# Energy Trust of Oregon 2010 Annual Report

April 15, 2011

851 SW Sixth Ave. #1200 Portland, OR 97204
1.866.368.7878
5 03.546.6862 fax20 10 Annual Report to the Oregon Public Ut ility Commission April 15, 2011

Page 2 of 40 

## Table of Contents Page

I F rom the Executive Director : 2010 in Review 3

II Background, Mission and Goals 5

III 20 10 Results 6

IV Revenues and Expenditures 11

V Savings and Generation 1 2

VI 20 10 Performance Measu res 1 5

VII Projects Completed 1 7



## Appendix

2002

- 201 0 Progress toward 2014 Goals 1 8

Energy Trust Progr am Descriptions 1 9

NW Natural Industrial Demand

- side Management Program 22

20 10 Energy T rust Board of Directo rs 23

Boar d Development Guideline s 2 7

20 10 Advisory Co uncil Members and Meetings 2 8

20 10 Customer Service Data 30

Reports prepared by Electric Utilities on their Activities 32 Supported by SB 838

- authorized Funding

Energy Tr ust 2010 Audited Financial Statement20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 3 of 40 

## I From the Executive Director : 20 10 in Review

The past year was a remarkable one for Energy Trust of Oregon and the utility customers we serve. Even in a fragile economy, with constrained access to capit al, Oregon and southwest Washington consumers and businesses drove Energy Trust results to new heights. We met almost every one of our stretch goals for both gas and electric savings. New renewable energy generation is the highest
since we transitioned fro m supporting larger utility scale systems to smaller systems.

When every dollar counts, people look harder for ways to save. Energy Trust made it easier for people to lower energy costs at home by offering: Free energy saver kits for 53,000 Oregon house holds Free high

- efficiency showerheads for an additional 11,000 homes Free Home Energy Reviews for 6,400 homes , providing expert guidance on saving energy Free pick up and $50 checks for 18,700 individuals who recycled refrigerators and freezers

Cash

- c onscious building managers and owners also tapped Energy Trust support for low

- cost improvements, including: Tune ups for energy management system controls and roof

- top heating and cooling units Training and support for manufacturing plant managers in impr oving operational efficiency while integrating the value of energy efficiency into corporate culture and decision

- making Steam traps and food service equipment at K

- 12 schools

We teamed with others to bring innovative new approaches to market, including C lean Energy
Works Portland. Energy Trust

, the City of Portland and others collaborated on this pilot, which
served close to 50 0 Portland homeowners in 2010

. A combination of funds from private, state and federal sources, including Energy Trust cash incenti ves, provided loans for customers with no money down. Tailored expert advice on efficiency upgrades and loan repayment over 20 years on heating bills made comprehensive energy efficiency remodeling easier and more affordable than ever. The program expands statewide in 2011 and aims to serve 6,000 homes in 17 Oregon communities by 2012.

Diverse businesses and organizations tapped Energy Trust’s renewable energy programs to capture
the value of innovation: Oregon’ s first geothermal generation facility at th e Oregon Institute of Technology,

Klamath Falls Energy management training specifically for wastewater facility operators Dairy digesters supported by third

- party financing Proliferation of community

- based ―Solarize‖ bulk

- purchase enterprises, resulting i n a dramatic rise in the number of solar electric installations

We’re proud of our largest single project of the year, the combined heat and power plant at Oregon State University’s new Energy Center. By using waste heat from fossil fuel generation to hea t campus buildings, this single project reduces the need for the equivalent of 2.7 average megawatts of electricity.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 4 of 40 What does all this mean for Oregon ? In 2010 we were ranked the third most energy efficient state in

the nation on the annual scorecard iss ued by the American Council for an Energy Efficient Economy. In nine years of operation, Energy Trust has helped Oregonians save nearly $800 million in energy costs, while producing enough clean energy to power 213,000 homes

— equal to 85 percent of

Portland households

— and to heat another 35,000 homes with natural gas. In addition to directly benefiting the individuals and businesses who received our incentives, Energy Trust cumulative savings since 2002 have stimulated the economy : net impacts are estimated to equal $79.6 million in wages, $12.1 million in small business income and more than 2,400 jobs.

Energy Trust continues to value transparency and an open public process in how we conduct
business . Board and advisory committee meetings are open to the p ublic , with a gendas and minutes posted on the website. Monthly financial statements and results of rigorous third

- party evaluations
and audits also are readily accessible in the website library

.

Our accomplishments reflect ongoing and close collaboration with our affiliated utilities

— Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. We are grateful for the oversight and guidance provided by the Oregon Public Utility Commission, and for our strong working ties to the Oregon De partment of Energy. The vitality of our private sector contractor community and the vision of Oregon’s citizens and policymakers also contribute to our state’s clean energy success. We feel fortunate to be a part of a new energy future that has already hel ped so many people at this important time.



### Margie Harris, Executive Director20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 5 of 40 

## 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 in dependent 501(c)(3) non

- profit organization, Energy Trus t serves the residential custome rs 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

— the residential and commercial efficiency programs

— are competitively bid and managed by contractors. For most

programs, Energy Trust services are p rovided by specialized local businesses linked in a network of nearly 2,100 trade all y contractors and other allied professionals from throughout the state.

Our work is shaped by two advisory councils comprised of stakeholders and is led by a n independen t, diverse board of directors who se members volunteer their time and expertise. Via contract with the Oregon Public Utility Commission, we must comply with minimum performance

measures, reporting and other requirements it establish es to guide our operation s and results

. Our inclusive and transparent approach includes open meetings and published agendas, minutes, evaluation, budgets and financial statements.

Beginning in October 2009 and continuing through 2010 on a pilot basis, Energy Trust provided
servi ce to NW Natural’s industrial firm and interruptible customers and Schedule 32 commercial customers. Program costs and therm savings for these activities in 2010 are included in the body of this annual report and reported separately in the appendix.

Over the same period

, with authorization from the Washington Utilities and Transportation
Comm ission (WUTC), Energy Trust served NW Natural residential and commercial customers in southwest Washington. Results of those activities are reported to NW Natural and the WUTC separately from this annual report. NW Natural and the WUTC are expected to decide whether to continue contracting with Energy Trust for these services by June 2011

.

B

. Purpose Statement Energy Trust provides comprehensive, sustainable energy e fficiency, 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, e fficient energy use and conservation.

D. 201 4 Strategic Plan Goals

1. Save 479 a verage megawatts of electricity.

2. S ave 34.7 m illion annual therms of natural gas.

3. P roduce 124 a verage megawatts of electricity from new renewable generation.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 6 of 40 

## III 20 10 Results

A. General Savings and generation Electric efficiency projects completed in 2010 saved 45.7 a verage megawatts of electricity at
a levelized cost of 2.5 cents per kilowatt hour. This savings is 101 percent of the 2010 stretch goal 1 . Compared to 2009, annual savings increased by 63 percent 2

. Gas efficiency projects completed in 2010 s aved over 4.6 million annual therms of natural gas at a levelized cost of 32 cents per therm. Gas savings achieved 96 percent of the 2010 stretch goal and exceede d 2009 results by 61 percent. With one exception, every Energy Trust energy efficiency program met its minimum
conservative electric and gas goal s for 2010 , and most exceeded stretch goals. Production Efficiency exceeded its stretch electric goal and fell short of its ambitious gas conservative goal

. Market transformation savings from the Northwest Energy Efficiency Alliance also came in under goal, due principally to a decline in sales of compact fluorescent light bulbs

. Electric and gas efficiency saving s, averaged over three years, e xceeded Oregon Public Utility Commission performance measures, as did annual levelized life

- cycle costs. Overall renewable energy generation for the year of 3.3 average megawatts exceeded 2009 levels by 25 percent . Renewable generation met the Oregon Public Uti lity Commission performance measure of 3 average megawatts on a three

- year rolling average. Nearly 79 ,000 clean energy projects were completed in 2010 . The value of incentives paid to support these projects increased by 3 4 percent in 2010 to more than $71 million, a new record high. Since 2002, cumulative sav ings total 254 average megawatts of electricity and 17.8 million annual therms of natural gas, equivalent to 53 percent and 51 pe rcent, respectively, of our

2014 electric and gas saving goals. (See p.12 , Electric Efficiency Savings, for impact on
these totals of including addition al savings from self

- direct projects.) Since 2002, c umulati ve generat ion equals 103 average meg awatts of renewable energy, approximately 82 percent of the 201 4 goal of 124 average megawatts.
P articipating Oregon utility customers saved $ 175 million in 20 10 . Since 2002, cumulative customer bill savings for participants total $ 778 million. Energy Trust expenditures and energy savings i n 2010 generated $ 55.8 million in wages, $ 14.8 million in income to small business owners, and 1,234 full

- and part

- time jobs

. Cumulative , net economic impacts of Energy Trust savings from 2002

- 2010 are estimated to equal $79.6 million in wages, $12.1 mil lion in small business income and more than 2,400 jobs. 3

A ir quality improvements stemming from Energy Trust investments have offset more than six
million tons of carbon dioxide generated by fossil fuels 4 , the equivalent of taking more than

one million car s off the road for one year

.

1 Energy Trust reflects annual goals in a range, with a 25 percent difference between the conservative and stretch goals. The range
is based on our assessmen t of the extent of factors beyond our control, such as variability in market conditions, project completion dates and technology performance.
2 The 2010 true up analysis applied evaluation results to adjust savings claimed in 2010 and prior years. Trued u p electric savings
for 2009 were 4 average megawatts lower than reported in the 2009 annual report (28 vs 32 average megawatts). Trued up gas savings for 2009 were 14,203 annual therms lower than reported in the 2009 annual report (2, 864,455 vs 2,8 78

, 658 a nnual therms).
3 Source: ECONorthwest 2011. Economic impact numbers are in addition to what would have occurred without Energy Trust’s
investment.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 7 of 40 Maintained low administrative costs at 5 percent of total revenue

, in full compliance with the OPUC performance measure of 11 percent

. Obtained an unqualified financial audit and strong customer satisfaction ratings

, satisfyin g additional OPUC performance requirements

. Expanded the number of Oregon trade all y contractors and other allied professionals by 40 percent, helping s upport Oregon’s economy during tough times

.

B

. Residential efficiency programs Both residential pro grams exceeded electric stretch goals for 2010. Existing Homes met its conservative gas goal, while New Homes and Products beat its stretch goal by 28 percent. Combined, 2010 electric savings increased 34 percent over 2009, while gas results grew by 5 perc ent. To boost savings in a troubled economy, serve homeowners with constrained resources and
accommodate the delayed start date for a behavior

- change program
, Existing Homes launched a campaign in fall 2010 offering free energy

- saving choices . Free Your Home was successful beyond expectations, providing nearly 25,000 Oregonian households with no

- cost
and low

- cost ways to lower their energy costs

. More than 1,100 individuals participated in one of 36 Home Energy IQ workshops offered
statewide in 2010, pro ving interest is high and setting the stage for additional workshop opportunities in 2011, both through Energy Trust and in collaboration with affiliated utilities
and other organizations.

360 Kill A Watt ® meters were made available for loan through 140 li braries statewide to measure energy used by appliances and other devices.

The approximately 18,7 00 refrigerators and freezers recycled in 2010 exceeded our goal and represent a 20 pe rcent increase over 2009.

Two new energy saving equipment measures introd uced in 2009 produced strong results in 2010. The number of ductless heat pumps installed more than tripled to 510, while the number of gas hearths installed grew from 19 in 2009 to 542 in 2010. Ap proximately two

fifths of the hearths were equipped with en ergy

- saving electronic ignitions. Savings Within Reach, which offers higher incentives for moderate income participants, expanded in 2010 to serve 224 households, up from 137 in 2009. The number of new homes receiving Energy Performance Scores doubled in 2010 compared to 2009, from 259 to 602 homes.

The 500

- home Clean Energy Works Portland loan program , begun in 2009 with Energy Trust leadership , became nearly fully subscribed in 2010, authorizing 379 loans with 117 more in progress. The approach offered no

- money down loans with utility

- bill payback for home performance assessments and energy upgrades that save 10

- 30 percent of the home’s gas and electricity use. Upon receipt of a $20 million American Recovery and Reinvestment Act grant, a new nonprofit or ganization called Clean Energy Works Oregon formed and geared up to offer a program similar in 17 communities statewide. Energy Trust continues to support the program and gain savings by contributing our incentives to participating homeowners.

4 Source: Northwest Power and Conservation Council, 0.76 lbs of carbon dioxide reduction per kWh of energy s aved or generation using renewable resources, 11.7 lbs of carbon dioxide reduction per therm saved.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 8 of 40 Clean Energ y Works engage d Energy Trust trade ally contractors certified by the Building
Performance Institute to deliver Home Performance with ENERGY STAR ® . During 2010 Energy Trust enrolled 46 new home performance

- certified trade allies, ending the year at 81
certi fied contractors statewide. Of these, eight are certified by the State of Oregon as minority

- or women

- owned businesses, and 21 are certified as emerging small businesses.

C

. Commercial efficiency programs
Commercial programs in 2010 met their combined stretch electric goal s and exceeded stretch gas goals by large margins. Compared to 2009, 2010 electric and gas savings both increased by more than 5 0 percent. In a weak economy, the business value of ene rgy cost savings i s magnified. Commercial programs saw a trend toward smaller projects with short er paybacks. One very large project completed in 2010. A combined heat and power project at Oregon State University ’s Energy Center uses waste heat from electr icity generation to heat campus buildings

. The project accounts for 2.7 average megawatts of the 2010 total

. Existing Buildings completed energy

- saving projects at 2,500 sites in 2010, a n increase of nearly 50 percent over 2009 . This includes work with the Oregon Department of Energy on 105 K

- 12 school projects , and the installation of 16 commercial solar wa t er heating systems

. Commercial offices, retail, groceries and warehouses accounted for close to three

- fifths of Existing Buildings’ 2010 electric savin gs, while schools, universities and offices produced more than half of gas savings.

Almost half of Existing Buildings electric savings came from lighting projects. Savings from custom projects remained strong for both electric and gas measures, representi ng two

- fifths of electric savings and three

- fifths of gas savings In 2010, Existing Buildings launched successful offers that focused on low

- cost operations improvements, including tune

- ups for direct digital controls and for roof

- top heating

, cooling
and air conditioning units. New Buildings completed 236 new construction p rojects for commercial, industrial and multifamily customers. Based on third

- party evaluations and market analysis by program staff, New Buildings estimated a 70 percent market share i n Energy Trust service territory in

2010.

LEED ® projects accounted for 15 percent of 2010 new buildings and more than 30 percent of the total square footage. LEED projects represented 43 percent of electric savings and 55 percent of gas savings for New Bu ildings in 2010. New Buildings continued to focus on recruiting new school projects, with 53 new K

- 12

, college and university projects enrolled in 2010; 34 projects were completed, providing nearly $770,000 in incentives to schools.

To reflect the rollout of a new, 15 percent higher Oregon commercial building energy code that became mandatory October 1, 2010, New Buildings revamped incentives, provided new calculator tools and created updated program forms. An innovative Path to Net Zero pilot is helping 1 5 projects, including schools and public buildings, design highly efficient buildings that exceed code requirements by 50 percent or more. Many will also incorporate renewable generation to help offset the energy they use
, thus attaining ―net zero energy u se‖ status.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 9 of 40 D

. Industry and agriculture efficiency program s Electric savings in the industrial and agricultur al sector nearly doubled in 2010 compared to 2009, coming in at 30 percent above the 2010 stretch goal. This result demonstrates the
commitment of Oregon industrial customers to continue to invest in energy efficiency even in a tough economy.

2010 was the second year of industrial gas programs

, with gas savings more than 2.5 times greater than first year 2009 savings. The program fell short of it s 2010 conservative goal yet made significant strides with utilities to accurately identify customers eligible for gas incentives, a challenge that ha d been a barrier to success. Approximately one

- third of the program’s electric savings in 2010 resulted fr om two
innovative new initiatives designed to meet the needs of industrial customers with less

available capital to implement large projects. These two offerings produced some of the most

cost

- effective savings across all programs.
One of these initiative s , called ―90 by 90,‖ was a special incentive offer for custom operations
and maintenance projects. The other was the very successful Industrial Energy Improvement

i nitiative , which provide d intensive training to energy managers at 17 plants , helping them identify and implement operational efficiencies at low or no capital cost while developing an energy efficiency culture among coworkers. Three years ago Pr oduction Efficiency introduced new, vendor

- delivered offerings for smaller
manufacturers and farmers. At the same time, the program increased its efforts in industrial lighting, another t rade a lly

- driven initiative. Participation in these low

- cost, higher volume offerings for calculated and prescriptive measures in lighting, compressed air, motors, irriga tion and greenhouse equipment has increased substantially and in 2010 represented 33 percent of electric savings, dramatic growth from less than one percent in 2006. This year saw completion of the 2,000th industrial/agricultural project since bringing

ma nagement of the program in house in early 2008. The number of projects completed annually has doubled over this period, reflecting expanded offerings to medium and large customers, as well as outreach to small industr ial and agricultur al businesses

.

E

. R enewable energy programs In addition to the 3.3 average megawatts of power that came on line in 2010, financial commitments were made to projects expected to produce 2.7 average megawatts when they begin generation in 2011 and beyond. Changes to state tax incentives resulted in a number of projects being postponed. Energy Trust’s (and Oregon’s) first geothermal generation project went on line in April at the Oregon Institute of Technology, Klamath Falls, powering delivery of hot water used for campus hea ting and selling excess electricity to Pacific Power. With a nameplate capacity of

28 0 kilowatts, the plant is expected to generate 669 megawatt hours of electricity annually. More than 1,000 residential solar electric systems were installed in 2010

, a ne arly three

- fold
increase over 2009. At a combined seven megawatts capacity, 2010 installations set a new
annual record

— bringing total installed capacity to more than 20 megawatts. This growth reflects the power of the community

- driven Solarize concept and its success in lowering equipment pricing and spurring competition among installers. Energy Trust conducted its first ―Solarize University‖ in Pendleton to help citizens help their communities go solar.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 10 of 40 Commercial solar electric project activity also inc reased at a rate of 17 percent. An estimate d

50 percent of commercial solar projects in development dropped out because of state tax
credit uncertainties

— in particular, third

- party investors unable to attract tax partners for the

pass

- through option

. Four dairy digesters using the third

- party ownership model

— a national trend new to Oregon for this technology

— received funding commitments from Energy Trust in 2010. Two received state tax credit approvals and are moving forward. The other two were denied tax credits and

are applying again for pre

- certification

. Energy Trust, Oregon Association of Clean Water Agencies, US Environmental Protection Agency (Region 10) and Bonneville Power Administration contributed funding to support Sustainable Energy Management Training, bringing strategic energy management to wastewater treatment facilities. The approach, using tools similar to the Industrial Energy Initiative, creates a program to meet the goal of continual improvement to reduc e energy consumption and increas e renewable energy use at Oregon wastewater treatment plants

, helping further e nergy i ndependence.
Three small hydro systems were installed and began generation in 2010

, all of them serving irrigation districts and bringing water saving benefits. C ommitment s were extended to four additional projects.
The market for small wind is growing

. Fourteen systems were installed in 2010, compared to four in 2009, and 10 more are in progress for completion in 2011. The 2010 installations are
all owner

- funded and occup y a mix of residential and farm sites, most in the Willamette Valley. Competition for state tax credits held up decisions on rene wable energy projects across al l technologies. Roughly one in six medium to large project s received tax credit awards.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 11 of 40 

## IV Revenues and Expenditures

Received $ 124.7 million in Oregon public purpose revenues during 20 10

. Invested $ 122.2 million (including carryover funds from prior years)

, 2 6 percent more than in

200 9

. Paid more than $ 71.3 

### million in incentives for efficiency and renewable energy projects



### A. Revenues Oregon public purpose revenues for 20 10 were $ 2 million or 1.6 percent below budget

.

B. Expenditures Electric efficiency spending was below budget by about $ 4.9 mill ion for the year, or 5.8 percent

. G as expenditures for 20 10 were $ 3.8 million, or 1 7 percent

, below budget . Considering that electric and gas savings came very close to stretch goal, it is clear that the cost per unit of energy saved was less than expected

. Renewable program spending was $ 1 4

. 1 million below budget for the year , a s
many larger renewable energy projects were delayed or cancelled due to uncertainties about state
tax credits

.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 12 of 40 

# V Savings and Generation

A

. Electric efficiency savings

In 20 10

, electric efficiency programs saved 45.7 average megawatts, achieving 

### 101 percent of Energy Trust’s 20 10 stretch goal of 

### 45 average megawatts. Since March 1, 2002, these programs have cumulatively saved 254 average megawatts. Including 20 average megawatts of savings from
self

- direct cu stomers, Energy Trust has achieved 57 perc ent of its 201 4 goal

. 5 This is equivalent to powering 212,400 average Oregon homes for a year. The totals reflect the annual ―true up‖ analysis
that adjusts savings for evaluation results, market research and other factors. 6 The 45.7 average megawatts w ere acquired at a levelized cost of 2.5 cents per kilowatt hour, less than the st retch goal
of 2. 6 cents per kilowatt hour.

Electric ef

ficiency savings numbers i nclude transmission and distribution savings



### B

. Gas efficiency savings
In 20 10

, gas efficiency programs saved 4.6 million annual therms of natural gas, or 96 

### percent
of our 20 10 stretch goal of 4.8 million annual therms. Since 

### gas programs began in 2003,
cumulative savings of 17.8 million annual 

### therms have been realized, accounting for 51 percent of

the 201 4 goal of 34.7 million annual therms

. This is equ ivalent to providing gas heat to about 

### 35,000
homes for a year

. These totals reflect the annual ―true up ‖ analysis. The 4.6 million annual therms were acquired at a levelized cost of 32 cents per therm, less than 20 10 stretch goal of 40 cents per therm.

5 Savings from self

- directed efficiency projects count toward the goal of achieving 479 average megawatts of electric savings by 201 4 . To date , 20 average m egawatts of savings have been achieved by industrial consum ers via self

- directed funding.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 13 of 40 

### C

. Renewable energy generation
Total renewable energy generation of 3.3 average megawatts for the year met the OPUC
benchma rk but fell short of the conservative goal of 4.1 average megawatts

. 7 

### Changes in allocations of the state’s business energy tax credits kept several large projects from moving
forward. To date, cumulative renewable energy generation totals 103 

### average megawatts, or 82 percent 

### of the 201 4 generation goal of 1 24 average megawatt s

.

Renewable energy generation numbers include transmis sion and distribution savings, where appropriate



### D. Progress toward goals by utility

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

7 The conservative goal for 20 10 renewable energy generation wa s 4.1 average megawatts. This reflects generation associate d with expenditures made in 2010 . An addi tional 2 .7 average megawatts of generation was committed in 2 010 to come on line in 2011 and beyond.20 10 Annual Report to the Oregon Public Utility Com mission April 15, 201 1

Page 14 of 40 * Reflects incremental increase in costs to Energy Trust de rived from expenditures by Pacific Power and Portland General Electric under terms of the ag reement described in SB 838.



### See Appendix , beginning p. 32
, for report s prepared by Pacific Power and P ortland General Electric on utility activities funded through SB 838.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 15 of 40 

## VI 20 10 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 a n individual program

or sector lev el. This allows Energy Trust to pursue different program strategies in residential,
commercial

, industrial and agriculture sectors as market forces and technological advances change.

The following minimum performance measures apply in 20 10

.

Electric Ef ficiency Performance Targets Electricity efficiency savings of at least 31 average megawatts, computed on a three

- year rolling average

Exceeded

, with 2008

-

2010 average annual electric efficiency savings = 35 average megawatts

L evelized life

- cycle cost should be no more than 3.5 cents per kilowatt hour

Well within requirement , with 20 10 average levelized life

- cycle cost = 2. 5 cents per kilowatt
hour

Natural Gas Efficiency Performance Targets Natural gas efficiency savings of at least 1.8 million a nnual therms, computed on a three

year rolling average

Exceeded, with 2008

-

2010 average annual gas efficiency savings = 3.3 million annual
therms

Average levelized life

- cycle cost should not exceed 6 0 cents per annual therm

Well within requirement , wi th 2010 average levelized life

- cycle cost = 32 cents per annual
therm

Renewable Resource Development Targets
S ecure at least three average megawatts of new renewable resources per year, computed
on a three

- year rolling average

Met target with three av erage megawatts annua lly, on average, from 2008

- 2010

Financial Integrity Demonstrate financial integrity by obtaining an unqualified financial audit opinion annually

Full compliance, with an unqualified financial audit opinion for 20 1020 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 16 of 40 Program Delive ry Efficiency Keep administrative and program support costs 8 below 11 percent of annual revenues

Well within requirement , with 20 10 administrative and program support costs at 5.0 percent
of annual revenues

Customer Satisfaction

Demonstrate reasonable rates of customer satisfaction with Energy Trust services

In 20 10

, we began telephone surveys of a sample of participants shortly after project completion. We are now using these “fast feedback” results to present customer satisfaction levels, rather tha n using less current data from evaluations

.

Program Percent of Customers Satisfied or Very Satisfied Existing Buildings* 9 2 percent New Buildings 87 percent Production Efficiency 9 2 percent Existing Homes 87 percent
Efficient Home Products** 9 1 percent
Solar 95 percent

Energy Trust recorded 3 1 customer complaints in 20 10 , 11 more than in 2009

, a very small number considering the tens of thousands of customers served

*Includes multifamil y property owners and managers

**Builders of new ho mes were not surveyed in 2010

Benefit/Cost Ratios Report benefit/cost ratios for larger conservat ion acquisition programs for 2010

. 9

Program Combined Utility System Benefit / C ost Ratio Combined Societal Benefit / C o st Ratio

New Homes and Products 2.1 2.1 Existing Homes 2.6 2.8 Existing Buildings 3.8 2.1 New Buildings 3.8 2. 8 Production Efficiency 4.1 2.8 NW Energy Efficiency Alliance 4.7 1.6

8 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.

9 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

.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 17 of 40 

## VII Projects Completed

We define ―projects‖ to be completed installations or services at one location, 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 i nstalled in separate facilities within a large industrial complex count as separate projects. Project totals do not include 929,282 CFL packages sold/provided nor 18,652 old r efrigerators/freezers recycled in 20 10

.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 18 of 40 

## Appendix20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 19 of 40 

## Energy Trust Program Descriptions

Existing Buildings

. This program provides electric and gas energy

- saving technical services and financial incentives for existing commercial buildings. Incentives are offered for a wide range of qualified improvements such as lighting, HVAC, controls, boilers, solar water heating, foodservice equipment and ins ulation as well as customized solutions and operations and maintenance improvements. Services include energy surveys, project planning and technical analysis, contractor referrals, project facilitation an d post

- installation assistance. Multifamily customer s are offered a range of offerings for financial and service incentives for in

- unit and common area improvements. Services offered include direct install in the tenant spaces, incentives for common area lighting, appliances, insulation, windo ws and HVAC. T he Existing Buildings program began in 2003 and is implemented by Lockheed Martin Services, Inc. In 2010 services to multifamily property owners and managers, provided by Conservation Services Group, were shifted from the residential sector to the

commerci al sector ’s Existing Buildings program. Following a competitive process, Lockheed Martin was selected to manage multifamily services beginning in 2011.

New Buildings. This program provides incentives for energy

- efficient design and equipment to support hi gh

- performance commercial new buildings and major renovations. Participants can leverage early design and technical assistance, installation incentives, commissioning and ENERGY STAR post

- occupancy incentives. Net

- zero energy strategies are being tested th rough 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 pre scriptive approach to achieve deep and predictable energy savings with simple, quick

- to

- deploy approaches that meet tight construction timelines. The program began in October 2003 and is currently implemented by P ortland 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 insulation and duct sealing; energy

- efficient electric, gas and solar water heaters; and heating equipment. The program offers Home Performance with ENERGY STAR, a diagnostic assessment conducted by Building Performance Institute

- certified contractors; Savings Within Reach, designed to provide greater assistance for individ uals whose income falls between 200

- 250 percent of the federal poverty level; and energy

- saving opportunities for duplex through four

- plex properties and manufactured home dwellings. The program also offers a web

- based home energy profile for

residential c ustomers and supports referrals to Clean Energy Works Oregon, an initiative facilitating utility on

- bill financing for comprehensive retrofit projects. Other activities include contractor training for quality installations, consumer

- focused workshops, inte gration of real estate professionals, development of a miles

- per

- gallon

- like rating or Energy Performance Score for existing homes and exploration of behavioral energy

- savings

. The Existing Homes program started in March 2003 and is implemented by Conserva tion 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 that we support receive an Energy Performance S core to guide homebuyers, just as a miles

per

- gallon rating helps people shopping for cars. The program provides builders with tiered incentives tied to increased efficiency levels, incentives for integrating solar and performance testing20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 20 of 40 incentives, along with training and marketing support. In addition to builders, the program works with architects and real estate professionals and encourages the sale of energy

- efficient manufactured homes by local retailers. Products offers include cash incentives for pu rchase of ENERGY STAR qualified clothes washers, refrigerators, freezers, dishwashers and lighting, and for the recycling of old refrigerators and freezers. The program also promotes the Change a Light, Change the World compact fluorescent light bulb fundr aiser for schools and nonprofits. The program began in April 2004 and is implemented by Portland Energy Conservation, Inc.

Production Efficiency. This program serves industrial and agricultural customers and include s some of Oregon’s largest employers. We provide technical services to help companies identify electric and natural gas energy

- efficiency opportunities and develop the best energy strategies for their facilities. We provide cash incentives for process or production equipment projects, operations and maintenance efficiency improvements, and strategic energy management practices that produce measurable energy savings. Energy Trust engages highly skilled industrial process engineers to advise Oregon businesses on how to make the most of energy

- savin g opportunities

— technical as
well as financial

— to help customers reduce costs and improve productivity, product quality and environmental performance. Production Efficiency supports electric efficiency improvements in all sizes and types of industrial and agricultural facilities, and natural gas measures for sites under eligible rate schedules. Production Efficiency has been offered since May 2003 and is managed internally.

Solar Electric. This program helps homeowners, businesses and governments meet a p ortion of their electricity needs with on

- site solar generation. We provide cash incentives for small

- scale solar
electric installations, provide referrals to qualified trade ally contractors and demand high

- quality installations through design review and inspections. We work 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. We provide photovolta ic equipment to electrical training centers that offer solar installation classes, and renewable energy science kits to schools that install solar electric systems. Our program also supports innovative
efforts that reduce costs to consumers such as communi ty

- led bulk purchase initiatives and third

party ownership models that leverage federal and state tax credits. The solar electric program started in May 2003 and is managed internally.

Biopower. The Biopower program provides financial incentives, cost

- sha red 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, agriculture, and the organic fracti on 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 our portfolio of biopower proje cts and to improve market conditions for the development of these projects. The program started in 2005 and is managed internally.

Other Renewables. Formerly known as Open Solicitation, this program provides support for renewable energy projects that gen erate electricity using wind, hydropower, geothermal, and innovative commercial technologies. We provide custom incentives for projects with generating capacity of 20 megawatts or less and a standard incentive program for small wind systems with up20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 21 of 40 to 100 kilowatt 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 project incentives, we offer 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

- writin g, initial design, permitting, and interconnection cost development. To provide further assistance, we have published several guidebooks on topics including community wind, interconnection, and Federal Energy Regulatory Commission hydropower permitting. Th e Other Renewables program 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 dire ctor

, 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.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 22 of 40 

## NW Natural Industrial Demand

- side Management Program

Beginning in the third quarter of 2009 and continuing through 2010 , on a pilot basis, Energy Trust has provided service to NW Natural ’s industrial firm and interruptible customers and Schedule 32 commercial customers. Program costs and therm savings for these customers in 2010 are included in the body of this annual report a nd reported separately below.

Program/Customer Type 2010 Annual

Therms Saved 2010

Expenditures 2010 $/Therm 2010 Levelized Cost

Existing Buildings

Firm 130,150 $212,057 $1.63 $0.159

Interruptible 127,042 $381,103 $3.00 $0.202

Production Effic iency

Firm 285,774 $645,903 $2.26 $0.280
Interruptible 44,290 $120,743 $2.73 $0.356

Totals

Firm 415,924 $857,959 $2.06 $0.235

Interruptible 171,332 $501,847 $2.93 $0.216

Grand Total 587,256 $1,359,806 $2.32 $0.22020 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 23 of 40 

## 2010 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 Bo ard. 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 was re

- elected to a new three

- year term in 2010. John served as vice president from 2005

- 2007 and was re

- elected president in 2010.

VICE

- PRESIDENT

- Rick Applegate is the Portland Harbor Superfund a dministrator at the City
of Portland Bureau of Environment al Services. He served as staff director in the U.S. Senate and House of Representatives. Since then, he has worked for nearly 25 years on energy and environmental issues, principally as an advocate for salmon and their watersheds. He was the
fish and wild life director for the Northwest Power Planning Council, west coast conservation
director for Trout Unlimited and administrator of the Habitat Conservation Division at National Marine Fisheries Service (NOAA). He was the chair of the U.S. Southern Stakehold ers Pacific Salmon Treaty Negotiations and a member of the Pacific Northwest Comprehensive Energy
Review. He also served on the executive committee of For the Sake of Salmon and the boards
of the Pacific Salmon Watershed Fund and the Sustainable Fisheries Foundation. Rick was re

elected vice president in 2010.

SECRETARY

- 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 P ower 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 re

- elected to a new three

- year term and re

- elected secretary in
2010

.

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 ban ks and 935 local hunger

- relief agencies and programs serving Oregon and Clark County, WA. Oregon Food
Bank collects and delivers food from a wide range of sources to the regional food banks that, in turn, distribute this food and additional resources from local donations to hunger

- relief agencies serving low

- income people in their communities. 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 o f 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 implement ing20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 24 of 40 

### socially responsible policies and programs in Rejuvenation's Portland operations, including supply chain, manufacturing, distribution and fulfillment. John was re

- elected t reasurer in 2010

.

Julie Brandis is the d irector of c orporate r elations for the O regon 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 recogniz ed 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. J ulie was appointed to the board in November 2010 to fill the position vacated by Preston Michie, who resigned from the board in July 2010. She serves
for the remainder of Preston’s term and for an additional three

- year term ending 2014.

Dan Davis is presid ent of the board of directors of Habitat for Humanity Rogue Valley. He
believes in energy conservation and alternative energy, and has worked to make ENERGY
STAR ® 

### and Earth Advantage Gold the Habitat green home standards. His previous experience
includes w orking for General Electric as manager of Middle East, Europe and Africa turbine
services. I n the early 19 80s, he started Turbine Technology Services Corp., a turbine power consulting and engineering firm, serving for 13 years as chief executive officer.

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 strateg ic 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 r esidential 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 Clima te 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

s erved 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 BA from the University of Chicago.

Dan Enloe 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 BS in Electrical Engineering. Prio r to 1984, he was on active duty in the U.S. Navy and served as a
nuclear submarine officer. Since he left active duty in 1984, he has been affiliated with the Naval
Reserve and has served in six reserve command tours. He is a member of the Naval Reserve
A ssociation, the American Legion and the Navy League. He also has two patents.

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 West ern 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 has20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 25 of 40 

### spent many years in public service as a Klamath County Commissioner , advisor on energy and watersheds to Governor Kitzhaber and 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 direc tors of the Regulatory Assistance Project and the Pacific Rivers Council.

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 campaig n chair. She brings a customer service orientation, small business perspective and regional representation to Energy Trust program delivery.

Al Jubitz is a native Oregonian and spent his work career helping to build the family business, Jubitz Corporation . He is president and founder of the Jubitz Family Foundation and serves as director of 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 Mor rison 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 Environmenta l Defense Fund in New York City. He has an extensive business background and brings a strong business sense to the board. He has a BS degree from Yale University and an MBA from the University of Oregon
School of Business.

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 d irector 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 prior sales and marketing experien ce to the board. Alan was re

- elected to a new three

- year term in 2010

.

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 Bonnevill e Power Administration. 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, he was a research chemist, and is a graduate of Lewis and Clark Law School and the Uni versity of Oregon School of Business. Preston resigned from the board in July 2010.

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 vi ce 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 recently stepped down after 17 years on the board of directors of Bob Belloni Ranch, Inc., a residential treatment20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 26 of 40 

### facility for adolescent offenders. Ca ddy brings private, nonprofit and economic development experience, years of community service and a s outh c oast perspective to her service to Energy Trust.

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 BS from OSU in 1975.

Oregon Department of Energy Special Board Advisor

Bob Repine is 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 Kulongoski on construction of the new Oregon State Hospital after serving as director of the Oregon Department of Economi c 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 Gr ants Pass and surrounding communities from 1988

- 1998 and served as co

- chair of the budget

- writing Joint Committee on Ways & Means for the 1995 and 1997 legislative sessions. Bob replaced Mark Long as ODOE director and as special board advisor in June 2010.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 27 of 40 

## 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 memb ers 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 e nergy 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 adviso ry 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 2010 board include d voting members with background in business (industry, transportation, construction, manufacturing/retail and insurance), government and higher education. Members come from Central Point, Coos Bay, Corvallis, Eugene, Redmond, Salem and the Portland area. Of the voting members at the end of the year

, four 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. Mark Long, followed by Bob Repine, were Oregon Department of Energy directors and occupied this ―special advisor‖ position in 2010.

All new members participa te 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 ad visory 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 a year, board and staff members participate in a planning session to review progress and discuss Energy Trust’s strategi c direction. Board development is a part of this public planning session, as needed.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 2 8 of 40 

## 20 10 Advisory Council Members and Meetings

Conservation Advisory Council Jim Abrahamson, Cascade Natural Gas Brent Barclay, Bonneville Power Administration
Jeff Bisso nnette, Fair and Clean Energy Coalition Paul Case, Oregon Remodelers Association Suzanne Dillard (represented at some meetings by Robin Straugh a n), Oregon Department of Energy Bruce Dobbs, Building Owners & Managers Association Michael Early, Industrial Cu stomers of Northwest Utilities Joe Esmonde, International Brotherhood of Electrical Workers Theresa Gibney (represented at some meetings by Moshrek Sobhy), Oregon Public Utility Comm. Charlie Grist, NW Power Planning Council Andria Jacob, City of Portland Don Jones, PacifiCorp Holly Meyer, NW Natural Stan Price, Northwest Energy Efficiency Council Lauren Shapton, Portland General Electric Steve Weiss, NW Energy Coalition Bill Welch, Eugene Water & Electric Board

Energy Trust board members who regularly att end CAC: John Reynolds
Dan Enloe

2010 Meeting Dates CAC Major Discussion Topics January 13 Savings adjustments procedures and process; Commercial and i ndustrial m arket

a ssessment ; Air and du ct s ealing i mpact e valuation; Utility s trategic r oundtable
Fe bruary 17 2003

- 2007 Multifamily i mpact e valuation ; Refrigerator and freezer turn

- in update; Legislative updates; 2009 savings unaudited results
March 17 Self

- g enerators p olicy; Direct

- use biomass procedures; Incentive caps for new and existing buildings; Update on Clean Energy Works Portland p ilot May 19 Biofuel project process; Industrial o perations and m aintenance incentive offering; Residential s ector new activities; Program updates; Evaluation of Clean Energy Works Portland p ilot July 21 Residential sector strategic plan; Business sector strategic plan; Emerging technologies under consideration; Program updates September 15 Industrial energy improvement evaluation; Kaizen Blitz pilot evaluation; Industry and agriculture strategic sector plan; New Bu ildings redesign; Reportable savings; New residential measures
October 13 Solar water heating presentation by NW Natural to CAC and RAC members; Program updates; 2011 budget; New Buildings program enhancements
November 17 2006

- 2007 New Buildings proces s evaluation; 2009 trade ally survey; 2010 savings update; Funding of large customers; 2011 b udget20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 29 of 40 Renewable Energy Advisory Council BJ Mogadam, Pacific Power Margie Gardner, Bonneville Environmental Foundation Troy Gagliano, EnXco Robert Grott, Northw est Environmental Business Council Thor Hinckley, Portland General Electric Ed Kennell, Clean Energy Services Jeff King, Northwest Power and Conservation Council Theresa Gibney (represented at some meetings by Moshrek Sobhy), Oregon Public Utility Comm

. Su zanne Leta Liou, Renewable Northwest Project Debra Malin, Bonneville Power Association Robin Straugh a n (represented at some meetings by Vijay Satyal) , Oregon Department of Energy Frank Vignola, Solar Monitoring, University of Oregon Sandra Walden, Oregon S olar Energy Industries Association

Energy Trust board members who regularly attend RAC: John Reynolds Alan Meyer

2010 Meeting Dates RAC Major Discussion Topics

January 13 RECs and WREGIS; Update on recommended changes to the BETC and impact on Energy Trust incentives and procedures; Wave projects

– discussion about issues and roles; Update on solar budget

February 17 Revolution Energy Solutions m ulti

- s ite d airy d igester project; Legislative u pdate ; Lender survey results

April 14 Update on Solar Pilot Feed In Tariff; Staff presentation on hydropower pipeline

building initiative; Results of an evaluation of PV participants and their participation in efficiency programs

May 19 Strategic plans for renewable programs; Implications of changes to BETC
progr am; Update to lender outreach and new product review

July 21 45 Mile h ydropower project; Funding large solar projects; Program u pdates ; Renewable e nergy s ector s trategic p lan

September 15 2011

- 12 b udget; Concepts for addressing a limited budget for Pacif ic Power; Update on the small wind initiative

October 13 2011 program plans; 2011

- 12 budget and longer

- term issues

November 17 Results of BPA telemetry study for distributed resources; Year

- end program reports; Biopower projects; Follow

- up from discussio n regarding long

- term funding issues20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 30 of 40 

## 20 10 Customer Service Data

2010 c all v olumes

Energy Trust’s call center received 43,206 calls in 2010, a four percent decrease from 45,127 calls in 2009. We had particularly low call volume during the summer months in 2010, but rebounded toward the end of the year, receiving a record monthly high of 5,060 calls in November.

2010 w ebsite v isits

Energy Trust’s website, www.energytrust.org , received 458,862 visits in 2010, a six percent decrease over the 486,948 website visits in 2009. As with call volume, traffic slowed during the summer months, but reached a record monthly high of 54,826 visits in November 2010. The increases in November were likely due to the dr op in outdoor temperatures as well as residential and business promotions, such as the Free Your Home campaign and the commercial and industrial lighting bonus.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 31 of 40 Customer s atisfaction

Beginning in 2010 Energy Trust began short telephone surveys of p articipants 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 eli minate sources of dissatisfaction. The table below shows percent of participants satisfied or highly satisfied with their experience of engagement with Energy Trust.



### Program 2010

Count Percent Satisfied Existing Building s 259 92% New Buildings 75 87% Production Efficiency 164 92% Existing Homes 1,549 87%

Efficient Home Products* 553 91%

Solar 120 95% *Only Home Products customers were surveyed in 2010.

2010 Complaint Report

Energy Trust recorded 31 escalated customer complaints in 2010, 11 more than 2009, but still a very small amount considering our growing customer base. Of the 31 complaints, 21 were residential,

seven were commercial, two were regarding our renewable energy programs and one was general in nature. Two of these complaints came t o Energy Trust via the Oregon Public Utility Commission.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 32 of 40 PACIFIC POWER ENERGY EFFICIENCY AC TIVITIES 2010 10



### SB 838 General

 

### Pacific Power’s Energy Trust liaison lead and coordinated significant efforts throughout the first quarter of 2010 on the updated S chedule 297 / Energy Conservation Charge collection rate and
intended use of the funds.

 

### Pacific Power’s Energy Trust liaison continued to attend and lead Pacific Power’s participation in several ARRA competitive EECBG grant applications and on

- bill financi ng activities. Moving beyond Portland’s Clean Energy Works, rural areas in Oregon that will see their own benefits are City of Astoria, South Central Oregon Economic Development District (Klamath and Lake Counties), Hood River County, and North East Oregon Economic Development District (Wallowa County).

 

### Pacific Power’s Energy Trust liaison hosted a w ebinar for Energy Trust communications staff on creating energy efficiency marketing campaigns. Topics covered: De signing innovative programs to captivate custo mers; Targeting the appropriate audience; Developing and communicating key messages that motivate customers to participate; Using the right promotional channels at the right times, and; Encouraging employees to serve as energy efficiency ambassadors.

 

### Pacif ic Power’s Energy Trust liaison participated in several workshops that were also attended by Energy Trust and Oregon Public Utilities Commission, to discuss customer data transfer issues. Existing rules for utility transfer of customer data is provided in OAR 860

- 038

- 0540 Consumer
Information . As Pacific Power understands it, the problem for Energy Trust comes when attempting to reconcile SB 838 funding expenditures, of which 1 aMW customers are exempt from paying and therefore exempt from the benefit. The current OAR requires 1 MW customers (not just 1 aMW) customers to voluntarily “opt in” to having their customer data transferred to Energy Trust. According to the OAR, Pacific Power offers this voluntary “opt in” annually in the fall. To date, 121
Schedule 48 (1 MW and above) customers have “opted in” while 98 Schedule 48 customers have not “opted in”. Additionally, according to the OAR, Pacific Power offers an annually “opt out” every fall to residential and commercial customers. To date, 25,131 residentia l customers and 3,420 commercial customers have “opted out” of having their data transferred to Energy Trust.

 

### Pacific Power’s Energy Trust liaison participated in several meetings with rural jurisdictions on their potential participation in the Clean Energ y Works Oregon program and the possibility of some of them going solo to do their own localized EEAST program. Conversations included South Central Oregon Economic Development District, Klamath County Economic Development Association, Hood River County and City of Astoria.

 

### Pacific Power’s Energy Trust liaison participated in a joint meeting between Energy Trust and Pacific
Power to review future collections under Schedule 297. Items discussed a review of PacifiCorp’s IRP and resource assessment update, fund ing requirements for 2011 and 2012, and a review of the budget and potential adjustment cycle timelines.

 

### Pacific Power’s Energy Trust liaison coordinated and participated in several EEAST utility roundtable meetings to discuss the potential impacts of rule making in addition to actual and continued impacts of the Clean Energy Works programs.

 

### Pacific Power’s Energy Trust liaison coordinated Pacific Power’s response to the CEWO program on their I/T implementation and program development. Pacific Power remains concerned about the potential of a complicated program set up and multiple parties taking part in CEWO and EEAST

10 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 was developed by the utilities following a sector outline suggested by Energ y Trust. Fonts were changed to be consistent with text in the rest of this report.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 33 of 40 

### making for a difficult payment remittance and account management process. Pacific Power has stated the need to utilize/work with one, single en tity to check credit histories, send customer loan payments to, uniform reporting, and bill Pacific Power program administrative costs

– regardless of the parties participating.

 

### Pacific Power’s Energy Trust liaison attended the Conservation Advisory Counci l meetings.

 

### Pacific Power’s Energy Trust liaison participated in several meetings and discussions regarding governor Kitzhaber’s desire to quickly implement energy efficiency projects in K

- 12 schools. The desired timeline is to get “boots on the ground” du ring summer 2011. Several school financing
mechanisms are under discussion. Pacific Power will continue to be involved in these discussions and will also work with Oregon Department of Energy to ensure that schools are aware of the energy efficiency incent ives that are available to them.

 

### In early December, Clean Energy Works Oregon (CEWO) confirmed that they have received $3.5m in Oregon Department of Energy funding to put toward a statewide rollout of energy efficiency financing that will require on

- bill repayment from utilities. CEWO has asked to begin contract negotiations and expects to rollout programs throughout Oregon in Q1 2011. Participant communities include: Astoria, Hood River County, Lake/Klamath Counties, Corvallis, Jackson/Josephine Counties, Pendleton, Deschutes County, Coos County, and Lane County. CEWO has also indicated they expect to pull in Clean Energy Works Portland so all programs are working under the same umbrella. A key component of moving forward is that Pacific Power has asked

CE WO to be the only party to contract with to avoid multiple party contracts with different parameters and expectations across the state. Pacific Power expects CEWO to be the only entity that we will remit customer payments to as well as back bill for utilit y administrative costs. Pacific Power expects CEWO to distribute customer payments and manage administrative costs uniquely to the multiple banks and jurisdictions. Pacific Power’s Energy Trust liaison continues to be the main
contact for this work.

 

### Pacifi c Power’s Energy Trust liaison participated in a joint meeting with Energy Trust and Pacific Power to review annual media plans including a review of: Pacific Power creative; Energy Trust’s refrigerator recycling; call to action and plans to track effectiv eness; update on staffing and structure at Energy Trust; joint fall campaign; and, relationship statements.

 

### Pacific Power’s Energy Trust liaison participated in a joint meeting with Energy Trust and Pacific Power to review: review of yearly forecasts; unde rlying assumptions; how they are built up; review of activity to date in the three key groups; summary of market conditions and issues for meeting goals; and, an update on Oregon State University’s combined heat and power project.

 

### Pacific Power’s Energy T rust liaison attended the final Northwest Energy Efficiency Taskforce

e xecutive committee meeting.

 

### Pacific Power’s Energy Trust liaison participated in the EEAST rulemaking advisory meetings convened by the Oregon Department of Energy.

 

### Pacific Power’s Ene rgy Trust liaison attended the Grants Pass trade ally round table meeting.

 

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

 

### Pacific Power’s Energy Trust liaison attended the Conservation Advisory Council meetings.

SB838 Comm ercial efficiency programs

 

### Pacific Power hosted a round of 2010 Energy Savings Answers breakfasts in Medford, Grants Pass, Coos Bay and Cottage Grove. Due to time and travel constraints, the Grants Pass session was offered as a luncheon that immediately f ollowed the Medford breakfast. After accounting for presenters, staff, no

- shows and walk

- ins, we successfully provided small to mid

- size commercial energy efficiency information to 151 attendees in Medford, 109 attendees in Grants Pass, 105 attendees in20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 34 of 40 

### Co os Bay, and 45 attendees in Cottage Grove. In coordinating up to 14 breakout session presenters, breakout sessions at each of the breakfast/luncheon sessions included: Lighting the Way to Energy Savings / Lighting 101; Energy Efficiency on Main Street; Ren ewable Energy with Energy Trust of Oregon; How Does Your Business Use Energy?; Heating, Ventilation and Air Conditioning / HVAC 101; The Energy

- Saving Path for Industrial Facilities; and, Tax Credits, Loans and Grants, hosted by Oregon Department of Energy and United States Department of Agriculture (USDA). While all of the breakfasts went very smoothly, we weren’t without a few minor hiccups, including a hotel fire that required us to move our event to another location just three days before Pacific Power staff headed out on the road. Gratefully the call center pitched in and called every registered attendee to alert them to the new location. As part of a drawing, 105 customers signed up for the Business Solutions Toolkit. Feedback surveys were taken at eac h session and are currently being tabulated.

 

### Pacific Power’s Energy Trust liaison coordinated a meeting with all Pacific Power corporate account managers and Energy Trust industrial and commercial program managers. The corporate account managers are the ke y group within Pacific Power that can drive energy efficiency at the industrial and large commercial level. Items covered during the meeting: Current industrial kwh savings compared to goal; Current commercial kwh savings compared to goal; Plans/programs t o get to goal by end of year; New industrial/commercial initiatives and pilots that PP customers can participate in; and, How Pacific Power can help move customers into the ETO pipeline.

 

### Pacific Power’s Energy Trust liaison kicked off and managed a coordin ated effort with Oregon Main Street, Energy Trust, Oregon Department of Energy and U.S. Department of Agriculture to look at
small to mid

- size commercial retrofit opportunities throughout the Oregon Main Street communities in spring 2011. The project has b een well received and participants are looking forward to a localized effort to promote energy efficiency in the “downtown” environment.

 

### Pacific Power’s Energy Trust liaison completed the RFP contracting process for Field Energy
Consultant services to be located in and primarily focus on Southern Oregon. The Field Energy Consultant’s scope of work encompasses: Deliver reliable, dependable and exceptional customer service; Proactively develop, manage and expand relationships with Pacific Power small

- to mid

- size commercial customers; Document and maintain records and report on customers contacted, dates, and outcomes; Develop community

- based energy efficiency grant opportunities; Participate in and facilitate meetings with a variety of Pacific Power customer audiences; Provide on

- site support for Energy Trust’s “Do It Yourself” energy audit; Provide information on Energy Trust program services and incentives, guiding customers into programs and working with Energy Trust to help facilitate
customer involvement ; Provide energy outreach to customers, encouraging new customers, deepen the savings from sites and helping speed the adoption of energy efficient practices; Represent Pacific Power and the Energy Trust of Oregon, including the vendor neutral aspects in a n accurate, positive professional manner; Maintain working knowledge of current Energy Trust of Oregon and Pacific Power energy efficiency programs; Provide a seamless handoff, deliver project leads to applicable Energy Trust of Oregon program managers; Pr epare concise written reports, such as initial site visit reports and post

- handoff reports, including suggestions for process improvements as per the requirements and formats provided and updated by Pacific Power and/or Energy Trust of Oregon; and, Partici pate as required in regular consultant review meetings. Through Q4 2011, Pacific Power’s Field Energy Consultant has performed 252 contacts resulting in:

o 24 completed onsite facilitated “Do It Yourself” energy audits

o 21 scheduled onsite facilitated “Do It Yourself” energy audits

o 29 project referrals to Energy Trust programs

o 26 project referrals to Energy Trust trade allies

o 18 referrals to Energy Trust website20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 35 of 40 

### o 134 phone calls to remind commercial customers about the energy efficiency resources
available to t hem

 

### Co

- branded print ads ran in Southern and Central Oregon focusing on energy saving measures facilitated by Energy Trust incentives and rebates. Print ad titles included “Brighten Your Bottom
Line.”

 

### Pacific Power’s Energy Trust liaison participated in re viewing the Energy Trust 2010 communications plan. Pacific Power/Energy Trust 2010 Commercial/Ind Communications

 

### Welcome Aboard kits continued to be mailed to all new commercial customers. The kit contains information on Energy Trust programs and incentive s to help customers invest in energy efficiency.

SB 838 Industrial efficiency programs

 

### Pacific Power’s Energy Trust liaison and corporate account managers met with ECOS / Industrial Efficiency Alliance to review potential industrial energy efficiency tra ining offerings for the mid

Willamette Valley for fall 2010.

 

### Pacific Power coordinated and co

- hosted the Central Oregon Irrigation & Agriculture Energy Efficiency Forum in Redmond, Oregon. With over 125 registrations, customers attended from as far

away as Klamath Falls and Pendleton. Topics included: Production Efficiency (hosted by Energy Trust of Oregon), Scientific Irrigation Scheduling, Rural Energy Audits, U.S. Department of Agriculture Rural Energy for America Program (REAP), and Oregon Business Ener gy Tax Credits. Feedback was very positive including the speakers, the breadth of information provided and keeping on time with the agenda. Attendees noted that a future improvement to a forum of this nature will need to include real customer examples/test imony of the process that they went through to get their energy efficiency project kicked off and completed. Ninety

- eight percent of attendees indicated they would recommend the forum to others. The forum was a partnership between Pacific Power, Energy Tru st of Oregon, Central Oregon Intergovernmental Council, Wy'East Resource Conservation & Development, OSU Energy Efficiency Center, ODOE and USDA.

SB 838 Residential efficiency programs

 

### Pacific Power’s Energy Trust liaison hosted a w ebinar for Energy Trus t residential sector staff on Community

- wide Energy Efficiency Efforts. Topics covered: Utility support: What roles does the utility play?; Recruiting community organizations to put a “local face” on utility programs; Working with city and county governmen ts; Developing community leaders; and, Organizing and publicizing special events.

 

### Pacific Power was very pleased with the success of the 2010 Home Energy IQ series held in October
and November. Co

- hosted with Energy Trust of Oregon, sessions were held in Portland, Bend, Pendleton, Hood River, Klamath Falls, Grants Pass, Medford, Albany, Astoria, Lincoln City, Roseburg and Coos Bay, Oregon. Pacific Power received over 1,100 online registrations and nearly 800
attendees. More than 500 energy saver kits were delivered during the sessions that included compact fluorescent lights, a low

- flow showerhead and faucet aerators. Additionally, over 250 customers signed up for a 1

- hour free home energy review. Customers were very satisfied with the workshops and were ap preciative of the materials provided, the speakers, the “do it yourself” energy efficiency projects and where to go for incentives and rebates for larger projects. At future workshops, customers would like to see more information on renewable energy, parti cularly solar. Ninety

- six percent of attendees indicated they would recommend the workshop to others.

 

### In January, a bill insert was sent to all Oregon residential customers highlighting ENERGY STAR® appliances and available cash incentives from Energy Trus t of Oregon.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 36 of 40  

### January/February Voices residential newsletter featured an article on understanding and reducing home energy loses through Energy Trust’s Home Energy Review. The article focused on how an energy advisor will walk through the customer’s home an d provide a prioritized list of improvements that can save money.

 

### The July/August issue of Voices newsletter featured an article on purchasing a manufactured home.

“ Choose an Earth Advantage or eco

- rated certified manufactured home for maximum energy
effic iency, unrivaled comfort, water savings and healthier indoor air. As an Oregon Pacific Power customer, you’ll also earn a $700 cash

- back incentive from Energy Trust of Oregon.

 

### In August, a postcard promoting Energy Trust’s home energy review was delivered. “ Did you know your home could be wasting up to 60 percent of the energy you pay for? Leaky ducts, inefficient equipment, air leaks and poor insulation are often the cause. Learn how to use less energy and keep dollars in your pocket with a Home Energy Rev iew.

 

### In August, a postcard promoting Energy Trust’s energy saver kits was delivered. “ Reduce energy use with a twist of your wrist. Receive a free Energy Saver Kit from Pacific Power and Energy Trust of Oregon.

 

### In August, a bill insert was delivered for En ergy Trust’s See Ya Later Refrigerator program. “ Let us do the heavy lifting. We pick up your old fridge. You pick up $50. Recycle your old fridge or freezer with help from Pacific Power and Energy Trust of Oregon. You’ll pocket a $50 cash incentive and sav e up to $200 a year in energy costs.”

 

### The September issue of Voices newsletter featured an article on Energy Trust incentives when improving insulation and air leaks. “I nsulate and get cash back. Sealing air leaks and improving
insulation are two of the mo st affordable ways to make your home more comfortable. They typically pay for themselves within a few years with the money you’ll save on heating and cooling.”

 

### In September, a bill insert promoting Energy Trust insulation incentives was delivered. “ Why ins ulate now? Get a $300 bonus, year

- round comfort and savings. Seal air leaks and improve your home’s insulation by October 31, 2010. Then cash in on a $300 bonus on top of other incentives

– all brought to you by Pacific Power and Energy Trust of Oregon.

 

### In September, a bill insert promoting the Home Energy IQ workshops throughout Oregon was
delivered. “This is one class where the subject matter will save you plenty of money. Pacific Power is pleased to present The Home Energy IQ Workshops in your area. Plea se join us for an enlightening evening of tips, advice and some tasty refreshments.” Energy Trust has provided the presenters and

on

- site energy saver kits.

 

### In October, a bill insert promoting Energy Trust heat pump incentives was delivered. “ There’s a
bet ter way to stay warm this winter. Upgrade to a premium

- efficiency heat pump in 2010, and cash in on a federal tax credit before it expires. Add in a state tax credit and incentives from Energy Trust of Oregon, and you can save up to $3,265.”

 

### The October is sue of Voices newsletter featured an article titled, “Old Fridge? Recycle it and get $50.” The article focused on saving energy by switching to compact fluorescent lights and provided information on how to contact Energy Trust for participating retailers.

 

### The November/December issue of Voices newsletter featured an article titled, “Put a new twist on lighting.” The article focused on reducing saving energy by switching to an ENERGY STAR model and provided information on how to contact Energy Trust for a fre e pick up of old refrigerators and
freezers.

 

### During October through December, co

- branded radio spots ran in Southern and Central Oregon focusing on energy saving measures facilitated by Energy Trust incentives and rebates. Radio titles included “Refrigerat or Recycle,” “Home Energy Review,” and “Upgrade Appliances.” Co

- branded Trail Blazers Radio energy efficiency spots began running in December.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 37 of 40  

### During October through December, co

- branded print ads ran in Southern and Central Oregon focusing on energy savin g measures facilitated by Energy Trust incentives and rebates. Print ad titles included “Outlets,” “Kilowatts,” and “Home Sweet Home.”

 

### During October through December, co

- branded television spots ran in Southern and Central Oregon focusing on energy saving measures facilitated by Energy Trust incentives and rebates. Commercial titles included “Washing Machine,” “Cutting Kilowatts,” and “Home Sweet Home.”

 

### Welcome Aboard kits continued to be mailed to all new residential customers. The kit contains
informatio n on how Energy Trust helps Pacific Power customers manage their energy costs and benefit from renewable energy.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 38 of 40 PORTLAND GENERAL ELE CTRIC ENERGY EFFICIE NCY ACTIVITIES 20 10 11



### Commercial and Industrial PGE used SB838 funds on three different approaches to promoting Energy Trust programs to business

customers:

1. Customized Segmented Education & Information (March

- July 2010) PGE’s Business Direct Mail Campaign of 2010 focused on targeting business markets with customized mailings that made energy efficienc y relevant to their business.

The campaign delivered educational information on areas of potential efficiency opportunities based on segment usage, explained about Energy Trust incentives, and invited customers to call PGE for a free energy consultation. The energy consultations were designed to help customers identify a project, find a contractor and qualify for Energy Trust projects (see outreach section 3 for more details). Each target segment received a “teaser postcard” to attract interest, a follow

- u p letter with complete information
and a follow

- up reminder postcard.

30,000 customers received mailings. 118 called for an energy efficiency consultation and to date 32 have been referred to Energy Trust as qualified leads.

2. Mass Market Campaign Septe mber

- December 2010 Significant changes were made to the Save More, Matter MoreTM Campaign in 2010 to increase customer participation. Previously the campaign encouraged business customers to make a public commitment to do an energy efficiency project. A de cline in participation n umbers between 2008 and 2009 led the team to remove this requirement, which was perceived as a barrier to customer participation. The 2010 campaign encouraged customers to enter a sweepstakes to win one of five $3,000 energy effic iency upgrades or request a free energy efficiency consultation and automatically be entered to win the sweepstakes.

332 customers entered the sweepstakes while 659 customers requested a free energy efficiency consultation. PGE performed energy consultat ions for all 659 customers and sent 133 qualified leads to Energy Trust to d ate

.

3. Personal & Face

- to

- Face Communication PGE has had a dedicated outreach position in place since June 2008. This position had been shared by two people, Verlea Briggs as prim ary and Paula Conway as back

- up. In June 2010 PGE received OPUC support to hire two additional Outreach Specialists, and Andrew Schafer and Garrett Harris were hired in August 2010.

A primary effort of these outreach positions is to make energy efficien cy presentations at Chamber, Business and Trade Association events and engage customers from these and other PGE marketing efforts. The Outreach Specialists development and facilitate customer participation in the Energy Trust

11 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. C ontent was developed by the utilities following a sector outline suggested by Energy Trust. Fonts were changed to be consistent with text in the rest of this report.20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 39 of 40 

### Programs. The results are qualified leads for the Energy Trust. Qualified leads were generated from but not limited to the following activities:

Chamber, Business and Trade Association presentations Targeted outbound customer calls Customer email access ( energy.consultation@pgn.com ) Response to business marketing Business partnerships (i.e. City of Portland BEST program, Clackamas County Office of Sustainable Development)

Customer follow

- up af

ter PGE Training and Education classes Leveraging internal networks (i.e. Key Customer Managers, Governmental Affairs representatives, Service and Design Consultants, etc.) Customer calls to PGE Tualatin Call Center via energy.efficiency@pgn.com

In 2010, the Outreach position had the following results:

3703 face

- to

- face, email or phone presentations to business customers 326 qualified project leads sent to Energy Trust programs.

At Energy Trust request, PGE and the Energy Trust jointly conducted an Outr each Breakfast in April in Portland, Oregon as a follow

- up to a successful breakfast in Salem in November 2009. This breakfast had lower attendance and wasn't considered quite as successful. A second breakfast in Hillsboro attracted just a few customers and PGE and Energy Trust jointly decided to suspend this outreach

method for now.

Residential

PGE used Schedule 110 funds to enhance basic information provided through residential mass

- market channels with the following promotions.

In January, PGE pr omoted 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. 127 water heaters were sold during the promotion.

In Apr il, PGE promoted Energy Trust’s Refrigerator Recycling program with a bill insert, resulting in a 39% increase in recycled units for the two months following the promotion

. In September, PGE again promoted the refrigerator recycling program through its Upd ate and Home Connection newsletters; participation again increased substantially . 10,776 refrigerators were collected from PGE residential customers in 2010, accounting for nearly 60% of the to tal participants in the Refrigerator Recycling program.

In Ma y, PGE’s emailed newsletter (Home Connection) featured Energy Trust Home Energy Reviews (HER), 129 PGE customers requested a Home Energy Review in the first 24 hours after Home Connection was published. 2,282 customers visited the Energy Trust’s HER web p age during May. Less than 50 residential customers typically visit the HER web site from PGE channels in an average month.

In June, a t the request of CSG, Energy Trust’s residential PMC, PGE mailed 10,000 postcards to residential customers in support of t he Home Performance with ENERGY STAR program . The20 10 Annual Report to the Oregon Public Utility Commission April 15, 201 1

Page 40 of 40 

### postcard included a limited

- availability $150 bonus offer after participants made at least three qualifying home improvements. 34 PGE

- heating customers downloaded the $150 coupon in

2010.

Throughout the s ummer and fall, PGE promoted energy efficient high performance showerheads with Energy Trust via free Energy Saver Kits (ESK) to PGE residential customers starting in July with a direct mail offer to 77,460 residential customers. At the Energy Trust’s

req uest, PGE emailed the ESK offer to an additional 48,997 residential customers in November. In 2010, 36,875 Energy Savers Kits were delivered to PGE customers. In addition, 1,775 showerheads were sold through George Morlan Plumbing retail stores and PGE Pl umber Network Installers fit 2,167 showerheads in customer homes. PGE’s combined efforts led to over 40,000 high performance showerheads distributed in 2010

. In October, PGE emailed 11,359 residential customers information about the Energy Trust’s

Savin gs Within Reach (SWR) program, which offers higher incentives for households that meet
moderate

- income guidelines. The email was opened by 2,264 times, with 635 “click

- throughs” for SWR information. There were 41 PGE participants for the Savings Within R each program in

2010.

In November, Portland General Electric and Energy Trust delivered four Home Energy IQ workshops in SE Portland, Salem (2) and Hillsboro, Oregon. 60 PGE residential customers attended the Home Energy IQ workshops, with 30 customers si gning up for an Energy Trust Home Energy Review and 53 customers receiving an Energy Saver Kit.