Business Development Fund Guidelines

For Existing Homes Program

As an Existing Homes trade ally, you are eligible to receive partial reimbursement for marketing projects and training approved by Energy Trust. Using the Energy Trust logo in your marketing pieces positions your business as an energy-efficiency expert, and participating in training helps your business improve and grow.

Business development funds are available on a first-come, first-served basis and vary based on your trade ally star rating. Pre-approval is required for all marketing projects and trainings.

RatingAnnual Amount*Marketing ProjectsTraining and Events
rating-three$8,00050 percent reimbursement50 percent reimbursement;
maximum of $250
rating-two-half$4,00030 percent reimbursement30 percent reimbursement;
maximum of $100
rating-two$1,000Projects can be pre-approved but
are not eligible for reimbursement
30 percent reimbursement;
maximum of $100
Less than two stars$400Projects can be pre-approved but
are not eligible for reimbursement
30 percent reimbursement; maximum of $100
per training, events are not eligible

*Minimum $75 reimbursement per request, reimbursement subject to availability

Eligible Marketing Projects

Print advertisements: Direct mail, brochures, newspaper, and magazine ads are eligible for partial reimbursement.

Yellow Pages: Phone book ads are eligible for up to $2,000 annually for trade allies doing business outside of the Portland metro area only. Regions 3 and 12 do not qualify.

Digital media: These funds may only be used for online banner ads and pay-per-click ads. Website and social media content is not eligible.

Radio and television advertisements: Visual content must be directly related to energy efficiency and should represent how your business services can help your customers improve home energy performance. Air tests of all TV advertisements must be included when requesting pre-approval.

Website development costs: New trade allies are eligible for a one-time reimbursement of $250. The website must follow print marketing guidelines and the logo must hyperlink to energytrust.org/residential.

All marketing projects must meet logo and text requirements to receive pre-approval, which is required before releasing or publishing your project. See “Steps to Receive Reimbursement” for more information.

Although press releases are not eligible for reimbursement, Energy Trust requests that all press releases receive our approval to ensure content follows Energy Trust marketing guidelines. Please allow five business days for review and approval.

Steps for Reimbursement

1. Request pre-approval before releasing your marketing project or attending training.

  • Complete the pre-approval application.
  • Email application and draft versions of marketing piece or training/event description to homesfund@energytrust.org.
  • You will receive confirmation of receipt within three business days of submission. Please allow a minimum of two weeks for marketing review. Projects requiring revisions must be edited and resubmitted for final approval.
  • Marketing projects and trainings that have not been pre-approved by Energy Trust will not be eligible for business development funds.

2. Produce your marketing materials or attend your training.

After receiving Energy Trust’s written approval, you may proceed to produce your materials or attend your class.

3. Submit for payment.

Submit an invoice for print and production or training costs within 15 days of the release of your project or the date of training.

Each project also requires proof of completion. Include one of the following with the invoice:

  • Copy or tear sheet of produced marketing project for print materials
  • Photo of the produced yard sign, event space, display or apparel
  • Final file of the produced radio or TV advertisement
  • Certificate of training completion

CLEAResult will issue reimbursement checks within 60 business days of receiving all required materials. Funds are limited and are available on a first-come, first-served basis. Available funding and eligible projects are subject to change. Energy Trust reserves the right to decline reimbursement for any project.

1. Trade Ally Logo

The Energy Trust Trade Ally logo must be included on all pieces and must be used in black and white against a solid color background. Space surrounding the Energy Trust Trade Ally logo must be at least the size of the “burst” as shown below.

Download the Energy Trust Trade Ally logo from the Logo Resources page.

2. Text Requirements (select one)*

*Projects that do not include one of the required text statements will not qualify for reimbursement. If your marketing project does not allow for full text requirements, exceptions will be considered.

For Oregon trade allies

As an approved trade ally contractor of Energy Trust of Oregon, we are qualified to improve the energy efficiency and comfort of your home.

As an Energy Trust of Oregon trade ally, we can help you access cash incentives to make it easier to improve your home’s energy efficiency.

We are working with Energy Trust of Oregon to help you reduce energy costs and improve the comfort of your home.

For Washington trade allies

As an approved trade ally of Energy Trust, we can help NW Natural customers in Washington access cash incentives to make home energy improvements easier.

For questions regarding guidelines or requirements call the Trade Ally Hotline at 866.365.3526, option 4.

Messaging Requirements

Incentives and tax credits:

  • Do not refer to Energy Trust cash incentives as “rebates.” They are “incentives” or “cash incentives.”
  • Do not refer to tax credits as “cash incentives.” If advertising refers to tax credits in combination with Energy Trust cash incentives, “tax credits” must be written separately to distinguish the total monetary amount. Example: “Energy-efficiency improvements may qualify for tax credits and incentives totaling $2,500.”
  • If advertising refers to a cost savings percentage available through tax credits and incentives, it must include the words “up to.” Example: “Up to 50 percent of system cost can be covered by tax credits and incentives.”

Energy Trust of Oregon:

  • Refer to Energy Trust of Oregon as “Energy Trust of Oregon” in the first use and “Energy Trust” thereafter. Do not refer to Energy Trust as “ETO” or “the Trust.”
  • Do not use “partner,” “partnership,” or “partnering” when associating Energy Trust with your business. Use “trade ally contractor of” or “working with.”
  • For Washington trade allies only, you may refer to Energy Trust of Oregon as “Energy Trust” and omit “of Oregon.”

Additional requirements and exclusions:

  • You may not use the Energy Trust Trade Ally logo or our name on any classified listing, such as Craigslist or Angie’s List.
  • You may not use the Energy Trust Trade Ally logo on vehicles or places of business.
  • Energy Trust reserves the right to deny use of the Energy Trust Trade Ally logo at any time.

Training and Continuing Education: The following pre-approved trainings are eligible for business development funds:

  • Trainings and workshops listed on the Training & Education Calendar
  • Construction Contractors Board (CCB) or Building Performance Institute (BPI) continuing education classes
  • Industry conferences

To request reimbursement for other trainings not listed above, submit the pre-approval application for consideration.

Events: Trade allies can receive partial reimbursement for event display costs. Trade allies must display an “ask us about cash incentives” sign. Email homesfund@energytrust.org to request a sign and receive event pre-approval.

Tablet Reimbursement: Trade allies are eligible for a 50 percent reimbursement up to $200 for the purchase of a business tablet. One tablet reimbursement is allowed per company per year.

Equipment Discounts: Trade allies are eligible for a 12.5 percent discount for equipment purchased from participating vendors.

  • Energy Conservatory Equipment Discount (PDF)
  • Retrotec Equipment Discount (PDF)

Apparel: Shirt, jacket, and hat purchases are eligible for partial reimbursement if the Energy Trust trade ally logo is embroidered or screen-printed on the left sleeve or chest. The logo must be either black or white and oriented horizontally.

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