2012 Annual Report to the 

Oregon Public Utility Commission

ENERGY TRUST OF OREGON 

APRIL 15, 2013

Energy Trust of Oregon

421 SW Oak St., Suite 300, Portland, OR 97204

1.866.368.7878 503.546.6862 fax

energytrust.org
2012 Annual Report to OPUC Page 2 of 63 April 15, 2013

Table of Contents Page

From the Executive Director: 2012 in Review

I 2012 Activity at a Glance 5 

II Background, Mission and Goals 7

III Highlights of 2012 Activities 9

IV Revenues and Expenditures 20

V Savings and Generation 22

VI 2012 Performance Measures 25

Appendix 

Energy Trust Program Descriptions 27

NW Natural Industrial Demand-side Management Program 30

2012 Energy Trust of Oregon Board of Directors 31

Board Development Guidelines 35

2012 Advisory Council Members and Meetings 36

2012 Customer Service Data 38

2012 Utility Activities Supported by SB 838-authorized Funding 41

Energy Trust of Oregon 2012 Annual Report NW Natural Washington 53

Energy Trust 2012 Audited Financial Statement Attachment
2012 Annual Report to OPUC Page 3 of 63 April 15, 2013

FROM THE EXECUTIVE DIRECTOR: 2012 IN REVIEW

I am pleased to submit this comprehensive report to the Oregon Public Utility Commission detailing 

Energy Trust of Oregon 2012 annual results. This report highlights the breadth and depth of proven 

programs combined with innovative market solutions Energy Trust designed and delivered. This summary 

also contains important information about the costs and benefits of Energy Trust investments on behalf of 

Oregon utility customers, and highlights full achievement of the minimum OPUC annual performance 

measures established for us.

To summarize, Energy Trust 2012 results surpassed annual stretch savings goals for electric and natural 

gas efficiency, and exceeded contract Integrated Resource Plan goals for each utility we serve. While 

keeping administrative and program support costs at 5.4 percent of the year’s revenue, we increased 

acquisition of the cheapest energy resources available by 12 percent for electric savings and 22 percent 

for gas savings compared to 2011. We also installed 3.4 times more renewable energy generation than in 

2011, further diversifying Oregon's future energy sources through small-scale development of abundant 

solar, wind, hydropower, biopower and geothermal resources. I’m pleased to report that increased 

savings and generation came at a lower cost than anticipated in our 2012 budget, reflecting careful 

attention to cost-management throughout the year. For utility customers, this adds up to more affordable 

and cleaner energy being secured at a lower cost.

In 2012, Energy Trust further extended our diverse portfolio of program offerings for all types of 

customers through multiple innovative pilot approaches. We motivated residential customers to change 

energy consumption behaviors with Personal Energy Reports highlighting home energy use compared to 

nearby homes of similar size. Commercial and industrial customers were engaged through highly 

effective, low-cost Strategic Energy Management approaches, realizing savings through improved facility 

operations and maintenance. Support for on-bill financing and repayment of energy-efficiency upgrades 

continued through our working relationship with Clean Energy Works Oregon, while we also supported 

development of MPower Oregon, an on-bill repayment program for multifamily property owners. Working 

closely with the Oregon Department of Energy, we helped schools identify energy-saving projects and 

secure funding through Oregon’s Cool Schools program. 

Investments like these during the last five years have allowed us to increase annual electric savings by 84 

percent and grow annual natural gas savings by 125 percent. Since 2009, when our renewable energy 

role shifted to smaller scale projects, annual generation increased 91 percent. I believe success like this 

increasingly stems from listening and responding to what customers say they need. Part of our effort in 

the last year was to make it even simpler for people to make clean energy decisions that unlock dollar 

and energy savings and renewable energy options for them. The information, technical assistance, 

financial incentives and opportunities we promote are more refined and targeted, leading to more 

customers stepping forward to take action than ever before. 

These accomplishments create real benefits and lasting changes for our state. Clean and sustainable 

energy is now woven into the fabric of Oregonians’ daily lives and demonstrated in their personal values 

and decision-making. Energy Trust is proud to participate as a leader in this change, working closely with 

our collaborating utilities and many others to deliver value to those we serve.
2012 Annual Report to OPUC Page 4 of 63 April 15, 2013

As we move into our second decade, we will continue emphasis on low-cost operations and maintenance 

improvements, expand financing opportunities to targeted audiences, grow market penetration of highly 

efficient new home and commercial building construction, achieve greater geographic diversity and 

participation, support program delivery through our contractors, advance adoption of new technologies 

and offer greater access to online tools. These and other new approaches are delivered with engagement 

and leadership from our board of directors, Conservation and Renewable advisory council members, 

Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas, OPUC, Oregon Department 

of Energy, Northwest Energy Efficiency Alliance and of course, our staff, our program contractors and our 

trade and program allies. We thank you all for the many ways you shape and strengthen our 

performance, making the record-breaking results of this past year possible.

Sincerely,

Margie Harris

Executive Director
2012 Annual Report to OPUC Page 5 of 63 April 15, 2013

$154

$172

0

20

40

60

80

100

120

140

160

180

Expenditures (millions)

$5

$6

0

1

2

3

4

5

6

7

Q4 YTD

Expenditures (millions)

110

124

0

20

40

60

80

100

120

140

YTD

Generation (aMW)

28

35

0

5

10

15

20

25

30

35

40

YTD

Savings (therm millions)

 

Actual Budget

I 2012 ACTIVITY AT A GLANCE

Savings and Generation

Expenditures

2002-2012 Progress toward 2014 goals

52.9

48.8

41.5

0

10

20

30

40

50

60

YTD

Savings (aMW)

Electric Efficiency

5.9

5.7

4.8

0

1

2

3

4

5

6

7

YTD

Savings (therm millions)

Gas Efficiency

5.0

14.7

3.9

0

2

4

6

8

10

12

14

16

YTD

Generation (aMW)

Renewable Energy

$127

$144

0

20

40

60

80

100

120

140

160

YTD

Expenditures (millions)

$22

$23

0

5

10

15

20

25

Q4 YTD

Expenditures (millions)

368

479

0

100

200

300

400

500

600

Savings (aMW)

Energy Savings

Stretch goal

Conservative goal

(77%) (81%) (88%)

Electric Efficiency Gas Efficiency Renewable Energy

Energy Efficiency Renewable Energy Administrative Total
Residential activity in 2012

New homes and major remodels 2,634

New manufactured homes 99

Weatherization retrofits 10,841

Single-family site-built 8,025

Manufactured or mobile 2,816

Solar electric installations 1,112

Home Energy Reviews 3,515

Total Sites 16,990

Heating systems 5,186

Water heaters 1,284

Solar 64

High-efficiency products 32,496

Washing machines 20,954

Dishwashers 573

Refrigerators and freezers 10,969

High-efficiency lighting* 825,646

Refrigerators, freezers recycled 20,271

Energy Saver Kits provided 48,257

Total Other Activity 107,494

* Lighting excluded from totals

Commercial activity in 2012

New Buildings sites served 317

New construction 193

Major renovation 76

Tenant improvement 33

Existing Buildings sites served 3,215

Operations and maintenance 646

Custom1 214

Lighting 1,589

Prescriptive/standard2 766

Existing multifamily sites served 1,080

Solar water heating sites served 9

Sites with technical assistance 890 1

The most common custom improvements are building 

controls and HVAC.

2

The most common prescriptive/standard improvements are 

foodservice and grocery equipment

Industrial/agricultural activity in 2012

Projects with savings 972

Custom capital1 109

Custom O+M2 20

Strategic Energy Management (SEM)3 17

Industrial lighting 314

Small industrial4 145

Prescriptive5 286

Studies 84 1 Top improvements are compressed air system 

improvements, process upgrades

2 Equipment modifications to improve efficiency

3 Savings from no-cost or low-cost operational steps 

(i.e., turning off equipment when not in use) identified 

through trainings in SEM approaches/disciplines

4 Targets users with gas or electric costs under 

$25,000/year; top improvements are irrigation system 

improvements, compressed air system improvements, 

HVAC

5 Top improvements are sprinklers, replacement gaskets, 

nozzles 

Renewable Energy activity in 2012

Biopower projects 5

Solar electric installations 1,243

Residential 1,112

Commercial 131

Other renewable projects 6

Wind projects 2

Hydropower projects 4

Geothermal projects --

Total 1,254

Other activity in 2012

Calls 34,752

Website visits 574,900

info@energytrust.org inquiries 1,704

Customer complaints 9

Trade ally roundtable meetings 18

 Attendance 850

News stories in print, broadcast 380
2012 Annual Report to OPUC Page 7 of 63 April 15, 2013

II BACKGROUND, MISSION AND GOALS 

A. Background

Since March 2002, Energy Trust has invested public purpose funds from utility customers so all can 

benefit from energy-efficiency improvements and renewable energy generation. Our work reduces energy 

waste, delivers the lowest cost energy resource utilities can buy to meet customer needs, and builds a 

cleaner, more sustainable energy future that helps our local and state economy. We are funded by and 

provide services to Oregon customers of Portland General Electric, Pacific Power, NW Natural and 

Cascade Natural Gas, along with NW Natural customers in southwest Washington. 

An independent 501(c)(3) nonprofit organization, Energy Trust serves the residential, commercial and 

industrial customers of our affiliated utilities. We offer information, technical assistance and financial 

incentives, motivating customers to select higher efficiency products and equipment, install and develop 

renewable energy systems, make building improvements and better manage their energy use. Our 

customers derive direct benefits from these clean energy investments and activities, often seeing 

immediate cost savings on their utility bills. 

Energy Trust’s approach to program management, design and delivery supports innovation while 

providing value for ratepayers and maintaining low administrative and program support costs. Most of our 

energy-efficiency programs are competitively bid and managed by contractors. Our Production Efficiency

program for industrial and agricultural customers and all renewable energy programs are internally 

managed by our staff. For most programs, Energy Trust leverages specialized local businesses already 

serving customers in the marketplace. Energy Trust supports and leverages a network of more than 

2,700 trade ally contractors, allied professionals and participating retailers throughout the state who are 

familiar with Energy Trust incentives and can help customers access them. This approach supports our 

region’s energy services sector and fuels green jobs within the region. 

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

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

with legal requirements set forth in our contract with the Oregon Public Utility Commission and 

consistently achieve the minimum performance measures established to guide our operations and 

results. Our inclusive and transparent approach includes open meetings and published agendas, minutes, 

evaluations, budgets and financial statements. 

Each year, in developing the next year’s budget and action plan, we establish goals for electric and 

natural gas energy savings and renewable energy generation in consultation with PGE, Pacific Power, 

NW Natural and Cascade Natural Gas. Our annual goals are linked to the integrated resource plans, or 

IRPs, established by each of our collaborating utilities and acknowledged by the OPUC.
2012 Annual Report to OPUC Page 8 of 63 April 15, 2013

B. Purpose Statement

Energy Trust provides comprehensive, sustainable energy efficiency, conservation and renewable energy 

solutions to those we serve. 

C. Vision Statement 

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

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

D. 2014 Strategic Plan Goals

1. Save 479 average megawatts of electricity

2. Save 34.7 million annual therms of natural gas

3. Produce 124 average megawatts of electricity from new renewable generation

E. Five-year Activities 2010-2014

1. Accelerate energy-efficiency investments

2. Support a variety of renewable energy technologies

3. Encourage innovative technologies

4. Support industry and business infrastructure to deliver energy efficiency and renewable energy

5. Provide excellent customer service

6. Consider overall balance and equity among programs and initiatives

7. Communicate the value of energy savings and renewable resource generation

8. Maintain an efficient, effective and transparent organization
2012 Annual Report to OPUC Page 9 of 63 April 15, 2013

III HIGHLIGHTS OF 2012 ACTIVITIES

A. General highlights

Annual results1 2

• 2012 annual results exceeded Energy Trust’s annual stretch goals for both electric and gas 

efficiency savings and exceeded the renewable energy generation conservative goal.

• Energy Trust met every OPUC performance measure in 2012. Electric and gas efficiency 

savings exceeded OPUC performance measures, along with annual levelized life-cycle costs. 

• Savings results exceeded contracted Integrated Resource Plan targets for all four 

collaborating utilities and surpassed utility-specific stretch goals for PGE, Pacific Power and NW 

Natural. Energy Trust achieved 99 percent of its stretch goal for Cascade Natural Gas. 

• Electric efficiency projects completed in 2012 saved 52.9 aMW of electricity at a levelized cost 

of 2.7 cents per kilowatt hour. This savings is 8 percent above the 2012 stretch goal and 28

percent over the conservative goal. Compared to 2011, 2012 electric savings are greater by 12

percent. At 2.7 cents per kilowatt hour, the 2012 levelized cost of obtaining such high savings 

was well within the OPUC’s performance measure of 4.4 cents per kilowatt hour.

• Gas efficiency projects completed in 2012 saved more than 5.9 million annual therms of 

natural gas3 at a levelized cost of 37 cents per therm. Gas savings exceeded the 2012 stretch 

goal by 4 percent and the conservative goal by 23 percent. Gas results for 2012 are 22 percent 

higher than 2011 gas savings. At 37 cents per annual therm, the levelized cost of 2012 gas 

savings is well within the OPUC measure of 52 cents per therm.

• Renewable energy projects achieved 5.05 aMW in new generation in 2012. This volume 

exceeds the annual conservative goal by 28 percent and is 3.4 times higher than renewable 

generation installed in 2011. A record 3.3 aMW came from solar electric projects. 

• Energy Trust maintained low administrative costs at 5.4 percent of total revenue, in full 

compliance with the OPUC performance measure of 9 percent. It obtained an unmodified 

(previously “unqualified”) financial audit opinion and strong customer satisfaction ratings in 2012, 

meeting additional OPUC performance requirements. 

• Kick-Start bonus offers to help offset declining state energy tax credits were in place for 

the first half of 2012. Activity remained strong after they were discontinued, as did the notable 

growth in EPSTM-rated new homes, suggesting some improvements in the economy.

• Strategic Energy Management initiatives continued to diversify, engage more participants 

and produce more results. Building on the success of SEM for industrial customers, this strategy 

was offered for the first time to commercial customers in 2012. 

• The OPUC approved a two-year exception to cost-effectiveness requirements requested by 

Energy Trust for several specific gas and electric measures, stemming from the low cost of 

natural gas.

 1

This document reports net savings, which are adjusted gross savings based upon results of current and past evaluations.

2

This report includes the best available energy savings data as of the date of submission. Energy savings reported here for periods 

prior to January 1, 2012, may be different than previously reported as a result of applying updated evaluation factors to Energy Trust 

funded program savings in Oregon through our annual true up process. The full True Up 2012 Report is available online at 

www.energytrust.org/library.

3

The gas savings do not include NW Natural results in Washington. These results are reported in Appendix 5, pages 53-63.
2012 Annual Report to OPUC Page 10 of 63 April 15, 2013

• The OPUC issued new rules permitting Energy Trust and its collaborating utilities (PGE, 

Pacific Power, NW Natural and Cascade Natural Gas) to revise their data sharing agreements.

The new rules allow Energy Trust and utilities to share information that will enable Energy Trust 

to better serve customers. 

• Energy Trust continued supporting pilots to test innovative financing and enhanced 

service approaches, including behavior-focused Personal Energy Reports to motivate 

homeowners to save energy, Clean Energy Works Oregon and Oregon Cool Schools, the latter 

involving collaboration with the Oregon Department of Energy.

• During 2012 approximately 2,700 Oregon and Washington trade ally contractors, allied 

professionals and retailers participated in Energy Trust’s Trade Ally Network. Three hundred 

trade and program allies were added in 2012. Attendance at quarterly roundtable meetings and 

trainings around the state continued to grow.

• In 2012 the net economic impacts of Energy Trust expenditures, energy savings and 

renewable energy generation added $230 million to the local economy, including $64 million in 

wages, $19 million in income to small businesses and employment equivalent to 1,370 full-time 

jobs lasting a year.4

Cumulative and total annual results 

• Since 2002, annual savings total 368 aMW of electricity and 28.2 million annual therms of 

natural gas, equal to 77 percent of our 2014 electric goal and 81 percent of the 2014 gas goal. 

(Totals include 21 aMW of savings from self-direct customers.)

• Since 2002, annual generation equals 110 aMW of renewable energy, approximately 88

percent of the 2014 goal of 124 aMW.

• Total electric savings and generation since 2002 represent enough clean energy to power 

nearly 370,000 Oregon homes. Total gas savings represent enough fuel to heat approximately

55,600 Oregon homes with natural gas for a year. 

• Since 2002, Energy Trust has cumulatively added $2.7 billion to the local economy, 

including $793 million in wages, $155 million in small business income and employment 

equivalent to 22,400 full-time jobs lasting a year.5

• Air quality improvements stemming from Energy Trust investments have kept more than 8.4 

million tons of carbon dioxide out of the atmosphere, the equivalent of removing nearly 1.5 million

cars from Oregon roads for one year.

B. Residential sector highlights

• Combined residential sector savings exceeded the sector’s 2012 electric stretch 

savings goal by 5 percent and met its gas savings goal.

• Residential sector savings represented 30 percent and 43 percent, respectively, of 

Energy Trust’s electric and gas savings in 2012. Nearly 17,000 new and existing homes 

received Energy Trust services in 2012. In addition, approximately 39,000 efficient heating 

equipment and other appliances were purchased in 2012, and more than 20,000 old 

refrigerators and freezers were recycled. 

 4 5 The net economic benefit of Energy Trust expenditures, savings and generation is calculated from an independent analysis by 

ECONorthwest completed in 2012.
2012 Annual Report to OPUC Page 11 of 63 April 15, 2013

• In 2012, six Personal Energy Reports were sent bimonthly to 60,000 residential 

customers served by both PGE and NW Natural, completing the second year of this 

behavior change pilot. The reports provide data on the recipient’s home and similar homes 

nearby, motivating the recipient to take energy-saving actions. 

• Recipients of the Personal Energy Reports collectively have saved more than 17 million 

kWh and 344,000 therms by reducing household energy use. Additional testing is planned in 

2013 to assess the persistence of these savings over time and to expand the offering to 

targeted Pacific Power customers with high annual usage. Average savings per participating 

household in 2012 were 184 kWh and six therms. 

• Expanded outreach to trade allies in 2012 included—in addition to quarterly roundtable 

sessions—the formation of trade ally stakeholder groups and a Home Performance with 

ENERGY STAR® conference attracting more than 100 attendees. An offer to supply compact 

fluorescent light bulbs and water conservation devices for trade allies to install in their 

customers’ homes drew 26 participating contractors, resulting in additional cost-effective 

savings at sites served by these trade allies.

Existing Homes

• Existing Homes surpassed 2012 stretch savings goals for three utilities—PGE, Pacific 

Power and NW Natural—and achieved 95 percent of the stretch savings goal for Cascade 

Natural Gas. 

• Shifting more program delivery to trade allies was a focus in 2012. Energy Trust 

increased its support for business development, cooperative marketing, equipment 

reimbursement, training and online enrollment and incentive forms. This empowered the 

program’s 560 trade allies to reach more customers at lower cost to Energy Trust. Support for 

this transition will continue in 2013.

• The program supported weatherization retrofits for approximately 8,000 homes in 2012,

including 1,650 comprehensive, whole-house retrofits through the Home Performance with 

ENERGY STAR track. Approximately 1,250 of the Home Performance retrofits were provided

through Clean Energy Works Oregon—which works with Energy Trust to demonstrate 

financing and other enhanced services for whole-home energy retrofits.6

• Key single measures driving overall savings were gas hearths, ENERGY STAR gas tank 

water heaters and ductless heat pumps. Approximately 1,200 efficient gas hearths were 

installed in 2012, compared to 1,000 in 2011. The gain is attributed to successful marketing 

through utility communications and retail point-of-sale materials. 

• Customized Energy Saver Kits were introduced in 2012, a strategy to address the 

transition from incandescent lamps to CFLs that is being accelerated by the Energy 

Independence and Security Act of 2007, which sets new federal efficiency standards for light 

bulbs, necessitating a shift toward specialty bulbs. In place of the standard kit with four CFLs 

previously in use, customers now receive a customized assortment of CFLs, specialty bulbs 

and water-saving devices based on answers to a short online questionnaire about their 

home. More than 48,000 kits were delivered in 2012.

• Online Home Energy Reviews proved popular in 2012, the first full year they were 

promoted along with in-home and phone reviews. More than 65 percent of Home Energy 

 6 Energy Trust totals vary from Clean Energy Works Oregon’s due to data entry timing.
2012 Annual Report to OPUC Page 12 of 63 April 15, 2013

Reviews in 2012 were completed through use of the online tool, reducing program costs and 

speeding customer connection to trade allies.

• Savings Within Reach, serving moderate-income homeowners, continued to grow in 

2012. Nearly 640 homes participated, a 41 percent increase over 2011. Matching incentives 

up to $1,000 per home from the Energize Clackamas initiative were a significant factor in this 

growth.

• Energy Trust supported energy-efficiency education in 331 Oregon schools during 

2012 through delivery of the LivingWise educational kits with a curriculum developed by 

Energy Trust, provided free to sixth-grade teachers. Using the curriculum, more than 20,000 

students studied energy-efficiency opportunities and installed CFLs and water-saving devices 

in their homes, resulting in corresponding energy savings. 

• The program developed a methodology and approach for an Existing Home EPS, 

working with Energy Trust’s Conservation Advisory Council and key stakeholders to design 

an energy performance rating product that maintains fuel neutrality and is technically

credible. In fall 2012, the program worked with Earth Advantage to deliver “Introduction to 

EPS” trainings to Home Performance with ENERGY STAR trade allies, and to customize the 

Earth Advantage software tool to electronically submit customer projects for Energy Trust 

paperless incentive processing.

• Existing Homes began transitioning to a new Program Management Contractor, Fluid, 

in fall 2012, following a competitive proposal solicitation and review. The transition will 

continue through Q1 2013.

New Homes and Products

• New Homes and Products achieved 80 percent and 91 percent, respectively, of its 2012 

electric and gas stretch savings goals. Results in Cascade Natural Gas territory exceeded 

stretch goal. 

• In 2012 the program supported 1,320 highly efficient new homes with EPS, an energy 

performance score developed by Energy Trust—nearly double the program goal. Thirty-nine 

percent of these homes were submitted in Q4. The total number of EPS-rated new homes 

since inception in 2009 now exceeds 3,000. 

• EPS-rated homes gained a 25 percent market share in 2012, same as in 2011, even 

though a new, more stringent code taking effect in 2012 raised energy-efficiency 

specifications by 10 percent. The slowly recovering economy gets some credit for this 

success, along with Energy Trust market support for builders and verifiers. 

• SolAire Homes built a residence in Central Oregon with a best possible EPS of zero, 

the lowest score the program has seen. The home is the first “net-zero energy” home to 

receive an EPS.

• By the end of 2012, most EPS-rated homes were scored by independent verifiers rather 

than the program. Energy Trust collaborated with NEEA to recruit and train 30 independent 

verifiers during 2012—one example of Energy Trust work to transition elements of the 

program to the market. 

• The 2012 air sealing pilot treated 340 new homes that did not participate in EPS. The 

pilot is expected to transition to a regular offering in 2013 and continue supporting insulation 
2012 Annual Report to OPUC Page 13 of 63 April 15, 2013

and drywall subcontractors to decrease the air leakage in new homes that do not pursue an 

EPS.

• Savings from efficient home products were lower than expected in 2012, reflecting a 

slowdown in CFL retail sales and the conversion by a major retailer of specialty CFLs to LED 

lamps in the last quarter of 2012. Although selling in lower volumes, LED sales accounted for 

about 8 percent of fourth quarter savings from retail lighting.

• “Carry Home Energy Savings” kits and CFLs were distributed through strategic 

collaborations. Community action agencies serving Oregonians in need distributed 

approximately 5,400 kits in 2012. In addition, PGE distributed CFLs and efficient 

showerheads through its community offices. 

• Energy Trust participated in the Western Regional Utility Network, in which utilities from 

seven states and the Bonneville Power Administration, BPA, seek to align their work with 

retail and manufacturers on point-of-sale lighting messaging, instant rebates and efficiency 

specifications for refrigerators and clothes washers. 

C. Commercial sector highlights 

• Commercial sector savings achieved 120 percent of the 2012 electric stretch savings goal and 

127 percent of the gas stretch savings goal. 

• Commercial savings represented 42 percent of Energy Trust electric savings and 42 

percent of gas savings in 2012. Approximately 4,600 sites were served during 2012, 

representing a wide variety of business types and widely dispersed locations throughout areas 

served by Energy Trust. Since 2009 commercial sector savings have more than doubled. 

• Considerable penetration into small commercial markets was achieved in 2012 across both 

commercial programs. Recognizing the potential, programs focused their offerings for smaller 

commercial enterprises by specific market type. 

• Existing multifamily sites served in 2012 is more than double the number in 2011. The 

growth is attributed to incentives paid to distributors to buy down the cost of high-efficiency 

appliances and equipment marketed to multifamily property owners and managers. 

• Programs focused on tools and training to help customers make a business case for energy 

efficiency and prioritize possible projects, supported by Program Management Contractors. 

• While the economy remains a factor for this sector, programs are gaining traction. More 

participants are returning with follow-on projects. Both Existing Buildings and New Buildings are 

employing account management with larger customers to sustain relationships and support repeat 

participation. Programs are focusing on tools and training to help customers make a business case 

for energy efficiency and prioritize possible projects.

• Energy Trust supported Oregon’s Cool Schools initiative, in collaboration with the Oregon 

Department of Energy, providing schools with audits and project assistance. Energy Trust

reached out to approximately 30 districts in 2012. Eight of these districts completed projects in 

2012, and more are expected to complete in 2013. 

• Overall, the commercial sector served 90 K-12 school facilities in 2012, and 33 additional 

school projects initiated in 2012 are scheduled to complete in 2013. 

• Energy Trust continued engagement in MPower Oregon, an on-bill financing pilot developed 

in collaboration with local, regional and national organizations. The first capital projects from this 

initiative are expected to begin during the second half of 2013. 
2012 Annual Report to OPUC Page 14 of 63 April 15, 2013

Existing Buildings

• The program met its 2012 electric stretch goal and exceeded its gas stretch goal by 38 

percent. 

• The pipeline for 2013 is stronger than ever before in the program’s history, representing 

potential savings of 50 million kWh and 1.1 million annual therms. Energy Trust attributes the 

robust pipeline to the combined effect of expanded business development outreach and 

customers’ growing confidence in a stabilizing economy. 

• Existing Building’s Kick-Start bonus attracted 1,385 projects in 2012 by offering a 20 percent 

bonus for projects enrolled by June 29, 2012, intended to help counter uncertainty about Oregon 

business energy tax credits. Savings from these projects represent 14 percent of 2012 commercial 

sector gas savings and 26 percent of annual electric savings.

• Operations and maintenance projects accounted for a growing portion of 2012 results, 26 

percent of gas savings and 6 percent of electric savings. These included rooftop HVAC unit tuneup projects, which increased by 29 percent in 2012 compared to 2011. Additional savings came 

from SEM participants. 

• In 2012, its first year, seven of the commercial SEM pilot’s nine participating companies 

completed projects, achieving combined savings of 6 million kWh and 127,000 therms. These 

results represent an average of 5 percent electric savings and 7 percent gas savings from 

behavioral and operations improvements at each site, aligning well with SEM results in the 

industrial sector. 

• A large share of activity in 2012 came from sites less than 10,000 square feet—30 percent 

of measures and 44 percent of the sites participating in Existing Buildings.

• Other important contributions to 2012 Existing Buildings savings came from Building 

Operator Certification scholarships and the Plug Load initiative, which provides incentives to 

computer manufacturers to produce more energy-efficient models of computer desktops, monitor 

and servers.

• Four projects in a comprehensive lighting pilot, managed in coordination with NEEA,

completed in 2012. The pilot offers richer incentives and helps building managers install projects 

with comprehensive upgrades to lighting and lighting controls. The four projects saved 213,000 

kWh—72 percent more savings than would have been expected had they followed the typical 

practice of incremental lighting upgrades. 

• Savings from retrofit of multifamily properties grew in 2012. Compared to 2011, electric 

savings increased 33 percent and gas savings increased 106 percent, reflecting the continued 

growth in custom opportunities identified through studies conducted in 2011. 

• High-performance showerheads and faucet aerators were installed in more than 21,000 

multifamily housing units and accounted for the majority of multifamily savings in 2012. Compared 

to 2011, the proportion of these installations declined, reflecting growth in custom track projects, 

common-area lighting and distributor incentives intended to lower appliance retail prices. 

• Relationships with major multifamily property management owners and companies, along 

with instant-savings measures, custom measures and incentives paid to distributors, resulted in 

historically high savings from multifamily projects with minimal growth in 2012 incentive 

expenditures. 
2012 Annual Report to OPUC Page 15 of 63 April 15, 2013

• The program selected a new Program Management Contractor, ICF International, in 2012. 

The transition to ICF will be complete by the end of Q1 2013. Multifamily efforts continue being 

managed by Lockheed Martin under a separate contract. 

New Buildings

• New Buildings closed the year at or ahead of stretch goals—190 percent of the program’s 

2012 stretch electric savings goal and 100 percent of its 2012 stretch gas savings goal.

• The program closed 317 projects in 2012, a 4 percent increase over 2011, and enrolled another 

385 projects for future completion. 

• Data centers were a significant source of highly cost-effective savings in 2012 and are well 

represented in the pipeline for completion in future years. In response to Oregon’s unprecedented 

growth in data centers over the past several years, New Buildings launched a data center offer 

that streamlines the process for obtaining incentives and meets the needs of projects ranging from 

office buildings using less than 10 kW to server “farms” drawing power in excess of 10 MW. 

• Small buildings represent a relatively large portion of projects and savings—85 percent of 

all projects in 2012 were small commercial buildings—accounting for 30 percent of electric 

savings (excluding small data centers) and 50 percent of gas savings. Small commercial 

buildings are 70,000 square feet or less in size; many small commercial properties served by 

Energy Trust are less than 20,000 square feet. 

• Four projects from the 2009 Small Commercial Pilot completed in 2012. Results from the

pilot informed the development of new offers described below.

• To better serve the most common types of small commercial buildings, the program 

developed and began offering market-specific packages with tiered incentives for restaurant, 

multifamily, office, school and retail buildings. The offers are comprehensive packages of 

measures with modeled savings that eliminate the need for more costly integrated design for 

small projects, which typically use a design-build approach. 

• As the economy strengthens, New Buildings is assisting a growing number of industrial 

projects. New Buildings often assists with the building shell, while Production Efficiency supports 

manufacturing processes and equipment. 

• A solar-ready initiative, designed in 2012 for launch in 2013, will help train architects and 

engineers in designing buildings for easier retrofit with solar electric and water heating systems. 

• The number of program allies has grown to 71 firms, broadening the program reach to more 

easily serve new customers. Program allies include architects, engineers, green building 

consultants, developers and others.

• New Buildings helped prepare the market to meet more stringent requirements of the 

Oregon Energy Efficiency Specialty Code and future code upgrades through work with trade and 

program ally networks and organizations such as the American Institute of Architects and 

Cascadia Green Building Council.

D. Industry and agriculture sector highlights

Production Efficiency

• Production Efficiency ended 2012 at 92 percent of its stretch electric savings goal and 76

percent of its stretch gas savings goal. Gas savings for 2012 were lower than expected because 

delays in two large gas projects moved completion into 2013.
2012 Annual Report to OPUC Page 16 of 63 April 15, 2013

• Industrial savings represented 28 percent and 15 percent, respectively, of Energy Trust’s 

electric and gas savings in 2012. Participating sites represent a broad range of industry types and 

sizes and are well distributed across the state, with strong participation from both rural and urban 

areas. 

• The number of projects completed in 2012 equaled last year’s high volume, reflecting the 

strength of the program’s increasingly diversified and streamlined, packaged offerings. Custom 

projects continued to provide the majority of the sector’s 2012 savings, representing 53 percent of 

electric and 46 percent of gas savings. Streamlined projects, delivered through trade allies, 

provided 25 percent of electric and 42 percent of gas savings. Strategic Energy Management 

initiatives provided 22 percent of electric and 12 percent of gas savings for 2012. 

• The Kick-Start bonus, offered in the first half of 2012, incented companies to quickly approve 

and begin to implement projects, despite uncertainty about state energy tax credits, by offering a 

20 percent higher payment for ordering equipment within 90 days of project approval. 

Approximately one-third of the program’s 2012 savings benefitted from this offer.

• The program has seen six years of continuous growth of savings in the high-tech sector, 

with more than 30 million kWh saved in 2012. A large part of those savings came from the first 

phase of a large new construction project, approved by the Energy Trust Board of Directors, 

which brought in more than 15 million kWh in savings in 2012. 

• The first 10 Scientific Irrigation Scheduling projects completed in 2012, helping farmers 

across the state save energy and water by using soil monitors and weather station data to 

understand evaporation rates and fine-tune irrigation. 

• In their fourth year in 2012, behavior-based SEM offerings have reached maturity, continuing 

to attract more participants and produce growing results. Industrial Energy Improvement is the 

program’s longest running SEM offering, providing year-long intensive training and technical 

support through a peer network, or cohort, model. Corporate SEM provides similar training, 

technical support and incentives and is delivered one-on-one. The Core Improvement pilot is a 

scaled version of IEI for smaller industries. 

- Eight manufacturers participating in the fourth IEI cohort—ranging from metal producers 

to wastewater treatment facilities—secured more than 16 million kWh and over 80,000 

annual therms. Direct savings from IEI derive from low- and no-cost operational changes, 

while additional savings are expected from an improvement in customers’ motivation and 

execution of larger projects. A preliminary analysis of the first two years of IEI (2009 and 

2010) suggests participating sites doubled the number of capital energy-efficiency projects 

implemented after completion of the effort compared to prior years. 

- Corporate SEM served six sites in 2012. Corporate SEM is well suited for larger sites 

located in areas of the state that lack the critical mass of participants for a cohort based 

approach, or for single companies with multiple sites seeking to create their own smaller 

cohort. 

- The first cohort of the Core Improvement pilot enrolled 12 small to mid-sized industries

during the fall. During the recruitment process, another 15 companies expressed strong 

interest in participating in the next cohort tentatively planned for 2013. In addition to the 

operations and maintenance savings some participants are already seeing, several capital 

projects have spawned from the first cohort. Energy Trust is one of the first in the nation to 

offer SEM for small manufacturing.
2012 Annual Report to OPUC Page 17 of 63 April 15, 2013

- Semiannual Breakfast of Champions events helped create a learning community

among current and former participants in SEM offerings. The Breakfast of Champions brings 

together energy champions and executive sponsors from more than 40 companies for 

ongoing training, networking and peer-to-peer coaching. These events help keep participants 

focused on their SEM programs, deepen their understanding of SEM practices and provide 

new ideas for continuous energy improvement. 

• Drawing upon results of the sector’s first market research study, in 2012 the program 

implemented a detailed plan to increase participation and savings by improving ongoing 

communication between the program and participants, including:

- Distributed the first two issues of a quarterly customer e-newsletter, The Champion, to 

2,500 program participants and others. The newsletter provides information about program 

changes, new opportunities, technical updates, a calendar of training events, customer 

success stories and project case studies. The Champion had high open and click-through 

rates and engaged readers as distant as Europe and China.

- Expanded communication generally, recruited customer champions as speakers at events 

and trainings, and leveraged customer referrals to help drive participation among other 

industries. 

- Co-sponsored the second annual Oregon Leaders Awards for industrial energy 

efficiency with the Oregon Department of Energy, NEEA and BPA. 

• Energy Trust continued its collaboration with the Oregon Association of Clean Water 

Agencies, ACWA, to educate wastewater treatment staff on SEM practices and promote energy 

independence, including efficiency and renewable energy opportunities. 

E. Renewable energy highlights

• The preliminary 2012 annual total of 5.05 aMW in new generation exceeds the annual 

conservative goal by 28 percent—and is 3.4 times higher than 2011 renewable energy 

generation. 

• A record 3.29 aMW of 2012 installed generation came from solar electric projects—both 

from large-scale installations with power purchased by utilities and from standard residential and 

commercial systems. More than 5,000 solar electric systems have been installed with Energy 

Trust support since 2003. 

• The sector utilizes a portfolio approach and manages limited funding to support a range of 

technologies. This approach allows the sector to remain flexible enough to respond to changing 

markets and pursue successful projects.

• Two requests for proposals were issued in 2012 for non-solar projects in Pacific Power

territory. Two projects from the first RFP received funding commitments. No viable proposals 

resulted from the second RFP.

• In 2012 Energy Trust committed funding for 1.12 aMW of generation from 85 projects

expected to complete in 2013 and beyond. 

• Energy Trust provided project development assistance to 18 projects across the range of 

non-solar technologies in 2012. The funding was used for feasibility studies, grant-writing, 

permitting and project design.

• OPUC, in collaboration with Energy Trust, developed a multifaceted renewable energy 

performance metric for 2013.
2012 Annual Report to OPUC Page 18 of 63 April 15, 2013

Solar

• In 2012 1,240 standard solar projects received an Energy Trust incentive, resulting in 10 

percent more new generation than in 2011—even though Energy Trust’s average solar incentive 

rate dropped by 45 percent. 

• Three large ground-mounted solar projects were completed in 2012:

- The 1.8 MW Baldock project, sponsored by the Oregon Department of Transportation and 

located at an I-5 rest area near Wilsonville, provides power to PGE.

- The 5.7 MW Outback project in Lake County generates power for PGE.

- The 2.6 MW Black Cap project, also in Lake County, produces power for Pacific Power. 

• Community-led bulk buy projects featured less prominently in 2012 compared to 2011 and 

2010. There were 517 bulk-purchase installs in 2010, 315 in 2011 and 243 in 2012. 

• Meanwhile, the number of residential third-party owned systems grew to 55 percent of 

residential systems installed, compared to 38 percent in 2011 and none in 2010. In this model, a 

third-party business owns and maintains solar electric systems on residential rooftops. 

Homeowners lease the systems and receive the energy benefit, while the business receives the 

lease payments, tax credits and depreciation. 

• Another financially focused model, a production-based incentive, is administered by Oregon 

investor-owned electric utilities and permits a limited number of customers to be paid directly for 

solar generation, without support from Energy Trust. Energy Trust helps customers understand 

this option through information on the website and monitors projects in this program to assure 

they do not receive Energy Trust incentives. 

Biopower 

• Dairy gas biopower moved forward in 2012. Energy Trust supported Revolution Energy 

Solutions projects at two dairies in the Willamette Valley. 

• Municipal wastewater treatment facilities increasingly turned to biopower and are a key 

market segment for the Biopower program. With support from Energy Trust, Medford and 

Pendleton installed biogas generation at their wastewater treatment plants in 2012. Pendleton 

accepts grease trap waste from the surrounding area to augment the fuel from its treatment plant. 

• Energy Trust partners with ACWA in reaching out to municipal wastewater treatment

managers. The collaboration has borne fruit. In Oregon,10 out of 28 wastewater treatment plants 

use anaerobic digestion for electricity production, including three supported by Energy Trust, 

while nationally only one in 10 do so. 

• A demonstration of a wood waste gasifier, which creates synthetic gas from biomass without 

combustion, was installed in Wallowa County, in combination with an organic Rankine cycle 

power generator. 

• Commitments were made in 2012 to 0.69 aMW of new biopower generation in future years. 

In addition, Energy Trust expects 2.32 aMW of generation from biopower projects receiving 

commitments in past years but not completed as of the end of 2012.

• Energy Trust hosted a Biogas Working Group meeting in April. This was a valuable 

opportunity for different market players to share their successes and challenges and to learn 

about business opportunities in the biogas community. 
2012 Annual Report to OPUC Page 19 of 63 April 15, 2013

Other Renewables

• The Small Wind offering underwent several significant changes in 2012 designed to improve 

the ability to predict system performance and to encourage optimal turbine siting and hub height. 

Incentives were refocused on higher production, not capacity.

• Although the redesign was underway, two small wind projects completed in 2012 totaling 

30 kW in capacity. Both were installed in PGE service territory and are owned by small 

agricultural producers.

• Outreach to prospective small wind turbine customers—on hold during program 

revisions—restarted by the end of the year with a series of Energy Trust wind seminars in windprone locations like Pendleton and Coos Bay, and Energy Trust presence at several farm fairs. 

• Energy Trust collaborated with similarly focused organizations across the country to form 

the Interstate Turbine Advisory Council, which has issued a unified list of certified and proven 

small wind turbines eligible for incentives.

• The hydropower initiative supported four projects that completed in 2012: a small project on 

an Eastern Oregon ranch, a municipal water project and two projects at irrigation district sites. 

• New commitments were made in 2012 for projects that will produce 0.98 aMW of new 

generation when completed in future years, including a geothermal electric project at the Oregon 

Institute of Technology campus in Klamath Falls. An additional 0.35 aMW of power will be 

generated by yet-to-complete projects with earlier commitments. 
2012 Annual Report to OPUC Page 20 of 63 April 15, 2013

IV REVENUES AND EXPENDITURES

• Received $144.8 million in Oregon public purpose and incremental revenues during 2012. 

• Invested $154.1 million (including carryover funds from prior years), 11 percent more than in 

2011. Of this amount, $90.8 million, or 59 percent, was for incentives.

• Paid $90.8 million in incentives for energy-efficiency and renewable energy projects.

A. Revenues

Oregon Energy Trust revenues for 2012 were below budget by $9.3 million, or 6 percent. Most of the 

shortfall is in gas and indicates the lower cost of gas, which is reflected in rates and therefore in public 

purpose revenues.

Source Annual Actual Revenues Annual Budgeted Revenues

Portland General Electric $ 36,153,224 $ 34,426,653

PGE Incremental $ 39,630,039 $ 42,722,373

Pacific Power $ 25,168,039 $ 26,790,600

Pacific Power Incremental $ 23,533,277 $ 24,891,198

Cascade Natural Gas $ 1,369,612 $ 2,936,997

NW Natural $ 17,375,847 $ 18,983,061

NW Natural Industrial DSM $ 1,614,516 $ 3,420,205

Total $ 144,844,553 $ 154,171,087

*Incremental revenues are those authorized under SB 838 to support capturing additional cost-effective energy efficiency savings.

B. Expenditures

Electric efficiency spending was below budget by $14.6 million for 2012, or 12 percent. Gas expenditures 

for 2012 were $2.6 million, or 10 percent, below budget. Savings results for 2012 were greater than the

budget had assumed, while the cost per unit saved was below budget assumptions. Renewable energy 

program spending was $0.8 million, or 4 percent, below budget for the year.

Type Actual Annual Expenditures Annual Budgeted Expenditures

Energy Efficiency Programs $ 127,170,657 $ 143,927,826

Renewable Energy Programs $ 21,817,901 $ 22,642,985

Administration $ 5,135,474 $ 5,682,716

Total $ 154,124,032 $ 172,253,527
2012 Annual Report to OPUC Page 21 of 63 April 15, 2013

Source Actual Annual Expenditures Annual Budgeted Expenditures

Portland General Electric $ 82,558,328 $ 92,410,385

Pacific Power $ 46,489,608 $ 52,138,735

Cascade Natural Gas $ 1,912,771 $ 2,686,656

NW Natural $ 21,258,786 $ 22,156,478

NW Natural Industrial DSM $ 1,904,540 $ 2,861,273

Total $ 154,124,032 $ 172,253,527

C. Incentives paid

Quarter PGE

Pacific 

Power NW Natural

Cascade 

Natural Gas PGE

Pacific 

Power

Q1 $ 4,157,072 $ 3,968,024 $ 1,680,134 $ 102,078 $ 3,879,801 $ 1,172,015 $14,959,123

Q2 $ 6,555,714 $ 4,272,000 $ 2,580,331 $ 129,716 $ 2,431,195 $ 1,042,570 $17,011,526

Q3 $ 6,211,712 $ 2,969,153 $ 2,296,724 $ 158,309 $ 1,884,030 $ 833,089 $14,353,018

Q4 $ 19,702,000 $ 9,509,360 $ 5,922,672 $ 682,248 $ 6,518,700 $ 2,096,974 $44,431,955

Total $ 36,626,498 $ 20,718,537 $ 12,479,862 $ 1,072,350 $ 14,713,726 $ 5,144,648 $90,755,622

Energy Efficiency Renewable Energy

Total
2012 Annual Report to OPUC Page 22 of 63 April 15, 2013

V SAVINGS AND GENERATION

A. Electric efficiency savings

In 2012, electric efficiency programs saved 52.9 aMW, 8 percent above Energy Trust’s 2012 stretch goal

of 49 aMW. From 2002 through 2012, these programs have achieved total annual savings of 368 aMW,

including 21 aMW of savings from self-direct customers—representing 77 percent of Energy Trust’s 

strategic 2014 goal.

7 This is equivalent to powering 285,450 Oregon homes for a year. The 52.9 aMW

were acquired at a levelized cost of 2.7 cents per kilowatt hour.

PGE Pacific Power

aMW aMW

Commercial 12.97 9.11 22.08 $ 46,055,710 2.6 ¢ 

Industrial 9.28 5.41 14.70 $ 26,237,111 2.6 ¢ 

Residential 9.98 6.11 16.09 $ 34,185,277 3.0 ¢ 

Total Electric Efficiency Programs 32.23 20.63 52.86 $106,478,099 2.7 ¢ 

2012 Electric Efficiency Savings

Total Savings 

aMW Expenses

Levelized 

Cost/kWh

B. Gas efficiency savings

In 2012, gas efficiency programs saved 5.9 million annual therms of natural gas, 4 percent more than

Energy Trust’s 2012 stretch goal of 5.7 million annual therms. Since gas programs began in 2003, total 

annual savings of 28.2 million annual therms have been realized, accounting for 81 percent of the 2014

goal of 34.7 million annual therms. This is equivalent to providing gas heat to about 55,600 homes for a 

year. The 5.9 million annual therms were acquired at a levelized cost of 37 cents per therm.

NW Natural

Cascade 

Natural Gas

Therms Therms

Commercial 2,315,126 161,154 2,476,280 $ 9,084,321 34 ¢ 

Industrial 758,325 121,062 879,387 $ 1,879,381 25 ¢ 

Residential 2,411,197 148,853 2,560,050 $ 14,112,395 44 ¢ 

Total Gas Efficiency Programs 5,484,647 431,070 5,915,717 $ 25,076,096 37 ¢ 

2012 Gas Efficiency Savings

Total Savings 

Therms Expenses

Levelized 

Cost/Therm

C. Renewable energy generation 

Renewable energy generation totaled 5.05 aMW for the year, exceeding Energy Trust’s 2012 

conservative goal of 3.9 aMW by 28 percent. Results for 2012 are 3.4 times higher than new generation 

from 2011. To date, annual renewable energy generation from 2002 through 2012 totals 110 aMW, or 88

percent of the 2014 generation goal of 124 aMW.

8 This is equivalent to powering 84,550 Oregon homes 

for a year. 

 7 Savings from self-directed efficiency projects count toward the goal of achieving 479 aMW of electric savings by 2014. To date, 21

aMW of savings have been achieved by large commercial and industrial customers via self-directed funding. Electric savings also 

include transmission and distribution savings. 

8 Renewable energy generation numbers include transmission and distribution savings, where appropriate. 
2012 Annual Report to OPUC Page 23 of 63 April 15, 2013

Biopower 0.34 0.98 1.32 $ 1,714,204 1.2 ¢ 

Solar Electric Program 2.32 0.97 3.29 $ 19,202,942 5.4 ¢ 

Other Renewable Programs 0.00 0.43 0.44 $ 1,652,691 3.5 ¢ 

Total Renewable Programs 2.66 2.39 5.05 $ 22,569,837 4.2 ¢ 

2012 Renewable Energy Generation

Total 

Generation 

aMW Expenses

Levelized 

Cost/kWh

Pacific Power 

PGE aMW aMW

D. Progress toward annual efficiency goals by fuel type 

Goal % Achieved

2.7 ¢ Conservative 41.45 aMW 128%

per KWh

Stretch 48.77 aMW 108%

37.3 ¢ Conservative

4,828,295 

therms 123%

per therm

Stretch

5,680,346 

therms 104%

Natural Gas $25,076,096 5,915,717 

therms

Expenditures Savings

Levelized 

cost

Energy Trust Annual Goal

Electric $106,478,099 52.86 aMW
2012 Annual Report to OPUC Page 24 of 63 April 15, 2013

E. Progress toward annual efficiency goals by utility

Goal % Achieved Goal

% 

Achieved 

26.77

aMW

31.50

aMW

14.68

aMW

17.27

aMW

4,457,803

therms

5,244,474

therms

370,492

therms

435,872

therms

Conservative

Stretch

Conservative

Stretch

Conservative

102%

141%

119%

123%

105%

Cascade 

Natural 

Gas

$1,912,771 117% 431,070

therms

38.8 ¢

Per therm

368,445

therms

116%

99%

Conservative

Stretch

NW Natural $23,163,325 130% 5,484,647

therms

37.1 ¢

Per therm

4,221,268

therms

Stretch

Pacific 

Pow er $40,152,835 135% 20.63

aMW

2.6 ¢

Per kWh

15.33

aMW

Annual IRP Goal

Portland 

General 

Electric

$66,325,264 32.23 26.11 123%

Expenditures Savings

Levelized 

Cost

Energy Trust 2012 Annual Goal

aMW

2.8 ¢

Per kWh aMW

120%

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

Energy Trust will complete an analysis of the allocation of 2012 savings and related costs to SB 1149 vs 

SB 838 funding sources, along with the summary of SB 838 expenditures by utility, in summer 2013. We 

will then issue an addendum to the 2012 Annual Report with three SB 1149 and SB 838 tables:

1. 2012 SB 1149 savings and costs (total and by sector)

2. 2012 SB 838 savings and costs (total and by sector)

3. 2012 SB 838 utility expenditures (total and by utility)

As in past years, Energy Trust has engaged a third party to review energy consumption data provided by 

utilities and determine whether a project should be funded by SB 1149 (all sites using electricity from 

PGE or Pacific Power are eligible) or SB 838 (limited to sites using less than one average megawatt 

annually). In future years, with the benefit of access to utility data permitted under the new 2012 datasharing rules and subsequent Energy Trust-utility agreements, we will be able to perform this analysis 

internally. 

See Appendix p. 41 for a report prepared by Pacific Power on utility activities funded 

through SB 838. See Appendix p. 47 for a report on the same topic prepared by PGE.
2012 Annual Report to OPUC Page 25 of 63 April 15, 2013

VI 2012 PERFORMANCE MEASURES

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

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

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

level. This allows Energy Trust to pursue different program strategies in the residential, commercial and

industrial sectors as market forces and technological advances change.

The following OPUC minimum performance measures apply to Energy Trust 2012 results.

Electric Efficiency Performance Targets

• Electricity efficiency savings of at least 41 aMW in 2012

Exceeded, with 52.9 aMW saved in 2012 

• Levelized life-cycle cost should not exceed 4.4 cents per kWh

Well within requirement, with 2012 average levelized life-cycle cost = 2.7 cents per kWh

Natural Gas Efficiency Performance Targets

• Natural gas efficiency savings of at least 4.5 million annual therms in 2012

Exceeded, with 5.9 million annual therms saved in 2012

• Average levelized life-cycle cost should not exceed 52 cents per therm

Well within requirement, with 2012 average levelized life-cycle cost = 37 cents per therm

Renewable Energy – no renewable energy metric for 2012

Financial Integrity

• Receive an unqualified financial opinion from an independent auditor on annual financial 

statements

Full compliance, with an unmodified (unqualified) financial audit opinion for 2012

Administrative/Program Support Costs

• Keep administrative and program support costs9 below 9 percent of annual revenues

Well within requirement, with 2012 administrative and program support costs at 5.4 percent of

annual revenues

 9 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.
2012 Annual Report to OPUC Page 26 of 63 April 15, 2013

Customer Satisfaction 

• Demonstrate greater than 85 percent satisfaction rates for:

- Interaction with program representatives

- Overall satisfaction 

Energy Trust calculated customer satisfaction from telephone surveys of participants soon after 

project completion. Results for major programs are averaged to determine satisfaction rates. This 

analysis determined a 94 percent satisfaction rate for interaction with program representatives 

and a 91 percent overall satisfaction rate. See Appendix p. 39. 

Benefit/Cost Ratios 

• Report benefit/cost ratios for larger conservation acquisition programs for 201210

Program

Combined Utility System 

Benefit/Cost Ratio

Combined Societal 

Benefit/Cost Ratio

New Homes and Products 1.8 2.0

Existing Homes 2.2 1.8

Existing Buildings 2.4 1.7

New Buildings 3.5 2.5

Production Efficiency 3.0 2.0

NEEA 3.7 1.2

 10 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. Cost-effective programs therefore have a ratio 

greater than 1.0. 
2012 Annual Report to OPUC Page 27 of 63 April 15, 2013

APPENDIX 

Energy Trust Program Descriptions

Existing Buildings. Helping the wide range of businesses in existing commercial buildings manage their 

energy costs requires an equally broad selection of technical services and financial incentives. Existing 

Buildings offers incentives for improvements including lighting, HVAC, controls, boilers, solar water 

heating, foodservice equipment and insulation, as well as customized solutions and operations and 

maintenance improvements. Technical services include energy surveys, project planning and technical 

analysis, contractor referrals, project facilitation and post-installation assistance. Portions of the program 

are offered to NW Natural customers in Washington. Existing Buildings began in 2003 and was 

implemented in 2012 by Lockheed Martin Services, Inc. 

Multifamily property managers have a menu of offerings for financial and service incentives for both inunit and common-area improvements. Technical services include direct-installs of compact fluorescent 

light bulbs and faucet aerators in the tenant spaces, energy surveys and custom incentive solutions, as 

well as cash incentives for common-area lighting, appliances, insulation, windows and HVAC. Multifamily 

moved to the commercial sector in 2010 and was implemented in 2012 by Lockheed Martin Services, Inc. 

New Buildings. This program provides incentives for energy-efficient design and equipment to support 

construction of high-performance commercial new buildings and major renovations of all sizes and types 

of buildings. Participants can leverage a comprehensive set of services and incentives. These include 

early design and energy modeling assistance and a wide array of standard and customized equipment 

incentives, including modeled savings incentives for whole-building approaches. Incentives are offered for 

projects that achieve Leadership in Energy and Environmental Design (LEED) certification or save energy 

in excess of the 2010 Oregon Energy Efficiency Specialty Code requirements. Pilot efforts in 2012 

supported net-zero energy design and small commercial projects, and led to developing simple, 

streamlined “good, better, best” incentive packages for small retail spaces, offices, schools, multifamily 

properties, groceries and restaurants. Post construction, Energy Trust can help cover costs of earning 

ENERGY STAR® certification. New Buildings began in 2003 and is implemented by Portland Energy 

Conservation, Inc.

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

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

weatherization; electric, gas and solar water heaters; and heating equipment. The program supports 

market-based Home Performance with ENERGY STAR, a diagnostic assessment conducted by Building 

Performance Institute-certified contractors, and Savings Within Reach, designed to provide greater 

assistance for moderate-income homeowners. The program offers a web-based home energy profile for 

residential customers, as well as phone-based and in-home energy reviews. Customized Energy Saver 

Kits may be ordered online. The program is testing behavior change strategies through a pilot sending

quarterly Personal Energy Reports to a sample of customers. Existing Homes supports referrals to Clean 

Energy Works Oregon, an initiative offering financing and repayment options for comprehensive home 

retrofit projects. Portions of the program are offered to NW Natural customers in Washington. Existing 
2012 Annual Report to OPUC Page 28 of 63 April 15, 2013

Homes has been offered since 2003. The program was implemented in 2012 by Conservation Services 

Group. 

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

Oregon by creating homebuyer demand and training the contractors who build them. Qualified new 

homes Energy Trust supports receive an EPSTM rating. EPS is an energy performance score useful in

guiding homebuyers, just as a miles-per-gallon rating helps consumers shop for cars. New 

Homes provides builders with tiered incentives tied to increased efficiency levels and incentives for 

integrating solar. In addition to builders, the program works with architects and real estate professionals, 

and encourages the sale of energy-efficient manufactured homes by local retailers. Products offers 

include cash incentives for purchase of ENERGY STAR qualified clothes washers, refrigerators, freezers, 

lighting and showerheads, and for the recycling of old refrigerators and freezers. The program also 

promotes the Change a Light, Change the World CFL fundraiser for schools and nonprofits, provides

energy-saving kits to food pantries to deliver to their clients, and distributes showerheads through water 

bureaus and districts throughout the state. Portions of the program are offered to NW Natural customers 

in Washington. New Homes and Products began in 2004 and is implemented by Portland Energy 

Conservation, Inc.

Production Efficiency. Industrial and agricultural businesses of all types and sizes look to Production 

Efficiency for technical services and cash incentives to help them identify and implement electric and 

natural gas energy-efficiency projects and practices. Energy Trust engages highly skilled industrial energy 

engineers to advise Oregon businesses on how to make the most of opportunities to reduce energyrelated operating costs while improving productivity, product quality and environmental performance. The 

program works closely and consultatively with industries long-term, helping these businesses employ best 

practices and continuously improve their energy performance. Production Efficiency began in 2003 and is 

managed internally. 

Solar Electric. This program helps homeowners, businesses and governments supplement their 

electricity needs with on-site solar generation. The program provides cash incentives for net-metered 

solar electric installations, educates consumers about solar purchasing and financing options and 

ensures high-quality installations through design review and verification. When additional funds are 

available, the program also supports custom, large-scale solar projects. The program aims to develop a 

long-term, stable market for solar in Oregon by building consumer awareness, sponsoring technical 

training for the trades and supporting state and local efforts to reduce costs and streamline permitting 

practices for solar. Solar Electric began in 2003 and is managed internally.

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

technical assistance and other support for projects that generate electric power from organic residues. 

Eligible fuels include biogas from sewage treatment facilities, food processing and agriculture, and the 

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

urban wood waste; landfill gas; and dedicated energy crops available on a renewable basis. The goal of 

the program is to expand Energy Trust’s portfolio of biopower projects and to improve market conditions 

for the development of these projects. Biopower began in 2005 and is managed internally. 
2012 Annual Report to OPUC Page 29 of 63 April 15, 2013

Other Renewables. This program provides support for renewable energy projects that generate 

electricity using wind, hydropower and geothermal technologies. The program provides custom incentives 

for projects with generating capacities of 20 megawatts or less and a standard incentive program for 

small wind systems up to 50 kilowatts in capacity. Custom incentives are calculated after a thorough, 

multi-disciplinary technical and financial review of project applications. To ensure projects are well 

executed, incentives are paid upon successful project completion and inspection. In addition to 

incentives, the program offers various kinds of project development assistance for the early stages of 

projects. This includes financial and technical assistance for feasibility studies, resource characterization, 

site assessments, anemometers, grant-writing, initial design, permitting and interconnection cost 

development. The goal of the program is to expand Energy Trust’s renewable energy portfolio across a 

range of technologies and to improve market conditions. Other Renewables started in 2003 and is 

managed internally. 

Northwest Energy Efficiency Alliance. NEEA is a nonprofit organization working to maximize energy 

efficiency to meet our future energy needs. In 2012, Margie Harris, Energy Trust executive director, 

served as vice chair of the NEEA board of directors. Beginning mid-year, she stepped in as acting chair to 

fill a vacancy. NEEA is supported by and works in partnership with Bonneville Power Administration, 

Energy Trust and more than 100 Northwest utilities for the benefit of more than 12 million energy 

consumers. NEEA uses the market power of the region to accelerate innovation and adoption of energyefficient products, services and practices. NEEA has delivered market transformation savings under 

contract to Energy Trust since 2002. 
2012 Annual Report to OPUC Page 30 of 63 April 15, 2013

NW Natural Industrial Demand-side Management Program 

Since 2009, Energy Trust has provided service to NW Natural’s Schedule 31 and 32 non-transport 

customers, funded through a special rate adjustment mechanism rather than through the public purpose 

charge. Program costs and therm savings for these customers in 2012 are included in the body of this 

annual report as a portion of NW Natural savings and reported separately below.

Program/Customer Type

2012 Annual Therms 

Saved 2012 Expenditures 2012 Levelized Cost

Production Efficiency 625,287 $ 1,158,969 22.9 ¢

Existing Buildings 275,501 $ 620,472 21.8 ¢

New Buildings 63,895 $ 125,099 14.5 ¢

Grand Total 964,683 $ 1,904,540 21.4 ¢
2012 Annual Report to OPUC Page 31 of 63 April 15, 2013

2012 Energy Trust of Oregon Board of Directors 

PRESIDENT—John Reynolds, Eugene, is a professor of architecture emeritus at the University of 

Oregon and a fellow of the American Institute of Architects. 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, president of Solar Energy Association of Oregon 

and member of the board of the International Solar Energy Society. He has served on the Oregon 

Alternate Energy Commission and the Energy Committee of the Building Codes Structures Board. John 

has served as president since 2008 and has served on the board since Energy Trust’s inception 11 years 

ago. 

VICE PRESIDENT—Debbie Kitchin, Portland, is the co-owner of InterWorks LLC, a construction 

company engaged in commercial tenant improvement and renovation and residential remodeling 

services. InterWorks is an award-winning contractor specializing in sustainable building practices. Prior to 

joining the family business in 1996, Debbie served as senior economist for the Northwest Power Planning 

Council for 15 years and was a regional economist for the Bonneville Power Administration for three 

years. Debbie is treasurer of the Portland Business Alliance, vice president of the Central Eastside 

Industrial Council and a board member of the Portland Building Owners and Managers Association. She 

is a past president of the Portland Commercial Real Estate Women. This is Debbie’s second term as vice 

president.

SECRETARY—Rick Applegate, Portland, is the principal at Applegate Consulting, specializing in natural 

resource policy, environmental banking and restoration, strategic planning and facilitation. During the 10 

years he served as Portland Harbor Superfund administrator for the City of Portland, Rick was 

responsible for coordinating the city’s work on the lower Willamette River clean up. He served as 

administrative assistant and in senior legislative positions in the U.S. Senate and House of 

Representatives. Since then he has worked for more than 30 years on energy and environmental issues, 

principally as an advocate for salmon and their watersheds. He was the fish and wildlife director for the 

Northwest Power Planning Council, West Coast conservation director for Trout Unlimited, assistant 

regional administrator of the Habitat Conservation Division and senior policy advisor at the National 

Oceanic and Atmospheric Administration’s National Marine Fisheries Service. He was the chair of the 

U.S. Southern Stakeholders Pacific Salmon Treaty Negotiations and a member of the Pacific Northwest 

Comprehensive Energy Review. Rick has served as secretary since November 2011. 

TREASURER— Dan Enloe, Portland, is supply chain manager at Intel Corporation in Hillsboro, where he 

has worked in varying capacities since 1984. Prior to 1984, he was on active duty in the U.S. Navy and 

served as a nuclear submarine officer. Since leaving active duty, he served with the Naval Reserve,

completed six reserve command tours and retired as a captain in 2009. He is a member of the Naval 

Reserve Association, the American Legion and the Navy League. A graduate of the U.S. Naval Academy 

with a degree in electrical engineering, Dan holds two patents. Dan has served as treasurer since 

November 2011.

Joe Benetti, Coos Bay, is a long-time restaurant owner and civic leader. He is chair of the Southwest 

Oregon Regional Airport Commission and a board member and past chair of the Oregon Restaurant and 
2012 Annual Report to OPUC Page 32 of 63 April 15, 2013

Lodging Association. He served three terms as mayor of Coos Bay, 12 years as a Coos Bay city councilor 

and six years as city council chair. In other public service positions, Joe served on and chaired the Coos 

Bay-North Bend Promotions Committee, the Coos Bay Urban Renewal Agency and the Coos County 

Urban Renewal Agency. He also has served on the executive board of the Bay Area Chamber of 

Commerce and currently represents the airport commission on that board. His restaurant, Benetti’s Italian 

Restaurant, is located on South Broadway in Coos Bay. 

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

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

fundraising effort, The Campaign for OSU, by matching their research and employment needs with 

internationally recognized researchers and high-achieving OSU students. Previously, she spent 17 years 

as the energy lobbyist for Associated Oregon Industries, Oregon’s largest business advocacy 

organization, including during the period of time when SB 1149 was negotiated and enacted. 

Ken Canon, Myrtle Creek, founded in 1981 the Industrial Customers of Northwest Utilities, a regional 

trade association focused on electric energy issues. Since retiring from that role in 2005, Ken chaired a 

committee that examined the performance of the Northwest Energy Efficiency Alliance and also managed 

the Northwest Energy Efficiency Task Force. Earlier in his career, while working for Associated Oregon 

Industries, he drafted and helped enact Oregon’s Business Energy Tax Credit. Later, he helped 

implement a comprehensive energy-efficiency program at an International Paper mill. He has a long 

history of organizing, managing and advising nonprofit organizations. Applying his expertise to residence, 

Ken built the first ENERGY STAR® home in Douglas County. Ken, a life-long Oregonian, was born and 

raised in Medford and graduated from Southern Oregon University and Willamette University College of 

Law. 

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

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

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

global, national and state greenhouse gas and carbon dioxide issues. He served as legal counsel and 

energy program director of the Citizens' Utility Board of Oregon from 1994 - 2008. At CUB, he 

represented residential consumers in numerous rate cases and policy dockets before the Oregon Public 

Utility Commission. He has co-authored legislation related to electric utility operations and to climate 

change, including the Oregon Renewable Energy Act and the Climate Change Integration Act, both of 

2007. He is an adjunct professor at Lewis and Clark Law School and the University of Oregon School of 

Law. Prior to joining CUB, he was an attorney with the U.S. Department of Agriculture, Office of General 

Counsel, and served an appointment as a special assistant U.S. attorney. He received his law degree 

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

and Natural Resources Program and the Ocean and Coastal Program. He received his Bachelor of Arts 

degree from the University of Chicago. Jason resigned from the board in May 2012 after accepting a 

position with the OPUC.

Roger Hamilton, Eugene, is a consultant with Western Grid Group, an organization that promotes 

transmission access for renewable energy projects across the West. He also consults with The Resource 

Innovation Group on climate change adaptation and mitigation. 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 
2012 Annual Report to OPUC Page 33 of 63 April 15, 2013

commissioner, an advisor on energy and watersheds to Governor John Kitzhaber and an Oregon Public 

Utility commissioner. He has also served on the Oregon State Parks Commission and the National 

Association of Public Utility Commissioners. He currently serves on the board of directors of the 

Regulatory Assistance Project.

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 her 

service for Energy Trust. Julie resigned from the board in March 2012. 

Anne Haworth-Root, Medford, is co-owner and general manager of EdenVale Winery and Eden Valley 

Orchards, a destination winery, historic pear orchard and events center in southeast Medford. A second 

tasting room called Enoteca is located in Ashland. An award-winning entrepreneur, she developed the 

concept and helped found the Oregon Wine and Farm Tour, an agritourism coalition of Southern Oregon 

wineries, historic farms and specialty food and cheese companies. Haworth-Root is a graduate of 

Southern Oregon University, where she was student body president and chair of the Oregon Student 

Lobby. She pursued postgraduate studies in the Master of Commerce program at Wollongong University 

in Australia. 

Mark Kendall, Salem, has more than 33 years of experience in energy management and renewable 

resource development in Oregon. Prior to founding his own consultancy, Kendall Energy, in 2009, he 

spent 19 years with the Oregon Department of Energy working in commercial and industrial energy 

management policy, including serving as the governor’s appointee to the Northwest Energy Efficiency 

Alliance board from 2001-2006. Before working for the state, he spent 11 years with the Eugene Water 

and Electric Board. He also served on the Oregon Low Carbon Fuel Standard Advisory Committee, and 

facilitated the 2009 Industrial Greenhouse Gas Reduction subcommittee of the Oregon Global Warming 

Commission. He received his bachelor’s degree from Linfield College with an emphasis in 

communications and energy management, and his master’s degree in organizational development from 

the Leadership Institute of Seattle City University. When Jason Eisdorfer resigned from the board in May 

2012 after accepting a position at the OPUC, Mark was elected to the board in August 2012 to serve the 

remainder of the three-year term, which will expire in February 2015.

Jeff King, Portland, has a long history in the energy industry, including more than 25 years with the 

Northwest Power and Conservation Council. At the council, Jeff analyzed issues associated with the 

development and operation of electric power generation resources; prepared the council’s forecasts of 

regional power prices, generation development and carbon dioxide production; and staffed the Northwest 

Wind Integration Forum. While at the council, Jeff engaged with utilities, government agencies, power 

project developers and public interest groups, including service as the council’s representative on the 

Energy Trust Renewable Energy Advisory Council. Prior to his position at the council, Jeff worked as a 

staff engineer at the U.S. Department of Energy Pacific Northwest Laboratories. Following retirement, Jeff 

continues part-time consulting on energy related issues. Jeff joined the Energy Trust Board of Directors 

in 2011. 

Alan Meyer, Salem, is director of energy management for Weyerhaeuser Company, a diversified forest 

products manufacturing company. He is responsible for coordinating energy management activities at 
2012 Annual Report to OPUC Page 34 of 63 April 15, 2013

numerous manufacturing facilities throughout North America. Prior to joining Weyerhaeuser, he was 

director of energy for Willamette Industries, holding similar responsibilities. He also worked for PacifiCorp 

as the Oregon large industrial accounts manager. He serves on the board of directors of Industrial 

Customers of Northwest Utilities, a nonprofit advocacy organization focused on energy policies. He has 

also served for more than 20 years on the City of Salem Morningside Neighborhood Association board. 

Dave Slavensky, Bend, is chief operating officer for Structus Building Technologies, a Bend 

manufacturing company specializing in construction products. Prior to Structus, he worked as a 

manufacturing consultant with Oregon Manufacturing Extension Partnership, as vice president of 

operations at KVP in Sacramento and as a consultant with the California Manufacturing Technology 

Center. He also spent five years working for Aircon Energy, Inc., an energy management and HVAC 

service company founded by his father. In 2007 Dave co-founded the High Desert Enterprise Consortium, 

a group of companies in Central Oregon committed to employing Lean Manufacturing principles to 

improve their businesses. He has conducted professional seminars in numerous process improvement 

techniques including Lean, Kaizen and Just-in-Time. Dave has been a member of the Bend Economic 

Development Advisory Board since 2009, and was the president of the Cascades Mountaineers in Bend 

from 2008 - 2010. Dave was elected to a standard three-year term on the board in May 2012. 

ex-officio

John Savage, Salem, is one of three Oregon Public Utility Commissioners. He joined the staff of the 

Commission in 2002 as Director of its Utility Program, after serving as Director of the Oregon Department 

of Energy from 1993 - 2002. He was Administrator of the Department of Energy's Policy and Planning 

division from 1987 - 1993. He received a master’s degree in natural resource economics from Oregon 

State University in 1979 and a Bachelor of Science degree from Oregon State University in 1975. 

Oregon Department of Energy Special Board Advisor

Bob Repine, Salem, then acting director of the Oregon Department of Energy, served as special advisor 

until December 2012, when Lisa Schwartz was appointed the Oregon Department of Energy director. 

Lisa has more than 25 years of experience in energy policy, regulation and education. She began state 

service in 1987 as assistant administrator of the Oregon State University Extension Energy Program. 

Joining the Oregon Department of Energy for the first time in 1995, she helped establish oversight 

mechanisms for the state’s new third-party administrator for energy efficiency and renewable energy—

Energy Trust. At the OPUC from 2002 through early 2009, she directed analysis of electric utility resource 

plans and competitive bidding processes, and helped develop the state’s Renewable Portfolio Standard. 

Before re-joining the Oregon Department of Energy, she was senior associate at the Regulatory 

Assistance Project and recently served on the Western Electricity Coordinating Council’s Transmission 

Expansion Policy Committee.
2012 Annual Report to OPUC Page 35 of 63 April 15, 2013

Board Development Guidelines

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

management, provides strategic and policy direction and approves the organization’s budget and major 

expenditures. The board carries out its oversight role collectively and through several committees. The 

board’s bylaws ensure that Energy Trust board meetings and other processes are clear, open and 

accessible to the public.

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

to include the skills, broad representation and diversity necessary to achieve the nonprofit’s mission.

The initial board of directors included nine members from a variety of energy and business backgrounds, 

and one non-voting ex-officio member from the OPUC. As board openings arise, the board consults 

advisory councils, individuals and collaborating organizations to identify candidates with appropriate 

experience from throughout the state. To allow further diversity, the board expanded its size to 13 voting 

members. 

The 2012 board includes voting members with background in business (agriculture, industry/ 

manufacturing, construction/remodeling, restaurant), private consulting, nonprofit and higher education. 

Members come from Bend, Coos Bay, Corvallis, Eugene, Medford, Myrtle Creek, Salem and the Portland 

area. Of the 13 voting members at the end of the year, three were women. The board’s 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. Bob Repine, acting director of the ODOE, occupied this 

“special advisor” position for most of 2012. He was succeeded in December by the newly appointed 

ODOE director, Lisa Schwartz. 

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

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

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

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

public comment is included in every meeting. 

All regular board members complete and sign disclosure of economic interest forms each year. The 

OPUC ex-officio board member and the special advisor from the Oregon Department of Energy do not 

receive confidential information. Once each 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, if warranted.
2012 Annual Report to OPUC Page 36 of 63 April 15, 2013

2012 Advisory Council Members and Meetings

Conservation Advisory Council

Jim Abrahamson, Cascade Natural Gas

Brent Barclay, Bonneville Power Administration

Jeff Bissonnette, Fair and Clean Energy Coalition

Bruce Dobbs, Building Owners & Managers Association

Joe Esmonde, IBEW 48

Wendy Gerlitz, Northwest Energy Coalition

Charlie Grist, Northwest Power and Conservation Council

Karen Horkitz, NEEA

Scott Inman, Oregon Remodelers Association

Juliet Johnson, Oregon Public Utility Commission

Andria Jacob, City of Portland

Don Jones, Jr., PacifiCorp

Don MacOdrum, Home Performance Guild

Holly Meyer, NW Natural

Stan Price, Northwest Energy Efficiency Council

Anne Snyder-Grassman, Portland General Electric

2012 Meeting Dates Major Discussion Topics

February 15 2011 preliminary results; 2012 program initiatives and pilots; EPS for Existing 

Homes 

April 18 New incentive changes for Existing Homes; Industry and Agriculture 2011 

trends, measures, markets and sources of savings; EPS for Existing Homes

May 16

Program Management Contractor RFPs for Existing Homes and Existing 

Buildings; trends in commercial sector programs; evaluations of SEM offerings; 

scaling up for program innovations in New Buildings

June 6

Residential trends, residential HVAC market study, Home Performance with 

ENERGY STAR process evaluation; MPower Oregon pilot; NEEA gas market 

transformation

July 25

Mid-year update; 2013 preliminary budget concepts by sector; heat pump 

incentive qualification; 2011 fast feedback survey results; gas weatherization 

cost-effectiveness exceptions

October 24 2012 savings forecast; draft 2013 budgets; gas cost-effectiveness exceptions

revisited; planned incentive changes

November 28

Final draft 2013-14 budgets, gas cost-effectiveness exceptions revisited; 

planned incentive changes; residential awareness study; New Buildings impact 

and process evaluations
2012 Annual Report to OPUC Page 37 of 63 April 15, 2013

Renewable Energy Advisory Council

Jason Busch, Oregon Wave Energy Trust

Megan Decker, Renewable NW Project

Troy Gagliano, EnXco

Robert Grott, Northwest Environmental Business Council

Thor Hinckley, Portland General Electric

Juliet Johnson, Oregon Public Utility Commission

Suzanne Leta Liou, RES Americas

Glenn Montgomery, Oregon Solar Energy Industries Association

Vijay Satyal, Oregon Department of Energy

Frank Vignola, Solar Monitoring, University of Oregon

Dick Wanderscheid, Bonneville Environmental Foundation

Tashiana Wangler, Pacific Power

2012 Meeting Dates Major Discussion Topics 

February 15 Oregon Institute of Technology geothermal project; competitive process for 

custom projects in Pacific Power territory; fish passage issues for small hydro 

projects

April 18

Competitive process for custom projects in Pacific Power territory; Revolution 

Energy Systems biogas project completion; Farm Power Misty Meadow project;

Monroe Drop hydropower project; solar budget update

June 6 Lessons learned from the competitive process; solar market update; changes to 

small wind program

July 25 Black Cap 2 MW solar project

September 12 2013-2014 budget themes; wave power update; fall competitive process; update 

on solar water heating cost effectiveness

October 24 2013-2014 budget; proposal for increasing early stage project assistance;

concept for solar RFP in PGE territory

November 28 Final 2013-2014 budget presentation; early stage project assistance; preview of 

2013 legislation 
2012 Annual Report to OPUC Page 38 of 63 April 15, 2013

2012 Customer Service Data

Call volumes

Energy Trust’s call center received 34,752 calls in 2012, a 9 percent decrease from 42,275 calls in 2011. 

Call volumes have been trending down since 2009 as Energy Trust has released more online forms and 

other web-based customer services. 

Website visits 

Energy Trust’s website, www.energytrust.org, received 574,900 visits in 2012, a 6 percent increase over 

the 543,058 website visits in 2011. Web traffic has increased nearly 40 percent in the past four years, 

reflecting Energy Trust’s increasing use of online applications and forms, as well as online advertising

and social media. During 2012, call center staff responded to 1,704 inquiries via info@energytrust.org, 

most from residential customers, an increase of 16 percent over 2011.
2012 Annual Report to OPUC Page 39 of 63 April 15, 2013

Customer satisfaction

Energy Trust calculated customer satisfaction from telephone surveys of a sample of participants

administered soon after they received incentive checks. In 2012 the average rate of overall satisfaction

with Energy Trust was 91 percent, and the rate of satisfaction with Energy Trust program representatives 

was 94 percent. 

Table 1. 2012 Overall Satisfaction

2012 Satisfaction

Existing Buildings and Existing Multifamily 92%

Home Products 93%

Existing Homes 91%

New Buildings and New Multifamily 81%

Production Efficiency 97%

Solar 94%

Unweighted Average 91%
2012 Annual Report to OPUC Page 40 of 63 April 15, 2013

Table 2. 2012 Satisfaction with Program Representative

2012 Satisfaction with Program Representative

Existing Buildings and Existing Multifamily 93%

New Buildings and New Multifamily 92%

Production Efficiency 97%

Commercial Solar 94%

 Unweighted Average 94%

Note: Energy Trust’s regular customer feedback survey does not ask residential participants about satisfaction with program 

representatives. Residential participants interact with Energy Trust representatives to a varying degree —some have in-home Home 

Energy Reviews, some call the contact center and others may not interact with a program representative. In general, commercial 

and industrial participants have more interaction with Energy Trust representatives.

Complaint report

Energy Trust recorded nine escalated customer complaints in 2012, 14 fewer than in 2011. This is a very 

small number, considering the tens of thousands of customers served. Of the nine complaints, six were 

from residential customers and three were from commercial participants. One of these complaints came 

to Energy Trust through the Oregon Public Utility Commission. The dramatic decrease in escalated 

complaints in 2012 is attributed to Energy Trust’s continuing work to improve customer experience. 

Customer service representatives have developed greater skill in responding to customer complaints and 

resolving issues without the need for escalation. 
2012 Annual Report to OPUC Page 41 of 63 April 15, 2013

2012 Utility Activities Supported by SB 838-authorized Funding

Per agreement with the OPUC, Pacific Power and Portland General Electric report their SB 838 program 

support activities in Energy Trust’s quarterly and annual reports. Content and format were developed by 

the utilities, following a sector outline suggested by Energy Trust, and appear here as received.

1. Pacific Power SB 838 Annual 2012 Energy Efficiency Activities and Results 

Pacific Power / Energy Trust Year End Report - 2012

Pacific Power utilized several approaches to support and deliver energy efficiency communications, advertising and 

outreach to residential and small- and mid-size commercial customers.11

Voices residential newsletter insert

• Q1

o Start the year right – save energy

o Smart power strips

o Hold on to your heat and stay warm / Energy Trust

o Choosing a better bulb / Energy Trust

o LED lighting

• Q2

o Save with Earth Day actions / Energy Trust

o Free Energy Saver Kit / Energy Trust

• Q3

o Home is where the savings are / Energy Trust

o Recycle your old fridge / Energy Trust

o No money down energy upgrades / CEWO

o One kilowatt-hour, so many possibilities

o Weatherize your home / Energy Trust

• Q4

o Be wattsmart / Green Gifts

o Enjoy the season in a new light / CFLs / Energy Trust

Energy Connections commercial e-newsletter

• Q1

o Your Energy Plan for 2012

o Save Now: Eight Low-Cost Ways to Reduce Energy Use

o Fact or Fable? When a Device is Turned Off, It is Off

o Be wattsmart with Building Maintenance

o Energy Management Systems: Putting You in Control

o Common Energy Myths Exposed

o Do You Have Energy Hogs in the Office?

o Programmable Thermostats: An Affordable Way to Save Energy

o Real Savings: Local Businesses Improve Lighting, Cut Costs

• New lighting lifts fitness center / Energy Trust

• Irrigation supplier pumps up savings, productivity / Energy Trust

o Fact or Fable? Daylight Saving Time Saves Energy

 11 Some activities are funded outside of SB 838 funds.
2012 Annual Report to OPUC Page 42 of 63 April 15, 2013

• Q2

o Can Saving Energy Increase Worker Productivity?

o Your Electric Bill: The Difference Between Demand and Usage

o Ten Low-Cost Strategies to Reduce Your Energy Bill

o Does Your Big Screen TV Equal Big Power Consumption?

o Spring Air Conditioning Maintenance Tips for Businesses

o LED Lighting: A Growing Bright Spot for Energy Savings / Energy Trust

o Fact or Fable? Energy-Efficient Refrigerators Use Less Power Than a 100-Watt Bulb

o Strategies to Reduce Demand Charges

o Unloading Your Plug Load

o Get Your House in Shape for Summer

o TV Set-Top Boxes Get Poor Ratings in Energy Efficiency

• Q3

o Preventive Maintenance Checklist for Air Conditioning Systems

o Benefits of Motor Soft-Start Devices

o Cut Energy Waste in the Office

o How Do They Do That? Light-Emitting Diodes (LEDs)

o While You’re Away...

o Your Electric Bill: The Difference Between Demand and Usage

o Energy Efficiency: Your Competitive Edge

o Lighting Controls: Technology Takes Flight at Local Airport

• Q4

o Building Controls: Stay Tuned for Energy Savings

o Ten Ways to Improve Heating System Performance

o Employee Personal Appliances Erode Energy Efficiency Efforts

o Compare the Energy Costs of Holiday Lighting

o Annual Energy Reviews: Seven Things to Look For

o Making the Business Case For Efficiency

o Shrink Your Big Screen TV’s Power Usage

Energy Insights large C&I / communities newsletter

• Q1

o J&J Snack Foods enjoys savings / Energy Trust

• Q2

o Helping customers save energy at home

o Helping shape energy policy

o Local mill cuts energy waste / Energy Trust

• Q3

o Plan focuses on changing energy picture

o Pacific Power executive visits historic Oregon company / Energy Trust

o Energy Efficiency goes high tech / Energy Trust

• Q4

o Dairy milks savings through energy efficiency / Energy Trust

o Get your wattsmart open sign / Energy Trust

Bill inserts

• Q1

o Resolve to save with energy-efficient improvements / Energy Trust

o Stay comfortable and save energy with a new heat pump / Energy Trust

o Make it your home. Get cash incentives for weatherization / Energy Trust

• Q2
2012 Annual Report to OPUC Page 43 of 63 April 15, 2013

o Free Energy Saver Kit. Delivered to your front door. / Energy Trust

o Be wattsmart workshops

o Summertime and the saving is easy

• Free Energy Saver Kit / Energy Trust

• Other cool resources / Energy Trust

• Home Energy Review / Energy Trust

• Get cash for your old fridge / Energy Trust

• Energy-saving tips for summer efficiency / Energy Trust

• Q3

o Turn Mr. Sunshine into Mr. Hot Water (solar thermal) / Energy Trust

o Refrigerator Recycle / Energy Trust

• Q4

o wattsup insert

o Energy Trust Energy Saver Kit

Direct mail

• Q1

• Q2

o Clean Energy Works Oregon – Southern Oregon

o Clean Energy Works Oregon – Central Oregon

o Be wattsmart workshops

• Q3

o Advanced Controls Heat Pump / Energy Trust

o Solar Water Heater / Energy Trust

o Clean Energy Works Oregon – Hood River

o Clean Energy Works Oregon – Lane County

o Clean Energy Works Oregon – Marion/Polk Counties

o Clean Energy Works Oregon – Benton County

• Q4

o Clean Energy Works Oregon – Klamath and Lake Counties

o Energy Trust Ductless Heat Pump postcard

Direct email

• Q1

• Q2

o Be wattsmart workshops

• Q3

• Q4

Mass media

• TV - Bend, Medford, Eugene and Albany/Corvallis DMAs

o Q1

o “Bike shop”

o “Cookies”

o “Motel” 

o “Little Hero” 

o “Porch Light” 

o “Small Changes” 

o “Sweet Savings” 

o “Remodel your energy bill”
2012 Annual Report to OPUC Page 44 of 63 April 15, 2013

o Q2

o “Little Hero” 

o “Porch Light” 

o “Small Changes” 

o “Sweet Savings” 

o “Contractor” / Energy Trust

o “Cookies” / Energy Trust

o “Motel” / Energy Trust

o “Home sweet home” / Energy Trust

o “Porch Light” / Energy Trust

o “Remodel your energy bill” / Energy Trust

o “Washing machine” / Energy Trust

o “Small changes” / Energy Trust

o “Little hero” / Energy Trust

o Q3

o “Contractor” / Energy Trust

o “Cookies”

o “Motel”

o “Little hero”

o “Porch Light”

o “Remodel your energy bill” / Energy Trust

o “Small changes”

o Q4

o “Baker/Cake”

o “Contractor-ETO”

o “Cookies”

o “Motel”

o “Little Hero”

o “Porch Light”

o “Small Changes”

• Radio – Bend, Eugene and Medford DMAs

o Q1

o “Marty Home Improvement Answers” 

o “Phil Seal and Secure Answers” 

o “Lori Lightbulb Answers” 

o “Jess Conserve Energy Answers” 

o “Bob Energy Efficiency Answers”

o “Home Energy Review” / Energy Trust

o “Refrigerator recycling” / Energy Trust

o “Upgrade incentives” / Energy Trust

o Q2

o “Bob Energy Efficiency Answers”

o “Marty Home Improvement Answers” 

o “Home Energy Review” / Energy Trust

o “Refrigerator recycling” / Energy Trust

o “Upgrade incentives” / Energy Trust

o Q3

o “ETO Upgrade Song” / Energy Trust

o Q4

o “ETO Home Review Song (wattsmart)”

o “Bob Answers – energy efficiency”

o “Jess Answers – conserve energy”
2012 Annual Report to OPUC Page 45 of 63 April 15, 2013

• Print

o Q1

o “Outlets”

o “Monmouth-Independence Chamber of Commerce Chamber” directory ad

o “Deschutes Library Ad” / Energy Trust

o “Fishmarket” ad

o Q2

o “Deschutes Library Ad” / Energy Trust

o “Stayton-Sublimity Chamber of Commerce, guide ad” / Energy Trust

o “Medford Chamber of Commerce, business directory ad” / Energy Trust

o “Upper Rogue Independent Magazine”

o “American Legion Baseball” program ad

o Q3

o “Scandinavian Festival” program ad

o “Albany Chamber” directory ad

o “Creswell Chronicle” Fourth of July directory ad

o “Oregon Jamboree” program ad

o “Bohemia Mining Days” program ad

o “Lincoln City Chamber” ad

o “Lithia Motors” ad

o Q4

o “Lithia Motors” ad

o “Holiday Season” Cottage Grove Sentinel

o “New Year’s” Cottage Grove Sentinel

o “Holiday Season” Douglas County News

Outdoor

• Q1

o “Push down to save”

• Q2

o “Push down to save”

• Q3

• Q4

Websites / Social Media (continuous energy efficiency and Energy Trust content)

• pacificpower.net/wattsmart

• bewattsmart.com

• Pacific Power wattsmart Facebook page

• Twitter

Call Center

• Q2

o Be wattsmart workshops – inbound

Chambers of Commerce, Business and Community outreach: Q1 – Q4

Pacific Power has hosted multiple energy efficiency focused meetings with business and community leaders across 

the state utilizing existing relationships with local Chambers of Commerce and economic development groups. The 

meetings follow on prior Power of Main Street energy efficiency events held throughout 2011. These presentations 

focused on small- to mid-size commercial customers, particularly those in leased spaces, and how they can 

improve energy efficiency. Energy efficiency presentations were delivered in Power of Main Street events were 

held in Astoria, Coos Bay, Dallas, Hood River, Klamath Falls, Lebanon, Lincoln City, Medford, Monmouth, 

Pendleton, Portland, Redmond, Sweet Home and Umatilla, Oregon. The presentations highlighted Pacific Power’s 
2012 Annual Report to OPUC Page 46 of 63 April 15, 2013

relationship with Energy Trust and available programs and incentives to save energy and money. Pacific Power also 

offered:

• A one hour on-site walk through with Pacific Power to document information about the customer’s 

building and how they use energy. We reviewed lighting, office equipment, HVAC and foodservice 

equipment. Pacific Power also provided practical no cost/low cost ideas for saving energy and a review of 

which improvements were eligible for Energy Trust cash incentives. (Utilizing Energy Trust’s “Do it 

yourself” energy audit)

• Additional support for on-site assistance from Energy Trust of Oregon and local contractors.

• Regular checkups with Pacific Power on recommended energy saving improvements.

Be wattsmart Workshops – Q2

Pacific Power produced and delivered a very successful second round of Be wattsmart Workshops. The workshops 

were targeted to homeowners to educate them on how to manage energy use and improve energy efficiency. 

Locations included Medford, Grants Pass, Roseburg, Coos Bay, Corvallis, Portland, Seaside, Hood River, Bend, 

Redmond, Klamath Falls, Lakeview, Pendleton and Enterprise, Oregon. Sessions were presented by Pacific Power.

Mass Media12

2012 – Impressions (Q1 – Q4)

TV 60,743,800

Radio 4,343,000

Print 83,000

Digital 4,865,207

TOTAL 70,035,007

Outreach

Locations

Chambers of Commerce, 

business / community 

groups (2012)

Be wattsmart 

/ other residential

(2012)

TOTAL

(Q1 – Q4)

Astoria 100 - 100

Bend - 99** 99

Coos Bay 40 120* 160

Corvallis 150 120* 270

Dallas 45 - 45

Enterprise - 17 17

Grants Pass - 75* ** 75

Hood River 20 30 50

Klamath Falls 125 80* ** 205

Lakeview - 29 29

Lebanon 65 1,000 1,065

Lincoln City 60 - 60

Medford 200 150* ** 350

Monmouth 25 - 25

Pendleton 60 46 106

Portland 60 224* ** 284

Redmond 25 498* ** 523

Roseburg - 88* 88

Salem 575 - 575

Seaside - 34 34

 12 SB 838 funded mass media only
2012 Annual Report to OPUC Page 47 of 63 April 15, 2013

Sweet Home 20 - 20

Umatilla 5 - 5

TOTAL 1,575 2,610 4,185

*Sold out events

** CEWO presentation provided

“Warm Leads” / Customer Response

2012 (Q1 – Q4)

“Warm Leads” provided to ETO 128

Consultations 243

Energy Saver Kits 308*

*Request for link

Other Energy Efficiency Coordination / Support

o Internal Pacific Power support for ETO programs

o Weekly / Monthly ETO coordination meetings

o ETO Conservation Advisory Council

o ETO / Utility Roundtable

o EEAST implementation

o On-Bill Financing support

o CEWO implementation, contracting, support

o “Cool Schools” coordination

o ETO / Utility Data Transfer coordination

o Fuel Switching docket

o EE PPA docket

o Opower pilot

o 1aMW / Self Direct reconciliation

o Lloyd EcoDistrict Energy Conservation Charge filing / funding agreement

2. PGE SB 838 Annual 2012 Energy Efficiency Activities and Results

PORTLAND GENERAL ELECTRIC ENERGY EFFICIENCY ACTIVITIES 2012

Commercial and Industrial

PGE used four different approaches to promote Energy Trust programs to business customers:

1. Mass Education via Newsletters

PGE utilizes its business newsletters (both print and email) to promote Energy Trust programs to 

business customers. PGE’s business newsletter, Energize, is sent quarterly to 76,000 customers in their 

bills. PGE’s business e-newsletter, Business Connection, is sent bi-monthly to 15,000 business 

customers. 

Energize: The winter edition of Energize featured “Five energy-smart moves” and Ask the Expert: 

“Now’s the time to upgrade fluorescent lighting.” The spring edition of Energize featured “Win a $3000 

energy upgrade! Save energy and control costs with Save More, Matter MoreTM,” “Better light, lower 

costs, Real-life savings: ATALIER DREISEITL+PLACE” and Ask the Expert: “How smart grid will help your 

business.” The summer edition of Energize featured the Save More, Matter MoreTM campaign and the 
2012 Annual Report to OPUC Page 48 of 63 April 15, 2013

2012 sweepstake winners. The fall edition of Energize featured a story about how smart strips create 

savings for businesses and another article on how “LEDs light the way to savings”.

Business Connection: The February Business Connection featured: “Five energy-smart moves,” “Time to 

upgrade fluorescent lighting” and “Kick-Start bonus incentives.” April Business Connection featured 

“Win a $3,000 energy-efficiency upgrade! Join our Save More, Matter MoreTM campaign to save energy, 

control costs,” “Video guide: Which lights do you have? Old T12s or energy-saving T8s – how to tell the 

difference” and “Five ways we can help you go green. Simple, sustainable savings: How to help the earth 

and your bottom line.” The August Business Connection also featured an article called “Save More, 

Matter MoreTM winners: Hundreds of businesses join energy-saving campaign”. December Business 

Connection featured an article called “Smart strips=smart savings” as well as a story called “LEDs save 

75% for retailer”.

2. Mass Market Campaign: April – May 2012

PGE launched its fifth annual Save More, Matter More (SMMM) campaign in the spring in an effort to 

feed the project pipeline earlier in the year. The campaign ran from April 1 through May 31. PGE 

continued utilizing the support of our contact center and outreach through Green Mountain Energy 

business reps. The campaign included targeted direct mail and a “bangtail” insertion in the bill, both of 

which encouraged customers to return a form to enroll in the campaign or get a free energy 

consultation.

189 customers entered the sweepstakes for a $3,000 energy-efficiency retrofit and 487 customers 

requested a free energy efficiency consultation. There were 464 SMMM Webpage hits. PGE sent 71

qualified leads to Energy Trust.

3. Direct Regional Mail

January 2012

PGE launched the first Direct Mail for the Winter EE Campaign in January to 4,997 customers. The focus 

and tactics were the same as the successful Fall EE Campaign which produced 10% more qualified leads 

by offering on-site consultations versus phone or email consultations. A targeted direct mail letter was 

sent to previously untapped geographic areas within PGE’s service territory encouraging customers to 

request on-site consultations focusing on zip codes that were not included in the Fall EE Campaign. The 

major channel for the Winter Campaign was direct mail. 119 customers requested a free energy 

efficiency consultation and PGE sent 28 qualified leads to Energy Trust

February 2012

PGE also launched an email blast in February to 1,524 customers who had an email address on file that 

previously received a consultation but did not go on to the Energy Trust as a lead. The email was sent to 

customers who have expressed interest in EE in the past that we wanted to make aware of new 

incentives, including the Kick-Start Bonus. The email informed customers of new incentives and was 

designed to drive customers to request an energy efficiency consultation and had a 23.5% open rate.

July – August 2012

PGE launched a T12 to T8 conversion letter that was sent to 11,000 general business customers in two 

rounds, one in July and one in August. The promotion was a final push on converting T12s to T8s since 

the T12s would no longer be manufactured after July 2012. Small manufacturing customers were 

chosen as the target chosen because they tend to take longer to make non-production decisions such as 

switching out lights and may not have converted yet. The letter highlighted the costs of not switching 
2012 Annual Report to OPUC Page 49 of 63 April 15, 2013

and encouraged in-person consultations while the PGE team was in the customer’s neighborhood. The 

second batch of letters went out to general business customers in August and was targeted at specific 

zip codes in our territory. There was not as much traffic as hoped from the first mailing in July. The slow 

response may be a result of doing another T12 lighting promotion so close to the large Save More, 

Matter More campaign in April/May which also focused on T12s. However, the timing of the direct mail 

letters was purposeful as it was a final attempt at finding the customers that haven’t converted yet 

given that the manufacturing of T12s ended in July. 258 customers requested a free energy efficiency 

consultation and PGE sent 78 qualified leads to Energy Trust.

September - October 2012

A light emitting diode (LED) direct mail was sent out to approximately 8,000 general business customers 

in September targeted at Restaurant/Lodging/Entertainment and Grocery/Retail. The mailing included a 

letter that describes the benefits of LEDs and explains how PGE can help customers choose the right 

LEDs in order to qualify for Energy Trust incentives. There was also a brochure included that included a 

customer story about a successful LED project installation with a tear off business reply card 

encouraging customers to return a form to request a free energy consultation. The promotion began 

September 18 and ended October 31, 2012. 249 customers requested a free energy efficiency 

consultation and PGE sent 55 qualified leads to Energy Trust.

November - December 2012

An “In Your Neighborhood” direct mail was sent out in the beginning of November to approximately 

8,000 business customers in targeted zip codes. The letter described how PGE’s energy experts can meet 

the customer at their business and review their systems like lighting, HVAC and other equipment as well 

as help connect the customer with contractors and Energy Trust incentives. The focus was on offering 

on-site consultations while the PGE energy experts are in the “neighborhood” of the business versus 

phone or email consultations. This type of promotion has proven very successful in the past. The target 

was chosen by specific zip codes so that the energy expert team could maximize the on-site 

consultations. The promotion began November 1 and ended December 15, 2012. 158 customers 

requested a free energy efficiency consultation and PGE sent 39 qualified leads to Energy Trust.

Through mass market and direct regional mail marketing efforts in 2012, 1,271 customers requested a 

free energy efficiency consultation and PGE sent 271 qualified leads to Energy Trust, for a 21.3% 

conversion rate.

4. Personal & Face-to-Face Communication 

PGE has had a dedicated outreach position in place since June 2008. In June 2010 PGE received OPUC 

support to hire two additional Outreach Specialists. 

The Outreach Specialists develop and facilitate customer participation in Energy Trust programs. The

results are qualified leads to the Energy Trust. The team utilizes a variety of tactics to engage customers 

in Energy Trust programs. Qualified leads were generated from but not limited to the following 

activities:

• Phone and on-site consultations

• Targeted outbound customer calls 

• Response to canvassing (summer-hire and outreach rep driven)

• Response to business marketing (i.e. Save More, Matter More, direct mail, etc.)

• Response to customer emails (energy.efficiency@pgn.com)
2012 Annual Report to OPUC Page 50 of 63 April 15, 2013

• Customer calls to PGE Tualatin Call Center 

• Business partnerships (i.e. City of Portland BEST program, Clackamas County Office of 

Sustainable Development, etc.)

• Chamber, Business and Trade Association presentations

• Customer follow-up after PGE Training and Education classes

• Leveraging internal networks (i.e. Key Customer Managers, Governmental Affairs 

representatives, Service and Design Consultants, Green Mountain Energy, etc.)

In 2012, the Outreach Specialists achieved the following results:

• 6,250 face-to-face, email, phone presentations/consultations, or outreach presentations to 

business customers for increased awareness of Energy Trust programs

• 550 qualified project leads sent to Energy Trust programs

• 40 outreach presentations and networking events for 31 different groups or events. These 

activities elevate Energy Trust program awareness and engage customers in identifying 

potential energy saving opportunities.

o Art Institute of Portland (NW Davis)

o Beaverton Chamber

o City of Hillsboro Sustainability

o Energy Trust / PECI HVAC controls codes training

o Estacada Chamber

o ETO NC Symposium

o Good Morning Damascus

o Green Mountain Energy

o Hillsboro Chamber

o HVAC/Building Tune-Up (PGE Training & Education)

o Institute of Real Estate Management

o Keizer Sustainability Summit

o Kenton Business Association

o Marion County Farm Bureau

o Metro Multifamily Housing Association – Luncheon

o NAO Diversity Event (PGE Sponsor)

o PGE & North Clackamas Chamber Lighting Seminar

o PGE Training & Education – EE for Small & Medium-sized Business [twice]

o PGE Training & Education – Energy & Water Trends

o PGE Training & Education – Sustainable Business Bootcamp

o Portland Lights

o RTP

o Salem Chamber Greeters [three times] (once hosted at Salem Line office)

o Sherwood Chamber [twice]

o Silverton Forum

o Tigard Chamber [three time, including Shining Stars Awards and Breakfast]

o Tualatin Chamber of Commerce [three times]

o Tualatin Commercial Citizen Involvement Organization [twice]

o Washington County Recycle at Work Spanish-Speaking Sustainability Workshop

o Wilsonville Chamber

o Woodburn Greeters
2012 Annual Report to OPUC Page 51 of 63 April 15, 2013

Residential

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

channels with the following promotions:

• PGE’s residential customer newsletter, Update, is sent monthly to 610,000 customers in their 

PGE bills. January’s edition mentioned an overview on Energy Trust programs – also included as 

a bill insert.

• PGE’s residential e-newsletter, Home Connection, is sent monthly to about 400,000-412,000

customers. In February, Home Connection provided an overview on Energy Trust incentives; 

3,863 customers clicked through for more information.

• In February, Update featured Energy Saver Kits.

• May’s Update edition featured the Marathon water heater – also included as a bill insert. 

Appliance rebates were highlighted in the June edition of Update.

• In May, Home Connection mentioned solar, water heating, weatherization and appliance 

incentives. 

• April’s Home Connection offered information on the Home Energy Review program. 

• High performance showerheads were mentioned in the June edition of Home Connection. 

• In the July edition of Update, Energy Trust window incentives were mentioned. Also in July, 

86,000 customers were emailed an offer for triple pane windows for the price of double pane. 

• July’s Update also mentioned PGE’s efforts to provide information on Energy Trust of Oregon 

incentives to Spanish-speaking customers.

• In August, Home Connection featured the Energy Trust’s Home Energy Review program. 

• PGE sent emails to 200,075 residential customers to offer Energy Saver Kits provided by the 

Energy Trust in November. 16,858 kits were delivered to PGE residential customers during Q4. 

• A direct mail in December was sent to 106,249 residential customers offering special pricing for 

AirGenerate heat pump water heaters installed through PGE’s plumber network. A total of 111 

customers installed had heat pump water heaters in Q4.

2012 Measurable Results

• 141,531 Energy Saver Kits to PGE customers in 2012. 

• Starting in spring of 2012, PGE supported the Energy Trust and local energy assistance agencies 

with free energy saving kits distributed during energy assistance appointments. 5,400 Energy 

Saver Kits distributed through local energy assistance agencies

• 9,250 free showerheads and 30,250 compact florescent bulbs, including candelabra specialty 

bulbs, distributed to customers through PGE Community Offices

• 141,531 Energy Saver Kits to PGE customers in 2012

• 13,451 PGE customers participated in the Energy Trust’s Refrigerator Recycling program

• 573 customers received the Energy Trust electric resistance water heater incentive

• 111 customers received the Energy Trust heat pump water heater incentive

• 573 customers received the Energy Trust $75 water heater incentive 
2012 Annual Report to OPUC Page 52 of 63 April 15, 2013

• 174 free showerheads have been installed by PGE’s plumber network when on residential jobs 

in PGE’s service territory through the Energy Trust Direct Install program

• 102 Energy Trust window bonus incentives 

• 381 Savings Within Reach homes have been weatherized

• Transfers from PGE’s call center to Energy Trust 2012: Appliance Program (PECI): 138, Warm 

Program (CSG): 360, OPower: 512

*Energy Trust provided information on participation among PGE customers. Weatherization measures 

are among electrically heated homes.

Heat Pump Activity

A PGE/Daikin heat pump promotion for a free indoor unit ran from May 1-June 30. The offer combined 

distributor, PGE and Energy Trust incentives for ductless heat pumps. The campaign included 46,977 

direct mail and 15,863 email with a reminder email. The offer drove 257 leads to PGE-Approved 

contractors.

A PGE/Trane heat pump promotion for a MasterCard gift card ran from August 1-September 30. The 

offer combined distributor, PGE and Energy Trust incentives as well as Oregon tax credits. The campaign 

included 12,576 direct mail and 4,504 email. The offer drove approximately 55 leads to PGE-approved 

contractors.

A PGE/Airefco heat pump promotion for a free indoor unit ran from October 3-November 30. The offer 

combined distributor, PGE and Energy Trust incentives as well as Oregon tax credits and contractor 

financing. The campaign included 34,495 direct mail, 16,252 email, and 8,000 both direct mail and email. 

The offer drove approximately 88 leads to PGE-approved contractors and resulted in 77 installed heat 

pumps.

With a goal of helping contractors better align with Energy Trust’s new ductless heat pump program 

guidelines, PGE funded and facilitated two trainings – an all-day class with testing and a one-hour 

webinar – to teach the contractors how to condition larger homes using a maximum of two indoor 

ductless heat pump fan coil units (heads). 

PGE reinstated quality assurance inspections among PGE-Approved contractors in 2012. The inspection 

team has continued to refine their skills through peer experience and information exchange, partnering, 

monitoring, mentoring and supervised ride-alongs with the Heat Pump Technical Field Specialist, John 

Karasaki. Deficiencies inspectors identify in the field result in corrective actions or failed inspections. 

Corrective actions are resolved by the quality assurance specialists, and failed inspections are passed on 

to the Approved Contractors, requiring the contractor to fix the issue. The Heat Pump Technical Field 

Specialist utilizes these errors to educate the owners and staff to reduce the likelihood of the errors 

occurring again.

As reported by PGE-Approved Contractors, there were 1,650 Heat Pump installations in 2012. PGE 

Quality Assurance Specialists performed 290 inspections of Heat Pump installations, 49 of which 

required corrective action taken and 1 failed inspection.
2012 Annual Report to OPUC Page 53 of 63 April 15, 2013

Energy Trust of Oregon

2012 Annual Report NW Natural Washington 

April 25, 201313

TABLE OF CONTENTS

 Page

I. Introduction, Background, Oversight and Goals 54

II. Annual Report Highlights 55

III. Annual Results 59 

Appendices

1. Energy Efficiency Measure Counts and Savings 61 

2. Customer Satisfaction 63 

 13 April 25, 2013, is the date this report is due from NW Natural to the Washington Utilities and Transportation Commission.
2012 Annual Report to OPUC Page 54 of 63 April 15, 2013

I INTRODUCTION, BACKGROUND, OVERSIGHT AND GOALS

A. Introduction

This report covers 2012, the third full year that Energy Trust of Oregon provided services and 

incentives to residential and commercial customers of NW Natural in Washington.14

It addresses progress toward annual goals, information on revenues and expenditures, number of 

completed measures and incentives paid during the year and highlights of program activity. 

B. Background

At the request of NW Natural and following approval granted by the Washington Utilities and 

Transportation Commission, WUTC, Energy Trust began administering NW Natural’s 

demand-side management programs in southwest Washington on October 1, 2009. The first 

year was viewed as a pilot. Satisfied with results from the pilot year, in 2011 the WUTC 

approved Energy Trust’s continued administration of conservation programs for NW Natural 

in Washington. 

C. Oversight

The Energy Efficiency Advisory Group, EEAG, was created, at the direction of the WUTC, to provide 

advice and oversight for NW Natural/Energy Trust energy-efficiency offerings in Washington. The 

advisory group is comprised of representatives from NW Natural, Energy Trust, WUTC, Washington 

Public Counsel, Northwest Industrial Gas Users and the Northwest Energy Coalition.

D. Goals

NW Natural, in collaboration with the EEAG, established performance metrics for the 2012 

program year. This report presents Energy Trust’s performance against those goals (see 

page 4). 

 14 Energy Trust also collaborates in Washington with Clark Public Utilities on tune-ups of rooftop HVAC units in commercial 

buildings. Savings accrue to Clark Public Utilities, which provides revenue to cover Energy Trust costs. See table p. 60.
2012 Annual Report to OPUC Page 55 of 63 April 15, 2013

II. ANNUAL REPORT HIGHLIGHTS

A. Summary

• Gas efficiency measures installed in 2012 by NW Natural’s Washington customers 

saved 213,486 annual therms of natural gas—including 107,764 annual therms in 

Existing Buildings, 66,810 annual therms in Existing Homes and 38,912 annual therms in 

New Homes. In total, this was an increase of 4.5 percent over 2011 savings. 

• Total 2012 savings met the minimum savings goal, as detailed in NW Natural’s 2012 

Energy Efficiency Plan. Total program spending, including incentives, delivery and 

administration, was well within budget.

• An energy efficiency services group, comprised of Clark County stakeholders, 

continued meeting in 2012 to identify collaboration opportunities, including joint incentive 

offerings and coordination on outreach events and marketing. The group includes 

representatives from Energy Trust, Clark Public Utilities, Planet Clark, Clark County 

Department of Environmental Services and Clark County Community Development’s 

Weatherization Program. 

• As part of Energy Trust’s commitment to competitive process regarding the use of 

program management contractors, in 2012 all three of the Washington programs were 

rebid through a competitive Request for Proposals process. While there were many 

attractive proposals, including those from two long-time incumbents, all three of the 

programs were awarded to new bidders. To create administrative and cost efficiencies,

both of the residential programs (Existing Home and New Homes) will be delivered by 

one contractor beginning in 2013. 

B. Washington Utilities and Transportation Commission Performance Metrics

The table below compares 2012 annual results to 2012 program goals, as established in NW Natural’s 

Energy Efficiency Plan for Washington (updated December 2011). 

2012 Results Compared to Goals

Metrics Goal 2012 Total Q1 

Results

Q2

Results

Q3

Results

Q4

Results

Therms Saved 212,550 – 250,000 213,486 47,496 36,173 19,675 110,142

Total Program 

Costs

$1,431,460 –

$1,614,980 $1,156,509 $191,747 $266,693 $231,991 $466,078

Average Levelized 

Cost Per Measure

Less Than 

$0.65 $0.482 $0.336 $0.594 $0.940 $0.417

Dollars Spent Per 

Therm Saved Less Than $6.50 $5.42 $4.04 $7.37 $11.86 $4.23

Total Resource 

Cost and Utility 

Costs at Portfolio 

Level 

Greater than 1.0 1.25 / 1.07 Reported

Annually

Reported

Annually

Reported

Annually

Reported

Annually
2012 Annual Report to OPUC Page 56 of 63 April 15, 2013

2012 Utility Cost and Resource Cost by Program

Program Utility Cost Total Resource Cost

Existing Buildings 1.3 1.0

Existing Homes 1.0 1.2

New Homes 1.0 1.5

Overall 1.07 1.25

2012 Total Utility Cost and Resource Cost

Program Utility Cost Total Resource Cost

NW Natural Washington 

Portfolio

1.1 1.2

NW Natural Washington 

Low Income

0.8 0.6

Overall 1.06 1.20

C. Commercial sector highlights 

Existing Buildings

• Existing Buildings achieved savings of 107,764 annual therms in 2012, falling short of the 

conservative goal of 121,678 annual therms, as development timelines on three substantial 

projects were delayed and shifted to 2013. This has contributed to a strong 2013 project pipeline.

• A collaborative agreement with Clark Public Utilities to offer joint rooftop HVAC unit tune-up 

incentives was signed in 2012. The cost share on incentives and delivery expense allows the 

program to capture more therms at a significantly lower cost per therm. There is no additional 

work required to achieve the electric savings.

• Rooftop unit tune-ups were the biggest driver of savings in 2012, as 177 units were 

completed, totaling more than 56,000 therms or 52 percent of total Existing Buildings savings. 

• Pipe insulation was also an important and cost-effective measure in 2012, as nearly 35,000 

therms were saved for less than $16,000 in incentive spending.

• While K-12 schools helped drive savings in 2011, public school projects slowed in 2012 in 

anticipation of energy-efficiency project funding awards in late 2012 and early 2013 through the 

Washington State 2012 Jobs Now Act. The program anticipates savings from multiple school 

district projects in 2013.

• Few custom projects completed in 2012, partially due to the slowdown in school projects.

Consequently, the program will be restructuring its custom offering in 2013 to allow for increased 

funding of custom studies and better project collaboration opportunities with Clark Public Utilities.

• Commercial customers expressed satisfaction with their experience with Energy Trust. 

Four of five respondents surveyed were satisfied or very satisfied with their overall program 

experience. 

D. Residential sector highlights

• Residential programs achieved total savings of 105,723 annual therms in 2012, of which 

Existing Homes accounted for savings of 66,810 annual therms, while New Homes saved 38,912
2012 Annual Report to OPUC Page 57 of 63 April 15, 2013

annual therms. These results exceeded the Existing Homes conservative goal of 63,373 annual 

therms and exceeded the New Homes stretch goal of 34,876 annual therms by 12 percent. In 

total, the residential sector achieved savings that were 27 percent higher than 2011. 

Existing Homes

• The program heavily promoted gas fireplaces in 2012, paying incentives on 76 installations, a 

75 percent increase over 2011.

• With 152 units installed, high-efficiency gas furnaces accounted for 16 percent of program 

savings in 2012, compared to 18 percent in 2011 and 43 percent in 2010, the pilot year. This is a 

positive trend, given the planned federal standard change to a minimum of 90 percent annual fuel 

utilization efficiency (AFUE) on May 1, 2013, and potential loss of the furnace incentive when high 

efficiency furnaces become the norm. 

• The program paid 52 water heater incentives in 2012, compared with 29 in 2011. The newly 

offered 0.67 efficiency factor (EF) water heaters started to show some uptake, in part due to a 

summertime co-promotion with NW Natural that generated 28 installations. Due to costeffectiveness concerns, the tankless water heater incentive will not be offered for Existing Homes 

in 2013.

• Efficient window installations significantly increased in 2012, saving more than 3,800 therms 

compared to 2,000 therms in 2011.

• The program delivered 992 Energy Saver Kits in 2012, compared with 1,757 in 2011. This 

decrease was intended, as the program focused more on promoting core equipment 

improvements and weatherization measures. The program also launched the Build-Your-Own 

Energy Saver Kit functionality, which includes an online ordering process that allows customers to 

tailor the kits to fit their specific needs. This increases the likelihood of installation and the amount 

of energy savings that can be claimed per savings device.

• Public outreach events were notably more successful in 2012 compared with 2011, with 

more than 240 customers signing up for Home Energy Reviews.

• In 2012, the program began utilizing online media campaigns through The Oregonian, The 

Columbian and Comcast as a means for reaching new customers. The ads are relatively 

inexpensive to purchase and have proven in other programs.

• Customer satisfaction surveys show 89 percent of Existing Homes participants were 

satisfied or very satisfied with their experience with Energy Trust in 2012—up from 86 percent in 

2011. The 143 program participants were surveyed by telephone shortly after completing energyefficiency upgrades and receiving an incentive check. 

New Homes

• A total of 189 ENERGY STAR® new homes received incentives in 2012. 

• Market share for the year was approximately 17 percent, a notable drop from just over 31 

percent in 2011. This is likely due to increased ENERGY STAR documentation requirements that 

took effect in 2012, as well as the significant increase in total housing starts from 667 in 2011 to

1,117 in 2012. Due to lengthy construction timelines, it is not known how many of these new 2012 

housing starts will be built to ENERGY STAR standards in 2013. 

• In 2012 642 high-efficiency gas clothes washers received incentives in a joint incentive offer 

with Clark Public Utilities. This successful collaboration will continue in 2013.
2012 Annual Report to OPUC Page 58 of 63 April 15, 2013

• Four tankless water heater incentives were processed in 2012.

• Clark County Food Bank agreed to deliver Energy Saver Kits through its food pantry 

locations. This initiative launched in Q4 and distributed 178 kits. 

E. Trade Ally Network 

• Energy Trust’s Trade Ally Network serving Washington customers continued its steady 

growth in 2012. 

• By year end, 189 trade allies served Washington, 29 more than had been enrolled at the end 

of 2011 and 57 more than had been enrolled by the end of 2010. Of the 189 trade allies, 78 were 

based in Washington—21 more than at the end of 2011.

• Breakfast meetings exclusively for Washington trade allies serving Existing Buildings and 

Existing Homes were held in Vancouver in June and December. These breakfasts have proved to 

be excellent forums, particularly on the residential side, where attendance and engagement by 

trade allies continues to increase. 

• Builders receiving ENERGY STAR incentives were required to become Energy Trust trade 

allies as of July 1, 2012, to ensure that proper insurance coverage is maintained by builders. This 

requirement had little impact on participation.
2012 Annual Report to OPUC Page 59 of 63 April 15, 2013

III. ANNUAL RESULTS

A. Activity highlights—sites served 

Q1 Q2 Q3 Q4 Total

Existing Commercial

School/college retrofits 4 3 -- 2 9

Other commercial retrofits 2 1 6 43 52

Studies -- -- -- -- --

Existing Homes

Weatherization (insulation, air and duct sealing and windows) 27 43 35 74 179

Gas hearths 16 19 9 32 76

Gas furnaces 41 32 14 63 150

Water heaters 8 5 16 22 51

Home Energy Reviews 32 11 40 69 152

New Homes

Builder Option Package 30 13 37 109 189

Clothes washers 139 151 156 196 642

B. Revenues

Source Actual Revenue YTD Budgeted Revenue YTD

NW Natural $ 1,261,914 $ 1,261,914

C. Expenditures 

Actual 

Expenditures YTD

Budgeted 

Expenditures YTD Variance

Existing Buildings $ 401,357 $ 599,880 $ 198,523

Subtotal $ 401,357 $ 599,880 $ 198,523

Existing Homes $ 453,644 $ 525,614 $ 71,971

New Homes $ 262,977 $ 316,275 $ 53,297

Subtotal $ 716,621 $ 841,889 $ 125,268

$ 38,530 $ 49,187 $ 10,657

$ 1,156,509 $ 1,490,957 $ 334,448

Commercial Programs

Residential Programs

Administration

TOTAL

The favorable spending variances in Existing Homes and New Homes reflect success in acquiring 

savings at a lower cost than budgeted. The favorable variance in the Existing Buildings program was 

driven in part by a shift in completion dates for three larger projects into 2013. As a result, these 

incentives will be paid in 2013.
2012 Annual Report to OPUC Page 60 of 63 April 15, 2013

Incentives paid 

Actual Incentives YTD

Existing Buildings $ 173,116

Subtotal $ 173,116

Existing Homes $ 162,801

New Homes $ 147,609

Subtotal $ 310,410

$ 483,526

Commercial Programs

Residential Programs

TOTAL

Incentives paid account for just under 50 percent of year-to-date program expense, when total program 

expense is adjusted down by 15 percent to account for costs that a utility-delivered program would 

recover through rates. This percentage would have been higher if savings had been acquired at a higher 

cost per therm. 

D. Savings 

Therms 

Saved YTD

Annual Goal 

(Conservative)

% 

Achieved 

YTD $/Therm

Levelized 

Cost/Therm

Existing Buildings 107,764 121,678 89% $ 3.85 40.8 ¢

Subtotal 107,764 121,678 89% $ 3.85 40.8 ¢

Existing Homes 66,810 63,373 105% $ 7.02 55.6 ¢

New Homes 38,912 29,645 131% $ 6.99 54.2 ¢

Subtotal 105,723 93,018 114% $ 7.01 55.0 ¢

213,486 214,696 99% $ 5.42 48.2 ¢

Commercial Programs

Residential Programs

TOTAL

While the rooftop unit tune-up savings were achieved cost effectively, particularly due to collaboration 

with Clark Public Utilities, the shorter measure lives of these improvements led to a higher levelized cost 

of savings for the Existing Buildings program than experienced in prior years. In total, the levelized cost is 

well below the $0.65 per therm performance metric set by the WUTC. 

E. Clark Public Utilities—rooftop HVAC unit tune-ups∗∗

Q3 Q4 YTD

Revenue $ 3,515 $ 120,213 $ 123,728

Expenses $ 3,704 $ 69,291 $ 72,995

Incentives $ 1,575 $ 53,865 $ 55,440 

Savings (kWh) 11,098 483,993 495,091

Levelized Cost per kWh 2.3¢

 ∗∗

Initiative began in Q3 2012. Electric savings in this table reflect an adjustment upward to account for reduced transmission and 

distribution line losses resulting from the savings.
2012 Annual Report to OPUC Page 61 of 63 April 15, 2013

APPENDIX 1: 2012 Energy Efficiency Measure Counts and Savings

Table 1: Residential Sector Measures

Category Measure Measures 

Installed

Total 

Therms 

Saved

Air Sealing Air Sealing 28 715

Blower Door Test 40 0

Air Sealing Total 68 715

Duct Sealing and Insulation Duct Insulation 9 132

Duct Sealing 65 2,176

Duct Testing 78 0

Duct Sealing and Insulation Total 152 2,308

Energy Saver Kits Energy Saver Kits Total 992 28,485

Home Energy Reviews Home Energy Reviews Total 153 0

Shell Insulation Ceiling Insulation 32 3,160

Floor Insulation 15 1,108

Wall Insulation 9 506

Shell Insulation Total 56 4,774

Space Heating Boiler 1 44

Furnace 152 10,655

Gas Fireplace 76 7,784

Space Heating Total 229 18,483

Water Heating Tank Water Heater 35 981

Tankless Water Heater 17 1,105

Water Heater Thermostat Set-Back 19 138

Showerheads Left Behind at Home Energy 

Review 191 2,424

Showerwands Left Behind at Home Energy 

Review 49 633

Faucet Aerators Left Behind at Home Energy 

Review 300 2,547

Cold Water Detergent Left Behind at Home 

Energy Review 39 226

Water-Saving Device Installed by Plumber 15 178

Water Heating Total 665 8,233

Windows Windows Total 84 3,812

New Homes ENERGY STAR New Home 189 18,494

Tankless Water Heater 4 260

Low-Income Energy Saver Kit 178 1,282

Showerheads Sold at Retail 1,828 16,354

High-Efficiency Clothes Washer 642 2,523

New Homes Total 2,841 38,912

Grand Total

 

5,240 105,723
2012 Annual Report to OPUC Page 62 of 63 April 15, 2013

Table 2: Commercial Sector Measures

Category Measure Measures 

Installed

Total 

Therms 

Saved

Foodservice Equipment Gas Fryer 5 2,845

Foodservice Equipment Total 5 2,845

Shell Insulation Ceiling Insulation 2 1,049

Shell Insulation Total 2 1,049

Space Heating Boiler 5 10,074

Boiler Pipe Insulation 12 34,904

Space Heating Total 17 44,978

Water Heating Conventional Condensing Tank 8 1,224

Tankless Water Heater 1 196

Water Heating Total 9 1,420

Rooftop HVAC Tune-up Rooftop HVAC Unit Tune-up DCV Control 177 56,330

HVAC Tune-up Total 177 56,330

Custom Building Operator Certification 1 1,142

Custom Total 1 1,142

Grand Total 211 107,764
2012 Annual Report to OPUC Page 63 of 63 April 15, 2013

APPENDIX 2: Customer Satisfaction

In 2012, Energy Trust continued short telephone surveys of NW Natural customers in Washington who 

had participated in Energy Trust programs. Energy Trust attempted to reach 150 residential customers 

(participants in the Existing Homes program) and all commercial customers served in NW Natural’s 

Washington service territory to determine satisfaction with their engagement in Energy Trust programs. 

Results from 143 residential customers and 5 commercial customers indicate a generally high level of 

customer satisfaction for both groups. 

Table 1: NW Natural Washington Residential Customer Satisfaction January 1-December 31, 2012

Residential (n=143) Dissatisfied Neutral Satisfied/Very 

satisfied

Overall 3% 8% 89%

Incentive application 2% 8% 90%

Turnaround time to receive incentive 11% 11% 78%

We were able to interview only 5 commercial customers (all participated in Q1 or Q2 2012) due to low 

project volume. Four of five respondents were satisfied or very satisfied with their overall program 

experience, interaction with program representative, and performance of equipment installed. All 

respondents were satisfied with the incentive amount and ease of applying for the incentive.

Table 2: NW Natural Washington Commercial Customer Satisfaction January 1-December 31, 2012

Commercial (n=5) Dissatisfied Neutral Satisfied/Very 

satisfied

Overall - 1 4

Incentive amount - - 5

Ease of applying for incentive - - 5

Interaction with program representative 1 - 4

Performance of equipment installed - - 4

Turnaround time to receive incentive - 2 3