DER Management Systems (DERMS) Decision Making to Manage Increasing Distributed Energy Resources

DER Management Systems (DERMS) Decision Making to Manage Increasing Distributed Energy Resources [POSTPONED]

May 12-13, 2020 | Online :: Central Time

Distributed Energy Resources (DER) are impacting electric utilities, transmission operators, regulatory agencies and society at large.  As utilities seek to gain greater visibility and control of DER in their territory, the need for advanced processes, planning and technology is required. This has spurred the emergence of DER management initiatives, which is a combination of new operational processes, organizational change, upgrades to distribution infrastructure, new polices, as well as software platforms typically referred to as DER Management Systems (DERMS).  This event will demystify the spectrum of challenges and opportunities, address organizational and operational planning as well as specific DERMS tools and a Utility implementation case study.

Learning Outcomes

This workshop will provide key learning opportunities around both organizational factors as well as DER and DERMS technology understanding.  Key outcomes include:

  • Knowing DERs: differentiating between utility-owned DERs and customer-owned DERs, aggregated versus non-aggregated
  • Assess DER Management Systems (DERMS) needs across the utility company and how to identify key stakeholders from operations to finance, from planning to customer care, OT to IT
  • Discuss how to develop consensus on a unified DER strategy across your utility
  • Identify critical impacts of DER on a grid system: lack of DER visibility, excess DER power, voltage issues, customer DER behavior tracking
  • Review the regulatory considerations and impacts to DER strategy
  • Discuss distribution grid modernization requirements to implement DER Management
  • Identify DER Management System (DERMS) technologies and vendor solutions
  • Review DERMS communication protocols: IEEE 2030.5, OpenADR
  • Review how to write RFIs, RFPs and draft requirements for DERMS solutions
  • Hear from a specific utility DERMS project/implementation going on today with Sacramento Municipal Utility District


Given COVID-19 and policies in place across the country limiting travel and group gathering, this training will be conducted digitally using the Microsoft Teams platform.  The training will be conducted in multiple sessions with video conferencing, live surveys and facilitated discussions/activities at select times.

In an effort to prepare for this approach, we ask participants complete an initial survey and participate actively in collaboration activities.

The results of our collaboration activities and group surveys will be shared with all participants for future use

Tuesday, May 12, 2020

All Times Central Daylight Time

10:00 a.m. – 4:00 p.m. :: Course Timing

12:00 – 1:00 pm :: Break for Lunch

Introductions and Kickoff

Session 1: Understanding the DER challenge

  • DER Impacts on Today’s Utility Company: From Operations to Customer Care
  • Building a DER Management Roadmap: Consensus Techniques
  • Understanding Operational Challenges from DER Driving a Need for DERMS

Group Activity Breakout: Sharing DER Perspectives Across Utilities

  • Teams will break out into groups consisting of attendees from other utilities in similar roles and share their unique challenges and opportunities for DER

Session 2: Introduction to DER Management

  • DER Management Readiness: Internal and Operational Grid Modernization
  • DER Management Principles: Comms, Control, Visibility, Aggregators & More
  • DERMS Solutions: Defining the Right Processes and Technologies for a Utility

Wednesday, May 13, 2020

10:00 a.m. – 4:00 p.m. :: Course Timing

12:00 – 1:00 pm :: Break for Lunch        

Session 3: DER Technology and Selection

  • DERMS Vendor Ecosystem: ADMS Integrated, Stand-Alone, Alternatives
  • Defining DER Management and DERMS Requirements for Your Organization

Session 4 DERMS Use Cases and Case Studies

  • DER Financial Opportunities: Markets, Demand Response & Incentives
  • DERMS In Action: Key Operational Use Cases that Drive Value
  • Case Study: Sacramento Municipal Utility District

Group Activity Breakout: Sharing DER Perspectives Across Utility Roles

  • Teams will break out into groups consisting of mixed roles from the same utility or similar geographic regions and share their unique challenges and opportunities for DER from the perspectives associated with their specific role.

Summary and Wrap Up


Katarina Miletijev is the Supervising Principal Distribution Operations Engineer for Sacramento Municipal Utility District (SMUD).  She has been working for SMUD since 2012 and is a Licensed Professional Engineer in California.   She is responsible for SMUD’s DERMS and ADMS (Advanced Distribution Management System) Implementations with the first week of May, 2020 as the “go live” date for the ADMS & DERMS Software Implementation. 

Ms. Miletijev started with SMUD as an Associate Distribution System Engineer and has had a rising level of responsibilities from Senior Electrical Engineer and has worked for PG&E and the City of Roseville (CA).  A graduate of California State University, Sacramento and is a member of IEEE.

Andrew Dillon is a Senior Principal with West Monroe Partners in the Energy & Utilities Practice. He has been working in grid technology and energy industry for over twenty years and has provided industry leadership in Distributed Energy Resource integration and optimization as well as Transportation Electrification strategies.  Andrew has recently provided DERMS Roadmap planning, DER Business Case Analysis, and Transportation Electrification program optimization and design for west coast utilities including PG&E, DERMS roadmap and strategic planning, and VGI software for automated EV grid alignment.

Recently, Andrew led a project to develop a DERMS Roadmap for a large electric utility that gathered wide stakeholder consensus and detailed a 7 year incremental strategy.  In addition, his projects include a first-time transactional energy software platform to optimize DERs with Electric Vehicle Charging that targeted minimizing cost to the customer, peak load on the grid, and carbon emissions. In previous projects Andrew served as a Solution Architect and Subject Matter Expert in a wide range of DER Integration solutions at Duke, Southern Company, Ergon, Xcel and others, and was lead technical facilitator on a $5M ARPA-E grid control project.

Prior to joining West Monroe Partners, Andrew was a founder of an advanced smart grid company Varentec.   Andrew holds a Bachelor of Science in Electrical Engineering from the University of Illinois at Urbana-Champaign and a Masters in Communication Technology from University of Texas Austin.

Eric Anderson is a Senior Manager with West Monroe Partners working in the firm’s Energy & Utility practice out of Chicago, IL.  He has significant experience in the Energy & Utilities industry and specializes in the strategy development, vendor selection and deployment of new operational technologies both in utility control centers and in the field.

Eric has a passion for emerging grid technologies, specifically ensuring the successful delivery of value adding functionality such technology can provide.  His experience as a manager supporting electric control center operational technology applications as well as roles architecting and deploying grid automation solutions give him unique perspectives of how utilities can leverage new technology to improve their reliability, operational efficiency, safety and affordability.

Eric joined West Monroe Partners in 2018 from Pacific Gas & Electric company, an investor-owned electric utility company in California.  There he managed PG&E’s Business Applications Grid Technology team, responsible for the strategy & support of grid facing operational technology including SCADA and FLISR.  Additionally, Eric led the vendor selection process of PG&E’s Advanced Distribution Management System platform (Combined SCADA/DMS/OMS/DERMS) as well as managed ongoing support teams for PG&E’s operational control centers for grid facing OT applications.  Prior to his role at PG&E, he worked for Cooper Power Systems and Eaton Corporation in various roles including application engineer and grid automation consultant.

Estelle Mangeney, Senior Manager, Energy & Utilities for West Monroe Partners.  Estelle has nearly twenty years of experience leading teams and executing complex projects for utilities, software developing companies, financial services companies, and consulting clients in the US and abroad. She works with energy leaders and utilities to implement and deploy new technology for Grid Modernization programs (including DERMS, MDMS, and demand forecasting). 

Prior to joining West Monroe Partners, Estelle was the North American Lead of Delivery & Operations for Smarter Grid Solutions, where she was responsible for delivery of DERMS deployments across several major utilities in the US, managing multiple teams using an Agile approach. She was also a recognized thought leader and innovator on Grid Modernization, working with National Laboratories, utilities, and EPRI on R&D projects.

She has long-term experience leading and executing complex technology deployments and large programs for clients, including budget management, financial reporting, communications to senior management and stakeholders, project planning and scheduling, requirements’ analysis, design, testing, change management, and end user training.

Estelle has an MBA from Columbia Business School and a Master’s Degree in Computer Science from EPF Ecole d’Ingénieurs.

Clay Engel, PMP, Manager, Energy & Utilities, West Monroe Partner, Clay has over 10 years of utility industry experience. In this role, he has supported major utility clients in Distributed Energy Resource Management & DERMS strategy, Electric Vehicle programs, and AMI & advanced billing technology deployments.

Prior to joining West Monroe, Clay led the deployment of residential Demand Response programs at Consumers Energy, a large Michigan based IOU. In this role, he  was directly responsible for coordinating all internal and vendor resources to ensure the successful design, technology & program deployment, and ultimate customer adoption of & satisfaction with these offerings. This includes managing program deployment & operations in a highly-integrated Demand Response Management System (DRMS).

Clay’s strengths in strategic thinking, business acumen, project & program management, quickly synthesizing and distilling complex information, communication, and leadership skills allow him to identify innovative solutions to client’s challenges and to effectively lead complex, high visibility projects.

Clay earned both his Bachelors in Finance and M.B.A from Grand Valley State University.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time. 
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees

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