In 2013, we responded to evolving customer needs and market changes with strategies that created new opportunities and helped us deliver to our goals. The bottom line? Expanded energy efficiency and renewable power generation at 69,000 locations.
“Oregonians rely on Energy Trust of Oregon to get more from their energy in homes and businesses. With proven expertise and a focus on innovation, we deliver.”
- MARGIE HARRIS, EXECUTIVE DIRECTOR Read Margie's Message
With a diverse portfolio of services, we delivered to our goals and kept costs low in 2013. By pursuing new opportunities and adapting quickly to market changes, we served customer needs across the state.
Invested $129 million in energy-efficiency and renewable energy programs and incentives that will produce energy bill savings of $515 million over time for participants.
Provided customers with $67 million in direct cash and service incentives.
Added $175 million to Oregon’s economy, including $60 million in wages, $15 million in small business income and 1,100 full-time jobs lasting a year.
Delivered Oregon’s most affordable energy. At just 2.4 cents/kWh and 33 cents/therm, efficiency costs 33 percent less than electricity and 67 percent less than natural gas.
Cultivated clean energy generation from a range of renewable resources.
Supported local jobs, wages and businesses by working with nearly 2,700 trade ally contractors and allied businesses.
Delivered to our goals by exceeding the electric efficiency goal, nearly meeting the natural gas efficiency goal and making progress to the renewable generation goal.
Earned high customer satisfaction, with 97 percent of customers satisfied with Energy Trust representatives and 93 percent satisfied overall.
Fulfilled our commitment to accountability in reporting on financial, savings, generation and operational performance.
Created a virtual power plant. We have saved and generated enough energy to power Multnomah County homes and heat Deschutes County homes for about a year.
Supported energy-efficiency and renewable energy improvements at 560,000 locations around the state.
With many options, homeowners and renters connected with the benefits of energy savings in ways that worked for them. Local trade ally contractors made it easy.
Invested $47 million in services and incentives, which will produce utility bill savings of $174 million over time for residential customers.
Supported energy-saving improvements in nearly 63,000 newly built homes and existing homes.
Completed a three-year effort to help a small test group of PGE and NW Natural customers learn to better manage their energy use by providing them with bi-monthly personal energy reports. Launched a similar offer for a portion of Pacific Power customers.
Delivered 13,886 no-cost custom Energy Saver Kits, and collaborated with low-income agencies to distribute more than 7,000 Carry Home the Savings kits.
Recycled 16,176 old, inefficient refrigerators and freezers and helped customers donate more than $30,000 in refrigerator recycling incentives to Oregon Food Bank. Learn how a Sweet Home man recycled his fridge and helped others.
Helped customers save energy and money through efficient television and lighting initiatives led by the Northwest Energy Efficiency Alliance.
Released EPS™, an energy performance score for existing homes, and completed the 4,000th EPS-rated new home since 2009. More than 7,000 new and existing homes received EPS in 2013, and 21 percent of new homes built in Oregon were EPS-rated.
Increased the number of weatherization, window, ductless heat pump and gas hearth projects, including 8,586 weatherization retrofits. Learn how a Portland couple weatherized for savings and comfort.
Drove sales of more than 2 million compact fluorescent light bulbs and LEDs, 15,322 efficient washing machines and 4,220 efficient refrigerators and freezers.
Launched a pilot of 177 web-enabled Nest thermostats to measure energy use and consumer behavior through the 2013-2014 heating season.
Businesses of all sizes connected with the power of efficiency. Established programs and new resources helped reduce costs and improve efficiency.
Invested $52 million in services and incentives, which will produce utility bill savings of $221 million over time for business owners and multifamily property owners who made improvements at more than 4,600 locations.
Expanded commercial Strategic Energy Management into a second year, helping participating customers benchmark energy performance and implement low- and no-cost energy-efficiency improvements.
Supported construction of large, energy-efficient data centers, achieving dramatic savings at low cost.
Enrolled a record number of commercial new construction projects and introduced incentives and services packages tailored to small business needs. Learn how the Oregon Department of Transportation built an efficient, solar-powered building in Bend.
Turned on the savings with efficient lighting projects, including reduced-price LEDs that helped small commercial customers save 600,000 kWh and 12,500 LED streetlight upgrades completed with PGE. Learn how Hanscam’s Bowling Center scored savings with a lighting upgrade.
Increased installation of efficient gas kitchen equipment through a special promotion targeted at foodservice operations.
Helped 15 small commercial facilities tap into the City of Portland’s Bucks for Buildings program, which provided additional rebates for projects that qualified for Energy Trust incentives.
Doubled multifamily participation over 2012 by serving more than 19,600 dwelling units in 1,660 multifamily properties, including apartments, campus living facilities, assisted living facilities and affordable housing. Learn how a Seaside assisted living facility improved efficiency.
Installed energy-saving light bulbs, showerheads and faucet aerators in multifamily properties, helping renters save energy and money at a very low cost.
Developed the Mpower Oregon pilot with other organizations to help affordable housing properties finance energy upgrades through on-bill repayment.
Introduced the first commercial-only lending ally to finance efficiency upgrades in existing buildings and multifamily properties.
Supported energy-efficiency improvements at 185 Oregon schools, and worked with the Oregon Department of Energy to serve 11 school districts through the Cool Schools program.
Strategies to reach industrial customers of all sizes drove a record number of projects. And trade allies stepped up in a growing role.
Invested $28 million in projects at 800 locations, triggering energy bill savings of $121 million over time for industrial and agricultural businesses.
Completed a record-breaking 1,021 energy-efficiency projects, a 5 percent increase over 2012.
Completed the 2,000th small industrial efficiency project through a streamlined initiative that trade allies deliver directly to customers, a growing source of savings.
Continued to expand savings from industrial Strategic Energy Management projects, with more than 50 sites participating. Learn how Boise Cascade’s Kinzua Lumber sawmill saved more than $99,000 through this approach.
Introduced the Core Improvement Pilot, a Strategic Energy Management offering designed for small- to-medium-sized industrial customers.
Expanded natural gas savings by 46 percent over 2012, largely through projects with greenhouse owners.
Expanded electricity savings by nearly 10 percent over 2012, largely through a large industrial project and highly successful Strategic Energy Management results.
Saved 2.9 million kWh through a coaching program that trains industrial refrigeration system operators in operations and maintenance best practices.
Boosted high-tech sector participation and introduced a new offering that helps large, high-tech companies achieve savings quickly through operations and maintenance improvements.
Solar, biopower, wind and hydropower projects added renewable energy to our grid. And with market and early development assistance, we built a pipeline of promising solar, biopower, wind, hydropower and geothermal projects.
Helped Oregonians install small-scale renewable energy systems for 2.9 aMW in annual generation in 2013. Since 2002, Energy Trust has supported installation of more than 6,100 renewable energy systems generating 112 aMW.
Provided incentives for 881 solar electric systems in 2013, including the 5,000th residential solar system supported by Energy Trust incentives. Learn about the Portland family who installed the system.
Funded two biopower projects that help Oregon dairies and agricultural operations solve waste management issues and generate energy in Tillamook and Junction City. Learn about the JC-Biomethane project.
Supported two hydropower projects in Corbett and Hood River and three wind projects in Independence, Newberg and Scotts Mills.
Increased commercial solar incentives to offset the loss of state energy tax credits, doubling commercial project reservations for 2014.
Enrolled the first six solar design allies in a new solar-ready offering, preparing them to help commercial developers integrate solar into new building designs.
Provided project development assistance to help 22 emerging hydropower, wind and geothermal projects with design, permitting and feasibility studies, resource characterization and wind speed monitoring.
Co-funded a Farmers Conservation Alliance case study that demonstrates the environmental benefits of hydropower generation.
Local trade allies connected customers with Energy Trust services. We provide them with a variety of resources to hone their skills and build their businesses.
Provided customers with quality, local services through our Trade Ally Network and program allies. In 2013, 1,614 trade allies and 827 other allied businesses were active across Oregon and southwest Washington. Learn how Energy Trust supports a long-time trade ally in Roseburg.
Expanded training, services and online tools to support trade allies, including a new commercial “Allies for Efficiency” training series and mentoring, training and lending connections for Home Performance contractors.
Worked with the Northwest Energy Efficiency Alliance to create a digital platform that streamlines the process for builders to submit a new home for EPS, an energy performance score.
Engaged non-lighting commercial trade allies, helping them identify energy-efficiency opportunities outside their specialty areas.
Introduced the first commercial-only lending ally to finance efficiency upgrades in existing buildings and multifamily properties.
Supported 429 trade allies with business development funds to offset marketing and training costs and provide equipment discounts.
Engaged disadvantaged, minority, women and emerging small business owners through events and other outreach.
Added 264 new trade ally contractors to the network.
When customers invest in energy efficiency and solar electric systems, they save with lower utility bills year after year. With these savings, families can focus on other needs and businesses can invest in growth. Since 2002, Energy Trust has invested $968 million to help participating Oregonians save $1.7 billion on their energy bills. Over time, the savings will add up to $4 billion.
Lower energy bills free up resources that flow into the economy, expanding purchasing power and creating jobs, higher wages and new business income. Energy Trust has cumulatively added
$3 billion to the local economy since 2002, including $930 million in wages, $180 million in small business income and 2,500 jobs lasting a decade. Source: Independent 2014 study by Pinnacle Economics
Energy Trust investments nurture renewable energy generation, providing resources that help move projects off the drawing board. With $8.2 million in project development assistance and installation incentives, Energy Trust helped leverage $67 million in renewable energy investments in 2013. Systems installed will generate more than 25,000 megawatt hours annually.
We all breathe easier when we use less energy from traditional power plants and fossil fuels. Energy Trust investments in energy efficiency and renewable energy have kept 10 million tons of carbon dioxide out of the atmosphere—equivalent to removing 1.8 million cars from Oregon roads for one year. It’s a win for clean air and the environment.
A powerful network of nearly 2,700 local businesses help deliver Energy Trust services to customers in Oregon and southwest Washington. Of those, 82 percent are small businesses with 20 workers or less. Together, contractors report that they employ 14,400 people who work on Energy Trust projects.
From homes, apartment buildings and care facilities, to manufacturing plants, commercial buildings and public schools, Energy Trust investments are making a difference across Oregon. Since 2002, Energy Trust has supported energy-efficiency and renewable energy improvements at 560,000 locations, saving and generating 548 average megawatts and saving 33.1 million annual therms.
Energy efficiency is the lowest-cost energy we can buy, just a fraction of the cost utilities would typically pay. For every $1 we invest in energy efficiency, ratepayers save $2.80. Overall, ratepayers and utilities will save approximately $1.5 billion from utilities not needing to invest in additional generation, transmission, distribution or fuel purchases.
In 2013, Energy Trust delivered to energy-efficiency and renewable power generation goals while keeping costs low.
Energy Trust met or exceeded every Oregon Public Utility Commission performance measure for 2013, keeping administrative and program support costs low at 4 percent, receiving high marks on customer satisfaction, and demonstrating good stewardship of ratepayer dollars by earning an unmodified opinion from an independent financial auditor.
|Category||2013 Performance Measures||2013 Result||Met|
|Electric Efficiency||At least 47.0 aMW yearly savings Levelized cost not to exceed 3.9 cents/kWh||57.8 aMW
2.4 cents/kWh levelized
|Natural Gas Efficiency||At least 4.6 million therms yearly savings
Levelized cost not to exceed 57 cents/therm
|5.3 million therms
|Financial Integrity||Unqualified financial opinion, annually||Unmodified (unqualified)|
|Administrative and Program Support Costs||Below 9% of annual revenues||4%|
|Customer Satisfaction||Greater than 85% satisfaction rates for interactions with program representatives and overall satisfaction||Received 97% and 93% satisfaction, respectively|
|Benefit/Cost Ratios||Report both utility system and total resource benefit/cost ratios annually with a mid-year update if significant changes||All benefit/cost ratios were greater than 1.0* and no mid-year update needed|
Energy Trust developed a 2010-2014 Strategic Plan to provide a long-range perspective for program goals and activities. Including 2013 results, the following show progress to the five-year goals:
|Sector||Savings (aMW*)||Levelized Cost/kWh**|
|Sector||Savings (Therms)||Levelized Cost/Therm**|
|Program||aMW* generated||Levelized Cost/Kwh**|
|Solar Electric||0.72||7.2 Cents|
|Other Renewables||0.02||52.7 Cents|
These financial highlights are excerpts from independently audited financial statements prepared by Moss Adams LLP. See the full set of audited financials for 2013.
|Cascade Natural Gas||$1,362,940|
|Clark County PUD||$25,799|
|Cascade Natural Gas||$2,413,481|
When solar panels appeared on their neighbor’s roof, Anbu Varatharajan and Durga Nallathambi got curious. They quickly learned that with a solar lease plan, they could tap into the power of the sun with no out-of-pocket costs. Read More
$700 estimated annual bill savings
6,270 estimated annual kWh savings and generation
Employees and managers at Boise Cascade’s Kinzua Lumber worked together to improve operations at the Pilot Rock sawmill. With help from Energy Trust, they implemented energy-saving strategies that saved far more on energy costs than they expected while boosting team morale. Read More
$99,000 estimated annual bill savings
1.8 million estimated annual kWh savings
Business is brighter at Hanscam’s Bowling Center. With an LED lighting upgrade, the popular bowling alley struck out high lighting costs. Besides saving money on energy and maintenance, the efficient lighting creates a better experience for customers. Read More
$3,800 estimated annual bill savings
50,900 estimated annual kWh savings
Starting with a free Energy Saver Kit from Energy Trust, Jackie Kohon and Jun Suzuki have gradually transformed their home from cold to cozy. With insulation and other energy-saving improvements, their home is now a model of energy efficiency. Read More
$400 estimated annual bill savings
2,880 estimated annual kWh savings
75 estimated annual therm savings
The first Pacific Northwest biogas plant to produce electricity from post-consumer commercial food waste came online in 2013. Each year, it will produce enough energy to power about half the homes in Junction City for a year and keep methane out of the atmosphere. Read More
$1 million estimated earnings in power sales
12,250 estimated annual megawatt hour generation
In Bend, a new energy-efficient, solar-powered office building helps the Oregon Department of Transportation make the most of energy and taxpayer dollars. Energy Trust resources for small office buildings helped make it possible. Read More
$7,000 estimated annual bill savings
98,800 estimated annual kWh savings and generation
260 estimated annual therm savings
When Energy Trust launched a no-cost duct sealing initiative for mobile and manufactured homes, Steve Campbell started a business. As an Energy Trust trade ally, Home Comfort Inspections & Services has helped 3,000 customers make their homes more comfortable and affordable. Read More
Services for Southern Oregon residents
3,000 projects completed
Using energy more efficiently couldn’t have been easier for Avamere’s Suzanne Elise Assisted Living. Energy Trust representatives installed energy-saving shower wands and compact fluorescent light bulbs in 74 apartments at no cost. Read More
$1,500 estimated annual bill savings
1,450 estimated annual kWh savings
1,600 estimated annual therm savings
What began as an easy way to recycle an old refrigerator turned into a chance to help feed a family. Gene Chavez joined hundreds of Oregonians in donating his Energy Trust fridge recycling incentive to Oregon Food Bank. Read More
$60 estimated annual bill savings
550 estimated annual kWh savings
Energy Trust is an independent nonprofit organization dedicated to providing utility customers with the cheapest, cleanest energy available. Through energy-efficiency and renewable energy solutions, we help customers save energy and money—building a brighter, more sustainable energy future and contributing to our local and state economy in positive ways.
Our work is funded by and benefits 1.5 million utility customers—Oregon customers of Portland General Electric, Pacific Power and Cascade Natural Gas, and Oregon and Washington customers of NW Natural.
Over time, the energy-efficiency investments we’ve made since 2002 will multiply to save participants approximately $4 billion on their utility bills. Our work has helped Oregon become a national leader in energy innovation, accelerating energy savings, renewable generation and economic and environmental benefits.
An independent board of directors guides our work with input from two advisory councils. Board members represent a diverse range of interests and volunteer their time and expertise. We hold open meetings and publish all agendas, reports, plans and financial statements online in keeping with our commitment to transparency and inclusion.
2014 Board Pictured: (first row, left to right) Warren Cook, John Reynolds, Debbie Kitchin, Mark Kendall, Dave Slavensky, Alan Meyer and Susan Brodahl; (second row, left to right) Roger Hamilton, Rick Applegate, Anne Root, Dan Enloe, Ken Canon and Melissa Cribbins; (not pictured) Kenneth Mitchell-Phillips Sr. and John Savage.
2013 Board of Directors
• John Reynolds, Eugene (President)
• Debbie Kitchin, Portland (Vice President)
• Alan Meyer, Salem (Secretary)
• Dan Enloe, Washington County (Treasurer)
• Rick Applegate, Portland
• Julie Brandis, Corvallis
• Ken Canon, Myrtle Creek
• Roger Hamilton, Eugene
• Anne Haworth-Root, Medford
• Mark Kendall, Salem
• Jeff King, Portland
• Kenneth Mitchell-Phillips Sr., Multnomah County
• Dave Slavensky, Bend
• Anne Warrington Donnelly, Coos Bay
• Ex-Officio: John Savage, Oregon Public Utility Commission
• Special Advisor: Lisa Schwartz, Oregon Department of Energy
2014 Board of Directors
New officers include Debbie Kitchin as president and Ken Canon as vice president. In addition, new members are Susan Brodahl (Portland) and Melissa Cribbins (Coos Bay) while Julie Brandis, Anne Warrington Donnelly and Jeff King retired. The Oregon Department of Energy special advisor is Warren Cook.
The Conservation Advisory Council and the Renewable Energy Advisory Council assist the board of directors with strategic development and provide guidance on plan implementation. The councils are comprised of interest groups and stakeholders.
Energy Trust works hand-in-hand with Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. The energy savings we deliver are a low-cost resource the utilities rely on to meet demand over time and control energy costs. To provide those savings, we collaborate with each utility to provide their customers with effective clean energy services that get results.
Examples of 2013 collaboration include:
Through PGE community offices, Energy Trust distributed 31,155 specialty compact fluorescent light bulbs and 11,985 efficient showerheads.
Energy Trust and Pacific Power sent personal energy reports to 15,000 high-energy using homes, saving on energy costs for Pacific Power customers.
Energy Trust and NW Natural promoted energy-saving opportunities in NW Natural newsletters, bill inserts and at the NW Natural Street of Dreams tour in Portland, which featured all homes rated with EPS.
Energy Trust expanded residential outreach in northeast Oregon, in collaboration with Cascade Natural Gas field staff in Pendleton and Ontario.
As a steward of ratepayer dollars, Energy Trust works to maintain low operating costs while accelerating energy savings and renewable energy generation and supporting local economies.
We keep costs low and performance high by maintaining a lean staff, selecting program management and program delivery contractors through competitive processes and leveraging the services of small contractors and other professional businesses across the state.
Energy Trust reports its activities, costs and results to the Oregon Public Utility Commission quarterly and annually, measuring actual performance against annual targets set by the OPUC.
A third party completes independent reports on Energy Trust spending, which the OPUC submits to the Oregon Legislature every other year.
Commitment to rigorous, third-party evaluation makes Energy Trust one of the nation’s most respected energy-efficiency organizations and gives us credibility with the utilities we support. Evaluations allow Energy Trust to validate the savings we deliver, and support continuous improvement by providing information and feedback that guide program refinements.
The savings Energy Trust reports, including those shown in this report, undergo an annual “true up” when new evaluation results are incorporated to refine reported savings. The true up process ensures the most accurate energy-savings reporting for Energy Trust funded programs and delivers a validated resource. The True Up 2014 Report will be available to the public online when completed in fall 2014, and 2013 and prior annual savings may be adjusted at that time.
In 2013, Oregon was ranked the fourth most energy-efficient state in the nation on the annual scorecard issued by the American Council for an Energy-Efficient Economy. ACEEE recognized Energy Trust’s New Buildings and Production Efficiency programs with Exemplary Program Awards in early 2013. And in a separate report, ACEEE cited the multifamily initiative for achieving energy and cost savings in multifamily buildings.
The U.S. Environmental Protection Agency recognizes Energy Trust as a Green Power Partner for reducing the environmental impacts of electricity use and supporting development of new renewable generation.
Energy Trust has received recognition from ENERGY STAR for our outstanding programs and promotions over the years.