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Energy Trust of Oregon 

2009 Annual Report 

April 15, 2010
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 2 of 35

Table of Contents Page

I From the Executive Director 3

II Background, Mission and Goals 5

III 2009 Results 6

IV Revenues and Expenditures 9

V Savings and Generation 10

VI 2009 Performance Measures 13

VII Projects Completed 15

Appendix

2002-2009 Progress toward 2012 Goals 16

Energy Efficiency Program Descriptions 17

Renewable Energy Program Descriptions 18

2009 Energy Trust Board of Directors 19

Board Development Guidelines 23

2009 Advisory Council Members and Meetings 24

2009 Call Volumes and Web Visits 26

Reports prepared by Electric Utilities on their Activities 27

Supported by SB 838-authorized Funding

Energy Trust of Oregon 2009 Audited Financial Statement
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 3 of 35

I From the Executive Director: 2009 Highlights

For Energy Trust of Oregon, 2009 was a productive and robust year characterized by new 

opportunities, innovation and challenges stemming from the economy. Believing low-cost energy 

efficiency and renewable energy technologies are the path to our clean energy future, Energy Trust 

embraced aggressive goals in its new five-year strategic plan, adopted at the end of 2009. An 

organization redesign focused on internal efficiency gains and restructuring to meet growing 

expectations and highlight service to customers. Broad support for our work resulted in new funding, 

strengthening the linkage between how utilities plan to meet their future needs and Energy Trust 

goals. Looking ahead, these and other annual results position Energy Trust to deliver even more 

cost-effective energy efficiency and additional renewable energy benefits for utilities and their 

customers. 

I am particularly excited about the strategic changes we defined with others in 2009. Importantly, we 

invested in having a greater presence throughout the state to better serve those living in southern, 

northwestern and eastern Oregon. This translated into greater awareness of Energy Trust among 

residential customers, growing from 32 percent in 2008 to 41 percent in 2009. Website visits and call 

volumes also increased 17 percent and 24 percent, respectively, over 2008. 

Our work continues to help businesses stay in business and creates jobs during these tough 

economic times. With double digit unemployment in our state, nearly 300 more energy service 

businesses signed up to work with us in 2009, a 25 percent increase over 2008. Our growing 

network of almost 1,500 trade ally contractors used Energy Trust incentives to leverage their 

businesses and sell more products and services. We estimate that our programs helped create more 

than 750 jobs in 2009, roughly 150 more than in 2008, resulting in almost 2,300 jobs created since 

2002. In more job-creating activity, Energy Trust paired our resources with nearly $3 million in 2009 

federal stimulus funding, investing them in cities, counties and other public entities throughout 

Oregon.

Innovation came in a variety of ways last year, including through cooperation with the City of 

Portland, local utilities, Shorebank Enterprise Cascadia, workforce equity advocates and others to 

develop Clean Energy Works Portland, the first Energy Efficiency and Sustainable Technology 

(EEAST) pilot program. This novel approach sets out to test new ways of helping consumers 

evaluate and decide on energy-saving improvements for their homes and offers no-upfront-cost 

financing with payback on utility bills. The program also provides training for a broader and more 

diverse workforce, helping build the future infrastructure needed to weatherize more homes.

Another successful innovation is a highly replicable solar energy strategy Energy Trust supported 

through SE Uplift, a Portland neighborhood coalition. Solarize Southeast led to 120 solar electric 

systems being installed (348 kilowatts of new capacity) starting in 2009 and continuing into early 

2010. This magical combination of community meetings, system savings through bulk purchases 

and limited-time offers broke all records for solar installations in the program’s six-year history. Now,

four new neighborhood- and city-led Solarize initiatives have spawned, including one in Pendleton, 

as of early 2010. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 4 of 35

We were pleased to begin new services for NW Natural customers in 2009. Industrial customers are 

now able to participate through a pilot program, and new programs are being delivered to 60,000 

NW Natural residential and commercial customers in Southwest Washington.

2009 also marks completion of the first LEED® platinum certified indoor solar heated pool in the 

country. Additionally, our first geothermal generation project with the Oregon Institute of Technology

was funded, and we provided incentives for the first urban wind turbines atop 12 West, a downtown 

high-rise building. The Energy Performance Score approach to providing energy and carbon usage 

information to buyers of new homes was also tested, one of the first of its kind in the nation.

Knowing how hard-hit the education sector has been, Energy Trust provide more than $3.8 million in 

financial incentives to 155 energy-saving and renewable energy generation projects in Oregon 

schools, community colleges and universities. Cumulatively, Energy Trust has provided more than 

$9.8 million in incentives for more than a thousand Oregon school projects throughout the state, 

helping schools reduce current and future operating costs. During the 2008-2009 school year, 

LivingWise energy efficiency curriculum kits were distributed to 27,000 students in more than 700 

Oregon sixth-grade classrooms. This form of educational outreach led students to work with their 

parents and install efficiency upgrades in homes that produced energy and bill savings. 

New funding commitments made to expand and diversify regional market transformation activities 

through the NW Energy Efficiency Alliance will help ensure future success in new markets. 

Investments in emerging technologies will lead our transition from savings acquired through compact

fluorescent light bulbs to other technologies, new codes and standards.

We are pleased to report that the energy saved and generated through our programs since 2002 has 

saved Oregonians nearly $600 million on electric and gas bills. Thanks to the collaborative 

contributions of our volunteer board, active utilities and stakeholders, the Oregon Public Utility 

Commission, talented contractors and willing participants, the benefits to Oregon ratepayers from 

our investments in clean energy will continue to grow in the years ahead. Thank you. 

Margie Harris, Executive Director
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 5 of 35

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. 

Energy Trust serves all of these utilities’ residential customers and most of their commercial and 

industrial customers. We offer technical and other assistance and financial incentives through nine

programs, helping customers learn about the value of clean energy investments and derive direct 

benefits from them. Five programs are managed internally and four—the residential and commercial 

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

services are provided by specialized local businesses who are part of a network of almost 1,500

trade allies from throughout the state. 

Our work is shaped by two advisory councils and is led by an independent, diverse board of 

directors whose members volunteer their time and expertise. Via contract with the Oregon Public 

Utility Commission, we comply with reporting and other requirements it establishes for our

operations, performance and achievements.

B. Mission 

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

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

C. Vision 

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

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

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

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

D. 2012 Goals1

1. Save 300 average megawatts of electricity.

2. Save 21 million annual therms of natural gas. 

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

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

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

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

 1 The 2012 goals were adopted as part of Energy Trust’s first strategic plans and reflect the term of Energy Trust’s funding 

agreement with the Oregon Public Utility Commission. In 2007, the Oregon Legislature extended the public purpose charge, Energy 

Trust’s principal funding mechanism, through 2025, and allowed utilities to seek supplemental funds for energy conservation 

programs. These funds provide additional resources for Energy Trust programs and allow it to achieve more energy savings. In

December 2010, Energy Trust’s board adopted a new strategic plan with goals for 2014. Beginning first quarter 2010, we will report 

progress toward those goals. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 6 of 35

III 2009 Results

A. General

• Since 2002, cumulatively saved 222 average megawatts of electricity and 13.1 million annual 

therms of natural gas, equivalent to 74 percent and 62 percent, respectively, of our 2012 

electric and gas saving goals. (See p. 10, Electric Efficiency Savings, for impact on these 

totals from addition of savings from self-direct projects.) 

• Cumulatively generated 99.7 average megawatts of renewable energy, approximately 66 

percent of the aggressive 2012 goal of 150 average megawatts.

• Saved Oregon utility customers $165 million in 2009. Since 2002, cumulative customer bill 

savings total $593 million. 

• Generated $32 million in wages, $5.3 million in new business income and created 750 new 

jobs2

• Through cumulative effects of these savings since 2002, generated $76 million in wages, 

$11 million in new business income and almost 2,300 new jobs. 

as a result of 2009 program activity. 

• Cumulatively improved air quality by offsetting more than 4.3 million tons of carbon dioxide 

generated by fossil fuels3

• Completed nearly 93,000 clean energy projects in 2009, a new annual record and an 

increase of 58 percent over 2008. The value of incentives paid increased by 30 percent. 

More Oregonians participated than ever before. However, spending per project was less 

than in the past, likely due to the economy.

, the equivalent of taking more than 750,000 cars off the road for 

one year.

• In 2009, saved 32.3 average megawatts of electricity at a levelized cost of 2.8 cents per 

kilowatt hour. This savings is close to the midpoint between our conservative and stretch

year-end goals4

• Saved nearly 2.9 million annual therms of natural gas at a levelized cost of 48 cents per 

therm. Gas savings achieved 90 percent of the 2009 stretch goal and exceeded 2008 results 

by 16 percent.

. Compared to 2008, annual savings declined by 6 percent likely linked to

economic conditions, which led to delay and cancellation of many commercial and industrial 

projects. 

• Electric and gas efficiency savings, averaged over three years, comfortably exceeded

Oregon Public Utility Commission performance measures, as did annual levelized life-cycle 

costs.

• Increased solar electric generation by 50 percent over 2008—an exciting outcome. Overall 

renewable energy generation for the year of 2.6 average megawatts was below 2008 levels

as the transition from utility scale projects to smaller projects was completed. Delays in 

project completion shifted 4 average megawatts of new generation into 2010.

 2 Source: ECONorthwest 2007. Economic impact numbers are in addition to what would have occurred without Energy Trust’s 

investment of public purpose funds. A new study was not done for 2009. The economic impact for 2009 is extrapolated from the 

2007 study based on the dollar volume of investment in each year. 3 Source: Northwest Power and Conservation Council, .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.

4 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. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 7 of 35

• Small-scale renewable energy generation, averaged over three years, continues to come in 

lower than OPUC performance targets and we expect to catch up, with 4 average megawatts 

projected annually over the next several years.

• Maintained low administrative costs of 6.2 percent, in full compliance with the OPUC 

performance measure of 11 percent. 

• Obtained an unqualified financial audit and strong customer satisfaction ratings, which 

satisfied additional OPUC performance requirements.

• Expanded the number of Oregon trade allies by 25 percent, helping support Oregon’s 

economy during tough times.

B. Residential efficiency programs 

• Came within 6 percent of electric stretch goals in both Existing Homes and New Homes and 

Products. New Homes and Products achieved 98 percent of its gas stretch goal, while 

Existing Homes met 83 percent of its gas stretch goal. 

• Conducted 9,100 Home Energy Reviews, a 43 percent increase over 2008. 

• Helped fund the purchase of 50,806 energy-efficient clothes washers and refrigerators. The 

volume of high-efficiency clothes washers and refrigerators sold more than doubled in 2009 

compared to 2008

• Installed energy-efficient measures such as sealed ducts, insulation, high-efficiency space 

heating equipment and energy-efficient windows in 15,490 single-family homes, 11,245

multifamily units and 1,805 manufactured homes. 

• In collaboration with the City of Portland and other organizations, launched the 500-home

Clean Energy Works Portland pilot, offering no-upfront-cost financing for set packages of 

home efficiency upgrades with pay back over 20 years on utility bills.

• Saw the share of the New Homes efficient construction market increase to 15 percent in 

2009, compared to 11 percent in 2008. 

• The number of refrigerators and freezers recycled grew by 88 percent. 

• Single-family efficiency retrofits grew 42 percent and multifamily units retrofitted increased 11 

percent compared to 2008.

• Installed solar water heating systems in 108 homes with electric hot water and 56 homes 

with gas hot water. Compared to 2008, the number of residential solar water installations in 

2009 declined by 29 percent, reflecting in part the down economy and also the increased 

demand for residential photovoltaic systems. 

C. Commercial efficiency programs 

• Saw many projects cancelled or delayed in the slow economy, impacting results. Existing 

Buildings and New Buildings both came at or just below their conservative electric savings 

goals. Existing Buildings hit midpoint between its conservative and stretch gas savings goals. 

New Buildings exceeded its gas stretch goal, a result of a few large gas projects that offered 

a unique opportunity; without these, the effect of the recession would have been much more 

apparent. 

• Installed high-efficiency measures including energy-efficient lights and efficient heating, 

ventilation and air conditioning equipment in 1,608 commercial buildings, 17 percent more 

activity than in 2008. Average incentive payment per site was approximately $6,107.

• Completed 250 efficient new commercial buildings. The number of new construction projects 

declined 9 percent from 2008, as economic conditions led to delays and cancellations. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 8 of 35

• Installed solar water heating systems in 15 businesses with gas hot water and 13 with 

electric hot water, for a total of 28 systems compared to 18 in 2008. 

D. Industrial efficiency program

• Achieved 73 percent of the program’s electric stretch goal (just below its conservative goal). 

Gas results were stronger, at 82 percent of the stretch gas goal. Completed electric energy 

saving projects at 645 manufacturing firms. 

• The nearly 70 percent growth in the number of industrial efficiency projects over 2008 is 

attributed to the small industrial initiative, which provides streamlined operations for 

agriculture and smaller industrial operations. 

• Began a NW Natural industrial pilot program at mid-year that by year-end had committed 

funds for 11 projects to install in 2010. 

E. Renewable energy programs 

• Provided incentives to help install solar electric systems in 365 homes and 116 commercial 

buildings. More than twice as many residential solar electric projects were completed in 2009

than in 2008, while commercial solar projects increased by 14 percent.

• Remained flexible and maintained commitment to completing 10 small wind systems, 3 

biopower projects, a large solar project, another large geothermal project and numerous 

commercial solar projects. Many encountered delays as a consequence of uncertainty 

around the Business Energy Tax Credit, as well as economic conditions. 

• Built a robust pipeline of projects into 2010 and beyond.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 9 of 35

IV Revenues and Expenditures 

• Received $90.8 million in Oregon public purpose revenues during 2009. 

• Spent $96.9 million (including carryover funds from prior years), investing 28 percent more

than in 2008. 

• Paid more than $53.2 million in incentives for efficiency and renewable energy projects. 

A. Revenues

Oregon public purpose revenues for 2009 were $2.1 million or 2.3 percent below budget.

 

Source Actual Revenues Received Budgeted Annual Revenues

Portland General Electric $34,511,236 $37,129,558

Pacific Power $21,335,551 $21,972,933

PGE Incremental $13,655,739 $14,078,321

Pacific Power Incremental $8,155,001 $8,521,223

Cascade Natural Gas $1,000,175 $989,233

NW Natural $11,433,840 $9,753,627

NW Natural DSM Pilot $750,000 $750,000

Total $90,841,542 $93,194,896

B. Expenditures

Electric efficiency spending was below budget by about $12.2 million for the year, or 16 percent. The 

decline resulted mainly from delay or cancellation of commercial and industrial projects due to 

economic concerns. Gas expenditures for 2009 were $2.4 million, or 12 percent, below budget.

Renewable program spending was $18.0 million below budget for the year, as projects were pushed 

into 2010 and beyond for completion. 

Type Actual Expenditures Annual Budgeted Expenditures Annual

Energy Efficiency programs $80,145,759 $93,797,241

Renewable Energy programs $13,135,514 $30,573,655

Administration $3,666,524 $4,468,927

Total $96,947,797 $128,839,823

Total 

Quarter PGE

Pacific 

Power NW Natural

Cascade 

Natural 

Gas Avista PGE

Pacific 

Power

Q1 $2,179,158 $1,144,836 $1,372,914 $125,265 $8,134 $1,778,071 $348,870 $6,957,248 

Q2 $3,830,710 $1,759,482 $2,105,995 $93,043 $5,187 $607,074 $1,342,110 $9,743,601 

Q3 $4,273,485 $3,038,442 $2,016,477 $92,284 $8,194 $914,053 $1,065,719 $11,414,354 

Q4 $10,552,296 $6,747,752 $2,980,623 $326,380 $624 $2,633,181 $1,875,280 $25,114,711 

Total $20,835,649 $12,690,512 $8,476,009 $636,972 $22,139 $5,932,379 $4,631,979 $53,229,914 

Energy Efficiency Renewable Energy

Incentives Paid 2009

Note: The total incentives column includes an additional $4,275 in incentives provided through collaborations with the City of 

Ashland and Northern Wasco County Public Utility District. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 10 of 35

V Savings and Generation

A. Electric efficiency savings

In 2009, Energy Efficiency programs saved 32.3 average megawatts, achieving 84 percent of 

Energy Trust’s 2009 stretch goal of 38.5 average megawatts. Since March 1, 2002, these programs 

have cumulatively saved 222 average megawatts. Including 20 average megawatts of savings from 

self-direct customers, Energy Trust has achieved 81 percent of its 2012 goal.

5 This is equivalent to 

powering 187,400 average Oregon homes for a year. The totals reflect the annual “true up” that 

adjusts for evaluation results, market research and other factors.6

Electric Efficiency Savings

Commercial 7.4 3.2 10.5 $24,234,351 $2.3 2.7 ¢ 

Industrial 5.1 3.9 9.0 $15,632,131 $1.7 2.7 ¢ 

Residential 7.9 4.9 12.8 $25,787,574 $2.0 3.0 ¢ 

Total Energy Efficiency programs 20.4 12.0 32.3 $65,654,056 $2.0 2.8 ¢ 

mil $ / 

aMW

Levelized 

PGE aMW Cost/kWh

Pacific 

Power 

aMW

Total 

Savings 

aMW Expenses

The 32.3 average megawatts 

were acquired at a levelized cost of 2.8 cents per kilowatt hour, approaching the stretch goal of 2.6

cents per kilowatt hour. 

Electric efficiency savings numbers include transmission and distribution savings

B. Gas efficiency savings

In 2009, efficiency programs saved 2.9 million annual therms of natural gas, or 90 percent of our 

2009 stretch goal of 3.2 million annual therms. Since gas programs began in 2003, cumulative 

savings of 13.1 million annual therms have been realized, accounting for 62 percent of the 2012 

OPUC goal of 21 million annual therms. This is equivalent to providing gas heat to about 26,000 

homes for a year. These totals reflect the annual “true up.” The 2.9 million annual therms were 

acquired at a levelized cost of 48 cents per therm, matching the 2009 stretch goal. 

Gas Efficiency Savings

Commercial 1,304,131 72,029 0 1,376,160 $5,399,336 $3.9 32 ¢ 

Industrial 184,423 47,918 0 232,341 $562,361 $2.4 23 ¢ 

Residential 1,110,632 133,234 4,275 1,248,141 $11,680,223 $9.4 69 ¢ 

Total Energy Efficiency 2,599,186 253,181 4,275 2,856,642 $17,641,920 $6.2 48 ¢ 

Levelized 

Expenses Cost/Therm

$ / 

NW Natural Therm

Cascade 

Natural 

Gas Avista

Total 

Savings 

Therms

 5 Savings from self-directed efficiency projects count toward the current goal of achieving 300 average megawatts of savings by 

2012. To date, 20 average megawatts of savings have been achieved by industrial consumers via self-directed funding. Beginning

in 2010, we will report on goals for 2014 established in Energy Trust’s new strategic plan adopted in December 2009. 

6 Uncertainty remains about savings for some larger industrial projects and will be resolved in the 2011 true-up. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 11 of 35

C. Renewable energy generation 

Total renewable energy generation of 2.6 average megawatts for the year met the conservative 

case goal.

7

Biopower 0.000 1.390 1.390 $ 1,187,364 $0.9 0.8 ¢

Open Solicitation 0.140 0.470 0.610 $ 2,789,969 $4.6 4.2 ¢

Solar Electric Program 0.380 0.240 0.620 $ 8,565,976 $13.8 13.0 ¢

Utility Scale 0.000 0.000 0.000 $ 499,162 n/a n/a

Wind Program 0.020 0.000 0.020 $ 609,347 $30.5 38.3 ¢

Total Renewable Programs 0.540 2.100 2.640 $ 13,651,818 $5.2 4.8 ¢

Renewable Energy Generation mil $ / 

aMW

Levelized 

Cost/kWh

PGE 

aMW

Pacific 

Power 

aMW

Total 

Generation 

aMW Expenses

To date, cumulative renewable energy generation totals 99.7 average megawatts, or 

66 percent of the 2012 OPUC generation goal of 150 average megawatts. 

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

D. Incremental electric efficiency funding (SB 838)

2009 was the first full year of supplemental energy efficiency funding from Pacific Power and 

Portland General Electric, authorized under SB 838. As approved by the OPUC, Pacific Power 

and Portland General Electric retained a portion of these funds for their activities in support of 

acquiring additional energy savings. Below are tables showing electric efficiency savings and 

expenses derived from public purpose revenues (SB 1149) separate from electric efficiency savings 

and expenses derived from incremental funds (SB 838), and the utilities’ portions of SB 838 

expenditures. 

SB 1149 Electric 

Efficiency Savings PGE aMW

Pacific Power 

aMW

Total 

Savings 

aMW Expenses Mil $/aMW

Commercial 5.43 2.03 7.5 $16,132,848 $2.2

Industrial 4.61 3.71 8.3 $12,181,955 $1.5

Residential 5.5 3.64 9.1 $14,746,114 $1.6

Total Electric Energy 

Efficiency programs 15.5 9.4 24.9 $43,060,917 $1.7

SB 838 Electric 

Efficiency Savings PGE aMW

Pacific Power 

aMW

Total 

Savings 

aMW Expenses Mil $/aMW

Commercial 1.9 1.1 3.1 $8,095,947 $2.6

Industrial 0.5 0.2 0.7 $3,450,176 $5.0

Residential 2.4 1.3 3.7 $11,041,460 $3.0

Total Electric Energy 

Efficiency programs 4.8 2.6 7.4 $22,587,583 $3.0

 7 The conservative goal for 2009 renewable energy generation is 2.6 average megawatts. This reflects generation associated with 

expenditures made in 2009. An additional 3.7 average megawatts of generation was committed in 2009 to come on line in 2010 and 

beyond. (2009 budget and action plan documents reflected a larger conservative goal, the “activity-based” goal, which assumes all 

the generation committed but not paid in 2009 would count toward the goal.) 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 12 of 35

SB 838 Utility Expenditures

PGE $394,554 $0.02 0.03 ¢

Pacific Power $424,676 $0.04 0.05 ¢

Total $819,230 $0.03 0.03 ¢

2009 Expenditures 2009 $Mil /aMW* 2009 Levelized Cost*

* 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 p. 27 for reports prepared by Pacific Power and Portland General Electric 

on utility activities funded through SB 838. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 13 of 35

VI 2009 Performance Measures 

Each year 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 and industrial sectors as market forces and technological advances change. 

The following minimum performance measures apply in 2009.

Electric Efficiency Performance Targets

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

rolling average 

Exceeded, with 2007-2009 average annual electric efficiency savings = 34 average 

megawatts 

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

Well within requirement, with 2009 average levelized life-cycle cost = 2.8 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 2007-2009 average annual gas efficiency savings = 2.9 million annual 

therms

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

Well within requirement, with 2009 average levelized life-cycle cost = 48 cents per annual 

therm

Renewable Resource Development Targets

• Secure at least 3 average megawatts of new renewable resources per year, computed on a 

three-year rolling average

Behind target at 2.0 average megawatts—with 4 average megawatts shifting into 2010 due 

to development delays (Energy Trust has a healthy pipeline of projects going forward and 

expects to average just over 4 average megawatts a year for the next several years)

Financial Integrity

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

Full compliance, with an unqualified financial audit opinion for 2009
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 14 of 35

Program Delivery Efficiency

• Keep administrative and program support costs8

Well within requirement, with 2009 administrative and program support costs at 6.2 percent 

of annual public purpose revenues

below 11 percent of annual revenues

Customer Satisfaction 

• Demonstrate reasonable rates of customer satisfaction with Energy Trust services

In 2009, evaluations incorporating customer satisfaction measures were completed for 

Existing Buildings, Production Efficiency and the Refrigerator Recycling initiative, with the 

following results:

Program Percent of Customers 

Benefit/Cost Ratios 

Satisfied or Very Satisfied

Refrigerator Recycling 97 percent

Existing Buildings 95 percent 

Production Efficiency 94 percent

Energy Trust recorded 21 customer complaints in 2009, and 72 since beginning operations 

in 2002

• Report benefit/cost ratios for larger conservation acquisition programs for 2009.

9

Program

Utility System Benefit-Cost 

Ratio

Societal Benefit-Cost 

Ratio

New Homes and Products 1.9 1.7

Existing Homes 1.8 1.4

Existing Buildings 3.4 1.8

New Buildings 2.6 2.2

Production Efficiency 3.1 1.8

NW Energy Efficiency Alliance 9.0 3.0

 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. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 15 of 35

VII Projects Completed 

Total Electric-only Gas-only Both

ENERGY EFFICIENCY

Commercial projects

Existing buildings retrofitted 1,608 1,206 267 135

Efficient new buildings constructed 250 147 60 43

Solar water heating commercial installations 28 13 15 0

Subtotal Commercial 1,886 1,366 342 178

Industrial projects 645 618 20 7

Subtotal Industrial 645 618 20 7

Residential projects

ENERGY STAR new homes constructed 862 266 106 490

ENERGY STAR new homes enhanced 85 10 68 7

Efficient new manufactured homes purchased 209 183 15 11

Home Energy Reviews conducted 9,100 2,112 322 6,666

Single-family homes retrofitted 15,490 3,828 11,597 65

Manufactured homes retrofitted 1,805 1,671 54 80

Multifamily units retrofitted 11,245 9,642 315 1,288

New multifamily units enhanced 171 147 9 15

Residential solar water heating installations 164 108 56 0

ENERGY STAR appliance rebates 50,806 38,398 1,171 11,237

Subtotal Residential 89,937 56,365 13,713 19,859

TOTAL EFFICIENCY 92,468 58,349 14,075 20,044

RENEWABLE ENERGY INSTALLATIONS

Biopower project installations 1 1 0 0

Open solicitation project installations 6 6 0 0

Solar electric residential installations 365 365 0 0

Solar electric commercial installations 116 116 0 0

Wind project installations 7 7 0 0

TOTAL RENEWABLES 495 495 0 0

TOTAL EFFICIENCY & RENEWABLES 92,963 58,844 14,075 20,044

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 655,913 CFL packages sold/provided nor 14,945 old refrigerators/freezers recycled in 2009. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 16 of 35

Appendix 

2002-2009 Progress towards 2012 Goals

81% 62% 66%

21 Million 150 aMW

Therms

300 aMW

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMW

Goal
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 17 of 35

Energy Efficiency Program Descriptions 

Existing Homes. Residential utility customers can take advantage of energy-saving 

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

from insulation and duct sealing to energy-efficient electric, gas and solar water heaters, furnaces 

and heat pumps. Other offerings include Home Performance with ENERGY STAR®, a diagnostic 

assessment conducted by Building Performance Institute-certified contractors, as well as energy 

efficiency improvements targeting multifamily and manufactured home dwellings. The program also 

offers the web-based Home Energy Analyzer for residential customers. The program started in 

March 2003 and is implemented by Conservation Services Group.

New Homes and Products. The program’s new homes track seeks to expand the market share of 

energy-efficient homes in Oregon by creating homebuyer demand for them and supporting 

contractors who build them. It uses a new tool called the “Energy Performance Score,” which 

provides information for a house similar to a miles-per-gallon rating for a car. The program provides 

builders with incentives that are tiered to increasing efficiency levels, as well as performance testing 

incentives and training, and marketing support. The program also encourages the sale of energyefficient manufactured homes by local retailers. The products track offers cash incentives for 

purchase of ENERGY STAR qualified clothes washers, refrigerators and lighting, and for the 

recycling of old refrigerators and freezers. It also promotes the "Change a Light, Change the World" 

CFL fundraiser for schools and nonprofits. The program began in April 2004 and is implemented by 

Portland Energy Conservation, Inc.

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, motors, controls, boilers, solar water heating, 

foodservice equipment and insulation as well as customized solutions. Services include energy 

surveys and technical analysis, contractor referrals, project facilitation and post-installation 

assistance. The program began in February 2003 and is currently implemented by Lockheed Martin 

Services, Inc.

New Buildings. Financial incentives for high-efficiency electric and gas equipment, energy 

modeling, design assistance and commissioning help customers maximize efficiency of commercial 

and industrial new construction projects, major renovations and additions to existing buildings. 

Program participants can leverage incentives from four distinct program tracks including: Custom 

Track, Standard Track, LEED-NC Track, LEED-CS Track and ENERGY STAR Track. The program 

was launched in October 2003 and is currently implemented by Portland Energy Conservation, Inc.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

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

efficiency of manufacturing, water and wastewater treatment and agricultural facilities and 

processes. Measures include energy-efficient pumps, fans, refrigeration, controls, compressed air 

systems, HVAC, boilers, lighting and material transport. Incentives support electric efficiency 

improvements in all sizes and types of industrial and agricultural facilities, while natural gas 

measures are available only to those sites that take gas under eligible rate schedules. Facilities that 

purchase natural gas from a non-utility third party are not eligible for gas incentives. The program 

launched in May 2003 and is managed internally.

Northwest Energy Efficiency Alliance. Energy Trust efficiency programs benefit from the market 

transformation work of the Northwest Energy Efficiency Alliance. Margie Harris, Energy Trust’s 

executive director, was elected in October to serve as vice president of the Alliance board of 

directors, beginning January 2010. The Alliance influences regional energy-efficient design and 

purchasing practices by providing strategic support, training and demonstrations for businesses to 

change business practices, by coordinating regional marketing activity, by marketing “upstream” to 

manufacturers, wholesalers, service suppliers and chain stores, and by testing and demonstrating 

emerging technologies. The Alliance is funded by Bonneville Power Administration, Energy Trust 

and regional utilities.

Renewable Energy Program Descriptions

Solar Electric. This program provides cash incentives, quality assurance, industry support and 

referrals to qualified solar contractors to help homeowners and businesses generate on-site,

pollution-free power from the sun.

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

energy projects using commercial technologies, such as hydropower and geothermal electric, that 

are not eligible for incentives through Energy Trust’s other renewable energy programs. It also helps 

provide experience in renewable energy sectors that may in the future merit their own programs.

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

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

wastes. Eligible fuels include biogas from sewage treatment facilities, food processing and dairies; 

solid organic fuels from wood, forest and field residues; landfill gas; and dedicated energy crops 

available on a renewable basis.

Wind. The Wind program’s four ongoing elements include: 1) cash incentives and industry support 

for on-site use; 2) funding support for local projects in clusters up to 20 megawatts that deliver power 

to the grid; 3) resource assessment through anemometer equipment incentives to help landowners 

determine whether sites have sufficient wind generation potential; and 4) co-funding for specific 

feasibility studies and project technical analyses. A fifth element, support for utility scale wind 

projects, ended with completion in 2008 of the 94 megawatt Goodnoe Hills project.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

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2009 Energy Trust of Oregon Board of Directors

PRESIDENT - John Reynolds, FAIA, is 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 served as Vice President from 2005-2007, and was re-elected President in 2009.

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 re-elected to a new three-year 

term in 2009; and was re-elected as Vice President in 2009.

SECRETARY - Debbie Kitchin is the co-owner of InterWorks, L.L.C., 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 as Secretary 

in 2009.

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 socially responsible policies and programs in 

Rejuvenation's Portland operations, including supply chain, manufacturing, distribution and 

fulfillment. John was re-elected as Treasurer in 2009.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

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

passionate about energy conservation and alternative energy, and is currently involved in building an 

advanced waste vegetable oil biodiesel production facility in Central Point, Oregon. His previous 

experience includes working for General Electric in the 1970s and ’80s, during which he designed a 

simple hybrid automobile and designed and built an energy-efficient home with integral passive and 

active solar capabilities. Dan was appointed to the board for a three-year term beginning December 

12, 2009.

Jason Eisdorfer recently became the 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 and 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 B.A. from the University 

of Chicago. Jason was re-elected to a new three-year term in 2009.

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 manager of the local government and communities program of the Climate 

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

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

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

public service as a Klamath County Commissioner, 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. Julie was re-elected to a new three-year term in 

2009.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

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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.

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.

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 facility for 

adolescent offenders. Caddy brings private, nonprofit and economic development experience, years 

of community service and a South Coast perspective to her service to Energy Trust. Caddy was reelected to a new three-year term in 2009.

ex-officio

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

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

of the Oregon Department of Energy for the previous decade. He was administrator of the 

department's policy and planning division from 1987-1993. He received a masters degree in natural 

resource economics from Oregon State University in 1979 and a bachelor of science degree from 

OSU in 1975. 
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 22 of 35

Oregon Department of Energy Special Board Advisor

Mark Long is the executive director of the Oregon Department of Energy. Over the last 20 years, 

Mark has held a variety of positions in state service. Immediately prior to his appointment to the 

Oregon Department of Energy, he led the Oregon Building Codes Division, which is part of the 

Department of Consumer and Business Services, Oregon’s largest business regulatory agency. 

In that position, he led the governor’s efforts to increase energy efficiency and integrate 

renewable energy and sustainable technologies into existing and new buildings. He also led the 

creation of the nation’s first statewide electronic permitting system to improve customer access 

to government services at both the state and local level and initiated a number of green building 

efforts, from the use of solar power and grey water reuse, to electric vehicle infrastructure. He 

also worked at the Department of Administrative Services, where he led the state’s regulatory 

streamlining efforts. Mark was appointed as Oregon Department of Energy Special Board Advisor in 

November 2009.

Betty Merrill was the assistant director for conservation at the Oregon Department of Energy until 

November 2009. Betty resigned in November 2009. Mark Long was named to replace Betty in 

November 2009.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 23 of 35

Board Development Guidelines

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 current board includes voting members with 

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

government and higher education. Members come from Coos Bay, Bend, Eugene, Medford and the 

Portland area. Of the voting members, three are women and 10 are 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, 

Oregon Department of Energy director, occupies this “special advisor” position. 

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

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

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

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

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

All regular board members complete and sign conflict of interest forms each year. The OPUC exofficio board member and the special advisor from 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.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 24 of 35

2009 Advisory Council Members and Meetings 

Conservation Advisory Council

2009 Meeting Dates

 

Jim Abrahamson, Cascade Natural Gas

Brent Barclay, Bonneville Power Administration

Jess Bissonnette, Fair and Clean Energy

Paul Case, Oregon Remodelers Association

Suzanne Dillard, 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, Oregon Public Utility Commission

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

CAC Major Discussion Topics

January 21 2009 program incentive updates (Existing Homes and Mobile Homes); potential 

Home Electronics program; Energy Trust redesign exercise

February 18 2008 results; 2009 program incentive updates (Existing Homes, cooperative 

marketing); Residential Consumer Awareness Study results; City of Portland onbill financing pilot 

March 11 2009 program incentive updates (Existing Homes, cooperative marketing); Home 

Energy Review customer interface enhancement and Energy Trust Redesign 

effort

April 15 2009 program incentive updates (Production Efficiency); Portland Clean Energy 

Works Investment Fund pilot update; Home Energy Review customer interface 

enhancement and Energy Trust Redesign effort

May 20 2009 program incentive updates (New Buildings); Existing Homes Moderate 

Income program design; evaluation report on Blue Line energy monitor

August 12 Path to Net Zero pilot incentives; Savings Within Reach initiative; furnace market 

transformation; draft Energy Trust Strategic Plan for 2010-2014; evaluations 

(New Buildings and Existing Buildings evaluation highlights; billing analysis 

summaries for steam traps and tankless gas water heaters)

October 14 2010 budget preview; furnace market transformation; Home Energy Solutions 

strategies for 2010 

November 18 2010 meeting schedule; 2010-2011 budget recap; M&V incentive structure: New 

Buildings program; recent evaluations and survey results (Existing Buildings, 

Production Efficiency, customer awareness); updates on free rider and 

realization rates
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 25 of 35

Renewable Energy Advisory Council

2009 Meeting Dates

Kyle Davis, 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, Oregon Public Utility Commission

Suzanne Leta Liou, Renewable Northwest Project

Debra Malin, Bonneville Power Association

Alan Meyer, Energy Trust Board of Directors & Weyerhaeuser

Robin Straughn, 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

RAC Major Discussion Topics 

February 18 Telemetry for projects under 10 megawatts; Douglas County Landfill Biopower;

hydropower resource assessment

March 11 OIT Geothermal Project; federal and state stimulus money; changes to Open 

Solicitation program

April 15 Budget impacts related to funding large scale solar projects; update on 

stimulus funding 

May 20 Program updates; legislative updates; Energy Trust redesign briefing

August 12 Draft strategic plan; Solarize Portland; Patu Community Wind Project;

legislative wrap-up

October 14 Program updates and themes for 2010 action plans; 2010 budget proposal

November 18 Wave energy update; solar budget update; Strategic Plan comments; effect of 

changes in QF rates on above market cost projections
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 26 of 35

2009 Call Volumes

Energy Trust’s call center received 45,127 calls in 2009, a 24 percent increase over the 36,449 calls 

in 2008. 

2009 Website Visits

Energy Trust’s website, www.energytrust.org, received 486,948 visits in 2009, a 17 percent 

increase over the 416,943 website visits in 2008.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 27 of 35

2009 Utility Activities Supported by SB 838-authorized Funding

Per agreement with 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. 

• Attended and led Pacific Power’s participation in Portland’s Clean Energy Fund (on-bill 

financing) pilot kick off and planning meetings.

PACIFIC POWER 

General

• Met with ETO Director of Operations and Pacific Power Klamath Falls Regional Community 

Manger to discuss increased energy efficiency outreach in the Klamath Basin area.

• Participated in Portland Mayor Sam Adam’s countywide meeting to discuss potential ways 

for American Recovery and Reinvestment Act (ARRA) recipients to collaborate on federal 

stimulus dollars geared toward energy efficiency.

• Pacific Power’s Energy Trust liaison met with other Pacific Power and PGE staff at Energy 

Trust to discuss American Recovery and Reinvestment Act (ARRA) funding and potential 

impacts to available incentives. Also discussed were potential project that may result from 

the stimulus.

• Pacific Power’s Energy Trust liaison met with Energy Trust’s Eastern Oregon Outreach 

Coordinator to discuss outreach opportunities for Pendleton and Wallowa County.

• Pacific Power’s Energy Trust liaison participated in the SB 838 process evaluation interview 

sponsored by Energy Trust.

• Pacific Power’s Energy Trust liaison continued to attend and lead Pacific Power’s 

participation in several ARRA competitive EECBG grant applications and 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).

Commercial 

• Facilitated ETO presence for an interview on KOBI TV in Medford. Sponsored by the Heart 

of Medford business association, the on-air interview with ETO and Pacific Power’s Southern

Oregon Regional Community Manager focused on helping local businesses become more 

energy efficient. 

• Facilitated ETO presence at the Grants Pass Rotary Club meeting. Presentations at the 

Rotary Club by ETO and Pacific Power’s Southern Oregon Regional Community Manager 

focused on helping local businesses become more energy efficient.

• Facilitated Pacific Power presence ETO’s information sessions “Grant-Writing Workshops for 

USDA Rural Energy for America Grants” in Medford, Redmond and Albany, Oregon.

• Met with ETO, Pacific Power’s Willamette Valley Regional Community Manager, and the 

Dari-Mart General Manager to discuss 17 new energy efficiency projects for Dari-Mart 

convenience stores throughout Willamette Valley. Also discussed energy efficiency outreach 

opportunities for ETO and Pacific Power with rural grocers.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 28 of 35

• Facilitated an all-day training session for all Pacific Power Account Managers and Regional 

Community Managers focusing on energy efficiency for commercial and small industrial 

customers. Presenters were ETO, ETO PDCs, ODOE, USDA and OMEP. The day included 

in-depth presentations on available programs. Topics included: ETO’s industrial program 

overview; energy efficiency basics for industrial customers; Kaizen Blitz pilot; Industrial 

Energy Improvement pilot; energy efficiency lighting basics; Oregon Manufacturing 

Extension Partnership overview; Lean Energy Value Stream Mapping; energy efficiency 

basics for commercial customers; a sample commercial energy audit tour of the Kennedy 

School; Rural Energy for America grants and loan guarantees Program (REAP); Oregon's 

Small Scale Energy Loan Program (SELP); Oregon's business energy tax credit (BETC) and 

BETC pass through options; and, NEEA’s energy efficiency training opportunities for 

commercial and industrial customers.

• Oregon midsize business customers received a letter highlighting business-targeted 

programs and services: Pacific Power’s new online Business Solutions Toolkit, energy 

efficiency programs and the Business Solutions team. A set of phone/computer stickers 

featuring the Business Solutions toll-free number and business Web page was also included.

• Pacific Power’s Energy Trust liaison participated on a panel at the annual Oregon Main 

Street conference on energy efficiency opportunities for Pacific Power communities.

• Pacific Power’s Energy Trust liaison participated on a panel at the Columbia Corridor 

Association on energy efficiency opportunities for Pacific Power customers.

• Pacific Power’s Energy Trust liaison met with Cannon Beach’s sustainability team to discuss 

energy efficiency opportunities for residents including brainstorming ideas for a commercial 

district energy efficiency challenge.

• Pacific Power’s Energy Trust liaison coordinated with Pacific Power Economic Development 

Manager and the Clackamas County Main Street program coordinator on energy efficiency 

ideas to borrow and implement throughout Pacific Power’s Oregon Main Street participants.

• Pacific Power’s Energy Trust liaison staffed a Pacific Power booth at the annual League of 

Oregon Cities meeting in Portland. Information was provided on Energy Trust opportunities 

for government facilities.

• Pacific Power’s Energy Trust liaison delivered the second series of three small to mid-size 

commercial energy efficiency conferences in Pendleton, Albany and Seaside, Oregon. 

Pacific Power collaborated with Energy Trust, Oregon Department of Energy, USDA, 

Business Oregon and Northwest Energy Efficiency Institute, who were tasked with providing 

material and delivering the breakout session presentations. The agendas include: 

o Breakfast

o General Session

o First Breakout series (customers selected one)

1. Commercial Buildings

2. Multifamily Properties

3. Tax Credits, Loans and Grants

o Second Breakout series (customers selected one)

1. Restaurant / Hospitality

2. Production Efficiency

3. Tax Credits, Loans and Grants
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 29 of 35

On the whole, the participant feedback was excellent! Results from over 220 surveys:

o Email played the most significant factor in getting the word out about the breakfasts, 

and mailed invitations were a valuable tool as well. Interestingly, 8.1% of participants 

said they heard about the event through a “referral”, indicating that emails and 

invitations were likely reviewed and then forwarded to another interested customer 

there by increasing the impression rate.

o Most customers (81.5%) attended to learn about energy efficiency, while 32.0% 

indicated they were also interested in professional growth and development. This 

underscores that customers are definitely interested in energy efficiency, want to 

know how to reduce energy bills, as well see energy efficiency as a way to “go 

green”.

o Most customers (99.5%) were satisfied or very satisfied with the new online 

registration process, 65.4% of those were very satisfied.

o Most customers (95.1%) were satisfied or very satisfied with the materials provided 

at the conference, however only 34.1% were very satisfied. Comments from 

attendees indicate they would have appreciated having print outs of the 

presentations in addition to the material provided in the folders.

o Nearly all customers (99.5%) were satisfied or very satisfied with the 

speakers/presenters at the conference, with 38.7% being very satisfied. While this is 

still an excellent review, some of those who only marked “satisfied” may have done 

so due to time constraints in the breakout sessions and perceived limited availability 

in answering all questions.

o Nearly all customers (94.9%) thought the length of the conference was “just right” 

while 5.1% indicated it was “too short”. Again, this shows customers are interested in

the topics provided and want to be able to participate/learn more.

o At future events, customers indicated they would like to see more case studies and 

hands-on opportunities, such as total process overview and project management: 

audit > paperwork > project start > completion > closing paperwork. They would also 

like more information on renewable energy options.

o Customers liked the speakers, content, and the concise timing of the event. 

Additionally, they appreciated the breakout format because it kept them interested 

and engaged.

o Customer feedback on items that can be improved were mostly logistical in nature. 

Some of the conference rooms were a little too tight and/or too warm. However, the 

most interesting thing customers frequently mentioned as an improvement is the 

opportunity to attend more sessions or making the whole conference longer so they 

can participate/learn more.

Outreach for all six of the Energy Savings Answers breakfasts included:

o Email campaign to over 3,900 commercial emails, including those registered through 

Pacific Power’s website, emails provided by or delivered by local chambers of 

commerce, emails delivered by local economic development boards, and emails 

obtained through the public domain.

o Mailed over 4,600 invitations to all small- to mid-size commercial customers.

o Called nearly 1,000 small- to mid-size commercial customers utilizing Portland 

customer call center resources.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 30 of 35

o Other outreach activities included flyers handed out by the regional community 

managers at their regular meetings (economic development councils, boards, 

rotaries, etc). Additionally, USDA field representatives handed out flyers at their 

regional functions.

Industrial 

• Met with ETO’s Industrial Sector Manager and Pacific Power’s Economic Development 

Manager about the Oregon Manufacturing Extension Partnership and possible connections 

with Energy Trust programs and pilots.

• Pacific Power’s Energy Trust liaison provided support for Pacific Power’s regional customer 

conferences in Medford, Bend and Albany, Oregon. The conferences are targeted to 

industrial customers and community leaders. The focus of the conference was on company 

updates, legislative activities impacting the electric utility industry and a focus on the need for 

increased energy efficiency.

Residential

• Worked on customer reported power quality issues after residential heat pump installations. 

New verbiage will be added to future heat pump promotional material to make sure 

customers call to verify that their transformer is adequately sized to avoid any flicker issues 

that occur on motor start up. 

• Pacific Power’s Energy Trust liaison began conversations with Energy Trust to bring a time 

modified version of the Home Energy IQ training sessions to 14 areas throughout Pacific 

Power’s Oregon service area before the end of the year. The target locations are Astoria, 

Lincoln City, Coos Bay, Medford, Grants Pass, Roseburg, Cottage Grove, Albany, Portland, 

Hood River, Bend, Klamath Falls, Pendleton and Enterprise.

• About 920 Oregon residential customers who have Web accounts received an e-mail about 

Energy Trust's Home Energy Makeover Contest on April 6. This went to customers who have 

opted-in to receive company communications.

• The new customer awareness campaign, launching the Let's turn the answers on tagline and 

focusing on energy efficiency and safety, continued this quarter via TV, print and radio. 

Pacific Power customers will be reached from Portland, Medford, Bend, and Eugene 

demographic marketing areas.

• Additional co-branded energy efficiency TV, radio and print communications ran in Medford 

and Bend.

• Pacific Power’s Energy Trust liaison attended the EEAST (Energy Efficiency and Sustainable 

Technology) Stakeholders kick off meeting. 

• Pacific Power’s Energy Trust liaison attended Coos County Energy Group with over 100 

local residents. The group was formed after the Coos County Commissioner attended Pacific 

Power’s June Energy Savings Answers breakfast in Grants Pass and wanted to bring the 

same message out to Coos County residents.

• Pacific Power’s Energy Trust liaison met with the Coos County Commissioner on energy 

efficiency opportunities for or residents.

• Pacific Power’s Energy Trust liaison facilitated Pacific Power successful execution of an onbill financing agreement with the City of Portland and ShoreBank Cascadia. The agreement 

is a part of the Clean Energy Works Program and outlines how Pacific Power, the City of 

Portland and ShoreBank Cascadia enroll Pacific Power customers, share customer data, 

collect and remit on-bill loan payments, and provide outreach to engage customers.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 31 of 35

• Pacific Power’s Energy Trust liaison collaborated with the 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), in applying for 

direct and sub- Energy Efficiency and Conservation Block Grant funds available through 

ARRA. All districts have indicated they would like to take part in Pacific Power’s on-bill 

financing mechanism for energy efficiency retrofits. Hood River County is planning on doing 

loan repayments via the tax bill, but would still like to keep the on-bill financing option open 

with Pacific Power. 

• Throughout October, November and December, Pacific Power’s Energy Trust liaison and 

Energy Trust delivered 15 Home Energy IQ workshops in Cottage Grove, Albany (2), 

Portland, Bend, Klamath Falls, Hood River, Pendleton, Enterprise, Medford, Grants Pass, 

Roseburg, Coos Bay, Lincoln City and Warrenton, Oregon. The workshops were developed 

to help residential customers develop a deeper understanding of home-energy use, the 

effects of appliances and systems on energy bills and how changing simple behaviors can 

reduce energy consumptions and carbon footprint. Outreach was done through localized 

emails and notices on both the Pacific Power and Energy Trust websites. Approximately 300 

customers registered to attend.

PGE continued working to build awareness of and interest in Energy Trust programs through SB838 

funds. The Energy Trust’s 2009 Oregon Residential Awareness Study showed awareness of Energy 

Trust programs at 47%, up 11% from the previous year.

PORTLAND GENERAL ELECTRIC ENERGY EFFICIENCY ACTIVITIES 2009

General

10

 10 Final report 2009 Oregon Residential Awareness and Perception Study, Funded by: Energy Trust of Oregon, Submitted to: 

Energy Trust of Oregon , Prepared by: Research into Action, 11/2009

 Utility bill inserts or other direct utility 

promotional campaigns were the top source of awareness. On the business side, we have no 

similar Energy Trust study to refer to. We do have PGE business studies conducted in the fall of 

2008 and 2009, included in the work papers. These studies show over 60% of business customers 

are aware of Energy Trust role and its programs. 

PGE participated in Energy Trust planning meetings and Conservation Advisory Council meetings. 

PGE also supported the Northwest Energy Efficiency Task Force Workgroup 4 and its work in 

researching effective market outreach programs. 

Commercial and Industrial

PGE promotes energy efficiency to business customers through its mass market newsletters. These 

efforts are not paid for with SB838 funding, but PGE seeks to use these channels in coordination 

with SB838 activities. PGE sent the “Energize” Newsletter quarterly to approximately 82,500 

customers in 2009 and mentioned Energy Trust 22 times. PGE sent the “Business Connections” 

email newsletter to approximately 4400 customers quarterly and mentioned the Energy Trust 16 

times. “Power Report,” sent to Key Customers (some of whom are over 1MWa and so do not qualify 

for SB838 funds), mentioned Energy Trust programs in 4 of 5 newsletters.

In addition, PGE used SB838 funds on three different approaches to promoting Energy Trust 

programs to business customers:
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 32 of 35

1. Customized Segmented Education & Information (March-July 2009)

PGE’s Business Direct Mail Campaign of 2009 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 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 

39 have been referred to Energy Trust as qualified leads.

2. Mass Market Campaign September-December 2009

The Save More, Matter MoreTM Campaign in 2008 and 2009 reached out to all of PGE’s 

business customers, asking them to make a public commitment to do an energy efficiency 

project between September of the current and August of the following year. Customers could 

look at pledges of other participating businesses on the PGE web site. 

In reviewing the campaign for repeat in 2009, PGE sought to improve several areas: 

• The most frequent obstacle customers encountered was identifying energy saving 

projects so the campaign materials had some suggested pledges and offered energy 

efficiency consultations to all pledging companies Business customers could sign up for 

energy efficiency consultations through PGE’s website.

• Energy Trust had added an intake form to its process, and PGE added this to the Save 

More, Matter MoreTM Web site.

• To encourage more projects likely to go to Energy Trust, the campaign encouraged 

customers to pledge capital projects. 

• A “spot the sticker” campaign encouraged residential customers to look for Save More, 

Matter MoreTM stickers on participating businesses, driving home the business benefit of 

participation.

173 customers made a pledge during the campaign. PGE performed energy consultations for 67 

customers and sent 17qualified leads to Energy Trust to date from among campaign pledgers. A 

survey of all business customers conducted in the fall of 2009 showed 15% awareness of the 

campaign. PGE will do another survey of pledgers and is seeking to survey companies that 

pledged in 2008 and not 2009 to understand the lower pledge rate. 

3. Personal & Face-to-Face Communication 

PGE has had a dedicated outreach position in place since June 2008. This position has been 

shared by two people, Verlea Briggs as primary and Paula Conway as back-up. 

The outreach position has served to make presentations at Chamber events and take contacts 

made from these or from PGE marketing efforts and facilitate their development into qualified 

leads for the Energy Trust. Leads were generated from the following activities:
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 33 of 35

• Chamber presentations

• Outbound customer calls 

• Customer email access (energy.consultation@pgn.com.)

• Response to business marketing.

• Business partnerships (i.e. City of Portland BEST program)

• Customer follow-up after CTS 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 2009, the Outreach position had the following results:

• 1326 face to face presentations to business customers

• 223 qualified project leads sent to Energy Trust programs. 

At Energy Trust request, PGE and the Energy Trust jointly conducted an Outreach Breakfast on 

November 11, 2009 in Salem, Oregon. Energy Trust invited previous program participants to the 

event. PGE invited other of its Salem-area customers to the event. Margie Harris from Energy 

Trust and Carol Dillin from PGE both spoke at the event; Margie about Energy Trust 

opportunities, and Carol about the importance of Energy Efficiency in PGE’s IRP. This outreach 

breakfast was popular with customers and will be the model for future efforts. 

Residential

PGE has worked to drive awareness levels and participation for Energy Trust programs. Results 

from Energy Trust’s Oregon Residential Awareness Study 200911

• Unaided awareness for Energy Trust of Oregon went up by 11% to 47% for PGE customers 

from 2008 to 2009. 

indicate the following:

• Participation by PGE customers in residential Energy Trust programs is higher than by any 

other electric utility provider benchmarked in the study. PGE’s customers participation is 11% 

compared to PacifiCorp’s participation rates of 5%. 

• The most common way that participants learned first about Energy Trust and energy 

efficiency programs was through utility - bill inserts, direct mail, website, or through direct 

contact with utility representatives. 

PGE used its mass market channels to promote energy efficiency and Energy Trust programs 

throughout the year. The following stories and promotions were published in PGE mainstream 

marketing channels in 2009, that is, they were not paid for with Schedule 110 funds. Update reaches 

approximately 685,000 residential customer households along with the monthly energy bill. 

 11 Final Report 2009 Oregon Residential Awareness and Perception Study, Funded by: Energy Trust of Oregon, Submitted to: 

Energy Trust of Oregon, Prepared by: Research Into Action, 11/2009.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 34 of 35

Update Residential Newsletter

Month Promotion/Story

Jan PGE/ETO Marathon water heater - flat fee install promotion

Feb Umpqua Bank/Energy Trust - energy efficiency loans article

Mar Household appliance - general energy efficiency tips 

Apr PGE/ETO Introduction of refrigerator recycling to PGE customer households

May PGE/Energy Trust Heat pump sweepstakes

Jun Energy Trust Home Energy Analyzer story

Jul Windows purchasing guide

Aug George Morlan special price/shipment showerhead promotion

Sep Rejuvenation lighting sweepstakes in support of GU24 technology

Oct PGE/ETO Heat Pump Sweepstakes 

Nov High Bill Help - EE-tips 

Dec Reporting results on lighting sweepstakes & showerhead promotion

In 2009, electronic marketing channels have been introduced to deliver additional EE-information 

and promotions to residential customers. The marketing plan for the electronic channels is 

developed in addition to (and separate from) residential electronic mainstream communication 

channels. Electronic channels include Home Connections (80,000 readers) and PGE’s website 

(3,000-10,000 visits per day). 

E-channels communications overview 2009

Viewer impressions Open Participate

Month Promotion

Enewsletter WebRead 

Article

Opened 

Link Sign-ups

Mar

Roto-Rooter - Marathon 

sweepstakes 76k 316k 1.8k 1.7k 1.2k

Apr

Fisher&Paykel - Washer and 

dryer sweepstakes 78k 280k .8k 3k 2.1k

Jun

George Morlan - Marathon 

sweepstakes 84k 313k 1k 1.7k 1.2k

Jul

Mini-split heat pump 

sweepstakes 85k 329k 1.4k 3.1k 2.2k

Aug

ENERGY STAR refrigerator

+ recycling 88k 298k 2k 3.8k 2.3k

Sep

Rejuvenation lighting 

sweepstakes 90k 302k 1k 4k 2.6k

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

market channels with the following promotions.

• Promoted flat fee installation of energy-efficient Marathon water heaters through Roto-Rooter 

in January, 2009. Energy Trust offered instant incentives on the product during the 

promotional period. More than 200 water heaters were sold. 

• PGE’s refrigerator recycling promotion efforts in April 2009 resulted in a 115% increase in 

the two months following the promotion. Utility bill inserts were the #1 source of awareness 

of the program. In November, PGE again promoted the refrigerator recycling program with a 

bill insert; participation again increased substantially, and in December 76% of all 

participants were PGE customers.
2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 35 of 35

• PGE promoted energy efficient high performance showerheads in collaboration with George 

Morlan Plumbing and Energy Trust in August. The promotion yielded more than 6,200 

shower head sales during the promotional period, a higher number of showerheads than any 

other Energy Trust activity. Energy Trust performed a kwh savings analysis and credited the 

promotion with over 800,000 kwh saved. Because qualifying showerheads are not widely 

available in PGE’s service territory, PGE and Energy Trust are working on expanding 

showerhead installations and promotions in 2010.

• At the request of CSG, Energy Trust’s residential PMC, in late November PGE sent a direct 

mail to 5000 residential customers with electric heat promoting an “Act Now!” $100 bonus 

for customers taking 2 or more qualifying energy efficiency measures by December 31. 112 

PGE customers participated by the deadline, over a 2% response rate (1% is considered 

good for direct mail).

• Delivered energy efficiency messaging and information to attendees at 14 events in 2009: 

Oregon Facilities Sustainable Expo, Maintenance Fair – Property Manager Show, NW 

Foodservices Show, Oregon Better Living Show, SAIF Corp Green Fair, Bancorp Tower EE 

Fair, Bureau of Land Management Earth Day event, Lake Oswego Farmer’s Market, 

Hillsboro Community Office Energy Fair, Providence Energy Fair, SPECTRUM - Property 

Manager Show and Gresham Community Office Energy Fair.