by the Women in Demand Management Interest Group, this PLMA HOT TOPIC Conversation will present the pilot launch of a newly developed mentoring program for PLMA member practitioners. A mentoring pilot will get underway this Fall, with an initial report-out at the 42nd PLMA Conference in November 2020, and a full program roll-out in early 2021.

This new PLMA mentoring program has two objectives: 1) To provide a vehicle for professional growth and skill-building among all PLMA member practitioners; 2) To create new opportunities to build relationships among PLMA member practitioners; both men and women, at all different career stages.

Source: PLMA Women in Demand Management Interest Group
Type: Webinar   

Dialing up TOU Rates on the Radio

TOU Hot Topic

Please join us for a HOT TOPICS Conversation about the California Energy Commission's (CEC) approach to revolutionizing the way customers and technology providers have access to time-varying rates. With special guest, Dr. Karen Herter from the Efficiency Division at the CEC, we'll talk about how the CEC is building a framework for grid flexibility through the convergence of new and existing technologies, and we'll discuss how this came about, the resulting policy implications, and the ways in which other utilities, states, and stakeholders can leverage this opportunity.

Come and participate, learn, or just listen. You’ll gather key insights and ideas from fellow load management practitioners from across the PLMA membership.

Source: PLMA Connected Devices Interest Group
Type: Webinar 

 

June 2020   

Global Supply Chain Impacts to Grid Modernization in the Age of COVID-19

Hot Topic

PLMA’s first MEMBERS ONLY HOT TOPIC conversation was June 11th, hosted by PLMA’s Global Load Management Interest Group. Our special guest facilitators will lead a conversation with staff of PLMA member organizations that explores how utilities and their hardware suppliers are adapting grid modernization plans and programs as the global supply chain faces disruptions due to COVID-19 as well as a new Executive Order that halts installation of some bulk-power system equipment. What’s your perspective? What are you most concerned about? How is your business changing to accommodate this new world order? Come and participate, learn, or just listen. You’ll gather key insights and ideas from fellow load management practitioners across the PLMA membership.  Keep the conversation going in the Global Load Management Conversation Circle

Source: Webinar featuring the Global Load Management Interest Group
Type: Webinar   

 

COVID-19 Impacts on Utility Loads and Implications for Load Management Programs

Covid

Gain key insights from the results of a PLMA survey conducted in partnership with Guidehouse to assess COVID-19 impacts on load management programs, especially for the upcoming summer months. The purpose of this survey was to collect information and disseminate insights on how utilities are adapting to changes/challenges from the COVID-19 crisis in terms of managing their Demand Response resources and how load management programs are being modified to adapt to the changes.

Read the PLMA/Guidehouse COVID-19 Survey Summary Results and Analysis at
CLICK HERE and plan to join PLMA for a dialogue about the implications for load management practitioners.

Source: Webinar featuring Brett Feldman and Debyani Ghosh, Guidehouse, with Rich Philip, PLMA
Type: Webinar   

 

Connected Energy (UK) Ltd for Battery Recycling in Belgium

Connected Energy

Connected Energy (UK) Ltd.’s system installed at the Umicore industrial site in Belgium reuses Renault Kangoo batteries which previously powered 48 vehicles in France. The system provides a frequency response service to Elia, the Belgium system operator, to help it balance electricity supply and demand for network stability. It is the first time 'second-life’ batteries have been used at an industrial scale in this way in the country. The batteries have a combined energy storage capacity of 720 kWh and can deliver 1.2 MW in power. With solution project partner ENGIE, the battery is optimised in real-time as part of a synchronized asset stack providing revenue generation and power quality management for global materials technology and recycling group Umicore who also recycle EV batteries. The installation will give the company insight into the process of wear in the batteries, which can help to build better batteries.

Source: Webinar featuring Mark Bailey, Connected Energy (UK) and Michael Smith, National Grid
Type: Webinar  

 

Retail Automated Transactive Energy System (RATES) Report

Rates Report

This is the final report from a California Energy Commission funded project to develop and pilot-test a standards-based Retail Automated Transactive Energy System (RATES), and behind the meter energy management solution. The purpose was to minimize the cost and complexity of customer participation in energy efficiency programs, maximize the potential of small loads to improve system load factor, shave peaks, integrate renewable generation, and provide low opportunity-cost resources to the grid. This project was conducted with Southern California Edison to facilitate customer participation and expand Demand Response Participation in the area served the Moorpark substation.

CLICK HERE to view the final report.

Source: California Energy Commission
Type: Report 

 

May 2020  

National Grid and EnergyHub for National Grid ConnectedSolutions

NGrid Energy Hub

National Grid’s ConnectedSolutions program is the nation’s first pay-for-performance-based Bring-Your-Own-Battery Demand Response (DR) program. The program has shown how to cost-effectively incentivize customers to purchase batteries and allow the utility to discharge those batteries to reduce peaks on the grid. The program provides residential, commercial, and industrial battery owners across Massachusetts and Rhode Island with incentives from $200-400/kW-performed per year in exchange for providing battery capacity to support a more sustainable and efficient grid. The program embraces consumer choice by enabling participation with battery integrators from Tesla, Sunrun, Generac, SolarEdge, and Sonnen through an integration with a single Distributed Energy Resource Management System (DERMS) platform provided by EnergyHub. With the goal of enrolling 17 MW of load relief by the end of 2021, the program is on track to provide more than $15,000,000 per year in system benefits, which will reduce costs for all customers. This program started as a National Grid program, but it has been so successful that it has since been adopted by Eversource and Unitil. These utilities work together to offer one consistent program for customers.

Source: Webinar featuring Paul Wassink, National Grid; Chris Ashley, EnergyHub; and Brett Feldman, Guidehouse Insights
Type: Webinar    

Why Is Electricity Pricing So Difficult? Between a Rock and a Smart Meter

Electricity Pricing

For decades, there has been the promise of time-differentiated and dynamic pricing for electricity consumers, yet we are still far from reaching that elusive goal. This disconnect between price signals and marginal costs has complicated efforts to modulate system peaks and fill the duck curve’s belly. At the same time, customers do not tend to desire more complex rates, being comfortable with their traditional flat rate despite the fact they don’t know what a kilowatt hour is. But now, with smart meters and technologies to help customers manage energy use like never before, how can we greatly boost pricing success in the decade to come? Hear two energy experts discuss how some utilities are succeeding with TOU, Demand, and even dynamic pricing, where the barriers are today, and how to design pricing options that customers actually understand and want.

Source: Webinar featuring Ahmad Faruqui, The Brattle Group; Bill LeBlanc, E Source; and Derek Kirchner, Consumers Energy
Type: Webinar    

Arizona Public Service and EnergyHub for APS Distributed Energy Resource Aggregations (Rewards Programs and Solar Communities)

APS EnergyHub

Arizona Public Service (APS) has implemented programs that reimagine the relationship between a utility and distributed energy resources (DERs) and that will be instrumental in its commitment to achieve 100% clean energy by 2050. APS uses EnergyHub’s Mercury DERMS platform to dynamically manage a portfolio of grid-edge assets including thermostats, batteries, water heaters, and solar inverters for an array of grid services. APS leverages DERs for peak demand reduction, load shifting and renewables matching, solar management, and advanced load and capacity forecasting. Services are available year round, multiple times a day, unlike event-based calls for DR. They have implemented these programs with both bring-your-own and direct install models. APS has evolved from a DERMS early-adopter to a pioneer of a customer-centric approach to managing the grid.

Source: Webinar featuring Tom Hines, Arizona Public Service; Renée Guillory, Arizona Public Service; Ben Bunker, EnergyHub; and Brett Feldman, Guidehouse
Type: Webinar   

 
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