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In-Home Energy Services

For Home Retrofit

In-Home Energy Services (IES) is designed to help people overcome barriers that have historically prevented them from completing home retrofit projects that lower utility bills, make homes more comfortable and increase energy efficiency. The offer provides a high level of support to customers via delivery of free, on-site home energy assessments, project oversight and coordination with enrolled trade allies and instant incentives which can cover most or all project costs.

For additional information about In-Home Energy Services, contact us at inhome@energytrust.org or 503.467.2123.

Interested customers can fill out the IES Questionnaire to get started.

Regional Focus: IES currently operates in these select Oregon counties but will expand soon.

  • Clackamas County
  • Jackson County

Customer Eligibility

  • Eligible housing types: Detached single-family homes, existing manufactured homes, and owner-occupied small multifamily properties (duplexes, triplexes, fourplexes and side-by-side units, with no residences above or below, such as townhomes).
  • Property must be serviced by Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas or Avista.
  • Customers must be low-to-moderate income or experiencing high energy burden. Increased incentives, covering up to the full cost of the project, are available for customers experiencing low-income. Customers experiencing moderate income may receive incentives of 40-100% of the installation cost.

Program Incentive Guide: See the program information sheet for all IES incentives and requirements.

Customer Forms:

  • Customer Questionnaire: Form 310IES (PDF)
  • Customer Participation Agreement: Form 350IES (PDF)
  • Customer Authorization and Home Energy Assessment: Form 300IES (PDF)
  • Temporary Equipment Participation Agreement: Form 300IES-T (PDF)

En Español

Contractor Forms:

  • Project details: Form 320IES (PDF) is required for standard projects, and Form 320IES-A (PDF) is required for AOLIEE projects.
  • Project details – for Avista Oregon Low Income Energy Efficiency (AOLIEE) funded projects: Form 320IES-A (PDF)

In-Home Energy Services prequalifies customers, defines scope of work and available incentives, pre-approves bids for every project and coordinates project installation with customers and contractors. IES projects primarily consist of heat pumps, heat pump water heaters and insulation, but may include funding for air and duct sealing, window replacement and minor/enabling repairs. These projects create opportunities for contractors with diverse skillsets, such as electrical, roof repairs, ventilation (bath fans), duct sealing, etc. Contractors interested in participating can reach out to out to inhome@energytrust.org.

Energy Trust Trade Allies are encouraged to refer customers who could benefit from working with IES. Their projects will go to the referring TA, provided the TA meets program requirements. Customers can fill out the IES Questionnaire to get started. Customers should list the referring trade ally’s business name on the first page, under “How did you hear about this offer?”

Typical Project Workflow: A trade ally enrolled in IES can expect the following steps to occur on a typical project:

  1. IES staff requests a bid from TA, and shares customer contact information and scope of work.
  2. The TA conducts a bid walkthrough and confirms the scope of work.
  3. The TA sends their bid to the IES program for pre-approval.
  4. Once approved, the TA completes the project and submits an invoice to the IES program.
  5. Energy Trust will issue payment to the TA (pending QA and submission of required documentation.)

Bid and Invoice Formatting: All bids and invoices must show total cost for each line item in the requested scope of work. Energy Trust Incentives, and any other funding sources must also be included as individual line items and show as deductions from the total cost.

Submitting Invoices: All invoices, required documentation and pictures of completed work must be submitted through the Quickbase online portal, if a log in has been provided. Trade Allies without access to the online portal may submit documents to inhome@energytrust.org.

  • Form 320IES (PDF) is required for standard projects, and Form 320IES-A (PDF) is required AOLIEE projects.
    • The form must be signed by the contractor and customer.
  • Photos of work must be submitted with every project.

Organizations interested in working with In-Home Energy Services can reach out to inhome@energytrust.org or call 503-467-2123 to describe their programs and who they serve. If the organization’s work aligns with the intent of IES, Energy Trust will arrange an orientation meeting to explore how to support the organization in connecting qualifying customers to the IES program. Enrolled CPF Partners should contact their regional Account Manager with any questions.

Customers are always welcome to complete the IES Questionnaire to get started. Organizations do not need to contact Energy Trust to refer customers to IES.

Typical Project Workflow: A customer participating in IES can expect the following steps to occur on a typical project:

  1. Customer completes a brief online questionnaire.
  2. If the customer is eligible, Residential staff will reach out to provide an overview of the offer and explain potential incentives and costs to complete upgrades.
  3. An energy advisor will conduct a free home energy assessment, and the customer will receive a free customized report explaining which specific improvements and incentives are available to them through IES.
  4. If the customer chooses to proceed with a project, Residential staff will obtain a bid through a pre-vetted contractor and facilitate installation.
  5. Energy Trust will conduct a quality assurance review and follow up with the customer to ensure satisfaction with outcomes.
  6. Energy Trust will process payment to the contractor for the incentivized portion of project costs.