You asked and Energy Trust delivered! Multifamily retrofit projects are now eligible for online completion and submission using DocuSign. Links for all standard application forms can be found under the Forms and Resources tab at the Existing Multifamily Insider page.

Basic features of DocuSign PowerForms:

• Fillable PDF converted to online version for remote completion and e-signature
• Supports contactless submission by eliminating need for wet signature
• DocuSign account not needed, login by email and name
• Supporting documentation including invoices and W9 (if applicable) are uploaded and submitted at the same time
• “Finish Later” feature available when additional information is needed
• Traditional Forms still available
• Compatible with mobile devices
• Completed application is automatically emailed to forms@energytrust.org

How to use:

Option A – Customer fills out the application

• Customer can access directly from Energy Trust’s website     -or-
• Trade ally can email link to customer for electronic completion and signature. Application is automatically emailed to the Multifamily program upon completion.

Option B – Trade ally starts the application for the customer

• Trade ally starts application and uploads supporting documentation, clicks “Finish Later” and enters customer email address.
• Application is automatically emailed to address provided for completion and signature.
• Upon submission, application is automatically emailed to the Existing Multifamily team.

If you have questions about Existing Multifamily online application forms, contact Nate Collins, trade ally coordinator, at 503.278.3075.