Community Partner Funding
Community Partner Funding (CPF) is a set of increased incentives that participating community-based organizations can access for their clients. For an organization to be eligible to enroll in the CPF pathway, they must serve, or developing an offer that serves, at least one of the following:
- People experiencing low to moderate incomes (LMI)
- Communities of color
- Rural communities
- Indigenous communities
- People experiencing disabilities
The resources in the tabs below are intended to support enrolled community partners and any supporting contractors. Please contact your regional Account Manager with any additional questions.
For additional information about Community Partner Funding, please contact email@example.com.
- Must be a client of a community-based organization enrolled in CPF
- Eligible housing types: detached single-family home, existing manufactured home, and small multifamily properties (duplexes, triplexes, fourplexes and side-by-side units, with no residences above or below, such as a townhome)
- Property must be serviced by Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas or Avista
Program Incentive Guide: To see all available CPF incentives and requirements
Organizations interested in enrolling in Community Partner Funding (CPF) can reach out to firstname.lastname@example.org to describe their programs and who they serve.
If the organization’s work aligns with the intent of CPF, Energy Trust will arrange an orientation meeting to explore how to integrate CPF incentives into the organization’s workflow.
- CPF Overview document (for community-based organizations)
- CPF Overview document (for supporting contractors)
- CPF Participation Agreement–Form 371CPF (PDF)
- Multifamily Participation Agreement addendum–Form 371CPF-A (PDF)
- CPF Onboarding presentation (PDF)
- CPF Onboarding checklist (PDF)
- No-Cost Ductless Heat Pump Offer summary
- Community Action Agency Directory (please reach out to your Account Manager for a copy)
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.
- Building Science, Energy Audit & Energy Use in Buildings (2 Hours, $100)
- Health & Safety During the Energy Audit (1 hour, $100)
- 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 300 CPF (PDF)
- Organización participante: Financiación de socios comunitarios Autorización del cliente–Formulario 300 CPF (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.):
- Project Details–Form 320 CPF (PDF)
- Contractor Invoice(s)
- Optional: Insulation Incentive calculator
- (Insulation Calculator – Completed example)
No-Cost Ductless Heat Pumps (Pre-approval paperwork):
- Ductless Heat Pump questionnaire–Form 300DHPQ (PDF).
- Bomba de Calefaccion sin Ductos cuestionario del cliente–Formulario 300DHPQ (PDF)
- Also available as an online form (select ‘Community Partner’)
- Contractor Bid with proposed DHP install cost
- HEA Data and Customer Authorization form: Form 300 CPF
No-Cost Ductless Heat Pumps (Final paperwork):
- CPF project details form (Pages 1-3)
- Final project invoice
- Photo of indoor unit
Submit all projects to email@example.com and CC your regional Account Manager for awareness/review.
Please 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.
Please 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.
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, please 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. Please 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, please email firstname.lastname@example.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 $1,000 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 tarps.
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
- Complete the appropriate application below.
- Email completed Pre-Approval application to email@example.com.
- Complete purchases of pre-approved program costs.
- Submit receipts within 15 days to firstname.lastname@example.org for payment.
CLEAResult, program implementer for Energy Trust, will issue reimbursement checks within 60 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, please email email@example.com.