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.

PLMA Resources Directory

38th PLMA Conference, Austin, Texas, Nov. 12-14, 2018

38th PLMA Conference, Austin, Texas, Nov. 12-14, 2018

Real-world insight from practitioners and energy utilities active in the demand response marketplace. Over 200 demand response industry professionals attended from energy utilities and government agencies as well as industry allies, including consultants, manufacturers, and service providers. Presentation slides and photo gallery are accessible to conference attendees as well as all other PLMA member organization staff.

Source: PLMA
Type: Conference Proceedings with Photo gallery

37th PLMA Conference, Coronado, Calif., April 16-18, 2018

37th PLMA Conference, Coronado, Calif., April 16-18, 2018

Real-world insight from practitioners and energy utilities active in the demand response marketplace. Over 200 demand response industry professionals attended from energy utilities and government agencies as well as industry allies, including consultants, manufacturers, and service providers. Presentation slides and photo gallery are accessible to conference attendees as well as all other PLMA member organization staff.

Source: PLMA
Type: Conference Proceedings with Photo gallery


PLMA's Leadership in Sharing Load Management Expertise

Today’s energy industry finds organizations adapting to new profiles PLMAof production and consumption within an evolving delivery environment. Energy utilities, solution providers and trade allies seek to better understand load management challenges to identify practical paths to implementing proven solutions.  Collectively, PLMA’s 140+ member organizations share a common goal to realize the potential of tomorrow’s energy industry for the benefit of all stakeholders. The non-profit association provides a forum for practitioners to share dynamic load management expertise, including demand response (DR) and distributed energy resources (DER).

Source: PLMA
Type: Article 

2018 PLMA Annual Activity Report to Members

Annual Report cover

This publication details the 2018 achievements of PLMA as "The Voice of Load Management Professionals."  PLMA grew to 154 electric utility and allied organization members in 2018, an increase of over 300% in 6 years.  


Source: PLMA; Edited by Thought Leadership Group
Type: Report

Thought Leadership 2018 Compendium

Awards Compendium cover

This publication is a compendium of transcripts from 8 selected webcasts, 37th PLMA Conference in Coronado, Calif., and 38th PLMA Conference in Austin, Texas produced in 2018.  

Source: PLMA; Edited by Thought Leadership Group
Type: Compendium



15th PLMA Award-Winning Load Management Initiatives Compendium

Awards Compendium cover

This publication is a compendium of six transcripts of webcast interviews with the 15th PLMA Award winners for best demand response and other load management programs, initiatives and achievements from calendar year. The winners are: Program Pacesetters: ComEd's Peak Time Savings Program and Gulf Power's Energy Select Program; Thought Leaders: Austin Energy's Green Building Initiative and Jennifer Potter; and Technology Pioneers: Hawaiian Electric Company's Regulation Reserves Program and Nest's Solar Eclipse Rush Hour Rewards Program.

Source: PLMA; Edited by Awards and Thought Leadership Group
Type: Compendium 

Non-Wires Alternatives: Case Studies from Leading U.S. Projects

NWA Report cover

This publication coproduced by PLMA and SEPA with funding from E4TheFuture profiles 10 industry-leading NWA projects of different sizes and types across the U.S., detailing the critical insights and lessons learned each has provided for utilities and other project developers.Non-wires alternatives, or NWAs, represent one of the most exciting opportunities for the transformation of U.S. utility business models. NWA projects can use distributed energy resources—including energy efficiency, demand response, solar, storage and microgrids—as least-cost energy solutions. By using NWAs, some utilities are delaying or deferring the need for comparably more expensive infrastructure, such as transmission and distribution projects.

Source: E4TheFuture with PLMA and SEPA
Type: Report

2018 Utility Demand Response 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.

Based on data gathered directly from 155 utilities across the country, the 2018 Utility Demand Response Market Snapshot finds that, in 2017, an increasingly broad range of DR programs dispatched 10.7 gigawatts (GW) of energy savings to the grid. Total enrolled capacity -- that is, how much saved power was potentially available -- was 18.3 GW.

Source: SEPA with PLMA and Navigant Research
Type: Report

PLMA Practitioner Perspectives™ Compendium Considers Future of “Bring Your Own Thermostat” Programs

BYOT Compendium cover

This thought leadership publication is a compendium of eight energy utility, manufacturer, and solution provider viewpoints. “Bring Your Own Thermostat or BYOT programs are changing the face of energy utility load management and the way customers interact with their utilities,” says PLMA Chair Michael Brown of NV Energy. The compendium’s contributing authors were selected in an open call for submissions. Article drafts were reviewed by a team of mentors that included the PLMA Thermostat Interest Group co-chairs prior to publication.  The compendium details a consensus among the contributing practitioners that BYOT programs will remain a part of utility load management programs, but varying opinions on whether BYOT will replace or augment traditional direct install demand response program models; the relevance of new market segments as they relate to BYOT; and approaches to enhancing the value BYOT brings to demand response programs. 

Source: PLMA; Edited by Thermostat Interest Group
Type: Compendium 

Evolution of Demand Response in the United States Electricity Industry

DR Evolution

As PLMA refined and coordinated materials for the Demand Response Training Series, Michael Brown, NV Energy, together with the PLMA 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.  This definition is used across the three demand response training courses produced by PLMA

Source: PLMA; Edited by Education Committee and PLMA Training Partners
Type: White Paper with Web Recording

The Hidden Battery: Opportunities in Electric Water Heating


This research examines the economic and grid benefits of controlling three different types of water heaters (80-gallon electric resistance, 50-gallon electric resistance, and heat pump water heaters) for peak shaving, thermal storage, and real-time fast response to supply fluctuations. Researchers modeled these program designs using 2014 data from the PJM and MISO markets. The researchers also modeled these programs using projected prices and energy resources in MISO in 2028 to determine the economic and environmental potential of electric water heaters to provide energy services to the grid in the future. 

Source: The Brattle Group; co-funded by PLMA, NRECA, and NRDC
Type: Report with Web Recording

February 2019

Top Markets Report: Smart Grid Market Report Smart Grid Cover

ITA's 2018 Smart Grid Top Markets Report ranks 56 international markets in terms of growth potential for the U.S. smart grid industry. The Report also analyzes the sub-sectors of transmission and distribution (T&D) equipment; smart grid information communication technologies (ICT); and energy storage. The report integrates data and analyses on global markets and trade, including the critical contributions of commercial specialists from U.S. Commercial Service posts. The results are combined using a weighted scorecard methodology to produce relative rankings of the 56 subject markets.

Source: International Trade Administration (ITA) 
Type: Report



Demand Response Fundamentals, Evolution, and Industry LeadersDR Fundamentals

This presentation provides an overview of PLMA’s role in sharing load management expertise with the energy utility industry.

Source: Ed Thomas, PLMA for the APS Integrated Resource Plan Working Group Meeting
Type: Presentation





Final Report of the California Public Utilities Commission's Working Group on Load Shift Load Shift Cover

As California progresses toward its goal of 100% carbon-free electricity, Load Shift could play an increasingly significant role. The 2025 California Demand Response Potential Study, suggests that beginning in 2025 up to $600 million (2015$) could be saved annually by shifting load to avoid the curtailment of renewable generation. The Working Group met 11 times in 2018 with facilitation and support from Gridworks and the Commission’s Energy Division. Working collaboratively, a representative cross-section of stakeholders developed six different proposals on how Load Shift could be designed, sourced, incentivized and evaluated. This package of proposals provides a diverse range of options through which California can begin to actively test, refine and develop the Load Shift market needed to reach a 100% carbon-free grid.

Source: California Public Utilities Commission's Working Group
Type: Report



ConEd's Brooklyn Queens NWA ProjectLoad Management

Discover key considerations from this leading non-wires-alternatives (NWA) project to deferring the need for traditional electric grid infrastructure upgrades. This discussion will share insight regarding project identification, procurement processes, benefit cost analysis tool development, and rate case incentives. Discover key takeaways and lessons learned from this first large program ConEd implemented and how it led to a streamlined approach of identifying and implementing newer projects. Hear how they found different ways to communicate these projects to the market and are working to continuously improve their approach to non-wires solutions, with customers and market partners in mind.

Source: Load Management Dialogue with Damei Jack, Con Edison and Michael Brown, Berkshire Hathaway NV Energy
Type: Webinar



National Grid's Non-Wires Alternative ProjectsLoad Management

Discover key considerations from two leading non-wires-alternatives (NWA) projects. The Tiverton Project helped defer the need for traditional electric grid infrastructure upgrades. This discussion will share insight regarding customer-driven load curtailment program focused on automated demand response (DR) utilizing a wide variety of DR and energy efficiency resources. The Old Forge project is focused on solving distribution grid constraints and providing grid resilience solutions with a battery energy storage system. Discover key takeaways and lessons learned from these National Grid projects implemented in remote areas involving local communities and unique strategies to develop solutions.

Source: Load Management Dialogue with Marie Schnitzer and Matt Chase, National Grid; and Richard Brarone Hawaiian Electric
Type: Webinar



FERC's Demand Response Assessment StudyFERC Cover

A discussion between a representative from the Federal Energy Regulatory Commission (FERC) and the PLMA Chair on FERC staff's recent update to its annual assessment study. This report is FERC staff's 13th annual report on demand response and advanced metering required by the Energy Policy Act of 2005. It is based on publicly-available information and discussions with market participants and industry experts.

Source: Load Management Dialogue with Ben Foster, David Burns, and Samin Peirovi, FERC; and Michael Brown, NV Energy
Type: Webinar



January 2019

FERC Assessment of Demand Response and Advanced MeteringFERC Metering Cover

The Commission issued its 2018 Staff Assessment of Demand Response and Advanced Metering based on publicly available information from a variety of sources, as well as discussions with market participants and industry experts. This report is the Federal Energy Regulatory Commission staff’s (Commission staff’s) thirteenth annual report on demand response and advanced metering required by section 1252(e)(3) of the Energy Policy Act of 2005 (EPAct 2005). The information presented in the report is based on publicly-available data and discussions with industry experts.

Source: FERC 
Type: Report




Smart Home and Demand Response: Impact of BYOD, Voice and Renewablessmart home cover

Learn about the impact of voice-enabled and other emerging technologies on BYOD and other dynamic load management programs being deployed by utilities and other energy services providers. Bring-your-own-device (BYOD) demand response programs are gaining momentum with utilities and consumer adoption of smart thermostats, solar panels, and battery storage is growing. This discussion with Parks Associates industry expert Denise Ernst and Rich Philip of Duke Energy features insight from the recent Consumer Electronics Show and Association of Heating & Refrigeration Expo into the impact of voice controls on the residential energy ecosystem, as well as new developments with net-zero energy homes and community solar.

Source: Load Management dialogue with Denise Ernst, Parks Associates; Richard Philip, Duke Energy and Olivia Patterson, Opinion Dynamics. Co-hosted by Smart Energy Summit.
Type: Webinar Recording


December 2018

Distribution System Costs Associated with the Deployment of Photovoltaic SystemsNREL Cover

The broadening of our energy system to include increasing amounts of wind and solar has led to significant debate about the total costs and benefits associated with different types of generators—with potentially far reaching policy implications. This has included debate about the cost associated with integrating these generators onto the electric grid. For photovoltaics (PV), this encompasses costs incurred on both the bulk power and distribution systems, as well as the value provided to them.

Source: National Renewable Energy Laboratory (NREL)
Type: White paper





Distributed Energy Resources Management SystemsNavigant Cover

Distributed energy resources (DER) are starting to proliferate in many regions of the US and around the world. There are numerous technology, policy, and customer-driven factors contributing to this growth. This is a positive trend from an economic and environmental perspective. However, if the location and operation of DER is left up to customer adoption, there could be detrimental effects on the electric grid from an overall operating standpoint unless they are optimized properly. This is where distributed energy management systems (DERMS) come into play.

Source: Navigant and Auto Grid
Type: White paper



November 2018

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 slides.
Click here to view the report.

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


White Paper: Multi-User Microgrid Deploymente4future cover

Multi-User Microgrids: Obstacles to Development and Recommendations for Advancement, published with support from E4TheFuture, explores seven key barriers limiting multi-user microgrid development, as well as potential solutions. The paper focuses primarily on the northeast United States. “We believe this is an important contribution to the limited literature pertaining to multi-user microgrids,” said Professor Kira Fabrizio of the Questrom School of Business at Boston University, the principal investigator for BU’s Institute of Sustainable Energy on this research.

Source: E4TheFuture
Type: White paper




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


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