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Custom

Energy-efficiency equipment not covered by standard incentives may still be eligible for custom incentives. These projects typically require additional energy analysis or other technical assistance. All equipment purchases must be pre-qualified by Energy Trust. In addition, a post-installation verification may be required. Want to save money in a way that suits your business? Bring us in.

Projects may include:

Direct Digital ControlsAir Compressors
ChillersVariable Frequency Drives
Heat Recovery SystemsWater Filtration Systems
Rooftop UnitsRetrocommissioning

Interested in joining our Pay for Performance pilot?

Pay for Performance allows facility managers to take a holistic look at managing their energy use and earn cash incentives based on the building’s overall energy performance. Smaller projects that are not cost-effective on their own may be paired with other projects that generate more savings. By grouping these projects together, you can make more energy-saving upgrades than if you pursued them individually. Learn more about Pay for Performance.

Contact your Energy Trust Existing Buildings account manager or email existingbuildings@energytrust.org  to get more information about custom cash incentives.

Project Examples

Existing Buildings – Custom Incentives

Office Building

Project Type: Direct Digital Controls
Project Cost: $31,700
Incentive: $20,600
Annual Savings: 71,200 kWh and 2,900 therms

Existing Buildings – Custom Incentives

Aquatic Center

Project Type: Boiler, pool cover system and filtration controls
Project Cost: $97,600
Incentive: $52,500
Annual Savings: 34,500 therms

  1. Find a trade ally contractor.

    We can help you get started.

  2. Have proposed project analyzed and reviewed by Energy Trust.

  3. Get offer from Energy Trust.

  4. Accept offer and reserve incentives.

  5. Have equipment installed.

  6. Submit documentation.

  7. Get your incentive.

    Note: A post-installation verification may apply.

Energy-efficiency equipment not covered by standard incentives may still be eligible for custom incentives. Cash incentives for qualified custom energy projects are calculated based on estimated annual energy savings at $0.22 per annual kWh and $3.00 per annual therm. For a limited time, Energy Trust will pay up to 100% of eligible project costs. This is up from 60-75% of eligible project cost. To qualify, your project must be completed before December 31, 2021 and have an incentive offer by December 1, 2020.

Contact your Energy Trust Existing Buildings account manager or email existingbuildings@energytrust.org for specific information and additional requirements.

Check out the Tool Lending Library.

Incentives are subject to funding availability and may change.

What is self-direction; who is eligible to self-direct?

Oregon law requires customers of Portland General Electric and Pacific Power to pay a three percent public purpose charge. Under its agreement with the Oregon Public Utility Commission, Energy Trust receives and invests some of the funds generated by the public purpose charge to support energy-efficiency projects and assist with the above market costs of new renewable resources. Find out more information about Energy Trust.

Although the payment of the public purpose charge is generally mandatory, certain large electricity consumers (over 1 average megawatt or 8,760,000 kilowatt hours a year) may be eligible to “self-direct” portions of their public purpose charge payments to fund Oregon Department of Energy-certified expenditures at their own facilities. Self-direction is optional, and over time, an entity may change its self-direct status. For more information about self-direction, see Oregon Department of Energy’s website.

If I am currently using self-direction credits on my utility bill, can I receive Energy Trust program services and incentives?

Yes, subject to certain limitations and requirements. Whether (and when) you choose to self-direct affects the services and incentives you will be eligible to receive from Energy Trust.

Where can I find a copy of Energy Trust's Policy on Self-Direction?

A complete copy of Energy Trust’s Policy on Self-Direction is available for your review. If you are currently self-directing or think you are eligible to self-direct and might decide to do so in the future, you are advised to read this policy prior to participating in any Energy Trust program.

Can I receive self-direction credits and Energy Trust incentive funding for the exact same measure?

No. You are not allowed to receive Energy Trust incentive funds for any project (i.e., measure) for which self-direction credit is also claimed.

If I self-direct, what are my options for participation in Energy Trust's programs?

As long as you are not planning to claim self-direction credit for the following measures, a self-director may receive 100% of the standard Energy Trust incentive amount offered by Energy Trust for the following:

  1. Non-lighting prescriptive measures
  2. Mid-stream and upstream incentives
  3. Measures determined by Energy Trust to have modest costs ($5,000 or less per project) and savings, and where application of the self-direct policy’s requirements would unreasonably interfere with our efforts to encourage participation in one of our programs
  4. For all other measures, you can choose to either:
    • Stop using* self-direction credits to reduce your public purpose charge for a period of 36 months at the Oregon Department of Energy-certified site in which case you will be eligible to receive the full (100%) standard Energy Trust incentive amount for your measure, OR
    • Continue to use self-direction credits to reduce your public purpose charge at the site and receive up to 50% of the standard Energy Trust incentive

* Energy Trust’s policy does not ask you to stop accumulating self-direction credits for any other (non-Energy Trust funded) energy efficiency or new renewable resource projects you may perform during the 36-month period as long as you do not use them to reduce your public purpose charges during this period. See response to question 6 below.

What happens to my existing self-direction credits if I stop using them for 36 months?

It is our understanding that Oregon Department of Energy lets you “bank” existing credits and you can resume using them following the 36-month time period; however, we advise you to discuss this issue and verify with Oregon Department of Energy directly.

Does the policy apply to new building construction?

Yes, new building construction projects that receive Energy Trust incentive funding are subject to the self-direction policy.

Does the policy apply to technical analysis and feasibility studies funded by Energy Trust?

Yes, technical analysis studies or feasibility studies that receive Energy Trust incentive funding are subject to the self-direction policy.

What if I self-direct the renewable portion of my public purpose charge at my site, but I do not self-direct the conservation portion?

You would be eligible to receive 100% of the standard Energy Trust incentive for an energy efficiency project at that site, but only eligible to receive up to 50% of the standard Energy Trust incentive for a new renewable energy project at that site (unless you agree to cease self-directing the renewable portion of the public purpose charge for 36 months – see response to question 5 above).

What if I self-direct the conservation portion of my public purpose charge at my site, but I do not self-direct the renewable portion?

You would be eligible to receive 100% of the standard Energy Trust incentive for a new renewable energy project at the site, but only eligible to receive up to 50% of the standard Energy Trust incentive for an energy efficiency project at the site (unless you agree to cease self-directing the conservation portion of the public purpose charge at the site for 36 months – see response to question 5 above).

Are the renewable energy portion and the conservation portion of the public purpose charge considered separately at the same site?

Yes. See responses to questions 9 and 10 above.

What happens if I take Energy Trust's funds and agree to stop using self-direction credits for 36 months but then, during that 36-month time period, I decide that I want to start using my credits again?

You will be required to repay a pro-rated amount of the Energy Trust incentive funding up to a maximum of 50% of the amount you received. Energy Trust uses the following formula to calculate repayment:

  • Refund Amount = 0.5 x A x B
  • A = total amount of incentives paid
  • B = 36 months minus the number of months elapsed since measure installation or completion*, divided by 36

* For energy efficiency projects, Energy Trust typically calculates the completion date as Energy Trust’s incentive payment date. For new renewable resource projects, Energy Trust typically calculates the completion date as the project’s commercial operation date.

How long will I have to repay the Energy Trust funds?

Energy Trust will negotiate a payment schedule for the amount of the incentive funds repayment with you; however, the payment must be complete within two years of the date the repayment obligation is triggered.

Can Energy Trust waive the repayment requirement for my project?

Energy Trust staff has the discretion to waive the repayment obligation only for projects whose repayment obligation would be $5,000 or less.

Need Help? Contact Us.

1.866.605.1676

existingbuildings@energytrust.org

Success Stories

Rogue River School District 35, Rogue River, Oregon

Rogue River School District 35, Rogue River, Oregon