Energy Trust of Oregon, Inc. 851 SW Sixth Avenue, Suite 1200 Telephone: 1-866-368-7878 

www.energytrust.org Portland, Oregon 97204 Facsimile: 503-546-6862 

Energy Trust of Oregon 

2007 Annual Report 

April 15, 2008 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

2

Table of Contents Page 

I Message from the Executive Director 3 

II Background, Mission and Goals 5 

III 2007 Highlights 5 

IV Revenues and Expenditures 7 

V Savings and Generation 8 

VI 2007 Performance Measures 9 

VII Projects Completed 12 

 

Appendix 

2002-2007 Progress toward 2012 Goals 13 

Energy Efficiency Program Descriptions 14 

Renewable Energy Program Descriptions 15 

2007 Energy Trust Board of Directors 16 

Board Development Guidelines 18 

2007 Advisory Council Members and Meetings 19 

2007 Call Volumes and Web Visits 20 

Audited Financial Statements 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

3

I Message from the Executive Director 

Over five years ago Energy Trust of Oregon, Inc., issued its first incentive payment. A $250 check, dated 

June 10, 2002, was delivered to a contractor to seal the heating ducts in a manufactured home. Since 

then, Energy Trust has cut thousands of incentive checks and provided personal assistance to help 

Oregonians make their homes and businesses more energy efficient and to generate clean energy. 

In March 2007, five years after opening its doors, Energy Trust proudly celebrated the progress 

Oregonians are making toward a clean energy future. During this past year, we’ve reflected on the 

dramatic turnaround in public opinion about global warming, evidenced by the variety of actions taken 

to create a more energy independent and sustainable Oregon. 

Propelled by the powerful “green wave,” Energy Trust made great gains in 2007. Our electric efficiency

programs saved 35 average megawatts in 2007, with cumulative results equal to 59% of our goal of 

saving 300 average megawatts by 2012. While 2007 gas savings remained constant compared to 2006, 

the three-year rolling average—the basis upon which the Oregon Public Utility Commission sets our 

minimum performance measures—increased by almost 40%. 

Renewable energy programs also gained significant ground in 2007, with generation exceeding any 

previous year. Solar electric and solar water heating installations increased 40-50%, depending upon the 

type. One utility scale wind project, Biglow Canyon, was completed with PGE. Goodnoe Hills, our 

second utility scale wind project with PacifiCorp, is headed toward completion in mid-2008. When all 

projects committed and scheduled for completion by 2010 are tallied, our cumulative renewable energy 

generation is projected to equal 75% of our ambitious 2012 direct acquisition goal of 150 average 

megawatts. 

In 2007 alone, total electric savings and generation is enough to power 64,000 homes, while we saved 

enough gas to heat 4,400 homes. Cumulatively, from 2002 through 2007 we have saved and generated 

enough clean electricity to power 173,000 homes and saved enough natural gas to heat 13,000 homes. 

 

Remarkably, while both savings acquisition and generation grew in 2007, they did so at a lower cost. The 

levelized cost of electric savings decreased to 1.4 cents per kilowatt hour, compared to 1.6 cents per

kilowatt hour in 2006. Earlier in 2007, the Oregon Public Utility Commission approved increasing the 

levelized cost per annual therm saved from 30 cents to 40 cents; actual cost for annual therms saved in 

2007 was 33 cents. 

While 2007 savings and generation topped all previous years, there was some foreshadowing of a 

weakening economy. For instance, while the number of ENERGY STAR® new homes certified in 2007 

exceeded 2006 numbers, it fell short of the 2007 target. By contrast, results for existing homes, existing 

and new buildings, and industrial projects remained stable. With energy costs continuing to rise while

access to capital falls, the business case for energy efficiency keeps getting stronger. 

Energy Trust’s operating model bodes well for Oregon’s economy and our environment. Participation in 

our trade ally network increased to over 800 in 2007. Many trade ally businesses credit Energy Trust for 

their stability and growth. The millions of dollars Energy Trust has invested in clean energy have offset 

over 450,000 tons of carbon dioxide generated by fossil fuels1

, the equivalent of taking over 80,000 cars 

off the road for a year. 

 

1

 Source: Phil Carver, Oregon Department of Energy, 2.08 lbs in Pacific Power service territory and 1.06 lbs in PGE’s service 

territory of carbon dioxide reduction per kWh of energy saved or generation using renewable resources, 11.7 lbs of carbon 

dioxide reduction per therm saved. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

4

2007 was a pivotal year for Energy Trust. The 2007 Oregon Legislature passed an aggressive Renewable 

Energy Act, shifting Energy Trust efforts to smaller scale renewable projects of 20 average megawatts or 

less. This same act paved the way for significant infusions of additional energy efficiency funds in 2008. 

Going forward, Energy Trust will be able to serve even more Oregonians with our programs. 

We thank all those we have worked with this past year to successfully deliver our programs. In addition, 

we wish to acknowledge our program participants, who demonstrate how to save, use and produce 

energy in a way that is better for us all. We look forward to building upon the momentum created in 

2007, making the energy future for our state ever brighter. 

Margie Harris, Executive Director 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

5

11 Background, Mission and Goals 

A. Background 

On March 1, 2007, Energy Trust marked five years of investing utility public purpose funds to help 

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

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

Natural, Cascade Natural Gas and Avista. 

Of Energy Trust’s 10 programs, six are managed internally and four—the residential and commercial 

efficiency programs—are managed by contractors. Within most programs, services are delivered by 

specialized providers who represent a network of over 800 business trade allies from around the state.

Our work is shaped by two advisory councils and is led by a diverse board of directors who volunteer 

their time and expertise. Via contract with the Oregon Public Utility Commission, we also comply with 

minimum requirements they establish for our performance. 

B. Mission 

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

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

C. Vision 

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

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

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

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

D. 2012 Goals2 

1. Save 300 average megawatts of electricity. 

2. Save 21 million annual therms of natural gas. 

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

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

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

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

III 2007 Highlights 

A. General 

• Helped over 48,000 Oregon homeowners, renters and businesses save energy and money—

about even with the number served in 2006. In addition to these numbers, over 920 thousand 

compact fluorescent light bulb packages were sold at retail outlets, installed during home energy 

reviews or otherwise provided—up threefold from 2006, and influenced by efforts of the 

Northwest Energy Efficiency Alliance. 

• Saved 35 average megawatts of electricity at a levelized cost of 1.4 cents per kilowatt hour—

significantly exceeding OPUC minimum performance measures. Electric savings in 2007 were 

over one-third higher than in 2006. 

 

2

 The 2012 goals were adopted as part of Energy Trust’s strategic plan and reflect the term of Energy Trust’s funding agreement 

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

principal funding mechanism, through 2025. Anticipating its funding agreement to be extended, in 2008 and 2009 Energy Trust 

will establish and adopt new goals. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

6

• Saved nearly 2.3 million therms of natural gas at a levelized cost of 33 cents per therm, 

significantly exceeding OPUC performance measure. Gas savings fell slightly in 2007 compared 

to 2006. 

• Completed the 47 average megawatt PGE Biglow Canyon Wind Project and Energy Trust’s first 

small hydro project. 

• Nearly doubled the number of solar water heating installations over 2006, and increased the 

number of solar electric projects over 2006 by 40%. 

• Launched a small wind program and dairy biogas initiative. 

• Maintained low administrative costs, well within the OPUC performance measure. 

• Supported the growth of over 800 Oregon businesses that are strengthening the state’s 

economy as trade allies, many of which are small businesses in local communities. 

• Generated $35 million in wages, $7.5 million in new business income and created 850 new jobs3

as a result of 2007 program activity. 

• In addition, Energy Trust participants continue to save money from the energy-savings measures 

they installed between 2002 and 2006. The cumulative effects of these savings generated an 

additional $43 million in wages, $6.9 million in new business income and over 1,300 new jobs. 

• Cumulatively saved 178 average megawatts of electricity and 6.7 million annual therms of natural 

gas, equivalent to 59 percent and 32 percent of our respective, and ambitious, 2012 electric and 

gas saving goals. 

• Cumulatively generated 64 average megawatts of renewable energy, approximately 43 percent 

of the aggressive 2012 goal of 150 average megawatts, continued construction of 30 more 

average megawatts, and have an additional 18.9 average megawatts already committed between 

2008 and 2010. All these projects combined are equal to 75 percent of the 2012 goal. 

• Improved air quality by offsetting over 450,000 tons of carbon dioxide generated by fossil fuels4, 

the equivalent of taking over 80,000 cars off the road for a year. 

B. Residential efficiency programs 

• Conducted 5665 energy reviews, installing 37,674 compact fluorescent light bulbs, 3,484 

showerheads, and 7,278 aerators in these homes. 

• Supported over 40,087 internet users employing the online Home Energy Analyzer. 

• Helped fund the purchase of 19,878 energy efficient clothes washers in 8,761 homes with 

electric hot water and 11,117 homes with gas hot water. 

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

equipment and energy efficient windows in 10,478 single family homes, 5,921 multifamily units, 

and 874 manufactured homes. Of these, 7,673 homes received electric efficiency measures and 

8,442 received gas efficiency measures, with 1,158 sites saving both gas and electricity. 

• Installed solar water heating systems in 144 homes with electric hot water and 92 homes with 

gas hot water. 

C. Commercial efficiency programs 

• Installed high efficiency measures such as energy efficient lights and efficient heating, ventilating 

and air conditioning equipment in 1,901 commercial buildings, resulting in an average incentive 

payment per site of nearly $1,392. Of this total, 1,120 buildings received electric efficiency 

 

3

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

investment of public purpose funds. This economic impact for 2007 includes a one time, large impact from construction of a 

utility scale wind farm project. 

4

 Source: Phil Carver, Oregon Department of Energy, 2.08 lbs in Pacific Power service territory and 1.06 lbs in PGE’s service 

territory of carbon dioxide reduction per kWh of energy saved or generation using renewable resources, 11.7 lbs of carbon 

dioxide reduction per therm saved.
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

7

measures, 726 buildings received gas efficiency measures, and 55 buildings saved both gas and 

electricity. 

• A total of 200 highly efficient new commercial buildings were completed, with an average 

incentive payment per site of $13,520. 

• Installed solar water heating systems in 11 businesses with gas hot water. 

D. Industrial efficiency programs 

• Completed electric energy saving projects at 226 manufacturing firms, with an average incentive 

payment of $29,109. 

• This included one “megaproject,” SP Newsprint. 

E. Renewable energy programs 

• Provided incentives to help install solar electric systems in 175 homes and 51 commercial 

buildings. Since 2002 Energy Trust has funded over 3 megawatts of new solar installations for 

Portland General Electric and Pacific Power in Oregon. 

• Provided financial support to Portland General Electric’s Biglow Canyon Wind Farm and our 

first small hydro project. 

• Diversified our offerings by designing niche offerings and marketing strategies serving the dairy 

industry and promoting small-scale wind development. 

IV Revenues and Expenditures 

• Received $63.3 million during 2007. 

• Spent $56.53 million (including carryover funds from prior years). 

• Paid $31.56 million in incentives to end users. 

A. Revenues 

Total 2007 revenues received from each utility were very close to projections. 

Source Actual revenues received Budgeted revenues Annual

Portland General Electric $32,414,944 $28,952,915 

Pacific Power $20,196,049 $19,569,605 

NW Natural $9,622,649 $9,247,863 

Cascade Natural Gas $934,266 $889,636 

Avista $160,163 $278,000 

Conservation Rate Credit, PGE $550,000 $1,100,000 

Conservation Rate Credit, PAC $0 $800,000 

Total $63,878,071 $60,838,019 

B. Expenditures 

Electric efficiency spending fell below budget by about 19% for the year. Despite under-spending, 

programs were able to exceed the best case savings goal, demonstrating our ability to acquire more 

electric savings at a lower cost. In addition, some project completions, along with carryover funds to

support them, were transitioned into 2008. Gas spending was under budget by only 7%, with savings shy 

of the best case goal, suggesting gas savings cost slightly more to obtain than was budgeted. 

Renewable program spending was also below budget for the year, as was corresponding generation. 

Renewable incentives (above market costs) and corresponding generation are reported for programs 

upon completion. The Goodnoe Hills wind project, expected to be completed by year end 2007, was 

delayed until summer 2008. Despite the delay, the renewables programs were able to achieve their 

highest ever annual generation. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

8

Type Actual Expenditures Annual Budgeted Expenditures Annual

Energy Efficiency programs $44,143,106 $52,947,134 

Renewable Energy programs $9,928,524 $12,027,478 

Administration $2,461,718 $2,982,708 

Total $56,533,348 $67,957,320 

Incentives Paid 2007 

0 Energy Efficiency Renewable Energy Total 

Quarter PGE 

Pacific 

Power 

NW 

Natural 

Cascade 

Natural 

Gas Avista PGE 

Pacific 

Power 0 

Q1 $712,751 $808,544 $548,707 $32,144 $6,181 $390,541 $182,368 $2,681,236 

Q2 $1,607,257 $1,252,064 $1,049,745 $60,097 $5,954 $150,549 $233,167 $4,358,833 

Q3 $3,920,123 $1,727,066 $1,170,782 $54,197 $9,099 $216,900 $295,061 $7,393,228 

Q4 $4,765,811 $3,586,467 $1,884,071 $133,107 $16,812 $6,460,315 $276,796 $17,123,379 

Total $11,005,942 $7,374,141 $4,653,305 $279,545 $38,046 $7,218,305 $987,392 $31,556,676 

V Savings and Generation 

A. Electric efficiency savings 

In 2007, Energy Efficiency programs saved 35 average megawatts, achieving 107 percent of Energy 

Trust’s 2007 “best case” projection of 33 average megawatts. Since March 1, 2002, these programs have 

cumulatively saved 178 average megawatts, or 59 percent of Energy Trust’s 2012 goal5. The totals reflect 

the annual “true up” that takes into account evaluation results, market research and other factors.6 

The cost of acquiring the 35 average megawatts was $1.03 million per average megawatt—a significant 

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

Electric Efficiency Savings

Annual 2007

Residential 7.50 5.30 13.00 14,710,094 $1.20 1.60 ¢

Commercial 4.00 2.10 6.20 9,462,730 $1.50 1.80 ¢

Industrial 11.00 5.60 16.00 12,226,518 $0.75 1.10 ¢

Total Energy Efficiency programs 23.00 13.00 35.00 36,399,342 $1.00 1.40 ¢

mil $ / 

aMW

Levelized 

PGE aMW Cost/kWh

Pacific 

Power 

aMW

Total 

Savings 

aMW Expenses

*

 Includes transmission and distribution savings 

B. Gas efficiency savings 

In 2007, efficiency programs saved 2.3 million annual therms of natural gas, falling slightly short of our 

2007 best case projection of 2.4 million annual therms. Since gas programs began in 2003, cumulative 

savings of 6.7 million annual therms have been realized, accounting for 32 percent of the 2012 goal. 

 

5

 Savings from self-directed efficiency projects also count toward the goal of achieving 300 aMW of savings by 2012. To date, 

18.9 aMW of savings have been achieved by industrial consumers via self-directed funding. 

6 Uncertainty remains about savings for some larger industrial projects and will be resolved in the 2008 true-up. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

9

Gas Efficiency Savings

Levelized 

Cost/

Annual 2007 Therm

Residential 970,000 130,000 8,200 1,100,000 7,298,841 $6.60 46 ¢

Commercial 1,100,000 19,000 0 1,100,000 2,412,365 $2.10 19 ¢

Industrial 3,100 0 0 3,100 39,307 $13.00 79 ¢

Total Energy Efficiency Programs 2,100,000 150,000 8,200 2,300,000 9,750,513 $4.30 33 ¢

Expenses

$ / 

Therm

NWN 

Therms

Cascade 

Natural 

Gas Avista

Total 

Savings 

Therms

C. Renewable energy generation 

Renewable energy programs progressed well during 2007. Total generation for the year of 47 average 

megawatts greatly exceeded past years while falling short of 2007 goals. To date, cumulative renewable

energy generation totals 64 average megawatts, or 43% percent of the 2012 aggressive direct acquisition 

goal of 150 average megawatts. Energy Trust’s final utility scale project7, Pacific Power’s Goodnoe Hills 

wind project, will come on line in 2008, producing 30 average megawatts. Another 19 average 

megawatts will be generated when commitments to projects come on line between 2008 and 2010. 

Renewable Energy Generation

Annual 2007

Biopower 0.00 0.00 0.00 491,732 n/a n/a

Open Solicitation 0.01 0.00 0.01 544,321 $54 n/a

Solar Electric Program 0.06 0.08 0.14 2,497,003 $18 16 ¢

Utility Scale 47.00 0.00 47.00 6,434,926 $0.14 0.10 ¢

Wind Program 0.00 0.00 0.00 415,511 n/a n/a

Total Renewable Programs 47.00 0.08 47.00 10,383,493 $0.22 0.20 ¢

mil $ / 

aMW

Levelized 

Cost/kWh

PGE 

aMW

Pacific 

Power 

aMW

Total 

Generation 

aMW

Annual 

2007 

Expenses

*

 Projects completed and were operating in 2007. 

VI 2007 Performance Measures 

Each year the Oregon Public Utility Commission establishes minimum performance measures for Energy 

Trust. Performance measures for energy efficiency programs and renewable energy programs are set at 

an aggregated level rather than at a sector level. This allows Energy Trust to pursue different program 

strategies in different sectors as market forces and technological advances change. 

The following minimum performance measures apply in 2007. 

Electric Efficiency Performance Targets 

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

average 

Exceeded, with 2005-2007 average annual electric efficiency savings = 34 average megawatts 

• Average levelized life-cycle cost should be less than 2 cents per kilowatt hour 

Exceeded, with 2007 average levelized life-cycle cost = 1.4 cents per kilowatt hour

 

7

 In 2007 the Oregon Legislature passed renewable portfolio standard legislation requiring utilities to meet renewable 

generation goals and limiting Energy Trust support to renewable projects to 20 MW or less. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

10

Natural Gas Efficiency Performance Targets 

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

average 

Exceeded, with 2005-2007 average annual gas efficiency savings = 2.0 million annual therms

• Average levelized life-cycle cost should be less than 40 cents per therm 

Exceeded, with 2007 average levelized life-cycle cost = 33 cents per therm

Renewable Resource Development Targets 

• From new utility-scale renewable resources, develop 9 average megawatts, computed on a 

three-year rolling average, and consistent with each utility’s acknowledged Integrated Resource 

Plan 

Exceeded, with 2005-2007 average annual renewable resources = 16 average megawatts. This is 

consistent with each utility’s acknowledged Integrated Resource Plan

• From a variety of smaller-scale projects, secure at least 3 average megawatts of new renewable 

resources per year, computed on a three-year rolling average 

Behind 2007 target (0.9 AMW). Additional large-scale development more than exceeding this smallscale project shortfall; between 2008 and 2010 projects in the excess of 19 average megawatts have 

been committed at this time

Financial Integrity 

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

Full compliance, with an unqualified financial audit opinion for 2007. 

Program Delivery Efficiency 

• Keep administrative and program support costs8 below 11 percent of annual revenues 

Exceeded, with 2007 administrative and program support costs at 6 percent of annual public purpose 

revenues.

Customer Satisfaction 

• Demonstrate reasonable customer satisfaction rates with Energy Trust services[1] 

In 2007 and early 2008, evaluations incorporating customer satisfaction measures were completed for 

Building Efficiency, New Building Efficiency, Production Efficiency, Multifamily Home Energy Savings, 

Efficient New Homes and Home Energy Solutions.

In 2007, evaluations showed satisfaction with our commercial and industrial programs was high. Eightyfive percent of participants in the Building Efficiency and New Building Efficiency programs indicated

they were satisfied or extremely satisfied. Ninety-four percent of Production Efficiency program 

participants indicated they were satisfied with their overall experience. 

In the residential sector, 91 percent of participants in the Multifamily Home Energy Savings program 

reported being satisfied or extremely satisfied. Builders participating in the Efficient New Homes 

 

8

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

incentive, program payroll and related expenses, call center and program outsource services. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

11

program were extremely satisfied; only one builder surveyed indicated an overall satisfaction rating of 

less than 8 on a scale of 1 to 10. Eighty-six percent of participants in the Home Energy Solutions 

program reported being satisfied or extremely satisfied with the overall program experience. 

Energy Trust recorded 7 customer complaints in 2006, and 34 since beginning operations in 2002.

Benefit/Cost Ratios 

• Report benefit/cost ratios for larger conservation acquisition programs for 2007.9 

 Program Utility system benefit-cost ratio Societal benefit-cost ratio

1. E xisting Homes 2.7 1.5

2. New Homes and P roducts 2.8 2.6

3. E xisting Buildings 4.3 1.4

4. New Buildings 6.4 2.8

5. P roduction E fficiency 7.7 3.0

6. NW E nergy E fficiency Alliance 12.0 4.0

 

9

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

measures must cost less than acquiring the energy from conventional sources. 
Energy Trust of Oregon 2007 Annual Report April 15, 2008 

12

VII Projects Completed 

0 0

0 0 Total Electric-only Gas-only Both

0 ENERGY EFFICIENCY 0 0 0 0

0 0 0 0

0 ENERGY STAR new homes constructed 974 178 68 728

0 ENERGY STAR new homes enhanced 1,721 12 396 1,313

0 Efficient new manufactured homes purchased 191 165 16 10

0 Home energy reviews conducted 5,665 2,861 374 2,430

0 Single family homes retrofitted 10,478 2,027 8,226 225

0 Manufactured homes retrofitted 874 853 19 2

0 Multifamily units retrofitted 5,921 4,793 197 931

0 New multifamily units enhanced 0 0 0 0

0 Residential solar water heating installations 236 144 92 0

0 ENERGY STAR clothes washer rebates 19,878 8,761 1,777 9,340

0 Refrigerator exchange pilot 213 211 0 2

0 CFL packages sold/provided 923,714 923,714 0 0

0 0 0 0

0 Existing buildings retrofitted 1,901 1,120 726 55

0 Efficient new buildings constructed 200 102 11 87

0 Solar water heating commercial installations 11 5 6 0

226 225 1 0

0 TOTAL EFFICIENCY 972,203 945,171 11,909 15,123

0 RENEWABLE ENERGY INSTALLATIONS 0 0 0 0

0 Biopower project installations 0 0 0 0

0 Open solicitation project installations 1 1 0 0

0 Solar electric residential installations 175 175 0 0

0 Solar electric commercial installations 51 51 0 0

0 Utility scale project installations 1 1 0 0

0 Wind project installations 0 0 0 0

0 TOTAL RENEWABLES 228 228 0 0

Residential projects

Commercial projects

Industrial projects

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

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

measures, this installation counts as a separate project. 

• Each apartment unit treated counts as one project. 

• Each manufactured home counts as one project. 

• Measures installed in separate facilities within a large industrial complex count as separate projects.
Energy Trust 2007 Annual Report April 15, 2008 

13

Appendix 

2002-2007 Progress towards 2012 Goals

32%

43%

59%

21 Million 150 aMW

Therms

300 aMW

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMW

Goal
Energy Trust 2007 Annual Report April 15, 2008 

14

Energy Efficiency Program Descriptions 

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

referrals to qualified contractors and cash incentives for qualified improvements from insulation to duct 

sealing to energy efficient electric, gas and solar water heaters, furnaces and heat pumps. Other offerings 

include Home Performance with ENERGY STAR®, a diagnostic audit conducted by Building Performance 

Institute-certified contractors, as well as energy efficiency improvements targeting multifamily and 

manufactured home dwellings. The program also offers the web-based Home Energy Analyzer to help 

residential customers learn how they can improve the efficiency of their homes. The program started in

March 2003 and is implemented by Conservation Services Group. 

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

STAR qualified homes in Oregon by creating homebuyer demand for them and supporting contractors 

who build them. The program utilizes whole-house and stand-alone incentives to aid builders in 

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

marketing support. The program also promotes the sale of energy efficient manufactured homes. The 

products track offers cash incentives for purchase of ENERGY STAR qualified clothes washers and 

lighting, provides compact fluorescent light bulbs to electric ratepayers who complete the online Home

Energy Analyzer, and promotes the "Change a Light, Change the World" compact fluorescent light bulb 

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

Energy Conservation, Inc. 

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

incentives for existing Oregon commercial and institutional facilities. Incentives are offered for qualified 

improvements such as lighting, HVAC, motors, controls, energy efficient electric, gas and solar space 

and water heaters, restaurant equipment and insulation. Services include energy surveys and technical 

analysis, contractor referrals, project facilitation and post-installation assistance. The program began in 

February 2003 and is implemented by Lockheed Martin.

New Building Efficiency. Financial incentives for high efficiency electric and gas equipment, energy 

modeling and design assistance help customers maximize efficiency of commercial and industrial new 

construction projects, major renovations and additions to existing buildings. Program participants can

leverage incentives from four distinct program tracks including: Custom Track, Standard Track, LEEDNC Track and ENERGY STAR Track. The program was launched in October 2003 and is implemented 

by Science Applications International Corporation. 

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

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

Measures include energy efficient pumps, fans, refrigeration, controls, compressed air systems and 

material transport. The program launched in May 2003 and transitioned at the end of 2007 from 

management by Lockheed Martin to in-house management. 

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

Northwest Energy Efficiency Alliance. An Energy Trust representative serves on the Alliance board of 

directors, with Margie Harris taking over for Fred Gordon in November of 2007. The Alliance 

influences regional energy efficient design and purchasing practices by providing training and coordinating 

regional marketing activity. The Alliance is funded by BPA, Energy Trust and regional utilities. 
Energy Trust 2007 Annual Report April 15, 2008 

15

Renewable Energy Program Descriptions 

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

developers of wind and other large-scale renewable energy projects and provides incentives to cover 

the above-market costs for generation. Projects are acquired through a competitive solicitation 

processes in partnership with Portland General Electric and Pacific Power.

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

to qualified solar contractors to help homeowners and businesses generate on-site, pollution-free power 

from the sun. 

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

energy projects using commercial technologies that are not eligible for incentives through Energy Trust’s 

other renewables programs. It also helps provide experience in renewable energy sectors that may in 

the future merit their own programs. 

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

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

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

operations, and landfill gas, among others. 

Wind. The wind program’s four ongoing elements include: 1) funding support for on-site use as well as 

local projects in clusters up to 20 megawatts that deliver power to the grid; 2) resource assessment 

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

Laboratory, to help landowners determine whether sites have sufficient wind generation potential; 3) 

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

project development. A fifth element, support for utility scale wind projects, will end with completion in 

2008 of the Goodnoe Hills wind farm. 
Energy Trust 2007 Annual Report April 15, 2008 

16

2007 Energy Trust of Oregon Board of Directors 

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

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

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

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

Tom retired from the board in 2008. 

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

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

Eugene Water and Electric Board. Since then he has served as the chair of the American Solar Energy 

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

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

was re-elected to a new three year term in 2007 and was elected President in 2008. 

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

providing commercial tenant improvement and renovation and residential remodeling services. 

InterWorks is an award-winning company 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 3 years.

Debbie also serves on the boards of the Portland Business Alliance, Portland Building Owners and 

Managers Association and the Oregon Remodelers Association. She is past president of the Portland 

Commercial Real Estate Women (CREW) Board of Directors. Debbie was re-elected to a new three year 

term in 2007.

TREASURER – John Klosterman is vice president of operations at Rejuvenation Inc., having served 

the company for 14 years. As part of a state pilot project, he led his company's implementation of an 

International Organization for Standardization 14001-based energy management program based on the 

sustainability principles of The Natural Step. For the past 7 years he has worked directly with Asian 

suppliers to reduce their environmental impacts, while implementing socially responsible policies and 

programs in Rejuvenation’s Portland operations. 

Julie Hammond is the president of Sage Insurance Center in Bend. She has over 20 years experience 

in the insurance industry. Julie currently serves Deschutes United Way as campaign chair. She brings a

customer service orientation, small business perspective and regional representation to Energy Trust 

program delivery. 

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

president and founder of the Jubitz Family Foundation and serves as director of two private start-up 

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

member of the Portland Schools Foundation, director emeritus of Morrison Child and Family Services, 

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

brings a strong business sense to the board. He has a bachelor of science degree from Yale University 

and an MBA from the University of Oregon School of Business. 

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

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

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

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

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

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

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

Clark Law School and the University of Oregon School of Business. 
Energy Trust 2007 Annual Report April 15, 2008 

17

Rick Applegate is the Portland Harbor Superfund Administrator at the City of Portland Bureau of 

Environmental Services. He served as staff director in the U.S. Senate and House of Representatives. 

Since then, he has worked for nearly 25 years on energy and environmental issues, principally as an 

advocate for salmon and their watersheds. Rick was the fish and wildlife director for the Northwest 

Power Planning Council, west coast conservation director for Trout Unlimited and administrator of the 

Habitat Conservation Division at National Marine Fisheries Service (NOAA). He was the chair of the 

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

Comprehensive Energy Review. He has also served on the executive committee of For the Sake of 

Salmon, and on the boards of the Pacific Salmon Watershed Fund and the Sustainable Fisheries 

Foundation.

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

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

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

legislation. He is on the executive boards of the Fair and Clean Energy Coalition, the Northwest Energy 

Coalition and the Renewable Northwest Project. 

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

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

ponds and irrigated pastures. She has 17 years experience managing commercial greenhouses and a 

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

regional representation to the Energy Trust Board. Vickie was re-elected to a new three year term in 2007. 

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

Assistance Commission. She is active in her community serving as a commissioner and vice chair for 

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

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

of the nonprofit organization that manages Mingus Park Municipal Pool, serves the Oregon Community 

Foundation as a volunteer grant evaluator, and recently stepped down after 17 years on the board of 

Bob Belloni Ranch, Inc., a residential treatment facility for adolescent offenders. Caddy brings private, 

nonprofit and economic development experience, years of community service and a South Coast 

perspective to her service to Energy Trust. 

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

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

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

joining Weyerhaeuser, he was director of energy for Willamette Industries, holding similar 

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

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

Energy Trust board. Alan was re-elected to a new three year term in 2007.

ex-officio

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

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

Department of Energy for the previous decade. He was administrator of the ODOE’s policy and 

planning division from 1987 to 1993. John 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

William Nesmith was the assistant director for conservation at the Oregon Department of Energy 

until February 2008. Bill has a master of science degree and over 20 years experience in the field of 
Energy Trust 2007 Annual Report April 15, 2008 

18

energy efficiency. He has worked as a land use planner for local government, been a program manager 

with state government, and served as a public utilities specialist with the Bonneville Power 

Administration. In his ODOE position he directed energy efficiency and renewable resource programs 

for Oregon homeowners, businesses, and public institutions that have a combined budget of over $10 

million. Bill resigned from ODOE and therefore no longer serves as ODOE’s Special Board Advisor. Betty Merrill 

was named to replace Bill in April 2008. 

Board Development Guidelines 

April 16, 2007

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

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

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

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

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

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

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

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

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

with appropriate experience from throughout the state. At this same time, the board expanded its size 

to 12 voting members to allow further diversity. 

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

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

insurance), government and nonprofit energy sectors and higher education. Members come from Coos 

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

eight are men. The board’s Oregon Public Utility Commission (OPUC) ex-officio member is 

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

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

Programs, was appointed to fill this “special advisor” position. Bill resigned from his position at ODOE 

in 2008. 

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

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

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

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

public comment is included in every meeting. 

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

board member and the special advisor from ODOE do not receive confidential information. Once a 

year, board and staff members participate in a planning session to review progress and discuss the 

Energy Trust’s strategic direction. Board development is a part of this public planning session, as needed. 
Energy Trust 2007 Annual Report April 15, 2008 

19

2007 Advisory Council Members and Meetings 

Conservation Advisory Council 

Steve Bicker, NW Natural 

Jeff Bissonnette, Fair and Clean Energy Coalition 

Julie Brandis, Associated Oregon Industries 

Gary Curtis, D&R International 

Suzanne Dillard, Oregon Department of Energy 

Michael Early, Industrial Customers of Northwest Utilities 

Thomas Eckhart, UCONS LLC 

Tom Eckman, Northwest Power Planning Council 

Andria Jacob, City of Portland, Office of Sustainable Development 

Don Jones, PacifiCorp 

Ken Keating, Bonneville Power Administration 

Lori Koho, Oregon Public Utility Commission 

Mat Northway, Eugene Water & Electric Board 

Paul Olson, Oregon Remodelers Association 

Stan Price, Northwest Energy Efficiency Council 

Lauren Shapton, Portland General Electric 

Susan Steward, BOMA 

Steve Weiss, Northwest Energy Coalition 

Energy Trust board members who regularly attend CAC: 

Jason Eisdorfer 

Debbie Kitchin 

Alan Meyer 

John Reynolds 

2007 Meeting Dates CAC Major Discussion Topics 

January 17 Business Energy Solutions – Existing Buildings 2007 Incentive Changes Summary, 

Business Energy Solutions – Production Efficiency 2007 Proposed Incentive Changes 

Summary, Available Incentive Funding Web Posting, Home Energy Solutions – Existing 

Homes 2007 Proposed Incentive Changes Summary 

February 21 Business Energy Solutions – Existing Buildings 2007 Incentive Changes Summary, 

Business Energy Solutions – Production Efficiency 2007 Proposed Incentive Changes 

Summary, Available Incentive Funding Web Posting, Home Energy Solutions – Existing 

Homes 2007 Proposed Incentive Changes Summary 

March 14 Program Delivery Model Update, Budget Reallocation of 2006 Carryover Funds, 

Efficiency Program Savings Potential Forecast 

April 18 Program Delivery Model Evaluation Preliminary Findings, New Gas Efficiency Measures 

May 16 Program RFP Schedules, Program Delivery Model Enhancement Exploration, Exclusive 

Residential Trade Ally Network, 1st Quarter Program Results Highlights 

June 20 Residential Code Change Implications for New Homes Program, Residential Trade Ally 

Exclusive Network, Board Strategic Planning Workshop Results 

September 19 2nd Quarter Program Results, Existing Buildings and Existing Homes Recompete Status, 
Energy Trust 2007 Annual Report April 15, 2008 

20

Renewable Energy Act Incremental Funding Program Impact, Energy Trust Trade Ally 

Network Oversight 

October 17 2008 Draft Budget, 2008 New Buildings Incentive Changes Oversight, Electric Utility 

Incremental Funding Rate Filing Update 

November 28 2008 Budget and Action Plan, 2008 PUC Performance Measures and Avoided Costs, 

Existing Buildings 2008 Incentive Changes, Biofuel Efficiency Projects 

Renewable Energy Advisory Council

Doug Boleyn, Cascade Solar Consulting 

Debra Malin, Bonneville Power Association 

Angus Duncan, Bonneville Environmental Foundation 

Thor Hinkley, Portland General Electric 

Jeff King, Northwest Power & Conservation Council 

Justin Klure, Oregon Department of Energy 

Troy Gagliano, Renewable Northwest Project 

Kyle Davis, Pacific Power 

Lori Koho, Oregon Public Utility Commission 

Frank Vignola, Solar Monitoring, University of Oregon 

Chris Taylor, Horizon Wind Energy 

Energy Trust board members who regularly attend RAC: 

Alan Meyer 

John Reynolds 

2007 Meeting Dates RAC Major Discussion Topics 

January 17 Portland Habilitation Center Large-scale Solar Project, Small-scale Wind Project, 

Community Renewable Energy Association, Regulatory Update 

March 14 Solar Impact Evaluation, PMC & Process Evaluation, Green Tag Policy, Program & 

Budget Updates 

April 18 Legislative Update, Wind Integration, Oregon Green Power Options, PMC Model 

Evaluation, Not-for-profit Solar Incentive 

May 16 Legislative Update, Strategic Issues 

June 20 Legislative Update, Strategic Planning Follow-up, Portland Community Center, 

Small Wind Program Draft Design, Hydropower Policy Recommendations 

July 18 Swalley Irrigation District, Green tag exemption for PV on new homes, 

Demonstration Project Policy, Renewable Energy Goals 

September 19 Large Scale Solar Electric Project, Small Scale Hydro Project, SB838 Rulemakings, 

Renewable Program Activities 2008-2009 

October 17 Emerging technologies, Draft 2008 Renewable Energy Program Budgets 

November 28 Marketing Solar to Residential Customers, 2008-2009 Renewable Energy Program 

Budgets 
Energy Trust 2007 Annual Report April 15, 2008 

21

500

1000

1500

2000

2500

3000

3500

4000

Calls 2077 1931 1745 3839 1718 2259 1476 1485 2260 3267 3729 2189

Jan 07 Feb 07 Mar 07 Apr 07 May 07 Jun 07 Jul 07 Aug 07 Sep 07 Oct 07 Nov 07 Dec 07

40000

45000

50000

55000

60000

65000

70000

75000

80000

85000

Visits 50995 47761 56098 55013 54050 73795 75952 66131 73259 82837 78527 68417

Jan 07 Feb 07 Mar 07 Apr 07 May 07 Jun 07 Jul 07 Aug 07 Sep 07 Oct 07 Nov 07 Dec 07

2007 Call Volumes 

2007 Web Visits