Energy Trust of Oregon 

2010 Annual Report

April 15, 2011

851 SW Sixth Ave. #1200

Portland, OR 97204

1.866.368.7878

503.546.6862 fax
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Table of Contents Page

I From the Executive Director: 2010 in Review 3 

II Background, Mission and Goals 5

III 2010 Results 6

IV Revenues and Expenditures 11

V Savings and Generation 12

VI 2010 Performance Measures 15

VII Projects Completed 17

Appendix

2002-2010 Progress toward 2014 Goals 18

Energy Trust Program Descriptions 19

NW Natural Industrial Demand-side Management Program 22

2010 Energy Trust Board of Directors 23

Board Development Guidelines 27

2010 Advisory Council Members and Meetings 28

2010 Customer Service Data 30

Reports prepared by Electric Utilities on their Activities 32

Supported by SB 838-authorized Funding

Energy Trust 2010 Audited Financial Statement
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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I From the Executive Director: 2010 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 capital, 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 from 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 households 

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-conscious 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 improving 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 Clean Energy 

Works Portland. Energy Trust, the City of Portland and others collaborated on this pilot, which 

served close to 500 Portland homeowners in 2010. A combination of funds from private, state and 

federal sources, including Energy Trust cash incentives, 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 the 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 in 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 heat 

campus buildings, this single project reduces the need for the equivalent of 2.7 average megawatts 

of electricity.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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 issued 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 public, with agendas 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 Department 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 helped so 

many people at this important time. 

Margie Harris, Executive Director
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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II Background, Mission and Goals 

A. Background

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

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

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

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

An independent 501(c)(3) non-profit organization, Energy Trust serves the residential customers and 

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

assistance and financial incentives, helping customers derive direct benefits from clean energy 

investments. Four of our eight programs are managed internally, while four—the residential and 

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

programs, Energy Trust services are provided by specialized local businesses linked in a network of 

nearly 2,100 trade ally contractors and other allied professionals from throughout the state. 

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

independent, diverse board of directors whose members volunteer their time and expertise. Via 

contract with the Oregon Public Utility Commission, we must comply with minimum performance 

measures, reporting and other requirements it establishes to guide our operations and results. Our 

inclusive and transparent approach includes open meetings and published agendas, minutes, 

evaluation, budgets and financial statements. 

Beginning in October 2009 and continuing through 2010 on a pilot basis, Energy Trust provided 

service 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 

Commission (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 efficiency, conservation and renewable 

energy solutions to those we serve. 

C. Vision Statement 

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

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

D. 2014 Strategic Plan Goals

1. Save 479 average megawatts of electricity.

2. Save 34.7 million annual therms of natural gas.

3. Produce 124 average megawatts of electricity from new renewable generation. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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III 2010 Results

A. General

Savings and generation

Electric efficiency projects completed in 2010 saved 45.7 average megawatts of electricity at 

a levelized cost of 2.5 cents per kilowatt hour. This savings is 101 percent of the 2010 stretch 

goal1. Compared to 2009, annual savings increased by 63 percent2.

Gas efficiency projects completed in 2010 saved 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 exceeded 2009 results by 61 percent. 

With one exception, every Energy Trust energy efficiency program met its minimum 

conservative electric and gas goals 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 savings, averaged over three years, exceeded 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 Utility 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 34 percent in 2010 to more than $71 million, a new 

record high. 

Since 2002, cumulative savings total 254 average megawatts of electricity and 17.8 million 

annual therms of natural gas, equivalent to 53 percent and 51 percent, respectively, of our 

2014 electric and gas saving goals. (See p.12, Electric Efficiency Savings, for impact on 

these totals of including additional savings from self-direct projects.) 

Since 2002, cumulative generation equals 103 average megawatts of renewable energy, 

approximately 82 percent of the 2014 goal of 124 average megawatts.

Participating Oregon utility customers saved $175 million in 2010. Since 2002, cumulative 

customer bill savings for participants total $778 million. 

Energy Trust expenditures and energy savings in 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 million in small business income and more than 2,400

jobs.3

Air quality improvements stemming from Energy Trust investments have offset more than six

million tons of carbon dioxide generated by fossil fuels4, the equivalent of taking more than 

one million cars 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 assessment 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 up 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 2,878,658 annual therms). 

3

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

investment.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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, satisfying

additional OPUC performance requirements.

Expanded the number of Oregon trade ally contractors and other allied professionals by 40

percent, helping support Oregon’s economy during tough times.

B. Residential efficiency programs

Both residential programs 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 percent. 

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, proving 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 libraries statewide to 

measure energy used by appliances and other devices.

The approximately 18,700 refrigerators and freezers recycled in 2010 exceeded our goal and 

represent a 20 percent increase over 2009. 

Two new energy saving equipment measures introduced 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. Approximately twofifths of the hearths were equipped with energy-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 organization 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 saved or generation 

using renewable resources, 11.7 lbs of carbon dioxide reduction per therm saved.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Clean Energy Works engaged 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

certified 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 goals and exceeded 

stretch gas goals by large margins. Compared to 2009, 2010 electric and gas savings both 

increased by more than 50 percent. 

In a weak economy, the business value of energy cost savings is magnified. Commercial

programs saw a trend toward smaller projects with shorter 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 electricity 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, an 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 water heating systems.

Commercial offices, retail, groceries and warehouses accounted for close to three-fifths of 

Existing Buildings’ 2010 electric savings, 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, representing 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 projects 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 in 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 Buildings 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 15 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 use‖ status. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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D. Industry and agriculture efficiency programs

Electric savings in the industrial and agricultural 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 its 2010 conservative goal yet 

made significant strides with utilities to accurately identify customers eligible for gas 

incentives, a challenge that had been a barrier to success.

Approximately one-third of the program’s electric savings in 2010 resulted from 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 initiatives, called ―90 by 90,‖ was a special incentive offer for custom operations

and maintenance projects. The other was the very successful Industrial Energy Improvement 

initiative, which provided 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 Production Efficiency introduced new, vendor-delivered offerings for smaller 

manufacturers and farmers. At the same time, the program increased its efforts in industrial 

lighting, another trade ally-driven initiative. Participation in these low-cost, higher volume 

offerings for calculated and prescriptive measures in lighting, compressed air, motors, 

irrigation 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 

management 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 industrial and agricultural businesses.

E. Renewable 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 heating and selling excess electricity to Pacific Power. With a nameplate capacity of 

280 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 nearly 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. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Commercial solar electric project activity also increased at a rate of 17 percent. An estimated

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 reduce energy 

consumption and increase renewable energy use at Oregon wastewater treatment plants, 

helping further energy independence. 

Three small hydro systems were installed and began generation in 2010, all of them serving 

irrigation districts and bringing water saving benefits. Commitments 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 occupy a mix of residential and farm sites, most in the Willamette

Valley. 

Competition for state tax credits held up decisions on renewable energy projects across all 

technologies. Roughly one in six medium to large projects received tax credit awards. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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IV Revenues and Expenditures 

Received $124.7 million in Oregon public purpose revenues during 2010. 

Invested $122.2 million (including carryover funds from prior years), 26 percent more than in 

2009. 

Paid more than $71.3 million in incentives for efficiency and renewable energy projects

A. Revenues

Oregon public purpose revenues for 2010 were $2 million or 1.6 percent below budget.

B. Expenditures

Electric efficiency spending was below budget by about $4.9 million for the year, or 5.8 percent. Gas 

expenditures for 2010 were $3.8 million, or 17 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 $14.1 million below budget for the year, as 

many larger renewable energy projects were delayed or cancelled due to uncertainties about state 

tax credits.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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V Savings and Generation

A. Electric efficiency savings

In 2010, electric efficiency programs saved 45.7 average megawatts, achieving 101 percent of 

Energy Trust’s 2010 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 customers, Energy Trust has achieved 57 percent of its 2014 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.6The 45.7 average 

megawatts were acquired at a levelized cost of 2.5 cents per kilowatt hour, less than the stretch goal 

of 2.6 cents per kilowatt hour. 

Electric efficiency savings numbers include transmission and distribution savings

B. Gas efficiency savings

In 2010, gas efficiency programs saved 4.6 million annual therms of natural gas, or 96 percent

of our 2010 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 2014 goal of 34.7 million annual therms. This is equivalent 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 2010 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 

2014. To date, 20 average megawatts of savings have been achieved by industrial consumers via self-directed funding. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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C. Renewable energy generation

Total renewable energy generation of 3.3 average megawatts for the year met the OPUC 

benchmark 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 2014 generation goal of 124 average megawatts. 

Renewable energy generation numbers include transmission and distribution savings, where appropriate

D. Progress toward goals by utility

2010 2010

% Achieved % Achieved

25.6 aMW 20.4 aMW 26.7 aMW

(224,242 MWh) (178,301 MWh) 126% (233,892 MWh)

20.1 aMW 13.4 aMW 17.0 aMW

(175,568 MWh) (117,230 MWh) 150% (148,920 MWh)

4,254,906 2,857,594 2,936,000

annual therms* annual therms 149% annual therms

367,875 379,960 317,937

annual therms annual therms 97% annual therms

NW Natural 145%

Pacific Power 118%

Cascade Natural Gas 116%

Annual IRP Goal

Goal

Annual 

Savings

Portland General Electric 96%

Energy Trust

Goal

 Annual Goal (Conservative)

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

Commercial 6.85 3.08 9.93 $22,317,080 $ 2.2

Industrial 7.66 6.50 14.16 $13,629,557 $ 1.0

Residential 3.88 2.41 6.29 $15,799,973 $ 2.5

Total Electric Efficiency Programs 18.39 11.98 30.38 $51,746,610 $ 1.7

SB 1149 Electric Efficiency Results

mil 

$/aMW

PGE aMW 

Saved

Pacific 

Power aMW 

Saved

Total 

aMW 

Saved Expenses

 

7 The conservative goal for 2010 renewable energy generation was 4.1 average megawatts. This reflects generation associated with 

expenditures made in 2010. An additional 2.7 average megawatts of generation was committed in 2010 to come on line in 2011 and 

beyond. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 14 of 40 Commercial 3.01 4.69 7.70 $11,870,520 $ 1.5

Industrial 0.99 0.71 1.70 $ 5,145,472 $ 3.0

Residential 3.21 2.65 5.86 $14,810,005 $ 2.5

Total Energy Efficiency Programs 7.21 8.06 15.26 $31,825,997 $ 2.1

SB 838 Electric Efficiency Results

mil 

$/aMW

PGE aMW 

Saved

Pacific 

Power aMW 

Saved

Total 

aMW 

Saved Expenses

* Reflects incremental increase in costs to Energy Trust derived from expenditures by Pacific Power and Portland General Electric 

under terms of the agreement described in SB 838.

See Appendix, beginning p. 32, for reports prepared by Pacific Power and 

Portland General Electric on utility activities funded through SB 838. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 15 of 40

VI 2010 Performance Measures

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

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

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

or sector level. This allows Energy Trust to pursue different program strategies in residential, 

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

The following minimum performance measures apply in 2010.

Electric Efficiency 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 

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

Well within requirement, with 2010 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 annual therms, computed on a threeyear rolling average

Exceeded, with 2008-2010 average annual gas efficiency savings = 3.3 million annual 

therms

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

Well within requirement, with 2010 average levelized life-cycle cost = 32 cents per annual 

therm

Renewable Resource Development Targets

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

on a three-year rolling average

Met target with three average megawatts annually, 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 2010
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Program Delivery Efficiency

Keep administrative and program support costs8below 11 percent of annual revenues

Well within requirement, with 2010 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 2010, 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 than using less current data from evaluations.

Program Percent of Customers 

Satisfied or Very Satisfied

Existing Buildings* 92 percent

New Buildings 87 percent 

Production Efficiency 92 percent

Existing Homes 87 percent

Efficient Home Products** 91 percent

Solar 95 percent

Energy Trust recorded 31 customer complaints in 2010, 11 more than in 2009, a very small 

number considering the tens of thousands of customers served

*Includes multifamily property owners and managers

**Builders of new homes were not surveyed in 2010

Benefit/Cost Ratios 

Report benefit/cost ratios for larger conservation acquisition programs for 2010.

9

Program

Combined Utility System

Benefit/Cost Ratio

Combined Societal 

Benefit/Cost 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.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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VII Projects Completed 

Total Electric-only Gas-only Both

ENERGY EFFICIENCY

Commercial projects

Existing buildings retrofitted 2,205 1,664 256 285

Efficient new buildings constructed 211 107 16 88

Multifamily buildings retrofitted 278 200 18 60

New multifamily buildings constructed 25 2 1 22

Solar water heating commercial installations 16 7 9 0

Subtotal Commercial 2,735 1,980 300 455

Industrial projects 882 841 17 24

Residential projects

Efficient new homes constructed 735 110 196 429

Efficient new manufactured homes purchased 133 122 11 0

Home Energy Reviews conducted 6,374 1,568 281 4,525

Single-family homes retrofitted 12,487 4,278 7,902 307

Manufactured homes retrofitted 2,403 2,265 27 111

Solar water heating residential installations 170 92 78 0

ENERGY STAR appliance rebates 32,199 22,632 927 8,640

Subtotal Residential 54,501 31,067 9,422 14,012

TOTAL EFFICIENCY 58,118 33,888 9,739 14,491

RENEWABLE ENERGY INSTALLATIONS

Biopower project installations 0 0 0 0

Solar energy reviews performed 732 732 0 0

Solar electric residential installations 1,080 1,080 0 0

Solar electric commercial installations 141 141 0 0

Other renewable project installations 20 20 0 0

TOTAL RENEWABLE ENERGY 1,973 1,973 0 0

TOTAL EFFICIENCY AND RENEWABLE ENERGY 60,091 35,861 9,739 14,491

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 installed 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 refrigerators/freezers recycled in 2010. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Appendix 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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 insulation as well as customized solutions and operations and maintenance 

improvements. Services include energy surveys, project planning and technical analysis, contractor 

referrals, project facilitation and post-installation assistance. Multifamily customers 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, windows and HVAC. The 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 

commercial 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 high-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 through the Path to 

Net Zero pilot, which has enrolled 15 projects, including schools and public buildings. Strategies to 

help owners and developers of small-scale buildings are being tested through the Small Commercial 

Efficiency Pilot, which provides a prescriptive approach to achieve deep and predictable energy 

savings with simple, quick-to-deploy approaches that meet tight construction timelines. The program 

began in October 2003 and is currently implemented by Portland Energy Conservation, Inc.

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

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

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 individuals 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 customers 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, integration 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 Conservation Services Group.

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

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

homes that we support receive an Energy Performance Score to guide homebuyers, just as a milesper-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 testing 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 purchase 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 fundraiser 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 includes

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-saving 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 portion 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 photovoltaic 

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 community-led bulk purchase initiatives and thirdparty 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-shared grants for feasibility 

studies, technical assistance and other support for projects that generate electric power from organic

residues. Eligible fuels include biogas from sewage treatment facilities, food processing, agriculture, 

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

residues, and urban wood waste; landfill gas; and dedicated energy crops available on a renewable 

basis. The goal of the program is to expand our portfolio of biopower projects 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 generate 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 up 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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-writing, 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. The 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 director, 

serves as vice chair of the NEEA board of directors. NEEA is supported by and works in partnership 

with Bonneville Power Administration, Energy Trust and more than 100 Northwest utilities for the 

benefit of more than 12 million energy consumers. NEEA uses the market power of the region to 

accelerate innovation and adoption of energy-efficient products, services and practices.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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 and 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 Efficiency

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 $0.220
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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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 Board. Since then, he has served as chair of the American Solar 

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

Oregon Alternate Energy Commission and the Energy Committee of the Building Codes 

Structures Board. John 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 administrator at the City 

of Portland Bureau of Environmental 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 wildlife 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 Stakeholders 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 reelected 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 Power Administration for three years. Debbie also serves on the boards for the 

Portland Business Alliance, Portland Building Owners and Managers Association and the 

Central Eastside Industrial Council. She is a past president of the Portland Commercial Real

Estate Women. Debbie was 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 banks 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 of an International Organization for Standardization 14001-based energy 

management system based on the sustainability principles of The Natural Step. For 10 years he 

worked directly with Asian suppliers to reduce their environmental impacts, while implementing 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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

supply chain, manufacturing, distribution and fulfillment. John was re-elected treasurer in 2010.

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

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

comprehensive fundraising effort, The Campaign for OSU, by matching their research and 

employment needs with internationally recognized researchers and high-achieving OSU 

students. Previously, she spent 17 years as the energy lobbyist for Associated Oregon 

Industries, Oregon’s largest business advocacy organization, including the period of time when 

SB 1149 was negotiated and enacted. Julie 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 president 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 working for General Electric as manager of Middle East, Europe and Africa turbine 

services. In the early 1980s, he started Turbine Technology Services Corp., a turbine power 

consulting and engineering firm, serving for 13 years as chief executive officer. 

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

a federal agency serving the Pacific Northwest. He serves as the senior technical consultant 

and advisor to BPA on the development and implementation of strategic objectives, policies and 

programs related to global, national and state greenhouse gas and carbon dioxide issues. He 

served as legal counsel and energy program director of the Citizens' Utility Board of Oregon 

from 1994 to 2008. At CUB, he represented residential consumers in numerous rate cases and 

policy dockets before the Oregon Public Utility Commission. He has co-authored legislation 

related to electric utility operations and to climate change, including the Oregon Renewable 

Energy Act and the Climate Change Integration Act, both of 2007. He is an adjunct professor at 

Lewis and Clark Law School and the University of Oregon School of Law. Prior to joining CUB, 

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

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

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

Environment and Natural Resources Program and the Ocean and Coastal Program. He

received his 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. Prior to 1984, he was on active duty in the U.S. Navy and served as a 

nuclear submarine officer. Since he left active duty 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 

Association, 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 Western 

Grid Group, an organization that promotes transmission access for renewable energy projects 

across the West. He owns and operates a cattle and hay ranch in south central Oregon. He has 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 directors 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 

campaign 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 Morrison 

Child and Family Services and a trustee emeritus of Outward Bound Wilderness School. In 

addition, he serves on the Leadership Council of the Yale School of Forestry and Environmental 

Studies and serves on the National Advisory Council of Environmental Defense Fund in New 

York City. He has an extensive business background and brings a strong business sense to the 

board. He has a 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 director of energy for Willamette Industries, holding similar 

responsibilities. He also worked for PacifiCorp as the Oregon large industrial accounts manager. 

He brings this extensive experience in the energy industry plus prior sales and marketing 

experience 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 Bonneville 

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 University 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 vice 

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

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

board of directors of the nonprofit organization that manages the Mingus Park Municipal Pool, 

serves the Oregon Community Foundation as a volunteer grant evaluator, and recently stepped 

down after 17 years on the board of directors of Bob Belloni Ranch, Inc., a residential treatment 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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facility for adolescent offenders. Caddy brings private, nonprofit and economic development 

experience, years of community service and a south coast perspective to her service to 

Energy Trust. 

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 Economic and Community 

Development from 2006-2008 and director of the Oregon Department of Housing and 

Community Services from 1998-2006. A former construction contractor, he previously was an 

elected member of the Oregon House of Representatives, representing Grants Pass and 

surrounding communities from 1988-1998 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.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Board Development Guidelines

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

Energy Trust management, provides strategic and policy direction and approves the 

organization’s budget and major expenditures. The board carries out its oversight role through 

several committees. The board’s bylaws ensure that Energy Trust board meetings and other 

processes are clear, open and accessible to the public.

The Energy Trust―Oregon Public Utility Commission grant agreement calls for the Energy Trust 

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

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

OPUC. The nine members represented a variety of energy and business perspectives, including 

energy policy and planning, program implementation and evaluation, facility siting, consumer 

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

sectors. 

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

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

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

appropriate experience from throughout the state. To allow further diversity, the board also

expanded its size to 13 voting members.

Through these efforts and targeted recruitment, the 2010 board included 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 participate in an orientation session and are provided handbooks containing 

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

members also participate on advisory councils and board committees. All regular board and advisory 

council meetings and background information are public. Advisory council and board meetings are 

well attended, and public comment is included in every meeting. 

All regular board members complete and sign conflict of interest forms each year. The OPUC exofficio 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 strategic direction. Board development is a part of this 

public planning session, as needed.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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2010 Advisory Council Members and Meetings

Conservation Advisory Council

Jim Abrahamson, Cascade Natural Gas

Brent Barclay, Bonneville Power Administration

Jeff Bissonnette, Fair and Clean Energy Coalition

Paul Case, Oregon Remodelers Association

Suzanne Dillard (represented at some meetings by Robin Straughan), Oregon Department of Energy

Bruce Dobbs, Building Owners & Managers Association

Michael Early, Industrial Customers 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 attend CAC:

John Reynolds

Dan Enloe

2010 Meeting Dates CAC Major Discussion Topics

January 13 Savings adjustments procedures and process; Commercial and industrial market 

assessment; Air and duct sealing impact evaluation; Utility strategic roundtable

February 17 2003-2007 Multifamily impact evaluation; Refrigerator and freezer turn-in update; 

Legislative updates; 2009 savings unaudited results 

March 17 Self-generators policy; Direct-use biomass procedures; Incentive caps for new 

and existing buildings; Update on Clean Energy Works Portland pilot

May 19 Biofuel project process; Industrial operations and maintenance incentive offering; 

Residential sector new activities; Program updates; Evaluation of Clean Energy 

Works Portland pilot

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 Buildings 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 process evaluation; 2009 trade ally survey; 2010 

savings update; Funding of large customers; 2011 budget
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 29 of 40

Renewable Energy Advisory Council

BJ Mogadam, Pacific Power

Margie Gardner, Bonneville Environmental Foundation

Troy Gagliano, EnXco

Robert Grott, Northwest 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.

Suzanne Leta Liou, Renewable Northwest Project

Debra Malin, Bonneville Power Association

Robin Straughan (represented at some meetings by Vijay Satyal), Oregon Department of Energy

Frank Vignola, Solar Monitoring, University of Oregon

Sandra Walden, Oregon Solar 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 multi-site dairy digester project; Legislative update; 

Lender survey results

April 14

Update on Solar Pilot Feed In Tariff; Staff presentation on hydropower pipelinebuilding 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 

program; Update to lender outreach and new product review

July 21

45 Mile hydropower project; Funding large solar projects; Program updates; 

Renewable energy sector strategic plan

September 15

2011-12 budget; Concepts for addressing a limited budget for Pacific 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 discussion regarding long-term 

funding issues
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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2010 Customer Service Data

2010 call volumes

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 website visits 

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 drop in outdoor temperatures as well as residential and 

business promotions, such as the Free Your Home campaign and the commercial and industrial 

lighting bonus. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 31 of 40

Customer satisfaction

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

solicit feedback on satisfaction. Called ―Fast Feedback,‖ the surveys are administered by Energy 

Trust’s call center. Results are tallied monthly and quarterly and used by program managers to help 

identify and reduce or eliminate sources of dissatisfaction. The table below shows percent of 

participants satisfied or highly satisfied with their experience of engagement with Energy Trust.

Program

2010

Count Percent Satisfied

Existing Buildings 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 to Energy Trust via the Oregon Public Utility Commission. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 32 of 40

PACIFIC POWER ENERGY EFFICIENCY ACTIVITIES 201010

SB 838 General

 Pacific Power’s Energy Trust liaison lead and coordinated significant efforts throughout the first 

quarter of 2010 on the updated Schedule 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 financing 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 webinar for Energy Trust communications staff on 

creating energy efficiency marketing campaigns. Topics covered: Designing innovative programs to 

captivate customers; 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.

 Pacific 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 residential 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 Energy 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, funding 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 rulemaking 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 Energy Trust. Fonts were changed to be consistent with text in the rest of this report. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 entity 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 Council 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” during 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 incentives 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 

CEWO 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 utility 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.

 Pacific 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 effectiveness; 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; underlying 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 Trust liaison attended the final Northwest Energy Efficiency Taskforce 

executive 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 Energy 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 Commercial 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 followed 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 in 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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Coos 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; Renewable 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 each 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 key 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 to 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 coordinated 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 been 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 an 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; Prepare 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, Participate 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 website
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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o 134 phone calls to remind commercial customers about the energy efficiency resources 

available to them

 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 reviewing 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 incentives 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 training offerings for the midWillamette 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 Energy 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/testimony 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 Trust 

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 webinar for Energy Trust 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 governments; 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 appreciative 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, particularly 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 Trust of Oregon.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 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 and 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 

efficiency, 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 Review.

 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 Energy 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 save 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. “Insulate and get cash back. Sealing air leaks and improving 

insulation are two of the most 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 insulate 

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. Please 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 

better 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 issue 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 free 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 “Refrigerator Recycle,” “Home Energy Review,” and “Upgrade Appliances.” Co-branded 

Trail Blazers Radio energy efficiency spots began running in December.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 During October through December, 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 “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 

information on how Energy Trust helps Pacific Power customers manage their energy costs and 

benefit from renewable energy.
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

Page 38 of 40

PORTLAND GENERAL ELECTRIC ENERGY EFFICIENCY ACTIVITIES 201011

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 efficiency 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-up 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 September-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 decline in participation numbers 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 efficiency 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 consultations for all 659 customers and sent 133 qualified leads to 

Energy Trust to date.

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 primary 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 efficiency 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. Content 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. 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 after 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 Outreach 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 promoted flat-fee installation of energy-efficient Marathon water heaters 

through Roto-Rooter with a bill insert. Energy Trust offered instant incentives on the product 

during the promotional period. 127 water heaters were sold during the promotion. 

In April, 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 Update 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 total 

participants in the Refrigerator Recycling program. 

In May, 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 page 

during May. Less than 50 residential customers typically visit the HER web site from PGE 

channels in an average month.

In June, at the request of CSG, Energy Trust’s residential PMC, PGE mailed 10,000 postcards to 

residential customers in support of the Home Performance with ENERGY STAR program. The 
2010 Annual Report to the Oregon Public Utility Commission April 15, 2011

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 summer 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 

request, 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 Plumber 

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 

Savings 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 Reach 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 signing up for an Energy Trust 

Home Energy Review and 53 customers receiving an Energy Saver Kit.