Organizations interested in enrolling in Community Partner Funding (CPF) can reach out to communitypartners@energytrust.org to describe their programs and who they serve.

If the organization’s work aligns with the intent of CPF, Energy Trust of Oregon will arrange an orientation meeting to explore how to integrate CPF incentives into the organization’s workflow.

Enrollment Resources

• CPF Participation Agreement–Form 371CPF (PDF)
• Multifamily Participation Agreement addendum–Form 371CPF-A (PDF)

Onboarding Resources

• CPF Onboarding Presentation (PDF)
• CPF Onboarding Checklist (PDF)

Navigating Community Partner Funding (CPF) Resources

Community Partner Funding (CPF) supports organizations in three roles: Outreach, Navigator and Delivery. Each role has a different focus and sets of resources outlined below for what is relevant to your role. Use the materials that fit your work today, as well as to plan how your organization might grow into roles over time.

Outreach Partners

Focus: Building awareness, trust and engagement

Outreach partners connect households to opportunities, explain benefits and make referrals.

Key Resources:

• CPF Overview – Introduction to CPF, including goals, eligibility and support
• CPF Overview for Participating Contractors – Introduction to CPF, including goals and recommendations for trade allies and contractors
• Best Practices Home Energy Assessments – Tips for communication, trust-building and customer support
• Energy Efficiency and Construction Acronyms – Reference sheet for common energy and construction terms
• CPF Onboarding Checklist – Step-by-step guide for new partners and staff
• Future Training Interest Form – Identify which trainings may be of interest to be notified when available
• Energy Efficiency Investment Payback for Home Retrofits – Energy savings payback time for upgrades
• Community Action Agency Directory – Directory of community action agencies and their service territory
• Tips to Save Energy and Money at Home – No-Cost and Low-Cost

Navigator Partners

Focus: Guiding households through eligibility, paperwork and funding layers

Navigator partners help families move from interest to participation by managing forms and coordinating Home Energy Assessments.

Key Resources:

• HEA Incentives Guide – How to navigate and accurately fill out the HEA forms
• CPF Project Submission Overview – Tips for project scoping and submission
• Serial Number Decoder: Water Heaters – Tool for assessing household water heating systems
• NACHI Life Expectancy Chart – Average lifespan of home systems and components
• History of Oregon Energy Codes – Context for insulation standards in Oregon throughout the years
• Upgrade Guide Mapping CPF Incentive-Based – Visual summary of available incentives
• No-Cost Heat Pump Offers Reference Guide – Overview of No-cost Heat Pump offers, reequipments, eligibility and FAQ

Delivery Partners

Focus: Managing projects and multiple installations

Delivery partners coordinate directly with contractors, oversee installation and ensure quality standards.

Key Resources:

• Onboarding Guide – CPF Contractor & Trade Ally (PDF) – How to onboard and coordinate with trade allies
• Insulation and CERTA Incentive Request Guide (PDF) – Submission guidance and incentive calculator instructions
• Attic Venting – Reference for proper ventilation during insulation/weatherization
• Average Annual Heat Pump HSPF and Average Annual Shipped Space-Cooling Efficiency – Historical averages for Heating Seasonal Performance Factor andseasonal energy efficiency ratio for central A/C and heat pumps
• Age Information Air Conditioners – Tool that can help determine the age and capacity of air conditioners
• Furnace Age – Tool that can help determine the age of a furnace
• Development, Coordination, Project Delivery Plan Guide – Tips on getting started on your Development, Coordination, Project Plan
• Enhanced CPF Window Incentive Summary (PDF) – Details on enhanced window upgrades and incentives
• Building Performance Institute (BPI): Building Science Principles – National certificate for energy fundamentals
• Earth Advantage HES Training Modules – Training on Home Energy Scores and building science
• Association for Energy Affordability (AEA) Trainings – Advanced technical skills in building science, safety and HVAC systems

Next Steps:

1. Start with the role your organization currently plays.
2. Explore resources in the next role if you plan to expand services.
3. Remember that CPF is designed to help partners grow; many organizations begin with outreach and then develop navigator or delivery capacity over time.

 Other Recommended Home Energy Assessment Training Resources

• Building Performance Institute (BPI): Building Science Principles certificate
• Earth Advantage HES Training Modules

Trainings from Association for Energy Affordability, Inc.

1. Building Science, Energy Audit & Energy Use in Buildings (2 Hours, $100)
2. Health & Safety During the Energy Audit (1 hour, $100)
3. Heating Systems, Distribution Systems & Domestic Hot Water (1 hour 40 min, $100)

To receive Energy Trust incentives, the following documents are required:

For Home Energy Assessments (HEA):

• HEA Data and Customer Authorization form–Form 300CPF (PDF)
• Organización participante: Financiación de socios comunitarios Autorización del cliente–Formulario 300CPF (PDF)

Note: If you are capturing all HEA data points on your own paperwork (ex. Community Action Agencies, PCEF participants, etc.), you must still submit Form 300 CPF, but you may omit pages 3 and 4.

For Installed Measures (Insulation, HVAC, etc.):

1. Project Details–Form 320 CPF (PDF)
   • Available en español: Form 320 CPF (PDF)
2. Windows Addendum 2024 (PDF)
3. Contractor Invoice(s)
4. Optional: Insulation Incentive calculator
   • (Insulation Calculator – Completed example)

For No-Cost Heat Pump Offers: Ducted Heat Pumps, Ductless Heat Pumps, Ductless Heat Pump, and Heat Pump Water Heaters

The following paperwork is required for pre-approval of each project:

1. Heat Pump questionnaire–Form 300HPQ (PDF).
   • Bomba de Calefaccion sin Ductos cuestionario del cliente–Formulario 300HPQ (PDF)
2. Contractor Bid with proposed DHP install cost
3. HEA Data and Customer Authorization form: Form 300 CPF

No-Cost Ductless Heat Pumps (Final paperwork):

1. CPF project details form (Pages 1-3)
2. Final project invoice
3. Photo of indoor unit

Submit all projects to communitypartners@energytrust.org and CC your regional Account Manager for awareness/review.

Include in the subject line of your email your organization name and your client’s street address.

Incentive Request spreadsheet: If a home is receiving multiple energy upgrades, this can help calculate your total expected incentive.

Contact your Energy Trust Account Manager to place orders for printed quantities of any of the below collateral pieces at no expense.

Outreach: To support your program’s outreach efforts, the following flyers can be co-branded with your organizations name, logo and contact information.

• Home Energy Assessment flyer (PDF)
• CPF Incentive Grid flyer (English)/(Spanish)
• CBO Roadmap (PDF)
• CBO Door Hanger (PDF)

Education: The following Energy Trust collateral pieces provide additional home energy efficiency education that can be shared with clients during home energy assessments.

• Weatherization Accordion (English/Spanish)
• HVAC Accordion (English/Spanish)
• Water Heating Accordion (English/Spanish)
• Low-to-No-Cost Tips and Tricks
• Low-Cost Tips checklist
• Cooling Tips
• Energy Trust English/Spanish coloring book and crayons (for kids)
• Ductless Heat Pump (DHP) Best Practices (English/Spanish)
  • For clients who receive a DHP install

Energy Trust Logo Use Guidelines

If you plan to use Energy Trust’s name or logo on your marketing materials, follow these guidelines.

• The name should always appear as “Energy Trust of Oregon.”
• A minimum amount of space should always surround the logo. This area is determined by the size of the capital “E” of the logotype. Note that this is the minimum amount of clear space, and that there can always be more space surrounding the logo.
• The “Working with Energy Trust of Oregon” logo may only be used in black or in white against a solid color background.
• To request the “Working with Energy Trust of Oregon” logo for ad placement, email homesfund@energytrust.org.

Energy Trust’s Program Cost Assistance Fund reimburses enrolled Community Partners for costs related to Community Partner Funding program needs, training, certifications, equipment, consulting services and marketing investments up to $2,000 per calendar year.

This can include costs of equipment used when completing home energy assessments such as tablets/laptops, ladders, flashlights, tape measurers, basic hand tools, a personal carbon monoxide monitor, voltage testers and more, as seen below.

Program Cost Assistance Funds are available on a first-come, first-served basis. Pre-approval is required for all reimbursements, except for Personal Protective Equipment (PPE). Pre-approval qualifies costs for reimbursement but does not reserve funds. Funds will not be distributed until final invoices for qualified, pre-approved costs are submitted.

Steps for Reimbursement

1. Complete the appropriate application below.
   • Program Cost Assistance Fund Pre-Approval application
2. Email completed Pre-Approval application to homesfund@energytrust.org.
3. Complete purchases of pre-approved program costs.
4. Submit receipts within 15 days to homesfund@energytrust.org for payment.

Eligible Expenses

Products & Services

*To request reimbursement for other business-related expenses not listed above, submit the Pre-approval application for consideration.

Burch Energy, Residential PCAF administrator for Energy Trust, will issue reimbursement checks within 45 business days of receiving all required materials. Funding and project eligibility are subject to change. Energy Trust reserves the right to decline reimbursement for any project.

For questions regarding the guidelines and requirements listed, email homesfund@energytrust.org.