Energy Trust of Oregon, Inc. 

2004 Annual Report 

April 15, 2005 

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

 www.energytrust.org Portland, OR 97204 Facsimile: (503) 546-6862
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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Table of Contents Page 

I Message from the Executive Director 3 

II Background, Mission and Goals 4 

III 2004 Highlights 4 

IV Revenues and Expenditures 6 

V Savings and Generation 6 

VI 2005 Performance Measures 8 

VII Projects Completed 9 

VIII Projects by Region 9 

 Portland Area 9 

 Willamette Valley 10 

 North Coast and NW Oregon 11 

 Southern Oregon and South Coast 12 

 Central Oregon 13 

 Columbia Gorge and NE Oregon 13 

 

Appendix 

Progress Toward 2012 Goals 16 

Energy Efficiency Program Descriptions 16 

Renewable Energy Program Descriptions 17 

2004 Board of Directors 18 

Board Development Guidelines 20 

2004 Advisory Council Members and Meetings 22 

2003 Call Volumes and Web Visits 24 

Audited Financial Statements 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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I Message from the Executive Director 

Energy Trust investments in energy efficiency and renewable energy help fuel our state’s economy, 

strengthen businesses and keep Oregonians employed. Since opening our doors in March 2002, Energy 

Trust has helped 86,000 households and 3,200 businesses in over 200 Oregon communities manage 

their utility bills, increase the comfort of their homes, enhance business productivity, and enjoy a hedge 

against future rate increases. The energy saved and produced from Energy Trust programs is enough to 

power nearly 50,000 homes each year. 

We treat energy conservation and efficiency as a resource to be acquired at about half the cost of 

generating energy in a fossil-fuel power plant. A typical home or business can recapture 20% or more of 

the energy used simply by installing more efficient equipment and energy saving measures. 

Energy Trust programs and incentives are making it more affordable for utilities, individual businesses 

and residents to use renewable energy. While renewable energy requires added investment on the front 

end, power from the sun, wind and other clean and abundant resources has multiple, long-lived benefits 

for investors and their communities. 

In our quest to bring these opportunities to Oregonians, Energy Trust set aggressive goals. By 2012, 

Energy Trust programs are geared up to help Oregonians save 300 average megawatts (aMW) of 

electricity and 19 million annual therms of natural gas and meet 10 percent of Oregon’s energy needs 

through renewable sources. Combined, that’s enough power to offset the need for at least one new 

large fossil-fueled power plant. To reach these goals, a diverse array of programs is gaining momentum 

and being well received in the marketplace. Participant rates are robust and continuing to rise. 

This annual report reviews the progress the Energy Trust made in 2004 – a year in which we built upon 

our start-up efforts and made strong inroads into the markets we serve. Our accomplishments are 

noteworthy. Renewable energy results shone bright in 2004, delivering 122 percent of the 2004 annual 

target. More energy efficiency projects than expected will be carried forward for completion in 2005 

rather than 2004, with the result that 76% of the 2004 electric energy efficiency goal was reached. These 

are larger, more complex projects requiring longer lead times before savings begin accumulating. 

Similarly, roughly half the anticipated gas savings were actually installed in 2004, with projects rolling 

over instead to 2005. With committed projects in the pipeline, I see our ability to reach efficiency 

savings targets as a forecasting challenge, more about when savings will be acquired and less about if we 

can achieve our goals. 

To reach our long-term goals, Energy Trust must continue to be flexible, innovative and efficient in 

delivering energy savings and renewable power to the Oregonians we serve. In 2005, our program 

participation rates will continue growing, with the expanded involvement of our trade allies, Portland 

General Electric, Pacific Power and NW Natural and our colleagues at the Oregon Department of 

Energy. 

My thanks to our dedicated board of directors, advisory councils, contractors and other collaborating 

organizations for taking us to a new level of service and accomplishment in 2004. Collectively, we are up 

to the challenge and our eyes are on the prize: an environmentally sound and sustainable energy future 

for Oregonians. 

Sincerely, 

Margie Harris 

Executive Director 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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11 Background, Mission and Goals 

A. Background 

The Energy Trust began work in March 2002 as an independent nonprofit organization dedicated to 

energy efficiency and renewable energy production. We serve and are funded by Oregon customers of 

Pacific Power, Portland General Electric and NW Natural. 

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

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

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

board. 

B. Mission 

The Energy Trust’s mission is to change how Oregonians produce and use energy. Through innovative 

programs, we invest in efficient technologies and renewable resources that: 

• Develop new sources of clean energy 

• Help Oregonians lower their energy bills 

• Stimulate the economy 

• Protect the environment 

C. Goals 

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

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

energy sources to meet the following goals by 2012: 

• Save 300 average megawatts of electricity, enough to power two cities the size of Bend 

• Save 19 million annual therms of natural gas – enough to meet the annual needs of 26,000 homes

• Meet 10 percent of Oregon’s energy requirements (450 average megawatts) 

III 2004 Highlights 

A. General 

• Helped nearly 29,000 Oregon homes and businesses save energy and money 

• Saved and generated enough electricity to power 17,000 homes 

• Saved enough natural gas energy to fuel over 1,000 gas-heated homes 

• Leveraged resources by collaborating with our utility partners, organizations with similar 

missions and utility customer advocates 

• Powered the growth of nearly 380 Oregon businesses and strengthened the state’s economy 

through our trade ally program 

• Generated $7.8 million in wages, $1.3 million in new business income and created 138 new jobs1

• Continued progress toward 2012 energy saving and energy generation goals 

• Improved air quality by offsetting 11,000 tons of carbon dioxide generated by conventional fuels, 

the equivalent of 24 million miles not driven 

 

1

 Source: ECONorthwest. March 2005. Economic impact numbers are in addition to what would have occurred 

without Energy Trust’s investment of public purpose funds. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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B. Residential efficiency programs 

• Conducted 2,761 energy reviews and installed 26,784 compact fluorescent light bulbs in 773 

electrically heated homes, 2,088 homes with NW Natural heat and electric power from PGE or 

Pacific Power, and 73 homes with oil heat and electric power from PGE or Pacific Power. 

• Helped fund the purchase of 3,868 energy-efficient clothes washers and 1,153 energy-efficient 

dishwashers in 2,223 homes with electric hot water and 2,798 homes with gas hot water. 

• Helped fund installation of high efficiency measures such as sealed ducts, insulation, highefficiency space heating equipment and energy-efficient windows in 19,538 single-family, 

multifamily and manufactured homes. Of these, 11,204 are electrically heated, 7,075 are gas 

heated and 3 are oil heated. 

• Installed solar water heating systems in 23 homes with electric hot water and 8 homes with gas 

hot water. 

C. Commercial efficiency programs 

• Helped fund installation of high-efficiency measures such as energy-efficient lights and HVAC 

equipment in 642 commercial buildings, with an average incentive payment of $5,220. Of these, 

633 buildings installed electric efficiency measures and 78 buildings installed gas efficiency 

measures. 

• Certified completion of 12 highly efficient new commercial buildings – 10 installed electric 

efficiency measures and 2 installed gas efficiency measures. 

• Installed solar water heating systems in 3 businesses with electric hot water and 1 business with 

gas hot water. 

D. Industrial efficiency programs 

• Completed electric energy-saving projects at 220 manufacturing firms, with an average incentive 

payment of $28,516. 

• Entered into a contract with Blue Heron Paper Company for an incentive payment of $5.4 

million in 2005. Improvements will reduce the recycled paper company’s energy consumption by 

25% and save over 106 million kWh annually. 

E. Renewable energy programs 

• Helped fund installation of solar electric systems in 106 homes and 13 commercial buildings. 

These included solar electric demonstration projects at two Portland fire stations and a Bend 

high school. These projects increased the number of grid-tied solar electric systems in Oregon 

by more than five-fold since Energy Trust programs began. 

• Worked with PGE to secure a 75 MW addition to the Klondike wind project near Wasco, 

Oregon. The project will come on line in 2005, providing 26.7 aMW of electric power. 

• Approved a renewable-based combined heat and power facility at the Douglas County Forest 

Products stud mill in Winchester, Oregon. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

6

IV. Revenues and Expenditures 

• Received $50.6 million during the year. 

• Spent $42.9 million. 

• Provided $23.4 million in incentives to end users. Remaining funds were used to deliver 

programs and begin projects that will be completed in 2005 and 2006. 

A. Revenues 

Revenues received from each utility were very close to those projected for 2004. 

Source Actual revenues received in 2004 Budgeted revenues in 2004 

Portland General Electric $26.8 million $ 27.2 million 

PacifiCorp 17.5 million 17.7 million 

NW Natural 6.4 million 6.2 million 

 Total $ 50.6 million $ 51.1 million 

B. Expenditures 

Efficiency spending fell short of budget. Larger projects in the industrial, new buildings and new homes 

sectors took longer to complete than anticipated, and program expenditures are not logged until project 

completion. 

Renewable program expenditures are logged after solar projects are complete and when project 

agreements are signed for wind, biopower and other non-solar projects. 

Type Actual expenditures 2004 Budgeted expenditures 2004 

Energy Efficiency programs $ 37.6 million $ 38.8 million 

Renewable Resources programs 2.8 million 13.7 million 

Administration 2.5 million 2.9 million 

 Total $ 42.9 million $ 55.4 million 

Incentives paid 2004 

Energy Efficiency Renewable Energy Total 

 PGE Pacific Power NW Natural PGE Pacific Power 

Q1 $1,158,917 $ 1,022,493 $ 615,571 $ 72,314 $ 248,303 $ 3,117,598 

Q2 1,132,553 1,412,966 409,894 74,369 364,547 3,394,329 

Q3 998,548 1,767,608 328,874 33,871 313,963 3,442,864 

Q4 3,202,751 9,177,156 530,002 72,773 431,313 13,413,995 

Total $6,492,769 $13,380,223 $1,884,341 $253,327 $1,358,126 $23,368,786

V. Savings and Generation 

A. Electric efficiency savings 

In 2004, Energy Efficiency programs achieved 23.77 aMW, which is 75.5% of the 2004 projection of 31.5 

aMW. Since March 1, 2002, these programs have cumulatively saved 51.9 aMW, or 17.3% of the Energy 

Trust’s 2012 goal. Many projects underway in 2004 will not be completed until 2005 and 2006, at which 

point the savings are “counted.” For example, when a large efficiency project at Blue Heron Paper Co. is 

completed in 2005, cumulative savings will increase to 64.2 aMW. Energy savings are based on initial 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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projections of savings from each measure installed, adjusted to reflect performance evaluations, market 

research and other adjustments (“true-up”).2

Electric Efficiency Savings 2004 PGE aMW

Pacific 

Power aMW

Total 

Savings* 

aMW Expenses

mil 

$/ 

aMW

Residential 3.95 2.33 6.28 $ 7,203,601 $1.15

Commercial 3.63 2.54 6.17 9,992,255 1.62

Industrial 1.51 9.81 11.32 17,346,431 1.53

Administrative Costs 1,920,163 

Total Energy Efficiency Programs 9.09 14.68 23.77 $36,462,450 $1.53

* Includes transmission & distribution savings 

B. Gas efficiency savings 

In 2004, efficiency programs saved 737,730 annual therms of natural gas, representing 51.5% of the 2004 

projection of 1.4 million annual therms. Significant increases in gas prices, long lead times for some 

projects, and adjustments to initial savings assumptions based on post-installation data (“true-up”) help 

explain why savings came in below goal.3

 Since gas programs began in 2003, cumulative savings of 

887,622 annual therms have been realized, accounting for 4.7% of the 2012 goal. 

 NWN

Gas Efficiency Savings 2004 Therms Expenses $ / Therm

Residential 657,032 $2,608,722 $3.97

Commercial 80,698 486,067 6.02

Industrial 0 0 

Administrative Costs 260,190 

Total Energy Efficiency Programs 737,730 $3,354,979 $4.55

C. Renewable energy generation 

In 2004, renewable energy generation projects completed and committed account for 122.4% of the 

2004 goal of 22.134 aMW. To date, cumulative generation secured totals 44.0aMW, or 9.0% of the 2012 

goal of 450 aMW. 

2004 Expenses 

Renewable Energy Generation

PGE 

aMW

Pacific 

Power 

aMW

Actual Plus 

Committed 

Generation 

aMW actual 

actual plus 

committed

Mil $/ 

aMW

Utility Scale 26.7004 0.000 26.700 $ 112,903 $ 112,903 $ 0.00

Solar Photovoltaic 0.015 0.059 0.074 1,989,039 1,989,039 27.05

Community Wind 0 0 0 183,719 183,719 0.00

Open Solicitation 0.002 0.317 0.319 385,458 909,882 2.85

Biopower 0 0 0 90,294 90,294 0.00

Geothermal 0 0 0 6,210 6210 0.00

Administrative Costs 282,725 282,725 

Total Renewable Programs 26.716 0.376 27.093 $3,050,348 $3,292,047 $0.12

 

2

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

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

from the previous year. The “trued-up” numbers are reflected in the annual report. 

3

 See True-up note above

4

Reflects Energy Trust work with PGE to secure a 75 MW addition to the Klondike wind project near Wasco, 

Oregon. The project will come on line in 2005, providing 26.7 aMW of electric power. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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VI. 2005 Performance Measures 

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

the Energy Trust. Performance measures for energy efficiency programs and renewable resource 

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

pursue programs in different sectors as market forces and technological advances dictate. 

The following performance measures apply effective January 1, 2005. While the measures do not apply 

to 2004 results, performance against the measures in 2004 is noted in italics. 

Electric Efficiency Performance Targets 

• Electricity efficiency savings of at least 20 aMW, computed on a three-year rolling average (2004 

performance 23.77 aMW).

• Average levelized life-cycle cost should not exceed two cents per kWh (2004 performance = 1.7 

cents per kWh).

Natural Gas Efficiency Performance Targets 

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

average (2004 performance = 737,730 therms.)

• Average levelized life-cycle cost should not exceed 30 cents per therm (2004 performance = 

25.5 center per therm).

Renewable Resource Development Targets 

• Annual new renewable resource development of 15 aMW, computed on a three-year rolling 

average, from a variety of renewable resources (2004 performance = 27.093 aMW).

Financial Integrity 

• Demonstrate financial integrity by obtaining an unqualified financial audit opinion annually (2004 

performance =unqualified financial audit opinion).

Program Delivery Efficiency 

• Keep administrative and program support costs5

 below 11 percent of annual revenues (2004 

performance = 6.8 percent of annual revenues).

Customer Satisfaction 

• Demonstrate reasonable customer satisfaction rates with Energy Trust services. To measure, 

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

salient statistics regarding complaints received directly and from utility customer services. (2004 

performance = NA).

Benefit/Cost Ratios 

• Report the benefit/cost ratio for larger conservation acquisition programs beginning with second 

quarter 2005. (2004 performance = NA).

 

5

 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 2004 Annual Report April 15, 2005 

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VII. Projects Completed 

Energy Efficiency Installed Projects in 2004 Total Electric Gas

Residential 

 Single family homes retrofitted 

 Multifamily units retrofitted 

 Home Energy Reviews conducted 

 Manufactured homes retrofitted 

 Efficient Home Products rebates 

 Promotional CFL packages sold 

 Residential Solar Hot Water installations 

 Efficient New Homes constructed 

 Utility transition projects completed 

7,825

9,814

3,139

1,899

5,021

24,936

27

26

245

4,675 

9,520 

2,951 

1,872 

4,176 

24,936 

21 

11 

245 

5,940 

538 

2,370 

48

845 

0

7

24

0

Commercial sites treated 

 Commercial sites retrofitted 

 New commercial sites constructed 

 LED traffic signals installed 

 Utility transition projects completed 

 Commercial Solar Hot Water installations 

642

12

5,018

54

4

633 

10 

5,018 

54 

3 

78

2 

0

0

1

Industrial sites treated 228 228 0

 TOTAL EFFICIENCY 58,890 54,353 9,853 

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

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

measures, this installation counts as a separate project. 

• Each apartment unit treated counts as one project. 

• Each manufactured home counts as one project. 

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

• A CFL package counts as one project. A customer may purchase more than one CFL package. 

Renewable Energy Installed Projects in 2004* Total Electric 

Solar Electric residential installations 106 106 

Solar Electric commercial installations 13 13

Open Solicitation projects installed 2 2

 TOTAL RENEWABLES 121 121 

* New projects completed and operating in 2004. 

VIII. Projects by Region 

Following is a breakout of the number of projects completed in 2004 by region, along with incentives 

paid and thumbnail sketches of projects that illustrate the range of people and businesses Energy Trust 

serves.6

 

PORTLAND AREA 

Type Number Incentives 

Residential 11,093 $2,414,859

Commercial 2,202 $2,355,201

Industrial 52 $678,680

TOTAL 13,347 $5,448,740

 

6 Data by region does not include utility transition projects and incentives, nor incentives that cannot be tied to a 

specific region. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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Reed/Harris Direct Marketing – Portland 

Employees at Reed/Harris Direct Marketing now stay warm in the company’s 25,000-square-foot printing and 

mailing facility, while energy bills stay low. The company installed a combination of high-efficiency, ceiling-mounted 

gas-fired radiant heating units and R-19 insulation in its 19-foot ceilings. 

• Estimated annual energy savings: 22,877 therms, 5,445 kWh hours 

• Energy Trust incentive: $12,025 

“Installing the heating system was a big investment. But the incentives and tax credits made it possible to 

invest in high-efficiency equipment and insulation that will give us big savings over time.” 

- Mike Oberg, Reed/Harris Direct Marketing 

Les Sturges Home – Lake Oswego 

A Home Energy Review convinced this homeowner that an investment in insulating the floor, attic and ducts, offset 

by Energy Trust incentives, would make a difference in his home’s comfort and his energy bills. 

• Estimated annual energy savings 760 kWh, 699 therms 

• Energy Trust incentive $638 

Rosewood Specialty Care for the Memory Impaired - Hillsboro 

Energy-efficient daylighting technology was installed as part of a National Institutes of Health study to determine if 

high light levels can reduce symptoms of Alzheimer’s Disease. Four large skylights bring in natural light, which is 

supplemented as needed by high-intensity fluorescent fixtures controlled by photocells and dimmers. 

• Estimated annual energy savings: 128,146 kWh 

• Energy Trust incentive: $106,495 

“The incentives from the Energy Trust allow us to create the best possible test for the effect of high light 

on Alzheimer’s Disease residents, with the lowest energy cost.” 

 - Eunice Noell-Waggoner, Center of Design for an Aging Society 

WILLAMETTE VALLEY 

Type Number Incentives 

Residential 4,160 $1,004,358

Commercial 1,519 $542,038

Industrial 38 $522,921

TOTAL 5,717 $2,069,317

Phoenix Grand Hotel – Salem 

More than 1,2000 light fixtures were changed to compact fluorescent technology in the stylish new headquarters 

hotel for the Salem Conference Center. The 193-room hotel expects to save as much energy as 75 average singlefamily homes use in one year. 

• Estimated annual energy savings: 900,000 kWh 

• Energy Trust incentive: $20,194 

“We used the simple prescriptive incentive path from the Energy Trust’s New Building Efficiency program 

and within a week, the project was approved for more than $20,000.” 

- Frank Cardoza, Phoenix Grand Hotel construction supervisor 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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Boys and Girls Club of Albany – Albany 

Today, the four gymnasiums at the Boys and Girls Club of Albany are well-lit when they need to be, but never lit 

when empty. High-efficiency tubular fluorescent fixtures, which are turned on and off by occupancy sensors, now 

help conserve the nonprofit youth center’s valuable resources. 

• Estimated annual energy savings: 138,651 kWh 

• Energy Trust incentive: $14,667 

“We couldn’t have done any of this without the incentives and tax credits. As a nonprofit, we have to be 

selective in how we spend our money. Every dollar we save in energy costs can be put right back into our 

programs.” 

- Michael Cripe, Boys & Girls Club of Albany 

Stewart Aquatic Center – Eugene 

The Stewart Aquatic Center is in hot water, thanks to a solar water heating system made possible through Energy 

Trust incentives and Oregon Business Energy Tax Credits. A 24-kilowatt solar electric array, funded without 

Energy Trust incentives, also generates electricity at the center. 

• Estimated annual energy savings: 5,700 therms (hot water only) 

• Energy Trust incentive: $23,108 

“The solar systems will work for our facility for over 50 years. The state’s energy tax credits and the 

incentives from Energy Trust allowed us to put renewable energy to work, and realize a good return on 

our investment.” 

- Sue Sherman, Stewart Aquatic Center 

NORTH COAST & NW OREGON 

Type Number Incentives 

Residential 340 $76,574

Commercial 9 $97,997

Industrial 3 $49,952

TOTAL 352 $224,523

Boise Paper Solutions – St. Helens 

This paper products plant installed variable frequency drives to control combustion air flow and blow heat warm 

water pumping, resulting in major energy savings. 

• Estimated annual energy savings: 3,869,065 kWh 

• Energy Trust incentive: $509,616 

“This was a very easy process to deal with. Without Energy Trust’s incentive, our projects would never 

have reached the rate of return we needed.” 

 - Dave Albin, project engineer 

Solar Beach Home – Cannon Beach 

The owners of a new sustainably designed Cannon Beach home will never have to pay an energy bill. Their home is 

expected to generate more energy than it uses thanks to its energy-efficient design, a solar water heating system 

and a 5-kilowatt solar electric array. In March 2005 the home was named the National Association of Home 

Builders’ Custom Green Project of the Year. 

• Estimated annual energy generated: 3,967 kWh

• Energy Trust incentive: $12,750 

“Our goal was to build a home that is healthy to live in using materials and systems with a dramatically 

reduced impact on the environment.” 

 - Homeowner 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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Astoria Column – Astoria 

Energy-efficient floodlights now illuminate the historic Astoria Column. The project was part of a$1.5 million 

renovation funded by many organizations, included Energy Trust incentives. Other improvements included new 

landscaping and a granite plaza. 

• Estimated annual energy savings: 8,815 kWh 

• Energy Trust incentive: $1,606 

“Since 1926, the Astoria Column has been lit by sunlight, moonlight, snowfall and rain. For the first time, 

it now is lit by spotlights, making it visible at night from almost anywhere in town.” 

- Jordan Schnitzer, Friends of Astoria Column 

SOUTHERN OREGON & SOUTH COAST 

Type Number Incentives 

Residential 970 $471,653

Commercial 417 $566,689

Industrial 55 $4,361,436

TOTAL 1,442 $5,399,778

Timber Products Company – Medford 

Timber Products installed a 100-hp energy-efficient baghouse with high-efficiency motors at its Medford 

particleboard production facility. The system allows the company to reduce long-term operating costs, reduce 

particulate emissions and capture 296,800 pounds of dust for recycling back into products each year. 

• Estimated annual energy savings: 386,458 kWh 

• Energy Trust incentive: $51,950 

“The Energy Trust incentives are allowing us to invest in projects that otherwise we would not be able to 

do. These improvements help us compete in a global market that is increasingly competitive.” 

- Brad Beavers, Timber Products Company 

Pepsi Cola of Klamath Falls – Klamath Falls 

With a 172-kilowatt solar electric system installed in three locations, Pepsi Cola of Klamath Falls will generate all 

the electricity it needs and export 50,000 kWh into the Pacific Power grid each year. The system is the largest 

solar electric system in the Northwest. A combination of tax credits, financial incentives and attractive loan terms 

made the project possible for the family-owned business. 

• Estimated annual energy generated: 227,000 kWh 

• Energy Trust incentive: $210,000 

“The tax benefits of installing a solar electric system are substantial and the prospect of making all the 

electricity we need is appealing.” 

- John Bocchi, Pepsi Cola of Klamath Falls 

Hirsch Multifamily – Medford 

Dan Hirsch improved the comfort and affordability of his 11-unit apartment complex, built in 1949, with new 

windows and back doors, floor insulation and compact fluorescent light bulbs. 

• Estimated annual energy savings: 54,000 kWh 

• Energy Trust incentive: $6,000 

“Some of the tenants have already commented on how much more comfortable their units are. We even 

noticed how much cooler the units stay in the summer heat.” 

 - Dan Hirsch 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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CENTRAL OREGON 

Type Number Incentives 

Residential 516 $399,548

Commercial 342 $1,358,889

Industrial 11 $735,855

TOTAL 869 $2,494,292

Lowe’s – Bend 

Lowe’s Bend home improvement warehouse store opened in September 2004 with high-efficiency fluorescent 

lighting systems and premium efficiency heating and ventilation units that will dramatically reduce its energy costs. 

The store is expected to exceed Oregon Energy Code by more than 15 percent. 

• Estimated annual energy savings: 250,000 kWh 

• Energy Trust incentive: $40,000 

“We are very conscientious about building Lowe’s stores to be as energy efficient as possible. The Energy 

Trust incentive dollars allowed Lowe’s to install the most energy-efficient equipment available for the 

Bend store.” 

- Robin Nickles, Lowe’s 

Geiger Multifamily – Bend 

Roy Geiger made his 13 rental units more comfortable, affordable and attractive for tenants with help from Energy 

Trust incentives. The Bend property owner installed energy-efficient windows and added ceiling insulation, and 

Energy Trust provided energy saving compact fluorescent bulbs. 

• Estimated annual energy savings: 36,000 kWh 

• Energy Trust incentive: $4,902 

“I’d been reading articles about saving energy. Learning about the incentives was the carrot that got me 

motivated to actually make the improvements.” 

- Roy Geiger 

Prineville Wastewater Treatment Facility – Prineville 

Prineville’s wastewater treatment facility is one of four in Oregon communities that have received Energy Trust 

incentives for installing BacGen Technologies system controls. In Prineville, the new controls all but eliminated the 

need for electrically powered aeration in the primary treatment lagoon. 

• Estimated annual energy savings: 826,330 kWh 

• Energy Trust incentive: $329,203 

COLUMBIA GORGE & NE OREGON 

Type Number Incentives 

Residential 126 $28,756

Commercial 11 $115,411

Industrial 10 $874,337

TOTAL 147 $1,018,504
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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Apeasay Organic – Hood River 

In May 2004, organic apple, pear and peach grower Apeasay Organic powered up a 22-kilowatt wind turbine to 

run the irrigation pumps for the 70-acre orchard. When the orchard doesn’t use all the power produced, the 

excess flows into the Pacific Power grid and Apeasay receives a credit on its electric bill. 

Estimated annual energy generated: 40,000 kilowatt hours 

Energy Trust incentive: $23,119 

“We use the grid as a virtual battery. When the wind is blowing so hard we can’t use all the power, the 

surplus makes up for the days when there’s no wind to power the pumps.” - North 

Cheatham, Apeasay Organic 

Mosier Community School – Mosier 

A 4.3-kilowatt solar array on the grounds of Mosier Community School now generates about 15% of the school’s 

electricity. The solar demonstration project, which consists of two pole-mounted arrays, contributes to the 

school’s science curriculum and gives students a chance to monitor and measure how the system works. 

Estimated annual energy generated: 6,000 kWh 

Energy Trust funding: $45,000 

“This location offers excellent public visibility for the system, with thousands of visitors passing by car and 

bike each day in the summer.” 

 - Mark Cherniack, Mosier School volunteer energy coordinator 

Anheuser- Busch Warehouse – Pendleton 

At the new Anheuser Busch Distribution Center, the energy bills will stay as cool as the beer. The 43,000-squarefoot building, which includes office, warehouse, refrigeration, and event space, was built with energy-efficient 

lighting, motors and air conditioning units. 

• Estimated annual energy savings: 46,810 kWh 

• Energy Trust incentive: $9,502 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

15

Appendix 

Progress toward 2012 goals 

17%

5% 9%

300 aMW 19 Million 

Therms

450 aMW

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Energy Efficiency aMW Gas Efficiency Therms Renewable Generation aMW

Goal
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

16

Energy Efficiency Program Descriptions 

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

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

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

March 2003 and is managed by Ecos Consulting, Inc. 

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

qualified clothes washers, dishwashers and lighting. The program began in January 2004, and is managed 

by Portland Energy Conservation, Inc. 

Efficient New Homes. This program provides incentives and training to encourage builders and 

developers to build ENERGY STAR qualified new homes. Services include development of the HVAC 

infrastructure that serves residential new construction, as well as equipment and training incentives. The 

program began in April 2004, and is managed by Portland Energy Conservation, Inc. 

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

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

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

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

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

Aspen Systems, Inc. 

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

assistance and building commissioning oversight help customers maximize efficiency of commercial and 

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

was launched in October 2003 and is managed by Science Applications International Corporation. 

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

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

lights. 

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

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

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

program launched in May 2003 and is managed by Aspen Systems, Inc. 

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

domestic and commercial uses, offsetting the need for electric or gas power. 

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

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

board of directors. The Alliance influences energy-efficient design and purchasing practices and is funded 

by BPA, Energy Trust and regional utilities. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

17

Renewable Energy Program Descriptions 

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

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

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

with PacifiCorp and Portland General Electric. 

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

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

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

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

incentives through other established incentive programs, and to provide experience in renewable energy 

sectors that may in the future merit their own programs, such as the Biopower and Wind programs 

scheduled for launch in 2005. 

Anemometer Loan. The wind anemometer loan program helps farmers and other landowners 

determine whether specific sites have potential for wind generation. It is a first step in identifying and 

evaluating locations for small-scale wind power installations. The program is managed by Oregon State 

University's Energy Resource Research Laboratory. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

18

2004 Energy Trust of Oregon Board of Directors 

PRESIDENT - Steven Schell is an attorney at Black Helterline who handles environmental, land use, 

real estate and construction issues. He served on the Land Conservation & Development Commission 

from 1973-1976 and on the Energy Facility Siting Council from 1990-1998. 

VICE-PRESIDENT – Cheryl Perrin is the executive director of Campaign for America, a nonprofit 

organization focused on campaign finance reform. She served as a senior executive officer with Fred 

Meyer, Inc., for 22 years, where she was responsible for the company's government and political 

activities, news media relations, community and civic activities and environmental programs. She was a 

commissioner and vice-president of the Port of Portland, and serves on the board of STARS, the 

Willamette River Initiative, the Lewis & Clark 2005 Committee, Portland Public Schools Foundation and 

the Lewis & Clark College Board of Trustees. 

SECRETARY – Rick Applegate is the superfund coordinator at the City of Portland Bureau of 

Environmental Services. He has worked for more than 18 years on energy and environmental issues as 

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

Power Planning Council from 1987 to 1995. Before that, he was the chair of the US Southern 

Stakeholders Pacific Salmon Treaty Negotiations, a member of the Pacific Northwest Comprehensive 

Energy Review, on the executive committee of For the Sake of Salmon, and on the board of directors 

for the Sustainable Fisheries Foundation. Currently Rick serves on the board of the Pacific Salmon 

Watershed Fund. 

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

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

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

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

implementing socially responsible policies and programs at Rejuvenation. 

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

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

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

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

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

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. 

Julie Hammond is the vice president of operations at Sage Insurance Center in Bend. She has over 15 

years experience in the insurance industry. Julie currently serves on the Safeco Advisory Council and 

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

regional representation to Energy Trust program delivery. 

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

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

business in 1996, Debbie served as Senior Economist for the Northwest Power Planning Council for 15 

years and was a Regional Economist for the Bonneville Power Administration for 3 years. Debbie 

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

serves on the board for Commercial Real Estate Women (CREW) and is also on the Executive 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

19

Committee of the Portland Metropolitan Small Business Alliance. Debbie was appointed to the 

board in April 2004 to fill the vacancy created by Christine Ervin’s resignation7. 

Rick Kroon is the Oregon site corporate services manager for Intel Corporation. His broad 

responsibilities include utility management and energy conservation. Prior to moving to Oregon in 1992, 

Rick worked in California and New Mexico. Rick has an MBA in addition to an engineering degree from 

the University of Wisconsin. He also represents Intel on the International SEMATECH facilities council, 

whose members represent global semiconductor manufacturers and scope includes worldwide 

utility/energy management. Rick was re-elected to a new three year term in 2004. 

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

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

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

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

and regional representation to the Energy Trust Board. Vickie was appointed to the board in 

September 2004 to fill a vacant position. 

John Reynolds is professor of architecture emeritus at the University of Oregon and has been involved 

in energy issues in Oregon since 1972, when he was elected to the Eugene Water and Electric Board. 

Since then he has served as the president of the Pacific Northwest Solar Energy Association and of the 

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

Building Codes Structures Board. John was re-elected to a new three year term in 2004. 

ex-officio

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

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

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

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

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

in 1975. 

Oregon Department of Energy Special Board Advisor

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

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

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

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

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

businesses, and public institutions that have a combined budget of over $10 million. 

 

7 Christine Ervin resigned in February 2004. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

20

Board Development Guidelines 

December 31, 2003 

This appendix refers to board development guidelines as specified in the Oregon Public Utility 

Commission grant agreement with the Energy Trust, section 5, guideline 'k', referring to the Energy 

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

Background of board development is provided. 

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

OPUC. The nine diverse members represented a variety of perspectives on energy matters combined 

with business acumen. Of the nine voting members and one ex-officio member, six provided collective 

strength, insights and experience relevant to energy policy and planning, program implementation and 

evaluation, facility siting, consumer advocacy, renewable energy development and sustainable practices. 

The remaining four members were all business community representatives, reflecting a subset of future 

commercial and industrial program participants. This latter group provided complementary skills and 

financial perspectives as marketers, energy consumers and users of anticipated Energy Trust goods and 

services. 

During the first year, the board evolved from a start-up organization to one focused on program 

delivery. Two of the four initial business representatives resigned for personal reasons. A board 

subcommittee initiated a broad recruitment effort to attract new members and fulfill board development 

guidelines. In addition to soliciting input through advisory councils and at public board meetings, over a 

dozen individuals and partner organizations were specifically asked to identify candidates with the 

following expertise: business experience and "bottom line" financial orientation, industrial/manufacturing 

expertise, marketing awareness and skills, familiarity with renewable energy and demographic and 

geographic representation. 

At this same time, the board expanded its size to 11 voting members to allow further diversity and 

representation. Targeted recruitment efforts resulted in the selection of two new board members to fill 

vacancies, one of whom is employed by an international high tech manufacturing firm and brings a 

user/beneficiary industry perspective. The second member adds analytical skills appropriate to energy 

efficiency and renewable energy as well as relevant energy policy and program implementation 

experience. 

Additional candidates were identified and are being pursued from outlying, smaller communities in 

eastern, central and southern parts of Energy Trust service territories. In 2003, Julie Hammond was 

appointed as a board member, bringing a customer service orientation, small business perspective, and 

regional representation. Additionally, OPUC Commissioner John Savage replaced Lynn Kittilson as the 

ex-officio board member from the OPUC. 

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

Energy. Bill Nesmith, ODOE Assistant Director for Conservation Programs, was appointed to fill this 

“special advisor” position. The board is currently recruiting to fill remaining vacancies. Anticipated 

membership will provide further geographic and demographic complements to existing members and 

further expand and reflect the true diversity of customers throughout the service areas. 

All new board members and ex-officio members participate in an orientation session and are provided 

board handbooks containing historical information, policies, plans, budgets and program descriptions. 

The majority of board members also participate on the advisory councils and board finance and policy 

committees. All regular board and advisory council meetings are public, with relevant information 

accessible in advance on the Energy Trust website. Advisory council and board meetings are well 

attended, with public comment a standard part of all meetings. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

21

In addition, all regular board members complete and sign conflict of interest forms, retained on file and 

updated annually. Ex officio board members from the Oregon Public Utility Commission and the ODOE 

do not receive confidential information. Once a year, board and staff members jointly participate in a 

planning session to review and update the strategic direction of the organization and to compare 

program accomplishments and goals to results. Board development is a part of this planning session, as 

needed. 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

22

2004 Advisory Council Members and Meetings 

Conservation Advisory Council

Susan Anderson, Director Energy Office, City of Portland 

Steve Bicker, NW Natural 

Jeff Bissonnette, Fair and Clean Energy Coalition 

Julie Brandis, Associated Oregon Industries 

Carol Brown, Portland General Electric 

Gary Curtis, D&R International 

Suzanne Dillard, Oregon Department of Energy 

Thomas Eckhart, UCONS LLC 

Tom Eckman, Northwest Power Planning Council 

Terry Egner, Micro Grid 

Jason Eisdorfer, Energy Trust Board of Directors 

Margie Gardner, Northwest Energy Efficiency Alliance 

Don Jones, PacifiCorp 

Ken Keating, Bonneville Power Association 

Rick Kroon, Energy Trust Board of Directors 

Dean Lemman, North Coast Electric Company 

Mat Northway, Eugene Water & Electric Board 

Paul Olson, Oregon Remodelers Association 

Steve Weiss, Northwest Energy Coalition 

Stan Price, Northwest Energy Efficiency Council 

John Reynolds, Energy Trust Board of Directors 

2004 Meeting 

Dates 

CAC Major Discussion Topics 

January 14 Program status reports; commercial HVAC initiative; project commitment exceeding 

program budget 

February 11 Year End Savings Summary; equity and industrial program commitment funding 

increase; project commitment exceeding program budget; cogeneration policy 

March 17 Proposed revisions to the New Home Energy Savings program estimate of savings 

and measure life 

April 14 Program status reports; program policies; brand neutrality policy; cost-effectivenessbundled vs. unbundled measure; refrigerator recycling initiative 

May 12 Refrigerator recycling initiative; program evaluations, CAC role discussion 

June 16 CAC – Board action update; CFL update; CAC role discussion; Blue Heron Paper 

industrial project; irrigation measure discussion 

July 14 CFL recycling; program delivery contract renew – re-bid update; CHP policy; public 

schools EE project incentive offering; PE program enhancements; PUC performance 

benchmarks update 

August 11 Program status reports; Board retreat updates; adoption of CAC meeting operating 

principles; preview of Portland Office of Sustainable Development Green Investment 

Fund funding proposal 

September 15 Production Efficiency program enhancements; Green Investment Fund funding 

proposal; adoption of CAC meeting operating principles; dishwasher pre-spray 

measure; 

October 13 Board meeting Energy Efficiency actions update; 2005 Action Plan and budget input; 

dishwasher pre-sprayer measure; industrial transition impact evaluation 

November 17 Program status reports; RFQ for quality assurance contractors; Home Energy 

Savings re-bid RFP; 2005 Action Plan and Budget review 

December 15 Two program management rule waiver; HES program re-bid RFP; New Building 

Efficiency contract extension 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

23

Renewable Resources Advisory Council

Rick Applegate, Energy Trust Board of Directors 

Doug Boleyn, Consultant 

Debra Malin, Bonneville Power Association 

Angus Duncan, Bonneville Environmental Foundation 

Janet Fairchild, Oregon Public Utility Commission 

Thor Hinkley, Portland General Electric 

Jeff King, Northwest Power Planning Council 

Jack Breen, OPUC (temporary fill in until full time hire to replace Janet Fairchild) 

Justin Klure, Oregon Department of Energy 

Troy Gagliano, Renewable Northwest Project 

Jim Maloney, Eugene Water & Electric Board 

David McClain, Geothermal Consultant 

John Reynolds, Energy Trust Board of Directors 

Virinder Singh, Pacific Power 

Lisa Schwartz, Oregon Public Utility Commission 

Frank Vignola, Solar Monitoring, University of Oregon 

2004 Meeting Dates RAC Major Discussion Topics 

February 11 Co-generation Policy, EE Demonstration Policy, PV Program Update, Small(er) 

Wind Program Design, PV RFP 

March 17 PV Program Adjustments, PV Demonstration RFP, Small(er) Wind Program Design 

June 16 Solar Thermal Market Assessment, City of Corvallis Biogas Proposal, OPUC 

Benchmarks, Review of Strategic Issues 

August 12 Klamath Falls Solar Proposal, Energy Displacement, Fall Back Strategies, 

Community Wind Study 

October 13 2005 Action Plan & Budget (Open Solicitation Program, Biopower, Solar Electric, 

Utility Scale, Community Wind, Renewable Energy Budget, Solar Water Heating), 

Open Solicitation Program Revisions, Solar Green Tag Revisions, Special Incentive 

for in-state products 

November 17 Open Solicitation Projects Review (Hull Wind Turbine, Douglas County Forest 

Products Proposal) PGE RFP Terms, New RAC Format, Draft Action Plan 
Energy Trust of Oregon 2004 Annual Report April 15, 2005 

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