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 2019 

 A Path Forward for Integrated Demand Side Management... and PLMA's Next 20 Years

Path Forward

Joel Gilbert co-founded PLMA in 1999 because he foresaw the industry needed innovative thinking and a collaborative working group to solve the peak load management challenges of the day. As PLMA looks to celebrate its 20th anniversary in St., Petersburg this November, Joel believes the industry needs a bit of a “reset button” to move it past the “evolutionary incrementalism” and refinements of buggy whips it currently is considering. In this dialogue with Rich Philip from Duke Energy, Joel will outline the current impediments he sees to a survivable IDSM strategy and how PLMA members can work together to address those, just like we did back when PLMA first started. If these impediments are not addressed, he feels the assumption that technology and the IOT will not yield success. Joel’s concern is that we are just not facing the realities today in the current electricity pricing models both in wholesale and retail markets. He is also concerned that any technologies we might consider helpful are going to face the harsh reality of shrinking internal resources (especially within IT departments) and rising fears over data security and privacy risks, while senior leadership asks for clear monetized benefits and business cases that are still elusive or unprovable.

Source: PLMA Dialogue featuring Joel Gilbert, Apogee Interactive and Richard Philip, Duke Energy
Type: Webinar

Eversource Energy for Commercial & Industrial Active-Demand Management Demonstration

Eversource C&I

Eversource Energy introduced an innovative holistic approach to reducing peak demand among commercial and industrial (C&I) customers. Their active-demand management demonstration utilized a wide range of technologies, including battery storage, ice storage, phase change material thermal storage, advanced software and controls and wi-fi thermostats, to engage large and small C&I customers. Not only did the demonstration successfully engage with a variety of C&I customers, it also reduced the 2018 regional peak by 8.7 MW. This demonstration project shows that taking a holistic approach to demand reduction is necessary for the long-term viability of demand-reduction programs and paved the way for the development of an approach to peak-demand management featuring various technology types, each using open communication protocols that connect to a single dispatch platform.

Source: PLMA Dialogue featuring Michael Goldman, Eversource Energy; and Michael Smith, National Grid 
Type: Webinar

Women in Demand Management Survey and Group Discussion

Women in DM

The Group Co-chairs want your input about the PLMA Women in Demand Management Interest Group, even if you are not a member or a woman. The survey at will take less than 3 minutes to complete. Individual responses are confidential. Please encourage your fellow PLMA members to respond to this survey. The survey results will be shared during the October 23 webcast. According to the U.S. Dept. of Labor, women constitute only 21.4% of the utilities workforce. Join this Women in Demand Management Group Discussion to hear the results of our 2019 survey and discuss our priorities for 2020. All are welcome - we want your questions and suggestions, and are seeking volunteers to work with us on an expanded schedule of activities.

Source: PLMA Dialogue featuring Melissa Knous, Duke Energy and Lenore Zeuthen, Zeuthen Management Solutions
Type: Webinar

Using Marketplaces to Drive Demand Response Adoption and Participation

Women in DM

A growing number of utilities have launched or are considering online marketplaces aiming to engage customers effectively in an era of increasing online service offerings. Marketplaces offer customers a unique opportunity to purchase products or select services from their trusted energy advisor through a utility branded website. These marketplaces can be dynamic platforms that offer instant rebates, coupons, or promotional code-based discounts, while integrating with utility back end systems to verify customer program eligibilty. In addition, the utility can introduce customers to new, innovative, and emerging products or services that customers won’t see in traditional retail outlets, and provide easy enrollment at the same time.

Source: PLMA Dialogue featuring Scott Jarman, Austin Energy; Nicholas Lovier, Ameren Missouri; Kristen Kadetsky, Uplight; and Doug Kraft, Franklin Energy Services
Type: Webinar


September 2019 


The Future of Distributed Energy Resources

Future of DR

Where do today's load management activities (including demand response, energy efficiency, and renewable energy programs) fit in a distributed energy resource (DER) future of non-wires alternatives, storage and more? Discover key takeaways from a recent PLMA publication that detailed 8 industry initiatives where leading utilities are partnering with allies to demonstrate the path to a more integrated approach to DERs. Gain insight from case studies that showcase:

  • Planning/Foundational Issues where utilities are taking bold steps to leapfrog pilots/technology straight to integrative planning and procuring, and change management;
  • “DR Plus” case studies where customer-sited assets (with or without involvement of an aggregator) are used to monetize DER operations for utility/grid benefits to a growing spectrum of network problems;
  • Microgrid examples where customer-sited assets that have great degrees of flexibility and opportunity for monetization; and
  • International case studies of first movers in DER.

Source: Presentation by Brian Doyle, Xcel Energy and Jenny Roehm, Schneider Electric given on Oct. 16, 2019 at 2019 National Conference on Energy Efficiency as a Resource, Minneapolis, Minn.
Type: Presentation

Viking Cold Solutions for Using Thermal Energy Storage as a Grid Asset


Commercial & industrial freezers (10,000 to 200,000+ square feet) in the food and beverage, foodservice, grocery, and cold storage industries require massive amounts of electricity to keep frozen food product temperatures stable between 0 and -20 degrees Fahrenheit. These facilities maintain the highest demand per cubic foot of any industrial category and globally spend over $40 billion on energy every year.

Viking Cold Solutions uses thermal energy storage systems (TES) to utilize frozen food facilities in the United States, Mexico, the Caribbean, and Australia as grid assets that enable operators to shed 300-500 kW for up to 13 hours each day. TES systems leverage the facility’s existing refrigeration system to store energy in the form of cold and discharge that energy over long periods of time when it is most economical for the grid and the facility operator. These systems have no mechanical components and use phase change material, to absorb up to 85% of the heat infiltration while refrigeration is cycled off, and intelligent controls to balance temperature requirements and energy use. With a levelized cost of energy of less than 2¢ per kWh, many power providers have added TES technology into their efficiency and demand management programs to improve efficiency an average of 26%, help address the variability of renewables, and unlock large-scale demand management opportunities for a fraction of the cost of other storage mediums.

Source: PLMA Interest Group Dialogue featuring Collin Coker, Viking Cold Solutions; and Michael Smith, National Grid
Type: Webinar

Efficiency Vermont, Green Mountain Power, and Dynamic Organics for Flexible Load Management

Efficiency Vermont

This project demonstrated the importance of partnerships for successful peak load management to benefit Vermonters, reducing carbon and the overall cost of the energy delivery system. Efficiency Vermont had a long-term customer relationship with Brattleboro Retreat, a healthcare facility in Southern Vermont. The project renewed utilization and controls optimization for a 1990s legacy, 3.2 MWh chiller and ice storage system.

Green Mountain Power, the local utility committed to fighting climate change, developed a strategy to share grid benefit and savings with customers from shifting load off peak. Dynamic Organics developed a custom controller and dashboard incorporating weather, electric grid demand and pricing, and HVAC system data simultaneously to allow remote control and automated operation of the ice storage system. A trial of the system during an early summer peak event was successful, and that led to development of an innovative pilot (currently enrolling 10 more customers with diverse flexible assets) to demonstrate grid and customer value. The goal is to then make this a permanent rate option for commercial customers who have flexible load.

Source: PLMA Interest Group Dialogue featuring Marcus Jones, Efficiency Vermont; Morgan Casella, Dynamic Organics; and Laurie Duhan, BGE
Type: Webinar


August 2019 

Rocky Mountain Power for Frequency Dispatch

Rocky Mountain Image

PacifiCorp demonstrated that Demand Response (DR) resources can be used to deliver GridScale Fast DR to meet frequency dispatch and BAL 3 requirements. This project demonstrated that the Cool Keeper system could be used in an additional capacity with very tight control response. PacifiCorp designed and implemented the automatic dispatch of residential customers enrolled in the Rocky Mountain Power Cool Keeper program utilizing Eaton’s two-way devices and Yukon portal to respond to frequency dispatch signals. To comply as frequency dispatch, the resources must immediately begin providing support once dispatched and be fully activated within 50 seconds from event detection. The BAL 3 measurement is a performance curve during this resource dispatch period. The solution resulted in an average of 64 MW of BAL 3 resources and over 100 MW of load drop across several events during the 2018 summer DR control season. Performance was measured and calculated using two second system metered data collected by the PacifiCorp Energy Management System.

Source: PLMA Interest Group Dialogue featuring Shawn Grant, Rocky Mountain Power; Thomas Burns, PacifiCorp; Joe Childs, Eaton; and Michael Smith, National Grid
Type: Webinar

Load Flexibility Potential in U.S. by 2030

Load Flexibility

A recent study by The Brattle group identified nearly 200 GW of cost-effective load flexibility potential in the U.S. by 2030. This load flexibility potential, which equates to 20% of estimated U.S. peak load in 2030, would more than triple the existing demand response (DR) capability and would be worth more than $15 billion annually in avoided system costs.

Click here to view the free report.

Source: PLMA Interest Group Dialogue featuring Ryan Hledik, The Brattle Group, and Richard Barone, Hawaiian Electric
Type: Webinar


July 2019 

Bonneville Power Administration, Portland General Electric, and Northwest Energy Efficiency Alliance for Water Heater Communications


A team from the Pacific Northwest spearheaded by three individuals — Tony Koch of the Bonneville Power Administration, Conrad Eustis of Portland General Electric, and Geoff Wickes of Northwest Energy Efficiency Alliance — demonstrated that funding shipments of only smart, DR-enabled water heaters into the Pacific NW would be cost justified to enable a new paradigm for “connected” technologies. The “smart”, electric resistance and heat pump water heaters were equipped with ANSI/CTA-2045, a new modular communications standard designed for all major appliances that enables a simple, and identical customer experience for enabling communication and smart management. Beyond simple peak-load management, the project demonstrated daily use of the water heaters as energy storage assets, with high customer satisfaction.

Source: PLMA Interest Group Dialogue featuring Tony Koch, BPA and Conrad Eustis, Portland General Electric; and Laurie Duhan, BGE
Type: Webinar


June 2019 

Portland General Electric and Enbala for Distributed Flexibility at Scale

PGE and Enbala

Portland General Electric (PGE) has created a technology agnostic, interoperable virtual power plant (VPP) in collaboration with Enbala that enables PGE to offer control, optimization, and demand management of an entire fleet of DERs across various customers, vendors and programs. This multi-program-multi-vendor-ecosystem allows for the customization across DER asset-types, location, participation schedules, and service offerings, while providing visibility into, and integration of, data in an approach that is scalable, sustainable, futureproof, and customer-focused.

Source: PLMA Interest Group Dialogue featuring Josh Keeling, Portland General Electric; Bud Vos, Enbala; and Paul Miles, PECO, an Exelon Company
Type: Webinar

Integrated Demand-Side Management - The Journey Continues

Traditionally, utilities have separated their energy efficiency (EE) and demand response (DR) portfolios into distinct, and isolated, portfolios. As distributed energy resources (DERs) are deployed across the distribution grid and policy mandates shift, utilities and implementers are repurposing their demand-side management (DSM) programs (e.g., energy efficiency, demand response, distributed energy, and energy storage) toward integrated approaches that take advantage of natural synergies using advances in technology and customer engagement. These integrated programs focus on technologies with functionality to decrease, store, or increase both energy usage and demand, thereby combining EE, DR and DER programs.

Source: PLMA Interest Group Dialogue featuring Denise Kuehn, Austin Energy; Jennifer Potter, Hawaii PUC; and George Beatty, Xcel Energy
Type: Webinar

Indiana Michigan Power and Tendril for Residential Integrated DSM Approach

Indiana Michigan Power (I&M) worked with Tendril to implement Orchestrated Energy, a connected thermostat demand response program dramatically shifting peak load and improving the energy efficiency beyond that of smart thermostats, without sacrificing customer comfort. I&M uses this program as a customer engagement tool that also provides demand response load while keeping customers comfortable. I&M envisions this program as another way to become a trusted energy advisor to their customers on how to utilize the connected home.

Source: PLMA Interest Group Dialogue featuring Jon Walter, Indiana Michigan Power; Emilie Stone, Tendril; and Laurie Duhan, BGE
Type: Webinar

The National Potential for Load Flexibility: Value and Market Potential through 2030
Brattle Group

Economists at The Brattle Group have released a new study that identifies nearly 200 GW of cost-effective load flexibility potential in the U.S. by 2030. This load flexibility potential, which equates to 20% of estimated U.S. peak load in 2030, would more than triple the existing demand response (DR) capability and would be worth more than $15 billion annually in avoided system costs. The Brattle study combines insights from a number of client engagements conducted to assess the value and market potential of emerging load flexibility opportunities across various jurisdictions in North America. Historically, conventional DR has provided significant value through peak demand reductions.

Source: The Brattle Group
Type: Webinar

Demand Response Fundamentals, Evolution, and Industry Leaders
DR Fundamentals

Demand Response Fundamentals, Evolution, and Industry Leaders This presentation provides an overview of the happenings within PLMA and other industry practitioners. Highlights covered include PLMA introducing a new logo, articles posted in Utility Dive, joint webinars with other industry organizations and PLMA members speaking at various conferences and publishing reports.

Source: PLMA
Type: Presentation

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