Energy Trust of Oregon, Inc. 

2005 Annual Report 

April 14, 2006 

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

 www.energytrust.org Portland, OR 97204 Facsimile: (503) 546-6862
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

2

Table of Contents Page 

I Message from the Executive Director 3 

II Background, Mission and Goals 4 

III 2005 Highlights 4 

IV Revenues and Expenditures 6 

V Savings and Generation 7 

VI 2005 Performance Measures 8 

VII Projects Completed 10 

 

Appendix 

2002-2005 Progress Toward 2012 Goals 11 

Energy Efficiency Program Descriptions 12 

Renewable Energy Program Descriptions 13 

2005 Energy Trust of Oregon Board of Directors 14 

Board Development Guidelines 17 

2005 Advisory Council Members and Meetings 18 

2005 Call Volumes and Web Visits 20 

Audited Financial Statements 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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I Message from the Executive Director 

In our third full year of operation, 2005 saw explosive growth in requests for Energy Trust program 

services and incentives. In response to this unprecedented level of interest, Energy Trust prepared its 

internal systems and customers for a new era of constrained funding when, for the first time, demand 

for our services and financial support is exceeding supply. We ended the year having acquired record 

energy savings beyond all expectations -- 39.1 average megawatts. This accomplishment exceeded our 

best-case goal and was nearly double the annual performance measure set by the Oregon Public Utility 

Commission. 

The Commission is the agency charged by the Oregon Legislature with responsibility for oversight of 

Energy Trust. We are pleased to present this report as required under the terms of our joint Grant 

Agreement. In perusing the report, we believe you will be impressed with the sheer volume of business 

transacted. In 2005 Energy Trust served over 180,000 Oregon homes and businesses eager to tap 

Energy Trust funding as an effective way to better manage energy use and costs. It is interesting to note 

that our investment across the residential, commercial and industrial sectors is well balanced, assuring 

that each group contributing public purpose funds through their utility bills has access to the programs 

they make possible. 

During 2005, buffeted by rising energy costs and images of natural and manmade disasters worldwide, 

Oregonians demonstrated ever-greater commitment to alternatives to energy obtained from fossil fuels. 

Energy Trust is pleased to offer assistance to a wide cross section of individuals and businesses making a 

clear choice to reduce reliance on conventional power sources. Together, we are creating a future in 

which Oregonians rely upon energy sources that protect the environment, provide greatest value at 

lowest cost and help achieve energy independence. 

We are especially proud of how our efforts contribute directly to a robust Oregon economy. Hundreds 

of Oregon businesses throughout the state provide Energy Trust services and financial incentives to 

their customers. The measures they install – from efficient lighting and heating/cooling equipment to 

new industrial processes and solar energy systems -- help hundreds of diverse Oregon businesses 

receive the highest value from their energy use. 

There are many individuals and organizations to thank for making our achievements possible. Our 

talented volunteer board of directors and members of our advisory committees contribute freely of 

their time and expertise to guide our efforts. Our three utility partners – Portland General Electric, 

Pacific Power and NW Natural – make certain their customers know about the services we offer. We 

thank NW Natural for renewing their contract with Energy Trust in 2005. As always, we value the 

support we receive from a variety of business organizations and public interest groups. We especially 

appreciate the expert advice and collaboration we receive from the Oregon Department of Energy and 

other organizations with whom we share similar missions. 

As we move into 2006, Energy Trust is employing new reservation systems and other tools to stabilize 

the flow of funds to projects statewide. Thousands of new projects are underway, with the promise of 

steady progress toward the clean energy future we are collectively creating here in our state of Oregon. 

We welcome your comments and look forward to continued guidance. 

Margie Harris, Executive Director 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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11 Background, Mission and Goals 

A. Background 

Energy Trust began collecting public purpose revenues in March 2002 as an independent nonprofit 

organization dedicated to energy efficiency and renewable energy production. We serve and are funded 

by Oregon customers of Pacific Power, Portland General Electric and NW Natural. 

We manage our programs with a small staff, deliver the majority of our programs through contracts 

with service providers, and provide services through a network of several hundred small business trade 

allies around the state. Our work is shaped by two advisory councils and overseen by a volunteer citizen 

board of directors with diverse expertise. 

B. Mission 

The mission of the Energy Trust 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. Goals 

Energy Trust is working to fulfill the State of Oregon’s vision to meet future energy needs through 

environmentally sound, clean energy sources. We are investing in energy efficiency and renewable 

energy to meet the following goals by 2012: 

• Save 300 average megawatts of electricity, enough to power over one sixth of Oregon’s housing 

stock. 

• Save 19 million annual therms of natural gas – enough to serve 40,000 gas-heated homes.

• Meet 10 percent of Oregon’s electric energy from renewable resources. 

• Expand participation by underserved consumers in energy efficiency and renewable energy 

programs. 

• Help businesses to succeed and thrive by promoting energy efficiency and renewable energy. 

• Encourage Oregonians to integrate energy efficiency and renewable energy into their daily lives. 

III 2005 Highlights 

A. General 

• Helped over 180,000 Oregon homes and businesses save energy and money. 

• Saved over 39 average megawatts of electricity at a levelized cost of 1.3 cents per kilowatt hour 

– significantly exceeding OPUC performance measures. 

• Saved 1.4 million therms of natural gas at a levelized cost of 28 cents per therm – meeting 

OPUC performance measures. 

• Made significant progress in utility scale and other renewable energy development, measured on 

a 3-year rolling average. 

• Maintained low administrative costs well within the Oregon Public Utility Commission 

performance measure. 

• Powered the growth of nearly 476 Oregon businesses and strengthened the state’s economy 

through our trade ally program. 

• Generated $9.3 million in wages, $1.52 million in new business income and created 187 new 

jobs1

. 

• Progressed toward 2012 energy saving and renewable generation goals. 

 

1

 Source: ECONorthwest 2006. Economic impact numbers are in addition to what would have occurred without 

Energy Trust’s investment of public purpose funds 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

5

• Improved air quality by offsetting 223,000 metric tons of carbon dioxide generated by fossil 

fuels, the equivalent of over half a billion miles not driven2

. 

B. Residential efficiency programs 

• Conducted 4,002 energy reviews and installed 19,953 compact fluorescent light bulbs in 1,770 

electrically heated homes, 2,232 homes with NW Natural heat and electric power from 

Portland General Electric or Pacific Power. 

• Over 13,000 internet users employed the online Home Energy Analyzer. 

• Energy Trust rebates helped fund the purchase of 15,526 energy-efficient clothes washers, 

installed in 6,153 homes with electric hot water and 9,373 homes with gas hot water. 

• Energy-efficient measures such as sealed ducts, insulation, high-efficiency space heating 

equipment and energy-efficient windows were installed in 18,604 single-family homes, 1,700 

multifamily units, and 440 manufactured homes. Of these, 11,559 homes received electric 

efficiency measures, 4,171 received gas efficiency measures, with 5,014 sites saving both gas and 

electricity. 

• Installed solar water heating systems in 55 homes with electric hot water and 40 homes with gas 

hot water. 

C. Commercial efficiency programs 

• High-efficiency measures such as energy-efficient lights and efficient heating, ventilating and air 

conditioning equipment were installed in 1,624 commercial buildings, resulting in average 

incentive payment per site of nearly $5,900. Of this total, 922 buildings received electric 

efficiency measures, 702 buildings received gas efficiency measures, and 91 buildings saved both 

gas and electricity. 

• A total of 96 highly efficient new commercial buildings were completed, with an average 

incentive payment per site of $9,800. 

• Installed solar water heating systems in 4 businesses with electric hot water and 5 businesses 

with gas hot water. 

D. Industrial efficiency programs 

• Completed electric energy-saving projects at 207 manufacturing firms, with an average incentive 

payment of $40,000. 

• Completed a major manufacturing process improvement project with Blue Heron Paper 

Company to reduce the company’s energy consumption by 25% and save 101 million kilowatt 

hours annually. 

E. Renewable energy programs 

• Helped fund installation of solar electric systems in 70 homes and 33 commercial buildings 

increasing the number of grid-tied solar electric systems in Oregon by more than eight fold 

since Energy Trust programs began. Cumulatively since the program began, Energy Trust has 

supported installation of more than 1 megawatt of new solar installations for Portland General 

Electric and Pacific Power in Oregon. 

• Concluded a master agreement with PGE to provide $12.5 million in funding and acquire largescale renewable energy projects for their customers. The agreement assures funding and allows 

PGE to more flexibly and quickly bring projects on line. 

• Negotiated on a similar master agreement with Pacific Power for their Oregon customers. 

• Welcomed the 75 megawatt Klondike II wind project near Wasco, Oregon, to come on line to 

serve PGE customers. Energy Trust provided technical assistance and potential back-up funding 

for PGE, enabling them to move forward on the project. 

 

2

 Source: Phil Carver, Oregon Department of Energy 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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• Completed the first of several biopower projects, dedicating the City of Gresham’s wastewater 

treatment plans (0.363 average megawatts). A biomass cogeneration project in Douglas County 

supported by Energy Trust (3.23 average megawatts) in 2005 is expected to be on line in 2006. 

A competitive request for proposals released in 2005 resulted in 25 initial proposals and five 

finalists. 

• Completed several Open Solicitation projects include a 10 kilowatt Bergey wind turbine for the 

City of Portland and a 1.5 kilowatt African Wind Power turbine at the Griffin residence near 

Salem, Oregon. Of seven applications for projects in 2005, financing was approved for a 40 

kilowatt small hydro project in Hood River, a 66 kilowatt solar electric system for Oregon 

Health & Science University, and a 47 kilowatt solar electric system at Stoller Vineyards near 

Dundee. The program also committed to support a solar electric system in Klamath County in 

partnership with Pacific Power to test applicability of solar for irrigation systems in Oregon. 

• Expanded the wind program to include technical assistance for feasibility studies. Energy Trust 

secured matching funds for federal grants to six rural landowners and issued a guidebook for 

developing community wind projects. An expanded anemometer loan program has installed 19 

systems since the program began. 

IV Revenues and Expenditures 

• Received $52.6 million during 2005. 

• Spent $54.0 million (including carryover funds from prior years). 

• Paid $33.5 million in incentives to end users. 

A. Revenues 

Total 2005 revenues received from each utility were very close to projections. 

Source Actual revenues received in 2005 Budgeted revenues in 2005 

Portland General Electric $27.4 million $27.4 million 

Pacific Power 17.7 million 18.1 million 

NW Natural 7.5 million 7.2 million 

 Total $52.6 million $52.7 million 

B. Expenditures 

Efficiency spending was below budget, with some larger projects in the industrial, new buildings and new 

homes sectors being scheduled for completion in 2006. Corresponding incentive expenditures and 

savings are reported upon project completion. 

Renewable incentives, above market cost reimbursements and corresponding generation expenditures 

are also reported for all programs when projects are completed, resulting in annual expenses being 

below budget. Such expenditures will be reported as projects are completed in 2006. 

Type Actual expenditures 2005 Budgeted expenditures 2005 

Energy Efficiency programs $49.2 million $57.6 million 

Renewable Resources programs 2.5 million 21.9 million 

Administration 2.3 million 3.2 million 

 Total $54.0 million $82.7 million 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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Incentives paid 2005 

Energy Efficiency Renewable Energy Total 

 PGE Pacific Power NW Natural PGE Pacific Power 

Q1 $3,053,615 $2,051,347 $926,979 $73,510 $157,058 $6,262,509 

Q2 6,353,002 2,999,634 833,628 88,543 91,274 10,366,081 

Q3 3,653,330 1,913,103 660,938 88,761 218,758 6,534,890 

Q4 5,420,072 3,495,009 960,829 193,746 235,188 10,304,844 

Total $18,480,019 $10,459,093 $3,382,374 $444,560 $702,278 $33,468,324 

V Savings and Generation 

A. Electric efficiency savings 

In 2005, Energy Efficiency programs saved 39.17 average megawatts, achieving 107% of Energy Trust’s 

2005 “best case” projection of 36.52 average megawatts. Since March 1, 2002, these programs have 

cumulatively saved 96.4 average megawatts, or 32% of the Energy Trust’s 2012 goal. Many projects 

underway in 2005 will be completed in 2006 and 2007. Savings are tabulated upon project completion 

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

upon evaluation results, market research and other factors.3

 

Cost per average megawatt of gaining the 39 average megawatts was $1.1 million, a significant 

improvement over our best case goal of $1.4 million per average megawatt. 

Electric Efficiency Savings 2005 

PGE 

aMW 

Pacific 

Power 

aMW 

Total 

Savings* 

aMW Expenses 

mil $ 

/ 

aMW 

Levelized 

Cost/kWh

Residential 7.06 4.61 11.67 $12,018,153 $1.03 $0.008 

Commercial 4.68 2.32 7.00 11,976,565 $1.71 $0.018 

Industrial 14.48 6.02 20.50 20,953,653 $1.02 $0.014 

Total Energy Efficiency Programs 26.22 12.95 39.17 $44,948,371 $1.15 $0.013 

*

 Includes transmission and distribution savings 

B. Gas efficiency savings 

In 2005, efficiency programs saved 1,399,118 annual therms of natural gas, representing 80% of the 2005 

best case projection of 1,754,630 million annual therms. Since gas programs began in 2003, cumulative 

savings of 2,258,422 annual therms have been realized, accounting for 12% of the 2012 goal. 

 NWN

Gas Efficiency Savings 2005 Therms Expenses $ /Therm 

Levelized 

Cost/Therm

Residential 931,603 $4,919,343 $5.28 $0.301 

Commercial 467,515 1,342,728 $2.87 $0.240 

Industrial

Total Energy Efficiency Programs 1,399,118 $6,262,071 $4.48 $0.282 

 

3

 Beginning in 2005, Energy Trust annually applies the results of third-party evaluations of its programs, “as 

installed” engineering estimates and corrected tracking data to adjust measure savings and generation estimates 

from the previous years. The “trued-up” numbers are reflected in the annual report. An explanation of the 2006 

true-up process will be posted on the Energy Trust website. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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C. Renewable energy generation 

In 2005, completed renewable energy generation projects fell short of Energy Trust goals. The 

unavailability of wind turbines and an earlier suspension of the federal production tax credit kept Energy 

Trust and the utilities from moving more quickly on utility-scale projects, which represent the best 

opportunity for large-scale generation. The completion of a master agreement with Portland General 

Electric and promise of a similar agreement with Pacific Power in 2006, along with reinstatement of the 

federal tax credits, suggest more large-scale projects will come on line. To date, cumulative renewable 

energy generation totals 14.85 average megawatts, or 9.9 % of the 2012 direct acquisition goal of 150 

average megawatts. 

Actual 

PGE 

aMW 

Pacific 

Power 

aMW 

Total 

Generation 

aMW 

Q4 2005 

Expenses 

mil $ / 

aMW 

Levelized 

Cost/kWh 

Utility Scale 0.0000 0.0000 0.0000 $165,238 

Solar Photovoltaic 0.0152 0.0399 0.0551 1,576,737 $28.61 $0.220 

Wind 0.0000 0.0000 0.0000 265,868 

Open Solicitation 0.0000 0.0015 0.0015 248,708 165.81 $1.312 

Biopower 0.4053 0.0000 0.4053 490,829 $1.21 $0.009 

Total Renewable 

Programs 0.4205 0.0413 0.4619 $2,747,380 $5.95 $0.046 

*

 Projects completed and operating in 2005. 

VI 2005 Performance Measures 

In September 2004, the Oregon Public Utility Commission established performance measures for the 

Energy Trust. Performance measures for energy efficiency programs and renewable energy programs are 

set at an aggregated level rather than at a sector level. This allows the Energy Trust to pursue programs 

in different sectors as market forces and technological advances dictate. 

The following performance measures apply in 2005. 

Electric Efficiency Performance Targets 

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

average 

Exceeded, with 2003-2005 average annual electric efficiency savings = 27.15 average megawatts 

• Performance measure: average levelized life-cycle cost should not exceed 2 cents per kilowatt 

hour 

Exceeded, with 2005 average levelized life-cycle cost = 1.3 cents per kilowatt hour

Natural Gas Efficiency Performance Targets 

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

average 

Exceeded, with 2003-2005 average annual gas efficiency savings = 752,807 therms

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

 Exceeded, with 2005 average levelized life-cycle cost = 28 cents per therm
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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Renewable Resource Development Targets 

• Annual new renewable resource development of 15 average megawatts, computed on a threeyear rolling average, from a variety of renewable resources 

In progress, with 2003-2005 average renewable resource development of 4.95 average megawatts 

Financial Integrity 

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

 Full compliance, with an unqualified financial audit opinion for 2005 

Program Delivery Efficiency 

• Keep administrative and program support costs4

 below 11 percent of annual revenues 

 Exceeded, with 2005 administrative and program support costs at 6.8 percent of annual revenues

Customer Satisfaction 

• Demonstrate reasonable customer satisfaction rates with Energy Trust services5

Demonstrated through evaluation results documenting high levels of customer satisfaction: 

In 2005 90% of commercial customers were satisfied or very satisfied with programs overall, and 70-

80% or more of the customers were satisfied or very satisfied with program services such as the 

application process, incentives, helpfulness, courtesy, etc. 

Nearly 100% of industrial customers were satisfied or very satisfied with most aspects of that program. 

80% rated it more highly than past utility programs, and 20% rated it on par with past utility programs. 

Over 90% of residential customers were satisfied or very satisfied with the performance of installed 

measures. 80% were satisfied or very satisfied with other aspects of Energy Trust services such as 

courtesy, responsiveness and timeliness. 10-15% of respondents were dissatisfied or very dissatisfied with 

the energy efficiency information they were given. Energy Trust is taking steps to research and lessen 

this issue. 

Energy Trust recorded seven complaints from new participants in 2005

Benefit/Cost Ratios 

• Report benefit/cost ratios for larger conservation acquisition programs for 2005.6

 

Program Utility System Test Societal Test 

Efficient Home Products 2.4 3.8 

Home Energy Savings 2.9 1.3 

Business Efficiency 3.5 1.5 

New Business Efficiency 2.5 1.4 

Production Efficiency 4.1 2.8 

NW Energy Efficiency Alliance 10.3 5.5 

 

4

 Program support costs are defined as all program costs except the following accounts: program management, 

program incentive, program payroll and related expenses, call center and program outsource services. 

5

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

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

6

 By law, Oregon public purpose funds may be invested only in cost-effective energy efficiency measures – that is, 

efficiency measures must cost less than acquiring the energy from conventional sources. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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VII Projects Completed 

Energy Efficiency Installed Projects Total Sites by Measures Installed 

Sites Electriconly 

Gasonly Both 

Residential 

 Efficient Home Products appliance rebates 15,526 6,153 24 9,349 

 Efficient New Home enhancements 638 43 387 208 

 Efficient New Homes constructed 491 245 8 238 

 Home Energy Reviews conducted 4,002 1,770 837 1,395 

 Manufactured Homes refitted 440 432 6 2 

 Multifamily units retrofitted 1,700 1,383 296 21 

 Promotional CFLs provided 1,052 1,052 - - 

 CFL coupons redeemed 709 709 - - 

 Retail Fixtures, CFLs, and CFL packages bought-down 136,346 136,346 - - 

 Residential Solar Hot Water installations 95 55 40 - 

 State Home Oil Weatherization program CFL packages mailed 1,064 1,064 - - 

 Single family homes retrofitted 18,604 9,744 3,869 4,991 

Commercial sites treated 

 Building Efficiency sites treated 1,715 922 702 91 

 New Building Efficiency sites treated 96 74 5 17 

 Solar Hot Water Commercial installations 9 4 5 - 

 Communities installing LED Traffic Signals 10 10 - - 

Industrial sites treated 207 207 - - 

TOTAL EFFICIENCY 182,704 160,213 6,179 16,312

Renewable Energy Installed Projects 

Utility-scale projects installed - - - - 

Solar Electric residential installations 70 70 - - 

Solar Electric commercial installations 33 33 - - 

Community wind projects installed 1 1 - - 

Biopower projects installed 2 2 - - 

Open Solicitation projects installed 2 2 - - 

TOTAL RENEWABLES 108 108 - -

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

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

measures, this installation counts as a separate project. 

• Each apartment unit treated counts as one project. 

• Each manufactured home counts as one project. 

• Some sites are both gas and electric customers and save gas and electricity. 

• A CFL package counts as one project. A customer may purchase more than one CFL package. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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Appendix 

2002-2005 Progress Towards 2012 Goals

12% 10%

32%

19 Million 150 aMW

Therms

300 aMW

0% 

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMW

Goal
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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Energy Efficiency Program Descriptions 

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

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

insulation to duct sealing to energy-efficient electric and gas water heaters. The program started in 

March 2003 and is managed by Conservation Services Group Inc.

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

qualified clothes washers and lighting. The program also offers a web-based Home Energy Analyzer to 

help residential customers learn how they can improve the efficiency of their homes. In 2005, the 

program launched “Lights for Learning” – a school fundraising opportunity where students sell CFLs to 

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

managed by Portland Energy Conservation, Inc. 

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

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

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

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

marketing support efforts. In 2005, this program also launched a manufactures homes component in 

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

and is managed by Portland Energy Conservation, Inc. 

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

incentives for existing Oregon commercial facilities. Incentives are offered for qualified improvements 

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

and insulation. Services include energy surveys and technical analysis, contractor referrals, project 

management and post-installation assistance. The program began in February 2003 and is managed by 

Lockheed Martin.

New Building Efficiency. Financial incentives for high efficiency equipment, energy modeling and design 

assistance help customers maximize efficiency of commercial and industrial new construction projects, 

major renovations and additions to existing buildings. This program was launched in October 2003 and 

is managed by Science Applications International Corporation. 

LED Traffic Signals. This program replaces incandescent traffic signals with LED bulbs. These bulbs use 

90% less electricity and last more than 3 times longer than conventional incandescent green traffic lights. 

Due to the success of retrofitting a large number of green traffic signals to LEDs, this program expired 

at the end of 2005. 

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

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

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

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

program was launched in fall 2005 and is managed by Portland Energy Conservation, Inc.

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

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

Measures include energy-efficient pumps, fans, refrigeration, controls and material transport. The 

program launched in May 2003 and is managed by Lockheed Martin. 

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

water for domestic and commercial uses, offsetting the need for electric or gas power.
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

13

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

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

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

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

Trust and regional utilities. 

Renewable Energy Program Descriptions 

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

developers of wind and other large-scale projects and provides incentives to cover the above-market 

costs for generation. Projects are acquired through a competitive solicitation processes in partnership 

with PacifiCorp and Portland General Electric. 

Solar Electric. This program provides cash incentives and referrals to qualified solar contractors to help 

homeowners and businesses tap into the pollution-free power of the sun. 

Open Solicitation. The Open Solicitation program provides incentives for innovative applications of 

renewable technology. It was designed to support renewable energy projects that are not eligible for 

incentives through Energy Trust’s other renewables programs, and to provide experience in renewable 

energy sectors that may in the future merit their own programs, such as the Biopower program 

launched in 2005 and the Community Wind program scheduled for launch in 2006. 

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

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

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

operations, and landfill gas, among others. 

Wind Program. There are four elements of the wind program, including: 1) funding support for on-site 

use as well as local projects in clusters up to 10 megawatts delivering power to the grid; 2) resource 

assessment through anemometer loans, managed by Oregon State University's Energy Resource 

Research Laboratory, to help landowners determine whether sites have sufficient wind generation 

potential; 3) co-funding for specific feasibility studies and project technical analyses; and 4) guidebooks 

for wind project development. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

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2005 Energy Trust of Oregon Board of Directors 

PRESIDENT7 – Tom Foley has over 26 years of experience in the field of energy analysis and 

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

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

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

Tom was re-elected to a new three year term in 2005. 

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

Oregon and has been involved in energy issues in Oregon since 1972, when he was elected to the 

Eugene Water and Electric Board. Since then he has served as the president of the Pacific Northwest 

Solar Energy Association and of the subsequent Solar Energy Association of Oregon. He also serves on 

the Energy Committee of the Building Codes Structures Board. 

SECRETARY - Julie Hammond is the vice president of operations at Sage Insurance Center in Bend. 

She has over 15 years experience in the insurance industry. Julie currently serves on the Safeco Advisory 

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

perspective and regional representation to Energy Trust program delivery. 

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

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

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

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

implementing socially responsible policies and programs at Rejuvenation. John was re-elected to a new 

three year term in 2005. 

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

President and Founder of the Jubitz Family Foundation and serves as director of two private start-up 

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

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

and a trustee of Outward Bound West Wilderness School. Al has an extensive business background and 

brings a strong business sense to the board. He has a B.S. from Yale University and an MBA from the 

University of Oregon, School of Business. Al was elected to a three year term in April 2005 to fill the vacancy 

created by Steve Schell’s resignation. The board also amended its bylaws and expanded its membership to a 

maximum of 12 directors. 

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

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

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

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

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

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

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

Clark Law School and the University of Oregon, School of Business. Preston was elected to a three year 

term in April 2005 at which time the board amended its bylaws and expanded its membership to a maximum of 

12 directors. 

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

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

 

7 Steve Schell declined election to a new three year term, and remained on the board until his successor was named and 

took office. He served as president until he officially resigned from the board in March 2005. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

15

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

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

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

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

Foundation. Currently Rick serves on the board of the Pacific Salmon Watershed Fund. 

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

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

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

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

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

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

commercial tenant improvement and renovation and residential remodeling. Prior to joining the family 

business in 1996, Debbie served as senior economist for the Northwest Power Planning Council for 15 

years and was a regional economist for the Bonneville Power Administration for 3 years. Debbie served 

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

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

Portland Metropolitan Small Business Alliance. 

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

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

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

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

regional representation to the Energy Trust Board. 

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

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

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

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

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

Coos Bay School District. Caddy was elected to the board in November to fill the vacancy created by Cheryl 

Perrin’s resignation. 

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

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

management activities at hundreds of manufacturing facilities throughout North America. Prior to 

joining Weyerhaeuser, he was Director of Energy for Willamette Industries, holding similar 

responsibilities. He also worked for PacifiCorp as the Oregon Large Industrial Accounts Manager. He 

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

Energy Trust board. Alan was elected to the board in September to fill the vacancy created by Rick Kroon’s 

resignation. 

ex-officio

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

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

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

ODOE’s policy and planning division from 1987-1993. John received a master’s degree in natural 

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

in 1975. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

16

Oregon Department of Energy Special Board Advisor

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

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

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

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

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

businesses, and public institutions that have a combined budget of over $10 million. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

17

Board Development Guidelines 

April 14, 2006

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

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

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

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

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

renewable energy development and sustainable practices, and commercial and industrial sectors. 

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

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

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

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

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

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

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

insurance), government and non-profit energy sectors and higher education. Members come from Coos 

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

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

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

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

was appointed to fill this “special advisor” position. 

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

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

participate on advisory councils and board committees. All regular board and advisory council meetings 

and background information are public. Advisory council and board meetings are well attended, and 

public comment is included in every meeting. 

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

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

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

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

session, as needed. 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

18

2005 Advisory Council Members and Meetings 

Conservation Advisory Council 

Susan Anderson, Portland Office of Sustainable Development 

Steve Bicker, NW Natural 

Jeff Bissonnette, Fair and Clean Energy 

Julie Brandis, Associated Oregon Industries 

Gary Curtis, West Wall Group 

Suzanne Dillard, Oregon Department of Energy 

Thomas Eckhart, UCONS LLC 

Tom Eckman, Northwest Power Planning Council 

Terry Egner, Micro Grid 

Margie Gardner, Northwest Energy Efficiency Alliance 

Don Jones, PacifiCorp 

Ken Keating, Bonneville Power Administration 

Mat Northway, Eugene Water & Electric Board 

Paul Olson, Oregon Remodelers Association 

Stan Price, Northwest Energy Efficiency Council 

Lauren Shapton, Portland General Electric 

Steve Weiss, Northwest Energy Coalition 

Syed Rezvi, OPUC 

Energy Trust board members who regularly attend CAC: 

Jason Eisdorfer 

Debbie Kitchin 

Alan Meyer 

John Reynolds 

2005 Meeting Dates CAC Major Discussion Topics 

January 19 Building Efficiency and Production Efficiency contract RFP recompete; Commercial and Industrial 

transition program impact evaluation; CHP policy recommendation 

February 11 Program status reports; Building Efficiency and Production Efficiency programs rebids RFPs 

March 16 2004 savings results and true-up adjustment; Program ally network development; Management 

audit findings; Efficient New Homes market transformation analysis 

April 20 New Manufactured Homes initiative; Fuel-Switching policy review; Commercial cooking measures 

update 

May 18 Program status reports; Annual board retreat strategic planning items 

July 13 Board retreat update; CHP policy direction 

August 17 2nd Quarter program updates; Solar thermal market research study; 2006 Action Plan strategic 

choices; CHP policy direction 

September 21 Community Energy; 2nd Quarter program updates; 2006 budget and savings forecast 

October 19 Portland city small commercial initiative; Efficient New Homes and Efficient Home Products 

contract extension; 2006 draft budget and action plan 

November 16 Self Direction policy amendment; Building Efficiency and Production Efficiency incentives changes; 

2006 final budget and action plan; 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

19

Renewable Resources Advisory Council

Doug Boleyn, Cascade Solar Consulting 

Debra Malin, Bonneville Power Association 

Angus Duncan, Bonneville Environmental Foundation 

Thor Hinkley, Portland General Electric 

Jeff King, Northwest Power & Conservation Council 

Justin Klure, Oregon Department of Energy 

Troy Gagliano, Renewable Northwest Project 

Virinder Singh, Pacific Power 

Lisa Schwartz, Oregon Public Utility Commission 

Frank Vignola, Solar Monitoring, University of Oregon 

Chris Taylor, Horizon Wind Energy 

Energy Trust board members who regularly attend RAC: 

Alan Meyer 

John Reynolds

2005 Meeting Dates RAC Major Discussion Topics 

January 19 OSP projects review, Residential green tag policy changes, Biopower market 

assessment 

March 16 Solar commercial incentive, Solar program evaluation, City of Gresham WWTP & 

Dry Creek Landfill updates, Community energy study, Program Ally incentive 

April 20 BEF biomass activities, CH2M Hill market study, Biopower program design, 

Management audit results 

June 9 Open Solicitation micro hydro project, revised OPUC benchmarks, Biopower 

program definition of waste, UM 1129, OPUC QF docket 

August 17 Stoller Winery update, CHP policy, Above-market cost methodology, OPUC 

update, Solar thermal review, Legislative update 

September 21 Preliminary draft of the 2006/2007 budgets 
Energy Trust of Oregon 2005 Annual Report April 14, 2006 

20

2005 Call Volumes and Web Visits 

Inbound Calls to 866-ENTRUST

750

1000

1250

1500

1750

2000

2250

2500

2750

3000

3250

3500

3750

2005 2142 1852 1710 1197 1555 1491 1133 1477 2447 3589 2521 2138

2004 1253 1330 1456 1150 991 1382 1384 1526 1981 2118 2123 1780

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2005

2004

Visits to www.energytrust.org

0 

5000 

10000 

15000 

20000 

25000 

30000 

35000 

40000 

45000 

2005 17780 20085 22562 20879 21436 21671 23789 25873 29460 40067 35887 33345

2004 8399 7786 8902 7910 7679 7965 8890 8586 10875 14168 14532 16156

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 

2005 

2004