Training and Resources

For Existing Homes Program

Residential trainings offer opportunities to learn about energy efficiency and best building practices for newly built and existing homes. Trainings range from orientations and new technology webinars to online courses that help you increase your marketability and meet Energy Trust requirements. Find training details and opportunities from more than 15 industry organizations on our Training & Education Calendar.

Training Reimbursement for Energy Trust Trade Allies

Energy Trust’s Business Development Fund offers partial reimbursement to help offset the cost of pre-approved training. For more information on reimbursement, contact the Existing Homes trade ally coordinator at 1.866.365.3526 option 4.

General Program Resources

  • Trade ally rating system–effective October 1, 2014 (PDF)
  • Cash Incentives Quick Reference (Oregon | Washington)

Quality Support Package

Energy Trust worked with Advanced Energy, a nationally recognized leader in home performance training and consulting, to provide a support package of tools for contractors to support quality management operations. Follow the links below to download documents and resources that you can apply to improve quality, reduce costs and prevent defects.

    1. Calculate the Cost of Poor Quality
      • 1.1 Cost of Poor Quality Intro (PDF)
      • 1.2 Cost Areas of Doing Business Template (.xls)
      • 1.3 Cost of Poor Quality Example & Template (.xls)
    2. Collect Data on Defects
      • 2.1 Event Log Examples & Template (.xls)
      • 2.2 Tally Sheet Examples & Template (.xls)
    3. Find Root Cause of Defects
      • 3.1 Five Why’s Example (PDF)
      • 3.2 Fish Bone Diagram Example (PDF)
      • 3.3 Fish Bone Diagram Template (Doc)
    4. Standardize Your Process
        • 4.1 Five S Methodology (PDF)

      To improve standardization, use the complete measure checklists published above in the Technical Specifications section.

    5. Document with a Quality Management Plan
      • 5.1 Quality Management Plan Template (PDF)
      • 5.2 Quality Management Plan FAQ (PDF)
    6. Establish a Culture of Quality
      • 6.1 Success Through Quality Management (PDF)
      • 6.2 Common Language (PDF)
      • 6.3 Culture and the Quality Management System (PDF)
      • 6.4 Loyalty Leadership (PDF)
      • 6.5 Blame Free Agreement (PDF)
      • 6.6 Understanding Mistakes and Error (PDF)
      • 6.7 Improvement in the Workplace (PDF)
      • 6.8 5W2H Problem Solving Worksheet (PDF)
      • 6.9 Visual Management (PDF)
    7. Provide Tools for Crews
      • 7.1 Intro (PDF)
      • 7.2 Duct Repair (PDF)
      • 7.3 Air Sealing (PDF)
      • 7.4 Prep & Insulation (PDF)
      • 8.1 Job Instruction Breakdown (JIB) Sheet Template (Doc)
      • 8.2 Job Method Improvement Work Sheet Template (Doc)

Disclaimer: these tools are for illustrative purposes only and do not always align with the Existing Homes Specifications Manual.

Utilize the complete measure checklists posted above in the technical specifications section for step-by-step job breakdowns.

Neither Energy Trust nor any program implementation contractors or sponsors bear responsibility or accept any liability for the final construction, its compliance with any relevant codes, or its ultimate performance.

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