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Category: Seminars

Price: $1,995.00
Quantity: Dates:

AEE Members receive $200 discount on this seminar. Use discount code "SEM200" during checkout. To become an AEE member Click Here.

For information on team discounts, or to register your team for this seminar, CLICK HERE.

Note: Registering for the seminar does not automatically register you to take the CDSM exam. To complete the certification application process ($300 fee) and qualify to sit for the exam, or for more information on CDSM certification, CLICK HERE.


This course earns 2 CEUs, 20 PDHs and 4 AEE Credits toward Re-certification.


This program is a

U.S. Green Building Council
Green Building Certification Institute (GBCI) Credential Maintenance Program (CMP) Approved Training Course

USGBC's GBCI/CMP program facilitates access to high quality professional development courses to further enrich the knowledge and understanding of green building theory, techniques, and trends for building professionals. Each course is reviewed by third-party-trained reviewers and meets the criteria and guidelines established by the USGBC Professional Development Committee. This course qualifies for GBCI's Credential Maintenance Program (CMP) for LEED® professionals.

The Association of Energy Engineers is a Corporate Member of the U.S. Green Building Council (USGBC) and an approved EPP.

AIA Learning Units Eligible


This course has been approved by AIA for continuing education credits. The AIA requires that its registered architect members earn 18 Learning Unit (LU) hours of continuing education credit annually (eight hours of which must be related to Health, Safety, and Welfare topics and four of those eight in Sustainable Design) to remain in good standing. Architectural boards in 40 states, 10 Canadian Provinces, and 19 countries have implemented mandatory continuing education (MCE) for re-licensure.

The Association of Energy Engineers is an approved training provider within the American Institute of Architects (AIA) Continuing Education Systems (CES) Registered Provider program.

This three-day live seminar will not be offered again during the current calendar year. However, you may wish to consider hosting an inhouse CDSM training course at your own location by contacting 770-279-4391. Or for information about the available online version of the CDSM training seminar, CLICK HERE for details.


This 3 day program is designed to provide the specific training needed by professionals preparing to sit for AEE's Certified Demand Side Manager (CDSM) certification exam. The program provides a comprehensive understanding of the entire demand side management and response process for those who are involved in developing, implementing, managing, or working on DSM programs. Topics include

  • Understanding the drivers behind the need for DSM
  • Designing new DSM programs
  • The cost components as well as financial and business impacts of DSM programs
  • Justifying new DSM programs and assuring their cost effectiveness
  • Meeting customer as well as regulatory requirements, and more

As more and more demand side management programs are being implemented by utilities, states, and government entities, having a comprehensive and broad understanding of all of the critical facets of such programs is vital for those involved in directing, managing, administering, and supporting them. This comprehensive, one-of-a-kind seminar is designed to provide this necessary knowledge, as well as to serve as a preparatory vehicle for those seeking to achieve CDSM certification.

The CDSM exam will be administered on the morning following Day 3 of each seminar -- only to those who have qualified in advance to sit for the exam by submitted a completed CDSM application and fee.

For instructions on obtaining your CDSM application or for further information on the CDSM program, visit


This program offers a powerful training and career-enhancing opportunity for those who are responsible for knowing, facilitating, or administering DSM programs. The following professionals will especially benefit from attending this training and certification preparatory seminar:

  • DSM Program Managers/Administrators/Coordinators
  • Utility Regulatory Team Members
  • DSM Analysts
  • Regulatory Specialists
  • State or Public Regulators
  • Public Purpose Program administrators
  • Conservation and Energy Efficiency Analysts
  • Utility DSM Program administrators / coordinators
  • Resource Managers
  • DSM Program Inspection Analysts
  • DSM Program Design Analysts
  • DSM Program Impact Engineers/Analysts
  • DSM Consultants and Vendors


Introduction / History of DSM

Factors That Push for DSM Programs

Perspectives of DSM Programs

Understanding the Finances of DSM Programs
• Bid based markets
• Wholesale pricing
• Energy pricing
• No load pricing
• Reactive load pricing
• NPV analysis

Rate Making Methodology

The Overall Process of Making DSM Programs
• Steps of the process
• Filing process
• Filing precautions and strategies
• DSM program approval

Designing DSM Programs
• Types
• DSM program costs
• Making the program manageable
• Estimating participation
• Balancing the program with other corporate goals
• Utility revenue (coupled and decoupled)
• Pitfalls of some, how it may be a double negative
• Supporting technologies

Validating DSM Programs
• Total resource cost (TRC)
• Rate impact test (RIM)
• Participant test
• Program administration test
• Acceptable data and precautions (utility in-house, purchased)

Implementing and Managing DSM Programs
• Responsibilities
• Policies and documentation
• Use of contractors
• Effective planning
• Program adjustments, changes, retirement
• Audits and responses
• Regulatory reporting

Measurement and Verification
• Initial M&V
• Ongoing M&V
• Measuring program effectiveness
• Effective reporting

Current Market Issues and Trends
• DSM changers
• Legislative or regulatory
• Building codes
• Leveraging the smart grid
• Portfolio standards

4 Hour Hands-on Workshop


MARK R. ROCHE, C.E.M., B.E.P., C.E.P., C.E.A., currently serves as commercial energy management supervisor for Tampa Electric Company, and brings to this program more than 25 years experience in power generation, energy delivery, energy management, utility marketing, and customer service. He served in the U.S. Navy for 12 years onboard two submarines in their reactor control divisions, and since departing the Navy has held a number of leadership roles with investor-owned electric utilities. He has direct experience in electric utilities teams covering energy management, load management, distribution power quality, field operations, distribution control center operations, grid management, and other related operations. Mr. Roche is also a core instructor for AEE's Business Energy Professional (BEP) certification training seminar, is current chair of the BEP board, and a member of AEE's CEM board.

RICHARD J. COSTELLO, P.E., C.E.M., C.D.S.M., C.L.E.P., is president Acela Energy Group, an energy consulting firm specializing in energy procurement and load management, as well as energy conservation training and auditing. He was previously founder and president of Westwood Energy Group. Mr. Costello brings to this program broad experience in the fields of energy conservation, load management and utility services, as well as negotiations and agreements related to power, natural gas, and tariffs. He also conducts energy procurement and management-related seminars nationwide for AEE and has participated in the development of AEE's Certified Energy Procurement (CEP) Professional program.


Note: Fees shown are for seminar only and apply to continental U.S. courses listed above only. Application for an AEE certification and exam requires a separate fee. Registering for the seminar does not automatically register you to take the associated AEE exam. Are you registering multiple attendees? You may be eligible for Team Discounts up to $100 per attendee (US only) **How to qualify for team discounts.


Note: Below are standard seminar hours. Please refer to your registration confirmation letter to confirm actual seminar hours for the program for which you have registered.

and Onsite Registration Day 1: 8:00 am
Seminar Hours Day 1: 8:30 am - 5:00 pm
Seminar Hours Days 2 and 3: 8:00 am - 4:30 pm
Exam on Morning Following Seminar: 8:00 am - 1:00 pm
(separate pre-application required to sit for exam)




For assistance or questions pertaining to your seminar registration, please contact the registrar directly during the hours of 10:00 am -5:00 pm (eastern time U.S.) at (770) 925-9633, or email her at