Energy Trust of Oregon, Inc. 851 SW Sixth Avenue, Suite 1200 Telephone: 1-866-368-7878 

www.energytrust.org Portland, Oregon 97204 Facsimile: 503-546-6862 

Energy Trust of Oregon 

2006 Annual Report 

April 16, 2007 
Energy Trust of Oregon 2006 Annual Report April 16, 2007

2

Table of Contents Page 

I Message from the Executive Director 3 

II Background, Mission and Goals 4

III 2006 Highlights 4

IV Revenues and Expenditures 6

V Savings and Generation 7

VI 2006 Performance Measures 8

VII Projects Completed 10

Appendix

2002-2006 Progress Toward 2012 Goals 11

Energy Efficiency Program Descriptions 12

Renewable Energy Program Descriptions 13

2006 Energy Trust Board of Directors 15

Board Development Guidelines 17

2006 Advisory Council Members and Meetings 18

2006 Call Volumes and Web Visits 20

Audited Financial Statements
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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I Message from the Executive Director

As 2006 came to a close, Energy Trust marked nearly five years of working with Oregon homeowners,

businesses, utilities, trade allies and other stakeholders to change the way we produce and use energy.

Together, we’re making impressive strides with investments in energy efficiency and renewable energy 

development. Since we mailed our first incentive check on June 10, 2002, Energy Trust has invested $92

million to help Oregonians save and generate over 1.2 billion annual kilowatt hours of electricity and

save over 4 million annual therms of natural gas. That’s enough electricity to power 109,000 homes and

enough natural gas to heat 9,000 homes, equal to the yearly needs of a city approximately half the size of

Portland.

In 2006, Oregonians were more committed than ever to saving gas and electricity in their homes and 

businesses. Record participation enabled us to exceed our electric energy savings goal by 11 percent and 

increase by more than three quarters the amount of gas savings we acquired compared to the previous 

year. Though the availability and cost of wind turbines directly impacted our 2006 renewable energy

goals, we effectively filled the pipeline with major projects that are expected to generate 41 average

megawatts by the end of 2007.

Our accomplishments this year—and during the past five years—are especially meaningful given the

direct benefits to our economy and our environment. Energy Trust investments in clean energy have 

infused Oregon’s economy with millions of dollars since our inception. The correlation between saving

energy and new renewable energy generation also cools global warming, eliminating over 2 billion 

pounds of carbon dioxide from our atmosphere. This equates to planting nearly 3,500 acres of trees or

removing 183,000 cars from our roads.

Energy Trust programs help Oregonians from Cannon Beach to Klamath Falls and Portland to Pendleton

make a difference. Cumulatively, these people include the 13,000 homeowners who had Home Energy

Reviews, the 850 home and business owners who tapped into the power of the sun, the 31 communities

that installed energy efficient LED traffic signals, the 4,000 businesses that installed efficient lighting

systems or other equipment, the 500 industrial sites that have upgraded their processes and the 88,000

Oregonians who purchased premium efficiency clothes washers.

Just as it takes a village to raise a child, it takes a state to change our energy future and slow global 

warming. By participating in Energy Trust programs over the last five years, Oregonians have

demonstrated that energy independence and environmental responsibility remain important Oregon 

values. 

Our Energy Trust board of directors and entire staff applaud Oregonians for their commitment to 

powerful change. We are honored to be a part of forging the clean energy path that must be our future.

Thank you.

Margie Harris, Executive Director
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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11 Background, Mission and Goals

A. Background

On March 1, 2007, Energy Trust marked five years of investing utility public purpose funds 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, Cascade Natural Gas and Avista. 

Energy Trust programs are managed by a small staff, with the majority of our programs delivered by

specialized service providers who represent a network of over 750 hundred business trade allies from 

around the state. Our work is shaped by two advisory councils and is led by a diverse board of directors 

who volunteer their time and expertise. Via contract with the Oregon Public Utility Commission, we

also comply with minimum requirements they establish for our performance.

B. Mission

The Energy Trust mission is to “change how Oregonians produce and use energy by investing in efficient 

technologies and renewable resources that save dollars and protect the environment.” 

C. Vision

Imagine meeting the future energy needs of Oregonians in a way that lowers energy cost, adds comfort 

to homes, strengthens our economy and leaves our environment healthier for generations to come.

This will happen when we choose to use energy more efficiently and develop renewable energy 

resources. The people at Energy Trust are committed to this future. 

D. 2012 Goals 

1. Save 300 average megawatts of electricity—enough to power nearly one sixth of Oregon’s

housing stock.

2. Save 19 million annual therms of natural gas—enough to heat 40,000 homes.

3. Help Oregonians meet 10 percent of their electricity needs from renewable resources.

4. Expand participation by customers that have been hard to reach historically.

5. Help businesses thrive by promoting energy efficiency and renewable energy. 

6. Encourage Oregonians to integrate energy efficiency and renewable energy in daily life. 

III 2006 Highlights 

A. General

! Helped nearly 290,000 Oregon homeowners, renters and businesses save energy and money—

up 60 percent over than 2005 participation, primarily resulting from continuing growth in

compact fluorescent lightbulb sales influenced by Energy Trust and Northwest Energy Efficiency 

Alliance efforts.

! Saved nearly 25.5 average megawatts of electricity at a levelized cost of 1.6 cents per kilowatt 

hour—significantly exceeding OPUC minimum performance measures.

! Saved nearly 2.3 million therms of natural gas at a levelized cost of 28.4 cents per therm, 

meeting the OPUC performance measure. Gas savings rose 76 percent in 2006 compared to

2005.

! Significantly expanded the number of renewable projects to be completed 2007 and beyond,

supporting 29 projects in construction and 34 projects in early stages of development.

! Maintained low administrative costs, well within the OPUC performance measure.
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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! Supported the growth of over 750 Oregon businesses that are strengthening the state’s 

economy as trade allies, many of which are small businesses in local communities. 

! Generated $11.8 million in wages, $2.9 million in new business income and created 404 new

jobs

1

. 

! Cumulatively saved 123.6 average megawatts of electricity and 4.4 million annual therms of 

natural gas, equivalent to 41 percent and 23 percent of our respective, and ambitious, 2012

electric and gas saving goals. 

! Cumulatively generated 16.8 average megawatts of renewable energy, approximately 11 percent

of the aggressive 2012 goal of 150 average megawatts, and began construction of 41.1 more

average megawatts, equal to nearly 40 percent of the 2012 goal.

! Improved air quality by offsetting 213,000 tons of carbon dioxide generated by fossil fuels

2

, the 

equivalent of taking over 37,500 cars off the road or planting over 700 acres of trees.

B. Residential efficiency programs

! Conducted 6,007 energy reviews and installed 40,759 compact fluorescent lightbulbs in 2,994

electrically heated homes and 3,013 gas-heated homes.

! Supported over 29,647 internet users employing the online Home Energy Analyzer.

! Helped fund the purchase of 22,429 energy efficient clothes washers in 11,034 homes with

electric hot water and 11,395 homes with gas hot water.

! Installed energy efficient measures such as sealed ducts, insulation, high efficiency space heating 

equipment and energy efficient windows in 9,673 single family homes, 4,636 multifamily units,

and 380 manufactured homes. Of these, 5,845 homes received electric efficiency measures and

8,064 received gas efficiency measures, with 780 sites saving both gas and electricity.

! Installed solar water heating systems in 78 homes with electric hot water and 83 homes with gas 

hot water. 

C. Commercial efficiency programs

! Installed high efficiency measures such as energy efficient lights and efficient heating, ventilating 

and air conditioning equipment in 2,046 commercial buildings, resulting in an average incentive

payment per site of nearly $2,005. Of this total, 764 buildings received electric efficiency

measures, 1,215 buildings received gas efficiency measures, and 67 buildings saved both gas and 

electricity. 

! A total of 245 highly efficient new commercial buildings were completed, with an average

incentive payment per site of $9,463.

! Installed solar water heating systems in 5 businesses with gas hot water. 

D. Industrial efficiency programs

! Completed electric energy saving projects at 229 manufacturing firms, with an average incentive

payment of $29,211.

 1 Source: ECONorthwest 2007. Economic impact numbers are in addition to what would have occurred without 

Energy Trust’s investment of public purpose funds 2

Source: Phil Carver, Oregon Department of Energy, 2.15 lbs in Pacific Power service territory and 1.22 lbs in 

PGE’s service territory of carbon dioxide reduction per kWh of energy saved or generation using renewable 

resources, 11.7 lbs of carbon dioxide reduction per therm saved. 
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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E. Renewable energy programs

! Provided incentives to help install solar electric systems in115 homes and 27 commercial

buildings. Energy Trust has funded nearly 2 megawatts of new solar installations for Portland 

General Electric and Pacific Power in Oregon.

! Provided financial support to two biomass projects and a large wind project that all started

construction in 2006 for completion in 2007. These three projects represent 40.8 average

megawatts from new clean renewable energy sources for Oregon.

IV Revenues and Expenditures 

! Received $58.1 million during 2006.

! Spent $47.9 million (including carryover funds from prior years). 

! Paid $26.7 million in incentives to end users.

A. Revenues 

Total 2006 revenues received from each utility were very close to projections. 

Source Actual revenues received in 2006 Budgeted revenues in 2006

Portland General Electric $29.5 million $28.2 million

Pacific Power 19.0 million 18.1 million

NW Natural 9.1 million 8.3 million

Cascade Natural Gas 0.3 million 0.2 million

Avista 0.2 million 0.2 million

Total $58.1 million $55.0 million

B. Expenditures

Efficiency spending fell below budget because completion of several large projects in the industrial, new

buildings and new homes sectors was delayed until 2007. Corresponding incentive expenditures and

savings will be reported upon project completion. 

Renewable incentives, above market cost reimbursements and corresponding generation expenditures

are reported for all programs when projects are completed, with the result that annual expenses are

below budget. Financial commitments made in 2006 equal $19.6 million, with funds for projects

underway held in escrow until completion, after which related expenditures will be reported in 2007

and beyond. 

Type Actual expenditures 2006 Budgeted expenditures 2006

Energy Efficiency programs $43.2 million $50.9 million

Renewable Energy programs 2.4 million 29.8 million

Administration 2.3 million 2.8 million

Total $47.9 million $83.5 million

Incentives Paid 2006

Energy Efficiency Renewable Energy Total 

PGE Pacific Power NW

Natural

Cascade

Natural

Gas* 

Avista* PGE Pacific 

Power

Q1 $2,364,680 $1,682,363 $1,077,337 - - $79,167 $112,425 $5,315,972

Q2 2,211,896 2,244,505 942,537 - - 87,321 210,745 5,697,004

Q3 1,761,118 2,383,748 903,501 7,374 461 112,181 150,010 5,318,393

Q4 4,248,104 4,209,898 1,580,594 72,391 8,463 167,067 130,305 10,416,822

Total $10,585,798 $10,520,514 $4,503,969 $79,765 $8,924 $445,736 $603,485 $26,748,191

* Energy Trust began delivering programs to customers of Cascade Natural Gas and Avista in mid-2006. 
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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V Savings and Generation

A. Electric efficiency savings

In 2006, Energy Efficiency programs saved 25.5 average megawatts, achieving 111 percent of Energy

Trust’s 2006 “best case” projection of 23 average megawatts. Since March 1, 2002, these programs have

cumulatively saved 123.6 average megawatts, or 41 percent of Energy Trust’s 2012 goal

3

. Many projects

underway in 2006 will be completed in 2007 and 2008. Savings are tabulated upon project completion

and are based on initial projections of savings of installed measures. Actual savings are "trued up" each 

year based upon evaluation results, market research and other factors. 

The cost of acquiring the 25.5 average megawatts was $1.41 million per average megawatt—a significant 

improvement over our best case target of $1.74 million per average megawatt. 

Electric Efficiency Savings 2006

PGE

aMW

Pacific

Power

aMW

Total 

Savings* 

aMW Expenses

mil $ / 

aMW

Levelized

Cost/kWh 

Residential 6.17 3.82 9.99 $10,709,440 1.1 1.3¢

Commercial 4.57 2.00 6.57 10,105,175 1.5 1.5¢

Industrial 3.38 5.55 8.93 15,074,649 1.7 1.9¢

Total Energy Efficiency Programs 14.12 11.37 25.49 $35,889,264 1.4 1.6¢

* Includes transmission and distribution savings

B. Gas efficiency savings 

In 2006, efficiency programs saved 2.3 million annual therms of natural gas, representing 66 percent of

the 2006 best case projection of 3.5 million annual therms. Since gas programs began in 2003, cumulative

savings of 4.4 million annual therms have been realized, accounting for 23 percent of the 2012 goal. 

Gas Efficiency Savings

2006

NWN 

Annual

Therms

Cascade

Annual

Therms

Avista

Annual

Therms

Total 

Savings 

Annual

Therms Expenses

$

/Therm 

Levelized

Cost/ 

Therm 

Residential 1,001,993 23,278 4,689 1,029,960 $7,015,827 6.81 38.1¢

Commercial 1,215,075 49,563 n/a 1,264,638 2,350,303 1.86 15.1¢

Industrial n/a n/a n/a n/a n/a n/a n/a

Total Energy

Efficiency Programs 2,217,068 72,841 4,689 2,294,598 $9,366,130 4.08 28.4¢

C. Renewable energy generation

In 2006, completed renewable energy generation projects fell short of Energy Trust goals. The uncertain 

status of the federal production tax credit for renewable energy kept Energy Trust, the utilities and key 

developers from moving more quickly on wind and certain biomass projects. To date, cumulative 

renewable energy generation totals 16.8 average megawatts, or about 11 percent of the 2012 direct

acquisition goal of 150 average megawatts. Another 29 projects funded by Energy Trust in 2006 and

totaling 41.1 average megawatts began construction in 2006. These projects will come on line in 2007

and together with the operating projects represent almost 40 percent of the 2012 goal. The Master

Agreements with Pacific Power and PGE were effective in identifying additional projects to fund early in 

 3 Savings from self-directed efficiency projects also count toward the goal of achieving 300 aMW of savings by 

2012. To date, 18.9 aMW of savings have been achieved by industrial consumers via self-directed funding.
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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2007. Three projects totaling over 80 average megawatts for 2007 and 2008 were under active

consideration by year’s end. 

Actual

PGE

aMW

Pacific

Power

aMW

Total 

Generation

aMW

YTD 2006

Expenses

mil $ / 

aMW

Levelized

Cost/kWh 

Utility Scale 0.00 0.00 0.00 $197,349 n/a n/a

Solar Photovoltaic 0.03 0.06 0.09 1,557,287 18.2 14.0

Wind 0.00 0.00 0.00 336,398 n/a n/a

Open Solicitation 0.01 0.00 0.01 158,659 25.6 19.6

Biopower 0.00 1.91 1.91 387,580 0.2 0.2

Total Renewable

Programs 0.03 1.97 2.00 $2,637,273 1.3 1.0

*

Projects completed and were operating in 2006. 

VI 2006 Performance Measures 

Each year the Oregon Public Utility Commission establishes minimum performance measures for Energy 

Trust. Performance measures for energy efficiency programs and renewable energy programs are set at 

an aggregated level rather than at a sector level. This allows Energy Trust to pursue different program

strategies in different sectors as market forces and technological advances change. 

The following minimum performance measures apply in 2006.

Electric Efficiency Performance Targets 

! Electricity efficiency savings of at least 20 average megawatts, computed on a three-year rolling 

average 

Exceeded, with 2004-2006 average annual electric efficiency savings = 29.5 average megawatts 

! Average levelized life-cycle cost should not exceed 2 cents per kilowatt hour

Exceeded, with 2006 average levelized life-cycle cost = 1.6 cents per kilowatt hour

Natural Gas Efficiency Performance Targets 

! Natural gas efficiency savings of at least 700,000 therms, computed on a three-year rolling

average 

Exceeded, with 2004-2006 average annual gas efficiency savings = 1.4 million annual therms

! Average levelized life-cycle cost should not exceed 30 cents per therm 

Exceeded, with 2006 average levelized life-cycle cost = 28.4 cents per therm

Renewable Resource Development Targets

! From new utility-scale renewable resources, develop nine average megawatts, computed on a 

three-year rolling average, and consistent with each utility’s acknowledged Integrated Resource 

Plan 

Expected to exceed by the end of 2007 with projects under construction for Pacific Power and in 

development for Portland General Electric 
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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! From a variety of smaller-scale projects, secure at least three average megawatts of new

renewable resources per year, computed on a three-year rolling average 

Behind 2006 target, with additional large-scale development more than exceeding this small-scale 

project shortfall; staff has taken action to meet the target for small-scale projects by the end of 2008 

Financial Integrity

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

Full compliance, with an unqualified financial audit opinion for 2006 

Program Delivery Efficiency

! Keep administrative and program support costs

4

below 11 percent of annual revenues

Exceeded, with 2006 administrative and program support costs at 6.5 percent of annual public purpose 

revenues

Customer Satisfaction

! Demonstrate reasonable customer satisfaction rates with Energy Trust services

5

In 2006, evaluations incorporating customer satisfaction measures were completed for Building 

Efficiency, New Building Efficiency, Production Efficiency, the irrigation pilot program, Multifamily Home 

Energy Savings, Efficient New Homes and Building Tune-Up and Operations. 

In 2006 evaluations showed satisfaction with our commercial and industrial programs was high. Eightyfive percent of participants in the Building Efficiency and New Building Efficiency programs indicated

they were satisfied or extremely satisfied. Ninety-three percent of Production Efficiency program 

participants indicated they were satisfied with their overall experience. Overall satisfaction with the 

irrigation initiative was also high; 93 percent of participants reported being satisfied or extremely 

satisfied. Participants in the Building Tune-Ups program also indicated satisfaction with their experience 

in the program.

In the residential sector, 91 percent of participants in the Multifamily Home Energy Savings program 

reported being satisfied or extremely satisfied. Builders participating in the Efficient New Homes 

program were extremely satisfied; only one builder surveyed indicated an overall satisfaction rating of 

less than 8 on a scale of 1 to 10. 

Energy Trust recorded 10 customer complaints in 2006, and 27 since beginning operations in 2002.

Benefit/Cost Ratios 

! Report benefit/cost ratios for larger conservation acquisition programs for 2006.

6

 4

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. 

5 To measure, survey customers as part of program evaluations and allow for open-ended responses. Report

salient statistics regarding complaints received directly and from utility customer services.

6

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.
Energy Trust of Oregon 2006 Annual Report April 16, 2007

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Program Utility System Test Societal Test

Efficient Home Products 2.4 2.0

Home Energy Savings 2.3 1.2

Building Efficiency 3.6 1.5

New Building Efficiency 5.1 2.5

Production Efficiency 2.6 1.3

NW Energy Efficiency Alliance 9.0 3.3

VII Projects Completed 

Energy Efficiency Installed Projects Total Sites by Measures Installed

Sites Electriconly

GasonlyBoth

Residential

Efficient Home Products appliance rebates 22,429 11,034 1,027 10,368

Efficient New Home enhancements 633 79 542 12

Efficient New Homes constructed 1,590 547 199 844

Efficient New Manufactured Homes purchases 586 571 15

Home Energy Reviews conducted 6,007 2,994 357 2,656

Manufactured Homes refitted 380 365 9 6

Multifamily units retrofitted 4,636 3,832 188 616

CFLs provided or sold 239,768 239,768

Residential Solar Hot Water installations 161 78 83

State Home Oil Weatherization program CFL packs mailed 1,338 1,338

Single family homes retrofitted 9,673 1,648 7,867 158

Commercial sites treated 

Building Efficiency sites treated 2,046 764 1,215 67

New Building Efficiency sites treated 245 142 12 91

Solar Hot Water Commercial installations 5 5

Industrial sites treated 229 229 

TOTAL EFFICIENCY 289,726 263,389 11,504 14,833

Renewable Energy installed projects

Utility Scale projects installed

Solar Electric residential installations 115 115

Solar Electric commercial installations 47 47

Community Wind projects installed

Biopower projects installed 1 1

Open Solicitation projects installed 2 2

TOTAL RENEWABLES 165 165 

We define “projects” to be completed installations or services at one location (“site”), with certain exceptions:

! A Home Energy Review, with CFL installation, counts as one project. If that home subsequently installs one or more

measures, this installation counts as a separate project.

! Each apartment unit treated counts as one project. 

! Each manufactured home counts as one project. 

! Measures installed in separate facilities within a large industrial complex count as separate projects.
Energy Trust 2006 Annual Report April 16, 2007

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Appendix 

2002-2006 Progress towards 2012 Goals

23%

11%

41%

19 Million 150 aMW

Therms

300 aMW

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMW

Goal
Energy Trust 2006 Annual Report April 16, 2007

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Energy Efficiency Program Descriptions 

Home Energy Savings. Residential utility customers can take advantage of energy-saving 

recommendations, referrals to qualified contractors and cash incentives for qualified improvements from

insulation to duct sealing to energy efficient electric and gas water heaters, furnaces and heat pumps. 

Other offerings include energy efficiency improvements targeting multifamily and manufactured home 

dwellings. The program also offers a web-based Home Energy Analyzer to help residential customers 

learn how they can improve the efficiency of their homes. The program started in March 2003 and is

implemented by Conservation Services Group.

Efficient Home Products. This program offers cash incentives for purchase of ENERGY STAR®

qualified clothes washers and lighting. The program also provides four compact fluorescent lightbulbs to

electric rate payers who complete the online Home Energy Analyzer. In 2006, the program continued to

support “Lights for Learning”—a school fundraising opportunity in which students sell CFLs to raise

money while also learning about energy efficiency. The program began in January 2004 and is

implemented by Portland Energy Conservation, Inc.

Efficient New Homes. This program is designed to expand the market share of ENERGY STAR

qualified homes in Oregon by creating a homebuyer demand for them and the building infrastructure to 

aid in the construction. The program is utilizing whole-house and stand-alone incentives to aid builders 

in overcoming some of the larger hurdles, performance testing incentives and training, and overall 

marketing support efforts. In 2006, this program continued to offer a manufactured homes component

in order to advance the sale of energy efficient manufactured homes. The program began in April 2004

and is implemented by Portland Energy Conservation, Inc.

Building Efficiency. This program provides a range of electric and gas energy-saving services and 

incentives for existing Oregon commercial and institutional facilities. Incentives are offered for qualified 

improvements such as lighting, HVAC, motors, controls and natural gas space and water heaters, 

restaurant equipment and insulation. Services include energy surveys and technical analysis, contractor

referrals, project facilitation and post-installation assistance. The program began in February 2003 and is 

implemented by Lockheed Martin.

New Building Efficiency. Financial incentives for high efficiency electric and gas equipment, energy 

modeling and design assistance help customers maximize efficiency of commercial and industrial new 

construction projects, major renovations and additions to existing buildings. This program was launched 

in October 2003 and is implemented by Science Applications International Corporation.

Building Tune-Up and Operations. This program provides financial incentives to help building owners

and operators maximize efficiency through operations and maintenance at their facilities. The program 

offers incentives for boiler tune-ups, incentives for building retrocommissioning, and assistance for 

buildings participating in the Northwest Energy Efficiency Alliance’s commercial sector activities. This 

program was launched in fall 2005 and in 2007 will operate as a program track under the Building 

Efficiency program. Building Tune-Up and Operations was implemented by Portland Energy

Conservation, Inc.

Production Efficiency. This program provides technical assistance and incentives to improve the 

electrical process efficiency of manufacturing, water and wastewater treatment and agricultural systems. 

Measures include energy efficient pumps, fans, refrigeration, controls, compressed air systems and 

material transport. The program launched in May 2003 and is implemented by Lockheed Martin.

Solar Water Heating. This energy efficiency incentive program uses the warmth of the sun to pre-heat

water for domestic and commercial uses, offsetting the need for electric or gas power.
Energy Trust 2006 Annual Report April 16, 2007

13

Northwest Energy Efficiency Alliance. Energy Trust supports the market transformation work of the

Northwest Energy Efficiency Alliance, and an Energy Trust representative serves on the Alliance board 

of directors. The Alliance influences regional energy efficient design and purchasing practices by 

providing training and coordinating regional marketing activity. The Alliance is funded by BPA, Energy 

Trust and regional utilities.

Renewable Energy Program Descriptions

Utility Scale. The Utility Scale renewables program facilitates partnerships between utilities and 

developers of wind and other large-scale renewable energy projects and provides incentives to cover 

the above-market costs for generation. Projects are acquired through a competitive solicitation 

processes in partnership with Portland General Electric and Pacific Power.

Solar Electric. This program provides cash incentives, technical services, industry support and referrals

to qualified solar contractors to help homeowners and businesses tap into the pollution-free power of

the sun.

Open Solicitation. The Open Solicitation program provides incentives and support for renewable

energy projects using commercial technologies that are not eligible for incentives through Energy Trust’s 

other renewables programs. It also helps provide experience in renewable energy sectors that may in 

the future merit their own programs.

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

studies, and other support for projects that generate electric power from organic wastes. Eligible fuels

include digester gas from sewage treatment facilities or dairies, wood waste from mills or forest 

operations, and landfill gas, among others. 

Wind. The wind program’s four elements include: 1) funding support for on-site use as well as local

projects in clusters up to 10 megawatts delivering power to the grid; 2) resource assessment through

anemometer loans, managed by Oregon State University's Energy Resource Research Laboratory, to 

help landowners determine whether sites have sufficient wind generation potential; 3) co-funding for

specific feasibility studies and project technical analyses; and 4) guidebooks for wind project 

development.
Energy Trust 2006 Annual Report April 16, 2007

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2006 Energy Trust of Oregon Board of Directors 

PRESIDENT – Tom Foley has over 26 years of experience in the field of energy analysis and 

management, including 10 years as manager of conservation and generating resources analyses for the 

Northwest Power Planning Council and 10 years at Battelle Northwest. He presently runs Tom Foley 

Consultants, which provides resource planning and consultation with utilities throughout the country.

VICE PRESIDENT – John Reynolds is professor of architecture emeritus at the University of

Oregon and 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 the president of the Pacific Northwest 

Solar Energy Association and of the subsequent Solar Energy Association of Oregon. He is chair of the 

American Solar Energy Society and serves on the Energy Committee of the Building Codes Structures

Board. 

SECRETARY – Julie Hammond is president of Sage Insurance Center in Bend. She has over 15

years experience in the insurance industry. Julie currently serves on the Safeco Advisory Council and 

Deschutes United Way. She brings a customer service orientation, small business perspective and

regional representation to Energy Trust program delivery. Julie was re-elected to a new three year term in 

2006.

TREASURER – John Klosterman is vice president of manufacturing at Rejuvenation Inc., and has 

been with the company for eight years. As part of a state pilot project, he led his company's 

implementation of an ISO 14001-based energy management system following the sustainability principles

of the Natural Step. He serves on the board of Business for Social Responsibility and is responsible for 

implementing socially responsible policies and programs at Rejuvenation. 

Al Jubitz is a native Oregonian, recently retired from the family business, the Jubitz Corporation. He is 

president and founder of the Jubitz Family Foundation and serves as director of two private start-up 

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

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

Services, and a trustee of Outward Bound West Wilderness School. Al 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 an MBA from the University of Oregon, School of Business. 

Preston Michie has more than 25 years experience working in the electric power industry, most of 

which was spent working as an attorney in the Office of General Counsel at the Bonneville Power 

Administration (BPA). Currently he works as a consultant with the BPA to help develop Grid West, an

electric energy transmission organization, support BPA's demand response programs, and assess the

potential for hydrogen in Northwest power applications. He is on the boards of the Northwest

Hydrogen Alliance, Inc., the Wetlands Conservancy, and Ridgeline Energy, LLC (a start-up wind

developer). Before his time at the BPA, Preston was a research chemist, and is a graduate of Lewis and 

Clark Law School and the University of Oregon, School of Business. 

Rick Applegate is the superfund coordinator at the City of Portland Bureau of Environmental Services. 

He has worked for more than 18 years on energy and environmental issues as an advocate for salmon 

and their watersheds. Rick was the fish and wildlife director for the Northwest Power Planning Council 

from 1987 to 1995. Before that, he was the chair of the US Southern Stakeholders Pacific Salmon Treaty

Negotiations, a member of the Pacific Northwest Comprehensive Energy Review, on the executive

committee of For the Sake of Salmon, and on the board of directors for the Sustainable Fisheries 

Foundation. Currently Rick serves on the board of the Pacific Salmon Watershed Fund. Rick was reelected to a new three year term in 2006.
Energy Trust 2006 Annual Report April 16, 2007

15

Jason Eisdorfer is legal counsel and energy program director for the Citizen's Utility Board. He served

as the public interest representative in work sessions of the Oregon Legislature's House Committee on

Power Deregulation in 1997, and in 1999 helped author Oregon's electricity industry restructuring 

legislation, which passed into law in July 1999. He is on the executive boards of the Fair and Clean

Energy Coalition, the Northwest Energy Coalition and the Renewable Northwest Project. Jason was

re-elected to a new three year term in 2006. 

Debbie Kitchin is the co-owner of InterWorks, L.L.C., a construction company specializing in 

commercial tenant improvement and renovation and residential remodeling. 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 3 years. Debbie served 

on the Pacific Northwest Regional Economic Conference board of directors for 8 years. She serves on 

the board for Commercial Real Estate Women (CREW) and is also on the executive committee of the

Portland Metropolitan Small Business Alliance. 

Vickie Liskey is a native of Klamath Falls and vice president of Liskey Farms, a 1,500-acre ranch that

uses geothermally heated water to heat ranch houses, greenhouses, tropical fish ponds, cattle watering

ponds and irrigated pastures. She has 15 years experience managing commercial greenhouses and a

degree in horticulture from North Dakota State University. Vicki brings a small business perspective and 

regional representation to the Energy Trust Board. 

Caddy McKeown is the southern region supervisor of the ASPIRE Program for the Oregon Student 

Assistance Commission. She is also active in her community serving as a commissioner on the Oregon 

International Port of Coos Bay and as vice chair on the board of directors of Bob Belloni Ranch, Inc., a

residential treatment facility for adolescent offenders. She is also on the board of directors for the nonprofit organization that manages the Coos Bay municipal pool, serves the Oregon Community

Foundation as a volunteer grant evaluator, and has previously served on the board of directors for the 

Coos Bay School District. Caddy was re-elected to a new three year term in 2006. 

Alan Meyer is the director of energy management for Weyerhaeuser Company, a diversified pulp, 

paper and forest products manufacturing company. He is responsible for coordinating energy

management activities at hundreds of 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 plus sales and marketing experience to the

Energy Trust board.

ex-officio

John Savage represents the Oregon Public Utility Commission. Now one of three OPUC

commissioners, he joined the OPUC staff 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 

ODOE’s policy and planning division from 1987 to 1993. John received a master’s 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

William Nesmith is the assistant director for conservation at the Oregon Department of Energy. Bill 

has a master of science degree and over 20 years experience in the field of energy efficiency. He has 

worked as a land use planner for local government, been a program manager with state government, 

and served as a public utilities specialist with the Bonneville Power Administration. In his current 

position he directs energy efficiency and renewable resource programs for Oregon homeowners,

businesses, and public institutions that have a combined budget of over $10 million. 
Energy Trust 2006 Annual Report April 16, 2007

16

Board Development Guidelines 

April 16, 2007

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 

OPUC. 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 even further. In addition to soliciting input through advisory councils and at

public board meetings, over a dozen individuals and partner organizations were polled to identify 

candidates with appropriate experience from throughout the state. At this same time, the board 

expanded its size to 12 voting members to allow further diversity.

Through these efforts and targeted recruitment, the current board includes voting members with

background in business (agriculture, industry, transportation, construction, manufacturing/retail and 

insurance), government and nonprofit energy sectors and higher education. Members come from Coos

Bay, Bend, Eugene, Klamath Falls and Portland. Of the voting membership, four are women and eight are 

men. The board’s Oregon Public Utility Commission (OPUC) ex-officio member is Commissioner John 

Savage. The board created an additional non-voting position for an appointee of the Oregon

Department of Energy (ODOE). Bill Nesmith, ODOE Assistant Director for Conservation Programs, 

was appointed to fill this “special advisor” position. 

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. 

In addition, all regular board members complete and sign conflict of interest forms each year. The 

OPUC ex officio board member and the special advisor from ODOE do not receive confidential 

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

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

session, as needed.
Energy Trust 2006 Annual Report April 16, 2007

17

2006 Advisory Council Members and Meetings

Conservation Advisory Council 

Steve Bicker, NW Natural 

Jeff Bissonnette, Fair and Clean Energy

Julie Brandis, Associated Oregon Industries 

Gary Curtis, West Wall Group 

Suzanne Dillard, Oregon Department of Energy 

Thomas Eckhart, UCONS LLC

Tom Eckman, Northwest Power Planning Council

Terry Egner, Micro Grid

Margie Gardner, Northwest Energy Efficiency Alliance

Andria Jacob, City of Portland, Office of Sustainable Development

Don Jones, PacifiCorp

Ken Keating, Bonneville Power Administration 

Lori Koho, Oregon Public Utility Commission 

Mat Northway, Eugene Water & Electric Board

Paul Olson, Oregon Remodelers Association

Stan Price, Northwest Energy Efficiency Council 

Lauren Shapton, Portland General Electric

Susan Steward, BOMA

Steve Weiss, Northwest Energy Coalition

Energy Trust board members who regularly attend CAC: 

Jason Eisdorfer

Debbie Kitchin

Alan Meyer 

John Reynolds

2006 Meeting Dates CAC Major Discussion Topics

January 18 2006 Building Efficiency incentive changes, Production Efficiency impact evaluation, CHP 

initiative update, Self direction policy amendment, Industrial project measure life

February 15 4thquarter program status report, Building and Production Efficiency budget update,

Building and Production Efficiency project financing options, CHP initiative update

March 1 Building and Production Efficiency project reservation process, Building and Production

Efficiency project financing options, Market transformation gas savings

April 19 Multifamily program incentive changes and reservation system, Energy efficiency 

resource assessment, Self direction policy 

May 17 1stquarter program status report, BPA conservation rate credit, Energy Trust strategic

plan update, CHP initiative update

June 21 Board strategic retreat report, Efficient New Homes process evaluation, Avoided 

natural gas costs for multiple gas companies 

July 19 Project reservation system update, Meeting load growth with Energy Trust services, 

Program budget reallocation, 
Energy Trust 2006 Annual Report April 16, 2007

18

September 13 2nd

quarter program status report, PUC performance measures update, Efficient New

Homes and Efficient New Products RFP update, Multifamily minimum insulation values,

2007-2012 strategic plan

October 18 2007 budget presentation, PUC performance measures update, Production Efficiency

program revisions, Building Efficiency and Building Tune-Up and Operations program 

integration

November 15 2007 budget update, Energy Trust new program naming convention, 2007 Efficient New

Homes and Efficient New Products program incentive changes 

Renewable Energy Advisory Council

Doug Boleyn, Cascade Solar Consulting

Debra Malin, Bonneville Power Association 

Angus Duncan, Bonneville Environmental Foundation

Thor Hinkley, Portland General Electric

Jeff King, Northwest Power & Conservation Council

Justin Klure, Oregon Department of Energy

Troy Gagliano, Renewable Northwest Project

Kyle Davis, Pacific Power 

Lori Koho, Oregon Public Utility Commission 

Frank Vignola, Solar Monitoring, University of Oregon

Chris Taylor, Horizon Wind Energy

Energy Trust board members who regularly attend RAC: 

Alan Meyer 

John Reynolds

2006 Meeting Dates RAC Major Discussion Topics

January 18 Biopower finalist update, Policy on waste-based projects, Community Wind

program design, Solar and Open Solicitation program updates 

March 15

Reauthorization of Open Solicitation procedures, Pacific Power master agreement,

Biopower update and lessons learned, Community Wind program RFP, Solar and 

Open Solicitation program updates

April 19 Biopower RFP evaluation—preliminary results, OPUC updates, Solar monitoring,

Quarterly program updates 

May 17 Board strategic planning retreat, Criteria for electricity service supplier products,

June 21 Eligible biomass description, Strategic plan update, Program updates 

August 16 Eligible biomass and emissions standards, Electricity service supplier proposal, 

Community Wind RFP update

September 20 Solar permitting study, Qualified waste proposal, Program directions, Strategic plan 

comments 

October 18 Waste renewable energy proposal, Oregon energy legislation, Renewable energy 

budget

November 15 Proposed budget 2007-2008, Summary of comments received, Large scale project 

budgeting
Energy Trust 2006 Annual Report April 16, 2007

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