PLMA EV Symposium: Managed Charging

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Sponsored by EnergyHub


Device Charging Station
Sponsored by Eaton


Registration Desk / Lanyard
Sponsored by Itron


12:00 - 1:00 pm | Lunch in the Hotel Lobby

Sponsored by ICF ICF
Lindbergh AB

Day 1 Opening Session

Allison Hamilton, NRECA Co-Chair
Allison Hamilton

Richard Barone, Oracle Co-Chair
Richard Barone


1:00 - 1:15 pm
Welcome and Chair Remarks

Richard Barone, Oracle Richard Barone

1:15 - 2:15 pm
The Road We’ve Traveled: Key Learnings from Innovative Utility Managed Charging Programs
Learn about EV managed charging programs from around the U.S. as well as the specifics of recent programs from Eversource, TXU, ComEd, and Puget Sound Energy. Each utility will share grid impact results and customer experience learnings. Wrap up includes a comparison of trends and insights plus a discussion of current best practices for designing and implementing customer-centric managed charging programs that maximize load impacts. Read Full Description >

Hilary Polis, Opinion Dynamics Hilary Polis
Opinion Dynamics
Scott Dimetrosky, Rolling Energy Resources Scott Dimetrosky
Rolling Energy Resources
Kelly Gunn, ComEd Kelly Gunn
Graham Marmion, Puget Sound Energy Graham Marmion
Puget Sound Energy
Jarrod Maddox, Vistra Corp. Jarrod Maddox
Vistra Corp.
Amy Findlay, P.E., Eversource Amy Findlay, P.E.

2:15 - 2:30 pm | Refreshment Break - Pre-Function Lindbergh

Lindbergh AB
Break Out A
Nick Bengtson, EnergyHub Chair
Nick Bengtson


2:30 – 3:15 pm
Driving OEM-Based Dynamic Optimization Programs: Benefits and Lessons Learned
Lessons learned for active OEM-based managed charging pilots and design considerations for dynamic optimization charging programs. This will include insights from Xcel Energy’s EV managed charging program, focused on measuring program impacts, especially when impacts continue changing & improving over time. The 45-minute panel will include live audience polling, audience insights around capturing a baseline for managed charging programs, and Q&A.

Carlos Hill, Xcel Energy Carlos Hill
Xcel Energy
Ryan DeKimpe, DTE Energy Ryan DeKimpe
DTE Energy
Tiina Aardemae, Guidehouse Tiina Aardemae
Jason Lai, Guidehouse Jason Lai
Mathias Bell, WeaveGrid Mathias Bell
Dave Hurst, Ford Motor Company Dave Hurst
Ford Motor Company

3:15 – 4:00 pm
The Devil’s in the Data: Challenges in Evaluating EV Managed Charging Programs
Load shapes and data from EV managed charging programs look very different from traditional DR resources, requiring us to re-think traditional evaluation approaches. In this interactive workshop, we’ll examine what’s unique about EV charging data, explore current EV evaluation methods including decisions on desired grid impacts and baseline selection, and we’ll review real world lessons learned. Attendees will gain insights into effective evaluation approaches. Read Full Description >

Laura Small, Opinion Dynamics Laura Small
Opinion Dynamics
Lindbergh C
Break Out B
Stacy Noblet, ICFCo-Chair
Stacy Noblet

Ryan Bird, EGMCo-Chair
Ryan Bird

Energy Solutions

2:30 – 3:15 pm
Utilities, OEMs, and the Managed Charging Connection
Managed charging companies have launched pilot programs with electric utilities, including time-of-use rates and other demand management programs, and some have partnered directly with automotive OEMs. Some of these projects have benefited from standards-based integrations, including OpenADR, which reduce costs and speed time-to-market. Learn more about these partnerships, including their technical integrations, as well as the evolution of creative business partnerships between new industry players. Read Full Description >

Dave Erickson, New Hampshire Electric Cooperative - Partnership with GM Energy Dave Erickson
New Hampshire Electric Cooperative
Josh Cohen, SWTCH Josh Cohen
SWTCH - Partnership with BC Hydro
Don Dulchinos, OpenADR Alliance Don Dulchinos
OpenADR Alliance
Harris Schaer, General Motors Harris Schaer
General Motors (GM)

3:15 – 4:00 pm
How to Turn on Your EV Drivers (To Load Management)
We know ~1/3 of EVs are worth targeting for load management; that high peak contributors are valuable; and that finding and marketing to them using AMI meter data makes sense. Passive load management with AMI compliance monitoring can deliver 90% overnight charging EVERY day with <2% of charging during the peak, making it a winner! Join us to explore the keys to EV load management. Read Full Description >

Gary Smith, Sagewell Gary Smith
Jeff Myrom, Consumers Energy Jeff Myrom
Consumers Energy
Dave McKee, Jacksonville Energy Authority Dave McKee
Break Out C
Kessie Avseikova, Opinion DynamicsCo-Chair
Kessie Avseikova

Opinion Dynamics
Kirsten Millar, Virtual PeakerCo-Chair
Kirsten Millar

Virtual Peaker

2:30 – 3:00 pm
BGE Smart Charge Management Program
BGE’s Smart Charge Management Program categorizes EV charging into three customer groups: residential, commercial, and public fleets, and manages load from each using variations of on-demand response or curtailment. EV drivers are incentivized to participate through monthly bill credits but can opt-out if they need to charge immediately. Since its 2022 launch, program opt-outs have been < 1% with low unenrollments, benefiting Maryland's electric grid. Read Full Description >

Stephanie Leach, Baltimore Gas & Electric Stephanie Leach
Baltimore Gas & Electric

3:00 – 3:30 pm
Winter EV Demand Response: Timing, Duration, Impacts and Customer Experience
Explore findings from AES Indiana's winter 2022-23 EV residential DR pilot which included 127 EnelX EV chargers and tested morning and evening DR events. Insights include daily EV charging load shapes; variability in charging behaviors by time, day, and temperature; and how charging demand compares with grid peaks. Presenters also compare charging patterns of DR-enrolled with TOU-enrolled EV customers, plus insights from a participant survey. Read Full Description >

Zachary Horváth, Baltimore Gas & Electric Zachary Horváth

3:30 – 4:00 pm
Equitable EV Adoption in the Residential Rental Segment
Learn about a recent DOE study on barriers to EV charging and adoption in multi-unit dwellings. The study included an analysis of EV adoption patterns by zip code to assess whether geographies with higher MUD densities lagged. It also included interviews, analysis of EV telematics, and the development of a decision tool to help communities optimize the siting of EV charging to maximize MUD residents served. Read Full Description >

Bonnie Trowbridge, Drive Clean Colorado Bonnie Trowbridge
Drive Clean Colorado
Katie Parkinson, Rolling Energy Resources Katie Parkinson
Rolling Energy Resources

4:00 - 4:30 pm | Refreshment Break - Pre-Function Lindbergh

Lindbergh AB

Day 1 Closing Session

Laurie Duhan, BG&E Co-Chair
Laurie Duhan

Kelly Helfrich, Resource Innovations Co-Chair
Kelly Helfrich

Resource Innovations

4:30 - 5:00 pm
Data-Based Transformer Replacement Sizing for EV Adoption
Increased EV adoption implies higher charging demand on the grid, impacting the thermal loading of distribution system assets. Appropriate sizing of replacement service transformers is critical. Presenters discuss a SMUD case study that compares two approaches: 1) Sub-meter and vehicle telematics data to construct EV charging load shapes, and 2) Grid topology with EPRI’s Hotspotter tool to evaluate the impact of replacement service transformer sizing. Read Full Description >

Deepak Aswani, Sacramento Municipal Utility District (SMUD) Deepak Aswani
Sacramento Municipal Utility District (SMUD)
Sachindra Dahal, Electric Power Research Institute (EPRI) Sachindra Dahal
Electric Power Research Institute (EPRI)

5:00 - 5:30 pm
The Impact and Effectiveness of Time Varying Pricing on Electric Vehicle Charging Behavior
Utilities are evaluating the effectiveness of managing charging via time-varying pricing, EV chargers, or telematics. Presenters will discuss large-scale empirical evidence of the effectiveness of time-varying prices for managing home charging, MF charging, and workplace charging based on SDG&E’s experience with 30,000+ homes on its EV TOU rates, plus the 2,500+ charging ports at 250+ sites it owns and operates. Read Full Description >

Josh L. Bode, Demand Side Analytics Josh Bode
Demand Side Analytics
Erich Kevari, SDG&E Erich Kevari

5:30 - 6:00 pm
Product Showcase Roundtable
Join us as four sponsors share case-study results in a fast-paced 3-minute format, followed by a moderated Q&A period.

Bidgely Generac Grid Services OATI Uplight

7:00 - 10:00 pm
Grand Dinner Reception at the Henry Ford Museum

Sponsored by:
EnergyHub Kraken OATI
Olivine Opinion Dynamics Franklin Energy

7:00 - 8:00 am | Breakfast in the Hotel Lobby

Sponsored by ICF ICF
Lindbergh AB

Day 2 Opening Session

Ruth Kiselewich, ICF Chair
Ruth Kiselewich


8:00 - 8:45 am
Vehicle Grid Integration OEM Panel
Learn about three unique auto-utility partnerships from participants BMW, General Motors, and Ford. Working with their utility partners, each is piloting a Vehicle Grid Integration, which they’ll describe and report on. Following their overviews, SMUD will moderate a discussion with the OEMs that explores the current and future state of managed charging, focusing particularly on electric utility interests and impacts. Read Full Description >

Adam Langton, BMW Adam Langton
Aseem Kapur, General Motors (GM) Aseem Kapur
General Motors (GM)
Dave McCreadie, Ford Motor Company Dave McCreadie
Ford Motor Company
Deepak Aswani, Sacramento Municipal Utility District (SMUD) Deepak Aswani
Sacramento Municipal Utility District (SMUD)

8:45 - 9:30 am
Estimating Grid Impacts of Medium and Heavy-Duty Fleet Electrification
Electrification of the MHDV sector is critical to achieving climate goals, and both federal and state policies have helped to accelerate MHDV fleet electrification. However, commercial fleets vary significantly in charging cycles and behavior, often requiring rapid charges. Learn more about the likely trajectory of fleet electrification in utility service territories, where and when fleet vehicles would charge, and the potential impacts of their charging loads. Read Full Description >

Vivek Nath, Guidehouse Vivek Nath
Kajal Gaur, Guidehouse Kajal Gaur
Kathleen Staples, Dominion Energy Kathleen Staples
Dominion Energy

9:30 - 10:00 am | Refreshment Break - Pre-Function Lindbergh

Lindbergh C
Break Out D
Pauline Marcou, BidgelyCo-Chair
Pauline Marcou

Derek Kirchner, TRC CompaniesCo-Chair
Derek Kirchner

TRC Companies

10:00 – 10:30 am
Who's in Charge? PGE's Test Bed EV Charging Study
Learn about PGE’s EV Charging Study, performed via the Smart Grid Test Bed, which explores how and when customers charge their vehicles, plus utility-customer collaboration to optimize charging schedules in favor of excess localized energy production from renewables. Presenters will discuss the study’s research goals, how it layered onto existing managed charging programs, program design, and initial lessons learned since its February 2023 inception. Read Full Description >

Matthew Mills, Portland General Electric Matthew Mills
Portland General Electric

10:30 – 11:00 am
Limits of EV Telematics Data
Using six years of data, FlexCharging will share what’s working, opportunities for OEM improvements, and how to set realistic program expectations. Presenter will discuss how EV telematics work; whether they provide meter-quality, 15-minute interval data; the time needed to manipulate data to work around vehicle-specific quirks; how managed charging solutions can meet utility program goals; and if programs are constrained by automakers and cellular networks, and more. Read Full Description >

Brian Grunkemeyer, FlexCharging Brian Grunkemeyer

11:00 – 11:30 am
What’s Next for V2X? Learnings From the Largest V2G Trial
EVs make it possible for customers to store cheap green energy and use it to power their homes or sell it back to the grid. Drawing from multiple, favorable findings from a V2X trial with Kaluza, Nissan and OVO Energy, learn how V2X can accelerate progress towards net zero energy while providing customer savings, demand shift, and CO2 reductions when compared to unmanaged charging. Read Full Description >

Russell Vare, Kaluza Russell Vare
Lindbergh AB
Break Out E
Hilary Polis, Opinion DynamicsCo-Chair
Hilary Polis

Opinion Dynamics
Katie Parkinson, TRC CompaniesCo-Chair
Katie Parkinson

Rolling Energy Resources

10:00 – 10:45 am
The OEM and EVSE Perspective on Managed Charging
OEMs and EVSE providers are under-represented in discussions about the future of managed charging. Presenters address their perspectives on V2L, V2H, V2B, V2G, and B2B partnerships, plus solutions to the current lack of standardized comm protocols. They also discuss frameworks for effective collaboration, compensation mechanisms, valuing grid services beyond managing system-wide peak, plus building good driver experiences and introducing utility programs into the EV buying experience. Read Full Description >

Jeff Huron, EnergyHub Jeff Huron
Doug Sampson, ChargePoint Doug Sampson
Max Parness, Toyota Max Parness
Ed Mussi, Stellantis Ed Mussi

10:45 – 11:30 am
Best Practices: EV-Ready Requirements in New Construction and Existing Buildings
EV-readiness in buildings, plus the implementation of new building codes and comprehensive approaches to existing building retrofits, can accelerate the energy transition. Learn about the development of new policies and building code changes that enabled several Canadian municipalities to have 100% EV-ready requirements for new residential construction, plus significant requirements for new commercial buildings. U.S. municipalities, states, and utilities will benefit from lessons already learned. Read Full Description >

Lindsay Wiginton, Dunsky Energy + Climate Advisors Lindsay Wiginton
Dunsky Energy + Climate Advisors
Nicholas Heap, City of Richmond Nicholas Heap
City of Richmond
Break Out F
Troy Eichenberger, Tennessee Valley Authority Co-Chair Troy Eichenberger
Tennessee Valley Authority
Tom Breare, Octopus EnergyCo-Chair
Tom Breare

Octopus Energy

10:00 – 10:45 am
Harmonization of eV and Electricity Ecosystems -PLMA/GLMIG
Government, the private sector, and OEMs are investing billions into EV charging infrastructure. However, the communication technology and protocols to support EV charging are NOT adequate to support grid services, such as volt/var and frequency support necessary for V2X deployments. Presenters discuss the divergent paths of EV charging and electricity grid ecosystems, and how to harmonize them or risk jeopardizing all grid reliability and resilience. Read Full Description >

Jon Hilowitz, Orange and Rockland Utilities Jon Hilowitz
Orange and Rockland Utilities
Scott Coe, GridOptimizeScott Coe
Grid Optimize
Austin Chambers, Kitu SystemsAustin Chambers
Kitu Systems

10:45 – 11:30 am
A Transactive Energy Platform for Optimal V1G and V2G Management
EV fleet growth requires costly power distribution grid upgrades, and necessitates short- and mid-term EV charge management solutions. In this workshop, presenters will discuss the implementation of transactive-energy-based EV-fleet management using North American case studies. Learn about a TE platform with autonomous bid/offer submissions to EVSE aggregators, negotiation capabilities, e-contract signing and financial settlements, plus DERMS-based TE market clearing with different utility objective functions. Read Full Description >

Dr. Ashkan Kian, IEMS Solution Moderator
Dr. Ashkan Kian

IEMS Solution
Dr. Elizabeth Cook, Duquesne Light Company (DLC) Dr. Elizabeth Cook
Duquesne Light Company (DLC)
Kinnera Angadi, Honeywell Kinnera Angadi
Kaveh Aflaki, IEMS Kaveh Aflaki

11:30 - 11:35 am | Refreshment Break - Pre-Function Lindbergh

Lindbergh AB

Day 2 Closing Session

Robin Maslowski, GuidehouseChair
Robin Maslowski


11:35 am - 12:05 pm
Managed Charging to the Rescue: Cambridge, MA in 2033
EVs pose a challenge to grid stability, particularly in dense, urban areas where building out infrastructure to support increased load is not an easy option. Eversource is investigating how different managed charging program designs can help to mitigate EVs impact to the local grid with particular focus on areas already known to be capacity constrained, such as the City of Cambridge, Massachusetts. This presentation will discuss how our understanding of travel patterns, customers, and charging behavior led to the development of scenarios to inform program design. Looking 10 years into the future, we will also examine the projected efficacy of different program designs as compared to the unmanaged scenario. Read Full Description >

Amy Findlay, P.E., Eversource Amy Findlay, P.E.

12:05 - 12:15 pm

Robin Maslowski, GuidehouseRobin Maslowski

12:00 - 1:00 pm | Lunch in the Hotel Lobby

Sponsored by ICF ICF