Energy Trust of Oregon

421 SW Oak St., Suite 300, Portland, OR 97204

1.866.368.7878 503.546.6862 fax

energytrust.org

2011 Annual Report to the 

Oregon Public Utility Commission

ENERGY TRUST OF OREGON 

APRIL 16, 2012

UPDATED DECEMBER 21, 2012
2011 Annual Report to OPUC Page 2 of 59 April 16, 2012

Updated December 21, 2012

Table of Contents Page

From the Executive Director: 2011 in Review 3

I 2011 Activity at a Glance 5 

II Background, Mission and Goals 7

III Highlights of 2011 Activities 8

IV Revenues and Expenditures 15

V Savings and Generation 17

VI 2011 Performance Measures 20

Appendix

Energy Trust Program Descriptions 22

NW Natural Industrial Demand-side Management Program 25

2011 Energy Trust of Oregon Board of Directors 26

Board Development Guidelines 31

2011 Advisory Council Members and Meetings 32

2011 Customer Service Data 34

2011 Utility Activities Supported by SB 838-authorized Funding 37

Energy Trust of Oregon 2011 Annual Report NW Natural Washington 49

2011 Electric Efficiency Results for SB 1149 and SB 838 Funds 59

Energy Trust 2011 Audited Financial Statement Attachment
2011 Annual Report to OPUC Page 3 of 59 April 16, 2012

Updated December 21, 2012

FROM THE EXECUTIVE DIRECTOR: 2011 IN REVIEW

I am pleased to submit this comprehensive report to the Oregon Public Utility Commission summarizing 

Energy Trust of Oregon 2011 annual results. This is our 10th annual report to the OPUC, having 

observed our 10-year anniversary of delivering incentives and services to Oregonians in March 2012. 

Each successive year Energy Trust has engaged more customers, expanded opportunities to capture 

cost-effective energy savings and develop new renewable generation, and provided significant clean 

energy resources and benefits for Oregonians. 

These 2011 results are noteworthy for several reasons. Mid-year changes to Oregon’s Business Energy 

Tax Credit led to uncertainty for commercial and industrial customers considering energy-efficiency 

investments. Recognizing the need to keep energy-saving projects moving forward, Energy Trust worked 

closely with our affiliated utilities—Portland General Electric, Pacific Power, NW Natural and Cascade 

Natural Gas—to serve customers, providing carefully designed incentives to ensure completed projects. 

Throughout 2011, we continued to develop a diverse portfolio and range of investment strategies to meet 

customer needs—from no- and low-cost behavior change and energy management programs for all types 

of customers, to support for equipment upgrades and deep retrofits for homes and commercial buildings, 

to process efficiency and equipment solutions for industry and agriculture. Customers stepped up and 

participated in Energy Trust programs in record-breaking numbers, electing to manage their energy 

usage differently and to save money. This combination of diverse opportunities and responsive strategies 

resulted in savings that surpassed expectations and soundly exceeded our 2011 stretch goals for both 

electric and gas, delivering 46.9 average megawatts of electric savings and 5.4 million annual therms of 

gas savings.

Our continued investment in renewable energy led to remarkable results. With support from Energy Trust, 

Oregonians installed nearly 1,500 solar electric and solar water heating systems in 2011—a new annual 

record and triple the number installed just two years ago. Driven by declining solar prices, new ownership 

models and community initiatives, customer interest in solar was unprecedented throughout the year. 

Energy Trust adjusted its program strategy by reducing incentives to manage demand and ensure 

continuous funding. With our help, other renewable energy development continued in the midst of 

uncertainty around available state tax credits. As 2012 begins, we have a robust portfolio of biopower, 

geothermal, hydropower and wind projects identified for completion. 

The clean energy investments Energy Trust makes deliver direct benefits to participants, as well as 

environmental and economic benefits for all of Oregon. In 2011, utility bill savings for participating 

customers exceeded $230 million. Since 2002, Energy Trust has helped participating customers save $1 

billion on their utility bills and keep nearly seven million tons of carbon dioxide out of the atmosphere. Our 

work continues to support a network of 2,400 trade ally contractors, program allies and other 

representatives in communities across Oregon. These local businesses leverage Energy Trust 

incentives—strengthening existing markets and industries, keeping dollars in Oregon and sustaining jobs. 

We achieve these results because of our dedicated volunteer board of directors and advisory council 

members, engagement of the Oregon Public Utility Commission, active utilities and stakeholders, talented 

contractors and the many individuals, businesses and organizations championing energy efficiency and 

renewable energy investment. We appreciate the shared knowledge and commitment of those who have 
2011 Annual Report to OPUC Page 4 of 59 April 16, 2012

Updated December 21, 2012

worked in tandem with us to build Oregon's new energy future. With a strong foundation beneath us, we 

are ready to deliver the next decade of clean energy resources and benefits for Oregonians.

Margie Harris, Executive Director
2011 Annual Report to OPUC Page 5 of 59 April 16, 2012

Updated December 21, 2012

1.5

6.0

3.7

0

1

2

3

4

5

6

7

YTD

Generation (aMW)

Renewable Energy

0

20

40

60

80

100

120

140

160

180

YTD

Expenditures (millions)

Total

$138.6

$161.6

0

5

10

15

20

25

30

YTD

Expenditures (millions) Renewable Energy 

$18.0

$28.4

$4.0

$5.5

0

1

2

3

4

5

6

YTD

Expenditures (millions)

Administrative 

0.00

20.00

40.00

60.00

80.00

100.00

120.00

140.00

YTD

Expenditures (millions)

Energy Efficiency 

$116.5

$127.6

I 2011 ACTIVITY AT A GLANCE

Savings and Generation

5.4

5.2

4.4

0

1

2

3

4

5

6

YTD

Savings (annaul therm millions) Gas Efficiency

46.9

44.3

37.7

0

10

20

30

40

50

YTD

Savings (aMW) Electric Efficiency

Energy Savings

Stretch goal

Conservative goal

46.9

44.3

37.7

0

10

20

30

40

50

YTD

Savings (aMW)

Electric Efficiency

Energy Savings

Stretch goal

Conservative goal

2002-2011 Progress toward 2014 goals 

Expenditures $117

$128

0

20

40

60

80

100

120

140

YTD

Expenditures (millions)

Energy Efficiency 

Actual Budget
2011 Annual Report to OPUC Page 6 of 59 April 16, 2012

Updated December 21, 2012

Residential activity in 2011

New homes 1,444

New manufactured homes 131

Weatherization retrofits 10,888

Single-family site-built 6,703

Manufactured or mobile 4,185

Solar electric installations 1,202

Home Energy Reviews 6,060

Total Sites 18,392

Heating systems 4,154

Water heaters 2,132

Solar 110

High efficiency products 46,218

Washing machines 23,124

Dishwashers 1,259

Refrigerators 21,835

High efficiency lighting* 1,001,601

Refrigerators, freezers recycled 23,643

Energy Saver Kits sent 63,070

Total Other Activity 139,217

* Lighting excluded from totals

Commercial activity in 2011

High-efficiency new buildings 304

Solar 161

Solar water heating installations 33

Solar electric installations 128

Retrofits 3,552

Institution/government 12

Lodging 115

Multifamily buildings 511

Offices 590

Restaurants 306

Retail 579

School/college 182

Other commercial 1703

Studies 202

Industrial/agricultural activity in 2011

Projects with savings 983

Custom capital1 155

Custom O+M2 50

Strategic Energy Management (SEM)3 18

Industrial lighting 329

Small industrial4 162

Prescriptive5 269

Studies 138

1

Top improvements are compressed air system 

improvements, process upgrades

2 Equipment modifications to improve efficiency

3 Savings from no-cost or low-cost operational steps 

(i.e., turning off equipment when not in use) identified 

through trainings in Strategic Energy Management 

approaches/disciplines

4

Targets users with gas or electric costs under 

$25,000/year; top improvements are irrigation system 

improvements, compressed air system improvements, 

HVAC

5

Top improvements are sprinklers, replacement gaskets, 

nozzles 

Renewable Energy activity in 2011

Biopower projects --

Solar electric installations 1,331

Residential 1,202

Commercial 129*

Other renewable programs 12

Wind projects 12

Hydro projects --

Geothermal projects --

Total 1,343

* Includes the 2.85 MW enXco facility

Other activity in 2011

Calls 42,275

Website visits 543,058

info@energytrust.org inquiries 1,474

Customer complaints 23

Trade ally roundtable meetings 15

 Attendance 785

News stories in print, broadcast 569
2011 Annual Report to OPUC Page 7 of 59 April 16, 2012

Updated December 21, 2012

II BACKGROUND, MISSION AND GOALS 

A. Background

Since March 2002, Energy Trust has invested public purpose funds from utility customers to help 

Oregonians benefit from energy-efficiency improvements and renewable energy generation. We are 

funded by and provide services to Oregon customers of Portland General Electric, Pacific Power, 

NW Natural and Cascade Natural Gas, and to NW Natural customers in southwest Washington.

An independent 501(c)(3) nonprofit organization, Energy Trust serves the residential customers and most 

commercial and industrial customers of our affiliated utilities. We offer technical and other assistance and 

financial incentives, helping customers derive direct benefits from clean energy investments. Four of our 

eight programs are managed internally, while four—two each in the residential and the commercial 

efficiency programs—are competitively bid and managed by contractors. For most programs, Energy 

Trust services are provided by specialized local businesses linked in a network of more than 2,400 trade 

ally contractors, other allied professionals and participating retailers from throughout the state. 

Our work is shaped by two advisory councils comprised of stakeholders and is led by an independent,

diverse board of directors whose members volunteer their time and expertise. Via contract with the 

Oregon Public Utility Commission, we comply with minimum performance measures, reporting and other 

requirements it establishes to guide our operations and results. Our inclusive and transparent approach 

includes open meetings and published agendas, minutes, evaluations, budgets and financial statements. 

Each year, as part of developing the next year’s budget and action plan, we establish goals for electric 

and natural gas energy savings and for renewable energy generation. These goals are expressed as a 

range bounded by a conservative goal and a stretch goal for overall energy efficiency and renewable 

generation results and for specific programs. Our goals align with the integrated resource plans, or IRPs, 

established by each of our collaborating utilities and acknowledged by the OPUC.

B. Purpose Statement

Energy Trust provides comprehensive, sustainable energy efficiency, conservation and renewable energy 

solutions to those we serve. 

C. Vision Statement 

Energy Trust envisions a high quality of life, a vibrant economy and a healthy environment and climate for 

generations to come, built with renewable energy, efficient energy use and conservation. 

D. 2014 Strategic Plan Goals

1. Save 479 average megawatts of electricity.

2. Save 34.7 million annual therms of natural gas.

3. Produce 124 average megawatts of electricity from new renewable generation. 
2011 Annual Report to OPUC Page 8 of 59 April 16, 2012

Updated December 21, 2012

III HIGHLIGHTS OF 2011 ACTIVITIES

A. General highlights

Annual results

 2011 annual results exceeded stretch savings goals for both electric and gas efficiency and 

exceeded Oregon Public Utility Commission performance metrics, even with a continued weak 

economy and mid-year reductions in state energy tax credits. Energy Trust met or exceeded 

contract goals for its four collaborating utilities—PGE, Pacific Power, NW Natural and Cascade 

Natural Gas. 

 The market responded to bonus incentive offers in the commercial and industrial sectors. 

Energy Trust designed bonus incentives to partially fill the funding gap left after cutbacks in the 

Oregon Business Energy Tax Credit, a strategy that kept projects moving.

 Electric efficiency projects completed in 2011 saved 46.9 average megawatts of electricity at 

a levelized cost of 2.9 cents per kilowatt hour. This savings is 6 percent above the 2011 stretch 

goal and 24 percent over the conservative goal. Compared to 2010, 2011 electric savings are

greater by 3 percent. At 2.9 cents per kilowatt hour, the levelized cost of obtaining such high 

savings was below the Oregon Public Utility Commission’s performance benchmark of 3.5 cents 

per kilowatt hour.

 Gas efficiency projects completed in 2011 saved more than 5.4 million annual therms of 

natural gas at a levelized cost of 35 cents per therm. Gas savings exceeded the 2011 stretch goal 

by 4 percent and the conservative goal by 23 percent. Gas results for 2011 are 17 percent higher 

than 2010 gas savings. At 35 cents per annual therm, the levelized cost of 2011 gas savings is 

lower than the OPUC benchmark of 60 cents per therm.

 Every Energy Trust energy efficiency program met electric and gas goals for 2011. More 

programs met or exceeded stretch goals than in any past year. 

 Electric and gas efficiency savings, averaged over three years, exceeded Oregon Public 

Utility Commission performance measures, as did annual levelized life-cycle costs.

 Renewable energy programs installed a record-breaking number of solar electric systems in 

2011 and achieved a total 1.48 average megawatts in new generation across all programs.

Thanks to a robust pipeline, renewable energy installations in 2012 are expected to produce the 

highest generation in four years.

 Energy Trust maintained low administrative costs at 5 percent of total revenue, in full 

compliance with the OPUC performance measure of 11 percent. 

 Energy Trust obtained an unqualified financial audit and strong customer satisfaction

ratings in 2011, satisfying additional OPUC performance requirements.

 Energy Trust continued supporting pilots testing innovative financing and enhanced service 

approaches, including Clean Energy Works Oregon and Cool Schools, in collaboration with the 

Oregon Department of Energy.

 During 2011 more than 2,400 Oregon trade ally contractors, other allied professionals and 

retailers participated in Energy Trust’s trade ally network, many of them small businesses 

sustained by their association with Energy Trust. 

 Participating Oregon utility customers saved $233 million in 2011 on utility bills.
2011 Annual Report to OPUC Page 9 of 59 April 16, 2012

Updated December 21, 2012

 In 2011 the net economic impacts of Energy Trust expenditures, energy savings and 

renewable energy generation included $58 million in wages, $17 million in income to small 

business owners, and 1,200 full- and part-time jobs.

Cumulative results 

 Since 2002, cumulative savings total 322 average megawatts of electricity and 23.2 million

annual therms of natural gas, equal to 67 percent of our 2014 electric and gas saving goals. 

(Total saved includes 20 average megawatts of savings from self-direct customers.)

 Since 2002, cumulative generation equals 104 average megawatts of renewable energy, 

approximately 84 percent of the 2014 goal of 124 average megawatts.

 Total electric savings and generation since 2002 represent enough clean energy to power 

nearly 320,000 Oregon homes. Total gas savings are enough to heat approximately 46,000 

Oregon homes with natural gas. 

 Since 2002, cumulative customer bill savings for participants total approximately $1 billion. 

 Cumulative, net economic impacts of Energy Trust energy savings and generation from

2002-2010 were estimated to equal $80 million in wages, $12 million in small business income 

and more than 2,500 jobs.1

 Air quality improvements stemming from Energy Trust investments have kept nearly seven

million tons of carbon dioxide out of the atmosphere, the equivalent of removing more than 1.2

million cars from Oregon roads for one year.

B. Residential sector highlights

 Combined residential sector savings exceeded the sector’s 2011 electric stretch goal by 8 

percent and met the 2011 gas stretch goal. 

 In 2011, Energy Trust, PGE and NW Natural sent six Personal Energy Reports to 60,000 

residential customers of both utilities as part of a behavior change pilot. Savings of 9.7 million 

kWh and 420,000 annual therms were claimed for the pilot. A billing history analysis will further 

verify or adjust these results. 

Existing Homes

 Existing Homes closed the year 12 percent ahead of the stretch electric savings goal and 3 

percent below the stretch gas savings goal.

 Savings within Reach, the program’s moderate-income offering, supported energy-saving 

upgrades in 448 homes in 2011, more than three times the number of homes weatherized in 

2010. Factors behind the growth include the increased number of households qualifying as a

consequence of the poor economy, and a matching incentive offer from Clackamas County. 

 Energize Clackamas matching incentives helped close 648 projects for the year—funded 

through a Clackamas County grant from the American Recovery and Reinvestment Act—in 

addition to incentives from Energy Trust. Energy Trust provided outreach materials and Home 

Energy IQ workshop materials used by Energize Clackamas to engage residents.

 The program supported weatherization retrofits for almost 11,000 homes, including 348

deep retrofits through the Home Performance with ENERGY STAR®track and 678 through Clean 

 

1 Source: ECONorthwest 2011. Economic impact numbers are in addition to what would have occurred without Energy Trust’s 

investment. Updated values including 2011 were not yet available. 
2011 Annual Report to OPUC Page 10 of 59 April 16, 2012

Updated December 21, 2012

Energy Works Oregon—which works with Energy Trust to demonstrate financing and other 

enhanced services for whole home energy retrofits.

2

 

 Savings from upgrades to existing mobile homes exceeded goals, largely due to high activity 

in Pacific Power territory, contributing 19 percent of Existing Homes electric savings for the year. 

 An incentive to stock high-efficiency tank water heaters, ENERGY STAR 0.67 energy factor, 

was effective in attracting distributors and building demand, with 428 units installed by consumers 

during the year. 

 Nearly 5,000 Home Energy Reviews were completed in 2011. This year the program began 

offering telephone-based Home Energy Reviews to serve customers needing simple guidance to 

act more quickly. Approximately 10 percent of the 5,000 reviews were provided via telephone. 

This total does not include an additional 2,500 individuals who completed an online home profile 

and received energy-saving suggestions. 

 More than 1,000 efficient gas hearths were installed in 2011, almost double the total in 2010. 

New Homes and Products

 New Homes closed the year above goals: 6 percent above the stretch electric savings goal 

and 12 percent above the stretch gas savings goal.

 The program issued Energy Performance Scores for 812 new homes, representing a market 

share of more than 25 percent of new homes built in 2011 in Oregon. The program issued its one 

thousandth EPS in March 2011, a milestone noted in news reports. 

 Lighting giveaways and a showerhead promotion through retail outlets and water districts 

leveraged savings. A partnership with PGE community offices led to placement of more than 

74,000 compact fluorescent light bulbs. 

 “Smart Homebuyer” advertising raised awareness of energy-efficient new homes through 

regional advertisements and an online “Smart Homebuyer” checklist.

 Incentives for retailers leveraged price reductions for more than 914,000 specialty CFLs and 

approximately 22,000 efficient showerheads. New retail collaborators in 2011 include the 

Rebuilding Center in Portland, Goodwill, Habitat for Humanity and Parr Lumber locations 

throughout the state.

 “Carry Home the Savings” launched successfully. Approximately 3,775 energy-saver kits 

were distributed through six food pantries in the Portland metro area. Outreach will extend 

statewide in 2012. 

 The “Oldest Fridge” contest in September drew media attention and helped drive the recycling 

of 4,742 refrigerators and freezers. Nearly 24,000 units were recycled in 2011, 6 percent above 

goal and 24 percent more than in 2010. 

C. Commercial sector highlights 

 Combined commercial sector savings exceeded the sector’s 2011 electric stretch goal by 3 

percent and gas stretch goal by 12 percent. 

 The fall bonus—designed to keep projects moving when faced with retroactive reductions in 

the Oregon Business Energy Tax Credit—had the desired result of driving savings in Existing 

Buildings, including in multifamily properties. 

 

2 Energy Trust totals vary from Clean Energy Works Oregon’s due to data entry timing.
2011 Annual Report to OPUC Page 11 of 59 April 16, 2012

Updated December 21, 2012

 At year end, all programs had strong pipelines of projects for 2012, representing as much as

45 percent of the 2012 stretch electric goal and 60 percent of the 2012 stretch gas goal.

Existing Buildings

 Existing Buildings ended 2011 3 percent below the 2011 stretch electric savings goal and 23 

percent above the stretch gas savings goal.

 The number of Existing Buildings projects in 2011 reached 3,552, exceeding 2010 by 37

percent. 

 Although the program began the year with few large custom projects in the pipeline, staff 

identified and closed stalled custom projects and helped customers implement new operations 

and maintenance services.

 The fall bonus was associated with 16 and 12 percent of Existing Buildings electric and gas 

savings, respectively. Projects receiving the bonus included custom controls, lighting, custom 

HVAC, chillers and—for multifamily properties—weatherization upgrades. 

 Rooftop unitary HVAC tune-ups accounted for 29 percent of gas savings for 2011.

 The program raised market awareness of 2012 federal lighting standards through ongoing 

communications with trade allies, higher incentives for T12 to T8 conversions and the release of a 

comprehensive lighting pilot. The pilot, a collaboration with the Northwest Energy Efficiency 

Alliance, promotes integrating daylighting and occupancy/light level controls into lighting designs.

 In multifamily properties, direct-install measures (showerheads, CFLs and faucet aerators) 

along with prescriptive weatherization and common-area lighting contributed a large share of 

savings. The number of custom HVAC studies in 2011 increased—eight in 2011 compared to no 

more than two per year in recent years—and are expected to lead to more custom HVAC projects 

in 2012 and beyond. 

 Relationships established with top multifamily property managers and affordable housing 

agencies allowed the program to gain access across their portfolios, more efficient than 

approaching owners and managers site by site.

 A City of Salem Energy Efficiency and Sustainability Technology (EEAST) commercial 

project completed. Salem applied federal American Recovery and Reinvestment Act funds to 

offer low-interest loans for commercial lighting efficiency upgrades serviced by West Coast Bank. 

Only one project participated, receiving $5,000 in Energy Trust incentives to reduce the amount 

of the loan.

 Existing Buildings began enrolling participants in two Strategic Energy Management pilots 

during the latter part of 2011. Commercial Energy Improvement will engage a cohort of building 

operators, while Integrated Energy Management will be provided to individual companies. 

 The Building Performance Tracking and Control System pilot was released to test the 

viability of a technology-based approach to achieving operational savings in the commercial 

sector.

New Buildings

 New Buildings finished the year 30 percent above the stretch electric savings goal and 7

percent below the stretch gas savings goal.
2011 Annual Report to OPUC Page 12 of 59 April 16, 2012

Updated December 21, 2012

 New Buildings closed 288 projects in 2011. The program did not offer a bonus incentive in 

response to reductions in state tax credits because many buildings had applied for tax credits 

prior to construction and before the tax credit cutoff date of April 15, 2011.

 Projects under 70,000 square feet represented 84 percent of all 2011 projects—31 percent of

electric savings and 46 percent of gas savings. Conversely, projects over 70,000 square feet 

represented 69 percent of electric savings and 54 percent of gas savings. 

 Top projects for 2011 include a data center, a data center warehouse conversion, a LEED®-

certified public housing project, a LEED-certified military facility, a LEED Gold mixed-use high 

rise, a new large retail building and a large hospital.

 Newly enrolled projects set a record at 415 projects for the year, of which 84 closed in 2011

and the remainder support a strong pipeline for 2012.

 New Buildings projects permitted under the 2010 commercial code, which increased 

baseline efficiency requirements by 15 percent, accounted for 8 percent of 2011 electric savings 

and 9 percent of 2011 gas savings. These numbers are expected to increase as the market 

transitions to the new code over the next two years. 

 The program provided $137,600 in early design incentives to support 42 projects required to 

meet the more stringent 2010 energy code. These incentives are expected to result in 2012 

savings for the program and required only 3 percent of the 2011 incentive budget. 

 Six Path to Net Zero buildings were completed in 2011, totaling approximately 440,000 

kilowatt hours and 5,200 annual therms. 

 Two small commercial pilot projects closed in 2011, saving approximately 168,000 kilowatt 

hours and 7,500 therms.

 The program added 60 new program allies in 2011, broadening the program to serve new 

customers with a wider array of expertise. The allies include architects, engineers, green building 

consultants and developers. Six trainings were delivered to the new allies emphasizing high 

efficiency design strategies and how to make the financial case for building green. 

 During 2011, 71 education projects received nearly $950,000 in incentives. Projects include 

36 K-12 schools, 16 community colleges and 19 college and university projects. 

D. Industry and agriculture sector highlights

Production Efficiency

 Industrial sector savings in 2011 met 99 percent of the stretch electric goal and exceeded the 

stretch gas goal by 19 percent.

 The volume of projects closed in the last two weeks of the year far exceeded previous 

years, reflecting the impact of the fall bonus incentive offer. To be eligible, projects had to 

complete by December 15, allowing the program two weeks to process incentives, log savings, 

and close projects before year end. The bonus successfully overcame the market effects of the 

retroactive Business Energy Tax Credit sunset. 

 The annual number of projects grew for the third straight year to 983 in 2011, increasing 23

percent over 2010. The growth was influenced by the high volume of trade ally-driven small 

industrial and lighting initiatives, in addition to the fall bonus. Custom track studies decreased by 

25 percent, as program staff promoted more direct-to-offer projects with streamlined savings 

analysis for simpler custom improvements.
2011 Annual Report to OPUC Page 13 of 59 April 16, 2012

Updated December 21, 2012

 Strategic Energy Management efforts accounted for 20 percent of 2011 electric savings and 

12 percent of gas savings. These initiatives included Industrial Energy Improvement, Kaizen Blitz 

and—new in 2011—Refrigeration Operator Coaching, ROC. While Kaizen Blitz is a stand-alone 

service to an individual site focused on refrigeration systems, ROC applies a cohort-based model. 

The first cohort in ROC, including engineers and technicians from five food processing and cold 

storage facilities, completed a six-month mentored training in fall 2011. Altogether, 22 plants 

participated in Strategic Energy Management offerings in 2011. 

 The NW Natural industrial demand-side management pilot ended in February. Started in 

mid-2009, the pilot was successful in achieving highly cost-effective gas savings from industrial 

and large commercial customers that were not previously eligible for Energy Trust programs. A 

new agreement with NW Natural in spring of 2011 formally ended the pilot and enabled the 

transition of service for these eligible customers into the standard industrial and commercial 

programs. 

 Custom operations and maintenance projects remained a significant source of savings in 

2011, providing 10 percent of electric savings and 4 percent of gas savings. The 90 x 90 O&M 

incentive, which pays 90 percent of implementation costs for low-cost O&M measures completed 

within 90 days, proved effective in motivating customers to take swift action to reduce energy 

waste in their operations. 

 Custom capital projects accounted for 35 percent of 2011 electric savings and 43 percent of 

2011 gas savings, the program’s historic primary source of savings. The growth of other program 

offerings such as industrial lighting, Strategic Energy Management and O&M have decreased the 

overall proportion of custom capital projects. Despite that, custom capital projects still represent 

the largest savings potential for the sector, and the custom approach to program delivery remains 

a best practice in working with industrial customers with unique process efficiency opportunities. 

E. Renewable energy highlights

 Renewable energy programs installed 1.48 average megawatts of generation in 2011, less 

than half the annual conservative goal. The shortfall resulted in part from the shift of projects into 

2012 after the Oregon Legislature extended the completion deadline to obtain a Business Energy 

Tax Credit. Another factor was cancellation of an incentive for a landfill gas project that no longer 

had above-market costs. 

 The pipeline for 2012 is robust with 11 approved projects with a combined 9.8 megawatt 

capacity and representing approximately $10 million in incentives. Anticipating high demand for 

biopower, geothermal, hydro and custom wind incentives in Pacific Power territory, staff developed 

a competitive process for allocating 2012 funds from Pacific Power. 

Solar Electric 

 More than 1,300 residential and commercial solar electric projects were installed in 2011, 

totalling more than 8 megawatts of installed capacity and reaching a new annual record.

 Community-led group purchase efforts in Beaverton, Portland, Pendleton, Hillsboro and 

Salem accounted for 24 percent of 2011 residential solar electric projects. Compared to 2010, the

2011 “Solarize” efforts represented a smaller share of the total solar market, as the drop in 

market prices for solar attracted more individual buyers. 
2011 Annual Report to OPUC Page 14 of 59 April 16, 2012

Updated December 21, 2012

 The residential solar leasing model took hold in Oregon in 2011. Lease providers included

national businesses SolarCity, Sunrun and CitizenRE along with a local company, Energy 

Unlimited. Leased systems qualify for Energy Trust incentives. 

 The largest ground-mounted solar project in the Pacific Northwest, the 2.85 megawatt 

enXco project, came on line in October. Located on two Willamette Valley sites near Salem, the 

project is expected to generate more than 0.3 average megawatts annually. 

 Groundbreaking for the 1.75 megawatt “Solar Highway” installation at the Baldock Safety 

Rest Area on I-5 south of Wilsonville was celebrated in fall 2011. The project will complete in 

2012.

 A 5 megawatt solar electric project was approved for an incentive by the board in December. 

This ground-mounted solar array will be located in sunny Christmas Valley and will track the sun 

to increase production by 20 percent. Slated to become the largest Oregon solar electric 

installation, the project is expected to begin delivering energy to PGE by year-end 2012. 

 In 2011, $5.6 million in incentives were committed to 355 residential and commercial solar 

electric projects, totaling 4.2 megawatts of capacity, that will be installed in 2012.

Biopower 

 Biopower projects approved in 2011 comprise a strong pipeline for 2012 and beyond. They

include:

- A $2 million incentive for Green Lane Energy, a 1.6 megawatt installation using methane 

from agriculture and food processing waste.

- $1 million incentives each for two 500-kilowatt dairy digesters being developed by 

Revolution Energy Solutions, one in PGE territory and the other in Pacific Power territory.

- A $70,000 incentive for a 100-kilowatt project involving gasification of woody biomass at 

the Wallowa Integrated Biomass Energy Center.

- A $450,000 incentive for a 195-kilowatt project at Pendleton’s wastewater treatment 

facility. 

- A $450,000 incentive for a 750-kilowatt project at Medford’s wastewater treatment facility. 

 The Biopower and Production Efficiency programs collaborated with the Association of 

Clean Water Agencies to develop the second annual energy management training program, 

providing management tools to help 12 wastewater treatment plants implement clean energy 

strategies.

 Extension of the Oregon Biomass Producer Collector tax credit through 2017 for biomass 

producers and collectors may stimulate projects using dairy manure and woody biomass for 

energy production.

Other Renewables

 Twelve small wind projects, totaling 413 kilowatts of capacity, were completed in 2011. Three 

additional small wind projects with total capacity of 40 kilowatts were approved in 2011 for 

completion in 2012.

 Funding was committed for two hydro projects: $490,000 for the 1.1 megawatt C-Drop 

hydroelectric project in the Klamath Irrigation District, scheduled to complete in 2012; and $1 

million for the 700-kilowatt Three Sisters Irrigation District project, scheduled to complete in 2013. 
2011 Annual Report to OPUC Page 15 of 59 April 16, 2012

Updated December 21, 2012

 Energy Trust staff spearheaded the creation of the Interstate Turbine Advisory Council, a 

group of wind program managers from around the country who are cooperating in the formation 

of a shared list of small turbines eligible for incentives.

 Energy Trust provided development assistance for eight small hydro projects, including 

feasibility studies, permitting assistance and resource assessments. 

 Three geothermal projects received commitments of financial support from Energy Trust for 

feasibility assessments.

IV REVENUES AND EXPENDITURES

 Received $132.4 million in Oregon public purpose and incremental revenues during 2011. 

 Invested $138.6 million (including carryover funds from prior years), 13 percent more than in 

2010. 

 Paid more than $81.3 million in incentives for energy-efficiency and renewable energy projects.

A. Revenues

Oregon public purpose revenues for 2011 were below budget by $2 million, or 1.5 percent.

*Incremental revenues are those authorized under SB 838 to support capturing additional cost-effective energy efficiency savings.

B. Expenditures

Electric efficiency spending was below budget by $18.3 million for 2011, or 15 percent. Gas expenditures 

for 2011 were $4.7 million, or 22 percent, below budget. As presented in section V, electric and gas 

savings both exceeded stretch goals, suggesting a lower cost per unit of energy saved than had been 

budgeted. Renewable energy program spending was $10.4 million below budget for the year, as several

projects shifted into 2012 and a landfill gas project was able to complete without additional help from 

Energy Trust. 
2011 Annual Report to OPUC Page 16 of 59 April 16, 2012

Updated December 21, 2012

C. Incentives paid
2011 Annual Report to OPUC Page 17 of 59 April 16, 2012

Updated December 21, 2012

V SAVINGS AND GENERATION

A. Electric efficiency savings

In 2011, electric efficiency programs saved 46.9 average megawatts, 6 percent more than Energy Trust’s 

2011 stretch goal of 44 average megawatts. Since March 1, 2002, these programs have cumulatively 

saved 322 average megawatts, including 20 average megawatts of savings from self-direct customers—

representing 67 percent of Energy Trust’s strategic 2014 goal.

3

This is equivalent to powering 233,500

Oregon homes for a year. The 46.9 average megawatts were acquired at a levelized cost of 2.9 cents per 

kilowatt hour.

B. Gas efficiency savings

In 2011, gas efficiency programs saved 5.4 million annual therms of natural gas, 4 percent more than

Energy Trust’s 2011 stretch goal of 5.2 million annual therms. Since gas programs began in 2003, 

cumulative savings of 23.2 million annual therms have been realized, accounting for 67 percent of the 

2014 goal of 34.7 million annual therms. This is equivalent to providing gas heat to about 45,700 homes

for a year. The 5.4 million annual therms were acquired at a levelized cost of 35 cents per therm.

NW Natural

Cascade 

Natural Gas

Therms Therms

Commercial 1,856,689 219,045 2,075,734 $ 7,179,065 32 ¢ 

Industrial 945,507 87,009 1,032,517 $ 2,040,390 19 ¢ 

Residential 2,161,940 137,053 2,298,994 $ 12,125,466 44 ¢ 

Total Gas Efficiency Programs 4,964,136 443,108 5,407,244 $ 21,344,921 35 ¢ 

2011 Gas Efficiency Savings

Total Savings 

Therms Expenses

Levelized 

Cost/Therm

 

3 Savings from self-directed efficiency projects count toward the goal of achieving 479 average megawatts of electric savings by 

2014. To date, 20 average megawatts of savings have been achieved by industrial consumers via self-directed funding. Electric 

savings also include transmission and distribution savings. 
2011 Annual Report to OPUC Page 18 of 59 April 16, 2012

Updated December 21, 2012

C. Renewable energy generation 

Total renewable energy generation totaled 1.5 average megawatts for the year, short of Energy Trust’s 

conservative goal of 3.7 average megawatts.

4 Changes in allocations of the state’s Business Energy Tax

Credit kept several large projects from moving forward in 2011. Most of the expenditures were for solar 

electric projects (Solar program expenditures plus $3.3 million for the enXco project, budgeted in Other 

Renewables), which are generally higher in cost compared to wind, hydro and biopower projects. To date, 

cumulative renewable energy generation totals 104 average megawatts, or 84 percent of the 2014

generation goal of 124 average megawatts.5

D. Progress toward annual efficiency goals by fuel type 

Goal % Achieved

2.9 ¢ Conservative 37.69 aMW 124%

per KWh

Stretch 44.35 aMW 106%

35.0 ¢ Conservative

4,403,118.15 

therms 123%

per therm

Stretch

5,180,139 

therms 104%

Levelized 

cost

Energy Trust Annual Goal

Electric $98,671,715 46.89 aMW

Natural Gas $21,344,921 5,407,244 

therms

Expenditures Savings

 

4 The conservative goal for 2011 renewable energy generation was 3.7 average megawatts. The 1.5 average megawatts of 

generation installed in 2011 is associated with expenditures made in 2011. An additional 3.9 average megawatts of generation was 

committed in 2011 to come on line in 2012 and beyond. 

5 Renewable energy generation numbers include transmission and distribution savings, where appropriate. 
2011 Annual Report to OPUC Page 19 of 59 April 16, 2012

Updated December 21, 2012

E. Progress toward annual efficiency goals by utility

Goal % Achieved Goal

% 

Achieved 

3.0 ¢ Conservative 24.8 aMW 114%

Per kWh Stretch 29.18 aMW 97%

2.7 ¢ Conservative 12.89 aMW 145%

Per kWh

Stretch 15.17 aMW 123%

34.1 ¢ Conservative

3,996,996 

therms 124%

Per therm

Stretch

4,702,348 

therms 106%

43.9 ¢ Conservative

406,122 

therms 109%

Per therm

Stretch

477,791 

therms 93%

Cascade 

Natural 

Gas

$2,222,957 443,108 

therms

391,753 

therms

113%

NW Natural $19,121,964 4,964,136 

therms

3,537,114 

therms 140%

Pacific 

Pow er $38,160,171 18.71 aMW 15.29 aMW 122%

Annual IRP Goal

Portland 

General 

Electric*

$60,511,544 28.18 aMW 31.34 aMW 90%

Expenditures Savings

Levelized 

Cost

Energy Trust 2011 Annual Goal

*Although annual savings are below the PGE 2011 IRP savings goal, Energy Trust met its contractual goals for PGE.

F. Electric efficiency results for SB 1149 and SB 838 funds

Energy Trust will complete the analysis of the allocation of savings and related costs to SB 1149 vs SB 

838 funding sources, along with the summary of SB 838 expenditures by utility, after April 16, 2012. We 

understand that this is after the due date for the 2011 Annual Report to the OPUC. However, current 

utility information-sharing agreements do not permit Energy Trust to access the participant energy 

consumption data necessary to determine accurately whether a project should be funded by SB 1149 (all 

sites using electricity from PGE or Pacific Power are eligible) or SB 838 (limited to sites using less than 

one average megawatt annually). Each year Energy Trust engages a third party to review data provided 

by utilities and determine the accurate status of each participant. That analysis will be completed midyear, after which time Energy Trust will issue an addendum to the 2011 Annual Report with the SB 1149 

and SB 838 tables. 

See Appendix, p. 37, for reports prepared by Pacific Power and 

Portland General Electric on utility activities funded through SB 838.

See Appendix, p. 59, for the 2011 electric efficiency results for SB 1149 and SB 838 

funds; information appended to the report December 21, 2012.
2011 Annual Report to OPUC Page 20 of 59 April 16, 2012

Updated December 21, 2012

VI 2011 PERFORMANCE MEASURES

The Oregon Public Utility Commission establishes minimum performance measures for Energy Trust in a 

variety of categories. Minimum savings and generation figures for energy-efficiency programs and 

renewable energy programs are set at an aggregated level rather than at an individual program or sector 

level. This allows Energy Trust to pursue different program strategies in the residential, commercial,

industrial and agricultural sectors as market forces and technological advances change. 

The following OPUC minimum performance measures apply to Energy Trust 2011 results.

Electric Efficiency Performance Targets

 Electricity efficiency savings of at least 31 average megawatts, computed on a three-year rolling 

average 

Exceeded, with 2009-2011 average annual electric efficiency savings = 40 average megawatts 

 Levelized life-cycle cost should not exceed 3.5 cents per kilowatt hour 

Well within requirement, with 2011 average levelized life-cycle cost = 2.9 cents per kilowatt 

hour

Natural Gas Efficiency Performance Targets

 Natural gas efficiency savings of at least 1.8 million annual therms, computed on a three-year 

rolling average

Exceeded, with 2009-2011 average annual gas efficiency savings = 4.3 million annual therms

 Average levelized life-cycle cost should not exceed 60 cents per annual therm

Well within requirement, with 2011 average levelized life-cycle cost = 35 cents per annual 

therm

Renewable Resource Development Target

 Secure at least three average megawatts of new renewable resources per year, computed on a 

three-year rolling average

Fell short of target due to significant changes in Oregon tax credits available for renewable 

energy projects; achieved 2.47 average megawatts annually, on average, from 2009-2011

Financial Integrity

 Demonstrate financial integrity by obtaining an unqualified financial audit opinion annually 

Full compliance, with an unqualified financial audit opinion for 2011
2011 Annual Report to OPUC Page 21 of 59 April 16, 2012

Updated December 21, 2012

Program Delivery Efficiency

 Keep administrative and program support costs6below 11 percent of annual revenues

Well within requirement, with 2011 administrative and program support costs at 5.0 percent of 

annual revenues

Customer Satisfaction 

 Demonstrate reasonable rates of customer satisfaction with Energy Trust services

For the second year, Energy Trust conducted short telephone surveys of a sample of participants 

within a few weeks of project completion. 2011 results are:

Program

2011

Count % satisfied

Existing Buildings 273 92%

New Buildings 71 83%

Production Efficiency 184 91%

Existing Homes 1,851 90%

New Homes and Products* 782 91%

Solar 179 95%

*Only Home Products customers were surveyed in 2011

Energy Trust recorded 23 escalated customer complaints in 2011, eight fewer than in 2010, a 

very small number considering the tens of thousands of customers served. 

Benefit/Cost Ratios 

 Report benefit/cost ratios for larger conservation acquisition programs for 2011

7

Program

Combined Utility System

Benefit/Cost Ratio

Combined Societal 

Benefit/Cost Ratio

New Homes and Products 1.8 2.2

Existing Homes 2.3 2.1

Existing Buildings 2.6 1.6

New Buildings 3.0 1.8

Production Efficiency 3.2 2.3

NW Energy Efficiency Alliance 3.9 1.3

 

6 Program support costs are defined as all program costs except the following accounts: program management, program incentive, 

program payroll and related expenses, call center and program outsource services.

7 By law, Oregon public purpose funds may be invested only in cost-effective energy efficiency measures—that is, efficiency 

measures must cost less than acquiring the energy from conventional sources. Cost-effective programs therefore have a ratio 

greater than 1.0. 
2011 Annual Report to OPUC Page 22 of 59 April 16, 2012

Updated December 21, 2012

APPENDIX 

Energy Trust Program Descriptions

Existing Buildings. Helping the wide range of businesses in existing commercial buildings manage their 

energy costs requires an equally broad selection of technical services and financial incentives. Existing 

Buildings offers incentives for improvements including lighting, HVAC, controls, boilers, solar water 

heating, foodservice equipment and insulation, as well as customized solutions and operations and 

maintenance improvements. Technical services include energy surveys, project planning and technical 

analysis, contractor referrals, project facilitation and post-installation assistance. Multifamily property 

managers have a menu of offerings for financial and service incentives for both in-unit and common area 

improvements. Technical services include direct-installs of compact fluorescent light bulbs and faucet 

aerators in the tenant spaces as well as cash incentives for common-area lighting, appliances, insulation, 

windows and HVAC. Existing Buildings began in 2003 and is implemented by Lockheed Martin Services, 

Inc. 

New Buildings. This program provides incentives for energy-efficient design and equipment to support 

high-performance commercial new buildings and major renovations. Participants can leverage early 

design and technical assistance, installation incentives, commissioning and ENERGY STAR®postoccupancy incentives. Net-zero energy strategies are being tested through the Path to Net Zero pilot, 

which has enrolled 15 projects, including schools and public buildings. Strategies to help owners and 

developers of small-scale buildings are being tested through the Small Commercial Efficiency Pilot, which 

provides a prescriptive approach to achieve deep and predictable energy savings with simple, quick-todeploy approaches that meet tight construction timelines. New Buildings began in October 2003 and is 

implemented by Portland Energy Conservation, Inc.

Existing Homes. Homeowners and renters can take advantage of energy-saving recommendations, 

referrals to qualified trade ally contractors and cash incentives for qualified improvements including 

weartherization; electric, gas and solar water heaters; and heating equipment. The program supports 

market-based Home Performance with ENERGY STAR, a diagnostic assessment conducted by Building 

Performance Institute-certified contractors; Savings Within Reach, designed to provide greater assistance 

for individuals whose income falls between 186-250 percent of the federal poverty level; and energysaving opportunities for duplex through four-plex properties and manufactured home dwellings. The 

program offers a web-based home energy profile for residential customers, as well as phone-based and 

in-home energy reviews. Existing Homes supports referrals to Clean Energy Works Oregon, an initiative 

offering attractive financing and repayment options for comprehensive home retrofit projects. Existing 

Homes began in March 2003 and is implemented by Conservation Services Group.

New Homes and Products. New Homes seeks to expand the market share of energy-efficient homes in 

Oregon by creating homebuyer demand and training the contractors who build them. New homes Energy 

Trust supports receive an Energy Performance Score to guide homebuyers, just as a miles-per-gallon 

rating helps consumers shop for cars. The program provides builders with tiered incentives tied to 

increased efficiency levels and incentives for integrating solar. In addition to builders, the program works 

with architects and real estate professionals, and encourages the sale of energy-efficient manufactured 
2011 Annual Report to OPUC Page 23 of 59 April 16, 2012

Updated December 21, 2012

homes by local retailers. Products offers include cash incentives for purchase of ENERGY STAR qualified 

clothes washers, refrigerators, freezers, dishwashers, lighting and showerheads, and for the recycling of 

old refrigerators and freezers. The program also promotes the Change a Light, Change the World CFL

fundraiser for schools and nonprofits, delivers energy-saving kits through food pantries to their clients, 

and distributes showerheads through water bureaus and districts throughout the state. New Homes and 

Products began in April 2004 and is implemented by Portland Energy Conservation, Inc.

Production Efficiency. Industrial and agricultural businesses of all types and sizes look to Production 

Efficiency for technical services to help them identify electric and natural gas energy-efficiency 

opportunities and develop best-practice energy solutions for their facilities. Energy Trust engages highly 

skilled industrial energy engineers to advise Oregon businesses on how to make the most of 

opportunities to reduce energy-related operating costs while improving productivity, product quality and 

environmental performance. Production Efficiency provides cash incentives for capital projects, 

operations and maintenance efficiency improvements, and strategic energy management practices that 

produce measurable energy savings. Production Efficiency supports electric efficiency improvements and 

natural gas measures. Production Efficiency began in 2003 and is managed internally. 

Solar Electric. This program helps homeowners, businesses and governments meet a portion of their 

electricity needs with on-site solar generation. The program provides cash incentives for small-scale solar 

electric installations, provides referrals to trade ally contractors and demands high-quality installations 

through design review and inspections. The program works to develop a long-term, stable solar market in 

Oregon by building consumer awareness, sponsoring technical training for the trades and supporting 

state and local efforts to streamline their practices around solar. It provides photovoltaic equipment to 

electrical training centers that offer solar installation classes, and renewable energy science kits to 

schools that install solar electric systems. The program supports innovative efforts that reduce costs to 

consumers such as community-led bulk purchase initiatives and third-party ownership models that 

leverage federal and state tax credits. Solar Electric began in May 2003 and is managed internally.

Biopower. The Biopower program provides financial incentives, cost-shared grants for feasibility studies, 

technical assistance and other support for projects that generate electric power from organic residues. 

Eligible fuels include biogas from sewage treatment facilities, food processing and agriculture, and the 

organic fraction of municipal solid waste; solid organic fuels from mill waste, forest and field residues, and 

urban wood waste; landfill gas; and dedicated energy crops available on a renewable basis. The goal of 

the program is to expand Energy Trust’s portfolio of biopower projects and to improve market conditions 

for the development of these projects. Biopower began in 2005 and is managed internally. 

Other Renewables. This program provides support for renewable energy projects that generate 

electricity using wind, hydropower and geothermal technologies. The program provides custom incentives 

for projects with generating capacities of 20 megawatts or less and a standard incentive program for 

small wind systems up to 100 kilowatts in capacity. Custom incentives are calculated after a thorough, 

multi-disciplinary technical and financial review of project applications. To ensure projects are well 

executed, incentives are paid upon successful project completion and inspection. In addition to 

incentives, the program offers various kinds of financial and technical assistance to projects in the 

development stage, including cost-share funding for feasibility studies, resource characterization, site 

assessments, anemometers, grant writing, initial design, permitting and interconnection cost 
2011 Annual Report to OPUC Page 24 of 59 April 16, 2012

Updated December 21, 2012

development. To provide further assistance, the program has published several guidebooks on topics 

including community wind, interconnection and hydropower permitting. Other Renewables started in 2003 

and is managed internally. 

Northwest Energy Efficiency Alliance. NEEA is a nonprofit organization working to maximize energy 

efficiency to meet our future energy needs. Margie Harris, Energy Trust executive director, serves as vice 

chair of the NEEA board of directors. NEEA is supported by and works in partnership with Bonneville 

Power Administration, Energy Trust and more than 100 Northwest utilities for the benefit of more than 12 

million energy consumers. NEEA uses the market power of the region to accelerate innovation and 

adoption of energy-efficient products, services and practices.
2011 Annual Report to OPUC Page 25 of 59 April 16, 2012

Updated December 21, 2012

NW Natural Industrial Demand-side Management Program 

Since 2009, Energy Trust has provided service to NW Natural’s Schedule 31 and 32 non-transport 

customers, funded through a special rate adjustment mechanism rather than through the public purpose 

charge. Program costs and therm savings for these customers in 2011 are included in the body of this 

annual report as a portion of NW Natural savings and reported separately below.

Program/Customer Type

2011 Annual Therms 

Saved 2011 Expenditures 2011 Levelized Cost

Production Efficiency 661,956 $ 1,277,626.94 18.1 ¢

Existing Buildings 68,932 $ 165,851.39 20.1 ¢

New Buildings 119,163 $ 163,413.20 12.4 ¢

Grand Total 850,051 $ 1,606,891.54 17.4 ¢
2011 Annual Report to OPUC Page 26 of 59 April 16, 2012

Updated December 21, 2012

2011 Energy Trust of Oregon Board of Directors 

PRESIDENT—John Reynolds, FAIA, is a professor of architecture emeritus at the University of Oregon. 

He has been involved in energy issues in Oregon since 1972, when he was elected to the Eugene Water 

and Electric Board. Since then, he has served as chair of the American Solar Energy Society and 

president of Solar Energy Association of Oregon. He has served on the Oregon Alternate Energy 

Commission and the Energy Committee of the Building Codes Structures Board. John has served as 

president since 2008. 

VICE-PRESIDENT—Debbie Kitchin is the co-owner of InterWorks LLC, a construction company 

specializing in commercial tenant improvement and renovation and residential remodeling services. 

InterWorks is an award-winning contractor specializing in sustainable building practices. Prior to joining 

the family business in 1996, Debbie served as senior economist for the Northwest Power Planning 

Council for 15 years and was a regional economist for the Bonneville Power Administration for three 

years. Debbie also serves on the boards for the Portland Business Alliance, Portland Building Owners 

and Managers Association and the Central Eastside Industrial Council. She is a past president of the 

Portland Commercial Real Estate Women. Debbie was elected vice president in 2011.

SECRETARY—Caddy McKeown is Pacific Region supervisor for ASPIRE, a program of the Oregon 

Student Assistance Commission. She is active in her community, serving as commissioner and vice chair 

for the Oregon International Port of Coos Bay. She served on the Coos Bay School District Board of 

Directors for 11 years and on the budget committee for 15 years. She serves on the board of directors of 

the nonprofit organization that manages the Mingus Park Municipal Pool, serves the Oregon Community 

Foundation as a volunteer grant evaluator and served for 17 years on the board of directors of Bob 

Belloni Ranch, Inc., a residential treatment facility for adolescent offenders. Caddy brings private, 

nonprofit and economic development experience, years of community service and a south coast 

perspective to her service to Energy Trust. Caddy was elected secretary in 2011. She resigned from the 

board in November 2011. Rick Applegate was elected to serve as secretary until the 2012 annual 

meeting of the board. 

TREASURER—John Klosterman is the director of operations at Oregon Food Bank, a nonprofit at the 

hub of a cooperative statewide network of 20 regional food banks and 935 local hunger-relief agencies 

and programs serving Oregon and Clark County, WA. His responsibilities include food sourcing, inventory 

management, warehousing and transportation logistics. Prior to joining Oregon Food Bank John was vice 

president of operations at Rejuvenation, Inc., serving the company for 15 years in a variety of senior 

management roles related to company-wide operations, product development and manufacturing. As part 

of a state pilot project, he led his company's implementation of an International Organization for 

Standardization 14001-based energy management system based on the sustainability principles of The 

Natural Step. For 10 years he worked directly with Asian suppliers to reduce their environmental impacts, 

while implementing socially responsible policies and programs in Rejuvenation's Portland operations, 

including supply chain, manufacturing, distribution and fulfillment. John was re-elected to a new threeyear term in 2011. He served as treasurer since 2004. John resigned from the board in November 2011. 

Dan Enloe was elected to serve as treasurer until the 2012 annual meeting of the board. 
2011 Annual Report to OPUC Page 27 of 59 April 16, 2012

Updated December 21, 2012

Rick Applegate (secretary) is the principal at Applegate Consulting, specializing in natural resource 

policy, environmental banking and restoration, strategic planning and facilitation. For 10 years he was 

Portland Harbor Superfund administrator for the City of Portland, coordinating the city’s work on the lower 

Willamette River clean up. He served as administrative assistant and in senior legislative positions in the 

U.S. Senate and House of Representatives. Since then he has worked for more than 30 years on energy 

and environmental issues, principally as an advocate for salmon and their watersheds. He was the fish 

and wildlife director for the Northwest Power Planning Council, West Coast conservation director for Trout 

Unlimited and assistant regional administrator of the Habitat Conservation Division and senior policy 

advisor at National Marine Fisheries Service (NOAA). He was the chair of the U.S. Southern Stakeholders 

Pacific Salmon Treaty Negotiations and a member of the Pacific Northwest Comprehensive Energy 

Review. When Caddy McKeown resigned in November 2011, Rick was elected to serve as secretary until 

the 2012 annual meeting of the board.

Joe Benetti is a long-time restaurant owner and civic leader from Coos Bay. He is chair of the Southwest 

Oregon Regional Airport Commission and a board member and past chair of the Oregon Restaurant and 

Lodging Asociation. He served three terms as mayor of Coos Bay, 12 years as a Coos Bay city councilor 

and six years as City Council chair. In other public service positions, Joe served on and chaired the Coos 

Bay-North Bend Promotions Committee, the Coos Bay urban renewal agency and the Coos County urban 

renewal agency. He also has served on the executive board of the Bay Area Chamber board and 

currently represents the airport commission on that board. His restaurant, Benetti’s Italian Restaurant, is 

located on S. Broadway in Coos Bay. Joe was elected to the board in November 2011 to fill Caddy 

McKeown’s term.

Julie Brandis is the director of corporate relations for the Oregon State University Foundation. She 

connects local, regional and national companies to the university through its first comprehensive 

fundraising effort, The Campaign for OSU, by matching their research and employment needs with 

internationally recognized researchers and high-achieving OSU students. Previously, she spent 17 years 

as the energy lobbyist for Associated Oregon Industries, Oregon’s largest business advocacy 

organization, including the period of time when SB 1149 was negotiated and enacted. 

Ken Canon founded and led for 24 years the Industrial Customers of Northwest Utilities, ICNU, a regional 

industrial trade association focused on electric energy issues. Since retiring from ICNU in 2005, Ken 

chaired a committee that examined performance of the Northwest Energy Efficiency Alliance and 

managed the Northwest Energy Efficiency Task Force. Earlier in his career, Ken designed and 

implemented a comprehensive energy-efficiency program at an International Paper mill. Working for 

Associated Oregon Industries, he drafted and helped enact Oregon’s Business Energy Tax Credit. He 

has a long history of organizing, managing and advising nonprofit organizations. Applying his expertise to 

his living situation, Ken built the first ENERGY STAR home in Douglas County. Ken, a life-long 

Oregonian, was born and raised in Medford and is a graduate of Southern Oregon University and 

Willamette University College of Law. Ken was elected to the board in November 2011 to fill John 

Klosterman’s term.

Dan Davis is president of the board of directors of Habitat for Humanity Rogue Valley. He believes in

energy conservation and alternative energy, and has worked to help Habitat for Humanity adopt ENERGY 

STAR and Earth Advantage Gold green home standards. His previous experience includes working for 
2011 Annual Report to OPUC Page 28 of 59 April 16, 2012

Updated December 21, 2012

General Electric as manager of Middle East, Europe and Africa turbine services. In the early 1980s, he 

started Turbine Technology Services Corp., a turbine power consulting and engineering firm, serving for 

13 years as chief executive officer. Dan resigned from the board in September 2011. 

Jason Eisdorfer is a greenhouse gas policy strategist for the Bonneville Power Administration, a federal 

agency serving the Pacific Northwest. He serves as the senior technical consultant and advisor to BPA on 

the development and implementation of strategic objectives, policies and programs related to global, 

national and state greenhouse gas and carbon dioxide issues. He served as legal counsel and energy 

program director of the Citizens' Utility Board of Oregon from 1994 to 2008. At CUB, he represented 

residential consumers in numerous rate cases and policy dockets before the Oregon Public Utility 

Commission. He has co-authored legislation related to electric utility operations and to climate change, 

including the Oregon Renewable Energy Act and the Climate Change Integration Act, both of 2007. He is 

an adjunct professor at Lewis and Clark Law School and the University of Oregon School of Law. Prior to 

joining CUB, he was an attorney with the U.S. Department of Agriculture, Office of General Counsel, and 

served an appointment as a Special Assistant U.S. Attorney. He received his law degree from the 

University of Oregon School of Law and received certificates of completion in the Environment and 

Natural Resources Program and the Ocean and Coastal Program. He received his Bachelor of Arts 

degree from the University of Chicago. 

Dan Enloe (treasurer) is a commodity manager at Intel Corporation in Hillsboro, where he has worked in 

varying capacities since 1984. He is a graduate of the U.S. Naval Academy with a Bachelor of Science 

degree in electrical engineering. Prior to 1984, he was on active duty in the U.S. Navy and served as a 

nuclear submarine officer. Since he left active duty, he has been affiliated with the Naval Reserve and 

has served in six reserve command tours. He is a member of the Naval Reserve Association, the 

American Legion and the Navy League. He also has two patents. When John Klosterman resigned from 

the board in November 2011, Dan was elected to serve as treasurer until the 2012 annual meeting of the 

board.

Roger Hamilton is the manager of the local government and communities program of the Climate 

Leadership Initiative at the University of Oregon. He also is a consultant with Western Grid Group, an 

organization that promotes transmission access for renewable energy projects across the West. He owns 

and operates a cattle and hay ranch in south central Oregon. He has spent many years in public service 

as a Klamath County Commissioner, as advisor on energy and watersheds to Governor John Kitzhaber 

and as an Oregon Public Utility Commissioner. He has also served on the Oregon State Parks 

Commission and the National Association of Public Utility Commissioners. He currently serves on the 

board of directors of the Regulatory Assistance Project and the Pacific Rivers Council. Roger was reelected to a new three-year term in 2011. 

Julie Hammond is the branch manager of Beecher Carlson in Bend. She has more than 20 years 

experience in the insurance industry. Julie recently served Deschutes United Way as campaign chair. 

She brings a customer service orientation, small business perspective and regional representation to her 

service for Energy Trust. 

Al Jubitz is a native Oregonian and spent his career helping to build the family business, Jubitz 

Corporation. He is president and founder of the Jubitz Family Foundation and serves as director of 
2011 Annual Report to OPUC Page 29 of 59 April 16, 2012

Updated December 21, 2012

Monsoon, Inc. He is also past president and an active member of the Rotary Club of Portland, a board 

member of the Portland Schools Foundation, director emeritus of Morrison Child and Family Services and 

a trustee emeritus of Outward Bound Wilderness School. In addition, he serves on the Leadership 

Council of the Yale School of Forestry and Environmental Studies and serves on the National Advisory 

Council of Environmental Defense Fund in New York City. He has an extensive business background and 

brings a strong business sense to the board. He has a Bachelor of Science degree from Yale University 

and a masters in business administration degree from the University of Oregon School of Business. Al 

resigned from the board in February 2011. 

Jeff King has a long history working in the energy industry, having spent more than 25 years as a senior 

resource analyst for the Northwest Power and Conservation Council. His work at the council involved 

assessing a variety of issues around the development and operation of existing and emerging electric 

power generation resources in the Pacific Northwest. His analysis and research was used in the 

development of the council’s Sixth Northwest Conservation and Electric Power Plan. He has been 

actively involved in working with utilities, government agencies and public interest groups, and served as 

the council’s representative on Energy Trust’s Renewable Energy Advisory Council before joining the 

board of directors. Jeff was elected to the board in February 2011 to fill Al Jubitz’ position.

Alan Meyer is director of energy management for Weyerhaeuser Company, a diversified forest products 

manufacturing company. He is responsible for coordinating energy management activities at numerous 

manufacturing facilities throughout North America. Prior to joining Weyerhaeuser, he was director of 

energy for Willamette Industries, holding similar responsibilities. He also worked for PacifiCorp as the 

Oregon large industrial accounts manager. He brings this extensive experience in the energy industry 

along with earlier sales and marketing experience to his service for Energy Trust.

Anne Haworth Root is co-owner and general manager of EdenVale Winery and Eden Valley Orchards, a 

destination winery, historic pear orchard and events center in southeast Medford. A second tasting room 

called Enoteca is located in Ashland. An award-winning entrepreneur, she developed the concept and 

helped found the Oregon Wine and Farm Tour, an agri-tourism coalition of southern Oregon wineries, 

historic farms and specialty food and cheese companies. Haworth Root is a graduate of Southern Oregon 

University, where she was student body president and chair of the Oregon Student Lobby. She pursued 

postgraduate studies in the Master of Commerce program at Wollongong University in Australia. Anne 

was elected to the board in December to begin a three-year term in mid 2012. 

ex-officio

John Savage is one of three commissioners serving the Oregon Public Utility Commission. He joined the 

staff of the OPUC in 2003 as director of its utility program, after having served as director of the Oregon 

Department of Energy for the previous decade. He was administrator of the department's policy and 

planning division from 1987-1993. He received a masters degree in natural resource economics from 

Oregon State University in 1979 and a Bachelor of Science degree from Oregon State University in 1975. 

Oregon Department of Energy Special Board Advisor

Bob Repine is acting director of the Oregon Department of Energy, where he is working to enhance 

Oregon’s leadership role among states in growing a clean energy economy. He previously served as a 

special advisor to Governor Ted Kulongoski on construction of the new Oregon State Hospital after 
2011 Annual Report to OPUC Page 30 of 59 April 16, 2012

Updated December 21, 2012

serving as director of the Oregon Department of Economic and Community Development from 2006-2008 

and director of the Oregon Department of Housing and Community Services from 1998-2006. A former 

construction contractor, he previously was an elected member of the Oregon House of Representatives, 

representing Grants Pass and surrounding communities from 1988-1998. He served as co-chair of the 

budget-writing Joint Committee on Ways & Means for the 1995 and 1997 legislative sessions. 
2011 Annual Report to OPUC Page 31 of 59 April 16, 2012

Updated December 21, 2012

Board Development Guidelines

Energy Trust’s board of directors is a non-stakeholder, volunteer board. The board oversees Energy Trust 

management, provides strategic and policy direction and approves the organization’s budget and major 

expenditures. The board carries out its oversight role through several committees. The board’s bylaws

ensure that Energy Trust board meetings and other processes are clear, open and accessible to the 

public.

The Energy Trust–Oregon Public Utility Commission grant agreement calls for the Energy Trust board to 

include the skills, broad representation and diversity necessary to achieve its mission.

The initial board of directors included nine members and one non-voting ex-officio member from the 

Oregon Public Utility Commission. The nine members represented a variety of energy and business 

perspectives, including energy policy and planning, program implementation and evaluation, facility siting, 

consumer advocacy, renewable energy development and sustainable practices, and commercial and 

industrial sectors. 

The board has experienced expected turnover, and as this has occurred the board has taken steps to 

broaden its membership. In addition to soliciting input through advisory councils and at public board 

meetings, the board polls individuals and partner organizations to identify candidates with appropriate 

experience from throughout the state. To allow further diversity, the board also expanded its size to 13

voting members. 

Through these efforts and targeted recruitment, the 2011 board included voting members with 

background in business (agriculture, industry, construction/remodeling, restaurant, retail, insurance, 

government, nonprofit and higher education). Members come from Central Point, Coos Bay, Corvallis, 

Eugene, Myrtle Creek, Redmond, Salem and the Portland area. Of the voting members at the end of the 

year, three were women and nine were men. The board’s Oregon Public Utility Commission ex-officio

member is Commissioner John Savage. The board created an additional non-voting position for an 

appointee of the Oregon Department of Energy. Bob Repine, acting director of the Oregon Department of 

Energy, occupied this “special advisor” position in 2011. 

All new members participate in an orientation session and are provided handbooks containing historical 

information, policies, plans, budgets and program descriptions. The majority of board members also 

participate on advisory councils and board committees. All regular board and advisory council meetings 

and background information are public. Advisory council and board meetings are well attended, and 

public comment is included in every meeting. 

All regular board members complete and sign conflict of interest forms each year. The OPUC ex-officio 

board member and the special advisor from the Oregon Department of Energy do not receive confidential 

information. Once each year, board and staff members participate in a planning session to review 

progress and discuss Energy Trust’s strategic direction. Board development is a part of this public 

planning session, as needed.
2011 Annual Report to OPUC Page 32 of 59 April 16, 2012

Updated December 21, 2012

2011 Advisory Council Members and Meetings

Conservation Advisory Council

Jim Abrahamson, Cascade Natural Gas

Brent Barclay, Bonneville Power Administration

Jeff Bissonnette, Fair and Clean Energy Coalition

Scott Inman, Oregon Remodelers Association

Theresa Gibney, Oregon Department of Energy

Bruce Dobbs, Building Owners & Managers Association

Juliet Johnson, Oregon Public Utility Commission

Charlie Grist, NW Power and Conservation Council

Andria Jacob, City of Portland

Don Jones, Jr., PacifiCorp

Holly Meyer, NW Natural

Stan Price, Northwest Energy Efficiency Council

Anne Snyder-Grassman, Portland General Electric

Wendy Gerlitz, NW Energy Coalition

Bill Welch, Eugene Water & Electric Board

Don MacOdrum, Home Performance Guild

Energy Trust board members who regularly attend:

John Reynolds

Dan Enloe

2011 Meeting Dates Major Discussion Topics

January 12

Market transformation gas savings, 90 by 90 industrial pilot results, Energy 

Performance Score (EPS) pilot

March 9

2010 results, residential incentive changes, cost ranges for efficiency 

installations, setting goals in coordination with Integrated Resource Plans, 

evaluation results for duct and air sealing

April 13

Q1 results, cost ranges for efficiency installations, operations pilot, carbon 

reporting for EPS

May 18

Refrigeration operations, industrial plant closure study, commercial sector 

operations pilot, residential customer engagement

August 10

Measure life in industrial settings, lighting market transformation savings, impact 

of changes to Oregon tax credits

September 14 Budget themes for 2012, trade ally referral process, proposed incentive changes, 

tankless water heaters

October 26 Program updates, draft 2012 budgets, tankless water heaters

November 30

Final draft 2012-13 budgets, cost-effectiveness policy, combined heat and power 

policy
2011 Annual Report to OPUC Page 33 of 59 April 16, 2012

Updated December 21, 2012

Renewable Energy Advisory Council

Jason Busch, Oregon Wave Energy Trust

Eric Chung / Tashiana Wangler, Pacific Power

Megan Decker, Renewable NW Project

Troy Gagliano, EnXco

Margie Gardner / Dick Wanderscheid, Bonneville Environmental Foundation

Robert Grott, Northwest Environmental Business Council

Ben Henson, Renewable Energy Solutions

Thor Hinckley, Portland General Electric

Juliet Johnson, Oregon Public Utility Commission

Suzanne Leta Liou, RES Americas

Glenn Montgomery, Oregon Solar Energy Industries Association

Vijay Satyal, Oregon Department of Energy

Frank Vignola, Solar Monitoring, University of Oregon

Energy Trust board members who regularly attend:

John Reynolds

Dan Enloe

2011 Meeting Dates Major Discussion Topics 

January 12 Legislative session preview, hydro resource assessments, outline for revision to 

performance benchmarks, program updates

May 18

Changes to Small Wind program, status update for large projects, regional 

energy credits/Western Renewable Energy Generation Information System

proposal, legislative update

June 22 Three Mile Canyon Farms biomass project

August 10

Legislative wrap up, Three Sisters Irrigation District and Klamath Irrigation 

District hydro project reviews, Wallowa Resources and City of Pendleton 

biopower project reviews

September 14 Budget themes and technology goals, wave power in Oregon, projects that 

wheel energy to Energy Trust utilities

October 26

2012-13 budget, Revolution Energy Solutions LLC agriculture biomass project,

Greenlane Energy biomass project

November 30

Christmas Valley 5 MW PV project, Solar program in 2012, proposal for 

competitive process in Pacific Power service territory
2011 Annual Report to OPUC Page 34 of 59 April 16, 2012

Updated December 21, 2012

2011 Customer Service Data

2011 call volumes

Energy Trust’s call center received 42,275 calls in 2011, a 2 percent decrease from 43,206 calls in 2010. 

Although call volumes decreased, web visits continued to increase, an indicator that customers may be

seeking more self-service information on line. 

2011 website visits 

Energy Trust’s website, www.energytrust.org, received 543,058 visits in 2011, an 18 percent increase 

over the 458,862 website visits in 2010. The growth in traffic reflects effective utility promotions and 

Energy Trust’s increasing use of online applications and forms, as well as online advertising. During 

2011, staff responded to 1,464 inquiries via info@energytrust.org, most from residential customers. 
2011 Annual Report to OPUC Page 35 of 59 April 16, 2012

Updated December 21, 2012

Customer satisfaction

Beginning in 2010, Energy Trust initiated short telephone surveys of participants in major programs to 

solicit feedback on satisfaction. Called “Fast Feedback,” the surveys are administered by Energy Trust’s 

call center. Results are tallied monthly and quarterly and used by program managers to help identify and 

reduce or eliminate sources of dissatisfaction. The table below shows percent of participants satisfied or 

highly satisfied with their experience of engagement with Energy Trust.

Program

2011

Count Percent Satisfied

Existing Buildings 273 92%

New Buildings 71 83%

Production Efficiency 184 91%

Existing Homes 1,851 90%

Efficient Home Products* 782 91%

Solar 179 95%

*Only Home Products customers were surveyed in 2011.
2011 Annual Report to OPUC Page 36 of 59 April 16, 2012

Updated December 21, 2012

2011 complaint report

Energy Trust recorded 23 escalated customer complaints in 2011, eight fewer than in 2010. This is a 

very small number, considering the tens of thousands of customers served. Of the 23 complaints, 12 

were from residential customers, seven from commercial participants, two from participants in the 

solar energy program and two were general in nature. One of these complaints came to Energy 

Trust through the Oregon Public Utility Commission.
2011 Annual Report to OPUC Page 37 of 59 April 16, 2012

Updated December 21, 2012

2011 Utility Activities Supported by SB 838-authorized Funding

Per agreement with the OPUC, Pacific Power and Portland General Electric report their SB 838 program 

support activities in Energy Trust’s quarterly and annual reports. Content and format were developed by 

the utilities, following a sector outline suggested by Energy Trust, and appear here as received.

1. Pacific Power Year End Report - 2011

Pacific Power SB 838 advertising, communications and outreach results

Mass Media

2011 – Impressions

TV 6,541,630

Radio 3,219,754

Newspapers 3,613,908

Magazine 56,063

Digital 20,728,047

Outdoor 1,498,560

TOTAL 35,657,962

Communications8

Customer Reach 2011 – Delivered

Bill Inserts 440,000 8

Voices newsletter 440,000 4

Direct Mail

Solar water heating 20,000 1

“Be wattsmart” 49,500 1

Energy Insights 1,800 4

“Welcome Aboard” 6,900 1

“Power of Main Street” 8,550 1

“Cool Schools” 2,200 1

Email

“Be wattsmart” 20,600 1

Energy Connections 6,400 2

Web sites (EE pages)

pacificpower.net 50,000 1

bewattsmart.com 3,900 1

Social Media

Twitter 736 20% of all Tweets reference ETO

Facebook (wattsmart) 430 2-3 posts per week

Digital/Search

Flash banners Impressions 2,391,479

Click –thru rate 1,433

Google Impressions 3,369

 

8

Some activities are funded outside of SB 838 funds.
2011 Annual Report to OPUC Page 38 of 59 April 16, 2012

Updated December 21, 2012

Click –thru rate 10,950

Facebook Impressions 6,890

Click –thru rate 2,905

Outreach

Registrations

Power of Main 

Street (2011)

“Cool Schools” 

and Public 

Bldgs (2011)

Be wattsmart

(2011) TOTAL

Medford 79 46 151* 606

Grants Pass 70* 178* 543

Bend 29 116 420

Coos Bay 68 118* 381

Albany 41 51 120* 349

Portland 35 112* 239

Roseburg 70* 39 66* 237

Astoria 45 51 218

Klamath Falls 59 100* 196

Pendleton 56 34 37 168

Cottage Grove 27 77

Hood River 25 59

Lincoln City 15

TOTAL 488 234 1,101 3,508

* Sold out events

“Warm Leads” / Customer Response

2011

“Warm Leads” provided to ETO 103

Existing Buildings 79

New Buildings 5

Industrial 2

Residential 3

Multifamily 3

Direct - RHT 5

Direct – Evergreen 6

Energy Saver Kits 428*

* Request for link

Pacific Power SB 838 general support

 Throughout the year, Pacific Power’s Energy Trust liaison lead and coordinated efforts on continued 

EEAST implementation. This included several meetings with Clean Energy Works of Oregon, South 

Central Oregon Economic Development District, Oregon Public Utility Commission, Energy Trust of 

Oregon and other utilities. Work included finalizing a temporary agreement with Clean Energy 

Works and ShoreBank Enterprise Group (now Craft3). As of the close of the fourth quarter 2012, 

Pacific Power has provided: 
2011 Annual Report to OPUC Page 39 of 59 April 16, 2012

Updated December 21, 2012

o 194 credit requests for Portland (this includes all activity under the original Portland 

program, Clean Energy Works Portland, launched late 2009)

 47 loans are currently billing

 8 loans closed/removed

o 0 credit requests for the program launched in Jackson/Josephine counties (program 

launched in April 2011)

 0 loans are currently billing

o 0 credit requests for the program in any other Pacific Power service areas

 0 loans are currently billing

 Pacific Power’s Energy Trust liaison lead and coordinated internal efforts regarding Governor 

Kitzhaber’s “Cool Schools” legislation and the impacts of redistributing the monthly allocations of 

Public Purpose Charge funds. Pacific Power moved to distributing monthly funds from six Education 

Service Districts (ESDs) to 75 school districts. While some school districts were familiar with public 

purpose funds and how to access them through their ESD, most were only slightly familiar to not 

familiar at all. The Energy Trust liaison fielded questions from multiple school districts on the use of 

funds and how to set up their distribution account with Pacific Power’s accounting department. The 

first monthly distribution was successfully delivered November 2011. 

 Pacific Power staff spent a significant amount of time in Q4 2011 preparing for and filing an increase 

to Schedule 297 – Energy Conservation Charge. Preparations included reviewing Energy Trust’s 

budgets and high level program plans, reviewing Pacific Power’s plan for retained funds to support 

customer participation in Energy Trust programs, and tuning the funding request to support 

achievement of Pacific Power’s Integrated Resource Plan.

 Pacific Power’s Energy Trust liaison participated in the Oregon Public Utility Commission’s start up 

process to review the current performance measures for the Energy Trust of Oregon.

 Pacific Power’s Energy Trust liaison attended the Energy Trust Utility Stakeholder meetings.

Pacific Power SB 838 commercial efficiency programs support

 Throughout the second quarter of 2011, Pacific Power coordinated, delivered and began the follow 

up process of its “Power of Main Street” energy efficiency road shows. These events focused on 

small to mid-size commercial customers, particularly those in leased spaces, and how they can 

improve energy efficiency. Pacific Power collaborated with multiple local partners to generate 

interest and attendance at the events including: Energy Trust of Oregon, Cottage Grove Chamber of 

Commerce; Klamath Falls Downtown Association; Heart of Medford Association; City of Grants Pass; 

Downtown Roseburg Association; South Coast Development Council; Pendleton Downtown 

Partnership; Albany Downtown Association; Astoria Downtown Historic District Association; Seaside 

Chamber of Commerce, Hood River Chamber of Commerce, and Oregon Main Street. At Energy 

Trust’s suggestion, Pacific Power worked with an energy efficiency expert to deliver the message 

about energy efficiency and the impact to the bottom line for businesses. Pacific Power also offered:

o A one hour on-site walk through with Pacific Power to document information about the 

customer’s building and how they use energy. Pacific Power reviewed lighting, office 

equipment, HVAC and foodservice equipment. Pacific Power also provided practical no 
2011 Annual Report to OPUC Page 40 of 59 April 16, 2012

Updated December 21, 2012

cost/low cost ideas for saving energy and review which improvements may be eligible for 

Energy Trust cash incentives.

o Facilitated additional support for on-site assistance from Energy Trust of Oregon and local 

contractors.

o On-site account set up for Pacific Power’s free Business Solutions Toolkit.

o Continued regular checkups with Pacific Power on recommended energy saving 

improvements through the remainder of the year.

“Power of Main Street” event locations:

o March 30, Cottage Grove (this was a mini-version hosted by the Cottage Grove Chamber of 

Commerce) 

o May 16, Klamath Falls – 59 registered

o May 23, Pendleton – 56 registered

o May 25, Medford – 79 registered

o May 25, Grants Pass – 70 registered

o May 25, Roseburg – 70 registered

o May 26, Coos Bay – 68 registered

o May 26, Albany – 41 registered

o May 27, Astoria – 45 registered

o July 29, Seaside (this was a mini-version hosted by the Seaside Chamber of Commerce)

o September 13, Hood River (this was a mini-version hosted by the Hood River Chamber of 

Commerce)

“Power of Main Street” customer survey results indicate:

o Most customers (49.5%) heard about the event through a mailed invitation. Other 

recognized outreach included email from Pacific Power (35.5%) and email from a local 

association (14.5%).

o Most customers attended the events to learn how to reduce their energy bill (54.4%). Other 

popular answers were to save money (47.7%) and conserve energy (36.2%). Customers were 

least interested in environmental concerns (17.9%).

o Nearly all customers (91.5%) indicated that improving energy efficiency at their business 

was a medium to high priority.

o Most customers (50.2%) indicated they had done a few things to improve energy efficiency 

at their business, but could do a lot more. 20.1% of customers indicated they had done very 

little or nothing.

o When it comes to barriers to making energy efficiency improvements at their businesses, 

most (42.4%) indicated they were unsure of what improvements to implement. 30.9% said 

they could not afford it.

o Most customers (77.4%) feel the economy is about the same or improving.

o Most customers (96.9%) were satisfied or very satisfied with the speakers at the events.

o Most customers (96.4%) agreed or strongly agreed the conference content was appropriate 

and informative.

o By the end of June, 228+ customers had made a request for a free onsite energy assessment 

from Pacific Power. Many customers reported on their surveys that they would look into 

taking advantage of lighting upgrades and HVAC tune ups (the two Energy Trust measures 

promoted at the events).
2011 Annual Report to OPUC Page 41 of 59 April 16, 2012

Updated December 21, 2012

o Not surprising, many customers indicated they would like to see more information about 

renewable options (solar, wind) and future conferences. Additionally, customers indicated it 

would be valuable to have a panel of businesses that could present their case studies and 

participate in a Q&A.

o Some things that customers liked most about the conferences were the energy efficiency 

examples provided in the presentations, knowledgeable speakers (a strong theme), and site 

locations/catering.

o Items that customers noted as improvements for future conferences were to make available 

more information on the suite of incentives that customers can take advantage of (Energy 

Trust, tax credits, grants, financing), and personal comfort issues (room too hot/cold, 

microphone too loud/quiet).

o 92.9% of customers said they would recommend the conference to others.

 Pacific Power had 193 representatives from K12 schools and public buildings register to attend the 

"Cool Schools" and Public Buildings workshops held late September/early October in Albany, Bend, 

Pendleton, Portland, Medford and Roseburg, Oregon. Representatives from Pacific Power, Oregon 

Department of Energy, Energy Trust of Oregon and local speakers provided information on funding 

options for energy efficiency in schools and public buildings, no cost and low cost measures that can 

be implemented quickly and easily, and the value of benchmarking with ENERGY STAR's portfolio 

manager. Feedback from attendees was very positive, including three follow up emails from 

attendees thanking Pacific Power for hosting the events. Workshop surveys indicated:

o The main reasons for attending were to save money, save energy and considering upgrades 

to facilities

o Nearly all (95.2% ) indicated improving the energy efficiency of their facilities was a medium 

to high priority

o Over half (52.9%) indicated they had done very little or only a few things to improve energy 

efficiency, 97.1% indicated they could still do more.

o The most frequently mentioned actions undertaken to improve energy efficiency included 

improved lighting, heating system upgrades and general conservation.

o The most frequently mentioned reasons for not doing energy efficiency measures included 

being unable to afford it, it's included in future improvements to the facility, and no staff to 

manage the process.

o 100% of attendees were satisfied or very satisfied with the speakers at the event

o 100% of attendees agreed or strongly agreed the workshop content was appropriate and 

informative

o 94.6% thought the length of the workshop was just about right with 3.2% thinking it was too 

short

o 65 entities indicated they would like a consultation to discuss an project and learn about 

how to access funds to improve the energy efficiency of their buildings

o When attendees were asked how they plan to use the information presented, frequent 

responses included: benchmark facilities; present to administrators/councilors; advocate for 

time/staff; work with Energy Trust of Oregon

o When attendees were asked what they liked most about the workshop, frequent responses 

included: knowledgeable speakers, ENERGY STAR/benchmarking, breadth of information; 

computer lab/hands on practice
2011 Annual Report to OPUC Page 42 of 59 April 16, 2012

Updated December 21, 2012

o When attendees were asked what could be improved about the workshop, frequent 

responses included: want printed materials; seemed schools heavy/need to separate public 

buildings; more on process to start/complete a project

o When attendees were asked if there was anything else they would like us to know, the most 

frequent response was to express appreciation for hosting the event and "thank you"

 A significant series of discussions were held with Pacific Power and Energy Trust of Oregon on 

changes to the Oregon Business Energy Tax Credit, proposed mitigation incentives, and support the 

utilities could provide to keep customers in Energy Trust’s pipeline. Pacific Power engaged its Field 

Energy Consultant to make over 150 contacts to customers impacted by the retroactive Business 

Energy Tax Credit changes. Customers were thankful for the call that helped to clarify what 

happened with their returned BETC applications and the mitigation incentives offered by Energy 

Trust.

 The Energy Trust liaison attended the League of Oregon Cities luncheons in Oakridge, Ukiah and 

Drain, OR. Along with Energy Trust, the Energy Trust liaison encouraged attendees to take 

advantage of Energy Trust services and incentives and also promoted the “Cool Schools and Public 

Buildings workshops.

 Pacific Power’s contracted Field Energy Consultant provided 103 “warm leads” to Energy Trust of 

Oregon through late Q3 and early Q4. The “warm leads” were the result of commercial customers 

attending Power of Main Street and “Cool Schools” and Public Buildings hosted in earlier in the year.

 Pacific Power’s Energy Trust liaison participated in reviewing the Energy Trust 2011 communications 

plan for commercial customers.

 The winter 2011 edition of Energy Insights included two articles focusing on energy efficiency for 

non-residential customers. The first article highlighted a refrigeration controls project that is 

expected to save 452,412 kilowatt-hours of energy per year or $22,675 in annual utility costs. 

Energy Trust provided an incentive of $73,241 towards the total project cost of $149,013. A second 

article focused on ‘Green’ tech to help reduce energy use including network-based power 

management software enables administrators to remotely enforce power-off policies. Customers 

were pointed to Energy Trust for available incentives prior to purchasing software.

 Welcome Aboard kits continued to be mailed to all new commercial customers. The kit contains

information on Energy Trust programs and incentives to help customers invest in energy efficiency.

Pacific Power SB 838 residential efficiency programs support

 During October, 12 “Be Wattsmart” residential energy efficiency workshops were successfully 

delivered throughout Pacific Power’s Oregon service territory. Pacific Power worked with Clean 

Energy Works Oregon (CEWO) representatives to provide energy efficiency financing information at

workshops where the CEWO program is currently active. Pacific Power was pleased with the 

approximately 89% show up rate of 1,102 registered participants! 428 customers requested an 

email link to receive Energy Trust’s free Energy Saver Kit. Workshop registrations received: 

o Albany = 120*

o Astoria = 51
2011 Annual Report to OPUC Page 43 of 59 April 16, 2012

Updated December 21, 2012

o Bend = 116

o Coos Bay = 118*

o Cottage Grove = 27

o Grants Pass = 178* (CEWO)

o Hood River = 25

o Klamath Falls = 100* (CEWO)

o Medford = 152* (CEWO)

o Pendleton = 37

o Portland = 112* (CEWO)

o Roseburg = 66*

* sold out venues

Be Wattsmart workshop survey results indicate:

o Most customers (61.8%) heard about the event through a bill insert or mailed invitation. 

Other recognized outreach included email from Pacific Power (26.3%) and email from a 

friend/coworker/association (10.6%).

o Most customers attended the events to learn how to reduce their energy bill (65.3%). Other 

popular answers were to save money (45.9%) and conserve energy (41.2%).

o Nearly all customers (97.4%) indicated that improving energy efficiency at their home was a 

medium to high priority.

o Most customers (58.8%) indicated they had done a quite a bit improve energy efficiency at 

their home, but could do a lot more. 41.3% of customers indicated they had done a few 

things to very little or nothing.

o When it comes to barriers to making energy efficiency improvements at their homes, most 

(42.6%) indicated they could not afford it, 35.7% said they were planning on making 

improvements in the future, and 28.5% were unsure of what improvements to make.

o Most customers (99.1%) were satisfied or very satisfied with the speakers at the events.

o Most customers (99.6%) agreed or strongly agreed the workshop content was appropriate 

and informative.

o 95.7% of customers said they would recommend the conference to others.

 Pacific Power’s Energy Trust liaison participated in reviewing the Energy Trust 2011 communications 

plan for residential customers.

 In Q1, a bill insert was sent to all Oregon residential customers highlighting Energy Trust’s $150 

Home Comfort Bonus when customers seal air leaks and insulate attics, walls and floors.

 The January/February Voices residential newsletter featured an article on Energy Trust’s free 

Niagara showerhead offer. The article focused on save up to 2,300 gallons of water a year – and 

reduce water heating costs –by switching to new, efficient 1.75 gpm showerheads.

 The March Voices residential newsletter featured an article on Energy Trust’s $50 incentive for their 

refrigerator recycling program.

 A May bill insert was sent to all Oregon residential customers highlighting Energy Trust’s incentives 

for ducted and ductless heat pumps.
2011 Annual Report to OPUC Page 44 of 59 April 16, 2012

Updated December 21, 2012

 A June bill insert was sent to all Oregon residential customers highlighting Energy Trust’s free 

showerhead offer.

 A flyer focusing on summer wattsmart energy efficiency resources for Oregon customers was 

developed for handout by company representatives that focuses on several opportunities from 

Energy Trust, including: home energy reviews; home performance with ENERGY STAR; cash 

incentives; and, refrigerator recycling.

 Television, print and radio campaigns focusing on energy efficiency and Energy Trust programs ran 

in southern and central Oregon throughout April, May and June.

 The April Voices residential newsletter featured an article on helping customers become wattsmart 

for Earth Day. Suggestions included no cost and low cost energy efficiency measures and incentive 

opportunities through Energy Trust. A second article in the same newsletter highlighted free 

wattsmart resources through Energy Trust including energy saver kits, showerheads and home 

energy reviews.

 The May/June Voices residential newsletter wattsmart ways to have a cool summer including a 

focus on cash incentives from Energy Trust to weatherize your home. A second article focused on 

Energy Trust’s incentives to purchase a new high-efficiency manufactured home. A third article in 

the same issue focused on saving water and energy with Energy Trust’s free showerhead offer.

 The July/August Voices residential newsletter highlighted wattsmart ways to have a cool summer. A 

second article focused on Energy Trust’s Energy Performance Scores for new homes.

 An August bill insert focused on Energy Trust’s refrigerator recycling program.

 A September regionalized bill insert was sent to all Oregon residential customers highlighting Energy 

Trust’s incentives, Home Performance with ENERGY STAR®, and how to contact local trade allies.

 A September insert focused on wattsmart energy efficiency workshops for residential customers in 

12 locations around Oregon.

 A September insert focused on Home Energy Reviews with Energy Trust

 The September Voices residential newsletter featured an article discounted energy-saving 

showerheads with Energy Trust and a second article on sealing air leaks.

 Throughout Q4, Pacific Power ran TV and radio spots, print ads and outdoor ads promoting being 

wattsmart by adding insulation, upgrading lighting, caulking, purchasing ENERGY STAR appliances, 

refrigerator recycling, scheduling a Home Energy Review, getting Energy Trust advice and incentives 

and finding Energy Trust qualified contractors.

 In October, residential customers received bill inserts promoting Be Wattsmart energy efficiency 

workshops, Energy Trust heat pump incentives, the annual Energy Trust “opt out” insert, and a 

Voices newsletter article focusing on reducing air leaks and insulating/sealing ductwork with support 

from Energy Trust and their free Energy Saver Kit offer. 
2011 Annual Report to OPUC Page 45 of 59 April 16, 2012

Updated December 21, 2012

 November/December’s Voices newsletter contained an article focusing on reduced prices for 

specialty CFLs supported by Energy Trust.

 Welcome Aboard kits continued to be mailed to all new residential customers. The kit contains 

information on how Energy Trust helps Pacific Power customers manage their energy costs and 

benefit from renewable energy.

2. Portland General Electric Energy Efficiency Activities 2011

Commercial and Industrial

PGE used three different approaches to promoting Energy Trust programs to business customers:

1. Mass Education via Newsletters 

PGE utilizes its business newsletters (both print and email) to promote Energy Trust programs to 

business customers. PGE’s business newsletter, Energize, is sent quarterly to 76,000 customers in their 

bills. PGE’s business e-newsletter, Business Connection, is sent bi-monthly to 15,000 business 

customers. 

Energize: The spring edition of Energize featured the spring Save More, Matter MoreTM promotion and 

a case study on Goby Walnut. The fall edition of Energize featured the limited-time bonus incentives 

from Energy Trust of Oregon on lighting upgrades and custom capital energy-efficiency improvements 

such as heating, ventilation and air-conditioning upgrades and a case study on HOTLIPS Pizza. 

Business Connection: April Business Connection featured the Save More, Matter MoreTM campaign and 

a case study on Goby Walnut. June Business Connection featured a case study on energy savings in 

leased space with Activate Cellular, Save More, Matter More wrap up and PGE’s lighting classes. August 

Business Connection featured the winners of the spring 2011 Save More, Matter MoreTM campaign 

sweepstakes. October Business Connection featured the case study on HOTLIPS Pizza. December 

Business Connection featured a real life savings story about Topanien Global Gifts.

2. Mass Market Campaign: April – May 2011

PGE launched the 2011 Save More, Matter MoreTM (SMMM) campaign in the spring in an effort to feed 

the project pipeline earlier in the year. The campaign ran from April 1 through May 31. While most of 

the larger changes were made during the 2010 fall SMMM campaign, Energy Trust and PGE worked 

together on the spring campaign to insure another successful campaign so soon after the fall. PGE 

added a bangtail to the campaign as well as continued support from our contact center and outreach 

through Green Mountain Energy business reps. The campaign included targeted direct mail and a 

“bangtail” insertion in the bill, both of which encouraged customers to return a form to enroll in the 

campaign and/or get a free energy efficiency consultation.

258 customers entered the sweepstakes while 637 customers requested a free energy efficiency 

consultation. PGE performed energy consultations for all 637 customers and sent 122 qualified leads to 

Energy Trust to date.

2. Direct Regional Mail: September – December 2011

Energy Trust and PGE worked together to develop a fall campaign that differs substantially from Save 

More, Matter More or previous direct mail campaigns.
2011 Annual Report to OPUC Page 46 of 59 April 16, 2012

Updated December 21, 2012

PGE launched the Fall EE Campaign in September in an effort to engage customers on the fall bonus and 

increase participation in Energy Trust programs. To further support customer participation in Energy 

Trust programs, the fall campaign included a bangtail with the September billing statements. An email 

blast was sent to customers to alert them of the Energy Trust bonus incentive available due to the loss 

of the BETC. These customers were identified as those who previously received a consultation from PGE 

but were not identified as project-ready at the time. To better meet the expectations of the general 

business customer segment, PGE’s direct mail focused on the offer of on-site consultations. A very 

targeted direct mail letter was sent to previously untapped geographic areas within PGE’s service 

territory encouraging customers to request on-site consultations. The campaign was planned to run 

from September 1 through October 31 but was extended through November in an effort to feed the 

project pipeline for the end of the year and into 2012. PGE’s contact center and Green Mountain Energy 

business reps also supported the campaign. 

110 customers requested a free energy efficiency consultation and PGE sent 28 qualified leads to Energy 

Trust from this campaign.

3. Personal & Face-to-Face Communication 

PGE has had a dedicated outreach position in place since June 2008. Originally this position had been 

shared by two people, Verlea Briggs as primary and Paula Conway as back-up. In June 2010 PGE 

received OPUC support to hire two additional Outreach Specialists; Andrew Schafer and Garrett Harris 

were hired in August 2010. Garrett Harris, Andrew Schafer and Paula Conway continued to fill the 

outreach positions throughout 2011.

The Outreach Specialists develop and facilitate customer participation in Energy Trust programs. The 

results are qualified leads to the Energy Trust. The team utilizes a variety of tactics to engage customers 

in Energy Trust programs. Qualified leads were generated from but not limited to the following 

activities:

 Phone and on-site consultations

 Targeted outbound customer calls 

 Response to canvassing (summer-hire and outreach rep driven)

 Response to business marketing (i.e. Save More, Matter More, direct mail, etc.)

 Response to customer emails (energy.efficiency@pgn.com)

 Customer calls to PGE Tualatin Call Center 

 Business partnerships (i.e. City of Portland BEST program, Clackamas County Office of 

Sustainable Development, etc.)

 Chamber, Business and Trade Association presentations

 Customer follow-up after PGE Training and Education classes

 Leveraging internal networks (i.e. Key Customer Managers, Governmental Affairs 

representatives, Service and Design Consultants, Green Mountain Energy, etc.)

In 2011, the Outreach Specialists achieved the following results:

 6,791 face-to-face, email or phone presentations/consultations to business customers

 554 qualified project leads sent to Energy Trust programs
2011 Annual Report to OPUC Page 47 of 59 April 16, 2012

Updated December 21, 2012

Residential

PGE used Schedule 110 funds to enhance basic information provided through residential mass-market 

channels with the following promotions:

 In January, PGE promoted flat-fee installation of energy-efficient Marathon water heaters 

through Roto-Rooter with a bill insert. Energy Trust offered instant incentives on the product 

during the promotional period. 149 water heaters were installed during the promotion, resulting 

in a 17% increase from 2010. In 2011, 177 PGE customers participated in Marathon water 

heater promotions; 77 customers received the Energy Trust $75 water heater incentive.

 In March, Home Connection featured the Energy Trust’s Refrigerator Recycling program, energysmart shopping tips for appliances and appliance incentives provided by the Energy Trust. 2,284 

customers clicked on the March Home Connection Appliances story for more information. In 

December, PGE supported the Energy Trust’s Refrigerator Recycling program with an email to 

132,647 single-family homeowners. 28,980 PGE customers opened the email, achieving a 21% 

open rate. 5,465 total refrigerators were recycled from PGE residential customers in 2011.

 In June, Home Connection featured the Energy Trust’s Energy Saver Kit promotion and 

mentioned the Energy Trust Home Comfort $150 bonus incentive. 2,026 customers clicked on 

the June Home Connection Energy Saver Kit story for more information. During November, PGE 

sent an ESK email to 135,000 residential customers. 74,422 PGE customers opened the email, 

achieving a 29% open rate. Shortly after the ESK email was sent on 11/28, the Energy Trust’s 

website received 13,700 visits - a new record for energytrust.org. The previous one-day high, 

(also generated by a PGE email), was 5,700 visits. 8,000 kits were ordered on 11/28 and 22,973 

Energy Saver Kits were sent to PGE customers in 2011.

 Also in June, PGE sent 19,478 emails featuring the Owens Corning promotion to a targeted 

group of residential customers in June. The promotion offered a saving of 10 percent off labor 

and materials when customers hired a participating Owens Corning preferred contractor for 

installed insulation projects. The email also featured the Energy Trust’s Home Comfort $150 

bonus incentive. 4,328 customers opened the email (22% open rate). 46 PGE customers applied 

for the Energy Trust Home Comfort bonus incentive in 2011.

 July’s edition of Update and Home Connection featured energy efficient windows and 

mentioned Energy Trust incentives. 2,302 customers clicked through for more information. In 

2011, 57 Energy Trust window bonus incentives were processed for PGE residential customers.

 PGE’s residential e-newsletter, Home Connection, is sent monthly to about 350,000 customers. 

In November, Home Connection featured the Home Performance with ENERGY STAR program; 

71 customers clicked through for more information.

 PGE offered Energy Trust’s Home Energy Review program with an Update newsletter story in 

September. 

 PGE Plumber Network Installers fit 1,336 showerheads in customer homes when on residential 

jobs in PGE’s service territory during 2011

 From October to December, PGE Community Offices gave away free 14 watt compact florescent 

bulbs (CFLs) to PGE customers. PGE Community Offices distributed 72,000 bulbs during this 

period of time- resulting in 2 MW in energy savings.
2011 Annual Report to OPUC Page 48 of 59 April 16, 2012

Updated December 21, 2012

2011 Measurable Results

 22,973 Energy Saver Kits to PGE customers in 2011

 5,465 PGE customers participated in the Energy Trust’s Refrigerator Recycling program

 149 PGE customers participated in the Marathon water heater promotion; 77 customers 

received the Energy Trust $75 water heater incentive 

 1,336 free showerheads have been installed by PGE’s plumber network when on residential jobs 

in PGE’s service territory. 14,102 showerheads have been distributed to PGE customers in 2011 

through plumber network and kits.

 46 Energy Trust Home Comfort bonus incentives 

 57 Energy Trust window bonus incentives 

 104 Savings within Reach participants

 Transfers from PGE’s call center to Energy Trust 2011: Appliance Program (PECI): 239, Warm 

Program (CSG): 513, OPower: 467
2011 Annual Report to OPUC Page 49 of 59 April 16, 2012

Updated December 21, 2012

Energy Trust of Oregon

2011 Annual Report NW Natural Washington 

April 25, 20129

TABLE OF CONTENTS

 Page

I. Introduction, Background and Goals 50

II. Annual Report Highlights 51

III. Annual Results 54 

Appendices

1. Energy Efficiency Measure Counts and Savings 56 

2. Customer Satisfaction 58 

 

9 April 25, 2012, is the date this report is due from NW Natural to the Washington Utilities and Transportation Commission.
2011 Annual Report to OPUC Page 50 of 59 April 16, 2012

Updated December 21, 2012

I INTRODUCTION, BACKGROUND AND GOALS

A. Introduction

This report covers 2011, the second full year that Energy Trust provided services to customers of 

NW Natural in southwest Washington.

It addresses progress toward annual goals, information on revenues and expenditures, number of 

completed projects and incentives paid during the year and highlights of program activity. 

B. Background

At the request of NW Natural and following the approval granted by the Washington Utilities 

and Transportation Commission, WUTC, Energy Trust began administering NW Natural’s 

demand-side management programs in southwest Washington on October 1, 2009. The first 

year was viewed as a pilot. Satisfied with results from the pilot year, in 2011 the WUTC 

approved Energy Trust’s continued administration of conservation programs in Washington. 

C. Oversight

The Energy Efficiency Advisory Group, EEAG, was created to provide advice and oversight for 

NW Natural/Energy Trust energy-efficiency offerings in Washington. The advisory group is comprised 

of representatives from NW Natural, Energy Trust, WUTC, Washington Public Counsel, Northwest 

Industrial Gas Users and the Northwest Energy Coalition.

D. Goals

NW Natural, in collaboration with the EEAG, established performance metrics for the 2011 

program year. This report presents Energy Trust’s performance against those goals (see 

page 51). 
2011 Annual Report to OPUC Page 51 of 59 April 16, 2012

Updated December 21, 2012

II. ANNUAL REPORT HIGHLIGHTS

A. Summary

 Gas efficiency measures installed in 2011 by NW Natural’s Washington customers 

saved 204,372 annual therms of natural gas—including 63,931 annual therms in Existing 

Homes, 19,243 annual therms in New Homes and 121,198 annual therms in Existing 

Buildings. 

 Total 2011 savings exceeded the NW Natural Washington stretch goal by 9 percent 

and exceeded the conservative goal by 28 percent. 

 All three programs met their 2011 stretch savings goals while keeping total program 

spending, including incentives, delivery and administration, well within budget. 

 In 2011 an energy efficiency services group, comprised of Clark County stakeholders, 

began meeting quarterly to identify opportunities for collaboration. The group includes 

representatives from Energy Trust, Clark Public Utilities, Clark County Energy Efficiency 

Services and Clark County Community Development’s Weatherization program.

B. Washington Utilities and Transportation Commission Performance Metrics

The table below compares 2011 annual results to 2011 program goals, as established in NW Natural’s 

Energy Efficiency Plan for Washington (updated December 6, 2010). Energy Trust exceeded each of the 

five metrics established for 2011. 

2011 Results Compared to Goals

Metrics Goal 2011 

Total

Q1 

Results

Q2

Results

Q3

Results

Q4

Results

Therms Saved 159,000 –

187,000

204,372 16,128 36,075 27,412 124,757

Total Program 

Cost

$1,212,000 –

$1,380,616

$1,069,376 $191,619 $210,186 $260,003 $407,567

Average Levelized 

Cost Per Measure

Not to Exceed 

$0.65

$0.358 $0.785 $0.404 $0.416 $0.225

Dollars Spent Per 

Therm Saved

Less Than $7 $5.23 $11.88 $5.83 $6.21 $3.27

Total Utility Cost at 

Portfolio Level 

Greater than 

1.0

2.6

Total Resource 

Cost

Greater than

1.0

1.7

2011 Utility Cost and Resource Cost by Program

Program Utility Cost Total Resource Cost

Existing Buildings 4.2 1.8

Existing Homes 1.7 1.8

New Homes 1.5 1.5

Overall 2.6 1.7
2011 Annual Report to OPUC Page 52 of 59 April 16, 2012

Updated December 21, 2012

2011 Total Utility Cost and Resource Cost

Program Utility Cost Total Resource Cost

NWN-WA Portfolio 2.6 1.7

NWN-WA Low Income 1.5 1.2

Overall 2.6 1.7

C. Commercial sector highlights 

 Existing Buildings achieved savings of 121,198 annual therms in 2011, exceeding the stretch 

goal of 105,000 annual therms by 15 percent. 

 Insulation accounted for 42 percent of annual savings, followed by custom projects with 35 

percent, boilers at 16 percent and radiant heat at 4 percent.

 The custom offering launched January 1, 2011, and generated savings of approximately 

43,000 annual therms. Incentives supporting new custom studies were not required, as the 

program was able to acquire savings using existing studies in the market. 

 Certain prescriptive incentives were made available to new building projects in 2011, 

including water heating, boiler, commercial laundry and foodservice equipment incentives. Only 

one new construction project took advantage of these incentives, but the program expects more 

will do so as the economy recovers and construction activity increases. 

 A thermal curtain incentive was added as another measure available to commercial 

greenhouses (other measures include boilers, pipe insulation and radiant heaters). 

 K-12 schools were a major driver of savings. The program actively acquired nine projects, 

which produced savings of 32,000 annual therms. The program expects to acquire numerous 

additional school projects in 2012. 

 Starting in Q4, a 10 percent custom bonus was offered to projects completing by December 

15. The bonus drove three projects toward 2011 completion, bringing in 29,000 annual therms in 

2011 savings at an added incentive cost of $2,900. 

 Only one foodservice project completed in 2011, in part due to the sluggish economy 

impacting the food service industry and also to the abundance of high-quality used restaurant 

equipment available. 

 All commercial participants surveyed in 2011 were satisfied or very satisfied with their 

experience with Energy Trust. The 12 program participants were contacted by telephone shortly 

after completing energy-efficiency upgrades and receiving an incentive check.

D. Residential sector highlights

 Residential programs achieved total savings of 83,174 annual therms in 2011, of which 

Existing Homes accounted for savings of 63,931 annual therms, while New Homes saved 19,243

annual therms. These results met the Existing Homes stretch goal of 63,654 annual therms and 

exceeded the New Homes stretch goal of 18,700 annual therms by 3 percent. 

Existing Homes

 The program delivered 1,757 Energy Saver Kits in 2011, a greater-than-anticipated response 

from customers. Clark Public Utilities has expressed interest in purchasing the electric savings 

from compact fluorescent light bulbs included in the standardized Energy Saver Kits. The 
2011 Annual Report to OPUC Page 53 of 59 April 16, 2012

Updated December 21, 2012

program will directly communicate with Energy Saver Kit recipients in 2012 to drive deeper 

program participation. 

 With 162 units installed, gas furnaces accounted for 18 percent of program savings in 

2011, compared to 43 percent in the pilot year. The reduction correlates with a drop in market 

sales of all home heating equipment in 2011. 

 A total of 174 weatherization measures—insulation, air sealing and duct sealing—were 

installed, along with 43 gas hearths and 29 efficient water heaters (most of which were tankless). 

Home Energy Reviews were provided to owners of 213 homes.

 In Q4 the program engaged plumbers in a direct-install initiative with low-flow showerheads 

and faucet aerators. 

 Advertisements in three Vancouver-area cinemas promoting incentives and Energy Saver Kits 

ran for two months as part of a joint fall campaign with NW Natural. This innovative marketing 

strategy cost significantly less than traditional print advertising.

 The program hired a full-time regional representative in March 2011, who contacted 59

Washington-based contractors regarding participation as trade allies. 

 The program enrolled 16 Washington-based trade allies in 2011. 

 86 percent of residential participants surveyed in 2011 were satisfied or very satisfied with 

their experience with Energy Trust. The 65 program participants were contacted by telephone 

shortly after completing energy-efficiency upgrades and receiving an incentive check.

New Homes

 A total of 210 ENERGY STAR® Builder Option Package new homes received incentives in 

2011, 60 more than stretch goal. 

 Market share for the year was approximately 33 percent, despite the fact that approximately

30 percent fewer single-family home construction permits were issued in 2011 compared to 2010.

 High-efficiency gas clothes washers were included in an additional 107 new homes, an 

incentive made available in Q4 in collaboration with Clark Public Utilities. 

 Tankless water heaters failed to attract a single purchaser in 2011, even though eligibility 

was extended to homeowners in addition to builders.

E. Trade Ally Network 

 Energy Trust’s Trade Ally Network serving Washington customers continued to grow in 2011. 

 By year end, 160 trade allies served Washington, 28 more than had been enrolled at the end 

of 2010. Of these, 57 were based in Washington—17 more than at the end of 2010.

 Breakfast meetings exclusively for Washington trade allies serving Existing Buildings and 

Existing Homes were held in Vancouver in December. These events will continue in 2012—with 

each program offering an event in spring and again in early winter. 

 
2011 Annual Report to OPUC Page 54 of 59 April 16, 2012

Updated December 21, 2012

III. ANNUAL RESULTS

A. Activity highlights—sites served 

B. Revenues

Source Actual Revenue YTD Budgeted Revenue YTD

NW Natural $ 642,144 $ 755,207

The variance reflects a timing difference within the 2011-2012 Energy Trust board-approved budget. The 

full revenue amount for 2011 was received from NW Natural, per the current funding contract.

C. Expenditures 

Actual 

Expenditures YTD

Budgeted 

Expenditures YTD Variance

Existing Buildings $ 402,851 $ 493,154 $ 90,304

Subtotal $ 402,851 $ 493,154 $ 90,304

Existing Homes $ 423,480 $ 517,068 $ 93,588

New Homes $ 212,356 $ 191,288 $ (21,068)

Subtotal $ 635,836 $ 708,356 $ 72,519

$ 30,689 $ 42,127 $ 11,438

$ 1,069,376 $ 1,243,637 $ 174,261

Commercial Programs

Residential Programs

Administration

TOTAL

The favorable spending variances in Existing Buildings and Existing Homes were driven largely by actual 

incentive payments coming in under budget and by a partial-year position vacancy. The New Homes 

program overspent its incentive budget because ENERGY STAR new homes exceeded goal by 60 

homes. 
2011 Annual Report to OPUC Page 55 of 59 April 16, 2012

Updated December 21, 2012

D. Incentives paid 

Incentives paid account for 51 percent of total year-to-date program expense. This percentage would 

have been higher if savings had been acquired at a higher cost per therm. Acquisition of savings was 

particularly cost effective on the commercial side. Total program expense is adjusted down by 15 percent 

to account for costs that a utility-delivered program would recover through rates.

E. Savings 

Levelized cost is well below the $0.65 per therm performance metric set by the WUTC. The program 

finished the year $1.77 below the $7 maximum cost per therm performance metric set by the WUTC.
2011 Annual Report to OPUC Page 56 of 59 April 16, 2012

Updated December 21, 2012

APPENDIX 1: 2011 Energy Efficiency Measure Counts and Savings

Table 1: Residential Sector Measures

Category Measure

Measures

Installed

Total Therms 

Saved

AIR SEALING Air sealing 22 1,046

Blower door test 33 0

Total Air Sealing 55 1,046

DUCT SEALING & Duct testing 56 0

INSULATION Duct sealing 48 2,162

Duct insulation 7 334

Prescriptive duct repair and sealing 25 1,125

Total Duct Sealing & Insulation 136 3,621

SHELL INSULATION Ceiling insulation 41 3,538

Floor insulation 18 1,419

Knee wall insulation 6 91

Wall insulation 7 408

Total Shell Insulation 72 5,455

WATER HEATING Faucet aerator installed during Home Energy Review 139 1,474

Shower wand installed during Home Energy Review 30 413

Showerhead installed during Home Energy Review 138 2,703

Water heater thermostat set back 39 284

Tank water heater 3 48

Tankless water heater 26 1,690

Showerhead buydown -- 8,970

Faucet aerator installed by plumber 10 157

Showerhead installed by plumber 7 138

Showerhead ordered online 217 2,186

Total Water Heating 609 18,063

GAS FIREPLACES Total Gas Fireplaces 43 4,205

SPACE HEATING Total Furnaces 162 11,290

WINDOWS Total Homes Replacing Windows 44 2,098

HOME ENERGY REVIEWS Total Home Energy Reviews 213 0

ENERGY SAVER KITS Total Energy Saver Kits 1,757 18,154

NEW HOMES ENERGY STAR®

new home Builder Option Package 210 18,900

High efficiency clothes washers 107 343

Total New Homes 317 19,243

GRAND TOTAL 3,408 83,174
2011 Annual Report to OPUC Page 57 of 59 April 16, 2012

Updated December 21, 2012

Table 2: Commercial Sector Measures

Category Measure

Measures

Installed

Total Therms 

Saved

SHELL INSULATION Ceiling insulation 15 49,107

Wall insulation 7 1,803

Total Shell Insulation 22 50,910

WATER HEATING Conventional Condensing Tank 2 302

Tankless 1 217

Total Water Heating 3 519

SPACE HEATING Boiler 4 19,491

Boiler pipe insulation 1 570

Direct-fired radiant heaters (multiple heaters per space) 6 4,503

Space Heating Total 11 24,564

STEAM TRAPS Total Steam Traps 1 1,792

FOODSERVICE EQUIPMENT Total Gas Convective Ovens 1 604

CUSTOM Total Custom Measures 7 42,809

GRAND TOTAL 45 121,198
2011 Annual Report to OPUC Page 58 of 59 April 16, 2012

Updated December 21, 2012

APPENDIX 2: Customer Satisfaction

In 2011, Energy Trust continued short telephone surveys of NW Natural customers in Washington 

who had participated in Energy Trust programs. Energy Trust attempted to reach 70 residential and 

all commercial customers served in NW Natural’s Washington service territory to determine degree 

of satisfaction with their engagement in Energy Trust programs. Results from 65 residential 

customers and 12 commercial customers indicate a generally high level of customer satisfaction for 

both groups. 

Table 1: NW Natural Washington Residential Customer Satisfaction January 1-December 31, 2011

Sector Dissatisfied Neutral Satisfied/very satisfied

Residential (n=65)

Overall 6% 8% 86%

Incentive application 8% 4% 88%

Turnaround time to receive incentive 16% 13% 71%

Table 2: NW Natural Washington Commercial Customer Satisfaction January 1-December 31, 2011

Sector Dissatisfied Neutral Satisfied/very satisfied

Commercial (n=12)

Overall program experience 0% 0% 100%

Ease of applying for incentive 0% 0% 100%

Interaction with program representative 0% 0% 100%

Incentive amount 8% 0% 92%

Performance of equipment installed 0% 27% 73%
2011 Annual Report to OPUC Page 59 of 59 April 16, 2012

Updated December 21, 2012

2011 Electric Efficiency Results for SB 1149 and SB 838 Funds 

2011 SB 1149 Electric 

Efficiency Results

PGE aMW 

Saved

Pacific Power

aMW Saved

Total aMW 

Saved Expenses mil $/aMW

Commercial 4.48 2.72 7.20 $ 17,339,223 2.41

Industrial 5.92 4.71 10.63 $ 16,013,633 1.51

Residential 4.54 2.56 7.10 $ 14,938,764 2.11

Total Electric 

Efficiency Programs 14.94 9.99 24.93 $ 48,291,620 1.94

2011 SB 838 Electric 

Efficiency Results

PGE aMW 

Saved

Pacific Power 

aMW Saved

Total aMW 

Saved Expenses mil $/aMW

Commercial 5.20 3.79 8.99 $ 20,590,046 2.29

Industrial 2.04 1.14 3.18 $ 7,577,358 2.39

Residential 6.00 3.79 9.79 $ 22,212,691 2.27

Total Electric 

Efficiency Programs 13.24 8.72 21.96 $ 50,380,095 2.29

2011 SB 838 Utility 

Expenditures Q1 Q2 Q3 Q4 Total

Portland General Electric $ 119,551 $ 138,644 $ 125,161 $ 115,813 $ 499,169 

Pacific Power $ 77,327 $ 309,113 $ 157,731 $ 404,384 $ 948,555 

Total $ 196,878 $ 447,757 $ 282,892 $ 520,197 $ 1,447,724