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Schools Can Use Public Purpose Funds
The Oregon Legislature passed Senate Bill 1149 which introduces competition into the retail electricity market of Oregon's two largest utilities, Portland General Electric and Pacific Power. The bill is scheduled to go into effect on March 1, 2002 and provides that PGE and Pacific Power must collect a public-purpose charge from consumers within their service areas that is equal to 3 percent of the total revenues from electricity services. Ten percent of these public purpose funds must go towards energy efficiency efforts in the public schools within their service areas.
The administration of school public purpose funds is being facilitated by the Oregon Department of Energy, in cooperation with Education Service Districts and individual school districts. School staff must identify eligible facilities and have energy audits performed by qualified auditors before implementing any energy efficiency efforts. 
Following is an Action Plan that takes you step-by-step through the process.
Identify your school's eligible facilities (see Current List of Eligible Schools
a.Facility must belong to your Educational Service District (ESD) or school district

b. Facility must be used primarily for educational purposes, such as classroom instruction, multipurpose rooms, libraries, etc.

c. Facility must receive electrical service from either PGE or Pacific Power.
Determine the Energy Use Index (EUI) for your school's eligible facilities
a. Enter the appropriate data into the EUI database on the Oregon Department of Energy Web site. The database will return the EUI for each facility (preferred).

b. If the database is unavailable, the EUI spreadsheet is available on the Department of Energy Web site.

Determine the level of audit required for each eligible facility
  1. The database will notify you if the data entered meets the waiver level.
  2. Your school district will specify your audit(s) as Level I and Level II, in accordance with the SB 1149 guidelines.

If you determine a Level III audit is required, the Department of Energy must review and approve prior to obtaining the audit. 
Select an auditor

  1. Complete the Audit Information Form and send to ODOE. ODOE staff will review and forward to ALL pre-qualified auditors. The interested audit firms will then respond within the specified time period.
  2. Check the approved list of auditors available from the Department of Energy Web site.
  3. Your school district may select an auditor in accordance with applicable rules.
  4. Negotiate and sign the "Scope of Work Approval Form " with the auditor.
  5. Submit a copy of the signed "Scope of Work Approval Form " to ODOE Schools Team - email: sb1149@odoe.state.or.us or fax: 503.373.7806  

Complete audits of your eligible facility or facilities 

a. The auditor inputs all audit data into the database.
b. You request payment through the ESD. Attach database printout to paid invoices.
c. All eligible facilities must have received a waiver and/or been audited before proceeding with any implementation for reimbursement under SB 1149. 

Prioritize the projects and develop a strategy for implementation
a. Determine the funding and financing

i. How much will your school district receive over the ten-year program?

ii. What financing method will be used for implementation?

1. Capital expenditure

2. Energy Loan Program

3. Business Energy Incentives

4. Other financing methods

b. Determine the method of implementation

i. Standard design, bid, construct

ii. Energy Savings Performance Contract (ESPC)

c. All projects with an estimated construction cost over $50,000 require commissioning.

i. Approved list of commissioning agents will be available on the Department of Energy Web site.

ii. Your school district will select a commissioning agent in accordance with applicable rules.

iii. Negotiate and sign the "Scope of Work Approval Form." 

Implement the audit recommendations
Verify implementation and quality control
a. Your school district or ESD should implement an inspection and verification program. As a minimum, random inspections and verifications should be done.

b. Your school district and ESD should use its existing practices to inspect and verify the installation of specified equipment.

c. Commissioned projects will have commissioning completion entered into the database, which will suffice as verification of completion.
Apply for reimbursement
a. Attach database printout to invoices.

b. Submit package to appropriate ESD for reimbursement.
Move to Tier 2 or Tier 3 projects. If all eligible facilities in your ESD have been audited and all projects with a payback of ten years or less have been implemented, move to Tier 3. If all facilities in your ESD have NOT been completed, but all appropriate projects in your district have been completed, move to Tier 2.
Tier 2 - Generally, measures not allowable in the first phase. (To move to Tier 2, all eligible facilities in the school district that do not have waivers must have completed all audit items with a payback of ten years or less.)
a. Implement Energy Efficiency Measures (EEMs) with paybacks greater than ten years.

b. Audit buildings that received waivers in the first round.

c. Perform new audits on buildings already audited.

d. Perform audits on non-instructional facilities.

e. Implement audits of non-instruction facilities.

f. Implement operations and maintenance procedures, training and equipment upgrades.

g. Implement energy efficiency programs/training for maintenance and operations staff.

h. Implement commissioning/retro-commissioning.
Tier 3 - Energy measures not directly tied to facilities. Implementation of these measures requires review and approval by the Oregon Department of Energy. (To move to Tier 3, all school districts within your ESD must have audited all eligible facilities and implemented ALL measures with a payback of less than ten years.)
a. Implement energy conservation education programs.

b. Implement environmentally focused energy sources.

c. Implement renewable energy resources.

d. Implement renewable resource projects.

More information: 

Complete this and send to ODOE for your next audit.