851 SW Sixth Ave , #1200 Portland, OR 97204 1.866.368.7878 503.546.6862 fax energytrust.org 

# Energy Trust of Oregon 2009 Annual Report

April 15, 20102009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 2 of 35 

## Table of Contents Page

I F rom the Executive Director 3

II Background, Mission and Goals 5

III 200 9 Results 6

IV Revenues and Expendit ures 9

V Savings and Generation 10

VI 200 9 Performance Measures 1 3

VII Projects Completed 1 5



## Appendix

2002

- 200 9 Progress toward 2012 Goals 1 6

Energy Efficiency Progr am Descriptions 1 7

Renewable Energy P rogram Descriptions 1 8

200 9 Energy T rust Board of Directors 19

Boar d Development Guideline s 2 3

200 9 Advisory Co uncil Members and Meetings 2 4

200 9 Call Volumes and Web Visits 2 6

Reports prepared by Electric Utilit ies on their Activities 2 7 Supported by SB 838

- authorized Funding

Energy Trust of Oregon 2009 Audited Financial Statement2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 3 of 35 

## I From the Executive Director : 2009 Highlight s

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 focus ed on internal efficiency gains and restructuring to meet growing expectations and highlight service to customer s . Broad support for our work resulted in new funding, strengthening the linkag e between how utilit ies 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 Oreg on. This translated into greater a wareness 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 con tinues 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 gr owing
network of almost 1,50 0 t rade ally contractors used Energy Trust incentives to leverage their
businesses and sell more products and services . We estimate that our program s helped create more than 750 jobs in 2009, roughly 150 more than in 2008, resul ting 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.

In novat ion 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 T echnology (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 progr am also provides training for a broader and more diverse workforce, helping build the future infrastructure needed to weatherize more homes.

A nother successful innovation is a highly replicable solar energy strategy Energy Trust supported through SE Uplif t, a Portland neighborhood coalition

. Solarize Southeast led to 120 solar electric systems being installed (3 48 kilowatts of new capacity) starting in 2009 and continuing into early
2010. This magical combination of community meetings, system savings throu gh bulk purchases
and limited

- time offers broke all record s 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 pleas ed to begin new services for NW Natural customers in 2009. I ndustrial 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.

20 09 also marks completion of the first LEED ® platinum certified indoor solar heated pool in the country. Additionally, o ur first geothermal generation project with the Oregon Institute of Technology
was funded

, and we provided incentives for the first urba n wind turbines atop 12 West, a downtown high

- rise building. T he Energy Performance Score approach to providing energy and carbon usage information to buyers of new homes was also tested, one of the fi rst of its kind in the nation.

Knowing how hard

- hit th e 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 m ore than $9.8 million in incentives for more than a thousand Oregon school projects through out the state

, helping schools reduce current and future operating costs

. During the 2008

- 2009 school year, LivingWise energy efficiency curriculum kits were distrib uted to 27

, 000 students in more than 700
Or egon 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

.

N ew 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.
I nvestments in emerging technologies will lead our transition from savings acquired through compact
fl uo rescent 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 collab orative
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 gr ow in the years ahead. Thank you.

Margie Harris, Executive Director2009 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 effici ency 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 Trus t serves all of these utilities’ residential customer s 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. F ive 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, 5 00
trade allies from throughout the state.

Our work is shaped by two advisory councils and is led by a n independent, diverse board of
directors who se members volunteer their time and expertise. Via contract with the Oregon Public Utility Commission, we com ply with reporting and other requirements it establish es 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 resour ces that save dollars and protect the environment.”

C. Vision Imagine meeting the future energy needs of Oregonians in a way that lowers energy cost s , adds comfort to homes, strengthens our economy and leaves our environment healthier for generations t o come. This will happen when we choose to use energy more efficiently and develop renewable energy resources. The people at Energy Trust are committed to this future.

D. 2012 Goals 1

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 plan s 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 p rograms and allow it to achieve more energy savings. In December 20 10 , Energy Trust ’s board adop ted 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 200 9 Results

A

. General

**•** Since 2002, cumulatively saved 222 average megawatts of electricity and 13.1 million annual therms of natural gas, equivalent to 74 pe rcent 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 renewa ble 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 i n new business income and created 750 new jobs 2

**•** 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 impro ved air quality by offsetting more than 4.3 million tons of carbon dioxide generated by fossil fuels 3

**•** Completed nearly 9 3 ,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, s aved 32 .3 average mega watts 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 goals 4

**•** Saved nearly 2.9 million annual therms of natural gas at a levelized cost of 4 8 cents per
therm

. Gas savings achieved 90 percent of the 2009 stretch goal and e xceeded 2008 results by 16 percent

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

e conomic conditions

, which led to delay and cance llation of many commercial and industrial projects

.

**•** Electri c and gas efficiency savings , averaged over three years, comfortably exceeded Oregon Public Utility Commission performance measures , as did a nnual levelized life

- cycle

costs

.

**•** Increased solar electric generation by 50 percent over 2008

— a n 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 i mpact 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 200 9. The economic impact for 200 9 is extrapolated from the 2007 study based on the dollar volume of investmen t 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 g oals 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 com pletion dates and technology pe rformance.2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 7 of 35 **•** Small

- scale r enewable 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 administ rative 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 numb er of Oregon trade allies by 25 percent, helping s upport 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 ac hieved 98 percent of its gas stretch goal, while Existing Homes met 83 percent of its gas stretch goal.

**•** Conducted 

### 9,100 Home E nergy R eviews, 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 th an 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

.

**•** T he number of refrigerators and freezers recycled grew by 88 percent

.

**•** S ingle

- 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 el ectric hot water and 56 homes with gas hot water. Compared to 200 8 , 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 b etween 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.

**•** Inst alled high

- efficiency measures including energy

- efficient lights and efficient heating,
ventilation and air conditioning equipment i n 

### 1,608 commercial buildings, 17 percent more activity than in 2008. A verage incentive payment per site was approximately $ 

### 6,107

.

**•** Completed 

### 250 efficient new commercial buildings

. The number of new construction projects
declined 9 percent from 20 08, 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 1 5 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

**•** Achi eved 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 nearl y 70 percent growth in the number of industrial efficiency pr ojects over 200 8 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 i n 365 homes an d 116 commercial buildings. More than twice as many residential solar electric projects were completed in 200 9 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 Ene rgy T ax C redit

, 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 200 9

.



### • Spent $ 96.9 million (including carryover funds from prior years)

, investing 28 percent more than in 200 8

.



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

.



### A. Revenues Oregon public purpose revenues for 200 9 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 $ 1 2. 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. G as expenditures for 200 9 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 $4,27 5 in incentives provided through collaborations with the City of Ashland and Norther n 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 200 9 , Energy Efficiency programs saved 32.3 average megawatts, achieving 84 percent of Energy Trust’s 200 9 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, m arket 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
Cost/kWh PGE aMW Pacific
Power
aMW Total Savings

aMW Expenses The 32 .3 average megawatts

w ere 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 i nclude transmission and distribution savings



### B

. Gas efficiency savings
In 200 9 , ef ficiency programs saved 2.9 million annual therms of natural gas, or 90 percent of our 200 9 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
O PUC goal of 21 million annual therms

. This is equ ivalent 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
Cost/Therm Expenses $ /
Therm NW Natural 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 consum ers via self

- directed fundi ng. 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 cons ervative 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 O PUC generation goal of 150 average megawatts.

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



### D. Incremental e lectric e fficiency f unding (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 th ese fund s 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 deri ved 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

Comm ercial 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 con servative 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 an d beyond. (2 009 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 Levelized Cost* 2009 Expenditures 2009 $Mil /aMW*

* Reflects incremental increase in costs to Energy Trust de rived from expenditures by Pacifi c Power and Portland General Electric under terms of the agreement described in SB 838.



### See Appendix p. 27 for report s prepared by Pacific Power and P ortland 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 200 9 Performance Measures

Ea ch 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 a n 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 perfor mance measures apply in 200 9.

Electric Efficiency Performance Targets

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

- year rolling average

Exceeded , with 200 7

- 200 9 average annual electric efficiency savings = 34 av erage megawatts

**•** L evelized life

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

Well within requirement , with 200 9 average levelized life

- cycle cost = 2. 8 cents per kilowatt
hour

Natural Gas Efficiency Performance Targets

**•** Natural gas e fficiency savings of at least 1.8 million annual therms, computed on a three

year rolling average

Exceeded, with 200 7

- 200 9 average annual gas efficiency savings = 2. 9 million annual
therms

**•** Average levelized life

- cycle cost should not exceed 6 0 cents pe r annual therm

Well within requirement , with 200 9 average levelized life

- cycle cost = 4 8 cents per annual
therm

Renewable Resource Development Targets

**•** S ecure at least 3 average megawatts of new renewable resources per year, computed on a
three

- year ro lling average

Behind target at 2.0 average megawatt s

— 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 n ext several years)

Financial Integrity

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

Full compliance, with an unqualified financial audit opinion for 200 92009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 14 of 35 Program Delivery Efficiency



### • Keep administrative a nd program support costs 8

Well within requirement , with 200 9 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 sa tisfaction with Energy Trust services

In 200 9 , 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/C ost Ratios Satisfied or Very Satisfied Refrigerator Recycling 97 percent Existing Buildings 95 percent Production Efficiency 94 percent

Energy Trust recorded 21 customer complaints in 200 9 , and 72 since beginning operations
in 2002



### • Report benefit/cost ratios for larger conservation acquisition programs for 200 9

. 9

Program Utility System Benefit

- C ost Ratio Societal Benefit

- C o st 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 in dustrial complex count as separate projects.

**•** Project totals do not includ e 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

62% 66% 81 % 150 aMW 21 Million

Therms 300 aMW

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMWGoal2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 17 of 35 

## Energy Efficiency Program Descriptions

**Existing Homes.** Residential ut ility 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 dwellin gs. 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 ratin g 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 energy

efficient 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 th e 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 incentiv es 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 i nclude 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 incentive s 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 Co nservation, Inc.2009 Annual Report to the Oregon Public Utility Commission April 15, 2010

Page 18 of 35 **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 av ailable 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 Allia nce 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 regio nal 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 B onneville 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 p ower from the sun.

**Open Solicitation.** The Open Solicitation program provides incentives and support for renewable energy projects using commercial technologies, such as hydr opower and geothermal electric, that are not eligible for incentives through Ener gy 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
stud ies, 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 W ind 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 megawatt s 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

Page 19 of 35 

## 2009 Energy Trust of Oregon Board of Directors

PRESIDENT

- John Reynolds , FAIA, is professor of architecture em eritus 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 Energ y 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 Appl egate 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
environm ental 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 a dministrator of the Habitat Conservation Div ision 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 fami ly 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 Al liance, 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 dire ctor 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 f rom 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, i nventory 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 o perations, 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, distributi on and
fulfillment. John was re

- elected as Treasurer in 2009

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

Page 20 of 35 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 bu ilding 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 a n 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 g reenhouse g as p olicy s trategist for the Bonneville Power
Adm inistration, 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 greenhou se 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 P ublic 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
C lark 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 deg ree 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 t hree

- 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 activ e 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 L egion 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 organizatio n 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 waters heds 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 Assista nce 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

Page 21 of 35 Al Jubitz is a native Oregonian and spent his work career helping to build the family busi ness, Jubitz Corporation. He is p resident and f ounder of the Jubitz Family Foundation and serves as director of Monsoon, Inc. He is also past p resident 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 Advisor y Council of Environmental Defense Fund in N ew 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 Mey er is d irector of e nergy m anagement 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 joini ng Weyerhaeuser, he

was d irector of e nergy for Willamette Industries, holding similar responsibilities. He also worked for PacifiCorp as the Oregon l arge i ndustrial a ccounts m anager . He brings this extensive experience in the energy industry plus prior sal es 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

. Curre ntly

, 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 No rthwest 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 B usiness.

Caddy McKeown is Pacific Region s upervisor 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 C oos 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 vo lunteer 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 re

elected 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 th e 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, O regon’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 infrast ructure. 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 direct or for conservation at the Oregon Department of Energy until
November 2009. Be tty 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 ag reement 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 industri al

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 an d 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 in cludes 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 Departme nt 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 meeti ng.

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

officio 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 

## 200 9 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 Associatio n 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, Pa cifiCorp 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 p rogram i ncentive u pdates (Existing Homes and Mobile Homes); p otential Home Electronics p rogram ; Energy Trust r edesign e xercise February 18 2008 r esults ; 2009 p rogram i ncentive u pdates (Existing Homes, c ooperative

m arketing ); Residential Consumer Awareness Study r esults ; City of Portland o n

bill f inancing p ilot
March 11 2009 p rogram i ncentive u pdates (Existing Homes, c ooperative m arketing ); Home Energy Review c ustomer i nterface e nhancement and Energy Trust Redesign

e ffort April 15 2009 p rogram i ncentive u pdates (Production Efficiency); Portland Clean Energy Works Investment Fund p ilot u pdate ; Home Energy Review c ustomer i nterface

e nhancement and Energy Trust Redesign e ffort May 20 2009 p rogram i ncentive u pdates (New Buildings); Existing Homes Moderate Income p rogram d esign ; e valuation r eport on Blue Line e nergy m onitor August 12 Path to Net Zero p ilot i ncentives; Savings Within Reach i nitiative ; f urnace m arket t ransfo rmation ; d raft Energy Trust Strategic Plan for 2010

- 2014; e valuations (New Buildings and Existing Buildings e valuation h ighlights ; b illing a nalysis

s ummaries for s team t raps and t ankless g as w ater h eaters )
October 14 2010 b udget p review ; f urnace m arket t r ansformation ; Home Energy Solutions

s trategies for 2010
November 18 2010 m eeting s chedule ; 2010

- 2011 b udget r ecap ; M&V i ncentive s tructure : New Buildings p rogram ; r ecent e valuations and s urvey r esults (Existing Buildings, Production Efficiency, c ustomer a wareness ); u pdates on f ree r ider and

r ealization r ates2009 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 Hinck ley, 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

A lan 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 stimulu s money ; changes to Open Solicitation p rogram
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 ra tes on above market cost projections2009 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 th e 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 Re gional 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 collab orate 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 ava ilable 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 No rth 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 Comm unity 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 wit h 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

opp ortunities 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 f or 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 industr ial 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/compu ter 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 Cla ckamas 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 C ities 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 presentation s. 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 Grants2009 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 to ol 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 Mos t 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 reduc e 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 satisf ied 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 c ustomers (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 i n 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 > projec t 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 improv ement 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 th ose 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 meeti ngs (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 bef ore 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 W eb 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 an d 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 on

bill financing agreement with the City of Portland and ShoreBan k 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 outr each 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 (Wa llowa 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 retro fits. 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 Tr ust 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 res idential 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 an d 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 ELE CTRIC ENERGY EFFICIE NCY 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 sour ce of awareness. On the business side, we have no
similar E nergy 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 E nergy 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 ou treach 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 activit ies. 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 mentio ned the Energy Trust 1 6
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 T rust 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 f or a free energy consultation. The energy consulta tions 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 complet e information and a follow

- up reminder postcard.

30,00 0 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** 
T he 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 cou ld 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 pr ocess, 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 lo ok 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 En ergy 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 2 009 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)

**•** Cus tomer 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 Ou treach 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 aware ness levels and participation for Energy Trust programs. Results from Energy Trust’s Oregon Residential Awareness Study 2009 11

**•** 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 w ay 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 eff iciency 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 residenti al 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 House hold 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 Geor ge 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 promot ion

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 elect ronic 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 E

newsl etter Web Read Article Opened Link Sign

- ups

Mar Roto

- Rooter

- Marathon sweepstakes 76k 316k 1.8k 1.7k 1.2k

Apr Fi sher&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

- sp lit 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 reside ntial 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 w ith 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 C SG, 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 c ustomers 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.